astute people soft northwest rug - v1

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

PeopleSoft NorthWest RUG

Presented By: Sudhir Mehandru, Sweta [email protected]

Agenda

2 Astute Business Solutions

•What is Fast Track?

•What does it do?

•How is it different from PS Compare Reports?

•How can you reduce project timeline and cost?

•Where else can it be leveraged?


Fast TrackValue Proposition

Corporate Overview•Est. 2005 - in USA East, Midwest, West), Canada and India•175 employees, Minority Certified•Core team with an average of 15+ years industry experience•Oracle Partner - Specialize in Cost Effective Solutions for ERP•Acute Focus on PeopleSoft, BI, Middleware, Integration•Global Delivery Centers

Company Overview


Competency Overview•Domain Expertise – HCM, Higher Ed, Financials, Supply Chain•Rich Experience - Multiple PeopleSoft Upgrades from 8.x to 9.1•Multiple Fast Track Upgrade Assessments for V9.x Upgrades•International rollouts of HCM, CS, Financials, Supply Chain•Roadmap and Strategy planning services for V9.1 and Fusion/SOA

•PeopleSoft Compare does not include batch customizations

•Client does not have accurate count or record of total customizations

•Clients do not fully understand impact of customization in the target release

•Customizations are not documented with change/version control

•Customization Analysis is manual – Resource and Documentation dependant

•Cannot accurately predict complexity of upgrade time and cost estimates


Leveraging Fast Track before the upgradeimproves project predictability and mitigates risk

Upgrade Challenges

•Discovers and analyzes all batch customizations

•Drills down entire PS_HOME code tree to identify all customizations

•Compares the customization against target release meta - Impact Analysis

•Parses code and compares meta data to discover all customizations

•Automated, comprehensive analysis – Documentation and Resource independent

•Provides complexity ratings AND Upgrade time and cost estimates

Fast Track Approach


•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

BenefitsTraditional

Subject to errorand bias

Fast Track

Manualassessments

In-depth analysis

Intelligent reporting

Automated discovery

Fast Track is a pre-upgrade assessment tool and service that quickly details the upgrade effort

Fast Track Upgrade - Cost Savings


Asses

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Prepara

tion

Fit-Gap

Tools

Upgrad

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Compa

re Rep

ort

Applic

ation

Upg

rade

Retrofi

and D

evelo

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Trainin

g

Securi

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2

4

6

8

10

12

Fast Track vs. Traditional Upgrade - Time Comparison

W/O Fast TrackWith Fast Track

Upgrade Phase

Estim

ated

Dur

atio

n in

Wee

ks

Fast Track Upgrade – Time Savings


W/O Fast TrackWith Fast Track

0200,000400,000600,000800,000

1,000,0001,200,0001,400,0001,600,000

Straight Path- Low

Straight Path- Med

Straight Path- High

2-Step - Low

2-Step - Med

2-Step - High

Fast Track vs. Traditional - Cost Comparison

Straight Path- Low

Straight Path- Med

Straight Path- High

2-Step - Low

2-Step - Med

2-Step - High


Fast TrackTechnical Details


Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort

Initial Pass: The Big Picture

Copy ofProductiondatabase

Demo(currentrelease)

Databasecompare-to identifycustomizations

1 CopyPeopleToolstables

2

Update PeopleToolsto new version3

Perform Application Setup steps7Copy & TransformApplication dataUsing DataStage jobs

9NewReleaseSystemdatabase

Back-up8

PRIMED TARGETFinalSetup steps10

Compare custom project4Apply customizations5Copy PeopleTools tablesUsing 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

Why do companies need Fast Track


Traditional Assessments are not scientific and accurate– Fast Track is!

CategoryNew Custom Delivered Custom TotalObject Type High Medium Low High Medium LowFields 15 10 25TranslateValues 5 3 8Records 75 134 100 40 68 55 472SQL 10 23 75 5 25 15 153RecordPeopleCode 173 205 492 67 95 163 1195ApplicationPackagePeopleCde 0Pages 183 216 457 37 273 267 1433PagePeopleCode 15 84 148 12 45 32 336Components 65 218 385 27 61 163 919ComponentPeopleCode 46 75 419 25 73 294 932ComponentRecordPeopleCode 12 65 148 225ComponentRecFldPeopleCode 10 54 127 191Menus 54 35 89PortalRegistryStructures 583 336 919PermissionLists 174 19 193ComponentInterfaces 35 62 121 9 21 15 263ApplicationEnginePeopleCode 75 193 249 16 24 69 626ProcessDefinitions 1580 375 1955ServerDefinitions 2 2 4MessageNodes 0Messages 125 43 168MessageChannels 2 2SubscriptionPeopleCode 54 54URLDefinitions 5 5Images 18 18StyleSheets 14 14Relationships 0

* Intuitive Categories

* Based on your metadata – i.e. real time info


Compare Report does not provide Impact Analysis – Fast Track does. Drilldown to line of code

Intuitive grouping by Component


Compare Reports don’t compare custom PeopleCode changes!

Compare on the fly


SQR Analysis – Sample Report

Count of changes based on code parsing andthree-way compare to current demo and 9.1 demo

Compare to 9.1 Code directlyfrom this report


Drill down to the line of custom code Click on Compare Buttonto review current and new9.1 code side by side

FastTrack Deliverables


•Complete listing of online and batch custom code•Complexity Ratings by Object Type

Discovery Phase

Fast Track DeliverablesComplete, 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


SQR Analysis – Sample Report


Dashboard – New Complexity Estimates


PeopleCode Impact Analysis - Change Detail Sample Report


Record Analysis - Sample


Record Field Analysis - Sample


DMS Analysis - Sample Analysis points directly to line (and string within) impacted – saves developers time


SQR Analysis - Sample Analysis points directly to line (and string within) impacted – saves developers time


Query Analysis - Sample


View Customizations by Moduleand not just by technical categoriesCount of Change Detail Change DetailModule1 Object Type Target Changed Target Dropped Target UnChange Grand TotalAsset Management 73 277 8 358Billing 33 183 6 222Bills and Routings 45 395 16 456Commitment Control 19 54 2 75Contracts 3 46 1 50Cost Management 5 123 3 131Deduction Management 53 4 57Engineering 40 32 3 75General Financial 3 20 23General Ledger 4 103 3 110Inventory 253 442 20 715None 968 2540 89 3597Order Management 937 1466 76 2479Payables 44 160 7 211Production Management 50 38 5 93Production Planning 5 150 1 156Projects 2 49 1 52Purchasing 64 123 7 194Quality 46 133 8 187Receivables 68 444 25 537Travel and Expenses 89 21 10 120Grand Total 2804 6803 291 9898

Complexity and type of customization grouped by module

Custom Custom Total Custom New Custom New Total Grand TotalRow Labels High Low Medium Very High Low MediumAsset Management 54 425.6 4 483.6 3.5 33 36.5 520.1

Target Changed 12 71.5 4 87.5 87.5Target Dropped 42 350.1 392.1 3.5 33 36.5 428.6Target UnChange 4 4 4

Billing 24 262 286 29 29 58 344Target Changed 6 154 160 160Target Dropped 18 104.5 122.5 29 29 58 180.5Target UnChange 3.5 3.5 3.5

Bills and Routings 6 88.4 2 96.4 30.5 136 166.5 262.9Target Changed 6 42.6 2 50.6 50.6Target Dropped 37.8 37.8 30.5 136 166.5 204.3Target UnChange 8 8 8

Commitment Control 6 57.4 12 75.4 2.5 19 21.5 96.9Target Changed 6 39.5 12 57.5 57.5Target Dropped 16.9 16.9 2.5 19 21.5 38.4Target UnChange 1 1 1

Contracts 2 2 4.25 19 23.25 25.25Target Changed 1.5 1.5 1.5Target Dropped 4.25 19 23.25 23.25Target UnChange 0.5 0.5 0.5


Don’t Guess – Use detailed estimatesby complexity ratings and change type

Actual estimates based Impact Analysisof custom code compared to 9.1 Code

Thank You

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

astute people soft northwest rug - v1

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