Transcript Internal NR Discussion and Strategy ppt

Customer Perspectives
Suhail Maqsood
Rysigo Technologies Corp
Author – “The Complete Oracle Projects Reference Manual”
Summer 2011
Rysigo Technologies Corp
WHAT WE DO
Rysigo Technologies Corp. provides Collaborative Work Management
software and services.
STRATEGIC CONSULTING SERVICES
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Business and Finance Transformation
Management Consulting
ERP, CRM and Analytics Reporting
Applications Management
PRODUCTS
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Collaborative Proposal Management
Collaborative Risk Management
Risk Management for Oracle Projects
INDUSTRIES
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Engineering and Construction
Professional Services
Energy and Utilities
Hi Tech / IT
Transportation
Oracle EBS, CRM, Primavera, OBIEE
Global Deployments, Shared Service Centers
Global Program Offices™
Project Centric Organizations
70 years of collective experience designing, building and implementing
many of the Oracle Application is use today.
Basic Upgrade Components
Technology
Prerequisites
• Operating System
• Database
4 Weeks
EBS
Upgrade
• Pre Upgrade Steps
• Upgrade
• Post Upgrade
3 Weeks
“Upgrade DB then Upgrade EBS”
< 7 Weeks
Basic Upgrade Components and…..Customizations
EBS
Upgrade
Technology
Prerequisites
• Operating System
• Database
• DB Custom Objects
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Pre Upgrade Steps
Upgrade
Post Upgrade
Custom Reports
Custom Forms and Apps
• New Security Model
• BI Publisher Reports
Security Considerations
Architecture changed to support users accessing more than
ONE operating Unit form a single responsibility.
• No longer using Set_Client_Info(Org_Id).
• Multi-org views have been removed, and replaced with synonyms.
• A virtual private database (VPD) policy assigned to the synonym.
• Defined VPD policies is viewable in the data dictionary view
DBA_POLICIES
• Policies associate a function with an object, and when the object is
accessed, this function can return additional restrictions on the
object to restrict the data returned
Additional Security Considerations
Comments
Security Based upon
Project Status
Additional layer on top of role based security
Functions accessible to the Project role can be
further
controlled based on project status
Enterprise Vs Secured
Secured Projects accessed by designated roles.
Enterprise Projects accessible by a user with Project List
or
Project Search security functions can find and view
project.
What they see is controlled by the menu Project Guest
Role
Project Workbench
Tabs Controlled by Menu Structure associated to Project
Security for Financial Plans Secure by Plan Class and Plan Type
Security for Control Item
Types (Change
Documents)
Which project type and who can create this type of
change
Document
Security for Project
Reporting
Reporting Pack - Distribution of reports through email
determined by roles granted on reporting pack definition.
Basic Upgrade Components and…..Customizations
EBS
Upgrade
Technology
Prerequisites
• Operating System
• Database
• DB Custom Objects
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•
Pre Upgrade Steps
Upgrade
Post Upgrade
Custom Reports
Custom Forms and Apps
Migrate to New Projects
Functionality
Planning Considerations
Approach
Comments
Identify Core HR,
Financials and Project
REQUIRED steps
This forms the core ERP upgrade and should be the focus of
the initial upgrade.
Deploy using
standard waterfall
approach.
Identify optional but
STRATEGICALLY
important
features/products to
deploy.
Deploy via iterative
pilot cycles – even
post go live.
Training and
Adoption
Consider the following core areas:
• Oracle Tutor / UPK for training/documentation
• Oracle Applications Integration Architecture
FOUNDATION (is currently using Primavera)
Consider the following iterations:
• Project Performance Reporting and Exceptions Mgt
• PPR is the foundational reporting model that all
custom reports should leverage
• Leverage Project Mgr’s reporting pack MODEL
for additional reporting packs.
• HTML Budgeting and Forecasting
• Supplier Payment Mgt Workbench – Key for E&C
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Training focused on process AND module given
extensive functionality now in HTML
Project Status Inquiry versus Project Performance Reporting
Feature
PSI
Project Performance
Calendars
One calendar (PA or GL)
PA, GL and Enterprise
Currency
Only functional
Upto five
Period types
Total, ITD, PTD, PP,YTD
Total, ITD, PTD, YTD, QTD
Periodic data
Only for current reporting period
All periods
Budgetary controls Supported
Not Supported
Resource Views
Using resource list – only 2 levels
Using RBS – multi-level
Seeded Measures
40 (120)*
160 (418)
Display measures
30
all
Comparisons
Actual vs. Approved Budget vs.
Primary Forecast
Actuals vs. Budgets – 2 plan types vs
any approved forecasts
Drill-downs
Summary to transaction screens
Resource summary to transactions
Summary to day level transactions
No drill-down from resource summary
Custom measures
Up to 30 numeric (includes ITD,
YTD, PTD, PP, Total) and 3 text
SQL based formula– not flexible
Up to 60 numeric (excludes ITD, PTD,
Total)
SQL and PL/SQL based formula –
flexible
Implementation Tips and Techniques
 Implementing PPR introduces additional technologies that
a customer needs to be able to understand and support:
• Tech Stack – PMV (Performance Management Viewer)
 The initial load programs may take a significant time and
system resources to complete (based on the data volume).
• Plan accordingly for this - DBA Time!
• Duration 1st iteration ~ 2 weeks
Subsequent features (e.g. Reporting Pack) depend upon this!
Planning Considerations
Approach
Comments
Identify Core HR,
Financials and Project
REQUIRED steps
This forms the core ERP upgrade and should be the focus of
the initial upgrade.
Deploy using
standard waterfall
approach.
Identify optional but
STRATEGICALLY
important
features/products to
deploy.
Deploy via iterative
pilot cycles – even
post go live.
Training and
Adoption
Consider the following core areas:
• Oracle Tutor / UPK for training/documentation
• Oracle Applications Integration Architecture
FOUNDATION (is currently using Primavera)
Consider the following iterations:
• Project Performance Reporting and Exceptions Mgt
• PPR is the foundational reporting model that all
custom reports should leverage
• Leverage Project Mgr’s reporting pack MODEL for
additional reporting packs.
• HTML Budgeting and Forecasting
• Supplier Payment Mgt Workbench – Key for E&C
•
Training focused on process AND module given
extensive functionality now in HTML
Top 5 Upgrade Considerations
Comments
Hardware planning
1. Evaluate Hardware Topology and Licensing
Requirements
Ensure adequate disk space
for pre and post upgrade
steps
1. Some steps may take produce thousands of report
pages!
Leverage “Social media”
training tools for quick
feedback
1.
2.
3.
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Enable new functionality
post upgrade
1. Deploying new functionality prior to upgrade is
another item to upgrade!
Ensure latest ATG patches
applied
Leverage ATG components on HTML functionality –
e.g:
1. Replicating /row/who concept on common
pages
2. Evaluate new security profiles
3. Educate team on “About Us” page contents
Viewlets / Screen Cams
Recorded WebEx sessions
Rysigo “Cheatsheets”
Wiki’s
Thank You
Suhail Maqsood, Chief Operating Officer
Rysigo Technologies Corp.
[email protected]
Join us for an intimate Upgrade Coffee Talk
Wednesday 9:00am
The Peabody Hotel
Tower 2, Business Suite 21111