Transcription
PeopleSoft Managed Services:Best Practices for ApplicationSupport, Hosting, Testing-as-aServiceCameron McClurg, SpearMC Inc.Gary Dranikoski, SpearMC Inc.102550
Your PresentersCameron McClurgManaging Director (Seattle)cameron@spearmc.com(206) 819-7851Gary DranikoskiDirector 4 2020 SpearMC Consulting
About SpearMC Consulting PeopleSoft Hosting on Oracle CloudInfrastructure PeopleSoft Reseller since 2008 PTF and Test Automation PeopleSoft FSCM, HCM, SCM, GrantsHealthcare Research PeopleSoft and Tools Training PUM Update & Testing Service Oracle Hyperion and Cloud EPM Oracle Business Intelligence PeopleSoft Managed ServicesCertifications: PeopleSoft/PeopleTools, Oracle CloudInfrastructure, Infrastructure as a Service (IaaS),Hyperion, Oracle Cloud EPM 2020 SpearMC Consulting
PeopleSoft RECONNECT 204
The Road to Kibana @ 11.45 AM on 6 Oct (Tue)ManagedServicesFluid Discussion Service @ 12:15 PM on 6 Oct (Tue)ThoughtLeadershipOracle CloudHostingPeopleSoft Chatbots @1:00 PM on 6 Oct (Tue)Managed Services: Best Practices @9:15 AM on 7 Oct (Wed)SpearMCCandidate Data Privacy @ 12:00 PM on 7 Oct (Wed)EmergingTechnologyAnalyticsExtending PeopleSoft Work Centers @ 11:15 AM on 8 Oct (Thu)Employee Engagement Surveys @11:15 AM on 8 Oct (Thu)TrainingAll Times PDT
Intended AudiencePEOPLESOFT CUSTOMERS 2020 SpearMC ConsultingFUNCTIONAL ORTECHNICAL6
Best PracticesPeopleSoft RECONNECT 207
Best Practices forApplication Design andTraining8 2020 SpearMC Consulting
How to Minimize Support NeedsIntuitive DesignProvide Self Service Help Documentation/ProcessLeverage Emerging Tech 2020 SpearMC Consulting9
Design PrinciplesMinimize Complexity (Eliminate“special” requirements)Leverage Page and FieldConfigurator 2020 SpearMC ConsultingBring Offline Forms/Processesinto PeopleSoft.10
Page and Field ConfiguratorBefore 2020 SpearMC ConsultingAfter11
Forms and ApprovalCustom built formswithin PeopleSoftthat leverage fieldvalidation andapproval workflow 2020 SpearMC Consulting12
Self Help Invest in Training and Automated Self Help 2020 SpearMC Consulting13
Self Help 2020 SpearMC Consulting14
Self Help- Captivate 2020 SpearMC Consulting15
Self Help- Captivate 2020 SpearMC Consulting16
Emerging Tech - Chatbots 2020 SpearMC Consulting17
Best Practices for aPeopleSoft Service Desk18 2020 SpearMC Consulting
Establish a Centralized Platform for Issue ManagementCommunications protocol and scheduleProcess for prioritizing workKnowledge Base 2020 SpearMC Consulting19
Service Desk Software Clear licensing costs Customer PortalCost effective Share information withcustomers, developers andservice desk team API’s availableIntegratedwith otherproductsEasy toset-upand useScalableTime Tracking Service LevelAgreements Time estimates Reporting 2020 SpearMC Consulting What is the effort to get this up andrunning Customizable Simple and intuitive Spin up additionalprojects Reusable workflows20
Real-time Support Metrics Dashboard PerformanceMetrics # of Issues by Status Assignee Pillar21 2020 SpearMC Consulting
Best Practices forInfrastructure22 2020 SpearMC Consulting
SpearMC CloudShift Includes: Needs Analysis, Planning, Sizing, PricingLift and Shift (or Move and Improve)HostingCloud Manager ConfigurationFull Lifecycle ManagementDR, Scaling Storage/Performance, and Security
OCI ScalingPeopleSoft RECONNECT 2024
OCI Scaling“Down” timesMonth EndLoad BalancerSubnet BSubnet GProcess SchedulerFD1Month End Load BalancerSubnet BLoad BalancerSubnet BWebSubnet EWebSubnet EWebSubnet EFD1FD1FD1Application ServersFD1Subnet GProcess SchedulerFD1FD2Application ServersFD1FD2Extra ProcessingPowerPeopleSoft RECONNECT 20Subnet GProcess SchedulerFD1FD2FD2Application ServersFD1FD2Extra Users25
OCI Build “Smart”Redundancy PeopleSoft CloudManager ControlsCostsPeopleSoft RECONNECT 2026
Best Practices forAutomated Testing27 2020 SpearMC Consulting
PeopleSoft Test FrameworkWhy 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 releasesooooooNew PUM Image and PeopleTools releasesStage end-to-end data for Unit TestingPeopleSoft Enhancements and FixesPeopleSoft Configuration changesNew PeopleSoft modulesInfrastructure ChangesPeopleSoft RECONNECT 2028
PTF Implementation1*Start with SpearMCtest libraries for allPeopleSoft modulesValidate&UpdateTest Plans6CorrectIssues &MaintainTest Assets2Prep PTFEnvironment& ClientsDEVTSTNon-Prod QAExecuteTest Library& ReviewLogs53TRNValidate &UpdateShell TestsValidate&UpdateTest Scripts4 2020 SpearMC Consulting29
Case Studies30 2020 SpearMC Consulting
Case Study: Parkview HealthParkview Health was looking for PeopleSoft experience and a track recordsupporting other Healthcare organizations Cost effective contract with flexibility Fresh approach to Support - more thantechnical break fixes Tools, processes and other services including Integrated processes Extensive knowledge transfer Modern helpdesk softwarePeopleSoft application support and moreFull suite of managed services including Operational Application Support (Technical andFunctional), PeopleSoft Test Framework, Testing as a Service and OCI tenancy, plus specialprojects such as Segregation of Duties Remediation, Grants Reimplementation, ePerformance31Notification Framework 2020 SpearMC Consulting
Case Study: Parkview Health1. ApplicationSupportObjective:Replace existing support providerwith a full-service partner, reducesupport costs/hourFocus Area/Event: Jira Service Desk Implementation Cherwell IntegrationBenefits Realized: Process improvements Reduction in customizations Streamlined architecture Real-time reportingReduced overallSupport costs by15%32 2020 SpearMC Consulting
Case Study: Parkview Health2. LeverageDataObjective:Provide a blueprint of activities, areasof opportunity and improvement forFinance, HCM & TechnologyFocus Area/Event: Addressing hotspots (identified byMetrics)Benefits Realized: Visibility to leadership Planning (Budget & Time) Proactive approach 2020 SpearMC Consulting20% reduction innew/recurring issues33
Case Study: First Financial Northwest BankFirst Financial was looking for Replacement for underperforming cloudFinancial Accounting System (SaaS) PeopleSoft Licensing Hosting Managed Services Rapid Implementation Turnkey VendorPeopleSoft HostingFirst Financial Northwest Bank had no interest to get in the ERP business. They didn’t want onprem servers. They didn’t want to build an internal IT support system of PeopleSoftadministrators, database analysts, and functional experts. They just wanted to be users of aFinancial Management solution. And they want it to stay current. 2020 SpearMC Consulting34
Case Study: First Financial Northwest Bank1. HostingObjective:Leverage the scalability,performance and security of cloudinfrastructureFocus Area/Event: Oracle Cloud InfrastructureBenefits Realized: Secure Pipeline Robust Disaster Recovery Scale Patching/Maintenance35 2020 SpearMC Consulting
Case Study: First Financial Northwest Bank2. Complete ManagedServicesObjective:Keep PeopleSoft Running, Updatedand OptimizedFocus Area/Event: 24/7 SupportBenefits Realized: Technical System Administrationwith Stay Current Services Functional Support Report Writing New Features 2020 SpearMC Consulting36
Cameron McClurgCameron@spearmc.com206-819-7851Gary 02550
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 o
