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NZOUG Understanding PeopleSoft Upgrades

NZOUG Understanding PeopleSoft Upgrades. Jason Shepherd Upgrade Solutions Advisor PeopleSoft Application Solution Centre - Sydney 20 October 2008. Agenda. <Insert Picture Here>. Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach

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NZOUG Understanding PeopleSoft Upgrades

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  1. NZOUGUnderstanding PeopleSoft Upgrades Jason Shepherd Upgrade Solutions Advisor PeopleSoft Application Solution Centre - Sydney20 October 2008

  2. Agenda <Insert Picture Here> • Upgrade Considerations • Upgrade Project Structure • Managing Challenges and Risks • Oracle’s Upgrade Approach • Future Upgrade Options

  3. Upgrade ConsiderationsTop 5 Things to Know about Upgrades 5) PeopleSoft Upgrades can be difficult and may carry significant risk if not approached correctly 1) Time and Errors decrease with each Test Move / Testing iteration. 4) Technical Upgrade paths are written and executed by Application and not by module (testing excluded) 3) The majority of Upgrade technical effort and time is spent on Data Conversion & Customisations 2) Data Conversion routines and upgrade scripts are pre-written by PeopleSoft development.

  4. Upgrade Considerations Why Upgrade? • Drive a Superior Ownership Experience through lower cost of ownership & maintenance • Enhance system performance and scalability • Increase user satisfaction through usability enhancements • Incorporate best business practices via new functionality • Corporate industry leadership • Continued support & Regulatory compliance • Minimising organisational friction through better integration

  5. Upgrade ConsiderationsUpgrade or Re-implement? • Upgrade • Data Conversion Routines are Delivered • Implement • All Data Conversion routines must be developed • Risk: speed & quality

  6. Upgrade ConsiderationsApplication Support Retirement < 8.4

  7. Upgrade ConsiderationsApplication Support Retirement > 8.4

  8. Upgrade ConsiderationsCurrent Upgrade Options Release Current Release 8.9 One-Step Upgrades 9.0 8.8 8.4 Multi-Step Technical Upgrades < 8.4 HCM 8.3 to 9.0 “Wrapper” HCM 8.3 New! Upgrade Scripts Available on Customer Connection

  9. Agenda <Insert Picture Here> • Upgrade Considerations • Upgrade Project Structure • Managing Challenges and Risks • Oracle’s Upgrade Approach • Future Upgrade Options

  10. Upgrade Project StructurePeopleSoft Upgrade Process Overview Upgrade Project Planning Upgrade Planning Workshops Upgrade Initial Pass Batch Upgrade Migrate Customisations Test Moves & Testing The Foundation for Success Go Live! Define Scope and Empower the Team Build the Solutions – Strong Skills Every Iteration Adds Value Realise the Value

  11. Upgrade Project StructureUpgrade Planning Tasks • Create Business Case • Adopt Project Charter and Sponsorship • Establish Steering Committee • Identify Customisations and Analyse • Planning Workshops • Fit / Gap Assessment • Procure New Hardware • Create Training Plan • Create and Prioritise Test Scripts • Prepare New Environment

  12. Upgrade Project StructureCore Upgrade Tasks • Upgrade Initial Pass • Test Moves to Production • Apply Updates and Fixes • Reapply Customisations & Interfaces • Upgrade Batch Components & Reports • Reconfigure Security • New Release Business Configuration • Maintain New Release Environments • Performance Tune • End User & Upgrade Team Training

  13. Upgrade Project StructureUpgrade Testing Points • Unit and Reconciliation Test • System and Integration Test • User Acceptance Test • Parallel Test

  14. Upgrade Project StructureProject Timeline Variables • Maturity of Upgrade Path • Complexity of Upgrade Path • Customisation Level & Complexity • Implementation of New Functionality • Products / Modules • Hardware / Software Availability • Resource Skillset and Availability • Training of Project Team • On-Site Testing Cycles (Confidence Levels)

  15. Upgrade Project StructureKey Roles and Resources • Upgrade Project Sponsor • Upgrade Project Manager • Technical Upgrade Resources • Infrastructure Resources • OS/RDBMS Resources • Developers • Functional Staff • Security Administrator • Updates and Fixes Lead • Testing Leads and Testers • Training Leads • Batch and Interface Resources

  16. Agenda <Insert Picture Here> • Upgrade Considerations • Upgrade Project Structure • Managing Challenges and Risks • Oracle’s Upgrade Approach • Future Upgrade Options

  17. Managing Challenges & RisksPotential Upgrade Project Barriers • Project financing and benefit realisation • Lack of skilled upgrade project resources • Limited resource availability • Corporate objectives & policies • Defining and managing scope • Handling issue resolution • Scheduling & planning

  18. Managing Challenges & RisksRisk #1: Scope Creep • Define Project Scope during Planning • Identify and Analyse all Customisations • Create consistent communication points • Instate solid change management • Understand complexities of upgrade path

  19. Managing Challenges & RisksRisk #2: Upgrade & Testing Cycle Breakdown • Predefine Test Scripts by module and Prioritise • Leverage a reliable Issue Management Process • Train resources early in the new release • Leverage Support Services • Augment staff with Oracle Consulting upgrade expertise • Minimise Customisations

  20. Managing Challenges & RisksRisk #3: Increasing your Cost of Ownership • Reduce customisations • Train User base on New functionality • Freeze new development • Upgrade Planning Fit/Gap Analysis • Remove enhancements from application

  21. Managing Challenges & RisksRisk #4: Infrastructure Delays • Do not assume current architecture will work • Assess & Procure new hardware early • Supplement infrastructure team during project • Utilise a Lab environment for your upgrade

  22. Managing Challenges & RisksRisk #5: Delaying Go-Live • Forecast with contingency • Use best practice models and mature tools • Minimise Disruptions to upgrade from Production activities • Ensure resource availability • Leverage industry consulting experience

  23. Agenda <Insert Picture Here> • Upgrade Considerations • Upgrade Project Structure • Managing Challenges and Risks • Oracle’s Upgrade Approach • Future Upgrade Options

  24. Oracle’s Upgrade ApproachWhat is it? <Insert Picture Here> Oracle provides a dedicated Global Upgrade Practice- theApplication Solution Centre (ASC) - that leverage a blended team, on and offshore. The ASC offers a reduced-cost service using accelerated packaged solutions, which yield repeatable and predictable results. “Upgrade Centre of Excellence”

  25. Oracle’s Upgrade ApproachThe Upgrade Lab Faster & more cost effective projects (versus on-site work) ASC Minimise on-site disruptions to user base & infrastructure Accelerated Time to ROI Reduced Customer Effort Tight integration with Oracle Development, Support and Education Experience Integrated Suite of Knowledge, Tools and Methodologies to Drive Your Success Upgrade Centre of Excellence

  26. The ASC Services Menu • 200+ Offshore Resources • 40+ Global Onshore Resources in 6 Centres ensure Quality • 10+ years experience in the PeopleSoft Upgrade space Upgrade Planning Workshop Batch Jumpstart Hosting Services Base Upgrade Package Customisation Retrofit Go-Live Support Test Move Support Functional Support Testing Support

  27. Agenda <Insert Picture Here> • Upgrade Considerations • Upgrade Project Structure • Managing Challenges and Risks • Oracle’s Upgrade Approach • Future Upgrade Options

  28. Future Upgrade OptionsPeopleSoft 9.1 Investment Summary      In Progress Develop Roadmap Candidate List Refine Candidate List & Estimates Validate Candidate List Finalize Release Plan Design Coding • Requirements From: • User Groups • Customers • Industry Strategy • Global Strategy • Support • Market Factors • Validation Groups • PeopleSoft Customer Advisory Boards • PeopleSoft Strategy Councils PeopleSoft 9.1 Planned Timeline PeopleSoft Release 9.1 and PeopleTools 8.50 Target Rollout Post Updates of Integrations, Dashboards, and Web Services Calendar 2009 2008

  29. Future Upgrade OptionsPlanned Upgrade Options For PeopleSoft 9.1 Release Next Release 9.0 One-Step Upgrades 9.1 8.9 8.8* Multi-Step Technical Upgrades < 8.8 *With Extended Support Upgrade Scripts Available on Customer Connection After GA

  30. Q & A

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