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2Oracle Confidential - Upgrade Services 2

JDE 9 Upgrade Assessment Guidelines

Oracle Consulting Services

Noviembre, 2011


Agenda

• Upgrade Objection Handling

• Oracle Consulting Upgrade Assessment

• Upgrade Assessment Process Overview

• Expected Output of the Assessment

• What is Required of You?

• Appendix – Example of an Assessment

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• Have you considered or planned to upgrade your Oracle Application(s)?

• Have you defined your IT roadmap and understand your upgrade options?

• Do you need assistance developing a business case, so you can justify your

upgrade?

• What are the key benefits that you’re seeking / pain points that you’re seeking

to address by upgrading (i.e. support continuity, expanded features/functions,

reduced complexity, increased agility, improved usability, improved

performance/reliability)?

• What impact does your current backlog of projects have on your decision to

upgrade or timeframe to upgrade?

• What concerns do you have about upgrading? (e.g., system downtime,

migrating customizations, lack of resources, business justification, other risks,

etc.)

Oracle Confidential - Upgrade Services 4

Upgrade Objections Handling


Upgrade Objections Handling: Roadmap

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• The Upgrade Assessment Services will provide your company a well-defined

and proven approach to guide you in setting up a successful upgrade project

• The proven approach helps you to reduce costs and will safeguard your future

investments at lowest possible risks.

• Easy to get started with our free assessment

• Determine the best upgrade path for your organization

• Assess and plan for upgrade readiness to minimize risk

Oracle Confidential - Upgrade Services 7

Oracle Consulting Upgrade Assessment


Schedule a Review by

contacting your Oracle

Consulting Rep

Upgrade Assessment Process OverviewSequence of activities for delivering your Upgrade Assessment

Identify contacts to

assist capturing info

about your environment

Complete

Questionnaire

and send back

Oracle to interpret data

and validate initial results

Oracle to complete

Assessment for Upgrade

Services

Utilize Assessment

Output to begin planning

your upgrade

Meeting/Call to review the

Questionaire

Oracle presents Migration

Assesment Report

Oracle to send

Questionaire and Scripts

for CEMLI

Download/Run scripts

and send back the results

CEMLI: Configuration/Customization, Extensión, Modification, Localization,and Integration.


Output of This Assessment

• The primary output of this assessment is a presentation

consisting of the following elements to be discussed as part

of a formal meeting scheduled with designated members

from your organization:

– High level value drivers for upgrades.

– High Level Technical architecture considerations.

– High Level Functional description of the enhancements.

• New JDE 9 functions.

– CEMLI analysis.output.

– High level Migration Plan

– Summary of Next Steps for your consideration


What is Required of You?

• Identify primary contact to assist us with gathering appropriate

information on your current environment, answering questions, etc.

• Execute the scripts to gather information about CEMLI´s.

• Complete the questionnaires, run/gather information requested in the

scripts and send back the questionnaire.

• Review most important CEMLI´s for better estimation.

• Confirm during the meeting initial results with Assessment team.

• Organize appropriate participants and attend the assessment readout

meeting.

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• High level value drivers for upgrade

• Architecture analysis output

• Prerrequisites

• New Functions Report

• CEMLI analysis output

• High level Migration Plan

• Summary of Next Steps for your consideration

Appendix 1: Basic Parameters summary

Appendix 2: Current customizations summary

Index

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High Level Value Drivers for upgrade

Key Drivers Priority

• Internet Explorer. Needed

• Manufacturing enhancements.

• Platform Outsourcing.

• Improve the investment with red stack

• X

• High

• Low

• X

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E9 Upgrade – Architecture Analisys Output

Current PlatformPlatform changes

required ( if any )

# Production Environments

DB version

# DB Instances

Remote access available

Hardware Platform vendor / Machine

OS and version

Hardware Platform vendor / Machine

DB size

Most importan files and size

Total disk capacity

Free disk space

Other advance architecture? MIMIX, RAC, Load balancer etc

Web component

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JD E 9.0 Upgrade – Prerrequisites

Architecture & Prerrequisites

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New Functions Rerport

(*) A more detailed analisys should be performed to determine the

adequacy of the functionality to business needs

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CEMLIS Analysis Output

CEMLIS ANALYSIS OUTPUT(*)

Current CEMLIS to replaceCurrent CEMLIS

to adapt

Area CEMLI Area CEMLI

(*) A more detailed analisys should be performed to determine the

replacement or adaptation needs

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Adaptación Desarrollos y configuración

instalación de Desarrollos y configuración

Entorno Producción

Clonación Entorno Producción y Upgrade

FASE I – Primera Prueba Migración

Estudio impacto Desarrollos y cambios E9

Pruebas Unitarias

FASE II– Segunda Prueba Migración

Migraciónn de datos

Pruebas Funcionales

FASE III – Migración a Producción

Migración de datos

Apoyo a la estabilización del Sistema

Gestión Seguimiento y control del proyecto

Entorno Aceptación

1 2 3 4 5Meses

Entorno Desarrollo

High Level migration Plan

Planificación y Arranque de proyecto

Arquitectura Técnica e Instalación E9

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Summary of next steps for your consideration

NEXT STEPS

1

2

3

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Appendix 1: Oracle JD Edwards – Basic Parameters Summary

JD Edwards Modules Licensed/Installed

Financials:

HRMS:

Supply Chain Mgmt.:

Sales and Marketing:

Manufacturing:

Others

Other Oracle prod.

integrated

Vertical APPS

Third party software

integrated

Core Business

Applications

Archievement

system

JD Edwards characteristics

Current JDE Version

# Legal entities

# Country Localizations

# Languages

# set of characters

#Servers or users in

different time zone

# Employees

# Users

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Appendix 2: Oracle JD Edwards – Current

Customizations Summary

CEMLIS Summary

Complexity High Medium Low TOTAL

Reports Xx

Forms Xx

Data structure

XML Publisher

Reporting

Xx

Interfaces Xx

Workflows Xx

Tables / Views Xx

Business Functions Xx

Others Xx

TOTAL xx xx xx XX

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