NZOUG Understanding PeopleSoft Upgrades Jason Shepherd Upgrade Solutions Advisor PeopleSoft Application Solution Centre - Sydney 20 October 2008

Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach Future Upgrade Options Agenda

Upgrade Considerations Top 5 Things to Know about Upgrades 1) Time and Errors decrease with each Test Move / Testing iteration. 2) Data Conversion routines and upgrade scripts are pre- written by PeopleSoft development. 3) The majority of Upgrade technical effort and time is spent on Data Conversion & Customisations 5) PeopleSoft Upgrades can be difficult and may carry significant risk if not approached correctly 4) Technical Upgrade paths are written and executed by Application and not by module (testing excluded)

Upgrade Considerations Why Upgrade? Drive a Superior Ownership Experience through lower cost of ownership & maintenance Enhance system performance and scalability Increase user satisfaction through usability enhancements Incorporate best business practices via new functionality Corporate industry leadership Continued support & Regulatory compliance Minimising organisational friction through better integration

Upgrade Considerations Upgrade or Re-implement? Upgrade Data Conversion Routines are Delivered Implement All Data Conversion routines must be developed Risk: speed & quality Upgrade Element / ApproachUpgradeImplementAdvantage CustomisationsCreated on Initial Pass Created in SYS Same ConfigurationCreated on Initial Pass Created in SYS Same Application DataConverts in Place MigratedSee Below

Upgrade Considerations Application Support Retirement < 8.4

Upgrade Considerations Application Support Retirement > 8.4

Upgrade Considerations Current Upgrade Options Release One-Step Upgrades Current Release Upgrade Scripts Available on Customer Connection < 8.4 HCM 8.3 HCM 8.3 to 9.0 “Wrapper” New! Multi-Step Technical Upgrades

Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach Future Upgrade Options Agenda

Upgrade Project Planning Upgrade Planning Workshops Test Moves & Testing Upgrade Initial Pass The Foundation for Success Build the Solutions – Strong Skills Define Scope and Empower the Team Realise the Value Go Live! Migrate Customisations Upgrade Project Structure PeopleSoft Upgrade Process Overview Batch Upgrade Every Iteration Adds Value

Deploy Transition Production Go-Live End-user Training Construct System & User Test Test Move to Production Structure Retrofit Customisations Convert Reports & Interfaces Upgrade Initial Pass Upgrade Project Structure Upgrade Phases Project Plan Fit/Gap Analysis Customisation Analysis Plan the Solution Build the solution Realise the solution Plan Project Charter

Upgrade Project Structure Upgrade Planning Tasks Create Business Case Adopt Project Charter and Sponsorship Establish Steering Committee Identify Customisations and Analyse Planning Workshops Fit / Gap Assessment Procure New Hardware Create Training Plan Create and Prioritise Test Scripts Prepare New Environment

Upgrade Project Structure Core Upgrade Tasks Upgrade Initial Pass Test Moves to Production Apply Updates and Fixes Reapply Customisations & Interfaces Upgrade Batch Components & Reports Reconfigure Security New Release Business Configuration Maintain New Release Environments Performance Tune End User & Upgrade Team Training

Upgrade Project Structure Upgrade Testing Points Unit and Reconciliation Test System and Integration Test User Acceptance Test Parallel Test

Upgrade Project Structure Project Timeline Variables Maturity of Upgrade Path Complexity of Upgrade Path Customisation Level & Complexity Implementation of New Functionality Products / Modules Hardware / Software Availability Resource Skillset and Availability Training of Project Team On-Site Testing Cycles (Confidence Levels)

Upgrade Project Structure Key Roles and Resources Upgrade Project SponsorUpgrade Project Sponsor Upgrade Project ManagerUpgrade Project Manager Technical Upgrade ResourcesTechnical Upgrade Resources Infrastructure ResourcesInfrastructure Resources OS/RDBMS ResourcesOS/RDBMS Resources DevelopersDevelopers Functional StaffFunctional Staff Security AdministratorSecurity Administrator Updates and Fixes LeadUpdates and Fixes Lead Testing Leads and TestersTesting Leads and Testers Training LeadsTraining Leads Batch and Interface ResourcesBatch and Interface Resources

Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach Future Upgrade Options Agenda

Managing Challenges & Risks Potential Upgrade Project Barriers Project financing and benefit realisation Lack of skilled upgrade project resources Limited resource availability Corporate objectives & policies Defining and managing scope Handling issue resolution Scheduling & planning

Managing Challenges & Risks Risk #1: Scope Creep Define Project Scope during Planning Identify and Analyse all Customisations Create consistent communication points Instate solid change management Understand complexities of upgrade path

Managing Challenges & Risks Risk #2: Upgrade & Testing Cycle Breakdown Predefine Test Scripts by module and Prioritise Leverage a reliable Issue Management Process Train resources early in the new release Leverage Support Services Augment staff with Oracle Consulting upgrade expertise Minimise Customisations

Managing Challenges & Risks Risk #3: Increasing your Cost of Ownership Reduce customisations Train User base on New functionality Freeze new development Upgrade Planning Fit/Gap Analysis Remove enhancements from application

Managing Challenges & Risks Risk #4: Infrastructure Delays Do not assume current architecture will work Assess & Procure new hardware early Supplement infrastructure team during project Utilise a Lab environment for your upgrade

Managing Challenges & Risks Risk #5: Delaying Go-Live Forecast with contingency Use best practice models and mature tools Minimise Disruptions to upgrade from Production activities Ensure resource availability Leverage industry consulting experience

Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach Future Upgrade Options Agenda

Oracle provides a dedicated Global Upgrade Practice - the Application Solution Centre (ASC) - that leverage a blended team, on and offshore. “Upgrade Centre of Excellence” Oracle’s Upgrade Approach What is it? The ASC offers a reduced-cost service using accelerated packaged solutions, which yield repeatable and predictable results.

ASC Accelerated Time to ROI Reduced Customer Effort Experience Faster & more cost effective projects (versus on-site work) Minimise on-site disruptions to user base & infrastructure Tight integration with Oracle Development, Support and Education Integrated Suite of Knowledge, Tools and Methodologies to Drive Your Success Upgrade Centre of Excellence Oracle’s Upgrade Approach The Upgrade Lab

The ASC Services Menu Batch Jumpstart Hosting Services Test Move Support Testing Support Go-Live Support Functional Support Base Upgrade Package Upgrade Planning Workshop Customisation Retrofit 200+ Offshore Resources 40+ Global Onshore Resources in 6 Centres ensure Quality 10+ years experience in the PeopleSoft Upgrade space

Upgrade Considerations Upgrade Project Structure Managing Challenges and Risks Oracle’s Upgrade Approach Future Upgrade Options Agenda

Future Upgrade Options PeopleSoft 9.1 Investment Summary Develop Roadmap Candidate List Validate Candidate List Refine Candidate List & Estimates Finalize Release Plan Finalize Release Plan In Progress Design Requirements From: User Groups Customers Industry Strategy Global Strategy Support Market Factors Validation Groups PeopleSoft Customer Advisory Boards PeopleSoft Strategy Councils Coding 2008 Calendar 2009 PeopleSoft 9.1 Planned Timeline PeopleSoft Release 9.1 and PeopleTools 8.50 Target Rollout Post Updates of Integrations, Dashboards, and Web Services

Future Upgrade Options Planned Upgrade Options For PeopleSoft 9.1 Release One-Step Upgrades * Upgrade Scripts Available on Customer Connection After GA < 8.8 Next Release Multi-Step Technical Upgrades 9.1 *With Extended Support

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