UK Oracle User Group


6 Best Practices For Upgrading PeopleSoft

9 October 2013

Oracle’s PeopleSoft Enterprise applications have rapidly evolved over the past several years.

In particular, the latest release of PeopleSoft 9.2 and the recent release of the PeopleSoft 9.1 Feature pack have significant enhancements and changes in functionality, scalability, usability, and a lower maintenance cost of ownership.

For this reason, we’ve created this brief article on the best practices for upgrading your PeopleSoft application.  The goal of this paper is to give you a high level overview of when and why you should upgrade your applications along with some key best practices to consider during your upgrade project.

Whether your PeopleSoft application is Human Capital Management (HCM) or Financial Supply Change Management (FSM), upgrading to the latest release of your PeopleSoft application can allow your organization to leverage new key functionality and usability through leveraging the latest technology.

Here are a few reasons why your organization may decide to upgrade to the latest release of PeopleSoft:

  • Upgrading to a new release can lower your organizations total cost of ownership by leveraging new functionality, thereby allowing you to retire and eliminate customizations.
  • The newer release offers many technology performance and usability enhancements   that will increase the overall efficiency of your business processes and your application.
  • Upgrading to the latest release allows your organization to remain on the latest support level from Oracle.

Once you decide to upgrade your PeopleSoft application, there are many complex and interrelated factors such as your organizations resource availability, budget, project duration and overall organizational impact. All of these factors should be carefully considered to ensure the success of the upgrade and ensure you implement the best and most appropriate upgrade strategy. 

Understand the Upgrade Process and Determine Your Upgrade Path

Ensure that all team members and process owners of your application thoroughly understand the overall upgrade process.  An upgrade project is very similar to an implementation project; however, an upgrade project is more efficient than implementations because they leverage your previous implementation efforts and outputs.

Treat Your Upgrade Project as any Formal Company Project

In order to ensure the success of your upgrade, the planning and project management rigor  is extremely important.  A structured approach for managing the upgrade tasks, resolving issues, and measuring progress is absolutely critical.

Review and Grasp all New Capabilities and Features 

A critical review and assessment of the new features and enhancements compared to your current release is crucial in understanding the value of investing in an upgrade and determining the best path.  This can result in the retirement of many of your organizations customizations.

Evaluate your Technical Infrastructure 

As part of your Upgrade strategy, you should consider your technical infrastructure requirements, including client architecture, application server, Web services, and database options.  For example, by choosing to leverage Cloud technology and the new Fusion Middleware and database options, you could experience substantial benefits by having your database and application server running on a single platform

Choose an Upgrade / Implementation Partner with Experience

Most organizations perform upgrade projects very infrequently, so it is important to leverage the right implementation partner with proven experiences as much as possible.

Determine When to Change or Add Business Processes

Upgrading to a new release can lower your organizations total cost of ownership by leveraging new functionality, thereby allowing you to retire and eliminate customizations. In addition, a newer release of your PeopleSoft application offers many technology performance and usability enhancements that will increase the overall efficiency of your business processes and your application.  One critical decision for your upgrade project is whether you will implement the new functionality as part of the upgrade, or upgrade your current processes without change, and implement new functionality as a follow-on project.

Your organization must evaluate the costs, risks, and rewards of an upgrade in the same way they would evaluate a new business proposal.  Follow these simple steps and practices and ensure that your PeopleSoft upgrade is a success!

By: Derek Tomei | VIA: it.toolbox.com

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