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Oracle Unified Method (OUM)

Cloud Application Services


Implementation Approach

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Confidential Oracle Internal

Introduction
Applicability

Topics

Benefits
Key Attributes
Approach Defined
OUM Cloud Toolkit

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Introduction
The Oracle Unified Method (OUM) Cloud Application
Services Implementation Approach is Oracles lightweight
approach for implementing applications running on a cloud
infrastructure.
It emphasizes out-of-the-box functionality and adoption of
best practices inherent in the application products as a
foundational element of the approach.

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Applicability

Supports fast, agile implementation of all


Oracle Cloud applications such as ...

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Benefits of Oracles Cloud Method


ch Objectives
oa
pr
Ap
n
tio
ta
en
em
ion Services Impl
OUM Cloud Applicat

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Key Attributes

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Proven Approach Designed for Cloud


Leverages Oracles Collective SaaS Experience
Minimizes implementation risks from the beginning

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Tailor-Made Approach for the Cloud


Solution Driven Approach To Design
Configuration versus Customization
Collaborative Project Team Mindset
Rapid Time to Value
Iterative and Incremental Optimization

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Solution Driven Approach To Design


To move quickly we start from what we have
Core Product
Standard processes based on best

practice
Explain the options and challenge

deviations

Advising and configuring, not documenting


requirements to deliver a custom build

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Configuration versus Customization


Keep it simple, and add complexity later if
you really need it
Products are designed to be

inherently more flexible


Solution is easier to adapt while live
Core product evolves rapidly and

upgrades are regular

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Collaborative Project Team Mindset


Compromise a positive in delivering quick results
and a sustainable solution
Early customer engagement & clear

responsibilities
Working together in partnership
Finding joint solutions
Transferring knowledge

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Rapid Time to Value


3

Standard processes are


explained and configuration
3 adjusted iteratively in
facilitated workshops

4 Data is uploaded,

1 Customer is introduced to

training performed
and the system
goes LIVE

the product functionality and


asked to provide information
through Questionnaires

2 Oracle performs initial

configuration based on customer


input

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Iterative and Incremental Optimization


Doorway to SuccessBuilding on an initial set of essential functionality over multiple releases
Incremental, Multi-Release Implementation
Incremental Release
Incremental Release
Initial Deployment

Standard

Setups
Bus. Rule Config.
Integrations
Data Loads
Localizations

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Additional
Additional
Functionality +
reports
New Release
functionality

Ongoing Solution
Refinements
Additional
Modules, etc.

Advantages
Advantages of
of Incremental
Incremental Approach
Approach
Benefit from early access to essential functionality
Incorporate complementary functions over time
Continuous refinement increases ROI

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Project Management
Key difference from traditional approach is depth of
management detail
Principles of Good Project Management

still apply
Project Management scaled to reflect

most significant activities


Adhere to standard operating procedures
and practices commensurate with size
and complexity of the project

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Division of Responsibility
Collaboration Decreases Cost and Increases PostImplementation Self-Sufficiency

Oracle
Responsibilit
y
Shared
Responsibilit
y
Client
Responsibilit
y
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Approach Structure Objectives by Phase


Project
Design
Confirm Scope
Plan Project
Conduct Kickoff
Meeting

Gather Setup
Information

Define Data Load and


Integration
Approaches

Configure
Perform Initial Setups
in Test Environment

Validate
Configuration

Load, Reconcile and


Validate Data (Initial)

Implement and
Validate Integrations

Prepare Cutover
Strategy

Validate
Adjust Test
Environment Setups,
if necessary

Load, Reconcile and


Validate Data (Full)

Conduct End-to-End
Review

Confirm Solution to
be Migrated to
Production

Train-the-Trainer

Transition
Configure Production
Environment

Migrate Integrations
to Production

Load, Reconcile and


Validate Data in
Production

Final Validation
Verify Production
Readiness

Go Live

Project Management
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Realization
Transition to SteadyState Operations

Post Go-Live Support


Accept System

Approach Structure Project Activities by Phase


Project
Design

Configure

Validate

Plan Project

Setup Applications

Update Setups

Migrate
Configuration to
Production

Manage Transition to
Steady-state
Operations

Conduct Kick-off
Meeting

Validate
Configuration

Prepare Validation
Scripts

Migrate Integrations
& Extensions to
Production

Post Go-Live Support

Schedule Workshops

Load & Validate Data

Load & Validate Data

Conduct Functional
Design Workshops

Build & Validate


Integrations

Load, Reconcile &


Validate Data in
Production

Handoff to Client
Relationship
Manager

Conduct End-to-End
Review

Conduct Final
Validation Review

Gain Acceptance

Conduct Technical
Design Workshops

Apply & Validate


Extensions and
Extensible Items

Prepare for Training

Verify Production &


Operational
Readiness

Close Project

Prepare Cutover
Strategy

Conduct Train-theTrainer Workshops

Begin Production
Use

Conduct
Implementation
Checkpoint

Conduct
Implementation
Checkpoint

Conduct
Implementation
Checkpoint

Conduct Design
Review
Develop Security and
Validation Strategies
& Plans
Conduct
Implementation
Checkpoint

Implement Security

Transition

Realization

Project Management
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Oracle
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Approach Structure - PROJECT DESIGN PHASE


Project Design Phase
- Approach Activities -

Work Focus
Statement of Work
(reviewed and mutually
accepted)

Plan Project
Conduct Kick-off
Meeting

Project Plan &


Budget
(reviewed & accepted)

Schedule Workshops
Conduct Functional
Design Workshops

Project Staffed &


Workshops
Scheduled
(kickoff workshop held)

Conduct Technical
Design Workshops
Conduct Design
Review
Develop Security and
Validation Strategies
& Plans
Conduct
Implementation
Checkpoint

Key Work Products


Reviewed Contract, Scope, Workplan and
Budget
Confirmed Client Readiness
Project Mgmt Plan and Project Infrastructure
Functional Design / Technical Designs
Strategy and Plan for Security & Validation

Functional Design /
Configuration
Settings (defined)

Technical Designs

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(prepared )

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Implementer
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Approach Structure CONFIGURE PHASE


Configure
- Approach Activities

Work Focus
Staging Environment
(initial setups performed)

Setup Applications
Validate
Configuration
Load & Validate Data

Configuration
(validated through
workshops)

Client Data Load

Implement Security
Prepare Cutover
Strategy
Conduct
Implementation
Checkpoint

Validated Configuration
Validated Data
Validated Integrations
Cutover Strategy

(Initial) (loaded,
reconciled & validated)

Build & Validate


Integrations
Apply & Validate
Extensions and
Extensible Items

Key Work Products

Integrations &
Extensions
(implemented &
validated where mutually
agreed in-scope )

Cutover Strategy
(prepared )

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Implementer
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Approach Structure - VALIDATE PHASE


Validate Phase
-Activities Update Setups
Prepare Validation
Scripts

Load & Validate Data

Conduct End-to-End
Review
Prepare for Training

Work Focus

Key Work Products

Staging Environment (setup


changes applied, if any)

Client Data Load (Full)


(loaded, reconciled & validated)

Users

Validated Data
End-to-end Review Results
Trained Trainers

(prepared for validation)

End-to-End Review
(solution confirmed & ready for
migration to production)

Training Preparations
(Materials prepared )

Conduct Train-theTrainer Workshops


Conduct
Implementation
Checkpoint

Train-the-Trainer (session(s)
conducted)

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Confidential Oracle Internal

Implementer
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Approach Structure TRANSITION PHASE


Transition Phase
- Activities Migrate
Configuration to
Production
Migrate Integrations
& Extensions to
Production
Load, Reconcile &
Validate Data in
Production
Conduct Final
Validation Review
Verify Production &
Operational
Readiness
Begin Production
Use

Work Focus
Key Work Products

Production Environment
(configured)

Integrations & Extensions


(migrated to production)

Data

Validated Production Environment


Production Ready System
System in Production

(loaded, reconciled & validated in


production environment)

Final Validation
(review conducted)

Operational Readiness
(verified)

Production Use of System


(begun )

Conduct
Implementation
Checkpoint

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Confidential Oracle Internal

Implementer
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Approach Structure REALIZATION PHASE


Realization Phase
- Activities -

Work Focus

Manage Transition to
Steady-state
Operations

Steady-State Operations

Post Go-Live Support

Post Go-Live Support

(transition to)
(provided, as agreed)

Handoff to Client
Relationship
Manager

Client Relationship Manager

Gain Acceptance

Acceptance

Key Work Products


Steady-State Operations
Client Relationship Manager Handoff
Final Acceptance Certificate

(handoff completed)
(obtained)

Close Project

Contract & Processes


(closed )

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Confidential Oracle Internal

Implementer
Responsibilit
y

Shared
Responsibilit
y

Client
Responsibilit
y

Questions

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Confidential Oracle Internal

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Confidential Oracle Internal

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