uc berkeley ps 9 2 upgrade - lessons learned lessons earned
TRANSCRIPT
Lessons Learned, Lessons Earned: PeopleSoft 9.2 Upgrade Journey
August 22, 2014
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Presenters
Jason Moebius, Managing Director, Huron Consulting Group
Delphine Regalia, Assistant Vice Chancellor and Controller, UC Berkeley
J.R. Schulden, Associate CIO, UC Berkeley
Melanie Stapelman, Product Management Director, PeopleSoft Grants &
Revenue Contracts, Oracle
Suresh Mothikuru, Director, Huron Consulting Group
Huron Consulting Group ABOUT US
Huron Consulting Group is an Oracle Platinum Partner providing consulting services in the following specific industries. Our focus and concentrated expertise is key to our strength and success.
Helping hospitals improve quality, increase revenues, reduce
expenses and enhance patient/employee satisfaction.
Helping corporate legal departments and law firms control
costs and improve efficiency related to discovery and operational challenges
Helping universities, academic medical centers, and pharmaceutical companies control costs, grow revenue,
manage risk, and improve financial and operational performance.
Helping corporations address financial and operational
matters.
Education and Life Sciences
.
Legal
Healthcare
Financial
Our Focused Approach
to the Marketplace
Huron ERP – Education, Healthcare, Public Sector
4
Huron ERP Practice • Over 200 Oracle professionals with wide-
ranging expertise in all PeopleSoft applications • Platinum member of Oracle’s Partner Network • Experience in more than 90 large-scale
PeopleSoft ERP planning, implementation and upgrade projects in Financials, Grants, eProcurement, HCM and Campus Solutions
• Leading expert on version 9.2, serving as Beta Test Partner and five active projects
• We currently have active implementation or upgrade engagements in every major pillar of the PeopleSoft suite: Financials, HCM, Campus Solutions, OBIEE and Hyperion.
• Partnered with Oracle Development for continuous improvement initiatives and testing with the Grants suite, Labor Distribution and Procurement, as well as the development of the business case for the Grants Suite
ERP Service Offerings IMPLEMENTATIONS, UPGRADES, ASSESSMENTS, AND QUALITY ASSURANCE
New ERP Implementations
ERP Upgrades
Implementation Quality Assurance
Post Implementation/Process Improvement
IT Strategy Roadmap and Governance
Optimization and Cost Reduction
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Modern Enterprise Software PeopleSoft 9.2 Delivers
Consumer Internet UX
Configurable Processes
Information Delivery
Simplified Productivity
Enables a Mobile Workforce
Easy to Adopt and Manage
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Influence Direction and Network With Peers Product and Industry Focused Groups
Higher Education Industry Strategy Council
Customer Advisory Boards
About University of California, Berkeley
Berkeley PeopleSoft 9.2 Program
Rationale for Upgrade Program: 1. Unstable Platform for Legacy
Grant System 2. System Enforced Controls 3. Expiring Support Window 4. Need for New 9.2 Functionality 5. Upgrade to leverage 9.2 Grants
System
Expected Benefits: 1. Streamlined Grants processes 2. Increased reporting capabilities 3. Retirement of modifications 4. Improved workflow 5. New functionality 6. Improved financial compliance
The university identified the need to replace existing legacy systems and modernize the existing Financial system
Timeline
2012 Dec Feb Apr Jun Aug Oct Dec Feb
Apr Jun
2014
Grants Go Live Upgrade Go Live
4/2/2014
Planning
12/17/2012 - 3/1/2013
Upgrade 6/32013 - 4/2/2014
Grants & Contracts Implementation 3/2/2013 - 7/8/2014
Plan
Fit/Gap Dn Dv Test I
Design Development Test I Fit/Gap
7/8/2014
2013
Concurrent Projects
10
Time
Contracts
and Grants
*Denotes projects with multiple phases
*CAL Answers Fall 2014 MEDIUM
Kuali Coeus Upgrade 9/30/2013 MEDIUM
Primavera Unifier
TBD MEDIUM
PeopleSoft 9.3 Upgrade
HIGH
PeopleTools Upgrade 6/7/2013 MEDIUM
UCOP COA Redesign 7/1/2013 MEDIUM
CDS TBD LOW
BearBuy Upgrade
TBD HIGH
*UCPath TBD HIGH
UCB COA Redesign 8/30/2013
HIGH
Travel & Entertainment
TBD HIGH
Kuali Coeus Budget Module
8/21/2014 HIGH
Non-Grants Project
TBD LOW
*Cal Time November 2014
HIGH *PI Portfolio 5/31/2013
HIGH
*Campus Shared
Services 12/13/2014
LOW
Fringe Assessment May/Jun 13
LOW
UCB COA Cleanup 4/30/2013
LOW
*InvAR Spring 2013
LOW
Cal Planning 5/31/2013
LOW
Within the calendar year
First half of 2015
Second half of 2015
Not sure
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
When is your organization planning on starting an upgrade to PeopleSoft v 9.2?
Berkeley PeopleSoft 9.2 Program
Key new functionality: PUM (Update Manager) AR and Billing Work
Centers Approval Workflow (AWE) eBill Payment
Invoice Images Collections Workbench Audit Logging for AR, BI,
AP, GL Integrated Grants System
Reviewed Assessed Approved
Program Approach to identifying scope:
Berkeley PeopleSoft 9.2 Program
Keys To Our Success
Project Management
Strong Coordination Across the
Organization Scope Management
Regular Quality Assessments
Support from Sponsors
The Right Project Resources
Communication Focus on Project Culture
Berkeley PeopleSoft 9.2 Program
Our Challenges
Resource Constraints
Clear Roles and Sign-Offs
Test all the Scenarios
Identify all Integrations (Manual
and System) Downtime
communications
New Functionality
Expiring Support Window
Get Current With Patches & Fixes
Other Reason
0% 5% 10% 15% 20% 25% 30% 35% 40%
What is your key reason for upgrading to PeopleSoft 9.2?
Our Journey Continues
Updating approach to application maintenance PeopleSoft Test Framework Rolling out additional 9.2 Functionality Global Search Pivot Grids Chartfield Security
Integrating new systems with PS 9.2 Continued Chartfield Redesign Replacement of Bolt-On Applications Introduction of new modules and expanded use of existing modules
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Financials Roadmap Driven by You
2012 2013
PeopleSoft 9.1 & 9.1 Feature Pack 1
• Revenue and Project Cost Reconciliation Workbenches • Contracts Workbench • Delivered FSCM Workflows • Federal Financial Report (FFR) • AR Collections Workbench (Electronic AR Statements) • Expansion of Prepaids • ChartField Security
PeopleSoft 9.1 Feature Pack 2
• Forms & Approval Builder Mapped into PeopleSoft Transactions
• Federal Financial Report – Investment Wave 2
PeopleSoft 9.2
• Supplemental Data Framework for Awards/Projects • Multi-dimensional Award/Project Rate Definition • Contracts Based Receivables Views • Transaction Order Template for Billing Limit Checking • Role-Based WorkCenters: Grants, Contracts, Billing,
AR, more • User-Configurable Pivot Grids & Charts for User
Queries/Reports • Embedded , In-Context Help • Enhanced Billing and Receivables Projects Integration • Collections by Contract/Award • More…
PeopleSoft 9.1 Feature Add-Ons
• Mobile Expense Reporting • Mobile Financial Approvals • Mobile Self-Service
Requisitioning
Post-PeopleSoft 9.2 via PeopleSoft Update Manager
• Reopen Completed Billing & Revenue Plans • Editing Completed Milestones • Auto-assignment of Project Manager at Award
Generation • Additional WorkCenter Exceptions • Contract Run Control Security Validation
Framework • Copy Award Terms • More…
Non-Exhaustive
List Enhancements Developed to Meet Higher Education Requirements
2014
Huron Spark Upgrade Solution
What is spark? Huron’s “Spark Solution” for the 9.2 PeopleSoft Release addresses these issues via a structured approach that provides leadership the information they need to understand and make informed decisions. Specialized consultants in Higher Education & Healthcare Platinum Partner of Oracle Applications Assessment to Jumpstart your upgrade Reduction of time and implementation costs Knowledge transfer to help client achieve self sufficiency
Our Spark Solution is focused on results for your organization, examples from our clients include:
40% reduction in modifications Implementation of over 50 pieces of new functionality Streamlined processing of high volume area’s such as requisitioning, processing of life
events
Thank you for joining us today
Please join our next webinar: Working Title: Business Case for Workcenters – September 26th
For any questions or inquiries please email us.
Jason Moebius Managing Director [email protected]
Suresh Mothikuru Director [email protected]
Delphine Regalia University of California, Berkeley Assistant Vice Chancellor & Controller [email protected]
J.R. Schulden University of California, Berkeley Associate CIO [email protected]
Melanie Stapelman Oracle Product Management Director [email protected]
Tracy Okamura University of California, Berkeley 9.2 Program Manager [email protected]