Still haven’t upgraded to R12 and have limited funds. What do the experts recommend?

1. Still haven’t upgraded to R12 and have limited funds. What do the experts recommend?

2. Agenda • Introductions • Oracle Support Schedule • Upgrade Center Of Excellence • Methodology Highlights • Tools to help with Upgrade • Lessons learned • Q&A

3. Presenter Introduction • John Vaughan • National Practice Lead – Oracle eBusiness Suite • Kevin Teder • Senior Vice President - Zanett

4. Zanett Snapshot • $50 million company • Founded in 1999, growth both organic and by acquisition • Professional Staff includes 300+ skilled consultants-average standard of experience ~ 12 years • In each of the past 4 years, more than 70% of Zanett’s revenue was derived from repeat business • Serves a wide range of companies ~ Fortune 500 to SMB • Focus on Oracle’s EBS, PeopleSoft, JDE, and EPM (OBIEE and Hyperion) US Offices: Atlanta Boston Cincinnati Detroit Indianapolis Jacksonville Miami New York St Louis Dallas International: Makati City, Philippines

5. Why you should care? 100+ EBS Implementation Consultants, 40+ DBAs on staff Monitoring & Managing 130+ instances 24 x 7 x 365. • Established Upgrade Center of Excellence • Consistently have 4-5 upgrade going on in parallel • Upgrade are included in our Managed Services • Upgrade for non-Managed Clients • Hundreds of Successful Client E-Business Suite Upgrades(10.7, 11.0, 11i, R12) • More Than 24 Months R12.1 experience

6. Agenda • Introductions • Oracle Support Schedule • Methodology Highlights • Upgrade Center Of Excellence • Tools to help with Upgrade • Lessons learned • Q&A

7. Oracle EBS Support Table ** Extended Support has been extended for 13 months through December 2014

8. Agenda • Introductions • Oracle Support Schedule • Methodology Highlights • Upgrade Center Of Excellence • Tools to help with Upgrade • Lessons learned • Q&A

9. Our approach

10. Business Focused Approach UNDERSTAND • Fully understand the business objectives both strategically and tactically ALIGN • Align our activities (product and services) to best support your business objectives • Zanett continually monitors best business practices to ensure that tactical and strategic goals are in alignment REALIZE • Ensure you realize your full potential for growth and competitive advantage Zanett delivers Real Enterprise ValueTM On-Time + Within Budget + Objectives Achieved = SUCCESS

11. The Benefits of Using a Partner for an Upgrade • Methodology • Skills / Experiences • Knowledge of the R-12 Application (Functional/Tech) • Knowledge of Lessons Learned / Gotcha’s • Tools / Templates / Knowledge / Information • Additional hands – address bandwidth constraints • Training

12. Partner vs. Funds Available vs. Situation • Traditional – Most Funds • Partner provides team, tools, methodology, knowledge, etc. • Partner team consists of PM, Functional, and Technical Team • Customer provides PM and SME knowledge and focuses on current environment knowledge, testing and knowledge transfer • Fixed Fee, deliverable based Statement of Work • Creative – Limited Funds • Use the partners for the tools/templates, methodology, work plans, lessons learned, knowledge, etc. • Use the partner for PM, advisory services and to fill skill gaps • Time and materials and set amount for tools

13. zAccelerate for Upgrades Leverage best practices througha repeatable approach Assessment • ROI • WBS • 1st Pass • Analysis and Familiar-ization • Solution Design • RICE Analysis • Planning / Discovery • Upgrade Analysis • Solution Design • CRP 1 • 2nd Pass • UAT • BR100’s* • 3rd Pass • 4th Pass* • Trans Plan • Build • Test • Rehearsal Training • Support • Go Live Focuses on Repeatability Brings Risk Mitigation to the project

14. Benefits to zAccelerate Approach • Risk reduction • Proven • Refined scope definition • Confidence in effort and timeline • Ensures tighter management and accuracy of the upgrade cost/duration • Practice makes perfect – 5 passes using same resources • Provides Client Leadership ability to more effectively set and manage expectations with the business • Business Flow Experienced Staffing Model • Onsite experience / offsite technical expertise • Stronger and more focused effort on learning R12 functionality • Training and Change Management

15. Agenda • Introductions • Oracle Support Schedule • Methodology Highlights • Upgrade Center Of Excellence • Tools to help with Upgrade • Lessons learned • Q&A

16. Upgrade Center of Excellence • Repeatable approach and experience withupgrades and implementations • Leverages Zanett’s wealth of knowledge inmanaging and monitoring 150+ client instances of Oracle 24/7/365 • Upgrade Center capitalizes on numerous upgrades done for managed and non-managed environments • Defined efficient process for: • Upgrade planning and project management • Process review, fit gap, functional change and readiness

17. Agenda • Introductiuons • Oracle Support Schedule • Methodology Highlights • Upgrade Center Of Excellence • Tools to help with Upgrade • Lessons learned • Q&A

18. COE Tools, Templates & Libraries Process Model Library Execution Documents Training Material Test Scripts Changed Objects • Benefits for the Client: • Identifies customizations and assists with seed data and configuration issues • Start New process design from a working application model • Accelerates testing with test scrips • Reduces risk by leveraging best practices incorporated in Oracle Applications • Supports change management by early feedback from key users and stakeholders

19. Agenda • Introductiuons • Oracle Support Schedule • Methodology Highlights • Upgrade Center Of Excellence • Tools to help with Upgrade • Lessons learned • Q&A

20. Some Lessons Learned • Remediation of Obsolete objects in CEMLI objects • Most every customer has directly modified the standard code • Your customizations need to differentiate from Oracle standard naming conventions (R-12 leverage 3 digit naming convention) • Don’t lose your source code – make a copy …. Leverage config snap shot tools • Your modifications to seeded responsibilities (will be lost during an upgrade) • Your modification to other seed data may be impacted

21. Some Lessons Learned • Web ADI • Web ADI journal templates will need to be re-created • Web ADI journal upload spreadsheets do NOT support multiple tabs • Report Manager • Report Manager will need creation of custom templates for use with FSGs. Generic FSG Template can be used, but cannot be modified • Report Manager saves reports in FRM_REPOSITORY_LOBS table, and cannot save reports to a file system • Reports may need to be transferred to a network drive periodically to avoid tablespace issues • Reports Repository needs to be periodically cleansed

22. Some Lessons Learned • Cash Management • Cash Management module owns banks, bank accounts, and bank branches setups in R12 • Bank Account security will not allow update to Payables Documents – needs security to be setup

23. Planning for an Upgrade • Plan for downtime (~60hrs avg) • What can be done before the downtime? • What can be done to make the upgrade run faster? • Can Separate Hardware be used for the upgrade? • Customizations – Follow standards, Backup, TEST!! • Practice Upgrade Steps

24. Upgrade Small Customer Performance Sample Small Hardware Configuration : • Database server • 4 x Dual Core (8 CPU) @ 1.8 Ghz AMD Opteron • 8 GB RAM • RHEL4 – 64-bit OS • Database size – 38 GB • APPS server • 2 x Dual Core (4 CPU) @ 2.2 Ghz AMD Opteron • 2 GB RAM • RHEL4 – 32-bit OS • Approximately 12K jobs per hour!!

25. Upgrade Large Customer Performance Sample Large Hardware Configuration : • Database server • Sun M5000 • 4 x quad core SPARC processors ( 2.4GHz US T2 ) • 64 GB RAM • Sun Solaris • Database size – 1.2 TB • APPS servers x 3 • Sun T5140 • 2 x 8-core processors ( 1.2GHz US T2 ) • 64 GB RAM • Sun Solaris • Approximately 12K jobs per hour!!

26. Upgrade Performance • Automate fixes • Tune upgrade performance • Optimize Long running jobs • Workers • Batch Size • Monitor the Upgrade • AD Logs, alert logs • Long running jobs • Space allocation • AWR and OEM 10g

27. Upgrade Performance Here’s how we do it: • Turn off archive-logging for duration of upgrade. • Use single member 2 GB redo log size for fewer log switches. • Set log_checkpoint_interval to 0. • Size all tablespaces adequately and set data-files to auto-extend. • Size SGA to utilize max. CPU and memory. • Install and stage APPS tier and DB home executables, re-use for multiple runs.

28. Summary • Not your standard project – a decent amount of ‘gotcha’s’ • Detail Preparation up front • Testing Scenarios • CEMLI List • Cross referencing Testing and CEMLI object • Use tools to identify use of Obsolete objects, seed data changes, etc. • Leverage a proven work plan, scripts, testing steps, best practice libraries, etc. • Practice makes perfect – practice the technical steps • Limit change – focus on the technical upgrade • Get some guidance/help for experienced resources • Review Lesson learned

29. Questions? john.vaughan@zanett.com 904-219-7241 kevin.teder@zanett.com 317-250-1536 kathy.buland@zanett.com 317-432-5443