Upgrading in a Multitenant Environment

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1 Upgrading in a Multitenant Environment OTM SIG Conference 2014 Russell Young Averitt Express

2 Agenda Averitt overview Averitt OTM environment Upgrade summary and strategy Configuration considerations Managing the resource drain

3 Averitt Overview Privately-held company Corporate offices in Cookeville, TN More than 140 facilities More than 4,600 power units (including pickup/delivery & over-the-road) More than 12,000 trailers Non-union LOB s include LTL, TL Van, TL Flatbed, TL brokerage, dedicated, warehousing, expedite, international freight forwarding, and transportation management $1 Billion annual revenue

4 Averitt Express, Inc. 25 th largest carrier (Transport Topics 2013) 15 st largest dedicated carrier (Transport Topics 2013) Less than Truckload Truckload Supply Chain Solutions Integrated Services International Expedited LTL Consolidation Deconsolidation Customized local solutions Nationwide partnerships Dry van and flatbed services Automotive, retail, and consumer products Transportation Management Dedicated Contract Carriage Warehousing Truckload brokerage Dry van, flatbed, and reefer Intermodal Freight forwarding Portside services Customs brokerage Ground and air expedite services Internal and external assets

5 OTM Business Strategy Managed TMS as part of a wider array of services Provide the best transportation management technology available Provide a menu of services (sourcing, optimization, execution, visibility, freight payment, reporting, analysis, etc.) Multi-customer platform Standardized implementation footprint Customized implementation where required Collaboration with Averitt asset-based operations Cross-customer collaboration

6 OTM Infrastructure OTM Supply Chain Solutions Program management Customer management Project management Functional configuration Operations Operational support Upgrade application OTM hosting Disaster recovery Technical configuration Functional configuration support Post implementation support Rapid Deployment Model

7 OTM Domain Design Public DB Objects Accessorial Codes Labels ServProv Service Providers Logins are client-specific Shared Locations (shared) Shipments (shared) Rates (shared) Invoices (shared) Client Orders* Shipments Rates Agents

8 Upgrade summary and strategy Summary: From version to version Multi tenant environment (shared planning) Concurrent new client implementations Concurrent value add development for existing clients Strategy Widen our offering through Oracle enhancements, while providing seamless service of existing functionality.

9 Upgrade environment roadmap Upgrade rehearsal and timing End to End testing Test all existing functionality New client implementation Sanity checks Contingency plan

10 Timing Factors (macro) Juggling the many timing factors requires careful planning and fluid communication Client Scheduling Implementation General business cycle (Seasonality, month end, etc ) Internal resource calendars Develop on upgraded instance

11 Timing Factors (micro) Daily payload schedule ensures the upgrade will not step on current processes. Performance schedule ETL Batch Processes Data Queries Automated Bulk Plans

12 Documentation Domain Configuration Domain Grants VPD s User/Role Configuration Associations Menus Screen Sets Mgr Layouts Preferences

13 Configuration considerations Automation Agents Agents rolled up to be shared, if possible. All db objects referenced by agents in a custom schema Collect CSV s for agents from DEV once testing is confirmed Fusion Transportation Intelligence Customized tables and ETL code must be moved into ODI configurations Reports re-written using new FTI tool (ODI)

14 Other considerations Oracle support SR s are inevitable Resources should be designated to specifically babysit them. Sev1 designation for SR s that are not in PROD is sometimes necessary Post upgrade support Each tenant requires different types of support Prepare end users to be the first line of support

15 Managing the resource drain Typically, the end users aren t involved in implementations or upgrades until it is time for their stamp of approval. End Users User Acceptance Testing Operations Power Users Operational support Unit Testing Integration Testing Oracle Support Upgrade scripts Training

16 Managing the resource drain By involving end users in unit testing and training the workload is equalized and the end user is empowered. Power Users Operational support Integration Testing Oracle Support Upgrade scripts End Users User Acceptance Testing Operations Unit Testing Training (train the trainer)

17 Time can be your friend There is no time like the present to assure all documentation is up to date begin researching the next upgrade and what functionality is changed/added empower end users by teaching them to test processes, document architecture, and train other users commence planning for the next upgrade

18 Questions?

19 Thank You Russell Young

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