Planning for Oracle R12 - IT Convergence

1 Planning for Oracle R12An IT Convergence presentation delivered at Collaborate 10 OAUG & IT Convergence are joining forces to bring you compelling Oracle applications Workshops like no others can! IT Convergence 2010 All rights for R12 Introductions IT Convergence Overview Planning Concepts Leveraging the Approach Some of the New Features Lessons Learned Rolling out in Latin America SummaryAgenda Planning for R12IT Convergence OverviewWe are a True Partner IT Convergence 2010 All rights for R12 Create value by improving business processes through better use of Mission IT Convergence 2010 All rights for R12 Global Reach, Local ExpertiseNEW YORKCHICAGOSAN FRANCISCOSHANGHAIMEXICOBUENOS AIRESSAN PABLO IT Convergence 2010 All rights for R12 ARGENTINAAUSTRALIAAUSTRIABELGIUMBRAZILCA NADACHILECHINACOLOMBIACZEC REPUBLICDENMARKDOMINICAN REPUBLICDUBAIEGYPTEL SALVADORGABONGERMANYHONG KONGINDIAINDONESIAISRAELITALYJAPANKOREAK UWAITMALAYSIAMALIMEXICOMOROCCONICARAGUAN ORWAYPANAMAPERUPOLANDPUERTO RICOSAUDI ARABIASENEGALSINGAPORESPAINSOUTH AFRICAUSACANADAPANAMABRAZILAUSTRALIAMORO CCOMALIGABONMALAYSIADENMARKGERMANYITALYJ APANKOREATAI WANCHILEPERUEL SALVADORV ENEZUELADOMINICAN REPUBLICCOLOMBIABOLIVIATHAILANDFRANCEUNI TED KINGDOMURUGUAYISRAELSAUDI ARABIADUBAIINDIACHINAINDONESIANORWAYSPAI NSWI TZERLANDBELGIUMHONG KONGPHILI PPINESNICARAGUAARGENTINAPUERTO RICOSENEGALSUDANEGY PTKUWAITTUNISIANETHERLANDSCZECH REPUBLICAUSTRIAPOLANDHUNGARYSOUTH AFRICA600+ customers.

2 Engagements in over 50 countries IT Convergence 2010 All rights for R12A True Full-Service OptionE-Business Suite, Technology and Fusion Middleware ConsultingEmpower your staff with functional and technical education Cost effective and accessible development Simplify the complexity and cost of IT management IT Convergence 2010 All rights for R12 Consulting ServicesFull Project Lifecycle Capabilities Assessment and Strategic Planning Global Program/Project Management Business Process Re-engineering applications and Technology Services Implementations, Upgrades and Migrations Business Intelligence & Reporting Development & Database Services Security & Identity Management IT Convergence 2010 All rights for R12 Education ServicesMaximize the Value of your IT Investment Functional and Technical Education Training Business Process/Procedures Documentation Change Management & Planning Custom Training Materials Multiple formats.

3 ELearning / Web-based On site / Remote Bootcamps Train the Trainer IT Convergence 2010 All rights for R12 Development ServicesCost-effective and Accessible Development Nearshoredevelopment Staff leasing Oracle ERP and CRM J2EE and JAVA IT Convergence 2010 All rights for R12 Support & Hosting ServicesComprehensive Managed Services and HostingPlanning ConceptsOracle R12 across the globe IT Convergence 2010 All rights for R12 CostTimeRiskPrioritize these variables when defining your implementation strategyDefine a Global Process Model and then rolloutRollout Options IT Convergence 2010 All rights for R12 Rollout OptionsBusiness /Org. Unit 1 Phase 1 of 1 QTCPTPMTEB usiness /Org. Unit 2 MTEB usiness /Org. Unit 3 MTEQTCQTCPTPPTPP hase 1 Phase 2 Phase 3 Business /Org. Unit 1 QTCPTPMTEB usiness /Org. Unit 2 Business /Org. Unit 3 Business/ 1 Business/ 2 Business/ 3 MTEPTPQTCP hase 1 Phase 2 Phase 3 Phase 1 Phase 2 Phase 3 Business /Org.

4 Unit 1 QTCPTPMTEB usiness /Org. Unit 2 Business /Org. Unit 3 Global Cut-over BIG BANGG eographic ImplementationFunctional ImplementationHybrid Implementation IT Convergence 2010 All rights for R12 Rollout Options Key factors to consider for each rollout model: Benefits Risks Disadvantages Selection criteria IT Convergence 2010 All rights for R12 Global Implementation Considerations Building Blocks Leverage leading practices: Standard Business Process Flows Regional Specific Localizations Organization Structure Operating Units, Set of Books, Inventory Orgs Foundation Framework Globalization of Operations: Shared Global Masters Integrated Business Processes Language, Security, Workflow Controls Standard Reporting Data Definitions Ensure consistent use of the system and its modules throughout the enterprise, respecting legal statutoryRegional LocalizationsGlobal Design ModelStandard ProcessesAmericasAsia PacificEurope IT Convergence 2010 All rights for R12 Global Implementation Considerations Utilize Global Definitions for key Master Data across the Enterprise Utilize standards set for: Chart of Accounts Customer Information Supplier Information Items Organization Structure Employees (min.)

5 Info)CommonSharedData ModelItemsChart of Accounts OrganizationStructureCustomersSuppliersE mployees IT Convergence 2010 All rights for R12 Globalizations and Languages Globalizations versus Localizations Localizations vary by country and have design considerations Apply globalization patch sets early as your arrive to each region and understand implications on production Apply languages as required for forms, reports, segment values, lookups, responsibilities, menus, user messages, sub ledger fields Understanding _TL tables and Oracle translated values versus user translated values and system functionality Future patches will be applied in native language and then some will need to be translated and applied under Multiple Language SupportLeveraging the ApproachOracle R12 across the globe IT Convergence 2010 All rights for R12 Change Management Training Project Lifecycle Set goal to ensure knowledge sharing & transfer throughout the project s lifecycle Specific learning events will occur at certain points in the project lifecycleProject Team Training- Oracle applications Overviews- Tutor DocumentationTrain- the - TrainerEnd User TrainingApplications & Technology Training ClassesCoach/Mentor ( CRPs Hands -on)

6 Tutor DocumentationAdvanced Training ClassesTimeSTART-UPPRODUCTION----Effort IT Convergence 2010 All rights for R12 Project Approach & Methodology ITC Toolkit Project Materials Utilize proven Oracle Application Implementation Methods (AIM) EasiPath for Migration (EMM) Upgrade Oracle AIM for Business Flows Methodology Re-Implementation Combine Methods for Migration & Implementation of new processes Leverage ITC Oracle R12 Project Documentation & Templates Project Management Plans, Status Reports (CR010 & WM020) Business Requirements & Country Localizations (RD020 & RD030) Application Configuration Parameter Guides (BR100) Test Case Business Scenarios (TE040) Others such Data Conversion Strategy (CV010), Design Specifications (MD050), etc. Oracle applications Overview Training Materials IT Convergence 2010 All rights for R12 Assessment ApproachStrategic Migration Roadmap FocusBusiness Assessment Map Requirements to R12 Perform Gap Analysis Evaluate Best Practice Business Models Conduct Process and Requirements Review Sessions Identify Pain Points in the Process Prioritize Improvement Opportunities and Value to the Business Training Needs Analysis RIE vs.

7 Functionality ReviewTechnology Assessment Systems Integration MappingAssessment Results Upgrade enhancements, gaps, and solution review Upgrade approach discussions, time lines, resources, etc Training and Support Requirements1 Plan & Initiate Analysis Study2 Perform Business/System Assessment3 Define & Map Future Solution4 Prepare ImplementationOptions High Level Roadmap CR010 Project Management Plan High Level Project PlanMobilize and Plan Assemble Team Define Focus Areas for Assessment Confirm Participant Schedules Perform Delta Training Prepare and Execute Project Kickoff Gather and Review Existing Requirements and Process Documentation IT Convergence 2010 All rights for R12 Project Approach AIM for Business Flows TransitionPrepareProductionEnvironmentCo nvert andVerify DataBeginProductionPerformAcceptanceTest Convert andVerify DataBeginProductionPerformAcceptanceTest DefinitionBuildProductionElaborationProj ectPlanning ConductCRP (Familiarization)ConductCRP (Mapping)

8 Identify ExceptionsConductBusinessArchitecture WorkshopsDesignExtensionsPrepareCustomTe st ScriptsCreate and testCustomExtensionsMaintainSystemPropos eFutureDirectionPerform SystemsIntegrationTestDetermine ExceptionUpdate ProceduresUpdate SetupsUpdate Test ScriptPrepare CRP CRP ExceptionsDetermine ExceptionDetermine ExceptionDispositionsUpdate FlowsEnvironmentDetermine ExceptionUpdate ProceduresUpdate Test ScriptPrepare CRP CRP ExceptionsDetermine ExceptionDispositionsUpdate FlowsUpdate SetupsEnvironmentIdentify ExceptionsMaintainSystemProposeFutureDir ectionFor implementations and re-implementations, ITC proposes to complement Teletech s Program Management approach and methodology with Oracle s AIM for Business Flows. IT Convergence 2010 All rights for R12 Process Methodology and ApproachGlobal DesignDeployment Oracle Process Training Introduce Standards concept Localizations COA Supplier Structure Customer Structure Shared Value Definition Conversion Strategy MLS Strategy Establish Project Controls Establish Communication Plan Establish Change Mgmt Plan Define training program Work plan creation Confirm & Validate Regional Deployment against Global Design Template Power user training Conference Room Pilot Map and collect data Identify and resolve gaps Identify add-ons (workflow, alerts, reports, FSGs, etc.)

9 Enter data Identify country specific values End User Training for UAT User Acceptance Testing Sign Off of processes End User Training Cut over Planning Migrate configurations to production Conversion Cut over Staff augmentation post go live On-site for major hubs Consolidated for remaining sitesShared Design & ToolsEducationDefinitionElaborationBuild & TestTransitionPost Production Support IT Convergence 2010 All rights for R12 Project Approach & Methodology Oracle s Easipath Migration Method (EMM)R12 Migration Project Phases:Project ManagementBusiness Requirements Review Requirements Mapping Update Migrate Appl. & Tech. ArchitectureMigrate Custom Extensions Data Migration Documentation Business System TestingTraining Production MigrationProductionMigrationAssessmentUp date& TestTransition IT Convergence 2010 All rights for R12 Major Business Process ChangesUpgrade or Re-implement?

10 Major Organizational restructuringSignificant Set-up changes required new COAH eavily CustomizedMultiple environments to be mergedNew Application to be implementedNo major process changesNo major Organizational restructuringCOA UnchangedRe-implement on R12 Upgrade to R12 Geographic Expansion new country roll outHistorical data can be viewed separatelyCurrent system is clean, reconciled and up-to-dateBusiness Consolidation Globalization Merger & Acquisitions Shared Services Single Org or Multi-OrgCommon Business Process Shared Services operating model Central master data sourceSimplified Reporting Financial Consolidation Business Intelligence Real-Time ResultReduces support costs Minimize customization Enhanced Performance Leverage Oracle s R&DConsiderations for R12 MigrationUpgrade vs. Re-Implement? IT Convergence 2010 All rights for R12 Business Process Flows Business Requirement Definitions, Localizations, Configuration GuidesEducation Training & Procedure MaterialsUnit and Integration Testing ScenariosProject ToolkitOracle applications Education & ImplementationsProvide a tool kit that enables a jump start for global Analysis QuestionResponseRevisit Y/N1 Production TypeDo you use routings and alternate routings?