The Right Selective Adoption Strategy for Greater ROI 100400 Derek Tomei Director of PeopleSoft Velocity Technology Solutions @DerekTomei

PeopleSoft Selective Adoption Delivers Ease and Agility So PeopleSoft Customers Can Quickly and Easily Adopt New Features and Apply Maintenance Adapt a Strategy, Schedules, and Budgets to Update Applications and PeopleTools Frequently Feel Free to be Selective – Choose Only the Updates You Want, Whenever You Want Them

PeopleSoft is Dead and Oracle is no longer going to invest in PeopleSoft.

You have to take all of the patches and fixes in each image

PeopleSoft 9.2 is the last and final version of PeopleSoft

You MUST stay current on the latest images with Selective Adoption

Moving PeopleSoft into the Cloud means going to Fusion

If you apply new features and functionality, you lose your customizations

New Delivery Model Happens Through the PeopleSoft Update Manager (PUM) Allows the delivery of a package of changes and allows the customer the ability to choose which changes they want based on business need Drastically reduces the cost to take on new changes and enhancements All new enhancements and fixes are put into a single image delivered to customers every 10-12 weeks

Oracle delivers only, delta maintenance on the current release. The Old Way 9.Y pre GA code line At release delivery, Oracle targets new development for the next release. Long time to get new functionality Always lagging Oracle development Large amounts of change to manage at one time Infrequent, expensive upgrades IMPACT Oracle delivers only, delta maintenance on the current release. 9.X Customers must upgrade to the current release to gain new capabilities.

Selective Adoption Code Line 9.Y pre GA code line 9.X single code line 9.X GA code line

YOU ARE IN CONTROL Deliver Innovative New Capabilities without an Upgrade You Take Only the Changes They Want Based on What You Have You Determine When They Adopt Changes Comparable to SaaS + YOU are in control You Can Retain Strategic Customizations

Delivery Model Oracle delivers, PeopleSoft Update Images every ~10 weeks containing new capabilities and maintenance. Continuously receive new functionality on existing release You choose what to take and when Smaller change between releases means more affordable upgrades IMPACT 9.2 single code line Customer periodically selects new capabilities and/or maintenance via PeopleSoft Update Images.

Key Take Away Updates are frequent New features and maintenance are easy to apply The work that used to go into planning an upgrade now happens throughout the year as a normal part of updating and maintaining the system You're in control—you decide what to apply and when to apply them

No More Major Upgrades But There is work to be done throughout each year to ensure you are following a strategy You must have a strategy You must have an agreed upon schedule You must establish an annual budget for this activity You must include the business

De-Customize Customizations are expensive with regards to maintenance Compare Retrofit Bolt-On Customizations are OK Customizations to delivered objects is a No-No You can leverage new functionality to keep customizations that do not need retrofitting Related Content Framework - Event Mapping

Related Content Event Map

Related Content The PeopleSoft Related Content Framework allows related content services to be deployed in two ways—as related content and as related actions—based on where the content appears when the user accesses the service. Related content appears in the Related Content frame only, which can be selected to be displayed at the bottom or to the right of the transaction content. Related actions appear outside of the Related Content frame in a modal window, in a new browser window, in the existing browser window replacing the current transaction content, or in the existing browser window replacing the entire page.

Define a Strategy for new feature adoption Define a Strategy for maintenance Plan the budget Plan the schedule

Strategy Thoughts and Ideas Some customers want to stay current on both the application features and maintenance (Patches, Fixes) once or twice a year Customers are typically taking on tax, regulatory, security, and critical updates from the latest images immediately when they become available Determine how often to take on low-cost, high impact features (e.g. New Fluid pages) Stay Current on PeopleTools & PeopleTools Patches

Strategy Execution Get current (Patches/Fixes) on all applications once or twice a year All apps, whether used or not as you may implement them in the future Use CFO (Cumulative Feature Overview)/ Release notes to understand new functionality Determine new features that make most sense to take on Review Compare Reports to Identify where there are clashes with customizations Makes decisions on what customizations need to be removed or reapplied Unit Test new functionality and reapplication of customizations Perform Regression testing to find problems with bug fixes Regression tests should be both automated (PTF) and manual

Strategy Execution Get the Business on board early and work with them to adopt new delivered functionality Get your application teams committed to supporting, resourcing central process Continually enhance your regression test scripts and automate Get a Test Coverage Report to deliver value Establish a Steering Committee to address and enforce the strategy

Measure Your Progress Regularly Make sure your feature adoption and maintenance strategies are being followed. Create processes to monitor: Are you adopting high-value features? Are your strategies being followed? How up-to-date is your maintenance? The PeopleSoft Update Manager Dashboard provides useful analytics that help you understand the maintenance level of your system

Stay Informed and Up To Date Keep your team, the business leadership, and IT up-to-date on new features and changes PeopleSoftInfo.com PeopleSoftHome.com Business and technical analysts both need to know about what PeopleSoft is working on, when new Update Images will be available, and what has already been delivered in the Update Images

Resources to Stay Informed Cumulative Feature Overview (CFO) tool  The PeopleSoft Information Portal  PeopleSoft Update Manager Homepage The Planned Features and Enhancements information center PeopleSoft Update Manager Dashboard (8.55 & Up)

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