Best Practices for Upgrading PeopleSoft Enterprise

There are many reasons to consider upgrading. For example:

  • Upgrading may provide access to new functionality and software applications that can help keep your organization well positioned to meet your business objectives through leveraging the latest technology
  • In an increasingly rigorous regulatory compliance environment, upgrading may facilitate compliance at a lower cost through retiring customizations and deploying standard processes across your organization
  • Upgrading will allow you to leverage the latest performance and usability enhancements, enabling you to increase the efficiency of your applications and your business
  • You may need to upgrade to remain eligible for the highest levels of product support

In evaluating any upgrade, there are many factors to consider such as support time frames, functional capabilities, technical infrastructure, and underlying business needs. These factors are often complex and interrelated—all of which adds to the importance of determining the most appropriate upgrade strategy.
To help you make an informed decision, this paper outlines our plans for supporting and advancing PeopleSoft Enterprise as well as its successor, Oracle Fusion Applications.

Upgrade Overview
Before pursuing an upgrade, it is imperative that you fully understand the upgrade process, potential upgrade paths, and most importantly your criteria for considering an upgrade of your PeopleSoft Enterprise solution.
The Upgrade Process
An upgrade project is in many respects similar to an implementation project; however, upgrade projects can be significantly more efficient than implementations because they leverage your previous implementation efforts and outputs. In addition, upgrades can be executed within the current change management system used by your organization.
Within the upgrade project, there are several key areas of work that begin with project definition and continue through the training of personnel on the new solution.