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NZOUG

Understanding PeopleSoft Upgrades

Jason Shepherd
Upgrade Solutions Advisor
PeopleSoft Application Solution Centre - Sydney

20 October 2008
Agenda

• Upgrade Considerations
<Insert Picture Here>

• Upgrade Project Structure

• Managing Challenges and Risks

• Oracle’s 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 pre-


written 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 Upgrade Implement Advantage
Customisations Created on Created in Same
Initial Pass SYS
Configuration Created on Created in Same
Initial Pass SYS
Application Data Converts in Migrated See Below
Place
• Upgrade
• 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 Current Release

8.9

Upgrades
One-Step
8.8 9.0
8.4

< 8.4

New! HCM 8.3

Upgrade Scripts Available on Customer Connection


Agenda

• Upgrade Considerations
<Insert Picture Here>

• Upgrade Project Structure

• Managing Challenges and Risks

• Oracle’s Upgrade Approach

• Future Upgrade Options


Upgrade Project Structure
PeopleSoft Upgrade Process Overview
Upgrade Project
Upgrade Planning Workshops Planning

Upgrade Initial
Pass
Batch Upgrade

Migrate
Customisations
Test Moves &
Testing
The Foundation for Success

Go Live! Define Scope and Empower the Team


Build the Solutions – Strong Skills
Every Iteration Adds Value
Realise the Value
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
<Insert Picture Here>

• Upgrade Project Structure

• Managing Challenges and Risks

• Oracle’s 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
<Insert Picture Here>

• Upgrade Project Structure

• Managing Challenges and Risks

• Oracle’s Upgrade Approach

• Future Upgrade Options


Oracle’s Upgrade Approach
What is it?

<Insert Picture Here>


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

The ASC offers a reduced-cost service using accelerated packaged


solutions, which yield repeatable and predictable results.

“Upgrade Centre of
Excellence”
Oracle’s Upgrade Approach
The Upgrade Lab
Faster & more cost
effective projects (versus
on-site work)
ASC Minimise on-site
disruptions to user base &
infrastructure

Accelerated Reduced Tight integration with


Time Customer Experience Oracle Development,
to ROI Effort Support and Education

Integrated Suite of
Knowledge, Tools and
Upgrade Centre of Excellence Methodologies to Drive
Your Success
The ASC Services Menu

200+ Offshore
Upgrade Planning Resources
Workshop
Batch Hosting
Jumpstart Services 40+ Global Onshore
Resources in 6
Centres ensure
Base Quality
Go-Live Customisation
Support
Upgrade Retrofit
Package
10+ years
experience in the
PeopleSoft
Test Move Functional Upgrade space
Support Support
Testing Support
Agenda

• Upgrade Considerations
<Insert Picture Here>

• Upgrade Project Structure

• Managing Challenges and Risks

• Oracle’s Upgrade Approach

• Future Upgrade Options


Future Upgrade Options
PeopleSoft 9.1 Investment Summary

     In Progress

Develop Refine
Roadmap Validate Candidate Finalize
Candidate Release Design Coding
Candidate List &
List List Estimates Plan

Requirements From:
• User Groups Validation Groups
• Customers • PeopleSoft Customer
• Industry Strategy Advisory Boards
• Global Strategy • PeopleSoft Strategy
• Support Councils
• Market Factors

PeopleSoft 9.1 Planned Timeline


PeopleSoft Release 9.1
Post Updates of
Integrations, and PeopleTools 8.50
Dashboards, and Target Rollout
Web Services
Future Upgrade Options
Planned Upgrade Options For PeopleSoft 9.1

Release Next Release

9.0

Upgrades
One-Step
8.9 9.1
8.8*

< 8.8

Upgrade Scripts Available on Customer Connection After GA

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