Migrating E-Business Suite: A Lift & Shift Experience to Cloud SaaS & PaaS

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Case Study E-Business Suite Lift
ShiftExperience to Cloud SaaS PaaS

• Date 09th October 2020

Presented By
Hemal Parikh Erika Medina NexInfo Solution Inc.
PEOPLE POWERING PROGRESS
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Presenter Information
Erika Medina, Analyst Business and Marketing
analyst with experience in managing and improving
quality of project deliverables and solutions.
Experience in handling cloud projects and
development projects.
Hemal Parikh, Sr. Solutions Architect Solutions
Architect with 17 years of experience in
delivering Financial solutions across industries
geographies. Oracle Certified Implementation
Specialist with experience in leading ERP
transformation engagements, recommending industry
best practices implementing Business
Optimization initiatives for Enterprise Customers
across industry domain.
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Who Is NexInfo?

• NexInfo Solutions Inc.
• Consulting company focused on helping clients
  achieve Operational Excellence via an optimal
  blend of Business Process Software consulting
  services
• Deep domain expertise includes
• Enterprise Resource Planning (ERP)
• Product Lifecycle Management (PLM)
• Integrated Business Planning (IBP)
• Human Capital Management (HCM)
• Predictive Data Analytics
• Security Compliance
• Business Transformations
• Operations across the United States, Europe
  (Ireland, UK, Switzerland, Belgium) India

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Agenda
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Introduction

• Problem statement Many companies shy away from
  implementations of new software because they feel
  that its a very cumbersome task. Fear of
  unknown We are here to try and show a
  methodology that can make this more predictable.
• What to Expect in this Session?
• Understand Cloud Fundamentals
• Review how Cloud fits your organization
• Review your potential journey to Cloud, specially
  from EBS
• Motivation to migrate to Cloud is to outsource
  Application maintenance and IT work. Its more
  beneficial, when business users drive everything.

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Business Trends
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Oracle Cloud Offering
Infrastructure
Platform
Software
(as a Service)
(as a Service)
(as a Service)
Applications
Applications
Applications
You manage
Data
Data
Data
You manage
Runtime
Runtime
Runtime
Middleware
Middleware
Middleware
O/S
O/S
O/S
Managed by vendor
Virtualization
Virtualization
Virtualization
Managed by vendor
Managed by YOU
Servers
Servers
Servers
Managed by vendor
Storage
Storage
Storage
Managed by VENDOR
Networking
Networking
Networking
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Oracle Cloud Models
Control
Software as a Service
Platform as a Service
Flexibility of Purpose
Level of Abstraction
Infrastructure as a Service
Public
Hybrid
Private
Economy
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Architecture Diagram
Custom Forms/Custom Application
SaaS SCM Application
PL/SQL
Web Services
JCS
Web Services
Web Services
Database Owned by Oracle and Managed by customer
Database Owned and Managed by Oracle
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WHERE ARE YOU?
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Why Cloud?

• Faster time to value
• Increased innovation
• Scalability with growth
• Globalization strategy
• Managing an aging ERP environment
• Business expansion

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Is My Organization Cloud Ready?

• Key questions
• What part of my organization is currently system
  ready
• What part of my organization is open to
  adaptation?
• How complex is the business process in the
  different areas in my organization?
• Are the business processes well defined?
• Which part of the organization has highest levels
  of customizations / integrations?
• Are we ready to adopt industry standard processes?

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Why Oracle Cloud ?

• Oracles Complete Unified Cloud
• All major business process available on Cloud
  (SaaS).
• Built-in modern best practices.
• Reduce costs.
• Simplify your business.
• Allow for faster innovation.

A complete cloud applications suite is modular,
yet connected, eliminates data silos, and easily
enables a connected intelligent business.
The intersection and sharing of key data objects
across the business.
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Ease of migrating from Oracle On-Prem to Cloud

• Is it easy to migrate from EBS to Oracle Cloud ?
• Why we call it Lift Shift?
• Key Considerations
• Oracle data structure quite similar between EBS
  and Oracle ERP Cloud.
• Ease of data mapping between Source Target
  systems
• Similarity visible in Feature Functionality
  across Standard Business Functions
• Substantial effort goes in Data Conversion. Quite
  similar Oracle Template based data upload
• Ease in working with Oracle support teams
  protocols for product fixes.

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Preparing for Cloud Migration

• Business Process
• End to end business process reviews to make it
  system oriented and ERP cloud friendly
• Understand change in process flow structures
• User Training
• Application Data
• Understand ERP Cloud Innovations and Limitations
• Understand change in data structures and data
  flows
• Understand enhancement process
• Review master data sufficiency and overflow
• Review business critical, regulatory and customer
  driven customized reporting
• - Prepare your users for the Change and to live
  with a new set of expectations

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Cloud Implementation Methodology

• Replicate Methodology
• Replicate existing ERP system configurations in
  cloud
• Almost no customizations or integrations
• Simple business processes
• Mostly discrete manufacturing
• Re-implement Methodology
• Business Process Mapping/Redesign
• Gap Analysis and Gap fit for Functionalities on
  current system vis-à-vis Cloud
• Evaluate existing Customizations
• Data fit analysis and data transformation
• Evaluate integrations and Hybrid model

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Key Benefits Improvements

• New Cloud ERP application lowers Total Cost of
  Ownership (TCO)
• Lower levels of IT staffing required within the
  organization
• Single Integrated Application provided end to end
  transaction visibility.
• Scalability of Application to support Business
  Expansion
• Automated Upgrades (Quarterly Patching Cycle)
• Addresses Disaster Recovery needs Aging
  Infrastructure challenges
• Financial Control Security
• Improved User Experience with intuitive Dash
  Boards robust Reporting Tools

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Improved User Experience with Dashboards

• Out of the box dashboards helps the Business Team
  to see all the pending tasks right away before
  starting the month-end process. These
  Infolets/dashboards are very useful on daily
  basis to track the transactions.
• Sample Snapshot Invoices (Accounts Payable)

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Improved User Experience (Continued)
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Challenges in Migrating to Cloud

• Business Process
• Long term System Users have adopted built-in
  practices
• Customers know and understand current system
  limitations very closely and work around it well
• Bolt-on enhancements to add-to or complement
  current system functionality
• Integrations have been tested /modified over a
  long time
• Application Data
• Navigation, Look Feel, Nomenclature
• Data structures, data sufficiency data overflow
• Integration with other on-premise systems

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Day-In-Life (Oracle Cloud Deployment)
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About - Sakura Finetek USA

• S M, RD, Manufacturing in Torrance, CA.
• 3 Global regions - USA, The Netherlands and
  Japan
• Privately held in Japan since 1871
• 233 employees including a direct sales force of
  30 in USA
• Over 100M in sales
• Medical Equipment Manufacturers specializing in
  histopathology and cytology.
• First-in-class automation enabling production of
  reproducible high-quality blocks, slides
  digital images.
• Distribute products through 3 entities and over
  100 distributors worldwide.
• FDA registered manufacturing facility
• An ISO 13485 / MDSAP certified manufacturer and
  supplier
• Manage North, Central and South Americas

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Oracle Footprint - Sakura

• EBS Footprint
• Modules used Core Financials (AR, AP, CM, GL,
  FA) SCP, WMS, Customer Support
• Third-party bolt on Pitney Bowes SSL, EDI,
  Expense wire
• Oracle Discoverer

• Oracle Cloud Footprint
• Simplified and restructured Chart of Accounts
• Modules implemented Core Financials (AR, AP, CM,
  GL, FA) SCM, WMS (Log fire), Oracle Service
  Cloud, Oracle Enterprise Contracts
• Third-party bolt on Pitney Bowes SSL, EDI,
  Expense wire using PaaS
• Reporting FRS and OTBI

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TA America Corporation

• Established by Techno Associe Co. Ltd., located
  in Osaka Japan, in 1946.
• Currently there are over 50 sales, distribution
  and manufacturing facilities located in 10
  different countries throughout the world.
• T.A. America Corporation utilizes these resources
  to supply diverse line of products with the
  highest degree of quality and engineering
• Key Strengths
• Design Engineering
• Manufacturing and Assembly
• Factory Level Quality Control
• Pre-production Prototypes
• Precision Components
• Customer Level Quality Assurance
• Logistics Distribution

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TA America Corporation Scope
EBS
CLOUD

• Financials
• GL, AP, AR,FA
• SCM
• OM, PO, Receiving, Quality, Inventory, Cost
  Management
• MFG
• Work In Process and Bill of Materials
• Planning
• MRP Planning
• Forms and Customizations

• Fusion Financials
• GL, AP, AR, FA
• Fusion SCM
• OM, PO, Receiving, Quality, Product Management,
  Inventory Management, Cost Management
• Fusion MFG
• Manufacturing Cloud
• Planning
• Planning Central
• PaaS
• JCS and DBCS

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NexInfos Data Migrator Feature Benefits

• Designed to help companies overcome business
  process and application data cloud migration
  challenges.
• Best fit for organizations adopting a customized
  Hybrid Cloud model (cloud with on-premise
  E-Business Suite)
• Connectors available for Finance, SCM,
  Manufacturing, WMS CX

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Project Success - Recipe

• Implementation success manager engagement
• Access to Oracle Support Product Development
  team as needed throughout implementation
• Strong Sales and Support that understood our
  requirements and initial needs

• Executive Leadership Support
• Stakeholder engagement throughout project
• Managing change throughout the organization

• EBS and Cloud Project Experience
• Proven processes
• References
• Dedicated resources
• Onsite presence and offshore support

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Key Challenges Implementation Cycle
Challenges Approach / Learning
Transaction Data - Gap in Extracted Data, leading to issues in porting to Cloud system. Mainly due to COA re-structure Created mapping sheet loaded mapping segment values into Staging Table. Data Extract SQLs referenced staging table to transform data automatically.
Master data Customer Sites/Address was challenge as County details not captured in legacy system Customer Data and impact on Tax derivation should be considered at early stage of implementation.
Missing Business Scenarios Design issues opening up during UAT phase Involve critical End Users early in the Design/CRP phase. To ensure business scenarios are not missed.
3rd party integrations (for e.g. EDI) Limited involvement of End Customers impacted thorough testing, leading to transaction fallouts. Involving (End Customers) of 3rd party applications early in the Project. Ensure rigorous testing for all scenarios.
Cut-Over Deployment Process was painstaking prone to errors. Cleanup of Master Data Transaction data should be started early in the project.
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Key Challenges Post Go-Live
Challenges Approach / Learning
Post Go-Live High dependency on IT team continues, in-spite of Cloud adoption. Expose users to Video tutorials have them use new system for their learning/training purpose before Go-Live. Super Users should take lead as Change Agent Trainer early in the Project.
First few Month Ends - Balance not tying More iterations of Month End closure to be planned in Implementation cycle when COA re-structure happens. Financial Reports requirement finalization early in the project.
Quarterly Updates Miss out on changes that Quarterly Update brings Proactively track feature release in Quarterly Updates. Project Plan to include regression testing on Non-Prod instance.
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QA
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