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Best Practices in Implementation and Upgrade of Oracle e-business Suite. Agenda. Assess Your Organization’s “Personality” Budgetary Appetite Talent and Know How Ownership vs. Stewardship Manage the Project Plan, Plan, Plan Use Project Management Science Design Considerations

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best practices in implementation and upgrade of oracle e business suite

Best Practices in Implementation and Upgradeof Oracle e-business Suite

Oracle Application User’s Group

agenda
Agenda
  • Assess Your Organization’s “Personality”
    • Budgetary Appetite
    • Talent and Know How
    • Ownership vs. Stewardship
  • Manage the Project
    • Plan, Plan, Plan
    • Use Project Management Science
  • Design Considerations
  • Know Why and When to Upgrade
  • Know Impact of not staying current
    • When an upgrade is really a fresh install
  • Considerations while doing a point release upgrade
  • Making down time less painful
  • Incorporating new functionalities during upgrade
  • Sharing experience among audience

Oracle Application User’s Group

assess your organization s personality
Assess Your Organization’s Personality
  • Budgetary Appetite
    • Minimizing Costs vs. Maximizing Value
    • “Building” experience vs. “Renting” experience
    • Talent supply and demand – times are changing again!!!
  • Talent and Know How
    • Experience performing many implementations and upgrades
    • Experience with specific releases of applications and database
    • In House; On-Site; Near-Shore; Off-Shore (Global Delivery Model)
  • Ownership and Stewardship
    • Are your driving the ship or just along for the ride?
    • Business owners vs. IT owners

Oracle Application User’s Group

actively manage the process
Actively Manage the Process
  • Plan, Plan, Plan – Four Basic Dimensions
    • Scope
    • Tasks (effort)
    • Dependencies (critical path)
    • Resources

These dimensions tell you the time and the cost

  • Apply Good Project Management Science
    • The project manager is not solely responsible for success
      • Raise issues and know when to escalate issue to risk
      • Identify Conflict
      • Report the Truth – All of the Time
    • Track tasks and the timeline will take care of itself
    • Business owners (VP, CFO, CIO, CEO, etc..) have the responsibility to clear hurdles, make decisions, and resolve conflict. Make them involve actively in all the phases of the project
    • Over Communicate rather under communicate
  • “Hope” is not a Strategy

Oracle Application User’s Group

design considerations
Design Considerations
  • Global Template
  • Multi Org Considerations
  • Customization Vs Extension
  • Design and Build Standards
  • Using Oracle Out of the box
  • CRP – Proof of concept for executing your design
  • Simplification
  • Testing strategy
  • Importance of Training

Oracle Application User’s Group

why and when an organization need to upgrade
Why and when an organization need to Upgrade

Why:

  • To keep up with the technology and being current
  • To resolve TAR issues Faster
  • To get fixes for lot of known bugs
  • To use new functionalities and new products
  • To get performance improvement

When:

  • Do at least 1 point release upgrade per year. Ideally upgrade after every 2 point releases
  • Upgrade to the latest point release that has been in the market for at least 3 to 6 months

Oracle Application User’s Group

impact of not staying current
Impact of not staying current
  • Loss of supported upgrade path
  • Reduction of outside talent pool (i.e. higher costs)
  • Reduced number of other users that share your issues and concerns
  • Increased risk of losing in house talent
  • Loss of support from Oracle
    • Even if you stay supported from a contractual perspective, you will no longer be at the top of Oracle “to do” list.
  • When an upgrade is really a fresh install
    • Upgrade Vs Reinstall
    • Single Org to Multi-Org environment

Oracle Application User’s Group

considerations while doing upgrade
Considerations while doing Upgrade
  • Clear understanding of architectural changes and technology stack changes during point release upgrade
  • Impact to 3rd party systems
  • Impact to customizations
  • Full fledged System Integration testing
  • Unit testing of all the existing functionalities
  • Impact analysis on changes to common modules like FND, AD, Workflow etc to the entire e-business suite

Oracle Application User’s Group

making downtime less painful
Making Downtime Less Painful
  • No Substitute for Careful Planning
    • Limit Scope
  • Spread downtime over several periods
    • Database Upgrade
    • Technology Stack Upgrade
    • Applications Upgrade
  • Use multiple DBA’s and built-in features
    • Compile objects at end of all patches
  • Rehearse
  • Plan downtime during non-peak seasons

Oracle Application User’s Group

incorporating new functionalities during upgrade
Incorporating new functionalities during Upgrade
  • Oracle comes out with lot of new functionalities during each point release upgrade
  • Oracle also introduces few new modules in each of their point releases
  • Organization can maximize ROI on point release upgrade by identifying and start using the new functionalities that has either business benefit or system benefit
  • The only work to start using new functionalities is to do proper communication and training
  • Eliminate some of the customizations by incorporating new functionalities

If you just do a plain point release upgrade without incorporating

any new functionalities, you will end up in not using those

functionalities for a long period time

Oracle Application User’s Group

contact us
Contact Us

Arul Murugan, CPIM

Sr. Principal Consultant, enrich IT

Ph: 404-723-1405

Email: Arul@enrichIT.com

Jim Grebe

Managing Partner, Value Technology, Inc.

Ph: 770-331-5072

Email: jgrebe@value-technology.com

Oracle Application User’s Group