real world r12 upgrade - twin cities manufacturing...
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©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Real World R12 Upgrade
Mate Precision ToolingAndy Spence-Parsons
VP Operations
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Abstract
❑ Provide details of Mate’s recent R12 upgrade experience, one of the first in the Twin Cities area. Engineering, Inventory, MRP, BOM, & WIP were among the Manufacturing modules included in the scope of this upgrade, which also included incorporating additional Purchasing functionality.”
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Who Is Mate
❑ Manufacturer of Punch Press Tooling❑ Rapid customization of standard products
– 100’s of discreet items shipped daily– Average lead time = 1.9 days.– Shipped worldwide
❑ HQ in Anoka, MN– Offices in Germany, Belgium, Malaysia
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Oracle Footprint
Custom LegacyOrder
Cash
OracleGeneral Ledger
PayablesInventory
Bill of MaterialsMaterial
Planning/MRPEngineeringPurchasing
Cash Management
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Timeline
❑ 1999 11.0.2 – Original implementation❑ 2000 11.0.3❑ 2006 11i – considered, postponed❑ 2008 R12 – implemented
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
R12 Considerations
❑ Strategic vision– Significant growth and expansion– Support multiple locations– Migration from Legacy
• Upgrade now, before more complex modules
❑ HPUX → Linux❑ Minimal Customizations❑ Early Adopter
– Access to Critical Accounts Support team?
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Scope of Upgrade
❑ Existing Modules– General Ledger– Payables– Inventory– Bill of Materials– Material Planning/MRP– Engineering– Purchasing– Cash Management
❑ New Functionality– Payments– E-Business Tax– Legal Entity Configurator– Subledger Accounting– Order Management
❑ Hardware Platform❑ HPUX → Linux❑ Database Migration
– 8.1.6 → 10g
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Original Timeline
Go Live
Transition
Construction
Solution Pilot
Design
Analysis
•Go Live
•StabilizationNov 26th
•Final practice simulationOct – Nov
•Upgrade dry run (x2)
•User acceptance testingSep – Oct
•Upgrade dry run + Review
•Design for Go Live periodAug – Sep
•Test case creationJul – Aug
•Business Requirements
•Infrastructure planningMay – Jul
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Team Structure
Mate❑ Project Sponsor❑ Steering Committee❑ IT Staff x2❑ Subject Matter Experts
– Finance– Material control– Purchasing– Engineering– Planning
Consulting Firm❑ Project Manager/BA ❑ Manufacturing BA❑ Financials BA❑ Developer❑ DBA
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Experiences
❑ Essentially – Two upgrades– 11.0.3 → (11.5.10) → R12– Eight existing modules + five new functions
❑ 11.0.3→11.5.10– Most difficult part of upgrade– Integration with legacy systems
❑ 11.5.10 → R12– Payables modules– Financial reports
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Integration with Legacy
❑ Issue:– Legacy Order Entry used demand interface in 11.0.3– Demand Interface – obsolete in 11i
❑ Resolution:– Use backend of Order Management– Additional development, set-up time– Achieved additional functionality
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Payables Module
❑ Application Issue:– Unable to process invoice → payment for 4 months
❑ Resolution:– Relearn underlying financial applications– Invoice Workbench form increased from x.x.23 to x.x.123– Multiple one-off patches– Assigned development manager– Compromised on functionality
• Example: Sales Tax– Still several outstanding SRs
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Financial Reports
❑ Issue:– New data structure + New report structure– Several not functioning as expected.
• AP and PO Reconciliation• Purchase and Invoice price variance• 1099 Reports
❑ Resolution – 3-tiered approach– Oracle Customer Service Representative– Critical Account Support Team
• Assigned Critical Accounts Manager
– Prioritized Service Requests – to provide focus
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Final Timeline
Go LiveFeb 16th Extension 2Jan – FebExtension 1Nov – JanTransition
Construction
Solution PilotDesignAnalysis
Oct – Nov
Sep – Oct
Aug – SepJul – AugMay – Jul
Nov 26•Original Go Live•Critical SRs•Delay
Jan 2•Revised Go Live•Critical SRs•Delay
Feb 16•Actual Go Live
135 total SR’s on project
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Conclusions
❑ Manufacturing modules– Very stable, with cosmetic changes for the user– Well positioned for future expansion.
❑ Financial modules– Were unstable– Required relearning of applications
©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS
Q&A
❑ Marcy McCormack – SME Purchasing❑ Scott Heilmann – SME Material Control❑ Rick Gorter – SME Finance❑ David Kauffmann - IS❑ Duane Vandenberghe – Steering Committee