Download - PeopleSoft Application Upgrades:
APPROACH FOR UPDATING ROADMAP PROJECT ESTIMATES
PeopleSoft Application Upgrades: Duke Energys Story
1About UsKelley WillisIT Team Lead PeopleSoft and Testing Services
22Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
33Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryCompany Profile150+ years of serviceFortune 500$100 billion in assetsStock dividends for 80+ yearsTraded on NYSE as DUKDow Jones Sustainability IndexCompleted Merger with Progress Energy to form the Largest Electric Utility in U.S.Electric Service Areas in 6 states: North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky
44Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryCompany Profile (cont.)104,000 square miles of service area49,600 MW of regulated generating capacity7.1 million retail electric customers500,000 retail gas customersGeneration Facilities in North, Central and South America
55Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryCarolinas Service Area and Generation Facilities6
6Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryMidwest Service Area and Generation Facilities7
7Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryFlorida Service Area and Generation Facilities8
8Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryInternational Facilities9
9Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryIT @ Duke Energy3000+ IT PersonnelCentralizedBreak Down:Functional SupportApplication SupportOperations (Server, DBAs, Network, etc)PeopleSoft Specific:4 PeopleSoft Technical Administrators12+ PeopleSoft Application Support/Development Resources (on\off shore)
1010Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
1111Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision History12PeopleSoft History @ Duke Energy199719982000FinancialsHRVersion 6.0Travel and ExpenseFinancialsHR Version 7.5
HR Version 5.0
2002Travel and ExpenseFinancialsHR Version 8.0
2003Supply ChainVersion 8.0
2007FinancialsVersion 8.9
2009Travel and ExpenseVersion 8.9
2012 Travel and Expense FinancialsVersion 9.112Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft @ Duke EnergyPeopleSoft 9.1Modules:General Ledger (Journal Entries: ~25K (headers), ~4M(lines) /month)Accounts Payable (Vendors: ~1600)Accounts Receivable (Bills: ~1200/month)Project Costing (Projects: 800+)Travel and Expense (Reports: ~7000/month)PeopleTools 8.52
1313Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft @ Duke EnergyDatabase Platform: Oracle 11g R1 on AIXWeb, Application, Process Scheduler (nVision/ Crystals)Windows 2008 ServersVirtualized, VMWareProcess Scheduler for Batch (SQR, COBOL, AE)AIX 6.1Cybermation ESP Scheduling Agent
1414Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft @ Duke EnergyPeopleSoft Paths(1 Production Support and 2 Project)Comprised of 14 Instances:3 Demo3 Dev3 Test1 QA1 Performance Test1 Training1 Production Support1 Production Environment
1515Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision History
16PeopleSoft @ Duke Energy16Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
1717Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPast MistakesStopped loading tools upgradesImplementation failuresInsufficient testingLack of application maintenanceNo strategyBroke/fix situationExcessive customizationThousands due to no oversight/governancePainful, expensive bundles and upgradesLittle interest from non-IT partnersMaintenance = burden
1818Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistorySeeds of ChangeLack of visionSOX deficienciesLengthy financial closeLack of automationConflicting reportsNo scalability Excessive overtime, rework, etc
1919Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
2020Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryThe End GoalsSupportable systemsScalable systemsBusiness/IT synergyDefined strategies and processesAutomationCentralized governance Commitment to best practices and standardsCommon platforms
2121Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryHow We Reached Our GoalsFinancial Re-Engineering Project 2006-2010 (FRE)PeopleSoft Upgrade (8.0 to 8.9)Database platform change (DB2 to Oracle)New Financial HUB (scalable reporting platform)Defined methodology across all projects.Adopted best practices FRE evolved into the Finance Program Office (FPO)Financial systems roadmapCommitment year after year Roadmap items include:Upgrades/Patching and incorporation of IT operations changes
2222Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision History
23Financial data validation and integration is controlled through the FIHUB
The FIHUB is the single source for management and regulatory reporting
Future systems replacements will be simplified as all point-to-point interfaces have been eliminated
Finance IT Architecture23Project FocusAcross all efforts regardless of sizeFunctional and technical leadershipInternal/dedicated and experienced team lead resourcesProduction Support involvementLeverage off-shore resources, when neededFocus on change management from outsetPhase gate approach
2424Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
2525Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft StrategyMaintenance packs annuallyBundles and Individual updates will be applied on an as needed basis only.All activities defined and detailed on work plansPeopleTools applied on an annual basisTwo flavorsMajor upgrade (i.e. 8.51 to 8.52)A patch or dot release (i.e. 8.52.12 to 8.52.14)
2626Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft Strategy (cont.)PeopleTools Critical Patch Updates (CPUs)Quarterly basis, as delivered.These will be treated the same as other Security Patches applied to Dukes infrastructureThe CPU will be applied to Test for a period of one monthAfter one month the patch will be applied to ProductionNo set test phase will be executed for these small patches
2727Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryHow We Do ItPeopleSoft efforts at Duke are divided into phases:Plan & AnalyzeDesignBuildSystem Testing DeployDedicated project pathsProduction changes retrofitted
2828Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryTools We UtilizeChange Impact AnalyzerAnalysis\DesignChange AssistantBuild\DeployPHIREBuild\Test\DeployQuality CenterTestPerformance Testing Tools (HP Performance Center)Test
PeopleSoft Test FrameworkTestTesting Center of ExcellenceTest
2929Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft Test Framework - OverviewAutomated testing framework delivered with PT 8.50 and later at no additional costSignificant step in Oracles push to reduce upgrade project costsTest scripts are tools objects which are migrated between environmentsFully functional testing suite including:Test script repository Record and playback for scriptingScript execution trackingScript change-impact analysis tool
3030Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft Test Framework Overview (cont.)Suggested uses for PeopleSoft Test Framework:Impact analysis for tools and application upgradesStoring core set of scriptsUnit and String testingPass 1 environment shakeout testingRegression testingExecution of scripts with defined input and results
3131Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft Test Framework BenefitsBenefitsSignificantly reduces change impact analysis time by identifying impacted scriptsAutomated testing to increase efficiency and accuracyReduces testing time and resourcesVisibility of usage of online functions (usage monitor)Test scripts can be easily migrated between environmentsEnsures coverage of functionalityEnables consistent testing across environmentsNo additional software cost
3232Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleSoft Test Framework ChallengesChallengesShift in thinking for unit and regression testing Forces structure for test data rather than on-the-fly testing Requires recording of all core test scripts (complete)Test executions are tracked in PeopleSoft...not Quality CenterIf using QC and PTF together, scripts would have to be maintained in both places.Script execution could be done in PTF with link to results pasted to QC.
3333Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryAgendaAbout Duke EnergyPeopleSoft at DukePast MistakesOur Change in CourseHow Duke Keeps Pace With PeopleSoftOn the Horizon at DukeQuestions?
3434Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryPeopleTools upgrade from 8.52 to 8.53Timeline:
March 2013April\MayJune\JulyBuildSystem Test &Performance TestTrainingAnalysis & Design
August 2013Deploy
35Current Example35In FlightPeopleTools 8.53 Upgrade in 2013Evaluate Selective PatchingVirtual Demo Environment Accept Patches that are desiredRobust process to apply feature packsOracle 11G R2 Database Upgrade
3636Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision HistoryRecapMaintenance strategy needs to map with enterprise IT goals
Strive to best-in-breed for our accepted process
Add value and save time for our user by streamlining testing
Have a game plan to stay as current as you can
3737Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision [email protected]
38Questions?38Revision DateVersionDescriptionAuthorApproval DateVersionNameSignatureApproval HistoryRevision History
Tax Accounting
ConsolidationInformation
Non-FinancialStatistics and Information
Finance Information Hub (FIHUB)
Treasury
Treasury &Cash Management
Investor Information
Planning, Budgeting& Forecasting
Asset Accounting
Project Costing
General LedgerPayables
Receivables
Customer & Misc Billing