What is the Perforis O5 Methodology?
Do you ever wonder how business critical systems run 24*7 all 365 days at optimal performance? Part of the answer is High-Availability design and implementation, but the key to optimal experience is the SUPPORT.
Perforis O5 Methodology is a standard operating procedure (SOP) evolved by combining years of experience in supporting mission critical applications at scale. Perforis O5 methodology was developed to guarantee a successful, cost-effective and on-time delivery of support for organizations of all sizes. Developed by Perforis in order to optimize business suites, this framework streamlines the use of methods, tools, accelerators and templates for supporting Microsoft Dynamics 365 ERP and D365 CRM applications.
The O5 methodology consists of five phases of support; each phase of the roadmap provides detailed plans to assist in documentation, tracking, recommendations and optimization of Microsoft Dynamics 365 business applications and services. Each phase of the process ends with a quality check that helps monitor the deliverables and other factors of critical success. Below is a brief description of each phase of the O5 methodology roadmap.
Phase 1: Onboard
This phase focuses on the initial planning and preparation to set the support goals. The phase typically follows these three steps:
• Clarify scope of support.
• Establish the team — committees, teams (core, project support and consulting).
• Define the sequence of support lifecycle.
Phase 2: Observe
The aim of this phase is to arrive at a common understanding with the procedures intended to support the enterprise. The observe phase produces detailed document containing all requirements derived during brainstorming and task/role identification of people, process, technology and data lifecycle. This is also where the support team revises its objectives and goals while setting a support schedule for each.
Phase 3: Operate
This phase builds on Phase 2; focused on execution of all business support requirements. In this phase, Support managers attain signoff from stakeholders for incident response and measure the service levels. Two work packages define the support team/task configuration.
• Baseline support, concerned with the major scope.
• Ad-hoc support, concerned with the remaining scope.
Phase 4: Orient
The final preparation involves testing, system management, cut over activities, end-user training, and all other tasks that are required for live operational support. Successful completion of Orient phase ensures that the organization is ready to begin using the new support team.
Phase 5: Optimize
This phase is the journey from an unsupported or minimally supported environment to a live support operation. The most critical elements in this phase are related to production support setup, monitoring system transactions, and optimizing system performance.
Advantages of O5 Methodology
The Perforis O5 Methodology covers the entire support lifecycle from the initial evaluation through post-incident management. The O5 roadmap also ensures a transparent value delivery system that consistently reflects upon business care while acting as a guide for SOE (Service Oriented Environment) and BPM (Business Process Management).
• Proven, transparent approach that facilitates the support team to collaborate efficiently — reducing support costs, time, and risks
• Sensible risk management
• Better knowledge management: O5 helps support management organize, implement, and meet support objectives
• Steering committee tools for incident response management
• Better communications planning
• Better results because O5 methodology is based on years of support experience
• Combination of best practice tools including ITIL, PMI and others
O5 is increasingly being used in major critical support practices. To learn more about O5 methodology, consider Perforis Dynamics 365 support for ERP and CRM.
Perforis is a leading global digital consultancy that specializes in building high impact business solutions with Microsoft Dynamics 365.
Contact Perforis today and find out how our world class consulting and implementation services can help you transform your business into a digital enterprise.
