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R12 --- A Big Step Forward

R12 --- A Big Step Forward. Prepared for NorCalOAUG January 17, 2008. October 12, 2007. Partnership for Success.

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R12 --- A Big Step Forward

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  1. R12 --- A Big Step Forward Prepared for NorCalOAUG January 17, 2008 October 12, 2007 Partnership for Success

  2. About XsigoAbout NaviSiteXsigo Project Objectives & Decision ProcessScope of the ProjectImplementation ApproachR12 FeaturesWhat Worked WellWhat Did Not Work So WellUpgrade ConsiderationsSummary

  3. About Xsigo • Founded 2004 • Location: • Sunnyvale, CA • Funding • Kleiner Perkins, • Greylock Partners, • Khosla Ventures • Juniper Networks • Board members include: • Ray Lane: Former President, Oracle • Mark Leslie: Co-Founder, VERITAS • Vinod Khosla: Co-Founder, Sun • Ashok Krishnamurthi: Founding team at Juniper “Xsigo offers a compelling solution that delivers I/O virtualization. Solutions like this will enable greater flexibility and change the way organizations deliver IT services.” - John Humphreys, IDC

  4. VP780 I/O Director • 24 Server ports • Expansion switch available for connection to hundreds of servers • Hardware-based architecture • Fully non-blocking fabric • 780 Gb/s aggregate bandwidth 4U height • Custom silicon • Line rate throughput • 15 I/O module slots • 4 X 1Gb Ethernet • 1 x 10Gb Ethernet • 2 x 4Gb Fibre Channel • SSL offload module Redundant hot swappable fans and power supplies.

  5. How Xsigo Helps Without Xsigo With Xsigo 70% fewer cables, cards. No edge switches.

  6. About NaviSite

  7. NaviSite – Fast Facts • Founded in 1997 • Employees: ~700 • Customers: ~ 1400 • Bay Area Office: San Jose • Other major offices • Key Offices: Andover, Houston, Atlanta, Chicago, New York, London • West Coverage: San Jose, Portland/Seattle, Los Angeles, Denver • Offshore Operations: India - New Delhi • Data Centers • 16 facilities around the globe (including Las Vegas, LA, San Jose, San Francisco) • N+1 Redundancy in All Critical Systems • SAS 70 Type II Certified Visit us at: http://www.navisite.com/

  8. Services Overview • Hosting Services • Application Management (Oracle, 3rd Party, Custom Apps) • Managed Messaging • Managed Services for IT Infrastructure • Content Distribution • Dedicated Web Hosting • Co-location Services • Professional Services • Planning, Implementation, Upgrades, Maintenance, Optimization, Compliance/Governance • Technology: Architecture, Infrastructure, BI, DWH and Security • Applications: Oracle Application Products • Outsourcing Services • IT Planning Services • Custom Application Development & Management Services • Software QA and Testing

  9. Hosting Services at a Glance Hosting & Application Management Delivery Team Managed Applications Demantra/ Agile/ Hyperion Oracle Siebel PeopleSoft JDE Capabilities Client/Account Management Support (Level I – III) Application Management Upgrades Patching System Enhancements/ Customizations

  10. Professional Services Offerings at a Glance Program & Project Management • PEOPLE • Right blend of product knowledge, business / Industry experience and consulting skills • Global Presence • PROCESS • Use Oracle’s AIM Methodology • Establish a Global Business Model • Facilitated Workshops Approach • TOOLS • Utilize Process Flows Approach • Use tools and templates for rapid deployment Enterprise Technical Architecture Business Consulting System Selection Process ERP and CRM System Implementation and Transformation Applied Technology Services (Custom Development, Conversions, Interfaces) Core Technology Services (Database, Middleware, Messaging, Security, Enterprise Management) Industry Based Solutions Managed Services Enterprise Business Process Execution Data Hubs / Data Consolidations Business Continuity High Availability / Disaster Recovery Optimization Services Enterprise Business Intelligence Adoption & Learning Upgrade Consolidation M & A Spin- Off Health check & Assessment SOX - Compliance & Governance Change Management Global Delivery Global Roll Out

  11. Xsigo Project Objectives & Decision Process

  12. Prior State of ERP: August, 2006 • Development stage company • Running 3rd tier ERP • Order Entry, MRP, Financials • 3rd party products spec’d for CRM, configurator, etc.. • Integrated via middleware • No solution for installed base, fixed assets • Limited global capabilities • Desire to build ‘Best in class IT infrastructure’ • Significant functional expectations across the business • Rapid global growth expected

  13. ERP Decision Drivers • Strong functionality • End to end enterprise management and reporting • Jump-start best in class business processes • Build foundation for global growth • Lowest total cost of ownership • Partnership with ERP vendor and Integrator

  14. ERP Alternatives Considered • Plan of record: Tier3 ERP + other 3rd parties + middleware • Requires upgrade to Tier1 in 12-18 mo. • Tier 2 applications • Requires upgrade to Tier1 in 24 mo. • Tier 1 applications • Higher cost in near-term

  15. Initial Decision: Oracle 11.5.10 + Navisite • Lowest total COO: • NPV of Oracle/Navisite solution 5% -25% lower than other alternatives • Far less business disruption implementing now vs. upgrading later • Best in Class business templates • Lower implementation cost • ‘Quantum Leap’ in process & controls • Shortens path to SOX 404 compliance • Hosted by Navisite • After first month (coinciding with the Oracle R12 release), decision changed to deploy R12 based on new functionality and Xsigo's commitment to stay with state of art technology.

  16. Decision to move to R12 • Nov 06: Decision finalized on Oracle • Jan 07: Project started with 11.5.10 • R12 not available until late January • Original go-live planned for April 1, 2007 • Course change in Feb 07: implement R12 • Key new/improved functionality: • Greatly improved UI (esp. in CRM Modules) • Pre-delivered report templates • Other technology enhancements (HTML, etc.) • Avoid costly and time-consuming upgrade in 12-15 mo. • Added 1 month to schedule: went live on schedule May 4, 2007

  17. Scope of the Project

  18. Major Implementation • 20 business applications • 36 business workflows • First R12 deployment in North America • 2nd worldwide (‘Like Avis: We try Harder!’) • 3 ½ months from kickoff to go-live • 5 months from contract signing

  19. Scope Summary • 36 Oracle Business Flows: • Manufacturing: 13 • Sales and Service: 12 • Accounting: 9 • HR: 1

  20. Business Transactions The key Oracle data objects & transactions: Design Plan Buy Sell Ship Service Returns Pick Pack Ship Invoice Lead Oppty Sales Forecast Quote Contract Order Service Request Contract Renewal Item BOM ECO Design Graphics Mfg Forecast MDS MPS Planned Order Req PO Receipt Asset Payment RMA AE

  21. Oracle Solution Footprint

  22. Single Node • HP Linux server • 12 GB RAM • 4 CPUs @ 2.2Ghz Database Tier • 3 SUN V240 Servers • 2 x 3 CPUs @ 1.2 GHz • 8GB RAM • N + 1 Load Balance Architecture Middle Tier • EMC Clarion CX300 • 500GB Storage • Raid 1+0 for production • 1 Hot spare • N+1 Power Supply Storage Tier • iSupport, iExpenses • iStore, IProcurement i-application Tier Architecture: Hardware

  23. Architecture: Technology Stack

  24. Implementation Approach

  25. NaviSite provided the right blend of product knowledge, business experience and consulting skills. The project organization model optimized Xsigo / NaviSite resource mix. The Project Management Methodology has an integral component for risk identification, tracking and mitigation We established a Business Model Facilitated Workshops for key decisions Established a common understanding of Xsigo Systems business model and process flows Leveraged Business Flows to: Stimulate discussion of business requirements Review leading practices and best use of Oracle applications Establish an initial Conference Room Pilot Use of Accelerators with AIM for Business Flows tools, templates Time Quality Cost We employed a proven implementation approach to accelerate implementation and mitigate project risk P E O P L E P R O C E S S Achieving a balance between time, quality, and cost T O O L S

  26. Definition Elaboration Build Transition Production Determine Exception Dispositions Determine Exception Dispositions Prepare Production Environment Project Planning Update Flows Update Flows Update Procedures Update Procedures Conduct CRP 1.1 (Familiarization) Convert and Verify Data Update Setups Update Setups Update Test Script Update Test Script Prepare CRP 2.0 Environment Prepare CRP 3.0 Environment Conduct CRP 1.2 (Mapping) Perform Acceptance Test Conduct CRP 2.0 Conduct CRP 3.0 Identify Exceptions Identify Exceptions Begin Production Maintain System Identify Exceptions Design Extensions Perform Systems Integration Test Propose Future Direction Create and test Custom Extensions Conduct Business Architecture Workshops Prepare Custom Test Scripts Utilize Standard Templates Using standard templates as baseline and minimizing exceptions allowed for a 3 ½ month implementation

  27. Project Team • Executive/Board Buy-in • Steering Committee: • VP Operations, VP Finance, VP Support • Implementation Team: • Functional ‘Power Users’ - 8 • Operations • Accounting/Finance • Sales • IT: Director & Progr/Analyst • Navisite: • Project Lead • Consultants 6-7 Total – 18 people

  28. R12 Features

  29. R12 Features used at Xsigo • Costing • Deferred COGS - defer COGS and recognize at time of Revenue Recognition • Sales • Create leads and opportunities directly from the customer record • Email Interactions: Oracle Sales for Handheld, e-mails sent or received using Outlook are logged in Interaction History for Contacts and Customers • Sales Offline • Mobile users can create/update leads, opportunities and quotes while out in the field and synchronize the new lead information back to the database. • Sales for Handheld • Create and manage appointments and contacts via MS Outlook for synchronization up to the database • Create and manage appointments and contacts via the database for synchronization to the database MS Outlook.

  30. R12 Features used at Xsigo • Purchasing • Professional Buyer’s workcenter – easier user interface with all a buyer needs in one html form - Autocreate PO, create and query PO’s and blankets • Professional Buyer’s workcenter shares the catalog with iProcurement • Payables • XML for AP checks • Payment workbench – easy to see status of job, next step and payment statistics • iSupplier Portal • New supplier onboarding process as well as supplier managed user maintenance • Teleservice • New HTML Customer Support Dashboard with work list • Xsigo preferred over Universal Work Queue because of it’s ease of use and ability to pick SR’s and Task’s from Group Queue

  31. R12 Features used at Xsigo • Service Contracts • Approvals Management pulled out of Service Contracts and now contained in "Common" location and shared across modules  • Helped consolidate approvals management process, provided greater flexibility in assigning appropriate approver • HTML Renewals Dashboard allowing users easy access and viewing of contracts available for renewal • Light use currently, but in the future will give Contract Renewals manager central dashboard to view contracts up for renewal, which assists the automatic notifications that are generated from Service Contracts up for renewal • iSupport • Enhanced Self Service Registration to leverage shared iStore user interface • Very helpful in getting Xsigo the user registration they desired, and it is fully compatible with future iStore needs • Ability to group Case/Request Types into Case/Request Type Categories for Logical display in iSupport • Allowed Xsigo to categorize the Service Request types which greatly enhanced the “usability” for customers

  32. R12 Features used at Xsigo • Install Base • Entirely new HTML user interface...dramatically improved functionality • This was critical at Xsigo, they found 11.5.10 to be virtually unusable in it’s former state.  New functionality provides; breadcrumbs to return to higher level information,  significant increase in instance data organization, which allowed for easier user understanding and training, easier to build and display Item configurations (think ATO) • Increased integration across Service Contracts, Teleservice, OM and Field Service allowing easy instance creation, update and transfer • This was used across the spectrum for Xsigo to view Install Base properties, and will be utilized in the future as their Install Base matures and requires greater product maintenance • Knowledge Management • Allows users to search for unstructured content stored in external locations such as files servers. • Xsigo planned to take advantage of this in the future when they load specs and documents on Chassis • Extended Search capabilities to utilize the commonly used double-quotes "Search" • Xsigo really needed this enhanced search capability to locate relevant “solutions” stored in the Knowledge Repository

  33. What Worked Well

  34. What Worked Well • Solid Partnership between Oracle, Navisite and Xsigo • NaviSite Consulting Services • Excellent team of consulting resources • Very knowledgeable about the Oracle modules/flows • NaviSite Hosting Services • Effective 24x7 support; Xsigo did not need to employ a DBA • “One neck to choke” with Navisite providing both hosting & consulting • Resources & Support from Oracle • Due to R12, Oracle assigned a critical account manager • CAM helped facilitate direct communication with development • Xsigo • Strong executive support • Strong commitment to go “vanilla” • Dedicated resources

  35. What Worked Well – cont’dBenefits from Oracle ERP • Integration across the enterprise • Sales force and support automation • Highly functional customer portal • Global capabilities • Common skillset • Consistent, accurate and timely reporting • Automated Workflow

  36. What Did Not Work So Well

  37. Lessons Learned • User Uptake of Oracle • First Time Users • Understanding Oracle terminology • User Acceptance Testing • User testing should have incorporated additional time for training and testing • Super User Staffing • Small company, big Oracle footprint • User churn • Sequence of implementation • Should not have deferred tax to late in the project

  38. Limited to Zero Sev 1 issues in Production • As expected, we experienced issues • “It felt like we were the 1st company to go live on R12!” • Strong support from Oracle & Navisite • Issues in post production were resolved quickly

  39. Upgrade Considerations

  40. R12 Upgrade Paths Refer: Oracle Applications Upgrade Guide: Release 11i to Release 12, Part No. B31566-01

  41. Upgrade Considerations • Are you at version 11.5.7 or higher? • If yes, you may upgrade directly to R12 based on your business situation • If no, since you have to first upgrade to 11.5.10.2 before upgrading to R12, you may want to consider re-implementation as well, particularly if you have lots of extensions / customizations • Consider implementing significant technical advances available in R12 for business benefits you may need • 100% Active-active High-Availability and Scalability using Oracle Database Cluster (10gRAC) and Oracle Applications Cluster with Load-balancing • Complete Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers • Support for Oracle Automated Storage Management (ASM) for a variety of storage solutions • Support for Advanced Security for External Users (e.g. for iSupport Portal) • At least 2 complete cycles of successful test upgrades suggested before production cutover for upgrade • If you need to change Operating System (e.g. Unix to Linux, or Windows to Unix/Linux), add another successful test cycle

  42. Summary

  43. In Summary… R12 is the right direction…. Richer functionality in Financials and Procurement Technical Installation Is Much Quicker XML is Great Tax Engine is Much Different TCA Is Here To Stay

  44. Contact Information Pete Wolffe Senior Director pwolffe@navisite.com Navisite, Inc 2720 Zanker Rd. San Jose, Ca. 95134 650.823.0929 (Cell) www.navisite.com

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