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8.0 to 9.0 – Lessons Learnt

         Brent Coutts
    Coopers Brewery Limited



           The most comprehensive Oracle applications & technology content under one roof
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




                    The most comprehensive Oracle applications & technology content under one roof
Our Products




  The most comprehensive Oracle applications & technology content under one roof
Our Market Share
100                     96.2%
 90
 80
 70
 60
 50                                                            Coopers Brewery
 40                                                            Competitors
 30
 20
 10    3.8%
  0
      Australian Beer Market



                The most comprehensive Oracle applications & technology content under one roof
Brew Floor




 The most comprehensive Oracle applications & technology content under one roof
Brewery Entrance




    The most comprehensive Oracle applications & technology content under one roof
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


                  The most comprehensive Oracle applications & technology content under one roof
Executive Summary
• Overall a successful implementation
• Small project team
• Changes in JD Edwards functionality caused
  issues
• Third party software stability and service




                  The most comprehensive Oracle applications & technology content under one roof
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)

                    The most comprehensive Oracle applications & technology content under one roof
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

                    The most comprehensive Oracle applications & technology content under one roof
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


                   The most comprehensive Oracle applications & technology content under one roof
Business Case
•   Risk minimisation
•   General feeling of being “left behind”
•   Ageing infrastructure
•   Licensing costs (particularly for DR)
•   Existing Oracle instance on Windows




                     The most comprehensive Oracle applications & technology content under one roof
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



                     The most comprehensive Oracle applications & technology content under one roof
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



                    The most comprehensive Oracle applications & technology content under one roof
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


                 The most comprehensive Oracle applications & technology content under one roof
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


                     The most comprehensive Oracle applications & technology content under one roof
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


                    The most comprehensive Oracle applications & technology content under one roof
Forms Development
•   New version of Create!Form v7
•   Every form and script to be converted
•   Estimate 25% of project cost
•   Licensing during upgrade




                     The most comprehensive Oracle applications & technology content under one roof
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



                   The most comprehensive Oracle applications & technology content under one roof
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



                  The most comprehensive Oracle applications & technology content under one roof
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..


                    The most comprehensive Oracle applications & technology content under one roof
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)


                   The most comprehensive Oracle applications & technology content under one roof
What Went Right
•   Retrofitting modifications
•   Infrastructure
•   Data conversion
•   CNC overall
•   Integrations
•   Waiting for right Tools release



                      The most comprehensive Oracle applications & technology content under one roof
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




                   The most comprehensive Oracle applications & technology content under one roof
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



                   The most comprehensive Oracle applications & technology content under one roof
What’s Next?
• Unlocking standard functionality
  – Pricing
  – Advanced preferences
• SOA
• Pilot BI Publisher




                       The most comprehensive Oracle applications & technology content under one roof
Questions?
• Feel free to contact me at:
  – brent.coutts@coopers.com.au
• Reference visits no problem




                   The most comprehensive Oracle applications & technology content under one roof

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JD Edwards & Peoplesoft 1 | Brent Coutts | Coopers.pdf

  • 1. 8.0 to 9.0 – Lessons Learnt Brent Coutts Coopers Brewery Limited The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 3. Our Products The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 5. Brew Floor The most comprehensive Oracle applications & technology content under one roof
  • 6. Brewery Entrance The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 8. Executive Summary • Overall a successful implementation • Small project team • Changes in JD Edwards functionality caused issues • Third party software stability and service The most comprehensive Oracle applications & technology content under one roof
  • 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) The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 12. Business Case • Risk minimisation • General feeling of being “left behind” • Ageing infrastructure • Licensing costs (particularly for DR) • Existing Oracle instance on Windows The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 18. Forms Development • New version of Create!Form v7 • Every form and script to be converted • Estimate 25% of project cost • Licensing during upgrade The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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.. The most comprehensive Oracle applications & technology content under one roof
  • 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) The most comprehensive Oracle applications & technology content under one roof
  • 23. What Went Right • Retrofitting modifications • Infrastructure • Data conversion • CNC overall • Integrations • Waiting for right Tools release The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 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 The most comprehensive Oracle applications & technology content under one roof
  • 26. What’s Next? • Unlocking standard functionality – Pricing – Advanced preferences • SOA • Pilot BI Publisher The most comprehensive Oracle applications & technology content under one roof
  • 27. Questions? • Feel free to contact me at: – brent.coutts@coopers.com.au • Reference visits no problem The most comprehensive Oracle applications & technology content under one roof