PeopleSoft HCM 9'0 Upgrade Presented by:

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PeopleSoft HCM 9.0 UpgradePresented by
SCP-OAUG Meeting February 27, 2008

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Agenda

• Introductions
• Innowave Overview
• Broadcom Overview
• Upgrade Approach
• Considerations
• Lessons Learned
• Question Answer

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Introductions

• Broadcom
• Brad Warezak Sr. Manager, Business
  Applications
• Jason Buzer Principal, IT Business Systems
  Analyst
• Innowave Technology
• Sunil Manaktala - Practice Director

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• Innowave
• Technology

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Innowave Technology

• Technology Consulting Firm founded in 2005
• Innowave provides unique, innovative solutions
  using Oracle Applications and Technology
• Implement, upgrade, and enhance PeopleSoft,
  Oracle E-Business Suite, JD Edwards, Demantra,
  Siebel Applications
• Financials, HCM, CRM, Manufacturing/Distribution,
  Supply Chain
• Expertise includes Fusion Middleware, SOA, BPEL
  Web services, BAM, OBIEE, Portal, Identity
  Management
• Extensive experience in implementing, upgrading
  and enhancing PeopleSoft applications
• Unique offerings for Fusion Middleware and
  PeopleSoft
• Locations
• Irvine, CA (Headquarters)
• Los Angeles, CA
• Why Innowave?
• Quality Project Management
• Quality Functional Technical Resources
• Track Record of Delivery
• Competitive Pricing

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• Broadcom

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About Broadcom

• Founded in 1991
• Initial public offering in April 1998
  (NASDAQ-BRCM)
• Global leader in semiconductors forwired and
  wireless communications
• 2007 revenue of 3.78 billion
• Q4 2007 revenue of 1,027 million
• Largest volume fabless semiconductor supplier
• Broad IP portfolio with over 10,000 U.S. and
  foreign patents and applications
• Over 6,000 employees worldwide
• 647,000 annualized revenue per employee

Offering unique and innovative products for
convergence and communications
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Business Market Overview
Mobile Platforms
EnterpriseNetworking
WirelessConnectivity
BroadbandCommunications
Over 20 lines of business enabling growth in
wired and wireless convergence
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History of PeopleSoft System

• Implemented PeopleSoft ERP 8.4 in 2003
• Implemented PeopleSoft HCM 8.8 in 2004 on Tools
  8.43
• Core Human Resources
• Benefits Administration
• Payroll Interface
• eProfile / eProfile Manager
• eDevelopment
• eBenefits
• Implemented ePerformance in 2005
• Upgraded PeopleTools to 8.48 in Feb 2007
• Upgraded to PeopleSoft HCM 9.0 in September 2007
• Currently Implementing PeopleSoft Time Labor
  and Absence Management modules

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Technical Environment

• Database Platform MS SQL Server 2005
• Operating System Windows 2003
• Middleware Weblogic and Tuxedo
• PeopleTools Version 8.48.16
• Database Size 25 GB
• Single instance Global Deployment
• User base Over 6000 users worldwide
• Customization Level Moderate

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Why Upgrade?

• Desire for robust Time Attendance Application
• 10-15 of employee base
• To manage employee reported time and interface
  with global payrolls
• To be implemented globally
• Desire for Centralized Global Absence Management
• Current process is a manual sheet faxed to HR
  and/or Payroll(s)
• Automate time-off requests and manager approvals
• Manage global entitlements in centralized
  application
• Automate payroll processing
• To be implemented globally
• Stay current with the latest and greatest release

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Upgrade Approach
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Upgrade Approach - Methodology
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Upgrade Scope

• Pure Technical Upgrade no new module or
  functionality with the upgrade
• Fit/Gap Analysis
• Customization
• Delta/Functional version 8.8 to 9.0
• Technical
• Project Management
• Delta Training
• Technical Upgrade
• Retrofit test customizations
• Retrofit and test interfaces
• Configure and test changed processes (custom and
  delivered)
• Retrofit and test Queries
• Retrofit and test Security
• Testing
• Unit, System, Integration, User Acceptance
• Go-live
• Post Production Support

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Upgrade Scope - Customizations

• 15 interfaces developed in Application Engine
• 15 interfaces developed in SQR
• 12 interfaces to PSFT FIN 8.4. These interfaces
  are in Integration Broker or Component Interface.
• Modified PeopleSoft Records 160
• Modified PeopleSoft Pages 53
• Modified PeopleCode 400
• Modified SQRs 15
• Modified Application Engine Programs 18
• Specific interface programs include but are not
  limited to Payroll Interface to ADP, Blue Cross,
  Fidelity, Kaiser etc.

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Upgrade Timeline
2007
May
June
July
August
September
October
Prepare
Analyze
Develop/Test
Go-Live
Support
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Upgrade Plan
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Upgrade Project Resources

• Innowave
• Project Manager Part-Time
• Onsite Technical Lead (Technical Upgrade,
  Retrofit Customizations, Testing)
• Full-Time
• Onsite Functional Lead (Fit/Gap Analysis, Delta
  Training, Testing)
• Full-Time
• Offshore Developers (Retrofit customizations,
  Testing) Part-Time
• Offshore Technical Writer (Delta Training, Test
  Scripts) Part-Time
• Broadcom
• Project Sponsor
• Project Manager Part-Time
• HR Business Analyst Full-Time
• HRIS Manager Part-Time
• DBA/PeopleSoft Administrator Part-Time
• Technical Resource Part-Time
• Security Administrator Part-Time
• HR SMEs Part-Time

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• Considerations

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Person Model Introduced in 8.9

• New Functionality
• Multiple Employment Instances for same EMPLID
  regardless of whether Employee or Non-Employee
• Person of Interest functionality
• What this means to You
• Contingent Worker conversions to Employees can
  have same EMPLID
• Can track Persons of Interest without actually
  Hiring the Person
• Decide how to handle Rehires
• Multiple Employment Instances or Rehire into
  Existing Employment Instance
• Broadcom Approach/Methodolgy
• Conversion from Contingent Worker to Employee
  using same EMPLID with a new Employment Instance.
  Maximum of only 2 Employment Instances
• Rehired Employees/Contingent Workers rehired into
  existing Employment Instance
• Primary Job Indicator used to determine Active
  Instance
• Not currently using Person of Interest
  functionality

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Manage Hires

• New Functionality
• Enhanced integration with PeopleSoft Recruiting
  Solution
• What this means to You
• Hiring an Applicant is longer process than
  previous Applicant Hire Process
• Manage Hire Process automatically adds new
  Employment Instance for Existing EMPLIDS -
  Consideration for Rehires
• Integration Broker Configuration required
• Additional Security access required for all users
  performing Manage Hires activity
• Broadcom Approach/Methodolgy
• Business Process and Integration from External
  Applicant Tracking System had to be modified to
  accommodate new functionality
• Manage Hires functionality not used for Rehires

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Dependent Beneficiary Data

• New Functionality
• Dependent and Beneficiary Data is now Effective
  Dated
• What this means to You
• Integrations and/or Customizations may be
  affected
• DEPENDENT_BENEF Record is now a View
• New views introduced in eBenefits
• DEP_ASOF
• BEN_ASOF
• Broadcom Approach/Methodolgy
• Integrations and Customizations using
  DEPENDENT_BENEF had to be modified
• New eBenefits views caused issues with Future
  Dated Events (Open Enrollment). This was fixed
  in a later bundle.

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Additional Considerations
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• Lessons
• Learned

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Application Security

• Challenges
• Delivered 9.0 upgrade scripts did not remove all
  8.8 related content references on menus
• Security Administrator had to manually remove all
  duplicate content references
• Integration Broker related security must be
  granted to individual users
• Security to Component Interfaces must be granted
  to individual users
• Import and Export of Security between
  environments
• Lessons Learned
• Exclusive test scripts are needed for testing
  security
• Involve Security Administrator from the very
  beginning
• Not Authorized need not be an issue with
  Security
• Clear your cache and bounce the servers

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Compare Reports

• Challenges
• PeopleTools 8.48.x comes with a new html based
  compare report tool
• Compare reports also provide a summary sheet of
  the results
• Summary level details are sometimes misleading
• Missed approximately 100 objects in scoping and
  retrofitting efforts
• Lesson Learned
• Pay close attention to the compare reports
• Scope your work with the detailed analysis of the
  compare reports

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Test Environments

• Challenges
• To allow maximum flexibility, Broadcom provided
  an ALLPAGES level access to Developers,
  Business Analysts, Security Administrator, and
  the upgrade team.
• While it provided greater flexibility in
  addressing the issues that were cropping up,
  everyone was able to make changes to the code,
  security etc. making the system very
  unpredictable.
• Lesson Learned
• Have a very controlled test pass environment
• All code changes need to happen on an environment
  that is the previous test pass
• Code migrations are fine, as long as they are
  moved in manageable projects

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Integration Broker

• Challenges
• Integration Broker has changed drastically in the
  new PeopleTools version 8.48
• Integration Broker architecture has changed
• Integration Broker related setups may need to be
  re-configured
• Lesson Learned
• Integration Broker skill set is required in the
  project team to have a successful upgrade

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Upgrade Scripts

• Challenges
• Upgrade scripts do include executing some
  functional reports. Need functional user to
  review the reports
• Data Conversion scripts failed due to
  PS_EMPLOYMENT being a view
• A Data Conversion step failed after 1.5 hours of
  execution. Script modification was required.
• Lessons Learned
• PS_EMPLOYMENT view has to be created prior to
  executing upgrade scripts
• Download the latest upgrade template from
  customer connection
• Functional resource is required to execute few
  upgrade script steps

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Coding/Naming Standards

• Challenges
• Some of the developers did not follow Broadcoms
  coding standards
• The code documentation had to be modified to meet
  Broadcoms standards
• Additional effort required to modify the
  documentation
• Lessons Learned
• Provide the standards to the team at the start of
  the project
• Train team members on the standards
• Conduct code reviews to ensure that team is
  following the standards.

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Oracle/PeopleSoft Issues

• Challenges
• PeopleSoft application and tools defects were
  discovered during the upgrade
• Some of these issues became bottleneck in
  progressing to the next steps
• Define Responsibility for addressing
  Oracle/PeopleSoft issues
• Lessons Learned
• Engage Oracle support through your Sales
  Representative
• Open a priority 1 cases to get quicker resolution
• Get clarity upfront as to responsibility for
  addressing Oracle/PeopleSoft issues
• Get clarity on project and budget impact for when
  Oracle does not resolve issues in a timely manner

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Contact Information

• Brad Warezak
• Phone [phone]
• Email bwarezak_at_broadcom.com
• Jason Buzer
• Phone [phone]
• Email jbuzer_at_broadcom.com
• Sunil Manaktala
• Phone [phone]
• eMail smanaktala_at_innowavetech.com

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Question Answer