1. 11 i Upgrade: Is an Assessment Useful for Your Company? By: Bernard Doyle, Applications Software Technology Corp. Marie Klein, Information Resources Inc.

2. The Benefits of an 11i Assessment 2 Introduction AST. Information resources inc. Speakers.  Bernard Doyle.  Marie Klein.

3. The Benefits of an 11i Assessment 3 Topics of Discussion Identify your need for an assessment? Assessment components Assessment benefits IRI: A case study Estimating the cost of an upgrade Questions & answers

4. The Benefits of an 11i Assessment 4 Identify Your Need for an Assessment An assessment project is recommended if:  You have insufficient information on  Your customizations  Available 11i enhancements/new modules  11i/8i sizing requirements  PC requirements  Processes/procedures  Required time & budget  The upgrade process  Restructuring your business  Dissatisfied with current configurations- upgrade vs. Re- implement

5. The Benefits of an 11i Assessment 5 Identify Your Need for an Assessment Customizations  # Of customizations  Type of customizations  Custom vs. Customized  Level of complexity  Customization method  Supported in 11i/6i/8i ?  Level of documentation  High  none  Replace with 11i functionality?

6. The Benefits of an 11i Assessment 6 Identify Your Need for an Assessment Functional impact  Current configurations  Need for new enhancements  New modules  Lost functionality in 11i  Potential customizations  Documented processes and procedures  Knowledge level of key individuals  Current applications  11i applications  Upgrade vs. Re-implementation

7. The Benefits of an 11i Assessment 7 Identify Your Need for an Assessment Infrastructure  Sizing estimates  11i/8i impact  Servers/tier distribution  Purchase requirements  Network impact  PC configurations  Internet browser  J-initiator  Memory  Operating system

8. The Benefits of an 11i Assessment 8 Identify Your Need for an Assessment Budget  Approved budget  “Play” in your budget?  Bang for buck Other considerations  Time constraints  Resource availability (other projects?)

9. The Benefits of an 11i Assessment 9 Assessment Components Functional  11i enhancements review  New modules  Current configurations  Current processes, procedures, and documentation  Current “pains”/potential solutions  External systems & interfaces

10. The Benefits of an 11i Assessment 10 Assessment Components Customizations  Document list of current customizations  Identify type  Identify method  Identify complexity  Identify potential 11i standard functionality replacements  Identify level of documentation  Determine 11i effort required to upgrade

11. The Benefits of an 11i Assessment 11 Assessment Components Infrastructure  Server requirements  PC requirements  Networking requirements  Maintenance of 11i/8i applications

12. The Benefits of an 11i Assessment 12 Assessment Components Project management  Resource availability  Budget constraints  Timeframe requirements  Other client-specific impacts  Training/education requirements

13. The Benefits of an 11i Assessment 13 Assessment Benefits Better Estimate of Time & Resources User Education Lead Time for Infrastructure Upgrade Better Change Management Cost Containment Provides a ‘Road Map’ for your 11i Applications

14. The Benefits of an 11i Assessment 14 IRI Case Study IRI’s oracle financials environment IRI’s assessment reasons Partner considerations Assessment preparation IRI’s assessment deliverables IRI benefits

15. The Benefits of an 11i Assessment 15 IRI’s Financials Environment Implemented 10.7 – march 1997 Modules implemented  General ledger, payables, receivables, cash management, purchasing, assets, financial analyzer Only one modification to applications Many interfaces and customized reports

16. The Benefits of an 11i Assessment 16 IRI’s Assessment Reasons More in-depth information sooner  Reduce risk  Increase chance of successful project Early project estimate Introduction of new features  Users have time to evaluate  Time for cost justifications Comfort level with vendor

17. The Benefits of an 11i Assessment 17 Partner Considerations Company demographics  Company and specific location 11i experience  11i experience similar to your project – references  How large is the company? The oracle practice?  Is their experience both technical and functional?  Company location – will consultants travel?  Company’s financial viability

18. The Benefits of an 11i Assessment 18 Partner Considerations Will there be ongoing relationship after the project? Project management considerations  Who will manage project?  How involved will your staff be?  How experienced/adventurous is your staff?  Will staff be relieved from daily responsibilities?

19. The Benefits of an 11i Assessment 19 Assessment Preparation Documentation available  List of interfaces, customizations and their specifications  Current architecture  Processes and procedures Key project members available  Decision makers, each module’s key users, technical support staff – application, database, network, UNIX, pc’s

20. The Benefits of an 11i Assessment 20 IRI’s Assessment Deliverables Strategy Scope definition Project plan/planning Upgrade impact High-level system sizing High-level documentation Training approach identified Review of 11i enhancements Review of potential new modules

21. The Benefits of an 11i Assessment 21 IRI Benefits Status – “assessment plus”  Complete  Upgrade alternatives being evaluated Interest & education of key areas  Streamlines focus during upgrade project  Excited about new features  Comfortable with project  Better business decisions Understand the costs Project “road map” and issues documented in one spot

22. The Benefits of an 11i Assessment 22 Estimating the Cost of an Upgrade Internally Talk to other companies/user groups Several vendors (including AST) provide fixed cost estimate Online tool in march, 2002 (www.projectcalculator.Com)

23. The Benefits of an 11i Assessment 23 Thank You! Questions and Answers