实施方法论：Oracle Compass.ppt

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1、Compass Methodology Overview,Compass Methodology-Objectives&Agenda,The objective of this overview presentation is that you will be able to answer the following questions:What is Compass?How is Compass sequenced?What are the Phases?When is Compass applicable?What is included in the Compass activities

2、 and steps?,Web-based implementation methodology used for both PeopleSoft and JDE implementationsLeverages continual improvement processes.Initial release in 2000 was based on 30 eBusiness and methodology experts over 8 months efforts to build CompassLeverages intellectual capital of 3300+consultant

3、s and over 15 years implementation experience with 3000+customersIncludes 2500+results-oriented templates that increase implementation predictabilityFlexible-use the components you need;all component interdependencies are mapped,Compass Methodology What Is It?,How is Compass Sequenced?,Scalable,Phas

4、es Strategy,Planning,Structure,Construct,Transition,DeployActivities major sections of a Phase,consisting of Steps that conclude in a project deliverable or milestoneSteps similar tasks that are part of an ActivityApplication specific information includes table setup sequences,application features,i

5、ntegration detail,and application-specific tasks,Compass Phases at a Glance,Strategy PhaseIncludes surveying the customer,determining executive strategy,and PSC-internal activitiesPlanning PhaseIncludes the Implementation Planning Workshop&Technology Assessment Workshop Package ServicesStructure Pha

6、seIncludes detailed implementation planning,specifically defining requirements and developing a project charter,fit/gap analysis,and functional specs,Construct PhaseIncludes designing,building,and initial testing of the PeopleSoft systemTransition PhaseIncludes System Test,other testing activities,a

7、nd getting ready for Production(“Production Readiness”)Deploy PhaseIncludes“go-live”and production support,Compass Phases at a Glance(contd),Value PropositionAll work is bounded within an activityEvery activity has specific deliverablesEnables precise cost controlMaximises the customers resources,Ac

8、tivity Based ApproachInputs,Outputs,DeliverablesPredictable,repeatable,Compass Value Proposition,Value PropositionEnsures the projects costs and resources are managed effectively Keeps the project focused on the goals,and value objectives,Built on PMI/Prince 2 best practiceProject,Program,Risk Manag

9、ement,Compass Value Proposition,Process Modeler600 predefined process flowsDynamically configure associated applicationsLaunch associated applicationsDocuments your whole process,Value PropositionCuts To-Be definition timeLets you focus on the process,NOT the softwareDocuments your whole process for

10、 ongoing change managementTightly binds system testing to the actual process,Compass Value Proposition,Value PropositionProvides real-time work-to listsComplete issue lifecycle management,Project Management ToolGranular scope definition based on Business ProcessesDynamically generated work plan base

11、d on Compass Methodology,Compass Value Proposition,Value PropositionDevelop once,use manyPublish the content in different formats including HTMLSlashes the time taken to produce training kits,User Productivity Kit(UPK)Develop end user training,job aid and quick reference guides,Compass Value Proposi

12、tion,Value PropositionEverything focused on“does this add value or cost?”The system is designed around delivering real monetary valueEveryone is guided by the customers value goals,Focus on identifying business performance improvementsDeploying measurement systems,Compass Value Proposition,How Compa

13、ss Is Structured-Threads,Threads are elements that progress throughout the project.A few examples,Training,Testing,Business Process,Multi-site Model Company,Compass Overview,Compass Phases,“No matter where youare or where you want togo,we have a Compassand a Roadmap to get you there.”,Compass Views:

14、Implementation,Accelerated Enterprise,Upgrade,And theres more.,Activities and Steps contain Descriptions,Procedures,Predecessors and Successors,Primary and Secondary Roles,Tips,Samples,Templates,and more!Role View-Primary and Secondary Role responsibilitiesTools-Templates and Samples Over 2500 templ

15、ates and samples,Communications Plan,Project Plans,Test Plans,Training Plans,Test Scripts,Production Support plans,Security Strategies,Issues Resolution process,Issues tracking database,Status Reports,Software Configuration Management Strategy,Fit/Gap Planning&Execution,Project Charter,Help Desk/Kno

16、wledge Base Approach,Cutover Plan,Reporting Strategy,Interface Strategy,Conversion Strategy,Network Strategy,Security Strategy,Customization Strategy,Compass Phase 1&2:Strategy and Planning,ObjectivesAssess:Business strategyCritical business processesIT infrastructureDeliverablesExecutive Strategic

17、Outline including list of major business drivers and business objectivesHigh-level assessment of major features to be included,Overall Strategy and Planning Phase Goals,Framework for Project CharterProject GovernanceProject plan maintenanceIssues resolution processHigh-Level Implementation Timelines

18、Defined Roles and ResponsibilitiesProject Organizational ChartPreliminary Communications PlanBusiness and Project ObjectivesInfrastructure Decisions Complete,Compass Phase 3:Structure,2 PartsProject Planning&CharterFit/Gap Functional Rqmts&SpecsObjectivesIdentify,analyze,and prioritize affected busi

19、ness processes and software fit.Identify gap solutions.DeliverablesDocumented business needsDetailed business process modelsTechnical architecture strategy and scopeFunctional and technical requirements and specificationsFinalized project charter and scope,Structure Phase-Project Planning and Charte

20、r,Structure Phase-Fit/Gap Functional Rqmts&Specs,Key Structure Phase Goals-,Finalize Project CharterCreate Draft Project PlanComplete Fit/Gap AnalysisComplete Communication and Change Management plansDevelop Project Standards&AdministrationCreate Strategies for:ReportingSecurityInterfacesConversion,

21、Approach:Fit/Gap Analysis,Established“Rules of Engagement”Configure and Set Up Functional Environment for Fit/GapReview and Customize Necessary Objects for Fit/GapFinalize Fit/Gap Schedule and Agenda,Approach:Fit/Gap Analysis(cont),Conduct Fit/Gap sessionsModule specificSpecial topics Integration,Co

22、nversion,SecurityFit/Gap ProcessReview existing business processesReview delivered software functionalityDraft DeliverablesCreate“new”business processDocument findingsDecisions(Business process,configuration)Action itemsCustomization considerations including estimates,Approach:Fit/Gap Analysis(cont)

23、,Configuration Testing(where possible)GoalsProve that the Fit/Gap assumptions workValidate that Foundation Tables work with other tables as desiredSelected application tables configured,Approach:Fit/Gap Analysis(cont),Finalize DeliverablesObtain Client Acceptance and Approval,Compass Phase 4:Constru

24、ct,2 PartsDesignBuild and TestObjectivesDesign,build,and configure system.Conduct initial tests of systems.Develop plans(test,production support,go-live contingency).Develop process and procedure documentation.Identified business scenarios executed,DeliverablesProcess/procedure documentationTest pla

25、nsDevelopment completeCustomizations Interfaces Reports Conversion programsWorkflowProduction support planGo-live contingency planDesign and build started:End-user trainingProcess and procedure documents,Compass Phase 4:Construct,Construct Phase-Design,Construct Phase-Build and Test,Compass Phase 5:

26、Transition,2 PartsSystem TestProduction ReadinessObjectivesUpdate and finalize configuration and setup of base tables.Complete final testing(user,system,performance).Finalize user training.Finalize process&procedure documentation.Prepare production environment.Evaluate go-live readiness.Deliverables

27、Fully tested,production-ready system User trainingTested cutover plan,Transition Phase-System Test&Production Readiness,Testing,Testing,Testing,Configuration TestStructure PhaseTo validate that the configuration decisions discussed during the Fit/Gap sessions are appropriateUnit TestConstruct PhaseT

28、o validate that the individual pieces of software function as a standalone unit and that implementation at the module level is freeof defects.Integration TestConstruct PhaseTo determine if software operates properly as each sub-processis added.,More Testing,Testing,Testing,System TestTransition Phas

29、eTo ensure all business functions and processes execute appropriately from the customers view.System test often addresses testing training materials and processes in addition to pure software functionality.User TestTransition PhaseTo determine if day-to-day users can complete daily work activities w

30、ithin the system with an acceptable level of effort.Performance TestTransition PhaseTo determine if the system can accomplish stated objectives within a specified time period(Department security,GL to HR drilldown).,And Even More Testing,Testing,Testing,Regression TestTransition PhaseA test that val

31、idates if the system performs properly after corrections and/or enhancements have been made.Stress/Load TestTransition PhaseLoad testing is used to test an application against a number of users.Test Cutover Plan Transition PhaseTo ensure that cutover will be able to occur in the expected timeframe w

32、ith the expected results.,Compass Phase 6:Deploy,ObjectivesComplete data conversion(if required)Complete user trainingGo live on production systemIdentify next-step opportunitiesPost Go-Live Acceptance TestingDeliverablesFully operational systemTrained usersAchieve Project Objectives,Deploy Phase,Compass HTML 1.0,Compass is now available in a HTML formatHosted on OFOAvailable to all Oracle employees with OFO accessLink to compass HTML 1.0,Contact Information,Lauren Clark Tony Caselnova Compass Feedback compass-feedback_,Questions?,