The First Strike in ebusiness Migration

Transcription

1 Employee s The First Strike in ebusiness Migration A Case Study Presented by: Robert Geib PeopleSoft Solutions Team 4460 Hacienda Drive, PO Box 8081 Pleasanton, CA bob_geib@peoplesoft.com 925/

2 Customers ebusiness is complex s are the Tip of the Iceberg Employees Partners Suppliers Financial Management estore and eservice Solutions Supplier Management Customer Contact Center Change Requests Self Service Capital Management Human Resource Management Mission-critical Business Systems & Supporting Processes Knowledge Management and Repositories Materials Management After Sales Service Product Life Cycle Management Communications & Publishing Production Management Shareholder Relations Business Intelligence Global Capabilities 100% Internet Architecture

3 The way of the web The Concept s aggregate content from all systems in the enterprise Personalized Relevant Alerts Internet content Value add in ebusiness Apps key to ROI where work gets done truly sticky delivery of selfservice Knowledge Access Access H H H My Homepage Intranet Supplier Data Extranet Documents H H H H Personalized Internet News H Intranet Data Extranet H

4 Personalization Role Based Web Publishing Search Alerts Navigation Collaboration & Mtmt Self-Service Calendar and Analytics

5 Building blocks for the Internet Solutions Product Context for Solutions Delivery Customer Employee PeopleSoft Enterprise PeopleSoft s PeopleSoft Internet Architecture PeopleTools Supplier Non-PS s Development Environment Utilizing PeopleSoft s family of portal products. Role-based products (applications) with support of an underlying portal engine. Required to leverage transactional information from ebusiness systems From many vendors Leverage open architecture for internet Leverage existing development tools.

6 Vision of Employee in Action Manager Approve Promotion Procurement Approve Expenses Sales Manage Contracts Resource Requests Customer Information Optionee Stock Option Summary Issuance Instructions Purchase Activity Executive Key Performances View Strategy View Scorecards Roles-Based Employee Retrieval Knowledge 3rd Party Suppliers Internal Info. Data Employee Info Personal Info s Payroll Benefits Stock Documents Paycheck s/forms

7 Custom Systems Financials HRMS Analytics Open Cross-Enterprise Solutions Intranet Extranet Internet CRM Unstructured Sources Partner Supplier Employee Enterprise News Personal Research Ms are agnostic M Aggregate silos of information M Must have full cross-enterprise navigation (taxonomy) M s not just information MRole-based M What-I-See-Is-What-I-Need M New paradigm (Filtering) MSplit between and Technology in portal I content of where and how work efforts are completed I Technology to integrate solution MA webtop for the enterprise

8 Using PeopleSoft s Internet Architecture PeopleSoft Internet Architecture (PIA) Evolutionary Revolutionary Services RDBMS RDBMS Instance Web Browser External System Wireless (TBD) HTTP/HTML HTTP/XML HTTP/WML Web Java Java Servlets Servlet Presentation Relay Servlet Integration Relay Servlet JOLT T U X E D O User Interface Generator App Messaging Bus Interlink Component Process scheduler Query Engine Security Manager S Q L SQL Data Tables Meta data Registry Batch Batch Processes Process Scheduler LDAP Enterprise Directory

9 Technology over the Architecture Your atabase Any HTML 4.0+ Browser Providers Legacy Systems ERP/CRM MarketPlace HTTP Corporate Intranet HTML HTTP / Workflow News Web Java Java Servlets Retrieval Servlet HTML XML Presentation Page Relay Assembly Servlet Presentation/ Integration Integration Relay Servlet Relay Comp Request URL s/ Wrapper T U X E D O Services Processes Role Based User Access Interface Generator Personalization App Processing Messaging Administration Bus Interlink Component Cache Process scheduler Other Query Other Services Search Services Engine Security Manager S Q L Registry Request Registry Reply RDBMS RDBMS Registry Instance & Data Tables URL s Meta data Attributes Registry Templates Navigation/ Taxonomy Personal Preferences Batch Batch Processes User Process Roles Scheduler LDAP Enterprise Directory

10 PeopleSoft Deploys Employee Planet PeopleSoft Case Study

11 Our Challenges Many in-house applications PeopleSoft applications at various releases and multiple databases Enterprise Reporting & Business Intelligence s from other vendors All unrelated in terms of sign on, security, user IDs Mini-portals had emerged while waiting for us to implement a corporate portal We had several portals to choose from inhouse including one being developed at PeopleSoft

12 to Leverage Human Capital Knowledge Capital... Employees expertise and know-how Intellectual capital - Patents - Methodologies - Best practices - Contracts - Reusable software - Formulae - Designs - New product ideas - External information - Your data warehouse Increases Commercial Value Speed Improve cycle time Improved quality Reduced cost Innovation Reduce waste/reuse solutions Continuously improve Build skills Better Decisions Quicker & more informed Broader perspective Based on historical results Efficiency Lessons learned over time Validate by experts and experiences Ownership & accountability Enterprise-wide foundation

13 Driving ROI by Doing More with Less Self-Service Driving the Enterprise Workforce Scorecard Workforce Insight Workforce Rewards Self-service is ENHANCED by the portal

14 Employee Beyond Self-Service Other Business Requirements Decision Support - Encompass transactions partnered with knowledge, content, decision tools - to drive better decisions and transactions Personalization and Relevance - Provide highly personalized, relevant information Role-based access; event-based activities; context-sensitive experience; Open - Support business processes beyond the enterprise through seamless interaction of all users - managers, employees, business partners Pre-Integrated and Seamless - Deliver instant and intelligent access to a community of suppliers and services Deliver pre-integrated supplier content and services

15 How We Met the Challenge My Home Page Self-service Company Policies and Info Department Sites Knowledge Taxonomy & Search Internet Goal: will become our employees Webtop

16 What Goes in My? Consider what s delivered out of the box A very quick win as we required multiple rapid ROI items from CIO for funding What external content is free (and legal) What are you willing to subscribe to? Requirements gathering sessions and/or questionnaire using a varied audience We recommend an incentive to respond Create a mockup of the interface before implementation of actual code This is a VISUAL solution!!! Comply with guidelines already in place Test with a sample group to determine pagelets and features to be implemented

17 It Must Be EZ to Understand, EZ to Use

18 Implementation Team Staffing Profile MDevelopers: I1.5 Web Engineers (JavaScript, HTML, some PeopleTools) I1.5 PeopleTools Engineers (Panels, some HTML and JavaScript) MDesigners: M2 Web producers (HTML templates, stylesheets, look and feel) M1 Graphics designer (Flash, graphics packages) MSupporting Resources: M1 Intranet team manager M1 Project Manager M2 Marketing/Internal Communications MBranding, taxonomy, company news, portal real estate, portal marketing plan, employee education, communications MInfrastructure (web architect, DBA, user support)

19 Global Live in 3 Months!!! My Planet PeopleSoft Deployment of our PeopleSoft 8 1st Step on larger program to have a total browser based enterprise Implemented prior to Upgrade of ERP/CRM Included self-service from Legacy systems Taxonomy for all departmental sites Next : Integration of PeopleSoft 8 apps

20 Our Roles and Timelines Producers Engineers Architects Information Architect(s)/Cybrarian(s) taxonomy/site architecture Web Developers PeopleTools, HTML, JavaScript, etc. System/Hardware Architects User Experience/Graphic Design Authors/Managers/Providers PeopleSoft implementation experts app specific developers (i.e., HRMS, FIN) LDAP/Security infrastructure Maintenance and administration tools 3 rd party software support (e.g., metrics, etc.) LDAP/Security infrastructure Maintenance and administration tools Our Our Implementation Timeline mid-june 2000: Began implementation August 1, 1, 2000: Alpha Test Test (300 (300 users) September 1, 1, 2000: Beta Beta Test Test (3000 users) October 2, 2, 2000: Worldwide Go-Live (8000+ users)

21 Hardware Requirements: Architecture Architecture Any HTML 4.0+ Browser Web Web Enterprise Directory Enterprise Directory LDAP LDAP T U X E D O RDBMS RDBMS S Q L Comp Comp Request Request HTTP HTTP News News News Corporate Intranet Corporate Corporate Intranet Intranet Legacy Systems Legacy Legacy Systems Systems / Workflow / / Workflow Workflow MarketPlace MarketPlace MarketPlace ERP/CRM ERP/CRM ERP/CRM Providers Providers HTML HTML HTTP HTTP HTML HTML XML XML URL s/ URL s/ Wrapper Wrapper Java Servlets Java Servlets Servlet Servlet Servlet Presentation Relay Servlet Presentation Presentation Relay Servlet Relay Servlet Integration Relay Servlet Integration Integration Relay Servlet Relay Servlet Servlet Servlet Servlet Servlet Servlet Servlet Retrieval Retrieval Retrieval Page Assembly Page Page Assembly Assembly Presentation/ Integration Relay Presentation/ Presentation/ Integration Integration Relay Relay Registry Registry Request Request Registry Registry Reply Reply RDBMS Instance RDBMS Instance Data Tables Data Tables Data Tables Meta data Meta data Meta data Registry Registry Registry Batch Processes Batch Processes Process Scheduler Process Process Scheduler Scheduler Registry Registry Registry Registry & Registry & Registry & URL s URL s URL s Templates Templates Templates Navigation/ Taxonomy Navigation/ Navigation/ Taxonomy Taxonomy Personal Preferences Personal Personal Preferences Preferences User Roles User User Roles Roles Attributes Attributes Attributes Services Services App Messaging App Messaging App Messaging Query Query Query Component Component Component Bus Interlink Bus Interlink Bus Interlink User Interface Generator User Interface User Interface Generator Generator Process scheduler Process Process scheduler scheduler Security Manager Security Security Manager Manager Engine Engine Engine T U X E D O S Q L Processes Processes Processes Personalization Processing Personalization Personalization Processing Processing Role Based Access Role Based Role Based Access Access Cache Cache Cache Administration Administration Administration Other Services Other Services Search Services Search Search Services Services Security Manager Security Security Manager Manager News News News MarketPlace MarketPlace MarketPlace ERP/CRM ERP/CRM ERP/CRM HTTP/XML HTTP/XML External System Wireless (TBD) HTTP/WML HTTP/WML

22 Our Architecture Load balancing Cisco Local Director Web 1 BEA WebLogic w/ms IIS Web Web 2 BEA WebLogic w/ms IIS PS 1 PS 2 SQL* Data- base All servers are 4 ways running NT w/2gb Memory

23 PeopleSoft 8 Security Security Considerations One userid with multiple roles - GOAL!!! Key was s ability to auto-define roles for employee - management savings Get role attributes from a number of sources: Other applications (role synchronization) Dynamic role rules (PeopleCode, SQR, LDAP grouping) Single Sign On is possible for many applications Easiest for PeopleSoft 8 - enabled by applications What to look for in your LDAP LDAP can act as a source of and calendar integration information. LDAP should contain all users of portal (employees, consultants) Used PeopleSoft s Directory Interface product Synchronization LDAP and HR (system of record)

24 Implementing the : Other Considerations Search Engine Taxonomy How content is categorized for easy retrieval Whole new discipline! Choose taxonomy method (automated or manual) Usually both... Test with a variety of users Revisit often Usability testing!!!

25 Other Considerations Performance and load testing: Test performance of external interfaces (e.g., LDAP, sites you re pageletizing ) Ensure your load balancing/failover is working Implementation Consider a phased implementation Rapid and multiple quick wins!!! Education Show me how demos Internal communications on value and usage of portal Spend more time selling than training! Change management (e.g., paycheck print)

26 Ongoing Support Monitoring issues through internal help desk Develop show me how based upon common issues encountered Gathering input on wish list items Working with other IS teams to provide pagelets Manager and Employee dashboards You MUST have compelling business content Single Sign On to legacy applications Trade-off: now versus when web enabled Developing offline content for our remote users road warriors

27 Lessons Learned PeopleSoft 8 technology was key Both evolutionary and revolutionary Some architectural shifting Be sure your content providers understand that content must be updated frequently to maintain interest Provide offline content - road warriors Provide a wide variety of content (international, various sources, images) Implementing a portal is very different from implementing an ERP application

28 Expectations What a Delivers An Employee will not solve all the issues, however it does break down many barriers to employee productivity. Creates an integrated web-top environment from isolated programs and information silos Provides automated identification and distribution of content relevant to the user Provides a personalized interface for each user based on their role in the organization Uses the same infrastructure used for customers, suppliers, employees, and third-party partners Serves as the point of delivery for common information, self-service functions, and services that cross the enterprise Integrates advanced collaboration capabilities Creates and exposes the real information in an organization so that it can be found and used by the employee

29 Lessons Learned Implementing the portal first sets the stage for other applications Toolset is very flexible and powerful, but as easy to use as ever Role-based engine was KEY to lowering maintenance and management costs Problem is scope -- EVERYONE is now a user, and EVERYONE changes roles Migrate existing sites to new model as they are updated Eat an Elephant -- one bite at a time

30 Why We Like the Don t need to implement ERP apps first Enables self-service!!! This was the ROI our execs wanted Can easily apply, from one place only, a new look for all intranet sites integration is quick and easy is role-based and roles can be derived from their logical sources Single Sign On and other features are infinitely extensible Delivering applications through through the the portal portal automates application development, standardizes look look and and feel, feel, and and reduces reduces maintenance and and time time to to market. market.

31 Demonstration : Examples