PeopleSoft 9.2 HCM Re-Implementation

Reducing Customizations and Moving to the Person Model

In July 2012, BTRG embarked on the multi-phase mission to upgrade SLAC’s PeopleSoft Financials, Human Capital Management (HCM), and Supply Chain Management Systems from 8.9 to 9.1. As the HCM phase drew near, Oracle announced the release of PeopleSoft 9.2. After an efficient but thorough evaluation process, both BTRG and SLAC agreed that advancing to 9.2 instead of 9.1 would provide more features and more alignment with overall project goals. The scope of work included Core HR and Absence Management.

Traditional Upgrade vs. Re-Implementation

Before jumping to 9.2, BTRG and SLAC’s teams had to consider whether a traditional upgrade or a re-implementation approach would be best. SLAC’s PeopleSoft 8.9 HCM application had a very high level of customizations. Looking to drop the weight of these complex customizations and start clean to leverage more of 9.2’s fresh out-of-the-box features, both teams determined that a re-implementation would be the most efficient. Because a re-implementation approach is less common, SLAC had to rely heavily on BTRG’s advanced PeopleSoft expertise. Through the re-implementation, BTRG eliminated the old customized objects (including records, fields, and a completely customized portal registry), as well as facilitated a cleanup through the re-conversion of data while moving it from 8.9 to 9.2.

Client Overview

SLAC National Accelerator Laboratory (SLAC) is one of 10 Department of Energy (DOE) Office of Science laboratories and is operated by Stanford University.

Industry

Department of Energy

Annual Budget

$350 Million (2012)

Module

PeopleSoft 9.2 HCM Re-Implementation

%

85 Percent Reduction in Customizations

Intuitive usability with efficient WorkCenters & Dashboards

Completed on-time and within-budget

PeopleSoft became the System of Record (SOR) for all persons

Improved interface and enhanced reporting

Strengthened self-service experience

Traditional Upgrade

Migrate your data from one version to another using Oracle’s delivered tools to identify any changes in record structures and provide necessary defaults to utilize in the process.

Re-Implementation Process

Move business configuration and data from current into new database

Implement the software vanilla and then import your data to the defined record structures

Start with a clean PeopleSoft 9.2  database

Leave all modified object and customizations behind

Move to the Person Model

The Person Model provides a complete picture of the various relationships and any movement between those relationships a person may have within SLAC (i.e. employee, contingent worker, or person of interest). Switching to a Person Model meant that PeopleSoft would now be the sole system of record (SOR) for all persons associated with SLAC.

Working with SLAC personnel, BTRG defined classifications for persons of interest and contingent workers.  A conversion process was developed to bring the data from the custom records in the 8.9 environment and create the corresponding POI and CWR records in the 9.2 environment. During the re-implementation, SLAC desired to change the department structure. BTRG assisted SLAC personnel to define profiles which could be assigned to specific users.

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