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

2. 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

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

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

5. PeopleSoft 9.2 is the last and final version of PeopleSoft

6. You MUST stay current on the latest images with Selective Adoption

7. Moving PeopleSoft into the Cloud means going to Fusion

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

9. 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 weeks

10. 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.

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

12. 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

13. 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.

14. 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

15. 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

16. 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

17. Related Content Event Map

18. 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.

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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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)

26. 100400