1

PeopleSoft 9.2 Upgrade

&
Success Stories

Presented By : Vishal Rao

Date : 17th November 2016

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Agenda

01 Upgrade Strategy

02 Tools for Upgrade

03 Methodology

04 PeopleSoft Update Manager

05 Features Adopted by Customers

06 PeopleTools 8.55

07 Case Study
Application Upgrade Strategy
C2I Upgrade (Current to Improve) C2E Upgrade (Current to Excel)

Applicable if Applicable if
The Upgrade is driven by technology/product The Upgrade is driven by business
Elimination of Customization is the primary

Strategize
support
Most of the customizations are relevant to the objective
current business need You want to redefine the application usage and
Leveraging new features is not an immediate need leverage the new features to the full extent

What it requires What it requires

Synergize
Shorter duration compared to C2E Upgrade
Minimal involvement from business/SME
A high level assessment
What you get
Completion of upgrade in a shorter duration
Minimal training effort compared to C2E upgrade
95% of the customizations are available after
upgrade
Longer duration, minimum of 30% over C2I
Upgrade
Additional involvement from business/SME
Detailed upgrade assessment
A strong commitment from Top Management
What you get
Reduce the future upgrade cost by moving towards
Vanilla
Reduce the maintenance cost by dropping
customizations
Increased ROI by using industry best practices
PeopleSoft v9.2 Upgrade Experience Sample List

Client Name Upgrade Project Version Application Region

The Largest Retailer Network in US 9.1. to 9.2 HCM North America
A Leading Energy Sector Company in California 9.1 to 9.2 FSCM / HCM North America
A Renowned Childrens Hospital in California 9.1 to 9.2 HCM / FSCM North America
HCM / FSCM / ELM
A Leading Utility Company 8.9 to 9.2 North America
/ Portal
Leading US based Membership and Interest group which
9.1 to 9.2 HCM / ELM North America
provides insurance coverage
A Leading American Law Firm 9.0 to 9.2 HCM North America
A Leading Custodian Bank in the US 9.0 to 9.2 HCM / FSCM North America
One of North Americas Top Multi-national Consulting
8.0 to 9.2 HCM North America
Companies
A Global Leader in Assurance, Tax, Transaction and Advisory
8.9, 9.0 to 9.2 HCM North America
Services
A Leading Bank with Global Presence 8.9 to 9.2 HCM Europe & APAC

One of the World's Principal Humanitarian Agencies 9.0 to 9.2 HCM / FSCM Europe
A Mobile and Internet based Commercial Bank in the United
9.1 to 9.2 HCM Europe
Kingdom owned by UKs largest super market
Largest General Insurer 9.0 to 9.2 HCM Singapore

A leading Insurance firm in Canada 8.9 to 9.2 CRM North America

 Tools for Upgrade

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
PeopleSoft Upgrade Tools
Hex Upgrade Applicable
Objective/ Benefits Approach
Accelerators Upgrade Phase
Prepare a detailed Customization Inventory Identify the Customized Objects,
Module wise compare report for easy tracking and testing Perform a detailed Impact Assessment/
Complexity report for objects based on impact on Upgrade Analysis, Prepare a Summary and Development
a detailed Report
Better control on object level keep/drop decisions
Gives readable text of AE programs for retrofit analysis/
tracking program execution
Faster analysis of AE programs during errors (40% savings in Extract relevant App Engine &
Technical
effort) order it according to sequence of
Upgrade
execution
Prevents accidental changes to AE programs during analysis
Helps DBAs in tuning based on large tables
Prevents Data Conversion failure during execution
Reports the Pre Image and Post Image of fixed SQLs for Identify the Impacted SQLs of
reference Technical
Conversion Scripts and Modify
AE Retrofitter Upgrade
Prevents omissions in code correction the SQLs to avoid the Failure
Reduction in rework effort by 80%
Identify tables, which are not in
sync with Database and generate
report. Technical
Prevent View Failure due to column order mismatch
Upgrade
Alter those tables to synchronize
the columns
PeopleSoft Upgrade Tools
Hex Upgrade Applicable
Objective/ Benefits Approach
Accelerators Upgrade Phase

Avoiding database errors related to insufficient extents Analyze all existing table Technical
spaces Upgrade
Estimate the extra space required for the table space
Table space
Easy readable report identifying table spaces which need attention Report the big tables, free
Reporter
extra data file or Resize current data file space availability and
estimated space requirement
Reduction in analysis/ rework effort by 80% for each environment

Minimize the run time of Alter Scripts Split the Alter Scripts to have Technical
it run in parallel and in an Upgrade Test
One of the key steps in cut over window optimization (minimum of
Scripter Moves/ Go Live
20% reduction in cut over window) optimized mode

Fixes up 80% the broken queries Opens up the queries in user Technical
mode for retrofitting Upgrade -
Query Development
Retrofitter Will give a list of queries
which needs manual
intervention

Ready to use template to capture preparation tasks for Go-Live like Start filling data based on Mock Cutover /
communication , actual upgrade tasks & post upgrade setup and test moves and include tasks Go-Live
Go Live
Checklist post Go-Live stabilization tasks. during project timeline
Test checklist effectiveness
during mock cutover
Probe Tool - Module wise Customization
Report
Probe Features
Perform Analysis of Customers System using
Tools Metadata

Module Based Customization Inventory

Classifying Objects into Simple / Medium /

Complex at a high level for Core Objects based on
Upgrade Impact

Increase accuracy of PeopleSoft Upgrade

Estimation

Reports can be viewed/downloaded by customers

Akiva - Data Masking
Data Masking Tool to enhance the security of your Non-Production environments
Masks sensitive information in the PeopleSoft Finance and HRMS non-production environments
like development, training, testing, etc. making them secure
Akiva also provides Data Subset feature to create a compact database with a smaller footprint
and less data
Akiva provides a user friendly frontend for the users to choose any of the sensitive information
(Fields) in the enterprise for masking. The application aware masking tool takes care of all fields
be it Vanilla or Customized by the user

Business Benefits
Training /
Production COP Data Development / High Quality Data is
Masking Test Database with available in
masked and sub- Development and Test
set of data Environments

Data Integrity is
retained

Opens avenue for

outsourcing Results
in cost reduction
Client Zone Vendor Zone
No impact on existing
application
functionality

Adherence to data
privacy legislations
 Upgrade Methodology

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Methodology

Project Planning & Configuration& Testing & Deploy &

Design
Phases Assessment Development Training Support

Project Project Planning Project Monitoring Risk Management Communication

Management
Functional Study Finalize Solutions Executing SIT
Requirement Gathering Functional Design Creating Training
Functional Customization Analysis Configuration Material Execute Mock Run
Business process Fit-Gap Creation of Test Plan Conference Room Pilot Go Live Preparation
Functionality Training
Compare Reports Technical Design Perform Code Catch Up Execute Final Move
Presentations Supporting UAT
Keep-Drop Analysis Retrofit Supporting UAT
Technical PeopleTools - Features Customizations, Resolution of issues or Post Go Live Audit
and Functions Interfaces and Reports bugs Post Go Live Support
Presentation Development
Environment Study and 2nd Upgrade Pass 3rdUpgrade Pass Transition Support
Unit Testing
Plan Optimization of Optimization of Upgrade
Upgrade Initial Upgrade Pass Upgrade scripts scripts*
Planning & Assessment Phase

Phase Activities Deliverable Format

Project Planning Initial Project Plan MS Project

Finalization of Project
MS Word, MS Excel and MS
Management Templates Project Management Templates
PowerPoint
Environment Study and Planning
Environment Plan MS Word
Functional & Customization Study
Presentations of Delta MS PowerPoint and PeopleSoft
Delta Presentations - Application
Functionality between PeopleSoft Application
Application version Delta Presentations MS PowerPoint and PeopleSoft
Presentation of Delta Features PeopleTools Application
between PeopleTools Version
Fit-Gap Analysis Document MS Excel
Conduct Fit-Gap Analysis
Conduct Keep-Drop Analysis Keep-Drop Analysis Document MS Excel
Perform Initial Upgrade Pass
Responsibility Matrix
Assessment Phase

Hexaware Client
Activity PM TC FC US PM TL FL DBA
Project Planning R PA PA PA R PA (30%) PA (30%) PA (10%)
Environment Study and
R P R P (10%)
Planning
Functional & Customization
R P P R PA (30%) PA (30%)
Study
Conduct Fit-Gap Analysis R P P R PA (30%) PA (30%)

Conduct Keep-Drop Analysis R P P R PA (30%) PA (30%)

Perform Initial Upgrade Pass R P P P R PA (10%) PA (10%) P (10%)

R Responsible, P Perform, PA Participate

PM Project Manager , TC Technical Consultant , FC Technical Consultant , US Upgrade Specialist , TL Tech
Lead , FL Functional Lead
Hexaware team participation will 100% across all phases
Assessment Phase Templates

Assessment Phase Calendar Functional Fit-Gap

Design Phase

Phase Activities Deliverable Format

Conference Room Pilot I PeopleSoft Application
Conduct Conference Room Pilot - I Functional/Technical Design
(with demo data and no MS Word
Document/s
customizations)
Test Strategy and Plan MS Word
Prepare and Finalize Functional &
Technical Design Documents
Prepare Test Strategy & Plan
Responsibility Matrix
Design Phase

Hexaware Client
Activity PM TC FC US PM TL FL DBA
Prepare and Finalize
Functional Design R P R PA (20%)
Documents
Prepare and Finalize
Technical Design R P R PA (20%)
Documents
Prepare Test Strategy &
R P P R PA (10%) PA (10%)
Plan

R Responsible, P Perform, PA Participate

Hexaware team participation will 100% across all phases
Design Phase Templates
Configuration and Development Phase

Phase Activities Deliverable Format

Configure Application
Configured Application PeopleSoft Application

Retrofit Online Customizations Retrofitted Code PeopleSoft Application

Retrofit Interfaces Executed Unit Test Cases MS Excel
(Inbound/Outbound)
SIT Test Cases MS Excel
Retrofit Reports
Retrofit Application Security
Complete Unit Testing
Prepare SIT Test Cases
Perform Upgrade - Test Move 1
Responsibility Matrix
Configuration and Development Phase

Hexaware Client
Activity PM TC FC US PM TL FL DBA
Configure Application R P P R PA (10%) PA (10%)

Retrofit Customizations R P P P R PA (20%) PA (20%) PA (10%)

Complete Unit Testing R P P P R PA (10%) PA (10%) PA (10%)

Prepare SIT Test Cases R P P R PA (10%) PA (10%)

Perform Upgrade - Test
R P P P R PA (10%) PA (10%) P (10%)
Move 1

R Responsible, P Perform, PA Participate

Hexaware team participation will 100% across all phases
Configuration and Development Templates
Testing and Training Phase
Phase Activities Deliverable Format
Execute System Integration Testing (SIT)
Conference Room Pilot II PeopleSoft Application
Test cases
Conduct Conference Room Pilot II Executed SIT Test Cases/Results MS Excel
(with data and customizations)
Prepare/Update Training documentation Training Documentation MS Word
Perform Code Catch Up Key User Training Web Ex / Classroom
Perform Upgrade Test Move - 2
Production Cutover Plan MS Excel/MS Word
Conduct Key User Training (Utilizing
Train the Trainer Approach)
Provide Support for User Acceptance
Testing (UAT)
Plan for Production Cutover activities.
Responsibility Matrix
Testing and Training Phase
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Execute System Integration R P P P R P (30%) P (30%) PA (10%)
Testing (SIT) Test cases
Conduct Conference Room R P P R PA (20%) PA (20%)
Pilot II
Prepare/Update Training R P P R PA (10%) PA (10%)
documentation
Perform Code Catch Up R P P P R PA (10%) PA (10%) PA (10%)
Perform Upgrade Test Move R P P P R PA (10%) PA (10%) P (10%)
2
Conduct Key User Training R P P P R PA (10%) PA (10%) PA (10%)
Prepare UAT Test Cases R PA PA P R P (30%) P (30%) PA (10%)
Provide Support for User R PA PA P R P (30%) P (30%) PA (10%)
Acceptance Testing
Plan for Production Cutover R P P P R PA (30%) PA (30%) PA (10%)
activities
R Responsible, P Perform, PA Participate
Hexaware team participation will 100% across all phases
Testing and Training Phase Templates
Deploy and Support Phase

Phase Activities Deliverable Format

Perform Upgrade Mock Run
Perform Final Move Cutover to
Production
Provide Post Production Support
Production Ready Application PeopleSoft Application
Resolution to bugs in Production
MS Excel
(if any)
Post Production Support Plan MS Excel/Word
Responsibility Matrix

Deploy and Support Phase

Hexaware Client
Activity PM TC FC US PM TL FL DBA
Perform Upgrade Mock
R P P P R PA (30%) PA (30%) PA (10%)
Run
Perform Final Move
R P P P R PA (30%) PA (30%) PA (10%)
Cutover to Production
Provide Post Production
R P P P R PA (30%) PA (30%) PA (10%)
Support

R Responsible, P Perform, PA Participate

Hexaware team participation will 100% across all phases
 Sample Timeline

Project Team

Project Manager QA Consultant

Functional Consultant Upgrade Specialist
Technical Consultant
 PeopleSoft Update
Manager

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Delivery Model - PUM
Cumulative Images

Application Releases

PUM Image - ..x

PUM Image - 2

PUM Image - 1
PUM image

PRP Update
Package
All updates are rolled into next
Image
PUM - Benefits
Tailored Custom Package
Only one Change Package to be applied
Streamlined Process
Patch on your Schedule
Find specific fixes
Automatically includes dependencies
Reduce Manual steps for patching
PeopleSoft Update Image

PeopleSoft Update Image Date

PeopleSoft HCM 9.2.020 December 9, 2016
PeopleSoft HCM 9.2.021 January 20, 2017

PeopleSoft Update Image Date

PeopleSoft FSCM 9.2.022 December 12, 2016

PeopleSoft Update Image Date

PeopleSoft ELM 9.2.015 January 27, 2017

PeopleSoft Update Image Date

PeopleSoft CRM 9.2.012 September 23, 2016

PeopleSoft Update Image Date

PeopleSoft Campus Solution 9.2.003 November 1, 2016
Features Adopted by
Customers

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Peoplesoft UI Evolution

1994

1997
2000
2002
Fluid Interface
PeopleSoft application fluid pages scale gracefully from large screen devices such as laptops and
desktops down to the reduced viewing space of tablets and smartphones
The PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater
flexibility with the enhanced use of cascading style sheets ,HTML5, and JavaScript

PeopleSoft Page on a Tablet PeopleSoft Page on a Smartphone

Work Centers
PeopleSoft WorkCenter pages provide you with streamlined access to commonly performed
tasks

WorkCentre pages are intuitive and can be designed and targeted based on the various needs
of multiple business roles

PeopleSoft Work Center simplifies the process and reduce the time and effort it takes to
perform a business process

WorkCenter pages divide the browser window into two frames

A pagelet area.
A target content area.
Time and Labor Work Center
Activity Guide
An activity guide takes you through a procedure by providing a list of predefined
tasks and tracking your progress, similar to a to-do list.
Configuration allows customer to specify which steps are optional and which ones
are required
Determine the order the steps will display

Launch workflow and approval routing as part of your processing steps

Activity guides can be useful in a number of procedural scenarios For example:

Benefits enrollment.
A life change event, such as a marriage or the birth of a child.
System or feature configuration
Life Events Activity Guide
 Pivot Grid

Pivot Grid supports operational dashboard reporting within the PeopleTools framework to
provide a pivot table and chart representation of data using PSQuery data source.

Using Pivot Grid, users can view data in these different visualizations:

o Grid only : Users are able to view the operational reporting data in a grid, where data pivoting,
slicing, and dicing is possible

o Chart only : Users are able to view the operational reporting data in a chart.

o Grid and chart : Users are able to view the operational reporting data in both a grid and a chart.
The data between the grid and the chart is synchronized for an accurate view
Pivot Grids
Pivot Grids
PeopleSoft Test Framework

Record and Playback tool

Automates Functional testing within PeopleSoft

Application

More tests - Greater Accuracy- Shorter time

Stored in Database as App Designer Objects

Developing Tests

Robust Test Development Platform

PTF EDITOR
PTF EXPLORER
Benefits of PTF

Automated testing

Consistent across environments

Functional testing

Speeds testing

Reduces testing time and resources

Easy to migrate
PTF Test Cases Repository
Hexaware Co-developed 40,000+ PTF scripts with Oracle for PeopleSoft v9.2

HCM ELM FMS

Test Scenarios Distribution Absence Management 94
Blended Learning 21
Business Objects 85 ALM - Asset Management 118
Benefits 133
Certification and Curriculum 52 68
eCompensation 291 ESA - Contracts
9% Self Service 21
ePerformance Management 329 ESA - Expenses 100
Course Structure 17
39% eProfile And Mgr DskTop 142 186
Customer Feedback Loop 61 ESA - Front Office Pay Bill
Global Payroll Core and Country Enrollment 189 151
866 ESA - Project Costing
Extensions
Financial Integration 26 ESA - Resource Mgmt. 29
Human Resources 1101
52% French Features and Cost 466
Payroll for North America 274 84 FIN - Accounts Payable
Track
Recruiting Solutions 631 Learner Experience 59 FIN - Accounts Receivable 95
Stock Administration 162 Resource Management 83 FIN - General Ledger 76
Time and Labor 991 SES 128 FSCM_Common Regression
8
Social Learning 52 Cycles
FSCM HCM ELM
SCM FSCM E2E & Integrations

CFM - BILLING 238
HCM EX_Payroll_GL (9.1 & 9.2) 83 Only company
FSCM CFM - eBill Payment 30
5306 Test Scenarios FMS_OTC92(Order To Cash) 59 partnered with Oracle
4027 Test Scenarios CFM - Order Management 304
in PTF Test
17189 Reusable Test cases 20532 Reusable Test cases
FMS_PTC92(Propose To Credit) 39
MGIN - Cost Management 22
261 Reusable Test Libraries MGIN - Inventory 350 FMS_PTP92(Procure To Pay) 66 Development and has
75 Reusable Test Libraries SCP - Supply Planning 286 FMS_STC92(Service To got 10K+ PTF Shell
46
Contract)
SRM - eProcurement 576 Test and 40K+ PTF
Payroll_GL (Payroll to GL) (9.2
SRM - Purchasing 365 41 Test Scripts
& 9.1)
ELM

SRM - Services Procurement 110 FMS & SCM Integrations 91
975 Test Scenarios SRM - Strategic Sourcing 132
End to End Flows 122
2675 Reusable Test cases SRM - Supplier Contract Manage 117
20 Reusable Test Libraries
Why PTF

PS 9.2 Upgrade

Vanilla repository will be updated with

modified functionality, these scripts will be
baseline for all future upgrades
Hexaware

The PTF scripts can be used while applying

Images which will be released on a regular
basis
PeopleTools 8.55

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Added/Changed Product Support

Component Added Discontinued

Server Operating Oracle Linux 7 (64-bit) with UEK 3.2+ z/OS 1.12
System Oracle Linux Containers using OL 6.5+ and 7.1 Windows Server 2008 R2
Red Hat Linux 7 (64-bit)
Windows Server 2012 R2
Client Operating Windows 10 Windows Server 2008 R2
System Windows Server 2012 R2
RDBMS Oracle 12.1.0.2 Informix
SQL Server 2014 Sybase
DB2 z/OS 9.1
Web Server WebLogic 12.1.3 WebLogic 12.1.2
Websphere 8.5.5 (No change)
Browser Chrome 46 Chrome 35
Edge - 25.x IE 9, 10
Firefox: Firefox 24
-- 38 (Extended Support Release) Safari 6 for Mac
-- 42 (RR version)
Safari (for Mac) 8.x, 9.x
Added/Changed Product Support -
continued
Component Added Discontinued
Mobile Chrome Android 5.x, 6x Chrome for Android 4.4
Safari iOS 8.x, iOS 9.x Safari for iOS 7

Application Server Tuxedo 12.1.3 (VS2012 for Windows) Tuxedo 12.1.1

Tuxedo 12.1.1 (Solaris 10 x86 -64 only)

JRE 1.7 NA
COBOL Net Express 5.1 WP11 NA
Server Express 5.1 WP11
IBM Enterprise COBOL for z/OS 5.2

Search SES 11.2.2.2 with Bundle Patch 5 NA

(upgrade to 11.2.0.4 DB)
SES Verity 6.5.1.1 - no change
Enhancements

PeopleSoft CDA
Fluidic User Experience PeopleSoft ACM
Application Designer INFRASTRUCT Push Notification to Android or iOS devices
Component Interface DEVELOPMENT URE PeopleSoft Health Center
New Log Analyzer Utility for App Security - SHA-2 | Multi factor authentication | Cloud
Engine
Fluidic UI | CDA |
App Designer PeopleTools | File attach.
Health Center

LIFECYCLE PeopleSoft Update Manager Search, New

REPORTING & MANAGEMENT Customization, Test Impact Info.
Pivot Grids ANALYTIC TOOLS PTF - Multi browser support for PTF
Fluid Pivot Grid Viewer TOOLS PUM | Data Improved Data Selection Exclude Operator option
Composite Query Migration NOT IN, NOT BETWEEN and NOT LIKE
Currency Format (Pivot Grid) workbench | Customized configuration data Preservation
PTF

Discontinued Support
Crystal Reports not supported from 8.55
Sybase and Informix database platforms
not supported from 8.55
 Case Study

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Case Study 1: Leading distributor of Natural Gas
PeopleSoft HCM & FSCM 9.2 Upgrade
About the Client
Client is one of USs preeminent distributors of natural gas, their
business engagements consist of natural gas distribution operations,
wholesale services and energy investments.
Engagement Details
Project Execution Model - Onsite-Offshore
Project Duration 12 months
Team Size 52
Technical Environment
PeopleSoft 8.9 HCM, PeopleSoft 8.9 Fin, PeopleSoft 9.0 ELM and
PeopleSoft 9.0 Portal environnements.
Oracle Solaris System to host the applications.
Business Benefits
Single Portal for employees, managers etc., and accessibility to the
details through Unified Navigation.
Ability of employees to access the system outside the network was
widely recognized.
Automated work flow approvals, guided navigations through work
centers to achieve tasks etc., were received well with the users.
Custom developed contents that helped users perform specific
tasks like enrolling to benefits etc., were very user friendly.
Key Challenges
Big Bang Go Live Approach of all the projects identified in the
Scope. Detailed planning of individual tasks helped develop a
contingency plan for this.
Controlling Scope and finalizing the most visible functionalities
like Portal Look and feel, Manager Dashboard, Self service
functionalities etc. were initially a challenge.
Making the environment(s) available to the employees outside
the network was also a technical challenge.
T&L Timesheet customization issue
Direct Line Reports Pagelet population
Project Scope
PeopleSoft HCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
Core HR, Ben Admin, Base Ben, Time & Labor, NA Payroll,
eBenefits, eCompensation, ePay, ePerformance and
eProfile
PeopleSoft FSCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
Asset Management, Inventory, Billing, Cash Management,
Contracts, Expenses, eBill, eProcurement, General Ledger,
Accounts Payable, Project Costing, Purchasing, Accounts
Receivable, Resource Management and Supply Planning
PeopleSoft ELM Tools Upgrade from 8.50 to 8.53 Version.
PeopleSoft 9.1 Portal Re-Implementation.
Oracle Upgrade from 10g to 11i.
Only Technical support provided for all the above mentioned
activities.
Case Study 2: Leading Hospital in California -
PeopleSoft FSCM & HCM 9.2 Upgrade
About the Client
The client is a childrens hospital based in California, United States.
It has consistently been rated as one of top 10 childrens hospitals
in the US, winning awards and accolades for its pediatric
treatments.
Technical Environment
The client was using PeopleSoft FSCM & HCM 9.1
Project Scope
The implementation involved:
Upgrading from PeopleSoft FSCM & HCM 9.1 to PeopleSoft
FSCM & HCM 9.2
Upgrading PeopleTools 8.53 to PeopleTools 8.54
Redesigning the TAM/CG and hire processes
Upgrading the following modules:
FSCM: Purchasing, Asset Management, GL, AP, AR,
Project Costing, Inventory, Mobile Inventory
HCM: Core HR, eProfile, eProfile Managers Desktop,
ePerformance, eCompensation, Base Benefits, Time and
Labor, Payroll Interface, TAM/CG
Engagement Details
Hexaware used an Onsite Offshore model to execute this 8-
month project with 5 team members working onsite at the
client location and 4 team members working offsite in India.
Business Benefits
5x Improvement in Approvals Processes (Previously 5
days/Now 1 Day)
5x Improvement through automated redesigned hiring process
for Position Requisition Creation (from 5 days to just 1).
Enhanced Operational Insights through customized
WorkCenter.
The mobile capabilities were enhanced by the fluid interface to
ensure a superlative user experience across devices, and
contributed to ease-of-adoption and increase in productivity.
Case Study 3: Leading US based Membership and Interest
group which provides insurance coverage

PeopleSoft HCM & PS ELM 9.2 Upgrade

About the Client Project Scope
Leading US based Membership and Interest group which The implementation involved:
provides insurance coverage Upgrade from PS HCM 9.1 to HCM 9.2
Upgrade from PS ELM 9.1 to ELM 9.2
Engagement Details Upgrade PeopleTools from 8.52 to 8.54
Upgrade the following modules:
Hexaware used an Onsite Offshore model to execute this 8-month
Human Resources/Workforce Administration
project with 5 team members working onsite at the client location
Benefits Administration, Base Benefits
and 4 team members working offsite in India.
Talent Acquisition Manager/Candidate Gateway
North American Payroll
Technical Environment Time and Labor
ePerformance
PeopleSoft HCM 9.1
eDevelopment
PS ELM 9.1
ePay
PeopleTools 8.52
eProfile
Compensation (eComp, Variable Compensation)
eProfile Managers Desktop
New 9.2 features like Life Events, Paycheck modeler Enterprise Learning Management
Redesigned centralized Approval Workflow Implement new 9.2 features (Pay Check Modeler, Benefits
Improved employee experience using Dashboards ,WorkCenter, Life events, WorkCenter, Pivot Grids, SES)
Activity Guides and pivot grids Redesign Manager Self Service workflow (Delivered and
Readiness for Fluid and mobile interface. Custom)
Case Study 4: Leading Multinational Bank PeopleSoft HCM 9.2
Upgrade

About the Client Key Challenges

Client is one of the leading global custodian banks, serving a broad
range of consumer, commercial, corporate and institutional clients. 3) Database Performance: Along with upgrade from Tools 8.52.06 to
They provide trust, custody, investment management, and banking 8.53.09 we also did database from Oracle 10g to Oracle 11g. We faced
services to individual and institutional clients throughout the world. some performance issues
4) PUM application/Update Manager : Application of patches and
selective fixes has become difficult because along with the bug it brings
Engagement Details in all the pre-requisite and post-requisite. If the system has been
customized
Project Execution Model - Onsite-Offshore
a bit then in itself becomes a project
7 to 8 Team Members
5) Activity Guides: Configuration and setting up activity guides was a
challenge
Scope
PS HCM 9.0 to 9.2 Upgrade
Module
Workforce administration & benefits Business Benefits
e-performance management
E-learning, Talent management 1. Employee Photos Used the Peoplesoft feature to upload photos.
compensation (custom) Stored in Peoplesoft and Visible on Org-Chart and
Time & Labor Mangers/Employees/Admins.
NA Payroll & Global Payroll 2. Related actions for managers Used for link various action based
Custom interface with third parties on the components and security the manager has on the
direct/indirect line report. Used for Job, Training, Performance
Key Challenges management, etc..
3. Workcenters for Time and Labor/EPerformance: These have
1) Time and Labor rules: Complex time and labor rules used across been configured for managers and employees to capture the
North America, EMEA, APAC approximately 276 rules from 20 information.
countries. The templates delivered earlier had changed between 9.0 4. Dashboard for Talent Management: One-Stop shop for the
to 9.2 giving different results. managers to view there employees and information about them.
2) WorkCenters : Work-centers for Talent management , Time and 5. Activity Guides for Benefits : New functionality for employees to
Labor and ePerformance. We had to do customization and tune create life events
SQLs(Custom and delivered) to get good performance.
 Thank You
www.hexaware.com

Email : vishalr@hexaware.com

NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016