iSeries Skip Upgrade External Sales Presentation September,2005 Slide 2 Lawson Commitment Lawson is actively pursuing new iSeries clients and is planning to grow the Lawson iSeries client base Lawsons latest applications are now available to iSeries clients Lawson is providing a very attractive option in the form of a 7.2x to 8.1 skip upgrade solution to move to the latest Lawson applications Slide 3 Version 8.x Application Releases iSeries releases (version 8.03 and version 8.10) contain the same application code as that offered to Unix/Windows clients These are iSeries centric releases. 8.x applications are created in RPG IV/ILE language Version 8.03 applications on the iSeries have been generally available since October 2003. Version 8.1 applications were generally available on May 12, 2005 Slide 4 Significant Value in Upgrading to the Version 8.1 Lawson Applications Technology Portal Design Studio Process Flow Performance/scalability Business Applications New products Many new features Performance and scalability Reporting & Analytics Lawson Reporting Suite Smart Notifications Web delivered standard reports Slide 5 Decommission Decisions Decommission v7.2.x.x for the iSeries platform deadline May 31, 2007 Decommission upgrade path to 8.03 within FY06 Slide 6 Key Messages With Lawsons newest applications, iSeries clients can take advantage of the latest enterprise software technology to automate their business processes, meet regulatory compliance, reduce costs, improve operational efficiency and effectiveness, and increase their competitive advantage. Providing Lawson 8.1 applications shows Lawson is listening to its clients and delivering the right products at the right time, while presenting them with the choices, flexibility and control they need in determining how to manage their IT investment and systems. Slide 7 Upgrade Goals and Objectives Terminology Upgrade Is moving data from one release level to another where there are major database changes. Cyclical Fixes, enhancements with no or minor database changes. Migration Change hardware platform. Conversion From non-Lawson to Lawson formats. Slide 8 Upgrade Goals and Objectives UPGRADE 8.0.3 Environment 220.127.116.11 To 8.1.0 plus latest MSP Applications Slide 9 KEY TO SUCCESS Two Important Facets Technology Strategy Applications Strategy Slide 10 Upgrade Methodology Four Phases Planning Design Construction Activation Slide 11 Upgrade Initiation Determine objectives Assess experience Determine resource commitments Analyze hardware status Set expectations Slide 12 Upgrade Registration Complete Skip Upgrade Addendum and send to Client Manager CM registers with GSC Upgrade Center 18.104.22.168 to 8.1 Skip Upgrade Software delivered Receive Upgrade Information Packet (UIP) Slide 13 Business Needs Analysis Set initial goals & objectives Document current process flows Gather copies of current forms, screens & reports Determine interface & modification needs Define/document upper managements expectations Slide 14 Strategy Meeting Objectives and Deliverables: Understanding of the Upgrade Methodology Defined project objectives & scope Chart a safe course from the current state to the desired state Agree on Lawsons and Clients responsibilities & commitments Define project team structure/commitments Identify all modifications which will require attention during your upgrade. Identify all interfaces which will require attention during the upgrade. Slide 15 Strategy Meeting (contd) Define project milestones and establish critical dates Identify project constraints Assemble the team and define project expectations. Determine if there will be any prerequisite upgrades required, and if so, include them in the Technology Upgrade Plan. Provide input to be used in creating the Upgrade Project Plan. Upgrade Differences Training Schedule Initial Project Plan for Upgrade Slide 16 Project Team Training Technical Knowledge transfer by Technical Consultant Running Upgrade Programs Pre and Post Upgrade Processes Application Training (differences or full application) New Functionality Gain knowledge to make setup and procedural decisions Upgrade Setup Requirements Slide 17 Application Exploration (AE) Obtain better understanding of how software works Begin making setup decisions Slide 18 Business Procedure Review (BPR) Upgrade Server Technology (environment as required) and test Compare existing and standard reports Review current business flows, map changes Determine setup parameters for all modules Obtain approval on setup decisions Slide 19 BPR (contd) Document setup parameters Document and prioritize interfaces Document and prioritize modifications Develop test scenarios and test data Document new business issues Begin prep of User & Procedure Manuals Slide 20 Mini Conference Room Pilot (CRP) Prove/disprove procedures meet business needs Identify any procedures to rework Confirm need for modifications Confirm interface requirements Revise Issue List Slide 21 System Test(s) Run upgrade Track timing of upgrade process Execute test scripts Review Reports from Source data to Target data Identify any problems & plans to correct Stress test to simulate live conditions Slide 22 Business Strategy Session Evaluate test upgrade Revise procedures or setup based on test results Develop/revise system test plans Write/revise User & Procedure Manuals Develop end user training strategy/materials Slide 23 System Tests Circle back to System Test and Business Strategy Session Recommend 2-3 test passes Slide 24 Readiness Assessment Decision regarding go live date Develop upgrade activation plan (with timings) Develop contingency plans Slide 25 End User Training Train end users on new functionality and procedures Roll out as necessary Revise procedures, if necessary Slide 26 Upgrade Activation/Go Live Run upgrade in Production Verify data accurately converted Applications are operational Resume normal day to day operations Slide 27 Post Implementation Review Review and recommend for future changes Plan for any Phase 2 projects Provide feedback on implementation process Slide 28 iSeries Upgrade Strategy Upgrade Project Team Slide 29 UPGRADE PROJECT TEAM Project Manager Oversees all upgrade activities Documents and resolves issues, sets priorities Application Owners (MM, GL, AP, HR, PR) Application strategic needs, setups, testing and end user training Make tactical decisions Slide 30 UPGRADE PROJECT TEAM Application Work Team Members Document system setups Test system setup and parameters, processes, reports and security Lawson Application Consultants Product specialists, setup and procedures IS Work Team Members Support system and applications Upgrade data files, security, run upgrade programs, interfaces, modifications and custom reports Slide 31 UPGRADE PROJECT TEAM Lawson Client Manager Activates upgrade registration and licenses Orders software, upgrade programs Lawson Practice Manager Initial Upgrade Strategy Planning Consulting Services Proposal and Agreement Slide 32 UPGRADE PROJECT TEAM Lawson Project Manager Schedules Lawson activities, detailed project planning, manages issues, coordinates consulting resources (application and technical consultants) Lawson Technical Manager Sets technical strategy, provides detailed technical project planning, manages technical issues, and coordinates technical consultants Lawson Technical Consultant(s) Technology specialists, upgrade programs, and security Slide 33 Upgrade Next Steps Complete an Upgrade Client Profile Schedule a Planning Session with Lawson Services Complete detailed planning session and develop project plan and timeline Define Project Team Develop Team Training Plan Slide 34 LAWSON SOFTWARE UPGRADE METHODOLOGYSTART Business Needs Analysis Project Strategy Meeting Have Initial Meeting With Project Team Initial Upgrade Planning Determine First Draft Time Line Project Team Training Project Leaders Trained on New Version of Applications Application Exploration Project Leaders Play In Test Environment Install New Applications Business Procedures Review Project Leaders Decide How To Use/Setup New Features, Functions, & Reports Detailed Upgrade Planning Order/Install Upgrade Software Plan Exactly For The Test Upgrade Run Upgrade Tools/Software Test Upgrade Business Strategy Session Determine How Test Upgrade Went Project Leaders Test the System Mini-Parallel System Test Final Training Of Everyone End User Training Project Meeting to Verify Everyone Is Ready Readiness Assessment Live Upgrade Production Upgrade Verify Reports and that Everything Is OK Post Upgrade Review Decide on Project Team Recycle as often as necessary (2-3 test runs typically) Option: Quick Test Upgrade Mini CRP 1 st Upgrade Test Pass Verify data & that procedures meet bus. rqmts.