PeopleSoft Managed Services: Best Practices for ...

PeopleSoft Managed Services: Best Practices for Application Support, Hosting, Testing-as-a-Service

Cameron McClurg, SpearMC Inc.

Gary Dranikoski, SpearMC Inc.

102550

Your Presenters

Cameron McClurgManaging Director (Seattle)cameron@spearmc.com(206) 819-7851

Gary DranikoskiDirector (Pittsburgh)gary.dranikoski@spearmc.com724.448.1614

About SpearMC Consulting

▪ PeopleSoft Hosting on Oracle Cloud Infrastructure

▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

▪ PeopleSoft and Tools Training

▪ PUM Update & Testing Service

▪ PeopleSoft Reseller since 2008

▪ PTF and Test Automation

▪ Oracle Hyperion and Cloud EPM

▪ Oracle Business Intelligence

▪ PeopleSoft Managed Services

Certifications: PeopleSoft/PeopleTools, Oracle Cloud Infrastructure, Infrastructure as a Service (IaaS), Hyperion, Oracle Cloud EPM

PeopleSoft RECONNECT 20 4

The Road to Kibana @ 11.45 AM on 6 Oct (Tue)

Fluid Discussion Service @ 12:15 PM on 6 Oct (Tue)

PeopleSoft Chatbots @1:00 PM on 6 Oct (Tue)

Managed Services: Best Practices @9:15 AM on 7 Oct (Wed)

Candidate Data Privacy @ 12:00 PM on 7 Oct (Wed)

Extending PeopleSoft Work Centers @ 11:15 AM on 8 Oct (Thu)

Employee Engagement Surveys @11:15 AM on 8 Oct (Thu)

SpearMC

Managed Services

Oracle Cloud Hosting

Emerging Technology

Training

Analytics

Thought Leadership

All Times PDT

Intended Audience

PEOPLESOFT CUSTOMERS FUNCTIONAL OR TECHNICAL

Best Practices

Best Practices for Application Design and Training

How to Minimize Support Needs

Intuitive Design

Provide Self Service Help Documentation/Process

Leverage Emerging Tech

Design Principles

Minimize Complexity (Eliminate “special” requirements)

Leverage Page and Field Configurator

Bring Offline Forms/Processes into PeopleSoft.

Page and Field Configurator

Before After

Forms and Approval

Custom built forms within PeopleSoft

that leverage field validation and

approval workflow

Self Help

• Invest in Training and Automated Self Help

Self Help

Self Help- Captivate

Emerging Tech - Chatbots

Best Practices for a PeopleSoft Service Desk

Establish a…

Centralized Platform for Issue Management

Communications protocol and schedule

Process for prioritizing work

Knowledge Base

Service Desk Software…

• What is the effort to get this up and

running

• Customizable

• Simple and intuitive

• Share information with

customers, developers and

service desk team

• API’s available

• Service Level

Agreements

• Time estimates

• Reporting

• Clear licensing costs

• Customer Portal

Easy to set-up and use

Scalable

Time Tracking

Integrated with other products

Cost effective

• Spin up additional

projects

• Reusable workflows

• Performance

Metrics

• # of Issues by

• Status• Assignee

• Pillar

Real-time Support Metrics Dashboard

Best Practices for Infrastructure

SpearMC CloudShift Includes:

▪ Needs Analysis, Planning, Sizing, Pricing

▪ Lift and Shift (or Move and Improve)

▪ Hosting

▪ Cloud Manager Configuration

▪ Full Lifecycle Management

▪ DR, Scaling Storage/Performance, and Security

OCI Scaling

Load BalancerSubnet B

WebSubnet E

Subnet GProcess Scheduler

Application Servers

FD1 FD2 FD1 FD2

Load BalancerSubnet B

WebSubnet E

Application Servers

FD1 FD1

“Down” times Month EndLoad BalancerSubnet B

WebSubnet E

Application Servers

FD1 FD2

FD1 FD2 FD1 FD2

Month End+

Extra UsersExtra Processing Power

OCI Build

• “Smart” Redundancy

• PeopleSoft Cloud Manager Controls Costs

Best Practices for Automated Testing

PeopleSoft Test Framework

Why use Test automation for PeopleSoft ERP?

✓Oracle utilizes PTF to automate their PeopleSoft testing

✓Cost effectively implement selective adoption and regulatory patches

✓Enable more frequent PUM applications (additional business value)

✓Standardize testing and results across all environments and releases

✓Reduce cost and time for testing Production releases

o New PUM Image and PeopleTools releaseso Stage end-to-end data for Unit Testingo PeopleSoft Enhancements and Fixeso PeopleSoft Configuration changeso New PeopleSoft moduleso Infrastructure Changes

PTF Implementation

Validate &

Update Test Plans

Prep PTF Environment

& Clients

Validate& Update

Test Scripts

Validate & Update

Shell Tests

Execute Test Library & Review

Correct Issues & Maintain

Test Assets

Non-Prod

*Start with SpearMC

test libraries for all

PeopleSoft modules

Case Studies

PeopleSoft application support and more

Full suite of managed services including Operational Application Support (Technical and

Functional), PeopleSoft Test Framework, Testing as a Service and OCI tenancy, plus special projects such as Segregation of Duties Remediation, Grants Reimplementation, ePerformanceNotification Framework

Parkview Health was looking for▪ PeopleSoft experience and a track record

supporting other Healthcare organizations

▪ Cost effective contract with flexibility

▪ Fresh approach to Support - more than

technical break fixes

▪ Tools, processes and other services including

▪ Integrated processes

▪ Extensive knowledge transfer

▪ Modern helpdesk software

Case Study: Parkview Health

Objective:

Replace existing support provider

with a full-service partner, reduce support costs/hour

Focus Area/Event:

• Jira Service Desk Implementation• Cherwell Integration

Benefits Realized:

• Process improvements

• Reduction in customizations

• Streamlined architecture

• Real-time reporting

1. Application

Support

Reduced overall

Support costs by

Objective:

Provide a blueprint of activities, areas

of opportunity and improvement for

Finance, HCM & Technology

Focus Area/Event:

• Addressing hotspots (identified by

Metrics)

Benefits Realized:

• Visibility to leadership• Planning (Budget & Time)

• Proactive approach

2. Leverage

20% reduction in

new/recurring issues

PeopleSoft Hosting

First Financial Northwest Bank had no interest to get in the ERP business. They didn’t want on

prem servers. They didn’t want to build an internal IT support system of PeopleSoft administrators, database analysts, and functional experts. They just wanted to be users of a Financial Management solution. And they want it to stay current.

First Financial was looking for▪ Replacement for underperforming cloud

Financial Accounting System (SaaS)

▪ PeopleSoft Licensing

▪ Hosting

▪ Managed Services

▪ Rapid Implementation

▪ Turnkey Vendor

Case Study: First Financial Northwest Bank

Objective:

Leverage the scalability,

performance and security of cloud infrastructure

Focus Area/Event:

• Oracle Cloud Infrastructure

Benefits Realized:

• Secure Pipeline

• Robust Disaster Recovery

• Scale

• Patching/Maintenance

1. Hosting

Objective:

Keep PeopleSoft Running, Updated

and Optimized

Focus Area/Event:

• 24/7 Support

Benefits Realized:

• Technical System Administration

with Stay Current Services

• Functional Support

• Report Writing

• New Features

2. Complete Managed

Services

Cameron McClurg

Cameron@spearmc.com

206-819-7851

Gary Dranikoski

gary.dranikoski@spearmc.com

724.448.1614

102550

PeopleSoft Managed Services: Best Practices for ...

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