Client Overview

Multi-Step PeopleSoft Financials 9.2 Upgrade for a National Health System
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Client Overview

The client is one of the largest nonprofit, faith-based health systems in the United States, operating 120 hospitals and providing approximately $2 billion annually in care for people living in poverty and other community benefit programs.

Beyond care delivery, its subsidiaries provide physician practice management, venture investing, treasury management, biomedical engineering, clinical care management, information services, risk management and group purchasing.

Business Needs

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The health system is committed to continuous improvement and cost reduction, and its finance systems needed to keep pace.

It required an upgrade of PeopleSoft Financials from 8.9 to 9.2 and of PeopleTools from 8.48 to 8.54 a complex, multi-step upgrade.

Challenges

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  • Deliver on an aggressive timeline and within budget
  • Shrink the production cutover window: the VCHR_ACCTG_LINE table alone held more than 200 million rows, and alters on large tables were running for hours
  • Resolve long-standing pain points
  • Use 9.2 functionality to improve processes and the user experience
  • Reduce customizations
  • Automate manual processes

Approach

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Comprobase worked closely with the client team, starting with an analysis of current processes, requirements, pain points, configurations and customizations. Fit-gap sessions mapped 9.2 features to requirements, identified customizations to retire and highlighted where delivered best practices made more sense than custom code.

We then designed and built the upgraded application, configuring new 9.2 features and retrofitting the customizations that remained, performed unit testing, and supported the client’s team through system testing and user acceptance testing.

Need Juneds Input: Removed the unexplained name “Artesian.”
To shorten cutover, our DBAs identified every SQL step that could run in parallel (table alters, Data Mover scripts and Application Engine conversion programs) and executed them concurrently on the Oracle database server, adding indexes where needed to improve performance.

After functional and user acceptance testing, we transferred knowledge to the client’s team so they could take full advantage of 9.2 with less reliance on outside consultants, then executed the upgrade scripts and configured production for go-live.