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Ariba 9r1 Best Practices Rob Steinberg Account Manager November 3, 2009

Ariba 9r1 Best Practices Rob Steinberg Account Manager November 3, 2009. 9r1 Upgrade Lessons Learned Best Practices. Plan The “Whole” Project General Process Changes – model/test scenarios in the application, plan approach, and communicate! Redesigned Module/Feature Impact

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Ariba 9r1 Best Practices Rob Steinberg Account Manager November 3, 2009

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  1. Ariba 9r1 Best PracticesRob SteinbergAccount ManagerNovember 3, 2009

  2. 9r1 Upgrade Lessons LearnedBest Practices • Plan The “Whole” Project • General Process Changes – model/test scenarios in the application, plan approach, and communicate! • Redesigned Module/Feature Impact • Test Scripts (refresh/rewrite implications) • Allow sufficient time for both testing AND fixing of issues • Resource need (both functional and technical) • Build out a 9r1 Demo environment • Perform hardware assessments early • If updated hardware is recommended, get the process started early • Ariba can give you guidelines, but the specifics will need to come from your hardware vendor • If upgrading hardware, upgrade Development, Testing and Production hardware • Realize that you will have many environments running at the same time • Production Support – 8.2 / 4r4 Dev & QA • Upgrade Project – 9r1 Dev, QA and Mock Cutover

  3. 9r1 Upgrade Lessons LearnedBest Practices • Plan your review of the new functionality • Things have changed in the user interface • Don’t wait until system testing / UAT to manage this change • Delta training (technical and functional) is available • Admin staff needs to understand architectural changes and administrative differences • Understand your customizations • Make sure Ariba has all documentation related to your customizations (and you have test scenarios) • Further testing (on-site) should be anticipated before end users are granted access to the system • Manage code/configuration changes during the upgrade

  4. 9r1 Upgrade Lessons LearnedBest Practices • Dedicate resources to upgrade test scripts early • Demo environment will be critical here • Incorporate different testing groups • Core Team • Power Users • Reduce / Eliminate other responsibilities of testers during the time scheduled for testing • Execute your comprehensive test plan • Make sure your test cycle for both System Test and UAT contains time to resolve the issues • Complete test cases should exist for both your basic functionality and your customizations • Expect more than one mock cutover • There are too many moving parts to get this 100% the first time • There will be multiple iterations of the cutover process to ensure a clean execution during go-live weekend

  5. Don’t Forget the UsersChange Management • Involve the Users • User Advisory Committee • Set expectations • Select the members wisely • Involve in User Acceptance Testing (UAT) • Communication is Key • Well laid out communication plan • Overview session • Positive Outcomes • Reduction in post go-live support • Hoping for increased user adoption

  6. Don’t Forget The UsersCommunication Plans • Article in Quarterly eNewsletter • Brown Bag meetings • Administrator presentations • Hands-on Overview Sessions • Lecture Style Overview Sessions • Customized Overview Sessions for key depts. • Key announcements on websites • Announcement on Company Portal

  7. This is Spend Management 7

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