10 ways to enhance your it roadmap project with oum
TRANSCRIPT
10 Ways to Enhance Your IT Roadmap Project
with OUM
Agenda
Introduction
What is an IT Roadmap?
10 Ways to Enhance Your Roadmap Project with OUM
Task Examples Create Business Case
Perform Benefit Analysis
Identify Capability Challenges
Prepare Solution Recommendations
About Jade Global, Inc.
Introduction
1. David Richer, PMP, PSM, PSPO
2. Senior Project Manager at Jade Global
3. PMO Responsibility
4. Since 1988 – Microsoft Certified Trainer, Business Owner, IT Director of global manufacturer, Business Analysis and Project Management Consultant
5. Passionate about OUM
6. Presented at Collaborate 16 about how Cloud Implementations Differ From Traditional Implementations
7. https://www.linkedin.com/in/davidricher
Semiconductor Apparel Transportation Green Energy Medical Device High-Tech
5 Global Delivery
Centers
8 Offices
Worldwide
Social Media
and Advertising
Atlanta
Pune
Noida
San Jose
Los Angeles
Reading
Hyderabad
San Diego
Global Delivery Model Serving Many Industries
What is a Roadmap?
1. What is a Roadmap?
A
B
1. What is a Roadmap?
A
B
1. What is a Roadmap?
A
B
1. What is a Roadmap?
A
B
1. What is a Roadmap?
A
B
2. What is an IT Roadmap?
• Defines and validates business objectives and matches those objectives with recommended solutions
• Includes inputs from processes• enterprise business analysis• organizational change management• portfolio• architecture• strategy
• Includes a list of projects which are prioritized, ranked and scheduled in accordance with business goals and strategy
What is Oracle Unified Method?
3. Oracle Unified Method - Focus Areas
4. How to Download OUM 6.3
1. Log in to oracle.com/partnersa. Using your Oracle partner credentials
2. Click “Applications”a. Located in “Find Product Resources”
3. Click “Oracle Unified Method”a. Located in “Customer Experience”
4. Click “Download Oracle Unified Method (OUM)”a. Located in “Related Links”
5. Click on “Oracle Unified Method 6.3.0 (ZIP)a. Located in “OUM Download”
6. Enter password for the encrypted zip filea. Located above download button
15
5. Envision Objectives
Provide the vision for projectsEstablish or bolster enterprise-
level IT processes
Define enterprise strategyRespond to critical business needs
or pain points
6. Envision Phases
Initiate
Maintain and Evolve
7. Envision Processes
8. Activities and Tasks
Prepare Foundation
Prepare for Discovery
Conduct Alignment Workshop
Define Concepts
Gather Information
Prioritize Entry Points
Develop and Present Solution
Prepare Foundation
1. ER.010 Create business case
2. ER.040 Research enterprise
3. BA.018 Establish baseline metrics
4. BVA.020 Document enterprise organizational structures
5. BA.020 Conduct enterprise maturity assessment
6. ER.020 Determine engagement strategy
Prepare For Discovery
1. ER.025 Educate enterprise on area of focus
2. ER.030 Plan engagement
Conduct Executive Alignment Workshop
1. EOCM.020 Prepare for workshop
2. EOCM.030 Conduct workshop
Define and Maintain Common Enterprise Concepts
1. BA.030 Develop glossary
2. ER.070 Define modeling strategy for enterprise
Execute Discovery – Gather Information
1. ER.080 Obtain existing material
2. ER.090 Conduct solution readiness assessment
3. BA.0x0 Develop enterprise knowledge flow, domain model (business entities)
4. IP.0x0 Inventory projects, applications, services
5. GV.0x0 Discover policies, application meta data
Execute Discovery – Brainstorm, Prioritize, and Discover Entry Points1. ER.110 Perform benefit analysis
2. IP 0.x0 Analyze services, business rules
3. BA.0x0 Identify candidate services, business rules, process improvements options
4. ER.130 Produce MoSCoW list
Execute Discovery – Finish
1. ER.140 Share findings with business
2. ER.150 Review discovery findings
Develop Solution and Present to Client
1. EA.0x0 Develop desired future state, architecture, IT portfolio plan
2. EA.170 Identify capability challenges, integration requirements
3. IP.150 Prioritize projects
4. ER.110 Perform benefit analysis
5. IP.060 Develop IT Portfolio plan
Plan Transition to Implementation
1. ER.190 Review feedback and identify opportunities
2. ER.200 Prepare for transition to sales
9. Rinse and Repeat
Any activity or task may be iterated.
Repeat your activities to increase the quality of the activity
or task outputs
add sufficient level of detail
refine and expand them on the basis of user feedback.
10. Use OUM Sparingly
1. Scale OUM to be fit-for-purpose for a given situation.
2. It is rarely appropriate to execute every activity.
3. Even tasks and other outputs should be completed only to the level of detail required for them to be fit-for-purpose.
4. Start with nothing and add just what you need.
Examples
ER.010 – Create Business CaseNo. Task Step Component Component Description
1 Perform Strategic Analysis Strategic Analysis The Strategic Analysis details the high-level business strategies the
customer is looking to implement in the coming years.
2 Perform Value Analysis. Value Analysis The Value Analysis details the specific business value themes around
which you could potentially engage with the customer.
3 Create Customer Benefits
Hypothesis.
Customer Benefits Hypothesis The Customer Benefits Hypothesis is a hypothesis statement to
convince the customer to engage with you.
4 Perform architecture
opportunity research.
Architecture Opportunity Matrix The Architecture Opportunity Matrix provides potential opportunities with
the customer that have not been explored in the past.
5 Review the customer
relationship network.
Customer Relationship Network The Customer Relationship Network details customer relationships with
partners and vendors.
6 Review vendor landscape. Vendor Landscape The Vendor Landscape details the software vendor landscape within the
customer IT architecture.
7 Review customer IT
organization maturity.
Customer IT Organization Maturity The Customer IT Organization Maturity is a high-level assessment of
the IT organization.
8 Perform business and risk
lifecycle assessment.
Business and Risk Lifecycle
Hypothesis
The Business and Risk Lifecycle Hypothesis details the risks of the
customer's current IT strategy and provides a hypothesis for mitigating
those risks.
9 Perform a value improvement
assessment.
Value Improvement Hypothesis The Value Improvement Hypothesis details the value/innovation that
Oracle could bring to the customer and provides a hypothesis.
10 Define Customer Engagement
Plan.
Customer Engagement Plan The Customer Engagement Plan is a high-level plan describing the
customer engagement approach for all Envision phases.
11 Gather information and
present investigation
summary to team.
Customer Envision Engagement
Strategy
The Customer Envision Engagement Strategy organizes all the
components into a single work product to be presented back to the
Oracle team.
ER.110 Perform Benefit Analysis
Separate musts from wants with Cost
Time
Effort
Benefit Categories Expense savings
Labor productivity savings
Revenue improvements
Other improvements (for example, compliance)
ER.165 Identify Capability Challenges
ER.180 Prepare Solution Recommendations
1. Determine Scope of Presentationa. Enterprise, Program, Project?
2. Prepare Presentationa. Validate presentation with customer championb. Include appropriate SMEs to support discussion, if necessaryc. Schedule 1.5 hours even though this will be difficult due to executivesd. Leverage successful templates from existing work of peerse. Have findings laid out on one of first slides, then go into detailf. Always end on next step
3. Conduct Presentationa. When presenting, evaluate the customer’s response and willingness to adoptb. At end, re-confirm points of contact for next steps
BA.040 – Enterprise Process Model (Level 0)
BA.050 – Enterprise Domain Model
BA.060 – High Level Use Case
Buyer
Adjust Purchase Order
Prepare Purchase
Order
Place Purchase Order
Approved
Supplier
BA.045 – Enterprise Business Context DiagramSki-NOW
Supplier
Approved
Supplier
Trading
Community
Customer
(Online)
- Purchase Order
- Request for Quote
- Customer Order Confirm
- Invoice- Product Shipment
- Pricing Information
- Catalog / Item
- Stock Availability
- Procurement Request
Open Order Reminder
(12p & 6p)
Payment
Due Date
Procurement
Inventory
Sales Order
Management
- Ski Bids
- Ski Pricing
Buyer
.Procurement
Manager
- Supplier Approvals
- PO Approvals
- PO Information
- Supplier Status
- Item Information
- PO Information
- Bid Pricing
- Supplier Information
- Trading Community Info
- Shipping Lead Times
- Product Info Inv Levels
- Customer Record
- Customer Order
- Damaged Goods Info
- Customer Order Status
- Item Backorder Info
- Shipment Information
- Inventory Levels
- Customer Returns
.Customer
Service
Manager
- Shipping Information
- Green Packaging Confirm
- Receipt Info
- PO Information
- Receipt Confirmation .Receiving
Agent
- Customer Information
- Payment Information
- Customer Acct. Balances
- Payment Information
- Customer Return Details.
A/R
Specialist
- Supplier Return Details
- Packaging Rebate Details
- Paid Invoices
- Receipt Information
- Packaging Rebate Info .A/P
Specialist
- Stock Levels
- Order Information
- Packaging Information
- Stock Levels
.Warehouse
Manager
- Commodity Bids
- Commodity Pricing
- Request for Quote
Ski
RetailerLarge Chain
Sports Store
Distributor
- Inventory counts
- On-Hand Balances
- Inventory Locations
- Inventory Availability
- Critical Products
- Products Received
.Inventory
Agent
Summary
Summary
1. IT Roadmaps are part of IT strategy planning
2. OUM can help manage any IT project including IT strategy
3. OUM has specific activities to help create roadmap
4. Envision focus area includes not only how to create a roadmap but other key IT strategy activities
5. Most work takes place in the initial phase and is maintained in the next phase
6. OUM has detailed activities and tasks for all processes with guidelines, supplements, templates, and best practices
Thank You
For more information on the ways to enhance your IT roadmap, please contact us today at [email protected]