A city government department

Project Overview

CUSTOMER:

A city government department.

PROJECT DESCRIPTION:

CAI conducted an assessment of the customer’s ERP systems to determine the impact and plans for the implementation of a major upgrade. Following the assessment, the implementation project’s goal was to successfully upgrade the client’s financial, human resources (HR), and payroll ERP to Oracle R12.

CAI began its formal assessment of the customer’s ERP systems in January 2011, completing it in three months. Immediately following the assessment, CAI was awarded the contract to upgrade the Financial, HR, and Payroll ERP systems, a project that is nearing completion.

Since 2007, CAI has been, under a previous contract, responsible for the maintenance and support of the customer’s Financial Management and Purchasing System, using Oracle Government Financials and Purchasing; and the Integrated Personnel and Payroll System, using Oracle HR, HR Self Service, Oracle Position Control, and Payroll. In 2009, CAI’s team began to assess both the need to upgrade to R12 and to gather and evaluate the requirements for an upgrade from its then current version, 11.5.10.2, to R12. CAI’s team of five highly experienced Oracle specialists conducted the formal assessment for three months, starting in January 2011.

CAI augmented the support team with implementation experts who combined were able to complete the assessment in 12 weeks. The assessment included:

 Review of Oracle documentation on the changes in R12
 Evaluation of a “Vision” instance of Oracle, a publicly available sandbox of a fictitious company in R12
 Detailed review of the client’s existing customizations
 Assessment of the customer’s compatibility with R12
 Analysis of environmental risks and upgrade benefits
 Preparation and presentation of the Final Assessment Document, submitted to the Executive Funding Approval Board

The ensuing implementation project awarded to CAI began in April 2011, and went live with a successful delivery of the Oracle R12 software on July 25, 2012. Our team of 14 (at times up to 20) includes a project manager, functional experts, technical experts, developers, and business analysts who, together, have upgraded the customer’s Oracle modules.
The major deliverables of that project are:

 Requirements documents including map & gap of all functional and technical needs
 BR100- Setup Documents by module area
 Project Charter
 Issues Log
 Scope Change plan
 System Diagram
 Project Plan
 Training material
 Test plan
 Test results
 Overview Diagram of Applications environment
 Recommended Sign off process/procedures
 Instance plan
 Change Management Plan
 Functional/technical designs
 Project Scope Document
 High Level Training Matrix/Plan
 Remediated code
 Test scripts
 Cutover plan
PROJECT RESULTS:

CAI completed the implementation project on time, within budget, and with no defects. Since CAI began supporting the customer’s mission critical financial management, purchasing, and Adjunct Systems in 2007, great strides in improving service have been made, and costs of routine maintenance have been reduced by more than 32%. Productivity increases were used by the customer for Perfective support, specifically increasing enhancement project capacity by 123% in a three-year period.