PeopleSoft Managed Services: Best Practices for

PeopleSoft Managed Services: Best Practices for Application Support, Hosting, Testing-as-a-Service

Cameron McClurg, SpearMC Inc.

Gary Dranikoski, SpearMC Inc.

102550

Your Presenters

© 2020 SpearMC Consulting

Cameron McClurgManaging Director (Seattle)[email protected](206) 819-7851

Gary DranikoskiDirector (Pittsburgh)[email protected]

About SpearMC Consulting


▪ PeopleSoft Hosting on Oracle Cloud Infrastructure

▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

▪ PeopleSoft and Tools Training

▪ PUM Update & Testing Service

▪ PeopleSoft Reseller since 2008

▪ PTF and Test Automation

▪ Oracle Hyperion and Cloud EPM

▪ Oracle Business Intelligence

▪ PeopleSoft Managed Services

Certifications: PeopleSoft/PeopleTools, Oracle Cloud Infrastructure, Infrastructure as a Service (IaaS), Hyperion, Oracle Cloud EPM

PeopleSoft RECONNECT 20 4

The Road to Kibana @ 11.45 AM on 6 Oct (Tue)

Fluid Discussion Service @ 12:15 PM on 6 Oct (Tue)

PeopleSoft Chatbots @1:00 PM on 6 Oct (Tue)

Managed Services: Best Practices @9:15 AM on 7 Oct (Wed)

Candidate Data Privacy @ 12:00 PM on 7 Oct (Wed)

Extending PeopleSoft Work Centers @ 11:15 AM on 8 Oct (Thu)

Employee Engagement Surveys @11:15 AM on 8 Oct (Thu)

SpearMC

Managed Services

Oracle Cloud Hosting

Emerging Technology

Training

Analytics

Thought Leadership

All Times PDT

https://www.youtube.com/channel/UC3zcqCKXwWPeHWfEgm93KeA

https://spearmc.com/

https://www.linkedin.com/company/spearmc-consulting/

Intended Audience

PEOPLESOFT CUSTOMERS FUNCTIONAL OR TECHNICAL

© 2020 SpearMC Consulting 6

Best Practices


Best Practices for Application Design and Training

8 © 2020 SpearMC Consulting

How to Minimize Support Needs

Intuitive Design

Provide Self Service Help Documentation/Process

Leverage Emerging Tech


Design Principles

Minimize Complexity (Eliminate “special” requirements)

Leverage Page and Field Configurator

Bring Offline Forms/Processes into PeopleSoft.


Page and Field Configurator


Before After

Forms and Approval


Custom built forms within PeopleSoft

that leverage field validation and

approval workflow

Self Help

• Invest in Training and Automated Self Help


Self Help


Self Help- Captivate


Self Help- Captivate


Emerging Tech - Chatbots


Best Practices for a PeopleSoft Service Desk


Establish a…

Centralized Platform for Issue Management

Communications protocol and schedule

Process for prioritizing work

Knowledge Base


Service Desk Software…


• What is the effort to get this up and

running

• Customizable

• Simple and intuitive

• Share information with

customers, developers and

service desk team

• API’s available

• Service Level

Agreements

• Time estimates

• Reporting

• Clear licensing costs

• Customer Portal

Easy to set-up and use

Scalable

Time Tracking

Integrated with other products

Cost effective

20

• Spin up additional

projects

• Reusable workflows

• Performance

Metrics

• # of Issues by

_____

• Status• Assignee

• Pillar

21

Real-time Support Metrics Dashboard


Best Practices for Infrastructure


SpearMC CloudShift Includes:

▪ Needs Analysis, Planning, Sizing, Pricing

▪ Lift and Shift (or Move and Improve)

▪ Hosting

▪ Cloud Manager Configuration

▪ Full Lifecycle Management

▪ DR, Scaling Storage/Performance, and Security

OCI Scaling


OCI Scaling


Load BalancerSubnet B

WebSubnet E

Subnet GProcess Scheduler

Application Servers

FD1

FD1 FD2 FD1 FD2

Load BalancerSubnet B

WebSubnet E


Application Servers

FD1

FD1 FD1

“Down” times Month EndLoad BalancerSubnet B

WebSubnet E

FD2


Application Servers

FD1 FD2

FD1 FD2 FD1 FD2

Month End+

Extra UsersExtra Processing Power

OCI Build

• “Smart” Redundancy

• PeopleSoft Cloud Manager Controls Costs


Best Practices for Automated Testing


PeopleSoft Test Framework

Why use Test automation for PeopleSoft ERP?

✓Oracle utilizes PTF to automate their PeopleSoft testing

✓Cost effectively implement selective adoption and regulatory patches

✓Enable more frequent PUM applications (additional business value)

✓Standardize testing and results across all environments and releases

✓Reduce cost and time for testing Production releases

o New PUM Image and PeopleTools releaseso Stage end-to-end data for Unit Testingo PeopleSoft Enhancements and Fixeso PeopleSoft Configuration changeso New PeopleSoft moduleso Infrastructure Changes


PTF Implementation


Validate &

Update Test Plans

Prep PTF Environment

& Clients

Validate& Update

Test Scripts

Validate & Update

Shell Tests

Execute Test Library & Review

Logs

Correct Issues & Maintain

Test Assets

1

3

2

45

6 DEV

TST

QA

TRN

Non-Prod

*Start with SpearMC

test libraries for all

PeopleSoft modules

Case Studies


PeopleSoft application support and more

Full suite of managed services including Operational Application Support (Technical and

Functional), PeopleSoft Test Framework, Testing as a Service and OCI tenancy, plus special projects such as Segregation of Duties Remediation, Grants Reimplementation, ePerformanceNotification Framework

Parkview Health was looking for▪ PeopleSoft experience and a track record

supporting other Healthcare organizations

▪ Cost effective contract with flexibility

▪ Fresh approach to Support - more than

technical break fixes

▪ Tools, processes and other services including

▪ Integrated processes

▪ Extensive knowledge transfer

▪ Modern helpdesk software

Case Study: Parkview Health


31

Objective:

Replace existing support provider

with a full-service partner, reduce support costs/hour

Focus Area/Event:

• Jira Service Desk Implementation• Cherwell Integration

Benefits Realized:

• Process improvements

• Reduction in customizations

• Streamlined architecture

• Real-time reporting



1. Application

Support

32

Reduced overall

Support costs by

15%

Objective:

Provide a blueprint of activities, areas

of opportunity and improvement for

Finance, HCM & Technology

Focus Area/Event:

• Addressing hotspots (identified by

Metrics)

Benefits Realized:

• Visibility to leadership• Planning (Budget & Time)

• Proactive approach



2. Leverage

Data

33

20% reduction in

new/recurring issues

PeopleSoft Hosting

First Financial Northwest Bank had no interest to get in the ERP business. They didn’t want on

prem servers. They didn’t want to build an internal IT support system of PeopleSoft administrators, database analysts, and functional experts. They just wanted to be users of a Financial Management solution. And they want it to stay current.

First Financial was looking for▪ Replacement for underperforming cloud

Financial Accounting System (SaaS)

▪ PeopleSoft Licensing

▪ Hosting

▪ Managed Services

▪ Rapid Implementation

▪ Turnkey Vendor

Case Study: First Financial Northwest Bank


34

Objective:

Leverage the scalability,

performance and security of cloud infrastructure

Focus Area/Event:

• Oracle Cloud Infrastructure

Benefits Realized:

• Secure Pipeline

• Robust Disaster Recovery

• Scale

• Patching/Maintenance



1. Hosting

35

Objective:

Keep PeopleSoft Running, Updated

and Optimized

Focus Area/Event:

• 24/7 Support

Benefits Realized:

• Technical System Administration

with Stay Current Services

• Functional Support

• Report Writing

• New Features



2. Complete Managed

Services

36

Cameron McClurg

[email protected]

206-819-7851

Gary Dranikoski

[email protected]

724.448.1614

102550

mailto:[email protected]

mailto:[email protected]

Documents

PeopleSoft Managed Services: Best Practices for