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Case Study                          PeopleSoft




The world’s leader in steam engineering and control instrumentation solutions
getS future ready with PeopleSoft HCM 9.1 Upgrade
Client Overview
Our client is among the world’s leading steam engineering and control instrumentation solutions providers for process industries. With operations spanning
over 35 countries, the company has established a global footprint through its manufacturing facilities and sales offices located around the world.



 Business Needs
 To consolidate its leadership position in the industry and stay ahead of the constantly changing              Business Benefits
 business environment, the client decided to upgrade its existing version of PeopleSoft HCM.                   •    An integrated and streamlined HR
 The opportunity to eliminate unwieldy customizations, streamline workflows, and introduce more                     system upgraded to PeopleSoft HCM
 user-friendly systems, combined with Oracle’s discontinuation of support for older PeopleSoft                      v9.1 that leveraged new features to
 versions, were key drivers in the client’s decision to upgrade to PeopleSoft HCM v9.1.                             reduce customizations and deliver
                                                                                                                    higher performance.
 Scope                                                                                                         •    An automated portal-based recruitment
 The primary focus of this project was a technical upgrade of PeopleSoft HCM v8.0 and                               and talent acquisition management
 PeopleTools v8.12 to PeopleSoft HCM v9.1 and PeopleTools v8.51. The modules to be upgraded                         system that eliminated inefficiencies in
 included Administer Workforce, Administer Training, Talent Acquisition Management (TAM),
                                                                                                                    the older processes, was user-friendly,
 Monitor Absence, and bolt on modules for ESS/MSS and Reports. It also required an Oracle
                                                                                                                    and led to improved employee-
 Database upgrade from 8i to 11g.
                                                                                                                    employer interactions.
                                                                                                               •    The associated upgrade to People
 Challenges
 •   An extremely aggressive target go-live date.
                                                                                                                    Tools v8.51 made features like Partial
 •   The system in use was outdated and maintained by multiple stakeholders, making it difficult                    Page refreshes, Advance Search
     for the client’s IT team to prepare the keep-drop list. This further complicated the Hexaware                  features, Type-Ahead Search, and
     team’s retrofitting and testing process.                                                                       Mouse Over pop-up pages available for
 •   Customizations implemented on a piecemeal basis in the past resulted in a lack of proper                       improved productivity.
     documentation hindering the upgrade process.                                                              •    Superior HR workflow control and
 •   The upgrade involved a two-step upgrade from PeopleSoft HCM v8.0 to v8.9, which                                execution through the implementation
     represented a huge architectural change, and then a second upgrade from v8.9 to v9.1.                          of configurable alerts and workflow
                                                                                                                    notifications in PeopleSoft HCM v9.1.
 Solution                                                                                                           This provided decision-makers quick
 Hexaware initiated the project with a comprehensive requirements gathering process and then                        access to role-relevant information.
 went on to a recommended upgrade approach, end state architecture design, keep drop decisions                 •    A designated framework for implement
 matrix, robust test strategy, and an implementation plan.                                                          ing additional functionality with modules
                                                                                                                    like Candidate Gateway and
 Using our proprietary SPEED methodology, Hexaware implemented a two-step upgrade                                   ePerformance.
 process, first from the PeopleSoft HCM v8.0 to v8.9, and then from v8.9 to v9.1, using
 Oracle-recommended upgrade tools.

 The continuous involvement of the client’s IT team at every stage of the upgrade process enabled
 complete and timely knowledge transfer. We also conducted early user previews of the application
 to avoid any requirement gaps.

 Hexaware organized multiple user sessions to get them accustomed to the new application
 and interface. In addition, we delivered detailed and comprehensive user training programs by
 deploying the ‘Train the Trainer’ approach.

 Technology Enviroment
 •   PeopleSoft HCM v9.1 and PeopleTools v8.51
 •   Oracle 11g on IBM and Red Hat Linux 5.0




© Hexaware Technologies. All rights reserved.                                                                                      www.hexaware.com

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PeopleSoft HCM 9.1

  • 1. Case Study PeopleSoft The world’s leader in steam engineering and control instrumentation solutions getS future ready with PeopleSoft HCM 9.1 Upgrade Client Overview Our client is among the world’s leading steam engineering and control instrumentation solutions providers for process industries. With operations spanning over 35 countries, the company has established a global footprint through its manufacturing facilities and sales offices located around the world. Business Needs To consolidate its leadership position in the industry and stay ahead of the constantly changing Business Benefits business environment, the client decided to upgrade its existing version of PeopleSoft HCM. • An integrated and streamlined HR The opportunity to eliminate unwieldy customizations, streamline workflows, and introduce more system upgraded to PeopleSoft HCM user-friendly systems, combined with Oracle’s discontinuation of support for older PeopleSoft v9.1 that leveraged new features to versions, were key drivers in the client’s decision to upgrade to PeopleSoft HCM v9.1. reduce customizations and deliver higher performance. Scope • An automated portal-based recruitment The primary focus of this project was a technical upgrade of PeopleSoft HCM v8.0 and and talent acquisition management PeopleTools v8.12 to PeopleSoft HCM v9.1 and PeopleTools v8.51. The modules to be upgraded system that eliminated inefficiencies in included Administer Workforce, Administer Training, Talent Acquisition Management (TAM), the older processes, was user-friendly, Monitor Absence, and bolt on modules for ESS/MSS and Reports. It also required an Oracle and led to improved employee- Database upgrade from 8i to 11g. employer interactions. • The associated upgrade to People Challenges • An extremely aggressive target go-live date. Tools v8.51 made features like Partial • The system in use was outdated and maintained by multiple stakeholders, making it difficult Page refreshes, Advance Search for the client’s IT team to prepare the keep-drop list. This further complicated the Hexaware features, Type-Ahead Search, and team’s retrofitting and testing process. Mouse Over pop-up pages available for • Customizations implemented on a piecemeal basis in the past resulted in a lack of proper improved productivity. documentation hindering the upgrade process. • Superior HR workflow control and • The upgrade involved a two-step upgrade from PeopleSoft HCM v8.0 to v8.9, which execution through the implementation represented a huge architectural change, and then a second upgrade from v8.9 to v9.1. of configurable alerts and workflow notifications in PeopleSoft HCM v9.1. Solution This provided decision-makers quick Hexaware initiated the project with a comprehensive requirements gathering process and then access to role-relevant information. went on to a recommended upgrade approach, end state architecture design, keep drop decisions • A designated framework for implement matrix, robust test strategy, and an implementation plan. ing additional functionality with modules like Candidate Gateway and Using our proprietary SPEED methodology, Hexaware implemented a two-step upgrade ePerformance. process, first from the PeopleSoft HCM v8.0 to v8.9, and then from v8.9 to v9.1, using Oracle-recommended upgrade tools. The continuous involvement of the client’s IT team at every stage of the upgrade process enabled complete and timely knowledge transfer. We also conducted early user previews of the application to avoid any requirement gaps. Hexaware organized multiple user sessions to get them accustomed to the new application and interface. In addition, we delivered detailed and comprehensive user training programs by deploying the ‘Train the Trainer’ approach. Technology Enviroment • PeopleSoft HCM v9.1 and PeopleTools v8.51 • Oracle 11g on IBM and Red Hat Linux 5.0 © Hexaware Technologies. All rights reserved. www.hexaware.com