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Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade
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Astute Business Solutions - Fast Track Impact Analysis for PeopleSoft 9.2 Upgrade

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  • 1. Fast Track Impact Analyzer andAccelerated Upgrade for PeopleSoftAstute Business SolutionsPeoplesoft@beastute.com http://www.beastute.com
  • 2. Upgrade Business Drivers Upgrade Business Drivers VOLUNTARY IMPROVEMENT FORCED UPGRADE New Functionality Maintenance & Support • Improved functionality • Stay on supported release • Reduce Customizations • Extend investment value • Develop with Ease • Postpone decision on Fusion/Other ERP • Standards based tools Expansion & Consolidation Technology Upgrade • New BU’s/Companies • New Architecture • More Users • Platform Improvements • Instance Consolidation • Streamlined Integration • Improved Reporting2 Astute Business Solutions
  • 3. Upgrade Challenges • Drivers & Goals • Manual approach • Impact & Change • Eyeball method ASSESS • Architecture • Error and Bias • Budget/ Resources • Variance Factor • Dependencies • Budget Overflows PLAN • Contingencies • Loose Estimates • Tech. Upgrade • Prolonged Dev • Func. Upgrade • Multiple Tests DEPLOY • Test and Deploy • Unable to de-Customize • Patches/Fixes • Maintain • Enhance • Optimization and Tuning SUPPORT • Support • Unable to de-Customize3 Astute Business Solutions
  • 4. Fast Track is a pre-upgrade assessment tool and service that quickly details the upgrade effort Benefits Traditional Fast Track • Speed – Critical Impact Analysis in less time over manual efforts • Reliability – Auto-discovery, algorithm-based analysis Subject to error In-depth analysis • Accuracy – No other product and bias simulates a Tools Upgrade prior to the actual start of the upgrade to Intelligent reporting give you an accurate picture of your customizations Manual assessments • Predictability – Can run Fast Track before the upgrade to accurately Automated discovery plan and budget • Visibility - It does what PeopleSoft Tools do AND A LOT MORE over the traditional approach4 Astute Business Solutions
  • 5. Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort Initial Pass: The Big Picture Copy of 7 Perform Application Setup steps New Release 8 Back-up Production System database 9 Copy & Transform Application data database Using DataStage jobs PRIMED TARGET 10 Final Setup steps 1 Database compare 2 Copy PeopleTools 4 Compare custom project Compare Reports and other tools don’t provide -to identify customizations tables 5 Apply customizations in-depth Impact Analysis vs. 9.0 which is critical in 6 Copy PeopleTools tables Using DataStage jobs estimating complexity and effort of the upgrade. Demo (current release) 3 Update PeopleTools to new version TOOLS TARGET5 Astute Business Solutions
  • 6. Traditional Assessments are not scientific and accurate – Fast Track is! * Intuitive Categories Category New Custom Delivered Custom Total Object Type High Medium Low High Medium Low Fields 15 10 25 TranslateValues 5 3 8 Records 75 134 100 40 68 55 472 SQL 10 23 75 5 25 15 153 RecordPeopleCode 173 205 492 67 95 163 1195 ApplicationPackagePeopleCde 0 Pages 183 216 457 37 273 267 1433 PagePeopleCode 15 84 148 12 45 32 336 Components 65 218 385 27 61 163 919 ComponentPeopleCode 46 75 419 25 73 294 932 ComponentRecordPeopleCode 12 65 148 225 ComponentRecFldPeopleCode 10 54 127 191 Menus 54 35 89 PortalRegistryStructures 583 336 919 PermissionLists 174 19 193 ComponentInterfaces 35 62 121 9 21 15 263 ApplicationEnginePeopleCode 75 193 249 16 24 69 626 ProcessDefinitions 1580 375 1955 ServerDefinitions 2 2 4 MessageNodes 0 Messages 125 43 168 MessageChannels 2 2 SubscriptionPeopleCode 54 54 URLDefinitions 5 5 Images 18 18 StyleSheets 14 14 Relationships 0 * Based on your metadata – i.e. real time info6 Astute Business Solutions
  • 7. Compare Report does not provide Impact Analysis – Drilldown to line of code Fast Track does.Intuitive grouping by Component7 Astute Business Solutions
  • 8. Compare Reports don’t compare custom PeopleCode changes! Compare on the fly8 Astute Business Solutions
  • 9. Drill down to the line of custom code9 Astute Business Solutions
  • 10. View Customizations by Module – Accelerate Business Process Decisions Count of Change Detail Change Detail Module1 Object Type Target Changed Target Dropped Target UnChange Grand Total Asset Management 73 277 8 358 Billing 33 183 6 222 Bills and Routings 45 395 16 456 Commitment Control 19 54 2 75 Contracts 3 46 1 50 Cost Management 5 123 3 131 Deduction Management 53 4 57 Engineering 40 32 3 75 General Financial 3 20 23 General Ledger 4 103 3 110 Inventory 253 442 20 715 None 968 2540 89 3597 Order Management 937 1466 76 2479 Payables 44 160 7 211 Production Management 50 38 5 93 Production Planning 5 150 1 156 Projects 2 49 1 52 Purchasing 64 123 7 194 Quality 46 133 8 187 Receivables 68 444 25 537 Travel and Expenses 89 21 10 120 Grand Total 2804 6803 291 989810 Astute Business Solutions
  • 11. Don’t Guess – Use detailed estimates by complexity ratings and change type Custom Custom Total Custom New Custom New Total Grand Total Row Labels High Low Medium Very High Low Medium Asset Management 54 425.6 4 483.6 3.5 33 36.5 520.1 Target Changed 12 71.5 4 87.5 87.5 Target Dropped 42 350.1 392.1 3.5 33 36.5 428.6 Target UnChange 4 4 4 Billing 24 262 286 29 29 58 344 Target Changed 6 154 160 160 Target Dropped 18 104.5 122.5 29 29 58 180.5 Target UnChange 3.5 3.5 3.5 Bills and Routings 6 88.4 2 96.4 30.5 136 166.5 262.9 Target Changed 6 42.6 2 50.6 50.6 Target Dropped 37.8 37.8 30.5 136 166.5 204.3 Target UnChange 8 8 8 Commitment Control 6 57.4 12 75.4 2.5 19 21.5 96.9 Target Changed 6 39.5 12 57.5 57.5 Target Dropped 16.9 16.9 2.5 19 21.5 38.4 Target UnChange 1 1 1 Contracts 2 2 4.25 19 23.25 25.25 Target Changed 1.5 1.5 1.5 Target Dropped 4.25 19 23.25 23.25 Target UnChange 0.5 0.5 0.511 Astute Business Solutions
  • 12. SQR Analysis – Sample Report12 Astute Business Solutions
  • 13. Query Analysis – Sample Report13 Astute Business Solutions
  • 14. Component Analysis – Sample Report14 Astute Business Solutions
  • 15. Dashboard – New Complexity Estimates15 Astute Business Solutions
  • 16. PeopleCode Impact Analysis - Change Detail Sample Report16 Astute Business Solutions
  • 17. Fast Track – Differentiated Capabilities Solution Area Fast Track Differentiator Competitor Approach PeopleSoft • Automated, Fast, Comprehensive, • Manual analysis, some scripts, Upgrade • Consistent, Predictable, Accurate Results some SQL, ―eyeball‖ approach Assessment • Uses meta data and tags to analyze code and • Labor and cost intensive determine complexity and effort • Subject to Error and Bias Upgrade Proposal • Detailed statistical and analytical reports produce a • Swag numbers Development comprehensive fixed price proposal for Upgrade based • Based primarily on past experience on actual client information and impact to target and consultants ability to analyze release system Fit-Gap and • Semi-automated ability to compare changes by • Rely on traditional fit-gap phase to Business Process process among releases review functionality and prepare Analysis • Faster than traditional process and accelerates fit- analysis and recommendation gap and design • Labor intensive • Built-in Proprietary meta-data about PeopleSoft • Manual review of release notes and Upgrade changes documentation17 Astute Business Solutions
  • 18. Accelerate Decision Making • Prepare DB, COP, Size and Backup • Apply UPG Planning Files, Edit Scripts PREPARE • Run Planning Scripts, Update Stats, Run Audits • Prepare for process changes, Make functional decisions • Report row counts, check DB integrity, purge queues, backup DB CURRENT • Rename records and fields, modify compare options, run compare FastTrack Traditional COMPARE • Identify customizations, document customizations, restore Demo Approach Approach – – Single • Modify scripts, load system tables, export and copy projects PEOPLETOOLS • Migrate records to new tablespaces, convert Tools objects Step CHANGES • Load Tools data, create views, convert data types Process • READY FOR APPLICATION COMPARE • Review Customization Reports 2-4 6-12 COMPARE AND DECIDE • Understand Impact of Customizations (online only) WEEKS WEEKS • Make Keep/Drop Decisions Fast Track Impact Analysis – Cost Savings of up to 25% of total upgrade costs18 Astute Business Solutions
  • 19. FastTrack Behind the Scenes19 Astute Business Solutions
  • 20. FastTrack Deliverables Discovery Phase • Complete listing of online and batch custom code • Complexity Ratings by Object Type Fast Track Deliverables Analysis Phase Complete, Intelligent • Impact and Statistical Analysis and Timely • Code Parsing for Online and Batch Information • Side-by-Side Code Compare Reporting Phase • Fixed Price Proposal • Detailed Effort Estimates • Dashboard Reports20 Astute Business Solutions
  • 21. Fast Track Value Throughout Upgrade Project PREPARATION TOOLS PROJECT RETROFIT TESTING TRAINING & FIT-GAP UPGRADE COMPARE FastTrack deliverables provide value throughout the upgrade project lifecycle Customization Discovery Reduced cycle times and Map to Target Intelligent Planning and Estimation 9.0 Test Scripts Repository With Pre-Upgrade Analysis Simulated to accelerate Compare Fewer Test Moves Keep Drop decisions made easy through Impact Analysis Blueprint for development Through Impact Analysis Navigation Map Source to Target21 Astute Business Solutions
  • 22. Fast Track Upgrade The Accelerated Upgrade service includes: • Fit-Gap Analysis and Report • Upgrade Planning and Preparation • PeopleSoft Installation and Configuration • Application and Tools Upgrades • All patches and fixes required for Upgrade • 2 or More Test Moves with Unit, System, Integration Tests, Support for UAT • Migration and Retrofit of all existing customizations • Go-Live Planning and Readiness Check • 30-Day Post Go-Live Support • 60-Day Warranty of Service • Detailed project documentation22 Astute Business Solutions
  • 23. Fast Track Upgrade Methodology Design Project Audit and Install New Review and PREPARE Org, Plan, Milestones Finalize Scope Prepare Environment Release and Upgrade Tools Configure Define Tools Upgrade Compare ANALYZE Upgrade Tools and Scripts Customizations and Estimates and Env Configuration Reports and Select Conversion, Unit, System Application 2 Test Moves DEVELOP Upgrade Migration, and Integration Test UAT Retrofit Go Live Prep Prepare final Final Move to Cut-Over and GO LIVE and Plan Review Copy of Production Production and Test Support23 Astute Business Solutions
  • 24. Pricing Models ASSESSMENT ACCELERATED UPGRADE • Fixed Price • Fixed Price • 3-6Week Engagement • Comprehensive Service • Discovery and Analysis • 2 or More Test Moves to Production • Pre-defined Deliverables • Warranty and Post Go-Live Support • Pre-defined Resource Model and Plan • Unit, System and Integration Test • Starting at $250,000 • Time and Materials • Time and Materials • 3-6Week Engagement • Fit-Gap Analysis • Discovery and Analysis • New Module Implementation • Pre-defined Deliverables • New Enhancements/Processes • Pre-defined Resource Model and Plan24 Astute Business Solutions
  • 25. Proposed GOA Approach and Deliverables Conduct Fast Track Assessment STEP 1 • Produce Impact Analysis Outputs Compare Impact Analysis with IBM Results STEP 2 • Identify Delta between the two and propose plan for detailed business process review of those areas Fast Track Business Process Review STEP 3 • Build on Step 1 results and do a drill-down on key areas where deltas are significant25 Astute Business Solutions
  • 26. Fast Track Upgrade Services ASSESSMENTS • Fast Track Upgrade Impact Analysis • Fast Track Business Process Analysis • Fast Track Architecture Assessment for Upgrade UPGRADES • 90-day and 120-day (4 and 6 month) Accelerated Upgrades • Technical Upgrades, PeopleTools Upgrades, Service Packs • Custom Upgrades – Tailored Combination of Fit-Gap, Process Reengineering, Technical Upgrade, New Module /Feature Implementation, De-customization etc. ACCELERATORS • V9.0 Upgrade Repository – Test Scripts, Solution, Tips • V9.0 Upgrade Security Retrofit Utility • V9.0 Delta Training • UPK For Upgrade – Training, Documentation, Testing26 Astute Business Solutions
  • 27. Fast Track Upgrade The Accelerated Upgrade service includes: • Fit-Gap Analysis and Report • Upgrade Planning and Preparation • PeopleSoft Installation and Configuration • Application and Tools Upgrades • All patches and fixes required for Upgrade • 2 or More Test Moves with Unit, System, Integration Tests, Support for UAT • Migration and Retrofit of all existing customizations • Go-Live Planning and Readiness Check • 30-Day Post Go-Live Support • 60-Day Warranty of Service • Detailed project documentation27 Astute Business Solutions
  • 28. Sample Delivery Model Account Management Steering Committee Executive PROJECT & PROGRAM MANAGEMENT PSFT PSFT Upgrade Function Leads Technical Leads Leads Financials & BI, Reports, Interfaces, Change Assistant, HR, CRM, EP, S/CM Conversions, Enhancements DB, Scripting, Performance KNOWLEDGE TRANSFER, COMMUNICATION FLOWS, STATUS/ESCALATION, QUALITY CONTROL Upgrade Upgrade Infrastructure End User Developers Developers Delivery Team Support DBA-Client Services – Training UPK, PC Support-Client Technical—PeopleTools OS-Client Testing/QA, Performance Tuning, Third-party Applications Integration Network-Client Help Desk-Client Maintenance and Support Security-Client QUALITY/ ASSURANCE/ SERVICE LEVEL REPORTING/ UTILIZATION MANAGEMENT28 Astute Business Solutions
  • 29. Thank Youhttp://www.beastute.com

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