State of Delaware PeopleSoft 9.1 Upgrade Solutions


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Presentation from the State of Delaware covering the solutions and services from Smart ERP Solutions employed as part of upgrading to PeopleSoft 9.1 to gain efficiencies by automating/streamlining: POs, Vouchers, Payroll Funding Adjustments and HR Correction Forms.

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State of Delaware PeopleSoft 9.1 Upgrade Solutions

  1. 1. 9.1 Upgrade Solutions—AutomatingFinancials and HCM ProcessesSession #31512March 18, 2013
  2. 2.  Kamlesh Seth Manager – ERP Technical, State of Delaware Michelle Strauss Manager – Financial Functional, State ofDelaware Ramesh Panchagnula Smart ERP Solutions, Inc.
  3. 3.  This presentation will be an overview of ourupgrade from Financials 8.9 to 9.1 and HCM8.9 to 9.1. We will specifically talk about best practicesand approach we used in our upgrade project.
  4. 4.  Overview Upgrade Goals Timeline for implementation of 9.1 Enhancements Training Go-live
  5. 5. 5 State of Delaware 71 Organizations35 State Agencies19 School Districts21 Charter Schools 38,000 Employees 12 Unions Represented 37 Different Locals
  6. 6. Initial PeopleSoft HR Version 6.2 wasimplemented in 1999Initial PeopleSoft Financials Version8.9 was implemented in 2010Went live October 2012 on PeopleSoft 9.1(HCM & Financials)Portal 9.1Oracle 11gR2 Database
  7. 7. Financials GL & KK AP, PO & ePro Billing & AR AM Project Costing Grants Contracts Cash ManagementHCM Core HR Payroll Benefits Time & Labor Self service
  8. 8.  Core Upgrade of Financials and HCM to V9.1 and toolsversion 8.51.12 Implement Best Practices Migrate customizations from 8.9 to 9.1 Automate and Streamline Key Financials and HRbusiness processes Enhancements for Vouchers, PO and Payroll FundingAdjustment (Bolt-on) Replace Lotus notes with Electronic HR Correction forms
  9. 9.  Ongoing Technical changes While Upgrade in Progress Careful Code Management of Delta Changes Strategy to Minimize Invasive Changes
  10. 10.  Define an Acceptable Code Freeze for Both IT andBusiness Configuration Changes HP Quality Center for Testing andDefect Process management
  11. 11.  Project Management Change Management Infrastructure Re-Apply (8.9 Incident to 9.1) Technical Upgrade
  12. 12.  Training & Testing Bolt-on Applications Smart HR Correction Forms Smart Workflow and Smart Security Smart PO and Smart Voucher Payroll Funding Adjustment Go-Live
  13. 13.  Initial Pass Oracle Lab Test Moves Three Test Moves Migration Final Move to Production
  14. 14.  Create new objects versus modifying existing objects Careful consideration for data model changes Design solution with an add-on architecture Configuration Total Cost of Ownership Impact Upfront Practice Good Documentation
  15. 15.  Gained Commitment of Users Upfront Identified Functional Team Members Training Included statewide users in training Role of the Functional Users Design New Business Processes (Vouchers, PO, PFA & HRforms)
  16. 16.  Performing System Testing Updated Existing Test Scripts and Test Plans Accordingly End-User Training Overview to Reflect 9.1 BusinessProcesses Business Process Changes/Enhancements User Productivity Kit (UPK)
  17. 17.  Why SmartERP State Development Staff is busy supporting theproduction system and so building bolt-on solutionsin-house was not possible Hiring a traditional consulting firm to create thefunctionality was cost Prohibitive SmartERP has Pre-Built, Configurable Solutions foridentified requirements to enhance Voucher, PO andPayroll Fund Adjustment
  18. 18.  Kamlesh Seth State of Delaware E-mail: Michelle Strauss State of Delaware E-mail:
  19. 19. This presentation and allAlliance 2013 presentationsare available for downloadfrom the Conference site atwww. alliance-conference.comPresentations from previous meetings are also available