Part 9: EBS Customizations, how to track
- by volker.eckardt(at)oracle.com
In the previous blogs we were concentrating on the preparation tasks. We have defined standards, we know about the tools and techniques we will start with. Additionally, we have defined the modification strategy, and how to handle such topics best. Now we are ready to take the requirements! Such requirements coming over in spreadsheets, word files (like GAP documents), or in any other format. As we have to assign some attributes, we start numbering all that and assign a short name to each of these requirements (=CEMLI reference). We may also have already a Functional person assigned, and we might involve someone from the tech team to estimate, and we like to assign a status such as 'planned', 'estimated' etc. All these data are usually kept in spreadsheets, but I would put them into a database (yes, I am from Oracle :). If you don't have any good looking and centralized application already, please give a try with Oracle APEX. It should be up and running in a day and the imported sheets are than manageable concurrently! For one of my clients I have created this CEMLI-DB; in between enriched with a lot of additional functionality, but initially it was just a simple centralized CEMLI tracking application. Why I am pointing out again the centralized method to manage such data? Well, your data quality will dramatically increase, if you let your project members see (also review and update) "your" data. APEX allows you to filter, sort, print, and also export. And if you can spend some time to define proper value lists, everyone will gain from. APEX allows you to work in 'agile' mode, means you can improve your application step by step. Let's say you like to reference a document, or even upload the same, you can do that. Or, you need to classify the CEMLIs by release, just add this release field, same for business area or CEMLI type. One CEMLI record may then look like this: Prepare one or two (online) reports, to be ready to present your "workload" to the project management. Use such extracts also when you work offline (to prioritize etc.). But as soon as you are again connected, feed the data back into the central application. Note: I have combined this application with an additional issue tracker. Here the most important element is the CEMLI reference, which acts as link to any other application (if you are not using APEX also as issue tracker :). Please spend a minute to define such a reference (see blog Part 8: How to name Customizations). Summary: Building the bridge from Gap analyse to the development has to be done in a controlled way. Usually the information is provided differently, but it is suggested to collect all requirements centrally. Oracle APEX is a great solution to enter and maintain such information in a structured, but flexible way. APEX helped me a lot to work with distributed development teams during the complete development cycle.