Oracle Cloud Project

Management for Partners

Module 6 – Transitioning and Aligning
Business Goals and Cloud Project Objectives

Student Guide
S105465GC10

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Module 6 – Transitioning and Aligning
Business Goals and Cloud Project Objectives
Oracle Cloud Project Management Training for Partner

Name
Oracle Alliances & Channels
Safe harbor statement

The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, timing, and pricing of any features or functionality described for Oracle’s
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Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and
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September 2019 and Oracle undertakes no duty to update any statement in light of new information or
future events.

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 Jayasimha Rao

Director: Customer Success Implementation

(EMEA & JAPAC)
Oracle Corporation

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Learning Objectives
Transitioning and Aligning Business Goals and Cloud Project Objectives

By the end of this module, you should be able to:

– Describe key principles of Cloud implementation preparation and readiness
– Explain the impact of Cloud Subscription Economy on projects
– Highlight the importance of bid transitioning from sales to delivery
– Describe the strategic alignment between business and IT
– Define the KPIs for SaaS/PaaS/OCI projects
– Explain how to link project objectives and KPIs to business objectives

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Oracle Cloud Delivery Framework
Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

Project Management and Governance

Cloud Provisioning & Cloud Security & User Continuous Testing Sustainment Plan &
Knowledge Areas

Environments Mgmt. Management Strategy & Plan Adoption Strategy

Project Delivery Implementation Data Transformation

Cloud Architecture
Approach, Planning & Approach for Cloud Strategy & Migration
Envisioning & Planning
Timelines Solutions in Scope Management

Training & Knowledge

Aligning Business Goals Cloud Risk Organizational Change &
Transfer Strategy &
& Project Objectives Management Communication Mgmt.
Plan

Project Artifacts, Deliverables, and Milestones

SaaS PaaS OCI

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Oracle Cloud Delivery Framework
Knowledge Area: Aligning Business Goals and Cloud Project Objectives

Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

Project Management and Governance

Aligning • To understand the customer pain points, business

Business Goals
context / critical drivers for the cloud transformation by
and Cloud
Project aligning the business and IT strategies and goals with the
Objectives project objectives through S.M.A.R.T. view for success

Project Artifacts, Deliverables, and Milestones

SaaS PaaS OCI

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Aligning Business Goals and Cloud Project Objectives
The key principles of cloud implementation preparation and readiness
• Business and program strategic alignment
Strategy • Organizational design
• Goals and funding prioritization

• Program success accountability

Decision Making
• Decision rights and input rights
& Accountability
• Trade-off analysis decision-making framework

• Business value identification

Benefits
• Metrics definition, baselining, and measurement
Management
• Cascading benefits achievement targets

• Business process improvement design

Business Process
• Guiding principle of vanilla/out of the box
Improvement
• Efficiency and effectiveness measures and analysis

Program • Planning, scheduling, resources, costs, issues, and risks management

Management • Program communications cadence

• Stakeholder analysis, roles and responsibilities

Organizational
• Change impacts, readiness, mitigation plans
Change Mgmt.
• User adoption strategies

• Enterprise infrastructure and application architecture design and standards

IT Strategy • IT Evolution

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Cloud Subscription Economy Impact on Projects
Moving to Rapid Time-to-Value and Continuous Consumption of Functionality
Resolution
Expansion
Solution
Presentation
Adoption and Renewal
5 6
4 5

Close / Assignment
Solution
3
Sell/ 6 SUCCEED 4
Development
Resell Go-Live and
1
Reference

2 3
1 2
Explain & Implementation
Discover Provisioning
Assessment and
and Onboarding
Qualification

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 Analyze &
Prepare

Aligning Business Goals and Cloud Project Objectives Aligning Business Goals
& Cloud Project
Objectives

Major Activities

‒ Bid transition and handshake from Oracle Sales and Presales to review the solution footprint
proposed/sold
‒ Analyze the customer pain areas.
‒ Analyze the business context, drivers/objectives.
‒ Assess the current business performance matrix/KPIs.
‒ Link business objectives to project objectives.
‒ Align with the Oracle stakeholders (such as CSM and success plans).
‒ Define and agree with customer SMART project objectives and goals across business functions.

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Bid Transition
Transition from sales to delivery

• Project managers assume responsibility for

commitments made during the sales cycle.
• They initiate discussion with the customer to
align on the vision, business outcome, goals,
strategy, and KPIs set and link them to the
project objectives.

Manage expectations as early as possible.

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Bid Transition: Overview
Names Project
Manager

Contract Initiates
Planning

Lists Constraints/
Authorizes Assumptions
Bid
Transition Produces
Provides preliminary Proj Mgmt. Plan
project information

Produces Stakeholder
Proposal/ Analysis
Bid Package
Sets up Project
Admin Items
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Bid Transition
Major Activities

• Examine the contract terms and conditions & non-standard

conditions.
• Understand the client’s objectives and expectations and
validate project scope.
• Don’t hesitate to re-engage the sales or management team to
reset expectations.
• Validate cloud services subscribed.
• Review the contract with the client so that there is a common
understanding of the scope, time, cost, and terms and
conditions.
• Start compiling the Project Management Plan.
• Come to an agreement with the client on project approach.
• Establish the project infrastructure and collaborative
environment.
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 Plan & Configure Validate
Design & Build & Test

Aligning Business Goals and Cloud Project Objectives Aligning Business Goals and
Cloud Project Objectives

Major Activities
Plan & Design

‒ Review and align the project objectives with the business KPIs.
‒ Set the priority for your objectives (interim benefits).
‒ Leverage the Project Objectives/Business KPIs to manage the scope and business priorities.

Configure &
Build

‒ Review, track, and monitoring the project objectives with the business KPIs.
‒ Align the project objectives/business KPIs across functions.

Validate & Test

‒ Review, validate, and test the system (performance, functionality, reports, security, process, internal control, SOD) versus the project
objectives with the business KPIs.
‒ Cross-validate the project objectives/business KPIs across functions.
‒ Validate the objectives during the project life cycle and measure achievement of the objectives.
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Strategic Alignment Between Business and IT
Driving strategy in the context of cloud

Project Objectives
BUSINESS PERSPECTIVE
IT PERSPECTIVE

Business IT Goals and

Priorities Standards

Potential Business Solution Costs

Value and Training
Improvement Alignment IT Improvement
Opportunities Unmet Opportunities
Needs Cloud Solution
Gaps

Business Current Services,

Needs Costs, and Risks

14 Copyright © 2020, Oracle and/or its affiliates. Reference: ERP the right way! - Brett Beaubouef
Aligning Business Goals and Cloud Project Objectives
Understand where your customer is and where they want to end up.

Start with the end in mind:

• Implementing a business solution.
• Project must address all components.

Implement to the current business maturity level:

People Process
• Technology alone does not mature a business process.

Eliminate the non-value-add and non-competitive:

• Turn subjective to objective by setting business goals and KPIs. Technology
• Set and manage the project by objectives.

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Linking Project Objective and Business Goals
Example

Link project objectives to business goals and KPIs!

Examples:
• Increase customer satisfaction with the services
is a business goal.
• Shorten the cycle times for customer complaint
management by 20% is a project objective!

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Plan for Your Customer’s Success
Conduct periodical reviews during and after the implementation

• Understanding of customer business

Understand
landscape
• Review of progress made against success plan
• Dynamic blueprint for customer’s Oracle
and business objectives Cloud journey
Success Plan
• Identifying and targeting opportunities for
• Defining relevant and impactful business
improvement
objectives and project success matrix
• Providing insight into future industry trends
and innovation
Enable

Business Customer • Tailored evaluation of customer’s cloud

Success adoption
Review
• Identifying and targeting opportunities
Analyze for improved adoption
• Providing detailed insights,
Adoption recommendations, and a robust action
Review plan

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 Mapping Objectives and KPIs
Top 5 customer samples
Financials ERP Procurement
Supply Chain Management
Objectives KPIs Objectives KPIs
Objectives KPIs
Reduce time to Effort (Days) per person Improve PO Track and Monitor
close financial per financial close (Days) processing time. Employee Time To Create Improve customer Order Fulfillment Lead
period. And Route A Single responsiveness Time
Purchase Request (Hours) time.
Increase Payables % of invoices generated
Invoicing automatically by the Increase productivity Track and Monitor Total Increase asset Cash to Cycle Time
productivity. system – Direct Material Staff Time Per Sourcing efficiency.
Sourcing. Event – Direct Material
Improve Payment % of payments (Days) Decrease cost. Track and Monitor
productivity – generated automatically COGS (Focus on
Electronic by the system Increase Services Track and Monitor Total Measurement of Total
Payments. Sourcing staff Staff Time Per Sourcing Cost and its drivers)
productivity. Event – Services (Days)
Improve / Number of hours to Decrease returns. Track and Monitor
Automate Cash complete Cash Return Rates
Increase PO Track and Monitor
Management Management Process
processing Employee Time To Create Increase Repair and
processes.
productivity of And Route A Single operational Maintenance Cycle
Increase internal Average Time To employees. Purchase Request (Hours) excellence.
audit productivity. Complete a Financial
Improve manager Track Manager time to
Analysis – Complete
productivity – PO approve a single purchase
Account Analysis Drill
processing. request (Hours)
Down (Hours)
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 Mapping KPI Metrics to Application Processes and Objectives
Financials Cloud: Examples

KPI Metric Process Category

% of Duplicate Payments Processed Accounts Payable Processing Efficiency
% of Qualifying Early Payments Discounts Taken Accounts Payable Processing Efficiency
Average Processing Cost per Payment Accounts Payable Processing Efficiency
% of Invoices with Errors Accounts Receivable Processing Efficiency
Average Processing Cost per Invoice Accounts Receivable Processing Efficiency
% of Fixed Asset Items with Errors Asset Management Processing Efficiency
Treasury staff as % of Finance staff Cash Management Processing Efficiency
% of Invoices 60+ Days Past Due Collections Processing Effectiveness
Average Delinquent Days Collections Processing Efficiency
External Audit and Accounting Expenses as % of Revenue Financial Reporting Processing Efficiency
Internal Accounting/Finance-related Compliance Expenses as % of Revenue Financial Reporting Processing Efficiency
Revenue Processed during Quarterly Close per Finance/Accounting FTE Financial Reporting Processing Efficiency
# of Expense Reports Processed per Expense-related FTE Travel & Expenses Processing Efficiency
% of Expense Reports with Errors Travel & Expenses Processing Efficiency
Average Time to Process an Expense Report Travel & Expenses Processing Efficiency

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Measuring Success: ERP Sample

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Measuring Success: ERP Sample

VA- Value Assessment

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Measuring Success: HCM Sample

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Measuring Success: HCM Sample

VA- Value Assessment

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 Components Available Under Universal Credits
Cloud Consumption to Monitor and track
• Data Governance
• Visual / Low Code App • Application Integration
Dev • Process Automation
• DevOps Platform • Stream Analytics
• Container Native • API Management
• Cloud Native • Data Quality
• API-First Development • Real-Time Data Streaming &
• Enterprise Java Develop Integrate Replication
• Digital Assistant • Bulk Data Transformation
• Mobile and Deploy and Extend
• Security Info & Event Mgmt (SIEM)
• Apps / Infrastructure Monitoring
• Automated Orchestration
• Log Analytics Oracle Cloud • Content Integrations
• Applied AI & Security / IT Analytics Infrastructure • Collaborative Reviews
•
•
Identity & Access Management
Cloud Access Security Broker
Secure and Publish • Content Authoring and
Management
(CASB) Manage and Engage • Approval & Translation
• Data Loss Prevention (DLP) Workflows
• Content Delivery & Optimization
• Stream and Replicate
• Web Site Builder
• Automate and • Content Analytics
Transform Analyze and • Compute
• Content Sharing
• Cleanse and Govern
• Prepare and Enrich Predict •
•
Storage
Database
• Store and Process
• Containers
• Train and Predict
• Ravello
• Analyze
• Networking
• Query and Notify
• Data Movement

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 PaaS/OCI: Sample KPIs and Objectives
Move to the Cloud
Category Questions to think about Example KPIs
How would you like employee's lives to become
better/easier post implementing/moving to Oracle
• Number of DBA FTEs
Cloud? Improvements in staff, administrator, or user
• Number of System Administrator FTEs
productivity such as less time to do core activities with
Improved • % of time lost waiting on system-based information or performing extra tasks
self-service flexible capabilities, reduced admin time,
Productivity waiting time, i.e. save time and effort for users,
• Average % of Time Spent on Data Loading Activities, Data Development
Activities, Data Management And Data Cleansing
otherwise spent on waiting on for system-based
• Number of users reached without a drop in response time below x seconds
information or performing extra tasks, simplified
processes, and so on.
Are you looking to reduce IT TCO costs post • % of IT Budget for Infrastructure Acquisition; Maintenance and Support;
implementing/moving to Oracle Cloud? E.g. Reduction Development & Testing, Integration, and Deployment
in costs related to licensing and hardware by improving • Total Cost of Ownership
Reduced performance and utilization, with unlimited scaling • Hours of planned downtime / unplanned downtime
Costs capacity and consolidation opportunities, reduce • Opportunity cost vs on premise
support and maintenance and upgrades costs by having • Cost of applications development
Oracle manage and maintain all back-end infrastructure • % of apps launched on time
on your behalf, and so on • Cash management (predictability of cash flows)
What sort of improvements would you like to see with
compliance and security post implementing/moving to • Annual Audit & Compliance Costs
Mitigate Oracle Cloud. Would you like to reduce effort or cost • % of sensitive records utilizing encryption, data masking, or security policy
related to mandatory compliance or reduce security and
Risks • Number of data breaches
data breaches with role-based security and other • Average cost per cybersecurity record
governance standards?

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 PaaS/OCI – Sample KPIs & Objectives – Continued
Move to the Cloud
Category Questions to think about Example KPIs
Are you targeting any improvements with standardization
of processes and with better control that comes from
implementing Cloud? E.g. Improvements with ease of • Number of helpdesk tickets;
Streamlined
maintenance, simplifying troubleshooting, simplifying asset • SLA Compliance;
Processes management, increase in issue resolution speed with role- • Development cycle time reduction
based security, allowing IT to control managed data sets,
enforcing process workflows and data standard, etc..
• Number of System-Users
• Time to solve an incident
Would you expect to obtain additional data-driven insights
Improved • Number of Decision support FTEs
to improve business decision-making post
• Number of FTE involved in reporting
Decision implementing/moving to Oracle Cloud with single view of
• % of time performing analysis and reporting
Making data, better visibility into operations, improved reports
• Variety (number of different data sources)
consistency, improved speed and reliability, and so on?
• Velocity (volume of data generated/analyzed over time)
• Volume of data (TB, GB etc.)
• Hours of planned / unplanned downtime (revenue impact)
• Time to Market Improvements (development cycle time)
What are your expectations for business gains or increased • Database Deployment Improvements
Increased revenue with reduced downtime, with being able to go-to- • Customer retention Rate; Sales Cycle Time; Order Channel
Revenue market faster or with increased innovation that comes from Opportunity Rate; Up Sell/Cross-Sell Rate; Cost of customer
moving to Oracle Cloud? acquisition
• Innovation (Number of new applications/updates per year)

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Aligning Business Goals and Cloud Project Objectives
Major Activities
Transition &
Go Live
‒ Review, validate and measure the
system (performance, functionality,
reports, security, process, internal
controls, SOD) versus the project
objectives with the business KPIs
‒ Mapping Applications/Solutions to
objectives
27 Copyright © 2020, Oracle and/or its affiliates.
Transition & Sustain &
Go Live Realize
Aligning Business Goals &
Cloud Project Objectives
Sustain &
Realize
‒ Review, validate and measure the system (performance, functionality, reports, security,
process, internal control, SOD) versus the project objectives with the business KPIs.
‒ Re-align with business priorities if needed.
‒ Continue review, evolve, measure the KPIs for the business benefit realization and
enhancements.
• The detailed testing activities and key
considerations are covered in the “Continuous
Testing Strategy and Plan” module
• The detailed sustain and realize activities and key
considerations are covered in the “Sustainment
Plan and Adoption Strategy” module.
Conclusion
Transitioning & Aligning Business Goals & Cloud Project Objectives

Now that you have completed this module, you should be able to :
– Describe key principles of Cloud implementation preparation and readiness
– Explain the impact of Cloud Subscription Economy on projects
– Highlight the importance of bid transitioning from sales to delivery
– Describe the strategic alignment between business and IT
– Define the KPIs for SaaS/PaaS/OCI projects
– Explain how to link project objectives and KPIs to business objectives

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Thank You

Oracle Cloud Project Management Training

Oracle Partner Network

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