KICKING AND SCREAMING SESSION 18145 06.18€¦ · PeopleSoft FSCM, HCM, SCM, Grants Healthcare...

KICKING AND SCREAMING SESSION 18145

06.18.2018

YOUR PRESENTERS

David Oltmanns

Manager, ERP

INTEGRIS

David.Oltmanns@integrisok.com

Randall Johnson

Managing Director

SpearMC Consulting

Randall.Johnson@spearmc.com

10 Acute Care Hospitals

14 Health Care Campuses

More than 9500 Employees

More than 350 Physicians

More than 150 Clinics

PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

PeopleSoft Hosting on Oracle Cloud Infrastructure

PeopleSoft & Tools Training

Testing as a Service

PeopleSoft Reseller since 2008

PTF and Test Automation

Oracle Hyperion and PBCS

Oracle Business Intelligence

PeopleSoft Managed Services

About Us

Founded in 2004, SpearMC specializes in:

Labor Cost Distribution for Funded Research

Transfer Pricing Agreements

Effort Reporting for Grants

Custom Financials Mapper for Growth and Acquisitions

Billing Integration with Epic, Cerner, Kaufman Hall

Hyperion Planning and PBCS integration with PeopleSoft

PeopleSoft Clear Benefits

Focus on Healthcare SpearMC offers products and services that compliment and support Oracle applications.

2017 and 2018 HIUG Finance Community Sponsor

KICKING AND SCREAMING: OUR PATH TO A PEOPLESOFT 9.2 UPGRADE

1. Integris & Oracle A look at our PeopleSoft environment and our current support structure.

2. The Push For Change Selling the Upgrade

3. Our Upgrade Progress Ready, Prep, Go

4. Looking To the Future Working with SpearMC to better position INTEGRIS in the future.

INTEGRIS AND ORACLE Background Information

CURRENT ENVIRONMENT

25 Year History

Multiple Integration Points

Database (Oracle 12c)

Operating System (IBM AIX)

Upgrade Considerations

Get Current

Tools 8.55 versus 8.56

SUPPORT APPROACH

End User Support

24/7 Helpdesk

Service Now Ticketing

Knowledge Base Articles

Online FAQs

ERP Team

Level 2

Level 3

Security Admin

THE PUSH FORCHANGE Selling the Upgrade

CONSIDERATIONS

End of 9.1 Support

Recurring Problems

Heavy Customization

Dev focused on break / fix

Poor Documentation

70+ Interfaces, 420 Bolt on Projects

Maintenance Nightmare

Reactive vs Proactive

Few new features

Slow

Keeping The Lights On

Customization and

Complexity

Ability to Support

and Maintain

KTL

HEADWINDS

EMR Implementation and Focus

Funding

Customer Perception

Organizational Changes

If its not Broke…

AGREEMENT….BUT

Technical Focus Only

No New Functionality

Limit User Impact

OUR UPGRADE PROGRESS Ready, Prep, Go

READY….PREP

Our partnership with SpearMC.

•Staff Training

• PeopleTools

• PeopleCode

• BI Publisher and App Engine

•Roadmap

• Build Awareness

•Generate Excitement

• Showcase new Features

• PUM and Selective Adoption

GO

Project Kickoff – 2/7/18

HCM

• Initial Pass – 3/23/18

• Test Moves

• Test Move 1: Completed April 13, 2018

• Test Move 2: Completed April 20, 2018

• Test Move 3: Completed May 01, 2018

• Go / No Go Decision: May 4

• Go Live – May 5, 2018

FSCM

• Initial Pass – 5/04/18

• Test Moves - TBD

• Planed Go Live – 9/28/18

UPGRADE ALIGNMENT

LOOKING TO THE FUTURE A New Approach

RESHAPING PERCEPTION

Nothing Changes if Nothing Changes

Restructure Support

Increase Customer Engagement

Establish a Steering Committee

Develop a Strategy

Leverage Partnerships

Elevate ERP

PEOPLESOFT TEST FRAMEWORK (PTF)

• Replace manual testing with PTF automation for Unit, Systemic, Integration and Regression testing

• Reduce effort/cost of PUM and regular enhancement project regression testing

• Save time for functional SMEs by replacing routine, manual testing with PTF scripts

• Save time for technical developers by replacing routine, manual unit testing with PTF scripts to help deliver higher quality code to SIT

• Test consistently across environments. Easily migrate PTF test cases across environments

• Easily upgrade and maintain the test cases

PTF BUILDOUT – RESOURCES AND TIMELINE

Resource Plan

• SpearMC PTF Lead

• SpearMC PTF Consultants (1 for HCM Project, 2 for FSCM)

• SpearMC PTF Testers

• Integris PTF Stakeholders

PUM STRATEGY (START HERE)

• Primary Driver to not get in same position as we were…and

• Get current on the latest software versions to ensure that Oracle product support is maintained long term.

• Take advantage of PeopleSoft’s Lifecycle management utilities delivered in the PeopleSoft Upgrade Manager (‘PUM’).

• PUM Strategy – start here!

• Defines ongoing approach to stay current within your PeopleSoft architecture.

• Factors taken into consideration: frequency of evaluation, level of testing, and potential use of the Selective Adoption capabilities of PUM.

• Establish cadence for PUM Evaluation and PTF Testing.

• Promote common terms involved in the PUM architecture (see next slide):

• Sounds hard? Nope…one week and done.

PUM DEFINED (KNOW THE TERMS)

• PeopleSoft Update Manager (PUM)

• PeopleSoft Update Image (PI)

• One Change Package

• PeopleSoft Release Patchset (PRP)

• Proof of Concept (POC)

• Selective Adoption

TESTING AS A SERVICE (GET CURRENT STAY CURRENT)

• Outsource testing and PI evaluation activities to experts

• Replace manual testing with test automation for Unit, Systemic, Integration and

Regression testing

• Reduce effort/cost of PI and regular enhancement project regression testing

• Save time for functional SMEs by replacing routine, manual testing with automated

scripts

• Easily migrate automated test cases across environments

• Evaluate test results and PI reports to make informed decisions and stay current

TESTING AS A SERVICE (GET CURRENT STAY CURRENT)

Q&A

PRESENTERS

David Oltmanns

Manager, ERP

INTEGRIS

David.Oltmanns@integrisok.com

Randall Johnson

Managing Director

SpearMC

Randall.Johnson@spearmc.com

ALL INTERACT PRESENTATIONS WILL BE AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE

THANK YOU!