UPGRADE TO PEOPLESOFT 9.2
A Leading University in New Zealand
Project at a Glance
This case study summarizes the business needs of our client, the scope and key challenges faced during the upgrade project, and the significant business benefits realized by our client after upgrading to HCM 9.2.
The client was running on an older PeopleSoft release (HCM 9.0/Tools 8.51) which had been customized and modified numerous times over the years. In order to support their expanding customer base and consolidate their leadership position in the industry, the University decided to revamp their existing infrastructure and upgrade both their databases and existing version of PeopleSoft HCM.
The University also wanted to leverage new functionality such as mobility enhancements and fluid mechanisms to provide improved customer service. With the objective of eliminating unwieldy customizations, streamline workflows, introduce more user-friendly systems, and become current with Oracle support, the decision was made to upgrade to PeopleSoft v9.2..
The primary focus of this project was a technical upgrade of PeopleSoft HCM v9.0 and PeopleTools v8.51 to PeopleSoft HCM v9.2 and PeopleTools v8.55. Key project milestones were developed as follows:
- Conduct Fit-Gap and provide an assessment of PS HCM 9.2
- Demo of PeopleSoft 9.0 enhanced features
- Assess customizations functionally and make recommendations for object level Keep Drop Decisions
- Carry out Delta training
- Introduce new functional and technical features
- Technical upgrade of PS HCM
- Retrofitting and unit testing
- Applying latest tax updates and tools patches
- Assist in User Acceptance Post Go-Live Support
1218 initiated the project with a comprehensive requirements gathering process, recommended upgrade approach, end state architecture design, keep/drop decisions matrix, robust test strategy, and an implementation plan.
The continuous involvement of the client’s IT team at every stage of the upgrade process enabled complete and timely knowledge transfer. 1218 also conducted early user previews of the application to avoid any requirement gaps. Multiple user sessions were conducted to get people accustomed to the new application and interface. In addition, 1218 delivered detailed and comprehensive user training programs by deploying the ‘Train the Trainer’ approach.