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Upgrade Approach

Copyright 2009 Rolta International, Inc., All Rights Reserved

Agenda
Upgrade Approach Functional Assessment Activities Things We ve Seen: Functional Technical Assessment Activities Things We ve Seen: Technical DBA Assessment Activities Assessment Deliverables Post-Assessment Upgrade Activities
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Upgrade Approach

Multi-dimensional Assessment reveals impact of R12 upgrade on functionality & technical environment Rapid technical upgrade provides initial R12 environment for analysis within days Rolta TUSC Upgrade Analyzer identifies impacts to customizations and integrations R12 Impact Worksheets support rapid assessment of functionality

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Upgrade Assessment

Global Team Approach compresses timeframe and reduces cost Roadmap212 Deliverable outlines recommended path to R12

Traditional Upgrade Approach


Upgrade Assessment
??? Impact on processes Impact on customizations Impact on integrations Impact on end users How will we know?

Then Test Upgrade #1 Test Upgrade #2 Test Upgrade #x

Upgrade Script ------------------------------------------------------------------------------------------------------------------------------------

Many weeks later you might know

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Upgrade Approach
Rolta TUSC Upgrade Analyzer EBS

Upgrade Assessment
Five Week Assessment

Functional Impact

Technical Impact

While our global team performs Test Upgrade #1 Test Upgrade #2 Test Upgrade #3

Roadmap 212

Upgrade Script ------------------------------------------------------------------------------------------------------------------------------------

In five weeks or less, youll have a plan!

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Assessment Activities

Functional
Understand As Is Processes Perform R12 Impact Assessment Define To Be Processes Develop Training Plan Define Migration Path Perform a Migration Risk Analysis Refine Upgrade Timeline and Cost Estimates

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Assessment Activities

Technical
Analysis of EBS database Supplemental manual assessment Interview process Review IT policies and procedures

DBA

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Assessment Activities: Functional

Understand current application As Is processes Schedule business process reviews with key end users to understand the current As Is processes Review all current Oracle-based business processes and evaluate impact of R12 functionality Focus on functions with new features or modules in R12 Review existing issues and pain points

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Assessment Activities: Functional

Understand current application As Is processes (cont ) Identify desired improvements Review all integration points and customizations and compare to R12 functionality Review existing documentation and test scripts

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Assessment Activities: Functional

Perform R12 Impact Assessment What current functionality will be impacted by R12 features? ( things that have to change ) What current functionality could be improved/simplified by R12 new features ( things that are possible due to R12 ) What new functionality/process improvements can be made as part of the R12 Upgrade ( low hanging fruit )

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Assessment Activities: Functional

(cont )
Define recommended/required To Be processes Customizations that can be eliminated or simplified due to R12 functionality and/or business process change New functionality that can be leveraged as part of the upgrade Evaluate business requirements for potential new functionality in the target modules

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Assessment Activities: Functional

(cont )
Provide key training considerations and training plan Define recommended phased migration/upgrade path to achieve the To Be environment Provide a migration path risk analysis from As Is to To Be for both technical and functional areas Refine future production upgrade project timelines and resource cost estimates

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Things We ve Seen: Functional


Web ADI Web ADI journal templates will need to be re-created Web ADI journal upload spreadsheets do NOT support multiple tabs Report Manager Report Manager will need creation of custom templates for use with FSGs. Generic FSG Template can be used, but cannot be modified Report Manager saves reports in FRM_REPOSITORY_LOBS table, and cannot save reports to a file system Reports may need to be transferred to a network drive periodically to avoid tablespace issues

Things We ve Seen: Functional


Report Manager (cont ) Reports Repository needs to be periodically cleansed Account Analysis and Drilldown You have to enter a CURRENT account combination to analyze and drilldown does not allow wildcards Unlike client-server ADI, analysis and drilldown in R12 does not have Pivot table functionality Cash Management Cash Management module owns banks, bank accounts, and bank branches setups in R12 Bank Account security will not allow update to Payables Documents needs security to be setup

Things We ve Seen: Functional


Payables Printed check output uses XML Publisher templates; review existing 3rd party check printing software compatibility with R12 General Ledger Possible additional setup considerations with legal entities, ledger sets, etc Thorough testing of journals recommended (especially with Intercompany)

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Assessment Activities: Technical

Analysis of EBS database


Custom menus Custom responsibilities Custom concurrent managers Custom concurrent programs Custom functions Custom profile options Custom value sets Custom request groups Custom applications Registered custom forms & reports
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Assessment Activities: Technical

Analysis of EBS database (cont)


Stored database objects Message Dictionary Alerts DFFs Forms Personalizations

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Assessment Activities: Technical

Supplemental manual assessment


Analyzing custom tops on application and concurrent manager servers Review of coding standards and naming conventions Workflow customizations OA Framework customizations Custom Java/JSP pages Discoverer Working SRs with Oracle Support for technical issues Technology changes
Table changes Multi-Org to MOAC coding changes Forms to HTML, Reports to BI VPD security layer 19

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Assessment Activities: Technical

Interview Process
Overview of the technology landscape Overview of RICE components Overview of integrations with external systems Understand the maturity of the client's technical staff on R12 technologies

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Assessment Activities: Technical

Review of IT Policies and Procedures


Change management and code migration methodology Development standards Development cycle Deployment process

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Things We ve Seen: Technical


Direct modification to standard code Not following Oracle recommended naming conventions (objects may be lost during an upgrade) Lost source code Modifications to seeded responsibilities (will be lost during an upgrade)

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Assessment Activities: DBA

Review and analyze upgradeability of existing EBS system Complete any required pre-upgrade tasks Validate requirements to deploy EBS R12 on target hardware Install and run TUMS report to provide list of functional and technical required upgrade tasks Perform first upgrade trail Log SR s with Oracle Support for any un-resolved upgrade issues
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Key Assessment Deliverables


R12 impact analysis on current applications and business processes utilized in the 11.5.10.2 environment R12 impact analysis on current customizations Summary of R12 upgrade assessment activities and related recommendations Recommended approaches and cost estimates for new functionality opportunities within specific functional areas
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Key Assessment Deliverables


Proposed R12 Production Upgrade Project Plan Updated Project Proposal, cost estimates, and resource requirements to complete the upgrade to R12 Strategic assessment & roadmap for Hyperion and BI Apps

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Upgrade Approach

Remaining Upgrade Phases address:


Complete Regression Testing Change Management Delta Training Platform Migrations & Database Upgrades Production Upgrade

Overall Upgrade Timeframe Based on Assessment Results & Other Factors