Session ID:

Accelerated Cloud EPM 10258

Implementation Framework
Prepared by:
Deepak Khare - Caresoft Inc
Himanshu Dhimar - Caresoft Inc
12 Weeks Cloud Implementation Nitesh Argal - Caresoft Inc
Framework. @caresoftinc

25 Apr, 2018

Remember to complete your evaluation for this session within the app!
Deepak Khare
Principal Consultant, and Founding Partner – Caresoft Inc
dkhare@caresoftinc.com / (732) 764-9500 x 201

• 30+ years of experience managing and delivering multi-million dollar

transformation projects with focus on bringing high return on IT
investments.
• Deep understanding of the vision & business strategies
• Enduring, collaborative relationships with key stakeholders and forming
win-win strategic partnerships.
• Strong focus on innovation, value generation, teamwork and Kaizen
• Keen eye for simplifying cutting edge technology and complex
solutions.
Nitesh Argal
Sr. Hyperion Admin and Architect – Caresoft Inc
niteshargal@caresoftinc.com / (732) 764-9500 x 203

• In depth experience with architecting Hyperion EPM systems for on

premise and cloud solutions
• Well versed with multi-dimensional modelling, Cubes, ETL Design and
system integration issues
• Strong experience architecting Security Models
• Oracle Certified Implementation specialist
Overview

• Framework for Cloud EPM Deployment

• Demystify “Before”, “During” and “After” activities for Cloud EPM rollout
• Standardized approach for Cloud EPM rollout
5

Planning and Initiation

Task Work Product

Review Contract, Workplan and Budget with the customer. Project Plan
Project Team Project Team Org Chart
Resources Instance Plan
Strategy
Risk Mitigation Plan Risk Management Plan
Governance Plan Governance Plan
Communication Plan Communication Plan
Review Project Approach with Customer and Confirm Customer Readiness
Conduct Customer Kickoff Meeting
6

Week - 1 : Assessment

• Tasks :
– Fit-Gap analysis Fit Gap Analysis document
– Scope Validation and Revisit Effort estimate

• Work Product
– Fit Gap Analysis document
– Scope Validation and
7

Week – 2 : Client meetings (interviews, demo)

• Review existing application, processes, Documents

• Identify pain points

• Conduct Interview for :

– End users
– Power Users
– IT Admin
– Functional Admin
– Infrastructure
– IT Support
8

Week – 3 & 4 : Design & Documentation

• Tasks
• Conduct Functional Design Workshops
• Conduct Technical Design Workshops
• Conduct Design Review
• Design – RICE objects, Dimensions, Interfaces

• Work Product
• Functional Design
• Technical Designs
• Approved Designs
• Inventory of Objects, Customizations & Interfaces changes
9

Week – 5 : Design Validation workshops

• Tasks
• Build & Unit Test
– Development
– Prepare Test cases
– Test Plans
– Release Documents

• Work Product
• Unit Test Cases & results
• SIT Plan & Test Cases
10

Week – 6 & 7 : Development

• Initial Configuration
– Setup Applications
– Prepare Validation Scripts
– Conduct Configuration Validation Workshops
– Update Setup Documentation
– Update Business Process Model
11

Week – 8,9 & 10

• Tasks
• Launch Prototype 1
• Unit Test (establish dimensions, meta data and other core design)
• Add Calculations
• Data integration – data loads, transformations
• Data interfaces – reports, forms, task lists
• System Integration Testing – Data Validation, SIT, Fix SIT Defects, Prepare
Data Validation reports, SIT Test Results
12

Week – 8,9 & 10 : Design Validation workshops

Work Products
• SIT Defect and resolution logs
• SIT test results
• SIT completion Report
• Data Validation report
13

Week – 11 : UAT

• Analyse the system

• Fix UAT defects
• Reconcile and Validate Data
• UAT Defects Resolution
14

Week 12 & 13 - Deployment Planning &

Execution
• Deployment Planning & Execution –
– Go live Plan
– Cut over
– Roll-back plan
– Mock-up Go Live plan
– Fix defects during Go-live
– Go-live
– Sign-off
15

Week 14 - Post go-live support

• Post go-live support –

– Hypercare
– Transition to the support team
– Run book
Thank You
 DKhare@caresoftinc.com

Session ID:
10258

Remember to complete your evaluation for this session within the app!