The Path to Fusion Strategies for PeopleSoft Owners

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The Path to FusionStrategies for PeopleSoft
Owners
Optimizing Packaged Applications
Newmerix Corporation 1100 S. McCaslin Blvd,
Suite 160 Superior, CO 80027 303-350-3900
www.newmerix.com or nielr_at_newmerix.com
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Who I Am..

• Niel Robertson
• CTO/Founder, Newmerix Corp.
• Eight years building automated test, change
  management, and performance management solutions

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Newmerix is in the Business of

• PeopleSoft Change Management
• Helping PeopleSoft customers manage the frequent
  application changes caused by constant patches,
  upgrades, and customizations thus reducing the
  risk of
• Time overruns
• Poor quality
• High ongoing maintenance costs
• Non-compliance
• Unnecessary disruptions to business processes

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Agenda

• Halfway to Fusion Recap
• Four Potential PeopleSoft Strategies
• Three Paths to Fusion
• Brief Overview of Automate!PeopleSoft
• QA

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• Lets Review What Oracle Announced

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Fusion Now Has Three Components

• Fusion Tools
• Fusion Middleware
• Fusion Applications

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Fusion Tools

• Fusion tools will replace existing application
  toolsets
• (PeopleSoft) PeopleTools, SQRs, nVision, PSQuery
• (Oracle) Oracle Forms, Reports
• (J.D. Edwards) OMW
• (Siebel) Siebel Tools (implied)
• Fusion toolset based on JDeveloper
• 100 Java Based (no legacy support for
  PeopleCode, BFL, SiebelVB)
• Next generation of EBS toolset
• GA available today (http//www.oracle.com/technolo
  gy/products/jdev/index.html)
• Heavy focus on SOA platform
• BPEL Manager and BPEL Engine
• Consolidated Data Management
• Composite Application Framework
• Standards based middleware stack
• Combine Oracle Apps, Your Own Custom Apps, and
  3rd Party Components
• Database Choices
• To date Oracle has only officially announced
  support for Oracle

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Fusion Middleware
PeopleTools 8.47 is the first certified release
for Fusion Released November 16, 2005

• What version of apps/tools are you on?
• Oracle E-Business suite 11i and 12
• PeopleSoft Enterprise 8.9 and 9.0
• JD Edwards EnterpriseOne 8.11 and 8.12
• JD Edwards World A7.3, A8.1, and the 2006 JD
  Edwards World release

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Fusion Applications

• Fusion Applications being built from scratch
  using the best requirements from all the Oracle
  family of applications
• All Fusion applications built using new Fusion
  Toolset
• Oracle implied first applications will become
  available around Q1 2007 most available
  2008-2010

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Pros of the Announcement

• Process based
• SOA
• Customize, build, and upgrade in modular chunks
• Standards based
• Reuse existing application infrastructure
  licenses
• Composite Applications
• Migrate custom development and Fusion development
  onto the same platform

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Cons of the Announcement

• Customizations need retirement
• How to convert reports (SQRs)?
• How to migrate PeopleCode?
• Retrain staff on new Java skillsets

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Unknowns of the Announcement

• Database Support
• DB2 (likely)
• SQL Server, Sybase, Informix (Sybase)
• When will all the applications for any suite be
  available
• What data model will be the starting point (EBS)

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You Have Four Strategies

• Switch
• Freeze (Wait and See)
• Go Legacy
• Adopt Fusion

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Switch Strategy
Starting over with SAP (or other vendor) the
technology learning curve will be very similar
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Freeze Strategy
Freeze all planned upgrades and new
implementations until a clear product map,
technology architecture, and support structure is
defined by Oracle
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Go Legacy Strategy
Move away from Oracle Support to a 3rd party
support provider TomorrowNow, LegacyMode, Klee
Associates, USi, etc..
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• Three Paths to Fusion

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Strategy 1 Start with Fusion Toolset

• Start Now (2006)
• Focus Development Process
• Value Reduce cost by consolidating custom and
  packaged application development onto the same
  platform

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Strategy 1 What about PeopleSoft?

• Standardize development and change management
  processes in PeopleSoft as well
• Implement change planning system
• Implement compliancy (SOX) processes
• Increase quality processes for existing
  PeopleSoft applications
• Become efficient enough to keep up to date with
  patches, bundles, service packs
• Retrain PeopleSoft staff on Java

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Strategy 1 Pros and Cons
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Strategy 2 Start with Fusion middleware

• Start 2006/2007 (8.47 Tools)
• Focus Business Processes
• Value Leverage existing PeopleSoft investment
  while extending applications using SOA/BPEL
  framework

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Strategy 2 What about PeopleSoft?

• Focus on defining business processes clearly and
  leveraging existing PeopleSoft functionality
  mixed with modular custom extensions
• Customizations through composite application
  framework
• Increase quality through better documentation of
  business processes
• Expand compliancy processes across composite
  application framework

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Start with Fusion Middleware
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Strategy 3 Start with Fusion applications

• Start 2008? 2009? 2010?
• Focus Understanding scope of customizations
• Value Understand how much work you really have
  in front of you to upgrade to Fusion

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Strategy 3 What about PeopleSoft?

• You are going to live with PeopleSoft for a long
  time so make it as cost effective as possible to
  maintain
• Invest in change management applications
• Automate testing
• Implement a service desk to help arbitrage the
  most important fixes, patches, and requests
• Define and implement compliancy policies to
  reduce cost and exposure around your mission
  critical PeopleSoft applications
• Reduce ongoing license costs if possible

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Start with Fusion Applications
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Key To Succeeding

• Master constant change in PeopleSoft as it will
  be the same in Fusion
• Maintain or improve quality through each
  transition
• Document customizations and business processes
• Invest in processes and tools that will
  transition from PSFT to Fusion

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• Brief Overview of Automate! Suite

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Four Disciplines of PeopleSoft Change Management
Automated Software Quality
Change Planning
PeopleSoft Change Management
Change Release Management
Workflow, Versioning, Auditing
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Automate!PeopleSoft Suite
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Our Secret Sauce (Testing Example)

• All changes in PeopleSoft are made in the
  metadata
• Both PeopleSoft delivered changes and
  customizations occur in the metadata
• Newmerix recognizes each type of metadata change
  and the impact it will have on automated test
  scripts
• Newmerix correlates every metadata change to
  lines of the test script that interact with that
  metadata object
• Newmerix recognizes and categorizes over 1300
  types of metadata changes

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Newmerix Automate!PeopeSoft- Product Screen
Shots -
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Automate!Program Manager Service Request
Management
Collect, organize, and prioritize requests
Allow visibility into the resolution of requests
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Automate!Change Specifying a Migration Process
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Automate!Test Fully Integrated PeopleSoft
Metadata
Description of change type and how it will affect
testing
PeopleSoft metadata objects that have changed
Test Script lines related to metadata object that
changed
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• For more detailed analysis of the Half Way to
  Fusion announcement, please go to
• http//parallax.blogs.com

For more information on Newmerix products please
visit http//www.newmerix.com
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QAContact Infonielr_at_newmerix.com(303)
588-8543
Optimizing Packaged Applications
Newmerix Corporation 100 Superior Plaza Way,
Suite 200 Superior, CO 80027 (303)
642-4600 www.newmerix.com