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Fast Track to the 9s via the Cloud

Part of      2012 Upgrade
Online Learning Series
Today’s presenters

    Velocity Technology Solutions                    IBM Global Business Services



                              Ward Quarles
                                                                                        Doug McNamara
                              director strategic
                                                                                        national sales leader
                              alliances / JD
                                                                                        Oracle JD Edwards
                              Edwards software
                                                                                        practice
                              solutions evangelist




2   August 23, 2012                                        Velocity Proprietary and Confidential
Velocity Technology Solutions
    Velocity – the ERP in the cloud company – hosts and
    manages ERP, related applications, and disaster
    recovery services within its virtual private cloud
    environment. Aim is to lower operational costs,
    increasing service levels and improving software
    performance while reducing the burden on IT staff
    and enabling deployment flexibility. Our team has
    exceptional expertise managing enterprise software
    24/7. Combined with our proprietary technology
    and superfast infrastructure, we increase
    application availability, security, and control. As a
    result, our customers are better positioned to
    accelerate enterprise growth and agility, attract and
    retain customers, and reduce cost, turning their ERP
    platforms into a strategic asset. Velocity is
    headquartered in New York City. www.velocity.cc




3      August 23, 2012                                      Velocity Proprietary and Confidential
IBM Global Business Services
    IBM GBS is the professional services arm of IBM
    providing management consulting, systems
    integration and application management services.
    GBS is the world's largest IT consultancy service
    firm. Within GBS resides IBM’s Oracle® and              IBM Global Business Services is
    JD Edwards global consulting practices.                 committed to your success
    IBM is committed to a “Right Results-Oriented           through our expertise in building
    Approach” to every project. Our approach is driven      innovative solutions, our
    by a commitment to delivering measurable benefits       capabilities for unlocking value
    and results with speed and mitigated risk.              in business performance, and our
    JD Edwards customers need the commitment of a           approach to agreements that hold
    business partner that has “been there and done it”
    many times and knows how to leverage the
                                                            us accountable for tangible
    experience to continually increase success rates,       business results.
    reduce costs and manage risks. For over 25 years
    IBM has brought this wealth of experience to JDE
    customers. Our practice approaches every customer
    project with the individual attention it deserves,
    completing each phase efficiently in a cost effective
    manner.
    IBM is headquartered in Armonk, NY.


4      August 23, 2012                                        Velocity Proprietary and Confidential
Objectives of today’s session

    1. Recommend best practices for upgrading to the 9s
    2. Identifying tactics to accelerate time to value for
       upgrades, decrease business risk, and reduce
       capital expenditures
    3. Leverage a virtual private cloud model to reduce
       the impact of the upgrade on internal resources
    4. Introduce IBM - Velocity Rapid Upgrade in the
       Cloud
    5. Q&A: where are you in the process?


5    August 23, 2012                  Velocity Proprietary and Confidential
Why we’re here today:
    ORACLE SUPPORT TIMELINES


6   August 23, 2012         Velocity Proprietary and Confidential
Oracle JD Edwards key support
    dates
    JD Edwards          Release       Premier Support Ends   Date Eligible for Extended Support
        E1               Xe / 8.0          12/31/13                           No
                          8.90             09/31/08                           No
                          8.10             06/31/09                           No
                       8.11 / SP1          12/31/09                        12/31/12
                          8.12             04/31/11                        04/31/14
                           9.0             09/31/13                        09/31/16
                      9.0 Update 2         09/31/15                        09/31/18
                           9.1             03/31/17                        03/31/20

       World              A7.3             12/31/13                              No
                          A8.1             12/31/13                              No
                          A9.1            04/31/2012                          04/31/15
                          A9.2             04/31/14                           04/31/17
                      A9.2 Update 1        05/31/15                           05/31/18
                          A9.3             03/31/17                           03/31/20

                           Note: Always consult current policies at www.oracle.com/support


7   August 23, 2012                                             Velocity Proprietary and Confidential
JD Edwards “keeps on rolling”
    to meet future demands
                                     Oracle JD Edwards planned product roadmap
                            3




                                1
                      9.1
                        April 2012




8   August 23, 2012                                Velocity Proprietary and Confidential
Your team must roll with upgrade
    cycles, too
                 • Do we have the JD Edwards skills in house       • How do we justify the cost of an upgrade?
                   to accomplish an upgrade?                       • How do we sell the internal stakeholders
                 • How will we balance upgrade demands               (business, CIO, CFO) on the upgrade?
                   with production systems management?             • How can we spread out the costs?
                 • How many resources will this project
                   require?                                     Infra-
    Staffing                 Financial                                                     Change                        Upgrade
                                                              structure




                 • Will our infrastructure support an              • How will this upgrade impact our current
                   upgrade and new production                        business processes?
                   environment?                                    • Are all key stakeholders supportive of this
                 • Will our system perform and scale to              project?
                   support the business?                           • How do we keep the project on time and
                 • Is the infrastructure flexible enough to          on budget?
                   accommodate future changes?




9    August 23, 2012                                                             Velocity Proprietary and Confidential
Go it alone or with an experienced
     team? It’s up to you!




 “Whether you think that you can, or that
    you can't, you are usually right."
               Henry Ford




10    August 23, 2012                       Velocity Proprietary and Confidential
Determining the optimal upgrade
     starting point
                Client requirements                             IBM upgrade alternatives


               - Keep your application suite current with the                  Technical upgrade
                   latest Oracle application functionality        Pros: faster entry model, reduced business
                      - Migrate to a new infrastructure                            disruption
                        - Retire legacy modifications            Cons: Do not address older business processes



                         - Redesign business processes                       Functional upgrade
                            - Adopt new functionality                Pros: improved solutions introduced
                       - Replace, minimize and migrate             Cons: new modules & processes increase
                                 customizations                                 training time



                         - Optimize on best practices
              - Implement both new functionality & modules                 Transformational upgrade
                 - Replace, minimize and migrate “complex”          Pros: can drive needed business change
                               customizations                       Cons: will extend upgrade project scope
                     - Implement organizational change


11   August 23, 2012                                             Velocity Proprietary and Confidential
Factors that drive an upgrade
                                                 Project Time & Cost
       Degree of Customization            Minimal          Moderate              Heavy

       Number of Interfaces               <10               20–30                  >40

       Number of Mgmt Reports             <15               20–30                  >60


       Number of Countries                1                                      Many


       Reengineering               Less   None         Selective            Significant              More
                                   Time
                                      $                                                              Time
       Client Participation          $    60%                                      30%                $$$
       Speed of Issue Resolution          Fast                                    Slow

       Data Cleansing                     1 TB              2 TB                  5 TB

       Training Requirements              Limited                            Extensive

       Cloud or On-Premise                Limited Effort              Extensive Effort


12   August 23, 2012                                         Velocity Proprietary and Confidential
The 100 Day Technical Upgrade for
     JD Edwards defined by Oracle
A technical upgrade of JD Edwards is largely scoped by the number of legacy customizations and
integrations that require forward fit and testing for each JD Edwards [data] instance…

                                         push process
     In order to limit scope                                  limit adoption of new
                                     improvements/redefi
                                                               functionalities other              limit integrations that
     to a technical upgrade,          nition initiatives to
                                                              than what is delivered              can be addressed in a
      Oracle recommends               Phase II, other than
                                                                     by the 9.1                      Phase II project.
         that companies:              the quick wins that
                                                                enhancements and,
                                        come with 9.1




                                   “Business applications need to be upgraded over time to let users take
                                        advantage of features in the newer versions or releases. However,
                               businesses need to find the right balance between the speed of innovation
                               of their vendors and their own needs ... This will lead to more, but smaller,
                                                    projects enabling the ideal of continuous innovation.”
                                                                                                    Gartner


13    August 23, 2012                                                Velocity Proprietary and Confidential
100 days ”more or less” the
       planning phase guides the way
     Planning
      Phase




     Technical
      Upgrade
       Phase




      Tools
       and
      Assets




14        August 23, 2012   Velocity Proprietary and Confidential
Technical upgrade with IBM, incl.
     the planning phase
     Pre-planning phase:          detailed work plan outlining
        a lite technical           the approach, resources,                         Technical upgrade
         assessment                    timeline and costs




                                                                                  Typical modules include:
                                                                                 general ledger, purchasing,
                                      Interviews with key
     2 - 5 week onsite planning                                                   human resources, order
                                    functional and technical
            engagement                                                             management, material
                                             users
                                                                                     resource planning,
                                                                                     manufacturing, …



                                                                                     IBM will execute the
       identify a clear set of      analysis of your custom                      necessary technical upgrade
        business objectives            objects and RICE                           activities to move from the
                                                                                    current to future state



15    August 23, 2012                                          Velocity Proprietary and Confidential
Availability, security, and control:

     CLOUD BASED UPGRADES


16   August 23, 2012                        Velocity Proprietary and Confidential
Leveraging the benefits of the
     cloud to accelerate upgrades
     General cloud benefits:




                                                                                                 provisioning
     •     Easy to deploy




                                                     elasticity
     •     Faster to deploy
     •     Pay only for what you use
     •     Less in-house IT staff/costs
     •     Monthly payments




                                                                                                 Pay-as-you-go
     •     Offers the latest functionality
     •     Encourages more standardization of IT
     •     Sharing systems and information simpler
     •     It’s the way of the future                APIs


     Source: IDC


17       August 23, 2012                                          Velocity Proprietary and Confidential
How cloud translates into faster, less risky
      upgrades

                                                        Infra-
       Staffing              Financial                                         Change                          Upgrade
                                                     structure
     • Your team doesn’t have to balance      • Infrastructure costs are spread out
       management of both the upgrade           over time. Minimizes the hit on
       and production environments              capex
     • Upgrade environment is managed
       for you by a team who has done
       hundreds of upgrades
                                                   Greater cost                        Faster time to
                      Business agility
                                                     control                              market

     • Infrastructure is provisioned more
       quickly – days versus months
                           Increased            Reduced business                      Higher service
     • Infrastructure adds are incremental,
                      productivity
       not major change events
                                                      risk                                levels
     • Move to production is faster




18       August 23, 2012                                               Velocity Proprietary and Confidential
Cloud computing means more
     flexibility for you

                                        Computing
                                        infrastructure,
                                        applications,
                                        business processes,
                                        and personal
                                        collaboration
                                        delivered to you as a
                                        service
      Wherever and whenever access



19   August 23, 2012                 Velocity Proprietary and Confidential
IBM-Velocity: Rapid Upgrade in the Cloud
       Try Before              Upgrade Environment
        You Buy

                                       IBM
          Software Sandbox


                              Business Process and
                             Configuration Expertise             Production Environment


                                    Velocity
                             Virtual Private Cloud for
                                   JD Edwards




• Accelerates time to value for JD Edwards upgrades
                                                                    Managed Application
• Decreases risks, delivering an optimized deployment for           Services from Velocity
  JD Edwards workloads
• Reduces costs and minimizes the impact on in-house resources
Benefits of selecting an
     experienced team
          Business agility


     Greater cost control



     Faster time to                Rapid
     market                       Upgrade
                                   in the
                                   Cloud
     Increased workforce
     productivity



          Reduced business risk



21   August 23, 2012                        Velocity Proprietary and Confidential
Grab a quality partner and enjoy
     the adventure to the top

                                        For more information
                                        email us at
                                        info@velocity.cc or call
                                        us on 866.638.2779.




         Thanks for attending!



22   August 23, 2012             Velocity Proprietary and Confidential

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Fast track to the 9s via the cloud

  • 1. Fast Track to the 9s via the Cloud Part of 2012 Upgrade Online Learning Series
  • 2. Today’s presenters Velocity Technology Solutions IBM Global Business Services Ward Quarles Doug McNamara director strategic national sales leader alliances / JD Oracle JD Edwards Edwards software practice solutions evangelist 2 August 23, 2012 Velocity Proprietary and Confidential
  • 3. Velocity Technology Solutions Velocity – the ERP in the cloud company – hosts and manages ERP, related applications, and disaster recovery services within its virtual private cloud environment. Aim is to lower operational costs, increasing service levels and improving software performance while reducing the burden on IT staff and enabling deployment flexibility. Our team has exceptional expertise managing enterprise software 24/7. Combined with our proprietary technology and superfast infrastructure, we increase application availability, security, and control. As a result, our customers are better positioned to accelerate enterprise growth and agility, attract and retain customers, and reduce cost, turning their ERP platforms into a strategic asset. Velocity is headquartered in New York City. www.velocity.cc 3 August 23, 2012 Velocity Proprietary and Confidential
  • 4. IBM Global Business Services IBM GBS is the professional services arm of IBM providing management consulting, systems integration and application management services. GBS is the world's largest IT consultancy service firm. Within GBS resides IBM’s Oracle® and IBM Global Business Services is JD Edwards global consulting practices. committed to your success IBM is committed to a “Right Results-Oriented through our expertise in building Approach” to every project. Our approach is driven innovative solutions, our by a commitment to delivering measurable benefits capabilities for unlocking value and results with speed and mitigated risk. in business performance, and our JD Edwards customers need the commitment of a approach to agreements that hold business partner that has “been there and done it” many times and knows how to leverage the us accountable for tangible experience to continually increase success rates, business results. reduce costs and manage risks. For over 25 years IBM has brought this wealth of experience to JDE customers. Our practice approaches every customer project with the individual attention it deserves, completing each phase efficiently in a cost effective manner. IBM is headquartered in Armonk, NY. 4 August 23, 2012 Velocity Proprietary and Confidential
  • 5. Objectives of today’s session 1. Recommend best practices for upgrading to the 9s 2. Identifying tactics to accelerate time to value for upgrades, decrease business risk, and reduce capital expenditures 3. Leverage a virtual private cloud model to reduce the impact of the upgrade on internal resources 4. Introduce IBM - Velocity Rapid Upgrade in the Cloud 5. Q&A: where are you in the process? 5 August 23, 2012 Velocity Proprietary and Confidential
  • 6. Why we’re here today: ORACLE SUPPORT TIMELINES 6 August 23, 2012 Velocity Proprietary and Confidential
  • 7. Oracle JD Edwards key support dates JD Edwards Release Premier Support Ends Date Eligible for Extended Support E1 Xe / 8.0 12/31/13 No 8.90 09/31/08 No 8.10 06/31/09 No 8.11 / SP1 12/31/09 12/31/12 8.12 04/31/11 04/31/14 9.0 09/31/13 09/31/16 9.0 Update 2 09/31/15 09/31/18 9.1 03/31/17 03/31/20 World A7.3 12/31/13 No A8.1 12/31/13 No A9.1 04/31/2012 04/31/15 A9.2 04/31/14 04/31/17 A9.2 Update 1 05/31/15 05/31/18 A9.3 03/31/17 03/31/20 Note: Always consult current policies at www.oracle.com/support 7 August 23, 2012 Velocity Proprietary and Confidential
  • 8. JD Edwards “keeps on rolling” to meet future demands Oracle JD Edwards planned product roadmap 3 1 9.1 April 2012 8 August 23, 2012 Velocity Proprietary and Confidential
  • 9. Your team must roll with upgrade cycles, too • Do we have the JD Edwards skills in house • How do we justify the cost of an upgrade? to accomplish an upgrade? • How do we sell the internal stakeholders • How will we balance upgrade demands (business, CIO, CFO) on the upgrade? with production systems management? • How can we spread out the costs? • How many resources will this project require? Infra- Staffing Financial Change Upgrade structure • Will our infrastructure support an • How will this upgrade impact our current upgrade and new production business processes? environment? • Are all key stakeholders supportive of this • Will our system perform and scale to project? support the business? • How do we keep the project on time and • Is the infrastructure flexible enough to on budget? accommodate future changes? 9 August 23, 2012 Velocity Proprietary and Confidential
  • 10. Go it alone or with an experienced team? It’s up to you! “Whether you think that you can, or that you can't, you are usually right." Henry Ford 10 August 23, 2012 Velocity Proprietary and Confidential
  • 11. Determining the optimal upgrade starting point Client requirements IBM upgrade alternatives - Keep your application suite current with the Technical upgrade latest Oracle application functionality Pros: faster entry model, reduced business - Migrate to a new infrastructure disruption - Retire legacy modifications Cons: Do not address older business processes - Redesign business processes Functional upgrade - Adopt new functionality Pros: improved solutions introduced - Replace, minimize and migrate Cons: new modules & processes increase customizations training time - Optimize on best practices - Implement both new functionality & modules Transformational upgrade - Replace, minimize and migrate “complex” Pros: can drive needed business change customizations Cons: will extend upgrade project scope - Implement organizational change 11 August 23, 2012 Velocity Proprietary and Confidential
  • 12. Factors that drive an upgrade Project Time & Cost Degree of Customization Minimal Moderate Heavy Number of Interfaces <10 20–30 >40 Number of Mgmt Reports <15 20–30 >60 Number of Countries 1 Many Reengineering Less None Selective Significant More Time $ Time Client Participation $ 60% 30% $$$ Speed of Issue Resolution Fast Slow Data Cleansing 1 TB 2 TB 5 TB Training Requirements Limited Extensive Cloud or On-Premise Limited Effort Extensive Effort 12 August 23, 2012 Velocity Proprietary and Confidential
  • 13. The 100 Day Technical Upgrade for JD Edwards defined by Oracle A technical upgrade of JD Edwards is largely scoped by the number of legacy customizations and integrations that require forward fit and testing for each JD Edwards [data] instance… push process In order to limit scope limit adoption of new improvements/redefi functionalities other limit integrations that to a technical upgrade, nition initiatives to than what is delivered can be addressed in a Oracle recommends Phase II, other than by the 9.1 Phase II project. that companies: the quick wins that enhancements and, come with 9.1 “Business applications need to be upgraded over time to let users take advantage of features in the newer versions or releases. However, businesses need to find the right balance between the speed of innovation of their vendors and their own needs ... This will lead to more, but smaller, projects enabling the ideal of continuous innovation.” Gartner 13 August 23, 2012 Velocity Proprietary and Confidential
  • 14. 100 days ”more or less” the planning phase guides the way Planning Phase Technical Upgrade Phase Tools and Assets 14 August 23, 2012 Velocity Proprietary and Confidential
  • 15. Technical upgrade with IBM, incl. the planning phase Pre-planning phase: detailed work plan outlining a lite technical the approach, resources, Technical upgrade assessment timeline and costs Typical modules include: general ledger, purchasing, Interviews with key 2 - 5 week onsite planning human resources, order functional and technical engagement management, material users resource planning, manufacturing, … IBM will execute the identify a clear set of analysis of your custom necessary technical upgrade business objectives objects and RICE activities to move from the current to future state 15 August 23, 2012 Velocity Proprietary and Confidential
  • 16. Availability, security, and control: CLOUD BASED UPGRADES 16 August 23, 2012 Velocity Proprietary and Confidential
  • 17. Leveraging the benefits of the cloud to accelerate upgrades General cloud benefits: provisioning • Easy to deploy elasticity • Faster to deploy • Pay only for what you use • Less in-house IT staff/costs • Monthly payments Pay-as-you-go • Offers the latest functionality • Encourages more standardization of IT • Sharing systems and information simpler • It’s the way of the future APIs Source: IDC 17 August 23, 2012 Velocity Proprietary and Confidential
  • 18. How cloud translates into faster, less risky upgrades Infra- Staffing Financial Change Upgrade structure • Your team doesn’t have to balance • Infrastructure costs are spread out management of both the upgrade over time. Minimizes the hit on and production environments capex • Upgrade environment is managed for you by a team who has done hundreds of upgrades Greater cost Faster time to Business agility control market • Infrastructure is provisioned more quickly – days versus months Increased Reduced business Higher service • Infrastructure adds are incremental, productivity not major change events risk levels • Move to production is faster 18 August 23, 2012 Velocity Proprietary and Confidential
  • 19. Cloud computing means more flexibility for you Computing infrastructure, applications, business processes, and personal collaboration delivered to you as a service Wherever and whenever access 19 August 23, 2012 Velocity Proprietary and Confidential
  • 20. IBM-Velocity: Rapid Upgrade in the Cloud Try Before Upgrade Environment You Buy IBM Software Sandbox Business Process and Configuration Expertise Production Environment Velocity Virtual Private Cloud for JD Edwards • Accelerates time to value for JD Edwards upgrades Managed Application • Decreases risks, delivering an optimized deployment for Services from Velocity JD Edwards workloads • Reduces costs and minimizes the impact on in-house resources
  • 21. Benefits of selecting an experienced team Business agility Greater cost control Faster time to Rapid market Upgrade in the Cloud Increased workforce productivity Reduced business risk 21 August 23, 2012 Velocity Proprietary and Confidential
  • 22. Grab a quality partner and enjoy the adventure to the top For more information email us at info@velocity.cc or call us on 866.638.2779. Thanks for attending! 22 August 23, 2012 Velocity Proprietary and Confidential