PeopleSoft Application Upgrades: Duke Energys Story
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About Us Kelley Willis IT Team Lead PeopleSoft and Testing
Services 2
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 3
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Company Profile 150+ years of service Fortune 500 $100 billion
in assets Stock dividends for 80+ years Traded on NYSE as DUK Dow
Jones Sustainability Index Completed Merger with Progress Energy to
form the Largest Electric Utility in U.S. Electric Service Areas in
6 states: North Carolina, South Carolina, Florida, Indiana, Ohio
and Kentucky 4
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Company Profile (cont.) 104,000 square miles of service area
49,600 MW of regulated generating capacity 7.1 million retail
electric customers 500,000 retail gas customers Generation
Facilities in North, Central and South America 5
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Carolinas Service Area and Generation Facilities 6
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Midwest Service Area and Generation Facilities 7
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Florida Service Area and Generation Facilities 8
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International Facilities 9
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IT @ Duke Energy 3000+ IT Personnel Centralized Break Down:
Functional Support Application Support Operations (Server, DBAs,
Network, etc) PeopleSoft Specific: 4 PeopleSoft Technical
Administrators 12+ PeopleSoft Application Support/Development
Resources (on\off shore) 10
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 11
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12 PeopleSoft History @ Duke Energy 1997 19982000 Financials HR
Version 6.0 Travel and Expense Financials HR Version 7.5 HR Version
5.0 2002 Travel and Expense Financials HR Version 8.0 2003 Supply
Chain Version 8.0 2007 Financials Version 8.9 2009 Travel and
Expense Version 8.9 2012 Travel and Expense Financials Version
9.1
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PeopleSoft @ Duke Energy PeopleSoft 9.1 Modules: General Ledger
(Journal Entries: ~25K (headers), ~4M(lines) /month) Accounts
Payable (Vendors: ~1600) Accounts Receivable (Bills: ~1200/month)
Project Costing (Projects: 800+) Travel and Expense (Reports:
~7000/month) PeopleTools 8.52 13
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PeopleSoft @ Duke Energy Database Platform: Oracle 11g R1 on
AIX Web, Application, Process Scheduler (nVision/ Crystals) Windows
2008 Servers Virtualized, VMWare Process Scheduler for Batch (SQR,
COBOL, AE) AIX 6.1 Cybermation ESP Scheduling Agent 14
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PeopleSoft @ Duke Energy PeopleSoft Paths(1 Production Support
and 2 Project) Comprised of 14 Instances: 3 Demo 3 Dev 3 Test 1 QA
1 Performance Test 1 Training 1 Production Support 1 Production
Environment 15
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16 PeopleSoft @ Duke Energy
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 17
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Past Mistakes Stopped loading tools upgrades Implementation
failures Insufficient testing Lack of application maintenance No
strategy Broke/fix situation Excessive customization Thousands due
to no oversight/governance Painful, expensive bundles and upgrades
Little interest from non-IT partners Maintenance = burden 18
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Seeds of Change Lack of vision SOX deficiencies Lengthy
financial close Lack of automation Conflicting reports No
scalability Excessive overtime, rework, etc 19
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 20
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The End Goals Supportable systems Scalable systems Business/IT
synergy Defined strategies and processes Automation Centralized
governance Commitment to best practices and standards Common
platforms 21
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How We Reached Our Goals Financial Re-Engineering Project
2006-2010 (FRE) PeopleSoft Upgrade (8.0 to 8.9) Database platform
change (DB2 to Oracle) New Financial HUB (scalable reporting
platform) Defined methodology across all projects. Adopted best
practices FRE evolved into the Finance Program Office (FPO)
Financial systems roadmap Commitment year after year Roadmap items
include: Upgrades/Patching and incorporation of IT operations
changes 22
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23 Financial data validation and integration is controlled
through the FIHUB The FIHUB is the single source for management and
regulatory reporting Future systems replacements will be simplified
as all point- to-point interfaces have been eliminated Financial
data validation and integration is controlled through the FIHUB The
FIHUB is the single source for management and regulatory reporting
Future systems replacements will be simplified as all point-
to-point interfaces have been eliminated Finance IT
Architecture
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Project Focus Across all efforts regardless of size Functional
and technical leadership Internal/dedicated and experienced team
lead resources Production Support involvement Leverage off-shore
resources, when needed Focus on change management from outset Phase
gate approach 24
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 25
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PeopleSoft Strategy Maintenance packs annually Bundles and
Individual updates will be applied on an as needed basis only. All
activities defined and detailed on work plans PeopleTools applied
on an annual basis Two flavors Major upgrade (i.e. 8.51 to 8.52) A
patch or dot release (i.e. 8.52.12 to 8.52.14) 26
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PeopleSoft Strategy (cont.) PeopleTools Critical Patch Updates
(CPUs) Quarterly basis, as delivered. These will be treated the
same as other Security Patches applied to Dukes infrastructure The
CPU will be applied to Test for a period of one month After one
month the patch will be applied to Production No set test phase
will be executed for these small patches 27
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How We Do It PeopleSoft efforts at Duke are divided into
phases: Plan & Analyze Design Build System Testing Deploy
Dedicated project paths Production changes retrofitted 28
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Tools We Utilize Change Impact Analyzer Analysis\Design Change
Assistant Build\Deploy PHIRE Build\Test\Deploy Quality Center Test
Performance Testing Tools (HP Performance Center) Test PeopleSoft
Test Framework Test Testing Center of Excellence Test 29
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PeopleSoft Test Framework - Overview Automated testing
framework delivered with PT 8.50 and later at no additional cost
Significant step in Oracles push to reduce upgrade project costs
Test scripts are tools objects which are migrated between
environments Fully functional testing suite including: Test script
repository Record and playback for scripting Script execution
tracking Script change-impact analysis tool 30
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PeopleSoft Test Framework Overview (cont.) Suggested uses for
PeopleSoft Test Framework: Impact analysis for tools and
application upgrades Storing core set of scripts Unit and String
testing Pass 1 environment shakeout testing Regression testing
Execution of scripts with defined input and results 31
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PeopleSoft Test Framework Benefits Benefits Significantly
reduces change impact analysis time by identifying impacted scripts
Automated testing to increase efficiency and accuracy Reduces
testing time and resources Visibility of usage of online functions
(usage monitor) Test scripts can be easily migrated between
environments Ensures coverage of functionality Enables consistent
testing across environments No additional software cost 32
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PeopleSoft Test Framework Challenges Challenges Shift in
thinking for unit and regression testing Forces structure for test
data rather than on-the-fly testing Requires recording of all core
test scripts (complete) Test executions are tracked in
PeopleSoft...not Quality Center If using QC and PTF together,
scripts would have to be maintained in both places. Script
execution could be done in PTF with link to results pasted to QC.
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Agenda About Duke Energy PeopleSoft at Duke Past Mistakes Our
Change in Course How Duke Keeps Pace With PeopleSoft On the Horizon
at Duke Questions? 34
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PeopleTools upgrade from 8.52 to 8.53 Timeline: March 2013
April\May June\July Build System Test & Performance Test
Training Analysis & Design August 2013 Deploy 35 Current
Example
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In Flight PeopleTools 8.53 Upgrade in 2013 Evaluate Selective
Patching Virtual Demo Environment Accept Patches that are desired
Robust process to apply feature packs Oracle 11G R2 Database
Upgrade 36
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Recap Maintenance strategy needs to map with enterprise IT
goals Strive to best-in-breed for our accepted process Add value
and save time for our user by streamlining testing Have a game plan
to stay as current as you can 37