Analyzing, Planning, and

Executing an R12 EBS Upgrade

Pete Wolffe
Senior Manager
BearingPoint
January 22, 2009
Agenda and Purpose

Walk through steps in preparing for and managing an upgrade to

R12, including
 Decision making
 Identifying objectives
 Scope and approach
 Organization and team preparation
 Oracle tools and resources
 Timeline planning
 Testing tips
This presentation is intended primarily for people who are helping
to evaluate or manage an upgrade, but it also contains valuable
information for anyone who might be involved in the upgrade
process.
© 2009 BearingPoint, Inc. 2
 We are a Top Tier Oracle Partner
Selected for our:
 Demonstrated technical skills
 Leadership position in key markets
 Understanding of customer requirements
 Knowledge transforming traditional
business practices with Oracle products
 Participation in strategic product and
industry-focused solution development
 Dedicated Oracle sales team
 Significant contributions to Oracle’s
success

© 2009 BearingPoint, Inc. 3

Recognition for Market and Technology
Leadership
2008 Titan Award – Honorable Mention: Industry Solution Oracle

2008 Titan Award – Honorable Mention: E-Business Suite Solution Oracle

2007 Partner of the Year Hyperion

2007 Portal Developer of the Year Award Oracle Magazine

2006 Titan Award Winner - Business Intelligence Oracle

2006 Showcase of the Year – Applications Oracle

2005 Showcase of the Year – EBS Oracle

2005 ASPAC Best Partner of the Year Hyperion

2004 Siebel Gold Star – 12th quarter in a row Siebel

2004 Showcase of the Year – FIN Oracle

2003 E-Business Partner of the Year Oracle

2003 E-Business Suite of the Year - EBS sales #1 Oracle

2003 Global Systems Integrator of the Year Hyperion

2002 Showcase of the Year – SCM Oracle

2001 Outstanding Oracle Practice Oracle

2001 Gartner CRM Implementation of the Year Siebel

2001 eCustomer World Best Mobile CRM Solution Golden Award Siebel

2000 Top Performing Integrator in OPP program Oracle

© 2009 BearingPoint, Inc. 4

Qualifications and Readiness

R12 Projects

 Established regional central bank

 Large US integrated steel company
 Large integrated manufacturer and marketer for the non-
residential construction industry

BearingPoint Methodology assets include more than 1000

documents (set-up guides, process descriptions, and training
guides, etc.) covering core modules. Of these, more than
70% are completely updated to R12.

© 2009 BearingPoint, Inc. 5

Overview – Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 6

Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 7

Evaluate

Streamline
processing
Stay current
Identify and with support
Prioritize
Upgrade Drivers
Implement and Objectives
new
functionality Accommodate
significant
business
changes

Reduce
maintenance Data
costs clean-up

© 2009 BearingPoint, Inc. 8

Evaluate

R12 Highlights

Oracle development has focused on improving the ability of EBS

to better manage complex global businesses, especially where
organizations are centralizing their applications into a shared
service environment.
18 new products with almost 2500 enhancements, including
 Ledgers and Ledger Sets - replace Sets of Books
 Financials Accounting Engine - Subledger Accounting
 Tax Engine - E-Business Tax
 Cross Organization Responsibilities - MOAC

© 2009 BearingPoint, Inc. 9

Evaluate

Architecture and Technology Changes

 Redesigned workflows
 Upgraded user interface based on PeopleSoft
 More Personalizations
 Expanded use of BI Publisher and Fusion Middleware
 Increased Performance
 Lowered IT costs through hardware consolidation and
virtualization
 Improved integration with Oracle Identity Management
 Reduced production downtime for patch applications

© 2009 BearingPoint, Inc. 10

Evaluate

Technical Considerations
 Implement significant technical advances available in R12
for business benefits you may need
─ High-Availability and Scalability using Oracle Database Cluster
(10gRAC) and Oracle Applications Cluster with Load-balancing
─ Business Continuity and Disaster Recovery using Oracle
Database Physical DataGuard across remote data-centers
─ Oracle Automated Storage Management (ASM) for a variety of
storage solutions
─ Advanced Security for External Users (e.g., for iSupport
Portal)
─ Use of Single Sign-on / integration with Oracle IDM
─ Use of Oracle Application Integration Architecture (AIA) based
on Fusion Middleware / SOA

© 2009 BearingPoint, Inc. 11

Evaluate
ORACLE EBS SUPPORT SCHEDULE
RELEASE GENERAL SUPPORT END DATES
# AVAILABILITY PREMIER EXTENDED SUSTAINING

11.0.3 MAY 99 FEB 07 not offered JAN 09

11.5.1 – 11.5.6 MAY 00 - JAN 02 JUL 06 “ indefinite

11.5.7 MAY 02 MAY 07 “ “

11.5.8 NOV 02 NOV 07 “ “
11.5.9 JUN 03 JUN 08 “ “

11.5.10 NOV 04 NOV 09 NOV 12 “

12.0.0 JAN 07 JAN 12 JAN 15 “

12.0.1 APR 07 APR 12 APR 15 “

12.0.2 JUL 07 JUL 12 JUL 15 “

12.0.3 OCT 07 OCT 12 OCT 15 “

12.0.4 JAN 08 JAN 13 JAN 16 “

Oracle
12.0.5 will support
MAY 08 11.5.10MAY
and13 12+ upgrades
MAY 16 to Fusion
“

12.0.6 NOV 08 NOV 13 NOV 16 “

© 2009 BearingPoint, Inc. 12

Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 13

Plan

Define Appropriate Scope

 Combine with hardware or OS upgrade
 Instance merge into single, global instance
 Deploy new (required) functionality
 Deploy new (optional) functionality

Right-Sized Phasing – Risk vs. Return

© 2009 BearingPoint, Inc. 14

Plan

Define Approach
 Upgrade vs. Re-Implementation
 Replace customizations
 Retool processes
 Take advantage of simplification opportunities in advance of
upgrade
 Phasing

© 2009 BearingPoint, Inc. 15

Plan

Customizations Revisited…
1. Inventory 2. Future Approach
 What are they?  Configuration, not
 What tools were they customization
built with?  Conform to Fusion
 Are they still required? architecture
- Obsolete functionality
- Replaced by new features
3. Result
 Reduced maintenance cost
 Reduced risk of
architecture obsolescence
 Easier to upgrade

© 2009 BearingPoint, Inc. 16

Plan

Current Release Upgrade Path

11.0.3 or 1) 11.5.10 CU2

11.5.1 - 11.5.7 2) R12

11.5.8 - 11.5.10 1) R12

Recommend required upgrade to 10g database

be done in advance of R12 upgrade

© 2009 BearingPoint, Inc. 17

Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 18

Prepare

Organization Preparation
 Take into account above scope
 Change Management
─ Data Model
─ Functionality (esp. Financials)
 Build Momentum from Executives through to Users
 Involve Business Owners

© 2009 BearingPoint, Inc. 19

Prepare

Assemble the Team

 Best and Brightest
 Plan to Bolster Weak Areas
─ Assess current Oracle skills
 Plan to Backfill
 Potential Organization Chart…

© 2009 BearingPoint, Inc. 20

Sample Project Organization Chart
ACCOUNT TEAM
STEERING COMMITTEE EXECUTIVE SPONSORS
Oracle Sales Mgr.
Executive Sponsors, Client Project Manager, Client Executive Sponsor
Oracle Acct. Service Mgr.
BearingPoint Account Manager, BearingPoint Exec. Sponsor
BearingPoint Sales Mgr.
BearingPoint Consulting Manager Oracle Exec. Sponsor
BearingPoint Account Mgr.

Project Management Office (PMO)

PROJECT MANAGEMENT
Client Business Process Owners
Client Project Manager
BearingPoint Consulting Manager

Project Team

Client Super Users à Finance Manufacturing Service Human Resources

BearingPoint Functional Consultants à
Client Business Analysts à Purchasing Operations Planning Sales Etc...

Client Developers à Reports Interfaces Conversions Enhancements Workflows

BearingPoint Development Consultants à

Client and / or BearingPoint Hardware, Network and Database (Upgrade) Architects; System and Database Administrators
InfraStructure Support Team – Network Administrators, Desktop Administrators

Client End Users

Operations Human
Finance Manufacturing Purchasing Service Sales Etc...
Planning Resources

© 2009 BearingPoint, Inc. 21

Prepare

Take Advantage of Available R12 Content (

https://metalink.oracle.com/)
 Online Training (403349.1)
 Upgrade Resources (461705.1)
 Oracle Applications Upgrade Guide (E12011-02)
 Oracle Financials and Oracle Procurement Functional
Upgrade Guide: Release 11i to Release 12 (B31543-01)
 R12 Release Notes, Release Content Documents (404152.1)
 Documentation Resources R12 (394692.1)

© 2009 BearingPoint, Inc. 22

Prepare

Pre-Upgrade Tasks
 Use TUMS to eliminate unnecessary upgrade tasks
 Reduce upgrade downtime
– Upgrade Guide: Release 11i to Release 12
 Reducing Downtime (Upgrade Guide, Appendix E)
 Upgrade by Request (Upgrade Guide, Appendix G)
– Convert to Multi Org
– Convert to OATM
– Upgrade database to 10g
 Record duration of each step during test upgrade
 Make a valid back-up before both the database and
applications upgrades

© 2009 BearingPoint, Inc. 23

Prepare
Sample High Level Plan

© 2009 BearingPoint, Inc. 24

Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 25

Execute

Reference Oracle Applications Upgrade Guide: Release 11i to Release 12

© 2009 BearingPoint, Inc. 26

Execute

Maintenance Wizard (215527.1)

 Step-by-step, graphical user interface for performing
upgrade tasks
 Consolidates instructions from multiple sources to present a
comprehensive upgrade picture
 Reduces upgrade tasks by filtering out those that do not
apply to you (using TUMS)
 Indicates critical patches that your system requires
 Can automatically execute upgrade tasks for you

© 2009 BearingPoint, Inc. 27

Execute

Use the latest patch set to eliminate known issues (557869.1)

© 2009 BearingPoint, Inc. 28

Execute

Notes on Testing

 Leverage 11i test scripts updated to reflect new, relevant

R12 functionality and process changes
 Test all business flows and scenarios using both new and
existing data
 Test workflows in process
 Execute multiple testing rounds and budget enough time for
issue resolution
─ Perform at least 2 successful test upgrade cycles before
upgrade cutover
─ If changing OS (e.g., Unix to Linux, or Windows to
Unix/Linux), add another successful test cycle

© 2009 BearingPoint, Inc. 29

Execute

Notes on Testing (cont.)

 Perform adequate load and volume testing

 Time the upgrade process to gauge duration required for
cutover

© 2009 BearingPoint, Inc. 30

Upgrade Steps

EVALUATE

PLAN

PREPARE

EXECUTE

MAINTAIN

© 2009 BearingPoint, Inc. 31

Maintain

Leverage Documentation and Training Tools

 11i Repository
─ Test Scripts
─ Set-up Documents
─ User Procedures
 Tutor
 UPK

© 2009 BearingPoint, Inc. 32

In Summary…

R12 is the right direction….

Richer functionality in Financials and Procurement

Technical Installation Is Much Quicker

XML / BI Publisher provides Greater Flexibility

Tax Engine is Much Different

Make Sure You’re Prepared and Test, Test, Test!

© 2009 BearingPoint, Inc. 33

Bibliography

1. Carlson, Anne et. al. “Best Practices for Adopting Oracle E-Business Suite, Release 12”. June 2008,
https://metalink.oracle.com, Metalink doc #580299.1.
2. Keller, Kelton and Umarji, Sanjay. “Upgrading to Oracle E-Business Suite Release 12: Best Practices
and Lessons Learned”. April 2008, www.oaug.com, OAUG Collaborate ’08.
3. “Oracle E-Business Suite Upgrade Resources”, May 2008, https://metalink.oracle.com, Metalink doc
#461705.1.
4. Ram, Deep. “Upgrading Oracle Applications to R12. SROAUG News p. 4-15, October 2007,
http://sroaug.oaug.org/News/SRNL1601.pdf .
5. Rashid, Mohammed and Riswan, M.K. “R12 Upgrade !!! Maintenance Wizard made it easy”. April
2008, www.oaug.com, OAUG Collaborate ‘08.
6. Rayner, Nigel and Genovese, Yvonne. “Planning for Oracle E-Business Suite Release 12”. August
2007, www.mediaproducts.gartner.com , Gartner RAS Core Research Note Goo150140.
7. Sackett, Marcella and Janas, Gary. “R12 Upgrade Project: An Overview of the Joys and Pains”. April
2008, www.oaug.com, OAUG Collaborate ’08.
8. Vucinic, Sandra. “Get Ready for EBS Release 12! Tasks to complete now to ease R12 upgrade
process”. April 2008, www.oaug.com, OAUG Collaborate ’08.
9. Webb, Glenn. “Considering an Upgrade to E-Business Suite 11.5.10.2 or R12? Learn From a Recent
R12 Upgrade”. April 2008, www.oaug.com, OAUG Collaborate ‘08.
10. Weinstein, Eugene and Yam, Sharon. “Upgrading to E-Business Suite R12 – Best Practices”. Oracle
E-Business Suite Technology, July 2008, http://blogs.oracle.com/stevenChan/2008/07/ .
11. Yu, Kai and Tao, John. “Case Study: Implementing Oracle E-Business Suite R12 Through 11i to R12
Upgrade Path”. April 2008, www.oaug.com, OAUG Collaborate ’08.

© 2009 BearingPoint, Inc. 34

Contact Information

Pete Wolffe
Senior Business Advisor
Commercial Business Unit

Phone: 1 650 385 3050

Cell Phone: 1 650 823 0929

[email protected]

© 2009 BearingPoint, Inc. 35