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JDE 9 Upgrade Assessment Guidelines
Oracle Consulting Services
Noviembre, 2011
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Agenda
• Upgrade Objection Handling
• Oracle Consulting Upgrade Assessment
• Upgrade Assessment Process Overview
• Expected Output of the Assessment
• What is Required of You?
• Appendix – Example of an Assessment
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• Have you considered or planned to upgrade your Oracle Application(s)?
• Have you defined your IT roadmap and understand your upgrade options?
• Do you need assistance developing a business case, so you can justify your
upgrade?
• What are the key benefits that you’re seeking / pain points that you’re seeking
to address by upgrading (i.e. support continuity, expanded features/functions,
reduced complexity, increased agility, improved usability, improved
performance/reliability)?
• What impact does your current backlog of projects have on your decision to
upgrade or timeframe to upgrade?
• What concerns do you have about upgrading? (e.g., system downtime,
migrating customizations, lack of resources, business justification, other risks,
etc.)
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Upgrade Objections Handling
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Upgrade Objections Handling: Roadmap
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Upgrade Objections Handling: Roadmap
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• The Upgrade Assessment Services will provide your company a well-defined
and proven approach to guide you in setting up a successful upgrade project
• The proven approach helps you to reduce costs and will safeguard your future
investments at lowest possible risks.
• Easy to get started with our free assessment
• Determine the best upgrade path for your organization
• Assess and plan for upgrade readiness to minimize risk
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Oracle Consulting Upgrade Assessment
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Schedule a Review by
contacting your Oracle
Consulting Rep
Upgrade Assessment Process OverviewSequence of activities for delivering your Upgrade Assessment
Identify contacts to
assist capturing info
about your environment
Complete
Questionnaire
and send back
Oracle to interpret data
and validate initial results
Oracle to complete
Assessment for Upgrade
Services
Utilize Assessment
Output to begin planning
your upgrade
Meeting/Call to review the
Questionaire
Oracle presents Migration
Assesment Report
Oracle to send
Questionaire and Scripts
for CEMLI
Download/Run scripts
and send back the results
CEMLI: Configuration/Customization, Extensión, Modification, Localization,and Integration.
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Output of This Assessment
• The primary output of this assessment is a presentation
consisting of the following elements to be discussed as part
of a formal meeting scheduled with designated members
from your organization:
– High level value drivers for upgrades.
– High Level Technical architecture considerations.
– High Level Functional description of the enhancements.
• New JDE 9 functions.
– CEMLI analysis.output.
– High level Migration Plan
– Summary of Next Steps for your consideration
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What is Required of You?
• Identify primary contact to assist us with gathering appropriate
information on your current environment, answering questions, etc.
• Execute the scripts to gather information about CEMLI´s.
• Complete the questionnaires, run/gather information requested in the
scripts and send back the questionnaire.
• Review most important CEMLI´s for better estimation.
• Confirm during the meeting initial results with Assessment team.
• Organize appropriate participants and attend the assessment readout
meeting.
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• High level value drivers for upgrade
• Architecture analysis output
• Prerrequisites
• New Functions Report
• CEMLI analysis output
• High level Migration Plan
• Summary of Next Steps for your consideration
Appendix 1: Basic Parameters summary
Appendix 2: Current customizations summary
Index
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High Level Value Drivers for upgrade
Key Drivers Priority
• Internet Explorer. Needed
• Manufacturing enhancements.
• Platform Outsourcing.
• Improve the investment with red stack
• X
• High
• Low
• X
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E9 Upgrade – Architecture Analisys Output
Current PlatformPlatform changes
required ( if any )
# Production Environments
DB version
# DB Instances
Remote access available
Hardware Platform vendor / Machine
OS and version
Hardware Platform vendor / Machine
DB size
Most importan files and size
Total disk capacity
Free disk space
Other advance architecture? MIMIX, RAC, Load balancer etc
Web component
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JD E 9.0 Upgrade – Prerrequisites
Architecture & Prerrequisites
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New Functions Rerport
(*) A more detailed analisys should be performed to determine the
adequacy of the functionality to business needs
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CEMLIS Analysis Output
CEMLIS ANALYSIS OUTPUT(*)
Current CEMLIS to replaceCurrent CEMLIS
to adapt
Area CEMLI Area CEMLI
(*) A more detailed analisys should be performed to determine the
replacement or adaptation needs
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Adaptación Desarrollos y configuración
instalación de Desarrollos y configuración
Entorno Producción
Clonación Entorno Producción y Upgrade
FASE I – Primera Prueba Migración
Estudio impacto Desarrollos y cambios E9
Pruebas Unitarias
FASE II– Segunda Prueba Migración
Migraciónn de datos
Pruebas Funcionales
FASE III – Migración a Producción
Migración de datos
Apoyo a la estabilización del Sistema
Gestión Seguimiento y control del proyecto
Entorno Aceptación
1 2 3 4 5Meses
Entorno Desarrollo
High Level migration Plan
Planificación y Arranque de proyecto
Arquitectura Técnica e Instalación E9
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Summary of next steps for your consideration
NEXT STEPS
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2
3
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Appendix 1: Oracle JD Edwards – Basic Parameters Summary
JD Edwards Modules Licensed/Installed
Financials:
HRMS:
Supply Chain Mgmt.:
Sales and Marketing:
Manufacturing:
Others
Other Oracle prod.
integrated
Vertical APPS
Third party software
integrated
Core Business
Applications
Archievement
system
JD Edwards characteristics
Current JDE Version
# Legal entities
# Country Localizations
# Languages
# set of characters
#Servers or users in
different time zone
# Employees
# Users
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Appendix 2: Oracle JD Edwards – Current
Customizations Summary
CEMLIS Summary
Complexity High Medium Low TOTAL
Reports Xx
Forms Xx
Data structure
XML Publisher
Reporting
Xx
Interfaces Xx
Workflows Xx
Tables / Views Xx
Business Functions Xx
Others Xx
TOTAL xx xx xx XX
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