2. Presentation
Oracle ERP Lifecycle
Increase the odds for successful
implementation using HP Software
Solutions
John Hoskins
Quality Assurance Manager
Andre’ Watkins
Quality Assurance Analyst
3. Speaker Introduction
Who are we?
Responsible for testing activities at Panduit Corp for all ERP
systems.
Career summary
John Hoskins - 20 years of service with Panduit.
Experiences include – Programmer, System Application
Analyst, and Manager for distributed Warehouse
Management Systems. Currently, the IT QA Manager.
Team Leader that deployed WMS systems Worldwide.
Andre’ Watkins - Over 20 years IT experience. Concentration
in Computer Operations, Applications Programmer, Radio
Frequency Application Developer and Application System
Analyst for Warehouse Management Systems. Currently,
Quality Assurance Analyst.
4. Identity
Leading, world-class developer and provider of
innovative electrical and
networking solutions and services
Privately held company, in existence over
50 years, 500 million sales, 3500 employees,
100 IT employees, focusing on the needs of
our customers, not Wall Street
Continually applying technology advancements
to solutions
and services
5. Business Drivers
Invest in research and development to
deliver leading-edge solutions
Partnerships with technology leaders
to enable deployment
Innovation, Quality, and Services
Business model focused on earning
customer preference
6. Business/IT Challenges
Business/IT Challenges and Goals
Data Visibility throughout the organization
Organizational visibility of system status
worldwide
Systems availability 24x7
Deliver software changes quickly
Faster Global Response time
Patch Cycle Reduction
7. Oracle E-Business Suite
Why Oracle
Oracle
Best in class
Deliver software changes quickly
Visibility throughout the enterprise
Configurable
Panduit Environment
Package Shop, Single Global Instance, 24x7, 11.5.10 Version
E-business 1997 Financials, Manufacturing & OTC in process
8. Application Lifecycle Challenges
Deployment Upgrade
Patch
ReleasesMinor
Releases
New Fct.
Deployment
New Fct.
Deployment
Project Risk
Risk & Impact of Change
Performance and Availability
9. Challenges During
Deployment/Upgrade Process
Implement World Class Test Process
Reduce Risks for Implementation
Increase Test Script Coverage of System
Achieve Zero Defects
Minimize System Downtime
Reduce Manual Testing
Reduce Manual Patching
Reduce Cost for Testing
41 Manual Test Scripts; 3334 Pages; 32,100 Detailed Check
Points
Test Time 220 hours; Test Duration of 2.5 Weeks with 2
Resources
Reduce Resources Required for Testing
Streamline Complex Instance Preparation
10. Challenges During Minor Release
Changes
Reduce Impact of Change
Assessment of Change Impact
Scheduled or Emergency Change
Determine the Complexity of the Change
Identify Resource Availability
Subject Matter Experts (SME), Information Technology
(IT), Database Administrators (DBA)
New Issue Identification and Resolution
Change Management Notification
Adjustments for Changes Missed
When to Code Freeze
Repeat Process Until No Issues – built two week buffer
Post Install Certification Errors
Did Change Effect Response Time
13. Lifecycle Solutions from HP Software
at Panduit
Deployment Upgrade
Patch
ReleasesMinor
Releases
New Fct.
Deployment
New Fct.
Deployment
Business Availability Center
Business Process Monitors (EUM)
SiteScope
HP Manages Software Solutions
Quality Center
QuickTest Professional
14. QTP HP Software Solutions
Test Scripts
Quick Test Professional (QTP)
Key Word & Expert View
Business Process Automation
Automated 21 Scripts
Automated Additional Test Cases
15. HP Software Solutions
Repository
Quality Center
Business Components – Smallest Reusable Unit
Test Plan – A serial flow of business components
Test Sets – A series of test cases define a business
process flow.
Requirements – Area where the process can be
documented.
Defects – Tracking Application
16. EUM HP Software Solutions
End User Management
BAC – Data Manager
BPM – Controlled, repeatable and consistent transactions
from multiple locations
40 Transactions, 18 Points of Presence (POP), 11 Profiles
SiteScope – Agent-less designed to ensure availability and
performance of distributed IT infrastructures.
Oracle Solution Template – Database Monitoring Devise
Monitoring 31 groups
Heartbeat – Monitors Points of Presence for Activity
HP Management System – Setup Dashboard, Response
times reports, etc..
18. − 24x7 application
management
− 24x7
web and phone
support
Operations
− Named technical
account manager
− Ongoing training
and mentoring
− Best practices
− Application
configuration
Expertise
− Storage
− Database
− Web server
− Application
server
− Security
− Upgrades
− System backup
Infrastructure
Managed Software Solutions deliverables
HP Software Managed Software Solutions
19. Why do customers choose
Managed Software Solutions?
Customer Pains
• Business critical need for
solution
• Lack of available, trained
resources
• Lack of ready to deploy
infrastructure
• Lack of operational best
practices
• Need to focus on business
initiatives
• Achieve fast time to value
– Pre deployed infrastructure
– Applied team of experts
• Reduce risk of deployment
– Guided implementation
– Ongoing mentoring
• Enables IT resources to
focus on business benefit
– Managed deployment and admin
• Ability to transition in-house
when ready
MSS Solution
20. Fastest time to value
Day 0 Day 20 3 Months Ongoing
Pre-deployed system
ready
Customized
configuration
complete
Value
Traditional
implementation
Managed Software
Solutions
Installation
complete
Ongoing mentoring
continually
drives value
21. Customer
applicationCustomer
users
5. Analyze data
HP Environment
Monitors
4. Executes scripts
and sends data
Customer Environment
2. Drives
implementation
Technical
account
manager
Center owner
1. Sets goals
6. Mentors
(ongoing)
Managed Software Solutions workflow
Application
engineer
3. Scripts business
processes
Network
operations
center
IT engineers
7. Maintain center
infrastructure
Center of
excellence
22. Managed Software Solutions Overview
•18 Private Business Process Monitors, each with SiteScope, distributed
across 5 continents
•Base configuration completed within 1 month
•Current State - 40 transactions, 11 Profiles, 9 Custom reports, 33 Trend
Reports, 13 Scheduled Reports, 3 Alerts, and over a dozen Dashboard
views
23. EUM HP Software Solutions Results
EUM Results
Established a Response Time Baseline
Proactive When Probes Fail
Automatic Email Notification and Paging
Dashboard View
Troubleshooting Tool – System Spikes
Monitoring of System Infrastructure
Cost Avoidance of System Downtime
Met Service Level Agreements
24. QC/QTP HP Software Solutions
Results
QC/QTP Results
40% Reduction of Manual Testing
78% Reduction of Man-Hours Due to Test Script
Automation
Test Duration Reduction
From 2.5 to 1.5 weeks with 2 resources
Target Further Reduction to 1 week in 2007
Shorter Deployment Window
Migration to Scheduled Quarterly Patching
No System Downtime After Go Live
No Unscheduled Downtime for the Last Six Months
25. Summary - World Class Service
Summary
World Class Companies – Oracle, HP and Panduit
Oracle Application – Visibility Throughout the
Enterprise and Ability to Implement Changes
Quickly
HP Software Solutions – Successfully Manages
Our Application Lifecycle
Panduit Corp – Competitive Edge for Delivering
Quality Products and Services to Our Customers
PANDUIT is a leading developer and provider of innovative electrical and networking solutions and services.
As a privately held company, PANDUIT has been in business for over 50 years. We have sales of 500 million dollars, over 3500 employees and over 100 IT employees that have freedom to make decisions that meet our customers needs.
We do not worry about satisfying Wall Street.
We leverage and apply the latest technologies to develop and manufacture solutions that create competitive advantages for our customers.
PANDUIT is very customer-centric. Our customers are our partners, our top priority. It is this vision, this philosophy that guides our business model.
All our processes, procedures and policies are established to improve service to our customer to earn their preference
We are dedicated to innovation, quality and service. It is the foundation of our business model, and drives everything we do from product development, to manufacturing, to customer service and technical support.
Panduit invest 2-3 times more in research than our competitors
Panduit is an End to End Manufacturer of Network Systems
We partner with world-renowned technology companies, whose expertise and solutions complement the products and solutions we offer to our customers. Through collaboration, we develop and deliver, tested, proven solutions based on the latest technologies.
Lets begin
We have/had Several Challenges facing us - we wanted:
Visibility throughout our organization – Management wanted to approach visibility on two fronts – with one source of the truth.
1) Management want worldwide system status - are the systems(database) and networks up and running.
2) Management want one source of the truth for data viewing. They did not want Excel sheets downloads and data being massage then presented to them.
Management and SME currently have limit visibility into the information of different business groups.
Ex. When a customer contacts our CS Dept. to inquiry about their order, the CS Dept. cannot see the status of the order being processed in the warehouse.
Management needs visibility throughout the enterprise to make business decisions to correspond with the shifting markets. (Note: can elaborate further if you like)
Systems avail 24 x 7 – With our manufacturing units scatter across the world when it’s 12:00 midnight CST it’s one in the afternoon in Singapore. System must be available 24x7.
We want to move to Centralize system -
Distributed warehouse system exist now and there major cost saving to centralize.
Why – No need for 20 experts in operations worldwide
No need for 20 places doing backups, restores and other systems configuration when software changes or updates. That can be a nightmare to try to coordinate. We will talk more on that.???? – Core businesses applications calls for changes to be made several times throughout the year and to do that at many sites would be a challenge.
Deliver Software changes quickly – I will touch on this point again. The markets changes are rapid we must have software that can change just as quickly.
User Global Response time – Users have service level agreement requirements. We needed to know what the average response time was and how it compared to the user requirement.
Patch Cycle Reduction – Reducing test time is a major factor to getting critical apps to production with no errors.
We have a boat load of challenges – the above is the short list. Other challenges include -
We are trying to get to Utopia - with 100 PPM Error Rate …
We have to get procedures in place for Testing Life Cycle
We have to reduce the time it takes for us to test
System Performance Monitoring
System patching/updates reduction
I mean the list is actually endless but for this presentation it was abbreviated.
Management concluded to meet our challenges we needed to implement a Enterprise Management System
Can anyone tell me why ? – pass out a gift for the correct answer.
And we need to put in place processes to manage the ERP.
We turned to two leaders in the industry.
For ERP we selected
The company is the world’s leading supplier of software for information management and the world’s second largest independent software company
With Oracle changes are rapid compared to legacy systems where changes to code and upgrades were long and cumbersome.
The system is integrated and users of the system can track orders from production to shipments.
The system is highly configurable through profiles and workflows which reduce the need for customization. This option is a welcome addition for the constant changes in the market
To give an example we are bring a new manufacturing division online. Mexico. All we have to do is setup the organization, copy parts from another organization, setup the supply chain and some more users changes – the biggest thing is no programming changes.
Reduce our expenses ( One example ) cut down on redundancy of hardware with the legacy distributed system
Automate many of manual tasks – and freed our employees up to concentrate on the 80/20 rule - top 20 % of problems will resolve 80% of the issues.
Note May want to give an example of how Oracle automate manual tasks or another example of employee productivity.
Panduit Environment
We are one package shop with little customization
A single global instance.
We have and needed availability 24 x 7. The main reason for this was – before I comment are there any financial professional in the audience.
I hope I don’t offend anyone. Once our core business applications (MU & later OTC) were moved over (we already moved some of the financial legacy systems ) – we could not afford any downtime. If we couldn’t service our external customers and earn their preference because the system wasn’t available…the entire organization would feel the pressure.
We have become so efficient that we have 4 scheduled downtimes per year. Will comment more on this later
We are currently on 11.5.10 with database version 9.2.0.5. We are running on a Unix server using 11i operating system.
E-business begin in 1997 replacing the legacy financials. Procurement and HR quickly followed
With the Manufacturing deployment. We have 10 divisions installed with 3 remaining. We installed within budget and time.
Oracle Order to cash is in process. We will be rolling it out 3rd quarter.
Although, we had a major success with the Manufacturing Module it didn’t go without challenges.
Next slide graphically display the application lifecycle challenges.
Risk of the project – the business process need to work as expected
The process that an application goes through is depicted on this graph
1st there is deployment – and under deployment there are tasks such as project design, putting in repeatable document processes, testing system functionality and finally implementation.
In between project conception and implementation there are multiple steps, CRP1, instance preparation, development – CPR2, CPR3 testing , UAT, change management - then go live. Even then before the users see the system – there is a small mini-test to make sure things are right.
Testing is the major challenge under deployment - We use several resources: and ofter have to refer to the SME’s when issues occurs.
Requirements Coverage?
Click mouse to animate
Focusing on the middle portion of the graph New functions, minor releases and patch releases – Those are the risk of changes and with this risk is a risk of downtime.
Thorough testing is paramount to alleviate downtime.
We have experienced changes in one area of the system that could affect another. We control these changes by minimizing when we add them to the system.
When changes to the system take place we do a full regression test (I.e. we test the entire functionality of the system)
During regression testing we look to see if the change worked, current functions still works and system performance did not degrade.
Meanwhile, other processes should be in place to measure response times. To compare response times of course you must establish a benchmark. With the benchmark a baseline is establish.
A baseline was needed to substantiate that changes to the system did not impact the baseline
Testing - a repeatable process was needed to test the functionality of the system.
Testing must be done to make sure the change to the system will not effect the baseline.
Click the mouse
Upgrades are not a welcome tasks. Customization are easily comprised with this process. We do perform upgrades - we went from 11.5.9 to 11.5.10 within the last two years.
So how do we minimize these risks?
The bottom line is the business process must work as expected.
To mitigate this risk - extreme disciplines have to be in place.
New functions, upgrades, patches are all challenges to insure the project goes into production with no issues.
This slide depict the challenges during deployment & upgrades
We have 41 scripts the time it takes to test is over 2 weeks using 2 resources
2 full time testing specialist,
and an analyst on occasion
also pull in other resources.
It takes about 2 and a half weeks to test
At a cost of $ 18,500 – 32,000 a test
We need to reduce the resources required for testing
We have a goal to streamline complex Instance preparation
Other challenges are:
Reducing the risks for implementation
Achieve Zero Defects
Minimize System Downtime
Reduce Manual Testing
Reduce Manual Patching
The risk & impact of change and the system performance & availability has it’s own challenges:
There is assessment of the change impact - someone was perform that tasks –
Is the change
Schedule or emergency. Is it complex (foundation) or modular.
Will resources be availability – probably can say more here
If new issues are found how long for root cause analysis
…do we want to touch on each bullet point?????????????????
The list is probably not conclusive.
Will the the change effect performance and system availability.
We all hear the term Murphy’s Law –
Sir/Ms. Can you tell us what it is – yes you are right – give that person a gift – click on next slide
Right ..Man getting struck by lightning….graph …just a 15 second visual.
Everyone point on our graph
Best of Breed – they are the leader in the market for test automation
Aligned with Oracle – that means they can support us very well because they have an Oracle Add-in that integrates to the Oracle Apps.
Support environments such as Windows, Visual Basic, Terminal emulations and others.
Panduit use HP to Mitigate our risks:
We use quality center & QTP
We use BAC, BPM(EUM), Site Scope & Hp Management System
I’m very happy to display this slide – This slide is not only an endorsement for HP – It helped to solidify my teams existence at Panduit. Management was very please to see these numbers.
We got an immediate return on our investment – look at the numbers.
We reduced implementation errors because we took the human error rate out of the process.
We should have numbers here???????
QTP Is HP scripting tool for automation
There are two options for automation
Keyword view allowed for a novice developer without extensive IT background to create business components
Under the Expert View a more technical person is needed. It’s possible to have a non IT person use the expert view but they have to master VB script. At least someone with the understanding of VB script.
We have two automators in the QA group and an analyst.
All scripts that were created in-house do not use the expert view.
We have some Accelerators that used the expert view.
Kamal under 9.0 version of QTP is the expert view still an option? – Give him a gift.
Quality Center is the repository to store and organize the scripts.
Quality Center organization structure was intuitive
(i) We organized our scripts by projects, releases and modules.
(ii) We created components, test cases and test sets and placed them in their respective directories inside QC.
(iii) We used the scheduler to submit test sets during non business hours.
We are not using requirements and defects application at this time.
Publish Code freeze date – Date is to notified developers unit testing is coming to an end.
Approve list of code changes
Copy Production System to test instance
Applied changes to Test Instance
Backup Test Instance
Test Scripts are demoted – We use a separate Application Repository for version control
Resources are Assigned
Test are Executed – all manual test in the beginning
Document test issues and Notifies Team
After resolutions repeat process until no errors.
We put those process in place to help. But there is a thing call Murphy’s Law – I’m sure everyone knows – Sir/Ms. Can you tell the group what Murphy law is : (give out a gift)
Background on end users management – it is a tool that simulates users performing Oracle transactions.
It is broken down to the Business Process monitors located on 18 pc’s worldwide. We call the pc’s probes.
Business Availably Center is the repository of the data sent by the probes
Site Scope - in a word is a monitor - that can capture data on practically any network device and pc’s.
Oracle Solution Template is another monitoring device. This one monitors the database.
(a) We are monitoring 31 groups in the solution template. (Ex:
(i) Long Table Scans Percentage,
(ii) Total Dictionary Cache Hits and Misses
(iii) Default Buffer Pool Busy Wait Ratio) and there are many, many more.
(1) We are still in the novice stage of gathering and dissecting the info we are receiving from the Oracle Solution Template – Can offer details here.
Once again, by not being on the operations side I cannot give more detail.
I’m not strong on the details because I am not on the operation side. Since resources to pull this together were scarce we had HP put it together for us. They setup the dashboard in BAC and created reports that showed best and worst performers and a host of other setups.
Note that the Center of Excellence infrastructure is hosted by HP. HP provides all the necessary infrastructure – servers, database, Center application software in a high-availability, highly secure environment. It is pre-built, optimized and ready to be leveraged immediately by the customer. HP on-site consultants may assist with installation of local monitors, injectors or integration with local systems.
1. The customer Center Owner works with the dedicated Technical Account Manager to define application management strategy based on IT and business requirements.
2. The Technical Account Manager drives the implementation based on the customers objectives and creates a detailed project plan for testing automization, performance testing and/or performance and availability management.
HP Performance Engineers may script the business processes or a Customer Performance Engineer may assist (For Business Availability Center, HP performance engineers create and run scripts to emulate real users. In Performance Center, HP performance engineers will create and run scripts for 2 applications and coach the customer performance engineers on scripting best practices and troubleshooting scripts. In Quality Center, Customer performance engineers will create scripts and test plans with HP QuickTest and business analysts will build test scenarios with HP Business Process Testing. )
For Business Availability Center, Business Process Monitors execute scripts and send data to the Central Repository in BAC. Other monitors located internally (SiteScope, Real User Monitor, Client Monitor), collect metrics and send them back to the Central Repository. There are also more than 80 points of presence (POPs) located globally to monitor Internet-accessible applications. For Performance Center, injectors drive load against the customer application and send the data back to the central repository. These injectors can be located in the customer environment or for external-facing application in HP’s remote load farms. For Quality Center, the engine performs tests against the customer application to test the functionality of the application and reports defects back to the central repository.
Customer users can access their reports and KPI dashboards via a Web-interface.
6. HP MSS Technical Account Manager provides ongoing mentoring and knowledge transfer to enable customer to migrate in-house, if desired.
7. HP MSS’ Network Operations Center provides Tier 1 support to the customer and with the IT Engineers maintains the Center of Excellence infrastructure 24x7.
By using EUM products we were able to make improvements –
We established a response time baseline.
We are able to detect if a change to the system affected the response time. Once again identifying problems before they went into production.
We were able to notify the proper people when the probes failed or were out of tolerances. HPMS helped us establish those tolerances. We receive email alerts when the probes fail and often times we know an issue exists before the user community.
We use this tool to help us troubleshoot. We noticed increased response times during certain periods of the day. We contacted database, and network personnel to investigate. Together they were able to determine root cause.
Root cause here was a concurrent task that business objects was running. This task was eating up all the resources.
Management reviews the BAC reports and gives goals based on output to improve productivity.
Ex. There are response time goals of one second (?). Management challenged network and Database groups to optimize the system.
Response time numbers were decreased – There was a major investment in the Network Infrastructure before rollout began based on stats gathered from BAC.
We haven’t obtained the number on Hard Cost Savings
We do know that we have cost avoidance of system downtime. If the warehouse is down we are losing anywhere from 10000 – 30000 dollars a hour. Not to mention the lost opportunity cost of not processing orders, payments, sales quotes and the list goes on.
We now a shorted deployment window
We can control our patch cycle to 4 times a year. Why? Because we are not introducing new errors into production once patches are installed.
No system downtime after go live
Virtually no errors after go live
Prior to HP – We would patch then patch again to fix issues.
Notification of probes degradation
We are now monitoring the system infrastructure – the servers, routers, databases, CPU’s etc.. Again we are in a proactive state.
Service level agreements - ??????
The last bullet point we are very proud of – no unscheduled downtime for the last six months
– question for gift base on length of test reduction
Two world class vendors were selected to meet our business goals -Oracle & HP
Oracle Applications allowed us visibility throughout the enterprise and the system is configurable for rapid market changes.
HP products were key to reducing issues in production
HP products allowed us to be proactive with resolving issues
HP products allowed for us to have great success with our Manufacturing implementation
Oracle & HP helped Panduit Corp. to maintain our edge for delivering quality products and services to our customers.