soar / peoplesoft

29
SOAR / PeopleSoft Anne-Solène Redon Consulting Senior Practice Manager Bertrand Godillot Senior Director Sales Consulting Gérard Parc ERP Sales Development Leader

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SOAR / PeopleSoft

Anne-Solène Redon

Consulting Senior Practice Manager

Bertrand GodillotSenior Director

Sales Consulting

Gérard ParcERP Sales

DevelopmentLeader

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

O n e O ra c l e Va l u e P ro p o s i t i o n

RapidUpgrade Tools

Evaluator, Config. Analyzer, Auto Config. & Data

Migration

AcceleratedUpgrade

Teams

Business and IT experience from all

projects

2 . P u s h l i m i t s o f• A u t o m a t i o n• Re - u s e• S i m p l i f i c a t i o n

1 . E n s u re y o u r l a s t U p g ra d e t o C l o u d

3 . Re l e a s e a l l B e n e f i t s o f t h eC l o u d

Streamlined,efficient project

approach

Ava i l a b l e fo r E B S / P S F T / H Y P

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

O u r U n i q u e O f fe r i n g

Sell what we Deliver.Deliver what we Sell.

Like for Standard

Powered by IP

Cheaper & Faster

Innovation

Pay onGo Live

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

O u r S o a r A u t o m a t i o n To o l s

CustomAdd-ons

Integrations, extensions, reports,

localizations, security, approval rules.

Evaluator

Automated extraction of On-Premises custom

components to enable analysis of approach for

handling in the Cloud

Automated tools

Configuration Analyzer

Automated extraction of On-Premises configuration

and translation to Cloud configuration

AutoConfigurator

Automated load of configuration into Oracle

Cloud pod

Auto DataMigration

Automated extraction of On-Premises data,

transform and load into Oracle Cloud

O u r a u t o m a t i o n t o o l s a r e a g r e a t e x a m p l e o f h o w w e d e l i v e r I P t o b e n e f i t o u r I n s t a l l e d B a s e c u s t o m e r s . T h r o u g h a u t o m a t i o n w e a c c e l e r a t e t h e j o u r n e y t o C l o u d , m a x i m i s e t h e i n v e s t m e n t o u r c u s t o m e r s h a v e a l r e a d y m a d e i n t h e i r e x i s t i n g E R P a n d d e l i v e r a s m o o t h t r a n s i t i o n t o t h e C l o u d .

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

S u m m a r y o f a l l Va l u e E l e m e nt s

IP : Libraries

Reports

Integrations

Customizations

Core Upgrade

Evaluator tool

Configuration Analyzer

Auto Configurator

Data migration

Value Add Modern Features

Like for Standard/Simplification

Fixed Price, Pay on Go live

IP : Value Add Innovative Services

Digital Assistant

Voice interface

Pre-Built Analytics

SaaS

TCM

Continuously Evolving

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

• Oracle Digital Assistant skill

• Accelerates user adoption

• Increases productivity

• Answers questions quickly,

accurately and automatically

• Delivered to live by Oracle

Consulting

Confidential – Oracle InternalCopyright © 2018, Oracle and/or its affiliates. All rights reserved. |

EasyAdopt

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

3/27/20209

PSFT SOAR Overview

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Oracle PeopleSoft Impact Analysis Tool–Execution

ORACLE PeopleSoft

Database (Metadata) (Demo)

PIAT Evaluator

Outcome:• Details of custom objects (New objects)• Details of customized objects (Modified Objects)• Extent of customization w.r.t. standard vanilla

system• Module wise listing of core objects impacted in

each module.• Module wise listing of custom and customized

objects

Database (Metadata) (Production)

DMS Export Scripts

.Dat files from Customer’s Database

DMS Import Scripts

Processing Engine to generate reports

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11

PSFT ERP Configuration Migration Framework

Extract PSFT Setup

Generate Fusion ConfigWorkBook

Fusion ConfigWorkBook

Generator.

Oracle Team Verification

Update Fusion ConfigWorkBook

with Fusion Specific details.

Customer Verification

Update Fusion ConfigWorkBook

based on Customer

Discussion.

Upload Setup to Cloud

Update Fusion ConfigWorkBook

Update Fusion ConfigWorkBook

PSFT Config Extractor

PeopleSoft

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

12

PSFT ERP Data Migration Framework

Extract PSFT Data

Generate in Fusion FBDI Format

Fusion FBDIOracle Team Verification

Update Fusion FBDI with Fusion Specific details

Customer Verification

Update Fusion FBDI based on

Customer Discussion.

Upload Data to Cloud via Migration

Framework

Update Fusion FBDI

PSFT Data Extractor

PeopleSoft

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

13

Case Study: Application of PIAT for SOAR Transformation

• Recently, we applied PIAT tool to conduct transformation/upgrade impact analysis for an Indian training institute (which provides coaching for various national level competitive exams) . The institute is using PeopleSoft FSCM 9.2 to support their Financial processes.

• Objective is to standardize its business processes, minimize customizations and migrate its PeopleSoft FSCM framework to Fusion Financials.

• The outcomes of analysis are presented in the next few slides.

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Module wise Summary for total 308 Modified Objects

Evaluator Analysis

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Evaluator Analysis

Modules Objects Modified

Core HR 171

Global Payroll 38

Absence Management 8

Base Benefits 7

Time and Labor 4

People Tools and Enterprise Components 18

Profile Management and Salary Planning 5

Non Identifiable 57

A total of 308 modified Objects will have an impact on the system.Module wise Breakdown Summary of customized Objects:

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Object Type wise Summary of Modified Objects

Evaluator Analysis

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Evaluator Analysis

A total of 308 modified Objects will have an impact on the system.

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Evaluator Analysis

Confidential – Oracle Internal/Restricted/Highly Restricted

MODULE CUSTOMIZATION DETAILSABSENCE

MANAGEMENT

• Absence event and balance component lockdown customization

GP • PAYROLL Component Lockdown Customization• Customization in CP cobol Process• Custom GP reports using SQR (approximately 50)

CORE HR • Page - TT_AREA_TEACHING made visible /invisible based on row security permission list on

Job Data, JOB_DATA_CONCUR• Transaction lockdown on Job data , JOB_DATA_CURRENT, JOB_DATA_EMP_SRCH,

NID_LOOKUP, TT_NAME_SEARCH

and JOB_DATA_CWR_SRCH components• Custom code and component JOB_DATA_EMP_TTRES to populate data

• Job Data Update - AE to fix invalid action reason RET for action = RWP that are copied from

88 to 92• Position Data Upload AE• App Package -Plugin to modify the application server/Process Scheduler configurations:

PTEM_CONFIG

• 50+ new components which serve as run control component for different processes

• Corporate Card Full Sync• Custom User Profile Component

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Evaluator Analysis

Confidential – Oracle Internal/Restricted/Highly Restricted

Custom/ Customized Integrations

• Integration with Taleo to enter new hire details.

• Custom webservice - Pre-Employment Request Expense : Provides

pre-employment request expense information.

• Customs webservice for preemployment status sync.

• Webservice - Supplier that Provides job board postings.

• ACCOUNT Chartfield Sync

• Budget Jobcode Sync

• Budget Position Sync

• Full Set of Employees for TCD

• Corporate Card Full Sync

• Project Full Sync

• Workforce Sync

• Time Device Sync - Full Set of Employees for TCD

• Vendor Sync

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Evaluator Analysis

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Evaluator Analysis

Confidential – Oracle Internal/Restricted/Highly Restricted

1. The System at TSTT is moderately customized (between 10-15%)

2. It will fall under Standard+ Scope

3. We have also noticed there are some extra modules being used (e.g. bolt on e-performance) where a complete bolt on functionality for eperformance has been built.

4. There are Custom Built Reports showing up in the Compare Report (primarily associated to GP module). We need sample outputs of those Reports to understand if similar reports are available in Fusion or need to be Custom built.

5. There are Custom Application Engines and WinWord processes showing up in Compare Report. We need to discuss with TSTT Team.

6. A lot of integrations are being used which would need to be understood and assessed for implementation in Fusion.

7. Additional analysis will be done after the discovery session

Copyright © 2019, Oracle and/or its affiliates. All rights reserved.

22

COMPANY and PROJECT OVERVIEW Telecommunications Services of Trinidad and Tobago Limited (TSTT) isthe country's largest provider of communications solutions to theresidential and commercial markets. TSTT is the industry leaderdeploying both wireless and fiber optic networks to deliver voice, dataand multimedia capabilities making it also one of the most advancedsolutions provider in the country.Started Finance and Supply Chain Transformation Journey byconsolidating all Finance and Supply chain data in a Single Platformdeployed on Oracle Cloud

CHALLENGES and OPPORTUNITIES • TSTT was running the PeopleSoft Financials and Supply Chain for

their Financials and Procurement business process.• TSTT PeopleSoft Financials and Supply Chain was on rel 9.0 and the

tools version 8.49 for which Oracle had already ended the support.• TSTT past upgrade exercise to PeopleSoft rel 9.2 went on hold due

to cost overrun.• ERP Cloud became the obvious choice as their lowest total cost of

ownership was offered by Cloud.

SOLUTIONS• Oracle Financials Cloud - General Ledger, Receivables,

Payables, Fixed Assets, Cash Management and Financial Reporting

• Oracle Project Portfolio Management cloud - Project Management, Project Costing

• Oracle Procurement Cloud - Purchasing, Self Service Procurement, Supplier Portal

• Oracle Supply Chain Cloud - Inventory, Product Hub

KEY ACHIVEMENTS and LEARNINGS • Staged migration to Cloud solutions reducing the risk

of Implementation • No Adverse changes in existing Business processes as

result of Cloud migration • Provided Advisory services for the Financial

Reconciliations. • Dedicate adequate, knowledgeable resources to

maintain progress on the migration task

Future Ready Journey Program Lead

Bertrand Godillot

Comment construire ensemble votre plan de migration vers le SaaS?

Oracle Future Ready Journey

24

En Trois Etapes…

Une Approche Collaborative!

Experience Your Business’

Future!

Experience WorkshopTour the Solution, Hands-On!Step back and reflect on MBPs

Copyright © 2020, Oracle and/or its affiliates | Confidential

Copyright © 2020, Oracle and/or its affiliates | Confidential25

70+ Experience Workshops en EMEA et JAPAC

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Le Retour Client…

27

En Trois Etapes…

Une Approche Collaborative!

Be Clear on where you are

today…

Understand your starting pointFormalize where you are headingAgree on what needs to happen

Experience Your Business’

Future!

Experience Day WorkshopTour the Solution, Hands-On!Step back and reflect on MBPs

Be Clear on how & when you will

get there…

Plan your upgradeUnderstand how and whenPrepare for Business Approval

Copyright © 2020, Oracle and/or its affiliates | Confidential

Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted28

Organisé sous forme de video-conference

• A destination des représentants des Métiers comme de l’IT

• 2h30 de contenu particulièrement inter-actif

- Demonstration Live de Fonctionnalités Clés

- Challenge Interactif

- Business Process Mapping

- Demonstration des outils de migration

- Décryptage des Mythes et Légendes du SaaS

Digital Experience Workshop Agenda

Warm-Up Tour the Cloud Experience mapping Tour the Cloud Less is more Your tomorrow, Today Take a Tour Myth Buster

Avec la version digitale de ce workshop, vous avez la possibilité de commencer maintenant à évaluer la pertinence d’une migration dans le

Cloud pour votre organisation!

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[email protected]

Bertrand Godillot

Merci!