Jade Cloud Implementation Methodology

Jade has developed a cloud upgrade methodology to provide consistent results, scalable processes and documents and a proven roadmap for cloud success. Jade’s Cloud Implementation Methodology (JCIM) will help you maximize the benefits of the cloud upgrade while helping you understand and mitigate the risks. JCIM is a proven methodology that has been fine-tuned by experience. Our methodology will help you realize the benefits of the cloud quickly and allow you to progress through your transition with confidence.

Some features of the Jade Cloud Implementation Methodology


The Jade Cloud Implementation Methodology is scalable and flexible to address the unique goals for your project.

Rapid Results

Our supporting upgrade tools like the Jade Oracle Cloud Migrator (OCM), Jade Delivery Platform (JDP), defined documentation, and templates help you realize the benefits of the cloud in the shortest time possible.


Our phased approach is based on leading practices tempered by our understanding of the potential trouble spots in an implementation.

Jade Cloud Implementation Methodology

The Jade Approach

We start with an assessment of your readiness to move to the cloud including a change management plan. We identify those areas that can be strengthened before we start your journey to the cloud. We continue with a solution design phase where we consider your business requirements and discuss the software features and function before mapping a design. After the design phase, we validate the design with testing. Using an Agile hybrid approach, we then guide you through multiple iterations of the solution. We then proceed with transition activities including a segment of the project where we conduct parallel processing to assure good results. Finally, we go-live with the solution and help you understand and optimize your day-to-day operations.

Here are the phases of the Jade Cloud Implementation Methodology

Phase 1: Cloud Ready

In this phase we plan the project and the project resources, identify user roles and privileges and look at the basic processes in each module. We also assess readiness of personnel and the organization to move to the cloud and make recommendations for change activities. We provide basic orientation of the project including expectations alignment, application overview, implementation and change management to be ready to kick off the project

Phase 2: Design

We continue with design workshops where key users learn the new processes and document changes or gaps to be addressed. We also develop a data conversion and migration strategy, integration strategy and finalize your unique test scenarios and user roles and privileges.

Phase 3: Configure & Build

In this phase we use the workshop learnings to configure the modules according to your business needs. We build the integrations and update the test cases as needed.

Phase 4: Validate

We test the modules and processes with your data. This phase is iterative based on the process testing outcomes. There can be multiple iterative cycles between Configure & Build and Validate. We configure the next testing instance based on testing results. We also begin end-user training and draft the cutover plan. During the Validate phase we continue the process of transferring ownership of the testing, processes and applications to you.

Phase 5: Transition

In the transition phase we are getting ready for cutover. We configure the final test system and use real data and live integrations to validate the design. We also conduct “Day in the Life” testing. This is a unique feature of our methodology that has key users testing in parallel with live data. This is the final shakedown of the process and serves as additional user training before go-live.

Phase 6 :Realize

We are near the end…or near the beginning…depending on your perspective. In this phase, we go-live and begin the ongoing maintenance of your cloud applications. We prepare for and conduct a period-end close. Congratulations, you are in the cloud!

What Makes Jade Different

We utilize several Jade-developed tools throughout the implementation. We also stay focused on delivering true business benefits – not just a system - and we help you optimize your processes to take full advantage of the Oracle Cloud.


One of our biggest differentiators is our focus on transferring ownership of the processes and applications to you. When we finish our phased implementation, your stakeholders and users will have helped design the system configuration and new processes. They will be familiar with and comfortable with solution. As we step through the process, we are transferring ownership of the activities to you so that there are no surprises when you go-live.

Our change management phases run parallel to our methodology. Jade Global will guide you through the process to assure a smooth adoption and the greatest benefit from your implementation investment.

Here is more detail on some key milestones and activities from the Jade Cloud Implementation Methodology

Key Activities

  • Pre-project planning and Kickoff

  • Process familiarization training

  • Plan Project Tracks and Schedule

  • Identify User Roles/Privileges and Security needs

Key Outcomes

  • Team Aligned

  • Knowledge of Cloud

  • Detailed Schedule

Key Activities

  • Conduct design workshops

  • Begin build using standard Oracle processes

  • Data Migration Strategy and Approach

  • Finalize User Roles and Data Security

  • Update Configuration Documentation

Key Outcomes

  • Signed Configuration and Design Documents

  • Finalized Test Scenarios and Test Cases

Key Activities

  • Configure CRP Instances

  • Load Sample Data and Validate

  • Build Integrations and Extensions

  • Finalize Test Cases and Scenarios

  • Update training documentation

Key Outcomes

  • Configured test instance

  • Successful testing

  • Major integrations and extensions developed

Key Activities

  • Configure UAT1/SIT Instance

  • Load Full Data and Validate

  • Test standard features and reports

  • Conduct user training

  • Draft Cutover Plan

Key Outcomes

  • Completed UAT1/SIT

  • Completed User Training

  • Built Automated Test Cases

Key Activities

  • Configure UAT2 Instance

  • Load Full Data and Validate

  • Test all standard features and integrations

  • Transition to your support team

Key Outcomes

  • UAT sign Offs

  • Configured PROD Environment

  • Completed Data Migration

  • Support your support team

Key Activities

  • Apply Monthly Patches

  • Upgrade as per product release schedule

  • Build further test automation

  • Work on support and enhancements

Key Outcomes

  • Stabilized Oracle Cloud Environment

  • Decommission old Oracle EBS application

Along with our cloud methodology, we have a set of internal tools, the Jade Delivery Platform. JDP has been developed to bring repeatable delivery guidelines to your project and works in concert with JCIM. JDP assures consistent uniform excellence with templates, guidelines, checklists and a set of project management processes used by the Jade delivery team.

JDP helps assure consistent delivery excellence and helps detect issues and risks in time to avoid most problems and leads to quick resolution of those that do occur

Start your journey to the cloud with confidence. Assure your outcome and cut your risk by using Jade and the Jade Cloud Implementation Methodology.

Why Jade?

  • Oracle Platinum Partner, Certified Oracle Cloud Select Partner and Oracle Cloud Excellence Implementer (CEI) certified.

  • Over 300 Oracle consultants throughout North America.

  • 100 Oracle Implementations and 30 plus Oracle Cloud Implementations across ERP, EPM, SCM, HCM and PAAS applications

  • Jade Global tested solutions and automation tools and offerings.

    • Propero to EBS Assessment.

    • Jade Oracle Cloud Migrator (OCM).

    • Jade Cloud Implementation Methodology .

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