In this presentation from our Webinar session, Jonathan Pearson, Solutions Consultant, presents how to deliver the most efficient way of validating that your Oracle application correctly supports all your mission critical business processes. You will also learn: - What is involved with the R12 upgrade process - Who is involved with the upgrade and when - How companies underestimate the time impact - What the biggest challenges are - A best practice process for managing the upgrade project - See more at: http://www.origsoft.com/webinars/oracle_software_testing/how-to-deliver-your-oracle-ebs-r12-upgrade.php

1. Jonathan Pearson
Original Software
How to deliver your Oracle EBS R12 upgrade
Delivering Quality Through Innovation

2. © 2013 Original Software
Oracle EBS is…
Critical & Integral – runs the business
Very complicated – a mystery to most
Often customized
Technically challenging to test

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Quick Poll
What is your company’s current situation?
 already upgraded to R12.1
 plan to upgrade to R12.1
 plan on deciding when to upgrade to R12.1
 are discontinuing use of EBS
 getting support for 11i via 3rd party
 Re-implement EBS

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Situation Assessment
End of life coming for 11i

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The Upgrade Process

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Stakeholders
DBA’sBusiness
Leadership
Programmers
Power
Users
Helpdesk
Training
Project
Manager
Business
Analyst

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Quick Poll
How many Power Users do you expect to involve in
Testing & Validation?
 Less than 10
 10 to 30
 31 to 50
 50 to 70
 Over 70

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Upgrade Responsibilities
IT responsibility
Database Changes
Customization redevelopment
Business responsibility
Functional & Process changes
e.g. sub ledger accounting, centralized bank
transactions, multiple ledger capability, etc.

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Overlooked Impact

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Biggest Challenges
Confirmed top 3 Challenges
Inadequate
validation processes
Poor communication
and collaboration
Limited access to needed
business resources

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Original Software Solutions
Provide Structure & Best Practice Processes
Unified Collaboration Platform
 Bring Technologists & Business
 Tie Geographically Dispersed Teams Together
Capture EBS SME’s Knowledge Effectively
 Processes (for training materials)
 Test Cases (for validations)
 Requirements (for customizations)
Collect, Manage, Execute, Track Validations
 Capture Custom Test Cases & Processes
 Provide Standard Test Cases

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Benefits using Original Software
Ensure Success
 Greater coverage, less risk
Increase Visibility
 Shared problem, shared success
Minimize Impact
 Start Quickly
 Easy to use
Save Time, Money
 During upgrade
 On-going patches
 Eliminate a CRP?

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11i functionality is the basis for
validation after the upgrade
Business perspective
The upgrade is “ALL about TESTING and
VALIDATION”
You need to involve business to test – in a big way
Customizations add to complexity
Current 11i functionality defines requirements of
R12 testing
 Is this formalized in any way?

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Are you enabled to achieve success?
Are your current scenarios well
documented?
 Do you know what constitutes goodness?
 Is “Create an order” good enough
 Explicit vs. Implicit definition of test cases
Are your business users easily
accessible?
 They know what it should do
 Are they able/willing/available to
document current functionality?

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Quick Poll
How well documented are your business
processes?
 Poorly
 Some documentation, likely out of date
 Customizations documented, little else
 Well documented

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Once upgrade process starts…
All ongoing initiatives stop
until upgrade is done
 Stable baseline in 11i required
 Often a moratorium on business
driven enhancements

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Typical work impact and
cost of effort

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Knowledge transfer is key
Transform “Tribal” Knowledge
into Formal
 A myriad of islands of expertise
 Systematic approach to filling in
all gaps
 Distribute load to all involved
 Track & manage progress & effort
It’s all about collaboration

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Collaboration – What?
Project plans
Resources
Timescales
Tasks
Progress
Coverage
Re-use
Knowledge
Data
Environments
Availability
Audit
Traceability
Customizations
Complexity
Process

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Foundations for Collaboration

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Collaboration – How?
How to establish a Knowledge Base?
 Collect What, How, and Why things are done in EBS
 Establish a central document library or Database
Workflow & Process to “herd the cats”
Dashboards
Visibility
Time saving tools

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Why do you need a
knowledge base?
Sheer volume
 Prioritize
» Business critical vs. low impact
» High risk vs. low risk
 Categorize
» Standard vs. Customizations
Various & Numerous people
involved
 Different skills & areas of expertise

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Original Software Solutions
Qualify – Test Planning & Management
TestDrive – Manual & Automated Testing
Oracle EBS Validation Package
 Pre-defined Application Model & Process
» Layouts and Views
» Reports
» Documentation
 Accelerator Test Packs
» Pre-loaded manual test cases
For Financial modules from TruTek
 Accelerated implementation

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Plan, Track, Manage

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Execute, Capture, Document

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Execute, Capture, Document

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Document

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Automated Testing

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Sample Implementation
Timeline
Mar
Apr
May
3/4
Mon (AM)
for 5 days
3/11
Mon (PM)
for 1.5 days
3/13
Wed (AM)
for 1.5 days
3/18
Mon (AM)
for 10 days
3/21
Thu (AM)
for 0.5 day
4/1
Mon (PM)
for 3 days
4/4
Thu (PM)
for 11 days
4/11
Thu (PM)
for 0.5 day
4/22
Mon (PM)
for 3 days
4/25
Thu (PM)
for 10 days
5/9
Thu (PM)
for 0.5 day
EBS Project Automation Checkpoint
Automated Testing Workshop
- Advanced
EBS Team Builds Advanced Automated Test
Assets
EBS Project Review
EBS Team Builds Plan and Manual Test Assets
EBS Project Manual Testing Checkpoint
Automated Testing Workshop
- Fundamentals
EBS Team Builds Automated Test Assets
Product Installation and Setup
Qualify Design Review & Implementation
Manual Testing Workshop
- Train the trainer
4 11 18 25 1 8 15 22 29 6
Implementation/Training Activity (9days)
Remote Activity (1.5days)
ViaSatActivity (36days)
Legend
Customer Activity (36 Days)
Legend

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Projected Savings in Labor

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Enable Success
Deploy flawlessly
 Guarantee that the upgraded applications continue to meet
business requirements
Execute efficiently
 Ensure the entire upgrade process is managed as productively
as possible
Deliver swiftly
 Meet the end-of support deadlines
 Lift moratorium on business enhancements
Minimise costs
 Can be reduced by 25%
 Eliminate a CRP?

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The difference between
success and failure…

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Partnerships
RingMaster APM not only provides impact analysis of upgrades and
patches but automates the entire Oracle EBS patching process. An
Oracle EBS upgrade is all about applying patches, finding out what
they change, testing the changes and managing the entire process.
TruTek have a wealth of experience in the Oracle EBS environment
and have built up valuable test assets and knowledge to make
upgrades less painful. The Original Software solution enables us to
deliver this knowledge to clients in a reusable form with our Fast
Start Test Packs, and the ease of automation means we can help
clients get quick wins.

34. Q & A
http://www.origsoft.com/OracleEBS
Download our business case for Oracle EBS
upgrades and patches.
In the meantime……..
Thank You