11 i Upgrade: Is an Assessment Useful for Your Company? By: Bernard Doyle, Applications Software...

11i Upgrade:

Is an Assessment Useful for Your Company?

By: Bernard Doyle, Applications Software Technology Corp.

Marie Klein, Information Resources Inc.

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The Benefits of an 11i Assessment

Introduction

AST.

Information resources inc.

Speakers.

Bernard Doyle.

Marie Klein.

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Topics of Discussion

Identify your need for an assessment?

Assessment components Assessment benefits IRI: A case study Estimating the cost of an upgrade Questions & answers

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Identify Your Need for an Assessment

An assessment project is recommended if: You have insufficient information on

Your customizations Available 11i enhancements/new modules 11i/8i sizing requirements PC requirements Processes/procedures Required time & budget The upgrade process

Restructuring your business Dissatisfied with current configurations- upgrade vs. Re-implement

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Customizations # Of customizations Type of customizations

Custom vs. Customized Level of complexity

Customization method Supported in 11i/6i/8i ?

Level of documentation High none

Replace with 11i functionality?

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Functional impact Current configurations Need for new enhancements New modules Lost functionality in 11i Potential customizations Documented processes and procedures Knowledge level of key individuals

Current applications 11i applications

Upgrade vs. Re-implementation

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Infrastructure Sizing estimates

11i/8i impact Servers/tier distribution Purchase requirements

Network impact

PC configurations Internet browser J-initiator Memory Operating system

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Budget Approved budget “Play” in your budget? Bang for buck

Other considerations Time constraints Resource availability

(other projects?)

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Assessment Components

Functional 11i enhancements review New modules Current configurations Current processes, procedures, and

documentation Current “pains”/potential solutions External systems & interfaces

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Assessment Components Customizations

Document list of current customizations Identify type Identify method Identify complexity Identify potential 11i standard functionality

replacements Identify level of documentation Determine 11i effort required to upgrade

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Infrastructure Server requirements PC requirements Networking requirements Maintenance of 11i/8i applications

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Project management Resource availability Budget constraints Timeframe requirements Other client-specific impacts Training/education requirements

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Assessment Benefits

Better Estimate of Time & Resources User Education Lead Time for Infrastructure Upgrade Better Change Management Cost Containment Provides a ‘Road Map’ for your 11i

Applications

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IRI Case Study

IRI’s oracle financials environment IRI’s assessment reasons Partner considerations Assessment preparation IRI’s assessment deliverables IRI benefits

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IRI’s Financials Environment

Implemented 10.7 – march 1997 Modules implemented

General ledger, payables, receivables, cash management, purchasing, assets, financial analyzer

Only one modification to applications Many interfaces and customized reports

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IRI’s Assessment Reasons

More in-depth information sooner Reduce risk Increase chance of successful project

Early project estimate Introduction of new features

Users have time to evaluate Time for cost justifications

Comfort level with vendor

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Partner Considerations Company demographics

Company and specific location 11i experience 11i experience similar to your project –

references How large is the company? The oracle

practice? Is their experience both technical and

functional? Company location – will consultants travel? Company’s financial viability

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Partner Considerations Will there be ongoing relationship after the

project? Project management considerations

Who will manage project? How involved will your staff be? How experienced/adventurous is your staff? Will staff be relieved from daily

responsibilities?

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Assessment Preparation

Documentation available List of interfaces, customizations and their

specifications Current architecture Processes and procedures

Key project members available Decision makers, each module’s key

users, technical support staff – application, database, network, UNIX, pc’s

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IRI’s Assessment Deliverables Strategy Scope definition Project plan/planning Upgrade impact High-level system sizing High-level documentation Training approach identified Review of 11i enhancements Review of potential new modules

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IRI Benefits Status – “assessment plus”

Complete Upgrade alternatives being evaluated

Interest & education of key areas Streamlines focus during upgrade project Excited about new features Comfortable with project Better business decisions

Understand the costs Project “road map” and issues

documented in one spot

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Estimating the Cost of an Upgrade

Internally Talk to other companies/user

groups Several vendors (including AST)

provide fixed cost estimate Online tool in march, 2002

(www.projectcalculator.Com)

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Thank You!

Questions and Answers

11 i Upgrade: Is an Assessment Useful for Your Company? By: Bernard Doyle, Applications Software...

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