Detail Oracle AIM (Application Implementation Methodology) Tool - Oracle Financials and SCM Online Training



Oracle’s Project Management Method (PJM) contains the project planning and management activities. PJM is fully integrated with AIM. Oracle’s EasiPath Migration Method (EMM) Advantage

AIM Phases

Definition:

During Definition, you plan the project, review the organization’s business objectives, understand the business processes, and evaluate the feasibility of meeting those objectives under time, resource, and budget constraints. The emphasis is on building an achievable workplan and introducing guidelines on how the organization will work to achieve common objectives. Establishing scope early in the implementation gives the team a common reference point and an effective way to communicate. Strategies, objectives, and approaches are determined for each AIM process, providing the basis for the project plan.

The goal is to identify future business and system requirements, propose the future business model, and determine the current application and information technology architecture. The team reviews financial, operational, technical, and administrative processes and leads workshops with representatives from the organization’s staff to verify that all stakeholders understand and agree on the detailed business requirements. All business requirements are associated with planned future business processes.

Gaps are identified, and corresponding solutions developed. The analysis results in a high-level
design for future business processes. This high-level design is developed into more detailed business process designs during the Operations Analysis phase. During Definition, the executive management of the organization is engaged in several interactive sessions. The project team is organized and oriented. A learning plan is developed and project team members are skilled in their appropriate areas. In addition, the Communication Campaign (AP.080) for the project is begun.


Operation Analysis:
During Operations Analysis, the project team develops the Business Requirements Scenarios (RD.050) based on deliverables from Definition that are used to assess the level of fit between the detailed business
requirements and standard application functionality. Gaps are identified and new proposed solutions are developed. Proposed solutions for gaps evolve into detailed designs during the Solution Design phase.

Proposed solutions for gaps evolve into detailed designs during the Solution Design phase. A model for the application architecture is created and the technical architecture is designed. The technical architecture includes high-level platform, software, and communications components to support the future business system. The Application and Technical Architecture (TA) process documents are used to develop detailed designs during Solution Design.

The team should explore workarounds to application gaps before considering custom modifications or new developments. If the new system requires custom development, the team prepares high-level design documents. These documents include general descriptions of the required features and a work estimate for each customization. The Performance Testing team creates models for testing the performance characteristics of the new system. Finally, a Transition Strategy (PM.010) is developed for migrating the
organization from the current system to the new production system.

Solution Design:
The purpose of Solution Design is to develop the detailed designs for the new system to meet the future business requirements. During this phase, project team members create detailed Business Procedure
Documentation (BP.090).  While new system designs are being finalized, the application and
technical architecture begins to take form. The technical staff designs a technical architecture that can support the standard application. configuration and customizations, and considers the future system
architecture needs of the company. The technical staff also designs performance testing programs and the environment for executing the performance tests.

Business process design is iterative. Tasks that span both the Operations Analysis and Solution Design phases may be performed as a unit by a design team.

Build:
The coding and testing of all customizations and other custom software, including application extensions, data conversions, and interfaces, is done during the Build phase. Business system testing is performed to
validate that the functionality meets business requirements.

If customizations, extensions, or conversions are not required, the Build phase is still important because it includes the business system test, which is commonly conducted as a formal conference room pilot (CRP)
test. The business system test validates the configuration of the new system and is performed in an environment that closely resembles production.

As the new system is being created, you begin to develop custom application documentation and systems operating documentation. As the system is refined, the documentation is reviewed and revised. Developers produce unit-tested and link-tested program modules. System and systems integration tests are performed and a working, tested business system is delivered at the end of the phase. During Build, the Performance Testing team creates Performance Testing components and executes the performance tests. In addition,
user learningware is developed and a user learning environment is set up. Finally, during Build the production support infrastructure is designed and a Transition and Contingency Plan (PM.030) is developed.


Transition:
During Transition, the project team deploys the new system into the organization. The project
team trains the users while the technical team configures the Production Environment and converts data. During Transition, users perform an acceptance test of the new system.  Managing changes and
buffering your organization from negative impacts must be top priority. Transition ends with the cut over to production, when users start performing their job duties using the new system.

If a phased deployment is being employed, Transition may consist of multiple deployments where subsets of the applications may be deployed to various geographical sites and/or business units at different times.

Production:
Production begins immediately with the production cutover. It marks the last phase of the implementation and the beginning of the system support cycle.

During Production, you compare actual results to project objectives and determine if improvements can
be made. Controlled system refinement begins to minimize the impact to users. Finally, you start preliminary planning of the future business and technical direction of the company. If multiple deployments exist, Production will occur at different times for the various geographical sites and business units.


AIM Processes:

Business Process Architecture (BP)
Business Requirements Definition (RD)
Business Requirements Mapping (BR)
Application and Technical Architecture (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

Business Process Architecture (BP): Business Process Architecture addresses understanding of the
organization’s business processes and aligns them with the business requirements and applications to be implemented. Your team then translates that vision into High-Level Process Designs (BP.070).

Business Requirements Definition (RD) defines the business needs that must be met by the implementation project. The project team conducts a Current Business Baseline (RD.020) to document current business requirements, then constructs future business processes and function models to portray future business requirements.

Business Requirements Mapping  (BR) compares the future business requirements to standard application software functionality and identifies gaps that must be addressed to fully meet business needs. Mapping teams are assigned groups of future business processes, usually related by business function. Business Requirements Scenarios (RD.050) are then mapped to application functionality.

During Application and Technical Architecture (TA), you design an information systems architecture that reflects your business vision. Design of the technical infrastructure including databases, servers, networks etc.

Module Design and Build (MD) produces custom application extensions for gaps in functionality identified during Business Requirements Mapping (BR). Custom application extensions include program modules (forms, reports, alerts, and database triggers) that must be designed, built, and tested before they can be incorporated into the new system. Module Design and Build addresses the design and development of the custom modules — Business System Testing (TE) supports testing of the custom modules.

Data Conversion (CV) defines the tasks and deliverables required to convert legacy data to the Oracle Applications tables. The converted data may be needed for system testing, training, and acceptance testing, as well as for production cutover.

Documentation (DO): The amount and level of detail of documentation varies by project. The
Documentation Requirements and Strategy (DO.010) defines the documentation requirements for the project and establishes which of the optional Documentation tasks are required.

Business System Testing (TE): Business System Testing focuses on linking test requirements back to business requirements and securing project resources needed for testing. It

Performance Testing (PT) enables you to define, build, and execute a performance test. It does not assume a particular scope for the performance test. It is closely related to Application and Technical Architecture (TA). The Performance Testing team defines the scope of testing and relates it to point-in-time snapshots of the transactions expected in the real production system.

Adoption and Learning (AP): Learning establishes a measurement system that provides
an evaluation of organizational performance to help make sure that expectations are met during implementation and after production cutover.

Production Migration (PM): moves the company, system, and people to the new enterprise system. Following production cutover, it monitors and refines the production system and plans for the future. The Production Migration process encompasses transition to production readiness, production cutover, and post-production support.

The core tasks in AIM define the minimum set of steps necessary to implement Oracle Applications.

Pre-Packaged Approach
A pre-packaged approach is a set of predefined activities using AIM tasks and deliverables. Pre-packaged approaches offer a set of predefined tasks and predefined templates. These predefined tasks are AIM foundation tasks that have been specifically selected to be part of the pre-packaged approach. Keep in mind many of the templates used by FastForward and other pre-packaged approaches have been pre-seeded with data that must be used by the implementation team

Tailored Approach
A tailored approach allows an organization to have maximum flexibility and extensibility in implementing Oracle Applications. A tailored approach allows an organization to build a project approach that maps
to their unique implementation requirements.






Document Numbers
Communication Campaign (AP.080)
Business Requirements Scenarios (RD.050)
Transition Strategy (PM.010)
detailed Business Procedure Documentation (BP.090).
Transition and Contingency Plan (PM.030)

High-Level Process Designs (BP.070).
Current Business Baseline (RD.020)
Business Requirements Scenarios (RD.050
Documentation Requirements and Strategy (DO.010)



Definition:

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Definition.

ID
Task
Deliverable
Type*

Business Process Architecture
BP.010
Define Business and Process Strategy
Business and Process Strategy
SI

BP.020
Catalog and Analyze Potential Changes
Change Catalog
SI

BP.030
Determine Data Gathering
Data Gathering Requirements
SI


Requirements



BP.040
Develop Current Process Model
Current Process Model
MI

BP.050
Review Leading Practices
Leading Practices Review
MI

BP.060
Develop High-Level Process Vision
High-Level Process Vision
SI

BP.070
Develop High-Level Process Designs
High-Level Process Designs
MI

Business Requirements Definition
RD.010
Identify Current Financial and
Current Financial and Operating
SI


Operating Structure
Structure


RD.020
Conduct Current Business Baseline
Current Business Baseline
MI

Application and Technical Architecture
TA.010
Define Architecture Requirements and
Architecture Requirements and
SI


Strategy
Strategy


TA.020
Identify Current Technical Architecture
Current Technical Architecture
SI



Baseline


TA.030
Develop Preliminary Conceptual
Preliminary Conceptual Architecture
IT


Architecture



Module Design and Build
MD.010
Define Application Extension Strategy
Application Extension Strategy
SI

Data Conversion
CV.010
Define Data Conversion Requirements
Data Conversion Requirements and
SI


and Strategy
Strategy




ID
Task
Deliverable
Type*

Documentation
DO.010
Define Documentation Requirements and Strategy
Documentation Requirements and Strategy
SI

DO.020
Define Documentation Standards and
Documentation Standards and
SI


Procedures
Procedures


DO.030
Prepare Glossary
Glossary
SI

Business System Testing
TE.010
Define Testing Requirements and Strategy
Testing Requirements and Strategy
SI

Performance Testing
PT.010
Define Performance Testing Strategy
Performance Testing Strategy
SI

Adoption and Learning
AP.010
Define Executive Project Strategy
Executive Project Strategy
SI

AP.020
Conduct Initial Project Team Orientation
Oriented Project Team
SI

AP.030
Develop Project Team Learning Plan
Project Team Learning Plan
SI

AP.040
Prepare Project Team Learning Environment
Project Team Learning Environment
SI

AP.050
Conduct Project Team Learning Events
Skilled Project Team
MI

AP.060
Develop Business Unit Managers’ Readiness Plan
Business Unit Managers’ Readiness Plan
SI

AP.070
Develop Project Readiness Roadmap
Project Readiness Roadmap
SI

AP.080
Develop and Execute Communication Campaign
Communication Campaign
SI

*Type: SI=singly instantiated, MI=multiply instantiated, MO=multiply occurring, IT=iterated, O=ongoing. See Glossary.

Operations Analysis

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Operations Analysis.

ID
Task
Deliverable
Type*

Business Process Architecture
BP.080
Develop Future Process Model
Future Process Model
MI

Business Requirements Definition
RD.030
Establish Process and Mapping
Process and Mapping Summary
SI


Summary



RD.040
Gather Business Volumes and Metrics
Business Volumes and Metrics
SI

RD.050
Gather Business Requirements
Business Requirements Scenarios
MI

RD.060
Determine Audit and Control
Audit and Control Requirements
SI


Requirements



RD.070
Identify Business Availability
Business Availability Requirements
SI


Requirements



RD.080
Identify Reporting and Information
Master Report Tracking List
MI


Access Requirements



Business Requirements Mapping
BR.010
Analyze High-Level Gaps
High-Level Gap Analysis
SI

BR.020
Prepare Mapping Environment
Configuration Mapping Environment
SI

BR.030
Map Business Requirements
Mapped Business Requirements
MI

BR.040
Map Business Data
Mapped Business Data
MI

BR.050
Conduct Integration Fit Analysis
Integration Fit Analysis
SI

BR.060
Create Information Model
Information Model
SI

BR.070
Conduct Reporting Fit Analysis
Master Report Tracking List
MI

BR.080
Test Business Solutions
Business Mapping Test Results
MI

BR.090
Confirm Integrated Business Solutions
Confirmed Business Solutions
SI



ID
Task
Deliverable
Type*

Application and Technical Architecture
TA.040
Define Application Architecture
Application Architecture
SI

TA.050
Define System Availability Strategy
System Availability Strategy
SI

TA.060
Define Reporting and Information
Reporting and Information Access
SI


Access Strategy
Strategy


TA.070
Revise Conceptual Architecture
Conceptual Architecture
SI

Module Design and Build
MD.020
Define and Estimate Application
Application Extension Definition and
MI, IT


Extensions
Estimates


Documentation
DO.040
Prepare Documentation Environment
Documentation Environment
SI

DO.050
Produce Documentation Prototypes
Documentation Prototypes and
MI


and Templates
Templates


Performance Testing
PT.020
Identify Performance Test Scenarios
Performance Test Scenarios
MI

PT.030
Identify Performance Test Transaction
Performance Test Transaction Models
MI


Models



Adoption and Learning
AP.090
Develop Managers’ Readiness Plan
Managers’ Readiness Plan
SI

Production Migration
PM.010
Define Transition Strategy
Transition Strategy
SI


Solution Design

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Solution Design.

ID
Task
Deliverable
Type*

Business Process Architecture
BP.090
Document Business Procedures
Business Procedure Documentation
MI

Business Requirements Mapping
BR.100
Define Application Setups
Application Setup Documents
MI

BR.110
Design Security Profiles
Security Profiles
SI

Application and Technical Architecture
TA.080
Define Application Security
Application Security Architecture
SI


Architecture



Module Design and Build
MD.030
Define Design Standards
Design Standards
SI

MD.040
Define Build Standards
Build Standards
SI

MD.050
Create Application Extensions
Application Extensions Functional
MI, IT


Functional Design
Design


MD.060
Design Database Extensions
Database Extensions Design
SI

MD.070
Create Application Extensions
Application Extensions Technical
MI, IT


Technical Design
Design


MD.080
Review Functional and Technical
Approved Designs
SI


Designs



Data Conversion
CV.020
Define Conversion Standards
Conversion Standards
SI

CV.030
Prepare Conversion Environment
Conversion Environment
SI

CV.040
Perform Conversion Data Mapping
Conversion Data Mapping
MI

CV.050
Define Manual Conversion Procedures
Manual Conversion Procedures
MI

CV.060
Design Conversion Programs
Conversion Program Design
MI

CV.070
Prepare Conversion Test Plans
Conversion Test Plans
MI



ID
Task
Deliverable
Type*

Business System Testing
TE.020
Develop Unit Test Script
Unit Test Script
MI

TE.030
Develop Link Test Script
Link Test Script
MI

TE.040
Develop System Test Script
System Test Script
MI

TE.050
Develop Systems Integration Test
Systems Integration Test Script
MI


Script



Performance Testing
PT.040
Create Performance Test Scripts
Performance Test Scripts
MI

PT.050
Design Performance Test Transaction
Performance Test Transaction Program
MI


Programs
Designs


PT.060
Design Performance Test Data
Performance Test Data Design
SI

PT.070
Design Test Database Load Programs
Performance Test Database Load
MI



Program Designs


Adoption and Learning
AP.100
Identify Business Process Impact on
Business Process Organizational
SI


Organization
Impact


AP.110
Align Human Performance Support
Human Performance Support Systems
MI, IT


Systems



AP.120
Align Information Technology Groups
Aligned Information Technology
MI



Groups


AP.130
Conduct User Learning Needs
User Learning Needs Analysis
SI


Analysis



AP.140
Develop User Learning Plan
User Learning Plan
SI


Build

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Build.

ID
Task
Deliverable
Type*

Application and Technical Architecture
TA.090
Define Application and Database
Application and Database Server
SI


Server Architecture
Architecture


TA.100
Define and Propose Architecture
Architecture Subsystems Proposal
MI


Subsystems



TA.110
Define System Capacity Plan
System Capacity Plan
SI

TA.120
Define Platform and Network
Platform and Network Architect
SI


Architecture



TA.130
Define Application Deployment Plan
Application Deployment Plan
IT

TA.140
Assess Performance Risks
Performance Risk Assessment
SI

TA.150
Define System Management
System Management Procedures
SI


Procedures



Module Design and Build
MD.090
Prepare Development Environment
Development Environment
SI

MD.100
Create Database Extensions
Custom Database Objects
SI

MD.110
Create Application Extension Modules
Module Source Code
MI

MD.120
Create Installation Routines
Installation Routines
MI

Data Conversion
CV.080
Develop Conversion Programs
Conversion Programs
MI

CV.090
Perform Conversion Unit Tests
Unit-Tested Conversion Programs
MI

CV.100
Perform Conversion Business Object
Business Object-Tested Conversion
MI


Tests
Programs


CV.110
Perform Conversion Validation Tests
Validation-Tested Conversion
MI



Programs




ID
Task
Deliverable
Type*

Documentation
DO.060
Publish User Reference Manual
User Reference Manual
IT

DO.070
Publish User Guide
User Guide
IT

DO.080
Publish Technical Reference Manual
Tech Reference Manual
IT

DO.090
Publish System Management Guide
System Management Guide
IT

Business System Testing
TE.060
Prepare Testing Environments
Testing Environments
MI

TE.070
Perform Unit Test
Unit-Tested Modules
MI, IT

TE.080
Perform Link Test
Link-Tested Modules
MI, IT

TE.090
Perform Installation Test
Tested Installation Routines
IT

TE.100
Prepare Key Users for Testing
Prepared Key Users
SI

TE.110
Perform System Test
System-Tested Applications
IT

TE.120
Perform Systems Integration Test
Integration-Tested System
IT

Performance Testing
PT.080
Create Performance Test Transaction
Performance Test Transaction
MI


Programs
Programs


PT.090
Create Test Database Load Programs
Performance Test Database Load
MI



Programs


PT.100
Construct Performance Test Database
Performance Test Database
SI

PT.110
Prepare Performance Test Environment
Performance Test Environment
MI, IT

PT.120
Execute Performance Test
Performance Test Results
MI, IT

PT.130
Create Performance Test Report
Performance Test Report
SI

Adoption and Learning
AP.150
Develop User Learningware
User Learningware
MI, IT

AP.160
Prepare User Learning Environment
User Learning Environment
SI

Production Migration
PM.020
Design Production Support
Product Support Infrastructure Design
SI


Infrastructure



PM.030
Develop Transition and Contingency
Transition and Contingency Plan
SI


Plan




Transition:

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Transition.

ID
Task
Deliverable
Type*

Data Conversion
CV.120
Install Conversion Programs
Installed Conversion Programs
SI

CV.130
Convert and Verify Data
Converted and Verified Data
SI

Business System Testing
TE.130
Perform Acceptance Test
Acceptance Test Results
SI

Adoption and Learning
AP.170
Conduct User Learning Events
Skilled Users
MI, IT

Production Migration
PM.040
Prepare Production Environment
Production Environment
SI

PM.050
Set Up Applications
Configured Applications
MI

PM.060
Implement Production Support
Production Support Infrastructure
SI


Infrastructure



PM.070
Verify Production Readiness
Production-Ready System
SI

PM.080
Begin Production
Production System
SI

*Type: SI=singly instantiated, MI=multiply instantiated, MO=multiply occurring, IT=iterated, O=ongoing. See Glossary.


Production:

Tasks and Deliverables

The table below lists the tasks executed and the deliverables produced

during Production.

ID
Task
Deliverable
Type*

Adoption and Learning
AP.180
Conduct Effectiveness Assessment
Effectiveness Assessment
SI

Production Migration
PM.090
Measure System Performance
System Performance Assessment
SI

PM.100
Maintain System
Maintained Production Environment
SI

PM.110
Refine Production System
Refined Production Environment
SI

PM.120
Decommission Former Systems
Decommissioned Systems
MI

PM.130
Propose Future Business Direction
Business Direction Recommendations
SI

PM.140
Propose Future Technical Direction
Technical Direction Recommendations
SI

*Type: SI=singly instantiated, MI=multiply instantiated, MO=multiply occurring, IT=iterated, O=ongoing. See Glossary.

Table 7-3 Production Phase Tasks and Deliverables













Unit Testing
A unit test verifies that a function or set of functions "honors its contract" - in other words, that the function(s) under test meet the requirements.  Unit tests inspect both black boxes or white boxes. A black box test (also known as a "functional test") is one in which you feed it inputs and verify the outputs without being able to inspect the internal workings.  Furthermore, one doesn't usually have information regarding:
  • how the box handles errors
  • whether your inputs are executing all code pathways
  • how to modify your inputs so that all code pathways are executed
  • dependencies on other resources
A white box provides the information necessary to test all the possible pathways.  This includes not only correct inputs, but incorrect inputs, so that error handlers can be verified as well.  This provides several advantages:
  • you know how the box handles errors
  • you can usually write tests that verify all code pathways
  • the unit test, being more complete, is a kind of documentation guideline that the implementer can use when actually writing the code in the box
  • resource dependencies are known
  • internal workings can be inspected
In the "write the test first" scenario, the ability to write complete tests is vital information to the person that ultimately implements the code, therefore a good white box unit test must ensure that, at least conceptually, all the different pathways are exercised.