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PeopleSoft Upgrade

Case Study

Life Insurance

Client / Case Background

?

associated with US Armed Forces, offering a wide range of products in banking, insurance and investment services to nearly 4.5 million members for the past 77 years?By 2001, took a strategic decision to strengthen its IT outsourcing

model and to extend it to offshore sourcing. This was driven by a need to reduce costs, to ensure that IT was strongly aligned to its business and to improve service delivery. The company chose HCL as its offshore partner

A Life Insurance/Financial company primarily serving personnel

Snapshot

A PeopleSoft Case Study

HCL‘s Solution / Role

Results / Benefits

Challenges / Objectives

?Reverse engineering of Financials Processes to replace existing mainframe processes - The old mainframe system with extensive hard coded logic was used to push data in PeopleSoft Financials, so users were unable to configure it according to day to day business needs?Error reporting was not present, so inadequate exception

reporting often took valuable time in troubleshooting and timely execution of processes?Provide a new end user maintenance facility which would allow

maintenance of supporting tables and the System should be able to merge with the environment post upgrade with no extra effort. Provide technical support during the porting and implementation of the new proposed PeopleSoft system.

Based on our understanding we presented three alternative feasible solutions:

?The PeopleSoft Integrated Solution: This solution replaces the PL/1 logic with a PeopleSoft GL front End, where PeopleSoft will also handle the UI for the Business Rule tables and report generation. The client chose this model after discussions and analysis with HCL?The Informatica Integrated Solution: In this proposal the

Informatica ETL repository manages the data fed into the GL while the Business Rule tables’ maintenance as well as report generation is managed via Java?The Informatica/PeopleSoft Integrated Solution: This solution

replaces the PL/1 logic with an Informatica ETL repository. However, the UI for the Business Rule tables and report generation will be handled within PeopleSoft.

We used PeopleSoft technology (PS Financials 8.0 SP2, People Tools 8.17) to implement the solution; The Application Engine was used as the integration tool; Crystal for reporting; VSS for version control; In-house quality tools to capture quality matrices; and FTP server to transfer the data.

?Cost reductions have been achieved?PeopleSoft Technologies have replaced hard code programs?Provided externalized Business Rules using PeopleSoft Control

Tables?Better Error Capture, Data Validation and Exception Reporting?Customer satisfaction has dramatically improved?Future complex projects are now jointly planned, managed and

implemented by the client and HCL

Sector / Industry

?Banking & Financial Services (BFSI)

Service Areas?Reverse Engineering; Application Integration, Upgrade,

Implementation, Migration

Application Environment

?OS: AIX, Linux on the servers / Windows XP on the developer work stations; Tools: PeopleTools 8.2x / PeopleTools 8.4x, Oracle 9i / 10i, TOAD (onsite only); Connectivity: Remote Desktop Connectivity from terminals in Bangalore to machines client offices in San Antonio. These machines are placed in a DMZ.

Topology

?PeopleSoft Financials 7.5 to 8.0 SP2; 7.5 to EPM 8.8; PS Financials 8.4 AP, PO, GL, AM, EPM 8.8, Ascential ETL; Excel & EssBase to PS Migration; VSS Version Control

You've really put in great effort and have shown a lot of patience and perseverance. I am so excited about what you all have accomplished. This improved timeliness regarding data delivery to the LOB’s ledgers will provide users with iClienteased analysis time. What a great improvement! Thanks for all of your hard work.

CFO, Business Process Engineering

Hello there. I am from HCL Technologies. We work behind the scenes, helping our customers to shift paradigms and start revolutions. We use digital engineering to build superhuman capabilities. We make sure that the rate of progress far exceeds the price. And right now, 55,000 of us bright sparks are busy developing solutions for 500 customers in 18 countries across the world.

PeopleSoft Practice Highlights

Mature practice

?Over 35 clients?Seven years of expertise and rich experience in handling large delivery engagements.?Significant number of consultants with more than five years of PeopleSoft experience.

Relationship with PeopleSoft/ Oracle

?Certified Advantage Partner of the Oracle Partner Network Program?Oracle’s PeopleSoft Enterprise Silver Implementation / Consulting Partner

Global delivery capability Distributed offshore delivery model

?North America, Europe and Asia-Pacific ?Noida / Chennai / Bangalore

End-to-End Services Tools / Accelerators / Methodologies

?ASM, rollouts, upgrades, ?implementations and migrations.

?Project Management Tools – PM Smart, SLMT, Pulse?Upgrade Accelerators & Database Analyser Tools?Methodologies – HiMO, HUM & ASSET, Upgrade Kit

Cross-industry experience

?Banking, Insurance, Manufacturing, Pharmaceutical, Media & Publishing, Retail, Telecom, Education, Government and Utilities.

Oracle PartnerMature & Robust Practice with 7 years of Successful Delivery Track Record