astute oracle i participate webinar series - v1

h t t p : / / w w w . b e a s t u t e . c o m

Are we ready for another PeopleSoft Upgrade?Presented By: Sweta Ganatra PMP, [email protected] or 925-924-1402

Agenda

2 Astute Business Solutions

•CrossRoads with PeopleSoft Application, should we do another PeopleSoft Upgrade?

•Options?

•Key drivers for change?

•Challenges, risks, opportunities?

•Common Approach and Pitfalls

•Best Practices

•Q&A?

Astute Business Solutions

Overview

At Crossroads with PeopleSoft?


•Are you looking at your PeopleSoft alone or in conjunction with other integrated applications within your portfolio?

•How far ahead are you willing to plan and commit?

•What level of Executive Sponsorship do you have?

Option 1


Upgrade to

PeopleSoft 9.1 or 9.2

DRIVERS

•Supported release•Improved Reporting•Platform Upgrades•Streamlined Integration

OPPORTUNITIES•Workflow Automation•Financial Controls

CHALLENGES•Another Upgrade!•Upgrade Costs•Migrate customizations

RISKS•Tendency to keep status quo

PeopleSoft Roadmap


Stay ahead with the latest release

PeopleSoft 9.12010

2013

2016

PeopleSoft 9.2

PeopleSoft 9.3

PeopleTools 8.50

PeopleTools 8.53

PeopleTools 8.56

Consider Hosting


On Premise On Demand Cloud

Software License PeopleSoft/Oracle Fusion

PeopleSoft/Oracle Fusion


Customer Customer Oracle

Software Management




Customer Oracle Oracle

Infrastructure Management




Customer Oracle Oracle

Co-exist with Oracle Fusion

8

PeopleSoft


BENEFITS PAYROLL T & L

CORE HRPeople Jobs Orgs Comp Profiles Comp Changes

CORE HRPeople Jobs Orgs Comp Profiles Comp Changes

TALENT REVIEW PERF. MGMT. T & L

Oracle Fusion

Workforce Directory

Option 2


Adopt Fusion

DRIVERS•Open Standards and SOA based Apps Platform•Embedded BI Analytics

OPPORTUNITIES•Co-existence or pillar approach•Standards-based Integration

CHALLENGES•Migrate from on-premise to cloud•Implementation, Migration and Integration Costs

RISKS

•Significant Change Management Initiative•Security in a multi-tenant environment

• Significant emphasis on SaaS; Subscription based pricing model; Generally Available to buy

• Customers choice between public cloud, private cloud and on-premise deployment; even hybrid

• Coexistence Model; Start with one model and then grow to full suite; pre-built integrations with PS, JDE, and E-Business Suite

• Comprehensive BI / Analytics throughout applications

• Supports Internal Social Networking

• Available in multitenant form - Multitenancy allows many BUs / companies to share the same instance of an application while keeping their data separated


Oracle HCM Fusion Highlights

Option 3


Different ERP / Platform

DRIVERS•New BU’s•More Users from acquisitions•Instance Consolidation requirements

OPPORTUNITIES•Fresh, new perspective•Revamp IT strategies

CHALLENGES•Moving to the cloud could propose ‘withdrawal’ symptoms•Loss of infrastructure control

RISKS

•Significant Org Readiness Undertaking•Initial costs for transition, communication and hand-holding

Option 4


Do Nothing

DRIVERS•Budget Limitations•Wait-n-Watch until later date•Cut Maintenance Costs

OPPORTUNITIES•Increase efficiency of current system•Increate automation•Enhance end-user experience

CHALLENGES•Inflexible IT Strategy•Integration with other external upgraded systems

RISKS•Being ‘left behind’•Postpone costs, bigger budget requirements in future


• Workflow, IB,　Web Services

MORE CONFIG= Less

MAINTENANCE= Lower Cost= More Stability

Drive ROI through

Automation

• LDAP, OAM/SSO　 Integration

• BI Dashboards　 within PS

• Portals and Content

• Social Media　 Integration

Automate through Configuration


Now Next Steps

Best Practice - Health Check Assessment

HEALTHCHECKASSESSMENT

PRIORITIZED SOLUTION ANALYSIS

CURRENT STATE

ASSESSMENTApplication and

Process Discovery Focused on

Current Business Challenges and

Gaps

Cost-Effective Recommendations Focused on Unlocking Value in a Challenging and Evolving Business Environment

15

Scope Definition Customer Discovery Detailed Assessment Health Check Report


Best Practice - Cost Containment


VENDOR SELECTION

•Collaborative Model

•Customer References

Plan & Vision Design Develop Test Train Rollout

PROJECT TEAM ADDRESS RISKS UPFRONT

•Equal, phased representation from all stakeholders

•‘Dedicated’ project resources

•Collaborative Model

•Customer References

PROJECT LEADERSHIP

•Decisive Project Sponsor

•Ensure cohesive effort between IT and Business

•Leverage proven methodology

PROJECT EXECUTION

•Review BP in line with best practices

•Challenge the need to customize

•Measurable, reusable deliverables

SUMS UP TO…

•Adequate planning time

•Steady and focussed execution

•Eye on the goal


Q & A

Sweta Ganatra PMP, [email protected]

925-924-1402


About ASTUTE

Corporate Overview•Oracle Partner – Focused on PeopleSoft, Oracle EBS, OBIEE and Microsoft•Clients and Operations in USA, Canada, Middle East and India•150+ employees, Minority Certified, SB Certified•Global Delivery Model

Who we are


Competency Overview•Lines of Business – IT Consulting, Business Consulting, Temporary Staffing •ERP – PeopleSoft, Oracle •BI – Oracle, Microsoft, IBM•Portals – SharePoint •Process – HCM, Financials, Supply Chain and Risk

Our PeopleSoft Services


• Implementations and Global Rollouts – All PeopleSoft Apps• Upgrades – Fast Track Accelerated Upgrade for V9.1• Application Management Services – Lifecycle Management

• Project Management, Change Management• Fit-Gap Analysis, Business Requirements Gathering• Functional and Technical Design, Development• Testing, Training and Documentation (UPK)

• Fast Track Upgrade Impact Analyzer• Upgrade Test Scripts, Performance Tuning Scripts• Data SPII for Data Privacy Compliance

IMPLEMENT

INTEGRATE MAINTAIN OPTIMIZE UPGRADE

TurnkeySolutions

ConsultingServices

Tools &Accelerators

Recent Successes


•National Healthcare Organization – HCM 8.8 to 9.1

•Global Financial Services Firm – HCM 8.8 to 9.1

•International Consumer Electronics Firm – FSCM 8.0 to 9.0

•International Financial Services Firm – FIN 8.8 to 9.1

•More information online at http://www.beastute.com

Upgrade Planning Challenges


•Budget/ Resources•Dependencies•Contingencies

•Tech. Upgrade•Func. Upgrade•Test and Deploy

•Maintain•Enhance•Support

ASSESS

PLAN

DEPLOY

SUPPORT

•Drivers & Goals•Impact & Change•Architecture

• Manual approach• Eyeball method • Error and Bias

• Variance Factor• Budget Overflows• Loose Estimates

• Prolonged Dev• Multiple Tests• Unable to de-Customize

• Patches/Fixes• Optimization and Tuning• Unable to de-Customize

Thank You

h t t p : / / w w w . b e a s t u t e . c o m

astute oracle i participate webinar series - v1

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