R12 a big step forward
Download
1 / 44

- PowerPoint PPT Presentation


  • 93 Views
  • Updated On :

R12 --- A Big Step Forward. Prepared for NorCalOAUG January 17, 2008. October 12, 2007. Partnership for Success.

Related searches for

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about '' - dale


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
R12 a big step forward l.jpg

R12 --- A Big Step Forward

Prepared for NorCalOAUG

January 17, 2008

October 12, 2007

Partnership for Success


Slide2 l.jpg

  • About XsigoAbout NaviSiteXsigo Project Objectives & Decision ProcessScope of the ProjectImplementation ApproachR12 FeaturesWhat Worked WellWhat Did Not Work So WellUpgrade ConsiderationsSummary


Slide3 l.jpg

About Xsigo

  • Founded 2004

  • Location:

    • Sunnyvale, CA

  • Funding

    • Kleiner Perkins,

    • Greylock Partners,

    • Khosla Ventures

    • Juniper Networks

  • Board members include:

    • Ray Lane: Former President, Oracle

    • Mark Leslie: Co-Founder, VERITAS

    • Vinod Khosla: Co-Founder, Sun

    • Ashok Krishnamurthi: Founding team at Juniper

“Xsigo offers a compelling solution that delivers I/O virtualization. Solutions like this will enable greater flexibility and change the way organizations deliver IT services.”

- John Humphreys, IDC


Slide4 l.jpg

VP780 I/O Director

  • 24 Server ports

  • Expansion switch available for connection to hundreds of servers

  • Hardware-based architecture

  • Fully non-blocking fabric

  • 780 Gb/s aggregate bandwidth

4U height

  • Custom silicon

  • Line rate throughput

  • 15 I/O module slots

  • 4 X 1Gb Ethernet

  • 1 x 10Gb Ethernet

  • 2 x 4Gb Fibre Channel

  • SSL offload module

Redundant hot swappable fans and power supplies.


Slide5 l.jpg

How Xsigo Helps

Without Xsigo

With Xsigo

70% fewer cables, cards.

No edge switches.



Navisite fast facts l.jpg
NaviSite – Fast Facts

  • Founded in 1997

  • Employees: ~700

  • Customers: ~ 1400

  • Bay Area Office: San Jose

  • Other major offices

    • Key Offices: Andover, Houston, Atlanta, Chicago, New York, London

    • West Coverage: San Jose, Portland/Seattle, Los Angeles, Denver

    • Offshore Operations: India - New Delhi

  • Data Centers

    • 16 facilities around the globe (including Las Vegas, LA, San Jose, San Francisco)

    • N+1 Redundancy in All Critical Systems

    • SAS 70 Type II Certified

Visit us at: http://www.navisite.com/


Services overview l.jpg
Services Overview

  • Hosting Services

    • Application Management (Oracle, 3rd Party, Custom Apps)

    • Managed Messaging

    • Managed Services for IT Infrastructure

    • Content Distribution

    • Dedicated Web Hosting

    • Co-location Services

  • Professional Services

    • Planning, Implementation, Upgrades, Maintenance, Optimization, Compliance/Governance

      • Technology: Architecture, Infrastructure, BI, DWH and Security

      • Applications: Oracle Application Products

  • Outsourcing Services

    • IT Planning Services

    • Custom Application Development & Management Services

    • Software QA and Testing


Slide9 l.jpg

Hosting Services at a Glance

Hosting & Application Management Delivery Team

Managed Applications

Demantra/

Agile/

Hyperion

Oracle

Siebel

PeopleSoft

JDE

Capabilities

Client/Account

Management

Support

(Level I – III)

Application

Management

Upgrades

Patching

System

Enhancements/

Customizations


Professional services offerings at a glance l.jpg
Professional Services Offerings at a Glance

Program & Project Management

  • PEOPLE

  • Right blend of product knowledge, business / Industry experience and consulting skills

  • Global Presence

  • PROCESS

  • Use Oracle’s AIM Methodology

  • Establish a Global Business Model

  • Facilitated Workshops Approach

  • TOOLS

  • Utilize Process Flows Approach

  • Use tools and templates for rapid deployment

Enterprise

Technical Architecture

Business Consulting

System Selection Process

ERP and CRM System Implementation and Transformation

Applied Technology Services (Custom Development, Conversions, Interfaces)

Core Technology Services

(Database, Middleware, Messaging, Security, Enterprise Management)

Industry Based Solutions

Managed Services

Enterprise Business Process Execution

Data Hubs / Data Consolidations

Business Continuity

High Availability / Disaster Recovery

Optimization

Services

Enterprise

Business

Intelligence

Adoption & Learning

Upgrade

Consolidation

M & A

Spin- Off

Health check &

Assessment

SOX - Compliance &

Governance

Change Management

Global Delivery

Global Roll Out



Slide12 l.jpg

Prior State of ERP: August, 2006

  • Development stage company

  • Running 3rd tier ERP

    • Order Entry, MRP, Financials

  • 3rd party products spec’d for CRM, configurator, etc..

    • Integrated via middleware

    • No solution for installed base, fixed assets

    • Limited global capabilities

  • Desire to build ‘Best in class IT infrastructure’

    • Significant functional expectations across the business

  • Rapid global growth expected


Slide13 l.jpg

ERP Decision Drivers

  • Strong functionality

  • End to end enterprise management and reporting

  • Jump-start best in class business processes

  • Build foundation for global growth

  • Lowest total cost of ownership

  • Partnership with ERP vendor and Integrator


Slide14 l.jpg

ERP Alternatives Considered

  • Plan of record: Tier3 ERP + other 3rd parties + middleware

    • Requires upgrade to Tier1 in 12-18 mo.

  • Tier 2 applications

    • Requires upgrade to Tier1 in 24 mo.

  • Tier 1 applications

    • Higher cost in near-term


Slide15 l.jpg

Initial Decision: Oracle 11.5.10 + Navisite

  • Lowest total COO:

    • NPV of Oracle/Navisite solution 5% -25% lower than other alternatives

    • Far less business disruption implementing now vs. upgrading later

  • Best in Class business templates

    • Lower implementation cost

    • ‘Quantum Leap’ in process & controls

    • Shortens path to SOX 404 compliance

  • Hosted by Navisite

  • After first month (coinciding with the Oracle R12 release), decision changed to deploy R12 based on new functionality and Xsigo's commitment to stay with state of art technology.


Slide16 l.jpg

Decision to move to R12

  • Nov 06: Decision finalized on Oracle

  • Jan 07: Project started with 11.5.10

    • R12 not available until late January

    • Original go-live planned for April 1, 2007

  • Course change in Feb 07: implement R12

    • Key new/improved functionality:

      • Greatly improved UI (esp. in CRM Modules)

      • Pre-delivered report templates

      • Other technology enhancements (HTML, etc.)

    • Avoid costly and time-consuming upgrade in 12-15 mo.

  • Added 1 month to schedule: went live on schedule May 4, 2007



Slide18 l.jpg

Major Implementation

  • 20 business applications

  • 36 business workflows

  • First R12 deployment in North America

    • 2nd worldwide (‘Like Avis: We try Harder!’)

  • 3 ½ months from kickoff to go-live

    • 5 months from contract signing


Scope summary l.jpg
Scope Summary

  • 36 Oracle Business Flows:

    • Manufacturing: 13

    • Sales and Service: 12

    • Accounting: 9

    • HR: 1


Slide20 l.jpg

Business Transactions

The key Oracle data objects & transactions:

Design

Plan

Buy

Sell

Ship

Service

Returns

Pick

Pack

Ship

Invoice

Lead

Oppty

Sales Forecast

Quote

Contract

Order

Service Request

Contract Renewal

Item

BOM

ECO

Design Graphics

Mfg Forecast

MDS

MPS

Planned Order

Req

PO

Receipt

Asset

Payment

RMA

AE



Slide22 l.jpg

Database Tier

  • 3 SUN V240 Servers

  • 2 x 3 CPUs @ 1.2 GHz

  • 8GB RAM

  • N + 1 Load Balance Architecture

Middle Tier

  • EMC Clarion CX300

  • 500GB Storage

  • Raid 1+0 for production

  • 1 Hot spare

  • N+1 Power Supply

Storage Tier

  • iSupport, iExpenses

  • iStore, IProcurement

i-application Tier

Architecture: Hardware




We employed a proven implementation approach to accelerate implementation and mitigate project risk l.jpg

NaviSite provided the right blend of product knowledge, business experience and consulting skills.

The project organization model optimized Xsigo / NaviSite resource mix.

The Project Management Methodology has an integral component for risk identification, tracking and mitigation

We established a Business Model

Facilitated Workshops for key decisions

Established a common understanding of Xsigo Systems business model and process flows

Leveraged Business Flows to:

Stimulate discussion of business requirements

Review leading practices and best use of Oracle applications

Establish an initial Conference Room Pilot

Use of Accelerators with AIM for Business Flows tools, templates

Time

Quality

Cost

We employed a proven implementation approach to accelerate implementation and mitigate project risk

P

E

O

P

L

E

P

R

O

C

E

S

S

Achieving a balance between time, quality, and cost

T

O

O

L

S


Slide26 l.jpg

Definition business experience and consulting skills.

Elaboration

Build

Transition

Production

Determine Exception

Dispositions

Determine Exception

Dispositions

Prepare

Production

Environment

Project

Planning

Update Flows

Update Flows

Update Procedures

Update Procedures

Conduct

CRP 1.1

(Familiarization)

Convert and

Verify Data

Update Setups

Update Setups

Update Test Script

Update Test Script

Prepare CRP 2.0

Environment

Prepare CRP 3.0

Environment

Conduct

CRP 1.2

(Mapping)

Perform

Acceptance

Test

Conduct CRP 2.0

Conduct CRP 3.0

Identify Exceptions

Identify Exceptions

Begin

Production

Maintain

System

Identify

Exceptions

Design

Extensions

Perform Systems

Integration

Test

Propose

Future

Direction

Create and test

Custom

Extensions

Conduct

Business

Architecture

Workshops

Prepare

Custom

Test Scripts

Utilize Standard Templates

Using standard templates as baseline and minimizing exceptions allowed for a 3 ½ month implementation


Slide27 l.jpg

Project Team business experience and consulting skills.

  • Executive/Board Buy-in

  • Steering Committee:

    • VP Operations, VP Finance, VP Support

  • Implementation Team:

    • Functional ‘Power Users’ - 8

      • Operations

      • Accounting/Finance

      • Sales

    • IT: Director & Progr/Analyst

    • Navisite:

      • Project Lead

      • Consultants 6-7

Total – 18 people


Slide28 l.jpg

R12 Features business experience and consulting skills.


Slide29 l.jpg

R12 Features used at Xsigo business experience and consulting skills.

  • Costing

    • Deferred COGS - defer COGS and recognize at time of Revenue Recognition

  • Sales

    • Create leads and opportunities directly from the customer record

    • Email Interactions: Oracle Sales for Handheld, e-mails sent or received using Outlook are logged in Interaction History for Contacts and Customers

  • Sales Offline

    • Mobile users can create/update leads, opportunities and quotes while out in the field and synchronize the new lead information back to the database.

  • Sales for Handheld

    • Create and manage appointments and contacts via MS Outlook for synchronization up to the database

    • Create and manage appointments and contacts via the database for synchronization to the database MS Outlook.


Slide30 l.jpg

R12 Features used at Xsigo business experience and consulting skills.

  • Purchasing

    • Professional Buyer’s workcenter – easier user interface with all a buyer needs in one html form - Autocreate PO, create and query PO’s and blankets

    • Professional Buyer’s workcenter shares the catalog with iProcurement

  • Payables

    • XML for AP checks

    • Payment workbench – easy to see status of job, next step and payment statistics

  • iSupplier Portal

    • New supplier onboarding process as well as supplier managed user maintenance

  • Teleservice

    • New HTML Customer Support Dashboard with work list

      • Xsigo preferred over Universal Work Queue because of it’s ease of use and ability to pick SR’s and Task’s from Group Queue


Slide31 l.jpg

R12 Features used at Xsigo business experience and consulting skills.

  • Service Contracts

    • Approvals Management pulled out of Service Contracts and now contained in "Common" location and shared across modules 

      • Helped consolidate approvals management process, provided greater flexibility in assigning appropriate approver

    • HTML Renewals Dashboard allowing users easy access and viewing of contracts available for renewal

      • Light use currently, but in the future will give Contract Renewals manager central dashboard to view contracts up for renewal, which assists the automatic notifications that are generated from Service Contracts up for renewal

  • iSupport

    • Enhanced Self Service Registration to leverage shared iStore user interface

      • Very helpful in getting Xsigo the user registration they desired, and it is fully compatible with future iStore needs

    • Ability to group Case/Request Types into Case/Request Type Categories for Logical display in iSupport

      • Allowed Xsigo to categorize the Service Request types which greatly enhanced the “usability” for customers


Slide32 l.jpg

R12 Features used at Xsigo business experience and consulting skills.

  • Install Base

    • Entirely new HTML user interface...dramatically improved functionality

      • This was critical at Xsigo, they found 11.5.10 to be virtually unusable in it’s former state.  New functionality provides; breadcrumbs to return to higher level information,  significant increase in instance data organization, which allowed for easier user understanding and training, easier to build and display Item configurations (think ATO)

    • Increased integration across Service Contracts, Teleservice, OM and Field Service allowing easy instance creation, update and transfer

      • This was used across the spectrum for Xsigo to view Install Base properties, and will be utilized in the future as their Install Base matures and requires greater product maintenance

  • Knowledge Management

    • Allows users to search for unstructured content stored in external locations such as files servers.

      • Xsigo planned to take advantage of this in the future when they load specs and documents on Chassis

    • Extended Search capabilities to utilize the commonly used double-quotes "Search"

      • Xsigo really needed this enhanced search capability to locate relevant “solutions” stored in the Knowledge Repository


Slide33 l.jpg

What Worked Well business experience and consulting skills.


What worked well l.jpg
What Worked Well business experience and consulting skills.

  • Solid Partnership between Oracle, Navisite and Xsigo

  • NaviSite Consulting Services

    • Excellent team of consulting resources

    • Very knowledgeable about the Oracle modules/flows

  • NaviSite Hosting Services

    • Effective 24x7 support; Xsigo did not need to employ a DBA

    • “One neck to choke” with Navisite providing both hosting & consulting

  • Resources & Support from Oracle

    • Due to R12, Oracle assigned a critical account manager

    • CAM helped facilitate direct communication with development

  • Xsigo

    • Strong executive support

    • Strong commitment to go “vanilla”

    • Dedicated resources


Slide35 l.jpg

What Worked Well – cont’d business experience and consulting skills.Benefits from Oracle ERP

  • Integration across the enterprise

  • Sales force and support automation

  • Highly functional customer portal

  • Global capabilities

  • Common skillset

  • Consistent, accurate and timely reporting

  • Automated Workflow


Slide36 l.jpg

What Did Not Work So Well business experience and consulting skills.


Lessons learned l.jpg
Lessons Learned business experience and consulting skills.

  • User Uptake of Oracle

    • First Time Users

    • Understanding Oracle terminology

  • User Acceptance Testing

    • User testing should have incorporated additional time for training and testing

  • Super User Staffing

    • Small company, big Oracle footprint

    • User churn

  • Sequence of implementation

    • Should not have deferred tax to late in the project


Slide38 l.jpg

Limited to Zero Sev 1 issues in Production business experience and consulting skills.

  • As expected, we experienced issues

    • “It felt like we were the 1st company to go live on R12!”

  • Strong support from Oracle & Navisite

  • Issues in post production were resolved quickly


Slide39 l.jpg

Upgrade Considerations business experience and consulting skills.


Slide40 l.jpg

R12 Upgrade Paths business experience and consulting skills.

Refer: Oracle Applications Upgrade Guide: Release 11i to Release 12, Part No. B31566-01


Slide41 l.jpg

Upgrade Considerations business experience and consulting skills.

  • Are you at version 11.5.7 or higher?

    • If yes, you may upgrade directly to R12 based on your business situation

    • If no, since you have to first upgrade to 11.5.10.2 before upgrading to R12, you may want to consider re-implementation as well, particularly if you have lots of extensions / customizations

  • Consider implementing significant technical advances available in R12 for business benefits you may need

    • 100% Active-active High-Availability and Scalability using Oracle Database Cluster (10gRAC) and Oracle Applications Cluster with Load-balancing

    • Complete Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers

    • Support for Oracle Automated Storage Management (ASM) for a variety of storage solutions

    • Support for Advanced Security for External Users (e.g. for iSupport Portal)

  • At least 2 complete cycles of successful test upgrades suggested before production cutover for upgrade

  • If you need to change Operating System (e.g. Unix to Linux, or Windows to Unix/Linux), add another successful test cycle


Slide42 l.jpg

Summary business experience and consulting skills.


In summary l.jpg
In Summary… business experience and consulting skills.

R12 is the right direction….

Richer functionality in Financials and Procurement

Technical Installation Is Much Quicker

XML is Great

Tax Engine is Much Different

TCA Is Here To Stay


Contact information l.jpg
Contact Information business experience and consulting skills.

Pete Wolffe

Senior Director

[email protected]

Navisite, Inc

2720 Zanker Rd.

San Jose, Ca. 95134 650.823.0929 (Cell)

www.navisite.com


ad