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Successful Oracle R12 Upgrade:
The Secrets to a Rapid, Cost-Effective Upgrade
SROAUGMarch 17, 2010
Manoj Machiwal
Consulting Manager
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Agenda
1. Why Upgrade2. Challenges
3. Upgrade Planning Methodologies
4. Planning: Important Considerations
5. Customer Case Study
6. R12 Upgrade Checklist
7. About USJade8. Q&A
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Why Upgrade?
Pull:
Features; Products, Retire Customizations
Push: Older versions of applications not
supported by Oracle
ROI
New capabilities of R12
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Challenges
Upgrade Planning Testing
Clear business drivers End user training
Objective Functional Testing
Narrow Window of Time User Training
Minimizing downtime is End-user trainingcrucial for an upgrade & Implementation & trainingcan make or break of new featuressuccess
Avoiding UnexpectedProblems
Point of no return scenario
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IT & Business Challenges
The Business & Technical Request QueueGrows Every Day
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A Balance Must Be Achieved
Business IT imperativeimperative for datafor better integrity,
decisions, standards,lower costs lower costsand quicker and quicker results results
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Project Timeline:Traditional vs. Accelerated
Traditional
PlanningExecution
ValidationAccelerated
0 5 10 15Enablers
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EnablersEnablersFor a Rapid and Successful Upgrade
1. Plan
2. Create safety-net for narrow upgradewindow
3. ?
Results:
Reduced downtime: business and user Reduced business interruption ROIrealized much faster
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Upgrade Planning Methodology
How
Feasibility study 2 weeks 5 Possible Scenarios
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Upgrade Planning Methodology
Speed Investment ValueP 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-
FunctionalUpgrade 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 % 27 % 34% 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
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Planning: Important Considerations
Upgrade Path CustomizationRetirement Testing Cycle
(Technical /Functional) Upgrade Tuning Plan Team Requirements &
Cut Over PlanningCapabilities Ongoing Application User Training Considerations (post Tools production)
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Resulting Roadmap
High Level Time-Lines
Milestones
Resource Planning Business Users, Technical Staff
Risk Mitigation Plan
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Customer Case Study
R12 Upgrade:Technology & Applications
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R12 Upgrade Case Study
Industry: Industrial ManufacturingRevenue: $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: OracleSun Solaris 5.8 Enterprise Linux 4
RBBMS 8.1.7.3 RBBMS 10.2.0.4
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Customers 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 ofBusiness
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Customers 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
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Customers 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
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Our Customers Project:Phased Functional Upgrade Path
Splitting the Upgrade:
Manage downtime by splitting the database upgradefrom application upgrade.
Separating these two upgrades, downtime is brokendown into two smaller segments.
This path also enables identification of issues withdatabase upgrade separately from applications
upgrade.
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Phased Functional Upgrade
Phase 1
Technology Upgrade Key Business Process
Limited Customization Retirement
Phase 2
Business Process Reengineering New Business Processes
Complete Customization Retirement
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Benefits AchievedStreamlined, Up-to-Date, Well Documented
Infrastructure & Software1. Risk Mitigation
Data Integrity
Oracle supportability risks
Minimized risk of down-time
Extended security with increased single sign-on & identitymanagement capabilities
2. Significantly More Functionality
Identified Deltas for new/enhanced functionality
Reduced requirements for customizations, and
Integrated customizations & business processes outside of EBS
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Benefits Achieved (cont.)
3. Data Integrity, Centralization of Data
Speed and accuracy of business processes
Improved Reporting & Analysis
Timely decisions by seeing integrated system informationin real-time
(planning, forecasting, scorecards, consolidations, analysis & modeling). Improved planning
4. User-friendly web consoles
Better system performance
Increased personalization & automation of key tasks
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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)
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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 SAS70 Certified
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Delivery Model
We Deliver Faster, Better, and more Economically
On-Site Offshore
Planning PrototypingBoston, MA China
Assessment Tel Aviv, Israel Proof of Concept Strategy Development
San Jose, CAArchitecture Pune, India Testing
Requirements Conversion
Design Maintenance/Enhancement
Pilots
Support Training
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Some of Our Customers
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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) 899-7217San Jose, CA [email protected] (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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