Best Practices for Adopting Oracle E-Business
Suite, Release 12
January 2009
Your Presenters
Carmel Slattery
Senior Director
Oracle Consulting Services
carmel.slattery@oracle.com
Presentation Agenda
• Introduction
• Implementing V Upgrading
• Top 25 Tips for Project Best
Practices
• Product Specific Considerations
• Customer Case Studies
<Insert Picture Here>
Implementing V Upgrading
• Implementing
• Install the R12 software and implement it to
reflect your enterprise structure and
operating practices. You then load any
historical data from your legacy system to
the freshly implemented R12 system.
• Upgrading
• You install the R12 software and use Oracle
supplied tools and scripts to transform your
historical data in place to the new Release
12 data model. The standard upgrade
process converts your existing setup to
R12.
Oracle Consulting Services
- Top 25 Tips for Adopting R12
1.
Allocate enough time for your project
2.
Determine the appropriate project scope
3.
Determine your upgrade approach
4.
Plan for Required Financials Setup Steps
5.
Look for Opportunities to simplify your project
Oracle Consulting Services
- Top 25 Tips for Adopting R12
6.
Inventory your customizations and prioritize them for upgrade
7.
Consider migrating your reports to Business Intelligence Publisher
8.
Assemble a project team that combines technical and functional skills
9.
Involve your business users at every project phase
10. Keep your project team in place through your first financial close
Oracle Consulting Services
- Top 25 Tips for Adopting R12
11. Re-examine user roles and responsibilities and business processes
12. Consider using Oracle’s process documentation and end user training tools
13. Acquire R12 knowledge
14. Fully utilize available upgrade documentation
15. Use the maintenance wizard
16. Stay current with latest code
17. Stay current with latest information
Oracle Consulting Services
- Top 25 Tips for Adopting R12
Pre and Post Upgrade Best Practices
18. Clear your interfaces and any processing exceptions
19. Review your pending concurrent requests
20. Run key reports before and after your upgrade
21. Review your custom concurrent program
22. Review concurrent programs to ensure proper multiple organizations access
control settings
Oracle Consulting Services
- Top 25 Tips for Adopting R12
Testing Best Practices
23. Develop a robust testing strategy
24. Test with upgraded as well as new data and at full data volunes
25. Do load and volume testing
Product Specific Considerations and
Tips
• Please refer to
• “Oracle Best Practices for Adopting Oracle E-Business Suite,
Release 12”
• An Oracle White Paper – June 2008
Oracle Consulting Upgrade Services
Accelerate Business Transformation with Measurable Results
• Oracle’s Expertise
• 4,500 Oracle North American Consulting professionals exclusively focused
on Oracle Business Solutions
• Proven best solution design, implementation, and upgrade practices for
Oracle applications
• Combined product, support, and service knowledge base leads to better
solutions
• Breadth of Solutions for Your Needs
• On-site, in-country, global delivery centers and blended upgrade solutions
• Prime, subcontractor, staff augmentation, expert services
• Unparalleled knowledge in applying best practices in upgrading Oracle
solutions
• Aligned with Your Goals
• Business outcomes focused delivery
• One-stop shop for Oracle software, implementation and upgrade, and
support services
• Oracle Partner Ecosystem
• Our services extend partners’ services, reduces their risk and enhances
partner implementation credibility and success
Diamond Resorts –
EBS Global Upgrade
COMPANY OVERVIEW
• Diamond Resorts International®, with global headquarters in
Las Vegas, Nev., is one of the largest vacation ownership
companies in the world with nearly 150 branded and affiliated
resorts and nearly 23,000 guest beds in 17 countries with
destinations throughout the continental United States and
Hawaii, Canada, Mexico, the Caribbean, Europe and Asia.
Industry Business: Vacation Ownership/Resort
Management
CHALLENGES/OPPORTUNITIES
• Diamond Resorts an existing client on R11.5.10 operated on
two instances that separated their U.S. and European
financial systems. The customer needed to move to a single
instance in order to promote global practices. DRI also is
migrating from their HR/Payroll Service Bureau to Oracle
HRMS.
PROJECT HIGHLIGHTS
• Oracle Consulting and Diamond Resorts
jointly led the project. The client created a
standardized chart of accounts for their
global operations in US, UK, Spain,
France, and Portugal.
• The HR Global employee population will be
available for Headcount Reports and
similar Executive Reports.
Project Metrics
Project Timeline:
Finance: Jun 2008 to Jan 2009
HRMS: Oct 2008 to Apr 2009
• all customizations performed by the client
HRMS – 80% of customizations to be
performed offshore
RESULTS
ORACLE SOLUTIONS
• Diamond Resorts chose Oracle Consulting to support their
re-implementation and upgrade to R12. Oracle’s R12
experience was a deciding factor in selecting Oracle
Consulting.
• Finance went into Production on Jan 5, 2009
On-time, on-scope, and on-cost project delivery
13
Dreyer’s – R12 EBS Upgrade
COMPANY OVERVIEW
• Dreyer's Grand Ice Cream Inc., a $2 billion company with
more than 6,000 employees is a wholly-owned subsidiary
of Nestlé (rev. $121 billion). It is one of world’s largest
manufacturers of ice cream and frozen yogurt, head
quartered in Oakland, CA, USA.
• Industry: Food Processing, Consumer Packaged
Goods
CHALLENGES/OPPORTUNITIES
• With pan-US sales and distribution, varied applications
and varied technology, having a single Financials
consolidation system for CFO office with advanced
reporting capabilities was imperative.
• Supplying goods to wide range of customers, from “mom
and pop” stores to supermarkets, consolidating
Receivables into a up-to-date technology platform with
tremendous integration and reporting capabilities helped
Dreyers make their CFO office efficient and effective.
ORACLE SOLUTIONS
• Dreyers chose Oracle Release 12 for a significant
integration advantage with custom Oracle 10g systems
and superior reporting capabilities
• Dreyers was a “repeat customer”, who believed that OC
brought the best resources to the table for an R12
upgrade/implementation.
PROJECT HIGHLIGHTS
• Oracle Consulting is implementing
best
business
practices
to
streamline Financials processes and
provided solutions in handling
complex data conversions with
millions
of
open
historical
transactions and interfacing with
many legacy systems.
Project Metrics
• Project Timeline – 11 months
• Global Delivery Model consisting
of onsite, offshore GSD resources
RESULTS
• Streamlined business processes to
improve data integrity and productivity
• World class Financials reporting
capability
• Customer satisfaction
Approved for External Release
14
Sensis
Oracle E-Business Suite Upgrade
COMPANY OVERVIEW
• Founded in 1985, Sensis Corporation is a global provider
of air defense, air traffic control, airline and airport
operations management and data integration and
distribution
• Core purpose is to provide distinctively elegant, innovative
technical solutions in the service of humanity
• Running business on Oracle E-Business Suite since 2003
and upgraded in 2005
• Industry: Aerospace & Defense
CHALLENGES/OPPORTUNITIES
• ERP software and hardware maintenance
• Prove business value beyond maintenance
• Continue to move the investment in technology forward
Oracle E-Business Suite solutions
• Oracle E-Business Suite (11.5.10)
• Financials, Projects, Manufacturing, Procurement, and
Human Resource Management
Approved for External Release
PROJECT HIGHLIGHTS
• Finished upgrade in 70 days – on time
and under budget
• Deployed 7 new features to the
business with the upgrade
• Upgrade completed in 48 hours
RESULTS
• Upgraded servers, operating system
and ERP
• Staff training – technical and business
owners
• Created repeatable regression test
plan
• Minimal production downtime
• Released 7 new features to the
business
• Positioned for strategic enhancements
March 2007
<Insert Picture Here>
Tom Uva
Chief Information Officer,
Sensis
“I have been pleased with how the relationship with Oracle has
evolved. They have not only stated their desire to build an even
deeper partnership with us, but have demonstrated their
commitment by taking the time to know our company, our
operations, and bringing in senior level resources to help us
optimize our Oracle investments. I see them as “trusted
advisors” in helping us evolve our EBS strategies and executing
against them.”
Approved for External Release
March 2007