3.13 ponder

Planning for a Successful Siebel Upgrade Robert Ponder Ponder Pro Serve rponder at ponderproserve.com 770.490.2767

About Me – Robert Ponder ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Upgrade Siebel? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Upgrade or Reimplement? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Reimplementation Example ,[object Object],[object Object],[object Object],[object Object],[object Object]

Upgrade Example - Demo System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Reimplementation/Upgrade Flowchart ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Going Back To OOTB vs. New Free Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Siebel Upgrade Overview – Two Things Happen ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Siebel Upgrade Steps – Manual and Automated ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Live Demo – Running the Upgrade ,[object Object],[object Object],[object Object],[object Object]

High Level Siebel Upgrade Phases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Automated Siebel Upgrade Processes Yes Yes Yes Upgrade Custom Database Schema (upgphys) Only runs here Tools Merge, Post Merge Utilities, Generate EIM Processing Columns, Resolve Merge Conflicts Yes Yes Yes Upgrade Siebel Database Schema (upgrep) Only runs here Prepare for Production Upgrade Production Production Test (QA) Development Step

Things You Might Not Have Known About The Siebel Upgrade ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How Long Will My Upgrade Take? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Two Nearly Identical Upgrades – Two Vastly Different Timelines Fixed existing bugs, returned to OOTB, added new features No way – are you kidding? Fix existing bugs, return to OOTB and add new features Do things right but still save time and $ Limited budget and limited time Theme Highly complex, eScript, interfaces, reports, etc. Highly complex, eScript, interfaces, reports, etc. Customization 6 -> 7.8 6 -> 7.7 Version $750K $250K Cost 9 Months 4 Months – world record 6x upgrade Timeline Upgrade 2 Upgrade 1 Attribute

Factors That Influence Your Time ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Upgrade Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Development Upgrade ,[object Object],[object Object],[object Object],[object Object]

Development Upgrade Expectations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

QA Testing Time ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Production Upgrade and Rollout ,[object Object],[object Object],[object Object],[object Object],[object Object]

Other Tasks To Consider ,[object Object],[object Object],[object Object],[object Object]

Planning Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Upgrep Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Tools Merge Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Dev Upgrade Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

QA Upgrade Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object]

Production Upgrade Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Questions and Answers ,[object Object],[object Object]

3.13 ponder

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