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9.2 Optimization

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With PeopleSoft 9.2 there is a lot of conversation about taking advantage of new features and functionality, de-customizing, and optimizing your solution as new features are delivered as often as quarterly. But how does an organization go about optimizing PeopleSoft? The first thing to remember is that you must treat the optimization as a project and not as a discrete activity. When you treat the optimization as a project your organization needs to:

  1. Define your current issues/concerns (top to bottom)
    • Be specific, generate a list
  2. Document specific objectives that must be accomplished
  3. Reach a consensus & prioritize objectives
  4. Define & document success criteria
    • What defines a successful optimization outcome?
  5. Generate an Executive Strategy Outline (ESO) consisting of the issues, objectives and success criteria
    • Used to help prioritize projects
  6. Execute product reviews within PeopleSoft
  7. Generate a roadmap to execute optimization content that provides the largest business value and is achievable within an acceptable timeframe

Optimization

Why is it important to take the time to execute in this manner?

  • Executive challenges (top level) help feed downstream challenges
  • Challenges help define what needs to be addressed
  • Challenges are easily transformed into objectives
  • Objectives are used for internal alignment and priorities
  • Objectives are used to guide the PeopleSoft reviews

Optimization 2

Once you have all the challenges and objectives defined, your organization is then ready to execute the PeopleSoft product review portion.

  • Generate feature/functionality available between current image and latest available image
  • Understand the objectives and use those objectives to focus on the areas in PeopleSoft to achieve those objectives
  • Review current business processes
  • Review current setup and configuration in PeopleSoft
  • Don’t ignore opportunities to improve the end user experience
  • Generate a list of opportunities
    • Define the business benefit
    • Define the feasibility
    • Map the recommendation to the objective it helps achieve
    • Prioritize
  • Detailed documentation
  • Project Plan to execute the various “mini” projects for optimization

By executing your optimization in this manner, your organization will be much more likely to implement changes that are most beneficial. MIPRO has a very structured process to support optimizations, if you would like additional information, please contact me at larry.zagata@miproconsulting.com.

 

Elasticsearch

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Is your organization considering Elasticsearch? Then this is a must-watch video with some great overview information.

The key take-aways and content include:

  • SES and Verity will be deprecated in PeopleTools 8.56
  • SES will be supported in PeopleTools 8.55 until April 2018
  • Do not deploy Elasticsearch from their website, there is a very specific PeopleSoft version that needs to be deployed
  • Utilizes PeopleSoft security so any search returns will only return information that the user is subject to view based on the PeopleSoft security setup
  • The video discusses 3 cases or situations those deploying Elasticsearch may encounter
    • Fresh install: (No SES currently deployed but may have Verity)
    • Migration: Move from SES currently in use with planned down time for the conversion over to Elasticsearch
    • Migration: Move from SES with a live cutover (no down time for SES during the transition)
  • The bulk of the video discusses 7 steps to transition to Elasticsearch in good detail:
    • Estimate resource requirements
    • Deploy on server using DPK
    • Take new features and fixes to PeopleSoft and Elasticsearch
    • Perform acceptance testing
    • Build PeopleSoft search indexes on Elasticsearch
    • Configure PeopleSoft integration with Elasticsearch
    • Migrate to Elasticsearch instance

If you would like additional information on Elasticsearch, or have any other PeopleSoft related questions please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Classic Plus To Harmonize With Fluid

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Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid. Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward” Here is a snippet of what you will find in the Oracle Blog. Deliver, Deliver, Deliver “Speaking […]

Saving Customers from Themselves

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One of the principles that MIPRO lives by is, “Always tell your customer what they need to hear, not just what they want to hear.” We are passionate about providing real, honest observations and feedback. Sometimes we are tested to see just how far we will take that commitment. We recently had a customer decide […]

Every Quarter Equals New Functionality

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PeopleSoft Selective Adoption The recent blog title from the Quest International Users Group – “PeopleSoft Is Alive and It’s Time to Adopt” caught my attention because it’s what we’ve been sharing with our customers for the past few years. While a rip and replace cloud strategy might be the right direction for some, those who […]

2017 Education and Networking Conferences

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Have you planned your education and networking budget for 2017?  In addition to the Oracle PeopleSoft website, www.peoplesoftinfo.com, there are several user groups that organize in-person and virtual monthly meetings along with annual conferences.  User groups are great resources for: Product and customer information To see what topics are trending with customers Presentation and education […]

Guided Self-Service

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PeopleSoft 9.2 delivers a new way to process manager self-service transactions called Guided Self-Service. This is a framework under which various MSS transactions, such as promotion, transfers etc., can be configured in a wizard-like approach. This way of processing HR transactions removes the emphasis on screens and navigations and puts the emphasis on business processes. […]

Idea Spaces – My Oracle Support Community

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Idea spaces, which can be found under My Oracle Support Communities (you will need an Oracle login and password to access) are not new to the Oracle site but have taken on greater value under the new continuous delivery model. Through Idea Spaces, individuals can submit enhancement requests, rate submissions made by others, share information […]

FSCM Configured Navigation Collections

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Today we are going to describe how to create your own configurable Navigation Collections. This is a follow up blog to a previously written blog about the entire list of FSCM Navigation Collections available in FLUID and how to make them available not only on the FLUID Homepage, but also in the FLUID Navigator. If […]

ERP or CMMS?

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If you’re planning on growing your business ERP is the way to go for today…and tomorrow. There have been many articles written about the pros and cons of each of these options for handling your maintenance and facilities management functions. They range from cost, flexibility, ease of use and complexity. It doesn’t matter what side […]

Innovations Highlighted at the 31st International Maintenance Conference

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There continues to be exciting advancements around the use of technology in supporting Maintenance and Reliability initiatives.  While attending the 31st Annual International Maintenance Conference, presenters and vendors shared how the maintenance and reliability community is adopting and adapting technology. Presenter Russ Parrish, from CBRE, led a session titled “Reliability-Based Maintenance in the Year 2030:  […]

Ease of Use – Millennial PeopleSoft

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PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft FUI  Happy New Year!! PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft Fluid User Interface (FUI) will turn your current PeopleSoft system into a modern, up-to-date system and, most important – make the system more user friendly and just plain easier to use. While many companies have upgraded to PeopleSoft 9.2, […]

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