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About this Template

Dear Colleague,

– This template is provided to you by Panaya to help you communicate the facts about your upgrade within your company.

– The template is not a comprehensive project plan but rather a concise briefing with the essential points

– We wish you a successful upgrade!

Best regards,

The Panaya Team

http://www.panayainc.com

Free Upgrade Simulations Offer

Is there an upgrade project on your horizon?

Then you are invited to see exactly what you are up against.

See the this slide for details.

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Copyright and Terms of Usage

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– You are free to copy, share, and modify to your needs.

– You are not allowed to sell the template– This document is provided by Panaya Inc. It is completely independent of and not affiliated

with Oracle®.

– Oracle is a registered trademark of Oracle. Oracle and other Oracle products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Oracle. All other product and service names mentioned are the trademarks of their respective companies.

DISCLAIMER OF WARRANTY

Panaya Inc. makes no representation or warranties, either express or implied, by or with respect to anything in this document, and it shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect special or consequential damages.

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Oracle® EBS R12 Upgrade at [Company]Project Brief

[NAME]Project Manageremail@company.com

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Agenda

1. Project Goals

2. Upgrade Synopsys

3. Go Live Date

4. Scope

5. Leadership Team

6. Stakeholders

7. Timeline

8. Cost

9. Risk Management

10.Assumptions

11.Next Steps

12.Resources

13.About Panaya

agenda

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1. Project Goals

• Avoid “End of Support” (2013 for 11.5.10, 2010 for 11.5.8 and 11.5.9)

• Enable New Functionality

– Key function 1

– Key function 2

– Key function 3

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Additional Goals

• (choose all that apply)

• Meet Compliance Requirements

• Standardization

• Consolidation

• Reduce maintenance

• Align business processes

• Other…

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2. Upgrade Synopsys

• Upgrade Type: [Technical/Functional]

• Duration: XX months

• Go Live Date: Friday, XX/XX/2011

• Impact on External Systems : [interfaces with XX, integration with YY]

• Downtime: XX hours (typically at least 72 hours)

• Cost: $XM (typically $0.5M-$1.6M)

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3. Go Live Date

• Reasoning: (choose all that apply)

– Holiday/Off peak

– Next available window is ______

– In synch with financial/logistical events

– Approved by all stakeholders

Fri X/XX/2011

DowntimeXX HFreeze: XX weeksDual maintenance: XX months

Upgrade

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4. Scope

• Database

• Hardware

• Dependencies on other components (Legacy systems)

• Customization Mapping and Cleansing

• Functional Improvements

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5. Upgrade Leadership Team

Module IT LeadBusiness Owner

FIN

HR

SCM

CRM

BI

…

Functional leadership

Role Lead

Project Manager

DBA

Development

QA

System Administrator

Training

General and Technical

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6. Stakeholders

Role Name

Sponsor

Business 1

Business 2

Business 3

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7. Upgrade Timeline

Date DateDate Date Date

• Pre-upgrade analysis

• Prepare project plan

• Resource plan• Project team training plan

• Clean up unused objects

• Scope definition • Retool process • Run automated upgrade simulation

• Custom object inventory

• Required adjustments

• Prepare test plans

• Execute upgrade cycles

• Adjust modifications and developments

• Unit testing• Ongoing upgrade simulations to track progress

• UAT• Performance test• Develop cutover plan

• Rehearsal upgrade

• Run final upgrade simulation (verification)

• More testing as needed

• Communicate cutover plans

• Upgrade PROD• Verify• Cutover• Troubleshoot problems

• Post processing (if any)

Preparation Planning ExecutionFinal

PreparationProduction

Cutover

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Timeline Dependencies

• Downtime - when and how much

• Team availability

• UAT availability

• HW lead time

• Other projects that might impact the upgrade

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8. Cost Estimates

Role Amount

Software

Hardware

Resources (Internal)

Resources (External)

Cost of Downtime

Total

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9. Risk Management

RiskProbability

Impact Mitigation

Critical failure after go live

H/M/L Financial loss of $$/day

- Oracle Critical Account - Team Extended Support - Running automated upgrade simulation & verification

- Documented test scenarios- 3 rehearsals before go live

Missing the go live date

H/M/L

- Next available date is 3 month later

- Need extended support from Oracle

- Delay other projects

- Plan a buffer- Stakeholder commitment to schedule and resources

- Key users commitment to UAT

Failure of interface to other applications

H/M/L - Data errors- Dedicated interface testing sessions

Performance issues

H/M/L - User productivity loss

- Run Performance / Load testing in earlier phases of the upgrade

- Sizing done by ___- Purchase new hardware

Other H/M/L

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10. Assumptions

• Assumption 1

• Assumption 2

• Assumption 3

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11. Next Steps

• Next Step 1

• Next Step 2

• Next Step 3

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12. Resources

• Online

– Oracle Whitepaper: Planning Your E-Business Suite Upgrade from Release 11i to 12.1

– Oracle Whitepaper: Upgrading EBS 11i Forms + OA Framework Personalizations to EBS 12

– Oracle Blog: Oracle E-Business Suite Technology

– Panaya Articles

• Panaya’s Automated Upgrade Simulation

– For a FREE trial simulation of your upcoming upgrade, or to schedule a demo visit

http://www.panayainc.com/Oracle-Upgrade-Automation.html

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About Panaya’s Upgrade Automation Software

• Panaya's software-as-a-service helps companies that use SAP or Oracle reduce 80% of their upgrade and testing risk and effort. Utilizing a cloud-based supercomputer, Panaya simulates the upcoming upgrade, automatically pinpointing which custom programs will break as a result of the upgrade and automatically fixing most of these problems.

Panaya’s testing solutions dramatically expedite ERP testing and eliminate the need for manual test script maintenance. Seamlessly capturing business knowledge in the background, as users work with the ERP applications, Panaya automatically generates plain-English test scripts that are rapidly executed and continually self-adjust based on test results.

• To learn more or apply for a free upgrade evaluation, visit: http://www.panayainc.com/Oracle-Upgrade-Automation.html

Clearly see your programs, required adjustments, and test plans

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Detailed resource and budget requirements

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