NZOUG Understanding PeopleSoft Upgrades

Jason Shepherd Upgrade Solutions Advisor PeopleSoft Application Solution Centre - Sydney
20 October 2008

Agenda
Upgrade Considerations
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Upgrade Project Structure Managing Challenges and Risks Oracles Upgrade Approach Future Upgrade Options

Upgrade Considerations
Top 5 Things to Know about Upgrades 5) PeopleSoft Upgrades can be difficult and may carry significant risk if not approached correctly 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 prewritten by PeopleSoft development. 1) Time and Errors decrease with each Test Move / Testing iteration.

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

Upgrade Considerations
Upgrade or Re-implement?
Upgrade Element / Approach Customisations Upgrade Created on Initial Pass Implement Created in SYS Advantage Same

Configuration
Application Data Upgrade

Created on Initial Pass

Converts in Place

Created in SYS
Migrated

Same
See Below

Data Conversion Routines are Delivered

Implement
All Data Conversion routines must be developed Risk: speed & quality

Upgrade Considerations
Application Support Retirement < 8.4

Upgrade Considerations
Application Support Retirement > 8.4

Upgrade Considerations
Current Upgrade Options

Release 8.9 One-Step Upgrades

Current Release

8.8

9.0

8.4

< 8.4

New!

HCM 8.3

Upgrade Scripts Available on Customer Connection

Agenda
Upgrade Considerations
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Upgrade Project Structure Managing Challenges and Risks Oracles Upgrade Approach Future Upgrade Options

Upgrade Project Structure

PeopleSoft Upgrade Process Overview
Upgrade Planning Workshops
Upgrade Project Planning

Upgrade Initial Pass Migrate Customisations

Batch Upgrade

Test Moves & Testing

The Foundation for Success Define Scope and Empower the Team Build the Solutions Strong Skills Every Iteration Adds Value Realise the Value

Go Live!

Upgrade Project Structure

Upgrade 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

Upgrade Project Structure

Core 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

Upgrade Project Structure

Upgrade Testing Points Unit and Reconciliation Test System and Integration Test User Acceptance Test

Parallel Test

Upgrade Project Structure

Project 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)

Upgrade Project Structure

Key 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

Agenda
Upgrade Considerations
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Upgrade Project Structure Managing Challenges and Risks Oracles Upgrade Approach Future Upgrade Options

Managing Challenges & Risks

Potential 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

Managing Challenges & Risks

Risk #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

Managing Challenges & Risks

Risk #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

Managing Challenges & Risks

Risk #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

Managing Challenges & Risks

Risk #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

Managing Challenges & Risks

Risk #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

Agenda
Upgrade Considerations
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Upgrade Project Structure Managing Challenges and Risks Oracles Upgrade Approach Future Upgrade Options

Oracles Upgrade Approach

What is it?

Oracle provides a dedicated Global Upgrade Practice - the Application Solution Centre (ASC) - that leverage a blended team, on and offshore.

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The ASC offers a reduced-cost service using accelerated packaged solutions, which yield repeatable and predictable results.

Upgrade Centre of Excellence

Oracles Upgrade Approach The Upgrade Lab

Faster & more cost effective projects (versus on-site work) Minimise on-site disruptions to user base & infrastructure

ASC
Accelerated Time to ROI Reduced Customer Effort
Experience

Tight integration with Oracle Development, Support and Education

Integrated Suite of Knowledge, Tools and Methodologies to Drive Your Success

Upgrade Centre of Excellence

The ASC Services Menu

200+ Offshore Resources
Hosting Services

Upgrade Planning Workshop Batch Jumpstart

Go-Live Support

Base Upgrade Package

40+ Global Onshore Resources in 6 Centres ensure Quality 10+ years experience in the PeopleSoft Upgrade space

Customisation Retrofit

Test Move Support Testing Support

Functional Support

Agenda
Upgrade Considerations
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Upgrade Project Structure Managing Challenges and Risks Oracles Upgrade Approach Future Upgrade Options

Future Upgrade Options

PeopleSoft 9.1 Investment Summary

Develop Roadmap Candidate List

Requirements From: User Groups Customers Industry Strategy Global Strategy Support Market Factors

Validate Candidate List

Refine Candidate List & Estimates

Finalize Release Plan

Design

In Progress

Coding

Validation Groups PeopleSoft Customer Advisory Boards PeopleSoft Strategy Councils

PeopleSoft 9.1 Planned Timeline

Post Updates of Integrations, Dashboards, and Web Services PeopleSoft Release 9.1 and PeopleTools 8.50 Target Rollout

Future Upgrade Options

Planned Upgrade Options For PeopleSoft 9.1

Release 9.0 One-Step Upgrades

Next Release

8.9

9.1

8.8*

< 8.8

Upgrade Scripts Available on Customer Connection After GA