1. 8.0 to 9.0 – Lessons Learnt
Brent Coutts
Coopers Brewery Limited
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2. 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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3. Our Products
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4. Our Market Share
100 96.2%
90
80
70
60
50 Coopers Brewery
40 Competitors
30
20
10 3.8%
0
Australian Beer Market
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5. Brew Floor
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6. Brewery Entrance
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7. 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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8. 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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9. 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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10. 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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11. 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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12. 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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13. 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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14. 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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15. 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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16. 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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17. 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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18. 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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19. 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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20. 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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21. 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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22. 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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23. What Went Right
• Retrofitting modifications
• Infrastructure
• Data conversion
• CNC overall
• Integrations
• Waiting for right Tools release
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24. 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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25. 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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26. What’s Next?
• Unlocking standard functionality
– Pricing
– Advanced preferences
• SOA
• Pilot BI Publisher
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27. Questions?
• Feel free to contact me at:
– brent.coutts@coopers.com.au
• Reference visits no problem
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