Referenced: www.p6academy.com Source: http://coll15.mapyourshow.com BBCN recently completed a migration from Instantis 8.0 to EnterpriseTrack 8.7. This session steps through the process from the initial decision to upgrade to the planning, configuration and ultimate roll out. We will discuss the factors behind the decision to upgrade to Instantis EnterpriseTrack 8.7 and, once selected, the features and settings to implement. We'll outline the process used to perform the migration and provide lessons learned that can save you time and eliminate frustration.

1. REMINDER
Check in on the
COLLABORATE mobile app
Migrating from
Instantis 8.0 to EnterpriseTrack 8.7
Prepared by:
Thomas Cutting – Volantic, Inc
John Aragon & George Van Der Veen - BBCN
BBCN’s Customer Story
Session ID#: 200960
@volantic

2. Introductions
■ John Aragon
▪ SVP Implementations Manager, BBCN
▪ Project Sponsor
■ George Van Der Veen
▪ PM, Technology Advancement Group, BBCN
▪ Administrator
■ Thomas Cutting, PMP
▪ Project & Process Lead, Volantic, Inc.
▪ Configuration & Migration

3. Agenda
■ Background
■ Upgrade Decision Process
■ Delivery Plan
■ Implementation Reality
■ Migration Migraine
■ Lessons Learned

4. Background
BBCN Bank was formed in 2012 through the merger of two similar
sized banks. The new Bank found itself with a large number of
complex technology projects and a strategic plan that held out the
possibility future bank acquisitions.
Solution needed to address:
■ Over 100 projects to be tracked – range in size and complexity
■ Organization growth requires improved project management
methodology
■ Monitoring and reporting project status using Excel spreadsheets –
▪ Difficulty sharing spreadsheets on complex projects with multiple
managers
▪ Ineffective for tracking time and progress for complex projects
▪ Periodic management status reporting of all projects very time
consuming
■ Corporate objective to implement a standardized portfolio/project
management process in line with the FFIEC IT Examination
Handbook

5. Background
Vendor evaluation and selection:
■ Q4 2012 – 3 EPPM offerings considered, Instantis hosted Version
8.0 selected
■ Q1 2013 – configuration, on-boarding, training, testing and
implementation
Production configuration designed to support project management
methodology:
■ Large, Medium and Small projects supported
■ Four-phase waterfall project structure with milestones and tollgates
■ Standard activity templates built into Instantis
■ Standard project document templates created
■ Consolidated status reporting and dashboards created
■ Project initiation information captured in Instantis
■ Project workflow (Charter -> Proposal -> Project) implemented

6. Upgrade Decision Process
■ Performance
■ Update ―Slippage‖
■ Workflow Simplification
■ Re-author of templates and roadmaps

7. Delivery Process
Design • Review current Environment
• Document To Be
Build
• Alpha in Sandbox
• Verification
• Beta on SaaS
Deploy
• Training
• Production Move
• Migration
• Turn Over

8. Implementation Reality
■ Design
▪ Mirrored 8.0 in Sandbox
▪ Identified changes to incorporate
▪ Idea and Proposal functionality
■ Build
▪ 8.0 through 8.6 error messages a challenge
▪ 8.0 could not be exported / imported to later releases
▪ Oracle upgrade SaaS new environments to 8.7 mid-build
▪ LDAP unable to use multiple directories
▪ Changes in design for Activities, Roadmaps and Resources

9. Implementation Reality
■ Deploy
▪ Move to Production Mode limited UDF options
▪ Oracle Data Center Migration
— Delayed roll out slightly
— Smooth transition, good communication
▪ Transfer projects via MS Project

10. Migration Migraine - Resources
■ Simple concept
■ Changes to
resource types,
roles, etc. made it
more challenging
■ Do-able, just time
consuming

11. Migration Migraine – Projects
■ Transfer projects via MS Project
▪ Required MS Project 2007
▪ Created MS Project enabled template to align with old project
▪ Match Text26 to Text29 to 8.7
▪ Clear Text 30 for all Activities leaving WBS structure values

12. Migration Migraine – Projects
■ Simplified most
▪ One phase for Small Projects
▪ Stripped entire project and kept only project level security code
(text30)

13. Lessons Learned
■ Get on Oracle’s radar early and communicate dates
■ Design for simplicity and grow
▪ Original environment designed well but overkill for what was
actually used
▪ Ensure the pieces are activated for future use

14. Reconfigure Mode Capabilities

15. Volantic Consulting Services
Strategic
Consulting
• Assessments
• Requirements
• Roadmap
Training
• On site
• Virtual
• On Demand
Implementation
• Processes
Optimization
• Change
Management
• Installation
Technical
• Integration
• Cloud
Management
• Custom Apps
We see the world in three colors: Black, White and Oracle®

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evaluation
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