May 4, 2017

Migrating from E-Business Suite to Oracle Cloud Applications

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Presenters

Presenters

Rich Reid – Managing Director, CherryRoad

Steve Welch – General Manager, CherryRoad

Bob Sabo – ERP/EPM Cloud Strategic Programs Director, Oracle

Also with us:

Larry Hymson – EVP, Client Solutions, CherryRoad

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Agenda

CherryRoad EBS and Cloud Experience

Options for Migrating to the Oracle Cloud

Comparisons of EBS and Cloud Functionality

A Framework and Roadmap for Migration

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CherryRoad EBS and Cloud Experience

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CherryRoad Overview

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CherryRoad E-Business Suite Experience

CherryRoad added to our EBS qualifications with the acquisition of Strategic Information Solutions, Inc. (SIS) in July 2015

– SIS was an EBS-specific implementation firm focused on public sector ERP projects

– Over 30 EBS implementations including K-12 districts, cities, counties, state agencies, and special districts

Today, our sample client list includes:

– City of Richmond, VA

– Henrico County, VA

– Aurora Public Schools, CO

– Garland Independent Schools, TX

– Virginia Employment Commission, VA

– Orange County, NY

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ERP Cloud

EPM Cloud

HCM Cloud

EPM Cloud

HCM Cloud

HCM Cloud ERP, EPM Cloud, HCM,

BI Cloud

ERP Cloud

HCM Cloud

ERP Cloud ERP Cloud

HCM Cloud

ERP Cloud

HCM Cloud

ERP Cloud

HCM Cloud

HCM Cloud

HCM Cloud

CherryRoad Leads the Public Sector to the Oracle Cloud

ERP Cloud

HCM Cloud

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Should You Migrate to the Oracle Cloud?

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The Cloud Has Emerged

Research from Forbes and ZDNET predicts an increasing adoption of ERP public cloud applications in the next five to 10 years, leading to disruption of the traditional deployment of ERP applications.

While only 2 percent of Gartner survey respondents said they had

core ERP systems running in the cloud, almost half indicated they

planned to make the move within five years. These numbers

indicate that cloud ERP is rapidly making the transition from the early

adopter stage into the mainstream. “Gartner 2014”

According to Gartner by 2016, heavily customized on-premises ERP implementations will be viewed as legacy applications, and by 2018 some 30% of companies will have moved their ERP applications to the cloud.

A recent KPMG survey of 650 IT and business executives called

"The Cloud Takes Shape," concluded “Cloud computing has

moved beyond hype into its implementation phase”

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Implementation in the Cloud Changes the Model

Delivers standardization and higher user adoption

Enables rapid deployment and

innovation

Keeps pace with change, faster ROI, superior

technology and security

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SaaS Redefines the ERP Cost Model

No databases or database management software

No DBAs

No hardware refreshes

No datacenter

No expensive major upgrades

Visible

Underlying

On-Premise

SaaS

Savings

Annual Support Fees

Business Analysts & Developers

Annual Support Fees

HW License Support FeesDBAs

Apps

Database

Infrastructure

Annual Subscription Fees

Business Analysts & Developers

DC Staff & DC Land

Plumbing & Pipe

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SaaS Implementation Differences – Cloud vs. On-Premise Software

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Support Fees Yes No

Software Purchase Yes No

Procure Hardware Yes No

Install Hardware Yes No

Install Software Yes No

Backup & Recovery Yes No

Patches & Upgrade Application Yes No

Customization Yes No

Design Yes Yes

Data Cleansing Yes Yes

Interfacing Yes Yes

Setup & Configuration Yes Yes

Testing Yes Yes

Training Yes Yes

Security Administration Yes Yes

IT Support More Less

Annual Fee No Yes

Task / Item On-Premise Cloud

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Paths to the Oracle Cloud for EBS Customers

Re-Platform On-PremiseEBS to Cloud w/ CherryRoad

Extend On-PremiseEBS with Additive

SaaS Apps

• Taleo• EPBCS• EPRCS• …..

Migrate EBS toOracle SaaS Apps

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Move Your Platform First To CherryRoad Cloud

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Mobile

Social

AnalyticsStandard

UXPaaS Connected

Secure

Apps Marketplace &

Customer Connect

The Path to Oracle Cloud – Extend EBS or Move All In

APPLICABLE CLOUD SOLUTIONS FOR THE PUBLIC SECTOR

HCM ERP ServicePlanning

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Oracle’s Cloud Unique Features

Complete Easy Modern Personalized Secure Connected

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Oracle Cloud Services Unique Features – Easy

• Easy-to-use, intuitive interface that improves employee satisfaction, increases user adoption, and improves productivity

• Quick navigation to where ever you want to go from every page

User-centric design and single-click navigation

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Oracle Cloud Services Unique Features – Modern

• Mobile – access on any device, anywhere

• Social collaboration throughout the application

• Embedded analytics and easy to use end-user reporting

• Cutting edge, next-generation functional capabilities

Next-generation technology and capabilities

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Oracle Cloud Services Unique Features – Personalized

• Tailor user experience

• Enrich/extend and create new apps

Your Cloud your way

User Experience

Analytics

Workflows

Data Fields

Tailor User ExperienceSaaS

Enrich and Create New Apps

PaaS

Develop&

Deploy

Integration

Content, Analytics,Collaboration

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Oracle Cloud Services Unique Features – Secure

• Multi-tenant infrastructure but single tenant database

• No co-mingling of data

• Improved security

• Flexible uptake of upgrades (n – 1)

• Private branding throughout

Multi-Tenancy Model(100% Shared)

Isolated Tenancy Model (100% Isolated)

Oracle Modern CloudLegacy Multi-TenancyAll the benefits of Cloud without the risk

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Oracle Cloud Services Unique Features – Connected

• Batch integrations

• Real-time integrations

• Export any data

• Custom integrations

One standards-based integration platform

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Oracle EBS vs. Cloud ApplicationsA Comparative Assessment

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EBS vs. Oracle SaaS/Cloud Services

Mature product and technology

Complete functional footprint for public sector

Can be hosted and on-premise

Can be customized

Limited and often difficult reporting tools

Integration Interfaces are all custom processes

Full access to database and “back-end”

Requires substantial IT staff for basic support and maintenance

Not Oracle’s future direction

Newer product merging the best of EBS, PS, and JDE with better technology

Functional footprint is expanding SaaS only

No customizations but lots of configuration tools

Vastly improved ad-hoc reporting capabilities and tools

Standardized interface/integration tools and processes

Reporting access to “back-end” No traditional DBA type roles are needed;

role of IT changes from maintenance to a service organization

Oracle future direction

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EBS vs. Cloud

Oracle Cloud offers a variety of new features that are available including:

– Process Monitoring: Exceptions are proactively presented to the users and they no longer have to search for problems.

– Multi-Dimensional Reporting: Oracle Cloud Applications offer secure, self-service access to live reports based on your data. There is also embedded business intelligence within the Cloud Applications.

– Ad Hoc Queries in Excel: Using the Smart View tool from Hyperion which is built into the Oracle ERP Cloud Applications, an Excel spreadsheet to develop reports based on live data from your applications.

– Improved User Experience: Oracle ERP Cloud Applications suite looks and feels more like a typical consumer website.

– Mobile Capabilities: While access to EBS from mobile devices is now being selectively deployed by Oracle (e.g., iExpenses), Oracle Cloud is fully mobile.

– Social Capabilities: Oracle Cloud has embedded social capabilities.

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A Framework and Roadmap for Migration

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Key Considerations

Licenses and Oracle Customer 2 Cloud Program

Support and Maintenance

Implementation

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Oracle Customer 2 Cloud (C2C) License Program

Shelve active licenses and apply support fees to subscription for Cloud Applications (within same pillar) – ULAs have special conditions

Six months of support relief during transition period

Allows for safe return to on-premise licensing (no penalty) at a later date, if desired

Support repricing is waived and existing support contract price will be reduced by the support price of the licenses being terminated

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Oracle Application Support Agreements for EBS

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Implementation

No upgrade path from EBS to the Cloud

Requires a re-implementation on Cloud

Provides a chance to restructure chart of accounts and improve workflow

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The Implementation Methodology is Completely Different

% of the work completed before “kick-off”

Process adoption, not design

Pre-built interfaces, conversions, training

Users understand modern technology

Direct user access to data and business intelligence

Iterative configurationand testing process

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Implementation Roadmap & Approach – CherryRoad Approach

Conduct Assessment (1 month)

– Review EBS usage and Cloud functionality

– Finalize Cloud modules to be implemented

– Prepare plan and estimated costs for implementation

Review Licensing Considerations (1 month)

– Get demonstration of applicable Cloud solutions

– Review Oracle Customer 2 Cloud

– Determine licensing requirements on Cloud

Select Implementation Partner and Approach (2-3 months)

– RFP processes as needed

– Cloud Implementation Methodology

Migrate EBS to Cloud (9-18 months)

– Phased?

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Contracting Made Easy – NASPO ValuePoint

The Problem:

States, state agencies, cities, counties, K-12 etc. were bogged down by the procurement process

It could easily take years to make purchases, prices were all over the place, and clients were on their own to negotiate contracts

The Solution:

Multiple states banded together and formed a multi-state procurement cooperative – NASPO ValuePoint

NASPO ValuePoint provides participating entities access to high-quality solutions quickly and efficiently without having to issue an RFP

– Quicker time to purchase

– Quicker time to value

– Best value, reliable, competitively sourced contracts that offer outstanding pricing

CherryRoad is certified as a full-service Cloud Solution Provider in three Cloud areas:

SaaS

PaaS

IaaS