jd edwards & peoplesoft 1 | brent coutts | coopers.pdf
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The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof
8.0 to 9.0 – Lessons Learnt
Brent Coutts Coopers Brewery Limited
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The most comprehensive Oracle applications & technology content under one roof
Who We Are
• Coopers Brewery Limited
• Established by Thomas Cooper in 1862
• Mission
– Our family brewery creates great crafted beers and other natural products for the enjoyment of everyone
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Our Products
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Our Market Share
3.8%
96.2%
0
10
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100
Australian Beer Market
Coopers Brewery
Competitors
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Brew Floor
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Brewery Entrance
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Who I Am
• Custodian of Coopers Business Systems
• Commenced with Coopers Brewery Jan 2007
• Previous JD Edwards experience with Fosters
• SAP experience with Southcorp and Kimberly-Clark
• Enjoy working as a business focussed IT professional within manufacturing organisations
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Executive Summary
• Overall a successful implementation
• Small project team
• Changes in JD Edwards functionality caused issues
• Third party software stability and service
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The most comprehensive Oracle applications & technology content under one roof
Existing Environment
• JD Edwards ERP8.01
• Original implementation in partnership with Jigsaw (now Red Rock)
• Live April 2004
• Green Stack – Microsoft SQL Server 2000
– IBM WebSphere (albeit limited usage)
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The most comprehensive Oracle applications & technology content under one roof
Existing Environment
• Infrastructure
– Shared application & database server
– Deployment server
– Create!Form server
– Demand Management server
• Support
– One JD Edwards developer 1 day per week
– CNC outsourced to Red Rock
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Infrastructure Upgrades
• Upgraded physical application server together with upgrade to Windows Server 2003 and SQL Server 2005
• Virtualisation of Create!Form server
• Virtualisation of Demand Management server
• “Proper” DR with log shipping
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Business Case
• Risk minimisation
• General feeling of being “left behind”
• Ageing infrastructure
• Licensing costs (particularly for DR)
• Existing Oracle instance on Windows
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Approach
• Engaged Red Rock as service provider
• Largely a technical upgrade
• New functionality to be adopted after go-live
• Use virtualisation to maximum
• After workshop, made the decision to go full Red Stack
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Project Structure
• Modified Red Rock Project Methodology
• Steering committee not required
• Project managers within Coopers and Red Rock
• Small technical team
• Weekly meetings
• Flexibility in approach
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Project Tasks
• Infrastructure (SAN, vSphere) months in advance
• Retrofit changes – 4 weeks solid effort
• Build JD Edwards environment
• Redo every Create!Form and Create!Stream script
• Testing, then go live
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Timing
• Flexibility the key
• Blackout periods
• Started planning early 2010
• Preliminary workshops and scope of works
• Kick off in September 2010
• Hiatus during late December / early January
• Retrofit completed on time
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Testing
• Pragmatic approach
• Focus on sales orders, load building, invoicing
• Difficulty in getting testing done by users
• Testing workshops to test the minimum to transact
• Test scripts written by project team
• One-on-one training and testing
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Forms Development
• New version of Create!Form v7
• Every form and script to be converted
• Estimate 25% of project cost
• Licensing during upgrade
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Pre Go Live
• 3 data conversions to check timing and accuracy
• Test manual cutover tasks
• Final round of user testing
• Go / no go decision
• Forms printing bug found
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Go Live
• 1600 on Friday 18-Mar-2011
• System available at 1000 on Sunday 20-Mar-2011
• Cutover tasks run
• Ready for business 0600 Monday 21-Mar-2011
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What Went Wrong
• Scheduled pick dates on orders (mode of transport)
• Rebates missing • Invoices (both through transportation and
printing) • Printing overall (both Create!Form and Oracle
default) • MRP failed • .., then relatively smooth sailing..
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What Went Wrong – Part 2
• Printing failed completely – every print job had to be monitored
• Price adjustments “dropped off”
• Commissions configuration had changed – no accumulations
• Complicated rebate structure – detail postings
• 2nd month end (1st full month)
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What Went Right
• Retrofitting modifications
• Infrastructure
• Data conversion
• CNC overall
• Integrations
• Waiting for right Tools release
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What Did We Learn?
• Don’t go bleeding edge for printing
• Bugs in Oracle software and how they are resolved
• Changes in functionality between 8.0 and 9.0
• Users focussed on testing outcome
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What Would We Do Differently?
• No need for two project managers – just one from Coopers
• One technical consultant from Coopers
• CNC from 3rd party
• Look more closely at printing – BI Publisher
• Firmer testing regime
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What’s Next?
• Unlocking standard functionality
– Pricing
– Advanced preferences
• SOA
• Pilot BI Publisher
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The most comprehensive Oracle applications & technology content under one roof
Questions?
• Feel free to contact me at:
• Reference visits no problem