Recommend an Approach/Strategy on Upgrade & Implementation (additional modules)
Posted: 28 March 2007 10:31 AM
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Background :
Our organization has multiple Oracle Instances across the globe. One of the existing Asia-Pacific Instance is on 11.5.9 and has Order Fulfillment module (which is part of Oracle Process Manufactuing). This instance has interfaces to several complex legacy system like ESS, NextGen etc.

Organization Requirements :
1) Upgrade existing 11.5.9 instance to 11.5.10.2
2) Replace Order fillfillment module (in OPM) with Order Management module. OM implementation would in the process help eliminate the legacy systems like ESS, NextGen

Approach Startegy:
Moving from Order Fulfillment to Order Management would help the Organization to leverage some of the additional OM functionalities and reduce the current complexity of interfaces with the legacy applications. Our organization is looking to execute the above within a short timeline and is considering one of the following approach

Approach 1 :—>
Step 1.
Implement Order Management module in 11.5.9 and eliminate Order Fulfillment(OPM) and legacy systems like NextGen and ESS. Go-Live and stabilize for about 2 weeks and then next action
Step 2.
Upgrade 11.5.9 OM to 11.5.10.2. Go-Live

Approach 2 :—>
Step 1.
Upgrade existing instance As-Is from 11.5.9 to 11.5.10.2 . Go-Live and stabilize for 2 weeks.
Step 2.
Implement OM in 11.5.10.2 and eliminate the legacy system interfaces to ESS & NextGen. Go-live

Appreciate if you can provide your thougths on the approach to be taken. Kindly provide technical / logical reasoning for your suggested approach.

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Posted: 17 April 2007 09:50 PM   [ # 1 ]
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Hi

I’d go for the second approach. This will save you the extra rounds of functional, technical, as well as the integration tests you have to do. This is because you’re dealing with one final version 11.5.10.2 as opposed to the first strategy. For example, with Approach 1, after installing OM in 11.5.9, you’ll have to test to see how well it integrates with other modules, including the non SCM modules like GL, AP and AR, if you have them implemented.

Then after the upgrade you’ll have to do another round of functionality testing (full cycle) to sort out all the errors and malfunctions that come with an upgrade, for the different set-up options. We’ve just been through one, for both the database and application to 11.5.10.2, so expect a lot of that.

However, with the second approach, since your dealing with one application version for all the modules at play, there will be only 1 round of testing. My modification to this approach would be to upgrade to 11.5.10.2, install OM 11.5.10.2, then do 1 round of fully fledged testing, on a test environment, before you transition to production. This means you can utilise one set of functional consultants, and systems users.

Another consideration with upgrades will be your existing customizations or modifications on your system if at all they exist. Approach 2 will mitigate the migraine of your development team, when they are doing a Patch Impact Analysis (PIA), of the various upgrade patches on your customizations (forms, reports, workflows, name it). More so, the team of functional testers will only do it once, as opposed to approach 1, where you might have to do it at each level. It’s an extremely time consuming exercise

Upgrades from my first experience (this one) really require lots of planning, so the very best of luck with yours.

Timothy

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Posted: 21 May 2007 08:43 AM   [ # 2 ]
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I would go for the second approach.  This way you can test and stabilize basic functionality in 11.5.10 and add on later.  But before doing this, please review Oracle’s Order to Cash Business Flows in detail and see how different your existing setups are to the proposed flows.  You may want to standardize as mush as possible specially with a global business framework.  The closer you are to standard, easier it is to setup and maintain.  Breaking down complex precesses into a bunch of simple tasks and keeping them simple has alwasy worked for us.

But we all know that we always need to do some customizations.  And this is where 11.5.10 may be of help.  You’ll have some tools that have imporved from 11.5.9 like form personalizations, API’s, RX Reports and XML reportpublisher.

Careful planning is required.  Upgrades may seem like a simple technical upgrade but it may be an oportunity to improve processes as well.  Take a step back and look at the business process again or use the Business Flow Approach, as Oracle calls it.  You might end up doing an implementation instead of an upgrade but the benefits may outweigh the costs.

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