If you can't read please download the document
Upload
doankhue
View
219
Download
2
Embed Size (px)
Citation preview
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
McKee Foods - Case Study
12.2.3 OPM Upgrade
1
Atlanta OAUG 8/28/2015
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Agenda
1. Introduction McKee Foods, Hitachi Consulting
2. Project Drivers, Objectives
3. Application Footprint
4. OPM, Finance
Statistics, Challenges, Best Practices and Key upgrade issues
5. DBA , Technical
Challenges, Best Practices and Key upgrade issues
6. Project - Cutover Strategy
7. Project Success Factors
8. Customer Appreciations
9. Q&A
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
McKee Foods McKee Foods Corporation (MFC) is a privately held snack food manufacturer headquartered in
Collegedale, TN founded in 1934. The corporation is the maker of the Little Debbie Snacks,
Sunbelt Bakery snacks & cereals, Drakes Cakes, Heartland and Fieldstone Bakery food
products.
McKee has grown from a three-person bakery to a group of companies that provides a livelihood for
more than 6,000 employees, and has annual sales in excess of $1 billion. Their products are available
across the U.S., in Canada, Mexico, and Puerto Rico, and on U.S. military bases around the world.
3
Plants 5
Distribution Centers 4
Total Employees 6000+
IT, ERP Support 15+
No of ERP/Legacy Systems 14
McKee - Oracle Journey
1994 GEMMS
2005 Oracle 11i OPM, Financials
2014 Oracle 12.2.3 Upgrade
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
McKee Foods Brands, Products
4
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Hitachi Consulting
Hitachis Global Management Consulting and IT Services Business
5
Pragmati
c
Innovativ
e
$740M FY13 Revenue
Committed to
deliverable and
measureable
results
6,500 experienced and dedicated
professionals
Focused
Clear
$12B delivered in overall
business
improvements
End-to-end
Solutions: strategy, consulting, technology and outsourcing
We speak
25 languages and work in over
50 countries
More than
25 years of consulting
experience
Bold
Bold
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
R12 Upgrade Experience
6
Overall R12 Experience
157 Oracle R12 projects
Cross-functional teams with technical and industry expertise
15 year co-development partner relationship with Oracle
R12 Upgrade Advantage
88 projects with 100% delivery track record
Over 500 consultants across regions expertise in
upgrade
Predictable delivery with proven tools, accelerators and
methodology
We are Oracle preferred partners for OPM upgrade
Upgrade Implementation
86
56
2
17
R12 Experience Live
In Process
2
6
13
6
2
4
16
11
1
7
16
3
1
0 5 10 15 20
Banking
Communication Media & Entertainment
Consumer Products
Engineering & Construction
Financial Services
High-Tech Industry
Industrial Products
Manufacturing
Medical Devices
Oil & Gas
Others
Public Sector
Retail
R12 Upgrade Projects by Industry
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Hitachi R12 Upgrades
7
http://www.google.co.in/imgres?imgurl=http://localizedusa.com/logos/ppg-logo.gif&imgrefurl=http://localizedusa.com/2012/05/14/ppg-upgraded-by-zacks-ppg/&usg=__y8elBHf5AR099w9PdEiTtihKJM0=&h=504&w=651&sz=6&hl=en&start=1&zoom=1&tbnid=VuDUWIYi3Q_YlM:&tbnh=107&tbnw=138&ei=aBzgT9P_EYfprQe7yOWFDQ&prev=/search?q=PPG+Europe+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1http://www.google.co.in/imgres?imgurl=http://store.illinoiscoffeeservice.com/images/welchs-logo.jpg&imgrefurl=http://store.illinoiscoffeeservice.com/index.php?main_page=index&cPath=12&usg=__ZZZEsV276tByuDiJ4kRiIbrO7x8=&h=110&w=110&sz=6&hl=en&start=3&zoom=1&tbnid=1_XtTA4PoqWXEM:&tbnh=85&tbnw=85&ei=lhngT_L-MI_JrAeF8pmHDQ&prev=/search?q=Welches+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1http://en.wikipedia.org/wiki/File:ESPN_wordmark.svghttp://www.google.co.in/imgres?imgurl=http://farmershowcase.com/wp-content/uploads/2011/08/trimble.jpg&imgrefurl=http://farmershowcase.com/trimble-expands-harvest-solution-to-include-yield-monitoring-and-row-guidance&usg=__ELSd4mOdDGTK_LxUfGZLqnKqhVI=&h=522&w=1887&sz=249&hl=en&start=1&zoom=1&tbnid=hZpXWzWm1awzyM:&tbnh=41&tbnw=150&ei=9EM6T4jCBMnRrQfyjeHjCA&prev=/search?q=Trimble&um=1&hl=en&sa=N&gbv=2&tbm=isch&um=1&itbs=1http://www.google.co.in/imgres?imgurl=http://kmuw-streamer.wichita.edu/news/wps.jpg&imgrefurl=http://www.kmuw.org/index.php/news/wichita_public_school_board_adopts_budget/&usg=__lf_BojIPdrC3HmBgTzKu5c7K7-4=&h=598&w=588&sz=42&hl=en&start=2&zoom=1&tbnid=dlbVEsCsDzlt0M:&tbnh=135&tbnw=133&ei=zBjgT6-GAYrXrQfTnoiRDQ&prev=/search?q=wichita+public+schools+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
McKee R12 Project
Drivers, Footprint, Highlights
8
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
McKee R12 Upgrade Drivers End of Oracle extended support for 11.5.10
Business continuity to ensure core legacy systems/ processes are untouched
To be on latest Oracle version to build foundation to support best processes
Project Objectives
Maintain focus on quality, timeline and budget
Minimize the downtime window keep less business interruptions
As-Is upgrade Sustain the 11i functionality
Focus on business needs Vs system needs Dont force fit solutions
Use proper blend of resources (Hitachi and McKee) during the project execution
Start with the End in Mind Build knowledge during the execution to prepare for eventual support
No room for getting back to 11i if R12 fails
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
OPM Upgrade Why is it different ?
Before upgrade
(11.5.10)
After upgrade (R12)
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Project Highlights o First ever OPM R12.2.3 Upgrade Project
o Project was done in 3 phases
Phase I Assessment (6 Weeks)
All Oracle modules upgrade (OR) Upgrade Financials with 11i OPM/SCM
Phase II Trial Upgrade (6 Weeks)
Phase III Upgrade Project (11 Months)
o Direct access to the Oracle OPM Development Team and Support
Hitachi was part of original GEMMS product and co-development to Oracle OPM product
Expert knowledge of upgrade drivers and procedures
o Accommodated 3 more trial builds within project timelines
To ensure the seamless integration of legacy system through various test cases
Fine-tune the migration path for Logical Apps rules
o Well Orchestrated Cutover Activities
Practiced the activities/sequences Resulted in gaining 10 hours in Cutover window 11
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Oracle Process
Manufacturing
Inventory
Financials
Process
Execution
PD
MPS/MRP
Quality Mgmt
Oracle Financials
General Ledger
Fixed Assets
Payables
Project Costing
Time and Labor
iExpense
HR, GRC,
Reporting
Oracle Purchasing
Scheduling
Workbench
(P2D)
Visa
Retail AR
(RAR)
Backhaul System
(PRPD)
Work Day
(HR)
Distributor AR
(DAR)
IHolds
System
Maximo (Asset
Mgmt) EDI
Warehouse Mgmt
WMS
McKee Order
Mgmt Sys
Product Data
System (PDS)
Mixing Control
System (MCS)
Label Printing
(LPS)
Application Footprint
12
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
OPM
Finance
13
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
OPM, Finance - Upgrade Statistics Inventory Convergence
48 Warehouses (11i) 19 Organizations (R12)
24 iterations to get accurate inventory convergence structure and map transactions
Oracle Scope Vs Business Functions
Complex mapping of legacy systems to Oracle on Organization structure
Few Core OPM functions are handled outside of Oracle
(FG Batch creation*, WIP Completion*, PO Receipts, etc.)
Legacy WMS was single source of truth of Inventory onhand and not Oracle
Oracle was not used in Customer order and Invoicing
Total Oracle Service Requests (SR) 228 Total Custom Objects 9000+
Total Upgrade Issues 450
14
* Plant specific variations
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Key Challenges (OPM, Finance) 1. Unsupported R12 structure to handle Batch Variances at item level
Issue 11i OPM Product will generate Item level Usage /Substitution Variances during the Production Batch
Close Event. This functionality is lost in R12 - these variances are generated at Batch level
Solution a) Reorganize MAC rules on batch close variance in SLA
b) Analyze history and dollar impact to make accounting decisions
2. Period close performance issues
Issue The first run of OPM preprocessor itself took 30+ hours for all sources
Solution a) The OPM preprocessor is made to run 3 times during the period
b) Periodic review of corrections to keep the load less during period end
Achieved the level of One day period close in R12 (Same as 11i) but highly resource intensive
3. Other critical challenges
o Prolonged Trial upgrade Oracle driver and migration procedure issues
o Item attributes management in 11i and R12 (Non Inventory item Inventory Item, etc.)
o Upgrade challenges associated to data issues introduced in GEMMS to 11i
o Mid-Period migration a Not-so-encouraged Oracle upgrade path
15
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Best Practices (OPM, Finance) Very strong Super users and Track leads (Expertise in both process and technology)
Highly prepared Project initiation and final cutover
Change management and end-user trainings were independently managed by Local Admins
Generic Hitachi playbook used as baseline in various milestones
Hitachi proprietary Tools and scripts to monitor upgrade health check
o Tools AppGrade, HiCATS and HiFIVE
o Health Monitoring Scripts Used during Pre upgrade & Post upgrade
Custom Mass move programs to reduce cutover window
Fool proof accounting entries test in UAT
o Identical batches created in 11i and R12 and validated for every accounts pennywise
11i like transactions in R12 to ease change management
o R12 equivalent Create/Adjust Immediate
o Exhaustive Responsibilities and Organization restrictions
Constant drive to find options to improve period close performance
16
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Key upgrade issues (OPM, Finance) Following are the key issues encountered in different milestones, but addressed in Go-Live.
Item Master performance 23 minutes to query an item, reduced to seconds
Batch recreation process did not work
Cost revaluation scripts failed in Mid-period upgrade
Migrated closed batches were missing item numbers
Inventory accounting periods migrated incorrectly
Batch Edit Text attachments functionality performance issue 30 minutes, reduced to few seconds
Onhand quantity did not get migrated accurately
R12 introduced value set security related upgrade failures
Data corruption in One organization and related entities
17
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
DBA
Technical
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Challenges (DBA, Technical) o Online patching issues with custom Tops naming convention
o FS_CLONE issues
o OPM Upgrade driver had mix-up of post upgrade procedures
o Management of custom indexes and Partitions before, during and after upgrade
o Open invoices migration issues due to table partitions
o Custom solutions to address migration issues
o How to handle 11i shared inventory install during upgrade
o DBA options to address huge performance issues with period close
o Poor performance on GMFG6P03.sql
19
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Best Practices (DBA, Technical) o Prepared exhaustive process steps to rename custom tops to comply Oracle prerequisites
o Separate DBA playbook was maintained with detailed steps including legacy system architecture
cutover
o Freeze on new technical development, enhancements in 11i
o Exception handling - Manual method to add context files in FS1 and FS2
o Shared execution of DBA activities between McKee and Hitachi teams
o Parallel project was initiated to enhance hardware storage and speed
o Planned clones and backup restores were efficiently handled to re-do upgrade at various milestones
Snap Backup
o Plan to de-register the unused custom schemas to reduce migration nervousness
20
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Key upgrade issues (Technical) GRC Rules (Logical Apps):
Logical Apps was not certified with 12.2.3 version as per Oracle disclaimer
GRC Rules import did not work correctly even after 5 trial upgrade attempts
Closely worked with Oracle and identified editioning issue with standard tables
All unplanned last minute instance upgrade requests were supported by DBA with quick
turnaround time
Performance Issue:
OPM Pre Processor performance issue Approx. 15 hours
The performance issue still hurt the period close process in spite of all baby step improvements
21
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Project Cutover 1. Mid-period cutover
The Need:
To reduce the risk of cutover downtime and handling upgrade issues
To plan for cutover one week after the previous close in 11i
It allows maximum time to prepare for first period close in R12
How was it achieved
Tailor made cutover steps to monitor previous period close in 11i and Preupgrade steps
A custom process was devised to address one specific failures and was proven in multiple test cycles
2. Exhaustive playbook activities
The playbook was drafted to include all the steps including management of legacy applications
Both the project managers (McKee and Hitachi) acted as hand-off agents
Every action owner and the backup person was kept on stand-by to handle any unplanned issues
24X7 open bridge for the entire cutover window with regular standup meeting
3. Reduction of cutover window
Programmatic post inventory moves
Caught up transactions during blackout window (in 3rd party systems)
Overstock products, Slow down production lines, cut work shifts
22
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Project Success Factors A. One Team : A True partnering model
Project bottlenecks and critical paths efficiently identified shared
McKee and Hitachi Technical teams worked shoulder to shoulder in code remediation and fixing issues
McKee DBA Manager provided Instances and efficient infrastructure when requested
B. Highly acclaimed Super users
Handpicked MFC project team with both Domain and Oracle experience
The plant Super users (a.k.a Local Admins) actively participated in Design and driven Training/Change
management.
C. Highly Informed decisions
Fact based decisions (both at Track level and Project level) based on clearly laid out options and
pros/cons
Critical decisions had extremely quick turn-around time
D. Positive working atmosphere - Family culture
No pointing fingers
23
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Customer appreciation
From McKee News Letter:
Hitachi helped us greatly by assessing the costs and risks of the upgrade and helping us to
understand what to expect during the go-live phase. said Phil. Preparation was key.
Because our user-groups did a lot of pre-testing for us, we eliminated many issues before
they became problems.
Not only did the R12 Team pull off a major feat, they did so during a crucial time on several
fronts: during an ice storm in Tennessee and Virginia; during a week of record sales for
McKee Foods, and with most production lines running during the software blackout
24
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Oracle Support Notes (initiated by the project) Oracle R12 OPM Playbook Version 48
Very Poor Performance When Saving Edit Text on Batches (Doc ID 1931403.1)
Patch 18688087 Poor performance GMFG6P03.SQL tasks during R12 upgrade driver
Custom solution - OPM SLA tables data purge and archive options in R12
Oracle Patches
o Item Master performance issue
o Inventory period migration issue
o Create accounting performance issue
o Lot quantity not driven negative
25
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Q&A
26
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential. 27
Presenters
Core Team
Debkrishna Acharya (Delivery Manager)
Vikranth Nayini (Hitachi PM)
Sudhakar Allamsetti
Palanivel Shanmugavelu
Praveen Kumar
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Appendix
28
29
hindsite APPGrade
R12 Upgrade technical
assessment tool which provides
a complete list of custom objects,
the impact of each object being
migrated to R12, list of modules
installed, volumes of master
data, and many other technical
information used to more
accurately estimate the migration
effort to Oracle EBS R12.
APPGrade Impact Analyzer
identifies changed table
structures and identifies
impacted custom code as high,
medium, or low complexity and
priority between source and
target releases of the installation.
Our hindsite tool was developed
to give clients a roadmap
specifically designed for Oracle
R12 Migrations.
Web Based decision assessment
tool with over 2,500 questions.
High level technical and detailed
functional Assessment of your
current Oracle environment.
Detailed questionnaire asking
about the functionality to be used
in R12.
Helps clients define their scope
and understand their complexities
/ risk.
Hitachi Consulting can deliver a rapid, high quality Oracle EBS R12 Migration implementation by leveraging our proprietary
R12 Migration Tools and proprietary HFusion Methodology to provide the business processes and framework needed for
efficient solution delivery.
Hi-Shrink
Frees up precious DB capacity.
Improved user response times.
Designed to move all File type
attachments across various
Applications in Oracle e Business
Suite to any file system.
Post shrink, attachments are
converted to URL based links
allowing seamless access to
authorized users from within the
Application.
Intelligent simulations, Predictive
analysis of Applications
recommended for shrink with
drilldown.
Hi-Five
Hi-Five provides 360* view into
Enterprise Applications
environment with qualitative
information which helps to
assess the Complexity of
business processes.
An analysis which would be
handy to evaluate options of
Re- Implementation, Upgrade,
Roll Out, Annual Sustenance
engagements.
Differentiators for R12 Assessments
30
R12 Upgrade Methodology 3-R CEMLI ANALYSIS CEMLI
Re-Certification Approach
Downtime Optimization
Modeling
An all-encompassing framework
involving multiple tracks.
The Define & Design Phase
involves the assessment of current
state and planning for the upgrade
The Develop Phase involves
performing two to three trial
upgrades along with CEMLI
remediation. This is followed by
extensive testing in User
Acceptance Testing
The Deploy and Transition Phase
involves transition to the upgraded
R12 instance and Post Production
Support
Identify the customizations
that McKee Foods can retire
or eliminate in view of the
new and enhanced R12
Oracle Applications
functionality.
Retire / Retain / Replace
Approach is a unique
accelerator in expediting the
overall re-certification
process of the
customizations impacted by
this R12 migration initiative
Proven Framework in arriving
at the CEMLI Groups,
prioritizing and scheduling the
right set of the customizations
that can be progressively
tested in different conference
room pilot (CRP) iterations .
Assessing the impact of
architectural / process changes
in Release 12 on the specific
object.
Modifying the CEMLI object to
make it work in an R12 version
and documenting.
Hitachi Consulting has in-depth
understanding of factors that
influence downtime and steps /
best practices that need to be
considered to mitigate the
downtime during upgrades.
Cutover Options
Sequential Model (Platform
Migration and Upgrade)
Staggered Model (Platform
Migration and Production
Upgrade)
Hybrid Model
Hitachi Consulting can deliver a rapid, high quality Oracle EBS R12 Migration implementation by leveraging our proprietary
R12 Migration Tools and proprietary HFusion Methodology to provide the business processes and framework needed for
efficient solution delivery.
Differentiators for R12 Projects
2015 Hitachi Consulting Corporation. All rights reserved. Proprietary and confidential.
Deep industry insight Management Consulting | Technology Solutions | Outsourcing Services
31
Industrials, Metals &
Mining
http://www.google.co.in/imgres?imgurl=http://localizedusa.com/logos/ppg-logo.gif&imgrefurl=http://localizedusa.com/2012/05/14/ppg-upgraded-by-zacks-ppg/&usg=__y8elBHf5AR099w9PdEiTtihKJM0=&h=504&w=651&sz=6&hl=en&start=1&zoom=1&tbnid=VuDUWIYi3Q_YlM:&tbnh=107&tbnw=138&ei=aBzgT9P_EYfprQe7yOWFDQ&prev=/search?q=PPG+Europe+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1http://www.google.co.in/imgres?imgurl=http://store.illinoiscoffeeservice.com/images/welchs-logo.jpg&imgrefurl=http://store.illinoiscoffeeservice.com/index.php?main_page=index&cPath=12&usg=__ZZZEsV276tByuDiJ4kRiIbrO7x8=&h=110&w=110&sz=6&hl=en&start=3&zoom=1&tbnid=1_XtTA4PoqWXEM:&tbnh=85&tbnw=85&ei=lhngT_L-MI_JrAeF8pmHDQ&prev=/search?q=Welches+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1http://en.wikipedia.org/wiki/File:ESPN_wordmark.svghttp://www.google.co.in/imgres?imgurl=http://farmershowcase.com/wp-content/uploads/2011/08/trimble.jpg&imgrefurl=http://farmershowcase.com/trimble-expands-harvest-solution-to-include-yield-monitoring-and-row-guidance&usg=__ELSd4mOdDGTK_LxUfGZLqnKqhVI=&h=522&w=1887&sz=249&hl=en&start=1&zoom=1&tbnid=hZpXWzWm1awzyM:&tbnh=41&tbnw=150&ei=9EM6T4jCBMnRrQfyjeHjCA&prev=/search?q=Trimble&um=1&hl=en&sa=N&gbv=2&tbm=isch&um=1&itbs=1http://www.google.co.in/imgres?imgurl=http://kmuw-streamer.wichita.edu/news/wps.jpg&imgrefurl=http://www.kmuw.org/index.php/news/wichita_public_school_board_adopts_budget/&usg=__lf_BojIPdrC3HmBgTzKu5c7K7-4=&h=598&w=588&sz=42&hl=en&start=2&zoom=1&tbnid=dlbVEsCsDzlt0M:&tbnh=135&tbnw=133&ei=zBjgT6-GAYrXrQfTnoiRDQ&prev=/search?q=wichita+public+schools+logo&um=1&hl=en&gbv=2&tbm=isch&um=1&itbs=1