perdue farms: a case study in upgradingfm.sap.com/pdf/bf05atl/navigating/kutchen-perduefarms.pdf ·...

Perdue Farms: A Case Study in Upgrading

Jack KutchenInformation Technology Supply Chain ManagerPurdue Farms Inc.

© SAP AG 2004, Navigating Successful Upgrades / 2

Topics

Definition & Scope

Project organization

Training

Testing

Readiness Assessment

Timeline

Cutover

Results


Project Definition & Scope

To upgrade the SAP Enterprise System from the current 4.0B release to 4.6C (The latest version of IS-OIL). The upgrade is required to maintain ongoing support and provide a platform for future initiatives such as Procurement, Financials and Plant Maintenance.

The project is a Technical upgrade only. Current functionality will remain and no new functionality will be added.

Only SAP is being upgraded, other systems such as CFS will remain intact with no change.


Project Organization

Project Manager

Jack Kutchen

Linda Benson• Gus Lebois• Dan DiGrazio• Tom Mann• Larry Brown•Dean Lisenby•Kevin Cherry

Executive SponsorEileen BurzaBusiness SponsorSteve EvansBusiness LeadGus Lebois / Dan DiGrazioIT ManagerLinda BensonProject ManagerJack Kutchen

Steering CommitteeEileen Burza Larry WinslowDon Taylor

Steve EvansRex Thompson Kerry Doughty

George Rawlston

Lou Rascona• Mike Hyland• Steve Thomas•Jack Tatem•June Weeks•Mike Lindsey

Pete Skilton

Operating Committee

Functional Lead

Edna Hearn

Development Lead

George Crowdes

InfrastructureLead

Kevin Cherry

Testing Lead

Kelly TimmonsGretchen Kessner

Training Lead

Barbara KuczmaGretchen Kessner

Business Leads: John Savage, Jeff Titus, Jim Kaylor, Marilou Gordy


Project Organization

Development LeadGeorge Crowdes

Functional Lead

Edna Hearn

InfrastructureLead

Kevin Cherry

TestingLead

Kelly TimmonsGretchen Kessner

TrainingLead

Barbara KuczmaGretchen Kessner

DevelopmentDave SchreyKristie DunnSean HowardBob Duryea

EDIChristine Jones

Dane Miller

InterfacesMichelle Faulkner

Allison Foltz

MFG SystemsDavid WynneMike LindseyTorry Brown

FunctionalKelly TimmonsJennifer Morton

Al Strickroth

SecurityHillary WrightGretchen Foley

Bob Miller

TechRuss Brooks

Doug CrossanTim Moore

Lynda Schepler

GUIRandy Todd

TelecomEd Lubniewski

SchedulingDenise GlandJim Beattie

Business Team

Jim KaylorJohn Savage

Marilou GordyJeff Titus

Michelle PaschalJoyce Jordon

Laura ColonnaTerri RuarkTerry Feret

Jean CrowderSue Olischar

Christina HurleyBernadette Kniedler

Jimmy CraftGary Foxwell

Stephanie MartinKaren Merideth

Greg GriesHal Runner

Bruce MeilhammerKay Bruch

Theresa WrightDan Maupin

Gerry FarrellyVicki MartinaRob Nichols

PlantTeam

Bennie GrayGary FoxwellKevin GreeneJoel KnouseRon BolingDave HigbyAlishia King

John SimmonsRon CosmeVera ShaverTorry Brown

Larry TippmanJeff StallsJoe Smith

Debbie TowersSteve Maas

Steve PasswaterDionne Church

Bill BowersKevin Hill

PlantTeam

Anita DavisTeresa SibertEvers TurnerRon Barton

Barry PendleyJerry Moore

David HutchinsonRenetta Coleman

Ricky WatsonTom ReddenAlvin Bracey

Regina HardisonGloria Gatling

Tashia HallLynn ColeJason Neal

Dean EnglishJack TraderCliff GrimesLisa Hauser


Training

50 plant trainers identified, trained and provided training materials.

Plant trainers trained all SAP plant associates.

Corporate trainers trained all SAP corporate associates.

Project team members personally certified all key positions such as order taking, inventory and shipping (320).


Testing

Business developed 600 unit tests scripts (etc. take an order)

Business develop 200 cycle tests scripts (etc. take an order, tie into load, drop to plant, PGI & ship, and bill the customer, & apply credit memo)

I/T initially ran unit tests & cycle tests

Business ran unit tests & cycle tests

I/T ran exception tests, cutover tests etc.

I/T practiced technical upgrade 12 times.

Critical functions heavily tested.

Objective: Non Event to the customer!!!!!!!!!!!!



Checklist of remaining activities regarding testing, training, preparation and overall readiness.

Color coded to allow quick review of status.

Distributed to steering committee, Operating Committee, complex managers, plant managers and plant leads over the past 6 weeks.

Team makes recommendation to Operating Committee.

Operating Committee makes recommendation to Steering Committee.


TimelineJan Feb Mar April May June July Aug. Sept NovOct Dec

Prelim Assessment Definition Development User Test

AccomplishmentsSandbox Upgrade 1AnalysisProcesses

Go Live

Sandbox Dev QA ProdLandscape Sandbox 2

AccomplishmentsSandbox Upgrade 2AnalysisTest ResourcesTest RequirementsTest Cases - UnitTest GUIDiscoveryGUI Rollout PlanningPre - Training PlanningDev UpgradeCER Approved

Planned•Support

PlannedProduction Upgrade

Production FreezeAccomplishments

Apply ChangesTraining Validation Write Test Cases / CycleGUI RolloutI/T Unit TestsUpgrade PracticeCutover PlanningTraining PlanningQA UpgradePrep Readiness Assess Training Server

In ProgressReadiness AssessmentI/T – Exception TestsEPSS DocumentationUpgrade Practice

AccomplishmentsBusiness – Unit TestsTrain the TrainerI/T Cycle TestsUpgrade practice (3)New Upgrade ServerInterface TestsCutover Plan – RefineStress TestOnsite CertificationCutover AssessmentGo-live AssessmentNew Production ServerTrainingBusiness – Cycle Tests


Timeline

Preliminary Assessment Phase

Sandbox Upgrade 1

Plan

Jan Feb Mar


Timeline

Definition Phase

Sandbox Upgrade 2

Test Resources

Test Requirements

Test Cases – Unit

Test GUI

Discovery

Mar Apr May Jun


Timeline

Definition Phase

GUI Rollout Planning

Pre – Training Planning

Dev Upgrade

CER Approved

Mar Apr May Jun


Timeline

Development Phase

Apply Changes

Training Validation

Write Test Cases / Cycle

GUI Rollout

I/T Unit Tests

Upgrade Practice

Cutover Planning

Jul Aug Sep


Timeline

Development Phase

Training Planning

QA Upgrade

Prepare Readiness Assessment

Training Server

Jul Aug Sep


Timeline

User Test Phase

Business – Unit Tests

Train the Trainer

I/T Cycle Tests

Upgrade practice (3)

New Upgrade Server

Interface Tests

Cutover Plan - Refine

Sep Oct Nov


Timeline

User Test Phase

Business Cycle Tests

Training

Onsite Certification

Cutover Assessment

Go-live Assessment

New Production Server

Stress Test

Sep Oct Nov


Timeline

User Test Phase


I/T Exception Tests

EPSS Documentation

Upgrade Practice

Sep Oct Nov


Cutover

SAP Blackout for 40 hours to allow conversion to new version.

Cutover begins on Saturday at 6am and is returned to the business on Sunday at 10pm.

Shipping activities at plants during blackout period will be using CFS generated manifests. (Est. 50 – 75 shipments)

Business will conduct dry run as last step in cutover to verify system is functioning


Consulting Strategy

SAP Project Management consultant onsite for 1 week of project planning. Provided ongoing QA 1-2 days per month.

SAP Technical support brought in as needed. Many issues resolved offsite and onsite averaged 1-2 days per month. (Jason Fox)

SAP expertise onsite for Cutover and Go live. Released early in week.


Results

Implementation was a Non-Event to the business. Orders, inventory, shipping activities occurred as planned.

Minor issues were quickly resolved.

Project ahead of schedule and under budget.

Maintained a 4.0 environment to troubleshoot issues called in.

Lunch recognition given to team 2 weeks later.

Team members given Chainman’s Excellence Award for outstanding effort.


Critical Success Factors

1. Build a plan, work the plan.

2. Sponsorship at the highest levels.

3. Gain business commitment early (resources).

4. Production Freeze

5. Use the “Best” technical consultants (SAP).

6. Certify training using team members.

7. Business developed test cases & testing.

8. Readiness Assessment to monitor “Health”

9. Practice, practice, practice the upgrade

10. Test, test and test

perdue farms: a case study in upgradingfm.sap.com/pdf/bf05atl/navigating/kutchen-perduefarms.pdf ·...

Documents