11i Implementation

“what I really need to know”

Copyright 2002, Solution

Beacon/Ronda Ellis
Topics
l Introductions
l Discovery Phase
l Project Success Factors
l Implementation Approach
l Delivery Method
l Traditional Method
l Project Management Tools
l Rapid Implementation Steps
l Lessons Learned
l Sources
l Presenter Information
l Upgrade Vs
Reimplementation
l Upgrade Steps
l Additional Information
Copyright 2002, Solution
Beacon/Ronda Ellis
Introductions

l I have over eight years of extensive Oracle

Applications implementation experience. I have a
Bachelors degree from Dallas Baptist University. My
experience has allowed me function in a variety of
roles which include: Practice Director, Account
Manager, Project Manager, Project and Module
Lead. I have over 20 years of broad business
experience with an emphasis in accounting. I am
currently the President of the FWOUG, Secretary for
SCOUG and Chair for SCOAUG. I have also
presented at the local and regional user groups and
conferences including OAUG.
Copyright 2002, Solution
Beacon/Ronda Ellis
Discovery Phase
“What I really need to know”

l Understand what you are delivering

l Sponsorship
l Identify your team
– Internal
– External
l Define a high level plan
l Acquire hardware/software
l Select Vendor for checks, PO’s etc.
l Identity Customization Extensions
l Identify Interface Extensions
Copyright 2002, Solution
Beacon/Ronda Ellis
Project Success Factors

l Strong Executive Team

l Strong Sponsorship of Project Mission and team
l Strong Project Staffing
l Clear Roles and Responsibilities
l Project team understand the deliverable
l Complete Project Plan
l Defined project infrastructure for entire project
l Understanding of project risks
l Established problem resolution process
l Minimize customizations to the existing environment until
implementation is complete
Copyright 2002, Solution
Beacon/Ronda Ellis
Implementation Approach

l Hardware/software
l Project Management
l Applications
l Standard Functionality-configure
l Testing
l Customizations
l Interfaces
l Train team and users
l Configure production
l Go-live
l Post Production Support

Copyright 2002, Solution

Beacon/Ronda Ellis
Delivery Method

l Oracle’s Methodology – AIM

l System Integrator’s methodology
– Pre-configured
– Rapid or Accelerated
– Toolkit
l Traditional Method
– Plan
– Develop
– Execute
– Deliver

Copyright 2002, Solution

Beacon/Ronda Ellis
Traditional Method

l Definition Phase
l Operation Analysis
l Solution Design
l Build
l Transition
l Production

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Beacon/Ronda Ellis
Definition Phase

l Current Process Model

l Challenges
l Leading Practices

Copyright 2002, Solution

Beacon/Ronda Ellis
Operational Analysis

l Develop Future Model

l Business Process and Mapping
l Gather Business Volumes and Metrics
l Gather Business Requirements
l Determine Audit Controls
l Identify Business Availability
l Identify Reporting and Information Access
Requirements
Copyright 2002, Solution
Beacon/Ronda Ellis
Solution Design

l Document Business Procedures

l Define Applications Setups
l Design Security Profiles
l Design Application Security Architecture

Copyright 2002, Solution

Beacon/Ronda Ellis
System Build-Definition Phase

l Application/Database server
l Propose Architecture subsystems
l System Capacity Plan
l Platform and Network Architecture
l Application Deployment Plan
l Assess Performance Risks
l System Management Procedures
Copyright 2002, Solution
Beacon/Ronda Ellis
Transition Phase

l Install Conversion Programs

l Convert and Verify Data
l Perform Acceptance Testing
l Conduct User Training Sessions

Copyright 2002, Solution

Beacon/Ronda Ellis
Production

l Perform Effectiveness evaluation

l Measure System Performance
l Maintain System stabilization
l Refine Production System
l Decommission Former Systems
l Document & Propose Future Business
Direction
Copyright 2002, Solution
Beacon/Ronda Ellis
Project Management Tools

l Scope, Objective and approach

l Reporting & Control Strategies
l Project Planning
l Quality Management Standards
l Resource Management
l Staffing & Organization Planning

Copyright 2002, Solution

Beacon/Ronda Ellis
Rapid Implementation Steps
l Discovery Phase
l Business Process Definition
l Gap Analysis
l Configure Development Environment
l Build Conversions & Interfaces
l Training of Super Users
l Unit Testing
l Sign off to go to test
l Configure Test Environment
l Clone Environment for production
l Document any differences found during testing
l Training of users
l User acceptance testing
l Sign off to go to production
l Migrate data to ready production environment
l Validate production readiness
l Go live

Copyright 2002, Solution

Beacon/Ronda Ellis
Lessons Learned

l Unrealistic time frame

l Unrealistic project staffing
l Failure to understand Application
functionality
l Unanticipated ‘bugs’ in software
l Failure to order Check and other document
solutions on time

Copyright 2002, Solution

Beacon/Ronda Ellis
Sources

l Oracle’s Metalink
l OAUGnet
l OAUGnet.-DBA
l WWW.HOUG.ORG
l WWW.SCOUG.ORG-Local Groups
l WWW.OAUG.ORG
– www.oaug.org/geo/geoweb.html

Copyright 2002, Solution

Beacon/Ronda Ellis
Upgrade Vs Re-implement

l Business changes
l New Chart of Accounts
l Calendar changes
l New Functionality
l Customizations
l Multiple installs of application

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Upgrade Steps

l Preparation/Planning
l Pre-upgrade steps
l Support
l Customization Management
l Hardware Issues
l Training
l System Testing
l Multi-implications
l Merger-Implications
l Cleanup/Post Upgrade
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Additional information

l De-support Notices
l System requirements
– NT Workstation or Windows 2000
– 96 MB Memory
– 200 MHz CPU

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Beacon/Ronda Ellis
Presenter Information

l Ronda Ellis-rsellis@flash.net
– rellis@solutionbeacon.com

Copyright 2002, Solution

Beacon/Ronda Ellis