Don't Just Upgrade - TRANSFORM! Learn how to make the most of out OOTB PeopleSoft 9.2 features, Accelerate and Automate Testing using PTF, Automate via Workflow, Optimize Business Processes, Reduce Change Management Costs, Switch from Crystal to BI Publisher reports, Accelerate with a 4-week Lab Upgrade, Accelerate with a 90-day PeopleSoft 9.2 Upgrade, Use Astute's 9.2 Sandbox to accelerate Fit-Gap

1. h t t p : / / w w w . b e a s t u t e . c o m
PeopleSoft 9.2 Upgrade
Roadmap and Planning
Part 1 of a multi-part PeopleSoft 9.2 Webinar Series
Presented By: Arvind Rajan
Peoplesoft@beastute.com

2. Agenda
2 Astute Business Solutions
• Plan Your Upgrade with a Health Check
• Don’t Just Upgrade – Transform
• Conduct Impact Analysis with Fast Track
• Use Upgrade Accelerators – Lab, Sandbox
• Manage Change with PTF
• 9.2 Upgrade Q&A

3. Arvind Rajan – Speaker Bio
3 Astute Business Solutions
• Co-Founder and PeopleSoft Practice Lead at
Astute Business Solutions
• PeopleSoft Solution Architect with 15 years of
experience in implementing, upgrading and
managing PeopleSoft applications
• Experienced in PeopleSoft HCM, FSCM, CRM,
EPM, CS and Portals for Healthcare, Higher
Education, Financial Services, Distribution,
Manufacturing, Professional Services and Non-
Profit organizations
• Recent speaking engagements include Oracle
Open World, Quest Midwest, DMUG, NorCal
RUG, Collaborate and many others.

4. 4 Astute Business Solutions
• Implement
• Upgrade
• Maintain
• Transform
ORACLE Partner
IT Services
PEOPLESOFT Experts FUSION APP Leaders
• GRC
• Health Checks
• Process Optimization
• IT Roadmap
Strategy Consulting
• Healthcare
• Higher Education
• Professional Services
• Financial Services
Industries
• 90-Day Upgrade
• Data Spii
• Manager Dashboard
• Fast Track
Solutions
Enterprise Solutions
• Software Implementations -
From Concept to Go-Live
• Upgrades and Maintenance –
Application Upgrades,
Patches/Fixes, Tools
Upgrades, DB Upgrades
• Application Outsourcing –
Support and Maintenance
Domain Expertise
• Human Capital, Financials,
Supply Chain, CRM
• Governance, Risk and
Compliance (Data Privacy)
• Business Intelligence –
Analytics, Reporting, Data
Warehouses
• Content Management –
Integration and Automation
Products & Solutions
• Fast Track – PeopleSoft
Upgrade Impact Analyzer
• Data SPII - Data Privacy
Solutions for PeopleSoft and
Oracle
• Health Check for Upgrade
• Smart Watch Application
Support Services
I T S E R V I C E S
Astute Business Solutions - Overview

5. 5 Astute Business Solutions
Human Capital
Management PeopleSoft Expertise
CRM
Campus
Solutions
Customer
Relationship
Management
Implement
• Configure, Enhance
• Extend, Integrate
Maintain
• Upgrade
• Support
Transform
• Process
• Performance
Consult
• Analyze
• Recommend
Augment
• Temporary Staffing
• Contract to Hire
Financial and
Supply Chain
Management
Portals
Astute Business Solutions – PeopleSoft Expertise

6. Webinars on PeopleSoft 9.2
6 Astute Business Solutions
Topic Date
Business Transformation using HCM
9.2
May 17th 2013
(Archived on http://www.beastute.com)
Transformation using FSCM 9.2
Jun 14th 2013
(Archived on http://www.beastute.com)
Top 10 Reasons to Upgrade to HCM 9.2
(OHUG)
July 10th 2013
(Archived on http://www.beastute.com)
PeopleSoft 9.2 Upgrade Health Check
and Accelerators
Aug 7th 2013
Automate your 9.2/9.1 Testing with
PeopleSoft Test Framework
Aug 21st 2013

7. 7 Astute Business Solutions
Upgrade
Business Drivers
VOLUNTARY IMPROVEMENT FORCED UPGRADE
• Improved functionality
• Reduce Customizations
• Develop with Ease
• Standards based tools
• New BU’s/Companies
• More Users
• Instance Consolidation
• Stay on supported release
• Extend investment value
• Postpone decision on Fusion/Other ERP
• New Architecture
• Platform Improvements
• Streamlined Integration
• Improved Reporting
New Functionality
Expansion & Consolidation
Maintenance & Support
Technology Upgrade
Upgrade Business Drivers

8. Astute Business Solutions
HEALTH CHECK
FOR UPGRADE
14

9. Health Check – A Holistic View
NEW MODULES, INTEGRATE, EXTEND
OPTIMIZATION, RE-ENGINEERING, AUTOMATION
Astute Business Solutions5
HEALTH CHECK
FOR
TRANSFORMATION
PEOPLETOOLS/BATCH CUSTOMIZATIONS, INTEGRATIONS
SECURITY
APPLICATION FUNCTIONAL ANALYSIS, DE-CUSTOMIZATIONHEALTH CHECK
FOR
UPGRADE *
OS, NETWORK, 9.2 ARCHITECTURE AND SIZING,
VIRTUALIZATION, CLOUD SOLUTIONS
APP/WEB/BATCH, LOAD BALANCING, SECURITY,
FAILOVER, SCALABILITY, PERFORMANCEHEALTH CHECK
FOR
INFRASTRUCTURE
GAP ANALYSIS
BPR RECOMMENDATIONS
NEW MODULE/FEATURE
BENEFIT ANALYSIS
UPGRADE ROADMAP
PROJECT PLAN
EFFORT AND COST
ESTIMATES
CUSTOMIZATION
ANALYSIS
ARCHITECTURE DIAGRAM
RECOMMENDATIONS FOR
VM, CLOUD, SCALABILITY,
PERFORMANCE,
SECURITY

10. Health Check for Upgrade - What are we offering
• Analyze your current application configuration and customizations
• Define an Upgrade Roadmap and Plan to mitigate risks and ensure success
• Estimate project effort and costs for both vendor and client teams participating in the upgrade
• Provide best practice recommendations for upgrade
10 Astute Business Solutions
The Health Check for Upgrade service evaluates major functional and technical areas of your
PeopleSoft Enterprise application and business processes, paying particular attention to
customizations, gaps between your current/future needs, and how your applications are
configured today.
The assessment looks for ways to:

11. Health Check for Upgrade - Approach
HEALTHCHECK
FOR UPGRADE
FUTURE
STATE
RECOMMENDA
TION
CURRENT
STATE
ASSESSMENT
Application and
Process Discovery
Focused on
Current Business
Challenges and
Gaps
Cost-Effective
Recommendations
Focused on Helping
YOU Succeed in
Your Upgrade
Initiative
11
Scope Definition Customer Discovery Detailed Assessment Health Check Report
Astute Business Solutions

12. Health Check for Upgrade - Engagement Model
• Evaluating existing software configuration
• Closing software functionality gaps
• Addressing modified business processes
• Addressing evolving market pressure
• Improving user skills & documentation
• Enhancing support
Define
Health Check
Scope & Plan
Gather Current
Application &
Process State
Detailed
Assessment
and interviews
Define
Opportunities
& Solutions
Targeted focus on understanding the
current business environment and high-
impact improvement opportunities
12
1 2 3 4
Astute Business Solutions

13. Engagement Detail – Scope and Discovery
Scope Definition – 1 DAY
• Tailor pre-built discovery questionnaires based on the
defined scope of your applications and business processes
WHO: Astute Consultant(s)
• Initial call held with customer to set expectations, request
various pieces of customer documentation, explain discovery
questionnaires, and set schedule for on-site interviews
WHO: Astute Consultant(s) and Customer PM
Customer Discovery – 2 DAYS
• Customer provides completed discovery questionnaires and
requested documentation
WHO: Key Users
• Review documentation and prepare for on-site interview
WHO: Astute Consultant(s)
13 Astute Business Solutions

14. Engagement Detail – Detailed Assessment and Report
14 Astute Business Solutions
DETAILED ASSESSMENT – 2-3 DAYS
Not part of 2-Day Health Check Kick-off Meeting
• Provide an overview the process, set expectations, and confirm
the scope of Health Assessment
• WHO: Entire team
Fact Finding Interviews
• Meet with key users to obtain detailed information on
applications and business processes
• WHO: Key Users, Astute Consultant(s)
HEALTH CHECK REPORT - 2-3 DAYS
Prepare Report
• Review data, benchmark against best practices,
prepare report with findings and prioritized recommendations
• WHO: Astute Consultant(s)
Present Report
• Discuss findings, recommendations and next steps
• WHO: Entire team

15. Health Check for Upgrade – Key Deliverables
15
UPGRADE
ROADMAP AND
PLAN
EFFORT AND
COST ESTIMATES
CUSTOMIZATION
ANALYSIS
BEST PRACTICE
RECOMMENDATIONS
An application roadmap taking into account your business
calendar, dependencies, resources, risks, etc.
Detailed Effort and Costs estimates broken down by phase,
by milestone – based on your meta data analysis.
In-depth analysis of Customizations, Recommendations to
de-customize and do more with OOTB features
Do’s and Don’ts, Tips and Techniques, Risk Mitigation
Techniques
Astute Business Solutions

16. Astute Business Solutions
Don’t just upgrade -
TRANSFORM
14

17. • “Help me cut costs and streamline operations.”
• “I need to adapt to changing business conditions.”
• “We need to timely access to business information to make better and informed decisions.”
• “My business needs to be secure, available and protected.”
• “We must achieve stated business results.”
• “We need a single global instance to consolidate our international business units.”
• “We need an agile system that helps us compete and be responsive to our customers,
suppliers and employees”.”
• “We must reduce our carbon footprint and move to more online automated processes from
current paper-based ones.”
17 Astute Business Solutions
What is your business telling you?
Address your Business Needs with 9.2

18. 18 Astute Business Solutions
Improve Period Close with Real time
GL to sub-system reconciliation and
Collaborative Portals
PeopleSoft 9.2
can Transform
your Business
Control Data Accuracy and Improve
Data Entry Speed via Combination
Editing & SpeedCharts
Comply and Control – Implement
Financials Audit Framework
Secure your enterprise data with
PeopleTools Encryption
Collaborate – With employees,
suppliers, customers, partners
Use 9.2 to provide True Business Value

19. Strike a Balance (If you can)
19 Astute Business Solutions
• Balancing business priorities
with existing projects and
support:
• A common theme across
most organizations
• Tactical needs overtake
strategic priorities,
• Business priorities supersede
optimization efforts
• Lack of resources or
knowledge internally to
discover and take advantage of
new release features that add
business value
• Upgrade and Transform
• Extend and Integrate
• Optimize and Tune
• Manage IT Spend
• Support Existing Apps
• Manage Change

20. • Make recruiting, hiring and onboarding seamless and reach out to right talent with the right message.
• Reduce overheads and increase response times by rolling out PeopleSoft self-service and mobile
applications
• Use 360 degree view to get full visibility into employee training
20 Astute Business Solutions
HCM and ELM –
Use 9.2 to Extend and Integrate
• Use 9.2 to improve your Financial Control and Reporting Business Processes
• Extend Financial Audit Framework to track changes to supplier core data
Financials
• Extend and integrate with suppliers through SRM
• Leverage pre-built Operational Analytics/Metrics
Supply Chain
Portals – Push information to your employees and communities within your organization
in real time. Give them a platform to collaborate and share.

21. Approaching your Transformation
21 Astute Business Solutions
• Maintenance/Support Fatigue?
• Upgrade Nightmares from the past?
• Budgetary Challenges?
Business Readiness
• Is your platform scalable?
• Do you need to upgrade hardware/software?
• Are you ready to support new tools and technologies?
IT Readiness
• Do you know what’s coming in 9.2?
• Do you have a roadmap to get there?
• How can you help business and IT cope with the change?
Change Management

22. A brief guide to navigate the maze of options
22 Astute Business Solutions
• What are some of the new features in 9.2?
• How can your organization benefit?
• When should you upgrade?
At a glance
• 9.2 - What’s been added / deleted / changed?
• Would you like to compare 9.2 with 9.1? 9.0? 8.9?
• Will 9.2 solve your current problems? How can you find out?
• What do you need to do to prep for this upgrade?
• What are some dependencies that you should address?
In-depth

23. The Road(map) to Transformation
23 Astute Business Solutions
• Review current implementation, configurations and code
• Review pain points – what’s working and what’s not
• Review wish lists – must have, nice to have
Business Needs Analysis:
The Health Check for Transformation via 9.2 is a low-cost, actionable
examination of the three areas critical to any upgrade project:
• What can we transform as part of this upgrade?
• How do we enable Business and IT to manage this change?
• Do we have executive sponsorship?
Organizational Analysis:
• Infrastructure Upgrade? What’s required?
• Code retrofit and migration – what’s involved?
• New toolset – Portals, Web Services, Social, Collaboration – what should we look at?
Technology Analysis:
For details, please visit http://beastute.com/services/strategic-
consulting/health-check

24. Astute Business Solutions
Fast Track
Impact Analyzer
for 9.2 Upgrade
25

25. Upgrade Challenges
25 Astute Business Solutions
• Budget/ Resources
• Dependencies
• Contingencies
• Tech. Upgrade
• Func. Upgrade
• Test and Deploy
• Maintain
• Enhance
• Support
ASSESS
PLAN
DEPLOY
SUPPORT
• Drivers & Goals
• Impact & Change
• Architecture
• Manual approach
• Eyeball method
• Error and Bias
• Variance Factor
• Budget Overflows
• Loose Estimates
• Prolonged Dev
• Multiple Tests
• Unable to de-Customize
• Patches/Fixes
• Optimization and Tuning
• Unable to de-Customize

26. 26 Astute Business Solutions
• Speed – Critical Impact Analysis in
less time over manual efforts
• Reliability – Auto-discovery,
algorithm-based analysis
• Accuracy – No other product
simulates a Tools Upgrade prior to
the actual start of the upgrade to
give you an accurate picture of your
customizations
• Predictability – Can run Fast Track
before the upgrade to accurately
plan and budget
• Visibility - It does what PeopleSoft
Tools do AND A LOT MORE over
the traditional approach
Benefits
Traditional
Subject to error
and bias
Fast Track
Manual
assessments
In-depth analysis
Intelligent reporting
Automated discovery
Fast Track is a pre-upgrade assessment tool and service that
quickly details the upgrade effort

27. 27 Astute Business Solutions
Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort
Initial Pass: The Big Picture
Copy of
Production
database
Demo
(current
release)
Database
compare
-to identify
customizations
1 Copy
PeopleTools
tables
2
Update PeopleTools
to new version
3
Perform Application
Setup steps
7
Copy & Transform
Application data
Using DataStage jobs
9
New
Release
System
database
Back-up8
PRIMED TARGET
Final
Setup steps10
Compare custom project4
Apply customizations5
Copy PeopleTools tables
Using DataStage jobs
6
Compare Reports and
other tools don’t provide
in-depth Impact Analysis
vs. 9.0 which is critical in
estimating complexity
and effort of the upgrade.
TOOLS TARGET

28. 28 Astute Business Solutions
Compare Report does not provide Impact Analysis –
Fast Track does.
Drilldown to line of code
Intuitive grouping by Component

29. 29 Astute Business Solutions
Compare Reports don’t compare custom PeopleCode changes!
Compare on the fly

30. 30 Astute Business Solutions
Don’t Guess – Use detailed estimates by complexity ratings and change type
Custom Custom Total Custom New Custom New Total Grand Total
Row Labels High Low Medium Very High Low Medium
Asset Management 54 425.6 4 483.6 3.5 33 36.5 520.1
Target Changed 12 71.5 4 87.5 87.5
Target Dropped 42 350.1 392.1 3.5 33 36.5 428.6
Target UnChange 4 4 4
Billing 24 262 286 29 29 58 344
Target Changed 6 154 160 160
Target Dropped 18 104.5 122.5 29 29 58 180.5
Target UnChange 3.5 3.5 3.5
Bills and Routings 6 88.4 2 96.4 30.5 136 166.5 262.9
Target Changed 6 42.6 2 50.6 50.6
Target Dropped 37.8 37.8 30.5 136 166.5 204.3
Target UnChange 8 8 8
Commitment Control 6 57.4 12 75.4 2.5 19 21.5 96.9
Target Changed 6 39.5 12 57.5 57.5
Target Dropped 16.9 16.9 2.5 19 21.5 38.4
Target UnChange 1 1 1
Contracts 2 2 4.25 19 23.25 25.25
Target Changed 1.5 1.5 1.5
Target Dropped 4.25 19 23.25 23.25
Target UnChange 0.5 0.5 0.5

31. 31 Astute Business Solutions
PeopleCode Impact Analysis - Change Detail Sample Report

32. 32 Astute Business Solutions
FastTrack Behind the Scenes

33. FastTrack Deliverables
33 Astute Business Solutions
• Complete listing of online and batch custom code
• Complexity Ratings by Object Type
Discovery Phase
Fast Track
Deliverables
Complete, Intelligent
and Timely
Information
• Impact and Statistical Analysis
• Code Parsing for Online and Batch
• Side-by-Side Code Compare
Analysis Phase
• Fixed Price Proposal
• Detailed Effort Estimates
• Dashboard Reports
Reporting Phase

34. Astute Business Solutions
Fast Track
Upgrade
Accelerators
25

35. 35 Astute Business Solutions
9.2 Accelerator #1 – Astute Lab Upgrade
• Expert 9.2 Upgrade Team Who Will Accelerate Your 9.2 Upgrade
• Process Experts Who Will Analyze your Configuration and Setups
• Technology Experts Who Will Analyze your Code and Customizations
WHO
• 4 Weeks for Initial App and Tools Upgrade
• Includes Customization Analysis and Compare
• Complete Documentation
• Add-On Services – PTF, Retrofit, Fit-Gap
WHAT
• Zero Footprint Architecture
• No IT or Business Overheads
• Astute’s proven upgrade expertise and experience
WHY

36. Traditional
Upgrade
Comparison of Traditional Upgrade vs. Lab Upgrade
Astute Business Solutions
Week 1
•Kickoff and
Prep
Weeks 1-3
•Procure/Rack
Hardware
•Install OS, Vm, DB,
Storage
Week 4
•Install/Configure 9.2
•Install/Configure
Upgrade Tools
Weeks 5-7
•Perform
Initial
Upgrade
Weeks 8-10
•Generate Compare
Reports
•Analyze Compare
Reports
Week 1
•Kickoff and Prep
•Restore Client DB
into Lab
•Pre-upgrade
compare
Week 2-3
•Perform Initial
Upgrade
Week 4
•Generate Compare
Reports
•Analyze Compare Reports
Weeks 5-8 - Value Add
•Make Keep/Drop
Decisions
•Start retrofit
•Start fit-gap
•Complete First Test Move
AstuteLabs
Upgrade

37. 37 Astute Business Solutions
9.2 Accelerator #2 – Accelerated Fit-Gap for Upgrade
• 9.2 Experts with analyze your as-is and to-be processes, identify fit-gap
• Incorporate new business needs into 9.2
• Use pre-built fit-gap templates (i.e. accelerators) to expedite
WHO
• 2 Week Engagement – Fixed Fee
• First week – Workshops with Business and IT, Gather Requirements and Docs
• Second week – Analyze and prepare fit-gap reports
• Validate with Client and present final deliverable
WHAT
• Do this BEFORE your upgrade (we will provide our 9.2 sandbox for this)
• Go straight into upgrade retrofit and testing after initial pass
• Astute’s proven upgrade expertise and experience
WHY

38. 9.2 Accelerator #3 – 9.2 Sandbox in the Cloud
38 Astute Business Solutions
• Take it for a test drive and checkout new features
• Consult with our experts - we can prototype new release features mapped
to your business requirements and showcase them to you
• See it in action – we can configure the Sandbox to mimic some of your
processes and showcase them to you
Astute Business Solutions has multiple instances of PeopleSoft
HCM and FSCM version 9.2 up and running –
get your own instance provisioned instantly by Astute today
• For details, please visit http://beastute.com/solutions/astute-labs
• Visualize your organization on 9.2 - We can design, prototype, test and
demonstrate new release features as part of your Lab Upgrade and give you
access to test it online
Consider a Lab Upgrade – Save time and money and let our
experts do the heavy lifting for you

39. Over 500 pre-built PTF scripts for HCM and FSCM 9.2 –
PLUG and PLAY
• Zero test script development time for you
• Instant start for Vanilla Functionality Testing
• Smaller incremental effort to include customizations
• Use time saved on test automation and more testing
• Savings on cost to buy a separate test automation software
• Look for a demo from Astute in Aug 2013 on PTF and our PTF
Accelerator pre-built script library
9.2 Accelerator #4 – FasTest PTF 9.2 Test Library

40. Overview - PTF Features and Benefits
40 Astute Business Solutions
Replicates the actions of a single user executing
functional tests against the PeopleSoft browser-
based application.
Automation of functional
testing
Regression Testing tool
Execute the recorded test scripts (after an upgrade or
a patch) against the application to verify whether the
application still behaves as expected.
Reduce testing time and effort
Create reusable repository of test scripts. Conduct
frequent test cycles. Greater accuracy and reduced
testing efforts.
Access to Test Maintenance and Test Coverage reports.
Reporting
Easy to Migrate Can be included in upgrade projects and moved to a
new database as part of the upgrade process.

41. PTF Usage Scenarios
Astute Business Solutions
Unit Test
System
Integration
Test
User
Acceptance
Test
Regression
Test
Test
Automation
When to use PTF:
• Testing application after deploying
patches and fixes
• Limited functional resources to
participate in testing
• Limited availability of testing
documentation
• Highly customized environment
• New Implementation projects
• Upgrade projects

42. Astute Business Solutions
Want more?
Additional Resources from Astute Business
Solutions on PeopleSoft 9.2 New Release Features
are available at
http://beastute.com/resources/guides-and-fact-
sheets
Astute Business Solutions is on Slideshare –
checkout all our PeopleSoft 9.2 presentations
13

43. Thank You
h t t p : / / w w w . b e a s t u t e . c o m