1. Are we ready for another
PeopleSoft Upgrade?
Presented By: Sweta Ganatra PMP, SPHR
Peoplesoft@beastute.com or 925-924-1402
http://www.beastute.com

2. Agenda
• CrossRoads with PeopleSoft Application,
should we do another PeopleSoft Upgrade?
• Options?
• Key drivers for change?
• Challenges, risks, opportunities?
• Common Approach and Pitfalls
• Best Practices
• Q&A?
2 Astute Business Solutions

3. Overview
Astute Business Solutions

4. At Crossroads with PeopleSoft?
• Are you looking at your PeopleSoft alone
or in conjunction with other integrated
applications within your portfolio?
• How far ahead are you willing to plan
and commit?
• What level of Executive Sponsorship
do you have?
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5. Option 1
Upgrade to
PeopleSoft 9.1 or 9.2
• Supported release
• Another Upgrade!
• Improved Reporting
DRIVERS • Upgrade Costs CHALLENGES
• Platform Upgrades
• Migrate customizations
• Streamlined Integration
• Workflow Automation
OPPORTUNITIES • Tendency to keep status quo RISKS
• Financial Controls
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6. PeopleSoft Roadmap
Stay ahead with the latest release
PeopleSoft 9.1 PeopleTools 8.50
2010
2013 PeopleSoft 9.2 PeopleTools 8.53
2016 PeopleSoft 9.3 PeopleTools 8.56
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7. Consider Hosting
On Premise On Demand Cloud
Software License PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle
Fusion Fusion Fusion
Customer Customer Oracle
Software PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle
Management Fusion Fusion Fusion
Customer Oracle Oracle
Infrastructure PeopleSoft/Oracle PeopleSoft/Oracle PeopleSoft/Oracle
Management Fusion Fusion Fusion
Customer Oracle Oracle
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8. Co-exist with Oracle Fusion
PeopleSoft
BENEFITS PAYROLL T&L
People Jobs Orgs Comp CORE HR Profiles Comp Changes
People Jobs Orgs Comp CORE HR Profiles Comp Changes
Workforce Directory
TALENT REVIEW PERF. MGMT. T&L
Oracle Fusion
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9. Option 2
Adopt Fusion
• Open Standards and SOA based • Migrate from on-premise to cloud
DRIVERS Apps Platform • Implementation, Migration and CHALLENGES
• Embedded BI Analytics Integration Costs
• Significant Change Management
• Co-existence or pillar approach Initiative
OPPORTUNITIES • Standards-based Integration • Security in a multi-tenant RISKS
environment
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10. Oracle HCM Fusion Highlights
• Significant emphasis on SaaS; Subscription based pricing model;
Generally Available to buy
• Customers choice between public cloud, private cloud and on-premise
deployment; even hybrid
• Coexistence Model; Start with one model and then grow to full suite;
pre-built integrations with PS, JDE, and E-Business Suite
• Comprehensive BI / Analytics throughout applications
• Supports Internal Social Networking
• Available in multitenant form - Multitenancy allows many BUs / companies to
share the same instance of an application while keeping their data separated
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11. Option 3
Different ERP / Platform
• New BU’s
• Moving to the cloud could
DRIVERS • More Users from acquisitions propose ‘withdrawal’ symptoms CHALLENGES
• Instance Consolidation requirements • Loss of infrastructure control
• Significant Org Readiness
• Fresh, new perspective Undertaking
OPPORTUNITIES • Revamp IT strategies • Initial costs for transition, RISKS
communication and hand-holding
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12. Option 4
Do Nothing
• Budget Limitations • Inflexible IT Strategy
DRIVERS • Wait-n-Watch until later date • Integration with other external CHALLENGES
• Cut Maintenance Costs upgraded systems
• Increase efficiency of current system • Being ‘left behind’
OPPORTUNITIES • Increate automation • Postpone costs, bigger budget RISKS
• Enhance end-user experience requirements in future
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13. Automate through Configuration
• Workflow, IB,
Web Services
• LDAP, OAM/SSO
Integration MORE CONFIG
= Less
Drive ROI
• BI Dashboards
within PS through MAINTENANCE
Automation = Lower Cost
= More Stability
• Portals and Content
• Social Media
Integration
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14. Now Next Steps
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15. Best Practice - Health Check Assessment
Scope Definition Customer Discovery Detailed Assessment Health Check Report
CURRENT HEALTHCHECK PRIORITIZED
Application and STATE SOLUTION Cost-Effective
Process Discovery ASSESSMENT ASSESSMENT ANALYSIS Recommendations
Focused on Focused on
Current Business Unlocking Value in a
Challenges and Challenging and
Gaps Evolving Business
Environment
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16. Best Practice - Cost Containment
VENDOR SELECTION PROJECT TEAM ADDRESS RISKS UPFRONT
• Collaborative Model • Equal, phased representation • Collaborative Model
from all stakeholders
• Customer References • Customer References
• ‘Dedicated’ project resources
Plan & Vision Design Develop Test Train Rollout
PROJECT LEADERSHIP PROJECT EXECUTION SUMS UP TO…
• Decisive Project Sponsor • Review BP in line with best • Adequate planning time
practices
• Ensure cohesive effort between • Steady and focussed execution
IT and Business • Challenge the need to customize
• Eye on the goal
• Leverage proven methodology • Measurable, reusable
deliverables
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17. Q&A
Sweta Ganatra PMP, SPHR
Peoplesoft@beastute.com
925-924-1402
Astute Business Solutions

18. About ASTUTE
Astute Business Solutions

19. Who we are
Corporate Overview Competency Overview
• Oracle Partner – Focused on PeopleSoft, • Lines of Business – IT Consulting, Business
Oracle EBS, OBIEE and Microsoft Consulting, Temporary Staffing
• Clients and Operations in USA, Canada, • ERP – PeopleSoft, Oracle
Middle East and India • BI – Oracle, Microsoft, IBM
• 150+ employees, Minority Certified, • Portals – SharePoint
SB Certified • Process – HCM, Financials, Supply Chain
• Global Delivery Model and Risk
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20. Our PeopleSoft Services
IMPLEMENT INTEGRATE MAINTAIN OPTIMIZE UPGRADE
• Implementations and Global Rollouts – All PeopleSoft Apps
Turnkey • Upgrades – Fast Track Accelerated Upgrade for V9.1
Solutions • Application Management Services – Lifecycle Management
• Project Management, Change Management
Consulting • Fit-Gap Analysis, Business Requirements Gathering
Services • Functional and Technical Design, Development
• Testing, Training and Documentation (UPK)
• Fast Track Upgrade Impact Analyzer
Tools & • Upgrade Test Scripts, Performance Tuning Scripts
Accelerators • Data SPII for Data Privacy Compliance
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21. Recent Successes
• National Healthcare Organization – HCM 8.8 to 9.1
• Global Financial Services Firm – HCM 8.8 to 9.1
• International Consumer Electronics Firm – FSCM 8.0 to 9.0
• International Financial Services Firm – FIN 8.8 to 9.1
• More information online at http://www.beastute.com
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22. Upgrade Planning Challenges
• Drivers & Goals • Manual approach
• Impact & Change • Eyeball method
ASSESS
• Architecture • Error and Bias
• Budget/ Resources • Variance Factor
• Dependencies • Budget Overflows
PLAN • Contingencies • Loose Estimates
• Tech. Upgrade • Prolonged Dev
• Func. Upgrade • Multiple Tests
DEPLOY • Test and Deploy • Unable to de-Customize
• Patches/Fixes
• Maintain
• Enhance • Optimization and Tuning
SUPPORT • Support • Unable to de-Customize
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23. Thank You
http://www.beastute.com