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www.origsoft.com | © Original Software 1 www.origsoft.com | © Original Software 8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade John Miner and Maria Martin

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Page 1: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 1 www.origsoft.com | © Original Software

8 Survival Steps for a

Successful ERP Upgrade

Your Guide to a Robust Quality Assurance Process

for an Oracle or SAP Upgrade

John Miner and Maria Martin

Page 2: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 2

Vote in this Quick Poll What is your company’s current situation?

Already upgraded

Discontinued Use

Planning to upgrade

Not upgrading and do not have 3rd party support

Not upgrading and have 3rd party support

Page 3: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 3

Preparation

Page 4: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 4

Preparation

What do you see as the

biggest challenge in an

ERP upgrade?

Top Challenges

Page 5: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 5

Evaluation

Page 6: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 6

Evaluation

Documentation review

Create a watertight business case

Ensure buy in from management

Page 7: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 7

Planning

Page 8: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 8

How well documented are your business processes?

Poorly

Some documentation, likely out of date

Customizations documented, little else

Well documented

Vote in this Quick Poll

Page 9: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 9

Planning

Page 10: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 10

Technical Upgrade

Page 11: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 11

Technical Upgrade

Check if architecture change is required

Calculate hardware sizing requirements

Document lessons learned in the practice upgrade

Page 12: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 12

Business Validation

Page 13: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 13

Business Validation

Ensure all processes are used in

test cycle

Get functional user buy in

Collect proof-of-testing for audit purposes

Page 14: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 14

How many Business Users do you expect to involve in

Testing & Validation?

Less than 10

10 to 30

31 to 50

50 to 70

Over 70

Vote in this Quick Poll

Page 15: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 15

Adoption

Page 16: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 16

Adoption

Ensure all users are aware of new

functionality

Re-purpose tests recorded by

business users to produce

documentation and videos

Ensure correct timing for training

Page 17: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 17

Go-Live

Page 18: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 18

Page 19: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 19

Post-Live Support

Page 20: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 20

Post-Live Support

Early and easy capture of issues

Proactive response to users

Clear issue logging/processing

Page 21: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 21

Total Project Savings

Eliminate risk

Meet business /project

deadlines

Reduce cost by 30%

Page 22: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 22 www.origsoft.com | © Original Software

Thank you for listening It’s Q & A time….

Please post your questions via the

question panel

origsoft.com/contact | UK +44 (0)1256 338666 | USA +1 630 321 0092 | [email protected]

If you would like to receive our 8 Step ERP

Upgrade Best Practice infographic visit:

origsoft.com/8-steps-erp

Page 23: 8 Survival Steps for a Successful ERP Upgrade · PDF file8 Survival Steps for a Successful ERP Upgrade Your Guide to a Robust Quality Assurance Process for an Oracle or SAP Upgrade

www.origsoft.com | © Original Software 23 www.origsoft.com | © Original Software

Did You Know… You can access great video content that

shows you how our solutions are

challenging the status quo and can be

used by non-technical users.

origsoft.com/contact | UK +44 (0)1256 338666 | USA +1 630 321 0092 | [email protected]

Visit: origsoft.com/quality-assurance-videos