passionate employees peoplesoft 9.2 upgrade success stories

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

Passionate

Employees

Innovative

Services

Delighted

Customers

PeopleSoft 9.2 Upgrade

&

Success Stories

Presented By : Vishal Rao

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

Agenda

Upgrade Strategy01

Tools for Upgrade02

Methodology03

PeopleSoft Update Manager04

Features Adopted by Customers05

PeopleTools 8.5606

Case Study07


Application Upgrade Strategy

C2I Upgrade (Current to Improve)

Applicable if➢ The Upgrade is driven by technology/product support

➢ Most of the customizations are relevant to the current

business need

➢ Leveraging new features is not an immediate need

What it requires➢ Shorter duration compared to C2E Upgrade

➢ Minimal involvement from business/SME

➢ A high level assessment

What you get➢ Completion of upgrade in a shorter duration

➢ Minimal training effort compared to C2E upgrade

➢ 95% of the customizations are available after upgrade

Applicable if➢ The Upgrade is driven by business

➢ Elimination of Customization is the primary objective

➢ You want to redefine the application usage and leverage

the new features to the full extent

What it requires➢ Longer duration, minimum of 30% over C2I Upgrade

➢ Additional involvement from business/SME

➢ Detailed upgrade assessment

➢ A strong commitment from Top Management

What you get➢ Reduce the future upgrade cost by moving towards

Vanilla

➢ Reduce the maintenance cost by dropping

customizations

➢ Increased ROI by using industry best practices

Stra

teg

ize

Syn

erg

ize

C2E Upgrade (Current to Excel)


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

A Leading Utility Company 8.9 to 9.2HCM / FSCM / ELM /

Portal North America

Leading US based Membership and Interest group which provides

insurance coverage9.1 to 9.2 HCM / ELM North America

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

owned by UK’s largest super market9.1 to 9.2 HCM Europe

Largest General Insurer 9.0 to 9.2 HCM Singapore

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

PeopleSoft v9.2 Upgrade Experience – Sample List

Passionate

Employees

Innovative

Services

Delighted

Customers

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

Tools for Upgrade


PeopleSoft Upgrade Tools

Hex Upgrade

AcceleratorsObjective/ Benefits Approach

Applicable

Upgrade Phase

• Prepare a detailed Customization Inventory

• Module wise compare report for easy tracking and testing

• Complexity report for objects based on impact on Upgrade

• Better control on object level keep/drop decisions

• Identify the Customized Objects, Perform

a detailed Impact Analysis, Prepare a

Summary and a detailed Report

Assessment/

Development

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

execution

• Faster analysis of AE programs during errors (40% savings in effort)

• Prevents accidental changes to AE programs during analysis

• Helps DBAs in tuning based on large tables

• Extract relevant App Engine & order it

according to sequence of execution

Technical

Upgrade

AE Retrofitter

• Prevents Data Conversion failure during execution

• Reports the Pre Image and Post Image of fixed SQLs for reference

• Prevents omissions in code correction

• Reduction in rework effort by 80%

• Identify the Impacted SQLs of

Conversion Scripts and Modify the SQLs

to avoid the Failure

Technical

Upgrade

• Prevent View Failure due to column order mismatch

• Identify tables, which are not in sync with

Database and generate report.

• Alter those tables to synchronize the

columns

Technical

Upgrade


PeopleSoft Upgrade Tools

Hex Upgrade

AcceleratorsObjective/ Benefits Approach

Applicable

Upgrade Phase

Table space

Reporter

• Avoiding database errors related to insufficient extents

• Estimate the extra space required for the table space

• Easy readable report identifying table spaces which need attention – extra

data file or Resize current data file

• Reduction in analysis/ rework effort by 80% for each environment

• Analyze all existing table spaces

• Report the big tables, free space

availability and estimated space

requirement

Technical

Upgrade

Scripter

• Minimize the run time of Alter Scripts

• One of the key steps in cut over window optimization (minimum of 20%

reduction in cut over window)

• Split the Alter Scripts to have it

run in parallel and in an

optimized mode

Technical

Upgrade – Test

Moves/ Go Live

Query

Retrofitter

• Fixes up 80% the broken queries • Opens up the queries in user

mode for retrofitting

• Will give a list of queries which

needs manual intervention

Technical

Upgrade -

Development

Go Live

Checklist

• Ready to use template to capture preparation tasks for Go-Live like

communication , actual upgrade tasks & post upgrade setup and post Go-

Live stabilization tasks.

• Start filling data based on test

moves and include tasks during

project timeline

• Test checklist effectiveness

during mock cutover

Mock Cutover /

Go-Live


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


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

Production COP

Training /

Development /

Test Database with

masked and sub-set

of data

Client Zone Vendor Zone

Data

Masking

• High Quality Data is

available in Development

and Test Environments

• Data Integrity is retained

• Opens avenue for

outsourcing – Results in

cost reduction

• No impact on existing

application functionality

• Adherence to data privacy

legislations

Business Benefits

Passionate

Employees

Innovative

Services

Delighted

Customers


Upgrade Methodology


Methodology

Project Management

Functional

Technical

Upgrade

Project Planning Project Monitoring Risk Management Communication

▪ Functional Study

▪ Requirement Gathering

▪ Customization Analysis

▪ Business process Fit-Gap

▪ Functionality Presentations

▪ Compare Reports

▪ Keep-Drop Analysis

▪ PeopleTools - Features and

Functions Presentation

▪ Environment Study and Plan

▪ Initial Upgrade Pass

▪ Finalize Solutions

▪ Functional Design

▪ Configuration

▪ Creation of Test Plan

▪ Technical Design

▪ Retrofit Customizations,

Interfaces and Reports

▪ Development

▪ Unit Testing

▪ 2nd Upgrade Pass

▪ Optimization of Upgrade

scripts

▪ Executing SIT

▪ Creating Training Material

▪ Conference Room Pilot

▪ Training

▪ Supporting UAT

▪ Perform Code Catch Up

▪ Supporting UAT

▪ Resolution of issues or bugs

▪ 3rd Upgrade Pass

▪ Optimization of Upgrade

scripts*

▪ Execute Mock Run

▪ Go Live Preparation

▪ Execute Final Move

▪ Post Go Live Audit

▪ Post Go Live Support

▪ Transition Support

Planning &

Assessment Design

Configuration&

DevelopmentTesting & Training Deploy & Support

Project

Phases


Planning & Assessment Phase

Phase Activities

• Project Planning

• Finalization of Project Management

Templates

• Environment Study and Planning

• Functional & Customization Study

• Presentations of Delta Functionality

between PeopleSoft Application version

• Presentation of Delta Features between

PeopleTools Version

• Conduct Fit-Gap Analysis

• Conduct Keep-Drop Analysis

• Perform Initial Upgrade Pass

Deliverable Format

Initial Project Plan MS Project

Project Management TemplatesMS Word, MS Excel and MS

PowerPoint

Environment Plan MS Word

Delta Presentations - ApplicationMS PowerPoint and PeopleSoft

Application

Delta Presentations – PeopleToolsMS PowerPoint and PeopleSoft

Application

Fit-Gap Analysis Document MS Excel

Keep-Drop Analysis Document MS Excel


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

Responsibility MatrixAssessment Phase


Assessment Phase – Templates

Assessment Phase Calendar Functional Fit-Gap


Design Phase

Deliverable Format

Conference Room Pilot – I PeopleSoft Application

Functional/Technical Design

Document/sMS Word

Test Strategy and Plan MS Word

Phase Activities

• Conduct Conference Room Pilot - I (with

demo data and no customizations)

• Prepare and Finalize Functional &

Technical Design Documents

• Prepare Test Strategy & Plan


Responsibility Matrix

Hexaware Client


Prepare and Finalize Functional

Design DocumentsR P R PA (20%)

Prepare and Finalize Technical

Design DocumentsR P R PA (20%)

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



Design Phase


Design Phase – Templates


Configuration and Development Phase

Deliverable Format

Configured Application PeopleSoft Application

Retrofitted Code PeopleSoft Application

Executed Unit Test Cases MS Excel

SIT Test Cases MS Excel

Phase Activities

• Configure Application

• Retrofit Online Customizations

• Retrofit Interfaces (Inbound/Outbound)

• Retrofit Reports

• Retrofit Application Security

• Complete Unit Testing

• Prepare SIT Test Cases

• Perform Upgrade - Test Move 1


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%)




Configuration and Development Phase


Configuration and Development – Templates


Testing and Training Phase

Deliverable Format

Conference Room Pilot – II PeopleSoft Application

Executed SIT Test Cases/Results MS Excel

Training Documentation MS Word

Key User Training Web Ex / Classroom

Production Cutover Plan MS Excel/MS Word

Phase Activities

• Execute System Integration Testing (SIT)

Test cases

• Conduct Conference Room Pilot – II (with

data and customizations)

• Prepare/Update Training documentation

• Perform Code Catch Up

• Perform Upgrade Test Move - 2

• Conduct Key User Training (Utilizing Train

the Trainer Approach)

• Provide Support for User Acceptance

Testing (UAT)

• Plan for Production Cutover activities.


Hexaware Client


Execute System Integration Testing

(SIT) Test cases

R P P P R P (30%) P (30%) PA (10%)

Conduct Conference Room Pilot – II R P P R PA (20%) PA (20%)

Prepare/Update Training

documentation

R P P R PA (10%) PA (10%)

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

Acceptance Testing

R PA PA P R P (30%) P (30%) PA (10%)

Plan for Production Cutover

activities

R P P P R PA (30%) PA (30%) PA (10%)




Testing and Training Phase


Testing and Training Phase – Templates


Deploy and Support Phase

Deliverable Format

Production Ready Application PeopleSoft Application

Resolution to bugs in Production (if any) MS Excel

Post Production Support Plan MS Excel/Word

Phase Activities

• Perform Upgrade Mock Run

• Perform Final Move – Cutover to

Production

• Provide Post Production Support


Hexaware Client


Perform Upgrade Mock Run R P P P R PA (30%) PA (30%) PA (10%)

Perform Final Move – Cutover to

ProductionR P P P R PA (30%) PA (30%) PA (10%)

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




Deploy and Support Phase


Sample Timeline

Project Team

▪ Project Manager

▪ Functional Consultant

▪ Technical Consultant

▪ QA Consultant

▪ Upgrade Specialist

Passionate

Employees

Innovative

Services

Delighted

Customers


PeopleSoft Update

Manager


Application Releases

PUM Image - ..x

PUM Image - 2

PUM Image - 1

PRP Update Package

Delivery Model - PUM

PUM image

Cumulative Images

All updates are rolled into

next Image


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

Passionate

Employees

Innovative

Services

Delighted

Customers


Features Adopted by

Customers


Peoplesoft UI Evolution

1994

1997

2000

2002


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


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.


Time and Labor Work Center


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


Life Events Activity Guide


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


Pivot Grids


❖ Record and Playback tool

❖ Automates Functional testing within

PeopleSoft Application

❖ More tests - Greater Accuracy- Shorter time

❖ Stored in Database as App Designer Objects

PeopleSoft Test Framework


Robust Test Development Platform

PTF EXPLORERPTF EDITOR

Developing Tests


Benefits of PTF

❖ Automated testing

❖ Consistent across environments

❖ Functional testing

❖ Speeds testing

❖ Reduces testing time and resources

❖ Easy to migrate


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

FSCM• 4027 Test Scenarios

• 17189 Reusable Test cases

• 75 Reusable Test Libraries

HCM• 5306 Test Scenarios



ELM• 975 Test Scenarios



HCM ELM

SCM FSCM E2E & Integrations

FMS

39%

52%

9%

Test Scenarios Distribution

FSCM HCM ELM

Absence Management 94

Benefits 133

eCompensation 291

ePerformance Management 329

eProfile And Mgr DskTop 142

Global Payroll Core and Country

Extensions 866

Human Resources 1101

Payroll for North America 274

Recruiting Solutions 631

Stock Administration 162

Time and Labor 991

Blended Learning 21

Business Objects 85

Certification and Curriculum 52

Self Service 21

Course Structure 17

Customer Feedback Loop 61

Enrollment 189

Financial Integration 26

French Features and Cost Track 84

Learner Experience 59

Resource Management 83

SES 128

Social Learning 52

ALM - Asset Management 118

ESA - Contracts 68

ESA - Expenses 100

ESA - Front Office Pay Bill 186

ESA - Project Costing 151

ESA - Resource Mgmt. 29

FIN - Accounts Payable 466

FIN - Accounts Receivable 95

FIN - General Ledger 76

FSCM_Common Regression

Cycles8

CFM - BILLING 238

CFM - eBill Payment 30

CFM - Order Management 304

MGIN - Cost Management 22

MGIN - Inventory 350

SCP - Supply Planning 286

SRM - eProcurement 576

SRM - Purchasing 365

SRM - Services Procurement 110

SRM - Strategic Sourcing 132

SRM - Supplier Contract Manage 117

EX_Payroll_GL (9.1 & 9.2) 83

FMS_OTC92(Order To Cash) 59

FMS_PTC92(Propose To Credit) 39

FMS_PTP92(Procure To Pay) 66

FMS_STC92(Service To Contract) 46

Payroll_GL (Payroll to GL) (9.2 &

9.1)41

FMS & SCM Integrations 91

End to End Flows 122

Only company

partnered with

Oracle in PTF Test

Development and

has got 10K+ PTF

Shell Test and

40K+ PTF Test

Scripts

“

”


Why PTF

PS 9.2 Upgrade

▪ Vanilla repository will be updated with modified

functionality, these scripts will be baseline for all

future upgrades

▪ The PTF scripts can be used while applying

Images which will be released on a regular

basis

Hexaw

are


PeopleSoft 9.2 - New Tools FeaturesPUM – How is it different ? PeopleTools 8.56 new features

Elastic Search

ElasticSearch is the new search engine in 8.56, but it was also released in the 8.55.11 Patch. It’s an easier deployment and boasts easier maintenance, with the same end-user search experience.

PeopleSoft User

Interface

PeopleSoft is introducing a new style sheet called Classic Plus, which is where a classic page will mimic the look and feel of Fluid to minimize visual differences and provide a single user interface.

PeopleSoft Update

Manager Analytics

These give you the insight to your maintenance applied to the environment,

Page Composer

Page Composer is specifically built for making the implementation of approvals simple and easy to maintain. With Page Composer, administrators can modify the contents, layout and format of Fluid Approval Pages without having to customize the underlying PeopleTools managed objects.

• A full fledged environment

• Ready to use• Quick provisioning• Test yourself

• Explore new features• Package/fix extraction• No more Bundles/MPs

etc.• Only for PS 9.2 or higher

Key features

Oracle Releases Bug fix

Apply in Dev

Retrofit

QADeploy

User Acceptance

PeopleSoft Maintenance

cycle

PUM image

Passionate

Employees

Innovative

Services

Delighted

Customers


Case Study


Case Study 1: Leading distributor of Natural Gas - PeopleSoft HCM & FSCM 9.2

Upgrade

Client is one of US’s preeminent distributors of natural gas, their

business engagements consist of natural gas distribution operations,

wholesale services and energy investments.

About the Client

• PeopleSoft HCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)

• Core HR, Ben Admin, Base Ben, Time & Labor, NA Payroll,

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,

Contracts, Expenses, eBill, eProcurement, General Ledger,

Accounts Payable, Project Costing, Purchasing, Accounts

Receivable, Resource Management and Supply Planning

• PeopleSoft ELM Tools Upgrade from 8.50 to 8.53 Version.

• PeopleSoft 9.1 Portal Re-Implementation.

• Oracle Upgrade from 10g to 11i.

• Only Technical support provided for all the above mentioned

activities.

Project Scope

• Project Execution Model - Onsite-Offshore

• Project Duration – 12 months

• Team Size – 52

Engagement Details

• PeopleSoft 8.9 HCM, PeopleSoft 8.9 Fin, PeopleSoft 9.0 ELM and

PeopleSoft 9.0 Portal environnements.

• Oracle Solaris System to host the applications.

Technical Environment

• Big Bang Go Live Approach of all the projects identified in the

Scope. Detailed planning of individual tasks helped develop a

contingency plan for this.

• Controlling Scope and finalizing the most visible functionalities like

Portal Look and feel, Manager Dashboard, Self service

functionalities etc. were initially a challenge.

• Making the environment(s) available to the employees outside the

network was also a technical challenge.

• T&L Timesheet customization issue

• Direct Line Reports Pagelet population

Key Challenges

• Single Portal for employees, managers etc., and accessibility to

the details through Unified Navigation.

• Ability of employees to access the system outside the network

was widely recognized.

• Automated work flow approvals, guided navigations through work

centers to achieve tasks etc., were received well with the users.

• Custom developed contents that helped users perform specific

tasks like enrolling to benefits etc., were very user friendly.

Business Benefits


The client is a children’s hospital based in California, United States.

It has consistently been rated as one of top 10 children’s hospitals in

the US, winning awards and accolades for its pediatric treatments.

About the Client

The implementation involved:

• Upgrading from PeopleSoft FSCM & HCM 9.1 to PeopleSoft

FSCM & HCM 9.2

• Upgrading PeopleTools 8.53 to PeopleTools 8.54

• 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

Project Scope

Case Study 2: Leading Hospital in California - PeopleSoft FSCM &

HCM 9.2 Upgrade

• 5x Improvement in Approvals Processes (Previously 5

days/Now 1 Day)

• 5x Improvement through automated redesigned hiring process

for Position Requisition Creation (from 5 days to just 1).

• Enhanced Operational Insights through customized

WorkCenter.

• The mobile capabilities were enhanced by the fluid interface to

ensure a superlative user experience across devices, and

contributed to ease-of-adoption and increase in productivity.

Hexaware used an Onsite Offshore model to execute this 8-month

project with 5 team members working onsite at the client location

and 4 team members working offsite in India.

Engagement Details

The client was using PeopleSoft FSCM & HCM 9.1



Leading US based Membership and Interest group which provides

insurance coverage

About the Client

The implementation involved:

• Upgrade from PS HCM 9.1 to HCM 9.2

• Upgrade from PS ELM 9.1 to ELM 9.2

• Upgrade PeopleTools from 8.52 to 8.54

• Upgrade the following modules:

• Human Resources/Workforce Administration

• Benefits Administration, Base Benefits

• Talent Acquisition Manager/Candidate Gateway

• North American Payroll

• Time and Labor

• ePerformance

• eDevelopment

• ePay

• eProfile

• Compensation (eComp, Variable Compensation)

• eProfile Manager’s Desktop

• Enterprise Learning Management

• Implement new 9.2 features (Pay Check Modeler, Benefits Life

events, WorkCenter, Pivot Grids, SES)

• Redesign Manager Self Service workflow (Delivered and

Custom)

Project Scope

Hexaware used an Onsite Offshore model to execute this 8-month

project with 5 team members working onsite at the client location

and 4 team members working offsite in India.

Engagement Details

• PeopleSoft HCM 9.1

• PS ELM 9.1

• PeopleTools 8.52


• New 9.2 features like Life Events, Paycheck modeler

• Redesigned centralized Approval Workflow

• Improved employee experience using Dashboards ,WorkCenter,

Activity Guides and pivot grids

• Readiness for Fluid and mobile interface.

Case Study 3: Leading US based Membership and Interest group which

provides insurance coverage - PeopleSoft HCM & PS ELM 9.2 Upgrade


Case Study 4: Leading Multinational Bank – PeopleSoft HCM 9.2 Upgrade

▪ Client is one of the leading global custodian banks, serving a broad range

of consumer, commercial, corporate and institutional clients. They provide

trust, custody, investment management, and banking services to individual

and institutional clients throughout the world.

About the Client

1. Employee Photos Used the Peoplesoft feature to upload photos.

Stored in Peoplesoft and Visible on Org-Chart and

Mangers/Employees/Admins.

2. Related actions for managers Used for link various action based on

the components and security the manager has on the direct/indirect line

report. Used for Job, Training, Performance management, etc..

3. Workcenters for Time and Labor/EPerformance: These have been

configured for managers and employees to capture the information.

4. Dashboard for Talent Management: One-Stop shop for the managers

to view there employees and information about them.

5. Activity Guides for Benefits : New functionality for employees to

create life events

Business Benefits

• Project Execution Model - Onsite-Offshore

• 7 to 8 Team Members

Engagement Details

3) Database Performance: Along with upgrade from Tools 8.52.06 to

8.53.09 we also did database from Oracle 10g to Oracle 11g. We faced

some performance issues

4) PUM application/Update Manager : Application of patches and

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

a bit then in itself becomes a project

5) Activity Guides: Configuration and setting up activity guides was a

challenge

Key Challenges

• PS HCM 9.0 to 9.2 Upgrade

• Module

• Workforce administration & benefits

• e-performance management

• E-learning, Talent management

• compensation (custom)

• Time & Labor

• NA Payroll & Global Payroll

• Custom interface with third parties

Scope

1) Time and Labor rules: Complex time and labor rules used across North

America, EMEA, APAC approximately 276 rules from 20 countries. The

templates delivered earlier had changed between 9.0 to 9.2 giving

different results.

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.

Key Challenges


Hexaware - PeopleSoft Experience and Expertise

1

PeopleSoft

Expertise 5

3

7

Oracle Platinum Partner

1200 + PeopleSoft Consultants

600+ PeopleSoft Projects completed successfully

120 + PeopleSoft Upgrade Projects completed

50+ PS HCM Project completed in the last 5 years

40 + PS FSCM Project completed in the last 5 years

Over 50 PS 9.2 Upgrades/ Implementations

6

2

4

Passionate

Employees

Innovative

Services

Delighted

Customers


Thank you

Email ID : [email protected]

www.hexaware.com