36387719 oracle r12 upgrade

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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

    Page 2 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

    Page 3 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 5 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    IT & Business Challenges

    The Business & Technical Request QueueGrows Every Day

    Page 6 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 7 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    Project Timeline:Traditional vs. Accelerated

    Traditional

    PlanningExecution

    ValidationAccelerated

    0 5 10 15Enablers

    Page 8 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 9 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    Upgrade Planning Methodology

    How

    Feasibility study 2 weeks 5 Possible Scenarios

    Page 10 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 11 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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)

    Page 12 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    Resulting Roadmap

    High Level Time-Lines

    Milestones

    Resource Planning Business Users, Technical Staff

    Risk Mitigation Plan

    Page 13 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    Customer Case Study

    R12 Upgrade:Technology & Applications

    Page 14

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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

    Page 16 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 17 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 18 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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.

    Page 19 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 20 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 21 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 22 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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)

    Page 23 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 25 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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

    Page 26 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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    Some of Our Customers

    Page 27 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com

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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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