Astute @ Oracle Open World 2011 - Cost Efficiencies During PeopleSoft Upgrade
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This document discusses strategies for reducing costs during a PeopleSoft upgrade project. It identifies common challenges such as lack of coordination, scope creep, and delayed testing. Key factors that can drive costs up or down are reviewed, including team size, infrastructure hosting, skills, and customizations. Best practices for cost containment include using a collaborative vendor, references, proven methodology, reusable deliverables, and addressing risks upfront. Phased rollouts and fixed fee contracts can also help reduce costs and timelines.
Astute @ Oracle Open World 2011 - Cost Efficiencies During PeopleSoft Upgrade
- 1. Oracle Open World Save Money on your PeopleSoft Upgrade Presented By: Sweta Ganatra PMP, SPHR Peoplesoft@beastute.com or 925-924-1402 http://www.beastute.com
- 2. Agenda • Why Upgrade – Key Business Drivers • Typical Upgrade Challenges • What drives costs (up or down) • Cost Containment Measures • Audience Discussion 2 Astute Business Solutions
- 3. Upgrade – Key Business Drivers Astute Business Solutions
- 4. Are you ready for another Upgrade? • Are you looking at your ERP alone or in conjunction with other integrated applications within your portfolio? • How far ahead are you willing to plan and commit? • What level of Executive Sponsorship do you have? 4 Astute Business Solutions
- 5. What will drive your decision to Upgrade? VOLUNTARY IMPROVEMENT FORCED UPGRADE New Functionality Maintenance & Support • Improved functionality • Stay on supported release • Reduce Customizations • Extend investment value • Develop with Ease • Postpone decision on Fusion/Other ERP • Standards based tools Expansion & Consolidation Technology Upgrade • New BU‟s/Companies • New Architecture • More Users • Platform Improvements • Instance Consolidation • Streamlined Integration • Improved Reporting 5 Astute Business Solutions
- 6. Upgrade – Typical Challenges Upgrade Approach and Plan PLAN EXECUTE DEPLOY MANAGE • Executive • Define, review, • Create Checklists • Stabilize System Sponsorship approve all • Triage with IT, • Maintenance Plan requirements • Approach - Tech business, vendors • Release Management Refresh vs. • Involve Business • Local/Global Functional as early as • New modules Considerations Upgrade? possible • Enhancements • Security Check • Business Needs • Dedicate project Assessment resources • Integration Tests • Project Planning • Employ Best • Soak and Stress Effort Practices tests • Risk Assessment • Test, Test, Test • Change • Manage Scope Management? 6 Astute Business Solutions
- 7. Upgrade - Common Pitfalls Cost Impact Common Pitfalls • Delayed sign-off • Scope creep • Increased testing/ • Risks turn into issues before getting addressed development effort • Lack of coordination between IT and business teams Impact on timeline • Not all business processed reflected in • Delayed rollout impacting costs requirements gathered • Scope change approved by Leadership Impact on Personnel • Re-testing, re-development effort • Dissatisfaction • Anxiety and resistence for new system 7 Astute Business Solutions
- 8. Factors driving Cost (Up or Down) Cost Efficiencies - Overview • What does it mean to have a cost-efficient rollout? • What are factors that impact costs, timeline and project personnel? • “Cost Efficiency” • Different for different clients • May vary by industry/segment 8 Astute Business Solutions
- 9. Factors driving Cost - Overview • Team size • Phased rollouts • Infrastructure hosting Factors in project control - directly impacting costs • Team skills • Resource • Less custom, Factors in project Factors impacting (unscheduled) more OOTB control - indirectly costs beyond unavailability • Reusable deliverables impacting costs project control 9 Astute Business Solutions
- 10. What drives Upgrade Cost/Timeline Factors that impact • Proven SI Track Record COST TIMELINE • • Appropriate Skills Collaborative Model • Infrastructure Hosting • Managed Services • Better Scope Definition Project Scope SI Expertise • Less Custom, More OOTB • Reusable Deliverables Team Sizing Project Execution • Outsourcing and Fixed Fee • Fixed Fee Contracts • Phased Rollouts Rollout and Support • Faster Deployment • Smaller Teams 10 Astute Business Solutions
- 11. Best Practice - Cost Containment VENDOR SELECTION PROJECT TEAM ADDRESS RISKS UPFRONT • Collaborative Model • Equal, phased representation • Collaborative Model from all stakeholders • Customer References • Customer References • „Dedicated‟ project resources Plan & Vision Design Develop Test Train Rollout PROJECT LEADERSHIP PROJECT EXECUTION SUMS UP TO… • Decisive Project Sponsor • Review BP in line with best • Adequate planning time practices • Ensure cohesive effort between • Steady and focussed execution IT and Business • Challenge the need to customize • Eye on the goal • Leverage proven methodology • Measurable, reusable deliverables 11 Astute Business Solutions
- 12. How to get there Astute Business Solutions
- 13. Upgrade Planning Challenges • Drivers & Goals • Manual approach • Impact & Change • Eyeball method ASSESS • Architecture • Error and Bias • Budget/ Resources • Variance Factor • Dependencies • Budget Overflows PLAN • Contingencies • Loose Estimates • Tech. Upgrade • Prolonged Dev • Func. Upgrade • Multiple Tests DEPLOY • Test and Deploy • Unable to de-Customize • Patches/Fixes • Maintain • Enhance • Optimization and Tuning SUPPORT • Support • Unable to de-Customize 13 Astute Business Solutions
- 14. Perform a Health Check Assessment Scope Definition Customer Discovery Detailed Assessment Health Check Report CURRENT HEALTHCHECK PRIORITIZED Application and STATE SOLUTION Cost-Effective Process Discovery ASSESSMENT ASSESSMENT ANALYSIS Recommendations Focused on Focused on Current Business Unlocking Value in a Challenges and Challenging and Gaps Evolving Business Environment 14 Astute Business Solutions
- 15. Automate through Configuration • Workflow, IB, Web Services • LDAP, OAM/SSO Integration MORE CONFIG = Less Drive ROI • BI Dashboards within PS through MAINTENANCE Automation = Lower Cost = More Stability • Portals and Content • Social Media Integration 15 Astute Business Solutions
- 16. About ASTUTE Astute Business Solutions
- 17. Overview – About Astute Corporate Overview Competency Overview • Oracle Partner – Focused on PeopleSoft, • Lines of Business – IT Consulting, Business Oracle EBS, OBIEE and Microsoft Consulting, Temporary Staffing • Clients and Operations in USA, Canada, • ERP – PeopleSoft, Oracle Middle East and India • BI – Oracle, Microsoft, IBM • 150+ employees, Minority Certified, • Portals – SharePoint SB Certified • Process – HCM, Financials, Supply Chain • Global Delivery Model and Risk 17 Astute Business Solutions
- 18. Overview – PeopleSoft Services IMPLEMENT INTEGRATE MAINTAIN OPTIMIZE UPGRADE • Implementations and Global Rollouts – All PeopleSoft Apps Turnkey • Upgrades – Fast Track Accelerated Upgrade for V9.1 Solutions • Application Management Services – Lifecycle Management • Project Management, Change Management Consulting • Fit-Gap Analysis, Business Requirements Gathering Services • Functional and Technical Design, Development • Testing, Training and Documentation (UPK) • Fast Track Upgrade Impact Analyzer Tools & • Upgrade Test Scripts, Performance Tuning Scripts Accelerators • Data SPII for Data Privacy Compliance 18 Astute Business Solutions
- 19. Recent Upgrades • National Healthcare Organization – HCM 8.8 to 9.1 • Global Financial Services Firm – HCM 8.8 to 9.1 • International Consumer Electronics Firm – FSCM 8.0 to 9.0 • International Financial Services Firm – FIN 8.8 to 9.1 • More information online at http://www.beastute.com 19 Astute Business Solutions