Oracle Business Accelerators and Oracle User Productivity Kit for Rapid Deployment

1. Oracle Business Accelerators and Oracle User Productivity Kit for Rapid Deployment Presented by: Marsha L. Edgell September 25, 2013

2. Agenda Introduction Project Critical Success Factors Oracle Business Accelerators User Productivity Kit Benefits

3. About BizTech • Professional Services Firm • Professional Services firm focused on Oracle Applications and technology • Oracle Platinum Partner – Highest Level of certification • Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology • Over 400 successful Oracle implementations over the past 15 years • NY, PA, NJ, VA offices with regional, national and global clients • 100+ Consulting Resources • Centers of Excellence across key solutions and industries • Solutions: Oracle Applications, Technology, BI/EPM, and Managed Services • Industries: Financial, Professional, Business Services; Communications and Media; Manufacturing; Distribution; Public Sector, Government; Healthcare and Life Sciences • BizTech Software Solutions : BizTech Integrators, BizTech Insight Accelerators, BizTech Reporting Foundation • Oracle License Reseller

4. Client-Centric Practice Areas Oracle Applications - Full Portfolio of Oracle Applications Solutions • Implementation, Upgrade, Migration • Since 1990 MPL6 to R12 Experience - Over 400 successful implementations Oracle Technology and Business Intelligence - End to end service offering in BI and EPM - Fully staffed team of Data Architects/DBAs - Solid experience in RAC, HA, and HS designs • Understand full Oracle technology stack Oracle Technology BI/EPM Oracle Applications Clients Managed Services ITO Oracle Software Provider Managed Services and IT Outsourcing - Remote or Onsite services - Full portfolio of Oracle Applications and Technologies - World-Class Data Center with 24x7 Support - Instant capacity, operational focused model Oracle Software Provider • Full Portfolio of Oracle License Resell • Helps Clients Optimize License models • BI Software for the agile enterprise • Insight Accelerators • BizTech Integrator

5. Marsha L. Edgell, PMP Applications Practice Director, PMO • Professional Summary • Senior Project Manager and functional consultant • 20 + years combined industry and consulting experience • Roles in over thirty packaged software implementations • Extensive experience with on-shore / off-shore resource management, coordination and hiring • Qualification Summary • Specific areas of Oracle experience include releases 10.7 through 12.1.3 in Financials, Supply Chain, Projects and HCM • PMP Certified • Previous Director of Enterprise Business Systems in a multi-national organization Prior Experience: Project Experience:

6. Project Critical Success Factors • Executive sponsorship • Sense of urgency • Resource commitment • Scope awareness & control • Knowledge transfer • Change management • Communication

7. Keys to Rapid Deployment Keeping the critical success factors in mind: • Oracle Business Accelerators • Addresses the sense of urgency • Reduces time from project initiation and discovery/analysis to a configured working system • User Productivity Kit • Supports knowledge transfer through all phases of the project lifecycle (for more than just training!)

8. Highly structured, rapid methodology for Oracle E-Business Suite implementations leveraging Oracle Business Accelerators and User Productivity Kit Standard business process functionality is Live within an accelerated timeframe Four phases from Project Preparation to Go-Live Rigorous tracking of weekly project status objectives Employs a dedicated, blended project team motivated by a sense of urgency What is BizTech RapidApp?

9. BizTech RapidApp Methodology Deploy Configure Prepare Test End User Training Super User Training Configure Instance Run Accelerator Initial Planning Prepare CRP Scripts Setup Production Prepare Environment Setup Test/System Testing Conference Room Pilots User Acceptance Testing Launch Project Go Live! Post-Go Live Support Enterprise Data Design Confirm Requirements Go/No Go Decision Project Management, Quality Assurance, Knowledge Transfer

10. Oracle Business Accelerators Oracle cloud-based implementation tools Allows great flexibility for system setup Includes assumptions and constraints Default data populated, can be updated as needed Based on leading practice business flows designed to reduce the time and cost of implementing enterprise-wide solutions Industry-specific flows and integration (i.e. General Business, Professional Services, Industrial Manufacturing, Local Government, etc.) Setup Questionnaires automatically populate Oracle instance with your data What is OBA?

11. Steps in OBA process • Pre-Project Activities • Assess requirements, pick flow families that fit • Identify resources, complete OBA training • Preparation • Install software, request OBA workspace from Oracle • Gather client data (Enterprise Data Design) • Accelerator Execution • Enter data, run configuration tool • Validate configured instance • Post Accelerator Activities • Additional modules and/or functionality • Address data conversion and customizations (if any)

12. OBA Online Toolset

14. What is Oracle UPK? Oracle User Productivity Kit • Comprehensive content development, deployment and maintenance platform • Application agnostic • Out-of-the-box integration with core ERP systems • Pre-built content available • Multiple outputs for documentation

15. Utilize UPK in all Project Phases • Content Creation • Record simulations of application processes • Augment recordings with other materials (notes, ppt, sound, video, etc.) • Content Management • Collaborative environment with multiple users • Assign roles, secure access (create, approve, publish) • Content Deployment • Single recording to multiple outputs • Solution design, analyze as-is and to-be process flows

16. User Productivity Kit • Author material once, produce multiple outputs • System Process Documentation • Test Documents • Test Cases • Test Results • Training Guides • Instructor Manuals • Create and maintain all project assets centrally, updates can be published across all outputs

17. User Productivity Kit Various modes available to use UPK: • See It! • Animated demonstration that you can watch • Try It! • Interactive simulation, you click through and enter as prompted for practice • Know It! • Interactive assessment, performance is scored • Do It! • Interactive support while you perform process live • Print It!

18. User Productivity Kit New in latest version: • Test It! mode • Supports performance of testing • Build, record, edit and publish – include ‘Expected Results’ • As you test your process, you can record ‘Actual Results’ and mark each step as passed/failed • Test It Player produces testing summary • Integration with testing applications • UPK produces spreadsheet file ‘Test Cases’ to import into OATS, IBM Rational, HP Quality Center

19. BizTech RapidApp Methodology Deploy Configure Prepare Test End User Training Super User Training Configure Instance Run Accelerator Initial Planning Prepare CRP Scripts Setup Production Prepare Environment Setup Test/System Testing Conference Room Pilots User Acceptance Testing Launch Project Go Live! Post-Go Live Support Enterprise Data Design Confirm Requirements Go/No Go Decision Project Management, Quality Assurance, Knowledge Transfer

20. BizTech RapidApp Phase 1: Prepare • Tasks and Activities • Review & Confirm Key Project Documents • Confirm Requirements & Scope • Conduct Implementation Workshop • Oracle User Familiarization Training • Configure Hardware • Complete Oracle Software Installation • Project Team Orientation & Kickoff • Enterprise Data Design & Accelerator Prep • Client Focus Areas • Procure Hardware & Software • Allocate Document Collaboration Environment • Validate Key Project Documents • Plan & Allocate Project Resource Personnel • Arrange Project Team Workspace • Co-Develop, Approve and Distribute the Scope, Objectives & Approach Deliverable • Participate in User Familiarization Training • Participate in Enterprise Data Design workshops • Key Deliverables • QM.010 Quality Manual • WM.020 Detailed Project Plan • TE.010 Testing Strategy • AP.050 – Team Familiarization Training Guides • CR.010 Scope, Objectives, and Approach • RD.010 Enterprise Data Design

21. Phase 1: Prepare • Project Team Familiarization Training • Use pre-built UPK content • Project team gets hands-on experience straight out of the gate • UPK provides assistance to team members with completing ‘homework’ • Team members login to Oracle EBS Visions instance and practice what they’ve learned (Do it! mode) • Gain confidence and proficiency in navigation and basic process flows • Preps the team for CRP sessions in next phase

22. Phase 1: Prepare • Enterprise Data Design • Focused on key building blocks of system configuration • Chart of Accounts • Entities and Organizations • Key Flexfield Definitions (Asset Category, HR Job/Grade, Item Structure, Sales Territory, etc.) • Discovery sessions designed around leading practice business process flows • Gather data and produce RD.010 deliverable • Format easily adapted for data entry • Upload from spreadsheets into OBA tool

23. BizTech RapidApp Phase 2: Configure • Tasks and Activities • Configure Baseline Applications Using Accelerator Setup Tool • Data Conversion Development & Testing (optional) • Application Extension Design & Development (optional) • Prepare CRP Scripts • Conduct Conference Room Pilot (CRP) Sessions • Confirm and Finalize Requirements • Key Deliverables • RD.050 Business System Requirements • RD.080 Reporting Requirements Definition • CV.010 – Conversion Strategy and Approach • CV.040 – Conversion Data Mapping • MD.050 – Application Extension Functional Design • MD.070 – Application Extension Technical Design • MD.120 – Technical Porting Document • BR.100 – Applications Setup Document (Draft) • BR.101 – Accelerator Setup Report • BR.080 - Conference Room Pilot (CRP) Guide • BR.090 – CRP Script and Results • Client Focus Areas • Data Cleansing & Conversion • Review Extension Designs • Participate and Lead in Conference Room Pilots • Create System Integration Test Scripts • Participate in Development of End User & System Test Scripts • Coordinate Internal/External Communications • Maintain Issue & Risk Log

24. Phase 2: Configure • Configure Applications using OBA • Enter data from RD.010 into OBA workspace & run tool • Post-configuration steps • Prepare for and conduct Conference Room Pilot (CRP) sessions • Using the UPK tool in DEV instance, prepare CRP scripts, and log expected results/notes • During CRP execution, use scripts to log actual CRP Results; identify areas for follow up & issue resolution • Capture additional requirements or configuration changes needed

25. BizTech RapidApp Phase 3: Test • Tasks and Activities • Design and Construct Test Scripts • Configure Test Applications Instance • Conduct System Testing • User Acceptance Testing • Go/No Go Decision • Prepare and Disseminate Deployment Plans • Client Focus Areas • Participate in Super User Training • Perform System Integration Testing • Perform User Acceptance Testing • Design & Develop User Training Materials • Develop End User Training • Key Deliverables • AP.150 End User Training Materials • TE.040 System Test Scripts • PM.010 Production Deployment Plan

26. Phase 3: Test • Use UPK to support all testing activities • Test Scripts • For System Integration & User Acceptance Testing • Test Cases • Produce spreadsheet document compatible to integrate with OATS, IBM Rational, or HP Quality Center • Test Results • Whether testing is automated or manual • Create End User Training Materials • Training Guides, Instructor Manuals • System Process Documents – add conceptual content to step-by-step instructions

27. BizTech RapidApp Phase 4: Deploy • Tasks and Activities • Setup Production Applications Instance • Load Production Data • Training • Go Live! • Decommission Legacy Systems • Post-Go Live Support • Construct & Deliver Project Summary • Client Focus Areas • End User Training • Technical Training • Helpdesk Training • Data Conversion • Transition Support Team for Post-Production Maintenance & Support • Key Deliverables • Fully Configured Production System • BR.100 – Application Setup Document (Final) • PM.010 Deployment Plan (Final) • PM.060 Client Engagement Summary

28. Phase 4: Deploy • Deliver End User Training • See It, Try It, Do It modes all helpful • Know It! mode – assess user readiness as criteria for ‘certification’ and go-live • Use UPK to help transition to Support and Maintenance team • Help Desk guides • Application maintenance documentation • User Support materials / in-application help • After go-live, keep knowledge/documentation up-to-date as processes change

29. Benefits of OBA and UPK • Faster time to value • Reduce time and costs for project tasks • Discovery, Configuration, Testing, Training • Increase productivity of project team • Ensure user adoption and team member effectiveness • Get users involved early and keep them engaged • Manage change and minimize risk

30. Thank you….any questions? Marsha L. Edgell, PMP Applications Practice Director BizTech (703) 839-3346 medgell@biztech.com