PeopleSoft Upgrades by HCL

In today’s world of mergers, acquisitions and globalization, organizations across

the world are spreading their horizons. In order to deliver world-class Customer
Service and to optimize utilization of their resources, many organizations have
invested in and implemented ERP solutions in unique combinations of applications
like HCM, SCM, EPM, FMS, PA & CRM that are supported on various platforms
such as Oracle, SQL Server, DB2 & Sybase.

As PeopleSoft applications continue to evolve and offer more functionality to end-

users and with the continuously changing technology, many entities are
struggling to keep pace with the growing needs of their PeopleSoft Enterprise
Resource Management Systems. In such a scenario, organizations consider
upgrades as an opportunity for enhancing business performance while reducing IT
costs.

HCL delivers end-to-end solutions & services to its clients for their PeopleSoft
upgrade requirements.

What is Upgrade
Upgrading PeopleSoft ERP solution
means moving from one version of
software to the new application
software releases, which bring new
functionality to the product. There are
also People-Tools software releases,
which update the underlying
development tools used to build and
run the application.
Why Upgrade
There are many reasons to begin
planning your upgrade to the newest
versions of PeopleSoft:

Take advantage of Enhanced
Functionality of the HCM Suite –
Person Model, Recruitment
Solutions, Talent Management,
Absence Management,
ePerformance, Learning
Management etc.

Organisations on 7x version of
the application, by upgrading,
can take advantage of current
versions of PeopleSoft systems
that are fully deployed on the
internet. Users can use any web
browser from any machine
to access the system based on
their security profiles.

Customisations that are now
delivered against the
enhanced functionalities in the
newer version can be cleaned
up leading to a cut in the
maintenance overheads.

Users of older versions of
Enterprise HCM have an
additional incentive to upgrade
in order to guarantee ongoing
maintenance. Support specific
to Updates, fixes and upgrade
scripts ended for releases 8.3
and 8.4 in March 2007.

Upgrade to a release that
provides a direct migration
path to Fusion

Use Advanced management
Reports & build reports with BI
Publisher
Upgrade Service by HCL
HCL offers a complete line of
specialized services that are
essential in delivering an upgrade
Solution.
We work closely with our customer to address End 2 End Upgrade Services
the following areas:
Our project leaders, functional and technical
experts work closely with the client’s
Upgrade Assessment Services organization, supporting the following
complete upgrade activities and transferring
Our Upgrade Assessment and Planning Service knowledge every step of the way:
includes the following activities:

Business Excellence & Infrastructure

Identification of upgrade business Assessment & Capacity planning –
drivers, objectives, and success factors Assess the current hardware & software

A detailed study of the existing system environment, customizations,
landscape extensions, modifications, localizations,

Assess the current hardware & software and interfaces and provide
environment, customizations, recommendations to eliminate
extensions, modifications, localizations, customizations using standard
and any interfaces and provide functionality.
recommendations to eliminate
Systems Upgrade Readiness -
customizations using standard Determine the skills, resources and
functionality. time required.

Identifying and mutually agreeing upon
Evaluation - Provide an upgrade plan
business process scope and budget.

Establishing project assumptions and
Project Management and Strategic
constraints and obtaining sign off Planning – Develop the overall upgrade

Understanding various upgrade paths strategy. This process will include
and factors influencing the timeline developing project vision, project

Quantifying potential resource management approach, methodology,
responsibilities and process impacts instance strategy, testing strategy, and

Documenting project risks and backup and recovery strategy.
reviewing mitigation strategies
Functional Planning – Develop the

Identifying key upgrade project overall upgrade project functional
milestones impact, user communication, training,
change management, and risk
mitigation plan.

Fit/Gap Analysis, Functional
Fitgap Services Assessment & Upgrade – Understand
the current customizations required
HCL’s experts have in-depth understanding of and new functionalities to be
all the existing versions of PeopleSoft incorporated as part of the new
application including the newest releases. release.

Technical and Security Upgrading –
Many client organizations utilize our Complete a pure technical upgrade of
knowledge & expertise to gain insight into existing environments including re-
what is changing, new functionality being application and or retrofitting of
offered, how to implement it and what could customizations for the user interface,
be the potential impact on existing data interfaces, workflow processes,
customizations. reports, and data conversions.
Application of critical Tax Updates,
This service is performed by our subject Service Packs and Maintenance
matter experts/ Business Analysts/ Functional Bundles.
Consultants. It helps organizations
Testing Services – Prepare Test Plans &
understand and evaluate the scope of change necessary custom testing scripts that
that is followed by the larger technical leverage standard testing procedures
upgrade. and incorporate regression testing.

Training and User Change Management
Manual Approach: All operations
– Determine the best approach for related to upgrade are done manually
assessing user process impact and i.e. no standard script or process
defining communication plans as well delivered by PeopleSoft is being
as to advise on necessary training and followed to upgrade. All
change management considerations. customisations /modifications are

Go-Live and Post Production Support – done manually on the target
Determine the optimal level of support database. In this approach, all gaps
necessary to maintain user service are identified and filled manually. This
efficiency during go-live period. In approach is generally used when the
addition, advice on complementary standard path is not available or the
support services can be provided. customisation level is too high, and
the differences are low between
source and target versions.

Upgrade Approaches

Hybrid Approach: This approach is
Based on the Organisation & their existing a blend of the standard and manual
systems, HCL recommends from the upgrade approach. Standard
following upgrade approaches: approach, wherein PeopleSoft
delivered processes are used for
Tools upgrade and the Manual

Standard Approach: In this approach is used for the application
approach, scripts are run in the current data upgrade.
release of the PeopleSoft instance to
upgrade it to higher release. Data Following diagram illustrates the
conversion is done using PeopleSoft approach used by HCL for upgrading
delivered scripts. This is a preferred PeopleSoft System for the Worlds
approach if the data to be converted is largest Aluminium Manufacturing
not too large, structural changes in the Company:
two releases are significant.
 Upgrade Process
HCL’s Upgrade Methodology & expert services add value at each step in the technical
upgrade process, from planning to maintenance and support. This leads to seamless
transition and helps in expediting deployment, controlling risk and simplifying change.

HCL experts support all these phases of an upgrade project performing the following tasks:

Project Management Implementation of new Application of Maintenance

Service functionality Bundles and Service Packs &
Portal/Self Service Tax Updates
Project Planning Security Security
Resourcing/Budgeting Design/Implementation and
Project Strategy Technical Project Upgrade
Day-2-Day Management Leadership Database Administration
Progress Tracking & Configuration and Tuning
Reporting Software Installation Portal Implementation
Technical Upgrade Processes
Functional Service Move to production Post Production Support
Conversion and Go-Live
Fit/Gap Sessions Retro-fitting of Project Management
Analysis/Design Customizations & Functional Leadership
Configuration/Set-Up Modifications Technical Leadership
Data Conversion Mapping Upgrading Reports and
Testing Interfaces
Training Application of Patches/Bug
Customization/Development Fixes
Key Success factors
 Accuracy of Fit Gap assessment
 Upgrade approach adopted - PeopleSoft Delivered/ Hybrid or Manual
 Decision and approach for customizations -Carry forward/Replaced by new
functionality
 Environment planning and readiness
 Upgrade Team Composition
 Availability and accuracy of System Documentation
 Environment freeze timing and freeze period
 Change management and object migration process
 Project Tracking Mechanism

HCL’s Successful Upgrades

Industry Upgrades Modules

Telecom Giant 8.3 > 8.9 Core HRMS
Self Service Applications –
ESS & MSS
Talent Acquisition Manager
Administer Training
Banking, investing, and 8.3 > 8.9 Core HRMS
insurance major in US Self Service Applications –
ESS & MSS
Time and Labor

Airlines from Canada 7.02 > 8.0 SP1 Human Resources

8.0 SP1 > 8.9 MP1 Base Benefit
Benefit Administration
8.3 > 8.9 Payroll
Payroll Interface
Talent Management
Health & Safety
7.02 Visa / Passport
Consolidation 8.9 Training
Employee Travel
8.3 Linguistics

Largest Aluminum 7.5 > 8.8 > 8.9 NA Payroll

Manufacturer in the Portal & ePay
World Oracle HR Interface
GL Interface
Reusable Components & Tools Driven Upgrade Approach
Clients can leverage from HCL’s specialized tools driven Upgrade Approach & reusable
components that facilitate the entire Upgrade Process.

Mapping Sheets
Reusable Components FitGap Templates
& Tools Test Scripts
SQR Programs
Conversion Scripts
Reconciliation Scripts
PM Smart
Mercury Quality Center

Contact Us
Visit our Website at www.hcl.in