PeopleSoft HCM v8.9 Upgrade Case Studies

Transcription

1 PeopleSoft HCM v8.9 Upgrade Case Studies PRESENTED BY: Kevin Sexton Principal Consultant, HCM Practice Joe Davila Director, Field Operations JANUARY 2007

2 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» 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 2 >> 2007 Optimum Solutions Group, LLC

3 3 >> 2007 Optimum Solutions Group, LLC Introduction Optimum s Unique Qualifications

4 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 Method SM Toolkit and Excelerate SM Methodology Lifeline SM Production Support San Francisco Corporate Headquarters Denver Chicago Central Region Headquarters Washington D.C. Los Angeles Dallas Atlanta Eastern Region Headquarters 4 >> 2007 Optimum Solutions Group, LLC

5 Selected Clients by Industry CONSUMER PRODUCTS: FINANCIAL SERVICES: PROFESSIONAL SERVICES: SOFTWARE: Dolby Charles Schwab Ajilon Ariba Ricoh Weyerhaeuser COMMUNICATIONS & MEDIA: AT&T Wireless Hawaiian Telcom McClatchy Company Chicago Board Options Exchange Fireman s Fund Guarantee Trust PayPal TD Ameritrade Wells Fargo Expedia Morrison & Foerster Paul Hastings Pomeroy PUBLIC SECTOR & HIGHER EDUCATION: Corinthian Colleges Business Objects Electronic Arts EMC Documentum FileNet Informatica Interwoven Intuit 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 Foxwoods Ramsey County Salt River Pima Maricopa Indian Community RETAIL: Kohl s Pamida Raley s TECHNOLOGY: ADP Fujitsu Hitachi Logitech NEC Rockwell Scientific Yahoo! Ross Stores ShopKo The Sak 5 >> 2007 Optimum Solutions Group, LLC

6 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. Data Mining & Report Writing Data Conversion & Interface Programming System Configuration & Customization Post Production Support & Upgrade Services Requirements Definition Customer Relationship Management Enterprise Service Automation Financial & Performance Management Human Capital Management Supply Chain Management Technology Project Definition & ROI Calculation Training & Knowledge Transfer Technology Assessment Process Analysis & Design Technology Infrastructure Support Rapid Prototyping System Architecture & Design 6 >> 2007 Optimum Solutions Group, LLC

7 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 FULL SERVICE Implementation & Upgrade Assessments ROI Analysis Technical Infrastructure Planning Project JumpStart Capability Business Process Optimization Customized Training EACH OPTIMUM PROJECT OPTIMUM METHOD SM Process-based Orientation Stresses Knowledge Transfer Incorporates Industry Best Practices Thorough User Defined System Testing End User Preparation - Training & Procedures OPTIMUM TOOLKIT SM 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 INDUSTRY FOCUS Consumer Products Communications & Media Energy Financial Services Health & Life Sciences Professional Services Public Sector & Higher Education Retail Software Technology 7 >> 2007 Optimum Solutions Group, LLC

8 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 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. PeopleSoft 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. Siebel CRM & Analytics 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. 8 >> 2007 Optimum Solutions Group, LLC

9 9 >> 2007 Optimum Solutions Group, LLC Key v8.9 Functional Enhancements

10 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 Significant functional enhancements including:» Navigation» Core HR» Compensation» Benefits» Payroll» Time and Labor» Absence Management» Collaborative Applications» Recruiting Solutions» eperformance» Row Level Security 10 >> 2007 Optimum Solutions Group, LLC

11 11 >> 2007 Optimum Solutions Group, LLC Major Impacts of v8.9

12 Major Impacts of v8.9 Current Interfaces, Reports, Queries and Customizations Configuration Security Business Process Change Management and Training» 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 read-only, may need to customize to make it updateable» Additional configuration in Core HR (POI types, Actions, etc.)» 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» New row-level security model» Re-configuration of permission lists and roles due to menu structure changes» Opportunity to manage entire workforce including contingent workers in PeopleSoft; potential introduction of new processes» Opportunity to track Checklists at PERSON level» Search/match functionality» 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 12 >> 2007 Optimum Solutions Group, LLC

13 13 >> 2007 Optimum Solutions Group, LLC Logitech Case Study

14 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 14 >> 2007 Optimum Solutions Group, LLC

15 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 15 >> 2007 Optimum Solutions Group, LLC

16 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 16 >> 2007 Optimum Solutions Group, LLC

17 Logitech v8.9 Upgrade Details 17 >> 2007 Optimum Solutions Group, LLC

18 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 18 >> 2007 Optimum Solutions Group, LLC

19 Project Timeline June July August September October November December Upgrade Pass 1 Upgrade Pass 2 Upgrade Pass 3 Upgrade Pass 4 Mock Cutover Test Scenarios Refit Online Cust. System Config Refit Interfaces, Reports, Process Train the Trainer Self Training L I Test Scripts System Test Integration Cycle 1 Integration Cycle 2 UAT V E Support G O APAC PR Parallel Other PR Parallel 19 >> 2007 Optimum Solutions Group, LLC

20 Project Organization Logitech Steering Committee PMO Logitech Engagement Manager Optimum Project & Change Management Logitech Project Manager Logitech Project Manager Optimum Project Manager Functional 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 Technical Team Logitech DBAs Logitech Technical Lead Logitech Technical Developers Optimum Technical Lead Optimum Technical Upgrader Optimum Technical Consultants 20 >> 2007 Optimum Solutions Group, LLC

21 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 21 >> 2007 Optimum Solutions Group, LLC

22 Large Communications and Media Company Case Study 22 >> 2007 Optimum Solutions Group, LLC

23 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 employees worldwide 23 >> 2007 Optimum Solutions Group, LLC

24 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 24 >> 2007 Optimum Solutions Group, LLC

25 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 25 >> 2007 Optimum Solutions Group, LLC

26 26 >> 2007 Optimum Solutions Group, LLC v8.9 Upgrade Details

27 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 27 >> 2007 Optimum Solutions Group, LLC

28 Project Timeline March April May June July Planning Construction & Testing Implementation & Support Design Testing Upgrade Cycle A Upgrade Cycle B Upgrade Cycle C Test Move to PROD Cutover Plan G O Project Planning Fit Gap Analysis Finalize Scope Test Strategy Detailed Test Planning & Test Scripts Technical Design & Retrofitting System Testing Security Setup UAT Testing L I V E Tools Systems Analysis Functional Design Training Planning Training Documentation UAT Training 28 >> 2007 Optimum Solutions Group, LLC

29 Project Organization Project Sponsors Project Management Optimum Project Manager Client Technical Manager Functional Team Client Functional Lead Client Functional Analysts Optimum Functional Consultant HR/ESS Optimum Functional Consultant Benefits, PI, Security Technical Team Client DBA Client System Administrator Client Technical Developer 29 >> 2007 Optimum Solutions Group, LLC

30 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 30 >> 2007 Optimum Solutions Group, LLC

31 Implementation Success Factors» Experienced Functional Team» Structured approach to testing» Focus on security» Multiple upgrade cycles» Detailed cutover plan 31 >> 2007 Optimum Solutions Group, LLC

32 32 >> 2007 Optimum Solutions Group, LLC Morrison and Foerster Case Study

33 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 33 >> 2007 Optimum Solutions Group, LLC

34 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 34 >> 2007 Optimum Solutions Group, LLC

35 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 35 >> 2007 Optimum Solutions Group, LLC

36 36 >> 2007 Optimum Solutions Group, LLC Morrison and Foerster v8.9 Upgrade Details

37 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 37 >> 2007 Optimum Solutions Group, LLC

38 Project Timeline February March April May June July August September October November Planning and Analysis Construction Implementation and Support Design Testing Project Planning Finalize Scope Technical Upgrade and Testing Mock Upgrade G O Post- Production Support Tools Upgrade Self-Service Fit Gap Analysis Technical Design and Retrofit users training/ L communication Current Systems Analysis Test Functional Design Detailed Test Planning System Testing User Acceptance Testing Strategy I V E Training Planning Training Documentation UAT Training Reports Testing 2006 Open Enrollment 38 >> 2007 Optimum Solutions Group, LLC

39 Project Organization Morrison Foerster Steering Committee Morrison Foerster Business Committee Project Management MoFo Project Manager Optimum Project Manager Functional Team MoFo Change Management MoFo Functional Lead MoFo Functional Analyst Optimum Functional Consultant HR/MSS Optimum Functional Consultant Benefits, PI, Security Technical Team MoFo DBA MoFo Technical Developer Optimum Technical Lead Optimum Technical Consultant 39 >> 2007 Optimum Solutions Group, LLC

40 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 40 >> 2007 Optimum Solutions Group, LLC

41 41 >> 2007 Optimum Solutions Group, LLC Questions & Answers

42 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 x8027 Sally Hood Director, Business Development >> 2007 Optimum Solutions Group, LLC