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PeopleSoft NorthWest RUG

Presented By: Sudhir Mehandru, Sweta Ganatra
sudhir@beastute.com




                   http://www.beastute.com
Agenda




    • What is Fast Track?
    • What does it do?
    • How is it different from PS Compare Reports?
    • How can you reduce project timeline and cost?
    • Where else can it be leveraged?




2                               Astute Business Solutions
Fast Track
                                   Value Proposition




3   Astute Business Solutions
Company
    Overview

    Corporate Overview                                     Competency Overview
    • Est. 2005 - in USA East, Midwest, West),             • Domain Expertise – HCM, Higher Ed, Financials,
      Canada and India                                        Supply Chain
    • 175 employees, Minority Certified                    • Rich Experience - Multiple PeopleSoft Upgrades
    • Core team with an average of 15+ years                  from 8.x to 9.1
       industry experience                                 • Multiple Fast Track Upgrade Assessments for
    • Oracle Partner - Specialize in Cost Effective           V9.x Upgrades
       Solutions for ERP                                   • International rollouts of HCM, CS, Financials,
    • Acute Focus on PeopleSoft, BI, Middleware,              Supply Chain
       Integration                                         • Roadmap and Strategy planning services for
    • Global Delivery Centers                                 V9.1 and Fusion/SOA



4                                           Astute Business Solutions
Leveraging Fast Track before the upgrade
    improves project predictability and mitigates risk

    Upgrade Challenges                                           Fast Track Approach

    •   PeopleSoft Compare does not include                      •   Discovers and analyzes all batch
        batch customizations                                         customizations

    •   Client does not have accurate count                      •   Drills down entire PS_HOME code tree
        or record of total customizations                            to identify all customizations

    •   Clients do not fully understand impact                   •   Compares the customization against
        of customization in the target release                       target release meta - Impact Analysis

    •   Customizations are not documented                        •   Parses code and compares meta data
        with change/version control                                  to discover all customizations

    •   Customization Analysis is manual –                       •   Automated, comprehensive analysis –
        Resource and Documentation dependant                         Documentation and Resource independent

    •   Cannot accurately predict complexity of                  •   Provides complexity ratings AND Upgrade
        upgrade time and cost estimates                              time and cost estimates


5                                                Astute Business Solutions
Fast Track is a pre-upgrade assessment tool and service that
     quickly details the upgrade effort

                                                                     Benefits
    Traditional        Fast Track
                                                                 •   Speed – Critical Impact Analysis in
                                                                     less time over manual efforts
                                                                 •   Reliability – Auto-discovery,
                                                                     algorithm-based analysis
    Subject to error    In-depth analysis                        •   Accuracy – No other product
       and bias                                                      simulates a Tools Upgrade prior to
                                                                     the actual start of the upgrade to
                       Intelligent reporting                         give you an accurate picture of your
                                                                     customizations
        Manual
     assessments                                                 •   Predictability – Can run Fast Track
                                                                     before the upgrade to accurately
                       Automated discovery                           plan and budget
                                                                 •   Visibility - It does what PeopleSoft
                                                                     Tools do AND A LOT MORE over
                                                                     the traditional approach




6                                    Astute Business Solutions
Fast Track Upgrade - Cost Savings


                                       Fast Track vs. Traditional Upgrade - Time Comparison
                                  12
    Estimated Duration in Weeks




                                  10


                                   8


                                   6


                                   4
                                                                                         W/O Fast Track
                                                                                         With Fast Track
                                   2


                                   0




                                                         Upgrade Phase




7                                                          Astute Business Solutions
Fast Track Upgrade – Time Savings

                 Fast Track vs. Traditional - Cost Comparison



    1,600,000                                                                Straight Path- Low

    1,400,000                                                                Straight Path- Med
    1,200,000
                                                                             Straight Path- High
    1,000,000

      800,000                                                2-Step - High   2-Step - Low
      600,000                                             2-Step - Med
                                                        2-Step - Low         2-Step - Med
      400,000
                                                    Straight Path- High
      200,000
                                               Straight Path- Med            2-Step - High
            0
                                          Straight Path- Low
                W/O Fast
                 Track     With Fast
                            Track




8                                       Astute Business Solutions
Fast Track
                                   Technical Details




9   Astute Business Solutions
Why do companies need Fast Track

     Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort

                                   Initial Pass: The Big Picture


                  Copy of       7    Perform Application
                                     Setup steps
                                                                              New
                                                                              Release
                                                                                         8    Back-up
                  Production
                                                                              System
                  database
                                9    Copy & Transform
                                     Application data
                                                                              database

                                     Using DataStage jobs                                                    PRIMED TARGET

                                                                                         10   Final
                                                                                              Setup steps



 1    Database
      compare             2    Copy
                               PeopleTools
                                                      4      Compare custom project              Compare Reports and
                                                                                                 other tools don’t provide
      -to identify
      customizations
                               tables
                                                      5      Apply customizations                in-depth Impact Analysis
                                                                                                 vs. 9.0 which is critical in
                                                      6      Copy PeopleTools tables
                                                             Using DataStage jobs
                                                                                                 estimating complexity
                                                                                                 and effort of the upgrade.


   Demo
 (current
 release)                                             3      Update PeopleTools
                                                             to new version

                                     TOOLS TARGET



10                                                Astute Business Solutions
Traditional Assessments are not scientific and accurate
     – Fast Track is!                                                                          * Intuitive Categories
                          Category New Custom                        Delivered Custom                       Total
     Object Type                   High        Medium     Low            High       Medium    Low
     Fields                                                           15                   10                          25
     TranslateValues                                    5                                   3                           8
     Records                                75        134           100          40        68         55             472
     SQL                                    10         23            75           5        25         15              153
     RecordPeopleCode                      173       205            492          67        95        163            1195
     ApplicationPackagePeopleCde                                                                                        0
     Pages                                 183        216           457        37        273         267            1433
     PagePeopleCode                         15         84           148        12         45          32             336
     Components                             65        218           385        27         61         163             919
     ComponentPeopleCode                    46         75           419        25         73         294             932
     ComponentRecordPeopleCode              12         65           148                                              225
     ComponentRecFldPeopleCode              10         54           127                                               191
     Menus                                                           54                               35               89
     PortalRegistryStructures                                       583                              336             919
     PermissionLists                                  174                                 19                         193
     ComponentInterfaces                    35         62            121         9        21           15            263
     ApplicationEnginePeopleCode            75        193           249         16        24          69             626
     ProcessDefinitions                             1580                                 375                        1955
     ServerDefinitions                                                 2                               2                4
     MessageNodes                                                                                                       0
     Messages                                                        125                              43             168
     MessageChannels                                    2                                                               2
     SubscriptionPeopleCode                                          54                                                54
     URLDefinitions                                                   5                                                 5
     Images                                            18                                                              18
     StyleSheets                                       14                                                              14
     Relationships                                                                                                      0


                                                                   * Based on your metadata – i.e. real time info


11                                               Astute Business Solutions
Compare Report does not provide Impact Analysis –
                                                                  Drilldown to line of code
     Fast Track does.




Intuitive grouping by Component



12                                    Astute Business Solutions
Compare Reports don’t compare custom PeopleCode changes!




                                                                Compare on the fly



13                               Astute Business Solutions
SQR Analysis – Sample Report




                                                                              Compare to 9.1 Code directly
                                                                              from this report

     Count of changes based on code parsing and
     three-way compare to current demo and 9.1 demo




14                                                Astute Business Solutions
Drill down to the line of custom code                        Click on Compare Button
                                                                  to review current and new
                                                                  9.1 code side by side




15                                    Astute Business Solutions
FastTrack Deliverables


                                  Discovery Phase
                                   •   Complete listing of online and batch custom code
                                   •   Complexity Ratings by Object Type
 Fast Track
 Deliverables                     Analysis Phase
 Complete, Intelligent             •   Impact and Statistical Analysis
 and Timely                        •   Code Parsing for Online and Batch
 Information                       •   Side-by-Side Code Compare


                                  Reporting Phase
                                   •   Fixed Price Proposal
                                   •   Detailed Effort Estimates
                                   •   Dashboard Reports




16                       Astute Business Solutions
SQR Analysis – Sample Report




17                                  Astute Business Solutions
Dashboard – New Complexity Estimates




18                                Astute Business Solutions
PeopleCode Impact Analysis - Change Detail Sample Report




19                                 Astute Business Solutions
Record Analysis - Sample




20                              Astute Business Solutions
Record Field Analysis - Sample




21                                    Astute Business Solutions
DMS Analysis - Sample                               Analysis points directly to line (and string
                                                         within) impacted – saves developers time




22                           Astute Business Solutions
SQR Analysis - Sample                               Analysis points directly to line (and string
                                                         within) impacted – saves developers time




23                           Astute Business Solutions
Query Analysis - Sample




24                             Astute Business Solutions
View Customizations by Module                                         Complexity and type of
     and not just by technical categories                                  customization grouped by module

     Count of Change Detail                 Change Detail
     Module1                  Object Type   Target Changed       Target Dropped    Target UnChange Grand Total
     Asset Management                                       73                 277                 8       358
     Billing                                                33                 183                 6       222
     Bills and Routings                                     45                 395                16       456
     Commitment Control                                     19                  54                 2        75
     Contracts                                               3                  46                 1        50
     Cost Management                                         5                 123                 3       131
     Deduction Management                                   53                   4                          57
     Engineering                                            40                  32                 3        75
     General Financial                                       3                  20                          23
     General Ledger                                          4                 103                 3       110
     Inventory                                             253                 442                20       715
     None                                                  968                2540                89      3597
     Order Management                                      937                1466                76      2479
     Payables                                               44                 160                 7       211
     Production Management                                  50                  38                 5        93
     Production Planning                                     5                 150                 1       156
     Projects                                                2                  49                 1        52
     Purchasing                                             64                 123                 7       194
     Quality                                                46                 133                 8       187
     Receivables                                            68                 444                25       537
     Travel and Expenses                                    89                  21                10       120
     Grand Total                                          2804                6803               291      9898


25                                            Astute Business Solutions
Don’t Guess – Use detailed estimates                                      Actual estimates based Impact Analysis
      by complexity ratings and change type                                     of custom code compared to 9.1 Code


                          Custom                                   Custom Total Custom New              Custom New Total Grand Total
     Row Labels           High          Low     Medium Very High                 Low           Medium
     Asset Management              54     425.6       4                    483.6           3.5       33               36.5      520.1
       Target Changed              12      71.5       4                     87.5                                                 87.5
       Target Dropped              42     350.1                            392.1           3.5       33               36.5      428.6
       Target UnChange                        4                                4                                                     4
     Billing                       24       262                              286            29       29                 58        344
       Target Changed               6       154                              160                                                  160
       Target Dropped              18     104.5                            122.5            29       29                 58      180.5
       Target UnChange                      3.5                              3.5                                                  3.5
     Bills and Routings            6       88.4       2                     96.4          30.5      136             166.5       262.9
       Target Changed              6       42.6       2                     50.6                                                 50.6
       Target Dropped                      37.8                             37.8          30.5      136             166.5       204.3
       Target UnChange                        8                                8                                                     8
     Commitment Control            6       57.4      12                     75.4           2.5       19               21.5       96.9
       Target Changed              6       39.5      12                     57.5                                                 57.5
       Target Dropped                      16.9                             16.9           2.5       19               21.5       38.4
       Target UnChange                        1                                1                                                     1
     Contracts                                2                                2          4.25       19             23.25       25.25
       Target Changed                       1.5                              1.5                                                  1.5
       Target Dropped                                                                     4.25       19             23.25       23.25
       Target UnChange                     0.5                               0.5                                                  0.5




26                                                  Astute Business Solutions
Thank You


http://www.beastute.com

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Astute people soft northwest rug - v1

  • 1. PeopleSoft NorthWest RUG Presented By: Sudhir Mehandru, Sweta Ganatra sudhir@beastute.com http://www.beastute.com
  • 2. Agenda • What is Fast Track? • What does it do? • How is it different from PS Compare Reports? • How can you reduce project timeline and cost? • Where else can it be leveraged? 2 Astute Business Solutions
  • 3. Fast Track Value Proposition 3 Astute Business Solutions
  • 4. Company Overview Corporate Overview Competency Overview • Est. 2005 - in USA East, Midwest, West), • Domain Expertise – HCM, Higher Ed, Financials, Canada and India Supply Chain • 175 employees, Minority Certified • Rich Experience - Multiple PeopleSoft Upgrades • Core team with an average of 15+ years from 8.x to 9.1 industry experience • Multiple Fast Track Upgrade Assessments for • Oracle Partner - Specialize in Cost Effective V9.x Upgrades Solutions for ERP • International rollouts of HCM, CS, Financials, • Acute Focus on PeopleSoft, BI, Middleware, Supply Chain Integration • Roadmap and Strategy planning services for • Global Delivery Centers V9.1 and Fusion/SOA 4 Astute Business Solutions
  • 5. Leveraging Fast Track before the upgrade improves project predictability and mitigates risk Upgrade Challenges Fast Track Approach • PeopleSoft Compare does not include • Discovers and analyzes all batch batch customizations customizations • Client does not have accurate count • Drills down entire PS_HOME code tree or record of total customizations to identify all customizations • Clients do not fully understand impact • Compares the customization against of customization in the target release target release meta - Impact Analysis • Customizations are not documented • Parses code and compares meta data with change/version control to discover all customizations • Customization Analysis is manual – • Automated, comprehensive analysis – Resource and Documentation dependant Documentation and Resource independent • Cannot accurately predict complexity of • Provides complexity ratings AND Upgrade upgrade time and cost estimates time and cost estimates 5 Astute Business Solutions
  • 6. Fast Track is a pre-upgrade assessment tool and service that quickly details the upgrade effort Benefits Traditional Fast Track • Speed – Critical Impact Analysis in less time over manual efforts • Reliability – Auto-discovery, algorithm-based analysis Subject to error In-depth analysis • Accuracy – No other product and bias simulates a Tools Upgrade prior to the actual start of the upgrade to Intelligent reporting give you an accurate picture of your customizations Manual assessments • Predictability – Can run Fast Track before the upgrade to accurately Automated discovery plan and budget • Visibility - It does what PeopleSoft Tools do AND A LOT MORE over the traditional approach 6 Astute Business Solutions
  • 7. Fast Track Upgrade - Cost Savings Fast Track vs. Traditional Upgrade - Time Comparison 12 Estimated Duration in Weeks 10 8 6 4 W/O Fast Track With Fast Track 2 0 Upgrade Phase 7 Astute Business Solutions
  • 8. Fast Track Upgrade – Time Savings Fast Track vs. Traditional - Cost Comparison 1,600,000 Straight Path- Low 1,400,000 Straight Path- Med 1,200,000 Straight Path- High 1,000,000 800,000 2-Step - High 2-Step - Low 600,000 2-Step - Med 2-Step - Low 2-Step - Med 400,000 Straight Path- High 200,000 Straight Path- Med 2-Step - High 0 Straight Path- Low W/O Fast Track With Fast Track 8 Astute Business Solutions
  • 9. Fast Track Technical Details 9 Astute Business Solutions
  • 10. Why do companies need Fast Track Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort Initial Pass: The Big Picture Copy of 7 Perform Application Setup steps New Release 8 Back-up Production System database 9 Copy & Transform Application data database Using DataStage jobs PRIMED TARGET 10 Final Setup steps 1 Database compare 2 Copy PeopleTools 4 Compare custom project Compare Reports and other tools don’t provide -to identify customizations tables 5 Apply customizations in-depth Impact Analysis vs. 9.0 which is critical in 6 Copy PeopleTools tables Using DataStage jobs estimating complexity and effort of the upgrade. Demo (current release) 3 Update PeopleTools to new version TOOLS TARGET 10 Astute Business Solutions
  • 11. Traditional Assessments are not scientific and accurate – Fast Track is! * Intuitive Categories Category New Custom Delivered Custom Total Object Type High Medium Low High Medium Low Fields 15 10 25 TranslateValues 5 3 8 Records 75 134 100 40 68 55 472 SQL 10 23 75 5 25 15 153 RecordPeopleCode 173 205 492 67 95 163 1195 ApplicationPackagePeopleCde 0 Pages 183 216 457 37 273 267 1433 PagePeopleCode 15 84 148 12 45 32 336 Components 65 218 385 27 61 163 919 ComponentPeopleCode 46 75 419 25 73 294 932 ComponentRecordPeopleCode 12 65 148 225 ComponentRecFldPeopleCode 10 54 127 191 Menus 54 35 89 PortalRegistryStructures 583 336 919 PermissionLists 174 19 193 ComponentInterfaces 35 62 121 9 21 15 263 ApplicationEnginePeopleCode 75 193 249 16 24 69 626 ProcessDefinitions 1580 375 1955 ServerDefinitions 2 2 4 MessageNodes 0 Messages 125 43 168 MessageChannels 2 2 SubscriptionPeopleCode 54 54 URLDefinitions 5 5 Images 18 18 StyleSheets 14 14 Relationships 0 * Based on your metadata – i.e. real time info 11 Astute Business Solutions
  • 12. Compare Report does not provide Impact Analysis – Drilldown to line of code Fast Track does. Intuitive grouping by Component 12 Astute Business Solutions
  • 13. Compare Reports don’t compare custom PeopleCode changes! Compare on the fly 13 Astute Business Solutions
  • 14. SQR Analysis – Sample Report Compare to 9.1 Code directly from this report Count of changes based on code parsing and three-way compare to current demo and 9.1 demo 14 Astute Business Solutions
  • 15. Drill down to the line of custom code Click on Compare Button to review current and new 9.1 code side by side 15 Astute Business Solutions
  • 16. FastTrack Deliverables Discovery Phase • Complete listing of online and batch custom code • Complexity Ratings by Object Type Fast Track Deliverables Analysis Phase Complete, Intelligent • Impact and Statistical Analysis and Timely • Code Parsing for Online and Batch Information • Side-by-Side Code Compare Reporting Phase • Fixed Price Proposal • Detailed Effort Estimates • Dashboard Reports 16 Astute Business Solutions
  • 17. SQR Analysis – Sample Report 17 Astute Business Solutions
  • 18. Dashboard – New Complexity Estimates 18 Astute Business Solutions
  • 19. PeopleCode Impact Analysis - Change Detail Sample Report 19 Astute Business Solutions
  • 20. Record Analysis - Sample 20 Astute Business Solutions
  • 21. Record Field Analysis - Sample 21 Astute Business Solutions
  • 22. DMS Analysis - Sample Analysis points directly to line (and string within) impacted – saves developers time 22 Astute Business Solutions
  • 23. SQR Analysis - Sample Analysis points directly to line (and string within) impacted – saves developers time 23 Astute Business Solutions
  • 24. Query Analysis - Sample 24 Astute Business Solutions
  • 25. View Customizations by Module Complexity and type of and not just by technical categories customization grouped by module Count of Change Detail Change Detail Module1 Object Type Target Changed Target Dropped Target UnChange Grand Total Asset Management 73 277 8 358 Billing 33 183 6 222 Bills and Routings 45 395 16 456 Commitment Control 19 54 2 75 Contracts 3 46 1 50 Cost Management 5 123 3 131 Deduction Management 53 4 57 Engineering 40 32 3 75 General Financial 3 20 23 General Ledger 4 103 3 110 Inventory 253 442 20 715 None 968 2540 89 3597 Order Management 937 1466 76 2479 Payables 44 160 7 211 Production Management 50 38 5 93 Production Planning 5 150 1 156 Projects 2 49 1 52 Purchasing 64 123 7 194 Quality 46 133 8 187 Receivables 68 444 25 537 Travel and Expenses 89 21 10 120 Grand Total 2804 6803 291 9898 25 Astute Business Solutions
  • 26. Don’t Guess – Use detailed estimates Actual estimates based Impact Analysis by complexity ratings and change type of custom code compared to 9.1 Code Custom Custom Total Custom New Custom New Total Grand Total Row Labels High Low Medium Very High Low Medium Asset Management 54 425.6 4 483.6 3.5 33 36.5 520.1 Target Changed 12 71.5 4 87.5 87.5 Target Dropped 42 350.1 392.1 3.5 33 36.5 428.6 Target UnChange 4 4 4 Billing 24 262 286 29 29 58 344 Target Changed 6 154 160 160 Target Dropped 18 104.5 122.5 29 29 58 180.5 Target UnChange 3.5 3.5 3.5 Bills and Routings 6 88.4 2 96.4 30.5 136 166.5 262.9 Target Changed 6 42.6 2 50.6 50.6 Target Dropped 37.8 37.8 30.5 136 166.5 204.3 Target UnChange 8 8 8 Commitment Control 6 57.4 12 75.4 2.5 19 21.5 96.9 Target Changed 6 39.5 12 57.5 57.5 Target Dropped 16.9 16.9 2.5 19 21.5 38.4 Target UnChange 1 1 1 Contracts 2 2 4.25 19 23.25 25.25 Target Changed 1.5 1.5 1.5 Target Dropped 4.25 19 23.25 23.25 Target UnChange 0.5 0.5 0.5 26 Astute Business Solutions