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Transcript of PeopleSoft HCM v8.9 Upgrade Case Studies - … · PeopleSoft HCM v8.9 Upgrade Case Studies ......
PeopleSoft HCM v8.9Upgrade Case Studies
PRESENTED BY:
Kevin SextonPrincipal Consultant, HCM Practice
Joe DavilaDirector, Field Operations
JANUARY 2007
2 >> © 2007 Optimum Solutions Group, LLC
Agenda
» 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
OBJECTIVES
Review major v8.9 functionalchanges and discuss significantimpact areas
Discuss detailed case studies
Outline keys to a successfulupgrade project
Review questions
3 >> © 2007 Optimum Solutions Group, LLC
IntroductionOptimum’s Unique Qualifications
4 >> © 2007 Optimum Solutions Group, LLC
Corporate Snapshot
Optimum Solutions is a full-service consultingfirm, specializing in enterprise systemimplementation and integration solutions.
SERVICE OFFERINGS
Business Process / KnowledgeTransfer Approach
Centers of Excellence: Oracle,PeopleSoft, JDE, Siebel
CRM, HCM, Financials, SCM,EPM, Portal, BusinessIntelligence
Industry leading OptimumMethodSM Toolkit andExcelerateSM Methodology
LifelineSM Production Support
San FranciscoCorporateHeadquarters
Los Angeles
Denver
ChicagoCentral RegionHeadquarters Washington D.C.
AtlantaEastern RegionHeadquartersDallas
5 >> © 2007 Optimum Solutions Group, LLC
Selected Clients by Industry
PROFESSIONAL SERVICES:
Ajilon
Expedia
Morrison & Foerster
Paul Hastings
Pomeroy
PUBLIC SECTOR &HIGHER EDUCATION:
Corinthian Colleges
Foxwoods
Ramsey County
Salt River Pima MaricopaIndian Community
RETAIL:
Kohl’s
Pamida
Raley’s
Ross Stores
ShopKo
The Sak
FINANCIAL SERVICES:
Charles Schwab
Chicago Board OptionsExchange
Fireman’s Fund
Guarantee Trust
PayPal
TD Ameritrade
Wells Fargo
HEALTH & LIFE SCIENCES:
Affymetrix
Alcon Labs
Bio-Rad
ChartOne
Genentech
St. Joseph HealthSystems
Theravance
CONSUMER PRODUCTS:
Dolby
Ricoh
Weyerhaeuser
COMMUNICATIONS &MEDIA:
AT&T Wireless
Hawaiian Telcom
McClatchy Company
PacWest Telecomm
8X8
ENERGY:
Calpine
Omaha Public Power
Kerr-McGee
SOFTWARE:
Ariba
Business Objects
Electronic Arts
EMC | Documentum
FileNet
Informatica
Interwoven
Intuit
TECHNOLOGY:
ADP
Fujitsu
Hitachi
Logitech
NEC
Rockwell Scientific
Yahoo!
6 >> © 2007 Optimum Solutions Group, LLC
Enterprise Solutions Center
Customer RelationshipManagement
Enterprise Service Automation
Financial & PerformanceManagement
Human Capital Management
Supply Chain Management
Technology
Requirements
DefinitionProject
Definition
& ROI
Calculation
Training &
Knowledge
Transfer
Technology
Assessment
Process
Analysis &
Design
System
Architecture
& DesignRapid
Prototyping
Technology
Infrastructure
Support
System
Configuration
& Customization
Data Conversion
& Interface
Programming
Data Mining
& Report
Writing
Post
Production
Support &
Upgrade
Services
OUR SOLUTIONS CENTER
Optimum’s Enterprise SolutionsCenter has six practices, eachconsisting of practitioners,methods and tools focused todeliver optimum results withinthat discipline.
Each practice can provideassistance across a fullspectrum of services, fromassisting in project definitionand return on investmentanalysis through projectimplementation and postproduction support.
7 >> © 2007 Optimum Solutions Group, LLC
A Complete Integrated Solution
Our tools, methodologies, specialists and resources provide an INTEGRATED SOLUTION
INDUSTRY FOCUS• Consumer Products• Communications & Media• Energy• Financial Services• Health & Life Sciences• Professional Services• Public Sector & Higher Education• Retail• Software• Technology
ERP EXPERTISE• Top-tier ERP Solution Experience• Strong Vendor Relationships• Direct Product Input• Enterprise-wide Implementations• Cross-Functional Consultants
FULL SERVICE• Implementation &
Upgrade Assessments• ROI Analysis• Technical Infrastructure Planning• Project JumpStart Capability• Business Process Optimization• Customized Training
OPTIMUM TOOLKITSM
• Process Analysis & Design Tools• Requirements Database• Customization Templates• Test Script Library• Project Administration Tools
TECHNICAL EXPERTISE• Planning & Architecture• Hardware/Software Assessment
& Configurations• Custom Development• Database Administration
& Optimization• Interface Development• Data Conversion Automation• System Performance Tuning• Middleware / Integration
SOLUTIONS CENTER• Upgrade & Implementation Lab• Support Services• Hosting (provided in partnership
with Unisys)• Demonstration &
Training Environments• Testing Facilities
BUSINESS PROCESS EXPERTISE• Business Intelligence• Customer Relationship Mgmt• Supply Chain Mgmt• Financial Mgmt• Human Capital Mgmt• Enterprise Service Automation
OPTIMUM METHODSM
• Process-based Orientation• Stresses Knowledge Transfer• Incorporates Industry Best Practices• Thorough User Defined System Testing• End User Preparation - Training & Procedures
EACH OPTIMUM PROJECT
8 >> © 2007 Optimum Solutions Group, LLC
Optimum | Oracle
Oracle E-Business
Optimum has been working withOracle applications since theintroduction of release 9.3. Wehave seen the product evolveand mature from an initialrelease of core functionality totoday’s robust ERP solution. Asa result, we know how tomaximize the benefits of Oracleand deliver exceptional addedvalue to the enterprise.
PeopleSoft Enterprise
We have significant experiencewith the newest releases ofPeopleSoft Enterprise includingworking with v8.9 since late 2004and continuing through ournumerous implementations todate – a claim few can make.
Siebel CRM & Analytics
Our consultants have beenworking with Siebel applicationssince its earliest releases. As aresult, we know how to maximizethe benefits of Siebel CRMapplications and help provideinsightful customer data, leadingto more intelligent decisions.
Oracle and PeopleSoft have long recognized Optimum’s industry domain expertise and leadershipposition in target markets, viewing Optimum practitioners as trusted business advisors andindustry thought leaders.
9 >> © 2007 Optimum Solutions Group, LLC
Key v8.9 FunctionalEnhancements
10 >> © 2007 Optimum Solutions Group, LLC
OBJECTIVES
Opportunity to reducea number of customizationswith enhanced functionalityand more configurable options
Major improvements in userexperience with enhancednavigation and more intuitiveuser interfaces
Summary
Significant functional enhancements including:
» Navigation
» Core HR
» Compensation
» Benefits
» Payroll
» Time and Labor
» Absence Management
» Collaborative Applications
» Recruiting Solutions
» ePerformance
» Row Level Security
11 >> © 2007 Optimum Solutions Group, LLC
Major Impacts of v8.9
12 >> © 2007 Optimum Solutions Group, LLC
» Additional configurationin Core HR (POI types,Actions, etc.)
» Search/MatchConfiguration
» Additional ESS/MSSconfiguration includingtext configuration,Direct ReportsInterface and WorkflowConfig
» Configuration ofCoverage codes(new setup)
» Potentialreconfiguration ofEvent rules due toERISA enhancements
» New row-levelsecurity model
» Re-configuration ofpermission lists and rolesdue to menu structurechanges
» Significant Navigationalchanges
» Different User Interface
» Ease of adding Favorites
» Hire process is replacedby Adding a Person andspecifying Orgrelationship
» Training documentationdue to major functionalitydelta
» Major ArchitecturalChanges due toPERSON model (e.g.,EMPLOYMENT recordremoved, PersonalData is broken out toseveral records)
» Translate valuesand messagecatalog changes
» New HR_STATUS fieldon JOB may impactsome custom items
» Effective DatedDependent/Beneficiarymay impact carrierinterfaces
» Employee Review isread-only, may need tocustomize to make itupdateable
» Opportunity to manageentire workforceincluding contingentworkers in PeopleSoft;potential introduction ofnew processes
» Opportunity totrack Checklists atPERSON level
» Search/matchfunctionality
Current Interfaces,Reports, Queries andCustomizations
Configuration Security Business ProcessChangeManagement andTraining
Major Impacts of v8.9
13 >> © 2007 Optimum Solutions Group, LLC
Logitech Case Study
14 >> © 2007 Optimum Solutions Group, LLC
About Logitech
Logitech is a world leader in personal peripherals,driving innovation in PC navigation, Internetcommunications, digital music, home-entertainmentcontrol, gaming and wireless devices.
Over 7,200 employees in 35 offices worldwide
15 >> © 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
16 >> © 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
Technical Environment
» MS SQL Server
» PeopleTools 8.45
» LDAP Authentication
17 >> © 2007 Optimum Solutions Group, LLC
Logitech v8.9 Upgrade Details
18 >> © 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
19 >> © 2007 Optimum Solutions Group, LLC
Project Timeline
June July August September October November December
Upgrade Pass 1
RefitOnlineCust.
TestScenarios
GO
VE
LI
SystemConfig Train the Trainer
Mock Cutover
APAC PR Parallel Other PR Parallel
Upgrade Pass 2 Upgrade Pass 3 Upgrade Pass 4
Refit Interfaces, Reports,Process
Self Training
Test Scripts System Test Integration Cycle 1 Integration Cycle 2 UAT Support
20 >> © 2007 Optimum Solutions Group, LLC
Project Organization
PMOLogitech
Engagement ManagerOptimum
Functional TeamLogitech Functional Leads
Logitech Functional AnalystsOptimum Functional Consultant – HR/MSS/Benefits
Optimum Functional Consultant – Global Payroll/PayrollInterface/Absence Management/Security
Optimum Functional Consultant – Time & Labor
Project & Change Management
Logitech Project ManagerLogitech Project ManagerOptimum Project Manager
Logitech
Steering Committee
Technical TeamLogitech DBAs
Logitech Technical LeadLogitech Technical Developers
Optimum Technical LeadOptimum Technical Upgrader
Optimum Technical Consultants
21 >> © 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
22 >> © 2007 Optimum Solutions Group, LLC
Large Communications andMedia Company Case Study
23 >> © 2007 Optimum Solutions Group, LLC
About the Company
Premier global interactive content company thatinforms, entertains, and connects large audienceswith content in the personal technology, games andentertainment, and business technology categories.
Strong presence in the US, Asia and Europe withoperations in 12 countries.
2500 employees worldwide
24 >> © 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 futuredeployments of HCM system to their Asian and other international locations
» Take advantage of the functionality enhancements delivered in the latest v8.9release
» 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
25 >> © 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 ornon-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
26 >> © 2007 Optimum Solutions Group, LLC
v8.9 Upgrade Details
27 >> © 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
28 >> © 2007 Optimum Solutions Group, LLC
Project Timeline
March
Planning Construction & Testing Implementation & Support
Design Testing
Fit Gap Analysis Detailed Test Planning & Test Scripts System Testing
UAT Testing
TestStrategy
Tools
Training Documentation UAT Training
Training PlanningFunctional Design
Systems Analysis
April May June July
Upgrade Cycle A Upgrade Cycle B Upgrade Cycle CTest Move to PROD
Cutover Plan
Project PlanningFinalize Scope
Technical Design & RetrofittingSecurity
Setup
GO
LIVE
29 >> © 2007 Optimum Solutions Group, LLC
Project Organization
Functional Team
Client Functional LeadClient Functional Analysts
Optimum Functional Consultant – HR/ESSOptimum Functional Consultant – Benefits, PI, Security
Project Management
Optimum Project ManagerClient Technical Manager
Project Sponsors
Technical Team
Client DBAClient System AdministratorClient Technical Developer
30 >> © 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
31 >> © 2007 Optimum Solutions Group, LLC
Implementation Success Factors
» Experienced Functional Team
» Structured approach to testing
» Focus on security
» Multiple upgrade cycles
» Detailed cutover plan
32 >> © 2007 Optimum Solutions Group, LLC
Morrison and FoersterCase Study
33 >> © 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
34 >> © 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
35 >> © 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 ornon-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
36 >> © 2007 Optimum Solutions Group, LLC
Morrison and Foersterv8.9 Upgrade Details
37 >> © 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
38 >> © 2007 Optimum Solutions Group, LLC
Project Timeline
NovemberSeptemberAugustJulyJuneMarch April May
GO
VE
Planning and Analysis Construction Implementation and Support
Design Testing
2006 Open Enrollment
Training DocumentationUAT
TrainingTraining Planning
Reports Testing
Fit Gap Analysis Technical Design and Retrofit LI
Self-Service users training/communication
Project PlanningFinalize Scope
Post-Production
SupportTechnical Upgrade and Testing
Mock Upgrade
Functional Design Detailed Test Planning System Testing User Acceptance TestingTest
StrategyTools
Upgrade
Current Systems Analysis
OctoberFebruary
39 >> © 2007 Optimum Solutions Group, LLC
Project Organization
Morrison | Foerster
Business Committee
Functional TeamMoFo Change Management
MoFo Functional LeadMoFo Functional Analyst
Optimum Functional Consultant – HR/MSSOptimum Functional Consultant – Benefits, PI, Security
Project Management
MoFo Project ManagerOptimum Project Manager
Morrison | Foerster
Steering Committee
Technical TeamMoFo DBA
MoFo Technical DeveloperOptimum Technical Lead
Optimum Technical Consultant
40 >> © 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
41 >> © 2007 Optimum Solutions Group, LLC
Questions & Answers
42 >> © 2007 Optimum Solutions Group, LLC
“Quite simply, Optimumis the best ERP implementer
in the marketplace.”
— G. AbatjoglouCFO, ChartOne, Inc.
Contact Information
Kevin Sexton
Principal Consultant, Human Capital Management Practice
415.954.7100 x8027
Sally Hood
Director, Business Development
415.692.4984