Transcript Diapositiva 1 - PANAYA: SAP ERP & Oracle EBS Impact

About this Template
Dear Colleague,
– This template is provided to you by Panaya to help you communicate the
facts about your upgrade within your company.
– The template is not a comprehensive project plan but rather a concise
briefing with the essential points
– We wish you a successful upgrade!
Best regards,
The Panaya Team
http://www.panayainc.com
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Free Upgrade Simulations Offer
Is there an upgrade project on your horizon?
Then you are invited to see exactly what you are up against.
See the this slide for details.
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Copyright and Terms of Usage
– You are free to copy, share, and modify to your needs.
– You are not allowed to sell the template
– This document is provided by Panaya Inc. It is completely independent of and not affiliated with Oracle®.
– Oracle is a registered trademark of Oracle. Oracle and other Oracle products and services mentioned
herein as well as their respective logos are trademarks or registered trademarks of Oracle. All other
product and service names mentioned are the trademarks of their respective companies.
DISCLAIMER OF WARRANTY
Panaya Inc. makes no representation or warranties, either express or implied, by or with respect to
anything in this document, and it shall not be liable for any implied warranties of merchantability or
fitness for a particular purpose or for any indirect special or consequential damages.
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Oracle® EBS R12 Upgrade at [Company]
Project Brief
[NAME]
Project Manager
[email protected]
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Agenda
1. Project Goals
7. Timeline
2. Upgrade Synopsys
8. Cost
3. Go Live Date
9. Risk Management
4. Scope
10. Assumptions
5. Leadership Team
11. Next Steps
6. Stakeholders
12. Resources
13. About Panaya
agenda
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1. Project Goals
• Avoid “End of Support” (2013 for 11.5.10, 2010 for 11.5.8 and 11.5.9)
• Enable New Functionality
– Key function 1
– Key function 2
– Key function 3
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Additional Goals
• (choose all that apply)
• Meet Compliance Requirements
• Standardization
• Consolidation
• Reduce maintenance
• Align business processes
• Other…
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2. Upgrade Synopsys
• Upgrade Type: [Technical/Functional]
• Duration: XX months
• Go Live Date: Friday, XX/XX/2011
• Impact on External Systems : [interfaces with XX, integration with YY]
• Downtime: XX hours (typically at least 72 hours)
• Cost: $XM (typically $0.5M-$1.6M)
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3. Go Live Date
• Reasoning: (choose all that apply)
– Holiday/Off peak
– Next available window is ______
– In synch with financial/logistical events
– Approved by all stakeholders
Upgrade
Dual maintenance: XX months
Fri X/XX/2011
Freeze: XX weeks
Downtime
XX H
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4. Scope
• Database
• Hardware
• Dependencies on other components (Legacy systems)
• Customization Mapping and Cleansing
• Functional Improvements
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5. Upgrade Leadership Team
General and Technical
Functional leadership
Role
Module
Lead
Project Manager
FIN
DBA
HR
Development
IT Lead
Business
Owner
SCM
QA
CRM
System Administrator
Training
BI
…
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6. Stakeholders
Role
Name
Sponsor
Business 1
Business 2
Business 3
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7. Upgrade Timeline
Date
Date
Date
Planning
Preparation
• Pre-upgrade
analysis
• Prepare
project
plan
• Resource
plan
• Project
team
training plan
• Clean
up unused
objects
Date
Final
Preparation
Execution
• Scope
definition
• Execute
• Retool
process
cycles
upgrade
Date
• Run
final upgrade
simulation
(verification)
• Adjust modifications
automated
upgrade simulation and developments • More testing as
needed
• Unit testing
• Custom object
• Communicate
inventory
• Ongoing upgrade
simulations to track cutover plans
• Required
• Run
adjustments
• Prepare
test plans
Production
Cutover
• Upgrade
PROD
• Verify
• Cutover
• Troubleshoot
problems
• Post
processing (if
any)
progress
• UAT
• Performance
• Develop
test
cutover
plan
• Rehearsal
upgrade
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Timeline Dependencies
• Downtime - when and how much
• Team availability
• UAT availability
• HW lead time
• Other projects that might impact the upgrade
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8. Cost Estimates
Role
Amount
Software
Hardware
Resources (Internal)
Resources (External)
Cost of Downtime
Total
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9. Risk Management
Risk
Impact
Mitigation
H/M/L
Financial loss of $$/day
- Oracle Critical Account
- Team Extended Support
- Running automated upgrade
simulation & verification
- Documented test scenarios
- 3 rehearsals before go live
Missing the go live
date
H/M/L
- Next available date is 3
month later
- Need extended support
from Oracle
- Delay other projects
- Plan a buffer
- Stakeholder commitment to
schedule and resources
- Key users commitment to UAT
Failure of interface
to other applications
H/M/L
- Data errors
- Dedicated interface testing
sessions
- User productivity loss
- Run Performance / Load testing
in earlier phases of the upgrade
- Sizing done by ___
- Purchase new hardware
Critical failure after
go live
Probability
Performance issues
H/M/L
Other
H/M/L
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10. Assumptions
• Assumption 1
• Assumption 2
• Assumption 3
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11. Next Steps
• Next Step 1
• Next Step 2
• Next Step 3
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12. Resources
• Online
– Oracle Whitepaper: Planning Your E-Business Suite Upgrade from Release
11i to 12.1
– Oracle Whitepaper: Upgrading EBS 11i Forms + OA Framework
Personalizations to EBS 12
– Oracle Blog: Oracle E-Business Suite Technology
– Panaya Articles
• Panaya’s Automated Upgrade Simulation
– For a FREE trial simulation of your upcoming upgrade, or to schedule a demo visit
http://www.panayainc.com/Oracle-Upgrade-Automation.html
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About Panaya’s Upgrade Automation Software
• Panaya's software-as-a-service helps companies that use SAP or Oracle
reduce 80% of their upgrade and testing risk and effort. Utilizing a cloudbased supercomputer, Panaya simulates the upcoming upgrade,
automatically pinpointing which custom programs will break as a result of
the upgrade and automatically fixing most of these problems.
Panaya’s testing solutions dramatically expedite ERP testing and
eliminate the need for manual test script maintenance. Seamlessly
capturing business knowledge in the background, as users work with the
ERP applications, Panaya automatically generates plain-English test
scripts that are rapidly executed and continually self-adjust based on test
results.
• To learn more or apply for a free upgrade evaluation, visit:
http://www.panayainc.com/Oracle-Upgrade-Automation.html
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Clearly see your programs, required adjustments, and
test plans
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Detailed resource and budget requirements
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