1. Tip’s for Success !!! Oracle Applications 11i Upgrade

2. Oracle 11i Upgrade System Overview Tip’s for Success Q&A

3. System Overview Oracle Modules: –Projects –Order Management –AR –GL Applications Architecture. System Architecture. Extensions.

4. Oracle Modules Projects (PA) Order Management (OM) Accounts Receivable (AR) General Ledger (GL)

5. Oracle Projects Projects: Project Creation and maintenance. Cost allocation by project task and non-labor resource. Project number assignment. Accounts Receivable: Apply cash. Generate Customer Invoices Collections. Revenue Accounting. Order Management: Order Generation. Pricing. General Ledger: Revenue and Receivables Journals. Consolidation to Corporate GL.

6. Extensions Heavily Integrated. Flex fields / Attribute columns. Custom Apps registered Forms / Processes. Integration with external custom applications: –Project set-up API (AMG) –Cost Interface: System processing. Labor Hours

7. Oracle 11i Financial Applications

8. Oracle 11i Server Architecture Hardware: x2 IBM F50’s x4 CPU 333 MHz 3 gig memory per server

9. Tip’s for Success !!! Choosing a Consulting Partner. Project Management. Prepare for Implementation. Technical Support. Patches.

10. Choosing a Consulting Partner Check references. Determine financial stability. Interview consulting team members. Ask lot’s of questions: –How many 11i upgrades have they implemented? –Which modules? –Extensions? –What platforms? Shop around!

11. Project Management Define project scope and stick to it! Set realistic time frames. Make deliverables part of project team members review / bonus objectives. 100% dedicated project manager, subject matter experts, and team resources. Don’t let task completion dates slide. Create detailed task check lists.

12. Oracle Technical Support Request a dedicated Oracle Support Account Manager to manage all TAR’s. Schedule weekly TAR meetings. Provide Oracle Support Account Manager with appropriate project documentation: –Project Plan. –Implementation schedule. –Create a TAR profile including: software / hardware versions, module set-up options, etc… Consider upgrading your support level to Gold or Platinum.

13. Patches Applied 90+ patches. Organize / document all patches. Carefully read patch documentation to identify all pre / post patch requirements. Create patch implementation checklist including: patch number, App’s module, prerequisite patches, known error messages, workarounds, etc…

14. Prepare for Cutover Create detailed implementation checklists. Perform practice timing runs!!! Document all known errors and workarounds. No surprises!!!

15. Oracle 11i Upgrade Questions ???