PeopleSoft Managed Services: Best Practices for ...
Transcript of 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
© 2020 SpearMC Consulting
Cameron McClurgManaging Director (Seattle)[email protected](206) 819-7851
Gary DranikoskiDirector (Pittsburgh)[email protected]
About SpearMC Consulting
© 2020 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
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Best Practices
PeopleSoft RECONNECT 20 7
Best Practices for Application Design and Training
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How to Minimize Support Needs
Intuitive Design
Provide Self Service Help Documentation/Process
Leverage Emerging Tech
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Design Principles
Minimize Complexity (Eliminate “special” requirements)
Leverage Page and Field Configurator
Bring Offline Forms/Processes into PeopleSoft.
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Page and Field Configurator
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Before After
Forms and Approval
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Custom built forms within PeopleSoft
that leverage field validation and
approval workflow
Self Help
• Invest in Training and Automated Self Help
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Self Help
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Self Help- Captivate
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Self Help- Captivate
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Emerging Tech - Chatbots
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Best Practices for a PeopleSoft Service Desk
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Establish a…
Centralized Platform for Issue Management
Communications protocol and schedule
Process for prioritizing work
Knowledge Base
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Service Desk Software…
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• 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
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• Spin up additional
projects
• Reusable workflows
• Performance
Metrics
• # of Issues by
_____
• Status• Assignee
• Pillar
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Real-time Support Metrics Dashboard
© 2020 SpearMC Consulting
Best Practices for Infrastructure
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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
PeopleSoft RECONNECT 20 24
OCI Scaling
PeopleSoft RECONNECT 20 25
Load BalancerSubnet B
WebSubnet E
Subnet GProcess Scheduler
Application Servers
FD1
FD1 FD2 FD1 FD2
Load BalancerSubnet B
WebSubnet E
Subnet GProcess Scheduler
Application Servers
FD1
FD1 FD1
“Down” times Month EndLoad BalancerSubnet B
WebSubnet E
FD2
Subnet GProcess Scheduler
Application Servers
FD1 FD2
FD1 FD2 FD1 FD2
Month End+
Extra UsersExtra Processing Power
OCI Build
• “Smart” Redundancy
• PeopleSoft Cloud Manager Controls Costs
PeopleSoft RECONNECT 20 26
Best Practices for Automated Testing
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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
PeopleSoft RECONNECT 20 28
PTF Implementation
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Validate &
Update Test Plans
Prep PTF Environment
& Clients
Validate& Update
Test Scripts
Validate & Update
Shell Tests
Execute Test Library & Review
Logs
Correct Issues & Maintain
Test Assets
1
3
2
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6 DEV
TST
QA
TRN
Non-Prod
*Start with SpearMC
test libraries for all
PeopleSoft modules
Case Studies
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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
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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
Case Study: Parkview Health
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1. Application
Support
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Reduced overall
Support costs by
15%
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
Case Study: Parkview Health
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2. Leverage
Data
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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
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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
Case Study: First Financial Northwest Bank
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1. Hosting
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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
Case Study: First Financial Northwest Bank
© 2020 SpearMC Consulting
2. Complete Managed
Services
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Cameron McClurg
206-819-7851
Gary Dranikoski
724.448.1614
102550