This document discusses options for organizations using PeopleSoft at a crossroads. It presents four options: 1) upgrading to PeopleSoft 9.1 or 9.2, 2) adopting Oracle Fusion Applications, 3) adopting a different ERP platform, or 4) doing nothing. Each option lists drivers, challenges, opportunities, and risks. The document also discusses best practices for PeopleSoft upgrades including assessment, cost containment, and addressing risks upfront.

1. At Crossroads with Peoplsoft
Quest Midwest - Session #94220
Presented By: Sudhir Mehandru, Sweta Ganatra
Peoplesoft@beastute.com
http://www.beastute.com

2. Agenda
• At Crossroads with PeopleSoft?
• What are my options?
• What drives them?
• What challenges, risks, opportunities?
• Common Approach and pitfalls
• Best Practices
• Audience Discussion
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3. Overview
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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?
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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 Controls
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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
environment
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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 separated
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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-holding
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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 future
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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
Integration
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11. Option Summary
• Upgrade to PS 9.x
• Move to Fusion
• Different Platform
• Do Nothing
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12. Now Next Steps
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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
Environment
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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
deliverables
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15. About ASTUTE
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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 Risk
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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 Compliance
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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.com
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19. Appendix
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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-Customize
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21. Thank You
http://www.beastute.com