Oracle R12 Upgrade

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Successful Oracle R12 Upgrade:

The Secrets to a Rapid, Cost-Effective Upgrade SROAUG March 17, 2010
Manoj Machiwal Consulting Manager
Agenda
1. Why Upgrade 2. Challenges 3. Upgrade Planning Methodologies 4. Planning: Important Considerations 5. Customer Case Study 6. R12 Upgrade Checklist 7. About USJade 8. Q&A
2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com
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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
Clear business drivers Objective
Testing
End user training Functional Testing
Narrow Window of Time

Minimizing downtime is crucial for an upgrade & can make or break success
User Training
End-user training Implementation & training of new features
Avoiding Unexpected Problems

Point of no return scenario
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IT & Business Challenges
The Business & Technical Request Queue Grows Every Day
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A Balance Must Be Achieved
Business imperative for better decisions, lower costs and quicker results
IT imperative for data integrity, standards, lower costs and quicker results
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Project Timeline:
Traditional vs. Accelerated
Traditional Planning Execution Validation Accelerated
Enablers
10
15
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Enablers
For a Rapid and Successful Upgrade
Enablers
1. 2. 3.
Plan Create safety-net for narrow upgrade window ?
Results:
Reduced downtime: business and user Reduced business interruption ROI realized 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
#1 Technology Upgrade High Speed Low Investment Low Value
10 %
Investment
Value
#4 ReImplementation Low Speed High Investment High Value
40 %
Percentage of Work Effort Vs. Initial Implementation #2 Full Functional Upgrade Low Speed High Investment High Value
27 %
#3 Phased Functional Upgrade Medium Speed Medium Investment Medium Value

34%
OR, Option #5
STRETCHING YOUR 11 . 5 .X INVESTMENT
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Planning: Important Considerations

Upgrade Path Testing Cycle
(Technical /Functional)
Team Requirements & Capabilities User Training Tools
Customization Retirement Upgrade Tuning Plan Cut Over Planning Ongoing Application Considerations (post 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 Manufacturing Revenue: $500M Technology & Application Footprint:
Pre-Upgrade
Oracle c.11i - 11.5.3 Oracle Financials (AP, AR, GL, WIP)., OSFM, Inventory, WIP Platform: Sun Solaris 5.8 RBBMS 8.1.7.3
Post-Upgrade
Oracle v. R12.0.1 Oracle Financials (AP, AR, GL, WIP)., OSFM, Inventory, WIP Platform: Oracle Enterprise Linux 4 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 of Business
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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 upgrade from application upgrade. Separating these two upgrades, downtime is broken down into two smaller segments. This path also enables identification of issues with database 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 Achieved
Streamlined, Up-to-Date, Well Documented Infrastructure & Software
1. Risk Mitigation
Data Integrity Oracle supportability risks Minimized risk of down-time Extended security with increased single sign-on & identity management 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 information in 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 SAS 70 Certified
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Delivery Model
We Deliver Faster, Better, and more Economically
On-Site
Planning Assessment Strategy Architecture Requirements Design Pilots Training
San Jose, CA Boston, MA Tel Aviv, Israel China
Offshore
Prototyping Proof of Concept Development
Pune, India
Testing Conversion Maintenance/ Enhancement Support
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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 1731 Technology Drive, Suite 350 San Jose, CA 95110 877-JADE-4IT (523-3448) http://www.usjadecorp.com East Coast Office 1900 West Park Drive, Suite# 280 Westborough, MA 01581 (508) 983-1457
Manoj Machiwal
Consulting Manager (408) 899-7217 manojm@usjadecorp.com
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Oracle R12 Upgrade

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<Insert Picture Here>

Successful Oracle R12 Upgrade:

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Why Upgrade? Pull:

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Narrow Window of Time

Avoiding Unexpected Problems

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

IT & Business Challenges

The Business & Technical Request Queue Grows Every Day

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

A Balance Must Be Achieved

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Traditional Planning Execution Validation Accelerated

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Plan Create safety-net for narrow upgrade window ?

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Upgrade Planning Methodology

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Upgrade Planning Methodology

#3 Phased Functional Upgrade Medium Speed Medium Investment Medium Value

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Planning: Important Considerations

Team Requirements & Capabilities User Training Tools

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Resulting Roadmap High Level Time-Lines

Risk Mitigation Plan

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Customer Case Study R12 Upgrade: Technology & Applications

R12 Upgrade Case Study

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Customers Challenges (cont.)

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Customers Primary Objectives

Our Customers Project:

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Phased Functional Upgrade

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

2. Significantly More Functionality

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Benefits Achieved (cont.)

4. User-friendly web consoles

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

In Summary: R12 Upgrade Check-List

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Testing Conversion Maintenance/ Enhancement Support

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

Some of Our Customers

2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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