Accelerating Oracle E-Business Suite Implementations Fred J. Walker, Director Oracle NAC Mid-Market Consulting Sales

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Accelerating Oracle E-Business Suite
ImplementationsFred J. Walker, Director Oracle
NAC Mid-Market Consulting Sales
NorCal Training DayJanuary 17, 2008
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Agenda

• Mid-Market Customers Today Want
• Keys to Accelerated Implementations
• Key Risks for Accelerated Implementations
• Accelerator Implementation Best Practices
• Customer References
• Questions Answers

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Mid-Market Customers Today Want

• Business value derived via
• pre-integrated solutions,
• based on industry leading practices,
• using standard application functionality,
• that can be predictably implemented quickly and
  reliably with less risk,
• easily scalable as the enterprise grows, and
• provided at an affordable price.

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Accelerate Implementation Types
Complex (Mixed-mode mfg., Multi-site)
Accelerated Implementation with Significant
Customization and Additional Functionality
Accelerated Implementation with Limited
Customization and Additional Functionality
BusinessComplexity
Sweet Spot
Fixed Scope Fixed Price Accelerator Offerings
Simple (Single site, Std. processes)
Pre-Defined Scope
Customized
Software Configuration
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Keys to Accelerated Implementations

• 80 Solutioning (Paretos Principle)
• Expectation management
• Executive Management support and direction
• Effective Project Management with clearly defined
  standards and procedures
• Quality Management
• Experienced, trained, and knowledgeable resources
• Dedicated project team with decision making
  authority

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Keys to Accelerated Implementations

• Clear understanding of scope
• Client team members ownership of the solution
• Activity responsibility
• Comprehensive implementation method
• Accelerated toolkit (i.e., instance builder,
  reuse, and pre-seeded work products)
• Solution Factories
• Hosting providers

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Key Risks for Accelerated Implementations
Fit of Application Functionality to Requirements Trained sales and delivery Oracle resources need to be involved in scoping the work. Appropriate accelerators should be positioned based on the client requirements. Clear expectations should be set with the client regarding in scope functionality provided by the accelerator Estimated effort should be aligned with the scope of services
Expectation Management Include project managers during the project scoping Oversight should be provided by the Accelerator Program Management Office Sales and delivery teams should be trained on the specific accelerators employed Expectations should be confirmed with the project team Sales Representatives should become part of the executive steering committee
Project Management Project Managers should be trained to deliver accelerated implementations Project Managers should be active in the companys accelerator professional community Project manager should be involved during the sales cycle in order to appropriately set and manage client expectations Project manager should be involved during the sales cycle in order to appropriately set and manage client expectations
Applicable Training Proposal and project team members should attend appropriate training Projects need to be staffed with knowledgeable resources. Subject matter experts should be leveraged as needed

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Key Risks for Accelerated Implementations
Organizational Change Management An assessment of the clients ability to absorb the anticipated changes during and after the accelerated implementation should be made. An assessment of the clients ability to manage the change management activities should be made Clients should consider positioning organizational change management experts when needed Expectations should be clearly aligned with key stakeholders
Application Release Accelerated solutions should be verified for specific application releases. Teams may need to allocate additional effort for newer releases of an application suite, as well as to align expectations Additional training may be required for the new release Addition quality management activities should be considered
Global Considerations Select the accelerator with the closest fit to the clients requirements Solicit input from the other global organizations in scope Involve experts to help plan, estimate, and determine the reasonable approach options for implementing to the multiple countries in scope. Leverage a phased implementation approach Allocate additional contingency as appropriate
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Accelerated Implementation Best Practices
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Best Practices in Managing Accelerated Program
Office
- Focused on the Business Accelerators -
Identifying and Developing Key Solution Areas
based on Customer needs - Widespread Adoption
of Accelerator Approach Awareness and Readiness
High - Enhancing and Aligning Delivery Methods
and Processes - Augmenting Quality Management
Processes during Project Execution - Aligning
and Leveraging Program Assets for ALL Projects
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Business Accelerator Instance Configuration

• A tool that is designed to simplify the business
  flow based application configuration
• Questionnaire driven and logically organized
• Includes several assets including flow diagrams
  and videos

Configuration Tool

• Solution design is based on best business
  practices and data definition conventions
• Provides flexibility to accommodate business
  needs
• Leverages technology enabled business transaction
  features (e.g. iReceivables, iSuppliers, etc.)
• Supports walk before you run approach with
  solution design

Best Bus. Practices

• Well defined framework for scope definition
  reduces business process design time
• Enables reaching transaction testing stage
  quickly
• Pre-assembled tech stack reduced risk and
  increases quality
• High potential for lower cost implementation

Key Benefits
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Business AcceleratorsNext Generation
Implementation

• Leverage methods and tools for rapid, predictable
  implementations
• Automatically configures instances using business
  flows defining leading industry practices
• Optimized for ease of use with self-service
  education
• Goal is a rapidly configured baseline
• Transaction testing can begin in less time
• Highly structured, prescribed method minimizes
  impact due to varying implementation skills

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AIM for Business Flows Implementation Approach
Process Design, Build and Test

• Enterprise
• Design
• Workshop
• Iterative
• Early Hands-On
• Deliverables Based
• Proven
• Simple
• Complete

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AIM for Business Flows with Accelerators
Questionnaire
Questionnaire
CRP1
CRP2
Workshop
Only If Needed
EU Training
CRP3
SIT
UAT
Prod Go Live !
Prod Cutover
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Oracles Project Management Method (PJM)

• Aligned with the Project Management
• Institute Body of Knowledge (PMI BOK)
• PJM is used in conjunction with AIM for Business
  Flows (ABF)
• PJM is applicable for managing all types
• of Oracle engagements
• Scales from small to very large engagements

• Standard global method for managing projects
• Includes
• Method guidance at the Phase, Activity, Process
  and Task level
• Templates
• Example workplan
• Program Management guidance

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Project Management
Project Dashboard
Standard Operating Procedures
Graphical Representation of Vital Project Metrics
Overall Project Status
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Quality Management Framework
Quality Management Services
TOOLS METHODS
Quality Control Review
Technical Quality Assurance
PM SOP
Delivery Assurance Review
Project Startup Services
Production Readiness Review
Project Management Services
TRAINING
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Integrated Approach for all Projects
Activity
Program Mgmt Std Operating Procedures (SOPs) Bid Management Transition Project Startup Project Execution Control Project Closure
PM SOP Tollgates
PM Methodology Initiation Project Planning Project Control Project Completion
Delivery Methods
Tools
Sales
Delivery
Measurement
Bid Review
STG
DLR
TQA
PRR
AIM for Business Flows
iProjects Collaboration Space
PJR Project Resourcing
Planning Estimating
Oracle Methods Solutions KM
Oracle Project Accounting
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Offshore AccelerationMaximizing Optimum Shore
Approach to Increase Speed, Mitigate Risks and
Deliver Service Excellence
Build
Deploy
Micro Design
Macro Design
Outline
Start-up
Close
1. Implementations (apps and core tech)
Build
Deploy
Micro Design
Macro Design
Soln Outline
Solution Startup
Close
2. Upgrades
Close
Customization/Interface retrofit Validation
Engagemt Launch
Upgrade Assess
Architecture Update CRP Upgrade
Deploy
3. Extended Services
Build/Enhance
Run
Run, Maintain, Problem Resolution
Startup/ Transition
Close
Micro Design Build Cycle
Macro Design
Solution Startup
Soln Outline
4. Development Rapid Custom / highly responsive
Close
Deploy
Remote GSD Center Tier 3
Customer Site Tier 1
Local GSD Center Tier 2
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What is Possible?

• Oracle Business Accelerators (OBAs) for Oracle
  E-Business Suite
• Accounting to Financial Reports
• 1 Flow Family, 9 business flows, and standard
  functionality for 8 Oracle E-Business Suite
  Applications
• 146,000 when delivered through an Application
  Solution Center
• As low as 85,000 when leveraging Oracle's Global
  Services Delivery
• Financials, Discrete Manufacturing and Order
  Management
• 5 Flow Families, 27 business Flows, and standard
  functionality for 13 Oracle E-Business Suite
  Applications
• 489,000 when delivered through an Application
  Solution Center
• As low as 250,000 when leveraging Oracle's
  Global Services Delivery

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Customer References
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Identix Partners with Oracle Consulting to Enable
Success utilizing an OBA Solution

• PROJECT HIGHLIGHTS
• Replaced 12 legacy systems with a Single Oracle
  footprint and platform.
• Designed a Process using Oracle Business
  Accelerator questionnaire to prioritize key
  configuration elements.
• Enabled a way to simplify and control project
  scope and creep.
• Change management focused on basic functionality.
  
• User Adoption built upon utilizing best business
  practices reducing reengineering.
• Enabled hands on approach for product and
  process training.

• COMPANY OVERVIEW
• Provider of solutions and services that protect
  and secure personal identities and assets.
  Together, our portfolio of companies - Viisage,
  Identix, Integrated Biometric Technology,
  SecuriMetrics, Iridian, SpecTal, ComnetiX,
  McClendon and Advanced Concepts, Inc. - deliver
  the full range of offerings required for solving
  the problems associated with managing human
  identity. Our offerings form the cornerstone for
  building convenient and secure identification
  (ID) solutions.  They are built on a 20-year
  history of trust and reliability established by
  serving the identity needs of federal
  governments, civil agencies and commercial
  businesses.
• CHALLENGES/OPPORTUNITIES
• Update legacy systems to a single footprint and
  platform.
• ORACLE SOLUTIONS
• - Identix implemented Financials, Purchasing,
  Order Management, Inventory and Discrete
  Manufacturing using the OBA General Edition.
• - Utilized Global Services Delivery for database
  conversions and extensions.

• RESULTS INCLUDED
• Simplified the IT administration requirements and
  overhead..
• Enabled GAAP and SOX compliance
• Enabled internal auditability for business
  processes and operations.
• Developed a robust scalable business solution.
• Utilizing GSD saved 300K.

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Jonathan Dove CIO, Dietrich Industries a
subsidiary of Worthington Industries
While working on Accounting to Financial
Reporting, Procure to Pay, and People to
Paycheck, your team exceeded expectations by
laboring many long hours and making personal
contributions that allowed Worthington Industries
to meet its project goals. Specifically, your
teams flexibility that allowed personnel to work
varying shifts to accommodate US working hours
provided a valuable solution for resolving
issuesin a timely manner. It also clearly
demonstrated your companys commitment to do
whatever it takes to assist Worthington
Industries in meeting challenging deadlines
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