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PeopleSoft 9.1 upgrade best practices


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Doris Wong, CEO of SmartERP, discusses PeopleSoft 9.1 upgrade best practices for the PeopleSoft Southern New England User Group.

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PeopleSoft 9.1 upgrade best practices

  1. 1. 9.1 Upgrade Best PracticeConsiderations andRecommendationsThe Southern New England User Group (SNUG)Doris Wong, CEOOctober 28, 2011
  2. 2. Agenda• Welcome• Audience Poll• Business Drivers• Upgrade Approach – Best Practices & Considerations• Questions & Answers
  3. 3. Audience Poll
  4. 4. Upgrade to 9.1 Poll• Where Are You on Your Upgrade to 9.1?  Completed  In-Process  Scheduled  No Plans• What Applications Are Being Upgraded?  HCM  Financials/SCM  Both• What Application Release Are You Upgrading From?  8.8  8.9  9.0  Other• What Tools Release Are You Upgrading From?
  5. 5. Upgrade to 9.1 Poll• How Often Do You Upgrade?  Every Release  Every Other Release  Random  Driven by Support and Maintenance Expiration• What’s Your Average Upgrade Project Duration?  3-6 months  6-12 months  12-18 months  Greater than 18 months• How is Your Upgrade Done?  In-House  Upgrade Lab  Consulting Partner  Combination of the Above
  6. 6. Business Driversfor Upgrading to a New Release
  7. 7. Upgrading PeopleSoft What Are Your Main Decision Drivers?• What’s driving your organization to upgrade?• How much does it cost to upgrade?• What are the expected benefits to be achieved with upgrading to a new release?• What or Where is the ROI?
  8. 8. Defining Your Upgrade Strategy
  9. 9. Upgrading PeopleSoft Strategy & Planning• Upgrade Project Strategy – Technical Upgrade Only • Get to the Most Current Release – Latest Greatest! • Reconcile Customizations • Deploy Required New Features • Adopt New Tools Release • Future Phased Roll-out of New Functionality and/or New Modules
  10. 10. Upgrading PeopleSoft Strategy & Planning• Upgrade Project Strategy – Functional & Technical Upgrade • Technical Upgrade Requirements and…. • Analyze Delta Features • Fit Gap Analysis – Enhance Business Processes • Adopt New Features Required by Business – Tools Upgrade Independent of Application Upgrade • Release 9.1 Requires PeopleTools 8.5x • Optional: Upgrade PeopleTools First • Or, Perform PeopleTools Upgrade Together with Application Upgrade
  11. 11. UpgradeMethodology
  12. 12. Upgrade Methodology – SmartAdvantage 13
  13. 13. Upgrading PeopleSoft – SmartAdvantage
  14. 14. Upgrading PeopleSoft Planning Your Timeline• What’s Driving a Completion Date? – Forward Schedule, Backward Schedule• How Many Test Moves Required? – Customizations level impacts number of test moves required – Initial Pass: Use of Upgrade Lab?• What’s your Functional Testing Strategy?• Impacts from Your Business Calendar – Holidays – Month-end, Quarter-end, Year-end – Peak or Seasonal
  15. 15. Example Timeline Slides Removed (Part of Interactive Discussion)
  16. 16. Customizations
  17. 17. Upgrading PeopleSoft Understanding Customizations• ―Vanilla‖ – Is There Such an Environment?• Why Do You Need to Customize? • Improve Usability • Additional Functionality • Enhanced Business Processes • Additional Reporting Requirements• What Types of Customizations? • Reports • New Components • Business Rules • Data Model
  18. 18. Upgrading PeopleSoft Understanding Customizations• Level of Customizations Directly Impacts Upgrade Effort Required • Minimal • Medium • Heavy
  19. 19. Upgrading PeopleSoft Analyzing & Reconciling Customization• Can Any Be Replaced with New Release / New Functionality?• Can Business Processes be Changed to Avoid Customizations?• How Much Customizations Do You Remove with Each Upgrade?• Identifying Customizations to Carry Forward to New Release
  20. 20. Upgrading PeopleSoft What’s the Impact of Customizations?• What is the Cost of Customizations to the Upgrade Process – Analyzing and Reconciling Customizations – Technical Development and Maintenance – Functional Testing of Customizations with New PeopleSoft Release – Maintaining Compatibility with Oracle Maintenance (Applications and PeopleTools)• Cost of Ownership Impact – Short Term – Long Term – Future Maintenance and Upgrades
  21. 21. Upgrading PeopleSoft What If You Still Need “Customizations”?• Carry Customizations Forward?• Implement New Customizations?• Wait to Upgrade to a New PeopleSoft Release• Just say ―No‖ !
  22. 22. Upgrading PeopleSoftGeneral Customization Best Practices for PeopleSoft• Create new objects versus modifying existing objects• Careful consideration for data model changes• Design solution with an add-on architecture• Provide configuration options as much as possible as opposed to modifying code• Design and Factor in Total Cost of Ownership Impact Upfront – Maintenance – Upgrades• Practice Good Documentation
  23. 23. Our SmartAdvantage
  24. 24. Smart Solutions–Our SmartAdvantage Common Smart TraditionalImplementation/Upgrade Area Solutions ApproachRow Level Security  CustomizationsWorkflow Automation  CustomizationsBusiness Process Streamlining  CustomizationsSimplification / Improved User  CustomizationsExperienceEnd-User Productivity/Collaboration  CustomizationsClient-unique Enhancements  CustomizationsReduce Training Needs  CustomizationsCompliance Requirements  CustomizationsTechnical & Functional Services In-house or ServicesImplementation/Upgrade
  25. 25. Example:Increase End User Productivity
  26. 26. Example: End User Productivity• Easily add convenient features to PeopleSoft—any application, module or version (8.x and beyond)• Extend application capabilities while avoiding customizations• Streamline data entry and increase productivity• Enhance accountability and collaboration• Configurable Printing for reporting, and user help features• Add business process insight and automated workflow options
  27. 27. Example: Smart Purchase Order Entry Simplified and Streamlined
  28. 28. Employee: Simplification: AP Voucher
  29. 29. Example: Employee Onboarding Welcome Aboard
  30. 30. New ReleaseFunctionality
  31. 31. Upgrading PeopleSoft Business Processes Review• Opportunity to review any manual processes and implement more automated and streamlined business processes with new releases – Automate with Workflow routing and approval – Remove paper processes where possible and replace with electronic solutions – Leverage simplification and streamlining business process capabilities – Optimize, Streamline, Automate, Simplify• Implement/deploy new PeopleSoft functionality to improve business processes – Functionality between your current release and new release – E.g. Self-Service, Increase End User Productivity
  32. 32. Upgrading PeopleSoft Evaluating New Functionality• Cumulative Delta Feature – Tool Available From Oracle to Identify Features between YOUR From and Target Release – By Product• Analyze New Functionality – Eliminate Non-Applicable Features – Identify and Adopt Required Features – Prioritize Highest Value to Business, Lowest Cost to Implement
  33. 33. Upgrading PeopleSoft Cumulative Feature Overview1) Select product (multiple selections OK): Payables Program Management Use this tool to identify product features available to you when upgrading. Project Costing Proposal Management Real Estate Management 1. Select one or more products from the list or click Select All for all products. Receivables 2. Select your current release (Current) and the release you plan to upgrade to (Target). Resource Management Select All 3. Click the Run Report button. Risk Management 4. The tool will automatically generate a new report on a separate tab. Staffing Front Office Clear All You may use the autogenerated name for your report, or create your own.2) Select your CURRENT release (one selection only): 8.0 8.4 8.8 8.93) Select your TARGET release (one selection only): 8.8 8.9 9.0 9.14) Press the button Run Report...
  34. 34. Support Policy andLatest Codelines
  35. 35. Upgrading PeopleSoft Support and Maintenance• Oracle Support Policy for Target Release – 5 Years – 6 Years for Legs and Regs (HCM, Financials) – 6 Years for Upgrades• Target Release Application Code Line – Identify Release 9.1 GA + ?? – Maintenance Packs (Delta, Cumulative) – Feature Packs (starting with 9.1)• Target Release PeopleTools Code Line – PeopleTools 8.51 GA and Latest Patch Level• Upgrade Patches & Fixes
  36. 36. Ongoing Change Management
  37. 37. Upgrading PeopleSoft Change Management• Ongoing Change Management While Upgrade in Progress – If You Must….• Apply Careful Code Management of Delta Changes • Documentation • Accurate Use of Project • Track Delta Batch Changes• Implement Strategy to Minimize Invasive Changes• Define an Acceptable Code Freeze for Both IT and Business
  38. 38. Functional Users:Training & Testing
  39. 39. Upgrading PeopleSoft Training & Testing• Gain Commitment of Business Users Upfront – Identify Functional Team Members – Engage and Involve Team Members• Training – Take Delta Training for Both Applications and PeopleTools – Include Training for Any New Modules Being Implemented• Role of the Functional Users – Review New Delta Functionality • Not all new delta functionality is applicable • Release Notes, Cumulative Delta Overview, Delta Training – Evaluate Applicable New Delta Functionality in DMO • Release Notes, PeopleBooks, Cumulative Delta Overview – Design New Business Processes
  40. 40. Upgrading PeopleSoft Training & Testing• Performing System Testing – Update Existing Test Scripts and Test Plans Accordingly • User Interface / PeopleTools Enhancements • Required Application Enhancements • Business Process Changes/Enhancements – Kick-off with End-User Training Overview to Reflect YOUR Business Processes • Rollout Training Webinars Prior to Start of System Testing – Test Your New Security Requirements and Definitions – Test Your Updated Queries – Set Expectations Accordingly• User Productivity Kit (UPK)
  41. 41. Questionsand Answers
  42. 42. Our Philosophy & Business Value SmartERP’s Solutions-Based Approach Rather than having customizations done by traditional consulting services, SmartERP develops and utilizes pre-built add-on solutions to address critical and common requirements for any PeopleSoft implementation/upgradeSmart Solutions Business Value:• Quick, Predictable Implementation Times, Saves Time and Reduces Costs (Up to 80% savings compared to customizing)• Pre-Built, High-Quality and Proven to Minimize Risks• Avoid Customizations to Lower Total Cost of Ownership• Minimize Impacts to Maintenance and Future Upgrades
  43. 43. Contacts• Doris Wong – CEO, Smart ERP Solutions, Inc. – Mobile: (925) 699-0832 – E-mail: 61
  44. 44. Thank YouFor more information visit smarterp.comView Solution Previews: © 2011 Smart ERP Solutions, Inc.