The document provides an overview of Fishbowl Solutions' packaged upgrade offering to migrate organizations from Oracle WebCenter Content 10g to 11g. It highlights common misconceptions about upgrades, benefits of upgrading, a customer case study, new features in 11g, and Fishbowl's comprehensive upgrade path including scope and design, build and test, implementation, support and knowledge transfer. It concludes with a $29,995 package price for a standard single-instance upgrade along with contact details.

1. Poll Question
WHAT IS THE MAIN REASON YOUR
ORGANIZATION HAS NOT UPGRADED
TO 11G?

2. A Path, Package, and Promise for
WebCenter Content 11g Upgrades
The Leader in Value-Add Software and Services for
Oracle WebCenter

3. Fishbowl Participants
Alan Mackenthun
Technical Program Manager
Jason Lamon
Marketing

4. Agenda
• Fishbowl Solutions Overview
• Upgrade Misconceptions
• Impacts of Not Upgrading to Latest Version
• Customer Story: Ryan Companies
• WebCenter Content 11g Features Review
• Fishbowl’s Packaged Upgrade Offering
• Questions

5. About Fishbowl Solutions
Experience
• Over 700 projects since founding in 1999
• Oracle “Gold” Partner
• Oracle “Public Sector Pillar Partner”
Expertise
• Portals and Content Management
• Enterprise Information Management
• Business Process Automation
Customer Successes
• Across verticals
Award Winning
• Forrester Groundswell Award - Mobile App
• Oracle Excellence Award
• Enterprise 2.0 Blazer
• 2009 ECM Architect of the Year

6. Leading Innovations
WebCenter Mobile WebCenter Portals & Intranets
SharePoint Integration Google Search Integration

7. Fishbowl Consulting Services
+ WebCenter Content
Document Mgmt Records Mgmt
Digital Asset Mgmt Web Content Mgmt
Image & Process Mgmt Document Capture
Forms Recognition Content Consolidation
+ WebCenter Portal
+ Employee Intranets
+ Vendor or Partner Extranets
+ Customer Portal
+ BPM (business process management)
+ ERP Integrations
+ Upgrades, Installations, Configuration, Performance Tuning,
Solution Design, Development, Implementation

8. A Path, Package, and Promise for WebCenter Content 11g Upgrades
WHY ARE WE HERE TODAY?

9. Upgrades…like climbing a mountain
• Don’t know where to begin
• Too Daunting
• What lies ahead?

10. Upgrade Misconceptions
Misconception Reality
• Waiting for next version – • Consecutive version
WebCenter Content 12c upgrades required
• Renew maintenance and • Back maintenance and
support when upgrade is support fees and penalties
planned may need to be paid first
• Perceived lack of features – • Significantly improve end
not worth IT’s time user productivity
• Save money by eliminating • Giving up access to
support and maintenance knowledgebases, training
contract sessions, events and other
resources

11. Impacts of Not Upgrading
• No more security updates or bug fixes
• Outdated platform / browsers
• Development costs
• Higher TCO
– System downtime
– Extended support
– Professional services cost
– Custom procedures, processes and enhancements

12. Benefits of Upgrading
• Performance
• Functional Enhancements
• Better alignment to business
processes and trends
• Improved usability
• Architectural changed based on
standards
• Reduced TCO

13. Customer Success: Ryan Companies
• Ryan Companies
– Construction & Commercial Real Estate
• Business Problems
– Trouble finding business documents
– Eliminate multiple copies
– Better searching capabilities
– Consolidate databases
• Move from SQL to Oracle
• Prior Approach for Addressing Problem
– Separate repositories to search
• CIFFS shares, SharePoint, Cloud storage, UCM
• Expected Business and IT Benefits
– Consolidation and easier searching
– Better user adoption
• With use of Oracle DIS
• Enhance user experience with new custom interface

14. Ryan Companies – cont.
Project Details
• Team
– Business Sponsor
• John Leeper, CIO
– Project Manager
• Mike Kohorst, Customer
• Alan Mackenthun, Fishbowl
– Technical Lead
• Ryan McAnnany, Customer
• Jeremy Hericks, Fishbowl
• Andy Weaver, Fishbowl
• Length of time to
upgrade/deploy
– 6 weeks
• Approximate Go-Live Date
– 2/15/2013
• Number of users
– Total users 600

15. Ryan Companies – cont.
• Best Practices and • Future Plans /Roadmap
Challenges Overcome – Enhance use of Oracle DIS
– Build out new – Mobile deployment
development environment • Fishbowl mobile app
• Test upgrade – FishbowlToGo
• Test conversion of custom » Search UCM
code – Enhance user experience
• User acceptance testing with new custom
– Difficult to get them to interfaces
commit
• Easy to use
– Weekly status meetings – Drag and drop
– Consultants on site for – Search
knowledge transfer
– On time and under budget

16. A Path, Package, and Promise for WebCenter Content 11g Upgrades
WEBCENTER CONTENT 11G REVIEW

17. 10g & 11g Architecture Differences
UCM 10g WebCenter Content 11g
Closely tied to web server Content Server running in container
(WebLogic Server)

18. Review: WebLogic Server
• Application server for enterprise systems and
services
– Along with Enterprise Manager, provides a
dashboard for centralized installation,
configuration, monitoring, logging, performance
metrics and diagnostics
– Stop and start multiple refineries
– Multi-threaded to handle greater loads
– Data sources
– User directories

19. Review: ECM Features in 11g
• Content Management Where People Work
– Desktop Integration
• Oracle menus within MS Office and other apps
• Profiles
• Document compare
Production
• Native links Marketing
– Windows Explorer HR
• Metadata popup Sales
• Saved searches WebCenter Content
IT
• My workflows
•
Legal
My checked out content Finance

20. Review: Records Management Features in 11g
• Business User Views & Insight
– New physical records management Interface
– New dashboard
– Oracle BI publisher for comprehensive reports
• Enterprise Reach
– Built on Fusion Middleware
and Java EE
– Iron Mountain support
• Certifications
– DoD 5015.2 v3 certification
– Ch. 2
– Ch. 4

21. Go-Forward Support Options
• Enterprise Content Management 10gR3
– GA of May 2007
– Premier Support ended in December of 2012
Extended Support Sustaining Support
• Updates, fixes and security • Technical support
alerts • Access to MetaLink
• Tax, legal and regulatory • Major product and
updates technology releases
• Upgrade scripts • Pre-existing fixes
• Technical support
• Major product and technology
releases
• 10% increase year 6 • Charged as per renewal
• 20% increase year 7 pricing
• 20% increase year 8

22. A Path, Package, and Promise for WebCenter Content 11g Upgrades
FISHBOWL’S PACKAGED UPGRADE
OFFERING

23. Comprehensive Upgrade Solution
Scope & Build & Implementation Post Production Knowledge Transfer &
Design Test Support Documentation
Architecture and Installation, User acceptance LIVE System! Project
system analysis configuration, testing; activation Issue resolution closeout
migration planning
Project Management

24. Scope & Design
• Architecture Review
• Migration Path Design & Planning
– Upgrade in Place or Migration
• System Review and Analysis
• Existing Component Analysis

25. Build & Test
• Server Installation and Configuration
• Custom Component Upgrades
• Security Configuration
• Full-Text Search Configuration
• Inbound Refinery
• Content Migration
• System Testing and Issue Resolution
• Detailed Deployment Documentation

26. Implementation
• Build staging and production
environments
• User Acceptance Testing
• Activation Planning
• Go-Live Activation

27. Post Production Support
• Issue Resolution
– Performance
– Functionality

28. Knowledge Transfer & Documentation
• Detailed Documentation
• Knowledge Transfer
– WebLogic Server Admin Training
• Project Closeout
• Celebrate!

29. Project Management
• Status Reporting
• Scheduling
• Track Milestones
• Issues Tracking
• Issue resolution

30. Customer Success: Real Estate Investment Company
Customer Profile:
• One of the largest owners and managers of commercial real
estate in the United States
• Core businesses include New York Office and Retail Properties;
Washington, DC Office Properties; and, Retail Properties in the
northeast states, California and Puerto Rico
Business Drivers :
• Development environment was out of date
• Wanted to move off legacy imaging system
• Improve user productivity with Desktop Integration Suite
Solution Summary:
• Upgrade two existing Oracle UCM 10g Servers to 11g
• Integrate with Active Directory
• Configure File Store Provider
• Install Oracle Imaging Application server
• Validate existing Kofax (document capture) integration

31. Poll Question
WHAT IS YOUR TIMEFRAME TO
UPGRADE TO 11G?

32. A Path, Package, and Promise for WebCenter Content 11g Upgrades
PACKAGE OFFER

33. Comprehensive, Affordable Package
*$29,995
• Install 1 instance in 3 environments
• Upgrade standard and custom
components
• Assumes upgrading without additional
feature development
• Includes Fishbowl Content Migrator
Submit Fishbowl Upgrade Questionnaire
Contact:
• sales@fishbowlsolutions.com
• 952-465-3400
Offer valid until June 30, 2013
*Price dependent on Fishbowl approved Upgrade Questionnaire

34. Fishbowl Promise
• Expert analysis
• Optimal strategy
• Performance suggestions
• Customization continuance
• Detailed documentation
• Shared knowledge
• Go-Forward, Go-To partner

35. Why Fishbowl Solutions?
• Proven WebCenter Experience
• 13+ years implementing, customizing, and supporting WebCenter
• Oracle WebCenter Content & Portal specialized
• Holistic Consulting Approach to WebCenter Projects
• Further leverage WebCenter as infrastructure
• Realize short-terms wins while ensuring long-term success
• Numerous Upgrade Successes
• Content, Imaging, Records Management
• Establish foundation to further leverage WebCenter investment

36. Questions?

37. Now Available from Fishbowl Solutions
• Access WebCenter Content
from your iPhone or iPad
• Search & View Content
• Add Favorites
• Review Workflow
• Check-in
• Download Free on iTunes
• Search “Fishbowl Solutions”
• Coming Soon for Android

38. Stay Connected
web: fishbowlsolutions.com email: sales@fishbowlsolutions.com
phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com
twitter: @FishbowlE20
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webcenter content & webcenter portal