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PeopleSoft ‘Your Way’
SmartERP Webinar
November 14, 2019
Achieve Best-In-Class Performance
Our mission is to provide innovative, configurable, flexible, cost-effective solutions and services
to common business challenges, enabling our clients to save time,
increase productivity, minimize costs, and maximize their return on investment.
Solutions
Business applications
that offer organizations
an end-to-end solution
providing the right design
and implementation from
start to finish.
Services
A 24/7 seasoned and
experienced staff of experts
to help you implement,
upgrade, and manage your
business solutions
efficiently and effectively at
a cost-effective rate.
Cloud
Cloud applications
provide solutions and
services built on proven
enterprise class
architecture that enable
high configurability and
ease of monitoring.
Today’s Presenters
Lewis has been working in the field of Governance, Risk and Compliance for the last 11
years, providing solutions and guidance to over 200 Organizations. He is a Board
Member of the Governance, Risk and Compliance User Group and speaks regularly at
Industry events.
Lewis Hopkins
Sr. Applications Consultant
Lynn has over 25 years experience in the IT industry working across ERP, BI and
product development domains with a focus on sales, business development and
consulting. Her previous organizations include PeopleSoft/Oracle, BellSouth, GEAC
and several different healthcare organizations.
Lynn Duffy
Vice President Sales
and Client Success
Vinson joined HMS in December 2009 and initially led the Business Analysis team
within the Implementation Services department. In 2013, he shifted gears to setup a
new process improvement team within the department to set best
practices/standards and to reduce new client implementation time frame.
Prior to joining HMS, Vinson worked for KPMG and BearingPoint on a wide range of
IT consulting projects for companies such as AOL, SBC, Bell South, Cingular, and more
Vinson Keojampa
Senior Manager Back Office
About SmartERP
Oracle Platinum Partner
Best practices and expertise in strategic planning, implementation, upgrade and add-on / customization services
Unique blend of Solutions and Services
‘Clients for Life’ – High level of client satisfaction and loyalty
200+ Clients across various industries
350+ Employees
Global Locations:
Headquarters in Pleasanton, CA
US Offices in Atlanta, Dallas, Milwaukee, India Offices in Hyderabad, Chennai and Bangalore
Founded in 2005 by former Oracle Architects, Executives and Consultants
About SmartERP
Unique Smart Solutions Unique Smart Services
Employee Onboarding
Electronic Personnel Action and other HR Forms
E-Verify Integration with DHS
ERP Gadget for User Productivity / Experience
Embedded Analytics
Configurable advanced workflow on all transactions
Security/Segregation of Duties
Smart Doc’s such as Smart Voucher, Smart PO
ERP Implementations and Upgrades
Anything Oracle, some MS, Salesforce
Managed Services including PUM’s for PeopleSoft
Business Intelligence Services – AI, RPA, Predictive
Onshore/Offshore Services
Application and Database Management
Tax Automation Solutions
Oracle Cloud Consulting Services (SaaS, PaaS, IaaS)
Guest Speaker
Presentation:
Vinson Keojampa
HMS
SmartERPPartnership
Vinson Keojampa
About
HMS advances the healthcare system by helping healthcare organizations reduce costs and improve
health outcomes. Through our industry-leading technology, analytics and engagement solutions, we save
billions of healthcare dollars annually while helping consumers lead healthier lives. HMS provides a broad
range of coordination of benefits, payment integrity and population health management solutions
that help move the healthcare system forward.
Billionsofdollarssavedforcustomerseveryyear
Smart ERP Partnership with HMS
9HMS Confidential. Do not Distribute.
2016 2017 2018 2019
• Payroll Interface Automation
• Single HR Resource
• PS Finance & HR to MS Azure
• EO PeopleSoft Upgrade
• HDI into HMS PeopleSoft
• PS Integration with Ariba
• PeopleSoft 9.2 Upgrade
• PeopleSoft HR
• PeopleSoft Finance
• Chart of Accounts Restructure
• Product Line Invoice Automation
• Netsuite Support
• Asset Management
• Product Line Automation
• Hyperion EPBCS
• Discovery Projects
• Rolling 30 – 40 resources
2015
• Succession Planning
• Project Costing
• Customer Contract
10 HMS Confidential. Do not Distribute.
PeopleSoft Manage Services
• Azure (PeopleSoft) Cloud
• Administration
• Technical Support
• 70+ Interfaces
• 24x7 Continuous monitoring for performance and outages
• Full and Continuous access to HMS Security Team for periodic checks and scans
• Annual SOX Audit Support
• HMS Internal and External Auditors
• Evidence submission
• Environment Maintenance
• Periodic patches for Windows, PeopleTools and Web Servers
• Java Updates
11HMS Confidential. Do not Distribute.
PeopleSoft Manage Services
• Incident Management
• Reduced Monthly Incident Tickets by 86%
• Reduced average time to resolution
• Daily Offline Backups
• Recovery Time Goal for all 3 Instances: 24 hrs (Order: Finance, HR, and EO)
• Recovery Point Objective: 15 Minutes
• Current Azure Environment in South Central USA. DR site is North Central, USA
• Uptime SLA Target: 99.9%
• Service Requests
12HMS Confidential. Do not Distribute.
13HMS Confidential. Do not Distribute.
Treasury Module
NetSuite and Federal (Deltek) 
PeopleSoft Finance
Streamline Time Keeping
System
2020-21 Roadmap
Discovery Initiative to plan for
2021 - 2022
PeopleSoft ‘Your Way’
Offerings by SmartERP
PeopleSoft and Cloud Environments
• Though HMS chose PeopleSoft move to Azure Cloud, what is shown here
has been replicated with other clients moving PeopleSoft On-Premise to
AWS and Oracle Cloud
• AWS, Azure and Oracle Cloud all provide the resources and compliance
requirements necessary to run the PeopleSoft Applications on the Cloud
so you can choose any Cloud platform
• The Oracle Cloud advantage is the ease of PeopleSoft environment
management with the delivered PeopleSoft Cloud Manager, which is
quite compelling.
• The PeopleSoft Cloud Manager (PCM) works only in the Oracle Cloud
On-Premise to Oracle Cloud
Lift and Shift Example Diagram
Moving PeopleSoft On-Premise to the Oracle Cloud
Cloud
Assessment
Phase
Proof Of
Concept
Phase
Data
Migration
Phase
Application
Migration
Phase
Leverage The
Cloud
Phase
The
Optimization
Phase
• Assess Cost
• Assess Architecture
• Assess Security
• Learn Cloud
• Build A Pilot
• Build Support Within
The Organization
• Leverage Different
Storage Options
• Migrate
• Forklift Migration
• Hybrid Migration Strategy
• Auto-Scaling
• Automation
• Elasticity
• High Availability
• Utilization
• Monitoring
• Efficiency
• Performance
• Re-Engineering
1 2 3
4 5 6
SmartERP Lift and Shift Methodology
Managed Services Your Way
Whether On-Premise or Cloud hosted Managed Services ‘Your Way’ with
SmartERP offers:
• Incremental (Partial Resources) or Full Time Support to assist with support, best
practices, troubleshooting, enhancements, and M&A activity
• Availability: 24x7x365 support or support only during business hours
• Accessibility: Incident report capabilities by email, ticketing system, and/or
phone
• Flexibility: Remote onshore and offshore and/or on-site support
• Knowledge: Intimate understanding of current, and future, application direction
as Oracle Platinum Partner
• Partnership: SmartERP consultants are a seamless extension of your internal
team
SmartERP PeopleSoft Managed Services At HMS and Around the Globe
• SLA based integrated all-in-one Support – Application, PeopleSoft Administration, Database
Administration, Server Administration and Private Cloud Network Administration
• Round-the-clock support delivered from multiple time zones. Software based monitor of all critical
components
• Latest image of Demo always maintained
• Critical patches updated – CPU, DB, Windows server and Oracle Security alerts
• Monthly metrics published on all layers of support
• Regularly scheduled meetings with Business Users and Information Technology to ensure that all
Client Audit and Change Management processes were being followed
Full Application Support Model
SmartPTF to expedite testing during PUM updates, Benefits Include:
• Reduce overall testing cycle time
• Early defect detection
• Increases Scalability
• Reduces need to refresh testing systems from production
PeopleSoft Selective Adoption, PUMs, CPU Maintenance
• Client Support teams often struggle with maintaining support and ongoing development requests
• It can be a challenge to keep current with PUM’s and optimize ROI of PeopleSoft applications to experience the full
capabilities and functionality of new features
• SmartERP simplifies the PUM selection process and updates
• Our team will identify new features, apply, and test PUM updates
• Quarterly, Bi-Annual, and Annual plans are available
• Can also include applying Oracle CPU’s, de-customization review, develop new custom Fluid pages, or build Analytics
Additional Managed Services Your Way
On-Premise Infrastructure Management Services:
• Database Administration including Backup, Recovery, Performance Tuning, and Patching
• System Monitoring
• Environment Installation and/or Refresh
• Hardware and Load Evaluation
• Performance Review aimed at providing insights into the overall health of PeopleSoft applications and infrastructure
Cloud Infrastructure Management Services:
• Environment Setup: Cloud infrastructure setup, installation of software
• Configuration: Hardware and software configuration
• System Monitoring
• Performance Optimization and Add/Remove resources as needed
• Security: Constantly monitor for security threats
Managed Services Your Way provides the perfect balance of resources and expertise to
maximize the ROI of your PeopleSoft Applications from a Partner you can trust.
Additional Managed Services Your Way
For more information
smarterp.com
smartonboarding.com
smarterpanalytics.com
smarteverify.com
For more webinars visit:
smarterp.com/resources/webinar-on-demand
Thank
You!
smarterp.com

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SmartERP and HMS Webinar

  • 1. PeopleSoft ‘Your Way’ SmartERP Webinar November 14, 2019
  • 2. Achieve Best-In-Class Performance Our mission is to provide innovative, configurable, flexible, cost-effective solutions and services to common business challenges, enabling our clients to save time, increase productivity, minimize costs, and maximize their return on investment. Solutions Business applications that offer organizations an end-to-end solution providing the right design and implementation from start to finish. Services A 24/7 seasoned and experienced staff of experts to help you implement, upgrade, and manage your business solutions efficiently and effectively at a cost-effective rate. Cloud Cloud applications provide solutions and services built on proven enterprise class architecture that enable high configurability and ease of monitoring.
  • 3. Today’s Presenters Lewis has been working in the field of Governance, Risk and Compliance for the last 11 years, providing solutions and guidance to over 200 Organizations. He is a Board Member of the Governance, Risk and Compliance User Group and speaks regularly at Industry events. Lewis Hopkins Sr. Applications Consultant Lynn has over 25 years experience in the IT industry working across ERP, BI and product development domains with a focus on sales, business development and consulting. Her previous organizations include PeopleSoft/Oracle, BellSouth, GEAC and several different healthcare organizations. Lynn Duffy Vice President Sales and Client Success Vinson joined HMS in December 2009 and initially led the Business Analysis team within the Implementation Services department. In 2013, he shifted gears to setup a new process improvement team within the department to set best practices/standards and to reduce new client implementation time frame. Prior to joining HMS, Vinson worked for KPMG and BearingPoint on a wide range of IT consulting projects for companies such as AOL, SBC, Bell South, Cingular, and more Vinson Keojampa Senior Manager Back Office
  • 4. About SmartERP Oracle Platinum Partner Best practices and expertise in strategic planning, implementation, upgrade and add-on / customization services Unique blend of Solutions and Services ‘Clients for Life’ – High level of client satisfaction and loyalty 200+ Clients across various industries 350+ Employees Global Locations: Headquarters in Pleasanton, CA US Offices in Atlanta, Dallas, Milwaukee, India Offices in Hyderabad, Chennai and Bangalore Founded in 2005 by former Oracle Architects, Executives and Consultants
  • 5. About SmartERP Unique Smart Solutions Unique Smart Services Employee Onboarding Electronic Personnel Action and other HR Forms E-Verify Integration with DHS ERP Gadget for User Productivity / Experience Embedded Analytics Configurable advanced workflow on all transactions Security/Segregation of Duties Smart Doc’s such as Smart Voucher, Smart PO ERP Implementations and Upgrades Anything Oracle, some MS, Salesforce Managed Services including PUM’s for PeopleSoft Business Intelligence Services – AI, RPA, Predictive Onshore/Offshore Services Application and Database Management Tax Automation Solutions Oracle Cloud Consulting Services (SaaS, PaaS, IaaS)
  • 8. About HMS advances the healthcare system by helping healthcare organizations reduce costs and improve health outcomes. Through our industry-leading technology, analytics and engagement solutions, we save billions of healthcare dollars annually while helping consumers lead healthier lives. HMS provides a broad range of coordination of benefits, payment integrity and population health management solutions that help move the healthcare system forward. Billionsofdollarssavedforcustomerseveryyear
  • 9. Smart ERP Partnership with HMS 9HMS Confidential. Do not Distribute. 2016 2017 2018 2019 • Payroll Interface Automation • Single HR Resource • PS Finance & HR to MS Azure • EO PeopleSoft Upgrade • HDI into HMS PeopleSoft • PS Integration with Ariba • PeopleSoft 9.2 Upgrade • PeopleSoft HR • PeopleSoft Finance • Chart of Accounts Restructure • Product Line Invoice Automation • Netsuite Support • Asset Management • Product Line Automation • Hyperion EPBCS • Discovery Projects • Rolling 30 – 40 resources 2015 • Succession Planning • Project Costing • Customer Contract
  • 10. 10 HMS Confidential. Do not Distribute.
  • 11. PeopleSoft Manage Services • Azure (PeopleSoft) Cloud • Administration • Technical Support • 70+ Interfaces • 24x7 Continuous monitoring for performance and outages • Full and Continuous access to HMS Security Team for periodic checks and scans • Annual SOX Audit Support • HMS Internal and External Auditors • Evidence submission • Environment Maintenance • Periodic patches for Windows, PeopleTools and Web Servers • Java Updates 11HMS Confidential. Do not Distribute.
  • 12. PeopleSoft Manage Services • Incident Management • Reduced Monthly Incident Tickets by 86% • Reduced average time to resolution • Daily Offline Backups • Recovery Time Goal for all 3 Instances: 24 hrs (Order: Finance, HR, and EO) • Recovery Point Objective: 15 Minutes • Current Azure Environment in South Central USA. DR site is North Central, USA • Uptime SLA Target: 99.9% • Service Requests 12HMS Confidential. Do not Distribute.
  • 13. 13HMS Confidential. Do not Distribute. Treasury Module NetSuite and Federal (Deltek)  PeopleSoft Finance Streamline Time Keeping System 2020-21 Roadmap Discovery Initiative to plan for 2021 - 2022
  • 15. PeopleSoft and Cloud Environments • Though HMS chose PeopleSoft move to Azure Cloud, what is shown here has been replicated with other clients moving PeopleSoft On-Premise to AWS and Oracle Cloud • AWS, Azure and Oracle Cloud all provide the resources and compliance requirements necessary to run the PeopleSoft Applications on the Cloud so you can choose any Cloud platform • The Oracle Cloud advantage is the ease of PeopleSoft environment management with the delivered PeopleSoft Cloud Manager, which is quite compelling. • The PeopleSoft Cloud Manager (PCM) works only in the Oracle Cloud
  • 16. On-Premise to Oracle Cloud Lift and Shift Example Diagram Moving PeopleSoft On-Premise to the Oracle Cloud
  • 17. Cloud Assessment Phase Proof Of Concept Phase Data Migration Phase Application Migration Phase Leverage The Cloud Phase The Optimization Phase • Assess Cost • Assess Architecture • Assess Security • Learn Cloud • Build A Pilot • Build Support Within The Organization • Leverage Different Storage Options • Migrate • Forklift Migration • Hybrid Migration Strategy • Auto-Scaling • Automation • Elasticity • High Availability • Utilization • Monitoring • Efficiency • Performance • Re-Engineering 1 2 3 4 5 6 SmartERP Lift and Shift Methodology
  • 18. Managed Services Your Way Whether On-Premise or Cloud hosted Managed Services ‘Your Way’ with SmartERP offers: • Incremental (Partial Resources) or Full Time Support to assist with support, best practices, troubleshooting, enhancements, and M&A activity • Availability: 24x7x365 support or support only during business hours • Accessibility: Incident report capabilities by email, ticketing system, and/or phone • Flexibility: Remote onshore and offshore and/or on-site support • Knowledge: Intimate understanding of current, and future, application direction as Oracle Platinum Partner • Partnership: SmartERP consultants are a seamless extension of your internal team
  • 19. SmartERP PeopleSoft Managed Services At HMS and Around the Globe • SLA based integrated all-in-one Support – Application, PeopleSoft Administration, Database Administration, Server Administration and Private Cloud Network Administration • Round-the-clock support delivered from multiple time zones. Software based monitor of all critical components • Latest image of Demo always maintained • Critical patches updated – CPU, DB, Windows server and Oracle Security alerts • Monthly metrics published on all layers of support • Regularly scheduled meetings with Business Users and Information Technology to ensure that all Client Audit and Change Management processes were being followed Full Application Support Model
  • 20. SmartPTF to expedite testing during PUM updates, Benefits Include: • Reduce overall testing cycle time • Early defect detection • Increases Scalability • Reduces need to refresh testing systems from production PeopleSoft Selective Adoption, PUMs, CPU Maintenance • Client Support teams often struggle with maintaining support and ongoing development requests • It can be a challenge to keep current with PUM’s and optimize ROI of PeopleSoft applications to experience the full capabilities and functionality of new features • SmartERP simplifies the PUM selection process and updates • Our team will identify new features, apply, and test PUM updates • Quarterly, Bi-Annual, and Annual plans are available • Can also include applying Oracle CPU’s, de-customization review, develop new custom Fluid pages, or build Analytics Additional Managed Services Your Way
  • 21. On-Premise Infrastructure Management Services: • Database Administration including Backup, Recovery, Performance Tuning, and Patching • System Monitoring • Environment Installation and/or Refresh • Hardware and Load Evaluation • Performance Review aimed at providing insights into the overall health of PeopleSoft applications and infrastructure Cloud Infrastructure Management Services: • Environment Setup: Cloud infrastructure setup, installation of software • Configuration: Hardware and software configuration • System Monitoring • Performance Optimization and Add/Remove resources as needed • Security: Constantly monitor for security threats Managed Services Your Way provides the perfect balance of resources and expertise to maximize the ROI of your PeopleSoft Applications from a Partner you can trust. Additional Managed Services Your Way
  • 22.
  • 23. For more information smarterp.com smartonboarding.com smarterpanalytics.com smarteverify.com For more webinars visit: smarterp.com/resources/webinar-on-demand

Editor's Notes

  1. Lewis introduce himself and then next slide to officially intro Julie