PeopleSoft v9.2 Upgrade Workshop The Big Picture The Business & - - PowerPoint PPT Presentation

PeopleSoft v9.2 Upgrade Workshop The Big Picture

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

I NTRODUCTI ONS

Jeff Goddard

President | CEO

Jason Wyjad

VP Strategic Business Development

Bruce Driver

Technical Architect | CTO

Hugh Eubanks

Solutions Architect | HCM

Doug Schmidt

Solutions Architect | Financials SCM

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Planning

 Transformation or status quo?  Reduce customization  Business process streamlining  Reduce TCO  Expand access / audience  Business intelligence  Modernize integration  Reduce staff  Merger / Acquisition  Standardization

3

Objectives

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

12 Week Starting Point

4

• 12 weeks -

First Pass Second Pass Third Pass

Delta Fit/ Gap Re-Apply Customizations UAT

18 weeks

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Scoping

 Database Size  OS updates to apply  DB upgrade  DB consolidation  Performance sizing  Hosting move  New hardware  Security / Vulnerability  Archiving  Data Masking  Intrusion Protection  New modules  Overhaul core entities (person module, chartfield structure)  Reporting overhaul  Workflow overhaul  Security overhaul  Business Intelligence  Full testing cycle

5

Functional Technical

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

6

• 16 weeks -

First Pass Second Pass Third Pass

Delta Fit/ Gap Re-Apply Customizations UAT

24 weeks

• Upgrade + New Modules / Functionality-

Fit/ Gap - Requirements Configure Data Covert Integrate Testing Training Migration

Fourth Pass

Final

Fifth Pass

12 Week Starting Point – New Functionality Example

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

12 Week Starting Point – Technical Pre-Work Example

7

• 16 weeks -

First Pass Second Pass Third Pass

Delta Fit/ Gap Re-Apply Customizations UAT

• Technical Pre-Work -

DB Upgrade or O/ S upgrade

Testing

Fourth Pass

Final

Fifth Pass Archiving

Testing

DB Consolidation Performance Tuning

22 weeks

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

8

• 16 weeks -

First Pass Second Pass Third Pass

Delta Fit/ Gap Re-Apply Customizations UAT

44 weeks

Configure Data Covert Integrate Testing Training Migration

Fourth Pass

Final

Fifth Pass

Transformational Example

Planning & Scoping Business Process Analsys Change Management Prototyping Install V9.2 SIT # 1 SIT # 2 Focus Group Validation System Vulnerability Performance The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Planning Tim eline

1. Upgrades vary from 12 weeks to 1 year 2. Business process change = higher user involvement = complex scheduling = longer project 3. Many technical tasks can be planned parallel to functional/ application design, prototyping and configuration 4. Complexity depends in several key factors;

• Degree of customization
• Data volume / Database size
• Size of user community
• Effectiveness of testing cycles

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Scoping – Resources

 1 SME per new module / functionality

• Requirements, Configuration, Data Validation, Testing

 Shared technical resources ( 0.5 FTE per module)  1 Project Manager – dedicated 100%

 1 PeopleSoft Upgrade Specialist  1 DBA/System Administrator  # PeopleSoft Developer(s) {depending on level of customization & integration} Fixed Variable

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

BTRG Assessments

11

• 1. HCM or Financials Functional Assessment
• 2. PeopleSoft Infrastructure Assessment
• 3. PeopleSoft v9.2 Upgrade Assessment
• 4. Strategic Roadmap for PeopleSoft Customers

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft v9.2 Upgrade Workshop Upgrade or Re-Implement

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-im plem ent?

• 1. Understand the

delivered Oracle upgrade process

• 2. Understand the

conditions that might warrant an alternative to the Oracle delivered process

• 3. Assess the factors, risks

and rewards

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent?

• Usually best
• Most proven method of

managing differences between new release and your current environment

• Structure difference and data

conversion supported by Oracle

• Integrity of your business

configuration is shared by Oracle

• Experience tweaking and

rehearsing the cut-over is high

• Method has been effective

since 1994 Traditional Upgrade Process

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent?

• Clean start with new v9.2

database

• Move business configuration

and data from current into new database

• Leave all modified objects

(customizations) behind

• Customer has responsibility for

structure differences and data conversion

• Testing and re-validation effort

is usually bigger

• It’s also been done since 1994,

but much less commonly = expertise is rare

Re-implementation Process

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Oracle “supported” upgrade path versus the “multi-step”

Upgrade or Re-I m plem ent?

V7.5 V8.1 V8.4 V8.8 V8.9 V9.2 V9.0 V9.1

Currently Supported Step # 1 Step # 2

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent?

Re-Implementation Process Traditional

Upgrade

Process

W hat factors w ould sw ing your decision on approach?

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent?

 Platform migration was necessary (ex. DB2 to Oracle)  No Oracle supported upgrade path available (You’re on v7.5)  Transforming business process = elimination of customization  Database contains high number of past upgrades (v5 -> v6 -> v7 -> v8)  Consolidation of multiple PeopleSoft instances into one  A database or OS upgrade is necessary to run upgrade scripts Technical reasons…  Financials: Chartfield Structure overhaul / New COA  Major conceptual shift in business processes  Organizational change that results in re-conversion of historic data Business reasons…

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent?

Traditional Upgrade Approach Re-Implementation Approach PROS

• supported by Oracle
• well defined and documented steps
• multiple upgrade “passes”
• vendor supported data conversion
• proven

PROS

• less time to complete
• eliminates old customized objects
• facilitates cleanup through re-conversion of data
• supports a gradual migration
• encourages “fresh start” thinking
• can handle complex situations, such as cross-

platform upgrade or consolidation of multiple instances CONS

• de-bugging PeopleSoft’s upgrade method and

scripts on new releases

• limited upgrade window is often a constraint
• all at once migration

CONS

• unsupported by Oracle
• dependent upon partner skills

Low Risk : Predictable Reward High Risk : Potentially High Reward

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft v9.2 Upgrade Workshop Odds & Ends

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Eliminate Customizations

 Copy custom objects into a separate DB, to selectively re- apply  Delta fit/ gap  Use a change agent  Prototype v9.2  Ask “why”

21

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Streamline Reporting

 Process scheduler tracks when reports and queries are run  Eliminate any report that is used infrequently  Wait for users to ask  Queries stored in system tables – cross reference

• wners with tables queried

 Ask what users do with query and report results  Replace information on reports with online info and analytics

22

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Workflow & Security Overhaul

 Re-evaluate source of

• rganizational hierarchy (who

reports to whom?)  Examine delegation requirements  Have you embraced roles and responsibilities, or just re- created user groups?  Security “do over”

23

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Strategic Direction

 Re-investing in PeopleSoft  Impact of Fusion  Taleo (SaaS)  Hyperion  OBIEE

24

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Best In Class

Our solution recipe has 3 ingredients… Great Software Sustainable Technology/ Durable Platform People + +

The Business & Technology Resource Group (BTRG) Proprietary & Confidential