Oracle Fusion Analytics Implementation Series: Plan

May 29, 2023 | 37 minute read
Krithika Raghavan
Director, Oracle Analytics
Text Size 100%:
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Post updated June 23rd, 2023, with the Ordering, Initial Training, Partner Selection, Activating, Implementation Approach, and Implementation Team sections.
Updated August 23rd, 2023, with the Identity Synchronization and Single Sign-On and Fusion Analytics sections.
Updated September 12th, 2023, with the Fusion Cloud Applications section. Updated October 6th, 2023, with the remaining sections.

Introduction

Oracle Fusion Analytics (Fusion Analytics) is a family of prebuilt, cloud-native analytics services designed to deliver personalized insights for Oracle Fusion Cloud Applications.

overall

Included in Fusion Analytics are:

  • A library of ready-to-use metrics and dashboards for faster collaboration.
  • An extensible, Oracle-managed data platform with ready-to-use data extraction pipelines.
  • An extensible, Oracle-managed semantic data model.
  • An extensible, Oracle-managed security framework that leverages the security components in Oracle Fusion Cloud Applications.

This post is a member of the Implementing Oracle Fusion Analytics Series and guides planning the implementation process, making essential decisions, and identifying and capturing the essential data needed for subsequent sections.

Note: This post is a work in progress. It is updated frequently with new content.

Implementation Planning

Implementing Fusion Analytics

A Fusion Analytics implementation comprises a broad spectrum of decisions and determinations. Save valuable time and prevent errors by carefully planning the implementation.

The most important decisions are the implementation cloud account and approach.

Based on experience working with hundreds of enterprise customers, Oracle recommends using the Oracle Fusion Cloud Applications cloud account and an accelerated phased rollout approach. This cloud account saves time and expenses and minimizes complexity when setting up the security integration between Fusion Analytics and Oracle Fusion Cloud Applications. The accelerated phased rollout approach allows early feedback from business users, minimizes complexity, quickly provides administrators with end-to-end implementation experience, and provides a baseline for customization requirements.

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Implementation Approach

Approach

The most critical planning decision is the Implementation Approach. It affects all other topics.

Fusion Analytics implementations use one of two approaches: Phased and Full-Fledged.

> Determine the implementation approach.

Recommendation: Use the phased approach.

Phased Approach

The phased rollout approach allows early feedback from business users, minimizes complexity, quickly provides administrators with end-to-end implementation experience, and provides a baseline for customization requirements. A phased approach or accelerated phased approach has phases with small scopes and timelines measured in weeks.

Accelerated Phased Oracle Fusion Analytics Approach

Refer to the Fusion Analytics Phased Approach post for detailed information.


Full-Fledged Approach

This approach, also called the Big Bang approach, is an all-at-once implementation. All components are rolled out the same day users start using the system. Some organizations take a full-fledged approach because they have experience with it. The timeline is measured in many months and usually exceeds the timeline of the phased approach due to complexities associated with larger teams, multiple applications, and customization requirements developed without the benefit of ready-to-use baselines.

Full-Fledged Oracle Fusion Analytics Implementation Approach


Checklist
Question Response
Is the recommended phased implementation approach chosen?  
What Fusion Analytics application does the initial prebuilt phase use?  
What functional area does the initial prebuilt phase use?  
What other functional areas from the initial application are required?  
What other Fusion Analytics applications and functional areas are required?  
List the remaining phases by number, application, functional area(s), and type (Prebuilt, Customization, Rollout)  

Example Phase List
Phase Number Application Functional Area(s) Type
1 ERP GL Prebuilt
2 ERP AR, AP Prebuilt
3 ERP AR Customization
4 ERP GL, AR Rollout
5 ERP AP Customization
6 ERP AP Rollout

The examples in the following sections assume the initial phase uses:

  • The ERP application.
  • The General Ledger functional area.

 

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Implementation Team

team

The implementation team makes decisions and determinations and creates and executes the implementation plan. It is broad-based, with representatives from the user community, business and project management, and functional, application, and Oracle Cloud Infrastructure (OCI) administrators.

Ideally, the team comprises those enabled to dedicate significant time to the implementation.

Note: With the phased approach, team members and roles are revised for each phase.

Implementation Roles

The initial phase of a phased implementation comprises the following roles.

Role Duties
Executive Sponsor Signs off on the project, overall scope, and timelines.
Implementation Lead Coordinates training, support, enhancements activities, and communications between the Customer, Partner, and Oracle.
Project Manager Manages the overall project plan.
Functional Administrators Understand the Fusion Cloud Applications functional areas and define functional requirements.
Technical Administrators Activate subscriptions. Configure and secure Fusion Cloud Applications, Oracle Cloud Infrastructure, and Fusion Analytics.
Business Users Consume, analyze, and validate Fusion Analytics content.
Success Managers and Subject Matter Experts Oracle representatives ensure a successful implementation.

Implementation Team Members

Team members comprise Customer, Partner, and Oracle resources.

> Determine the Initial Phase Team Member by name and source.

Member Name Source
Jane Doe Customer
John Doe Customer
Mary Smith Partner
John Smith Oracle
William Tell Customer
Carol Danvers Customer

Implementation Role Membership

> Determine the team members implementation roles.

Below is an example of Initial Phase Member-Role Mapping.

Member Name Role
Jane Doe Executive Sponsor
John Doe Implementation Lead
Mary Smith Project Manager
John Smith Success Manager
William Tell Functional Administrator
Carol Danvers Business User

Checklist
Question Response
Are the team members identified?  
Are the team members assigned to project roles?  
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Order Placement

Ordering

The Fusion Analytics implementation journey begins with Ordering.

A Fusion Analytics order contains subscriptions for:

  • Fusion Analytics applications such as Enterprise Resource Planning (ERP) Analytics and Human Capital Management (HCM) Analytics.
  • The maximum number of licensed users for each application.
  • A Pay-as-you-go (PAYGO) Universal Credits (UCC) subscription - a technical prerequisite for activating Fusion Analytics.
  • One development and one production environment.
  • Optionally, one or more Additional Test Environments (ATE) may be ordered.

Note: An Oracle Cloud account with a Universal Credits subscription is required to activate and provision Fusion Analytics.
Ensure with the Oracle Sales Representative that the Fusion Analytics order contains a PAYGO UCC subscription.

Checklist
Question Response
What is the order date?  
What is the order number?  
What is the subscription number?  
Is a PAYGO UCC subscription included in the order?  
What is the UCC subscription number?  
What applications, e.g., ERP, HCM, are ordered?  
How many ATEs are ordered?  
For each application, what is the number of licensed users?  
Who is the buyer of the order?  
Who is the administrator of the order?  
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Initial Training

FAW Training Pic

Oracle recommends that members of the subscribing organization participating in the implementation, including the buyer and administrator noted on the Fusion Analytics order, attend initial training. This training provides an overall view of Fusion Analytics, the implementation workflow, and an understating of the terminology used. It does not replace the need for an experienced partner but helps select a partner and make informed decisions.

Refer to Fusion Analytics Training Resources for links to various types of learning.

Get started with the following courses.

> Determine if the key implementation members of the subscribing organization attended initial training.


Checklist
Question Response
Have the key implementation members of the subscribing organization attended initial training?  
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Partner Selection

FAW Partner Choice

Oracle recommends using a trusted partner for a successful Fusion Analytics implementation.

Investing in an implementation partner with industry and Fusion Analytics experience pays off. Fusion Analytics implementation partners are experts. They optimize every project stage, from planning and provisioning to transitioning and training. A partner saves frustration and time, provides insights, and opens possibilities.

> Determine the partner name and if they have implemented Fusion Analytics before or attended Fusion Analytics Partner training.

A personalized list with recommendations based on application, industry, and geographical location is available by emailing oapartners_us@oracle.com.


Checklist
Question Response
What is the Partner Company Name?  
Has the partner implemented Fusion Analytics before or attended Fusion Analytics Partner training?  

Important! If the Partner is not experienced, work with Oracle Analytics Service Excellence to obtain training for the partner or assistance in selecting a different partner.

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Activation

Activate

Activation of the Fusion Analytics order occurs shortly after receiving the Fusion Analytics welcome emails and selecting an implementation partner.

Oracle Cloud Account and Region

A vital implementation decision is which Oracle cloud account hosts Fusion Analytics. Fusion Analytics requires a cloud account that subscribes to or can subscribe to a supported Fusion Analytics region listed in Fusion Analytics Regions.

> Determine if the cloud account has supported regions.

  • Sign into the OCI console.
  • Click the Region dropdown.
  • View the displayed regions or click Manage Regions.
    • Compare the subscribed and subscribable regions to the list of supported regions.

OCI Region List

Subscribable regions

Important! Stop and work with Oracle representatives if a supported Fusion Analytics region is not available in the desired cloud account.

Recommendation: Activate Fusion Analytics into the Fusion Cloud Applications cloud account.

Following the recommendation simplifies many preparation and configuration tasks such as:

  • Fusion Cloud Applications User and Group Synchronization
  • Single Sign-On
  • Network Access Control
  • OCI Administration
Oracle Cloud Account Administrator

The administrator listed on the Fusion Analytics order or a delegate must have administrator privileges in the cloud account chosen for Fusion Analytics.

> Determine if administrative privileges exist.

  • Sign in to the cloud account
  • Navigate to Identity & Security
  • Click Policies
  • Change the Compartment to the root compartment.

Administrative privileges exist if policies are visible and no errors are encountered.

Policies

Oracle Cloud Account UCC Subscription

If an active UCC subscription exists in the cloud account chosen for Fusion Analytics, UCC does not need to be activated.

> Determine if an active UCC subscription exists.

  • Sign into the cloud account
  • Navigate to Billing and Cost Management
  • Click Subscriptions.

UCC Subscription

Important! The UCC subscription must be activated within 30 days of placing the Fusion Analytics order.
Stop if more than 30 days have passed since the order, and work with an Oracle Sales Representative to reorder UCC.


Checklist
Question Response
Who is to activate the UCC and Fusion Analytics subscriptions?  
Does the activator possess the UCC welcome email?  
Does the activator possess the Fusion Analytics welcome email?  
What is the Fusion Cloud Applications cloud account name?  
Is the Fusion Cloud Applications cloud account chosen for Fusion Analytics?  
If not, what is the cloud account chosen for Fusion Analytics?  

Checklist
Question Response
Is a Fusion Analytics-supported region subscribed to?  
If not, is a Fusion Analytics-supported region subscribable?  
Does the order activator have OCI administration privileges?  
Is there an existing, active UCC subscription?  
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Identity Management

identity

Identity Management is a framework for authenticating and authorizing users and applications.

A cloud account uses one of these two identity management systems:

  • Identity Cloud Service (IDCS)
  • Identity and Access Management (IAM) Identity Domains.

Note: Identity management system instances are called Stripes in IDCS and Domains in Identity Domains.

> Determine the identity management system used in the Fusion Cloud Applications cloud account and optionally in the Fusion Analytics cloud account.

  1. Sign into a cloud account.
  2. Navigate to Identity and Security.
  3. Note if Domains is a menu option.

If Domains is a menu option, the identity management system is Identity Domains.

Domains


Checklist
Question Response
What identity management system is used by the Fusion Cloud Applications cloud account?  
If using a different cloud account for Fusion Analytics, what identity management system does it use?  
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Fusion Cloud Applications

FCA

The Fusion Cloud Applications functional setup, security, and applications administrators gather basic information and determine the required preparations.

This section focuses on decisions and determinations uniquely related to Fusion Cloud Applications environments.

Fusion Cloud Applications Environments

Fusion Analytics environments are mapped to and extract data from Fusion Cloud Applications environments, e.g., Development, Test, Production.

The applications administrator gathers basic information and determines what environments exist and which are mapped to Fusion Analytics environments.

> Determine the Fusion Cloud Applications environment names designated for the Fusion Analytics environments.

The Identity Management section above determined the type of identity management system used by the Fusion Cloud Applications cloud account.

> Determine the identity management instance name for each Fusion Cloud Applications environment.

Fusion Cloud Applications services are deployed in an OCI region.

> Determine the OCI region used for Fusion Cloud Applications.


Fusion Analytics Authentication Methods

The security administrator determines the Fusion Analytics authentication method.

> Determine the authentication method Fusion Analytics uses when extracting data.

JSON Web Token Method - Recommended

  • A highly secure method using public/private keys accessible only from Fusion Analytics services.
  • Administrator access is prohibited because there is no user account and password.
  • Password maintenance is not required for:
    • Production to Test (P2T) refreshes
    • Password expirations

Password Based

A service account in Fusion Cloud Applications containing:

  • A password
  • Appropriate job and application roles for extracting data from multiple applications

Historical Data

The functional administrators determine the amount and start date of historical data.

> Determine the starting date and volume of historical data.


Custom Job Roles

The security administrator determines what applications use custom job roles.

> Determine if custom job roles exist in the subscribed Fusion Analytics applications. Custom job roles require additional configuration in Fusion Analytics.


Fusion Cloud Applications Network Access Methods

The applications administrator determines the network access methods.

Fusion Cloud Applications services may be accessed using public and private methods. These affect Fusion Analytics configurations. Both methods:

  • May be used simultaneously.
  • May restrict access using various components.
Public Network Access Method
  • Network internet traffic allowed.
Private Network Access Method
  • Network internet traffic prohibited.
  • Customer connectivity components are required, such as:
    • Supported networking equipment on the customer premises, also called Customer Premises Equipment (CPE).
    • Customer Connectivity components, which may include
      • Site-to-Site Virtual Private Network (VPN)
      • FastConnect
      • Remote Peering Gateways
  • OCI networking components may be in use, including:
    • Virtual Cloud Networks (VCN)
    • Dynamic Routing Gateways
    • Service Gateways

> Determine the network access method and if OCI components are used.


Functional Determinations

This section focuses on the Production environment. Each Fusion Cloud Application requires evaluation to ensure the data extracted and loaded into Fusion Analytics is accurate.

The security administrator, functional administrators, and functional setup administrators gather basic information and determine what preparations are required for Fusion Analytics.

Functional Area Data Access Set Assignments

The security administrator gathers information about the designated Fusion Analytics service administrator.

The functional setup administrator gathers information about functional administrator data access assignments.

For the designated Fusion Analytics provisioner:

> Determine if the designated Fusion Analytics provisioner has a Fusion Cloud Applications user account.

For the functional administrators of prebuilt phases:

> Determine their data access set assignments.

 


ERP DeterminationsDetermine the following for use in Fusion ERP Analytics.
  • Accounting Calendar, Chart of Accounts (COA), Primary Ledger, and Currency
  • Default Currency Rate Type
  • COA Segments and Tree Structures
  • Any segments not enabled for Business Intelligence (BI)
  • Any natural account without financial categories
  • Any segments without a BI object name
 
General Checklist
Question Response
What OCI region are the production Fusion Cloud Applications deployed in?  
What is the production environment name?  
What is the identity management instance name used in the production environment?  
What is the development or test environment name mapped to the Fusion Analytics development/test environment?  
What is the development or test environment's identity management instance name?  
Optionally, What is the test environment name mapped to the first Fusion Analytics ATE?  
Optionally, What is the test environment's identity management instance name?  
Do the designated Fusion Analytics provisioners have Fusion Cloud Applications user accounts?  
What Fusion Analytics authentication method is chosen?  
What network access method is used for Fusion Cloud Applications?  
If Private, are OCI networking components used?  
What is the earliest transaction date for all applications?  
What applications use custom job roles?  

ERP Checklist
Question Response
What is the Accounting Calendar name?  
What is the COA name?  
What is the Primary Ledger name?  
What is the Ledger Currency?  
What is the Default Currency Rate Type?  
What natural accounts do not have Financial Categories?  
What are the COA Segment names?  
What segments do not have a BI object label?  
What segments are not BI enabled?  
HCM - Under Development CX - Under Development SCM - Under Development
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Fusion Analytics

Fusion Analytics

The Fusion Analytics OCI Administrator determines the endpoint and network access methods. The functional administrators determine the Fusion Analytics parameters.

This section focuses on decisions and determinations uniquely related to Fusion Analytics environments.

This section focuses on decisions and determinations uniquely related to Fusion Analytics environments.

Home Region

> Determine the home region of the Fusion Analytics cloud account.


Provisioning Options

> Determine one of two provisioning options.

Public Endpoints Option – Recommended for most customers.
  • Fusion Analytics services are provisioned with public endpoints/IP addresses.
  • This option is the easiest to prepare, provision, and configure.
Private Endpoints Option – This is required for some industries, e.g., Health Care.
  • Fusion Analytics services are provisioned with private endpoints.
  • Also referred to as Private Fusion Analytics.

Fusion Analytics Network Access Methods

Fusion Analytics services may be accessed using public and private methods.
The methods:

  • May be used simultaneously.
  • May restrict access using a variety of components.

> Determine one or both access methods.

Public Network Access Method
  • Recommended for ease of use.
  • Network traffic is exposed to and transmitted via the internet.
  • Public proxy components are required if the private endpoints provisioning option is selected.
Private Network Access Method
  • Network traffic is not exposed and transmitted via the internet.
  • Customer connectivity components are required, such as:
    • Supported networking equipment on the customer premises, also called Customer Premises Equipment (CPE)
    • Customer Connectivity components, which may include
      • Site-to-Site Virtual Private Network (VPN)
      • FastConnect
      • Remote Peering Gateways
  • OCI networking components are required, including:
    • Virtual Cloud Networks
    • Dynamic Routing Gateways
    • Service Gateways
Recommendation

Use the public provisioning and network access methods unless strict security requirements dictate otherwise.


Fusion Analytics Parameters

Fusion Analytics uses parameters to control data extraction and reporting.

General Parameters

> Determine the:

  • Analytics Language
  • Analytics Currency
  • Use the Fusion Cloud Applications Default Exchange Rate Type (Yes/No)
  • Exchange Rate Type
  • Initial Extract Date
  • Enterprise Calendar

The currency, earliest extract date, calendar, and exchange rate type (if using) were identified above in the Fusion Could Applications section.

ERP Parameters

> Determine the:

  • Allow Financial Category Upload
HCM Parameters - Under Development CX Parameters - Under Development SCM Parameters - Under Development
General Checklist
Question Response
What is the home region of the Fusion Analytics cloud account?  
What provisioning option is selected?  
What network access method is selected?  
What language is desired?  
What currency is identified?  
What calendar is identified?  
What initial extract date is selected based on the earliest transaction date identified?  

ERP Checklist
Question Response
Are you uploading financial categories or extracting them from Fusion Cloud Applications?  
Is the Fusion Cloud Applications default exchange rate type used?  
If not, what exchange rate type is used?  
HCM Questions - Under Development CX Questions - Under Development SCM Questions - Under Development
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Oracle Cloud Infrastructure

oci

The OCI and Fusion Cloud Applications administrators plan the Fusion Analytics OCI components.

This section focuses on decisions and determinations uniquely related to OCI components in the Fusion Analytics cloud account. It relies upon these previous findings:

  • The designated Fusion Analytics service administrators were determined in the Implementation Teams section.
  • The following were determined in the Activation section.
    • The Fusion Analytics cloud account.
    • The set of OCI regions supported by Fusion Analytics.
  • The Identity Management section determined the identity management system used by the Fusion Analytics cloud account.
  • The following were determined in the Fusion Cloud Applications section.
    • The OCI region used for Fusion Cloud Applications.
    • The Fusion Cloud Applications environments mapped to Fusion Analytics environments.
    • The identity management instances names used by the Fusion Cloud Applications environments.
    • The user-group synchronization and SSO scenario
  • The following were determined in the Fusion Analytics section.
    • The home region of the Fusion Analytics cloud account.
    • The OCI region used for Fusion Analytics.
    • The provisioning endpoint method.
    • The network access method
Recommendations
  • Isolate Fusion Analytics environments by creating distinct OCI components for each.
  • Use the Fusion Cloud Applications environment and identity management instance names for the relevant Fusion Analytics components.

CompartmentsCompartments are cross-region logical partitions within a cloud account. They isolate, control access, and set usage quotas for the Fusion Analytics environments.

> Determine environment-specific compartment names.


Identity Management Instances

Identity management environment-specific instances:

  • Manage users, groups, and application roles.
  • Provide an integrated and synchronized single sign-on configuration.
  • Provide user authentication and authorization services.

> Determine environment-specific instance names.


Identity Management User Accounts

> Determine environment-specific user account names for designated Fusion Analytics provisioners who do not have accounts in Fusion Cloud Applications.


Identity Management GroupsGroups are collections of users who receive privileges to access and perform tasks in tenancies, compartments, and applications.

> Determine environment-specific provisioner group names.


PolicyPolicies are collections of policy rules that specify what groups can access which Oracle Cloud Infrastructure compartment resources and how.

> Determine a policy name for Fusion Analytics policy rules, e.g., Fusion Analytics Policy.


Virtual Cloud NetworksVCNs are software-defined networks in OCI data centers in a particular region.

> Determine environment-specific VCN names if using the private endpoint method.

> Determine a hub VCN name if necessary and if using the private network access method.


Checklist
Question Response
What are the environment-specific compartment names?  
What are the environment-specific identity management instance names?  
What are the environment-specific user account names for designated Fusion Analytics provisioners who do not have accounts in Fusion Cloud Applications?  
What are the environment-specific provisioner group names?  
What is the Fusion Analytics policy name?  
What are the environment-specific VCN names if using the private endpoint method?  
If using the private network access method, what is the hub VCN name?  
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Identity Synchronization and Single Sign-On

sso

The Fusion Cloud Applications OCI administrator determines the applicable synchronization scenario.

Identity synchronization extracts users, job roles, and group memberships from the internal identity store maintained in Fusion Cloud Applications into the identity management system used by the Fusion Cloud Applications cloud account.

Single Sign-On (SSO) ensures that users with accounts in Fusion Analytics and Fusion Cloud Applications can use the same credentials.

Synchronization and SSO Scenarios

The driving factors determining Synchronization and SSO methods are:

  • The cloud account hosting Fusion Analytics.
  • The Fusion Cloud Applications cloud account's identity management system.
  • The Fusion Analytics cloud account's identity management system ( if different ).

The table below shows six possible scenarios.

> Determine the SSO scenario from the table using the factors above.

IDENTITY SYNCH AND SSO


Fusion Cloud Applications Environments

Fusion Cloud Applications environments may have user synchronization enabled.

> Determine if user synchronization is enabled in the environment.

Signing into the Fusion Cloud Applications cloud account.
* Navigating to Identity and Security > Domains.
* Clicking the environment domain Name.
* Navigating to Oracle Cloud Services.
* Clicking Oracle Applications Cloud (Fusion).
* Navigating to Provisioning.
* Ensuring Provisioning, Synchronization, and Authoritative sync are enabled.

Domains


Checklist
Question Response
Does the Fusion Cloud Applications cloud account use Identity Domains?  
Does the Fusion Analytics cloud account (if different) use Identity Domains?  
What is the applicable SSO scenario?  
What are the Fusion Cloud Applications environment names?  
Do the Fusion Cloud Applications environments have user synchronization enabled?  
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Business Requirements, Success Criteria and Project Plans

projectplan

p

The executive sponsor, implementation lead, and functional and technical administrators determine and confirm the business needs, identify critical business processes, and specify the functional (business) and nonfunctional (technical) requirements of the Fusion Analytics implementation. They ensure the business community and implementation team agree on the requirements.

Note:
Business requirements and success criteria of prebuilt phases vary greatly from those of customization phases.
Customization requirements are discussed in the Customization section.

Functional Requirements

Identify all the functional requirements and get stakeholders' approval to ensure the project team fully understands what must be built. Determine the testing scenarios for each requirement.

Follow these steps to determine the business objectives:

  • Review end-to-end process maps with each Fusion Cloud Applications functional administrator.
  • Determine the analytical reporting requirements.
  • Determine the required business metrics.
  • Plan the analytical workbook functionality that complements the business metrics and provides further insight into the process.
  • Define the data load frequency and timings required to meet the reporting requirements.
  • Ensure the required Fusion Analytics application functional areas are activated in Fusion Cloud Applications.

Checklist
Question Response
What are the essential business metrics?  
What is the required incremental data load frequency?  
Are the Fusion Analytics application functional areas activated in Fusion Cloud Applications?  

Nonfunctional Requirements

Identify nonfunctional requirements and measurements, such as performance, security, and storage.

  • Performance measurements include timings of incremental data loads, query response times, and network latency.
  • Security measures include types of Fusion Analytics network access and user privileges.
  • Storage measures include the space required to store Fusion Cloud Applications data and any data residency requirements.

Checklist
Question Response
Are there data residency requirements that affect region selection?  
Are there additional security requirements for prebuilt data and content different from those in Fusion Cloud Applications?  
Are there specific performance requirements for data loads and query response times?  

Success Criteria

A successful Fusion Analytics implementation relies on choosing proper evaluation criteria.
Determine qualitative and quantitative methods of determining the success of the implementation.

The executive sponsor and project manager track the following to measure implementation success.

  •     Scope – Identify and achieve the intended goals of the implementation.
  •     Schedule – Ensure that all the milestones are met with ample time for contingencies.
  •     Budget – Ensure the project is delivered within the estimated cost.
  •     Satisfaction - Ensure the business community is satisfied with the implementation.

Checklist
Question Response
What is the project scope?  
What is the project budget?  
What is the phase rollout schedule  

Project Plans

The project manager creates an overall project plan that includes phase-specific plans with clearly defined milestones, shares them with the implementation team, and manages interdependencies with external organizations and application systems.

Ensure each milestone has a clear breakdown of tasks. Map tasks to team roles and track their execution and progress.

Ensure timelines include additional time to cover pipeline initial data loads and any issue resolutions.

Plan time for contingencies during testing cycles and go-live preparation.

Create phase-specific plans for:

  • Preparation
  • Provisioning
  • Prebuilt phases are limited in scope and users and do not involve customizations.
  • Customization phases that are complex require additional skills, additional requirements gathering and success criteria, and additional test scenarios.
  • Rollout plans that ensure successful business community usage of Fusion Analytics.

Example phase tasks follow:

Preparation Phase

General Tasks

  • Ordering
  • Activation

All Environment Tasks

  • Prepare Fusion Cloud Applications and Oracle Cloud Infrastructure
  • Enable User-Group  Synchronization and Single Sign-On
  • Add administrative users without accounts in Fusion Cloud Applications

Provisioning Phase

All Environment Tasks

  • Create Fusion Analytics Instances

Prebuilt Phases

Recommendations

  • Limit the scope of each prebuilt phase to one Fusion Analytics application, one or a small number of functional areas, one functional administrator, and a few power users for each functional area.

All Environment Tasks

  • Data configuration
  • Reporting configuration
  • Security configuration
  • Data validation
  • Functional validation
  • Security validation
  • Ensure the latest release and patches are applied

Environment-Specific Tasks

Production Environment

  • Create a baseline set of performance measurements to evaluate customization impacts.

Customization Phases

Recommendations

  • Limit the scope of each customization phase to that of a previous prebuilt phase.
  • Ensure adequate time for customization requirement verification, development, validation,  performance testing, and issue resolution.

All Environment Tasks

  • Ensure the latest release and patches are applied

Environment-Specific Tasks

Development Environment

  • Review customization best practices
  • Data augmentation
  • Reporting extensions
  • Security extensions
  • Data validation
  • Functional validation and user acceptance
  • Security validation
  • Build and export bundles

Production Environment

  • Evaluate go-live readiness
  • Import the bundles
  • Data validation
  • Functional validation
  • Security validation
  • Run performance tests. Compare results to prebuilt baseline measurements.

Rollout Phases

Recommendations

  • Limit the scope of each rollout phase to that of a previous customization phase.

Environment-Specific Tasks

Production Environment

  • Inform and educate the business user community about
    • Using Fusion Analytics
    • Raising issues and requesting internal support
    • Joining Oracle Communities
    • Access to blogs, guides, and the documentation library
  • Ensure processes are in place to raise service requests with Oracle Support
  • Ensure processes are in place to measure user satisfaction, usage, and adoption.

Checklist
Question Response
Has an overall project plan been created?  
What are the overall project timeline start and end dates?  
Are phase-specific project plans in place?  
What is the plan's list and sequence of phases?  
Does each phase-specific plan have clearly defined milestones?  
Does the entire implementation team understand and accept the plans?  
Are the prebuilt phase plans scoped per the recommendations provided?  
Are the customization plans scoped per the recommendations provided?  
Is adequate time allotted for customization phases for complexities and issue mitigation?  
Are external organizations aware of customization plans that affect them?  
Are the rollout plans scoped per the recommendations provided?  
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Customization

customize

Under Development

Under Development

> Determine


Checklist
Question Response
Under Development  
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Call to Action

Return to the Fusion Analytics Overview for the next steps in the implementation journey.

Explore and learn about Fusion Analytics by visiting the community links, blogs, and library.

Implementing Oracle Fusion Analytics Series

Fusion Analytics Implementation Guide

CEAL Implementation Guidance Sessions, September 2023

Fusion Analytics Community

Fusion Analytics Blogs

Fusion Analytics Library

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Dayne Carley

Krithika Raghavan

Director, Oracle Analytics


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