EgisedgeOracle Partner
SetupERP Financials6 min readBy Egisedge Technologies

EBS to Fusion Migration Partner: How to Choose One

A buyer's guide to choosing an EBS to Fusion migration partner: approach options, questions to ask, FBDI, Oracle Integration, testing, scorecard and red flags.

Moving from Oracle E-Business Suite (EBS) to Oracle Fusion Cloud ERP is not an upgrade. It is a new implementation on a SaaS platform that Oracle updates every quarter. The partner you choose will shape the approach, the design, the data and how well you cope after go-live.

This guide is for finance and IT leaders who are shortlisting partners. It covers approach options, what to ask, how to judge answers and what to put in the contract. For the project tasks themselves, see our EBS to Fusion migration checklist.

Pick the approach before you pick the partner

Have a view on the approach first. Then test whether each partner can deliver it, or can argue well for a different one.

ApproachWhat it meansSuitsWatch for
Full reimplementationAll in-scope processes move to Fusion in one go-liveSimpler estates, few integrations, one or two ledgersLarge cutover, heavy testing load in one window
Phased with coexistenceFusion takes some functions first (often Financials) while EBS keeps others for a periodLarge or customised estates, manufacturing or supply chain still on EBSIntegrations between EBS and Fusion must be built, run and later retired
Phased by entity or regionBusiness units or countries move in waves on one global designMulti-country groupsDesign must be stable before wave one

Oracle publishes a reference architecture that shows EBS and Fusion Cloud Financials running side by side, connected through Oracle Integration. Our repository summarises it under EBS and ERP coexistence.

Start from standard processes

Fusion is configured and extended, not modified. The biggest saving in most migrations comes from not rebuilding old EBS customisations.

Oracle publishes Oracle Modern Best Practice: a public set of business process models for ERP and other areas, with the Oracle products and KPIs behind each process. Oracle positions it as a tool to plan adoption and define scope.

Ask each partner how they use standard processes in design workshops. A good answer covers:

  1. Running workshops from the Fusion standard process, not from EBS screens.
  2. Listing every EBS customisation, report and interface, then marking each as retire, replace with standard, or rebuild.
  3. Getting business sign-off for each gap that remains.

What to ask a migration partner

  1. Fusion and EBS experience. Who on the team has run Fusion Financials go-lives? Who understands your EBS setup? You need both.
  2. Approach. Which approach do they recommend for you, and why? What would make them change it?
  3. Design method. How do they run design workshops? What do the design documents look like?
  4. Data migration. Which objects will move, how much history, and how many mock loads?
  5. Integrations. Which interfaces move to Oracle Integration, which are retired, and who owns them after go-live?
  6. Testing. Who writes test scripts, who runs them, and what are the exit criteria for each test phase?
  7. Quarterly updates. How will they help you test and adopt each update during and after the project?
  8. Team and hours. Who are the named leads? What hours do they cover in your time zone?
  9. Handover. What do you receive at the end: configuration workbooks, integration code, test packs, runbooks?

Data migration with FBDI

Fusion Cloud ERP provides file-based data import (FBDI) templates for Financials, Procurement, Projects and Supply Chain objects. Data is mapped into the template, packed as a ZIP file and loaded. Oracle Integration can automate the upload, run the import jobs and check the result. See our FBDI import note.

Ask the partner to explain their plan for each step:

  1. Extract from EBS, with agreed cut-off dates for open and historical data.
  2. Cleanse: duplicate suppliers and customers, inactive accounts, old open items.
  3. Map EBS values to the new Fusion chart of accounts and setups.
  4. Run at least two or three mock loads, with full reconciliation of counts and balances.
  5. Hold a dress rehearsal that uses the real cutover timings.

Our FBDI testing playbook lists the checks we use.

Integrations through Oracle Integration

Oracle Integration provides adapters for both sides. The Oracle E-Business Suite Adapter connects to EBS interfaces and APIs. The Oracle ERP Cloud Adapter connects to Fusion services and business events. In a phased move these carry data between EBS and Fusion. After the move they connect Fusion to banks, tax and other systems.

Ask for an integration inventory early. Ask how errors are monitored and resent, and who supports each integration after go-live. Our Oracle Integration notes and OIC setup playbook give more detail.

Testing and quarterly updates

Oracle updates Fusion Applications every quarter. Each update reaches your test environment before production. Many new features are opt-in. Oracle publishes readiness material each quarter that explains what has changed.

That changes how you should judge a partner's testing approach:

  • System integration testing should cover end-to-end flows, including integrations. See our SIT playbook.
  • User acceptance testing should be run by the business, with scripts the partner helps prepare.
  • Build a regression test pack that you can rerun every quarter. See our quarterly update testing playbook.
  • If your go-live falls near an update, plan the timing with care.

Partner scorecard

Score each shortlisted partner from 1 to 5. Weight the rows to suit your priorities.

CriterionWhat good looks likeScore (1–5)
Fusion Financials deliveryNamed leads with Fusion go-live experience
EBS knowledgeCan read your EBS setups and custom code
Standard process designWorkshops start from Fusion standard processes
Data migration planFBDI-based, several mock loads, reconciliation sign-off
Integration approachInventory, Oracle Integration design, error handling
Testing and quarterly updatesReusable regression pack, update plan
Team and time zoneNamed people, overlap with your working day
Handover and exitDocuments and code owned by you

Red flags

  • A fixed price agreed before any discovery of your EBS estate.
  • A plan to rebuild most EBS customisations "like for like".
  • One mock data load, or none.
  • No named leads until after the contract is signed.
  • Testing left mostly to your own users without scripts or support.
  • No view on quarterly updates after go-live.
  • Integration code or configuration workbooks that the partner keeps.

Contract and engagement checklist

  • Scope lists modules, entities, ledgers, integrations and reports
  • Approach (full or phased) and phase boundaries written down
  • Data objects, history depth and number of mock loads agreed
  • Integration inventory attached, with ownership after go-live
  • Test phases, entry and exit criteria and responsibilities defined
  • Named leads, with a process for replacing them
  • Working hours and time-zone overlap agreed
  • Hypercare period and quarterly update support after go-live defined
  • Change request process and rates stated
  • All deliverables, code and documents belong to you

How Egisedge helps

Egisedge Technologies is an Oracle Partner, founded in 2019, and implements Oracle Fusion Cloud ERP, HCM and SCM and Oracle Integration Cloud (OIC). Our directors bring 20+ and 16+ years of hands-on Oracle EBS and Fusion experience across finance and supply chain. We have delivered multiple Oracle projects. Our teams work from offices in Gurugram and Mahendergarh, India, and deliver offshore across GCC, UK/Europe, US and Australia/NZ working hours. You can read more about our EBS to Fusion migration service.

If you are shortlisting partners for a move from EBS to Fusion, email info@egisedge.com to talk to our team.

Frequently asked questions

Should we reimplement or move from EBS to Fusion in phases?

Both work. A full reimplementation moves all in-scope processes in one go and suits simpler estates. A phased move runs EBS and Fusion side by side for a period, often starting with Financials, and suits large or heavily customised estates. Ask each partner to explain which they recommend for you and why.

How is data moved from EBS into Fusion Cloud ERP?

Fusion Cloud ERP provides file-based data import (FBDI) templates for many objects. Data is extracted from EBS, cleansed, mapped into the templates and loaded as ZIP files. Oracle Integration can automate the upload and the import jobs. Plan several mock loads and reconcile each one.

Can we keep our EBS customisations in Fusion?

Not as they are. Fusion is a SaaS product that you configure and extend rather than modify. A good partner reviews each customisation, retires what standard Fusion processes now cover, and rebuilds only what the business still needs using supported extension and integration tools.

What happens after go-live with quarterly updates?

Oracle updates Fusion Applications every quarter. Updates reach your test environment before production, and many new features are opt-in. Your partner should help you review readiness material, run a regression test cycle and decide which new features to switch on.

Talk to Egisedge about ERP Financials

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