Case Study on Peoplesoft Upgrade - The world’s leader in steam engineering and control instrumentation solutions. Future with PeopleSoft HCM 9.1 Upgrade.

1. Our client is among the world’s leading steam engineering and control instrumentation solutions providers for process industries. With operations spanning
over 35 countries, the company has established a global footprint through its manufacturing facilities and sales offices located around the world.
Client Overview
The world’s leader in steam engineering and control instrumentation solutions
getS future ready with PeopleSoft HCM 9.1 Upgrade
Case Study
© Hexaware Technologies. All rights reserved. www.hexaware.com
Business Benefits
• An integrated and streamlined HR
system upgraded to PeopleSoft HCM
v9.1 that leveraged new features to
reduce customizations and deliver
higher performance.
• An automated portal-based recruitment
and talent acquisition management
system that eliminated inefficiencies in
the older processes, was user-friendly,
and led to improved employee-
employer interactions.
• The associated upgrade to People
Tools v8.51 made features like Partial
Page refreshes, Advance Search
features, Type-Ahead Search, and
Mouse Over pop-up pages available for
improved productivity.
• Superior HR workflow control and
execution through the implementation
of configurable alerts and workflow
notifications in PeopleSoft HCM v9.1.
This provided decision-makers quick
access to role-relevant information.
• A designated framework for implement
ing additional functionality with modules
like Candidate Gateway and
ePerformance.
PeopleSoft
Business Needs
To consolidate its leadership position in the industry and stay ahead of the constantly changing
business environment, the client decided to upgrade its existing version of PeopleSoft HCM.
The opportunity to eliminate unwieldy customizations, streamline workflows, and introduce more
user-friendly systems, combined with Oracle’s discontinuation of support for older PeopleSoft
versions, were key drivers in the client’s decision to upgrade to PeopleSoft HCM v9.1.
Scope
The primary focus of this project was a technical upgrade of PeopleSoft HCM v8.0 and
PeopleTools v8.12 to PeopleSoft HCM v9.1 and PeopleTools v8.51. The modules to be upgraded
included Administer Workforce, Administer Training, Talent Acquisition Management (TAM),
Monitor Absence, and bolt on modules for ESS/MSS and Reports. It also required an Oracle
Database upgrade from 8i to 11g.
Challenges
• An extremely aggressive target go-live date.
• The system in use was outdated and maintained by multiple stakeholders, making it difficult
for the client’s IT team to prepare the keep-drop list. This further complicated the Hexaware
team’s retrofitting and testing process.
• Customizations implemented on a piecemeal basis in the past resulted in a lack of proper
documentation hindering the upgrade process.
• The upgrade involved a two-step upgrade from PeopleSoft HCM v8.0 to v8.9, which
represented a huge architectural change, and then a second upgrade from v8.9 to v9.1.
Solution
Hexaware initiated the project with a comprehensive requirements gathering process and then
went on to a recommended upgrade approach, end state architecture design, keep drop decisions
matrix, robust test strategy, and an implementation plan.
Using our proprietary SPEED methodology, Hexaware implemented a two-step upgrade
process, first from the PeopleSoft HCM v8.0 to v8.9, and then from v8.9 to v9.1, using
Oracle-recommended upgrade tools.
The continuous involvement of the client’s IT team at every stage of the upgrade process enabled
complete and timely knowledge transfer. We also conducted early user previews of the application
to avoid any requirement gaps.
Hexaware organized multiple user sessions to get them accustomed to the new application
and interface. In addition, we delivered detailed and comprehensive user training programs by
deploying the ‘Train the Trainer’ approach.
Technology Enviroment
• PeopleSoft HCM v9.1 and PeopleTools v8.51
• Oracle 11g on IBM and Red Hat Linux 5.0