如何做好BI项目实施

1、 （内部培训资料）如何做好BI项目实施实施阶段的划分每个阶段的目的，任务清单，工作方法说明，成果成果物文档实施团队的组织结构BI项目实施过程内容AIM（应用系统实施方法论） AIM实施方法论包括了各个过程框架，指导各个过程如何执行的文档，各个阶段的产出物的模板/范例PJM（整体项目管理方法论） 项目管理方法(PJM)的目标是提供一个主框架，使其能够对所有项目用一致的手段进行计划、评估、控制和跟踪。Oracle Applications实施方法论Oracle公司基于多年应用产品实施而提炼的结构化实施方法从定义用户的实施方法，策略到新的系统上线运行个实施步骤减少用户的实施风险，保证实施快速，高质量

2、的完成AIM实施方法论AIM体系架构AIM过程体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 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文档体系 12)others WM010 Wor

22、k Management ProceduresAIM文档体系 主要从商务和技术上来计划项目的范围，并确定项目的目标。这一阶段的工作，包括建立由公司主要领导为首的项目实施领导小组和各部门有关人员参加的项目实施小组，并开始对员工进行初步的业务管理观念和方法培训。具体制定出企业实施应用管理的策略和目标。建立实施策略项目建立确定项目整体需求明确项目实施范围建立项目实施组织明确项目管理职责项目规划编制项目实施计划确定项目阶段目标资源预算风险评估制定项目文档控制主要是定义项目的内容，即对现行的管理进行仔细地回顾和描述，从而认识项目的业务和技术上的具体要求。一般在这个分阶段要编写一个项目定义分析报告，可以更

23、多地是借助于IPO图的形式来描述目前的流程，并从中找出希望改进的地方，为进一步解决方案的设计创造条件。业务流程分析阶段计划工作计划职责划分业务调查业务系统业务流程业务量需求评估业务与技术需求业务与产品需求软硬件适配度需求访谈目的明确思维转化成果确认项目管理计划管理会议管理时间管理人际关系积极听取冲突处理辅导反馈有效沟通 主要是对上阶段形成的业务分析流程，结合业务管理的基本概念和具体的软件功能，逐项进行回顾、分析，以便对目前每个管理业务流程，提出解决方案 这时一般应编写项目说明书之类的文档，作为一个里程碑也作为建立系统的设计任务书。解决方案设计阶段计划 工作计划 交付成果物方案设计 设计解决方案 设计系统结构 制定软硬件环境 制定安全与备份机制 详细的数据转化逻辑 本阶段需根据前一阶段拟订的方案，对管理上(或组织上)需改进之处制定改进方案，包括调整分工、规范流程、统一方法、标