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Best Practices for Adopting Oracle E-Business Suite, Release 12
January 2009
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Presentation Agenda
• Introduction• Implementing V Upgrading• Top 25 Tips for Project Best
Practices• Product Specific Considerations• Customer Case Studies
Implementing V Upgrading
• Implementing• Install the R12 software and implement it to
reflect your enterprise structure and operating practices. You then load any historical data from your legacy system to the freshly implemented R12 system.
• Upgrading• You install the R12 software and use Oracle
supplied tools and scripts to transform your historical data in place to the new Release 12 data model. The standard upgrade process converts your existing setup to R12.
Oracle Consulting Services- Top 25 Tips for Adopting R12
1. Allocate enough time for your project
2. Determine the appropriate project scope
3. Determine your upgrade approach
4. Plan for Required Financials Setup Steps
5. Look for Opportunities to simplify your project
Oracle Consulting Services- Top 25 Tips for Adopting R12
6. Inventory your customizations and prioritize them for upgrade
7. Consider migrating your reports to Business Intelligence Publisher
8. Assemble a project team that combines technical and functional skills
9. Involve your business users at every project phase
10. Keep your project team in place through your first financial close
Oracle Consulting Services- Top 25 Tips for Adopting R12
11. Re-examine user roles and responsibilities and business processes
12. Consider using Oracle’s process documentation and end user training tools
13. Acquire R12 knowledge
14. Fully utilize available upgrade documentation
15. Use the maintenance wizard
16. Stay current with latest code
17. Stay current with latest information
Oracle Consulting Services- Top 25 Tips for Adopting R12
Pre and Post Upgrade Best Practices
18. Clear your interfaces and any processing exceptions
19. Review your pending concurrent requests
20. Run key reports before and after your upgrade
21. Review your custom concurrent program
22. Review concurrent programs to ensure proper multiple organizations access control settings
Oracle Consulting Services- Top 25 Tips for Adopting R12
Testing Best Practices
23. Develop a robust testing strategy
24. Test with upgraded as well as new data and at full data volunes
25. Do load and volume testing
Product Specific Considerations and Tips
• Please refer to • “Oracle Best Practices for Adopting Oracle E-Business Suite,
Release 12” • An Oracle White Paper – June 2008
• Oracle’s Expertise• 4,500 Oracle North American Consulting professionals exclusively focused on
Oracle Business Solutions• Proven best solution design, implementation, and upgrade practices for Oracle
applications• Combined product, support, and service knowledge base leads to better
solutions
• Breadth of Solutions for Your Needs• On-site, in-country, global delivery centers and blended upgrade solutions• Prime, subcontractor, staff augmentation, expert services• Unparalleled knowledge in applying best practices in upgrading Oracle solutions
• Aligned with Your Goals• Business outcomes focused delivery• One-stop shop for Oracle software, implementation and upgrade, and support
services
• Oracle Partner Ecosystem• Our services extend partners’ services, reduces their risk and enhances partner
implementation credibility and success
Oracle Consulting Upgrade Services Accelerate Business Transformation with Measurable Results
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Diamond Resorts – EBS Global Upgrade
COMPANY OVERVIEW
• Diamond Resorts International®, with global headquarters in Las Vegas, Nev., is one of the largest vacation ownership companies in the world with nearly 150 branded and affiliated resorts and nearly 23,000 guest beds in 17 countries with destinations throughout the continental United States and Hawaii, Canada, Mexico, the Caribbean, Europe and Asia. Industry Business: Vacation Ownership/Resort Management
CHALLENGES/OPPORTUNITIES
• Diamond Resorts an existing client on R11.5.10 operated on two instances that separated their U.S. and European financial systems. The customer needed to move to a single instance in order to promote global practices. DRI also is migrating from their HR/Payroll Service Bureau to Oracle HRMS.
ORACLE SOLUTIONS
• Diamond Resorts chose Oracle Consulting to support their re-implementation and upgrade to R12. Oracle’s R12 experience was a deciding factor in selecting Oracle Consulting.
RESULTS• Finance went into Production on Jan 5, 2009
On-time, on-scope, and on-cost project delivery
PROJECT HIGHLIGHTS
• Oracle Consulting and Diamond Resorts jointly led the project. The client created a standardized chart of accounts for their global operations in US, UK, Spain, France, and Portugal.
• The HR Global employee population will be available for Headcount Reports and similar Executive Reports.
Project Metrics Project Timeline:
Finance: Jun 2008 to Jan 2009HRMS: Oct 2008 to Apr 2009
• all customizations performed by the clientHRMS – 80% of customizations to be performed offshore
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Dreyer’s – R12 EBS UpgradeCOMPANY OVERVIEW • Dreyer's Grand Ice Cream Inc., a $2 billion company with
more than 6,000 employees is a wholly-owned subsidiary of Nestlé (rev. $121 billion). It is one of world’s largest manufacturers of ice cream and frozen yogurt, head quartered in Oakland, CA, USA.
• Industry: Food Processing, Consumer Packaged Goods
CHALLENGES/OPPORTUNITIES• With pan-US sales and distribution, varied applications
and varied technology, having a single Financials consolidation system for CFO office with advanced reporting capabilities was imperative.
• Supplying goods to wide range of customers, from “mom and pop” stores to supermarkets, consolidating Receivables into a up-to-date technology platform with tremendous integration and reporting capabilities helped Dreyers make their CFO office efficient and effective.
ORACLE SOLUTIONS• Dreyers chose Oracle Release 12 for a significant
integration advantage with custom Oracle 10g systems and superior reporting capabilities
• Dreyers was a “repeat customer”, who believed that OC brought the best resources to the table for an R12 upgrade/implementation.
RESULTS
• Streamlined business processes to improve data integrity and productivity
• World class Financials reporting capability
• Customer satisfaction
PROJECT HIGHLIGHTS
• Oracle Consulting is implementing best business practices to streamline Financials processes and provided solutions in handling complex data conversions with millions of open historical transactions and interfacing with many legacy systems.
Project Metrics • Project Timeline – 11 months• Global Delivery Model consisting
of onsite, offshore GSD resources
Approved for External Release
SensisOracle E-Business Suite Upgrade
COMPANY OVERVIEW• Founded in 1985, Sensis Corporation is a global provider
of air defense, air traffic control, airline and airport operations management and data integration and distribution
• Core purpose is to provide distinctively elegant, innovative technical solutions in the service of humanity
• Running business on Oracle E-Business Suite since 2003 and upgraded in 2005
• Industry: Aerospace & Defense
CHALLENGES/OPPORTUNITIES• ERP software and hardware maintenance • Prove business value beyond maintenance• Continue to move the investment in technology forward
Oracle E-Business Suite solutions• Oracle E-Business Suite (11.5.10)• Financials, Projects, Manufacturing, Procurement, and
Human Resource Management
RESULTS• Upgraded servers, operating system
and ERP• Staff training – technical and business
owners• Created repeatable regression test plan• Minimal production downtime• Released 7 new features to the
business • Positioned for strategic enhancements
March 2007
PROJECT HIGHLIGHTS• Finished upgrade in 70 days – on time
and under budget• Deployed 7 new features to the
business with the upgrade• Upgrade completed in 48 hours
Approved for External Release
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“I have been pleased with how the relationship with Oracle has evolved. They have not only stated their desire to build an even
deeper partnership with us, but have demonstrated their commitment by taking the time to know our company, our
operations, and bringing in senior level resources to help us optimize our Oracle investments. I see them as “trusted
advisors” in helping us evolve our EBS strategies and executing
against them.”
Tom Uva Chief Information Officer,
Sensis
March 2007Approved for External Release
