Planning f o r Or ac l e R12 An IT Convergence presentation delivered at Collaborate 10
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Plannin Pla nnin g for R1 R12 2
Ag A g en end d a – Pl Plan ann n i n g f o r R12
Introductions
IT Conv Conve erg rge enc nce e Overv Overview iew
Planning Concepts
Leveragin Leve raging g the App Approach roach
Some of th the e Ne New w Featu Features res
Lessons Lesson s Le L earned
Rolling out in i n Latin America America
Summary
IT Convergence Overview We are a True Partner
Plannin g for R12
Our Mission Create value by impr oving business processes throug h better us e of technology.
Plannin g for R12
Global Reach, Local Expertise
CHICAGO
SAN FRANCISCO
NEW YORK SHANGHAI
MEXICO
SAN PABL O BUENOS AIRES
ARGENTINA AUSTRALIA AUSTRIA Plannin g for R12 BELGIUM BRAZIL CANADA CHILE CHINA COLOMBIA CZEC REPUBL IC DENMARK DOMINICAN REPUBL IC NETHERLANDS BELGIUM NORWAY DUBAI DENMARK GERMANY EGYPT POLAND UNITED KINGDOM CANADA CZECH REPUBLIC EL SALVADOR HUNGARY FRANCE GABON AUSTRIA SPAI N ITALY SWI TZERLAND USA GERMANY TUNISIA ISRAEL KUWAIT HONG KONG MOROCCO EGYPT SAUDI DUBAI INDIA ARABIA DOMINICAN REPUBLIC MALI INDONESIA PUERTO RI CO SUDAN NICARAGUA SENEGAL ISRAEL EL SALVADOR PANAMA VENEZUELA ITALY COLOMBIA JAPAN GABON KOREA BRAZIL PERU KUWAIT BOLIVIA MALAYSIA MALI URUGUAY MEXICO CHILE SOUTH AFRICA MOROCCO ARGENTINA NICARAGUA NORWAY PANAMA PERU POLAND PUERTO RICO SAUDI ARABIA SENEGAL SINGAPORE
600+ customers, engagements in over 50 countries
CHINA
KOREA JAPAN
TAIWAN HONG KONG
INDIA
THAILAND
PHILIPPINES
MALAYSIA
INDONESIA
AUSTRALIA
Plannin g for R12
A True Full-Service Option
E-Business Suite, Technology and Fusion Middleware Consulti ng
Simplify the complexity and cost o f IT management
Empower your staff with functional and technical education
Cost effective and accessibl e development
Plannin g for R12
Consulting Services Full Project Lifecycle Capabilities
Assessment and Strategic Planning
Global Prog ram/Project Management
Business Process Re-engineering
Applications and Technology Services Implementations, Upgrades and Migrations
Busi ness Intelligence & Reporting
Development & Database Services
Security & Identity Management
Plannin g for R12
Education Services Maximize the Value of your IT Investment
Functional and Technical Education Training
Busi ness Process/Procedures Documentation
Change Management & Planning
Custom Training Materials
Multiple formats:
eLearning / Web-based On site / Remote
Bootcamps
Train the Trainer
Plannin g for R12
Development Services Cost-effective and Accessible Development
Nearshore development
Staff leasing
Oracle ERP and CRM
J2EE and JAVA
Plannin g for R12
Support & Hosting Services Comprehensive Managed Services and Hosting
Planning Concepts Oracle R12 across the globe
Plannin g for R12
Rollout Options
Define a Global Process Model and then rollout t s o C
T i m e
Risk
Prioritize these variables when defining your implementation strategy
Plannin g for R12
Rollout Options Global Cut-over BIG BANG
Geographic Implementation
Phase 1 of 1 Business / Org. Unit 1
Business / Org. Unit 2
Business / Org. Unit 3
QTC
QTC
QTC
Phase 1
Phase 2
Phase 3
Business / Org. Unit 1
Business / Org. Unit 2
Business / Org. Unit 3
QTC PTP
PTP
MTE
MTE
PTP
PTP
MTE
MTE
Functional Implementation
Hybrid Implementation
Business Business Business / Org. / Org. / Org. Unit 1 Unit 2 Unit 3 Phase 1 Phase 2
Phase 2 Business / Org. Unit 1
PTP
QTC
MTE Phase 1
Phase 3
PTP
QTC MTE
Business / Org. Unit 2
Phase 3 Business / Org. Unit 3
Plannin g for R12
Rollout Options
Key factors to consider for each rollout model:
Benefits Risks Disadvantages Selection
criteria
Plannin g for R12
Global Implementation Considerations
s a c i r e m A
c i f i c a P a i s A
e p o r u E
Ensure consistent use of the system and its modules throughout the enterprise, respecting legal statutory Building Blocks • Leverage leading practices: – Standard Business Process Flows – Regional Specific Localizations
Standard Processes Global Design Model
– Organization Structure – Operating Units, Set of Books, Inventory Orgs
Foundation Framework
• Globalization of Operations: Regional Localizations
– Shared Global Masters – Integrated Business Processes – Language, Security, Workflow Controls – Standard Reporting Data Definitions
Plannin g for R12
Global Implementation Considerations • Utilize Global Definitions for key Master Data across the Enterprise • Utilize standards set for:
Customers
Items
Common Shared Data Model
– Chart of Accounts – Customer Information – Supplier Information – Items
Suppliers
Chart of Accounts
Employees
– Organization Structure – Employees (min. info)
Organization Structure
Plannin g for R12
Globalizations and Languages
Globalizations versus Localizations
Localizations vary by country and have design considerations
Apply
globalization patch sets early as your arrive to each region and understand implications on production
Apply
languages as required for forms, reports, segment values, lookups, responsibilities, menus, user messages, sub ledger fields
Understanding _TL tables and Oracle translated values versus user translated values and system functionality
Future patches will be applied in native language and then some will need to be translated and applied under Multiple Language Support
Leveraging the Approach Oracle R12 across the globe
Plannin g for R12
Change Management Training Project Lifecycle
Set goal to ensure knowledge sharing & transfer throughout the project’s lifecycle
Specific learning events will occur at certain points in the project lifecycle
Project Team Training - Oracle Applications Overviews - Tutor Documentation t r o f f E
Train- the --Trainer End User Training
Applications & Technology Training Classes
Advanced Training Classes
Coach/Mentor ( CRPs Hands --on) Tutor Documentation START - UP
PRODUCTION Time
Plannin g for R12
Project Approach & Methodology ITC Toolkit Project Materials
Util ize proven Oracle Application Implementation Methods (AIM)
EasiPath for Migration (EMM) – Upgrade
Oracle AIM for Business Flows Methodol ogy – Re-Implementation
Combine Methods for Migration & Implementation o f n ew p rocesses
Leverage ITC Oracle R12 Project Documentation & Templates
Project Management Plans, Status Repor ts (CR010 & WM020)
Business Requirements & Country Locali zatio ns (RD020 & RD030)
Application Configurat ion Param eter Guides (BR100)
Test Case Business Scenarios (TE040)
Others s uch Data Convers ion Strategy (CV010), Design Speci fications (MD050), etc.
Oracle Appl icatio ns Overview Traini ng Materials
Plannin g for R12
Assessment Approach Strategic Migration Roadmap Focus 1
2
3
4
Plan & Initiate An alysis St udy
Perform Business/System As sessm ent
Define & Map Future Solution
Prepare Implementation Options
As sessm ent Resu lt s
High Level Roadmap
Mobilize and Plan
Business Assessment
As sem bl e Team
Define Focus A reas for As ses sm ent
Map Requirements to R12
Perform Gap Analysi s
Confirm Participant Schedules
Evaluate Best Practice Business Models
Perform Delta Training
Prepare and Execute Project Kickoff
Conduct Process and Requirements Review Sessions
Gather and Review Existing Requirements and Process Documentation
Identify Pain Points i n the Process
Prioritize Improvement Opportuni ties and Value to the Business
Training Needs Analysis
RIE vs. Functio nality Review
Technology Assessment
Systems Integration Mapping
Upgrade enhancements, gaps, and solution review
Upgrade approach discussions, time lines, resources, etc
Training and Support Requirements
CR010 Proj ect Management Plan
High Level Project Plan
Plannin g for R12
Project Approach AIM for Business Flows For implementations and re-implementations, ITC propos es to complement Teletech’s Program Management approach and methodolo gy with Oracle’s AIM for Busi ness Flows.
Definition Project Planning
Conduct CRP 1.0 (Familiarization)
Elaboration
Build
Determine Exception Dispositions
Determine Exception Dispositions
Update Flows
Update Flows
Update Procedures
Update Procedures
Update Setups
Update Setups
Update Test Script
Update Test Script
Prepare CRP 2.0 Environment
Prepare CRP 3.0 Environment
Conduct CRP 1.0 (Mapping)
Conduc t CRP 2.0
Conduc t CRP 3.0
Identify Exceptions
Identify Exceptions
Identify Exceptions
Design Extensions
Perform Systems Integration Test
Conduct Business Ar ch it ect ur e Workshops
Prepare Custom Test Scripts
Create and test Custom Extensions
Transition
Production
Prepare Production Environment
Convert and Verify Data
Perform Accep tan ce Test
Begin Production
Maintain System
Propose Future Direction
Plannin g for R12
Process Methodology and Approach Global Design
Education
• Oracle Process Training • Introduce Standards concept • Localizations
Deployment Shared Design & Tools • COA • Supplier Structure • Customer Structure • Shared Value Definition • Conversion Strategy • MLS Strategy • Establish Project Controls • Establish Communication Plan • Establish Change Mgmt Plan • Define training program • Work plan creation
Definition
• Confirm & Validate Regional Deployment against Global Design Template
Elaboration
Build & Test
• Power user • End User training Training for UAT • Conference Room Pilot • User • Map and collect Acceptance Testing data • Sign Off of • Identify and processes resolve gaps • Identify add-ons (workflow, alerts, reports, FSGs, etc.) • Enter data • Identify country specific values
Transition
• End User Training • Cut over planning • Migrate configurations to production • Conversion • Cut over
Post Production Support • Staff augmentation post go live • On-site for major hubs • Consolidated for remaining sites
Plannin g for R12
Project Approach & Methodology Oracle’s Easipath Migration Method (EMM) R12 Migration Project Phases:
Project Management Business Requirements Review Requirements Mapping Update Migrate Appl. & Tech. Architecture Migrate Custom Extensions Data Migration Documentation Business System Testing Training Production Migration
Migration As sessm ent
Update & Test
Transition
Production
Plannin g for R12
Considerations for R12 Migration Upgrade vs. Re-Implement? Business Consolidation
Globalization
Merger & Acquisitions
Shared Services
Single Org or Multi-Org
Common Busi ness Process
Shared Services operating model
Central master data source
Simplified Reporting
Financial Consolidation
Business Intelligence
Real-Time Result
Reduces support costs
Minimize customization
Enhanced Performance
Leverage Oracle’s R&D
Upgrade or Re-implement?
Major Business Process Changes
Heavily Customized
No major process changes
Major Organizational restructuring
Multiple environments to be merged
No major Organizational restructuring
Significant Set-up changes required e.g. new COA
New Application to be implemented
COA Unchanged
Geographic Expansion e.g. new country roll out
Historical data can be viewed separately
Current system is clean, reconciled and up-to-date
Re-implement on R12
Upgrade to R12
Plannin g for R12
Global Program Management Effective Program Management is the foundation for a successful project Program Management Project Management
Change Management
Planni ng & Tracking
Knowledge Management
Document Management
Scheduling
Organizational Change Management
Budgeting & Financials
Executive Alignment
Management Reporting
Vendor Management
Issue Management
Test Case Management
Project Rollups
Risk Management
Know ledge Transfer
Dependency Management
Change Contr ol
Deliverable Reuse
Requi rements Management Collaboration
PMO Tools
Quality
PMO Processes
PMO
PMO Competencies
Some of the New Features Oracle R12 Enhancements
Plannin g for R12
Oracle R12 Migration Considerations and Advantages
Enhanced User Experience
1
Multi Org Changes and MOAC
6
2
eBusiness Tax
7
Highly Configurable – personalizations, OA Framework, BI Publis her
3
Subledger Accounting and secondary ledgers
8
Match ing COGS to Revenue and Subinventory Accounting changes
4
Payments – TCA for Suppliers and Banks
9
Enhanced Securit y
5
Enhanced Bu siness Process Mgmt.
10
Simplif ied flows & Interfaces
Over 2,500 enhancements
Lessons Learned Oracle R12 potential gotcha
Plannin g for R12
Business Trade Offs
Phase in approach to R12 – upgrade first then gradually implement enhancements
Go live with ‘Big Bang’ approach (Major Business Transformation)
R12 has a larger footprint
Longer timeline required
need to evaluate the computer resources, server capacity
R12 upgrade vs. upgrade to 11.5.10
Leverage the benefits and n ew features of R12
Avoid
the necessity to engage in another project down the road
Plannin g for R12
Additional Lessons Learned
Not Your Father’s 11i Apps architecture –
Incomplete setups in 11i will cause problems
Diagnostics can be run on each application VERY HELPFUL!
AVOID DATA CORRUPTION
Not a one to one relationsh ip
Complete all payments i n Payables and transfer them to the General Ledger before the migration
Do not make assumptions on R12 functionality
TEST!
Changed names of standard reports did not get upgraded
Migration issues:
Data needs t o be verified and t ested
Scrub!
Plannin g for R12
R12 Perspective
We strongly recommend formal R12 Training
Confirm detailed requirements and process
Start Development early
Create unit sc ripts and busi ness scenarios which reflect the requirements and are audi table
Functionality replacements
The R12 Receivables’ ‘Advanced Collections’ replaces 11i’s collections function
The R12 ‘Payment Manager’ replaces the 11i payment function
Update the closing process checklist
End users need to thorou ghly test and sign off prior to Go-Live
Ensure end users are trained
Engage, Engage, and Engage the business…..
Planning for Oracle R12
Click here to download white papers on R12 from our “ Is R12 Right for You?” resources page
OAUG & IT CONVERGENCE Plannin g for R12
R12
Preparing for an Oracle R12 Upgrade Oracle R12 HRMS Recruit to Pay Oracle R12 HRMS - Implement Oracle HR Incorporating Localizations into an Oracle Footprint Expediting Month End Close with Oracle R12 Documentation and Compliance with Oracle Tutor & UPK Oracle's Discrete Manufacturing Process Oracle R12 Financials New Features Oracle R12 Supply Chain New Features BUSINESS INTELLIGENCE
OBIEE for Administrators OBIEE for End Users Reporting Options for Oracle E-Business Suite ORACLE 11g
Oracle 11g Real Application Clusters Administration ORACLE 10g
Oracle 10g Database Administration
www.itconvergence.com/workshops
Plannin g for R12