WEBINAR Best Practices for Maximizing and Modernizing your Oracle Applications Oracle Cloud, PeopleSoft, JDE, EBS, and NetSuite We will show some strategies to help you improve response times, leverage the latest functionality, and lower your total cost of ownership. ​​ Benefits > Discover creative ways to control support costs > Reduce your total cost of ownership > Regular updates to ensure compliance > Keep pace with new features delivered and upcoming > Make Oracle application maintenance easier > Run health checks to receive a current status of your running environments Takeaways > Case Study from Root > Case Study from HMS > Discover creative ways to control support costs > How to maximize ROI & Increase Automation with Managed Services > How we can enable an extension of your team

1. Best Practices for Maximizing and
Modernizing your Oracle Applications
Oracle Cloud, PeopleSoft and NetSuite

2. Candice Carden
Director Client Success
Candice is an HR and IT Operational excellence leader, understanding critical business needs,
optimizing technology, resources needed to implement and exceed organizational objectives. Her
specialization is in Solutions, with 20+ years working with PeopleSoft, Oracle, Salesforce, and Taleo.
Today’s Presenter
Rajshekhar Bandaru
Director, Service Delivery
Raj is delivery and solution driven manager, with 20+ years working with PeopleSoft and Microsoft
technologies. He specializes in Delivery Services, Support Transitions, Business Process Solutions,
Integration Solutions and Project Management.

3. What Oracle ERP Application(s) are
you currently running in your organization?
A. Oracle ERP Cloud
B. PeopleSoft
C. JD Edwards
D. eBusiness Suite
E. NetSuite

4. SmartERP Solutions | Global Expertise with Local Presence
UAE
Dubai
Bangalore
Hyderabad
INDIA
• Toronto
• Boston
• Chicago
• Dallas
• Atlanta
• Austin
HQ
Pleasanton, CA
Chennai
Founded in 2005
by former Oracle
Executives, Architects,
and Consultants
Implementation Partner
Oracle Cloud, NetSuite,
PeopleSoft, EBS and JDE
Solutions and Services
A unique blend of fixed fee
Solutions and Services
300+ Clients
Worldwide clients for life
across various industries
350+ Employees
Certified experts around the
world – 24x7x365

5. Unique Blend of Oracle Services and Solutions
Certified Oracle ERP Cloud Team
EPM, EPM, SCM, HCM, CX, and PaaS Cloud Resources
Cross Industry Experience
Distribution, Retail, Gen. Bus,
Manufacturing, Professional
Services, High/Fin Tech
Platform Experience
(IaaS) Database,
Migrations, Upgrades,
Data Conversion & MDM
Solutions
Talent Procurement, Onboarding,
Avalara Tax Connector, SoD,
E-Verify/I9 Solutions & GDPR
Integration
Extensions and Development (PaaS)
Business Intelligence
Analytics, Reporting,
Data Visualization and Big Data
On-Premise to Cloud
Migration/Roadmap and
Case for Change
Assessments
NetSuite Alliance Partner
Onsite, Off-site and Offshore
Fixed Fee Delivery Model
Quality Oracle Solution
Delivery Experience
Global Expertise at the
Local Level
Innovation at the Core
of our Services
Cost Conscious,
Results Oriented
Key Differentiators
Services include:
Fixed Fee Oracle Cloud and NetSuite
ERP/SCM/HCM implementation services with
strong project management, process
improvement, change management and PaaS
customization/integration/development/exte
nsions BI/Analytics and application support
capabilities.

6. 6
SmartERP | Oracle Functional Areas
ERP/EPM – Finance, Revenue
Management, EPM -Planning and
Budgeting, Consolidation & Close
SCM – Procurement, OM, INV,
Subscriptions, Projects, Field
Service, Supply/Demand Planning
HCM – Benefits, Comp, Talent, &
Workforce Management,
Recruiting, Learn and Payroll
Manufacturing – PLM, WHM &
Transportation Management and
CRM – Sales & Service & CPQ
Process Improvement and
Integration/Development/PaaS/
IaaS and Extensions

7. What level of Oracle Support does your
organization have?
A. Premier
B. Extended
C. Sustaining Support
D. Other
E. Not Sure
F. We don't have support!

8. Samples of our Cross-Industry Client Successes
Manufacturing, Hi-Tech, Fin-Tech and Healthcare (Industrial,
Hi-Tech and Semi-Con Lifesciences, Pharma, Bio-Tech &
Healthcare
Professional Services & General Bus. (Staffing,
Legal, Education, Eng. & Construction)
Wholesale Distribution and Retail
(Building, Solar, Furniture, Electronics,
Wine, Food and Bev)

9. Agenda
• How to Manage Updates
• Oracle, NetSuite, and PeopleSoft Updates
• Creative Ways to Control Support Costs
• Reduce Total Cost of Ownership
• Keep pace with new features delivered and upcoming
• Make Oracle application maintenance easier
• Case Studies: HMS, Root

10. Oracle Updates

11. Oracle Updates
Oracle Cloud
• Four feature updates each year with patches and new
functionalities. On average, just in the ERP area, more than
a hundred new functionalities are made available each
quarter.
• Patches on existing functionalities: There is generally little
or not at all impact or workload for you as these are
patches have been tested by Oracle upstream.
• New features: By default they are disabled and there is no
obligation for you to enable them immediately after
updates.

12. Oracle Updates
PeopleSoft
• PeopleSoft Update Manager (PUM) is Oracle’s simplified
Lifecycle Management tool for continuous PeopleSoft
upgrades.
• The PeopleSoft Update Manager uses the PUM PIA
application in combination with PeopleSoft Image
Updates for customizable and cost-effective application
upgrades.
• Selective Adoption allows the ability to apply only parts
of PUM with new features or fixes.

13. Oracle Updates
NetSuite
• NetSuite releases scheduled updates to its entire customer
base twice a year
• NetSuite uses a phased roll out approach, making the
updates live for a small percentage of customers first, then
continuing through its entire customer base.
• Log in to your dashboard to confirm your upgrade date.
You can also request a Release Preview test account for
hands-on access to see how new features will work with
your data, workflows and customizations.

14. How disruptive are Oracle releases to
your business and IT teams?
A. Very
B. Somewhat
C. Not At All

15. Things to Consider

16. 1. How to do you keep up Oracle’s quarterly or bi-annual
updates cycles to make the most of new features?
2. How do minimize the burden of testing Oracle apps
Two to Four times per year?
3. How to ensure business continuity post each update,
and ensure there is no application downtime?
4. How to coordinating between IT and business teams, as
both are needed to create and maintain test scripts?
Things to consider

17. 1. How new features and bug fixes will impact current
processes and procedures?
2. How to identify the exact scope of what you should be
testing?
3. How to minimize the test automation script
maintenance burden?
4. How to ensure 100% regression testing?
5. How do you manage support with teams struggling
with ongoing development and troubleshooting
requests?
Things to consider

18. 1. Stay Informed – Continuous learning and understanding of upcoming updates and new fixes,
features and functionality
2. Identify – The framework of people, process, and technology that is required to review, maintain
and utilize new features and updates as released.
3. Communication – Each organization is unique so there is no standard approach to developing a
deployment schedule, but in general these tips will allow transparency and build trust:
• Don't deploy updates that require restarts during the middle of the day or known key user
demand such as month end close or open enrollment
• Review new features before applying new releases, it is important to thoroughly evaluate
the new release and any downstream or 3rd party integration impact.
4. Define – Have an update strategy & understanding how the updates impact business &
applications & who will be tasked with review, testing and deploying with agreed timing
• Oracle Cloud – Quarterly
• PeopleSoft – Bi-Annual or Annual
• NetSuite – Bi-Annual
Best Practices

19. 1. OATS is Oracle’s own test automation tool that offers full
compatibility with its applications.
2. PTF (PeopleSoft Test Framework) for automated testing,
early defect detection, increases scalability, reduces need
to refresh testing systems from production.
3. Selenium Framework for automated testing as a service.
Automate Testing

20. 1. OnDemand: As need “bucket of hours” support to cover employee
absences, M&A activity, open enrollment, peak business demands
2. Oracle Release Support: Quarterly, Bi-Annual, or Annual our team will
review, test, and apply Oracle updates to your environments to
ensure business continuity and maximize automation
3. Incremental Support: Full time (40 hours per week) or Part-time
(Starting at 15 hours per week)
a. Assist with support, best practices, troubleshooting, enhancements
b. Functional, Technical, and/or Infrastructure support
c. 24/7 or during business hours
4. Full Managed Service Outsourcing: Support of all PeopleSoft
Applications, including Level 1, 2, 3 support 24/7
Critical business systems support 24 hours a day, 365 days per year, including
Functional, Technical and Infrastructure support.
Application Support

21. How likely are you to delay applying Oracle
Updates due to resource constraints?
A. Very
B. Somewhat
C. Possibly
D. Not At All

23. About
HMS, a Gainwell Technologies Company, delivers healthcare technology and analytics solutions to
reduce costs and make healthcare work better for payers, providers and members. Our first-in-class
coordination of benefits and payment integrity solutions help our nation’s safety net programs save
billions annually and ensure sustainability.
Billions
ofdollarssavedforcustomerseveryyear

24. • SLA based integrated all-in-one Support
• 24x7 support delivered from multiple time zones
• Latest image of Demo always maintained
• Critical patches updated – CPU, DB, Windows server, and
Oracle Security alerts
• Weekly, Monthly and Quarterly scheduled meetings with
Business, IT and Senior Management teams
• Monthly metrics published on all layers of support
Full Managed Services Model with HMS

25. • Incident Management
• Maintained Response SLA at 100%
• Reduced Monthly Incident Tickets by 86%
• Reduced average time to resolution to less than 24 business
hours
• Uptime SLA Metric: 100%
• Maintain high CSI Score: 73 (out of 100)
• Daily Offline Database Backups, with incremental backups
at 15-minute intervals
• DR Recovery Time for all PeopleSoft Instances: 24 hours
HMS Results

26. We activate, motivate, and inspire people to
accelerate the speed of change through a
combination of disruptive methods, storytelling,
and interactive experiences. Root’s expertise in
customer experience, strategy activation,
maximizing operations, technology adoption and
unlocking talent is backed by proven research
and evolved over 25 years. A bold culture and
international reputation for results has attracted
70 percent of the Fortune 50 to work with Root.
About

27. • SLA based Support
• Support during regular business hours
• 20 hours per week, a mix of onshore and offshore
• Bi-weekly scheduled meetings with Business Users and
Information Technology team
• Perfect balance of resources and expertise to maximize
ROI of PeopleSoft Applications
Incremental Support Model with Root

28. • Incident Management
• Reduced Incident Response Time: 97%
• Reduced average time to resolution: 79%
• Weekly Backups
• Seamless extension of limited internal team
• SLA Performance: 99.9%
Root Results

29. What percentage of functionality and
automation does your organization use with
installed Oracle applications?
A. 100%
B. 80%
C. 60%
D. 40%
E. 20%
F. Less than 20%

30. Advantages of Managed Services
• Availability
• Accessibility
• Flexibility
• Knowledge
• Partnership

31. Our Chanel Partnerships
Dedicated global implementation team,
works across the industry through
multiple platforms
Our Understanding of your Industry and
your Business Challenges
Deliver operational value by leveraging our cross-
industry experience
Proven Solutions and Services
Delivery Capabilities
Successfully delivered over 250+ multi-pillar
on-premise and Cloud projects
Managing Transformation, Projects and
Organizational Change is Foundational to Us
Proactively identify and minimize the “project, people
and organization issues” and risks
Instills Knowledge Transfer and
Collaboration in our Work
Provide Proactive and valuable modern best
practice driving a faster time to value and ROI.
Our Commitment to Invest in our
Partnership and Earn your Trust
“One Team” environment that aligns with your
company culture to form a Strategic Partnership.
Why Partner with SmartERP?
 We are focused on your priorities.
 We understand your business.
 We provide deep industry and
Oracle expertise to drive through
the complexities.
 We are flexible to work with,
dedicated to earning your trust
and committed to your success.
 We believe we align with your
company culture.
 We are uniquely qualified to
become your trusted strategic
partner and look forward to
working with you on next steps.
Thank You
“One Team”
Collaboration for Success

32. A. Just Smart Form I-9 (Free)
B. Both Smart Form I-9 and E-Verify (Free)
C. Smart Applications with Smart Onboarding ($)
D. Full Suite with HR Integration ($)
E. Full Suite with HR Integration plus other apps ($)
F. Not Sure?
Questions and Answers
Candice Carden
Director Client Success
404-452-8460
candice.carden@smarterp.com