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E1 Upgrade Strategy DiscussionMatt Vanderkooy

We build relationships.(And amazing technical solutions)

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It all starts with strategy.

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Survey

1 2 3 49.2 9.1 9.0 8.x

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If on 9.2, staying “current” with Oracle Feature Packs and Tools Releases?

If not, why not upgrade? Can you make a business case for it?

Staying Current

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Why upgrade now?

W hatever it costs, you

just bought 5-10 years

if you m ove off o f E1

- the m arket w ill be

m ore m ature and

you w ill have a better

idea w here to go

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Adoption Curve Slide

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Business Case and Benefits

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System InsightsUser Experieince

Upgrade Benefits

Future-proof the system

ReduceCustomizations

Object Tracker ToolsUDO Functionality

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Optimize the E1 Platform

Use an Upgrade to ensure system is running optimally

MODULES TECHNOLOGY PROCESSES

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If you add no new functionality - why upgrade?B e c a u s e . . .o p t im iz e

Cost of ownership

Infrastructure, Platform, ApplicationLicensing, support, maintenance

User experienceEliminate customization

Free enhancements in

the tools

Regulatory Wish list

Leverage watchlists, notifications, mobile tech

Make their lives easier and more efficient

New functionality only available in latest release but critical for compliance

Can you? How would you know?Do you have a catalog of customizations

Do you know your end users wish list?

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Developing Business benefits

Understand Why

What are the objectives?

How to execute

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Planning Considerations

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Things to think about...

Installation

Retrofitting

Integrations

Testing

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Installation

Right size hardware, choose the best DB/platform for

supportability, other integrations

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Retrofitting

Figure out whatUnderstand scope

PrioritizeDo

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Integrations

Where does data go in/out of E1?

Is there a better way to do it (Orchestrator)

Change the pointers to reflect new system

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Testing

are your business processes documented? ranked by importance to

business?do you know what to

test?do you know how to test

it?do you have test scripts to match or is it ad hoc?

is there a chance to automate any of this?

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Strategic Alignment

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Strategic Performance

01 Situation Today

A s it re la te d to c o rp o ra te

M is s io n , v is io n , v a lu e s

S tra te g ic F o c u s A re a s

02Objectives

W h a t m u s t w e d o to im p le m e n t

s tra te g y fro m th e fo llo w in g

p e rs p e c tiv e s ?

• F in a n c ia l

• C u s to m e r

• In te rn a l P ro c e s s

• O rg . C a p a c ity

03 Strategy Map

C a u s e -a n d -e ffe c t c o n n e c tio n

b e tw e e n o b je c tiv e s a n d

p e rs p e c tiv e la y e rs

04Actions & Measures

Id e n tify m e a s u re m e n ts a n d

ta rg e ts fo r e a c h o b je c tiv e

05Strategic Initiatives

R o a d m a p o f a c tiv it ie s

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Strategic Perspectives

Financial Perspective

Internal Process PerspectiveCustomer Perspective

Organizational Capacity Perspective

Mission & Vision

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Stack the Perspectives

O rganizational C apacity

In ternal P rocesses

FinancialC ustom er

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Objective Brainstorming

Reduce Costs Increase Revenue

Increase awareness in industry

Improve Customer Experience

Increase Knowledge sharing

Improve Internal Efficiency

Increase Expertise

Upgrade Technology

Optimize Resources

Financial

Customer

Internal Process

Org Capacity

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Strategic Map

Reduce Costs Increase Revenue

Increase awareness in industry

Improve Customer Experience

Increase Knowledge sharing

Improve Internal Efficiency

Increase Expertise

Upgrade Technology

Optimize Resources

Financial

Customer

Internal Process

Org Capacity

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Action Items & MeasurementsTa c t ic a l E le m e n ts

U p g r a d e Te c h n o lo g y

Objective Action Items1 . U p g r a d e S o f tw a r e

2 . E n a b le U X C o m p o n e n ts

Measures1 . O n - t im e , o n - b u d g e t p r o je c t

2 . A d o p t io n o f n e w te c h n o lo g y

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Strategic RoadmapSTART

O BJEC TIVE #1• Action Item s• M easures

O BJEC TIVE #2• Action Item s• M easures

O BJEC TIVE #3• Action Item s• M easures

END

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