Achieving Maturity in OTM Implementation Processes – Part 1 · Achieving Maturity in OTM...
Transcript of Achieving Maturity in OTM Implementation Processes – Part 1 · Achieving Maturity in OTM...
Achieving Maturity in OTM Implementation Processes – Part 1 Best practice definitions for Data Management and User Access Management
History
§ Oct 2005 (just before Oracle acquired GLog) – under 20 OTM implementors within Europe
• Success in Projects achieved through individual endeavours • Regular issues with deployment to producHon – typos in agent code, missing master data etc
• Regular issues with user provisioning, eg Hckets raised by business as user in Poland is seeing currency in USD etc
History continued § 2006 thru 2009 (Steady growth of OTM install base within Europe)
• “Home grown” tools emerge built by individual implementors to solve their needs at a parHcular point in Hme (excel funcHons, excel with vba, access db, pl/sql, vb, java applet)
• Lack of consistency in approach between implementaHons • Clients encounter performance problems leading to learnings about do’s and don’ts -‐> fed back through development to become the “Performance tuning guide
• Projects delivered successfully but: § risk of “home grown” soluHons become unsupportable when the originaHng implementor leaves the project § resources have to learn new processes when moving from one project to another
History continued § 2010 onward (Rapid growth of OTM install base within Europe)
• Conscious effort to define best pracHces • Aim to have consistent approach across all of our new projects
• New breed of clients purchasing OTM who previously developed so^ware in house. -‐> Strict code management and deployment processes in place which have to be met.
• We start to migrate “home grown” tools to common enterprise grade producHsed plaaorm
§ Result is that we have now got defined best pracHces and are in the process of rolling those out across Mavenwire.
Data Management Best Practices § Remove the IT middleman from the day to day process and allow the business end user who is responsible for the data to also load the data
• To do this the process must not require the person transforming the raw data and uploading it to OTM to have any knowledge of scripHng/macro/coding languages
• The process should be efficient to use (minimal number of mouse clicks etc)
§ Use robust repeatable process • TransformaHon of the raw data must produce idenHcal results every Hme • Define consistent naming convenHons • Validate the data is correct • IdenHfy data formaeng issues • Avoid recurrent errors • Verify that foreign keys exist in OTM already
Data Management Best Practices
§ The transformaHon must be able to evolve over Hme • Adapt to new opportuniHes (e.g. modes, services) • Simple way for IT to handle change requests to the transformaHon (e.g. new modes, services)
• Naming convenHon change should cascade to child objects with minimal effort
§ Data should be Consistent across environments • e.g. new locaHons loaded to Prod should also be loaded efficiently to test environments
§ The end user should be able to download the exisHng data, make modificaHons and reload the new data § When new versions of rates are loaded, the old version should be automaHcally expired (this should not rely on the naming convenHon)
User Access Mgmt Best Practices
§ Define one consistent model for user access configuraHon § “Level” and VPD profile are for the funcHonal role § VPD context is for the geographical element § User role brings together the funcHonal role and the geographical element. § User provisioning should require creaHon of a gl_user record and assignment of one or more user roles and absolutely nothing else. § AcHon checks, acHon morgs, menus, status type filters, default finder sets are funcHonal role related so should be agached to the “level” § Timezones, currency, business monitor and therefore preference, along with saved query filters are geographical based and should be agached to the user role.
Rates maintenance Options Data Loader
§ Through the UI? • MulHple objects/tabs • Time consuming
§ IntegraHon?
• Disparate source data • No Rate interface
§ CSV file upload? • How do you generate the csvs for many tables
• How is it supported? • How is it managed? • Where’s the audit trail?
New Contracts
Contract Expiry
Rate Updates
Scheduled Adjustments
(e.g. Fuel)
Preferred Carriers
BUSINESS NEEDS
User Access Mgmt Options
§ Through the UI? • MulHple objects/tabs • Time consuming • Edit User Access screen only available to “ADMIN” Level
§ IntegraHon? • No interface
§ CSV file upload? • How do you generate the csvs for many tables
• How is it supported? • How is it managed? • Where’s the audit trail?
Role out functionality to
new geographical
region
Add new action check to
all users
BUSINESS NEEDS
Data Loader Facilitate the business to load their own data efficiently and robustly
User Access Manager Facilitate rapid and robust user provisioning
Configuration Manager Robust deployment processes
Data Archiver & Cleaner Meet legal requirements for long term storage of critical data while keeping your primary database running efficiently with minimal live data Deliver
Support tool for issue, request, feature and bug tracking
Data Loader
§ Supports multiple environments with different OTM version
§ User Friendly error handling
§ Miscellaneous validation & conversion rules
§ Data can be pushed directly into OTM or loaded using csvutil zip file through the OTM UI
§ Very quick and robust process
§ UI for IT personnel to easily manage and create new templates
§ Extract Data from OTM back into Excel
§ User Security & Help
Data Loader
Data Loader Templates
Template for CE TL RATES
OTM csv for CE TL RATES
Template for NE RAIL RATES
OTM csv for NE RAIL RATES
Template for LOCATIONS
OTM csv for LOCATIONS
§ Validation Rules § Mapping Rules § Versioning Rules
Data Loader
User Access Manager
§ Supports multiple environments with different OTM version
§ Locking Mechanisms to force serialisation of tasks if they collide.
§ Saved queries built from templates plus parameters
§ Uniform naming conventions enforced across all geographies
§ Time to create action checks greatly reduced
§ Load to OTM directly or using csvutil zip file
User Access Manager
Data Loader Process
Data Loader
§ Start with an empty (or pre-‐populated) spreadsheet • Send to Pricing Team • Send to Carrier
§ Upload spreadsheet • Validate • Error Handling
§ Load into OTM • csv zipfile • or direct db
1
2
3
Other Uses
Data Loader
§ Load test data into OTM for OTM testing before integration feeds have been built
§ Load performance test data
- eg > 100000 orders with related shipments etc ready for inbound and outbound message testing
§ Extract business objects from production and load them into a test environment for issue replication
§ Prototyping
§ Load test data onto integration stub tables