1、 （內部培訓資料）如何做好BI項目實施實施階段的劃分每個階段的目的，任務清單，工作方法說明，成果成果物文檔實施團隊的組織結構BI項目實施過程內容AIM（應用系統實施方法論） AIM實施方法論包括了各個過程框架，指導各個過程如何執行的文檔，各個階段的產出物的模板/范例PJM（整體項目管理方法論） 項目管理方法(PJM)的目標是提供一個主框架，使其能夠對所有項目用一致的手段進行計劃、評估、控制和跟蹤。Oracle Applications實施方法論Oracle公司基于多年應用產品實施而提煉的結構化實施方法從定義用戶的實施方法，策略到新的系統上線運行個實施步驟減少用戶的實施風險，保證實施快速，高質量

2、的完成AIM實施方法論AIM體系架構AIM過程體系 1)BusinessProcessArchitecture (BP) BP.010 Define Business and Process Strategy BP.020 Catalog and Analyze Potential Changes BP.030 Determine Data Gathering Requirements BP.040DevelopCurrentProcessModel BP.050 Review Leading Practices BP.060 Develop High-Level Process Vision

3、 BP.070 Develop High-Level Process Design BP.080DevelopFutureProcessModel BP.090 Document Business ProcedureAIM文檔體系 2)BusinessRequirementsDefinition (RD) RD.010 Identify Current Financial and Operating Structure RD.020 Conduct Current Business Baseline RD.030 Establish Process and Mapping Summary RD

4、.040 Gather Business Volumes and Metrics RD.050 Gather Business Requirements RD.060 Determine Audit and Control Requirements RD.070 Identify Business Availability Requirements RD.080 Identify Reporting and Information Access Requirements RD.020 Business Research QuestionnaireAIM文檔體系 3)BusinessRequir

5、ementsMapping BR.010 Analyze High-Level Gaps BR.020 Prepare mapping environment BR.030 Map Business requirements BR.040 Map Business Data BR.050 Conduct Integration Fit Analysis BR.060 Create Information Model BR.070 Create Reporting Fit Analysis BR.080 Test Business Solutions BR.090 Confirm Integra

6、ted Business Solutions BR.100 Define Applications Setup BR.110 Define security ProfilesAIM文檔體系 4)ApplicationandTechnicalArchitecture (TA) TA.010 Define Architecture Requirements and Strategy TA.020 Identify Current Technical Architecture TA.030 Develop Preliminary Conceptual Architecture TA.040 Defi

7、ne Application Architecture TA.050 Define System Availability Strategy TA.060 Define Reporting and Information Access Strategy TA.070 Revise Conceptual Architecture TA.080 Define Application Security Architecture TA.090 Define Application and Database Server Architecture TA.100 Define and Propose Ar

8、chitecture Subsystems TA.110 Define System Capacity Plan TA.120 Define Platform and Network Architecture TA.130 Define Application Deployment Plan TA.140 Assess Performance Risks TA.150 Define System Management ProceduresAIM文檔體系 5)ModuleDesignandBuild (MD) MD.010 Define Application Extension Strateg

9、y MD.020 Define and estimate application extensions MD.030 Define design standards MD.040 Define Build Standards MD.050 Create Application extensions functional design MD.060 Design Database extensions MD.070 Create Application extensions technical design MD.080 Review functional and Technical desig

10、ns MD.090 Prepare Development environment MD.100 Create Database extensions MD.110 Create Application extension modules MD.120 Create Installation routinesAIM文檔體系 6)DataConversion (CV) CV.010 Define data conversion requirements and strategy CV.020 Define Conversion standards CV.030 Prepare conversio

11、n environment CV.040 Perform conversion data mapping CV.050 Define manual conversion procedures CV.060 Design conversion programs CV.070 Prepare conversion test plans CV.080 Develop conversion programs CV.090 Perform conversion unit tests CV.100 Perform conversion business objects CV.110 Perform con

12、version validation tests CV.120 Install conversion programs CV.130 Convert and verify dataAIM文檔體系 7)Documentation (DO) DO.010 Define documentation requirements and strategy DO.020 Define Documentation standards and procedures DO.030 Prepare glossary DO.040 Prepare documentation environment DO.050 Pr

13、oduce documentation prototypes and templates DO.060 Publish user reference manual DO.070 Publish user guide DO.080 Publish technical reference manual DO.090 Publish system management guideAIM文檔體系 8)BusinessSystemTesting (TE) TE.010 Define testing requirements and strategy TE.020 Develop unit test sc

14、ript TE.030 Develop link test script TE.040 Develop system test script TE.050 Develop systems integration test script TE.060 Prepare testing environments TE.070 Perform unit test TE.080 Perform link test TE.090 perform installation test TE.100 Prepare key users for testing TE.110 Perform system test

15、 TE.120 Perform systems integration test TE.130 Perform Acceptance testAIM文檔體系 9)PERFORMACETESTING(PT) PT.010 - Define Performance Testing Strategy PT.020 - Identify Performance Test Scenarios PT.030 - Identify Performance Test Transaction PT.040 - Create Performance Test Scripts PT.050 - Design Per

16、formance Test Transaction Programs PT.060 - Design Performance Test Data PT.070 - Design Test Database Load Programs PT.080 - Create Performance Test Transaction Programs PT.090 - Create Test Database Load Programs PT.100 - Construct Performance Test Database PT.110 - Prepare Performance Test Enviro

17、nment PT.120 - Execute Performance TestAIM文檔體系 10)AdoptionandLearning (AP) AP.010 - Define Executive Project Strategy AP.020 - Conduct Initial Project Team Orientation AP.030 - Develop Project Team Learning Plan AP.040 - Prepare Project Team Learning Environment AP.050 - Conduct Project Team Learnin

18、g Events AP.060 - Develop Business Unit Managers Readiness Plan AP.070 - Develop Project Readiness Roadmap AP.080 - Develop and Execute Communication Campaign AP.090 - Develop Managers Readiness Plan AP.100 - Identify Business Process Impact on OrganizationAIM文檔體系 AP.110 - Align Human Performance Su

19、pport Systems AP.120 - Align Information Technology Groups AP.130 - Conduct User Learning Needs Analysis AP.140 - Develop User Learning Plan AP.150 - Develop User Learning ware AP.160 - Prepare User Learning Environment AP.170 - Conduct User Learning Events AP.180 - Conduct Effectiveness AssessmentA

20、IM文檔體系 11)ProductionMigration (PM) PM.010 - Define Transition Strategy PM.020 - Design Production Support Infrastructure PM.030 - Develop Transition and Contingency Plan PM.040 - Prepare Production Environment PM.050 - Set Up Applications PM.060 - Implement Production Support Infrastructure PM.070 -

21、 Verify Production Readiness PM.080 - Begin Production PM.090 - Measure System Performance PM.100 - Maintain System PM.110 - Refine Production System PM.120 - Decommission Former Systems PM.130 - Propose Future Business Direction PM.140 - Propose Future Technical DirectionAIM文檔體系 12)others WM010 Wor

22、k Management ProceduresAIM文檔體系 主要從商務和技術上來計劃項目的范圍，并確定項目的目標。這一階段的工作，包括建立由公司主要領導為首的項目實施領導小組和各部門有關人員參加的項目實施小組，并開始對員工進行初步的業務管理觀念和方法培訓。具體制定出企業實施應用管理的策略和目標。建立實施策略項目建立確定項目整體需求明確項目實施范圍建立項目實施組織明確項目管理職責項目規劃編制項目實施計劃確定項目階段目標資源預算風險評估制定項目文檔控制主要是定義項目的內容，即對現行的管理進行仔細地回顧和描述，從而認識項目的業務和技術上的具體要求。一般在這個分階段要編寫一個項目定義分析報告，可以更

23、多地是借助于IPO圖的形式來描述目前的流程，并從中找出希望改進的地方，為進一步解決方案的設計創造條件。業務流程分析階段計劃工作計劃職責劃分業務調查業務系統業務流程業務量需求評估業務與技術需求業務與產品需求軟硬件適配度需求訪談目的明確思維轉化成果確認項目管理計劃管理會議管理時間管理人際關系積極聽取沖突處理輔導反饋有效溝通 主要是對上階段形成的業務分析流程，結合業務管理的基本概念和具體的軟件功能，逐項進行回顧、分析，以便對目前每個管理業務流程，提出解決方案 這時一般應編寫項目說明書之類的文檔，作為一個里程碑也作為建立系統的設計任務書。解決方案設計階段計劃 工作計劃 交付成果物方案設計 設計解決方案 設計系統結構 制定軟硬件環境 制定安全與備份機制 詳細的數據轉化邏輯 本階段需根據前一階段擬訂的方案，對管理上(或組織上)需改進之處制定改進方案，包括調整分工、規范流程、統一方法、標