Analyzing Planning and Executing an R 12 EBS

Analyzing, Planning, and Executing an R 12 EBS Upgrade Pete Wolffe Senior Manager Bearing. Point January 22, 2009

Agenda and Purpose Walk through steps in preparing for and managing an upgrade to R 12, including Decision making Identifying objectives Scope and approach Organization and team preparation Oracle tools and resources Timeline planning Testing tips This presentation is intended primarily for people who are helping to evaluate or manage an upgrade, but it also contains valuable information for anyone who might be involved in the upgrade process. © 2009 Bearing. Point, Inc. 2

We are a Top Tier Oracle Partner Selected for our: Demonstrated technical skills Leadership position in key markets Understanding of customer requirements Knowledge transforming traditional business practices with Oracle products Participation in strategic product and industry-focused solution development Dedicated Oracle sales team Significant contributions to Oracle’s success © 2009 Bearing. Point, Inc. 3

Recognition for Market and Technology Leadership 2008 Titan Award – Honorable Mention: Industry Solution Oracle 2008 Titan Award – Honorable Mention: E-Business Suite Solution Oracle 2007 Partner of the Year Hyperion 2007 Portal Developer of the Year Award Oracle Magazine 2006 Titan Award Winner - Business Intelligence Oracle 2006 Showcase of the Year – Applications Oracle 2005 Showcase of the Year – EBS Oracle 2005 ASPAC Best Partner of the Year Hyperion 2004 Siebel Gold Star – 12 th quarter in a row Siebel 2004 Showcase of the Year – FIN Oracle 2003 E-Business Partner of the Year Oracle 2003 E-Business Suite of the Year - EBS sales #1 Oracle 2003 Global Systems Integrator of the Year Hyperion 2002 Showcase of the Year – SCM Oracle 2001 Outstanding Oracle Practice Oracle 2001 Gartner CRM Implementation of the Year Siebel 2001 e. Customer World Best Mobile CRM Solution Golden Award Siebel 2000 Top Performing Integrator in OPP program Oracle © 2009 Bearing. Point, Inc. 4

Qualifications and Readiness R 12 Projects Established regional central bank Large US integrated steel company Large integrated manufacturer and marketer for the nonresidential construction industry Bearing. Point Methodology assets include more than 1000 documents (set-up guides, process descriptions, and training guides, etc. ) covering core modules. Of these, more than 70% are completely updated to R 12. © 2009 Bearing. Point, Inc. 5

Overview – Upgrade Steps © 2009 Bearing. Point, Inc. 6

Upgrade Steps © 2009 Bearing. Point, Inc. 7

Evaluate Identify and Prioritize Upgrade Drivers and Objectives © 2009 Bearing. Point, Inc. 8

Evaluate R 12 Highlights Oracle development has focused on improving the ability of EBS to better manage complex global businesses, especially where organizations are centralizing their applications into a shared service environment. 18 new products with almost 2500 enhancements, including Ledgers and Ledger Sets - replace Sets of Books Financials Accounting Engine - Subledger Accounting Tax Engine - E-Business Tax Cross Organization Responsibilities - MOAC © 2009 Bearing. Point, Inc. 9

Evaluate Architecture and Technology Changes Redesigned workflows Upgraded user interface based on People. Soft More Personalizations Expanded use of BI Publisher and Fusion Middleware Increased Performance Lowered IT costs through hardware consolidation and virtualization Improved integration with Oracle Identity Management Reduced production downtime for patch applications © 2009 Bearing. Point, Inc. 10

Evaluate Technical Considerations Implement significant technical advances available in R 12 for business benefits you may need ─ High-Availability and Scalability using Oracle Database Cluster (10 g. RAC) and Oracle Applications Cluster with Load-balancing ─ Business Continuity and Disaster Recovery using Oracle Database Physical Data. Guard across remote data-centers ─ Oracle Automated Storage Management (ASM) for a variety of storage solutions ─ Advanced Security for External Users (e. g. , for i. Support Portal) ─ Use of Single Sign-on / integration with Oracle IDM ─ Use of Oracle Application Integration Architecture (AIA) based on Fusion Middleware / SOA © 2009 Bearing. Point, Inc. 11

Evaluate ORACLE EBS SUPPORT SCHEDULE RELEASE GENERAL # AVAILABILITY PREMIER EXTENDED SUSTAINING 11. 0. 3 MAY 99 FEB 07 not offered JAN 09 11. 5. 1 – 11. 5. 6 MAY 00 - JAN 02 JUL 06 “ indefinite 11. 5. 7 MAY 02 MAY 07 “ “ 11. 5. 8 NOV 02 NOV 07 “ “ 11. 5. 9 JUN 03 JUN 08 “ “ 11. 5. 10 NOV 04 NOV 09 NOV 12 “ 12. 0. 0 JAN 07 JAN 12 JAN 15 “ 12. 0. 1 APR 07 APR 12 APR 15 “ 12. 0. 2 JUL 07 JUL 12 JUL 15 “ 12. 0. 3 OCT 07 OCT 12 OCT 15 “ 12. 0. 4 JAN 08 JAN 13 JAN 16 “ 12. 0. 5 Oracle 12. 0. 6 SUPPORT END DATES MAY 08 MAY 13 MAY 16 “ will support 11. 5. 10 and 12+ upgrades to Fusion NOV 08 NOV 13 NOV 16 “ © 2009 Bearing. Point, Inc. 12

Upgrade Steps © 2009 Bearing. Point, Inc. 13

Plan Define Appropriate Scope Combine with hardware or OS upgrade Instance merge into single, global instance Deploy new (required) functionality Deploy new (optional) functionality Right-Sized Phasing – Risk vs. Return © 2009 Bearing. Point, Inc. 14

Plan Define Approach Upgrade vs. Re-Implementation Replace customizations Retool processes Take advantage of simplification

Plan Customizations Revisited… 1. Inventory What are they? What tools were they built with? Are they still required? - Obsolete functionality - Replaced by new features 2. Future Approach Configuration, not customization Conform to Fusion architecture 3. Result Reduced maintenance cost Reduced risk of architecture obsolescence Easier to upgrade © 2009 Bearing. Point, Inc. 16

Plan Current Release Upgrade Path 11. 0. 3 or 11. 5. 1 - 11. 5. 7 1) 11. 5. 10 CU 2 2) R 12 11. 5. 8 - 11. 5. 10 1) R 12 Recommend required upgrade to 10 g database be done in advance of R 12 upgrade © 2009 Bearing. Point, Inc. 17

Upgrade Steps © 2009 Bearing. Point, Inc. 18

Prepare Organization Preparation Take into account above scope Change Management ─ Data Model ─ Functionality (esp. Financials) Build Momentum from Executives through to Users Involve Business Owners © 2009 Bearing. Point, Inc. 19

Prepare Assemble the Team Best and Brightest Plan to Bolster Weak Areas ─ Assess

Sample Project Organization Chart © 2009 Bearing. Point, Inc. 21

Prepare Take Advantage of Available R 12 Content (https: //metalink. oracle. com/) Online Training (403349. 1) Upgrade Resources (461705. 1) Oracle Applications Upgrade Guide (E 12011 -02) Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11 i to Release 12 (B 31543 -01) R 12 Release Notes, Release Content Documents (404152. 1) Documentation Resources R 12 (394692. 1) © 2009 Bearing. Point, Inc. 22

Prepare Pre-Upgrade Tasks Use TUMS to eliminate unnecessary upgrade tasks Reduce upgrade downtime – Upgrade Guide: Release 11 i to Release 12 Reducing Downtime (Upgrade Guide, Appendix E) Upgrade by Request (Upgrade Guide, Appendix G) – Convert to Multi Org – Convert to OATM – Upgrade database to 10 g Record duration of each step during test upgrade Make a valid back-up before both the database and applications upgrades © 2009 Bearing. Point, Inc. 23

Prepare Sample High Level Plan © 2009 Bearing. Point, Inc. 24

Upgrade Steps © 2009 Bearing. Point, Inc. 25

Execute Reference Oracle Applications Upgrade Guide: Release 11 i to Release 12 © 2009

Execute Maintenance Wizard (215527. 1) Step-by-step, graphical user interface for performing upgrade tasks Consolidates instructions from multiple sources to present a comprehensive upgrade picture Reduces upgrade tasks by filtering out those that do not apply to you (using TUMS) Indicates critical patches that your system requires Can automatically execute upgrade tasks for you © 2009 Bearing. Point, Inc. 27

Execute Use the latest patch set to eliminate known issues (557869. 1) © 2009

Execute Notes on Testing Leverage 11 i test scripts updated to reflect new, relevant R 12 functionality and process changes Test all business flows and scenarios using both new and existing data Test workflows in process Execute multiple testing rounds and budget enough time for issue resolution ─ Perform at least 2 successful test upgrade cycles before upgrade cutover ─ If changing OS (e. g. , Unix to Linux, or Windows to Unix/Linux), add another successful test cycle © 2009 Bearing. Point, Inc. 29

Execute Notes on Testing (cont. ) Perform adequate load and volume testing Time the

Upgrade Steps © 2009 Bearing. Point, Inc. 31

Maintain Leverage Documentation and Training Tools 11 i Repository ─ Test Scripts ─ Set-up

In Summary… R 12 is the right direction…. Richer functionality in Financials and Procurement Technical Installation Is Much Quicker XML / BI Publisher provides Greater Flexibility Tax Engine is Much Different Make Sure You’re Prepared and Test, Test! © 2009 Bearing. Point, Inc. 33

Bibliography 1. Carlson, Anne et. al. “Best Practices for Adopting Oracle E-Business Suite, Release 12”. June 2008, https: //metalink. oracle. com, Metalink doc #580299. 1. 2. Keller, Kelton and Umarji, Sanjay. “Upgrading to Oracle E-Business Suite Release 12: Best Practices and Lessons Learned”. April 2008, www. oaug. com, OAUG Collaborate ’ 08. 3. “Oracle E-Business Suite Upgrade Resources”, May 2008, https: //metalink. oracle. com, Metalink doc #461705. 1. 4. Ram, Deep. “Upgrading Oracle Applications to R 12. SROAUG News p. 4 -15, October 2007, http: //sroaug. org/News/SRNL 1601. pdf. 5. Rashid, Mohammed and Riswan, M. K. “R 12 Upgrade !!! Maintenance Wizard made it easy”. April 2008, www. oaug. com, OAUG Collaborate ‘ 08. 6. Rayner, Nigel and Genovese, Yvonne. “Planning for Oracle E-Business Suite Release 12”. August 2007, www. mediaproducts. gartner. com , Gartner RAS Core Research Note Goo 150140. 7. Sackett, Marcella and Janas, Gary. “R 12 Upgrade Project: An Overview of the Joys and Pains”. April 2008, www. oaug. com, OAUG Collaborate ’ 08. Vucinic, Sandra. “Get Ready for EBS Release 12! Tasks to complete now to ease R 12 upgrade process”. April 2008, www. oaug. com, OAUG Collaborate ’ 08. 9. Webb, Glenn. “Considering an Upgrade to E-Business Suite 11. 5. 10. 2 or R 12? Learn From a Recent R 12 Upgrade”. April 2008, www. oaug. com, OAUG Collaborate ‘ 08. 10. Weinstein, Eugene and Yam, Sharon. “Upgrading to E-Business Suite R 12 – Best Practices”. Oracle E -Business Suite Technology, July 2008, http: //blogs. oracle. com/steven. Chan/2008/07/. 11. Yu, Kai and Tao, John. “Case Study: Implementing Oracle E-Business Suite R 12 Through 11 i to R 12 Upgrade Path”. April 2008, www. oaug. com, OAUG Collaborate ’ 08. © 2009 Bearing. Point, Inc. 34