Embed Size (px)
Citation preview
Imagine. Implement. Improve.
Oracle E-Business Suite Upgrade vs. Re-Implementation A Third Way
14th February 2013
Agenda
• Claremont Overview
• Speaker Introductions
• R12 Drivers
• Traditional Options
• An alternate Option- “The 3rd Way”
• Q&A
Imagine. Implement. Improve.
Company Overview
David Golding
• Founded in Dec 2004
• Focussed Oracle Services Provider
• UK offices in Newcastle and Guildford
• Near Shore Development Centre in Croatia
• Oracle Gold Partner
Company Background
Capabilities – Core E-Business Suite
– Lease & Asset Management
– CRM
– Integration & BPM
– Data Migration & Development
– Business Intelligence & Performance Management
Managed Services – Functional
– Technical
– System Administration
– DBA
– Hosting
What Do We Do?
Products – Lease 100
– Collections 30
– Real Estate 100
– EAM 100
– Hermes
– DataLoad
Consultancy – Implementation
– Upgrade
– Health Checks
– Project Management
– Strategy
• David Golding – Claremont Consultancy Director
– 20 years consultancy management experience
– Oracle E-Business Suite since 1992
– Delivering business and IT change programmes.
– Advising executives on strategic direction
• Michael Lane – Claremont Managing Technical Consultant
– 18 years development experience in E-Business Suite
– Upgrade experience 9.4.2 -> 10.7 up to 11i -> R12
– Author of Claremont’s upgrade methodology: Kairos
Webinar Speakers
Imagine. Implement. Improve.
R12 Drivers
• Requirement to migrate to Release 12 by Q4 2014 – No further R11 Legislative updates, enhancements or fixes
– Fiscal support through April 5th 2014
• Investment Decision/Business Case – Hygiene requirement to maintain support
– Opportunity to re align business or extend footprint
• Upgrade vs Re-implementation
Background and Project Drivers
11.5.10 Premier Extended Sustaining
December 2014
The Business Challenge – Should We Start Again?
• Business Acquisition/Divesiture
• Business Alignment/Fit
• Accounting Calendar Change
• Regulatory change IFRS
We need to realign our ERP with our Business
• Shared Service Support
• Global Chart of Accounts
• Improved Analytics
• Automated/Standardised processes
We need to transform the way we work
• Data Alignment and Cleansing
• Data we no longer need
• Customisation Support
We are burdened by the old & unnecessary
We would like to maximise ERP investment
• New Modules
• New Functionality
• Legacy System Retirement
• Hybrid Applications – Route to Fusion Applications
• Your company has outgrown its current Chart of Accounts (COA)
• You want to go to a central data centre and consolidate
• • Your Oracle E-Business Suites
into a single instance.
• Your company has outgrown its current Chart of Accounts (COA)
• You want to go to a single global chart of accounts
• You want to merge ledgers or sets of books
• Your organization structure has changed, and you are continually reorganizing
• You want to move to a shared Service Model
• You are divesting businesses or business functions
• Your policies and costs and pricing are not consistent across the organization
• Your E-Business Suite database is overgrown with a large amount of obsolete data.
Challenging Conventional Wisdom
Oracle have traditionally said
“You need to re-implement”
EBS Data Transformation
Corporate Reorganization
Align EBS to Your Current
Business
Sharing Information
Data Quality and Standardization
Kairos – R12 Upgrade Methodology
Claremont has developed Kairos to enable business change through an Upgrade
Underpinned by IPR and products that enable business change yet :
– Reduces the cost of R12 migration projects
– Reduces the risks associated with delivering business change
– Automates repetitive tasks and testing
– Ensures smooth transition to BAU support
– Enhance (enable unused or new functionality)
– Extend EBS footprint
– Adopt/mix ‘On Premise' and Cloud deployments
– Align (New Chart of Accounts)
– Consolidate (Sets of Books/ OU’s)
– Simplify (remove customisations)
Explorer Insight Transform Configure Reconciler
What approach should we take?
How big, how long and what does it take?
How can we implement change without re-implementing?
How can we replicate configuration through the key project phases?
How do we ensure our upgraded data is complete, transactable and reconcilable?
Imagine. Implement. Improve.
How to get there?
• Quickest
• Cheapest
• Keep current set-up (COA, org structures etc.)
• Live with current data quality
Upgrade
• Longer duration & more effort
• More expensive – typically 20-30% more than an upgrade
• Extra effort comes from:
• Re-analysis of business requirements
• Data migration & cleansing
• CRPs
• Documenting and getting approval for all of the above
Re-implementation
Traditional Options
• There is no such thing as a ‘technical’ R12 upgrade
• All or nothing, can’t upgrade part of the application
Upgrade
• Very good option in some circumstances
• EBS configuration doesn’t match your business
• Data quality is so poor that the value of the application is reduced
• You require more than one upgrade to get to R12, i.e. you’re still on 11.5.8 (or earlier)
Re-implementation
Pros & Cons
“You would consider doing a reimplementation under circumstances such as:
You wish to change configurations that are not easily changed, such as your chart of accounts definition, costing method, or calendar.
Your enterprise has undergone significant changes in the number and structure of its business units and organizations since your original Oracle implementation.”
Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12, Oracle Corporation. February 2012
Oracle’s view
Hybrid Upgrade
Upgrade + Business Benefits
Re-Implementation
Large business case required
Upgrade
Cheaper but inflexible
Another option is available to you
• Options are available to achieve some of the business benefits of a re-implementation as part of an upgrade project
• Features of R12 help you to achieve this
• 3rd party software is also available
• Some examples…..
The 3rd Way – The Hybrid Upgrade
Re-organise your COA
Change financial period names and dates
Merge or divest legal entities, operating units, business groups
Update your configuration
Could be done at any time, but an upgrade is a very good time to review & reduce
You probably don’t use all the custom code in your system so throw it out!
R12 new features allow for simplification e.g. BI Publisher in multi-language installs or same data/multi-output reports
Some R12 new features may replace your customisations, check.
Simplify Customisations
This is not as hard as you think in an upgrade project.
Shared data is already in place
OM (AR & INV), CZ(INV), CSI(AR)
Adding neighbouring and aligned modules is less complex than a completely new process
Add the new module in R12 post-upgrade, you’ll only test it once
Extend your modules & features footprint
Imagine. Implement. Improve.
Conclusions
Oracle’s view:
“As you decide between an upgrade versus a reimplementation, realize that there is no right or wrong approach – only what best suits your business. In practice, we see more upgrades than re-implementations, with most customers finding that they can use the standard upgrade to get to 12.1, and then adjust their setups or create additional setups as needed – a complete re-install and reimplementation is not required.”
Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12, Oracle Corporation. February 2012
Middle Ground
• Adding some business improvement into your upgrade is an opportunity to get something back
11i De-support is coming in 2014
• Re-implementations are bigger, more expensive and involve a lot more business staff than an upgrade
• You are going to have to do the upgrade anyway
A hybrid business case is an easier sell
It’s an opportunity to engage the business
Benefits of the Hybrid Approach
Imagine. Implement. Improve.
Questions & Answers
Questions & Answers
