PeopleSoft HCM v8.9
Upgrade Case Studies
PRESENTED BY:
Kevin Sexton
Principal Consultant, HCM Practice
Joe Davila
Director, Field Operations
JANUARY 2007
Agenda
OBJECTIVES
Review major v8.9 functional
changes and discuss significant
impact areas
Discuss detailed case studies
Outline keys to a successful
upgrade project
Review questions
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© 2007 Optimum Solutions Group, LLC
» Optimum Solutions Overview
» Key v8.9 Functional Enhancements
» Major Impacts of v8.9
» Logitech Case Study
» Large Media Company Case Study
» Morrison and Foerster Case Study
» Keys to a Successful v8.9 Upgrade
» Q&A Session
Introduction
Optimum’s Unique Qualifications
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© 2007 Optimum Solutions Group, LLC
Corporate Snapshot
SERVICE OFFERINGS
Business Process / Knowledge
Transfer Approach
Centers of Excellence: Oracle,
PeopleSoft, JDE, Siebel
Optimum Solutions is a full-service consulting
firm, specializing in enterprise system
implementation and integration solutions.
CRM, HCM, Financials, SCM,
EPM, Portal, Business
Intelligence
Industry leading Optimum
MethodSM Toolkit and
ExcelerateSM Methodology
LifelineSM Production Support
San Francisco
Corporate
Headquarters
Denver
Chicago
Central Region
Headquarters
Washington D.C.
Los Angeles
Dallas
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© 2007 Optimum Solutions Group, LLC
Atlanta
Eastern Region
Headquarters
Selected Clients by Industry
CONSUMER PRODUCTS:
FINANCIAL SERVICES:
PROFESSIONAL SERVICES:
SOFTWARE:
Dolby
Ricoh
Weyerhaeuser
Charles Schwab
Chicago Board Options
Exchange
Fireman’s Fund
Guarantee Trust
PayPal
TD Ameritrade
Wells Fargo
Ajilon
Expedia
Morrison & Foerster
Paul Hastings
Pomeroy
Ariba
Business Objects
Electronic Arts
EMC | Documentum
FileNet
Informatica
Interwoven
Intuit
COMMUNICATIONS &
MEDIA:
AT&T Wireless
Hawaiian Telcom
McClatchy Company
PacWest Telecomm
8X8
ENERGY:
Calpine
Omaha Public Power
Kerr-McGee
HEALTH & LIFE SCIENCES:
Affymetrix
Alcon Labs
Bio-Rad
ChartOne
Genentech
St. Joseph Health
Systems
Theravance
PUBLIC SECTOR &
HIGHER EDUCATION:
Corinthian Colleges
Foxwoods
Ramsey County
Salt River Pima Maricopa
Indian Community
RETAIL:
Kohl’s
Pamida
Raley’s
Ross Stores
ShopKo
The Sak
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© 2007 Optimum Solutions Group, LLC
TECHNOLOGY:
ADP
Fujitsu
Hitachi
Logitech
NEC
Rockwell Scientific
Yahoo!
Enterprise Solutions Center
OUR SOLUTIONS CENTER
Optimum’s Enterprise Solutions
Center has six practices, each
consisting of practitioners,
methods and tools focused to
deliver optimum results within
that discipline.
Each practice can provide
assistance across a full
spectrum of services, from
assisting in project definition
and return on investment
analysis through project
implementation and post
production support.
Post
Production
Support &
Upgrade
Services
Data Mining
& Report
Writing
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© 2007 Optimum Solutions Group, LLC
Project
Definition
& ROI
Calculation
Customer Relationship
Management
Training &
Knowledge
Transfer
Enterprise Service Automation
Financial & Performance
Management
Data Conversion
& Interface
Programming
Technology
Assessment
Human Capital Management
System
Configuration
& Customization
Supply Chain Management
Technology
Infrastructure
Support
6
Requirements
Definition
Process
Analysis &
Design
Technology
Rapid
Prototyping
System
Architecture
& Design
A Complete Integrated Solution
Our tools, methodologies, specialists and resources provide an INTEGRATED SOLUTION
BUSINESS PROCESS EXPERTISE
• Business Intelligence
• Customer Relationship Mgmt
• Supply Chain Mgmt
• Financial Mgmt
• Human Capital Mgmt
• Enterprise Service Automation
ERP EXPERTISE
• Top-tier ERP Solution Experience
• Strong Vendor Relationships
• Direct Product Input
• Enterprise-wide Implementations
• Cross-Functional Consultants
TECHNICAL EXPERTISE
• Planning & Architecture
• Hardware/Software Assessment
& Configurations
• Custom Development
• Database Administration
& Optimization
• Interface Development
• Data Conversion Automation
• System Performance Tuning
• Middleware / Integration
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© 2007 Optimum Solutions Group, LLC
FULL SERVICE
• Implementation &
Upgrade Assessments
• ROI Analysis
• Technical Infrastructure Planning
• Project JumpStart Capability
• Business Process Optimization
• Customized Training
EACH
OPTIMUM
PROJECT
SOLUTIONS CENTER
• Upgrade & Implementation Lab
• Support Services
• Hosting (provided in partnership
with Unisys)
• Demonstration &
Training Environments
• Testing Facilities
OPTIMUM METHODSM
• Process-based Orientation
• Stresses Knowledge Transfer
• Incorporates Industry Best Practices
• Thorough User Defined System Testing
• End User Preparation - Training & Procedures
OPTIMUM TOOLKITSM
• Process Analysis & Design Tools
• Requirements Database
• Customization Templates
• Test Script Library
• Project Administration Tools
INDUSTRY FOCUS
• Consumer Products
• Communications & Media
• Energy
• Financial Services
• Health & Life Sciences
• Professional Services
• Public Sector & Higher Education
• Retail
• Software
• Technology
Optimum | Oracle
Oracle and PeopleSoft have long recognized Optimum’s industry domain expertise and leadership
position in target markets, viewing Optimum practitioners as trusted business advisors and
industry thought leaders.
Oracle E-Business
PeopleSoft Enterprise
Siebel CRM & Analytics
Optimum has been working with
Oracle applications since the
introduction of release 9.3. We
have seen the product evolve
and mature from an initial
release of core functionality to
today’s robust ERP solution. As
a result, we know how to
maximize the benefits of Oracle
and deliver exceptional added
value to the enterprise.
We have significant experience
with the newest releases of
PeopleSoft Enterprise including
working with v8.9 since late 2004
and continuing through our
numerous implementations to
date – a claim few can make.
Our consultants have been
working with Siebel applications
since its earliest releases. As a
result, we know how to maximize
the benefits of Siebel CRM
applications and help provide
insightful customer data, leading
to more intelligent decisions.
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© 2007 Optimum Solutions Group, LLC
Key v8.9 Functional
Enhancements
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© 2007 Optimum Solutions Group, LLC
Summary
OBJECTIVES
Opportunity to reduce
a number of customizations
with enhanced functionality
and more configurable options
Major improvements in user
experience with enhanced
navigation and more intuitive
user interfaces
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© 2007 Optimum Solutions Group, LLC
Significant functional enhancements including:
» Navigation
» Core HR
» Compensation
» Benefits
» Payroll
» Time and Labor
» Absence Management
» Collaborative Applications
» Recruiting Solutions
» ePerformance
» Row Level Security
Major Impacts of v8.9
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© 2007 Optimum Solutions Group, LLC
Major Impacts of v8.9
Current Interfaces,
Reports, Queries and
Customizations
» Major Architectural
Changes due to
PERSON model (e.g.,
EMPLOYMENT record
removed, Personal
Data is broken out to
several records)
» Translate values
and message
catalog changes
» New HR_STATUS field
on JOB may impact
some custom items
» Effective Dated
Dependent/Beneficiary
may impact carrier
interfaces
» Employee Review is
Configuration
>>
Business Process
» Additional configuration
» New row-level
» Opportunity to manage
in Core HR (POI types,
Actions, etc.)
security model
entire workforce
including contingent
workers in PeopleSoft;
potential introduction of
new processes
» Search/Match
Configuration
» Additional ESS/MSS
configuration including
text configuration,
Direct Reports
Interface and Workflow
Config
» Configuration of
Coverage codes
(new setup)
» Potential
reconfiguration of
Event rules due to
ERISA enhancements
read-only, may need to
customize to make it
updateable
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Security
© 2007 Optimum Solutions Group, LLC
» Re-configuration of
permission lists and roles
due to menu structure
changes
» Opportunity to
track Checklists at
PERSON level
» Search/match
functionality
Change
Management and
Training
» Significant Navigational
changes
» Different User Interface
» Ease of adding Favorites
» Hire process is replaced
by Adding a Person and
specifying Org
relationship
» Training documentation
due to major functionality
delta
Logitech Case Study
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© 2007 Optimum Solutions Group, LLC
About Logitech
Logitech is a world leader in personal peripherals,
driving innovation in PC navigation, Internet
communications, digital music, home-entertainment
control, gaming and wireless devices.
Over 7,200 employees in 35 offices worldwide
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© 2007 Optimum Solutions Group, LLC
Business Drivers for v8.9 Upgrade
Global Payroll
» Off Cycle Payroll Processing
» Manual Payments and Corrections
» More efficient Payroll Administrator views and reports
Time and Labor
» Quicker and more efficient processing time
» Enhanced manager and employee self service
Enhanced security model
» Row Level Security
» Addresses limitation in the current Department Tree Security
Person Model
Better positioned for Fusion
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© 2007 Optimum Solutions Group, LLC
PeopleSoft Environment prior to v8.9 Upgrade
Functional Environment
» V8.3
» Core HR
» Base Benefits
» Time and Labor
» Global Payroll
» Payroll Interface
» Employee and Manager Self-Service
» 53 Custom interfaces and Reports
» 7 Custom Application Engines
» 15 Functional Customizations
» Significant customizations in HR and TL
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© 2007 Optimum Solutions Group, LLC
Technical Environment
» MS SQL Server
» PeopleTools 8.45
» LDAP Authentication
Logitech v8.9 Upgrade Details
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© 2007 Optimum Solutions Group, LLC
Upgrade Strategy
Key Components
» Reimplementation Method
• Retrofitting and configuration in pure v8.9 environment
• Utilize delivered Upgrade Scripts for data conversion
• Create custom data conversion scripts
• Create scripts for data migration
» 4 upgrade cycles including two parallel
» Tools upgrade prior to Application Upgrade
» Leverage key enhancements
• Person Model (Contingent Workers)
• Row level security enhancements
» Decommissioned five customizations
» Focus on knowledge transfer and change management
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© 2007 Optimum Solutions Group, LLC
Project Timeline
June
July
Upgrade Pass 1
August
Upgrade Pass 2
Refit
Online
Cust.
Upgrade Pass 3
October
November
Mock
Cutover
Upgrade Pass 4
Test Scripts
G
O
Train the Trainer
System Test
Self Training
Integration Cycle 1
Integration Cycle 2
APAC PR Parallel
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December
Refit Interfaces, Reports,
Process
System
Config
Test
Scenarios
September
© 2007 Optimum Solutions Group, LLC
UAT
Other PR Parallel
L
I
V
E
Support
Project Organization
Logitech
PMO
Logitech
Steering Committee
Engagement Manager
Optimum
Project & Change Management
Logitech Project Manager
Logitech Project Manager
Optimum Project Manager
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Functional Team
Technical Team
Logitech Functional Leads
Logitech Functional Analysts
Optimum Functional Consultant – HR/MSS/Benefits
Optimum Functional Consultant – Global Payroll/Payroll
Interface/Absence Management/Security
Optimum Functional Consultant – Time & Labor
Logitech DBAs
Logitech Technical Lead
Logitech Technical Developers
Optimum Technical Lead
Optimum Technical Upgrader
Optimum Technical Consultants
© 2007 Optimum Solutions Group, LLC
Implementation Success Factors
» Steering Committee commitment and support
» Team’s familiarity with pre-upgrade environment
» Structured approach to testing
» Focus on security
» Multiple upgrade cycles
» Detailed cutover plan
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© 2007 Optimum Solutions Group, LLC
Large Communications and
Media Company Case Study
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© 2007 Optimum Solutions Group, LLC
About the Company
Premier global interactive content company that
informs, entertains, and connects large audiences
with content in the personal technology, games and
entertainment, and business technology categories.
Strong presence in the US, Asia and Europe with
operations in 12 countries.
2500 employees worldwide
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© 2007 Optimum Solutions Group, LLC
Business Drivers for v8.9 Upgrade
Core Human Resources
» Take advantage of the technical architecture of the v8.9 release to ease future
deployments of HCM system to their Asian and other international locations
» Take advantage of the functionality enhancements delivered in the latest v8.9
release
» Significantly Improve usability
» Improve overall performance and response time for end users
Employee Self Service
» Minimize customizations to the delivered application
» Significantly Improve User Experience for casual user
» Improve overall performance and response time for end users
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© 2007 Optimum Solutions Group, LLC
PeopleSoft Environment prior to v8.9 Upgrade
Functional Environment
» V8.3 SP1
» Core HR including tracking international employees; no multiple jobs or
non-employee functionality
» Base Benefits
» Payroll Interface
» Employee Self-Service
» Custom Workflow Notifications Solution
» 9 custom interfaces
» 30 custom Reports
» Significant customizations in Employee Self-Service
Technical Environment
» Oracle
» PeopleTools 8.45
» LDAP Authentication
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© 2007 Optimum Solutions Group, LLC
v8.9 Upgrade Details
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© 2007 Optimum Solutions Group, LLC
Upgrade Strategy
Key Components
» Standard Upgrade Method
• Retrofitting and configuration in pure v8.9 environment
• Utilize delivered Upgrade Scripts for data conversion
» 4 upgrade cycles
» Leverage configurable options
» Focus on functional and technical knowledge transfer
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© 2007 Optimum Solutions Group, LLC
Project Timeline
March
April
May
Planning
June
Construction & Testing
Implementation & Support
Design
Upgrade Cycle A
Project Planning
Fit Gap
Analysis
Tools
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Systems
Analysis
July
Testing
Upgrade Cycle B
Finalize
Scope
Upgrade Cycle C
Security
Setup
Technical Design & Retrofitting
Test
Strategy
Detailed Test Planning & Test Scripts
Functional Design
© 2007 Optimum Solutions Group, LLC
Training
Planning
Test Move
to PROD
System Testing
Training Documentation
UAT
Testing
UAT
Training
Cutover
Plan
G
O
L
I
V
E
Project Organization
Project Sponsors
Project Management
Optimum Project Manager
Client Technical Manager
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Functional Team
Technical Team
Client Functional Lead
Client Functional Analysts
Optimum Functional Consultant – HR/ESS
Optimum Functional Consultant – Benefits, PI, Security
Client DBA
Client System Administrator
Client Technical Developer
© 2007 Optimum Solutions Group, LLC
Functional Considerations
Analysis to the Combination Code Table
» Changes to the Account Code Table
Analysis of new security model
Future dated hires
» Personal Data cannot be future dated
Opportunity to reevaluate existing solutions and customizations
» ESS pages and functionality
» Re-architected Workflow Notifications solution
Re-education of users
» Changes in Hire process
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© 2007 Optimum Solutions Group, LLC
Implementation Success Factors
» Experienced Functional Team
» Structured approach to testing
» Focus on security
» Multiple upgrade cycles
» Detailed cutover plan
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© 2007 Optimum Solutions Group, LLC
Morrison and Foerster
Case Study
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© 2007 Optimum Solutions Group, LLC
About Morrison | Foerster
A global law firm
Providing legal services in business and litigation
Over 1,000 attorneys in 19 offices worldwide
2,500 employees and partners
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© 2007 Optimum Solutions Group, LLC
Business Drivers for v8.9 Upgrade
Recruiting Solutions
» Enhanced Candidate Experience
» Improved Usability
» More flexibility integrating with 3rd party providers
» More configurable options
» Better fit for decentralized recruiting environment
Enhanced security model
» Row Level Security
» Addresses limitation in the current Department Tree Security
Person Model
Better positioned for Fusion
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© 2007 Optimum Solutions Group, LLC
PeopleSoft Environment prior to v8.9 Upgrade
Functional Environment
» V8.8 SP1
» Core HR including tracking international employees; no multiple jobs or
non-employee functionality
» Base Benefits, Benefits Administration, COBRA
» Payroll Interface
» Employee and Manager Self-Service
» Custom Workflow Notifications Solution
» 17 custom interfaces
» 77 custom Reports
» Significant customizations in Manager Self-Service and Benefits
Technical Environment
» MS SQL Server
» PeopleTools 8.45
» LDAP Authentication
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© 2007 Optimum Solutions Group, LLC
Morrison and Foerster
v8.9 Upgrade Details
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© 2007 Optimum Solutions Group, LLC
Upgrade Strategy
Key Components
» Reimplementation Method
• Retrofitting and configuration in pure v8.9 environment
• Utilize delivered Upgrade Scripts for data conversion
• Create custom data conversion scripts
• Create scripts for data migration
» 5 upgrade cycles including dress rehearsal
» Tools upgrade prior to Application Upgrade
» Leverage key enhancements
• Person Model (Contingent Workers)
• Search/Match functionality
• Row level security enhancements (Job Code)
» Leverage configurable options
» Focus on knowledge transfer and change management
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© 2007 Optimum Solutions Group, LLC
Project Timeline
February
March
April
May
June
Planning and Analysis
July
August
Construction
Tools
Upgrade
Current
Systems
Analysis
Mock
Upgrade
Technical Upgrade and Testing
Self-Service
users training/
communication
Technical Design and Retrofit
Functional Design
Test
Strategy
Training
Planning
Detailed Test Planning
System Testing
Training Documentation
UAT
Training
User Acceptance Testing
Reports Testing
2006 Open
Enrollment
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© 2007 Optimum Solutions Group, LLC
November
Testing
Finalize
Scope
Fit Gap Analysis
October
Implementation and Support
Design
Project Planning
September
G
O
L
I
V
E
PostProduction
Support
Project Organization
Morrison | Foerster
Morrison | Foerster
Steering Committee
Business Committee
Project Management
MoFo Project Manager
Optimum Project Manager
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Functional Team
Technical Team
MoFo Change Management
MoFo Functional Lead
MoFo Functional Analyst
Optimum Functional Consultant – HR/MSS
Optimum Functional Consultant – Benefits, PI, Security
MoFo DBA
MoFo Technical Developer
Optimum Technical Lead
Optimum Technical Consultant
© 2007 Optimum Solutions Group, LLC
Implementation Success Factors
» Steering Committee commitment and support
» Team’s familiarity with pre-upgrade environment
» Structured approach to testing
» Focus on security
» Multiple upgrade cycles
» Detailed cutover plan
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© 2007 Optimum Solutions Group, LLC
Questions & Answers
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© 2007 Optimum Solutions Group, LLC
Contact Information
“Quite simply, Optimum
is the best ERP implementer
in the marketplace.”
— G. Abatjoglou
CFO, ChartOne, Inc.
Kevin Sexton
Principal Consultant, Human Capital Management Practice
415.954.7100 x8027
kevin_sexton@optimumsolutions.com
Sally Hood
Director, Business Development
415.692.4984
sally_hood@optimumsolutions.com
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© 2007 Optimum Solutions Group, LLC