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PeopleSoft Upgrades
 

The biggest challenge a company that uses PeopleSoft will face is their first upgrade.   Many industry experts believe that an upgrade is a simple matter of installing software and running upgrade scripts.  Hypothetically, this is true... but only if you have never made modifications to your PeopleSoft system, and sometimes not even then.  A PeopleSoft upgrade can be very simple for some clients; however, the level of difficulty complexities with each customization a client implements.  Do not be under an impression assuming your system can be upgraded in a matter of a few weeks.  It might be possible but seek a second opinion.  Customizations do not make the upgrade impossible, but they do allow more room for error.   This is Comprobase’s core expertise and this is where we play an important role.  We have made it our job to simplify the upgrade process for our clients. This means that we have completed the upgrade tasks many times and know exactly what is required of each step.  This gives us the inside edge when it comes to fitting PeopleSoft's upgrade path to your production system.

The PeopleSoft Upgrade could mean:

  • Moving from one (current) release level to a higher (newer) release level
  • Upgrade to a new release of your own by copying a subsystem from development to production.
  • The PeopleSoft upgrade process begins when PeopleSoft issues a new release and ends when you have successfully upgraded to the new release.

Comprobase helps its customers leverage the utmost of their investment into PeopleSoft Applications by preparing organizations for the future and meet today’s rapidly changing business demands. PeopleSoft 9.0 is the solution that meets these complex needs. PeopleSoft 9.0 can help you take full advantage of the Internet’s capabilities, reduce your technology costs, or provide better access to your customers, suppliers and employees.

Reason for Upgrade

There are many reasons to upgrade to the newest versions of PeopleSoft, but the most important reason is your bottom line, and the positive results PeopleSoft can produce for your organization. Here are some specific reasons to “start your engines” and begin planning your upgrade:

Take advantage of Enhanced Functionality

  • HCM – Talent Management, Absence Management, ePerformance, Learning Management
  • FMS – Sustainable Compliance, Grants Management, Asset Lifecycle Management, Financial Gateway
  • SRM – Dashboards, Contract Management, Strategic Sourcing
  • SCM – Supplier Rebates and Commissions, Faster Fulfillment Inventory Engine

Extend Premier Support until 2011 with no additional fees

  • Premier support ends for release 8.0 in March 2007!
  • Updates, fixes and upgrade scripts end for releases 8.3 and 8.4 in March 2007!
  • Premier support ends for release 8.8 starting in December 2007, but can be extended for an additional fee
  • Upgrading to 9.0 gives you time to determine your own migration schedule 

Jumpstart on Fusion

  • Upgrade to a release that provides a direct migration path to Fusion
  • Leverage the power of Fusion Middleware
  • Attack the Fusion learning curve
  • Begin building reports now with BI Publisher
  • Leverage industry-specific analytics

Our Upgrade Approach

Comprobase’s upgrade approach focuses heavily on planning and proper execution to allow your upgrade to be completed with minimal impact to your current production system. Our approach is streamlined, yet flexible, allowing your upgrade to be performed as either a simple upgrade of current functionality, or as a more complex project that upgrades your current system and delivers additional capabilities as well.

Planning
The Planning & Initiation phase establishes the overall project environment. If this is your first upgrade, it could be a challenging task at the beginning. As you go along the process, you would learn quite a bit and it would be very good learning experience. Comprobase helps you prepare those initial stages and helps you get going. In this phase, most of the planning is completed, the team identified and supporting project processes documented. Usually a “road map” is defined for completing the work with deliverables like Project Plan, Project Budget or an Estimation, Resource Requirement, and Technical Assessment of the PeopleSoft Environment.

Comprobase works with your team to define the requirements of your upgrade, gathering information and building a plan that will guide your upgrade to a successful conclusion. We review your current PeopleSoft system and compare it to the baseline or “vanilla” delivered version of the current release. We look at customizations that have been made and help you determine which of those needs to be carried forward or eliminated. We help you determine possible enhancements that will help you get the most from your new system. Then, we build a plan to bring all the pieces together.

Execution
We work with your team to perform the necessary technical development to make sure your new system will run according to plan. This includes executing upgrade scripts, reapplying any necessary modifications, and adapting any SQR’s. The end result is a system that delivers the functionality you need. Customers have the option of doing the upgrade in house or more cost effectively in our upgrade lab. We can help determine which scenario is best for each individual client’s project.

Testing
Comprobase’s PeopleSoft upgrade will have minimal impact to your current production system. One of the ways we ensure this is by created separate instances of TEST – SIT, UAT and Performance Test environments and thoroughly testing the upgraded system in these environments before going live. All scripts, modifications and interfaces are thoroughly tested, and only when the system is perfected, do we move your upgrade into production.

Training
Training is conducted at all times throughout the project. We work side by side with your team, transferring our knowledge of the new system every day, ensuring your team thoroughly understands the upgraded system, so that at the end of the project, they are capable of doing future upgrades and maintenance.

Our Step by Step Upgrade Process

Following are the Steps or Parts that are involved in PeopleSoft Major Application Upgrade Process:

- Planning the Upgrade Process
- Understand the Upgrade Process
- Review Hardware and Software Environment
- Install Demo Software
- Apply Updates required for Upgrade
- Installing and Configuring Change Assistant
- Process Initial Pass
- Compare Process
- Data Conversion
- Applying Customizations
- Testing the Initial Pass process
- Test Move to Production
- Final Move to Production or Cut-Over

Comprobase - A Partner in Upgrade

Comprobase is a PeopleSoft Partner and has successfully guided more than 50 PeopleSoft enterprise implementations and/or upgrades for customers in a variety of industries and markets. Our more than a decade of PeopleSoft implementation and upgrade experience is your assurance that we have the technical, functional and business process expertise to deliver a fast and efficient upgrade of your current PeopleSoft system.

 
   
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