O3Pro Project Methodology

O3Pro methods are an application development and implementation methodology, rather than a full business integration methodology. We focus on the planning, analysis, design, build, test, and deployment of an application. This also includes methods for technical architecture, training and performance support, and service introduction.

O3Pro project methods can be easily applied to both Packaged Development Methods such as Siebel/PeopleSoft/Oracle and SAP as well as custom development projects.

Following are the typical project stages include:

Plan : Define Solution Blueprint and organize the project (determine the business goals, scope, and high-level requirements of the project).

Analyze : Gather, identify, analyze, and manage the requirements. Select technology infrastructure components. Determine environmental and process needs to support the new capability.

Design : Design the applications, technical architecture, technical infrastructure, and application training.

Build : Develop the applications, technical architecture, technical infrastructure, and application training.

Test : Test components built by all workstreams and validate the solution with users.

Deploy : Roll out the application, technical architecture, technical infrastructure, and training to the organization.

Each Stage is divided into work areas, which is further divided into tasks performed by team members.

Work Areas

Planning : In the case of packaged software implementation, the planning phase involves the up-front, project-level planning required to select the packaged software, define the delivery approach, and confirm the project scope. In the case of custom software development/system integration projects, the planning phase involves on-site and off-site arrangements, high level delivery mechanisms and cost estimates.

Project Management : Includes the tasks and deliverables needed to guide a project to a successful completion. It includes planning the project schedule and resources; managing risks, issues, quality, scope, and finances; creating and maintaining project standards; controlling project work; measuring progress; and reporting status.

Application design phase : Involves the tasks and deliverables needed to analyze, design, build, and test a package-based application. Siebel specific changes were made to this area.

Technical Architecture : Includes the tasks and deliverables needed to analyze, select and design, install and build, and test the development, execution, and operations environments. Siebel specific changes were made to this area.

Training and Performance Support : Includes the tasks and deliverables needed to develop the roles, teams, and jobs; training and performance support; and communication materials for the client organization in order to effectively use, support, maintain, and benefit from the application. Siebel specific changes were made to this area.

Service Introduction : Includes tasks and deliverables needed to validate the operability of the application, while determining what the application management unit needs to do to be ready to support the application.

Below is the list of deliverables, typically produced during the project implementation phases. The exact number of deliverables produced is determined during the planning phase.

List of Deliverables

Application Design

Requirements Traceability Matrix
Fit/Gap Analysis
User Scenario
User Feedback Report
Application Inventories
Integration Conceptual Design
System Activity Diagram
Key Data Objects
System Data Flow Diagram
High-level Interface Design
Configuration Rationale
Customization Functional Design
Views and Analytics Business Model Functional Design
Reports and Analytics Dashboards Functional Design
Access Controls and Analytics Security Functional Design
Integration Functional Design
Data Definition
Data Mapping
Sequence Diagram
Access Control Approach
Data Conversion Design
Conversion Application Design
Conversion Procedures
Conversion Mapping
Customization Technical Design
GUI Technical Design
Report Technical Design
Business Component Technical Design
Integration Technical Design
Conversion Plan
Business Process Design

Deploy

Deployment Plan
Deployment Work Plan
Contingency Plan
Go Live Preparation Action Plan
Go Live Support Plan
Migration Documents
Migration Approach
Migration Procedures
Migration Verification Scripts
Migration Request Form
Training Evaluation
Simulation Evaluation
Pilot Evaluation
Client Readiness Sign-off
Go Live Evaluation
Handover Documents

Planning

Sponsor Goals and Expectations
Requirements
Stakeholder Profile
Current Capability Assessment
Solution Blueprint
Application Blueprint
Technology Blueprint
Business Process Blueprint
Training and Performance Support Blueprint
Change Plan
Delivery Strategy
Development Strategy
Sourcing Strategy
Procurement Strategy
Transition Strategy
Piloting Strategy
Testing Strategy
Deployment Strategy
Technology Capacity Plan
Procurement Plan
Project Scope Definition

Program Management

Business Case
Contract
Project Statement of Work
Request for Proposal
Management
Initial Estimate
Project Metrics Plan
Metrics
Project Management Plans
Scope Management Plan
Resource Management Plan
Distributed Work Management Plan
Vendor Management Plan
Risk Management Plan
Performance Reporting Plan
Quality Management Plan
Project Communications Plan
Configuration Management Plan
Records Management Plan
Knowledge Plan
Issue Management Plan
Project Road Map
Project Standards
Iteration Strategy
Project Plan
Work Plan
Schedule and Milestones
Resource Plan
Budget
Team Organization Chart
Project Assumptions
Security Plan
Tailor and Waiver Request
Team Charter
Project Orientation and Training Materials
Training Needs Matrix
Project Management Reports
Project Performance Report
Project Staffing Report
Project Status Report
Issue Log
Change Control Log
Risk Response Log
Change Request
System Investigation Request

Service Introduction

Support Requirements Matrix
Siebel Application Management Repository Management Strategies
Support Impact Statement
Siebel Application Management Team Sizing Estimator
Siebel Team Organization Scorecard
Compliance Report
Service Introduction Plan
Unit Readiness Status Report
Service Level Agreement

Technical Architecture

Application Architecture Specification
Technical Architecture Specification
Development Environment Specification
Execution Environment Specification
Operations Environment Specification
Application Development Standards
TCO Analysis
Technology Implementation Plan
Development Environment Design
Execution Environment Design
Execution Service Design
Infrastructure Platform Design
Operations Environment Service Design
Installation and Configuration Guide
Technology Policies and Procedures

Testing

Common Test Data
Test Plan
Test Approach
Test Scenarios
Test Conditions and Expected Results
Test Cycle Control Sheet
Test Script
Test Closure Memo
Training & Performance Support
Organization Impact Assessment
Organization Impact Matrix
Organization Impact Summary
Performance Assessment
Training and Performance Support Strategy
Training Audience Analysis
Communication Strategy
Communications Audience Analysis
Job Design
Job Description
Role Description
Role/Metrics Matrix
Role/Skills Matrix
Team Design
Training Design
Training Plan
Performance Support Design
Enablement Communications Plan
Training and Performance Support Development Standards
Organization Staffing Plan
Organization Transition Materials
Organization Transition Plan
Organization Transition Tracking
Training Materials
Performance Support Materials
Communication Materials
Maintenance and Support Plan
Simulation Scenario
Performance Support Materials
Communication Materials
Maintenance and Support Plan
Simulation Scenario