1. Living in the world of Selective Adoption
100550
Venkatesh
IT Manager
Alameda County ITD, California

2. Alameda County

3. About Alameda County County was established in 1853
Seventh most populous county in California, with 1.6 million residents as of 2014
One of the most ethnically diverse regions in the Bay Area and the nation
Oakland is the seat of County government and its largest city
Has an area of 821 square miles, with 21 different agencies
About 9,000 employees
Annual budget $2.74 Billion

4. Awards and Recognitions
5 Solution Awards
7 Significant Achievement Awards
6 Achievement Awards
Best Agency Application
Ranked 7th in the Country
Merit Award Recipient
Chef's Award
2015 Innovation Award
Excellence in Technology Award

5. PeopleSoft History @ the County
ALCOLINK – County internal name for PeopleSoft applications
Implemented PeopleSoft HCM & Financials version 7.02 in July of 2000
Upgraded to 8.3 in 2004
Migrated from DB2 to SQL Server in 2007
Upgraded to 9.0 in 2009
Upgraded to PeopleSoft Financials 9.2 in May of 2015
Upgraded to PeopleSoft HRMS 9.2 in Aug of 2015

6. PeopleSoft @ the County
ALCOLINK is accessed by county employees and 100+ ROV contractors
943 PeopleSoft Financials users
No. of Vendors in the system: 40,959
No. of Vouchers created last year: 98,462 valued at $6,038,647,585.20

7. About Information Technology Department
Provides centralized technology solutions countywide
About 200 employees, includes:
Infrastructure and Technical Services
Data Center Services
Application Services
ALCOLINK Team
PeopleSoft Financials
PeopleSoft HRMS

8. Life before Selective Adoption
Historically Application upgrades used a big bang approach and took months/years of prep to be deployed
Upgrades brought about a drastic change to the system. Users experienced a dramatic and shocking transformation
Change management was a major part of any upgrade

9. Bundles, MPs & New Features
Bundles and maintenance packs were used to fix issues and to stay current with the technology
Had to wait years for the new release, in order to take advantage of any new enhancements and features. Was forced to take all of the changes that were part of the upgrade

10. What is Selective Adoption
Oracle releases the PUMs on a set schedule – every 10 weeks
We download and deploy the PUM image
We select the specific updates and apply them to the system on our own schedule and only the relevant changes that are applicable to us
This is consuming at a bite sized rather than the whole enchilada approach

11. What is Selective Adoption
Advantages:
Helps us to be always current with the application technology and functionality, without the big and involved upgrades
Ability to plan better implementation of PUMs around our maintenance schedule
Disadvantages:
Always in the upgrade mode and users are in a constant mode to test the application functionality. Can use PTF to overcome this!

12. What is a PUM
Get new & innovative functionality without an elaborate upgrade
Absorb only the changes that you want, for what modules you have
Determine your own schedule for adoption
Continue to have your own customization strategy

13. Alameda County ITD, California

14. What do we include in our PUMs?
Features
New feature roll outs
Compliance
Tax Updates and other regulatory requirements
Issues
Fixes to the Issues and Bugs reported by customers

15. Our Approach Compliance, Security fixes
All compliance changes and security fixes will be implemented mandatorily

16. Our Approach
Issues
As soon as the PUM is released, ITD checks against the issue list reported by business users, maintained internally. Issues related to the application and the custom/customized objects, on a quarterly basis
Will apply all fixes related to the issues above
Application and tools issues fixed by Oracle

17. Our Approach
PUMs applied Annually
Apply all of the PUMs released in the preceding year, on an yearly basis, during Jan-June timeframe excluding the fixes already applied (as listed above)

18. Financials PUM Status (as of July 2016)
PUM 9 (currently in Production)
PUM 18 (specific updates, as below)
Will be current - PUM 19
In Apr 2017 10
PO: Tax Rate issue after copying an existing PO 12
SS: Analyze export received extra on collaboration 14
PO: Chartfields from the contract default incorrectly during a PO Change Order 15
AP: Update 16
AP: Use Tax calculated on tax exempt PO voucher 11
AP: Error message is generated when trying to pay the withholding schedule
GL: Edit Chatfield from budget journal or transfer journal page not working 18
AP: 1099-MISC Correction

19. Alameda County ITD, California

20. HRMS PUM Status (as of July 2016)
PUM 10 (currently in Production)
PUM 17 (specific updates, as below)
Will be current - PUM 20
In July 2017 13
2015 Tax Updates A,B,C 14
2015 Tax Updates D
Direct Deposit Enhancements
Check Reversal fix issue
ACA changes 15
2015 Tax Updates E
Patch Tax Update E updates 16
W2C Changes
ACA patches 17

21. Alameda County ITD, California

23. 100550