oracle r12 upgrade

<Insert Picture Here> Successful Oracle R12 Upgrade: The Secrets to a Rapid, Cost-Effective Upgrade

SROAUG March 17, 2010

Manoj Machiwal Consulting Manager

Agenda

1. Why Upgrade 2. Challenges

3. Upgrade Planning Methodologies 4. Planning: Important Considerations 5. Customer Case Study

6. R12 Upgrade Checklist 7. About USJade

8. Q&A

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Why Upgrade?

Pull:

• Features; Products, Retire Customizations Push:

• Older versions of applications not supported by Oracle

ROI • New capabilities of R12


Challenges

Upgrade Planning Testing • Clear business drivers • End user training

• Objective • Functional Testing

Narrow Window of Time User Training • Minimizing downtime is • End-user training

crucial for an upgrade & • Implementation & training can make or break of new features success

Avoiding Unexpected Problems • Point of no return scenario


IT & Business Challenges

The Business & Technical Request Queue Grows Every Day


A Balance Must Be Achieved

Business IT imperative imperative for data for better integrity, decisions, standards, lower costs lower costs and quicker and quicker results results


Project Timeline: Traditional vs. Accelerated

Traditional

Planning

Execution

Validation Accelerated

0 5 10 15 Enablers


Enablers Enablers For a Rapid and Successful Upgrade

1. Plan 2. Create safety-net for narrow upgrade

window 3. ?

Results:

• Reduced downtime: business and user • Reduced business interruption • ROI realized much faster


Upgrade Planning Methodology

• How

• Feasibility study 2 weeks • 5 Possible Scenarios…


Upgrade Planning Methodology

Speed Investment Value

P e r c e n t a g e o f W o r k E f f o r t V s . I n i t i a l I m p l e m e n t a t i o n

#3 Phased #1 Technology #2 Full Functional #4 Re- Functional Upgrade Upgrade Implementation Upgrade

• High Speed • Low Speed • Medium Speed • Low Speed • Low Investment • High Investment • Medium • High Investment

Investment • Low Value • High Value • High Value • Medium Value

10% 2 7 % 3 4 % 40%

OR, Option #5…

S T R E T C H I N G Y O U R 1 1 . 5 . X I N V E S T M E N T


Planning: Important Considerations

• Upgrade Path • Customization Retirement • Testing Cycle

(Technical /Functional) • Upgrade Tuning Plan • Team Requirements & • Cut Over Planning

Capabilities • Ongoing Application • User Training Considerations (post • Tools production)


Resulting Roadmap

• High Level Time-Lines • Milestones

• Resource Planning

• Business Users, Technical Staff

• Risk Mitigation Plan


Customer Case Study R12 Upgrade: Technology & Applications

R12 Upgrade Case Study

Industry: Industrial

Manufacturing Revenue: $500M

Technology & Application Footprint:

Pre-Upgrade Post-Upgrade

• Oracle c.11i - 11.5.3 • Oracle v. R12.0.1

• Oracle Financials (AP, • Oracle Financials (AP,

AR, GL, WIP)., OSFM, AR, GL, WIP)., OSFM, Inventory, WIP Inventory, WIP

• Platform: • Platform: Oracle Sun Solaris 5.8 Enterprise Linux 4

• RBBMS 8.1.7.3 • RBBMS 10.2.0.4

Customer’s Challenges

RISK: Due to Outdated Infrastructure

• Ongoing cost to mitigate this risk

• Risk of de-supported Application and Database • Heavily customized environment

• Scattered Data and Inconsistent Business Processes • Obsolete Business Processes Causing loss of Business


Customer’s Challenges (cont.)

Downtime vs. Benefits:

• Narrow upgrade window • Fear of significant down-time

• Un-clear of new/enhanced functionality & benefits • Lack of Internal Resources

• Lack of Specialized Skills • Additional Operational Costs


Customer’s Primary Objectives

• Migrate to new hardware on Linux OS • Upgrade Oracle Applications to v. R12 • Business process re-engineering • Evaluate existing customization against new functionality in R12

• Minimize system down-time • Minimize staff down-time

• Post-upgrade support & maintenance strategy


Our Customer’s Project: Phased Functional Upgrade Path

Splitting the Upgrade:

• Manage downtime by splitting the database upgrade from application upgrade.

• Separating these two upgrades, downtime is broken down into two smaller segments.

• This path also enables identification of issues with database upgrade separately from applications upgrade.


Phased Functional Upgrade

Phase 1

• Technology Upgrade • Key Business Process

• Limited Customization Retirement

Phase 2

• Business Process Reengineering • New Business Processes

• Complete Customization Retirement


Benefits Achieved Streamlined, Up-to-Date, Well Documented Infrastructure & Software

1. Risk Mitigation

• Data Integrity

• Oracle supportability risks • Minimized risk of down-time

• Extended security with increased single sign-on & identity management capabilities

2. Significantly More Functionality

• Identified “Delta’s” for new/enhanced functionality • Reduced requirements for customizations, and

• Integrated customizations & business processes outside of EBS


Benefits Achieved (cont.)

3. Data Integrity, Centralization of Data

• Speed and accuracy of business processes • Improved Reporting & Analysis

• Timely decisions by seeing integrated system information in real-time

(planning, forecasting, scorecards, consolidations, analysis & modeling). • Improved planning

4. User-friendly web consoles

• Better system performance

• Increased personalization & automation of key tasks


In Summary: R12 Upgrade Check-List

Project Planning (timeline, resource requirements, mitigation of stumbling blocks)

Assessment of Team Capabilities

Planning Methodology best suited for objectives

Testing (test planning, scripts, scenarios) Tools (evaluate, utilize appropriate tools) Training (from navigation to new functionality) Post-Upgrade (staffing, support, maintenance)


About USJade

A Complete Solutions Provider

• Enterprise System Integrator

• Served more than 50 customers for over 10 years • Oracle Platinum Partner

• Oracle Certified Accelerate Solution Provider • Strategic Partnerships

• Global Implementations & Capability - US, India, China, Israel

• Global Delivery Capability Right Shore Delivery Model • SAS

70 Certified


Delivery Model

We Deliver Faster, Better, and more Economically

On-Site Offshore

• Planning • Prototyping Boston, MA China

• Assessment Tel Aviv, Israel • Proof of Concept

• Strategy • Development San Jose, CA

• Architecture Pune, India • Testing

• Requirements • Conversion

• Design • Maintenance/ Enhancement • Pilots • Support • Training


Some of Our Customers


Next steps for your R12 Upgrade Free pre-upgrade assessment Put you in touch with Oracle Upcoming events

Global Headquarters Manoj Machiwal

1731 Technology Drive, Suite 350 Consulting Manager

(408) 899-7217 San Jose, CA 95110 [email protected] 877-JADE-4IT (523-3448)

http://www.usjadecorp.com

East Coast Office

1900 West Park Drive, Suite# 280 Westborough, MA 01581

(508) 983-1457

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