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NEW FUNCTIONALITY NEW OPPORTUNITIES
2012 QUEST INTERNATIONAL USERS GROUP SURVEY ON ENTERPRISE APPLICATIONERP SUITE UPGRADE STRATEGIES
By Joseph McKendrick Research Analyst Produced by Unisphere Research a Division of Information Today Inc
March 2012
Produced bySponsored by
Thomas J Wilson President
2
TABLE OF CONTENTS
Executive Summary 3
Enterprise ApplicationERP Environments and Upgrades 4
EnterpriseERP Suite Upgrade Issues and Risks 13
EnterpriseERP Suite Upgrade Nuts and Bolts 20
Conclusions 26
Next Steps 27
Demographics 29
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
3
EXECUTIVE SUMMARY
Companies need greater technology capabilities and agility to compete in todayrsquos highly competitive global economy and are looking to boost the power and scope of their enterprise application suites (often referred to as enterprise resource planning or ERP systems) While enterpriseERP systems are complex with many moving parts a new survey of enterprise application managers finds that the vast majority of ERP upgrade efforts tend to be short in duration fall within reasonable budgets and rarely disrupt the business at large
In addition contrary to perceptions many ERP upgrades benefit the entire business not just IT departments Once properly executed initiatives to improve and update ERP systems can be far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
To keep and build a competitive edge businesses rely on systems such as Oraclersquos PeopleSoft or JD Edwards to manage and provide information on key processes from financials to procurement to human resources How do companies go about upgrading these systems Who takes charge How much does an upgrade process cost These are the questions addressed in a new survey of 308 enterprise application and business managers conducted among members of the Quest International Users Group The survey was fielded by Unisphere Research a division of Information Today Inc in partnership with Oracle Corporation in November 2011
Almost half of the survey respondents have already upgraded to the latest available versions of PeopleSoft and JD Edwards enterprise application suites About 28 of respondents have made the move to the latest available version (Release 91) of PeopleSoft and 19 have made the move to the latest JD Edwards EnterpriseOne offering (Release 90) The most common enterprise systems used outside of the Oracle ecosphere include custom-developed software (12)
Respondents to the survey have a variety of job roles both within IT and business and represent a wide range of organization types and sizes The largest segment 23 are directors or managers of development and integration Another 15 are project managers and 15 are enterprise architects or
business analysts One-tenth come from the business side either as C-level executives or line-of-business managers and professionals
A number of large organizations are represented in the survey with 31 of respondents reporting annual company revenues exceeding $1 billion a year Likewise close to one-quarter come from very large organizations with more than 10000 employees A sizable contingent of small-to-medium-size businesses is also represented in the survey In terms of industry groups the largest segments seen in this survey are government agencies manufacturing and financial services (See Figures 30-35 at the end of this report for detailed demographic information)
The survey uncovered the following findings
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterprise ERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
Typically upgrades of PeopleSoft and JD Edwards are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
On the following pages are detailed survey results tracking enterprise application suite upgrade activity at respondentsrsquo businesses
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
4
ENTERPRISE APPLICATIONERP ENVIRONMENTS AND UPGRADES
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterpriseERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
While upgrade plans are variable there are a number of organizations making plans to have the latest versions of PeopleSoft or JD Edwards in sooner than later Forty-seven percent in fact are either already in the process of upgrading or have already made the move to update their enterprise application suites Another 33 intend to move to the latest release of their enterpriseERP suite within the next two years Only 19 either have no plans or donrsquot know what their organizationsrsquo plans are (See Figure 1)
How extensive are the ERP upgrades that respondents are performing or have recently completed The survey identified four predominant or primary approaches respondents are taking in the move to the latest releases of PeopleSoft or JD Edwards A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade The next level42 is whatrsquos considered a functional upgrade or a more incremental approach where customers adopt new functionality and upgrade existing capabilities with enhanced features Another 17 are referred to as functional upgrade-plus where new modules are implemented in addition to the adoption of new andor enhanced functionality A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade Finally there is a smaller segment 8 of respondents that are engaged in higher-level transformational efforts triggered by their ERP upgrades In these scenarios companies look to their enterprise systems to change the way they work and how their business processes are handled Reliance on these enterprise systems to shape performance and future opportunities points to their role as the backbone of many organizations (See Figure 2)
While executive leadership varies across these different upgrade paths chief information officers were most likely to lead all major types of ERP upgrade efforts However
responsibilities for the various upgrade types also tend to be spread across corporate leadership For example CIOs play a leading role in the higher-level transformational upgrades with 33 overseeing transformational efforts versus 28 of CFOs and COOs combined In addition CIOs tend to take a greater leadership role in functional (32) and technical (26) upgrades (Throughout this report the ldquofunctionalrdquo category will include both functional and functional-plus type upgrades) (See Figure 3)
As will be shown throughout this report there are major distinctions in the motivations and implementation practices between those seeking to transform parts of the business versus those engaging in functional or strictly technology upgrades Those respondents engaged in transformational upgrades demonstrate a heightened sense of urgency in achieving greater scalability and standardization of business processes across the enterprise In addition these high-end upgrades typically require greater organizational time and resources to accomplish
What benefits do respondents anticipate as a result of their PeopleSoft JD Edwards or other ERP suite upgrade Access to new functionality and improved performance top the list cited by close to two-thirds (65) Another 47 are anticipating improved performance and third on the list is user productivity cited by 44 (See Figure 4)
Broader transformational upgrade tend to emphasize enterprise scale Those respondents engaged in more business-focused transformational upgrades are much more likely than those overseeing operational upgrades to be seeking standardization of their business processes enterprise-wide from their upgrade effort (61 of transformational efforts versus 23 of functional upgrades and 15 of more limited technical upgrades) Greater scalability is also a benefit more likely to be sought by those overseeing enterprise transformation (39 versus 22 of functional and 24 of technical upgrades) (See Figure 5)
As enterprises move to upgrade their enterpriseERP suite do any view the process as an opportunity to view cloud or hosted solutions The majority 77 say they are currently on-premise
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
5
and are planning to stay on-premise Another 10 are hosted with another 5 planning to move to a hosted or subscription-based SaaS environment (See Figure 6)
Interestingly the largest organizations in the survey (with 5000 or more employees) are the most inclined to be considering or using hosted and cloud-based solutions (cited by a combined total of 9) Typically hosted or subscription-based SaaS environments are attractive to smaller firms with minimal IT infrastructures (See Figure 7)
Most organizations do not upgrade their enterpriseERP suite on a regular schedule While there is a relatively small segment that make sure they regularly upgrade every couple of years (8) a majority of respondents indicate that the frequency of enterpriseERP suite upgrades depends on a number of variables (See Figure 8)
Once properly executed initiatives to improve and update ERP systems are far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
Most upgrade efforts are initially triggered by a need to keep current with supported versions of software as cited by 82 of respondents Another 57 sought the greater functionality that the new releases offer and 31 were anxious to adopt the next generation of technology for their systems (See Figure 9)
Respondents with functional or technical upgrades seek greater functionality fueled by a desire to move to the next generation of solutions Those overseeing more transformational projects see the upgrade as an opportunity to minimize or remove customizations increase user productivity and improve reporting and visibility (See Figure 10)
Figure 1 Current Enterprise ApplicationERP Suite Upgrade Plans
(Total does not equal 100 due to rounding)
Planning to upgrade within the next 24 months 33
Have upgraded or in process of upgrade 47
No plans to upgrade 7
Dont knowunsureother 12
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
2
TABLE OF CONTENTS
Executive Summary 3
Enterprise ApplicationERP Environments and Upgrades 4
EnterpriseERP Suite Upgrade Issues and Risks 13
EnterpriseERP Suite Upgrade Nuts and Bolts 20
Conclusions 26
Next Steps 27
Demographics 29
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
3
EXECUTIVE SUMMARY
Companies need greater technology capabilities and agility to compete in todayrsquos highly competitive global economy and are looking to boost the power and scope of their enterprise application suites (often referred to as enterprise resource planning or ERP systems) While enterpriseERP systems are complex with many moving parts a new survey of enterprise application managers finds that the vast majority of ERP upgrade efforts tend to be short in duration fall within reasonable budgets and rarely disrupt the business at large
In addition contrary to perceptions many ERP upgrades benefit the entire business not just IT departments Once properly executed initiatives to improve and update ERP systems can be far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
To keep and build a competitive edge businesses rely on systems such as Oraclersquos PeopleSoft or JD Edwards to manage and provide information on key processes from financials to procurement to human resources How do companies go about upgrading these systems Who takes charge How much does an upgrade process cost These are the questions addressed in a new survey of 308 enterprise application and business managers conducted among members of the Quest International Users Group The survey was fielded by Unisphere Research a division of Information Today Inc in partnership with Oracle Corporation in November 2011
Almost half of the survey respondents have already upgraded to the latest available versions of PeopleSoft and JD Edwards enterprise application suites About 28 of respondents have made the move to the latest available version (Release 91) of PeopleSoft and 19 have made the move to the latest JD Edwards EnterpriseOne offering (Release 90) The most common enterprise systems used outside of the Oracle ecosphere include custom-developed software (12)
Respondents to the survey have a variety of job roles both within IT and business and represent a wide range of organization types and sizes The largest segment 23 are directors or managers of development and integration Another 15 are project managers and 15 are enterprise architects or
business analysts One-tenth come from the business side either as C-level executives or line-of-business managers and professionals
A number of large organizations are represented in the survey with 31 of respondents reporting annual company revenues exceeding $1 billion a year Likewise close to one-quarter come from very large organizations with more than 10000 employees A sizable contingent of small-to-medium-size businesses is also represented in the survey In terms of industry groups the largest segments seen in this survey are government agencies manufacturing and financial services (See Figures 30-35 at the end of this report for detailed demographic information)
The survey uncovered the following findings
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterprise ERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
Typically upgrades of PeopleSoft and JD Edwards are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
On the following pages are detailed survey results tracking enterprise application suite upgrade activity at respondentsrsquo businesses
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
4
ENTERPRISE APPLICATIONERP ENVIRONMENTS AND UPGRADES
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterpriseERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
While upgrade plans are variable there are a number of organizations making plans to have the latest versions of PeopleSoft or JD Edwards in sooner than later Forty-seven percent in fact are either already in the process of upgrading or have already made the move to update their enterprise application suites Another 33 intend to move to the latest release of their enterpriseERP suite within the next two years Only 19 either have no plans or donrsquot know what their organizationsrsquo plans are (See Figure 1)
How extensive are the ERP upgrades that respondents are performing or have recently completed The survey identified four predominant or primary approaches respondents are taking in the move to the latest releases of PeopleSoft or JD Edwards A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade The next level42 is whatrsquos considered a functional upgrade or a more incremental approach where customers adopt new functionality and upgrade existing capabilities with enhanced features Another 17 are referred to as functional upgrade-plus where new modules are implemented in addition to the adoption of new andor enhanced functionality A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade Finally there is a smaller segment 8 of respondents that are engaged in higher-level transformational efforts triggered by their ERP upgrades In these scenarios companies look to their enterprise systems to change the way they work and how their business processes are handled Reliance on these enterprise systems to shape performance and future opportunities points to their role as the backbone of many organizations (See Figure 2)
While executive leadership varies across these different upgrade paths chief information officers were most likely to lead all major types of ERP upgrade efforts However
responsibilities for the various upgrade types also tend to be spread across corporate leadership For example CIOs play a leading role in the higher-level transformational upgrades with 33 overseeing transformational efforts versus 28 of CFOs and COOs combined In addition CIOs tend to take a greater leadership role in functional (32) and technical (26) upgrades (Throughout this report the ldquofunctionalrdquo category will include both functional and functional-plus type upgrades) (See Figure 3)
As will be shown throughout this report there are major distinctions in the motivations and implementation practices between those seeking to transform parts of the business versus those engaging in functional or strictly technology upgrades Those respondents engaged in transformational upgrades demonstrate a heightened sense of urgency in achieving greater scalability and standardization of business processes across the enterprise In addition these high-end upgrades typically require greater organizational time and resources to accomplish
What benefits do respondents anticipate as a result of their PeopleSoft JD Edwards or other ERP suite upgrade Access to new functionality and improved performance top the list cited by close to two-thirds (65) Another 47 are anticipating improved performance and third on the list is user productivity cited by 44 (See Figure 4)
Broader transformational upgrade tend to emphasize enterprise scale Those respondents engaged in more business-focused transformational upgrades are much more likely than those overseeing operational upgrades to be seeking standardization of their business processes enterprise-wide from their upgrade effort (61 of transformational efforts versus 23 of functional upgrades and 15 of more limited technical upgrades) Greater scalability is also a benefit more likely to be sought by those overseeing enterprise transformation (39 versus 22 of functional and 24 of technical upgrades) (See Figure 5)
As enterprises move to upgrade their enterpriseERP suite do any view the process as an opportunity to view cloud or hosted solutions The majority 77 say they are currently on-premise
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
5
and are planning to stay on-premise Another 10 are hosted with another 5 planning to move to a hosted or subscription-based SaaS environment (See Figure 6)
Interestingly the largest organizations in the survey (with 5000 or more employees) are the most inclined to be considering or using hosted and cloud-based solutions (cited by a combined total of 9) Typically hosted or subscription-based SaaS environments are attractive to smaller firms with minimal IT infrastructures (See Figure 7)
Most organizations do not upgrade their enterpriseERP suite on a regular schedule While there is a relatively small segment that make sure they regularly upgrade every couple of years (8) a majority of respondents indicate that the frequency of enterpriseERP suite upgrades depends on a number of variables (See Figure 8)
Once properly executed initiatives to improve and update ERP systems are far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
Most upgrade efforts are initially triggered by a need to keep current with supported versions of software as cited by 82 of respondents Another 57 sought the greater functionality that the new releases offer and 31 were anxious to adopt the next generation of technology for their systems (See Figure 9)
Respondents with functional or technical upgrades seek greater functionality fueled by a desire to move to the next generation of solutions Those overseeing more transformational projects see the upgrade as an opportunity to minimize or remove customizations increase user productivity and improve reporting and visibility (See Figure 10)
Figure 1 Current Enterprise ApplicationERP Suite Upgrade Plans
(Total does not equal 100 due to rounding)
Planning to upgrade within the next 24 months 33
Have upgraded or in process of upgrade 47
No plans to upgrade 7
Dont knowunsureother 12
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
3
EXECUTIVE SUMMARY
Companies need greater technology capabilities and agility to compete in todayrsquos highly competitive global economy and are looking to boost the power and scope of their enterprise application suites (often referred to as enterprise resource planning or ERP systems) While enterpriseERP systems are complex with many moving parts a new survey of enterprise application managers finds that the vast majority of ERP upgrade efforts tend to be short in duration fall within reasonable budgets and rarely disrupt the business at large
In addition contrary to perceptions many ERP upgrades benefit the entire business not just IT departments Once properly executed initiatives to improve and update ERP systems can be far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
To keep and build a competitive edge businesses rely on systems such as Oraclersquos PeopleSoft or JD Edwards to manage and provide information on key processes from financials to procurement to human resources How do companies go about upgrading these systems Who takes charge How much does an upgrade process cost These are the questions addressed in a new survey of 308 enterprise application and business managers conducted among members of the Quest International Users Group The survey was fielded by Unisphere Research a division of Information Today Inc in partnership with Oracle Corporation in November 2011
Almost half of the survey respondents have already upgraded to the latest available versions of PeopleSoft and JD Edwards enterprise application suites About 28 of respondents have made the move to the latest available version (Release 91) of PeopleSoft and 19 have made the move to the latest JD Edwards EnterpriseOne offering (Release 90) The most common enterprise systems used outside of the Oracle ecosphere include custom-developed software (12)
Respondents to the survey have a variety of job roles both within IT and business and represent a wide range of organization types and sizes The largest segment 23 are directors or managers of development and integration Another 15 are project managers and 15 are enterprise architects or
business analysts One-tenth come from the business side either as C-level executives or line-of-business managers and professionals
A number of large organizations are represented in the survey with 31 of respondents reporting annual company revenues exceeding $1 billion a year Likewise close to one-quarter come from very large organizations with more than 10000 employees A sizable contingent of small-to-medium-size businesses is also represented in the survey In terms of industry groups the largest segments seen in this survey are government agencies manufacturing and financial services (See Figures 30-35 at the end of this report for detailed demographic information)
The survey uncovered the following findings
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterprise ERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
Typically upgrades of PeopleSoft and JD Edwards are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
On the following pages are detailed survey results tracking enterprise application suite upgrade activity at respondentsrsquo businesses
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
4
ENTERPRISE APPLICATIONERP ENVIRONMENTS AND UPGRADES
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterpriseERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
While upgrade plans are variable there are a number of organizations making plans to have the latest versions of PeopleSoft or JD Edwards in sooner than later Forty-seven percent in fact are either already in the process of upgrading or have already made the move to update their enterprise application suites Another 33 intend to move to the latest release of their enterpriseERP suite within the next two years Only 19 either have no plans or donrsquot know what their organizationsrsquo plans are (See Figure 1)
How extensive are the ERP upgrades that respondents are performing or have recently completed The survey identified four predominant or primary approaches respondents are taking in the move to the latest releases of PeopleSoft or JD Edwards A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade The next level42 is whatrsquos considered a functional upgrade or a more incremental approach where customers adopt new functionality and upgrade existing capabilities with enhanced features Another 17 are referred to as functional upgrade-plus where new modules are implemented in addition to the adoption of new andor enhanced functionality A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade Finally there is a smaller segment 8 of respondents that are engaged in higher-level transformational efforts triggered by their ERP upgrades In these scenarios companies look to their enterprise systems to change the way they work and how their business processes are handled Reliance on these enterprise systems to shape performance and future opportunities points to their role as the backbone of many organizations (See Figure 2)
While executive leadership varies across these different upgrade paths chief information officers were most likely to lead all major types of ERP upgrade efforts However
responsibilities for the various upgrade types also tend to be spread across corporate leadership For example CIOs play a leading role in the higher-level transformational upgrades with 33 overseeing transformational efforts versus 28 of CFOs and COOs combined In addition CIOs tend to take a greater leadership role in functional (32) and technical (26) upgrades (Throughout this report the ldquofunctionalrdquo category will include both functional and functional-plus type upgrades) (See Figure 3)
As will be shown throughout this report there are major distinctions in the motivations and implementation practices between those seeking to transform parts of the business versus those engaging in functional or strictly technology upgrades Those respondents engaged in transformational upgrades demonstrate a heightened sense of urgency in achieving greater scalability and standardization of business processes across the enterprise In addition these high-end upgrades typically require greater organizational time and resources to accomplish
What benefits do respondents anticipate as a result of their PeopleSoft JD Edwards or other ERP suite upgrade Access to new functionality and improved performance top the list cited by close to two-thirds (65) Another 47 are anticipating improved performance and third on the list is user productivity cited by 44 (See Figure 4)
Broader transformational upgrade tend to emphasize enterprise scale Those respondents engaged in more business-focused transformational upgrades are much more likely than those overseeing operational upgrades to be seeking standardization of their business processes enterprise-wide from their upgrade effort (61 of transformational efforts versus 23 of functional upgrades and 15 of more limited technical upgrades) Greater scalability is also a benefit more likely to be sought by those overseeing enterprise transformation (39 versus 22 of functional and 24 of technical upgrades) (See Figure 5)
As enterprises move to upgrade their enterpriseERP suite do any view the process as an opportunity to view cloud or hosted solutions The majority 77 say they are currently on-premise
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
5
and are planning to stay on-premise Another 10 are hosted with another 5 planning to move to a hosted or subscription-based SaaS environment (See Figure 6)
Interestingly the largest organizations in the survey (with 5000 or more employees) are the most inclined to be considering or using hosted and cloud-based solutions (cited by a combined total of 9) Typically hosted or subscription-based SaaS environments are attractive to smaller firms with minimal IT infrastructures (See Figure 7)
Most organizations do not upgrade their enterpriseERP suite on a regular schedule While there is a relatively small segment that make sure they regularly upgrade every couple of years (8) a majority of respondents indicate that the frequency of enterpriseERP suite upgrades depends on a number of variables (See Figure 8)
Once properly executed initiatives to improve and update ERP systems are far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
Most upgrade efforts are initially triggered by a need to keep current with supported versions of software as cited by 82 of respondents Another 57 sought the greater functionality that the new releases offer and 31 were anxious to adopt the next generation of technology for their systems (See Figure 9)
Respondents with functional or technical upgrades seek greater functionality fueled by a desire to move to the next generation of solutions Those overseeing more transformational projects see the upgrade as an opportunity to minimize or remove customizations increase user productivity and improve reporting and visibility (See Figure 10)
Figure 1 Current Enterprise ApplicationERP Suite Upgrade Plans
(Total does not equal 100 due to rounding)
Planning to upgrade within the next 24 months 33
Have upgraded or in process of upgrade 47
No plans to upgrade 7
Dont knowunsureother 12
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
4
ENTERPRISE APPLICATIONERP ENVIRONMENTS AND UPGRADES
There is a lot of upgrade activity across the PeopleSoft and JD Edwards customers Close to half of respondents are either in the process of upgrading or have just upgraded their PeopleSoft and JD Edwards suites and one-third plan to upgrade within the next two years A majority of enterpriseERP suite upgrades are intended to update specific functions or technology while close to one out of 10 also target transformation of business processes across the enterprise Respondents anticipate greater access to new functionality improved performance and improved user productivity as a result of their upgrade projects
While upgrade plans are variable there are a number of organizations making plans to have the latest versions of PeopleSoft or JD Edwards in sooner than later Forty-seven percent in fact are either already in the process of upgrading or have already made the move to update their enterprise application suites Another 33 intend to move to the latest release of their enterpriseERP suite within the next two years Only 19 either have no plans or donrsquot know what their organizationsrsquo plans are (See Figure 1)
How extensive are the ERP upgrades that respondents are performing or have recently completed The survey identified four predominant or primary approaches respondents are taking in the move to the latest releases of PeopleSoft or JD Edwards A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade The next level42 is whatrsquos considered a functional upgrade or a more incremental approach where customers adopt new functionality and upgrade existing capabilities with enhanced features Another 17 are referred to as functional upgrade-plus where new modules are implemented in addition to the adoption of new andor enhanced functionality A less invasive approach employed by 23 of the sites in the survey is referred to as a technical upgrade where the underlying technology is upgraded but little or no new functionality is adopted For example for PeopleSoft sites this may involve only a PeopleTools upgrade Finally there is a smaller segment 8 of respondents that are engaged in higher-level transformational efforts triggered by their ERP upgrades In these scenarios companies look to their enterprise systems to change the way they work and how their business processes are handled Reliance on these enterprise systems to shape performance and future opportunities points to their role as the backbone of many organizations (See Figure 2)
While executive leadership varies across these different upgrade paths chief information officers were most likely to lead all major types of ERP upgrade efforts However
responsibilities for the various upgrade types also tend to be spread across corporate leadership For example CIOs play a leading role in the higher-level transformational upgrades with 33 overseeing transformational efforts versus 28 of CFOs and COOs combined In addition CIOs tend to take a greater leadership role in functional (32) and technical (26) upgrades (Throughout this report the ldquofunctionalrdquo category will include both functional and functional-plus type upgrades) (See Figure 3)
As will be shown throughout this report there are major distinctions in the motivations and implementation practices between those seeking to transform parts of the business versus those engaging in functional or strictly technology upgrades Those respondents engaged in transformational upgrades demonstrate a heightened sense of urgency in achieving greater scalability and standardization of business processes across the enterprise In addition these high-end upgrades typically require greater organizational time and resources to accomplish
What benefits do respondents anticipate as a result of their PeopleSoft JD Edwards or other ERP suite upgrade Access to new functionality and improved performance top the list cited by close to two-thirds (65) Another 47 are anticipating improved performance and third on the list is user productivity cited by 44 (See Figure 4)
Broader transformational upgrade tend to emphasize enterprise scale Those respondents engaged in more business-focused transformational upgrades are much more likely than those overseeing operational upgrades to be seeking standardization of their business processes enterprise-wide from their upgrade effort (61 of transformational efforts versus 23 of functional upgrades and 15 of more limited technical upgrades) Greater scalability is also a benefit more likely to be sought by those overseeing enterprise transformation (39 versus 22 of functional and 24 of technical upgrades) (See Figure 5)
As enterprises move to upgrade their enterpriseERP suite do any view the process as an opportunity to view cloud or hosted solutions The majority 77 say they are currently on-premise
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
5
and are planning to stay on-premise Another 10 are hosted with another 5 planning to move to a hosted or subscription-based SaaS environment (See Figure 6)
Interestingly the largest organizations in the survey (with 5000 or more employees) are the most inclined to be considering or using hosted and cloud-based solutions (cited by a combined total of 9) Typically hosted or subscription-based SaaS environments are attractive to smaller firms with minimal IT infrastructures (See Figure 7)
Most organizations do not upgrade their enterpriseERP suite on a regular schedule While there is a relatively small segment that make sure they regularly upgrade every couple of years (8) a majority of respondents indicate that the frequency of enterpriseERP suite upgrades depends on a number of variables (See Figure 8)
Once properly executed initiatives to improve and update ERP systems are far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
Most upgrade efforts are initially triggered by a need to keep current with supported versions of software as cited by 82 of respondents Another 57 sought the greater functionality that the new releases offer and 31 were anxious to adopt the next generation of technology for their systems (See Figure 9)
Respondents with functional or technical upgrades seek greater functionality fueled by a desire to move to the next generation of solutions Those overseeing more transformational projects see the upgrade as an opportunity to minimize or remove customizations increase user productivity and improve reporting and visibility (See Figure 10)
Figure 1 Current Enterprise ApplicationERP Suite Upgrade Plans
(Total does not equal 100 due to rounding)
Planning to upgrade within the next 24 months 33
Have upgraded or in process of upgrade 47
No plans to upgrade 7
Dont knowunsureother 12
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
5
and are planning to stay on-premise Another 10 are hosted with another 5 planning to move to a hosted or subscription-based SaaS environment (See Figure 6)
Interestingly the largest organizations in the survey (with 5000 or more employees) are the most inclined to be considering or using hosted and cloud-based solutions (cited by a combined total of 9) Typically hosted or subscription-based SaaS environments are attractive to smaller firms with minimal IT infrastructures (See Figure 7)
Most organizations do not upgrade their enterpriseERP suite on a regular schedule While there is a relatively small segment that make sure they regularly upgrade every couple of years (8) a majority of respondents indicate that the frequency of enterpriseERP suite upgrades depends on a number of variables (See Figure 8)
Once properly executed initiatives to improve and update ERP systems are far-reaching providing enterprises with improved productivity greater streamlining and more robust capabilities for reaching out and serving new markets and constituencies
Most upgrade efforts are initially triggered by a need to keep current with supported versions of software as cited by 82 of respondents Another 57 sought the greater functionality that the new releases offer and 31 were anxious to adopt the next generation of technology for their systems (See Figure 9)
Respondents with functional or technical upgrades seek greater functionality fueled by a desire to move to the next generation of solutions Those overseeing more transformational projects see the upgrade as an opportunity to minimize or remove customizations increase user productivity and improve reporting and visibility (See Figure 10)
Figure 1 Current Enterprise ApplicationERP Suite Upgrade Plans
(Total does not equal 100 due to rounding)
Planning to upgrade within the next 24 months 33
Have upgraded or in process of upgrade 47
No plans to upgrade 7
Dont knowunsureother 12
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
6
Figure 3 Whorsquos in Charge of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
CIO 33 32 26
COO 11 4 4
CFO 17 29 24
LOB Executive 11 18 22
Other 28 17 24
Figure 2 Scope of Enterprise ApplicationERP Suite Upgrades
Technology only (eg for PeopleSoft a 23 PeopleTools upgrade only for E-Business Suite no adoption of new functionality etc)
Functional upgrademdashupgraded existing 42 ERP footprint with adoption of new functionality
Functional upgrade-plusmdashupgraded 17 existing ERP footprint plus implemented additional modules (transformed select business processes)
Transformationalmdashupgrade was 8 transformational project across the enterprise
Dont knowunsure 3
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
7
Figure 4 Anticipated Benefits of EnterpriseERP Suite Upgrade
Access to new functionality 65
Improved performance 47
Improved user productivity 44
Continued alignment with latest Oracle 41 technologies
Standardization of business processes 25 enterprise-wide
Better scalability 24
Reduction in IT operational costs 21
Adoption of industry standard technology 20 open standards
Increased accuracy of corp data 13
Tighter integration 13
Competitive advantage 6
Dont knowunsure 3
Other 14
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
8
Figure 5 Anticipated Benefits of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
Access to new functionality 50 71 56
Improved performance 33 50 48
Improved user productivity 39 53 24
Continued alignment with latest Oracle technologies 28 45 46
Adoption of industry standard technology 17 19 22 open standards
Better scalability 39 22 24
Reduction in IT operational costs 22 19 24
Increased accuracy of corporate data 22 14 7
Standardization of business processes enterprise-wide 61 23 15
Competitive advantage 17 5 4
Tighter integration 33 11 13
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
9
Figure 6 Consider Changing Deployment Strategy as Part of ERP Upgrade
No currently on-premise and planning 77 to stay on-premise
No currently hosted and planning 10 to stay hosted
Yes moving to a hosted environment 4 (retaining license)
Yes moving to a SaaS environment 1 (subscription-based)
Other 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
10
Figure 7 Consider Changing Deployment Strategy mdashBy Company Size
(Among companies conducting or planning upgrades)
Figure 8 Frequency of EnterpriseERP Suite Upgrades
Always stay current with the latest release 8 (upgrade every couple of years)
Every other release (upgrade every 21 2 to 4 years)
Upgrade approximately once every 5 years 10
Varies (depending on the release 57 IT priorities budget etc)
Other 4
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
No currently on-premise and planning 76 85 71 to stay on-premise
No currently hosted and planning to stay hosted 12 3 15
Yes moving to a hosted environment 4 2 7 (retaining license)
Yes moving to a SaaS environment 0 1 2 (subscription-based)
Other 9 8 5
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
11
Figure 9 Compelling Reasons for EnterpriseERP Suite Upgrade
0 20 40 60 80 100
End of support 82
Better functionality 57
Adopt next generation technology 31
Increase user productivity 28
Modernization 24
Minimizeremove customizations 23
Improved reporting and visibility 17
Expected future growth 14
Consolidateeliminate instances 13 of legacy systems
Legal and regulatory compliance 11
Prepare for Fusion applications 10
Reduce costs 9
Greater industry capabilities 6
Organizational growth 6
Change in management 5
LOB requirementsdemands 3
Implementmove to a shared service center 2
Competitive pressure 2
Dont knowunsure 1
Other 3
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
12
Figure 10 Compelling Reasons for EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
Transformational Functional Technical
End of support 72 83 81
Better functionality 39 63 52
Adopt next generation technology 28 32 33
Increase user productivity 33 32 20
Minimizeremove customizations 44 21 20
Modernization 22 25 20
Prepare for Fusion applications 6 12 11
Expected future growth 22 14 9
Consolidateeliminate instances or legacy systems 28 12 7
Improved reporting and visibility 33 19 7
Greater industry capabilities 0 6 6
Organizational growth 11 5 6
Legal and regulatory compliance 11 9 17
Reduce costs 11 7 13
ImplementMove to a shared service center 11 2 0
LOB requirementsdemands 11 4 2
Change in management 11 4 4
Competitive pressure 6 1 4
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
13
ENTERPRISE APPLICATIONERP UPGRADE ISSUES AND RISKS
Typically upgrades of PeopleSoft and JD Edwards systems are of short duration and non-invasive to the business at large For the majority of respondents disruptions to their businesses were minimal more than two-thirds say they experienced five or fewer days of disruption or downtime
The survey finds most upgrades take up between 6 and 12 months as cited by 46 of respondents Another one-fourth of respondents have completed their projects in less than six monthsrsquo time Close to one-fourth even report upgrades within six months mostly within a three-to-six-month timeframe In all cases these were all more limited upgrades (functional and technical) (See Figure 11)
Overall transformational ERP upgradesmdashwhich involved more substantial changes to business processesmdashtook longer the survey shows A majority 59 of the transformation-level upgrade efforts take more than 15 months to implement compared to only 8 of the functional upgrades and 7 of technical upgrades By contrast a majority of functional and technical upgrades are completed in six to nine months (See Figure 12)
What are (or were) the top risks identified for ERP upgrade projects Among the three top risks cited by respondents close to two-thirds say a shortage of skills or staff another 62 are concerned with maintaining customizations and 60 cite risks during the testing process (See Figure 13)
Testing appears to be a difficult area for many respondents in their PeopleSoft JD Edwards or other enterpriseERP upgrade processes Testing issues lead the list of challenges cited by more than half (56) Just under a third 32 say they have encountered integration issues (See Figure 14)
Close to half of respondents 49 report some degree of disruption to their businesses during the upgrade process In most cases the disruption lasted 1 to 5 days (See Figure 15) Interestingly respondents undergoing a more extensive upgrade process involving business transformation were only somewhat more likely to report an extended period of disruption lasting
more than 15 days (6 of respondents with transformational upgrades versus 1 of functional and 2 of technical upgrades) (See Figure 16)
What were the costs of these upgrade projects Over a third of the respondents could not put a price tag on their recent upgrade projects For a large segment of respondents ERP upgrades accounted for relatively small part of IT budgetsmdash 28 report the cost amounted to less than $250000 At the high end of the scale another 15 report costs exceeding $1 million (See Figure 17)
There is greater awareness of the dollar costs of enterprise ERP upgrades that are more limited in nature versus the more expansive transformational efforts Two-thirds of the respondents overseeing more limited technical upgrades were aware of the costs versus 50 of those involved in enterprise transformational upgrades Overall the reported costs of transformational upgrades are much highermdashclose to half 44 of respondents engaged in high-level upgrades report costs exceeding $1 million versus only 11 of those overseeing either functional or technical upgrades Most sites with functional or technical upgrades report costs typically do not exceed $500000 (See Figure 18)
While it may be assumed that larger firms encounter higher costs for enterprise upgrades the survey finds that isnrsquot necessarily the case with PeopleSoft and JD Edwards upgrades While 29 of respondents in companies with 5000 or more employees report costs exceeding $500000 this trails the numbers for medium-size businesses (36) Not surprisingly however only 10 of the smallest firms saw such costs (See Figure 19)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
14
Figure 11 Length of EnterpriseERP Suite Upgrade Timeline
0 20 40 60 80 100
Less than 3 months 3
3 to 6 months 21
6 to 9 months 24
9 to 12 months 22
12 to 15 months 11
More than 15 months 13
Dont knowunsure 5
(Among companies conducting or planning upgrades)
Figure 12 Length of EnterpriseERP Suite Implementation mdashBy Scope of Upgrade
(Total does not equal 100 due to rounding)
Transformational Functional Technical
Less than 3 months 0 2 4
3 to 6 months 0 24 24
6 to 9 months 12 25 28
9 to 12 months 18 21 28
12 to 15 months 0 14 7
More than 15 months 59 8 7
Dont knowunsure 12 5 2
(Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
15
Figure 13 Top EnterpriseERP Suite Upgrade Project Risks
Limited staff 63
Maintaining customizations 62
Testing 60
Overall downtimedisruption 41
End user adoption 36
Business processes damagedaltered 27
Executive sponsorship 21
Increase in costs related to additional 19 hardware required
Data being damagedaltered 10
Increase in processing costs 5
Missed product launchesslower time 5 to market
Rise in training costs 5
Dont knowunsure 3
Other 8
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
16
Figure 14 Issues Encountered During EnterpriseERP Suite Upgrade
0 20 40 60 80 100
Testing issues 56
Integration issues 32
Patch inconsistency 20
User acceptance 20
Business buy-in 14
Hosting issues 4
Dont knowunsure 19
Other 14
(Among companies conducting or planning upgrades)
(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
17
Figure 15 Length of Disruptions to the Business During EnterpriseERP Suite Upgrade Process
No downtime or disruption 23
At least 24 hours of downtime or disruption 21
1 to 5 days of downtimedisruption 24
6 to 14 days of downtimedisruption 3
15 to 30 days of downtimedisruption 0
More than a month of downtimedisruption 1
Dont knowunsure 19
Other 9
(Among companies conducting or planning upgrades)
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
18
Figure 16 Length of Disruptions to BusinessmdashBy Scope of Upgrade (Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
No downtime or disruption 0 28 15
At least 24 hours of downtime or disruption 28 16 40
1 to 5 days of downtimedisruption 11 25 25
6 to 14 days of downtimedisruption 0 1 8
15 or more days of downtimedisruption 6 0 0
More than a month of disruption 0 1 2
Dont knowunsure 39 20 11
Other 17 8 0
Figure 17 Total Cost of EnterpriseERP Suite Upgrade
0 20 40 60 80 100
lt$100000 18
$100000 to $250000 10
$250000 to $500000 9
$500000 to $750000 3
$750000 to $1 million 6
gt$1 million 15
Dont knowunsure 38
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
19
Figure 18 Total Cost of EnterpriseERP Suite Upgrade mdashBy Scope of Upgrade
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Transformational Functional Technical
lt$100000 0 20 19
$100000 to $250000 6 11 11
$250000 to $500000 0 11 9
$500000 to $750000 0 4 4
$750000 to $1 million 0 6 13
gt$1 million 44 11 11
Dont knowunsure 50 37 33
Figure 19 Total Cost of EnterpriseERP Suite Upgrade mdashBy Company Size
(Among companies conducting or planning upgrades)
(Totals may not equal 100 due to rounding)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
lt$100000 29 15 10
$100000 to $250000 22 9 1
$250000 to $500000 6 9 12
$500000 to $750000 3 4 4
$750000 to $1 million 3 12 4
gt$1 million 4 20 21
Dont knowunsure 33 32 49
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
20
ENTERPRISEERP SUITE UPGRADE NUTS AND BOLTS
Financials procurement and human capital management applications are typically targeted for upgrade among PeopleSoft and JD Edwards users Most upgrades are either overseen by the top financial or IT executives
ERP upgrades are more than simply leveraging new functions or components An aggregate total of 28 of respondents report implementing additional modules within their ERP footprint at the time of the upgrade (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Of those that did add additional modules most report adding modules for human capital management (See Figure 20)
Were there additional modules implemented outside of their enterpriseERP suite footprint at the time of upgrade An aggregate total of 32 of respondents report implementing additional modules (Respondents could select more than one option percentage shown is based on respondents selecting a minimum of one or more choices) Module choices were led by adoption of the User Productivity Kit (UPK) a content development deployment and maintenance platform for increasing project program and user productivity and mitigating project risks Second on the list is the installation of business intelligence applications as part of upgrades (See Figure 21)
Just about every enterpriseERP suite upgrade includes financial applications Close to two-thirds also include
procurement functionality (65) and a majority also include human capital management (56) Supply chain management is included by 42 of respondents (See Figure 22) In most cases a mix of external staff and outside consultants play a role in major enterpriseERP suite upgrades (See Figure 23)
Itrsquos often a toss-up as to who makes the ultimate decision on whether to upgrademdashfinance or IT Respondents are divided about whether it is the CIO or the CFO who makes the final call About a third report CIOs are the primary decision makers and a similar number indicate its up to the CFO (See Figure 24) A majority of respondents 80 report that they solicited input from technical and functional staff prior to making the ERP upgrade decision (See Figure 25)
In most cases enterpriseERP suite upgrade teams consisted of between 6 and 20 people (See Figure 26) As can be expected these sizes vary depending on organization size For example 23 of the largest organizations in the survey (more than 5000 employees) report having teams with more than 30 staff members versus only 1 of the smallest companies (fewer than 1000 employees) (See Figure 27)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
21
Figure 20 Additional Modules Implemented with Upgrade
No additional modules were implemented 64
Additional human capital management 13
Additional financials 7
Additional procurement 7
Additional supply chain management 6
Additional projects 5
Additional customer relationship 3 management
Dont knowunsure 8
Other 4
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
22
Figure 21 Additional Modules Implemented Outside EnterpriseERP Footprint with Upgrade
No additional modules outside of ERP 55
User Productivity Kit 20
Business intelligence applications 14
Master data management applications 2
Governance risk and compliance 1 applications
Enterprise performance management 1 applications
Dont knowunsure 13
Other 6
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
23
Figure 22 Product Areas Included in EnterpriseERP Suite Upgrade
Financials 83
Procurement 65
Human capital management 56
Supply chain management 42
Projects 27
Customer relationship management 13
Dont knowunsure 2
Other 11
(Among companies conducting or planning upgrades)
0 20 40 60 80 100(Multiple responses permitted)
Figure 23 EnterpriseERP Suite Upgrade Project Teams
0 20 40 60 80 100
All internal staff 26
Combination of internal staff and external 71
All external 0
Dont knowunsure 0
Other 2
(Among companies conducting or planning upgrades)
(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
24
Figure 24 Primary Decision Maker for EnterpriseERP Suite Upgrades
0 20 40 60 80 100
CIO 32
CFO 29
LOB executive 15
COO 4
Other 19
(Total does not equal 100 due to rounding)
Figure 25 Solicit Input from Technical and Functional Staff Prior to Upgrade Decision
Yes 80
No 15
Donrsquot knowunsure 5
(Among companies conducting or planning upgrades)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
25
Figure 26 EnterpriseERP Suite Upgrade Project Team Sizes
Fewer than 5 full-time employees 21
6 to 10 31
11 to 20 27
21 to 30 9
31 to 40 5
41+ 7
0 20 40 60 80 100
(Among companies conducting or planning upgrades)
Figure 27 EnterpriseERP Suite Upgrade Project Team Sizes mdashBy Company Size
(Among companies conducting or planning upgrades)
Small business Medium business Large business lt1000 employees 1001ndash5000 employees gt5000 employees
Fewer than 5 full-time employees 40 14 12
6 to 10 41 39 13
11 to 20 16 29 34
21 to 30 1 7 18
31 to 40 0 6 10
41+ 1 5 13 (Totals may not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
26
CONCLUSIONS
The latest survey of 308 Quest members finds substantial interest and activity in upgrading enterprise or ERP systems and that in many cases these projects target a high-level business need Key takeaways from this survey include the following
Most upgrades are short in duration and minimally invasive The typical length of time for an enterpriseERP upgrade is anywhere between 3 and 12 months For a majority of respondents disruptions to their businesses were minimal 68 say they experienced five or fewer days of disruption or downtime Twenty-three percent report no disruptions at all
Upgrade activity is frequent and ongoing Close to half of respondents either are in the midst of an upgrade or have just completed an upgrade project In addition another one-third intend to move to the latest release of their enterpriseERP suite within the next two years
Some upgrade activity is transformative to the business While a majority of enterpriseERP suite upgrades are intended to update specific functions or technology about 8 also use an upgrade as an opportunity to perform a transformational project across the enterprise In addition another 17 say their functional upgrades are intended to implement additional modules to improve or streamline business processes
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
27
NEXT STEPS
Your investment in Oracle solutions plays a key role in keeping your business competitive and your company on the leading edge of performance As an Oracle customer you have access to services resources and product updates that can help you be successful
This survey provided some key insights into the resources that respondents said were most helpful with upgrade projects Of those organizations that have upgraded or are in the process of upgrading (47) when asked what types of materials resources or events did they find most valuable when evaluating an ERP upgrade 67 cited other conferences (eg COLLABORATE
Alliance Regional User Group meetings etc) followed by release documents (such as RCDs Release Notes etc) at 64 and white papers containing business benefits (51) (See Figure 28)
When deciding to upgrade their ERP applications where did these respondents go to get more information related to key project success factors Peersindustry peers topped the list at 64 and 61 rely on user group networks Another valuable source of information Oraclersquos website and publications as well as Oraclersquos support website (used by 61 and 60 respectively) (See Figure 29)
Figure 28 Materials Resources or Events Most Valuable for ERP Upgrades
Other conferences 67
Release documents (such as RCDs Release Notes etc)
64
White papers containing business benefits 51
Release value propositions 42
Live customer webcasts 23
Oracle OpenWorld 21
Oracle-sponsored regional or partner events 19
On-demand customer success collateral (eg testimonials)
17
Independent or publication-affiliated webcasts
11
Dont knowunsure 4
Other 10
(Multiple responses permitted) 0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
28
Figure 29 Key Information Sources Referenced for ERP Project Success
Peersindustry peers 64
Oracle website and publications 61
User group network 61
Oracle Support website 60
Events (webcasts or conferences) 59
Third-party consulting firm 58
IT analysts and research 31
Independent industry publications 23 and web sites
Dont knowunsure 3
Other 3
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
29
DEMOGRAPHICS
Figure 30 Enterprise ApplicationERP Suite Solution Currently in Use
PeopleSoft 91 17
PeopleSoft 90 11
PeopleSoft 89 17
PeopleSoft 88 or below 6
JD Edwards EnterpriseOne 90 19
JD Edwards EnterpriseOne 812 13
JD Edwards EnterpriseOne 811 6
JD Edwards EnterpriseOne 810 or below 13
JD Edwards World A92 3
JD Edwards World A91 2
JD Edwards World A81 or below 7
We use a custom-developed suite 12
Salesforcecom 7
Infor 5
SAP 4
Oracle E-Business Suite 11-12X 3
Microsoft Dynamics 3
Other 10
0 20 40 60 80 100(Multiple responses permitted)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
30
Figure 31 Respondentsrsquo Primary Job Titles
Directormanager of ISIT or development 23 integration
Projectprogram manager 15
Enterprise architectbusiness analyst 15
Technical architectsystems analyst 12
Database or systems administrator 6
Developerprogrammer 6
Line of business managerprofessional 5
CFOfinance managercontroller 3
IT or data consultant 3
Chief information officerCTOVP of IT 1
CEOpresidentvice presidentexecutive 1 management
Other 10
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
31
Figure 32 Respondentsrsquo Primary Areas of Responsibility
IT 56
Human resources 10
Finance 8
Accounting 8
Project management 4
Sales 2
Service 2
Executivemanagement 1
Manufacturing 1
Operations 1
Procurement 1
Other 5
0 20 40 60 80 100(Total does not equal 100 due to rounding)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
32
Figure 33 Respondentsrsquo Company SizemdashBy Number of Employees
0 20 40 60 80 100
1 to 100 employees 5
101 to 500 employees 14
501 to 1000 employees 13
1001 to 5000 employees 33
5001 to 10000 employees 14
gt10000 21
(Includes all locations branches and subsidiaries)
Figure 34 Respondentsrsquo Company Size
0 20 40 60 80 100
lt$50 million 5
$50 million to $250 million 15
$250 million to $500 million 13
$500 million to $1 billion 16
$1 billion to $5 billion 19
gt$5 billion 12
Not applicable 20
(In US Dollarsmdashincludes all locations branches and subsidiaries)
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
33
Figure 35 Respondentsrsquo Industry Groups
Public sector
Industrial manufacturing
Financial services
Engineering amp construction
Consumer goods
Process manufacturing
Insurance
Education amp research
Utilities
Communications
High technology
Healthcare
Professional services
Wholesale distribution
Aerospace amp defense
Oil amp gas
Other
16
10
7
5
5
5
5
4
4
3
3
3
3
3
2
2
20
0 20 40 60 80 100
New Functionality New Opportunities 2012 Quest International Users Group Survey on Enterprise ApplicationERP Suite Upgrade Strategies was produced by Unisphere Research and sponsored by Oracle Unisphere Research is the market research unit of Unisphere Media a division of Information Today Inc publishers of Database Trends and Applications magazine and the 5 Minute Briefing newsletters To review abstracts of our past reports visit wwwdbtacomAbout_UsUnisphere Unisphere Media 630 Central Avenue Murray Hill New Providence NJ 07974 908-795-3701 Email Tomdbtacom Web wwwdbtacom
Data collection and analysis performed with SurveyMethods
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