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Successful Oracle R12 Upgrade:

The Secrets to a Rapid, Cost-Effective Upgrade

SROAUG
March 17, 2010

Manoj Machiwal
Consulting Manager
 Agenda

1. Why Upgrade
2. Challenges
3. Upgrade Planning Methodologies 4.
Planning: Important Considerations 5.
Customer Case Study
6. R12 Upgrade Checklist
7. About USJade
8. Q&A

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 2

 Why Upgrade?

Pull:
• Features; Products, Retire Customizations
Push:
• Older versions of applications not
supported by Oracle
ROI
• New capabilities of R12

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 3

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 Challenges

Upgrade Planning Testing

• Clear business drivers • End user training
• Objective • Functional Testing
Narrow Window of Time User Training
• Minimizing downtime is • End-user training
crucial for an upgrade & • Implementation & training
can make or break of new features
success
Avoiding Unexpected
Problems
• Point of no return scenario

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 5

 IT & Business Challenges

The Business & Technical Request Queue Grows

Every Day

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 6

 A Balance Must Be Achieved

Business IT imperative
imperative for data
for better integrity,
decisions, standards,
lower costs lower costs
and quicker and quicker
results results

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 7

 Project Timeline:
Traditional vs. Accelerated

Traditional

Planning
Execution
Validation
Accelerated

Enablers 0 5 10 15

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 8

 Enablers
For a Rapid and Successful Upgrade Enablers

1. Plan
2. Create safety-net for narrow upgrade
window
3. ?

Results:
• Reduced downtime: business and user
• Reduced business interruption • ROI
realized much faster

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 9

 Upgrade Planning Methodology

• How
• Feasibility study 2 weeks
• 5 Possible Scenarios…

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 10

 Upgrade Planning Methodology

Speed Investment Value

Percentage of Work Effort Vs. Initial Implementation

#3 Phased
#1 Technology #2 Full Functional #4 Re-
Functional
Upgrade Upgrade Implementation
Upgrade

• High Speed • Low Speed • Medium Speed • Low Speed

• Low Investment • High Investment • Medium • High Investment
• Low Value • High Value Investment • High Value
• Medium Value
10 % 27 % 34% 40 %

OR, Option #5…

STRETCHING YOUR 11 . 5 .X INVESTMENT

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 11

 Planning: Important Considerations

• Upgrade Path • Customization

• Testing Cycle Retirement
(Technical /Functional) • Upgrade Tuning Plan
• Team Requirements & • Cut Over Planning
Capabilities • Ongoing Application
• User Training Considerations (post
• Tools production)

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 12

 Resulting Roadmap

• High Level Time-Lines

• Milestones
• Resource Planning
• Business Users, Technical Staff
• Risk Mitigation Plan

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 13

 Customer Case Study
R12 Upgrade:
Technology & Applications

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 R12 Upgrade Case Study
Industry: Industrial Manufacturing
Revenue: $500M
Technology & Application Footprint:
Pre-Upgrade
• Oracle c.11i - 11.5.3
• Oracle Financials (AP,
AR, GL, WIP)., OSFM,
Inventory, WIP
• Platform:
Sun Solaris 5.8
• RBBMS 8.1.7.3
Post-Upgrade
• Oracle v. R12.0.1
• Oracle Financials (AP,
AR, GL, WIP)., OSFM,
Inventory, WIP
• Platform: Oracle
Enterprise Linux 4
• RBBMS 10.2.0.4
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 Customer’s Challenges

RISK: Due to Outdated Infrastructure

• Ongoing cost to mitigate this risk
• Risk of de-supported Application and Database
• Heavily customized environment
• Scattered Data and Inconsistent Business Processes
• Obsolete Business Processes Causing loss of
Business

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 16

 Customer’s Challenges (cont.)

Downtime vs. Benefits:

• Narrow upgrade window •
Fear of significant down-time
• Un-clear of new/enhanced functionality & benefits
• Lack of Internal Resources
• Lack of Specialized Skills •
Additional Operational Costs

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 17

 Customer’s Primary Objectives

• Migrate to new hardware on Linux OS •

Upgrade Oracle Applications to v. R12 •
Business process re-engineering • Evaluate
existing customization against new functionality
in R12
• Minimize system down-time •
Minimize staff down-time
• Post-upgrade support & maintenance
strategy

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 18

 Our Customer’s Project:
Phased Functional Upgrade Path

Splitting the Upgrade:

• Manage downtime by splitting the database upgrade
from application upgrade.
• Separating these two upgrades, downtime is broken
down into two smaller segments.
• This path also enables identification of issues with
database upgrade separately from applications
upgrade.

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 19

 Phased Functional Upgrade

Phase 1
• Technology Upgrade •
Key Business Process
• Limited Customization Retirement

Phase 2
• Business Process Reengineering
• New Business Processes
• Complete Customization Retirement

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 20

 Benefits Achieved
Streamlined, Up-to-Date, Well Documented
Infrastructure & Software
1. Risk Mitigation
• Data Integrity

• Oracle supportability risks •

Minimized risk of down-time
• Extended security with increased single sign-on & identity
management capabilities
2. Significantly More Functionality
• Identified “Delta’s” for new/enhanced functionality
• Reduced requirements for customizations, and
• Integrated customizations & business processes outside of EBS

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 21

 Benefits Achieved (cont.)

3. Data Integrity, Centralization of Data

• Speed and accuracy of business processes
• Improved Reporting & Analysis
• Timely decisions by seeing integrated system information
in real-time
(planning, forecasting, scorecards, consolidations, analysis & modeling). •
Improved planning
4. User-friendly web consoles
• Better system performance
• Increased personalization & automation of key tasks

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 22

 In Summary: R12 Upgrade Check-List

 Project Planning (timeline, resource requirements,

mitigation of stumbling blocks)
 Assessment of Team Capabilities
 Planning Methodology best suited for objectives
 Testing (test planning, scripts, scenarios)  Tools
(evaluate, utilize appropriate tools)  Training (from
navigation to new functionality)  Post-Upgrade
(staffing, support, maintenance)

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 23

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 About USJade

A Complete Solutions Provider

• Enterprise System Integrator
• Served more than 50 customers for over 10 years
• Oracle Platinum Partner

• Oracle Certified Accelerate Solution Provider

• Strategic Partnerships

• Global Implementations & Capability - US, India, China, Israel

• Global Delivery Capability Right Shore Delivery Model • SAS
70 Certified

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 25

 Delivery Model

We Deliver Faster, Better, and more Economically

On-Site Offshore
• Planning • Prototyping
Boston, MA China
• Assessment Tel Aviv, Israel • Proof of Concept
• Strategy • Development
San Jose, CA
• Architecture Pune, India • Testing
• Requirements • Conversion
• Design • Maintenance/
• Pilots Enhancement

• Training • Support

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© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com
 Some of Our Customers

© 2010 USJade Corp- Proprietary and Confidential . www.usjadecorp.com Page 27

  Next steps for your R12 Upgrade
 Free pre-upgrade assessment 
Put you in touch with Oracle 
Upcoming events

Global Headquarters Manoj Machiwal

1731 Technology Drive, Suite 350 Consulting Manager
San Jose, CA 95110 (408) 899-7217
877-JADE-4IT (523-3448) manojm@usjadecorp.com

http://www.usjadecorp.com

East Coast Office

1900 West Park Drive, Suite# 280
Westborough, MA 01581
(508) 983-1457

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