A day in the life of an Oracle Applications Consultant

Monday, August 16, 2004

11i Upgrade Project - a move from 11.0.3 to 11.5.9

This post contains a link to the Financial Information Systems Upgrade site at University College London (UCT) and also gives an overview of the upgrade documentation prepared for this organisation.

In a previous post I discussed the Financials Systems Project site at the University College London (UCT). One portion of this site that I think is particularly useful is the section that talks about Upgrading to Version 11i. It provides the following documentation relating to upgrades: -

Business Case

I’m a personal advocate of making sure that a value proposition is prepared for any major IT projects you are going to perfom in your business. This business case contains a summary according to the following points: -

  • Fit with UCL Strategy
  • Demand for change
  • Alternative Options
  • Reasons for the Upgrade
  • Costs
  • Expected Benefits
  • Investment Appraisal

It then provides more detail for the business case and then outlines what Functional and Other improvements will be made. Lastly it speculates as to when Future Upgrades will need to take place.

11i Communications Plan

According to this document: -

The aim of this plan is to identify the stakeholders of the 11i upgrade project, to identify the information needs they have, and to provide a plan to provide up to date and accurate information in the most effective format and medium and in the most timely way.

Clear, timely and effective communications will enable the project team to:

  • Ensure that all principal stakeholders are aware of and in support of the reasons for undertaking the project, have realistic expectations of it and are prepared for it.
  • Communicate information needed by other departments or organisations who are affected by or need to know about the project’s progress towards its outcomes, enable them to prepare (e.g. with appropriate training and equipment) and enlist their support.
  • Communicate to users the direct requirements for using the system.
  • Keep up to date at all times with users’ requirements and make sure the project aims continue to meet these right from the beginning and continue to do so in the light both changes to users’ needs and new information apparent as the project develops.
  • Inform advisors and consultants of the project of all progress and developments so that the best available help can be received when required.
  • Enable appropriate action to be taken on an informed basis by those responsible for managing the project so that appropriate decisions can be made and the best level of support can be offered to the project at the right time and in the right way.

11i Project Initiation Document

This is a fairly comprehensive document and according to the site, it’s purpose is to: -

Define the 11i Upgrade project, to form the basis for its management and to help with the assessment of the project’s overall success. The two primary uses of the PID are:

  • To provide a baseline document against which the Project Board and Project Manager can assess progress, project issues and on-going viability
  • To ensure that the project has a sound basis before asking the Project Board to make any major commitment to this project

The document is structured as follows: -

  1. Background
  2. Business Case
    • Business Case Summary
    • Budget
  3. Project Definition
    • Objectives
    • Scope and Exclusions
    • Project Deliverables
    • Approach
    • Constraints
    • Dependencies
    • Assumptions
  4. Project Plan
    • Project Plan Summary
  5. Project Structure
    • Project Organisation
    • Outline of Roles
    • Project Meeting Structure
  6. Communication Plan
  7. Issue and Risk Logs
  8. Change Control

PC Specification for Version 11i

This document lists the hardware and software requirements for PC’s being used to access Oracle 11i.