• Like
  • Save

State of Delaware PeopleSoft 9.1 Upgrade Solutions

Uploaded on

Presentation from the State of Delaware covering the solutions and services from Smart ERP Solutions employed as part of upgrading to PeopleSoft 9.1 to gain efficiencies by automating/streamlining: …

Presentation from the State of Delaware covering the solutions and services from Smart ERP Solutions employed as part of upgrading to PeopleSoft 9.1 to gain efficiencies by automating/streamlining: POs, Vouchers, Payroll Funding Adjustments and HR Correction Forms.

More in: Technology , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads


Total Views
On Slideshare
From Embeds
Number of Embeds



Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

    No notes for slide


  • 1. 9.1 Upgrade Solutions—AutomatingFinancials and HCM ProcessesSession #31512March 18, 2013
  • 2.  Kamlesh Seth Manager – ERP Technical, State of Delaware Michelle Strauss Manager – Financial Functional, State ofDelaware Ramesh Panchagnula Smart ERP Solutions, Inc.
  • 3.  This presentation will be an overview of ourupgrade from Financials 8.9 to 9.1 and HCM8.9 to 9.1. We will specifically talk about best practicesand approach we used in our upgrade project.
  • 4.  Overview Upgrade Goals Timeline for implementation of 9.1 Enhancements Training Go-live
  • 5. 5 State of Delaware 71 Organizations35 State Agencies19 School Districts21 Charter Schools 38,000 Employees 12 Unions Represented 37 Different Locals
  • 6. Initial PeopleSoft HR Version 6.2 wasimplemented in 1999Initial PeopleSoft Financials Version8.9 was implemented in 2010Went live October 2012 on PeopleSoft 9.1(HCM & Financials)Portal 9.1Oracle 11gR2 Database
  • 7. Financials GL & KK AP, PO & ePro Billing & AR AM Project Costing Grants Contracts Cash ManagementHCM Core HR Payroll Benefits Time & Labor Self service
  • 8.  Core Upgrade of Financials and HCM to V9.1 and toolsversion 8.51.12 Implement Best Practices Migrate customizations from 8.9 to 9.1 Automate and Streamline Key Financials and HRbusiness processes Enhancements for Vouchers, PO and Payroll FundingAdjustment (Bolt-on) Replace Lotus notes with Electronic HR Correction forms
  • 9.  Ongoing Technical changes While Upgrade in Progress Careful Code Management of Delta Changes Strategy to Minimize Invasive Changes
  • 10.  Define an Acceptable Code Freeze for Both IT andBusiness Configuration Changes HP Quality Center for Testing andDefect Process management
  • 11.  Project Management Change Management Infrastructure Re-Apply (8.9 Incident to 9.1) Technical Upgrade
  • 12.  Training & Testing Bolt-on Applications Smart HR Correction Forms Smart Workflow and Smart Security Smart PO and Smart Voucher Payroll Funding Adjustment Go-Live
  • 13.  Initial Pass Oracle Lab Test Moves Three Test Moves Migration Final Move to Production
  • 14.  Create new objects versus modifying existing objects Careful consideration for data model changes Design solution with an add-on architecture Configuration Total Cost of Ownership Impact Upfront Practice Good Documentation
  • 15.  Gained Commitment of Users Upfront Identified Functional Team Members Training Included statewide users in training Role of the Functional Users Design New Business Processes (Vouchers, PO, PFA & HRforms)
  • 16.  Performing System Testing Updated Existing Test Scripts and Test Plans Accordingly End-User Training Overview to Reflect 9.1 BusinessProcesses Business Process Changes/Enhancements User Productivity Kit (UPK)
  • 17.  Why SmartERP State Development Staff is busy supporting theproduction system and so building bolt-on solutionsin-house was not possible Hiring a traditional consulting firm to create thefunctionality was cost Prohibitive SmartERP has Pre-Built, Configurable Solutions foridentified requirements to enhance Voucher, PO andPayroll Fund Adjustment
  • 18.  Kamlesh Seth State of Delaware E-mail: Kamlesh.Sheth@state.de.us Michelle Strauss State of Delaware E-mail: Michelle.Strauss@state.de.us
  • 19. This presentation and allAlliance 2013 presentationsare available for downloadfrom the Conference site atwww. alliance-conference.comPresentations from previous meetings are also available