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iSeries Skip Upgrade External Sales Presentation

iSeries Skip Upgrade External Sales Presentation. September,2005. Lawson Commitment. Lawson is actively pursuing new iSeries clients and is planning to grow the Lawson iSeries client base Lawson’s latest applications are now available to iSeries clients

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iSeries Skip Upgrade External Sales Presentation

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  1. iSeries Skip Upgrade External Sales Presentation September,2005

  2. Lawson Commitment • Lawson is actively pursuing new iSeries clients and is planning to grow the Lawson iSeries client base • Lawson’s latest applications are now available to iSeries clients • Lawson is providing a very attractive option in the form of a 7.2x to 8.1 skip upgrade solution to move to the latest Lawson applications

  3. Version 8.x Application Releases • iSeries releases (version 8.03 and version 8.10) contain the same application code as that offered to Unix/Windows clients • These are iSeries centric releases. 8.x applications are created in RPG IV/ILE language • Version 8.03 applications on the iSeries have been generally available since October 2003. • Version 8.1 applications were generally available on May 12, 2005

  4. Significant Value in Upgrading to the Version 8.1 Lawson Applications • Technology • Portal • Design Studio • Process Flow • Performance/scalability • Business Applications • New products • Many new features • Performance and scalability • Reporting & Analytics • Lawson Reporting Suite • Smart Notifications • Web delivered standard reports

  5. Decommission Decisions • Decommission v7.2.x.x for the iSeries platform deadline May 31, 2007 • Decommission upgrade path to 8.03 within FY06

  6. Key Messages • With Lawson’s newest applications, iSeries clients can take advantage of the latest enterprise software technology to automate their business processes, meet regulatory compliance, reduce costs, improve operational efficiency and effectiveness, and increase their competitive advantage. • Providing Lawson 8.1 applications shows Lawson is listening to its clients and delivering the right products at the right time, while presenting them with the choices, flexibility and control they need in determining how to manage their IT investment and systems.

  7. Upgrade Goals and Objectives • Terminology • Upgrade – Is moving data from one release level to another where there are major database changes. • Cyclical – Fixes, enhancements with no or minor database changes. • Migration – Change hardware platform. • Conversion – From non-Lawson to Lawson formats.

  8. Upgrade Goals and Objectives UPGRADE 8.0.3 Environment 7.2.2.4 To 8.1.0 plus latest MSP Applications

  9. KEY TO SUCCESS • Two Important Facets • Technology Strategy • Applications Strategy

  10. Upgrade Methodology • Four Phases • Planning • Design • Construction • Activation

  11. Upgrade Initiation • Determine objectives • Assess experience • Determine resource commitments • Analyze hardware status • Set expectations

  12. Upgrade Registration • Complete Skip Upgrade Addendum and send to Client Manager • CM registers with GSC Upgrade Center • 7.2.2.4 to 8.1 Skip Upgrade Software delivered • Receive Upgrade Information Packet (UIP)

  13. Business Needs Analysis • Set initial goals & objectives • Document current process flows • Gather copies of current forms, screens & reports • Determine interface & modification needs • Define/document upper management’s expectations

  14. Strategy Meeting • Objectives and Deliverables: • Understanding of the Upgrade Methodology • Defined project objectives & scope • Chart a “safe” course from the current state to the desired state • Agree on Lawson’s and Client’s responsibilities & commitments • Define project team structure/commitments • Identify all modifications which will require attention during your upgrade. • Identify all interfaces which will require attention during the upgrade.

  15. Strategy Meeting (cont’d) • Define project milestones and establish critical dates • Identify project constraints • Assemble the team and define project expectations. • Determine if there will be any prerequisite upgrades required, and if so, include them in the Technology Upgrade Plan. • Provide input to be used in creating the Upgrade Project Plan. • Upgrade Differences Training Schedule • Initial Project Plan for Upgrade

  16. Project Team Training • Technical • Knowledge transfer by Technical Consultant • Running Upgrade Programs • Pre and Post Upgrade Processes • Application Training (differences or full application) • New Functionality • Gain knowledge to make setup and procedural decisions • Upgrade Setup Requirements

  17. Application Exploration (AE) • Obtain better understanding of how software works • Begin making setup decisions

  18. Business Procedure Review (BPR) • Upgrade Server Technology (environment as required) and test • Compare existing and standard reports • Review current business flows, map changes • Determine setup parameters for all modules • Obtain approval on setup decisions

  19. BPR (cont’d) • Document setup parameters • Document and prioritize interfaces • Document and prioritize modifications • Develop test scenarios and test data • Document new business issues • Begin prep of User & Procedure Manuals

  20. Mini Conference Room Pilot (CRP) • Prove/disprove procedures meet business needs • Identify any procedures to rework • Confirm need for modifications • Confirm interface requirements • Revise Issue List

  21. System Test(s) • Run upgrade • Track timing of upgrade process • Execute test scripts • Review Reports from Source data to Target data • Identify any problems & plans to correct • Stress test to simulate live conditions

  22. Business Strategy Session • Evaluate test upgrade • Revise procedures or setup based on test results • Develop/revise system test plans • Write/revise User & Procedure Manuals • Develop end user training strategy/materials

  23. System Tests • Circle back to System Test and Business Strategy Session • Recommend 2-3 test passes

  24. Readiness Assessment • Decision regarding go live date • Develop upgrade activation plan (with timings) • Develop contingency plans

  25. End User Training • Train end users on new functionality and procedures • Roll out as necessary • Revise procedures, if necessary

  26. Upgrade Activation/Go Live • Run upgrade in Production • Verify data accurately converted • Applications are operational • Resume normal day to day operations

  27. Post Implementation Review • Review and recommend for future changes • Plan for any Phase 2 projects • Provide feedback on implementation process

  28. iSeries Upgrade Strategy Upgrade Project Team

  29. UPGRADE PROJECT TEAM • Project Manager • Oversees all upgrade activities • Documents and resolves issues, sets priorities • Application Owners (MM, GL, AP, HR, PR) • Application strategic needs, setups, testing and end user training • Make tactical decisions

  30. UPGRADE PROJECT TEAM • Application Work Team Members • Document system setups • Test system setup and parameters, processes, reports and security • Lawson Application Consultants • Product specialists, setup and procedures • IS Work Team Members • Support system and applications • Upgrade data files, security, run upgrade programs, interfaces, modifications and custom reports

  31. UPGRADE PROJECT TEAM • Lawson Client Manager • Activates upgrade registration and licenses • Orders software, upgrade programs • Lawson Practice Manager • Initial Upgrade Strategy Planning • Consulting Services Proposal and Agreement

  32. UPGRADE PROJECT TEAM • Lawson Project Manager • Schedules Lawson activities, detailed project planning, manages issues, coordinates consulting resources (application and technical consultants) • Lawson Technical Manager • Sets technical strategy, provides detailed technical project planning, manages technical issues, and coordinates technical consultants • Lawson Technical Consultant(s) • Technology specialists, upgrade programs, and security

  33. Upgrade Next Steps • Complete an Upgrade Client Profile • Schedule a Planning Session with Lawson Services • Complete detailed planning session and develop project plan and timeline • Define Project Team • Develop Team Training Plan

  34. LAWSON SOFTWARE UPGRADE METHODOLOGY Business Needs Analysis Project Strategy Meeting Have Initial Meeting With Project Team START Decide on Project Team Initial Upgrade Planning Determine First Draft Time Line Post Upgrade Review Verify Reports and that Everything Is OK Project Leaders Trained on New Version of Applications Production Upgrade Project Team Training Live Upgrade Install New Applications Option: Quick Test Upgrade Application Exploration Readiness Assessment Project Leaders ‘Play’ In Test Environment Project Meeting to Verify Everyone Is Ready Project Leaders Decide How To Use/Setup New Features, Functions, & Reports Business Procedures Review Final Training Of Everyone End User Training Order/Install Upgrade Software Recycle as often as necessary (2-3 test runs typically) Verify data & that procedures meet bus. rqmts. Project Leaders Test the System “Mini-Parallel” System Test Mini CRP 1st Upgrade Test Pass Determine How Test Upgrade Went Test Upgrade Detailed Upgrade Planning Plan Exactly For The Test Upgrade Business Strategy Session Run Upgrade Tools/Software

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