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Fast Track to the 9s via the Cloud
Part of 2012 Upgrade
Online Learning Series
Today’s presenters
August 23, 2012 Velocity Proprietary and Confidential2
Ward Quarles
director strategic alliances / JD Edwards software solutions evangelist
Velocity Technology Solutions
Doug McNamara
national sales leader Oracle JD Edwards practice
IBM Global Business Services
Velocity Technology Solutions
Velocity – the ERP in the cloud company – hosts and
manages ERP, related applications, and disaster
recovery services within its virtual private cloud
environment. Aim is to lower operational costs,
increasing service levels and improving software
performance while reducing the burden on IT staff
and enabling deployment flexibility. Our team has
exceptional expertise managing enterprise software
24/7. Combined with our proprietary technology
and superfast infrastructure, we increase
application availability, security, and control. As a
result, our customers are better positioned to
accelerate enterprise growth and agility, attract and
retain customers, and reduce cost, turning their ERP
platforms into a strategic asset. Velocity is
headquartered in New York City. www.velocity.cc
August 23, 2012 Velocity Proprietary and Confidential3
IBM Global Business Services
IBM GBS is the professional services arm of IBM
providing management consulting, systems
integration and application management services.
GBS is the world's largest IT consultancy service
firm. Within GBS resides IBM’s Oracle® and
JD Edwards global consulting practices.
IBM is committed to a “Right Results-Oriented
Approach” to every project. Our approach is driven
by a commitment to delivering measurable benefits
and results with speed and mitigated risk.
JD Edwards customers need the commitment of a
business partner that has “been there and done it”
many times and knows how to leverage the
experience to continually increase success rates,
reduce costs and manage risks. For over 25 years
IBM has brought this wealth of experience to JDE
customers. Our practice approaches every customer
project with the individual attention it deserves,
completing each phase efficiently in a cost effective
manner.
IBM is headquartered in Armonk, NY.
August 23, 2012 Velocity Proprietary and Confidential4
IBM Global Business Services is
committed to your success
through our expertise in building
innovative solutions, our
capabilities for unlocking value
in business performance, and our
approach to agreements that hold
us accountable for tangible
business results.
Objectives of today’s session
August 23, 2012 Velocity Proprietary and Confidential5
1. Recommend best practices for upgrading to the 9s
2. Identifying tactics to accelerate time to value for upgrades, decrease business risk, and reduce capital expenditures
3. Leverage a virtual private cloud model to reduce the impact of the upgrade on internal resources
4. Introduce IBM - Velocity Rapid Upgrade in the Cloud
5. Q&A: where are you in the process?
ORACLE SUPPORT TIMELINES
Why we’re here today:
August 23, 2012 Velocity Proprietary and Confidential6
Oracle JD Edwards key support
dates
August 23, 2012 Velocity Proprietary and Confidential7
JD Edwards Release Premier Support Ends Date Eligible for Extended Support
E 1 Xe / 8.0 12/31/13 No
8.90 09/31/08 No
8.10 06/31/09 No
8.11 / SP1 12/31/09 12/31/12
8.12 04/31/11 04/31/14
9.0 09/31/13 09/31/16
9.0 Update 2 09/31/15 09/31/18
9.1 03/31/17 03/31/20
World A7.3 12/31/13 No
A8.1 12/31/13 No
A9.1 04/31/2012 04/31/15
A9.2 04/31/14 04/31/17
A9.2 Update 1 05/31/15 05/31/18
A9.3 03/31/17 03/31/20
Note: Always consult current policies at www.oracle.com/support
JD Edwards “keeps on rolling”
to meet future demands
August 23, 2012 Velocity Proprietary and Confidential8
3
1
April 2012
9.1
Oracle JD Edwards planned product roadmap
Your team must roll with upgrade
cycles, too2
August 23, 2012 Velocity Proprietary and Confidential9
• Do we have the JD Edwards skills in house
to accomplish an upgrade?
• How will we balance upgrade demands
with production systems management?
• How many resources will this project
require?
• Will our infrastructure support an
upgrade and new production
environment?
• Will our system perform and scale to
support the business?
• Is the infrastructure flexible enough to
accommodate future changes?
• How do we justify the cost of an upgrade?
• How do we sell the internal stakeholders
(business, CIO, CFO) on the upgrade?
• How can we spread out the costs?
• How will this upgrade impact our current
business processes?
• Are all key stakeholders supportive of this
project?
• How do we keep the project on time and
on budget?
Staffing FinancialInfra-
structureChange Upgrade
Go it alone or with an experienced
team? It’s up to you!
August 23, 2012 Velocity Proprietary and Confidential10
“Whether you think that you can, or that
you can't, you are usually right."
Henry Ford
Determining the optimal upgrade
starting point
August 23, 2012 Velocity Proprietary and Confidential11
Client requirements
- Keep your application suite current with the
latest Oracle application functionality
- Migrate to a new infrastructure
- Retire legacy modifications
- Redesign business processes
- Adopt new functionality
- Replace, minimize and migrate
customizations
- Optimize on best practices
- Implement both new functionality & modules
- Replace, minimize and migrate “complex”
customizations
- Implement organizational change
IBM upgrade alternatives
Technical upgrade
Pros: faster entry model, reduced business disruption
Cons: Do not address older business processes
Functional upgrade
Pros: improved solutions introduced Cons: new modules & processes increase
training time
Transformational upgrade
Pros: can drive needed business changeCons: will extend upgrade project scope
Factors that drive an upgrade
August 23, 2012 Velocity Proprietary and Confidential12
Degree of Customization
Number of Interfaces
Number of Mgmt Reports
Number of Countries
Reengineering
Client Participation
Speed of Issue Resolution
Data Cleansing
Training Requirements
Cloud or On-Premise
$
Project Time & Cost
More
Time
$$$
<10 20–30 >40
<15 20–30 >60
None Selective Significant
60% 30%
Fast Slow
1 TB 5 TB
Limited Extensive
Less
Time
$
Minimal Moderate Heavy
1 Many
Extensive Effort
2 TB
Limited Effort
The 100 Day Technical Upgrade for
JD Edwards defined by Oracle
August 23, 2012 Velocity Proprietary and Confidential13
In order to limit scopeto a technical upgrade,
Oracle recommends that companies:
push process improvements/redefi
nition initiatives to Phase II, other than the quick wins that
come with 9.1
limit adoption of new functionalities other
than what is delivered by the 9.1
enhancements and,
limit integrations that can be addressed in a
Phase II project.
“Business applications need to be upgraded over time to let users take
advantage of features in the newer versions or releases. However,
businesses need to find the right balance between the speed of innovation
of their vendors and their own needs ... This will lead to more, but smaller,
projects enabling the ideal of continuous innovation.”
Gartner
A technical upgrade of JD Edwards is largely scoped by the number of legacy customizations and
integrations that require forward fit and testing for each JD Edwards [data] instance…
100 days2”more or less”2the
planning phase guides the way
August 23, 2012 Velocity Proprietary and Confidential14
Planning
Phase
Technical
Upgrade
Phase
Tools
and
Assets
Technical upgrade with IBM, incl.
the planning phase
August 23, 2012 Velocity Proprietary and Confidential15
Pre-planning phase:
a lite technical
assessment
2 - 5 week onsite planning
engagement
identify a clear set of
business objectives
analysis of your custom
objects and RICE
Interviews with key
functional and technical
users
detailed work plan outlining
the approach, resources,
timeline and costs Technical upgrade
Typical modules include:
general ledger, purchasing,
human resources, order
management, material
resource planning,
manufacturing, …
IBM will execute the
necessary technical upgrade
activities to move from the
current to future state
CLOUD BASED UPGRADES
Availability, security, and control:
August 23, 2012 Velocity Proprietary and Confidential16
Leveraging the benefits of the
cloud to accelerate upgrades
General cloud benefits:• Easy to deploy
• Faster to deploy
• Pay only for what you use
• Less in-house IT staff/costs
• Monthly payments
• Offers the latest functionality
• Encourages more standardization of IT
• Sharing systems and information simpler
• It’s the way of the future
August 23, 2012 Velocity Proprietary and Confidential17
Source: IDC
ela
stic
ity
pro
visi
on
ing
AP
Is
Pa
y-a
s-yo
u-g
o
How cloud translates into faster, less risky
upgrades
August 23, 2012 Velocity Proprietary and Confidential18
• Your team doesn’t have to balance
management of both the upgrade
and production environments
• Upgrade environment is managed
for you by a team who has done
hundreds of upgrades
• Infrastructure is provisioned more
quickly – days versus months
• Infrastructure adds are incremental,
not major change events
• Move to production is faster
• Infrastructure costs are spread out
over time. Minimizes the hit on
capex
Staffing FinancialInfra-
structureChange Upgrade
Business agilityGreater cost
control
Faster time to
market
Increased
productivity
Reduced business
risk
Higher service
levels
Cloud computing means more
flexibility for you
August 23, 2012 Velocity Proprietary and Confidential19
Wherever and whenever access
Computing infrastructure, applications, business processes, and personal collaboration delivered to you as a service
• Accelerates time to value for JD Edwards upgrades
• Decreases risks, delivering an optimized deployment for
JD Edwards workloads
• Reduces costs and minimizes the impact on in-house resources
Upgrade Environment
IBM
Business Process and
Configuration Expertise
Velocity
Virtual Private Cloud for
JD EdwardsSoft
wa
re S
an
db
ox
Try Before
You Buy
Managed Application
Services from Velocity
Production Environment
IBM-Velocity: Rapid Upgrade in the Cloud
Benefits of selecting an
experienced team
August 23, 2012 Velocity Proprietary and Confidential21
Rapid Upgrade
in the Cloud
Business agility
Greater cost control
Faster time to
market
Increased workforce
productivity
Reduced business risk
Grab a quality partner and enjoy
the adventure to the top
August 23, 2012 Velocity Proprietary and Confidential22
Thanks for attending!
For more information email us at [email protected] or call us on 866.638.2779.