A Primer on Upgrading to 11i New York, NY September 21, 2004 New York Metro Area User Group Day Heidi Zee, Director of Ser...
Contents <ul><li>Background </li></ul><ul><li>11i Upgrade Considerations </li></ul><ul><li>11i Upgrade Approach </li></ul>...
Background <ul><li>Heidi Zee </li></ul><ul><ul><li>Director of Service Quality – methodology, risk mitigation, project tro...
11i Upgrade Business Drivers <ul><li>Newer release of Oracle has enhanced functionality which can: </li></ul><ul><ul><li>A...
11i Upgrade vs. Re-implementation? <ul><li>What’s the difference? </li></ul><ul><ul><li>Upgrade </li></ul></ul><ul><ul><ul...
11i Upgrade vs. Re-implementation? (cont’d) <ul><li>Upgrade if possible </li></ul><ul><li>Re-implementation is necessary w...
Preparing for the Upgrade <ul><li>When to start planning for the 11i upgrade </li></ul><ul><ul><li>Business drivers </li><...
Developing an Effective Upgrade Plan <ul><li>Important planning considerations </li></ul><ul><ul><li>Treat all activities ...
Upgrade Risks <ul><li>Identifying risks means understanding your environment - be honest </li></ul><ul><ul><li>People </li...
Upgrade Risks (cont’d) <ul><li>Production outages - upgrades require production outages during cutover </li></ul><ul><li>O...
Implementation Approach
Implementation Approach
Upgrade Approach
Case Studies <ul><li>Comcast Cable </li></ul><ul><li>Webster Bank </li></ul><ul><li>New Line Cinema </li></ul>
Case Study - Comcast Cable <ul><li>Client: </li></ul><ul><ul><li>Largest cable company in the world with approximately 22 ...
Case Study - Comcast Cable (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Buy $4 billion in capital expenditures, no s...
Case Study - Webster Bank <ul><li>Client: </li></ul><ul><ul><li>Webster Bank regional commercial and retailing banking ins...
Case Study - Webster Bank (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Lack of formal documentation </li></ul></ul><...
Case Study - New Line Cinema <ul><li>Client: </li></ul><ul><ul><li>NewLineCinema distributor and producer of theatrical fi...
Case Study - New Line Cinema (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Windows NT platform – limited documentatio...
Question and Answers ???
Thank You Heidi Zee ThoughtDigital Director of Service Quality (212) 590-2553 [email_address]
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Upgrading to 11i

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Upgrading to 11i

  1. 1. A Primer on Upgrading to 11i New York, NY September 21, 2004 New York Metro Area User Group Day Heidi Zee, Director of Service Quality
  2. 2. Contents <ul><li>Background </li></ul><ul><li>11i Upgrade Considerations </li></ul><ul><li>11i Upgrade Approach </li></ul><ul><li>Case Studies </li></ul>
  3. 3. Background <ul><li>Heidi Zee </li></ul><ul><ul><li>Director of Service Quality – methodology, risk mitigation, project troubleshooting </li></ul></ul><ul><ul><li>10 years experience implementing Oracle Applications at PWC and IBM </li></ul></ul><ul><ul><li>Global implementations and rollouts, business process improvement </li></ul></ul><ul><li>ThoughtDigital </li></ul><ul><ul><li>Oracle E-Business Suite focused consultancy </li></ul></ul><ul><ul><li>Offices in New York, Redbank NJ, Reston VA, Pittsburgh PA </li></ul></ul><ul><ul><li>40 consultants with an average 10 years E-Business Suite experience </li></ul></ul><ul><ul><li>70% Full-lifecycle implementations </li></ul></ul><ul><ul><li>30% re-implementation/upgrades </li></ul></ul><ul><ul><li>Certified Oracle Partner </li></ul></ul>
  4. 4. 11i Upgrade Business Drivers <ul><li>Newer release of Oracle has enhanced functionality which can: </li></ul><ul><ul><li>Automate additional business processes </li></ul></ul><ul><ul><li>Eliminate cost and maintenance of custom functionality </li></ul></ul><ul><li>Change in business model: </li></ul><ul><ul><li>Chart of accounts redesign </li></ul></ul><ul><ul><li>M&A activity </li></ul></ul><ul><ul><li>Centralized business systems </li></ul></ul><ul><li>Oracle no longer supporting current version of module or application </li></ul><ul><li>Instance consolidation </li></ul><ul><li>Sarbanes-Oxley requirements </li></ul>
  5. 5. 11i Upgrade vs. Re-implementation? <ul><li>What’s the difference? </li></ul><ul><ul><li>Upgrade </li></ul></ul><ul><ul><ul><li>Same platform </li></ul></ul></ul><ul><ul><ul><li>Apply patches </li></ul></ul></ul><ul><ul><ul><li>Run through upgrade checklist </li></ul></ul></ul><ul><ul><ul><li>Validate customizations still apply </li></ul></ul></ul><ul><ul><ul><li>No changes to flexfield structures </li></ul></ul></ul><ul><ul><li>Re-implementation </li></ul></ul><ul><ul><ul><li>Different platform </li></ul></ul></ul><ul><ul><ul><li>Similar to implementation </li></ul></ul></ul><ul><ul><ul><li>Validate customizations still apply </li></ul></ul></ul>
  6. 6. 11i Upgrade vs. Re-implementation? (cont’d) <ul><li>Upgrade if possible </li></ul><ul><li>Re-implementation is necessary when: </li></ul><ul><ul><li>Business </li></ul></ul><ul><ul><ul><li>Significant change in business model </li></ul></ul></ul><ul><ul><ul><li>Consolidation of business units </li></ul></ul></ul><ul><ul><ul><li>Opportunity to change business process </li></ul></ul></ul><ul><ul><ul><li>How important is transaction history? – if hasn’t changed much, then just upgrade </li></ul></ul></ul><ul><ul><ul><li>Evaluate timing of initial implementation – business changes </li></ul></ul></ul><ul><ul><li>System </li></ul></ul><ul><ul><ul><li>Change key flexfields </li></ul></ul></ul><ul><ul><ul><li>Take advantage of certain functionality which requires very different configuration: </li></ul></ul></ul><ul><ul><ul><ul><li>Turn on average daily balance </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Encumbrance accounting (budgetary control) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Intercompany – adding a new segment </li></ul></ul></ul></ul>
  7. 7. Preparing for the Upgrade <ul><li>When to start planning for the 11i upgrade </li></ul><ul><ul><li>Business drivers </li></ul></ul><ul><ul><li>Experienced user base, looking to leverage new functionality </li></ul></ul><ul><ul><li>Typically assess 3-5 years after initial implementation </li></ul></ul><ul><li>How to build internal support for the 11i Upgrade </li></ul><ul><ul><li>Executive sponsorship </li></ul></ul><ul><ul><ul><li>Business improvement project – not an IT project </li></ul></ul></ul><ul><ul><ul><li>Executive sponsor from the business side </li></ul></ul></ul><ul><ul><li>Gain input from the user base, get initial buy-in from those who are most affected </li></ul></ul>
  8. 8. Developing an Effective Upgrade Plan <ul><li>Important planning considerations </li></ul><ul><ul><li>Treat all activities like a new implementation </li></ul></ul><ul><ul><li>Resources who understand both releases </li></ul></ul><ul><ul><li>Understand the customizations </li></ul></ul><ul><ul><ul><li>Full catalog – make sure you don’t leave anything behind </li></ul></ul></ul><ul><ul><ul><li>11i functionality eliminate need to carry over </li></ul></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Testing, testing, testing </li></ul></ul><ul><ul><li>Strong database administration skills (upgrade, not re-imp) </li></ul></ul><ul><li>Key components of an effective plan </li></ul><ul><ul><li>Enough time to assess business processes and confirm business requirements </li></ul></ul><ul><ul><li>Enough time for testing of functional upgrade, technical customizations, and integration testing </li></ul></ul><ul><ul><li>A minimum of three iterations of the upgrade cycle (upgrade, not re-imp) </li></ul></ul>
  9. 9. Upgrade Risks <ul><li>Identifying risks means understanding your environment - be honest </li></ul><ul><ul><li>People </li></ul></ul><ul><ul><ul><li>Time commitment - is the staff able to support and contribute to an upgrade? </li></ul></ul></ul><ul><ul><ul><li>Oracle “fluency” – are they ready to take on more functionality and potential complexity? </li></ul></ul></ul><ul><ul><li>Processes </li></ul></ul><ul><ul><ul><li>Effectiveness of current business processes - are things working properly? </li></ul></ul></ul><ul><ul><ul><li>Timing for the business – is this going to coincide with a particularly busy time of year for sales? </li></ul></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><ul><li>Current issues with functionality or user performance - does the current system support the business needs? </li></ul></ul></ul><ul><ul><ul><li>Database and operating system growth - can it handle changes required by an upgrade? </li></ul></ul></ul>
  10. 10. Upgrade Risks (cont’d) <ul><li>Production outages - upgrades require production outages during cutover </li></ul><ul><li>Oracle patches – upgrades rely heavily on patches and potentially Oracle Support </li></ul><ul><li>Risk mitigation strategies </li></ul><ul><ul><li>Track risks upfront before they become issues </li></ul></ul><ul><ul><li>Communicate expectations and timing sooner rather than later </li></ul></ul><ul><ul><li>Be clear about TAR’s management and Oracle Support relationship </li></ul></ul><ul><ul><li>Budget enough trials to accurately estimate Production cutover timeline </li></ul></ul><ul><ul><li>Budget enough resources and time to migrate complex customizations if necessary </li></ul></ul>
  11. 11. Implementation Approach
  12. 12. Implementation Approach
  13. 13. Upgrade Approach
  14. 14. Case Studies <ul><li>Comcast Cable </li></ul><ul><li>Webster Bank </li></ul><ul><li>New Line Cinema </li></ul>
  15. 15. Case Study - Comcast Cable <ul><li>Client: </li></ul><ul><ul><li>Largest cable company in the world with approximately 22 million subscribers </li></ul></ul><ul><ul><li>Key Business Driver - Oracle de-supporting 10.7 character </li></ul></ul><ul><ul><li>Over 1200 users </li></ul></ul><ul><li>Timeline: </li></ul><ul><ul><li>2003 – initial upgrade planning, prototype developed as upgrade proof of concept (sample of each business unit, re-implemented) </li></ul></ul><ul><ul><li>2004 – upgrade from 10.7 to 11.5.9 </li></ul></ul><ul><li>Project Highlights: </li></ul><ul><ul><li>Reimplementation </li></ul></ul><ul><ul><li>GL, AP, PO, INV, PA, FA </li></ul></ul><ul><ul><li>8 months, 5 people </li></ul></ul>
  16. 16. Case Study - Comcast Cable (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Buy $4 billion in capital expenditures, no systematic process to track/control </li></ul></ul><ul><ul><li>$130 billion assets managed by spreadsheet – conversion, design FA process </li></ul></ul><ul><ul><li>Conversion volumes – tuning, rewrote standard imports </li></ul></ul><ul><ul><ul><li>18 million journal lines </li></ul></ul></ul><ul><ul><ul><li>300,000 PO lines </li></ul></ul></ul><ul><ul><ul><li>1 million inventory items </li></ul></ul></ul><ul><ul><li>3 million AP invoices processed annually – maintain controls, seamless transition </li></ul></ul><ul><li>Results: </li></ul><ul><ul><li>Streamline capital purchase process </li></ul></ul><ul><ul><li>Eliminated custom application (10.7) leveraging standard 11i functionality </li></ul></ul><ul><ul><li>Considerably improved conversion metrics (e.g. item import 80 hours  16 hours) – minimal break in production during cutover </li></ul></ul>
  17. 17. Case Study - Webster Bank <ul><li>Client: </li></ul><ul><ul><li>Webster Bank regional commercial and retailing banking institution in CT </li></ul></ul><ul><ul><li>$16 billion in assets </li></ul></ul><ul><ul><li>Key Business Driver - leveraging New Release 11i Functionality </li></ul></ul><ul><li>Timeline: </li></ul><ul><ul><li>Late 1990’s – initial Implementation </li></ul></ul><ul><ul><li>2003 – upgrade from Release 11 to 11.5.9 </li></ul></ul><ul><li>Project Highlights: </li></ul><ul><ul><li>Upgrade – not reimplementation </li></ul></ul><ul><ul><li>Extensive User Workshops </li></ul></ul><ul><ul><li>GL, AP, FA, iExpenses </li></ul></ul><ul><ul><li>10 weeks, average 3 consultants </li></ul></ul>
  18. 18. Case Study - Webster Bank (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Lack of formal documentation </li></ul></ul><ul><ul><li>Data corruption problems - required resolution by ThoughtDigital before the upgrade could be performed </li></ul></ul><ul><ul><li>Redesign i-Expense workflow process for over 1500 users </li></ul></ul><ul><li>Results: </li></ul><ul><ul><li>Upgrade performed without disruption to Webster’s ongoing operations </li></ul></ul><ul><ul><li>Effectively implemented many new Release 11i features and processes </li></ul></ul><ul><ul><li>Eliminated customizations to simplify Webster’s new environment </li></ul></ul>
  19. 19. Case Study - New Line Cinema <ul><li>Client: </li></ul><ul><ul><li>NewLineCinema distributor and producer of theatrical films, division of Time Warner </li></ul></ul><ul><ul><li>New Line Cinema Home Video, Marketing business units </li></ul></ul><ul><ul><li>Key Business Driver - staying current with technology </li></ul></ul><ul><li>Timeline: </li></ul><ul><ul><li>2000: initial implementation 11.0.3 </li></ul></ul><ul><ul><li>2004: upgrade 11.5.9 </li></ul></ul><ul><li>Project Highlights: </li></ul><ul><ul><li>Upgrade – not re-implementation </li></ul></ul><ul><ul><li>GL, AP, CM, PO, FA, PA </li></ul></ul><ul><ul><li>20 week project, average 3.5 TD resource </li></ul></ul><ul><ul><li>4 upgrade iterations </li></ul></ul>
  20. 20. Case Study - New Line Cinema (cont’d) <ul><li>Challenges: </li></ul><ul><ul><li>Windows NT platform – limited documentation or troubleshooting support </li></ul></ul><ul><ul><li>170 systems for imaging (scanned/attached AP invoices) – highly customized </li></ul></ul><ul><ul><li>“Rapid PO” customization – complex custom user interface not migrated, but recreated to leverage new 11i functionality and maintain simplicity of use </li></ul></ul><ul><li>Results: </li></ul><ul><ul><li>Users found “Rapid PO” more user friendly and intuitive than before </li></ul></ul><ul><ul><li>Upgraded to more stable 11.5.9 environment – allows to expand the Oracle footprint to include additional business processes and business units </li></ul></ul>
  21. 21. Question and Answers ???
  22. 22. Thank You Heidi Zee ThoughtDigital Director of Service Quality (212) 590-2553 [email_address]

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