1. Customer Perspectives Suhail Maqsood Rysigo Technologies Corp Author – “The Complete Oracle Projects Reference Manual” Summer 2011

2. Rysigo Technologies Corp WHAT WE DO Rysigo Technologies Corp. provides Collaborative Work Management software and services. STRATEGIC CONSULTING SERVICES  Business and Finance Transformation  Management Consulting  ERP, CRM and Analytics Reporting  Applications Management INDUSTRIES  Engineering and Construction  Professional Services  Energy and Utilities  Hi Tech / IT  Transportation  Oracle EBS, CRM, Primavera, OBIEE  Global Deployments, Shared Service Centers  Global Program Offices™  Project Centric Organizations PRODUCTS  Collaborative Proposal Management  Collaborative Risk Management  Risk Management for Oracle Projects 70 years of collective experience designing, building and implementing many of the Oracle Application is use today.

3. Basic Upgrade Components Technology Prerequisites EBS Upgrade Operating System Database Pre Upgrade Steps Upgrade Post Upgrade 4 Weeks3 Weeks < 7 Weeks “Upgrade DB then Upgrade EBS”

4. Basic Upgrade Components and…..Customizations Technology Prerequisites EBS Upgrade Operating System Database DB Custom Objects Pre Upgrade Steps Upgrade Post Upgrade Custom Reports Custom Forms and Apps New Security Model BI Publisher Reports

5. Security Considerations Architecture changed to support users accessing more than ONE operating Unit form a single responsibility. No longer using Set_Client_Info(Org_Id). Multi-org views have been removed, and replaced with synonyms. A virtual private database (VPD) policy assigned to the synonym. Defined VPD policies is viewable in the data dictionary view DBA_POLICIES Policies associate a function with an object, and when the object is accessed, this function can return additional restrictions on the object to restrict the data returned

6. Additional Security Considerations Comments Security Based upon Project Status Additional layer on top of role based security Functions accessible to the Project role can be further controlled based on project status Enterprise Vs SecuredSecured Projects accessed by designated roles. Enterprise Projects accessible by a user with Project List or Project Search security functions can find and view project. What they see is controlled by the menu Project Guest Role Project WorkbenchTabs Controlled by Menu Structure associated to Project Security for Financial PlansSecure by Plan Class and Plan Type Security for Control Item Types (Change Documents) Which project type and who can create this type of change Document Security for Project Reporting Reporting Pack - Distribution of reports through email determined by roles granted on reporting pack definition. Project Status Reporting – Access Lists

7. Basic Upgrade Components and…..Customizations Technology Prerequisites EBS Upgrade Operating System Database DB Custom Objects Pre Upgrade Steps Upgrade Post Upgrade Custom Reports Custom Forms and Apps Migrate to New Projects Functionality

8. Planning Considerations ApproachComments Identify Core HR, Financials and Project REQUIRED steps Deploy using standard waterfall approach. This forms the core ERP upgrade and should be the focus of the initial upgrade. Consider the following core areas: Oracle Tutor / UPK for training/documentation Oracle Applications Integration Architecture FOUNDATION (is currently using Primavera) Identify optional but STRATEGICALLY important features/products to deploy. Deploy via iterative pilot cycles – even post go live. Consider the following iterations: Project Performance Reporting and Exceptions Mgt PPR is the foundational reporting model that all custom reports should leverage Leverage Project Mgr’s reporting pack MODEL for additional reporting packs. HTML Budgeting and Forecasting Supplier Payment Mgt Workbench – Key for E&C Training and Adoption Training focused on process AND module given extensive functionality now in HTML

9. Project Status Inquiry versus Project Performance Reporting FeaturePSIProject Performance CalendarsOne calendar (PA or GL)PA, GL and Enterprise CurrencyOnly functionalUpto five Period typesTotal, ITD, PTD, PP,YTDTotal, ITD, PTD, YTD, QTD Periodic dataOnly for current reporting periodAll periods Budgetary controlsSupportedNot Supported Resource ViewsUsing resource list – only 2 levelsUsing RBS – multi-level Seeded Measures40 (120)*160 (418) Display measures30all ComparisonsActual vs. Approved Budget vs. Primary Forecast Actuals vs. Budgets – 2 plan types vs any approved forecasts Drill-downsSummary to transaction screens Resource summary to transactions Summary to day level transactions No drill-down from resource summary Custom measures Up to 30 numeric (includes ITD, YTD, PTD, PP, Total) and 3 text SQL based formula– not flexible Up to 60 numeric (excludes ITD, PTD, Total) SQL and PL/SQL based formula – flexible

10. Implementation Tips and Techniques  Implementing PPR introduces additional technologies that a customer needs to be able to understand and support: Tech Stack – PMV (Performance Management Viewer)  The initial load programs may take a significant time and system resources to complete (based on the data volume). Plan accordingly for this - DBA Time! Duration 1 st iteration ~ 2 weeks Subsequent features (e.g. Reporting Pack) depend upon this!

11. Planning Considerations ApproachComments Identify Core HR, Financials and Project REQUIRED steps Deploy using standard waterfall approach. This forms the core ERP upgrade and should be the focus of the initial upgrade. Consider the following core areas: Oracle Tutor / UPK for training/documentation Oracle Applications Integration Architecture FOUNDATION (is currently using Primavera) Identify optional but STRATEGICALLY important features/products to deploy. Deploy via iterative pilot cycles – even post go live. Consider the following iterations: Project Performance Reporting and Exceptions Mgt PPR is the foundational reporting model that all custom reports should leverage Leverage Project Mgr’s reporting pack MODEL for additional reporting packs. HTML Budgeting and Forecasting Supplier Payment Mgt Workbench – Key for E&C Training and Adoption Training focused on process AND module given extensive functionality now in HTML

12. Top 5 Upgrade Considerations Comments Hardware planning1.Evaluate Hardware Topology and Licensing Requirements Ensure adequate disk space for pre and post upgrade steps 1.Some steps may take produce thousands of report pages! Leverage “Social media” training tools for quick feedback 1.Viewlets / Screen Cams 2.Recorded WebEx sessions 3.Rysigo “Cheatsheets” 4.Wiki’s Enable new functionality post upgrade 1.Deploying new functionality prior to upgrade is another item to upgrade! Ensure latest ATG patches applied Leverage ATG components on HTML functionality – e.g: 1.Replicating /row/who concept on common pages 2.Evaluate new security profiles 3.Educate team on “About Us” page contents

13. Thank You Suhail Maqsood, Chief Operating Officer Rysigo Technologies Corp. suhail.maqsood@rysigo.com Join us for an intimate Upgrade Coffee Talk Wednesday 9:00am The Peabody Hotel Tower 2, Business Suite 21111