PeopleSoft 9.2 Upgrade & Success Stories

Passionate
Employees
PeopleSoft 9.2 Upgrade

Innovative
Services
&
Delighted Success Stories
Customers
Presented By : Vishal Rao
© Hexaware Technologies. All rights reserved. www.hexaware.com

Agenda
01 Upgrade Strategy
02 Tools for Upgrade
03 Methodology
04 PeopleSoft Update Manager
05 Features Adopted by Customers
06 PeopleTools 8.56
07 Case Study
© Hexaware Technologies. All rights reserved. | www.hexaware.com

2
Application Upgrade Strategy
C2I Upgrade (Current to Improve) C2E Upgrade (Current to Excel)
Applicable if Applicable if
Strategize
➢ The Upgrade is driven by technology/product support ➢ The Upgrade is driven by business
➢ Most of the customizations are relevant to the current ➢ Elimination of Customization is the primary objective
business need ➢ You want to redefine the application usage and leverage
➢ Leveraging new features is not an immediate need the new features to the full extent
What it requires What it requires
Synergize
➢ Shorter duration compared to C2E Upgrade ➢ Longer duration, minimum of 30% over C2I Upgrade
➢ Minimal involvement from business/SME ➢ Additional involvement from business/SME
➢ A high level assessment ➢ Detailed upgrade assessment
➢ A strong commitment from Top Management
What you get
➢ Completion of upgrade in a shorter duration What you get
➢ Minimal training effort compared to C2E upgrade ➢ Reduce the future upgrade cost by moving towards
➢ 95% of the customizations are available after upgrade Vanilla
➢ Reduce the maintenance cost by dropping
customizations
➢ Increased ROI by using industry best practices

3
PeopleSoft v9.2 Upgrade Experience – Sample List
Client Name Upgrade Project Version Application Region
The Largest Retailer Network in US 9.1. to 9.2 HCM North America
A Leading Energy Sector Company in California 9.1 to 9.2 FSCM / HCM North America
A Renowned Children’s Hospital in California 9.1 to 9.2 HCM / FSCM North America
HCM / FSCM / ELM /

A Leading Utility Company 8.9 to 9.2 North America
Portal
Leading US based Membership and Interest group which provides
9.1 to 9.2 HCM / ELM North America
insurance coverage
A Leading American Law Firm 9.0 to 9.2 HCM North America
A Leading Custodian Bank in the US 9.0 to 9.2 HCM / FSCM North America
One of North America’s Top Multi-national Consulting Companies 8.0 to 9.2 HCM North America
A Global Leader in Assurance, Tax, Transaction and Advisory Services 8.9, 9.0 to 9.2 HCM North America
A Leading Bank with Global Presence 8.9 to 9.2 HCM Europe & APAC
One of the World's Principal Humanitarian Agencies 9.0 to 9.2 HCM / FSCM Europe
A Mobile and Internet based Commercial Bank in the United Kingdom

9.1 to 9.2 HCM Europe
owned by UK’s largest super market
Largest General Insurer 9.0 to 9.2 HCM Singapore
A leading Insurance firm in Canada 8.9 to 9.2 CRM North America

4
Passionate
Employees
Tools for Upgrade

Innovative
Services
Delighted
Customers

PeopleSoft Upgrade Tools
Hex Upgrade Applicable

Objective/ Benefits Approach
Accelerators Upgrade Phase
• Prepare a detailed Customization Inventory

• Module wise compare report for easy tracking and testing • Identify the Customized Objects, Perform
Assessment/
a detailed Impact Analysis, Prepare a
• Complexity report for objects based on impact on Upgrade Summary and a detailed Report
Development
• Better control on object level keep/drop decisions
• Gives readable text of AE programs for retrofit analysis/ tracking program

execution
• Faster analysis of AE programs during errors (40% savings in effort) • Extract relevant App Engine & order it Technical
according to sequence of execution Upgrade
• Prevents accidental changes to AE programs during analysis
• Helps DBAs in tuning based on large tables
• Prevents Data Conversion failure during execution

• Reports the Pre Image and Post Image of fixed SQLs for reference • Identify the Impacted SQLs of
Technical
Conversion Scripts and Modify the SQLs
AE Retrofitter • Prevents omissions in code correction to avoid the Failure
Upgrade
• Reduction in rework effort by 80%
• Identify tables, which are not in sync with

Database and generate report. Technical
• Prevent View Failure due to column order mismatch
• Alter those tables to synchronize the Upgrade
columns

6
PeopleSoft Upgrade Tools
Hex Upgrade Applicable
Objective/ Benefits Approach
Accelerators Upgrade Phase
• Avoiding database errors related to insufficient extents • Analyze all existing table spaces Technical
Upgrade
• Estimate the extra space required for the table space • Report the big tables, free space
• Easy readable report identifying table spaces which need attention – extra availability and estimated space
Table space
data file or Resize current data file requirement
Reporter
• Reduction in analysis/ rework effort by 80% for each environment
• Minimize the run time of Alter Scripts • Split the Alter Scripts to have it Technical
run in parallel and in an Upgrade – Test
• One of the key steps in cut over window optimization (minimum of 20%
Scripter optimized mode Moves/ Go Live
reduction in cut over window)
• Fixes up 80% the broken queries • Opens up the queries in user Technical
Query mode for retrofitting Upgrade -
Retrofitter Development
• Will give a list of queries which
needs manual intervention
• Ready to use template to capture preparation tasks for Go-Live like • Start filling data based on test Mock Cutover /
Go Live communication , actual upgrade tasks & post upgrade setup and post Go- moves and include tasks during Go-Live
Checklist Live stabilization tasks. project timeline
• Test checklist effectiveness
during mock cutover
7
Probe Tool - Module wise Customization Report
Probe Features
• Perform Analysis of Customer’s System
using Tools Metadata
• Module Based Customization Inventory
• Classifying Objects into Simple / Medium /
Complex at a high level for Core Objects
based on Upgrade Impact
• Increase accuracy of PeopleSoft Upgrade
Estimation
• Reports can be viewed/downloaded by
customers

8
Akiva - Data Masking
Data Masking Tool to enhance the security of your Non-Production environments
Masks sensitive information in the PeopleSoft Finance and HRMS non-production environments like
development, training, testing, etc. making them secure
Akiva also provides Data Subset feature to create a compact database with a smaller footprint and less
data
Akiva provides a user friendly frontend for the users to choose any of the sensitive information (Fields) in
the enterprise for masking. The application aware masking tool takes care of all fields be it Vanilla or
Customized by the user
Business Benefits
Training /
• High Quality Data is
Production COP Data Development /
available in Development
Masking Test Database with
and Test Environments
masked and sub-set
of data • Data Integrity is retained
• Opens avenue for

outsourcing – Results in
cost reduction
• No impact on existing
application functionality
• Adherence to data privacy

Client Zone Vendor Zone legislations

9
Passionate
Employees
Upgrade Methodology
Innovative
Services
Delighted
Customers

Methodology
Project Planning &

Design
Configuration&
Testing & Training Deploy & Support
Assessment Development
Phases
Project Planning Project Monitoring Risk Management Communication

Project Management
▪ Functional Study ▪ Finalize Solutions ▪ Executing SIT

▪ Requirement Gathering ▪ Functional Design ▪ Creating Training Material
Functional ▪ Customization Analysis ▪ Configuration ▪ Conference Room Pilot
▪ Business process Fit-Gap ▪ Creation of Test Plan ▪ Training ▪ Execute Mock Run
▪ Functionality Presentations ▪ Supporting UAT
▪ Go Live Preparation
▪ Compare Reports ▪ Technical Design ▪ Perform Code Catch Up
▪ Keep-Drop Analysis ▪ Retrofit Customizations, ▪ Supporting UAT ▪ Execute Final Move
Technical ▪ PeopleTools - Features and Interfaces and Reports ▪ Resolution of issues or bugs ▪ Post Go Live Audit
Functions Presentation ▪ Development
▪ Unit Testing ▪ Post Go Live Support
▪ Environment Study and Plan ▪ 2nd Upgrade Pass ▪ 3rd Upgrade Pass ▪ Transition Support
▪ Initial Upgrade Pass ▪ Optimization of Upgrade ▪ Optimization of Upgrade
Upgrade scripts scripts*

11
Planning & Assessment Phase
Phase Activities Deliverable Format
• Project Planning Initial Project Plan MS Project

• Finalization of Project Management
Templates MS Word, MS Excel and MS
Project Management Templates
• Environment Study and Planning PowerPoint
• Functional & Customization Study

Environment Plan MS Word
• Presentations of Delta Functionality
between PeopleSoft Application version MS PowerPoint and PeopleSoft
Delta Presentations - Application
• Presentation of Delta Features between Application
PeopleTools Version
MS PowerPoint and PeopleSoft
• Conduct Fit-Gap Analysis Delta Presentations – PeopleTools
Application
• Conduct Keep-Drop Analysis
• Perform Initial Upgrade Pass Fit-Gap Analysis Document MS Excel
Keep-Drop Analysis Document MS Excel

12
Responsibility Matrix
Assessment Phase
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Project Planning R PA PA PA R PA (30%) PA (30%) PA (10%)
Environment Study and Planning R P R P (10%)
Functional & Customization Study R P P R PA (30%) PA (30%)
Conduct Fit-Gap Analysis R P P R PA (30%) PA (30%)
Conduct Keep-Drop Analysis R P P R PA (30%) PA (30%)
Perform Initial Upgrade Pass R P P P R PA (10%) PA (10%) P (10%)
R – Responsible, P – Perform, PA – Participate

PM – Project Manager , TC – Technical Consultant , FC Technical Consultant , US – Upgrade Specialist , TL – Tech Lead , FL – Functional Lead
Hexaware team participation will 100% across all phases

13
Assessment Phase – Templates
Assessment Phase Calendar Functional Fit-Gap

14
Design Phase
• Conduct Conference Room Pilot - I (with Conference Room Pilot – I PeopleSoft Application
demo data and no customizations)
Functional/Technical Design
• Prepare and Finalize Functional & MS Word
Document/s
Technical Design Documents
• Prepare Test Strategy & Plan Test Strategy and Plan MS Word

15
Design Phase
Hexaware Client
Prepare and Finalize Functional

R P R PA (20%)
Design Documents
Prepare and Finalize Technical

R P R PA (20%)
Design Documents
Prepare Test Strategy & Plan R P P R PA (10%) PA (10%)


16
Design Phase – Templates

17
Configuration and Development Phase
• Configure Application Configured Application PeopleSoft Application

• Retrofit Online Customizations
Retrofitted Code PeopleSoft Application
• Retrofit Interfaces (Inbound/Outbound)
• Retrofit Reports Executed Unit Test Cases MS Excel
• Retrofit Application Security SIT Test Cases MS Excel

• Complete Unit Testing
• Prepare SIT Test Cases
• Perform Upgrade - Test Move 1

18
Configuration and Development Phase
Hexaware Client
Configure Application R P P R PA (10%) PA (10%)
Retrofit Customizations R P P P R PA (20%) PA (20%) PA (10%)
Complete Unit Testing R P P P R PA (10%) PA (10%) PA (10%)
Prepare SIT Test Cases R P P R PA (10%) PA (10%)
Perform Upgrade - Test Move 1 R P P P R PA (10%) PA (10%) P (10%)


19
Configuration and Development – Templates

20
Testing and Training Phase
• Execute System Integration Testing (SIT) Conference Room Pilot – II PeopleSoft Application
Test cases
• Conduct Conference Room Pilot – II (with Executed SIT Test Cases/Results MS Excel
data and customizations)
• Prepare/Update Training documentation Training Documentation MS Word
• Perform Code Catch Up

Key User Training Web Ex / Classroom
• Perform Upgrade Test Move - 2
• Conduct Key User Training (Utilizing Train Production Cutover Plan MS Excel/MS Word
the Trainer Approach)
• Provide Support for User Acceptance
Testing (UAT)
• Plan for Production Cutover activities.

21
Testing and Training Phase
Hexaware Client
Execute System Integration Testing R P P P R P (30%) P (30%) PA (10%)
(SIT) Test cases
Conduct Conference Room Pilot – II R P P R PA (20%) PA (20%)
Prepare/Update Training R P P R PA (10%) PA (10%)

documentation
Perform Code Catch Up R P P P R PA (10%) PA (10%) PA (10%)
Perform Upgrade Test Move – 2 R P P P R PA (10%) PA (10%) P (10%)
Conduct Key User Training R P P P R PA (10%) PA (10%) PA (10%)
Prepare UAT Test Cases R PA PA P R P (30%) P (30%) PA (10%)
Provide Support for User R PA PA P R P (30%) P (30%) PA (10%)

Acceptance Testing
Plan for Production Cutover R P P P R PA (30%) PA (30%) PA (10%)
activities
© Hexaware Technologies. All rights reserved. | www.hexaware.com Hexaware team participation will 100% across all phases
22
Testing and Training Phase – Templates

23
Deploy and Support Phase
Production Ready Application PeopleSoft Application

• Perform Upgrade Mock Run
• Perform Final Move – Cutover to
Resolution to bugs in Production (if any) MS Excel
Production
• Provide Post Production Support
Post Production Support Plan MS Excel/Word

24
Deploy and Support Phase
Hexaware Client
Perform Upgrade Mock Run R P P P R PA (30%) PA (30%) PA (10%)
Perform Final Move – Cutover to

R P P P R PA (30%) PA (30%) PA (10%)
Production
Provide Post Production Support R P P P R PA (30%) PA (30%) PA (10%)


25
Sample Timeline
Project Team
▪ Project Manager ▪ QA Consultant

▪ Functional Consultant ▪ Upgrade Specialist
▪ Technical Consultant

26
Passionate
Employees
PeopleSoft Update
Innovative Manager
Services
Delighted
Customers

Delivery Model - PUM
Cumulative Images
Application Releases
PUM Image - ..x
PUM Image - 2
PUM Image - 1 PUM image
PRP Update
Package All updates are rolled into
next Image

28
PUM - Benefits
• Tailored Custom Package

• Only one Change Package to be applied
• Streamlined Process
• Patch on your Schedule
• Find specific fixes
• Automatically includes dependencies
• Reduce Manual steps for patching

29
Passionate
Employees
Features Adopted by
Innovative Customers
Services
Delighted
Customers

Peoplesoft UI Evolution
1994
1997
2000
2002

31
Fluid Interface
• PeopleSoft application fluid pages scale gracefully from large screen devices such as laptops and
desktops down to the reduced viewing space of tablets and smartphones
• The PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater
flexibility with the enhanced use of cascading style sheets ,HTML5, and JavaScript
PeopleSoft Page on a Tablet PeopleSoft Page on a Smartphone

32
Work Centers
• PeopleSoft WorkCenter pages provide you with streamlined access to commonly

performed tasks
• WorkCentre pages are intuitive and can be designed and targeted based on the
various needs of multiple business roles
• PeopleSoft Work Center simplifies the process and reduce the time and effort it
takes to perform a business process
• WorkCenter pages divide the browser window into two frames

 A pagelet area.
 A target content area.

33
Time and Labor Work Center

34
Activity Guide
• An activity guide takes you through a procedure by providing a list of

predefined tasks and tracking your progress, similar to a “to-do” list.
• Configuration allows customer to specify which steps are optional and which
ones are required
• Determine the order the steps will display
• Launch workflow and approval routing as part of your processing steps
• Activity guides can be useful in a number of procedural scenarios For
example:
 Benefits enrollment.
 A life change event, such as a marriage or the birth of a child.
 System or feature configuration

35
Life Events Activity Guide

36
Pivot Grid
Pivot Grid supports operational dashboard reporting within the PeopleTools framework to
provide a pivot table and chart representation of data using PSQuery data source.
Using Pivot Grid, users can view data in these different visualizations:
• Grid only : Users are able to view the operational reporting data in a grid, where data
pivoting, slicing, and dicing is possible
• Chart only : Users are able to view the operational reporting data in a chart.
• Grid and chart : Users are able to view the operational reporting data in both a grid
and a chart. The data between the grid and the chart is synchronized for an accurate
view

37
Pivot Grids

38
Pivot Grids

39
PeopleSoft Test Framework
❖ Record and Playback tool
❖ Automates Functional testing within

PeopleSoft Application
❖ More tests - Greater Accuracy- Shorter time
❖ Stored in Database as App Designer Objects

40
Developing Tests
Robust Test Development Platform
PTF EXPLORER PTF EDITOR

41
Benefits of PTF
❖ Automated testing
❖ Consistent across environments
❖ Functional testing
❖ Speeds testing
❖ Reduces testing time and resources
❖ Easy to migrate

42
PTF Test Cases Repository
Hexaware Co-developed 40,000+ PTF scripts with Oracle for PeopleSoft v9.2
HCM ELM FMS

Test Scenarios Distribution 94 Blended Learning 21
Absence Management ALM - Asset Management 118
Benefits 133 Business Objects 85
ESA - Contracts 68
eCompensation 291 Certification and Curriculum 52
ESA - Expenses 100
ePerformance Management 329 Self Service 21
9% ESA - Front Office Pay Bill 186
eProfile And Mgr DskTop 142 Course Structure 17
39% Customer Feedback Loop 61 151
Global Payroll Core and Country ESA - Project Costing
866 Enrollment 189
Extensions ESA - Resource Mgmt. 29
Human Resources 1101 Financial Integration 26
FIN - Accounts Payable 466
274 French Features and Cost Track 84
52% Payroll for North America 95
Learner Experience 59 FIN - Accounts Receivable
Recruiting Solutions 631
Resource Management 83 FIN - General Ledger 76
Stock Administration 162
SES 128 FSCM_Common Regression
Time and Labor 991 8
Social Learning 52 Cycles
FSCM HCM ELM

SCM FSCM E2E & Integrations
“
CFM - BILLING 238 EX_Payroll_GL (9.1 & 9.2) 83
CFM - eBill Payment 30
FSCM HCM FMS_OTC92(Order To Cash) 59
Only company
• 4027 Test Scenarios • 5306 Test Scenarios CFM - Order Management 304
FMS_PTC92(Propose To Credit) 39
• 17189 Reusable Test cases • 20532 Reusable Test cases MGIN - Cost Management 22
partnered with
FMS_PTP92(Procure To Pay) 66
• 75 Reusable Test Libraries • 261 Reusable Test Libraries MGIN - Inventory 350 Oracle in PTF Test
SCP - Supply Planning 286 FMS_STC92(Service To Contract) 46 Development and
ELM SRM - eProcurement 576 Payroll_GL (Payroll to GL) (9.2 & has got 10K+ PTF
• 975 Test Scenarios 41
SRM - Purchasing 365 9.1) Shell Test and
• 2675 Reusable Test cases SRM - Services Procurement 110 FMS & SCM Integrations 91 40K+ PTF Test
• 20 Reusable Test Libraries
SRM - Strategic Sourcing 132
End to End Flows 122 Scripts
SRM - Supplier Contract Manage 117

43
Why PTF
PS 9.2 Upgrade
▪ Vanilla repository will be updated with modified

functionality, these scripts will be baseline for all
future upgrades
Hexaware
▪ The PTF scripts can be used while applying

Images which will be released on a regular
basis

44
PeopleSoft 9.2 - New Tools Features
PUM – How is it different ? PeopleTools 8.56 new features
Oracle ElasticSearch is the new search engine in 8.56, but it was also released in the
Releases Elastic Search 8.55.11 Patch. It’s an easier deployment and boasts easier maintenance, with the
Bug fix same end-user search experience.
PUM
Apply
image PeopleSoft is introducing a new style sheet called Classic Plus, which is where a
in Dev PeopleSoft User
classic page will mimic the look and feel of Fluid to minimize visual differences and
PeopleSoft Interface provide a single user interface.
Maintenance
User cycle
Accept Retrofit These give you the insight to your maintenance applied to the environment,
ance PeopleSoft Update
Manager Analytics
Deploy QA
Page Composer is specifically built for making the implementation of approvals
simple and easy to maintain. With Page Composer, administrators can modify the
Page Composer
contents, layout and format of Fluid Approval Pages without having to customize
the underlying PeopleTools managed objects.
Key features
• A full fledged • Explore new features
environment • Package/fix extraction
• Ready to use • No more Bundles/MPs
• Quick provisioning etc.
• Test yourself • Only for PS 9.2 or higher
45
Passionate
Employees
Case Study
Innovative
Services
Delighted
Customers

Case Study 1: Leading distributor of Natural Gas - PeopleSoft HCM & FSCM 9.2
Upgrade
About the Client Key Challenges
• Big Bang Go Live Approach of all the projects identified in the
Client is one of US’s preeminent distributors of natural gas, their Scope. Detailed planning of individual tasks helped develop a
business engagements consist of natural gas distribution operations, contingency plan for this.
wholesale services and energy investments. • Controlling Scope and finalizing the most visible functionalities like
Portal Look and feel, Manager Dashboard, Self service
functionalities etc. were initially a challenge.
Engagement Details
• Making the environment(s) available to the employees outside the
• Project Execution Model - Onsite-Offshore network was also a technical challenge.
• Project Duration – 12 months • T&L Timesheet customization issue
• Team Size – 52 • Direct Line Reports Pagelet population
Technical Environment Project Scope

• PeopleSoft 8.9 HCM, PeopleSoft 8.9 Fin, PeopleSoft 9.0 ELM and • PeopleSoft HCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
PeopleSoft 9.0 Portal environnements. • Core HR, Ben Admin, Base Ben, Time & Labor, NA Payroll,
• Oracle Solaris System to host the applications. eBenefits, eCompensation, ePay, ePerformance and eProfile
• PeopleSoft FSCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
• Asset Management, Inventory, Billing, Cash Management,
Business Benefits
Contracts, Expenses, eBill, eProcurement, General Ledger,
• Single Portal for employees, managers etc., and accessibility to
Accounts Payable, Project Costing, Purchasing, Accounts
the details through Unified Navigation.
Receivable, Resource Management and Supply Planning
• Ability of employees to access the system outside the network
• PeopleSoft ELM Tools Upgrade from 8.50 to 8.53 Version.
was widely recognized.
• PeopleSoft 9.1 Portal Re-Implementation.
• Automated work flow approvals, guided navigations through work
• Oracle Upgrade from 10g to 11i.
centers to achieve tasks etc., were received well with the users.
• Only Technical support provided for all the above mentioned
• Custom developed contents that helped users perform specific
activities.
tasks like enrolling to benefits etc., were very user friendly.
47
Case Study 2: Leading Hospital in California - PeopleSoft FSCM &
HCM 9.2 Upgrade
About the Client Engagement Details
The client is a children’s hospital based in California, United States. Hexaware used an Onsite Offshore model to execute this 8-month
It has consistently been rated as one of top 10 children’s hospitals in project with 5 team members working onsite at the client location
the US, winning awards and accolades for its pediatric treatments. and 4 team members working offsite in India.
Technical Environment
The client was using PeopleSoft FSCM & HCM 9.1 • 5x Improvement in Approvals Processes (Previously 5
days/Now 1 Day)
• 5x Improvement through automated redesigned hiring process
Project Scope for Position Requisition Creation (from 5 days to just 1).
• Enhanced Operational Insights through customized
The implementation involved: WorkCenter.
• Upgrading from PeopleSoft FSCM & HCM 9.1 to PeopleSoft • The mobile capabilities were enhanced by the fluid interface to
FSCM & HCM 9.2 ensure a superlative user experience across devices, and
• Upgrading PeopleTools 8.53 to PeopleTools 8.54 contributed to ease-of-adoption and increase in productivity.
• Redesigning the TAM/CG and hire processes
• Upgrading the following modules:
• FSCM: Purchasing, Asset Management, GL, AP, AR, Project
Costing, Inventory, Mobile Inventory
• HCM: Core HR, eProfile, eProfile Managers Desktop,
ePerformance, eCompensation, Base Benefits, Time and Labor,
Payroll Interface, TAM/CG

48
Case Study 3: Leading US based Membership and Interest group which
provides insurance coverage - PeopleSoft HCM & PS ELM 9.2 Upgrade
About the Client Project Scope
Leading US based Membership and Interest group which provides The implementation involved:
insurance coverage • Upgrade from PS HCM 9.1 to HCM 9.2
• Upgrade from PS ELM 9.1 to ELM 9.2
Engagement Details • Upgrade PeopleTools from 8.52 to 8.54
• Upgrade the following modules:
Hexaware used an Onsite Offshore model to execute this 8-month • Human Resources/Workforce Administration
project with 5 team members working onsite at the client location • Benefits Administration, Base Benefits
and 4 team members working offsite in India. • Talent Acquisition Manager/Candidate Gateway
• North American Payroll
• Time and Labor
Technical Environment • ePerformance
• eDevelopment
• PeopleSoft HCM 9.1 • ePay
• PS ELM 9.1 • eProfile
• PeopleTools 8.52 • Compensation (eComp, Variable Compensation)
• eProfile Manager’s Desktop
• Enterprise Learning Management
• Implement new 9.2 features (Pay Check Modeler, Benefits Life
• New 9.2 features like Life Events, Paycheck modeler events, WorkCenter, Pivot Grids, SES)
• Redesigned centralized Approval Workflow • Redesign Manager Self Service workflow (Delivered and
• Improved employee experience using Dashboards ,WorkCenter, Custom)
Activity Guides and pivot grids
• Readiness for Fluid and mobile interface.

49
Case Study 4: Leading Multinational Bank – PeopleSoft HCM 9.2 Upgrade
About the Client

Key Challenges
▪ Client is one of the leading global custodian banks, serving a broad range
of consumer, commercial, corporate and institutional clients. They provide 3) Database Performance: Along with upgrade from Tools 8.52.06 to
trust, custody, investment management, and banking services to individual 8.53.09 we also did database from Oracle 10g to Oracle 11g. We faced
and institutional clients throughout the world. some performance issues
4) PUM application/Update Manager : Application of patches and
Engagement Details selective fixes has become difficult because along with the bug it brings in
all the pre-requisite and post-requisite. If the system has been customized
• Project Execution Model - Onsite-Offshore a bit then in itself becomes a project
• 7 to 8 Team Members 5) Activity Guides: Configuration and setting up activity guides was a
challenge
Scope
• PS HCM 9.0 to 9.2 Upgrade
• Module Business Benefits
• Workforce administration & benefits
• e-performance management 1. Employee Photos Used the Peoplesoft feature to upload photos.
• E-learning, Talent management Stored in Peoplesoft and Visible on Org-Chart and
• compensation (custom) Mangers/Employees/Admins.
• Time & Labor 2. Related actions for managers Used for link various action based on
• NA Payroll & Global Payroll the components and security the manager has on the direct/indirect line
• Custom interface with third parties report. Used for Job, Training, Performance management, etc..
3. Workcenters for Time and Labor/EPerformance: These have been
Key Challenges configured for managers and employees to capture the information.
1) Time and Labor rules: Complex time and labor rules used across North 4. Dashboard for Talent Management: One-Stop shop for the managers
America, EMEA, APAC approximately 276 rules from 20 countries. The to view there employees and information about them.
templates delivered earlier had changed between 9.0 to 9.2 giving 5. Activity Guides for Benefits : New functionality for employees to
different results. create life events
2) WorkCenters : Work-centers for Talent management , Time and Labor
and ePerformance. We had to do customization and tune SQLs(Custom
and delivered) to get good performance. 50
Hexaware - PeopleSoft Experience and Expertise
1 Oracle Platinum Partner
2 1200 + PeopleSoft Consultants
3 600+ PeopleSoft Projects completed successfully

PeopleSoft
4 120 + PeopleSoft Upgrade Projects completed
Expertise
5 50+ PS HCM Project completed in the last 5 years
6 40 + PS FSCM Project completed in the last 5 years
7 Over 50 PS 9.2 Upgrades/ Implementations

51
Passionate
Employees Thank you
Innovative
Services
Email ID : vishalr@hexaware.com
Delighted
Customers www.hexaware.com

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Passionate

PeopleSoft 9.2 Upgrade

Presented By : Vishal Rao

© Hexaware Technologies. All rights reserved. www.hexaware.com

02 Tools for Upgrade

04 PeopleSoft Update Manager

05 Features Adopted by Customers

© Hexaware Technologies. All rights reserved. | www.hexaware.com

What it requires What it requires

© Hexaware Technologies. All rights reserved. | www.hexaware.com

The Largest Retailer Network in US 9.1. to 9.2 HCM North America

HCM / FSCM / ELM /

A Leading American Law Firm 9.0 to 9.2 HCM North America

A Mobile and Internet based Commercial Bank in the United Kingdom

Largest General Insurer 9.0 to 9.2 HCM Singapore

A leading Insurance firm in Canada 8.9 to 9.2 CRM North America

Tools for Upgrade

© Hexaware Technologies. All rights reserved. | www.hexaware.com

Hex Upgrade Applicable

• Prepare a detailed Customization Inventory

• Gives readable text of AE programs for retrofit analysis/ tracking program

• Prevents Data Conversion failure during execution

• Identify tables, which are not in sync with

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© Hexaware Technologies. All rights reserved. | www.hexaware.com

• Opens avenue for

• Adherence to data privacy

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© Hexaware Technologies. All rights reserved. | www.hexaware.com

Project Planning &

Project Planning Project Monitoring Risk Management Communication

▪ Functional Study ▪ Finalize Solutions ▪ Executing SIT

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Phase Activities Deliverable Format

• Project Planning Initial Project Plan MS Project

• Functional & Customization Study

Keep-Drop Analysis Document MS Excel

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Project Planning R PA PA PA R PA (30%) PA (30%) PA (10%)

Environment Study and Planning R P R P (10%)

Functional & Customization Study R P P R PA (30%) PA (30%)

Conduct Fit-Gap Analysis R P P R PA (30%) PA (30%)

Conduct Keep-Drop Analysis R P P R PA (30%) PA (30%)

Perform Initial Upgrade Pass R P P P R PA (10%) PA (10%) P (10%)

R – Responsible, P – Perform, PA – Participate

© Hexaware Technologies. All rights reserved. | www.hexaware.com

Assessment Phase Calendar Functional Fit-Gap

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Phase Activities Deliverable Format

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Prepare and Finalize Functional

Prepare and Finalize Technical

Prepare Test Strategy & Plan R P P R PA (10%) PA (10%)

R – Responsible, P – Perform, PA – Participate

© Hexaware Technologies. All rights reserved. | www.hexaware.com

© Hexaware Technologies. All rights reserved. | www.hexaware.com

Phase Activities Deliverable Format

• Configure Application Configured Application PeopleSoft Application

• Retrofit Application Security SIT Test Cases MS Excel

© Hexaware Technologies. All rights reserved. | www.hexaware.com

Configure Application R P P R PA (10%) PA (10%)

Retrofit Customizations R P P P R PA (20%) PA (20%) PA (10%)

Complete Unit Testing R P P P R PA (10%) PA (10%) PA (10%)

Prepare SIT Test Cases R P P R PA (10%) PA (10%)

PeopleSoft 9.2 Upgrade & Success Stories

PeopleSoft 9.2 Upgrade & Success Stories