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Hays Our Successful PeopleSoft 9.2 Upgrade And How This Changes The Future Model Friday 27 th February 2015 Mark Thomas and Sean Earlam Hays Specialist Recruitment

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Hays – Our Successful PeopleSoft

9.2 Upgrade And How This Changes

The Future Model

Friday 27th February 2015

Mark Thomas and Sean Earlam

Hays Specialist Recruitment

WHY UPGRADE?

BENEFITS

• WORKCENTRES

• ACTIVITY GUIDES

• COMPANY DIRECTORY

• FORMS & APPROVALS

BUILDER

PREP TO WORK

ON

TOP FEATURES

BENEFITS

• SEARCH

• LOOK & FEEL

• NAVIGATION

• INTERACTION HUB

9.0 OUT OF PAYROLL SUPPORT - JUNE 2015

TECHNICAL UPGRADE FUNCTIONAL UPGRADE

2013-2015 2015

GOVERNANCE INTERNAL

AUDIT

RESOURCE MODEL AND PROGRAMME CONTROLS

PEOPLESOFT: UPGRADE METHODOLOGY

Used Oracle recommended methodology

Upgrade manual for each module

Includes:

– Cumulative feature overview

– Compare reports

– Move to production (MTP)

PEOPLESOFT UPGRADE: JOURNEY SO FAR…

Initial Pass

Cumulative Feature

Overview Tool

Project Methodology

Compare Reports

System & Integration Inventory

PEOPLESOFT UPGRADE – BUSINESS ACCEPTANCE TESTING

Full-time Senior Business Manager for duration of programme

Responsibilities include Business Testing and Business Readiness

Core team of 8 Business Testers from BAT to STORM

Created Test and Readiness strategies

Designed over 900 test cases

Flexed to 150 users for online Performance Test

Business Readiness

– Update user manuals/SOPs

– Only training where significant functional changes

– IT “Talking Shows”

CUTOVER PROCESS

Planning

Pre-work

Actual

Post

Huge work

Testing

Dedicated resources

Post-cutover – Storm Support

Roles & responsibilities

Risk management

PEOPLESOFT UPGRADE – LIVE CUTOVER PLANNING / CONSIDERATIONS

Realistic timed plan

Resource planning

Logistical challenges

Communication plan – project team, stakeholders and

users

Escalation procedures

Rollback scenario planning

Storm Support plans

SOME TAKEAWAYS FOR YOU

Appoint Project Manager early

Trusted partners selection

Governance

Communication

Accelerated release

Resource challenges (onsite v offsite)

Change Freeze

Practice Practice Practice!

WHAT’S NEXT FOR HAYS?

Exploit the opportunity!

– Application features

– PS Delivery Model

KEY MESSAGES FROM ORACLE OPEN WORLD Case study one

The proactive organisation will gain the most

Take time to respond to the new methodology

Look at your internal processes and roles

Develop new working relationships between IT and LOB

Improves maintenance strategy

Reduces time to identify and apply fixes

Ability to extract and apply enhancements

Take advantage of new enhancements earlier

Evaluate feasibility of level-loading our upgrades

KEY MESSAGES FROM ORACLE OPEN WORLD Case study two: PUM – Impact Post Upgrade

CONTINUOUS DELIVERY MODEL

Take only the changes you want

Take changes when you want them

Maintain strategic customisations

Eliminate need for major upgrades

WHO & WHAT WILL THE CHANGING DELIVERY MECHANISM IMPACT? Users

Functional Analysts

Development capability

Maintenance strategy

Stakeholders

Technology

Oracle relationship

HAYS: RELEASE SCHEDULE DETERMINATION

Will split Maintenance & Enhancement releases

Releases structured around business users

Maintenance

Enhancements

Overall, match release timetable to Oracle’s

release strategy

9.2 Go-live

VO1

March 2015

Configuration Release

VO2

June 2015

Configuration Release

VO3

September 2015

Configuration Release

V04

December 2015

Make

Me

Current

~ Mid

2016

EVOLUTION OF HAYS INTERNAL ROLES: THE CHALLENGE

Traditional model:

Functional = requirements

Technical = build

Business = testing

New model:

Tools – configurable

Functional team – delivery not a

technical project

Establishment of SME teams

Drive Business Education &

Process Optimisation

19

EVOLUTION OF HAYS INTERNAL ROLES: THE

MODEL

Professional Qualifications Experience

Senior

Relationship Manager

• Commercial Judgement

• Management skills

Architect/

Manager

• Commercial Awareness

• Leadership Skills

• Business Value Judgement

• Architectural Awareness

Business Function Owner

• Business focussed

• Technical skill

• Business Process Engineering

• Change Management

Senior Business Function Team Member

• Requirements Gathering

• Functional & Technical Design

• Testing

• Development

Business Function Team Member Degree or equivalent

in IT related discipline

Levels

7

6

5

4

APMG Change

Management Qualification

CSM Agile Scrum

Qualification

Six Sigma

Prince2 Practitioner

WHERE TO GO FOR ADDITIONAL INFORMATION

Oracle’s PeopleSoft Information Portal

www.peoplesoftinfo.com

Whitepaper: Adapting to PeopleSoft Continuous Delivery –

published in September 2014

https://docs.oracle.com/cd/E57469_01/adapting_to_peoplesoft

_continous_delivery.pdf

YouTube: PeopleSoft 9.2 Delivery Model -

https://www.youtube.com/watch?v=SKzPcPz7qn4