Are we ready for anotherPeopleSoft Upgrade?Presented By: Sweta Ganatra PMP, SPHRPeoplesoft@beastute.com or 925-924-1402   ...
Agenda    • CrossRoads with PeopleSoft Application,      should we do another PeopleSoft Upgrade?    • Options?    • Key d...
OverviewAstute Business Solutions
At Crossroads with PeopleSoft?    • Are you looking at your PeopleSoft alone     or in conjunction with other integrated  ...
Option 1        Upgrade to        PeopleSoft 9.1 or 9.2                    •   Supported release                          ...
PeopleSoft Roadmap      Stay ahead with the latest release                              PeopleSoft 9.1              People...
Consider Hosting                       On Premise              On Demand             Cloud    Software License   PeopleSof...
Co-exist with Oracle Fusion                              PeopleSoft    BENEFITS                         PAYROLL           ...
Option 2        Adopt Fusion                    • Open Standards and SOA based               • Migrate from on-premise to ...
Oracle HCM Fusion Highlights     •   Significant emphasis on SaaS; Subscription based pricing model;         Generally Ava...
Option 3     Different ERP / Platform                 • New BU’s                                                          ...
Option 4     Do Nothing                 • Budget Limitations                          • Inflexible IT Strategy DRIVERS    ...
Automate through Configuration     • Workflow, IB,       Web Services     • LDAP, OAM/SSO       Integration               ...
Now Next StepsAstute Business Solutions
Best Practice - Health Check Assessment      Scope Definition    Customer Discovery       Detailed Assessment             ...
Best Practice - Cost Containment VENDOR SELECTION                                   PROJECT TEAM                          ...
Q&A                            Sweta Ganatra PMP, SPHR                             Peoplesoft@beastute.com                ...
About ASTUTEAstute Business Solutions
Who we are      Corporate Overview                                 Competency Overview      • Oracle Partner – Focused on ...
Our PeopleSoft Services     IMPLEMENT      INTEGRATE            MAINTAIN               OPTIMIZE          UPGRADE          ...
Recent Successes     •   National Healthcare Organization – HCM 8.8 to 9.1     •   Global Financial Services Firm – HCM 8....
Upgrade Planning Challenges           • Drivers & Goals                                               • Manual approach   ...
Thank Youhttp://www.beastute.com
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Astute oracle i participate webinar series - v1

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Astute oracle i participate webinar series - v1

  1. 1. Are we ready for anotherPeopleSoft Upgrade?Presented By: Sweta Ganatra PMP, SPHRPeoplesoft@beastute.com or 925-924-1402 http://www.beastute.com
  2. 2. Agenda • CrossRoads with PeopleSoft Application, should we do another PeopleSoft Upgrade? • Options? • Key drivers for change? • Challenges, risks, opportunities? • Common Approach and Pitfalls • Best Practices • Q&A?2 Astute Business Solutions
  3. 3. OverviewAstute Business Solutions
  4. 4. At Crossroads with PeopleSoft? • Are you looking at your PeopleSoft alone or in conjunction with other integrated applications within your portfolio? • How far ahead are you willing to plan and commit? • What level of Executive Sponsorship do you have?4 Astute Business Solutions
  5. 5. Option 1 Upgrade to PeopleSoft 9.1 or 9.2 • Supported release • Another Upgrade! • Improved Reporting DRIVERS • Upgrade Costs CHALLENGES • Platform Upgrades • Migrate customizations • Streamlined Integration • Workflow Automation OPPORTUNITIES • Tendency to keep status quo RISKS • Financial Controls5 Astute Business Solutions
  6. 6. PeopleSoft Roadmap Stay ahead with the latest release PeopleSoft 9.1 PeopleTools 8.50 2010 2013 PeopleSoft 9.2 PeopleTools 8.53 2016 PeopleSoft 9.3 PeopleTools 8.566 Astute Business Solutions
  7. 7. Consider Hosting On Premise On Demand Cloud Software License PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle Fusion Fusion Fusion Customer Customer Oracle Software PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle Management Fusion Fusion Fusion Customer Oracle Oracle Infrastructure PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle Management Fusion Fusion Fusion Customer Oracle Oracle7 Astute Business Solutions
  8. 8. Co-exist with Oracle Fusion PeopleSoft BENEFITS PAYROLL T&L People Jobs Orgs Comp CORE HR Profiles Comp Changes People Jobs Orgs Comp CORE HR Profiles Comp Changes Workforce Directory TALENT REVIEW PERF. MGMT. T&L Oracle Fusion8 Astute Business Solutions
  9. 9. Option 2 Adopt Fusion • Open Standards and SOA based • Migrate from on-premise to cloud DRIVERS Apps Platform • Implementation, Migration and CHALLENGES • Embedded BI Analytics Integration Costs • Significant Change Management • Co-existence or pillar approach Initiative OPPORTUNITIES • Standards-based Integration • Security in a multi-tenant RISKS environment9 Astute Business Solutions
  10. 10. Oracle HCM Fusion Highlights • Significant emphasis on SaaS; Subscription based pricing model; Generally Available to buy • Customers choice between public cloud, private cloud and on-premise deployment; even hybrid • Coexistence Model; Start with one model and then grow to full suite; pre-built integrations with PS, JDE, and E-Business Suite • Comprehensive BI / Analytics throughout applications • Supports Internal Social Networking • Available in multitenant form - Multitenancy allows many BUs / companies to share the same instance of an application while keeping their data separated10 Astute Business Solutions
  11. 11. Option 3 Different ERP / Platform • New BU’s • Moving to the cloud could DRIVERS • More Users from acquisitions propose ‘withdrawal’ symptoms CHALLENGES • Instance Consolidation requirements • Loss of infrastructure control • Significant Org Readiness • Fresh, new perspective Undertaking OPPORTUNITIES • Revamp IT strategies • Initial costs for transition, RISKS communication and hand-holding11 Astute Business Solutions
  12. 12. Option 4 Do Nothing • Budget Limitations • Inflexible IT Strategy DRIVERS • Wait-n-Watch until later date • Integration with other external CHALLENGES • Cut Maintenance Costs upgraded systems • Increase efficiency of current system • Being ‘left behind’ OPPORTUNITIES • Increate automation • Postpone costs, bigger budget RISKS • Enhance end-user experience requirements in future12 Astute Business Solutions
  13. 13. Automate through Configuration • Workflow, IB, Web Services • LDAP, OAM/SSO Integration MORE CONFIG = Less Drive ROI • BI Dashboards within PS through MAINTENANCE Automation = Lower Cost = More Stability • Portals and Content • Social Media Integration13 Astute Business Solutions
  14. 14. Now Next StepsAstute Business Solutions
  15. 15. Best Practice - Health Check Assessment Scope Definition Customer Discovery Detailed Assessment Health Check Report CURRENT HEALTHCHECK PRIORITIZED Application and STATE SOLUTION Cost-Effective Process Discovery ASSESSMENT ASSESSMENT ANALYSIS Recommendations Focused on Focused on Current Business Unlocking Value in a Challenges and Challenging and Gaps Evolving Business Environment15 Astute Business Solutions
  16. 16. Best Practice - Cost Containment VENDOR SELECTION PROJECT TEAM ADDRESS RISKS UPFRONT • Collaborative Model • Equal, phased representation • Collaborative Model from all stakeholders • Customer References • Customer References • ‘Dedicated’ project resources Plan & Vision Design Develop Test Train Rollout PROJECT LEADERSHIP PROJECT EXECUTION SUMS UP TO… • Decisive Project Sponsor • Review BP in line with best • Adequate planning time practices • Ensure cohesive effort between • Steady and focussed execution IT and Business • Challenge the need to customize • Eye on the goal • Leverage proven methodology • Measurable, reusable deliverables16 Astute Business Solutions
  17. 17. Q&A Sweta Ganatra PMP, SPHR Peoplesoft@beastute.com 925-924-1402Astute Business Solutions
  18. 18. About ASTUTEAstute Business Solutions
  19. 19. Who we are Corporate Overview Competency Overview • Oracle Partner – Focused on PeopleSoft, • Lines of Business – IT Consulting, Business Oracle EBS, OBIEE and Microsoft Consulting, Temporary Staffing • Clients and Operations in USA, Canada, • ERP – PeopleSoft, Oracle Middle East and India • BI – Oracle, Microsoft, IBM • 150+ employees, Minority Certified, • Portals – SharePoint SB Certified • Process – HCM, Financials, Supply Chain • Global Delivery Model and Risk19 Astute Business Solutions
  20. 20. Our PeopleSoft Services IMPLEMENT INTEGRATE MAINTAIN OPTIMIZE UPGRADE • Implementations and Global Rollouts – All PeopleSoft Apps Turnkey • Upgrades – Fast Track Accelerated Upgrade for V9.1 Solutions • Application Management Services – Lifecycle Management • Project Management, Change Management Consulting • Fit-Gap Analysis, Business Requirements Gathering Services • Functional and Technical Design, Development • Testing, Training and Documentation (UPK) • Fast Track Upgrade Impact Analyzer Tools & • Upgrade Test Scripts, Performance Tuning Scripts Accelerators • Data SPII for Data Privacy Compliance20 Astute Business Solutions
  21. 21. Recent Successes • National Healthcare Organization – HCM 8.8 to 9.1 • Global Financial Services Firm – HCM 8.8 to 9.1 • International Consumer Electronics Firm – FSCM 8.0 to 9.0 • International Financial Services Firm – FIN 8.8 to 9.1 • More information online at http://www.beastute.com21 Astute Business Solutions
  22. 22. Upgrade Planning 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-Customize22 Astute Business Solutions
  23. 23. Thank Youhttp://www.beastute.com

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