Customer Perspectives

Suhail MaqsoodRysigo Technologies Corp

Author – “The Complete Oracle Projects Reference Manual” Summer 2011

Rysigo Technologies CorpWHAT WE DO

Rysigo Technologies Corp. provides Collaborative Work Management software and services.

STRATEGIC CONSULTING SERVICES

Business and Finance Transformation Management Consulting ERP, CRM and Analytics Reporting Applications Management

INDUSTRIES

Engineering and Construction Professional Services Energy and Utilities Hi Tech / IT Transportation Oracle EBS, CRM, Primavera, OBIEE Global Deployments, Shared Service Centers Global Program Offices™ Project Centric Organizations

PRODUCTS

Collaborative Proposal Management Collaborative Risk Management Risk Management for Oracle Projects

70 years of collective experience designing, building and implementing

many of the Oracle Application is use today.

Basic Upgrade Components

TechnologyPrerequisites

EBS Upgrade

• Operating System• Database

• Pre Upgrade Steps• Upgrade• Post Upgrade

4 Weeks 3 Weeks< 7 Weeks

“Upgrade DB then Upgrade EBS”

Basic Upgrade Components and…..Customizations

TechnologyPrerequisites

EBS Upgrade

• Operating System• Database• DB Custom Objects

• Pre Upgrade Steps• Upgrade• Post Upgrade• Custom Reports • Custom Forms and Apps

• New Security Model• BI Publisher Reports

Security Considerations

Architecture changed to support users accessing more than ONE operating Unit form a single responsibility.

• No longer using Set_Client_Info(Org_Id).

• Multi-org views have been removed, and replaced with synonyms.• A virtual private database (VPD) policy assigned to the synonym.• Defined VPD policies is viewable in the data dictionary view

DBA_POLICIES• Policies associate a function with an object, and when the object is

accessed, this function can return additional restrictions on the object to restrict the data returned

Additional Security Considerations

Comments

Security Based upon Project Status

Additional layer on top of role based securityFunctions accessible to the Project role can be

furthercontrolled based on project status

Enterprise Vs Secured Secured Projects accessed by designated roles.Enterprise Projects accessible by a user with Project List

orProject Search security functions can find and view

project.What they see is controlled by the menu Project Guest

Role

Project Workbench Tabs Controlled by Menu Structure associated to Project

Security for Financial Plans Secure by Plan Class and Plan Type

Security for Control Item Types (Change Documents)

Which project type and who can create this type of change

Document

Security for Project Reporting

Reporting Pack - Distribution of reports through emaildetermined by roles granted on reporting pack definition.Project Status Reporting – Access Lists

Basic Upgrade Components and…..Customizations

TechnologyPrerequisites

EBS Upgrade

• Operating System• Database• DB Custom Objects

• Pre Upgrade Steps• Upgrade• Post Upgrade• Custom Reports • Custom Forms and Apps• Migrate to New Projects

Functionality

Planning Considerations

Approach Comments

Identify Core HR, Financials and Project REQUIRED steps

Deploy using standard waterfall approach.

This forms the core ERP upgrade and should be the focus of the initial upgrade.

Consider the following core areas:• Oracle Tutor / UPK for training/documentation• Oracle Applications Integration Architecture

FOUNDATION (is currently using Primavera)

Identify optional but STRATEGICALLY important features/products to deploy.

Deploy via iterative pilot cycles – even post go live.

Consider the following iterations:• Project Performance Reporting and Exceptions Mgt

• PPR is the foundational reporting model that all custom reports should leverage

• Leverage Project Mgr’s reporting pack MODEL for additional reporting packs.

• HTML Budgeting and Forecasting• Supplier Payment Mgt Workbench – Key for E&C

Training and Adoption

• Training focused on process AND module given extensive functionality now in HTML

Project Status Inquiry versus Project Performance Reporting

Feature PSI Project Performance

Calendars One calendar (PA or GL) PA, GL and Enterprise

Currency Only functional Upto five

Period types Total, ITD, PTD, PP,YTD Total, ITD, PTD, YTD, QTD

Periodic data Only for current reporting period All periods

Budgetary controls Supported Not Supported

Resource Views Using resource list – only 2 levels Using RBS – multi-level

Seeded Measures 40 (120)* 160 (418)

Display measures 30 all

Comparisons Actual vs. Approved Budget vs. Primary Forecast

Actuals vs. Budgets – 2 plan types vs any approved forecasts

Drill-downs Summary to transaction screens

Resource summary to transactions

Summary to day level transactions

No drill-down from resource summary

Custom measures  Up to 30 numeric (includes ITD, YTD, PTD, PP, Total) and 3 text

SQL based formula– not flexible

Up to 60 numeric (excludes ITD, PTD, Total) 

SQL and PL/SQL based formula –flexible

Implementation Tips and Techniques

Implementing PPR introduces additional technologies that a customer needs to be able to understand and support:

• Tech Stack – PMV (Performance Management Viewer)

The initial load programs may take a significant time and system resources to complete (based on the data volume).

• Plan accordingly for this - DBA Time!• Duration 1st iteration ~ 2 weeks

Subsequent features (e.g. Reporting Pack) depend upon this!

Planning Considerations

Approach Comments

Identify Core HR, Financials and Project REQUIRED steps

Deploy using standard waterfall approach.

This forms the core ERP upgrade and should be the focus of the initial upgrade.

Consider the following core areas:• Oracle Tutor / UPK for training/documentation• Oracle Applications Integration Architecture

FOUNDATION (is currently using Primavera)

Identify optional but STRATEGICALLY important features/products to deploy.

Deploy via iterative pilot cycles – even post go live.

Consider the following iterations:• Project Performance Reporting and Exceptions Mgt

• PPR is the foundational reporting model that all custom reports should leverage

• Leverage Project Mgr’s reporting pack MODEL for additional reporting packs.

• HTML Budgeting and Forecasting• Supplier Payment Mgt Workbench – Key for E&C

Training and Adoption

• Training focused on process AND module given extensive functionality now in HTML

Top 5 Upgrade Considerations

Comments

Hardware planning 1. Evaluate Hardware Topology and Licensing Requirements

Ensure adequate disk space for pre and post upgrade steps

1. Some steps may take produce thousands of report pages!

Leverage “Social media” training tools for quick feedback

1. Viewlets / Screen Cams2. Recorded WebEx sessions3. Rysigo “Cheatsheets”4. Wiki’s

Enable new functionality post upgrade

1. Deploying new functionality prior to upgrade is another item to upgrade!

Ensure latest ATG patches applied

Leverage ATG components on HTML functionality – e.g:1. Replicating /row/who concept on common

pages2. Evaluate new security profiles3. Educate team on “About Us” page contents

Thank You

Suhail Maqsood, Chief Operating Officer

Rysigo Technologies Corp.

suhail.maqsood@rysigo.com

Join us for an intimate Upgrade Coffee Talk

Wednesday 9:00am

The Peabody Hotel

Tower 2, Business Suite 21111