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NZOUGUnderstanding PeopleSoft Upgrades
Jason ShepherdUpgrade Solutions AdvisorPeopleSoft Application Solution Centre - Sydney
20 October 2008
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• Upgrade Considerations
• Upgrade Project Structure
• Managing Challenges and Risks
• Oracle’s Upgrade Approach
• Future Upgrade Options
Agenda
Upgrade ConsiderationsTop 5 Things to Know about Upgrades
1) Time and Errors decrease with each Test Move / Testing iteration.
2) Data Conversion routines and upgrade scripts are pre-written by PeopleSoft development.
3) The majority of Upgrade technical effort and time is spent on Data Conversion & Customisations
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)
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• Data Conversion Routines are Delivered
• Implement• All Data Conversion routines must be developed
• Risk: speed & quality
Upgrade Element / Approach Upgrade Implement Advantage
Customisations Created on Initial Pass
Created in SYS
Same
Configuration Created on Initial Pass
Created in SYS
Same
Application Data Converts in Place
Migrated See Below
Upgrade ConsiderationsCurrent Upgrade Options
ReleaseRelease
On
e-S
tep
Up
gra
des
8.98.9
8.88.8
8.48.4
9.09.0
Current ReleaseCurrent Release
Upgrade Scripts Available on Customer Connection
< 8.4< 8.4
HCM 8.3HCM 8.3HCM 8.3 to 9.0
“Wrapper”New!New!
Multi-Step
Technical Upgrades
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• Upgrade Considerations
• Upgrade Project Structure
• Managing Challenges and Risks
• Oracle’s Upgrade Approach
• Future Upgrade Options
Agenda
Upgrade Project Upgrade Project PlanningPlanningUpgrade Planning WorkshopsUpgrade Planning Workshops
Test Moves & Test Moves & Testing Testing
Upgrade Initial Upgrade Initial PassPass
The Foundation for SuccessThe Foundation for Success
Build the Solutions – Strong SkillsBuild the Solutions – Strong Skills
Define Scope and Empower the TeamDefine Scope and Empower the Team
Realise the ValueRealise the Value
Go Live!Go Live!
Migrate Migrate CustomisationsCustomisations
Upgrade Project StructurePeopleSoft Upgrade Process Overview
Batch UpgradeBatch Upgrade
Every Iteration Adds ValueEvery Iteration Adds Value
Upgrade Project StructureUpgrade 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 StructureCore 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 StructureUpgrade Testing Points
• Unit and Reconciliation Test
• System and Integration Test
• User Acceptance Test
• Parallel Test
Upgrade Project StructureProject 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 StructureKey Roles and Resources
• Upgrade Project SponsorUpgrade Project Sponsor• Upgrade Project ManagerUpgrade Project Manager• Technical Upgrade ResourcesTechnical Upgrade Resources• Infrastructure ResourcesInfrastructure Resources• OS/RDBMS ResourcesOS/RDBMS Resources• DevelopersDevelopers• Functional StaffFunctional Staff• Security AdministratorSecurity Administrator• Updates and Fixes LeadUpdates and Fixes Lead• Testing Leads and TestersTesting Leads and Testers• Training LeadsTraining Leads• Batch and Interface ResourcesBatch and Interface Resources
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• Upgrade Considerations
• Upgrade Project Structure
• Managing Challenges and Risks
• Oracle’s Upgrade Approach
• Future Upgrade Options
Agenda
Managing Challenges & RisksPotential 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 & RisksRisk #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 & RisksRisk #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 & RisksRisk #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
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• Upgrade Considerations
• Upgrade Project Structure
• Managing Challenges and Risks
• Oracle’s Upgrade Approach
• Future Upgrade Options
Agenda
<Insert Picture Here>Oracle provides a dedicated Global Upgrade Practice - the Application Solution Centre
(ASC) - that leverage a blended team, on and offshore.
“Upgrade Centre of Excellence”
Oracle’s Upgrade ApproachWhat is it?
The ASC offers a reduced-cost service using accelerated packaged solutions, which yield repeatable and predictable results.
ASC
Accelerated Time to ROI
Reduced Customer
EffortExperience
Faster & more cost effective projects (versus
on-site work)
Minimise on-site disruptions to user base & infrastructure
Tight integration with Oracle Development,
Support and Education
Integrated Suite of Knowledge, Tools and Methodologies to Drive
Your SuccessUpgrade Centre of Excellence
Oracle’s Upgrade ApproachThe Upgrade Lab
The ASC Services Menu
Batch Jumpstart
Hosting Services
Test Move Support
Testing Support
Go-LiveSupport
Functional Support
Base Upgrade Package
Upgrade Planning Workshop
Customisation Retrofit
200+ Offshore Resources
40+ Global Onshore Resources in 6 Centres ensure
Quality
10+ years experience in the
PeopleSoft Upgrade space
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• Upgrade Considerations
• Upgrade Project Structure
• Managing Challenges and Risks
• Oracle’s Upgrade Approach
• Future Upgrade Options
Agenda
Future Upgrade OptionsPeopleSoft 9.1 Investment Summary
Develop Roadmap Candidate
List
Develop Roadmap Candidate
List
Validate Candidate
List
Validate Candidate
List
Refine Candidate
List & Estimates
Refine Candidate
List & Estimates
Finalize Release
Plan
Finalize Release
Plan
In Progress
DesignDesign
Requirements From:• User Groups• Customers• Industry Strategy• Global Strategy• Support• Market Factors
Validation Groups• PeopleSoft Customer
Advisory Boards• PeopleSoft Strategy
Councils
CodingCoding
2008 Calendar 2009
PeopleSoft 9.1 Planned TimelinePeopleSoft Release 9.1and PeopleTools 8.50
Target Rollout
Post Updates of Integrations,
Dashboards, and Web Services
Future Upgrade OptionsPlanned Upgrade Options For PeopleSoft 9.1
ReleaseRelease
On
e-S
tep
Up
gra
des
9.09.0
8.98.9
8.8*8.8*
Upgrade Scripts Available on Customer Connection After GA
< 8.8< 8.8
Next ReleaseNext Release
Multi-Step
Technical Upgrades
9.19.1
*With Extended Support