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.

1. 9.1 Upgrade Solutions—Automating
Financials and HCM Processes
Session #31512
March 18, 2013

2.  Kamlesh Seth
 Manager – ERP Technical, State of Delaware
 Michelle Strauss
 Manager – Financial Functional, State of
Delaware
 Ramesh Panchagnula
 Smart ERP Solutions, Inc.

3.  This presentation will be an overview of our
upgrade from Financials 8.9 to 9.1 and HCM
8.9 to 9.1.
 We will specifically talk about best practices
and approach we used in our upgrade project.

4.  Overview
 Upgrade Goals
 Timeline for implementation of 9.1
 Enhancements
 Training
 Go-live

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. Initial PeopleSoft HR Version 6.2 was
implemented in 1999
Initial PeopleSoft Financials Version
8.9 was implemented in 2010
Went live October 2012 on PeopleSoft 9.1
(HCM & Financials)
Portal 9.1
Oracle 11gR2 Database

7. Financials
 GL & KK
 AP, PO & ePro
 Billing & AR
 AM
 Project Costing
 Grants
 Contracts
 Cash Management
HCM
 Core HR
 Payroll
 Benefits
 Time & Labor
 Self service

8.  Core Upgrade of Financials and HCM to V9.1 and tools
version 8.51.12
 Implement Best Practices
 Migrate customizations from 8.9 to 9.1
 Automate and Streamline Key Financials and HR
business processes
 Enhancements for Vouchers, PO and Payroll Funding
Adjustment (Bolt-on)
 Replace Lotus notes with Electronic HR Correction forms

10.  Ongoing Technical changes While Upgrade in Progress
 Careful Code Management of Delta Changes
 Strategy to Minimize Invasive Changes

11.  Define an Acceptable Code Freeze for Both IT and
Business
 Configuration Changes
 HP Quality Center for Testing and
Defect Process management

12.  Project Management
 Change Management
 Infrastructure
 Re-Apply (8.9 Incident to 9.1)
 Technical Upgrade

13.  Training & Testing
 Bolt-on Applications
 Smart HR Correction Forms
 Smart Workflow and Smart Security
 Smart PO and Smart Voucher
 Payroll Funding Adjustment
 Go-Live

14.  Initial Pass
 Oracle Lab
 Test Moves
 Three Test Moves
 Migration
 Final Move to Production

15.  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

16.  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 & HR
forms)

17.  Performing System Testing
 Updated Existing Test Scripts and Test Plans Accordingly
 End-User Training Overview to Reflect 9.1 Business
Processes
 Business Process Changes/Enhancements
 User Productivity Kit (UPK)

18.  Why SmartERP
 State Development Staff is busy supporting the
production system and so building bolt-on solutions
in-house was not possible
 Hiring a traditional consulting firm to create the
functionality was cost Prohibitive
 SmartERP has Pre-Built, Configurable Solutions for
identified requirements to enhance Voucher, PO and
Payroll Fund Adjustment

25.  Kamlesh Seth
 State of Delaware
 E-mail: Kamlesh.Sheth@state.de.us
 Michelle Strauss
 State of Delaware
 E-mail: Michelle.Strauss@state.de.us

26. This presentation and all
Alliance 2013 presentations
are available for download
from the Conference site at
www. alliance-conference.com
Presentations from previous meetings are also available