Hi! I'm Upgrade! Follow me to Financials 9.2!

Milestone Map, Pt. 1:

Track project process all the way to Go-Live

What do you do when you upgrade software on your computer at home? You either use software discs or you download what you need from the web, right? Then, you receive prompts from some kind of install wizard that leads you through the process.

Upgrading to PeopleSoft Financials 9.2 is a little different. Unfortunately, we don't have an install wizard. Our install wizards are OMES-ISD technical staff who will spend many hours over the next several months to make the transition as smooth as possible for you -- our users.

Follow along on the Milestone Map as Upgrade takes us through the steps to Go-Live:

Step 1: Planning

As reported on April 9, this step has been completed successfully.

What did we learn? We learned that we do not use a standard,
out-of-the-box copy of PeopleSoft. Over the years we have made a lot of changes and customizations to the system that not only make it less efficient, they also cost a lot to maintain.

So, one of the goals of Step 1 was to do an in-depth comparison and retire as many customizations as possible while still maintaining our requirements. The teams that gathered did a remarkable job and retired 119 customizations! They decided that 115 customizations would be included in the upgrade and that 19 additional items would be deferred until after the upgrade is completed.

Step 2: Design

Now that the initial planning is complete, we are moving on to the next Step. In the figure above, we are in the Design phase where we begin the process of putting together a shiny, new 9.2 environment in which EBS staff and consultants will eventually build and test out the new system.

The most exciting part of this Step is evaluating all the new features 9.2 has to offer and reconfiguring, or picking the settings, we can provide to our users. Think of it like picking your preferences on Facebook or Pinterest. The new features come with lots of options and this is the first time we get to see them work with our data.

Want a copy of the Milestone Map?

Stay tuned for more.....

The Cache

In the coming months, this is where you will find links to the most recent announcements and items you may want to look at frequently during the process.

• April 9 - BIG Benefit Spotlight: Speed
• March 20 - Five BIG Benefits
• March 6 - Watch This Space
• Milestone Map

Just the FAQs

In the coming months, this is where you will find helpful answers to broad questions; tips; and other items to keep you "in the know."

When will we Go-Live?

The 9.2 PeopleSoft Financials Upgrade is scheduled for completion and Go-Live in late 2014. Exact dates will  be announced later.

What about HCM?

An HCM upgrade is planned in the next couple of years.

Training Info

In the coming months, this is where you will find information, links, and schedules for Upgrade Training.