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 ConsiderationsApplication Support Retirement < 8.4

Upgrade ConsiderationsApplication Support Retirement > 8.4

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

AQ&