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

Copyright © 2009 Rolta International, Inc., All Rights Reserved

accelR12™ Upgrade Approach

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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accelR12™ 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 supportrapid assessment of functionality

accelR12™ Upgrade Assessment• Global Team Approach compresses

timeframe and reduces cost• Roadmap212 Deliverable outlines

recommended path to R12

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Traditional Upgrade Approach

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Many weeks later… you might know…

???

Then…

Impact on processes…Impact on customizations…

Impact on integrations…

“How will we know?”

Impact on end users…

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accelR12™ Upgrade Approach

UpgradeAssessment

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In five weeks or less, you’ll have a plan!

While our global team performs…

Five Week Assessment

EBSRolta TUSC

UpgradeAnalyzer

TechnicalImpact

FunctionalImpact

Roadmap212

accelR12™ 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

accelR12™ Assessment Activities• Technical

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

• DBA

accelR12™ 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


• 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


• 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”)

accelR12™ 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

accelR12™ 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)

accelR12™ 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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• Analysis of EBS database (cont)– Stored database objects– Message Dictionary– Alerts– DFFs– Forms Personalizations

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• 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


• 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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• 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)

accelR12™ 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 issues23

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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accelR12™ 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