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R12 --- A Big Step Forward

Prepared for NorCalOAUG

January 17, 2008

Partnership for Success

October 12, 2007

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2 10/12/07Proprietary and Confidential

About Xsigo

About NaviSiteXsigo Project Objectives & Decision Process

Scope of the Project

Implementation Approach

R12 Features

What Worked Well

What Did Not Work So Well

Upgrade ConsiderationsSummary

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About Xsigo

Founded 2004

Location:

Sunnyvale, CA

Funding

Kleiner Perkins,

Greylock Partners,

Khosla Ventures

Juniper Networks

Board members include:

Ray Lane: Former President, Oracle Mark Leslie: Co-Founder, VERITAS

Vinod Khosla: Co-Founder, Sun

Ashok Krishnamurthi: Founding team at Juniper

Xsigo offers a compelling

solution that delivers I/Ovirtualization. Solutions like

this will enable greater

flexibility and change the way

organizations deliver IT

services.

- John Humphreys, IDC

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VP780 I/O Director

24 Server ports Expansion switch available for

connection to hundreds of servers

15 I/O module slots

4 X 1Gb Ethernet 1 x 10Gb Ethernet

2 x 4Gb Fibre Channel

SSL offload module

Hardware-based architecture

Fully non-blocking fabric

780 Gb/s aggregate bandwidth

4U height

Redundant hot swappable fans

and power supplies.

Custom siliconLine rate throughput

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How Xsigo Helps

70% fewer cables, cards.

No edge switches.

Without Xsigo With Xsigo

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About NaviSite

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NaviSiteFast Facts

Founded in 1997

Employees: ~700

Customers: ~ 1400

Bay Area Office: San Jose

Other major offices

Key Offices: Andover, Houston, Atlanta, Chicago, New York, London

West Coverage: San Jose, Portland/Seattle, Los Angeles, Denver Offshore Operations: India - New Delhi

Data Centers

16 facilities around the globe (including Las Vegas, LA, San Jose, San Francisco)

N+1 Redundancy in All Critical Systems

SAS 70 Type II Certified

Visit us at: http://www.navisite.com/

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Services Overview

Hosting Services

Application Management (Oracle, 3rdParty, Custom Apps)

Managed Messaging

Managed Services for IT Infrastructure

Content Distribution

Dedicated Web Hosting

Co-location Services

Professional Services Planning, Implementation, Upgrades, Maintenance, Optimization,

Compliance/Governance

Technology: Architecture, Infrastructure, BI, DWH and Security

Applications: Oracle Application Products

Outsourcing Services IT Planning Services

Custom Application Development & Management Services

Software QA and Testing

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Hosting Services at a Glance

Hosting & Application Management Delivery Team

Managed Applications

Demantra/

Agile/

Hyperion

Oracle Siebel PeopleSoft JDE

Capabilities

Client/Account

Management

Support

(Level IIII)

Application

ManagementUpgrades Patching

SystemEnhancements/

Customizations

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Professional Services Offerings at a Glance

Program & Project Management

Business Consulting

System Selection Process

Enterprise

Technical Architecture

ERP and CRM System Implementation and Transformation

Applied Technology Services (Custom Development, Conversions, Interfaces)

Adoption & Learning

Health check &

Assessment

SOX - Compliance &

Governance

Upgrade

Consolidation

M & A

Spin- Off

Enterprise

Business

Intelligence

Optimization

Services

Change Management

Global Delivery Global Roll Out

Man

agedServices

Industry

BasedS

olutions

PEOPLE Right blend of product knowledge,

business / Industry experience and

consulting skills

Global Presence

PROCESS Use Oracles AIM Methodology

Establish a Global Business Model

Facilitated Workshops Approach

TOOLS Utilize Process Flows Approach

Use tools and templates for rapid

deployment

Core Technology Services

(Database, Middleware, Messaging, Security, Enterprise Management)

Enterprise Business Process Execution

Data Hubs / Data Consolidations

Business Continuity

High Availability / Disaster Recovery

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Xsigo Project Objectives &

Decision Process

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Prior State of ERP: August, 2006

Development stage company

Running 3rd

tier ERP Order Entry, MRP, Financials

3rdparty products specd for CRM, configurator, etc..

Integrated via middleware

No solution for installed base, fixed assets

Limited global capabilities

Desire to build Best in class IT infrastructure

Significant functional expectations across the business

Rapid global growth expected

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ERP Decision Drivers

Strong functionality

End to end enterprise management and reporting

Jump-start best in class business processes

Build foundation for global growth

Lowest total cost of ownership

Partnership with ERP vendor and Integrator

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Proprietary and Confidential

ERP Alternatives Considered

Plan of record: Tier3 ERP + other 3rdparties +

middleware

Requires upgrade to Tier1 in 12-18 mo.

Tier 2 applications

Requires upgrade to Tier1 in 24 mo.

Tier 1 applications

Higher cost in near-term

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Initial Decision: Oracle 11.5.10+ Navisite

Lowest total COO: NPV of Oracle/Navisite solution 5% -25% lower than

other alternatives Far less business disruption implementing now vs.

upgrading later

Best in Class business templates Lower implementation cost

Quantum Leap in process & controls

Shortens path to SOX 404 compliance

Hosted by Navisite

After first month (coinciding with the Oracle R12

release), decision changed to deploy R12 basedon new functionality and Xsigo's commitment tostay with state of art technology.

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Decision to move to R12

Nov 06: Decision finalized on Oracle

Jan 07: Project started with 11.5.10

R12 not available until late January

Original go-live planned for April 1, 2007

Course change in Feb 07: implement R12

Key new/improved functionality:

Greatly improved UI (esp. in CRM Modules)

Pre-delivered report templates

Other technology enhancements (HTML, etc.)

Avoid costly and time-consuming upgrade in 12-15 mo.

Added 1 month to schedule: went live on schedule May 4,

2007

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Scope of the Project

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Major Implementation

20 business applications

36 business workflows First R12 deployment in North America

2ndworldwide (Like Avis: We try Harder!)

3 months from kickoff to go-live

5 months from contract signing

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Scope Summary

Business Area Oracle Business Flow Oracle Applications

Accounting Accounting to FinancialReports

GL, AP, FA, AR, CM

Procure to Pay PO, AP, iExpense, iProcurement,iSupplier

Manufacturing Design to Release ENG, INV

Forecast to Plan MRP, OM

Sales Click to Order iStore, OM, INV

Order to Cash OM, BOM, INV, AR, PO

Opportunity to Forecast Sales, Quoting

Service Service Contract to Renewal Service Contracts, OM

Click to Resolution iSupport, Service Contracts, Teleservice

HumanResources

Hire to Retire Core HR

36 Oracle Business Flows:

Manufacturing: 13

Sales and Service: 12 Accounting: 9

HR: 1

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Business Transactions

Mfg

ForecastMDS

MPS

Planned

Order

ReturnsServiceShipSellBuyPlanDesign

I tem

BOMECO

Design

Graphics

Req

POReceipt

Asset

Payment

Lead

Oppty

Sales

Forecast

Quote

Contract

Order

Pick

Pack

Ship

Invoice

Service

Request

Contract

Renewal

RMA

AE

The key Oracle data objects & transactions:

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Oracle Solution Footprint

Resellers

Oracle Applications

SalesLeads, Oppty,

Quotes, Service

Contracts, Order,

Marketing,

Proposals

ServiceService Requests,

Returns

Manufacturing

Design, Plan, Manage &

Value Inventory,

Procurement

A/R

General Ledger

Vendors

Supply

ChainMake to

Specificati

on

Distributors/

Customers

Distributor

SalesRep

Orders,

iStore,

Partner

Mgmt,

iSupport,Returns

End

Customer

Reseller

Future=

Purchasing, A/P, FA

April 1: for all Oracle productsbut iStore, Marketing, Proposals, Partner Mtgmt, Ebusiness for Financials

Order

ManagementPick/Ship,

Returns

Human Resources

ship

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Architecture: Hardware

Single Node HP Linux server 12 GB RAM 4 CPUs @ 2.2Ghz

Database Tier

3 SUN V240 Servers 2 x 3 CPUs @ 1.2 GHz 8GB RAM N + 1 Load Balance

Architecture

Middle Tier

EMC Clarion CX300 500GB Storage

Raid 1+0 for production 1 Hot spare N+1 Power Supply

Storage Tier

iSupport, iExpenses iStore, IProcurement

i-application Tier

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Architecture: Technology Stack

Tech Stack Component Version

Database 10.0.0.2

Oracle Applications 12.0

Application Server 1.0.2.2.2

J-Initiator 1.3.1.25

Portal 10.1.2

OID 10.1.2

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Implementation Approach

We employed a proven implementation approach to

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We employed a proven implementation approach to

accelerate implementation and mitigate project risk NaviSite provided the right blend of product

knowledge, business experience and consultingskills.

The project organization model optimized Xsigo /NaviSite resource mix.

The Project Management Methodology has anintegral component for risk identification, trackingand mitigation

We established a Business Model Facilitated Workshops for key decisions

Established a common understanding of Xsigo Systemsbusiness model and process flows

Leveraged Business Flows to:

Stimulate discussion of business requirements

Review leading practices and best use of Oracleapplications

Establish an initial Conference Room Pilot

Use of Accelerators with AIM for Business Flowstools, templates

PEO

PLE

PRO

CESS

TOOLS

Cost

Time

Quality

Ach ieving a balancebetween tim e, qual i ty,

and cost

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Utilize Standard Templates

Determine Exception

Dispositions

Update Flows

Update Procedures

Update Setups

Update Test Script

Prepare CRP 3.0

Environment

Conduct CRP 3.0

Identify Exceptions

Determine Exception

Dispositions

Update Flows

Update Procedures

Update Setups

Update Test Script

Prepare CRP 2.0

Environment

Conduct CRP 2.0

Identify Exceptions

Definition Build ProductionTransitionElaboration

Project

Planning

Conduct

CRP 1.1

(Familiarization)

Conduct

CRP 1.2

(Mapping)

Identify

Exceptions

ConductBusiness

Architecture

Workshops

Design

Extensions

Prepare

Custom

Test Scripts

Create and test

Custom

Extensions

PrepareProduction

Environment

Convert and

Verify Data

Begin

Production

Maintain

System

Propose

Future

Direction

Perform Systems

Integration

Test

Perform

Acceptance

Test

Using standard templates as baseline and minimizing

exceptions allowed for a 3 month implementation

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Project Team

Executive/Board Buy-in

Steering Committee: VP Operations, VP Finance, VP Support

Implementation Team:

Functional Power Users - 8

Operations

Accounting/Finance

Sales

IT: Director & Progr/Analyst

Navisite:

Project Lead

Consultants 6-7

Total18 people

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R12 Features

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R12 Features used at Xsigo

Costing

Deferred COGS - defer COGS and recognize at time of Revenue Recognition

Sales

Create leads and opportunities directly from the customer record

Email Interactions: Oracle Sales for Handheld, e-mails sent or received using

Outlook are logged in Interaction History for Contacts and Customers

Sales Offline

Mobile users can create/update leads, opportunities and quotes while out in

the field and synchronize the new lead information back to the database.

Sales for Handheld

Create and manage appointments and contacts via MS Outlook for

synchronization up to the database

Create and manage appointments and contacts via the database for

synchronization to the database MS Outlook.

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Purchasing

Professional Buyers workcenter easier user interface with all a buyer

needs in one html form -Autocreate PO, create and query POs and blankets Professional Buyers workcenter shares the catalog with iProcurement

Payables

XML for AP checks

Payment workbencheasy to see status of job, next step and payment

statistics

iSupplier Portal

New supplier onboarding process as well as supplier managed user

maintenance

Teleservice

New HTML Customer Support Dashboard with work list

Xsigo preferred over Universal Work Queue because of its ease of use and ability

to pick SRs and Tasks from Group Queue

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Service Contracts

Approvals Management pulled out of Service Contracts and now contained in

"Common" location and shared across modules Helped consolidate approvals management process, provided greater flexibility in

assigning appropriate approver

HTML Renewals Dashboard allowing users easy access and viewing ofcontracts available for renewal

Light use currently, but in the future will give Contract Renewals manager centraldashboard to view contracts up for renewal, which assists the automaticnotifications that are generated from Service Contracts up for renewal

iSupport

Enhanced Self Service Registration to leverage shared iStore user interface

Very helpful in getting Xsigo the user registration they desired, and it is fullycompatible with future iStore needs

Ability to group Case/Request Types into Case/Request Type Categories forLogical display in iSupport

Allowed Xsigo to categorize the Service Request types which greatly enhanced theusability for customers

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Install Base

Entirely new HTML user interface...dramatically improved functionality

This was critical at Xsigo, they found 11.5.10 to be virtually unusable in its former state. Newfunctionality provides; breadcrumbs to return to higher level information, significant increase in

instance data organization, which allowed for easier user understanding and training, easier to

build and display Item configurations (think ATO)

Increased integration across Service Contracts, Teleservice, OM and Field Service

allowing easy instance creation, update and transfer

This was used across the spectrum for Xsigo to view Install Base properties, and will be utilized

in the future as their Install Base matures and requires greater product maintenance

Knowledge Management

Allows users to search for unstructured content stored in external locations such as files

servers.

Xsigo planned to take advantage of this in the future when they load specs and documents on

Chassis

Extended Search capabilities to utilize the commonly used double-quotes "Search" Xsigo really needed this enhanced search capability to locate relevant solutions stored in the

Knowledge Repository

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What Worked Well

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What Worked Well

Solid Partnership between Oracle, Navisite and Xsigo

NaviSite Consulting Services

Excellent team of consulting resources

Very knowledgeable about the Oracle modules/flows

NaviSite Hosting Services

Effective 24x7 support; Xsigo did not need to employ a DBA

One neck to choke with Navisite providing both hosting & consulting

Resources & Support from Oracle Due to R12, Oracle assigned a critical account manager

CAM helped facilitate direct communication with development

Xsigo

Strong executive support

Strong commitment to go vanilla Dedicated resources

What Worked Well contd

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What Worked Well cont d

Benefits from Oracle ERP

Integration across the enterprise

Sales force and support automation

Highly functional customer portal

Global capabilities

Common skillset

Consistent, accurate and timely reporting

Automated Workflow

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What Did Not Work So Well

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Lessons Learned

User Uptake of Oracle

First Time Users

Understanding Oracle terminology

User Acceptance Testing

User testing should have incorporated additional time for training and

testing

Super User Staffing

Small company, big Oracle footprint

User churn

Sequence of implementation

Should not have deferred tax to late in the project

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Limited to Zero Sev 1 issues in Production

As expected, we experienced issues

It felt like we were the 1stcompany to go live on R12!

Strong support from Oracle & Navisite

Issues in post production were resolved quickly

0

5

10

15

20

25

30

Reported Open

Sev1

Sev2

Sev3

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Upgrade Considerations

R12 U d P th

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R12 Upgrade Paths

Refer: Oracle Applications Upgrade Guide: Release 11i to Release 12, Part No. B31566-01

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Upgrade Considerations

Are you at version 11.5.7 or higher? If yes, you may upgrade directly to R12 based on your business situation

If no, since you have to first upgrade to 11.5.10.2 before upgrading to R12, you maywant to consider re-implementation as well, particularly if you have lots of extensions/ customizations

Consider implementing significant technical advances available in R12 forbusiness benefits you may need

100% Active-active High-Availability and Scalability using Oracle Database Cluster(10gRAC) and Oracle Applications Cluster with Load-balancing

Complete Business Continuity and Disaster Recovery using Oracle DatabasePhysical DataGuard across remote data-centers

Support for Oracle Automated Storage Management (ASM) for a variety of storagesolutions

Support for Advanced Security for External Users (e.g. for iSupport Portal)

At least 2 complete cycles of successful test upgrades suggested before

production cutover for upgrade

If you need to change Operating System (e.g. Unix to Linux, or Windows toUnix/Linux), add another successful test cycle

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Summary

I S

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In Summary

TCA Is Here To StayTax Engine is Much Different

XML is GreatTechnical Installation Is Much Quicker

Richer functionality in Financials and Procurement

R12 is the right direction.

C t t I f ti

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Contact Information

Pete WolffeSenior Director

[email protected]

Navisite, Inc2720 Zanker Rd.

San Jose, Ca. 95134

650.823.0929 (Cell)

www.navisite.com

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