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Customer Perspectives
Suhail MaqsoodRysigo Technologies Corp
Author – “The Complete Oracle Projects Reference Manual” Summer 2011
Rysigo Technologies CorpWHAT WE DO
Rysigo Technologies Corp. provides Collaborative Work Management software and services.
STRATEGIC CONSULTING SERVICES
Business and Finance Transformation Management Consulting ERP, CRM and Analytics Reporting Applications Management
INDUSTRIES
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
PRODUCTS
Collaborative Proposal Management Collaborative Risk Management Risk Management for Oracle Projects
70 years of collective experience designing, building and implementing
many of the Oracle Application is use today.
Basic Upgrade Components
TechnologyPrerequisites
EBS Upgrade
• Operating System• Database
• Pre Upgrade Steps• Upgrade• Post Upgrade
4 Weeks 3 Weeks< 7 Weeks
“Upgrade DB then Upgrade EBS”
Basic Upgrade Components and…..Customizations
TechnologyPrerequisites
EBS Upgrade
• Operating System• Database• DB Custom Objects
• 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 securityFunctions accessible to the Project role can be
furthercontrolled based on project status
Enterprise Vs Secured Secured Projects accessed by designated roles.Enterprise Projects accessible by a user with Project List
orProject 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 emaildetermined by roles granted on reporting pack definition.Project Status Reporting – Access Lists
Basic Upgrade Components and…..Customizations
TechnologyPrerequisites
EBS Upgrade
• Operating System• Database• DB Custom Objects
• 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
Deploy using standard waterfall approach.
This forms the core ERP upgrade and should be the focus of the initial upgrade.
Consider the following core areas:• Oracle Tutor / UPK for training/documentation• Oracle Applications Integration Architecture
FOUNDATION (is currently using Primavera)
Identify optional but STRATEGICALLY important features/products to deploy.
Deploy via iterative pilot cycles – even post go live.
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 and Adoption
• 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
Deploy using standard waterfall approach.
This forms the core ERP upgrade and should be the focus of the initial upgrade.
Consider the following core areas:• Oracle Tutor / UPK for training/documentation• Oracle Applications Integration Architecture
FOUNDATION (is currently using Primavera)
Identify optional but STRATEGICALLY important features/products to deploy.
Deploy via iterative pilot cycles – even post go live.
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 and Adoption
• 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. Viewlets / Screen Cams2. Recorded WebEx sessions3. Rysigo “Cheatsheets”4. Wiki’s
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
pages2. Evaluate new security profiles3. Educate team on “About Us” page contents
Thank You
Suhail Maqsood, Chief Operating Officer
Rysigo Technologies Corp.
Join us for an intimate Upgrade Coffee Talk
Wednesday 9:00am
The Peabody Hotel
Tower 2, Business Suite 21111