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Upgrading toOracle eBusiness Suite 12.1.3:   the Value Proposition         Jeannie Dobney andLoretta Bayliss - Prescience ...
Agenda• Should you consider an upgrade?  (Paper presented from the perspective of R12.0  users, but also largely applicabl...
E-Business Suite Support Timelines                             5 Yrs of Premier and 3 Yrs of Extended Support          200...
What does Extended Support mean?Has the following differences to Premier Support:• Instead of "Certification with most new...
Sustaining SupportSounds OK but does not include:• New updates, fixes, security alerts, data fixes,  and critical patch up...
Oracle’s RoadmapTo better understand Oracle’s technologyroadmap, download the presentation fromSteven Chan’s blog (link in...
Is There an Alternative?• Rimini Street webinar (with Forrester input):  “Do you need another costly ERP upgrade?”  (http:...
Forrester’s Upgrade Pros and Cons             The most comprehensive Oracle applications & technology content under one roof
Consider the OptionsForrester’s alternative strategies for your Apps:1. Get on the latest release and stay current2. Outso...
Upgrades: Additional Perspectives• John Stouffer’s OAUG paper R12 Apps DBA 101:  – ATG integrated technology underlies all...
Reproduced from Kent Gabriel’s paper                       “Oracle R12 upgrade vs. re-implementation”The most comprehensiv...
From John Stouffer’s Papers:• R12 is constantly changing – it is the DBA’s job  to monitor (!)• The biggest risk of not up...
And the Learning Curve…• Consider regular upgrades as a way of  breaking the technology learning curve into  bite size jun...
Preparing…•   Move to the Latest Applications Releases•   Prepare a Roadmap to Evolve to Fusion App’s•   Inventory your En...
Upgrade to R12For those who aren’t already on R12.0:• Involves major changes for Finance  Applications: not just a technic...
So What’s on Offer in R12.1.3• Less functional change 12.0 → 12.1  than 11i → 12.0• However….  Probably enough user interf...
User InterfaceEnhancementsHomepagenavigation menu tree                       The most comprehensive Oracle applications & ...
Configurable HomePage       The most comprehensive Oracle applications & technology content under one roof
User Interface Enhancements          The most comprehensive Oracle applications & technology content under one roof
In Line Look-Ahead LoV’sAs you type,the system popsopen LoV options- click to select.Attachments alsohave in-line add,dele...
Secure Search Functionality         The most comprehensive Oracle applications & technology content under one roof
Reporting• Most reports now migrated to BI-publisher• FSG reports published natively as Excel files• FSG’s with page expan...
Other Features• Context sensitive flexfield support in OAF pages• Personalise any OAF page by adding a Print  button to pu...
Record History in OAF Pages• Row Who / Record History for OAF pages• Set Profile FND: Record History Enabled to Yes• May a...
Financials• Budget wizard now supports selection of  account ranges using low and high segment  values (rather than accoun...
Financials• Payroll now posts through SLA• Subcontractor management for E&C  holds applied in AP unless released in  Purch...
Procurement• iSupplier Portal user visibility of AP/AR netting• Oracle Procurement Contracts (new App)  including Delivera...
Projects• Self Service Expenditure Inquiry• Supplier Cost Dashboard• Reporting Pack for BI-Publisher Reports, incl.  – Com...
iSetUp• Configuration management tool that is built  and maintained specifically for Oracle EBS• Manual configurations can...
Oracle Application Testing Suite            (OATS)                                          1. Oracle Load Testing – scala...
Key My Oracle Support Docs• MOS # 806593.1 - R12.1 Info Center• MOS # 1080606. 1 – List of Helpful R12 Upgrade Notes• MOS ...
Upgrading toOracle eBusiness Suite 12.1.3:     The Value Proposition               Loretta Bayliss      Managing Director,...
Agenda•   Driving the change•   A typical upgrade•   Planning is paramount•   Tips for a successful upgrade•   Areas of kn...
Driving the ChangeWhy bother? • Loss of support for current platform; • Expanding Oracle footprint and required   function...
A better known quantityAnd better the devil we know … A number of                           Many others are mid- organisat...
A Typical UpgradeProcess Flow               The most comprehensive Oracle applications & technology content under one roof
A Typical UpgradeCritical Steps                 The most comprehensive Oracle applications & technology content under one ...
Planning your UpgradeBusiness + Technical The planning process needs to be comprehensive and must address both business an...
Ensuring SuccessBuild a Repeatable Process … •   Secure – active executive sponsorship & support •   Communicate – transpa...
Ensuring Success… and learn from Lessons Learned! R12 is not your standard upgrade process, especially if you are moving f...
Areas of known complexityPayments Engine The revised payments engine, with its close integration with both procurement and...
Areas of known complexitySub-Ledgers The GL has been subjected to a significant architectural change under R12, with the i...
Areas of known complexityTax The tax module is new under R12 and due to its core nature and integration with a number of o...
Areas of known complexityHistorical Data Conversion • Although the data “conversion” is executed by the technical   upgrad...
Areas of known complexityHistorical Data Conversion • A common observation has been made by all organisations   Prescience...
Areas of known complexityPerformance • Evidence from upgrades performed by other Oracle customers   suggests that the R12 ...
Areas of known complexityPost upgrade processing Evidence from upgrades performed by other Oracle customers suggests that ...
Wrapping it upComprehensive planning is mandatory                     The most comprehensive Oracle applications & technol...
Wrapping it upDetermine why … • Define the key objective or outcome for your   organisation that is driving the upgrade   ...
Wrapping it upAnd then execute with discipline … • Tailor the “typical” upgrade process to address   this and create:    •...
Questions & Comments            The most comprehensive Oracle applications & technology content under one roof
From the coal faceHein Bouman, Information Systems Manager, Tourism Australia       Prescience Technology is on our Oracle...
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E-Business Suite 2 | Jeannie Dobney | R12.1.3 - The business case.pdf

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Transcript of "E-Business Suite 2 | Jeannie Dobney | R12.1.3 - The business case.pdf"

  1. 1. Upgrading toOracle eBusiness Suite 12.1.3: the Value Proposition Jeannie Dobney andLoretta Bayliss - Prescience Technology (Updated slides from jdobney.com) The most comprehensive Oracle applications & technology content under one roof
  2. 2. Agenda• Should you consider an upgrade? (Paper presented from the perspective of R12.0 users, but also largely applicable to 11.5).• What’s on offer in 12.1.3?• Upgrade experiences The most comprehensive Oracle applications & technology content under one roof
  3. 3. E-Business Suite Support Timelines 5 Yrs of Premier and 3 Yrs of Extended Support 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Nov 201011.5.10 Premier Extended Sustaining Nov ‘13 Uplift Fee waived until Nov ’11* instead of starting on Nov 10R12 Premier Extended Sustaining GA Jan ‘12 Jan ‘15 Apr 2009R12.1 Premier Extended Sustaining GA May ‘14 May ‘17 * More info: http://www.oracle.com/support/library/extended-support-faq.pdfR12.0 Premier Support Ends in Jan 2012…. This slide is adapted from an Oracle presentation at Collaborate 2010 The most comprehensive Oracle applications & technology content under one roof
  4. 4. What does Extended Support mean?Has the following differences to Premier Support:• Instead of "Certification with most new third-party products/versions", its "Certification with most existing third-party products“• Instead of "Certification with most new Oracle Products", its "Certification with most existing Oracle products"• Extended Support costs 10% extra in year 1 and 20% extra in year 2 and year 3 (Note: Oracle has waived first year fees for E-Business Suite)• You do not have to purchase Extended Support. You can choose to move straight to Sustaining Support from Premier Support From Solution Beacon Newsletter, April 2011 (solutionbeacon.com) The most comprehensive Oracle applications & technology content under one roof
  5. 5. Sustaining SupportSounds OK but does not include:• New updates, fixes, security alerts, data fixes, and critical patch updates• New tax, legal, and regulatory updates• New upgrade scripts• Certification with new third-party products / versions• Certification with new Oracle products From Solution Beacon Newsletter, April 2011 (solutionbeacon.com) The most comprehensive Oracle applications & technology content under one roof
  6. 6. Oracle’s RoadmapTo better understand Oracle’s technologyroadmap, download the presentation fromSteven Chan’s blog (link in notes) The most comprehensive Oracle applications & technology content under one roof
  7. 7. Is There an Alternative?• Rimini Street webinar (with Forrester input): “Do you need another costly ERP upgrade?” (http://info.riministreet.com/UpgradeWebinar.html)• Rimini Street claim TCO savings of up to 90% over 10 years, they compare it to retaining your car after the warranty expires. The most comprehensive Oracle applications & technology content under one roof
  8. 8. Forrester’s Upgrade Pros and Cons The most comprehensive Oracle applications & technology content under one roof
  9. 9. Consider the OptionsForrester’s alternative strategies for your Apps:1. Get on the latest release and stay current2. Outsource upgrades and support via cloud based services3. Stop upgrading and stabilise cost of ownership via 3rd party support4. Transition to SaaS Applications The most comprehensive Oracle applications & technology content under one roof
  10. 10. Upgrades: Additional Perspectives• John Stouffer’s OAUG paper R12 Apps DBA 101: – ATG integrated technology underlies all other Apps – Points towards a semi-annual patching strategy. – John’s blog (justadba.com) also indicates 12.2 is in the pipeline• Stephen Kost: Upgrade Security in … R12 – Security is a major driver for staying current• Kent Gabriel’s: Oracle R12 Upgrade vs. Reimpl. – Business benefits of ‘transformational upgrades’, although they require more resources The most comprehensive Oracle applications & technology content under one roof
  11. 11. Reproduced from Kent Gabriel’s paper “Oracle R12 upgrade vs. re-implementation”The most comprehensive Oracle applications & technology content under one roof
  12. 12. From John Stouffer’s Papers:• R12 is constantly changing – it is the DBA’s job to monitor (!)• The biggest risk of not upgrading is security (i.e. using older, more vulnerable technology)• New point releases of R12 packaged as RUPs (Release Update Pack)• RUPs include bug fixes and new functionality• MOS # 363827.1 CPU’s only support RUP N-1• Use the Patch wizard to help (ref’s in notes) The most comprehensive Oracle applications & technology content under one roof
  13. 13. And the Learning Curve…• Consider regular upgrades as a way of breaking the technology learning curve into bite size junks for your internal support team• Even if you plan to re-implement when Fusion App’s are mature…. The most comprehensive Oracle applications & technology content under one roof
  14. 14. Preparing…• Move to the Latest Applications Releases• Prepare a Roadmap to Evolve to Fusion App’s• Inventory your Enterprise Assets• Rethink your “Customization” Strategy• Consolidate your Master Data• Embrace SOA-Based Integration• Extend your BI Applications• Adopt Enterprise Reporting & Publishing• Secure your Global Enterprise• Centralize your Applications Lifecycle Management Reprised from Nadia Bendjedou’s “10 Things You Can Do Today to Prepare for Oracle Fusion Applications” The most comprehensive Oracle applications & technology content under one roof
  15. 15. Upgrade to R12For those who aren’t already on R12.0:• Involves major changes for Finance Applications: not just a technical upgrade – SubLedger Accounting – eBusiness Tax Engine – Oracle Payments – MOAC (Access across OU’s) – Suppliers & Banks now in OAF (HTML) and TCA• Not to be underestimated… The most comprehensive Oracle applications & technology content under one roof
  16. 16. So What’s on Offer in R12.1.3• Less functional change 12.0 → 12.1 than 11i → 12.0• However…. Probably enough user interface change to require change management and training• Don’t underestimate the impact of memories of previous upgrade experiences• Technology: more complete leverage of Fusion Middleware The most comprehensive Oracle applications & technology content under one roof
  17. 17. User InterfaceEnhancementsHomepagenavigation menu tree The most comprehensive Oracle applications & technology content under one roof
  18. 18. Configurable HomePage The most comprehensive Oracle applications & technology content under one roof
  19. 19. User Interface Enhancements The most comprehensive Oracle applications & technology content under one roof
  20. 20. In Line Look-Ahead LoV’sAs you type,the system popsopen LoV options- click to select.Attachments alsohave in-line add,delete and viewfunctionality The most comprehensive Oracle applications & technology content under one roof
  21. 21. Secure Search Functionality The most comprehensive Oracle applications & technology content under one roof
  22. 22. Reporting• Most reports now migrated to BI-publisher• FSG reports published natively as Excel files• FSG’s with page expand option now published to individual spread-sheet tabs• SOX Compliance RBAC Reports “Who, What, Why, How” system serves as an auditing and querying tool providing a 360- degree view of the Security system for auditors and system administrators The most comprehensive Oracle applications & technology content under one roof
  23. 23. Other Features• Context sensitive flexfield support in OAF pages• Personalise any OAF page by adding a Print button to publish application data (tables) as BI Publisher reports• Undo for Personalization now supported• Support for richer custom UI content types, including: OBIEE Analytics, Flash, Yahoo widgets The most comprehensive Oracle applications & technology content under one roof
  24. 24. Record History in OAF Pages• Row Who / Record History for OAF pages• Set Profile FND: Record History Enabled to Yes• May also require change to a new personalization option that controls display of Record history information. This is set to False by default; set it to True to see the Record History Link in the header section of the page. The most comprehensive Oracle applications & technology content under one roof
  25. 25. Financials• Budget wizard now supports selection of account ranges using low and high segment values (rather than account code combinations)• Expense report export can now also import attachments to the invoice workbench.• Optionally override country specific bank account validation (back-ported to 12.0.4)• Return of staged Dunning (Adv’d Collections) The most comprehensive Oracle applications & technology content under one roof
  26. 26. Financials• Payroll now posts through SLA• Subcontractor management for E&C holds applied in AP unless released in Purchasing or Projects• Third party payments• Replace Supplier Bank Accounts on Invoices• Accounting Rules Detail Report (SLA)• Support for IAS 36 Asset Impairment The most comprehensive Oracle applications & technology content under one roof
  27. 27. Procurement• iSupplier Portal user visibility of AP/AR netting• Oracle Procurement Contracts (new App) including Deliverable holds• Oracle Services Procurement (new App), incl. payment against progress from Oracle Projects• Oracle Spend Classification (new BI App)• Oracle Supplier Hub (new MDM App)• Mass Close of Purchase Documents program The most comprehensive Oracle applications & technology content under one roof
  28. 28. Projects• Self Service Expenditure Inquiry• Supplier Cost Dashboard• Reporting Pack for BI-Publisher Reports, incl. – Committed Cost Report – Project Cost Summary Report• Subcontractor Payment Controls The most comprehensive Oracle applications & technology content under one roof
  29. 29. iSetUp• Configuration management tool that is built and maintained specifically for Oracle EBS• Manual configurations can be migrated to other environments• Standard and Comparison Reports may be used to increase accuracy of configurations and as supporting documentation The most comprehensive Oracle applications & technology content under one roof
  30. 30. Oracle Application Testing Suite (OATS) 1. Oracle Load Testing – scalability, performance & load testing 2. Oracle Functional Testing – functional and regression testing 3. Oracle Test Manager – test process management, test execution & defect tracking 12.1.1 Test Starter Kit •Instruction guide •Sample QA test scripts •See Oracle Application Testing Suite Downloads > Application Testing Suite From an OpenWorld 2010 presentation: “Upgrading your Customizations to Oracle E-Business Suite Release 12”. The most comprehensive Oracle applications & technology content under one roof
  31. 31. Key My Oracle Support Docs• MOS # 806593.1 - R12.1 Info Center• MOS # 1080606. 1 – List of Helpful R12 Upgrade Notes• MOS # 561580.1 – R12.1+ Release Content Documents• MOS # 807319.1 - R12.1 Transfer of Information (Training)• MOS # 398877.1 - R12.1 Live Advisor Webcasts• MOS # 1290886.1 - EBS Data Model Comparison Report Overview Document• MOS # 804373.1 - R12.1 Release Value Propositions• MOS # 342459.1 - Diagnostics Overview The most comprehensive Oracle applications & technology content under one roof
  32. 32. Upgrading toOracle eBusiness Suite 12.1.3: The Value Proposition Loretta Bayliss Managing Director, Prescience Technology Vice-President, AUSOUG (Qld) www.prescience.com.au The most comprehensive Oracle applications & technology content under one roof
  33. 33. Agenda• Driving the change• A typical upgrade• Planning is paramount• Tips for a successful upgrade• Areas of known complexity The most comprehensive Oracle applications & technology content under one roof
  34. 34. Driving the ChangeWhy bother? • Loss of support for current platform; • Expanding Oracle footprint and required functionality; • Compliance requirement; • Preference to upgrade rather than re- implement. The most comprehensive Oracle applications & technology content under one roof
  35. 35. A better known quantityAnd better the devil we know … A number of Many others are mid- organisations have now way through or readying upgraded to R12 themselves for • Barrick Gold commencement • Boral • Santos • Origin • Cochlear • Wesfarmers • BAE Systems • Australian Hearing Australia The most comprehensive Oracle applications & technology content under one roof
  36. 36. A Typical UpgradeProcess Flow The most comprehensive Oracle applications & technology content under one roof
  37. 37. A Typical UpgradeCritical Steps The most comprehensive Oracle applications & technology content under one roof
  38. 38. Planning your UpgradeBusiness + Technical The planning process needs to be comprehensive and must address both business and technical aspects of the upgrade: Areas to evaluate include: • Upgrade extent and Business Alignment • Infrastructure – capacity and versions of hardware, supporting software & network • Team availability • Training capacity and tools • Application support – both during & after the upgrade • Testing strategy & experience • Oracle product strategy • Project planning and management experience & capacity The most comprehensive Oracle applications & technology content under one roof
  39. 39. Ensuring SuccessBuild a Repeatable Process … • Secure – active executive sponsorship & support • Communicate – transparent reporting on progress • Gather – proper materials • Recruit – the right team members • Organise – Create & update critical documents • Analyse & plan – use an iterative method (3 rounds) • Execute – a serious & dedicated testing process • Experience – have a leader, bring back the vets TOP TIP – Archive work from prior iterations & reuse The most comprehensive Oracle applications & technology content under one roof
  40. 40. Ensuring Success… and learn from Lessons Learned! R12 is not your standard upgrade process, especially if you are moving from 11i. Changes include: • Finance - GL, Sub-ledger Accounting, Tax, MOAC, critical reports • Accounts Payable – Invoice workbench, iPayment functionality, iSupplier portal integration • Project Accounting – projects distribution no longer requires dynamic insertion to be enabled; SLA still requires configuration of projects auto-accounting; tax code defaults now handled by tax module • OBIEE • Web ADI The most comprehensive Oracle applications & technology content under one roof
  41. 41. Areas of known complexityPayments Engine The revised payments engine, with its close integration with both procurement and the general ledger, is one of the most common areas of concern that has been noted by some of the early adopters of the R12 Upgrade. Issues that have been identified include: • Invoice validation performance degradation; • Tax lines unable to be edited; • Previously valid invoices required re-validation under R12; • Inability to process payment file; • Complexity of patches provided by Oracle Support requires significant regression testing to isolate both core issue and best resolution path. The most comprehensive Oracle applications & technology content under one roof
  42. 42. Areas of known complexitySub-Ledgers The GL has been subjected to a significant architectural change under R12, with the introduction of sub-ledger accounting. Issues that have been identified include: • Poor population of data fields in previously complete standard reports; • Difficulty in reconciling reports and data where the process was previously simpler and clearer. The most comprehensive Oracle applications & technology content under one roof
  43. 43. Areas of known complexityTax The tax module is new under R12 and due to its core nature and integration with a number of other financial modules, the impact of issues is high in terms of the complexity of issues requiring resolution. Issues that have been identified include: • Incorrect withholding tax calculations; • Inability to correct minor tax calculation discrepancies on invoices; • Integration with payments creates both reconciliation and payment issues. The most comprehensive Oracle applications & technology content under one roof
  44. 44. Areas of known complexityHistorical Data Conversion • Although the data “conversion” is executed by the technical upgrade process, and therefore not a project deliverable from a development perspective, a number of the early adopters of the R12 upgrade were unaware of the significance of some of the core data model changes that were introduced in R12. • The past and future state comparative is not clearly documented, which in some cases increases the mean time to resolution quite dramatically. • The “black box” upgrade process requires understanding in order to mitigate known risks. The most comprehensive Oracle applications & technology content under one roof
  45. 45. Areas of known complexityHistorical Data Conversion • A common observation has been made by all organisations Prescience is aware of, that have upgraded to R12: • There is a clear distinction between data that has been “upgraded” through the technical upgrade process and data which is “new” or has been created after the technical upgrade process has completed. • Transactions which originate and complete in R12 have been noted by multiple organisations to be cleaner and less prone to error, when compared with transactions which originate in 11i and complete in R12. The most comprehensive Oracle applications & technology content under one roof
  46. 46. Areas of known complexityPerformance • Evidence from upgrades performed by other Oracle customers suggests that the R12 release is more memory intensive than that current 11.5.10 version. • Infrastructure considerations will need to allow for this. Extensive performance testing will be required in order to determine whether the existing production server will be adequate for the R12 requirements. • Concurrent manager performance will also require careful monitoring during UAT and load testing scenarios, particularly those scenarios which mimic month and year end processing periods. The most comprehensive Oracle applications & technology content under one roof
  47. 47. Areas of known complexityPost upgrade processing Evidence from upgrades performed by other Oracle customers suggests that R12 is “less tolerant” of poor process than some of its predecessor versions, which in some cases has manifested itself in symptoms similar to those listed below: • Higher than normal number of invoices on hold; • Higher than normal number of invoices paid after their due date; • Longer processing time required to complete period-end processes; • Errors in depreciation calculations taken the first year-end after the upgrade completed; • Double payment of some invoices, due to potential level of manual intervention required at times to ensure timely completion of payment processes. The most comprehensive Oracle applications & technology content under one roof
  48. 48. Wrapping it upComprehensive planning is mandatory The most comprehensive Oracle applications & technology content under one roof
  49. 49. Wrapping it upDetermine why … • Define the key objective or outcome for your organisation that is driving the upgrade process. • Determine what type of upgrade is most appropriate. • “Begin with the end in mind” and make these goals clear to your entire upgrade team & stakeholder group. The most comprehensive Oracle applications & technology content under one roof
  50. 50. Wrapping it upAnd then execute with discipline … • Tailor the “typical” upgrade process to address this and create: • Library of upgrade scripts • Master upgrade list • Master impact list – use to drive testing, training & post-upgrade support • Review all available documentation • Iterate, iterate, iterate • LEARN from others’ Lessons Learned! The most comprehensive Oracle applications & technology content under one roof
  51. 51. Questions & Comments The most comprehensive Oracle applications & technology content under one roof
  52. 52. From the coal faceHein Bouman, Information Systems Manager, Tourism Australia Prescience Technology is on our Oracle E-Business services supplier panel. They are a niche player who know the area in which they operate. They have a good knowledge of the product and the market; access to skilled resources; and a good understanding of the requirements, especially if a problem is a bit more difficult. They apply their expertise and do the analysis, without trying to run too fast. My experience with Prescience Technology over the past four years gives me the absolute confidence to recommend them for Oracle related projects and support. Prescience demonstrates professionalism and maturity and is committed to working closely with us to deliver clear value for money and outcomes that either meet or exceed Tourism Australia’s expectations, every time. The most comprehensive Oracle applications & technology content under one roof
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