8.0 to 9.0 – Lessons Learnt         Brent Coutts    Coopers Brewery Limited           The most comprehensive Oracle applic...
Who We Are• Coopers Brewery Limited• Established by Thomas Cooper in 1862• Mission  – Our family brewery creates great cra...
Our Products  The most comprehensive Oracle applications & technology content under one roof
Our Market Share100                     96.2% 90 80 70 60 50                                                            Co...
Brew Floor The most comprehensive Oracle applications & technology content under one roof
Brewery Entrance    The most comprehensive Oracle applications & technology content under one roof
Who I Am• Custodian of Coopers Business Systems• Commenced with Coopers Brewery Jan 2007• Previous JD Edwards experience w...
Executive Summary• Overall a successful implementation• Small project team• Changes in JD Edwards functionality caused  is...
Existing Environment• JD Edwards ERP8.01• Original implementation  in partnership with  Jigsaw (now Red Rock)• Live April ...
Existing Environment• Infrastructure  – Shared application & database server  – Deployment server  – Create!Form server  –...
Infrastructure Upgrades• Upgraded physical application server together  with upgrade to Windows Server 2003 and  SQL Serve...
Business Case•   Risk minimisation•   General feeling of being “left behind”•   Ageing infrastructure•   Licensing costs (...
Approach•   Engaged Red Rock as service provider•   Largely a technical upgrade•   New functionality to be adopted after g...
Project Structure•   Modified Red Rock Project Methodology•   Steering committee not required•   Project managers within C...
Project Tasks• Infrastructure (SAN, vSphere) months in  advance• Retrofit changes – 4 weeks solid effort• Build JD Edwards...
Timing•   Flexibility the key•   Blackout periods•   Started planning early 2010•   Preliminary workshops and scope of wor...
Testing• Pragmatic approach• Focus on sales orders, load building, invoicing• Difficulty in getting testing done by users•...
Forms Development•   New version of Create!Form v7•   Every form and script to be converted•   Estimate 25% of project cos...
Pre Go Live• 3 data conversions to check timing and  accuracy• Test manual cutover tasks• Final round of user testing• Go ...
Go Live• 1600 on Friday 18-Mar-2011• System available at 1000 on Sunday 20-Mar-  2011• Cutover tasks run• Ready for busine...
What Went Wrong• Scheduled pick dates on orders (mode of  transport)• Rebates missing• Invoices (both through transportati...
What Went Wrong – Part 2• Printing failed completely – every print job  had to be monitored• Price adjustments “dropped of...
What Went Right•   Retrofitting modifications•   Infrastructure•   Data conversion•   CNC overall•   Integrations•   Waiti...
What Did We Learn?• Don’t go bleeding edge for printing• Bugs in Oracle software and how they are  resolved• Changes in fu...
What Would We Do Differently?• No need for two project managers – just one  from Coopers• One technical consultant from Co...
What’s Next?• Unlocking standard functionality  – Pricing  – Advanced preferences• SOA• Pilot BI Publisher                ...
Questions?• Feel free to contact me at:  – brent.coutts@coopers.com.au• Reference visits no problem                   The ...
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JD Edwards & Peoplesoft 1 | Brent Coutts | Coopers.pdf

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JD Edwards & Peoplesoft 1 | Brent Coutts | Coopers.pdf

  1. 1. 8.0 to 9.0 – Lessons Learnt Brent Coutts Coopers Brewery Limited The most comprehensive Oracle applications & technology content under one roof
  2. 2. Who We Are• Coopers Brewery Limited• Established by Thomas Cooper in 1862• Mission – Our family brewery creates great crafted beers and other natural products for the enjoyment of everyone The most comprehensive Oracle applications & technology content under one roof
  3. 3. Our Products The most comprehensive Oracle applications & technology content under one roof
  4. 4. Our Market Share100 96.2% 90 80 70 60 50 Coopers Brewery 40 Competitors 30 20 10 3.8% 0 Australian Beer Market The most comprehensive Oracle applications & technology content under one roof
  5. 5. Brew Floor The most comprehensive Oracle applications & technology content under one roof
  6. 6. Brewery Entrance The most comprehensive Oracle applications & technology content under one roof
  7. 7. Who I Am• Custodian of Coopers Business Systems• Commenced with Coopers Brewery Jan 2007• Previous JD Edwards experience with Fosters• SAP experience with Southcorp and Kimberly- Clark• Enjoy working as a business focussed IT professional within manufacturing organisations The most comprehensive Oracle applications & technology content under one roof
  8. 8. Executive Summary• Overall a successful implementation• Small project team• Changes in JD Edwards functionality caused issues• Third party software stability and service The most comprehensive Oracle applications & technology content under one roof
  9. 9. Existing Environment• JD Edwards ERP8.01• Original implementation in partnership with Jigsaw (now Red Rock)• Live April 2004• Green Stack – Microsoft SQL Server 2000 – IBM WebSphere (albeit limited usage) The most comprehensive Oracle applications & technology content under one roof
  10. 10. Existing Environment• Infrastructure – Shared application & database server – Deployment server – Create!Form server – Demand Management server• Support – One JD Edwards developer 1 day per week – CNC outsourced to Red Rock The most comprehensive Oracle applications & technology content under one roof
  11. 11. Infrastructure Upgrades• Upgraded physical application server together with upgrade to Windows Server 2003 and SQL Server 2005• Virtualisation of Create!Form server• Virtualisation of Demand Management server• “Proper” DR with log shipping The most comprehensive Oracle applications & technology content under one roof
  12. 12. Business Case• Risk minimisation• General feeling of being “left behind”• Ageing infrastructure• Licensing costs (particularly for DR)• Existing Oracle instance on Windows The most comprehensive Oracle applications & technology content under one roof
  13. 13. Approach• Engaged Red Rock as service provider• Largely a technical upgrade• New functionality to be adopted after go-live• Use virtualisation to maximum• After workshop, made the decision to go full Red Stack The most comprehensive Oracle applications & technology content under one roof
  14. 14. Project Structure• Modified Red Rock Project Methodology• Steering committee not required• Project managers within Coopers and Red Rock• Small technical team• Weekly meetings• Flexibility in approach The most comprehensive Oracle applications & technology content under one roof
  15. 15. Project Tasks• Infrastructure (SAN, vSphere) months in advance• Retrofit changes – 4 weeks solid effort• Build JD Edwards environment• Redo every Create!Form and Create!Stream script• Testing, then go live The most comprehensive Oracle applications & technology content under one roof
  16. 16. Timing• Flexibility the key• Blackout periods• Started planning early 2010• Preliminary workshops and scope of works• Kick off in September 2010• Hiatus during late December / early January• Retrofit completed on time The most comprehensive Oracle applications & technology content under one roof
  17. 17. Testing• Pragmatic approach• Focus on sales orders, load building, invoicing• Difficulty in getting testing done by users• Testing workshops to test the minimum to transact• Test scripts written by project team• One-on-one training and testing The most comprehensive Oracle applications & technology content under one roof
  18. 18. Forms Development• New version of Create!Form v7• Every form and script to be converted• Estimate 25% of project cost• Licensing during upgrade The most comprehensive Oracle applications & technology content under one roof
  19. 19. Pre Go Live• 3 data conversions to check timing and accuracy• Test manual cutover tasks• Final round of user testing• Go / no go decision• Forms printing bug found The most comprehensive Oracle applications & technology content under one roof
  20. 20. Go Live• 1600 on Friday 18-Mar-2011• System available at 1000 on Sunday 20-Mar- 2011• Cutover tasks run• Ready for business 0600 Monday 21-Mar- 2011 The most comprehensive Oracle applications & technology content under one roof
  21. 21. What Went Wrong• Scheduled pick dates on orders (mode of transport)• Rebates missing• Invoices (both through transportation and printing)• Printing overall (both Create!Form and Oracle default)• MRP failed• .., then relatively smooth sailing.. The most comprehensive Oracle applications & technology content under one roof
  22. 22. What Went Wrong – Part 2• Printing failed completely – every print job had to be monitored• Price adjustments “dropped off”• Commissions configuration had changed – no accumulations• Complicated rebate structure – detail postings• 2nd month end (1st full month) The most comprehensive Oracle applications & technology content under one roof
  23. 23. What Went Right• Retrofitting modifications• Infrastructure• Data conversion• CNC overall• Integrations• Waiting for right Tools release The most comprehensive Oracle applications & technology content under one roof
  24. 24. What Did We Learn?• Don’t go bleeding edge for printing• Bugs in Oracle software and how they are resolved• Changes in functionality between 8.0 and 9.0• Users focussed on testing outcome The most comprehensive Oracle applications & technology content under one roof
  25. 25. What Would We Do Differently?• No need for two project managers – just one from Coopers• One technical consultant from Coopers• CNC from 3rd party• Look more closely at printing – BI Publisher• Firmer testing regime The most comprehensive Oracle applications & technology content under one roof
  26. 26. What’s Next?• Unlocking standard functionality – Pricing – Advanced preferences• SOA• Pilot BI Publisher The most comprehensive Oracle applications & technology content under one roof
  27. 27. Questions?• Feel free to contact me at: – brent.coutts@coopers.com.au• Reference visits no problem The most comprehensive Oracle applications & technology content under one roof

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