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 Doug Schmidt Solutions Architect | Financials SCM Hugh Eubanks Solutions Architect | HCM The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Planning Objectives  Transformation or status quo?  Reduce customization  Business process streamlining  Reduce TCO  Expand access / audience  Business intelligence  Modernize integration  Reduce staff  Merger / Acquisition  Standardization 3 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

12 Week Starting Point 18 weeks Delta Fit/ Gap Re-Apply Customizations UAT - 12 weeks - First Second Third Pass Pass Pass 4 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Scoping Technical Functional  Database Size  New modules  OS updates to apply  Overhaul core entities (person module, chartfield structure)  DB upgrade  Reporting overhaul  DB consolidation  Workflow overhaul  Performance sizing  Security overhaul  Hosting move  Business Intelligence  New hardware  Full testing cycle  Security / Vulnerability  Archiving  Data Masking  Intrusion Protection 5 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

12 Week Starting Point – New Functionality Example 24 weeks - Upgrade + New Modules / Functionality- Fit/ Gap - Configure Integrate Training Requirements Data Covert Testing Migration Re-Apply Delta Fit/ Gap UAT Customizations - 16 weeks - Final First Second Third Fourth Fifth Pass Pass Pass Pass Pass 6 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

12 Week Starting Point – Technical Pre-Work Example 22 weeks - Technical Pre-Work - DB Upgrade or Testing O/ S upgrade Testing Archiving Performance Tuning Re-Apply Delta Fit/ Gap UAT DB Consolidation Customizations - 16 weeks - Final First Second Third Fourth Fifth Pass Pass Pass Pass Pass 7 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Transformational Example 44 weeks Planning & Business Process Change Management Scoping Analsys Install System Prototyping SIT # 1 Vulnerability V9.2 Focus Group SIT # 2 Performance Validation Configure Integrate Training Data Covert Testing Migration Re-Apply First Second Third Fourth Fifth Delta Fit/ Gap UAT Pass Pass Customizations Pass Pass Pass - 16 weeks - Final 8 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 Fixed  1 PeopleSoft Upgrade Specialist  1 DBA/System Administrator  # PeopleSoft Developer(s) {depending on level of customization & integration} Variable  1 SME per new module / functionality  Requirements, Configuration, Data Validation, Testing  Shared technical resources ( 0.5 FTE per module)  1 Project Manager – dedicated 100% The Business & Technology Resource Group (BTRG) Proprietary & Confidential

BTRG Assessments 1. HCM or Financials Functional Assessment 2. PeopleSoft Infrastructure Assessment 3. PeopleSoft v9.2 Upgrade Assessment 4. Strategic Roadmap for PeopleSoft Customers 11 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? Traditional Upgrade Process Usually best o Most proven method of o managing differences between new release and your current environment Structure difference and data o conversion supported by Oracle Integrity of your business o configuration is shared by Oracle Experience tweaking and o rehearsing the cut-over is high Method has been effective o since 1994 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent? Clean start with new v9.2 o Re-implementation Process database Move business configuration o and data from current into new database Leave all modified objects o (customizations) behind Customer has responsibility for o structure differences and data conversion Testing and re-validation effort o is usually bigger It’s also been done since 1994, o but much less commonly = expertise is rare The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent? Oracle “supported” upgrade path versus the “multi-step” Currently Supported V7.5 V8.9 Step # 1 Step # 2 V8.1 V9.0 V9.2 V8.4 V9.1 V8.8 The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent? Traditional Re-Implementation Upgrade Process 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? Technical reasons…  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 Business reasons…  Financials: Chartfield Structure overhaul / New COA  Major conceptual shift in business processes  Organizational change that results in re-conversion of historic data The Business & Technology Resource Group (BTRG) Proprietary & Confidential

Upgrade or Re-I m plem ent? Traditional Upgrade Approach Re-Implementation Approach PROS PROS • supported by Oracle • less time to complete • well defined and documented steps • eliminates old customized objects • multiple upgrade “passes” • facilitates cleanup through re-conversion of data • vendor supported data conversion • supports a gradual migration • proven • encourages “fresh start” thinking • can handle complex situations, such as cross- platform upgrade or consolidation of multiple instances CONS CONS • de-bugging PeopleSoft ’ s upgrade method and • unsupported by Oracle scripts on new releases • dependent upon partner skills • limited upgrade window is often a constraint • all at once migration 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 owners 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 organizational 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