• 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.

Our 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