real world r12 upgrade - twin cities manufacturing...

©2008 Mate Precision Tooling TRUSTED | QUALITY | SERVICE | SOLUTIONS

Real World R12 Upgrade

Mate Precision ToolingAndy Spence-Parsons

VP Operations


Abstract

❑ Provide details of Mate’s recent R12 upgrade experience, one of the first in the Twin Cities area. Engineering, Inventory, MRP, BOM, & WIP were among the Manufacturing modules included in the scope of this upgrade, which also included incorporating additional Purchasing functionality.”


Who Is Mate

❑ Manufacturer of Punch Press Tooling❑ Rapid customization of standard products

– 100’s of discreet items shipped daily– Average lead time = 1.9 days.– Shipped worldwide

❑ HQ in Anoka, MN– Offices in Germany, Belgium, Malaysia


Oracle Footprint

Custom LegacyOrder

Cash

OracleGeneral Ledger

PayablesInventory

Bill of MaterialsMaterial

Planning/MRPEngineeringPurchasing

Cash Management


Timeline

❑ 1999 11.0.2 – Original implementation❑ 2000 11.0.3❑ 2006 11i – considered, postponed❑ 2008 R12 – implemented


R12 Considerations

❑ Strategic vision– Significant growth and expansion– Support multiple locations– Migration from Legacy

• Upgrade now, before more complex modules

❑ HPUX → Linux❑ Minimal Customizations❑ Early Adopter

– Access to Critical Accounts Support team?


Scope of Upgrade

❑ Existing Modules– General Ledger– Payables– Inventory– Bill of Materials– Material Planning/MRP– Engineering– Purchasing– Cash Management

❑ New Functionality– Payments– E-Business Tax– Legal Entity Configurator– Subledger Accounting– Order Management

❑ Hardware Platform❑ HPUX → Linux❑ Database Migration

– 8.1.6 → 10g


Original Timeline

Go Live

Transition

Construction

Solution Pilot

Design

Analysis

•Go Live

•StabilizationNov 26th

•Final practice simulationOct – Nov

•Upgrade dry run (x2)

•User acceptance testingSep – Oct

•Upgrade dry run + Review

•Design for Go Live periodAug – Sep

•Test case creationJul – Aug

•Business Requirements

•Infrastructure planningMay – Jul


Team Structure

Mate❑ Project Sponsor❑ Steering Committee❑ IT Staff x2❑ Subject Matter Experts

– Finance– Material control– Purchasing– Engineering– Planning

Consulting Firm❑ Project Manager/BA ❑ Manufacturing BA❑ Financials BA❑ Developer❑ DBA


Experiences

❑ Essentially – Two upgrades– 11.0.3 → (11.5.10) → R12– Eight existing modules + five new functions

❑ 11.0.3→11.5.10– Most difficult part of upgrade– Integration with legacy systems

❑ 11.5.10 → R12– Payables modules– Financial reports


Integration with Legacy

❑ Issue:– Legacy Order Entry used demand interface in 11.0.3– Demand Interface – obsolete in 11i

❑ Resolution:– Use backend of Order Management– Additional development, set-up time– Achieved additional functionality


Payables Module

❑ Application Issue:– Unable to process invoice → payment for 4 months

❑ Resolution:– Relearn underlying financial applications– Invoice Workbench form increased from x.x.23 to x.x.123– Multiple one-off patches– Assigned development manager– Compromised on functionality

• Example: Sales Tax– Still several outstanding SRs


Financial Reports

❑ Issue:– New data structure + New report structure– Several not functioning as expected.

• AP and PO Reconciliation• Purchase and Invoice price variance• 1099 Reports

❑ Resolution – 3-tiered approach– Oracle Customer Service Representative– Critical Account Support Team

• Assigned Critical Accounts Manager

– Prioritized Service Requests – to provide focus


Final Timeline

Go LiveFeb 16th Extension 2Jan – FebExtension 1Nov – JanTransition

Construction

Solution PilotDesignAnalysis

Oct – Nov

Sep – Oct

Aug – SepJul – AugMay – Jul

Nov 26•Original Go Live•Critical SRs•Delay

Jan 2•Revised Go Live•Critical SRs•Delay

Feb 16•Actual Go Live

135 total SR’s on project


Conclusions

❑ Manufacturing modules– Very stable, with cosmetic changes for the user– Well positioned for future expansion.

❑ Financial modules– Were unstable– Required relearning of applications


Q&A

❑ Marcy McCormack – SME Purchasing❑ Scott Heilmann – SME Material Control❑ Rick Gorter – SME Finance❑ David Kauffmann - IS❑ Duane Vandenberghe – Steering Committee


Thank You!

real world r12 upgrade - twin cities manufacturing...

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