R12 Upgrade Assessment Discussion

Agenda
Introductions Apex IT Upgrade Overview Upgrade Best Practices Upgrade Service Offerings

Apex IT: Who We Are

Apex IT is a national systems integrator and consultancy with expertise in both Enterprise Resource Planning and Customer Relationship Management

An Oracle Certified Advantage Partner, Apex IT supports the core platforms of the Oracle Applications Family Those platforms include:

PeopleSoft Enterprise Oracle E-Business Suite E Business Siebel Enterprise and Siebel CRM On Demand
Apex IT is a full service consultancy our service offering full-service addresses the entire application implementation continuum everything from strategy development and implementation, to change management and post-implementation managed services Our service offering also includes custom development capabilities

The Apex IT Service Offering

Apex ITs services are horizontal in nature and are platform agnostic Apex ITs services are grouped according to the ERP and CRM application implementation lifecycle There are six primary service lines Strategic Services (i.e. management consulting) Planning Services (pre-application implementation planning) Implementation Services (implementation of ERP, CRM, or Custom applications) Application U A li ti Upgrade Services (ERP CRM, and d S i (ERP, CRM d Custom) On Demand Subject Matter Expertise (staff augmentation) g ) Managed Services (pre and post-implementation maintenance and service)

Upgrade Overview
(1)Upgrade Process
-

Determination of reason for wanting to upgrade and the g pg business drivers supporting it Evaluation of the New Release
Identification of specific functionality desired p y will the new capabilities/architectural enhancements provide proportionate positive benefits to justify an upgrade

Planning the upgrade

scope (objectives, new features/functionality, changes to business processes, impact on customizations or interfaces, system downtime) detailed project plan (team members and roles)

Upgrade Overview
(1)Upgrade Process (continued)
-

Performing the upgrade g pg

Technical detailed plan (include any issues/resolutions during the practice round) practice upgrade ( t checkpoints/capture regular b k ti d (set h k i t / t l backups) ) Functional tests test scripts used in the initial implementation will be the baseline/changes be made based on changes in functionality g g y and new functionality Test, Test, Test - 70% of a successful upgrade is testing Training C t Cutover a formal go-live checklist techniques to reduce downtime (patch merging, parallel p processing) g) a very lockstep plan to provide confidence and risk mitigation.

Upgrade Overview
(2) Examine the upgrade criteria
Application functionality (access to new functionality to meet pp y( y
business objectives/may facilitate compliance at a lower cost through retiring customizations and deploying standard processes) this needs to be done in advance

Tech enhancements (leverage the latest performance and usability

enhancements)

Operational considerations (reduce the resources required to

p your enterprise solutions) p ) operate and maintain y

Support availability (to remain eligible for the highest levels of

product support/remain eligible for tax and regulatory updates)

Upgrade Overview

(3) Identifying upgrade path (if upgrading from 11.5.10 to R12)

Upgrade the database to 10G pg Apply prerequisites for R12 Configure the database to use Oracle Applications Tablespace Model (OATM) Apply the R12 upgrade driver Apply post-Release 12 patches

Upgrade Best Practices

Broad team including consultants Decide when to change or add business processes Plan for upgrade tuning Get current product and upgrade info Escalate and resolve problems as appropriate Prepare the organization Inventory your system (customizations, extensions, modifications, localizations, interfaces, 3rd party products, hardware, software releases and patches, including operating f system, database) Prepare a Go Live Checklist

Upgrade Best Practices

Understand and mitigate project risks Evaluate your architecture Calculate new hardware sizing Increased storage Defragment and reorganize your database beforehand Verify your installation Get G t current code t d Choose the # of test cycles (minimum 3) Training Secure functional user buyin

Upgrade Service Offerings

Upgrade Assessment ( 2 weeks in duration) pg (1 ) Technical Upgrade on a Test Instance (2 3 weeks in duration) Upgrades

Questions and Answers