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Advice and Information for Finance Professionals

How to Cloud: The Final Steps to a Successful Oracle ERP Cloud Project

Joyce Boland
Vice President, Applications Global Marketing

A growing number of Oracle ERP on-premises users are migrating applications to the cloud. If you’re considering your own cloud migration, this two-part blog series will guide you through what to expect. In the first blog post we explained the first three steps:

  1. Plan: Define and establish project scope, design, teams, and communication plan.
  2. Implement: Configure the solution and integrate with third-party solutions as needed. Transfer data and establish reporting requirements.
  3. Verify: Check configurations and related implementation items against project definitions.

Now it’s time for those preparation efforts to pay off with the exciting final phases: going live and concluding a successful project.

Step 4: Prepare

By now you already have the necessary approvals in place, so the countdown begins to tick toward a production-ready cloud system. In this phase, you will execute three tasks simultaneously:

  1. System readiness: Compiling the list of final items to be addressed or corrected, known as the punch list, will lead you toward system readiness. That includes setting initial values in the system, such as the first purchase order number to be issued in the cloud.
  2. User readiness: Arm users with their usernames and passwords, and let them know how to get help when the solution goes live.
  3. Organizational readiness: Focus on completing change management and core training to ensure that users will be ready to go and are well informed about the new system.

Once there’s high confidence for readiness for production, it’s time to revisit Step 1 to review the “go/no go” criteria list with the steering committee and the executive sponsor. Choose a date, achieve a unanimous decision to go live, and communicate that final decision broadly. If any doubts still arise, investigate them carefully and make necessary corrections.

To help prepare for a smooth implementation, leverage the resources of Oracle’s complimentary platinum-level services. This set of services is the new standard, offering features like named support engineers during implementation, 2,000+ free education topics, and proactive monitoring and outreach to help you bridge the gap between the promise of success and the realities of execution.

Step 5: Deliver

Provided you’ve carefully followed the previous steps, going live should proceed smoothly. A few isolated problems may occur, but they can be handled by user assistance identified in the prior step. It’s important that the IT infrastructure and network staff diligently monitor system performance now, and that they talk to users about their tasks and the entire experience.

Going live is a momentous step, so take time to celebrate your project’s success and your new cloud lifestyle. Be sure to invite the steering committee, business partners, key business stakeholders, and everyone who contributed to the project’s success. Raise a toast to a migration process that was easier than an on-premises implementation, and clink glasses over your transformation from last-century applications. You have arrived in the cloud.

Go forward

Once you’ve boxed up the party decorations, there are a variety of additional activities to keep the momentum going.

  • Monitor and measure: Keep close tabs on the metrics identified during the Prepare step, regularly reporting on their performance with an eye to identifying their potential use in other efforts.
  • Review the project: Document the lessons that the partners and the core project team have learned, identifying what worked well and what areas to consider improving in a future project.
  • Stay engaged with Oracle SaaS Support Services: Make the most of this invaluable resource that’s included for free with your cloud services.
  • Establish ongoing training: Ongoing training is the best way to maximize system productivity and applications knowledge. Implement training programs for new hires, refresher sessions and deep-dive learning via Oracle LaunchPad, Oracle’s free interactive cloud education platform.
  • Manage change: One of the key benefits of the cloud is that it’s always up-to-date, with new features and best practices rolled out every quarter. To help users quickly adopt these new features and practices, you can request Guided Learning from Oracle University. Guided learning embeds training right into the cloud application, walking users through processes (such as how to create an invoice) step by step. It’s an easy and effective way to ensure that users stay productive and learn continuously.
  • Join the conversation: Make yourself heard and learn from other Oracle Cloud Applications users as a member of the Oracle Cloud Community.
  • Be a reference: Make your knowledge and experience available to others who are considering a cloud migration by serving as a reference to help them succeed.
  • Plan the next cloud project: Once you’ve learned how seamless a cloud project can be, you’ll probably want to consider your next migration to retire other on-premises systems.

Embark on your new life in the cloud

Even the finance leaders who have been reluctant to use the cloud are beginning to recognize the benefits and simplicity of the process. In these two articles, you’ve learned about every phase involved in migrating on-premises ERP to the cloud. It started with thoughtful planning and team buy-in, kicked off with the four core CIDER activities in the implementation stages, and then moved to verifying the work with testing.

From there, it was time to assess system, user, and organization readiness to prepare for a successful launch. The final delivery phase saw your cloud ERP system and gave you reason to celebrate—and perhaps left you considering where your organization can reap the most rewards with its next cloud migration.

For an even more seamless cloud experience, explore Oracle SOAR, an automated cloud migration and upgrade offering that integrates proven cloud methodologies with innovations such as AI and machine learning.

 

Want more details? Read our ebook, “How to Cloud: A Five-Step Guide for Successful Oracle ERP Cloud Projects.”

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