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KICKING AND SCREAMING SESSION 18145
06.18.2018
YOUR PRESENTERS
David Oltmanns
Manager, ERP
INTEGRIS
Randall Johnson
Managing Director
SpearMC Consulting
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
Randall Johnson
Managing Director
SpearMC
ALL INTERACT PRESENTATIONS WILL BE AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE
THANK YOU!
