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


IntroductionOptimum’s Unique Qualifications


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


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!


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.


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


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.


Key v8.9 FunctionalEnhancements


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


Major Impacts of v8.9


» 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


Logitech Case Study


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


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


» Addresses limitation in the current Department Tree Security

Person Model

Better positioned for Fusion


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


Logitech v8.9 Upgrade Details


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


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


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


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


Large Communications andMedia Company Case Study


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



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




» V8.3 SP1

» Core HR including tracking international employees; no multiple jobs ornon-employee functionality

» Base Benefits


» Employee Self-Service

» Custom Workflow Notifications Solution

» 9 custom interfaces

» 30 custom Reports

» Significant customizations in Employee Self-Service


» Oracle

» PeopleTools 8.45» LDAP Authentication


v8.9 Upgrade Details


Upgrade Strategy

Key Components

» Standard Upgrade Method



» 4 upgrade cycles

» Leverage configurable options

» Focus on functional and technical knowledge transfer


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



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


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



» Experienced Functional Team






Morrison and FoersterCase Study


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



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


» Addresses limitation in the current Department Tree Security

Person Model

Better positioned for Fusion




» V8.8 SP1

» Core HR including tracking international employees; no multiple jobs ornon-employee functionality

» Base Benefits, Benefits Administration, COBRA


» Employee and Manager Self-Service

» Custom Workflow Notifications Solution

» 17 custom interfaces

» 77 custom Reports

» Significant customizations in Manager Self-Service and Benefits


» MS SQL Server

» PeopleTools 8.45

» LDAP Authentication


Morrison and Foersterv8.9 Upgrade Details


Upgrade Strategy

Key Components

» Reimplementation Method



• 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


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



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



» Steering Committee commitment and support

» Team’s familiarity with pre-upgrade environment






Questions & Answers


“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

[email protected]

Sally Hood

Director, Business Development

415.692.4984

[email protected]

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