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PeopleSoft Application Upgrades:

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Presentation on theme: "PeopleSoft Application Upgrades:"— Presentation transcript:

1 PeopleSoft Application Upgrades:
Duke Energy’s Story

2 About Us Kelley Willis IT Team Lead – PeopleSoft and Testing Services
Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

3 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

4 Stock dividends for 80+ years Traded on NYSE as DUK
Company Profile 150+ years of service Fortune 500 $100 billion in assets Stock dividends for 80+ years Traded on NYSE as DUK Dow Jones Sustainability Index Completed Merger with Progress Energy to form the Largest Electric Utility in U.S. Electric Service Areas in 6 states: North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

5 Company Profile (cont.)
104,000 square miles of service area 49,600 MW of regulated generating capacity 7.1 million retail electric customers 500,000 retail gas customers Generation Facilities in North, Central and South America Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

6 Carolinas Service Area and Generation Facilities
Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

7 and Generation Facilities
Midwest Service Area and Generation Facilities Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

8 and Generation Facilities
Florida Service Area and Generation Facilities Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

9 International Facilities
Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

10 IT @ Duke Energy 3000+ IT Personnel Centralized Break Down:
Functional Support Application Support Operations (Server, DBAs, Network, etc) PeopleSoft Specific: 4 PeopleSoft Technical Administrators 12+ PeopleSoft Application Support/Development Resources (on\off shore) Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

11 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

12 PeopleSoft History @ Duke Energy
1997 1998 2000 2002 2003 2007 2009 2012 HR Version 5.0 Financials HR Version 6.0 Travel and Expense Financials HR Version 7.5 Travel and Expense Financials HR Version 8.0 Supply Chain Version 8.0 Financials Version 8.9 Travel and Expense Version 8.9 Travel and Expense Financials Version 9.1 Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

13 PeopleSoft @ Duke Energy
Modules: General Ledger (Journal Entries: ~25K (headers), ~4M(lines) /month) Accounts Payable (Vendors: ~1600) Accounts Receivable (Bills: ~1200/month) Project Costing (Projects: 800+) Travel and Expense (Reports: ~7000/month) PeopleTools 8.52 Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

14 PeopleSoft @ Duke Energy
Database Platform: Oracle 11g R1 on AIX Web, Application, Process Scheduler (nVision/ Crystals) Windows 2008 Servers Virtualized, VMWare Process Scheduler for Batch (SQR, COBOL, AE) AIX 6.1 Cybermation ESP Scheduling Agent Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

15 PeopleSoft @ Duke Energy
PeopleSoft Paths(1 Production Support and 2 Project) Comprised of 14 Instances: 3 Demo 3 Dev 3 Test 1 QA 1 Performance Test 1 Training 1 Production Support 1 Production Environment Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

16 PeopleSoft @ Duke Energy
Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

17 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

18 Stopped loading tools upgrades
Past Mistakes Stopped loading tools upgrades Implementation failures Insufficient testing Lack of application maintenance No strategy Broke/fix situation Excessive customization Thousands due to no oversight/governance Painful, expensive bundles and upgrades Little interest from non-IT partners Maintenance = burden Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

19 Lengthy financial close Lack of automation Conflicting reports
Seeds of Change Lack of vision SOX deficiencies Lengthy financial close Lack of automation Conflicting reports No scalability Excessive overtime, rework, etc Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

20 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

21 Defined strategies and processes Automation Centralized governance
The End Goals Supportable systems Scalable systems Business/IT synergy Defined strategies and processes Automation Centralized governance Commitment to best practices and standards Common platforms Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

22 How We Reached Our Goals
Financial Re-Engineering Project (FRE) PeopleSoft Upgrade (8.0 to 8.9) Database platform change (DB2 to Oracle) New Financial HUB (scalable reporting platform) Defined methodology across all projects. Adopted best practices FRE evolved into the Finance Program Office (FPO) Financial systems roadmap Commitment year after year Roadmap item’s include: Upgrades/Patching and incorporation of IT operations changes Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

23 Finance IT Architecture
Financial data validation and integration is controlled through the FIHUB The FIHUB is the single source for management and regulatory reporting Future systems replacements will be simplified as all point-to-point interfaces have been eliminated

24 Across all efforts regardless of size
Project Focus Across all efforts regardless of size Functional and technical leadership Internal/dedicated and “experienced” team lead resources Production Support involvement Leverage off-shore resources, when needed Focus on change management from outset Phase gate approach Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

25 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

26 Maintenance packs annually
PeopleSoft Strategy Maintenance packs annually Bundles and Individual updates will be applied on an as needed basis only. All activities defined and detailed on work plans PeopleTools applied on an annual basis Two flavors Major upgrade (i.e to 8.52) A patch or “dot” release (i.e to ) Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

27 PeopleSoft Strategy (cont.)
PeopleTools Critical Patch Updates (CPU’s) Quarterly basis, as delivered. These will be treated the same as other Security Patches applied to Duke’s infrastructure The CPU will be applied to Test for a period of one month After one month the patch will be applied to Production No set test phase will be executed for these small patches Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

28 PeopleSoft efforts at Duke are divided into phases:
How We Do It PeopleSoft efforts at Duke are divided into phases: Plan & Analyze Design Build System Testing Deploy Dedicated project paths Production changes retrofitted Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

29 Tools We Utilize Change Impact Analyzer PeopleSoft Test Framework
Analysis\Design Change Assistant Testing Center of Excellence Build\Deploy PHIRE Build\Test\Deploy Quality Center Test Performance Testing Tools (HP Performance Center) Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

30 PeopleSoft Test Framework - Overview
Automated testing framework delivered with PT 8.50 and later at no additional cost Significant step in Oracle’s push to reduce upgrade project costs Test scripts are tools objects which are migrated between environments Fully functional testing suite including: Test script repository Record and playback for scripting Script execution tracking Script change-impact analysis tool Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

31 PeopleSoft Test Framework – Overview (cont.)
Suggested uses for PeopleSoft Test Framework: Impact analysis for tools and application upgrades Storing core set of scripts Unit and String testing Pass 1 environment shakeout testing Regression testing Execution of scripts with defined input and results Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

32 PeopleSoft Test Framework – Benefits
Significantly reduces change impact analysis time by identifying impacted scripts Automated testing to increase efficiency and accuracy Reduces testing time and resources Visibility of usage of online functions (usage monitor) Test scripts can be easily migrated between environments Ensures coverage of functionality Enables consistent testing across environments No additional software cost Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

33 PeopleSoft Test Framework – Challenges
Shift in thinking for unit and regression testing Forces structure for test data rather than on-the-fly testing Requires recording of all core test scripts (complete) Test executions are tracked in PeopleSoft...not Quality Center If using QC and PTF together, scripts would have to be maintained in both places. Script execution could be done in PTF with link to results pasted to QC.  Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

34 How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions?
Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon at Duke Questions? Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

35 PeopleTools upgrade from 8.52 to 8.53 Timeline:
Current Example PeopleTools upgrade from 8.52 to 8.53 Timeline: March 2013 April\May June\July August 2013 Analysis & Design Build System Test & Performance Test Training Deploy

36 PeopleTools 8.53 Upgrade in 2013 Evaluate Selective Patching
In Flight PeopleTools Upgrade in 2013 Evaluate Selective Patching Virtual Demo Environment Accept Patches that are desired Robust process to apply feature packs Oracle 11G R2 Database Upgrade Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

37 Maintenance strategy needs to map with enterprise IT goals
Recap Maintenance strategy needs to map with enterprise IT goals Strive to ‘best-in-breed’ for our accepted process Add value and save time for our user by streamlining testing Have a game plan to stay as current as you can Revision History Revision Date Version Description Author Approval History Approval Date Version Name Signature

38 Questions? Kelley.Willis@Duke-Energy.com Revision History
Revision Date Version Description Author Approval History Approval Date Version Name Signature

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