Fast Track Impact Analyzer and Accelerated Upgrade for PeopleSoft provides tools and services to assess and accelerate PeopleSoft upgrades. It uses an automated assessment tool to quickly analyze upgrade efforts and produce reliable estimates. This helps clients upgrade more quickly and reduces risks and costs compared to traditional manual approaches. Services include upgrade planning, testing, and support.

1. Fast Track Impact Analyzer and
Accelerated Upgrade for PeopleSoft
Astute Business Solutions
Peoplesoft@beastute.com
http://www.beastute.com

2. Upgrade Business Drivers
Upgrade
Business Drivers
VOLUNTARY IMPROVEMENT FORCED UPGRADE
New Functionality Maintenance & Support
• Improved functionality • Stay on supported release
• Reduce Customizations • Extend investment value
• Develop with Ease • Postpone decision on Fusion/Other ERP
• Standards based tools
Expansion & Consolidation Technology Upgrade
• New BU’s/Companies • New Architecture
• More Users • Platform Improvements
• Instance Consolidation • Streamlined Integration
• Improved Reporting
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3. Upgrade Challenges
• Drivers & Goals • Manual approach
• Impact & Change • Eyeball method
ASSESS
• Architecture • Error and Bias
• Budget/ Resources • Variance Factor
• Dependencies • Budget Overflows
PLAN • Contingencies • Loose Estimates
• Tech. Upgrade • Prolonged Dev
• Func. Upgrade • Multiple Tests
DEPLOY • Test and Deploy • Unable to de-Customize
• Patches/Fixes
• Maintain
• Enhance • Optimization and Tuning
SUPPORT • Support • Unable to de-Customize
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4. Fast Track is a pre-upgrade assessment tool and service that
quickly details the upgrade effort
Benefits
Traditional Fast Track
• Speed – Critical Impact Analysis in
less time over manual efforts
• Reliability – Auto-discovery,
algorithm-based analysis
Subject to error In-depth analysis • Accuracy – No other product
and bias simulates a Tools Upgrade prior to
the actual start of the upgrade to
Intelligent reporting give you an accurate picture of your
customizations
Manual
assessments • Predictability – Can run Fast Track
before the upgrade to accurately
Automated discovery plan and budget
• Visibility - It does what PeopleSoft
Tools do AND A LOT MORE over
the traditional approach
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5. Typical PeopleSoft upgrade process misses details needed upfront to accurately estimate project effort
Initial Pass: The Big Picture
Copy of 7 Perform Application
Setup steps
New
Release
8 Back-up
Production
System
database
9 Copy & Transform
Application data
database
Using DataStage jobs PRIMED TARGET
10 Final
Setup steps
1 Database
compare 2 Copy
PeopleTools
4 Compare custom project Compare Reports and
other tools don’t provide
-to identify
customizations
tables
5 Apply customizations in-depth Impact Analysis
vs. 9.0 which is critical in
6 Copy PeopleTools tables
Using DataStage jobs
estimating complexity
and effort of the upgrade.
Demo
(current
release) 3 Update PeopleTools
to new version
TOOLS TARGET
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6. Traditional Assessments are not scientific and accurate
– Fast Track is! * Intuitive Categories
Category New Custom Delivered Custom Total
Object Type High Medium Low High Medium Low
Fields 15 10 25
TranslateValues 5 3 8
Records 75 134 100 40 68 55 472
SQL 10 23 75 5 25 15 153
RecordPeopleCode 173 205 492 67 95 163 1195
ApplicationPackagePeopleCde 0
Pages 183 216 457 37 273 267 1433
PagePeopleCode 15 84 148 12 45 32 336
Components 65 218 385 27 61 163 919
ComponentPeopleCode 46 75 419 25 73 294 932
ComponentRecordPeopleCode 12 65 148 225
ComponentRecFldPeopleCode 10 54 127 191
Menus 54 35 89
PortalRegistryStructures 583 336 919
PermissionLists 174 19 193
ComponentInterfaces 35 62 121 9 21 15 263
ApplicationEnginePeopleCode 75 193 249 16 24 69 626
ProcessDefinitions 1580 375 1955
ServerDefinitions 2 2 4
MessageNodes 0
Messages 125 43 168
MessageChannels 2 2
SubscriptionPeopleCode 54 54
URLDefinitions 5 5
Images 18 18
StyleSheets 14 14
Relationships 0
* Based on your metadata – i.e. real time info
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7. Compare Report does not provide Impact Analysis –
Drilldown to line of code
Fast Track does.
Intuitive grouping by Component
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8. Compare Reports don’t compare custom PeopleCode changes!
Compare on the fly
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9. Drill down to the line of custom code
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10. View Customizations by Module – Accelerate Business Process Decisions
Count of Change Detail Change Detail
Module1 Object Type Target Changed Target Dropped Target UnChange Grand Total
Asset Management 73 277 8 358
Billing 33 183 6 222
Bills and Routings 45 395 16 456
Commitment Control 19 54 2 75
Contracts 3 46 1 50
Cost Management 5 123 3 131
Deduction Management 53 4 57
Engineering 40 32 3 75
General Financial 3 20 23
General Ledger 4 103 3 110
Inventory 253 442 20 715
None 968 2540 89 3597
Order Management 937 1466 76 2479
Payables 44 160 7 211
Production Management 50 38 5 93
Production Planning 5 150 1 156
Projects 2 49 1 52
Purchasing 64 123 7 194
Quality 46 133 8 187
Receivables 68 444 25 537
Travel and Expenses 89 21 10 120
Grand Total 2804 6803 291 9898
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11. 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
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12. SQR Analysis – Sample Report
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13. Query Analysis – Sample Report
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14. Component Analysis – Sample Report
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15. Dashboard – New Complexity Estimates
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16. PeopleCode Impact Analysis - Change Detail Sample Report
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17. Fast Track – Differentiated Capabilities
Solution Area Fast Track Differentiator Competitor Approach
PeopleSoft • Automated, Fast, Comprehensive, • Manual analysis, some scripts,
Upgrade • Consistent, Predictable, Accurate Results some SQL, ―eyeball‖ approach
Assessment • Uses meta data and tags to analyze code and • Labor and cost intensive
determine complexity and effort • Subject to Error and Bias
Upgrade Proposal • Detailed statistical and analytical reports produce a • Swag numbers
Development comprehensive fixed price proposal for Upgrade based • Based primarily on past experience
on actual client information and impact to target and consultants ability to analyze
release system
Fit-Gap and • Semi-automated ability to compare changes by • Rely on traditional fit-gap phase to
Business Process process among releases review functionality and prepare
Analysis • Faster than traditional process and accelerates fit- analysis and recommendation
gap and design • Labor intensive
• Built-in Proprietary meta-data about PeopleSoft • Manual review of release notes and
Upgrade changes documentation
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18. Accelerate Decision Making
• Prepare DB, COP, Size and Backup
• Apply UPG Planning Files, Edit Scripts
PREPARE • Run Planning Scripts, Update Stats, Run Audits
• Prepare for process changes, Make functional decisions
• Report row counts, check DB integrity, purge queues, backup DB
CURRENT
• Rename records and fields, modify compare options, run compare FastTrack Traditional
COMPARE • Identify customizations, document customizations, restore Demo Approach Approach
– –
Single
• Modify scripts, load system tables, export and copy projects
PEOPLETOOLS • Migrate records to new tablespaces, convert Tools objects Step
CHANGES • Load Tools data, create views, convert data types Process
• READY FOR APPLICATION COMPARE
• Review Customization Reports
2-4 6-12
COMPARE
AND DECIDE
• Understand Impact of Customizations (online only) WEEKS WEEKS
• Make Keep/Drop Decisions
Fast Track Impact Analysis – Cost Savings of up to 25% of total upgrade costs
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19. FastTrack Behind the Scenes
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20. FastTrack Deliverables
Discovery Phase
• Complete listing of online and batch custom code
• Complexity Ratings by Object Type
Fast Track
Deliverables Analysis Phase
Complete, Intelligent • Impact and Statistical Analysis
and Timely • Code Parsing for Online and Batch
Information • Side-by-Side Code Compare
Reporting Phase
• Fixed Price Proposal
• Detailed Effort Estimates
• Dashboard Reports
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21. Fast Track Value Throughout Upgrade Project
PREPARATION TOOLS PROJECT RETROFIT TESTING TRAINING
& FIT-GAP UPGRADE COMPARE
FastTrack deliverables provide value throughout the upgrade project lifecycle
Customization Discovery Reduced cycle times
and Map to Target
Intelligent Planning and Estimation
9.0 Test Scripts Repository
With Pre-Upgrade Analysis
Simulated to
accelerate Compare Fewer Test Moves
Keep Drop decisions made easy
through Impact Analysis
Blueprint for development
Through Impact Analysis
Navigation Map
Source to Target
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22. Fast Track Upgrade
The Accelerated Upgrade service includes:
• Fit-Gap Analysis and Report
• Upgrade Planning and Preparation
• PeopleSoft Installation and Configuration
• Application and Tools Upgrades
• All patches and fixes required for Upgrade
• 2 or More Test Moves with Unit, System, Integration Tests, Support for UAT
• Migration and Retrofit of all existing customizations
• Go-Live Planning and Readiness Check
• 30-Day Post Go-Live Support
• 60-Day Warranty of Service
• Detailed project documentation
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23. Fast Track Upgrade Methodology
Design Project Audit and Install New
Review and
PREPARE Org, Plan,
Milestones
Finalize Scope
Prepare
Environment
Release and
Upgrade Tools
Configure Define Tools Upgrade Compare
ANALYZE Upgrade Tools
and Scripts
Customizations
and Estimates
and Env
Configuration
Reports and
Select
Conversion, Unit, System
Application 2 Test Moves
DEVELOP Upgrade
Migration, and Integration
Test UAT
Retrofit
Go Live Prep Prepare final Final Move to
Cut-Over and
GO LIVE and Plan
Review
Copy of
Production
Production and
Test
Support
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24. Pricing Models
ASSESSMENT ACCELERATED UPGRADE
• Fixed Price • Fixed Price
• 3-6Week Engagement • Comprehensive Service
• Discovery and Analysis • 2 or More Test Moves to Production
• Pre-defined Deliverables • Warranty and Post Go-Live Support
• Pre-defined Resource Model and Plan • Unit, System and Integration Test
• Starting at $250,000
• Time and Materials • Time and Materials
• 3-6Week Engagement • Fit-Gap Analysis
• Discovery and Analysis • New Module Implementation
• Pre-defined Deliverables • New Enhancements/Processes
• Pre-defined Resource Model and Plan
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25. Proposed GOA Approach and Deliverables
Conduct Fast Track Assessment
STEP 1 • Produce Impact Analysis Outputs
Compare Impact Analysis with IBM Results
STEP 2 • Identify Delta between the two and propose plan for
detailed business process review of those areas
Fast Track Business Process Review
STEP 3 • Build on Step 1 results and do a drill-down on key areas
where deltas are significant
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26. Fast Track Upgrade Services
ASSESSMENTS
• Fast Track Upgrade Impact Analysis
• Fast Track Business Process Analysis
• Fast Track Architecture Assessment for Upgrade
UPGRADES
• 90-day and 120-day (4 and 6 month) Accelerated Upgrades
• Technical Upgrades, PeopleTools Upgrades, Service Packs
• Custom Upgrades – Tailored Combination of Fit-Gap, Process Reengineering,
Technical Upgrade, New Module /Feature Implementation, De-customization etc.
ACCELERATORS
• V9.0 Upgrade Repository – Test Scripts, Solution, Tips
• V9.0 Upgrade Security Retrofit Utility
• V9.0 Delta Training
• UPK For Upgrade – Training, Documentation, Testing
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27. Fast Track Upgrade
The Accelerated Upgrade service includes:
• Fit-Gap Analysis and Report
• Upgrade Planning and Preparation
• PeopleSoft Installation and Configuration
• Application and Tools Upgrades
• All patches and fixes required for Upgrade
• 2 or More Test Moves with Unit, System, Integration Tests, Support for UAT
• Migration and Retrofit of all existing customizations
• Go-Live Planning and Readiness Check
• 30-Day Post Go-Live Support
• 60-Day Warranty of Service
• Detailed project documentation
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28. Sample Delivery Model
Account Management Steering Committee Executive
PROJECT & PROGRAM MANAGEMENT
PSFT PSFT Upgrade
Function Leads Technical Leads Leads
Financials & BI, Reports, Interfaces, Change Assistant,
HR, CRM, EP, S/CM Conversions, Enhancements DB, Scripting, Performance
KNOWLEDGE TRANSFER, COMMUNICATION FLOWS, STATUS/ESCALATION, QUALITY CONTROL
Upgrade Upgrade Infrastructure End User
Developers Developers Delivery Team Support
DBA-Client
Services – Training UPK, PC Support-Client
Technical—PeopleTools OS-Client
Testing/QA, Performance Tuning,
Third-party Applications Integration Network-Client Help Desk-Client
Maintenance and Support
Security-Client
QUALITY/ ASSURANCE/ SERVICE LEVEL REPORTING/ UTILIZATION MANAGEMENT
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29. Thank You
http://www.beastute.com