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Help!
They Expect Me to Be an
Oracle Projects Business
Analyst!
Session 12760
Louise Abdulkader
Projects People International
Visit our new blog at
www.OracleProjectsBlog.com
• Projects People International, LLC. was founded in 2004 to assist
project centric organizations in finding the best resources for their
Oracle system requirements. The term “Projects People” has become
synonymous with the people, both users and consultants, who are
passionate about the Oracle Projects Suite products. Keeping abreast
of the features and functionality emerging with each new release, in
addition to understanding the ever expanding integration points and
products, requires a commitment that far exceeds just using or
implementing the applications. It is this dedication to the Projects
Suite products that labels some people “Projects People.”
www.projectspeople.com
The Role of an Oracle Projects ‘Business Analyst’
How to Support (Really Know) Oracle Projects
Oracle My Support Resources
Other Resources Available
KEY POINTS
The Good News First
Consistently Ranked as one of
the best and most in demand
Jobs in America
BCS, The Chartered Institute
for IT, proposes the
following definition of a
business analyst:
"An internal consultancy
role that has responsibility
for investigating business
systems, identifying options
for improving business
systems and bridging the
needs of the business with
the use of IT."
Business Analysts are
‘Knowledge Workers’
•Analyzing data to establish
relationships
•Assessing input in order to
evaluate complex or conflicting
priorities
•Identifying and understanding
trends
•Making connections
•Ability to brainstorm, thinking
broadly (divergent thinking)
•Ability to drill down, creating more
focus (convergent thinking)
•Producing a new capability
•Understanding cause and effect
•Creating or modifying a strategy
Knowledge worker roles
Knowledge workers bring benefits to organizations in a variety
of important ways. These include:
http://en.wikipedia.org/wiki/Knowledge_worker
• The International Institute of
Business Analysis (IIBA) describes
the role as: "a liaison among
stakeholders in order to
understand the structure, policies,
and operations of an organization,
and to recommend solutions that
enable the organization to achieve
its goals."
“someone who apart from
gathering Business
requirements, also assists in
Integration and Acceptance
Testing, supports the
development of training and
implementation material,
participates in the
implementation, and provides
post-implementation support. “
Oracle Specific Methodologies
• As an Oracle Business Analyst it is
important to understand the framework
of Oracle’s Application Implementation
Methodology (AIM) and the Oracle
United Method (OUM)
• This will enable you to effectively
communicate with industry consultants
and experienced Oracle resources
AIM was retired in 2011
Oracle Unified Method
http://samhomer.com/cv/?page_id=14
Help!  They Expect Me to Be an Oracle Projects Business Analyst
Enterprise Analysis
• Purpose: Identify and propose projects
that meet strategic needs and goals
• Tasks: Identify Business Need,
Determine Solution Approach, Define
Solution Scope, Develop the Business
Case
Build a Business Blueprint
• What are the desired reporting goals?
What needs to be measured? What are
the key performance indicators?
• What do people need to do their
everyday jobs efficiently and
accurately?
• What is mandatory – internal and
external?
Greatest Deficiencies
• Root Causes for the following:
• Manual Processes
• Reconciliation Problems
• Inaccuracies in Data
• Financial Closing Delays
Elicitation
• Purpose: Explore, identify, document
and confirm stakeholder needs
• Task: Prepare for elicitation, conduct
elicitation, document results, validate
results
Preparation and Planning
• Identify all stakeholders
• Finance, Project Management (PMO
or Program Control), Human
Resources, Contracts, etc.
• Never forget the “Single Source of
Truth’ concept
Back To Basics
• Sometimes what you really need is
less…Simplify
• Use standard functionality or extensions
to replace manual or difficult processes
Requirements Analysis
• Purpose: Elaborate stated
requirements to sufficient level of detail
to accurately define the business need
• Tasks: Organize, prioritize, specify and
model results, establish use cases
Enumerate Your Requirements
• Make it testable under all scenarios
• State all assumptions and known
constraints for validation
• Define source of requirement, i.e. Is it
statutory, corporate governance,
defined policy, customer mandated, etc.
• Focus on desired results
Solution Assessment
• Gap Analysis – Mapping requirement to
existing functionality
• Include any known information regarding
planned product enhancements
• Include alternatives considered – Is there
another way to achieve results?
Invaluable Resource
Technical Resources
Will need your assistance
in finding information
Billing Extensions
Lots of information related to design
concepts for extensions
Provide Information to Technical
Resources
The Not So Good News
• You will never feel you have the time to
explore new features and improve
business processes if you spend your
time chasing down exceptions and
working on Production Support
problems…
What Makes Projects Different?
• Projects is a full suite of products fully
integrated with many other E-Business
Suite Projects
• There is functionality in Projects that is
often misunderstood, misconfigured,
misused or unknown
Oracle Projects
Supporting Oracle Projects
Sixty-Two References to
Exception Reports
Every process produces exception reports
Have a Smooth Closing…
• Period Close Advisor: E-Business Suite
(EBS) [ID 335.1]
• Period Close Procedures And
Exceptions in Oracle Projects Release
12 [ID 1336233.1]
Help!  They Expect Me to Be an Oracle Projects Business Analyst
Read and Understand the Step
by Step Guide
Read Everything and
Look for Conflicting Information
•How To, Troubleshooting Guides & FAQ’s
•Knowledge Searches
•Product User and Implementation Guides
•Diagnostic Scripts and Guides
•E-TRM Electronic Technical Reference Manual
TOOLS OF THE TRADE
Oracle’s My Support Site
Transaction Import
Everything you need to know for
troubleshooting and training Diagrams for use in Documents
Electronic Technical Reference
Manual E-TRM
E-TRM
Training for Diagnostics
Anyone can use diagnostics!
Projects Specific Diagnostics
Patch and Form Version Info
Linked In Groups
• OAUG Conference Paper
Database
• Blogs:
www.oracleprojectsblog.com
Search for Oracle application blogs
• Oracle Technology Network
Questions?
Comments?
THANK YOU !!

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Help! They Expect Me to Be an Oracle Projects Business Analyst

  • 1. Help! They Expect Me to Be an Oracle Projects Business Analyst! Session 12760 Louise Abdulkader Projects People International
  • 2. Visit our new blog at www.OracleProjectsBlog.com • Projects People International, LLC. was founded in 2004 to assist project centric organizations in finding the best resources for their Oracle system requirements. The term “Projects People” has become synonymous with the people, both users and consultants, who are passionate about the Oracle Projects Suite products. Keeping abreast of the features and functionality emerging with each new release, in addition to understanding the ever expanding integration points and products, requires a commitment that far exceeds just using or implementing the applications. It is this dedication to the Projects Suite products that labels some people “Projects People.” www.projectspeople.com
  • 3. The Role of an Oracle Projects ‘Business Analyst’ How to Support (Really Know) Oracle Projects Oracle My Support Resources Other Resources Available KEY POINTS
  • 5. Consistently Ranked as one of the best and most in demand Jobs in America BCS, The Chartered Institute for IT, proposes the following definition of a business analyst: "An internal consultancy role that has responsibility for investigating business systems, identifying options for improving business systems and bridging the needs of the business with the use of IT."
  • 6. Business Analysts are ‘Knowledge Workers’ •Analyzing data to establish relationships •Assessing input in order to evaluate complex or conflicting priorities •Identifying and understanding trends •Making connections •Ability to brainstorm, thinking broadly (divergent thinking) •Ability to drill down, creating more focus (convergent thinking) •Producing a new capability •Understanding cause and effect •Creating or modifying a strategy Knowledge worker roles Knowledge workers bring benefits to organizations in a variety of important ways. These include: http://en.wikipedia.org/wiki/Knowledge_worker
  • 7. • The International Institute of Business Analysis (IIBA) describes the role as: "a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to achieve its goals." “someone who apart from gathering Business requirements, also assists in Integration and Acceptance Testing, supports the development of training and implementation material, participates in the implementation, and provides post-implementation support. “
  • 8. Oracle Specific Methodologies • As an Oracle Business Analyst it is important to understand the framework of Oracle’s Application Implementation Methodology (AIM) and the Oracle United Method (OUM) • This will enable you to effectively communicate with industry consultants and experienced Oracle resources
  • 9. AIM was retired in 2011
  • 13. Enterprise Analysis • Purpose: Identify and propose projects that meet strategic needs and goals • Tasks: Identify Business Need, Determine Solution Approach, Define Solution Scope, Develop the Business Case
  • 14. Build a Business Blueprint • What are the desired reporting goals? What needs to be measured? What are the key performance indicators? • What do people need to do their everyday jobs efficiently and accurately? • What is mandatory – internal and external?
  • 15. Greatest Deficiencies • Root Causes for the following: • Manual Processes • Reconciliation Problems • Inaccuracies in Data • Financial Closing Delays
  • 16. Elicitation • Purpose: Explore, identify, document and confirm stakeholder needs • Task: Prepare for elicitation, conduct elicitation, document results, validate results
  • 17. Preparation and Planning • Identify all stakeholders • Finance, Project Management (PMO or Program Control), Human Resources, Contracts, etc. • Never forget the “Single Source of Truth’ concept
  • 18. Back To Basics • Sometimes what you really need is less…Simplify • Use standard functionality or extensions to replace manual or difficult processes
  • 19. Requirements Analysis • Purpose: Elaborate stated requirements to sufficient level of detail to accurately define the business need • Tasks: Organize, prioritize, specify and model results, establish use cases
  • 20. Enumerate Your Requirements • Make it testable under all scenarios • State all assumptions and known constraints for validation • Define source of requirement, i.e. Is it statutory, corporate governance, defined policy, customer mandated, etc. • Focus on desired results
  • 21. Solution Assessment • Gap Analysis – Mapping requirement to existing functionality • Include any known information regarding planned product enhancements • Include alternatives considered – Is there another way to achieve results?
  • 22. Invaluable Resource Technical Resources Will need your assistance in finding information
  • 23. Billing Extensions Lots of information related to design concepts for extensions Provide Information to Technical Resources
  • 24. The Not So Good News • You will never feel you have the time to explore new features and improve business processes if you spend your time chasing down exceptions and working on Production Support problems…
  • 25. What Makes Projects Different? • Projects is a full suite of products fully integrated with many other E-Business Suite Projects • There is functionality in Projects that is often misunderstood, misconfigured, misused or unknown
  • 28. Sixty-Two References to Exception Reports Every process produces exception reports
  • 29. Have a Smooth Closing… • Period Close Advisor: E-Business Suite (EBS) [ID 335.1] • Period Close Procedures And Exceptions in Oracle Projects Release 12 [ID 1336233.1]
  • 31. Read and Understand the Step by Step Guide
  • 32. Read Everything and Look for Conflicting Information
  • 33. •How To, Troubleshooting Guides & FAQ’s •Knowledge Searches •Product User and Implementation Guides •Diagnostic Scripts and Guides •E-TRM Electronic Technical Reference Manual TOOLS OF THE TRADE Oracle’s My Support Site
  • 34. Transaction Import Everything you need to know for troubleshooting and training Diagrams for use in Documents
  • 36. Training for Diagnostics Anyone can use diagnostics!
  • 38. Patch and Form Version Info
  • 39. Linked In Groups • OAUG Conference Paper Database • Blogs: www.oracleprojectsblog.com Search for Oracle application blogs • Oracle Technology Network