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Best Practices to Modernizing your Oracle Applications

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Smart ERP Solutions, Inc.
Smart ERP Solutions, Inc.

WEBINAR Best Practices for Maximizing and Modernizing your Oracle Applications Oracle Cloud, PeopleSoft, JDE, EBS, and NetSuite We will show some strategies to help you improve response times, leverage the latest functionality, and lower your total cost of ownership. Benefits > Discover creative ways to control support costs > Reduce your total cost of ownership > Regular updates to ensure compliance > Keep pace with new features delivered and upcoming > Make Oracle application maintenance easier > Run health checks to receive a current status of your running environments Takeaways > Case Study from Root > Case Study from HMS > Discover creative ways to control support costs > How to maximize ROI & Increase Automation with Managed Services > How we can enable an extension of your team

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Best Practices for Maximizing and Modernizing your Oracle Applications Oracle Cloud, PeopleSoft and NetSuite
Candice Carden Director Client Success Candice is an HR and IT Operational excellence leader, understanding critical business needs, optimizing technology, resources needed to implement and exceed organizational objectives. Her specialization is in Solutions, with 20+ years working with PeopleSoft, Oracle, Salesforce, and Taleo. Todays Presenter Rajshekhar Bandaru Director, Service Delivery Raj is delivery and solution driven manager, with 20+ years working with PeopleSoft and Microsoft technologies. He specializes in Delivery Services, Support Transitions, Business Process Solutions, Integration Solutions and Project Management.
What Oracle ERP Application(s) are you currently running in your organization? A. Oracle ERP Cloud B. PeopleSoft C. JD Edwards D. eBusiness Suite E. NetSuite
SmartERP Solutions | Global Expertise with Local Presence UAE Dubai Bangalore Hyderabad INDIA Toronto Boston Chicago Dallas Atlanta Austin HQ Pleasanton, CA Chennai Founded in 2005 by former Oracle Executives, Architects, and Consultants Implementation Partner Oracle Cloud, NetSuite, PeopleSoft, EBS and JDE Solutions and Services A unique blend of fixed fee Solutions and Services 300+ Clients Worldwide clients for life across various industries 350+ Employees Certified experts around the world 24x7x365
Unique Blend of Oracle Services and Solutions Certified Oracle ERP Cloud Team EPM, EPM, SCM, HCM, CX, and PaaS Cloud Resources Cross Industry Experience Distribution, Retail, Gen. Bus, Manufacturing, Professional Services, High/Fin Tech Platform Experience (IaaS) Database, Migrations, Upgrades, Data Conversion & MDM Solutions Talent Procurement, Onboarding, Avalara Tax Connector, SoD, E-Verify/I9 Solutions & GDPR Integration Extensions and Development (PaaS) Business Intelligence Analytics, Reporting, Data Visualization and Big Data On-Premise to Cloud Migration/Roadmap and Case for Change Assessments NetSuite Alliance Partner Onsite, Off-site and Offshore Fixed Fee Delivery Model Quality Oracle Solution Delivery Experience Global Expertise at the Local Level Innovation at the Core of our Services Cost Conscious, Results Oriented Key Differentiators Services include: Fixed Fee Oracle Cloud and NetSuite ERP/SCM/HCM implementation services with strong project management, process improvement, change management and PaaS customization/integration/development/exte nsions BI/Analytics and application support capabilities.
6 SmartERP | Oracle Functional Areas ERP/EPM Finance, Revenue Management, EPM -Planning and Budgeting, Consolidation & Close SCM Procurement, OM, INV, Subscriptions, Projects, Field Service, Supply/Demand Planning HCM Benefits, Comp, Talent, & Workforce Management, Recruiting, Learn and Payroll Manufacturing PLM, WHM & Transportation Management and CRM Sales & Service & CPQ Process Improvement and Integration/Development/PaaS/ IaaS and Extensions
What level of Oracle Support does your organization have? A. Premier B. Extended C. Sustaining Support D. Other E. Not Sure F. We don't have support!
Samples of our Cross-Industry Client Successes Manufacturing, Hi-Tech, Fin-Tech and Healthcare (Industrial, Hi-Tech and Semi-Con Lifesciences, Pharma, Bio-Tech & Healthcare Professional Services & General Bus. (Staffing, Legal, Education, Eng. & Construction) Wholesale Distribution and Retail (Building, Solar, Furniture, Electronics, Wine, Food and Bev)
Agenda How to Manage Updates Oracle, NetSuite, and PeopleSoft Updates Creative Ways to Control Support Costs Reduce Total Cost of Ownership Keep pace with new features delivered and upcoming Make Oracle application maintenance easier Case Studies: HMS, Root
Oracle Updates
Oracle Updates Oracle Cloud Four feature updates each year with patches and new functionalities. On average, just in the ERP area, more than a hundred new functionalities are made available each quarter. Patches on existing functionalities: There is generally little or not at all impact or workload for you as these are patches have been tested by Oracle upstream. New features: By default they are disabled and there is no obligation for you to enable them immediately after updates.
Oracle Updates PeopleSoft PeopleSoft Update Manager (PUM) is Oracles simplified Lifecycle Management tool for continuous PeopleSoft upgrades. The PeopleSoft Update Manager uses the PUM PIA application in combination with PeopleSoft Image Updates for customizable and cost-effective application upgrades. Selective Adoption allows the ability to apply only parts of PUM with new features or fixes.
Oracle Updates NetSuite NetSuite releases scheduled updates to its entire customer base twice a year NetSuite uses a phased roll out approach, making the updates live for a small percentage of customers first, then continuing through its entire customer base. Log in to your dashboard to confirm your upgrade date. You can also request a Release Preview test account for hands-on access to see how new features will work with your data, workflows and customizations.
How disruptive are Oracle releases to your business and IT teams? A. Very B. Somewhat C. Not At All
Things to Consider
1. How to do you keep up Oracles quarterly or bi-annual updates cycles to make the most of new features? 2. How do minimize the burden of testing Oracle apps Two to Four times per year? 3. How to ensure business continuity post each update, and ensure there is no application downtime? 4. How to coordinating between IT and business teams, as both are needed to create and maintain test scripts? Things to consider
1. How new features and bug fixes will impact current processes and procedures? 2. How to identify the exact scope of what you should be testing? 3. How to minimize the test automation script maintenance burden? 4. How to ensure 100% regression testing? 5. How do you manage support with teams struggling with ongoing development and troubleshooting requests? Things to consider
1. Stay Informed Continuous learning and understanding of upcoming updates and new fixes, features and functionality 2. Identify The framework of people, process, and technology that is required to review, maintain and utilize new features and updates as released. 3. Communication Each organization is unique so there is no standard approach to developing a deployment schedule, but in general these tips will allow transparency and build trust: Don't deploy updates that require restarts during the middle of the day or known key user demand such as month end close or open enrollment Review new features before applying new releases, it is important to thoroughly evaluate the new release and any downstream or 3rd party integration impact. 4. Define Have an update strategy & understanding how the updates impact business & applications & who will be tasked with review, testing and deploying with agreed timing Oracle Cloud Quarterly PeopleSoft Bi-Annual or Annual NetSuite Bi-Annual Best Practices
1. OATS is Oracles own test automation tool that offers full compatibility with its applications. 2. PTF (PeopleSoft Test Framework) for automated testing, early defect detection, increases scalability, reduces need to refresh testing systems from production. 3. Selenium Framework for automated testing as a service. Automate Testing
1. OnDemand: As need bucket of hours support to cover employee absences, M&A activity, open enrollment, peak business demands 2. Oracle Release Support: Quarterly, Bi-Annual, or Annual our team will review, test, and apply Oracle updates to your environments to ensure business continuity and maximize automation 3. Incremental Support: Full time (40 hours per week) or Part-time (Starting at 15 hours per week) a. Assist with support, best practices, troubleshooting, enhancements b. Functional, Technical, and/or Infrastructure support c. 24/7 or during business hours 4. Full Managed Service Outsourcing: Support of all PeopleSoft Applications, including Level 1, 2, 3 support 24/7 Critical business systems support 24 hours a day, 365 days per year, including Functional, Technical and Infrastructure support. Application Support
How likely are you to delay applying Oracle Updates due to resource constraints? A. Very B. Somewhat C. Possibly D. Not At All
Best Practices to Modernizing your Oracle Applications
About HMS, a Gainwell Technologies Company, delivers healthcare technology and analytics solutions to reduce costs and make healthcare work better for payers, providers and members. Our first-in-class coordination of benefits and payment integrity solutions help our nations safety net programs save billions annually and ensure sustainability. Billions ofdollarssavedforcustomerseveryyear
SLA based integrated all-in-one Support 24x7 support delivered from multiple time zones Latest image of Demo always maintained Critical patches updated CPU, DB, Windows server, and Oracle Security alerts Weekly, Monthly and Quarterly scheduled meetings with Business, IT and Senior Management teams Monthly metrics published on all layers of support Full Managed Services Model with HMS
Incident Management Maintained Response SLA at 100% Reduced Monthly Incident Tickets by 86% Reduced average time to resolution to less than 24 business hours Uptime SLA Metric: 100% Maintain high CSI Score: 73 (out of 100) Daily Offline Database Backups, with incremental backups at 15-minute intervals DR Recovery Time for all PeopleSoft Instances: 24 hours HMS Results
We activate, motivate, and inspire people to accelerate the speed of change through a combination of disruptive methods, storytelling, and interactive experiences. Roots expertise in customer experience, strategy activation, maximizing operations, technology adoption and unlocking talent is backed by proven research and evolved over 25 years. A bold culture and international reputation for results has attracted 70 percent of the Fortune 50 to work with Root. About
SLA based Support Support during regular business hours 20 hours per week, a mix of onshore and offshore Bi-weekly scheduled meetings with Business Users and Information Technology team Perfect balance of resources and expertise to maximize ROI of PeopleSoft Applications Incremental Support Model with Root
Incident Management Reduced Incident Response Time: 97% Reduced average time to resolution: 79% Weekly Backups Seamless extension of limited internal team SLA Performance: 99.9% Root Results
What percentage of functionality and automation does your organization use with installed Oracle applications? A. 100% B. 80% C. 60% D. 40% E. 20% F. Less than 20%
Advantages of Managed Services Availability Accessibility Flexibility Knowledge Partnership
Our Chanel Partnerships Dedicated global implementation team, works across the industry through multiple platforms Our Understanding of your Industry and your Business Challenges Deliver operational value by leveraging our cross- industry experience Proven Solutions and Services Delivery Capabilities Successfully delivered over 250+ multi-pillar on-premise and Cloud projects Managing Transformation, Projects and Organizational Change is Foundational to Us Proactively identify and minimize the project, people and organization issues and risks Instills Knowledge Transfer and Collaboration in our Work Provide Proactive and valuable modern best practice driving a faster time to value and ROI. Our Commitment to Invest in our Partnership and Earn your Trust One Team environment that aligns with your company culture to form a Strategic Partnership. Why Partner with SmartERP? We are focused on your priorities. We understand your business. We provide deep industry and Oracle expertise to drive through the complexities. We are flexible to work with, dedicated to earning your trust and committed to your success. We believe we align with your company culture. We are uniquely qualified to become your trusted strategic partner and look forward to working with you on next steps. Thank You One Team Collaboration for Success
A. Just Smart Form I-9 (Free) B. Both Smart Form I-9 and E-Verify (Free) C. Smart Applications with Smart Onboarding ($) D. Full Suite with HR Integration ($) E. Full Suite with HR Integration plus other apps ($) F. Not Sure? Questions and Answers Candice Carden Director Client Success 404-452-8460 candice.carden@smarterp.com

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Best Practices to Modernizing your Oracle Applications

  • 1. Best Practices for Maximizing and Modernizing your Oracle Applications Oracle Cloud, PeopleSoft and NetSuite
  • 2. Candice Carden Director Client Success Candice is an HR and IT Operational excellence leader, understanding critical business needs, optimizing technology, resources needed to implement and exceed organizational objectives. Her specialization is in Solutions, with 20+ years working with PeopleSoft, Oracle, Salesforce, and Taleo. Todays Presenter Rajshekhar Bandaru Director, Service Delivery Raj is delivery and solution driven manager, with 20+ years working with PeopleSoft and Microsoft technologies. He specializes in Delivery Services, Support Transitions, Business Process Solutions, Integration Solutions and Project Management.
  • 3. What Oracle ERP Application(s) are you currently running in your organization? A. Oracle ERP Cloud B. PeopleSoft C. JD Edwards D. eBusiness Suite E. NetSuite
  • 4. SmartERP Solutions | Global Expertise with Local Presence UAE Dubai Bangalore Hyderabad INDIA Toronto Boston Chicago Dallas Atlanta Austin HQ Pleasanton, CA Chennai Founded in 2005 by former Oracle Executives, Architects, and Consultants Implementation Partner Oracle Cloud, NetSuite, PeopleSoft, EBS and JDE Solutions and Services A unique blend of fixed fee Solutions and Services 300+ Clients Worldwide clients for life across various industries 350+ Employees Certified experts around the world 24x7x365
  • 5. Unique Blend of Oracle Services and Solutions Certified Oracle ERP Cloud Team EPM, EPM, SCM, HCM, CX, and PaaS Cloud Resources Cross Industry Experience Distribution, Retail, Gen. Bus, Manufacturing, Professional Services, High/Fin Tech Platform Experience (IaaS) Database, Migrations, Upgrades, Data Conversion & MDM Solutions Talent Procurement, Onboarding, Avalara Tax Connector, SoD, E-Verify/I9 Solutions & GDPR Integration Extensions and Development (PaaS) Business Intelligence Analytics, Reporting, Data Visualization and Big Data On-Premise to Cloud Migration/Roadmap and Case for Change Assessments NetSuite Alliance Partner Onsite, Off-site and Offshore Fixed Fee Delivery Model Quality Oracle Solution Delivery Experience Global Expertise at the Local Level Innovation at the Core of our Services Cost Conscious, Results Oriented Key Differentiators Services include: Fixed Fee Oracle Cloud and NetSuite ERP/SCM/HCM implementation services with strong project management, process improvement, change management and PaaS customization/integration/development/exte nsions BI/Analytics and application support capabilities.
  • 6. 6 SmartERP | Oracle Functional Areas ERP/EPM Finance, Revenue Management, EPM -Planning and Budgeting, Consolidation & Close SCM Procurement, OM, INV, Subscriptions, Projects, Field Service, Supply/Demand Planning HCM Benefits, Comp, Talent, & Workforce Management, Recruiting, Learn and Payroll Manufacturing PLM, WHM & Transportation Management and CRM Sales & Service & CPQ Process Improvement and Integration/Development/PaaS/ IaaS and Extensions
  • 7. What level of Oracle Support does your organization have? A. Premier B. Extended C. Sustaining Support D. Other E. Not Sure F. We don't have support!
  • 8. Samples of our Cross-Industry Client Successes Manufacturing, Hi-Tech, Fin-Tech and Healthcare (Industrial, Hi-Tech and Semi-Con Lifesciences, Pharma, Bio-Tech & Healthcare Professional Services & General Bus. (Staffing, Legal, Education, Eng. & Construction) Wholesale Distribution and Retail (Building, Solar, Furniture, Electronics, Wine, Food and Bev)
  • 9. Agenda How to Manage Updates Oracle, NetSuite, and PeopleSoft Updates Creative Ways to Control Support Costs Reduce Total Cost of Ownership Keep pace with new features delivered and upcoming Make Oracle application maintenance easier Case Studies: HMS, Root
  • 11. Oracle Updates Oracle Cloud Four feature updates each year with patches and new functionalities. On average, just in the ERP area, more than a hundred new functionalities are made available each quarter. Patches on existing functionalities: There is generally little or not at all impact or workload for you as these are patches have been tested by Oracle upstream. New features: By default they are disabled and there is no obligation for you to enable them immediately after updates.
  • 12. Oracle Updates PeopleSoft PeopleSoft Update Manager (PUM) is Oracles simplified Lifecycle Management tool for continuous PeopleSoft upgrades. The PeopleSoft Update Manager uses the PUM PIA application in combination with PeopleSoft Image Updates for customizable and cost-effective application upgrades. Selective Adoption allows the ability to apply only parts of PUM with new features or fixes.
  • 13. Oracle Updates NetSuite NetSuite releases scheduled updates to its entire customer base twice a year NetSuite uses a phased roll out approach, making the updates live for a small percentage of customers first, then continuing through its entire customer base. Log in to your dashboard to confirm your upgrade date. You can also request a Release Preview test account for hands-on access to see how new features will work with your data, workflows and customizations.
  • 14. How disruptive are Oracle releases to your business and IT teams? A. Very B. Somewhat C. Not At All
  • 16. 1. How to do you keep up Oracles quarterly or bi-annual updates cycles to make the most of new features? 2. How do minimize the burden of testing Oracle apps Two to Four times per year? 3. How to ensure business continuity post each update, and ensure there is no application downtime? 4. How to coordinating between IT and business teams, as both are needed to create and maintain test scripts? Things to consider
  • 17. 1. How new features and bug fixes will impact current processes and procedures? 2. How to identify the exact scope of what you should be testing? 3. How to minimize the test automation script maintenance burden? 4. How to ensure 100% regression testing? 5. How do you manage support with teams struggling with ongoing development and troubleshooting requests? Things to consider
  • 18. 1. Stay Informed Continuous learning and understanding of upcoming updates and new fixes, features and functionality 2. Identify The framework of people, process, and technology that is required to review, maintain and utilize new features and updates as released. 3. Communication Each organization is unique so there is no standard approach to developing a deployment schedule, but in general these tips will allow transparency and build trust: Don't deploy updates that require restarts during the middle of the day or known key user demand such as month end close or open enrollment Review new features before applying new releases, it is important to thoroughly evaluate the new release and any downstream or 3rd party integration impact. 4. Define Have an update strategy & understanding how the updates impact business & applications & who will be tasked with review, testing and deploying with agreed timing Oracle Cloud Quarterly PeopleSoft Bi-Annual or Annual NetSuite Bi-Annual Best Practices
  • 19. 1. OATS is Oracles own test automation tool that offers full compatibility with its applications. 2. PTF (PeopleSoft Test Framework) for automated testing, early defect detection, increases scalability, reduces need to refresh testing systems from production. 3. Selenium Framework for automated testing as a service. Automate Testing
  • 20. 1. OnDemand: As need bucket of hours support to cover employee absences, M&A activity, open enrollment, peak business demands 2. Oracle Release Support: Quarterly, Bi-Annual, or Annual our team will review, test, and apply Oracle updates to your environments to ensure business continuity and maximize automation 3. Incremental Support: Full time (40 hours per week) or Part-time (Starting at 15 hours per week) a. Assist with support, best practices, troubleshooting, enhancements b. Functional, Technical, and/or Infrastructure support c. 24/7 or during business hours 4. Full Managed Service Outsourcing: Support of all PeopleSoft Applications, including Level 1, 2, 3 support 24/7 Critical business systems support 24 hours a day, 365 days per year, including Functional, Technical and Infrastructure support. Application Support
  • 21. How likely are you to delay applying Oracle Updates due to resource constraints? A. Very B. Somewhat C. Possibly D. Not At All
  • 23. About HMS, a Gainwell Technologies Company, delivers healthcare technology and analytics solutions to reduce costs and make healthcare work better for payers, providers and members. Our first-in-class coordination of benefits and payment integrity solutions help our nations safety net programs save billions annually and ensure sustainability. Billions ofdollarssavedforcustomerseveryyear
  • 24. SLA based integrated all-in-one Support 24x7 support delivered from multiple time zones Latest image of Demo always maintained Critical patches updated CPU, DB, Windows server, and Oracle Security alerts Weekly, Monthly and Quarterly scheduled meetings with Business, IT and Senior Management teams Monthly metrics published on all layers of support Full Managed Services Model with HMS
  • 25. Incident Management Maintained Response SLA at 100% Reduced Monthly Incident Tickets by 86% Reduced average time to resolution to less than 24 business hours Uptime SLA Metric: 100% Maintain high CSI Score: 73 (out of 100) Daily Offline Database Backups, with incremental backups at 15-minute intervals DR Recovery Time for all PeopleSoft Instances: 24 hours HMS Results
  • 26. We activate, motivate, and inspire people to accelerate the speed of change through a combination of disruptive methods, storytelling, and interactive experiences. Roots expertise in customer experience, strategy activation, maximizing operations, technology adoption and unlocking talent is backed by proven research and evolved over 25 years. A bold culture and international reputation for results has attracted 70 percent of the Fortune 50 to work with Root. About
  • 27. SLA based Support Support during regular business hours 20 hours per week, a mix of onshore and offshore Bi-weekly scheduled meetings with Business Users and Information Technology team Perfect balance of resources and expertise to maximize ROI of PeopleSoft Applications Incremental Support Model with Root
  • 28. Incident Management Reduced Incident Response Time: 97% Reduced average time to resolution: 79% Weekly Backups Seamless extension of limited internal team SLA Performance: 99.9% Root Results
  • 29. What percentage of functionality and automation does your organization use with installed Oracle applications? A. 100% B. 80% C. 60% D. 40% E. 20% F. Less than 20%
  • 30. Advantages of Managed Services Availability Accessibility Flexibility Knowledge Partnership
  • 31. Our Chanel Partnerships Dedicated global implementation team, works across the industry through multiple platforms Our Understanding of your Industry and your Business Challenges Deliver operational value by leveraging our cross- industry experience Proven Solutions and Services Delivery Capabilities Successfully delivered over 250+ multi-pillar on-premise and Cloud projects Managing Transformation, Projects and Organizational Change is Foundational to Us Proactively identify and minimize the project, people and organization issues and risks Instills Knowledge Transfer and Collaboration in our Work Provide Proactive and valuable modern best practice driving a faster time to value and ROI. Our Commitment to Invest in our Partnership and Earn your Trust One Team environment that aligns with your company culture to form a Strategic Partnership. Why Partner with SmartERP? We are focused on your priorities. We understand your business. We provide deep industry and Oracle expertise to drive through the complexities. We are flexible to work with, dedicated to earning your trust and committed to your success. We believe we align with your company culture. We are uniquely qualified to become your trusted strategic partner and look forward to working with you on next steps. Thank You One Team Collaboration for Success
  • 32. A. Just Smart Form I-9 (Free) B. Both Smart Form I-9 and E-Verify (Free) C. Smart Applications with Smart Onboarding ($) D. Full Suite with HR Integration ($) E. Full Suite with HR Integration plus other apps ($) F. Not Sure? Questions and Answers Candice Carden Director Client Success 404-452-8460 candice.carden@smarterp.com