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At Crossroads with Peoplsoft
Quest Midwest - Session #94220

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




                   http://www.beastute.com
Agenda



    • At Crossroads with PeopleSoft?
    • What are my options?
    • What drives them?
    • What challenges, risks, opportunities?
    • Common Approach and pitfalls
    • Best Practices
    • Audience Discussion




2                               Astute Business Solutions
Overview




3   Astute Business Solutions
At Crossroads with PeopleSoft?




    • Are you looking at your ERP 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?




4                               Astute Business Solutions
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




5                                                 Astute Business Solutions
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




6                                               Astute Business Solutions
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




7                                     Astute Business Solutions
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




8                                              Astute Business Solutions
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




9                                                Astute Business Solutions
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




10                           Astute Business Solutions
Option Summary




     • Upgrade to PS 9.x
     • Move to Fusion
     • Different Platform
     • Do Nothing




11                      Astute Business Solutions
Now Next Steps




Astute Business Solutions
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




13                                       Astute Business Solutions
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




14                                                                  Astute Business Solutions
About ASTUTE




Astute Business Solutions
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




16                                        Astute Business Solutions
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




17                                  Astute Business Solutions
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




18                                       Astute Business Solutions
Appendix




Astute Business Solutions
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




20                                             Astute Business Solutions
Thank You


http://www.beastute.com

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Astute @ Quest Midwest Conference 2011 - At A CrossRoads with PeopleSoft

  • 1. At Crossroads with Peoplsoft Quest Midwest - Session #94220 Presented By: Sudhir Mehandru, Sweta Ganatra Peoplesoft@beastute.com http://www.beastute.com
  • 2. Agenda • At Crossroads with PeopleSoft? • What are my options? • What drives them? • What challenges, risks, opportunities? • Common Approach and pitfalls • Best Practices • Audience Discussion 2 Astute Business Solutions
  • 3. Overview 3 Astute Business Solutions
  • 4. At Crossroads with PeopleSoft? • Are you looking at your ERP 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? 4 Astute Business Solutions
  • 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 5 Astute Business Solutions
  • 6. 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 6 Astute Business Solutions
  • 7. 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 7 Astute Business Solutions
  • 8. 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 8 Astute Business Solutions
  • 9. 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 9 Astute Business Solutions
  • 10. 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 10 Astute Business Solutions
  • 11. Option Summary • Upgrade to PS 9.x • Move to Fusion • Different Platform • Do Nothing 11 Astute Business Solutions
  • 12. Now Next Steps Astute Business Solutions
  • 13. 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 13 Astute Business Solutions
  • 14. 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 14 Astute Business Solutions
  • 16. 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 16 Astute Business Solutions
  • 17. 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 17 Astute Business Solutions
  • 18. 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 18 Astute Business Solutions
  • 20. 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 20 Astute Business Solutions