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Jonathan Pearson, Solutions Consultant
Top 5 tips to cut the effort of your
Oracle EBS R12 project by a third
Delivering Quality Through Innovation
© 2013 Original Software
Oracle EBS is…
Critical & Integral – runs the business
Very complicated – a mystery to most
Often customized
Challenging to test
© 2013 Original Software
Vote in this 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
© 2013 Original Software
Situation Assessment
End of life coming for 11i
Tip 1
Understand who needs to be involved
© 2013 Original Software
Upgrade responsibilities
IT responsibility
Database Changes
Customization redevelopment
Project Management
Business responsibility
Functional & process changes
System validation
UAT
Training Materials
© 2013 Original Software
Stakeholders
Training
Business Analyst
Power User
DBAProgrammers
Help Desk
Project ManagersBusiness Leaders
© 2013 Original Software
Vote in this 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
Tip 2
Understand how much effort it will take
© 2013 Original Software
Overlooked impact
© 2013 Original Software
Typical work impact
and cost of effort
Tip 3
Understand the biggest challenges
© 2013 Original Software
Biggest challenges
Confirmed top 3 Challenges
Inadequate
validation processes
Poor communication
and collaboration
Limited access to needed
business resources
© 2013 Original Software
Optimized validation
Current 11i functionality defines
requirements of R12 testing
Customizations add to complexity
“ALL about TESTING and
VALIDATION” a business perspective
You need to involve business to test –
in a big way
© 2013 Original Software
Are you enabled for success?
Are your current scenarios
well documented?
Are your business users
easily accessible?
© 2013 Original Software
Vote in this quick poll
How well documented are your business
processes?
 Poorly
 Some documentation, likely out of date
 Customizations documented, little else
 Well documented
Tip 4
Centralize your information
© 2013 Original Software
Knowledge transfer is key
Transform “Tribal” knowledge
into formal
It’s all about collaboration
© 2013 Original Software
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
© 2013 Original Software
Foundations for collaboration
© 2013 Original Software
What to collaborate?
Project plans
Resources
Timescales
Tasks
Progress
Coverage
Re-use
Knowledge
Data
Environments
Availability
Audit
Traceability
Customizations
Complexity
Process
© 2013 Original Software
Collaboration – How?
How to establish a Knowledge Base?
Workflow & Process to “herd the cats”
Dashboards & Visibility
Time saving tools
Tip 5
Implement process best practice
© 2013 Original Software
Understand the upgrade process
© 2013 Original Software
Once upgrade process starts…
All ongoing initiatives
stop until upgrade is
done
Make this your reality
What needs to be in place?
© 2013 Original Software
Technology can help
Provide Structure & best practice
Unified collaboration
Capture knowledge
Manage validations
Effective automation
© 2013 Original Software
Vote in this quick poll
What is the most important success factor for an
Oracle EBS upgrade at your organization?
 Minimize the risk of the application not supporting
core business
 Minimize the project cost
 Deliver as quickly as possible
 Minimize the time business users
participate in the project
© 2013 Original Software
Technology benefits
Ensure Success
 Greater coverage, less risk
Increase Visibility
 Shared problem, shared success
Minimize Impact
 Start Quickly
 Easy to use
Save 30% Time, Money
 During upgrade
 On-going patches
 Eliminate a CRP
© 2013 Original Software
Projected savings in labor
© 2013 Original Software
The difference between
success and failure…
Thank you for joining us
Complete this Oracle EBS R12 upgrade
survey and receive the survey report
origsoft.com/oracle-survey
Get in touch…
Call: UK +44 (0)1256 338666 l USA (1) 630 321 0092
Click: www.origsoft.com/contact
Email: solutions@origsoft.com

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Top 5 Tips to Cut the Effort of your Oracle EBS R12 Project by a Third

  • 1. Jonathan Pearson, Solutions Consultant Top 5 tips to cut the effort of your Oracle EBS R12 project by a third Delivering Quality Through Innovation
  • 2. © 2013 Original Software Oracle EBS is… Critical & Integral – runs the business Very complicated – a mystery to most Often customized Challenging to test
  • 3. © 2013 Original Software Vote in this 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
  • 4. © 2013 Original Software Situation Assessment End of life coming for 11i
  • 5. Tip 1 Understand who needs to be involved
  • 6. © 2013 Original Software Upgrade responsibilities IT responsibility Database Changes Customization redevelopment Project Management Business responsibility Functional & process changes System validation UAT Training Materials
  • 7. © 2013 Original Software Stakeholders Training Business Analyst Power User DBAProgrammers Help Desk Project ManagersBusiness Leaders
  • 8. © 2013 Original Software Vote in this 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
  • 9. Tip 2 Understand how much effort it will take
  • 10. © 2013 Original Software Overlooked impact
  • 11. © 2013 Original Software Typical work impact and cost of effort
  • 12. Tip 3 Understand the biggest challenges
  • 13. © 2013 Original Software Biggest challenges Confirmed top 3 Challenges Inadequate validation processes Poor communication and collaboration Limited access to needed business resources
  • 14. © 2013 Original Software Optimized validation Current 11i functionality defines requirements of R12 testing Customizations add to complexity “ALL about TESTING and VALIDATION” a business perspective You need to involve business to test – in a big way
  • 15. © 2013 Original Software Are you enabled for success? Are your current scenarios well documented? Are your business users easily accessible?
  • 16. © 2013 Original Software Vote in this quick poll How well documented are your business processes?  Poorly  Some documentation, likely out of date  Customizations documented, little else  Well documented
  • 17. Tip 4 Centralize your information
  • 18. © 2013 Original Software Knowledge transfer is key Transform “Tribal” knowledge into formal It’s all about collaboration
  • 19. © 2013 Original Software 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
  • 20. © 2013 Original Software Foundations for collaboration
  • 21. © 2013 Original Software What to collaborate? Project plans Resources Timescales Tasks Progress Coverage Re-use Knowledge Data Environments Availability Audit Traceability Customizations Complexity Process
  • 22. © 2013 Original Software Collaboration – How? How to establish a Knowledge Base? Workflow & Process to “herd the cats” Dashboards & Visibility Time saving tools
  • 23. Tip 5 Implement process best practice
  • 24. © 2013 Original Software Understand the upgrade process
  • 25. © 2013 Original Software Once upgrade process starts… All ongoing initiatives stop until upgrade is done
  • 26. Make this your reality What needs to be in place?
  • 27. © 2013 Original Software Technology can help Provide Structure & best practice Unified collaboration Capture knowledge Manage validations Effective automation
  • 28. © 2013 Original Software Vote in this quick poll What is the most important success factor for an Oracle EBS upgrade at your organization?  Minimize the risk of the application not supporting core business  Minimize the project cost  Deliver as quickly as possible  Minimize the time business users participate in the project
  • 29. © 2013 Original Software Technology benefits Ensure Success  Greater coverage, less risk Increase Visibility  Shared problem, shared success Minimize Impact  Start Quickly  Easy to use Save 30% Time, Money  During upgrade  On-going patches  Eliminate a CRP
  • 30. © 2013 Original Software Projected savings in labor
  • 31. © 2013 Original Software The difference between success and failure…
  • 32. Thank you for joining us Complete this Oracle EBS R12 upgrade survey and receive the survey report origsoft.com/oracle-survey Get in touch… Call: UK +44 (0)1256 338666 l USA (1) 630 321 0092 Click: www.origsoft.com/contact Email: solutions@origsoft.com