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Complete Trusted Guaranteed. How Not To Do an R12 Upgrade Project. Ramesh Kumar eAlliance Corporation www.eAlliancecorp.com. R12 Upgrade Challenges?. A Typical R12 Upgrade Implementation. DBA Team Delivers First Release of R12 Instance Development Team Fixes Code Breaks

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Complete Trusted Guaranteed

How Not To Do an R12 Upgrade Project

Ramesh Kumar

eAlliance Corporation

www.eAlliancecorp.com

a typical r12 upgrade implementation
A Typical R12 Upgrade Implementation
  • DBA Team Delivers First Release of R12 Instance
  • Development Team Fixes Code Breaks
  • End-less Email Chains
  • ‘UAT’
  • R12 Go-Live
typical r12 project outcomes today
Typical R12 Project Outcomes Today ….
  • Costly Project Overruns
  • Business Flow Disruptions
  • Frustrated Users
  • Negative Impact on Overall Business

Can you afford this in today’s economy?

problem 1 functionality surprises
Problem #1: Functionality Surprises
  • Confession from an Operational Manager – Finance & Systems, after their R12 Upgrade Project
  • What Could Have Gone Better?
  • “We could have been more prepared at the start of the project around the nature and scale of changes coming in with R12”

after R12 Go-Live

Surprise!

Surprise !!

Surprise !!!

approach tackle changes ahead of the project
Approach: Tackle Changes Ahead of the Project
  • Explain what R12 changes mean to users before starting the project. For ex. TCA, Supplier Master, Payments, Collections, GL
  • Review and document key business process flows with to understand the R12 impact
  • Don’t Deliver Training 1.0 in a Training 2.0 World
      • Classroom training (Training 1.0) doesn’t cut it.
      • Instructional Videos.
      • Create a Knowledge Vault of recorded videos for on-demand retrieval.
      • Training 2.0 possible with Enterprise Social Network.
      • Leverage tools like UPK
collaboration technologies today
Collaboration Technologies Today …..

According to McKinsey Global Institute

Business and Economics Research Arm of McKinsey & Company

culprit 3 underestimating cemli impact
Culprit #3: Underestimating CEMLI Impact
  • Do Not Underestimate the impact of CEMLI objects
invest time and effort in r12 technology changes
Invest Time and Effort in R12 Technology Changes
  • Train Developers in New R12 Tools
  • Utilize automated tools for the CEMLI Migration to R12
step 4 testing practices
Step #4: Testing Practices
  • “Testing is the single most aspect of ERP Upgrade Projects” – AMR Research
  • “Plan to have the same testing phase as you would in a new install, including formulating test cases, checking results, and retesting as needed” – Director of IT/ERP Project Manager

after R12 Go-Live

Surprise!

Surprise!!!

Surprise !!!

solution establish a solid test strategy
Solution: Establish a Solid Test Strategy
  • Document business processes as a basis for testing
  • Testing just a few steps is NOT a “Testing Strategy”
    • Entering an order
    • Shipping an order
    • Creating an invoice and collect money
  • Whole lot of other stuff need to be tested
  • Develop Test Scripts and try to automate the process
  • Leverage tools such as Oracle Automated Testing Suite (OATS)
summary how to save money on r12 upgrades
Summary: How to Save Money on R12 Upgrades

Upgrade 1.0 Upgrade 2.0

  • Training 1.0 -- Late  Training 2.0 – Early
  • Email/Phone  Collaboration 2.0
  • CEMLI Migration  Technical Training Upfront
  • Testing  Automated Testing Tools