speedup your data conversion process while ensuring quality with a pre-configured data conversion...
TRANSCRIPT
A collaboration between:
• Headquarters: Denver, CO
• Products & Services: Oil & Natural Gas exploration and production
• Major Areas of Eagle Ford, Williston Basin
Operations: & Midland Basin
• Enterprise Value*: ~$5.0 billion
• Employees: ~900
• Solution: SAP ERP w/ IS Oil (FICO, FA, PRA, JVA, & PS) & SAP Data Services
*As of August 12, 2015
Overview
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• Transition P2 Excalibur System to SAP ERP with IS Oil plus the implementation of Quorum Land, WellMaster, & the integration of 30+ applications.
• Started the SAP Implementation project in April 2013.
Project Start
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Realization Support
Blueprint Realization Support
Initial Plan
Extend Blueprint
Prep FinalPrep
FinalPrep
BlueprintPrep
• After completing an 8 month design and blueprint, SM Energy received an updated plan from their integrator to complete the project.
Project Adjustment
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Blueprint Realization SupportSI’s Updated Plan
FinalPrep
Prep
• SM Energy asked Akili for a project review and recommendation to ensure delivery success by January 2015.
• The outcome of the recommendations was for Akili to provide Project Management Leadership, to complete the Data Conversion, and to provide some individual consultants to augment the team.
Project Review
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• Akili’s recommendation:
– Adjust the plan for a more agile implementation approach which leverages the release of high value functionality first.
– Connect the configuration, the development, the data conversion, and the test scenarios to ensure each Release drives business value.
– Continually evaluate the project scope based upon actual results using customer converted data in the testing.
Project Review & Recommendation
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Project Methodology
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Blueprint Realization SupportSI’s Updated Plan
Detailed Design Build Test
Releases
Detailed Design
Build
TestLessons Learned
Blueprint SupportAkili’s Plan
Requirements
Requirements
Requirements
Prep
Prep
FinalPrep
FinalPrep
Release 1
Release 2
Release 3
Release 4
• The traditional approach to work streams during realization.
• Iterative approach to an integrated work plan for realization
Project Methodology
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Realization
Functional Activity
Test
Release 1
Technical Activity
Data Activity
Functional Activity
TestTechnical Activity
Data Activity
Release N
Functional Activity
TestTechnical Activity
Data Activity
Issue: Upstream Oil & Gas is different from many industries in that key processes such as Revenue and JIB are run in monthly batch cycles. As a result it is very difficult to fix issues with data on a transaction by transaction level in the normal business cycle. Accurate master data is critical!
Resolution: Testing is only valid on business processes in which the business test is being completed on converted data from the source systems.
Data Conversion in Oil & Gas
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Iterative Approach to Data Conversion
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Release 1 –Baseline
• Baseline the process
• Process a small set of data
• Core Conversions only
• Validating the environment & core process
• No data validation
Release 2 –Assess the Data
• Assess the Data Quality
• Complete all high priority conversions
• Assess Data Quality
• Confirm conversion mapping and rules
Release 3 –Test 1
• Full data load –Ready for System Testing
• All Conversions Complete
• Validate load plan
• Identify data issues
Release 4 –Test n
• Final validation
• No new conversions
• Final data cleanup
• Repeat cycle until target data quality achieved
Cutover
• Cutover controls in place
• All data validations in place
Over 70 pre built SAP Load Objects are delivered in our pre-configured solution
Pre-Configured Migration Content
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AKILI DATA
MIGRATION
SAP Data Services
• Well Data• Delivery Networks• Division Order
• Business Associates• Joint Operating Agreements• WBS Elements
Data Conversion
• Initial baseline data load started within 60 days
• Identified additional business scenarios not identified in the blueprint that needed to be addressed
• Met Go Live requirement of January 2015
• Converted 98% of all data
– Remaining 2% was the combination of unnecessary records and incomplete records that need further research
Business
• By the first close on SAP, SM Energy was able to decrease closing timeline from 13 days to 7 days with a higher level of accuracy.
Outcomes
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• Start data conversion and cleansing as early as possible in the project
• Controls must be included in each data conversion test.
• It will take several (3-5) iterations of data conversion for functional tests to ensure a high level of data accuracy at Go-Live.
• All functional testing must be done on converted data from the source systems.
Lessons Learned
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Q&A
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Dean Lutey, SM Energy
[email protected]/pub/dean-lutey/35/94/4a1
Alan Boyer, VP of Delivery
[email protected]/pub/alan-boyer/0/93/a9