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Copyright © 2009 Rolta International, Inc., All Rights Reserved a c c e l R12™ Upgrade Approach.

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Presentation on theme: "Copyright © 2009 Rolta International, Inc., All Rights Reserved a c c e l R12™ Upgrade Approach."— Presentation transcript:

1 Copyright © 2009 Rolta International, Inc., All Rights Reserved a c c e l R12™ Upgrade Approach

2 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 2

3 a c c e l R12™ 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

4 a c c e l R12™ Upgrade Assessment Global Team Approach compresses timeframe and reduces cost Roadmap212 Deliverable outlines recommended path to R12

5 Upgrade Script ------------- ------------- ------------- ------------- ------------- Upgrade Script ------------- ------------- ------------- ------------- ------------- Traditional Upgrade Approach Upgrade Assessment Test Upgrade #1 Upgrade Script ------------- ------------- ------------- ------------- ------------ Upgrade Script ------------- ------------- ------------- ------------- ------------ Test Upgrade #2 Test Upgrade #x Many weeks later… you might know… ??? Then… Impact on processes… Impact on customizations… Impact on integrations… “How will we know?” Impact on end users…

6 Upgrade Script ------------- ------------- ------------- ------------- ------------- Upgrade Script ------------- ------------- ------------- ------------- ------------- a c c e l R12™ Upgrade Approach Upgrade Assessment Test Upgrade #1 Upgrade Script ------------- ------------- ------------- ------------- ------------ Upgrade Script ------------- ------------- ------------- ------------- ------------ Test Upgrade #2 Test Upgrade #3 In five weeks or less, you’ll have a plan! While our global team performs… Five Week Assessment EBS Rolta TUSC Upgrade Analyzer Technical Impact Functional Impact Roadmap 212

7 a c c e l R12™ 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

8 a c c e l R12™ Assessment Activities Technical – Analysis of EBS database – Supplemental manual assessment – Interview process – Review IT policies and procedures DBA

9 a c c e l R12™ 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

10 a c c e l R12™ 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

11 a c c e l R12™ 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”)

12 a c c e l R12™ 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

13 a c c e l R12™ 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 13

14 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

15 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

16 Things We’ve Seen: Functional Payables – Printed check output uses XML Publisher templates; review existing 3 rd 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)

17 a c c e l R12™ 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 17

18 a c c e l R12™ Assessment Activities: Technical Analysis of EBS database (cont) – Stored database objects – Message Dictionary – Alerts – DFFs – Forms Personalizations 18

19 a c c e l R12™ 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

20 a c c e l R12™ 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 20

21 a c c e l R12™ Assessment Activities: Technical Review of IT Policies and Procedures – Change management and code migration methodology – Development standards – Development cycle – Deployment process 21

22 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)

23 a c c e l R12™ 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 23

24 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 24

25 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 25

26 a c c e l R12™ 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


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