Oracle Open WorldSave Money on your PeopleSoft UpgradePresented By: Sweta Ganatra PMP, SPHRPeoplesoft@beastute.com or 925-...
Agenda    • Why Upgrade – Key Business Drivers    • Typical Upgrade Challenges    • What drives costs (up or down)    • Co...
Upgrade –                            Key Business DriversAstute Business Solutions
Are you ready for another Upgrade?    • Are you looking at your ERP alone or in     conjunction with other integrated     ...
What will drive your    decision to Upgrade?    VOLUNTARY IMPROVEMENT                                    FORCED UPGRADE   ...
Upgrade – Typical Challenges     Upgrade Approach and Plan            PLAN                EXECUTE                         ...
Upgrade - Common Pitfalls                                                                             Cost Impact    Commo...
Factors driving Cost (Up or Down)    Cost Efficiencies - Overview    • What does it mean to have a cost-efficient      rol...
Factors driving Cost - Overview                                             • Team size                                   ...
What drives Upgrade Cost/Timeline                                                               Factors that impact       ...
Best Practice - Cost Containment VENDOR SELECTION                                   PROJECT TEAM                          ...
How to get thereAstute Business Solutions
Upgrade Planning Challenges           • Drivers & Goals                                               • Manual approach   ...
Perform a Health Check Assessment      Scope Definition    Customer Discovery       Detailed Assessment             Health...
Automate through Configuration     • Workflow, IB,       Web Services     • LDAP, OAM/SSO       Integration               ...
About ASTUTEAstute Business Solutions
Overview –     About Astute     Corporate Overview                                 Competency Overview     • Oracle Partne...
Overview – PeopleSoft Services     IMPLEMENT      INTEGRATE            MAINTAIN               OPTIMIZE          UPGRADE   ...
Recent Upgrades     •   National Healthcare Organization – HCM 8.8 to 9.1     •   Global Financial Services Firm – HCM 8.8...
Thank Youhttp://www.beastute.com
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Astute @ Oracle Open World 2011 - Cost Efficiencies During PeopleSoft Upgrade

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Astute @ Oracle Open World 2011 - Cost Efficiencies During PeopleSoft Upgrade

  1. 1. Oracle Open WorldSave Money on your PeopleSoft UpgradePresented By: Sweta Ganatra PMP, SPHRPeoplesoft@beastute.com or 925-924-1402 http://www.beastute.com
  2. 2. Agenda • Why Upgrade – Key Business Drivers • Typical Upgrade Challenges • What drives costs (up or down) • Cost Containment Measures • Audience Discussion2 Astute Business Solutions
  3. 3. Upgrade – Key Business DriversAstute Business Solutions
  4. 4. Are you ready for another Upgrade? • Are you looking at your ERP 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. What will drive your decision to Upgrade? 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 Reporting5 Astute Business Solutions
  6. 6. Upgrade – Typical Challenges Upgrade Approach and Plan PLAN EXECUTE DEPLOY MANAGE • Executive • Define, review, • Create Checklists • Stabilize System Sponsorship approve all • Triage with IT, • Maintenance Plan requirements • Approach - Tech business, vendors • Release Management Refresh vs. • Involve Business • Local/Global Functional as early as • New modules Considerations Upgrade? possible • Enhancements • Security Check • Business Needs • Dedicate project Assessment resources • Integration Tests • Project Planning • Employ Best • Soak and Stress Effort Practices tests • Risk Assessment • Test, Test, Test • Change • Manage Scope Management?6 Astute Business Solutions
  7. 7. Upgrade - Common Pitfalls Cost Impact Common Pitfalls • Delayed sign-off • Scope creep • Increased testing/ • Risks turn into issues before getting addressed development effort • Lack of coordination between IT and business teams Impact on timeline • Not all business processed reflected in • Delayed rollout impacting costs requirements gathered • Scope change approved by Leadership Impact on Personnel • Re-testing, re-development effort • Dissatisfaction • Anxiety and resistence for new system7 Astute Business Solutions
  8. 8. Factors driving Cost (Up or Down) Cost Efficiencies - Overview • What does it mean to have a cost-efficient rollout? • What are factors that impact costs, timeline and project personnel? • “Cost Efficiency” • Different for different clients • May vary by industry/segment8 Astute Business Solutions
  9. 9. Factors driving Cost - Overview • Team size • Phased rollouts • Infrastructure hosting Factors in project control - directly impacting costs• Team skills • Resource• Less custom, Factors in project Factors impacting (unscheduled) more OOTB control - indirectly costs beyond unavailability• Reusable deliverables impacting costs project control9 Astute Business Solutions
  10. 10. What drives Upgrade Cost/Timeline Factors that impact • Proven SI Track Record COST TIMELINE • • Appropriate Skills Collaborative Model • Infrastructure Hosting • Managed Services • Better Scope Definition Project Scope SI Expertise • Less Custom, More OOTB • Reusable Deliverables Team Sizing Project Execution • Outsourcing and Fixed Fee • Fixed Fee Contracts • Phased Rollouts Rollout and Support • Faster Deployment • Smaller Teams10 Astute Business Solutions
  11. 11. 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 deliverables11 Astute Business Solutions
  12. 12. How to get thereAstute Business Solutions
  13. 13. 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-Customize13 Astute Business Solutions
  14. 14. Perform a 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 Environment14 Astute Business Solutions
  15. 15. 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 Integration15 Astute Business Solutions
  16. 16. About ASTUTEAstute Business Solutions
  17. 17. Overview – About Astute 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 Risk17 Astute Business Solutions
  18. 18. Overview – 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 Compliance18 Astute Business Solutions
  19. 19. Recent Upgrades • 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.com19 Astute Business Solutions
  20. 20. Thank Youhttp://www.beastute.com

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