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How to Align Organizational Objectives with Your PeopleSoft Investment

PeopleSoft RECONNECT Envision

At RECONNECT Envision 2021, MIPRO Consulting’s Larry Zagata, Managing Partner, VP Delivery, and Jeff Micallef, Co-Founder and Managing Partner, presented how to align organizational objectives with your PeopleSoft investment. The presentation focused on the perspective of C-level/management.

Zagata and Micallef shared a tailored process for enabling an organization to leverage PeopleSoft’s capabilities in order to maximize value and investment.  They also discussed a method for defining organizational objectives, mapping those objectives to capabilities in PeopleSoft, and prioritizing and defining projects to achieve results based on business benefit and feasibility.

About MIPRO Consulting

MIPRO Consulting was formed in 2005 by former PeopleSoft executives to provide dedicated PeopleSoft consultancy. MIPRO focuses primarily on optimizations, upgrades, and managed services. Some customer projects include:

  • Optimizations, assessments, and implementations
  • PUM updates and managed services
  • ERP Specialists: FMS, SCM, and Lease Administration
  • Chatbots, Kibana, and moving PeopleSoft to OCI
  • Acquisitions and company mergers

Challenges of Optimizing PeopleSoft

Zagata provided examples of some challenges that customers may face that prevent them from getting the most out of their PeopleSoft system.

  • Upgraded to PeopleSoft 9.2 but performed a “technical only” upgrade
    • No new 9.2 features deployed
    • No new Tools 8.5x features deployed
    • No Fluid deployed
  • Very manual intensive approach to operational support
    • Buyers run queries, print results, navigate to source pages and investigate
  • Executives cannot get the data they need in a timely manner
    • Run daily queries and BI publishers reports scheduled
  • Inefficient work processes
    • Lack of use of Work Centers
  • The organization is becoming more mobile and working remotely

Optimization Approach

Step 1 of MIPRO’s optimization approach is an Executive Workshop where you will need to define challenges, align objectives, and prioritize objectives. Once you’ve done that, you can move on to Step 2 – a PeopleSoft review. This in-detail review will take a look at new features and functionality that has been delivered in PeopleSoft. From there, recommendations can be made about prioritized projects, feasibility, business benefit, and roadmap items. Step 3 of this approach is to establish the project roadmap that will help you provide improved functionality, stability, and employee satisfaction.

MiPro Optimization Approach

Executive Workshop

Pre-pandemic, this workshop would traditionally happen on-site, but MIPRO has since adapted it to occur remotely. The goal of this workshop is to gather leaders in each area of the project to work through the following steps:

  1. Define your current issues/concerns (top to bottom). It’s important to be specific and generate a list.
  2. Document specific objectives that must be accomplished. Narrow it down to a handful.
  3. Come to a consensus and prioritize objectives.
  4. Define and document success criteria. What defines a successful optimization?
  5. Generate an Executive Strategy Outline (ESO) that is used to help prioritize projects.
  6. Execute product reviews.

The image below shows an example of documenting objectives and their corresponding challenges (listed in another section of the ESO).

Zagata further explained the reasoning behind this approach. There have been 800+ new HCM features and 1,100+ new FSCM features since 9.1. With that many new features, there is no good way to jump in and figure out where optimization opportunities are. By taking on the approach of identifying challenges and objectives, your organization will have specific areas of focus that are most urgent and beneficial.

The process has a natural flow. Executive challenges help feed downstream challenges, and challenges help define what needs to be addressed. Those challenges are easily transformed into objectives, which are used for internal alignment and priorities. Everyone should be working to achieve these objectives from top to bottom. These objectives then guide the PeopleSoft reviews.

PeopleSoft Review

Once the challenges and objectives are compiled, MIPRO helps customers take that information and focus on areas to improve or optimize within PeopleSoft to help accomplish the objectives. The PeopleSoft review consists of the following steps:

  • Generate a list of new features and functionality available between the current Image and the latest available Image
    • Utilize the Cumulative Feature Overview (CFO) tool
  • Understand the objectives and focus on the areas in PeopleSoft to achieve those objectives
  • Review current business processes
    • Where can new features/functionality improve these processes?
  • Review current setup and configuration in PeopleSoft
    • Where can you eliminate customization?
  • 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
  • Develop a Project Plan to execute the various “mini” projects

The images below show examples of the benefit and feasibility chart that MIPRO can help you establish. This shows the priority of each project, the business benefit, feasibility, and objective that it supports.

Benefit and Feasibility

Feasibility Chart

The benefit and feasibility chart helps your organization focus on items that have high business benefit and high feasibility. On the other hand, it prevents you from focusing on items with a big lift (low feasibility) and a low business benefit. Completing this review helps you prioritize projects and provides your organization with a nice roadmap of features and functionality to deploy in order to help optimize your PeopleSoft system and improve business processes. This will also help you see if it’s a timeline you can manage on your own or if you will need the help of an implementation partner like MIPRO to help you carry it out.

MIPRO also helps organizations develop an optimization level chart that shows where your current state and desired state fall on the scale between sub-optimized and optimized. This chart also helps identify primary opportunities for improvement.

Optimization Level Chart

It’s important to focus on not only new features and functionality but also the existing capabilities of PeopleSoft and how you can configure it to improve the end user experience. Existing features like Simplified Analytics, Kibana, Page and Field Configurator, drilling URLs, Related Actions, and Fluid pivot grids are great places to start. MIPRO can help customers bridge the knowledge gap to help them understand what features are and how they can be leveraged.

Project Roadmap

The documentation that you create during the executive workshop and PeopleSoft review will help your organization define your projects. These documents will show the project and the proposed solutions. MIPRO helps customers sort through the most important recommendations. The team meets with teams throughout the organization and helps them agree to priorities and projects that have the biggest benefit. The recommendations directly related to the established objectives, and as you continue down the roadmap of projects, you will move toward a more optimized PeopleSoft system.

How to Align Organizational Objectives with Your PeopleSoft Investment