3 Step Upgrade
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Transcript of 3 Step Upgrade
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3 Step Upgrade
Anton Chilton – SVP Global Services - QADJeff Kohagen – Consulting Manager - QAD
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3 Step Upgrade Plan
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Value Plan Deliver
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Recent Enhancements, New Modules
JUST-IN-TIMESEQUENCING
MANUFACTURINGEXECUTIONWORKBENCH
TRANSPORTATIONMANAGEMENT
DESKTOPSHIPPING
SALES FORCEAUTOMATION
.NET UI2007
MARKETINGAUTOMATION
QAD ENTERPRISEAPPLICATIONS 2007
2007
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New Features - EE
• COA Mask– Now on shared set level– Allows for a global chart of accounts with control
on local (domain) combinations • Self Billing• Tax Registers
– Tax register create– Italian tax registers
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New Features• Statutory Currency• Shared Set Merge• Daybooks / AP Daybook Sets
• Regional Balance Sheet / Income Statement• SSM
– Accrued / Deferred Revenue Reports– Operational Metrics– Picklists for Depot orders
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New Features
• International Legal Documents– Supports documents for shipping / receiving
documents– Control file setting to keep invoiced sales orders
• Reporting Framework– Create reports directly from browses– Use EE financial browses
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UpgradeConsiderations
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QAD 2009 EE Upgrade Considerations Financial / Regulatory Business Implementation Technical Security Customization Reporting Tools Training Upgrade Plan
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Financial / Regulatory
Considerations
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Financial / Regulatory Considerations• Internationalization – localizations are
removed– International regulatory functionality incorporated
in base product– Can impact all users– Time phased consolidation of international
requirements
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BusinessConsiderations
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Considerations• Understand your objectives in upgrading
– Reporting requirements– Business analysis requirements
• Is there a clear definition and understanding regarding shared services requirements ?
• Measure baseline metrics before upgrade
• Degree of change management or managing change that will be required
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Business Considerations• The amount of business process
reengineering that is envisioned to support initiatives such as Lean, Shared services, etc.– Customer Service Applications– Support Operations– Accounts Receivable– Accounts Payable
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Business Considerations• General Ledger
– Expanded Account Structure– New Reporting Structure– Format Positions Removed– Additional Setup
• Business Relations• Shared Services
– AP– AR
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Business Considerations• Is there an understanding of what new
functionality is available or net change from legacy version?
• Will there be new features and functionality the business will be taking advantage?– Enhanced security– CRM– Lean manufacturing – PIM– Production schedulers– EAM– CSS– Configurator– Warehousing
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ImplementationApproaches
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Implementation Considerations
• Is this project considered a new implementation, technical upgrade or is it a reimplementation– Will a business process assessment (BPA) be
required– Will business process reengineering (BPR) be
required
• Is this project a “lilly pad” for another upgrade – If so, how can it be positioned for the next upgrade
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Upgrade ScenariosTechnical Migration with data conversion
Technical Migration without data conversion
Re-Implementation
Customization DataConversion
SmallProcessChanges
Conversion DataLoad
SmallProcessChanges
Optimization
Optimization
Re-define Business Processes Non-IntrusiveCustomizations
DataLoad
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Centralize/Standardize First
ERPDatabase
Plant 1
ERPDatabase
Plant 2
ERPDatabase
Plant 3
ERPDatabase
Plant 1
ERPDatabase
Plant 2
ERPDatabase
Plant 3
ERPDatabase
Plant 1, 2 and 3
ERPDatabase
Plant 1, 2 and 3
QAD MFG/PRO 8.6, 9.0, eB, eB2
QAD 2007QAD 2008 Standard Edition
QAD 2009 Enterprise Edition
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Migrate first to QAD 2009 Enterprise Edition, than Centralize and Standardize
ERPDatabase
Plant 1
ERPDatabase
Plant 2
ERPDatabase
Plant 3
ERPDatabase
Plant 1
ERPDatabase
Plant 2
ERPDatabase
Plant 3
ERPDatabase
Plant 1, 2 and 3
QAD MFG/PRO 8.6, 9.0, eB, eB2
QAD 2009 Enterprise Edition
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TechnicalConsiderations
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Technical Considerations
• Architectural – Number of databases– Number of domains
• Options– Single database with multiple domains– Multiple databases with multiple domains– Single database with single domain
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Technical Considerations• Database and domains considerations
– Strategy for points of failure (single or multiple)
– Database maintenance or shutdowns strategy
– Language considerations in the same database
– How many sites are you willing to upgrade at once
– Time zone considerations
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SecurityConsiderations
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Role Based Security• All application security in QAD 2009 EE is role based• Roles are defined for each discrete area of the business
using Segregation of Duties concepts• Roles are linked to menu functions using Role Permissions• Users are assigned access to Domains and Entities • Users are assigned to roles for Entities and Domains• Tools provided for the automatic loading and editing of
default roles and permissions– XML integration already available
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CustomizationConsiderations
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Customization Considerations• The number and types of customizations to
the legacy system– Is there a definitive list of customizations– Is there an understanding of who owns each customization– Is there an understanding of what each customization does– Plan to replace customizations with standard functionality– Remember - every customization in a multi domain database will
need to have the domain key added• API’s and interfaces to 3rd party software
– Needs to be fully identified and go forward strategy developed• Is it within scope to update 3rd party software solutions• QXtend – Integration Framework
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ReportingConsiderations
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Reporting Considerations• Ad hoc reporting
– Inquiries– Typically a one-time request for data
• Standard reporting– Typically run weekly, monthly, etc.– Fairly static in layout, query parameters, etc.– Can be run in batches and on a schedule
• Forms and labels– Invoices, orders, etc. – Package labels, barcodes
• BI reporting– Data Warehousing– Metrics/models– OLAP reporting
.NET Browses
.NET Reporting
Requirement Solution
QAD BI
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Workbenches, Browses, Collection• Pre-set with
user ability to change and create new
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Reporting Create New, start with
Browse, or modify Existing QAD reports Add images,
graphs and other controls
Additional Features Windows Task
Manager Schedules Output documents,
Excel, PDF
Release with QAD EA 2009 includes samples Existing reports
converted over time
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QAD Proprietary
ReturnBusiness IntelligenceQAD BI 3.0
• Available NOW for Early Adopters
• GA in March 2010• Want more information?
– Monica Borrell– [email protected]– 503-329-2394
What resonates?
“Value -- for customers, shareholders andemployees -- is either created, compromisedor destroyed every time a decision is madeinside an organization.”
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Tools Considerations
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• Standard Conversion Tool• Domain Merge Tool• Custom Code Conversion Tool• Program Tracer Tool• Non-intrusive customization framework
Tools
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• Background– Finance module tables re-built
• Conversion guide– Document of the conversion process and required information
• Pre-conversion utilities– Define basic set up decisions, and produces data integrity reports
• Conversion– Typically need to run multiple test conversions
• Post conversion validation• Configuration
Standard Conversion Tool
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TrainingConsiderations
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Training Considerations• Consider Enterprise Financials as an
implementation of a new module – Core Team– Introduction to EE (5)– Advanced Financials (4)– Security (1)– Reporting Framework (3)– Non-intrusive customization (5)– System admin (4)– Conversion (3)
• Assess the training needed for the operational modules
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Training Considerations
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Easy On Boarding
• Place holder
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Appendix
• Upgrade Plan
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Q-Advantage Implementation Methodology
ManageApplications &
SupportAgree on ProjectPlan & Resources
Agree on ProjectControls
Agree onBusiness ProcessSolution Design
Kick-off Project
Develop Cut-Over& Deployment
Strategy
Train Core Team
Complete Process& Technical
Design
Complete DataValidation &
Functional Testing
TrainEnd Users
Complete System& Performance
Testing
ConductStakeholder
Validation Session
Execute Cut-OverPlan
Complete FinalData Load
Post-LaunchEvaluation
Communication & Change Management
Implement ManagePlan Design & Configur
e
Test & Accept
Deploy & Evolve
Develop, Deliver& Test
Custom Solution
Build System, Scripts &User Procedures &
Convert Data
Validate / RefineSolution
via CRP Cycles
Determine CoreModel / RolloutRequirements
Adjust Core Model& Rollout Plan
Program & Project Management
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Sample Plan
• Phases– 0 - Engage– 1 - Plan– 2 - Design & Configure– 3 - Test & Accept– 4 - Deploy & Evolve
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Phase 0 - Engage• Complete Customer Profile• Customer Full Product Presentation• Functional Scope Workshop• Technical Interview (infrastructure, sizing)• Customization Scope
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Phase 1 - Plan• Initiation Activities• Present Scope & Assumption (operational changes vs
technical upgrade)• Kickoff & Train on Methodology• Project Management Planning Workshop• "Present PMP - Org, Policies, Change Process"• Multi-Site Strategy Workshop• Quality Assurance Planning Workshop
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Phase 1 - Plan• Change Management Strategy WS• Business Solution Design Activities• Custom Systems Design & Estimate• Present Process Packaged Process Maps & Demo Execution• Process Gap Analysis if Required & Resulting work as Change
Order• Project Implementation Plan WS• Baseline Measurement Workshop (metrics)• Phase Closure Activities
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Phase 2 – Design & Configure • Technical Team Training
– 2009 EE Installation Class– 2009 EE Administration Class– QAD Reports Training– 2009 EE conversion training– 2009 Non intrusive customization layer
training (confirm that this includes xml loads)– Security training
• Infrastructure development– Install project environment– Customer Database Review/Prep– Data conversion test #1– System performance test planning
• Core Team Training– User Interface training– Introduction to EE Financials– 2009 EE Advanced Financials
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Phase 2 – Design & Configure • Solution Design
– Data conversion review– GL - process design– AP - process design– AR - process design– Reports– Develop security model
• Development activities– Programming tasks– Third party integration
• CRP Cycles– CRP1 - initial pilot / prototype– Create test scenarios / scripts– data conversion # 2– Execute scripts– CRP report out – Issue review
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Phase 2 – Design & Configure • CRP 2
– Update test scenarios / scripts– data conversion # 3– Execute scripts– CRP report out – Issue review
• Documentation– Work aids– GL - work aids– AP - work aids– AR - work aids
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Phase 3 – Test & Accept• Develop and Agree upon Test Plan• Acceptance Test Preparations• Conduct End-user training - for User Acceptance Test• Conduct Final Acceptance Tests• Conduct Performance Tests• Phase Closure Activities
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Phase 4 – Deploy & Evolve• Develop cut-over plan• Complete production system preparation• Full end user training• End user practice sessions• Migration activities• Go Live conversion• Support post live processing• Close and handover project• Prepare for next site installation