Astute @ Quest Midwest Conference 2011 - At A CrossRoads with PeopleSoft
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This document discusses options for organizations using PeopleSoft at a crossroads. It presents four options: 1) upgrading to PeopleSoft 9.1 or 9.2, 2) adopting Oracle Fusion Applications, 3) adopting a different ERP platform, or 4) doing nothing. Each option lists drivers, challenges, opportunities, and risks. The document also discusses best practices for PeopleSoft upgrades including assessment, cost containment, and addressing risks upfront.
Astute @ Quest Midwest Conference 2011 - At A CrossRoads with PeopleSoft
- 1. At Crossroads with Peoplsoft Quest Midwest - Session #94220 Presented By: Sudhir Mehandru, Sweta Ganatra Peoplesoft@beastute.com http://www.beastute.com
- 2. Agenda • At Crossroads with PeopleSoft? • What are my options? • What drives them? • What challenges, risks, opportunities? • Common Approach and pitfalls • Best Practices • Audience Discussion 2 Astute Business Solutions
- 3. Overview 3 Astute Business Solutions
- 4. At Crossroads with PeopleSoft? • 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. Option 1 Upgrade to PeopleSoft 9.1 or 9.2 • Supported release • Another Upgrade! • Improved Reporting DRIVERS • Upgrade Costs CHALLENGES • Platform Upgrades • Migrate customizations • Streamlined Integration • Workflow Automation OPPORTUNITIES • Tendency to keep status quo RISKS • Financial Controls 5 Astute Business Solutions
- 6. Option 2 Adopt Fusion • Open Standards and SOA based • Migrate from on-premise to cloud DRIVERS Apps Platform • Implementation, Migration and CHALLENGES • Embedded BI Analytics Integration Costs • Significant Change Management • Co-existence or pillar approach Initiative OPPORTUNITIES • Standards-based Integration • Security in a multi-tenant RISKS environment 6 Astute Business Solutions
- 7. Oracle HCM Fusion Highlights • Significant emphasis on SaaS; Subscription based pricing model; Generally Available to buy • Customers choice between public cloud, private cloud and on-premise deployment; even hybrid • Coexistence Model; Start with one model and then grow to full suite; pre-built integrations with PS, JDE, and E-Business Suite • Comprehensive BI / Analytics throughout applications • Supports Internal Social Networking • Available in multitenant form - Multitenancy allows many BUs / companies to share the same instance of an application while keeping their data separated 7 Astute Business Solutions
- 8. Option 3 Different ERP / Platform • New BU’s • Moving to the cloud could DRIVERS • More Users from acquisitions propose ‘withdrawal’ symptoms CHALLENGES • Instance Consolidation requirements • Loss of infrastructure control • Significant Org Readiness • Fresh, new perspective Undertaking OPPORTUNITIES • Revamp IT strategies • Initial costs for transition, RISKS communication and hand-holding 8 Astute Business Solutions
- 9. Option 4 Do Nothing • Budget Limitations • Inflexible IT Strategy DRIVERS • Wait-n-Watch until later date • Integration with other external CHALLENGES • Cut Maintenance Costs upgraded systems • Increase efficiency of current system • Being ‘left behind’ OPPORTUNITIES • Increate automation • Postpone costs, bigger budget RISKS • Enhance end-user experience requirements in future 9 Astute Business Solutions
- 10. 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 10 Astute Business Solutions
- 11. Option Summary • Upgrade to PS 9.x • Move to Fusion • Different Platform • Do Nothing 11 Astute Business Solutions
- 12. Now Next Steps Astute Business Solutions
- 13. Best Practice - 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 13 Astute Business Solutions
- 14. 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 14 Astute Business Solutions
- 15. About ASTUTE Astute Business Solutions
- 16. Who we are 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 16 Astute Business Solutions
- 17. Our 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 17 Astute Business Solutions
- 18. Recent Successes • 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 18 Astute Business Solutions
- 20. 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 20 Astute Business Solutions