Oracle eBusiness – R12 Upgrade Value Propositions

Why HCL for R12 Upgrade?

Proven Framework and Methodology

Solution Assets – Accelerators & Tool Kits

Strong Upgrade Experience

Dedicated Capability Leaders for Specialized Tracks

Strategic Partnership with Oracle

Expertise across lifecycle

HCL for R12

Upgrade

35+ R12 Engagements

400+ Upgrade Experienced Consultants

Strong Customer Reference

Minimized Business Impact with smooth

cutover

Upgrade Specialist DBAs for Minimum

Downtime

Leadership Position in R12 Engagements

R12 Engagement types

Propositions & differentiators

Transformational projects such as BPR / BPM to R12 Blue printing

R12 Assessments services with R12 upgrade approach backed with objective decision process and business benefits.

Custom build R12 upgrade methodology with a upgrade mixed with Implementation approach towards faster upgrade cycle and fitment of business process changes.

Minimum business impact with an optimized down time Multi pass upgrade methodology for a risk free upgrade

Strong Track record - Successfully delivered 150+ Upgrade/Implementations projects globally including 35+ R12 engagements

Upgrade CoE to with assets and knowledge base to support Projects

Mature global relationship with Oracle – Global SI, Platinum Partner

Use of proprietary tools and methodologies to reduce development / deployment effort and time-to-market

Representative Oracle R12 engagements clientele

Proven Framework & Methodology

Proven Framework & Methodology

AssessProTM – Upgrade Assessment Methodology

Recommendations Re-Implementation / Stay Put / Upgrade

Solution Assets – Accelerators & Toolkits

Solution AssetsAccelerators & Toolkits

R12 Upgrade Center

R12 Upgrade – Tools and Accelerators - BenefitsTool/ Accelerator

Description Benefits - Non Quantified Benefits - Quantified

Strategy Templates

A repository of re-usable templates that would help in planning and execution of different stages of the upgrade cycle including Assessment, Retrofitment, Testing, Training and Cutover phases.

1. Helps to accelerate the timeline for phases, provide best practices, and reduce risk in the overall delivery2. Ready to use templates for different stages of project cycle from Kick-Off to production Cutover3. Flexible for any complexity , size and duration of the project

Helps to reduce overall project management timelines by 10-20%

Pre-Built Project Plan

A pre-built plan from Project initiation to closure covering all key phases like Planning, Assessment, Retrofit & Build, Testing & Training, Production cutover & Go-Live and Production Support. The plan includes key milestones and deliverables for each phase

1. Covers all stages for project from Planning to cutover2. Flexible to align to different sizes/ natures of upgrades3. Includes Technical, Functional and DB Activities

Saves 20-25% of time in the Project Planning phase

AssessPro® AssessPro® is HCL proprietary methodology which will provide an opportunity to do a check the current eBusiness deployment, map it to its future R12 upgrade requirements and define an upgrade strategy which will be in alignment with the long term application strategy. The methodology has four phases - Discover, Assess, Envision and Recommend.

1. Process Analysis of Functional areas and identification of impact points in R122. Technology analysis - Helps to determine Reimplementation vs. Upgrade3. Helps to create a project charter for upgrade4. Financial Model Assessment - Helps in detailed scoping/ timeline

Helps to ensure 100% coverage on Functional, Technical, DBA and Project areas of the environment

Tool/ Accelerator

Description Benefits - Non Quantified Benefits - Quantified

COMIT® - CEMLI Assessment

COMIT® is a unique tool which offers a method for quick migration of Custom Objects to Higher versions of Oracle Applications with Minimal cost and time The COMIT® Tool will address all the upgrade issues related to upgrade of the following custom Oracle Object types

1. Easy Installation/ De-Installation of tool.2. Deployable in Linux/ Unix platforms 2. Non-invasive tool that does not affect the current environment3. Impact Analysis of ‘would be’ affected components as a result of upgrade4. Determines Complexity of Retrofitment

Helps to reduce Retrofitment cycle by about 50-60%

Change Repository – 11i vs. R12

Exhaustive information on both Technical and Functional design changes between Oracle 11i and R12.

1. Includes both Technical and Functional changes between 11i vs. R122. Repository includes mapping information for multiple modules including Financials, Order Management, Purchasing, Manufacturing and CRM

Reduces Retrofitment time by 50%

Testlink – R12 Seeded Test scripts

A set of seeded Oracle test scripts for different modules in R12 that could be executed after an environment is upgraded. These tests would prelude testing of customizations in the upgraded environment.

1. Ready to use test scripts for standard Oracle functionality in Financials, Order Management, Purchasing, Manufacturing and CRM Modules2. Helps to accelerate the test cycle3. Covers all key functional areas to ensure a smooth go-live

Helps to save 50% of testing preparation time in a seeded environment

iLoad® – Data Migration

iLoad® is a tool for data conversion which leverages HCL’s data load templates to load data onto the customer environment.

1. Covers plenty of data conversion for multiple modules including Financials, Order Management, Purchasing, CRM and Manufacturing2. Deployable in both Unix/ Linux Platforms

The tool would reduce the lead time in data migration by 60-75%

R12 Upgrade – Tools and Accelerators - Benefits

Upgrade Tool – COMIT (Custom Object Migration Tool)Cu

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Discover, Analyse and Migrate customizations to R12

Customization Discoverer

• Identifies customization

Impact Analyzer

• Analyzes impact of migration

Object Migration

• Migrates object to higher version

Customization Discoverer

• Features – Based on directory set and the string value entered, identifies all the custom objects– For searching all the directories in APP_TOP, the directory and string value is left empty

R12 Upgrade Pain points In ideal scenario, all custom objects follow naming convention and in custom top directories. In few cases, for objects undocumented and lying scattered, taking an inventory of the custom

objects lists is painstakingly long process

Benefits Taking an asset of all custom objects(.sql, .pls, .pks, .pkb, .rdf, .fmb) is simple (takes

< 15 mins for site level) Flexibility in terms of search. Search specifically for reports or SQL files or only

form objects.

Impact Analyzer• R12 Upgrade Pain points

– Technical complexity involved in custom upgrade is hard to estimate, unless otherwise he or she is R12 expert

– For a R12 data model specialist, analysis and review of efforts involved for each object is a painstakingly tedious tasks

Impact Analyzer Features With built-in data model mapping between 11i and R12, reviews and analyzes all the scripts (sql,

pls, plb, xml, txt files) as well as 6i Forms and Reports Objects are classified as High, Medium and Easy complexity based on the number of changes

required. Impact Analyzer Benefits

Complexity estimation helps with efforts estimation for custom technical objects 11i to R12 upgrade

Multiple objects can be chosen ad-hoc Impact analysis can be done in existing 11i instance Reduction in Analysis phase of the technical upgrade by almost 80% (of usual time)

iLoad - Intelligent Data Loader

Feat

ures

Fixes the data file layout of the various conversions.Enables upload of legacy data from desktop to Oracle data model through the single stop GUI.Performs mandatory validations.Flexibility for the technical consultant to add validations – customer specific.Upload data to Oracle through GUI.

Solution Lab

What does this mean for our Clients?

Solution Visioning using Vision instances from HCL Solution Lab across Oracle products

Visibility to functionality and features being addressed in future releases

Stay update to date on Oracle Technology stack including Fusion Middleware, ADF framework, etc

The lab hosts 35 solutions for demo purposes to clients; adding around 4-5 solutions every year

Facilitates innovation, client workshops and solution visioning exercises – around 25 events so far

Promote collaboration between HCL and Oracle executive leadership, technologists, and product development personnel

Link HCL Delivery Centers, Technology Labs and Centers of Excellence with Oracle’s R&D teams

Bring new technologies, products and Oracle developments into HCL and create a skill base

HCL has established the HCL Innovation Center for Oracle. The center is a one of it’s kind center developing Extended Business Solutions & Platform BPO Offerings

Recognition & Voice of Customer

Award from NCR for successful upgrade of one of the most

complex systems

Recognition

R12 Upgrade – Case Studies

Customer Headquarters Industry Countries Duration Modules No. of Users

Total CEMLI

ImpactCEMLI

Size of Database

Test Cycles

Peak Strength

NCR Georgia, USA Hi Tech 31 countries - Americas, APAC, Europe

1 Year Financials, Order Management, Purchasing, CRM, Manufacturing,

150000 27000 4000 8 TB 4 16 Onsite60 Offshore

Sapient Boston, USA Hi Tech USA, Canada, Germany, UK, Switzerland, India, Hong Kong, Singapore

10 Months Financials HRMS Projects Purchasing, I Procurement

10000 8000 2500 940 GB 5 5 Onsite 12 Near-shore32 Offshore

BMMI Bahrain Logistics Bahrain, Qatar, Africa

9 Months Financials Order ManagementPurchasingWMS, HRMS

200 450 200 600 GB 3 9 Onsite 8 Offshore

Bank Muscat

Muscat, Oman Banking Oman 10 Months Financials Order ManagementPurchasingHRMS, Projects

3000 3500 700 1 TB 3 9 Onsite 5 Offshore

Itron Washington, USA

Manufacturing North America, Canada, Australia, Mexico, Europe

10 Months Financials i-ExpensesOrder ManagementProjects, CRM

300 220 150 1 TB 3 6 Onsite10 Offshore

R12 Upgrade Customers - Summary

An R12 Upgrade Case Study

Industry: Hi Tech Headquarters: Georgia, USA

Location : Americas, Europe, APAC

Modules: - 36 modules covering• Record to Reporting• Order to Cash• Procure to Pay• Manufacturing• Contracts for Service

Fortune 500 provider of technology solutions

CLIENT

A global technology company whose

assisted and self-service solutions and

comprehensive support services address

the needs of retail, financial, travel,

healthcare, hospitality, public sector and

gaming organizations in more than 100

countries.

OBJECTIVES

Reduce operational cost

Leverage the enhanced functionalities offered by Oracle R12

Improve business process performance

Increase data or decision quality

Increase process compliance

Gear up for business growth

THE SOLUTION

HCL’s SMART Methodology 12 Months Duration Peak strength of 16 Onsite and 60 at

offshore 4 Test Cycles 15 Practice Upgrades State of art Oracle SPARC T4 architecture Co-Location with Customer for key phases

UPGRADE CHALLENGES

Global Big Bang approach for 31 countries across Americas, Europe and Asia

27000 CEMLI Objects

15000 Global users

70 Bolt-ons/ Integrations

Minimum upgrade downtime

8 Terabytes of Data

CUSTOMER SPEAK

HCL was awarded ‘Delivery Excellence Award’ for the Project

Our suppliers are critical partners that help NCR every day around the world meet the needs of our customers, drive operational excellence and deliver innovative, cost-effective solutions for our diverse group of stakeholders. This select group of recognized suppliers demonstrates leadership and innovation in areas that are crucial to keeping our business moving forward. They bring unique ideas that continue to raise the bar and redefine the value of partnership in order to truly drive a next-in-class organization

Senior Vice President, Global Operations

An R12 Upgrade Case Study

Industry: Manufacturing Headquarters: Washington, USA

Location : North America, Canada, Australia, Mexico, Europe

Modules• Financials• i-Expenses• Projects• CRM• Manufacturing

Provider of solid-state meters & automated meter reading technology

CLIENT

Provider of solid-state meters and

automated meter reading technology to

enterprise-wide software platforms and

real-time analytic applications for energy

and water providers around the world;

OBJECTIVES

Design a new global finance structure – COA Redesign and Improve Corporate Finance Technology Platform

Implementing changes to retained earnings and Cumulative translation adjustment accounts

Address unique Revenue recognition policy

Implementation of Oracle Manufacturing for a chosen site by enabling the functionality in R12.

THE SOLUTION

Chart of Accounts Redesign and Implementation of new Chart of Accounts design by leveraging R12 features

Implemented Oracle Manufacturing modules along with Advanced Supply Chain Planning and Mobile Supply Chain Applications

Built Integrations: Oracle Manufacturing with Custom Forecasting system, Oracle Receivables with Vertex Tax Application.

CUSTOMER SPEAK

Thank you for your contributions and support to our Oracle R12 Project. Today Itron began operations in Oracle R12 with a new Chart of Accounts. This is a great achievement that was possible due to much effort and teamwork. We appreciate the partnership of the HCL team, both onsite and off-shore, to ensure this milestone and our success” - IT Program Manager

UPGRADE CHALLENGES

• Changes to Chart of Accounts

• Downtime for Upgrade Cutover activities

• Use Oracle standard functionality without reimplementation to achieve COA objective

• Implementing changes to retained earnings and Cumulative translation adjustment accounts

Provider of Retail , Investment Banking and Asset Management Services

CLIENT

A leading financial services provider in

Oman with assets worth over USD 18

billion, with a strong presence in Corporate

Banking, Retail Banking, Investment

Banking, Treasury, Private Banking and

Asset Management.

OBJECTIVES

Redesign Performance Appraisal process and Time Capturing and Processing workflows

Use Oracle standard functionality for all other modules without reimplementation to achieve COA objective

Implementing changes to retained earnings and Cumulative translation adjustment accounts

Make system ready for Implementation and integration of 12 new oracle modules post upgrade

THE SOLUTION

Redesign of processes, assessment of new functionalities and refinement of processes happened in parallel with the technical upgrade

Rollout of HRMS and Payroll solution to 2 new countries

To test integrations with third party applications, System Integration testing was given due importance

BUSINESS BENEFITS

Upgraded applications and database along with redesign and refinement of Business process

Extension of Payroll Solution to the newly created business groups.

Redesigned and streamlined Time and Attendance Module to capture the attendance data more effectively

New Reports designed which have made reporting more effective

Industry: Banking Headquarters: Muscat, Oman

Location : Middle East

Modules: -• Financials• Order to Cash• Procure to Pay• HRMS (OTL, iLearning, Payroll)• Projects

UPGRADE CHALLENGES

Integration with 3rd Party Applications

Incorporation of new functionalities involved redesign of business processes

Payroll Rollout – Involved retrofitting about 3000 HR and Payroll customizations

Custom Profile pages were setup to manage security and access across different business groups.

An R12 Upgrade Case Study

Thanks

Backup

Why R12?

• Release 12 has brought major architectural improvements to the Financials products that allow you to build consistent, centrally managed financial structures.

Centralize and Standardize

• Release 12 will provide advanced database capabilities, newer extensions, personalization, and improved security for enterprise applications which will also help in better and improved integration to other oracle products like Demantra and OBIEE.

Build a Foundation for the Future

• Release 12 will provide advanced database capabilities, newer extensions, personalization, and improved security for enterprise applications

Improved Architecture

• Release 12 comes with a wealth of productivity improvements including dashboards, checklists and wizards, that save time and streamline workflows.

Work Smarter

• Existing business using R12 can reduce business risk by migrating to the latest release which would be supported by Oracle.

Reduced Business Risk

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

Multi - Org Access Ability to access information of Multiple OU

from Single responsibility Flexibility in submitting the reports

Setup and Master maintenance can be executed from single responsibility which will reduce the maintenance.

MIS reports for all OU can be executed from single responsibility which saves time during period close.

Up to 5%

5% - 15%

Master Data Enhanced TCA architecture Forms are replaced by OAF Pages Shared Service Centers

Reduced effort in maintaining the master data as it is centralized

15% to 20%

User Management Role based user Management Enhanced User access controls

This is one time setup which can be reused during the rollouts

5% to 15 %

Reporting Enhanced reporting using BI and XML

publisher.

More flexibility is generating the reports in required format (XL, PDF, RTF etc) which will reduce the customizations

5% to 15 %

General

User Interface

Financials

Operations

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

GUI Features• New Look and Feel• Better User Interface• HTML Pages and Oracle Forms

Performance• Reporting

Increased Responsiveness to Business

Easier/ Faster to Train users Enhanced Self-Service

R12 Flexi Reporting enables IT to easily create user-friendly reports

Up to 5%

5% - 15% 5% - 15%

15% - 20%

Add-On Benefits• Enhanced Security features• Improved Stability• Consolidated view for global decision

making• Improved and Centralized process

Standardized business process help reduce cost

Reduce effort by minimizing redundant task

Reduced cost of customization Shared service capabilities for

payables

15% - 20%

10% - 15%

15% - 20% 15% - 20%

General

User Interface

Financials

Operations

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

Subledger Accounting Enhanced accounting engine Easy maintenance of chart of accounts

using the Alternate Accounting feature Draft Accounting Parallel accounting for multiple reporting

requirements

Reduced effort to update changes account code combinations

Faster resolution for accounting related issues during period close.

Reduced manual effort in covering multiple reporting requirements

Up to 5%

5% - 15%

Payments Centralized maintenance of bank master

details. Flexibility to create centralized payment

batch covering multiple Org and currency. Enhanced error handling features Facility to add custom validation to avoid

user mistakes

Reduced effort to create new banks and update existing bank information

Seamless batch processing Reduced effort for customizing the

check formats

Up to 5%

5% - 10% 10% - 15%

Fixed Assets Enhanced asset addition and retirement

features. Auto roll back option for depreciation and

accounting .

Reduced effort during asset addition as information can be copied from AP

Automatic depreciation calculation Reduced time for processing

Depreciation during period close

Up to 5%

5% - 10% 5% - 10%

General

User Interface

Financials

Operations

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

Payables Improved accrual reconciliation process. Automated Write-Off Accounting. Improved Supplier master creation and

maintenance.

Faster month close as the accrual rebuild process will only update delta records in the table.

Reduced effort to for creating write-off journals

10 - 15%

30% - 40%

Receivables Activity Based revenue recognition.

Reduced manual effort calculating and accounting the revenue recognition

5% - 10%

General Ledger Automated GL posting from sub ledgers Improved Account analysis and drilldown Enhanced consolidation process

Reduced effort in posting the journals during period close .

Financial Report (FSG) can be executed for multiple ledgers

Consolidation mapping at COA level instead of ledger level which leads to easy creation and maintenance

5% - 10%

10% - 15%

10% - 15%

E-Business Tax Enhanced Global Tax Engine for better

accounting and reporting. Easy integration with external tax vendors

for country specific tax

Reduced cost and complexity in complying with multiple tax authorities

Reduced effort in tax configuration of new entities

10% - 15%

10% - 20%

General

User Interface

Financials

Operations

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

Inventory Advanced lot controls Dual UoM Inventory Allocation, Reservation and picking

rule enhancements. Material Workbench enhancements Material Status Control

Reduced effort for creating and updating the item master.

Better drill down analysis

10% - 15%

Manufacturing Enhanced Flow Workstation Manufacturing Execution System (MES).

“One Stop Shop” for Manufacturing Operations Management (i.e. integrate with WIP, Quality, etc.)

Easier transaction execution for operators than in WIP

10% - 15%

10% - 20%

Service Contracts Install Base - New look and feel with

additional functionality Install Base Service Contract Integration

enhancement Service Contract Workflow Enhancement

Improved business functionality 15% - 20%

General

User Interface

Financials

Operations

R12 Upgrade Benefits

Key Value Drivers Tangible Benefits Improvement Range

Order Management Enhanced Revenue Recognition and COGS

processing Improved security features for credit card

orders.

Reduced customization in COGS accounting

Reduced effort for processing Credit Card orders

15% - 20%

10% - 15%

Purchasing HTML based workbench Integrated with Advanced Pricing Improved Supplier communication

Improved business functionality More user-friendly GUI

10 % – 15%

HRMS Ability to change the Final Process Date Documents of Record : HR Checklists Global Deployments

Improved business functionality 5% - 15%

GeneralUser InterfaceFinancials Operations