A Path, Package, and Promise for WebCenter Content 11g Upgrades

The Leader in Value-Add Software and Services for Oracle WebCenter

Agenda

• Fishbowl Solutions Overview

• Upgrade Misconceptions

• Impacts of Not Upgrading to Latest Version

• Customer Story: Ryan Companies

• WebCenter Content 11g Features Review

• Fishbowl’s Packaged Upgrade Offering

• Questions

About Fishbowl Solutions

Experience• Over 700 projects since founding in 1999• Oracle “Gold” Partner• Oracle “Public Sector Pillar Partner”

Expertise• Portals and Content Management• Enterprise Information Management• Business Process Automation

Customer Successes• Across verticals

Award Winning• Forrester Groundswell Award - Mobile App• Oracle Excellence Award• Enterprise 2.0 Blazer• 2009 ECM Architect of the Year

Leading InnovationsWebCenter Mobile WebCenter Portals & Intranets

SharePoint Integration Google Search Integration

Fishbowl Consulting Services

+ WebCenter ContentDocument Mgmt Records Mgmt

Digital Asset Mgmt Web Content Mgmt

Image & Process Mgmt Document Capture

Forms Recognition Content Consolidation

+ WebCenter Portal+ Employee Intranets

+ Vendor or Partner Extranets

+ Customer Portal

+ BPM (business process management)+ ERP Integrations+ Upgrades, Installations, Configuration, Performance Tuning,

Solution Design, Development, Implementation

WHY ARE WE HERE TODAY?A Path, Package, and Promise for WebCenter Content 11g Upgrades

Upgrades…like climbing a mountain

• Don’t know where to begin

• Too Daunting

• What lies ahead?

Upgrade Misconceptions

• Waiting for next version – WebCenter Content 12c

• Renew maintenance and support when upgrade is planned

• Perceived lack of features – not worth IT’s time

• Save money by eliminating support and maintenance contract

• Consecutive version upgrades required

• Back maintenance and support fees and penalties may need to be paid first

• Significantly improve end user productivity

• Giving up access to knowledgebases, training sessions, events and other resources

Misconception Reality

Impacts of Not Upgrading

• No more security updates or bug fixes• Outdated platform / browsers• Development costs• Higher TCO

– System downtime– Extended support– Professional services cost – Custom procedures, processes and enhancements

Benefits of Upgrading

• Performance

• Functional Enhancements

• Better alignment to business processes and trends

• Improved usability

• Architectural changed based on standards

• Reduced TCO

Customer Success: Ryan Companies

• Ryan Companies– Construction & Commercial Real Estate

• Business Problems– Trouble finding business documents– Eliminate multiple copies– Better searching capabilities– Consolidate databases

• Move from SQL to Oracle

• Prior Approach for Addressing Problem– Separate repositories to search

• CIFFS shares, SharePoint, Cloud storage, UCM

• Expected Business and IT Benefits– Consolidation and easier searching– Better user adoption

• With use of Oracle DIS• Enhance user experience with new custom interface

Ryan Companies – cont.

Project Details• Team

– Business Sponsor• John Leeper, CIO

– Project Manager• Mike Kohorst, Customer• Alan Mackenthun, Fishbowl

– Technical Lead• Ryan McAnnany, Customer• Jeremy Hericks, Fishbowl• Andy Weaver, Fishbowl

• Length of time to upgrade/deploy– 6 weeks

• Approximate Go-Live Date– 2/15/2013

• Number of users– Total users 600

Ryan Companies – cont.

• Best Practices and Challenges Overcome– Build out new development

environment• Test upgrade• Test conversion of custom

code• User acceptance testing

– Difficult to get them to commit

– Weekly status meetings– Consultants on site for

knowledge transfer– On time and under budget

• Future Plans /Roadmap– Enhance use of Oracle

DIS– Mobile deployment

• Fishbowl mobile app– FishbowlToGo

» Search UCM

– Enhance user experience with new custom interfaces

• Easy to use– Drag and drop– Search

WEBCENTER CONTENT 11G REVIEWA Path, Package, and Promise for WebCenter Content 11g Upgrades

10g & 11g Architecture Differences

WebCenter Content 11gContent Server running in container

(WebLogic Server)

UCM 10gClosely tied to web server

Review: WebLogic Server

• Application server for enterprise systems and services– Along with Enterprise Manager, provides a

dashboard for centralized installation, configuration, monitoring, logging, performance metrics and diagnostics

– Stop and start multiple refineries– Multi-threaded to handle greater loads– Data sources – User directories

Review: ECM Features in 11g

• Content Management Where People Work– Desktop Integration

• Oracle menus within MS Office and other apps• Profiles• Document compare• Native links

– Windows Explorer• Metadata popup• Saved searches• My workflows• My checked out content

Marketing

Sales

Legal

Finance

IT

HR

Production

WebCenter Content

Review: Records Management Features in 11g

• Business User Views & Insight– New physical records management Interface– New dashboard– Oracle BI publisher for comprehensive reports

• Enterprise Reach– Built on Fusion Middleware

and Java EE– Iron Mountain support

• Certifications– DoD 5015.2 v3 certification– Ch. 2– Ch. 4

Go-Forward Support Options

• Enterprise Content Management 10gR3– GA of May 2007– Premier Support ended in December of 2012

Extended Support Sustaining Support

• Updates, fixes and security alerts

• Tax, legal and regulatory updates

• Upgrade scripts• Technical support• Major product and technology

releases

• 10% increase year 6• 20% increase year 7• 20% increase year 8

• Technical support• Access to MetaLink• Major product and

technology releases• Pre-existing fixes

• Charged as per renewal pricing

FISHBOWL’S PACKAGED UPGRADE OFFERING

A Path, Package, and Promise for WebCenter Content 11g Upgrades

Comprehensive Upgrade Solution

Scope & Design

Post Production Support

Implementation

Architecture and system analysis

LIVE System! Issue resolution

Build & Test

Knowledge Transfer & Documentation

Project Management

Installation, configuration,

migration

User acceptance testing; activation

planning

Project closeout

Scope & Design

• Architecture Review

• Migration Path Design & Planning

– Upgrade in Place or Migration

• System Review and Analysis

• Existing Component Analysis

Build & Test

• Server Installation and Configuration

• Custom Component Upgrades

• Security Configuration

• Full-Text Search Configuration

• Inbound Refinery

• Content Migration

• System Testing and Issue Resolution

• Detailed Deployment Documentation

Implementation

• Build staging and production environments

• User Acceptance Testing• Activation Planning• Go-Live Activation

Post Production Support

• Issue Resolution– Performance – Functionality

Knowledge Transfer & Documentation

• Detailed Documentation• Knowledge Transfer

– WebLogic Server Admin Training• Project Closeout• Celebrate!

Project Management

• Status Reporting

• Scheduling

• Track Milestones

• Issues Tracking

• Issue resolution

Customer Success: Real Estate Investment Company

Customer Profile: • One of the largest owners and managers of commercial real

estate in the United States • Core businesses include New York Office and Retail Properties;

Washington, DC Office Properties; and, Retail Properties in the northeast states, California and Puerto Rico

Business Drivers : • Development environment was out of date• Wanted to move off legacy imaging system• Improve user productivity with Desktop Integration Suite

Solution Summary: • Upgrade two existing Oracle UCM 10g Servers to 11g• Integrate with Active Directory• Configure File Store Provider• Install Oracle Imaging Application server• Validate existing Kofax (document capture) integration

WHAT IS YOUR TIMEFRAME TO UPGRADE TO 11G?

Poll Question

PACKAGE OFFERA Path, Package, and Promise for WebCenter Content 11g Upgrades

Comprehensive, Affordable Package

*$29,995• Install 1 instance in 3 environments• Upgrade standard and custom

components• Assumes upgrading without additional

feature development• Includes Fishbowl Content Migrator

Submit Fishbowl Upgrade QuestionnaireContact:

• sales@fishbowlsolutions.com• 952-465-3400

Offer valid until June 30, 2013

*Price dependent on Fishbowl approved Upgrade Questionnaire

Fishbowl Promise

• Expert analysis

• Optimal strategy

• Performance suggestions

• Customization continuance

• Detailed documentation

• Shared knowledge

• Go-Forward, Go-To partner

Why Fishbowl Solutions?

•Proven WebCenter Experience• 13+ years implementing, customizing, and supporting WebCenter

• Oracle WebCenter Content & Portal specialized

•Holistic Consulting Approach to WebCenter Projects• Further leverage WebCenter as infrastructure

• Realize short-terms wins while ensuring long-term success

•Numerous Upgrade Successes• Content, Imaging, Records Management

• Establish foundation to further leverage WebCenter investment

Questions?

Now Available from Fishbowl Solutions

• Access WebCenter Content from your iPhone or iPad• Search & View Content• Add Favorites• Review Workflow• Check-in

• Download Free on iTunes• Search “Fishbowl Solutions”• Coming Soon for Android

Stay Connected

twitter: @FishbowlE20

facebook: facebook.com/fishbowlsolutions

linkedIn: join our groups webcenter content & webcenter portal

web: fishbowlsolutions.com email: sales@fishbowlsolutions.com

phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com

APPENDIX

Why Upgrades are Delayed

• Version upgrades impact customizations

• Change the business process to fit the software

• Thin features

• Assumed – high license cost

• Complexities – middleware layer

Version Upgrade Comparison

Company A Company B Company D

Time Frame for Upgrade 2 years 3 years 5 years

Customization (1=low, 5=high)

2 3 4

Impact on Support Cost

Upgrade Project Time Frame 60 days 120 days 150 Days

Downtime required 24 hours 48 hours 96 hours

Stabilization 21 days 30 days 60 days

Impact on Support Cost- post upgrade

Solution usability after upgrade

Major Increase Moderate Increase No ChangeModerate Decrease Major Decrease Source: Yankee Group

Review: Document Imaging Features in 11g

• Leverage Oracle Technology Stack– Built on Fusion Middleware and Java EE– Leverage BPEL for process automation– Enterprise Manager, Installer, Security

• Open and Extensible– Comprehensive web services APIs– Application Integrations with E-Business Suite,

PeopleSoft, JD Edwards– Hot-pluggable, flexible deployments

• Migration from 10g to 11g– Reuse existing 10g file stores and processes

Customer Success: Health Insurance Provider

Customer Profile: • One of the largest, nonprofit health plan providers in the Midwest• Over 2.7 million members across the world• Service center handles more than 3.4 million calls per year

Business Drivers : • Integrate with HP Exstream – customer communication management

system• Implement go-forward repository for company’s Portal applications• TBD

Solution Summary: • Installed WebCenter Content in 4 environments• Migrated all content from 10g to 11g• Connected API’s for performing check-in for files exported from HP-

Exstream• Validated Content Integration Suite link between portal system and 11g