1. Best Practices: Learn from the AARP Implementation of PeopleSoft Financials 9.2 Early Adopter Program (EAP)
September 30, 2014
This is the optional cover page.

2. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 2

3. Who we are: AARP Video 3

4. Organizational/System Metrics
Location : 50 states, DC, Puerto Rico and US Virgin Islands
Business Units : 23
Employees : 2,500
System
Customers : 1,400
Vendors : 254,000
Banks : 2 Banks; 35 Accounts
Monthly Vouchers : 15,000
Monthly Billing : 300
Monthly Pos/Reqs : 2,500
Monthly Expenses : 3,800
Open Grants : 80
Fixed Assets : 6,000

5. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 5

6. Business Value Improved user experience Integrated platform
Automated controls
Improved period close
Data accuracy
Increased Reporting Capability
Business Process Standardization
Optimized, scalable organizational structure
Enhanced collaboration w/employees, suppliers, customers & partners 6

7. IT Value Disparate systems Multiple databases
Manual, redundant processes
Fragmented Master Data
Fragmented reporting
Current State
Integrated systems
Common database
Automated processes
One common set of Master Data
Single system of record
Future State 7

8. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 8

9. Program Organization 9 Executive Sponsors Program Lead
Program Operations Team
Director, ERP
Project Manager
Solution Architect
Program Coordinator
ERP Advisors
Project Analyst
Finance Analyst
Group Finance Dir
IBM Lead
IBM Project Manager
Subject Matter Expert (SMEs)
Chg & Training Specialist
3rd Party Proj Dir & Principal Architect
Org Chg Specialist
IBM Project Manager
Communications Specialist
Procurement Support
IBM Solution Architect
Enterprise Performance Management (EPM)
Process Representatives
Solution Owner
Solution Architect
Subject Matter Expert (SMEs)
Source to Settle (S2S)
Process Representatives
Solution Owner
Solution Architect
Subject Matter Expert (SMEs)
Hire to Rehire (H2R)
Process Representatives
Solution Owner
Solution Architect
Subject Matter Expert (SMEs) IT
Solution Owner
Solution Architect
Process Representatives
Subject Matter Expert (SMEs)
Process Representatives
Solution Owner
Solution Architect
Subject Matter Expert (SMEs)
Account to Report (A2R)
Process Representatives
Solution Owner
Solution Architect
Subject Matter Expert (SMEs)
Customer to Cash (C2C)
Senior Advisor
IBM Delivery Project Exec
HCM/EPM Support Team
Application Support
Solution Owner
Solution Architect
Subject Matter Expert (SMEs)
Treasury Workstation
Project Manager (IT)
Project Manager (Business)
HCM/JDE Support Team
Senior Advisor 9

10. Implementation Schedule10

11. 32 Systems Consolidated to PeopleSoft Data Center Migration to Cloud
Legacy State (Total 32)
Implemented State
PeopleSoft
FSCM 9.2 +
OBIA
QuestStat
(Planned)
Concur
Travel & Expenses
JDE
GL, Assets, Grants, Projects, AP,
Reqs, POs, Vendors, Customers
Admark
Customers, Billings, AR
Manual + access dbs
Supplier Contracts, Strategic Sourcing,
Financial Gateway, Reporting
PS HCM 9.1
Improvements
Benefits Assessment, Security Rationalization, Row Level Security, Apply Maintenance packs 3-7
PeopleSoft
HCM 9.1 +
ELM 9.1
QuestStat
Ontrack +
Learning Portal
Enterprise Learning Management
Gauss
ePerformance
UPKs for Training
Data Center Migration to Cloud

12. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 12

13. Implementation Footprint
New 9.2 Features Adopted
Financials Audit Trail for Supplier Changes
Balance Sheet Valuation through Settlement Date
Account Reconciliation Management
Improved General Ledger to Sub-System Reconciliation
Combination Editing by Transaction Source
SpeedCharts
Mass GL Journal Approval
Enhanced Approvals for GL Journals
Approval Workflow for Commitment Control Budget Journals
Implementation of Financial Gateway
Project Summarization
Rounding and Accelerated Processing for Project Funds Distribution
A2R: Accounts to Record
General Ledger
Grants Management
Project Costing
Asset Management
Commitment Control 13

14. Implementation Footprint
New 9.2 Features Adopted
Supplier Hierarchy
Implementation of Contracts
Supplier Onboarding & Collaboration
Audit trail to support the changes that are made to the supplier core data.
Self-Service Supplier and Bidder Registration
Implementation of Strategic Sourcing
Price Adjustment Visibility on Requisitions
PO Rollover Improvements
Procurement and Payables Integration to Asset Management
Transparent Punchout
S2S: Source to Settle
Purchasing
eProcurement
Supplier Contracts
Strategic Sourcing
Accounts Payables
Travel and Expenses
Financial Gateway 14

15. Implementation Footprint
New 9.2 Features Adopted
Cash Forecasting
Billing Dashboard and Workcenter
AR Workcenter
C2C: Customer to Cash
Customer Management
Customer Billing
Accounts Receivables
Customer Contracts 15

16. Implementation Footprint Remaining Implementation Modules
H2R: Hire to Retire
ePerformance
eDevelopment
Enterprise Learning Management
Security Redesign
Remaining Implementation Modules
eCompensation
Succession Planning
Career Planning 16

17. Implementation Footprint EPM: Enterprise Performance Management
Enhanced Hyperion 11.1
Enhancement & DRM
HR OBIEE/OBIA
Procurement OBIEE/OBIA
Projects OBIEE/OBIA
Financials OBIEE/OBIA 17

18. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 18

19. Approach to finding a Reporting Home
Defined and implemented a Reporting Governance Structure to analyze and migrate user requested reports

20. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 20

21. QA and Testing Business Process/Policy Change Impacts
Non Functional/Infrastructure Test
Prod Readiness
Test: 2 Months
UAT: 6 Weeks
Integration Test: 2 Months
System Test: 2 Months
Unit and String Tests
Design Validation incl. Visual CRPs: 2 months

22. * In consideration now to address regression test with PUM application
QA and Testing: PTF
PTF (PeopleSoft Test Framework): Not Used*
* In consideration now to address regression test with PUM application
Rationale: Manual test activity to enable knowledge transition and build up SME knowledge

23. Program Value Proposition Program Scope & Timeline
Agenda
Get to Know AARP
Program Value Proposition
Program Scope & Timeline
Feature/Function Highlights
Reporting Solutions
Testing
Change Management 23

24. Platform Adoption Secure Enterprise Search (SES) & Global Search
Pivot Grids
Embedded Help
New PeopleSoft Online Help Solution
PeopleSoft Update Manager (PUM)
Apple Devices
New Attachment Functionality
Work Centers and Dashboards
Value Add Integrations (Integration broker enhancements)
Approval Workflow Improvements & Extensions

25. Our Guiding Principles Remain Unchanged25

26. Change Management – Lessons Learned
Complicating factors
Unwinding 10 years of business process
Moving off an exceptionally stable platform
BPO of AP and Payroll during implementation
Communication plan
End User Driven Strategy

27. Contact Information
Amy Doherty
VP, CSSD, AARP
Steven Doyle
Partner, IBM
Sid Prodhan
Associate Partner, IBM