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Playbook: Oracle EBS AMS transition and governance

A general method for moving Oracle EBS support to an AMS provider and running it through regular reviews and KPIs.

  1. Collect the module list, customisation and integration inventories, patch history, runbooks and open tickets.
  2. Hold business and IT walkthroughs, with focus on period close and key interfaces.
  3. Review environments, cloning, the adop history and outstanding CPUs.
  4. Shadow: the new team watches live ticket handling.
  5. Reverse shadow: the new team handles tickets under supervision.
  6. Sign off readiness against agreed exit criteria.
  7. Stabilise with relaxed service levels through the first close and CPU cycle.
  8. Apply full service levels and review backlog age, repeat incidents and CPU status monthly.
  9. Hold quarterly sponsor reviews to reset priorities and scope.