Upgrade

An upgrade project typically consists of two major components. The technical and PeopleTools upgrade, designed to bring the existing databases to the same version. The Application upgrade, designed to convert business data to the upgraded version. During this process, any new or enhanced functionality, as well as eliminating obsolete processes is executed.

The Upgrade Process uses the RI+ methodology in its entirety, with differences occurring in Phase 5 and 6. Phase 5 and 6 are optionally implemented, depending upon the degree of enhancements.

The RI+ methodology consists of Eight Phases of a Peoplesoft Implementation / Upgrade Project.

The Upgrade Deliverables based on these phases are:

• Phase 1: Pre-implementation Planning
• Project Plan
• Project Organization Chart
• Implementation / Upgrade Strategy Document
• Risk Analysis / mitigation Document
• Project Scope Document
• Infrastructure Analysis
• Phase 2: Product Walkthroughs
• Requirement Analysis Document
• Application Feature Checklists
• Table Setup Sequence
  
• Phase 3: Fit / Gap Analysis (Transparent Training)
• Detailed Fit / Gap Analysis
• Detailed Requirement Specifications
• Prototype / Proof of Concept (POC) Instance
• Phase 4: Develop Baseline Functional Specifications
• Baseline Functional Specifications
• Phase 5: Vanilla implementation / Base Upgrade (Includes Testing)
• Converted Database
• Unit Testing and Integration Test Plans
• Test Scenarios
• Phase 6: Key Customizations
• Customizations / Retro-Fitting as a result of the Fit / Gap Analysis
  
• POC for enhancements
• Upgrade dry-runs
• Phase 7: Testing
• Test Plans
• Test Scripts
• Performance Testing Strategy
• Archival Strategy
• Disaster Recovery Strategy
• Phase 8: Go Live
• Organization Readiness Document
• Help Desk Procedures
• Future Optimization document