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 marketing@jadeglobal.com