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Fast Track to the 9s via the Cloud Part of 2012 Upgrade Online Learning Series

Fast track to the 9s via the cloud

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Page 1: Fast track to the 9s via the cloud

Fast Track to the 9s via the Cloud

Part of 2012 Upgrade

Online Learning Series

Page 2: Fast track to the 9s via the cloud

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

Page 3: Fast track to the 9s via the cloud

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

Page 4: Fast track to the 9s via the cloud

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.

Page 5: Fast track to the 9s via the cloud

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?

Page 6: Fast track to the 9s via the cloud

ORACLE SUPPORT TIMELINES

Why we’re here today:

August 23, 2012 Velocity Proprietary and Confidential6

Page 7: Fast track to the 9s via the cloud

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

Page 8: Fast track to the 9s via the cloud

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

Page 9: Fast track to the 9s via the cloud

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

Page 10: Fast track to the 9s via the cloud

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

Page 11: Fast track to the 9s via the cloud

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

Page 12: Fast track to the 9s via the cloud

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

Page 13: Fast track to the 9s via the cloud

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…

Page 14: Fast track to the 9s via the cloud

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

Page 15: Fast track to the 9s via the cloud

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

Page 16: Fast track to the 9s via the cloud

CLOUD BASED UPGRADES

Availability, security, and control:

August 23, 2012 Velocity Proprietary and Confidential16

Page 17: Fast track to the 9s via the cloud

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

Page 18: Fast track to the 9s via the cloud

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

Page 19: Fast track to the 9s via the cloud

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

Page 20: Fast track to the 9s via the cloud

• 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

Page 21: Fast track to the 9s via 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

Page 22: Fast track to the 9s via the cloud

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.