ORACLE R12 IMPLEMENTATION

Executive summary

Owner driven actions to mobilise, de-risk and deliver an Oracle R12 implementation with clear responsibilities, checkpoints and outcomes without prescribing specific timelines.

Governance and sponsorship

• Confirm executive sponsor — Name, authority, escalation path and expected decision turnaround.
• Establish steering committee — Members, decision rights and reporting cadence.
• Appoint project owner and PM — Single accountable owner and day-to-day delivery manager.
• Define success metrics — Select measurable KPIs such as month-end close days, invoice days outstanding, reconciliation exceptions and SLA adherence.
• Approve budget envelope — Baseline budget, contingency reserve and commercial sign-off thresholds.

Scope, Landscape, and Design

• Finalize scope — Define modules, legal entities, ledgers, countries, third-party systems, and deprecated features.
• Complete customization inventory — Catalogue all custom code, classify as Retain / Refactor / Replace / Retire, and assign accountable owners.
• Map integrations — Document all interfaces, data flows, middleware components, ownership, and expected transaction throughput.
• Confirm data scope — Identify master data sets, open transactions, historical balances for migration, and archival policies.
• Agree on localization requirements — Capture country-specific tax rules, statutory reporting needs, and regulatory dependencies.

Migration Strategy and Cutover Planning

• Select migration approach — Decide between phased wave deployment or big-bang cutover with rationale and high-level wave plan.
• Define cutover sequencing — Establish data load order, interface start/stop points, reconciliation checkpoints, and rollback criteria.
• Specify parallel run strategy — Outline scope, reconciliation sign-offs, and go/no-go decision criteria.
• Document contingency and rollback plans — Define clear triggers, roles, responsibilities, and fallback procedures.

Data Conversion and Validation

• Approve source-to-target mappings — Validate mappings for chart of accounts, tax codes, units of measure, and item masters.
• Execute data cleansing activities — Remove duplicates, correct inactive or erroneous records, and reconcile master balances.
• Develop conversion scripts and validation checks — Automate reconciliation for trial balance, AR/AP, inventory valuation, and fixed assets.
• Establish archive and access plan — Define R12 read-only access model and historical reporting procedures.

Build, Testing, and Environment Management

• Deploy core configuration baseline — Set up ledgers, legal entities, chart of accounts, and security roles in non-production environments.
• Define testing strategy and entry/exit criteria — Cover unit, integration, regression, performance, and UAT phases with named owners.
• Prepare representative test data — Define data masking rules, volumes, and refresh cadence per environment.
• Plan dress rehearsals — Conduct full end-to-end dry runs, including data loads, interface validations, and reconciliation checkpoints.

Change Management, Training, and Runbooks

• Nominate super-users and trainers — Define role lists, training curriculum, and acceptance benchmarks.
• Deliver role-based training — Conduct hands-on sessions, process walkthroughs, and train-the-trainer programs.
• Produce operational runbooks and SOPs — Document Day-1 operations for finance, supply chain, and IT support.
• Create stakeholder communications plan — Set up regular updates, escalation channels, and readiness dashboards.

Support Model and Stabilization

• Define hypercare framework — Establish war-room setup, escalation matrix, triage protocols, and ownership for hotfixes.
• Agree on support tiers and SLAs — Document incident response times, resolution SLAs, and peak support coverage.
• Set up continuous improvement backlog — Capture defects, prioritize enhancements, and define release cadence.
• Plan knowledge transfer — Conduct handover sessions, share documentation, and assign ownership of runbooks.

Risks, Controls, Compliance, and Reporting

• List top risks with owners and mitigations — Include detection triggers, escalation routes, and contingency actions.
• Implement data privacy controls — Ensure masking in test environments, access control enforcement, and audit logging.
• Establish change control process — Formalize approvals for configuration, code, and interface changes with full traceability.
• Set up KPI reporting pack — Define operational and business KPIs with assigned owners and reporting frequency.

Immediate Mobilization Deliverables

• Signed project charter and KPI sheet.
• Completed customization inventory with assigned owners.
• Integration map with owners and contact information.
• Sample data conversion results with reconciliation checks.
• Environment access matrix and cutover blackout calendar.