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Astute @ Quest Midwest Conference 2011 - At A CrossRoads with PeopleSoft

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Astute @ Quest Midwest Conference 2011 - At A CrossRoads with PeopleSoft

  1. 1. At Crossroads with PeoplsoftQuest Midwest - Session #94220Presented By: Sudhir Mehandru, Sweta GanatraPeoplesoft@beastute.com http://www.beastute.com
  2. 2. Agenda • At Crossroads with PeopleSoft? • What are my options? • What drives them? • What challenges, risks, opportunities? • Common Approach and pitfalls • Best Practices • Audience Discussion2 Astute Business Solutions
  3. 3. Overview3 Astute Business Solutions
  4. 4. At Crossroads with PeopleSoft? • 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. 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. 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 environment6 Astute Business Solutions
  7. 7. 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 separated7 Astute Business Solutions
  8. 8. 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-holding8 Astute Business Solutions
  9. 9. 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 future9 Astute Business Solutions
  10. 10. 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 Integration10 Astute Business Solutions
  11. 11. Option Summary • Upgrade to PS 9.x • Move to Fusion • Different Platform • Do Nothing11 Astute Business Solutions
  12. 12. Now Next StepsAstute Business Solutions
  13. 13. 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 Environment13 Astute Business Solutions
  14. 14. 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 deliverables14 Astute Business Solutions
  15. 15. About ASTUTEAstute Business Solutions
  16. 16. 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 Risk16 Astute Business Solutions
  17. 17. 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 Compliance17 Astute Business Solutions
  18. 18. 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.com18 Astute Business Solutions
  19. 19. AppendixAstute Business Solutions
  20. 20. 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-Customize20 Astute Business Solutions
  21. 21. Thank Youhttp://www.beastute.com

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