Phase Tasks / Activities From Date To date Owner

Project KickOff - Meeting Week1 - Day1 Week1 - Day1 Onsite PM

Define the Assessment Objectives, Deliverables and
Timelines Week1 - Day1 Week1 - Day1 Onsite PM
Boot Camp Sessions (Fin) Week1- Day2 Week1- Day2
Onsite PM /
Offshore
Functional
Boot Camp Sessions (CRM) Week1- Day3 Week1- Day4
Onsite PM /
Offshore
Functional
Boot Camp Sessions (Proc & OM) Week1- Day5 Week1- Day5
Onsite PM /
Offshore
Functional
Conduct workshops & discuss new functionalities in R12
(Fin) Week2 - Day1 Week2 - Day1
Onsite PM /
Offshore
Functional
Conduct workshops & discuss new functionalities in R12
(CRM) Week2 - Day2 Week2 - Day3
Onsite PM /
Offshore
Functional
Conduct workshops & discuss new functionalities in R12
(Procurement) Week2 - Day4 Week2 - Day4
Onsite PM /
Offshore
Functional
Conduct workshops & discuss new functionalities in R12
(OM) Week2 - Day5 Week2 - Day5
Onsite PM /
Offshore
Functional
Evaluaton R12 changed/additional functionalities w.r.t
critical functionalities in different areas Week3- Day1 Week3 - Day3
Onsite PM /
Offshore
Functional /
Offshore DBA
Access granted to Client Dev Instance for Consultants
Offshore/Onsite Week1 - Day1 Week1 - Day2 Onsite Technical
Install xpres tool and take a snapshot of Client 11.5.10 Week1- Day2 Week1- Day5
Onsite Technical /
Offshore DBA
Install xpres tool take a snapshot of R12 on R12 instance Week1- Day2 Week1- Day5
Offhsore
Technical /
Offshore DBA
Generate Repository of Xpres tool Week1- Day4 Week1- Day5
Offhsore
Technical /
Offshore DBA
Identify Client's testing requirements for custom
components as well as process testing Week3 - Day2 Week3 - Day2
Offshore
Functional /
Onsite Technical
Discuss with Client on sample critical reports and
Discoverer Upgade Week1 - Day3 Week2 - Day5 Onsite Technical
Understand different types of components to be tested
and identify the criticality Week2 - Day1 Week2 - Day5
Offshore
Functional /
Onsite Technical
Carry out detailed R12 Assessment of All the Business
Process based on the discussions Week3- Day4 Week3- Day5
Onsite PM /
Offshore
Functional
Evolve Phase
Explore
and Envision
Phase
Assess the benefits of R12 against the risks and issues of
going to R12 Week3- Day4 Week3- Day5
Offshore
functional /
Offshore
Technical
Conduct Follow On sessions with Client SME on Open
Items Week3- Day4 Week3- Day5
Onsite PM /
Onsite Technical
Cataloging and Report Generation from xPres tool Week3 - Day 4 Week3 - Day5
Onsite Technical /
Offshore
Technical
Analysis of Impacted objects and checking the
package/object level issues Week3- Day4 Week3-Day5
Onsite Technical /
Offshore
Technical
Identifying the critical changes to be done to make the
objects R12 compatible Week3- Day4 Week3-Day5
Onsite Technical /
Offshore
Technical
Internal Review of impacted list and possible changes Week3- Day4 Week3-Day5
Onsite Technical /
Offshore
Technical
Estimate the cost & timelines for Reports upgrade
(Discoverer) Week3 - Day4 Week3 - Day4
Offshore
Technical
Present the impact and cost estimation to Client for
discoverer upgrade Week3 - Day5 Week3 - Day5
Onsite PM,
Onsite Technical
Preparation of Timelines & Cost estimates for R12
Upgrade/Re-implementation Week4 - Day1 Week4 - Day3
Offshore
Functional
Preparation of Support proposal for Client Week4 - Day1 Week4 - Day3
Offshore
Functional
Preparation of Transition methodology for Client Week4 - Day1 Week4 - Day3
Offshore
Functional
Review of impacted list and possible changes Week4 - Day4 Week4 - Day5 Onsite Technical
Rework on high level changes and estimate the porting
effort Week4 - Day4 Week4 - Day5
Offshore
Technical
Prepare the final Recommendations Upgrade Vs
Reimplementation Week4 - Day4 Week4 - Day5
Onsite PM /
Offshore
Functional
Prepare the Timelines and budgetary Cost estimate for
R12 Upgrade Week4 - Day3 Week4 - Day5
Onsite PM /
Offshore
Functional
Prepare the budgetary Cost estimate & proposal for
Support Week4 - Day3 Week4 - Day5
Onsite PM /
Offshore
Functional
Prepare proposal for Support & Transition Approach Week4 - Day3 Week4 - Day5
Onsite PM /
Offshore
Functional
Recommend
Phase
Evolve Phase
Final Presentation & Submission of Proposal Documents
to Client for the following:
1) Final list of Impacted Components
2) Final list of Impacted Business Processes
3) Recommendation to Client on Upgrade Vs Re-
implementation
4) Proposal for R12 Upgrade (Timelines & Cost)
5) Proposal for Support for Client (Duration & Cost
estimates)
6) Presentation on Support & Transition Approach for
Client Week5 - Day1 Week5 - Day5
Onsite PM /
Onsite Technical
Recommend
Phase
Client - SME Time requirements Documentation required / Prerequisites
Client SME, Oracle On-demand
Team ( 1 hrs)
Client Team (1 hrs) Project Plan for Assessment & Planning phase
Client SME (2 hrs) Boot Camp presentation
Client SME (5 hrs) Boot Camp presentation
Client SME (2 hrs) Boot Camp presentation
Client SME (3 hrs) Draft document on relevent R12 functionalities
Client SME (6 hrs) Draft document on relevent R12 functionalities
Client SME (2 hrs) Draft document on relevent R12 functionalities
Client SME (2 hrs) Draft document on relevent R12 functionalities
Client SME for functionality
confirmation (1 hr/day)
1) System Appreciation Document(s)
2) Application Ticket Summary
Oracle On-demand team to
provide 11.5.10 instance and
required permissions
Client SME on discoverer (2 hrs) Sample critical discoverer reports
Client SME, Oracle On-demand
team ( 4 hrs in total)
Impacted customizations list and suggested changes
Client PM, Client SME for
discoverer (2 hrs)
Impact analysis document, Cost estimation and timelines for
discoverer upgrade
Client SME (5 hrs) Impacted customizations list and suggested changes
Client SME, IT Application
Managers ( 6 hrs in total)
Delivery Method Deliverables
Meeting with all Client stake-holders
Meeting with
Client Project Managers
Final Project Plan for the 5 weeks Exercise
Client resource time requirements
Session conducted by Offshore
consultants Boot Camp session in Finance modules
Session conducted by Offshore
consultants Boot Camp session in CRM modules
Session conducted by Offshore
consultants Boot Camp session in Procurement, OM modules
Workshop session
Reference document on relevent R12
functionalities
Workshop session
Reference document on relevent R12
functionalities
Workshop session
Reference document on relevent R12
functionalities
Workshop session
Reference document on relevent R12
functionalities
Reference document on relevent R12
functionalities
Discussion with Client SME
Discussion & List of critical reports and approach
for Discoverer Upgrade
Meeting with Business users
Discussion on impacted functionalities & possible
enhancements using new R12 functionalities.
Meeting with Client
Presentation to Client on Cost estimation and
timelines of discoverer upgrade
Discussion with Client SME
Discussion with Client on Final list of Impacted
Components/Business Processes & Solution
Options
Presentations to Client SME's
1) Final list of Impacted Components/Business
Processes & Solution Options
2) Upgrade vs Re-implementation
recommendations
3) For Upgrade (Technical/Functional) process
4) Project Implementation Timeline and Cost
estimates
6) Proposal for Support and Maintenance road map