# Presentation: 040120

## PeopleSoft Implementation

- Chad Bartram CPA,CMA
- cbbartram@wnp2.com

**At**

**Energy Northwest**

## Agenda

**Background**

**Purchase Decision**

**Project Guidelines**

**Implementation Timeline**

**Project Team**

**Interfaces**

**Lessons Learned (so far)**

## Energy Northwest - Who We Are

**Public utility - 1,200 MW generation**

**Joint operating agency & municipal corporation**
**1,100 employees**
**$425M operating revenues**
**$6.4B in bonds outstanding**

_***Background***_

## HR/Financial Software

**Human Resources Management**
**Base Human Resources**
**Benefits Administration**
**Payroll**
**Time & Labor (time entry system)**
**Financial Management**
**General Ledger**
**Projects Costing **
**Budgets**
**Asset Management**

_***Background***_

## Accounting Drivers

**Bond covenants **
**Federal Energy Regulatory Commission**
**Washington state law**
**FASB statements and interpretations except for those that conflict with GASB**
**Activity based management**

_***Background***_

## Cost Dimensions

_***Background***_

## Implementation Objectives

**Fix the Year 2000 issue **
**Purchase technology**
**Evolve from historical accounting    system to management information system**
**Minimize  system platforms**
**Process efficiencies & cost reductions**
**Support new business initiatives**

_***Purchase Decision***_

## Our Vision for the End User

**On-line, direct access to information **
**Project costs updated daily during critical business periods**
**Employee and contractor hours**
**By name and by discipline**
**Graphical depiction of cost & budget**
**Forward information electronically **
**Work flow**

_***Purchase Decision***_

## Project Budget

_***Purchase Decision***_

**Software/Consultants****	****$1,605K**
**Hardware****	****	****	****     104K **
**Subtotal****	****	****	****$1,709K**
**Internal labor ****	****     ****	****     815K**
**Total****	****	****	****	****$2,524K**

## Why PeopleSoft?

**A recognized market leader in enterprise resource planning**
**Indus/PeopleSoft strategic business alliance**
**Payback in 3 years**
**Web enabled**
**Training program**

_***Purchase Decision***_

## Why PeopleSoft ? (continued)

**Customer satisfaction - 99% would buy again **
**Datamation 1998 Product of the Year**
***“******PeopleSoft 7 is leading the way outshining SAP’s R/3...”***
**Scalable 3-tier architecture with Release 7.5**

_***Purchase Decision***_

## PeopleSoft 7.5 Architecture

_***Purchase Decision***_

## Implementation Guidelines

**Look to change business processes first**
**Modification rules **
**Panel modifications - OK**
**Table modifications - Will consider**
**Cobol modifications - *****Almost never***

**Implementation Guidelines**

_***Project Guidelines***_

## Project Timeline - Phase 1

_***Project Schedule***_

**After implementation, decision made to move to Commercial Release 7.5**

## Project Timeline - Phase 2

_***Project Schedule***_

**HR/Payroll Upgrade**

**8/98**

**6/99**

**11/98**

**Budgets**

**1/99**

**Time & Labor**

**Projects**

**General Ledger**

**Asset Management**

**Benefits Administration**

## Very Big Bang - Passport 6.1.1

**Work management**
**Worker radiation exposure **
**Equipment tag-outs**
**Inventory/Purchasing**
**Accounts Payable**
**Mainframe to UNIX client server**
**Must build interface to a moving target**
**Implement activity based management**

**Very Big Bang - Passport 6.1.1**

_***Project Schedule***_

## Project

**Scope**

**Install**
**Software**

**Train**
**Project**
**Team**

**Build**
**Technical**
**Infrastructure**

**Create**
**End User**
**Documentation**

**Fit/Gap**

**Build **
**and**
**Test**
**Prototypes**

**Convert**
**Data**

**Develop**
**Interfaces**

**Perform**
**Testing**

**Go**
**Live**

**Tune**
**System**
**Performance**

_***Project Schedule***_

## Project Team

_***Project Organization***_

_**Project Participants**_** **
**Energy NW             7.5**
**Consultants             1.5**

## A Word About Consultants

**$145 to $250 per hour **
**Critical to ERP implementation**
**Full project management or team augmentation**
**Functional or technical**
**Both application and industry knowledge**

_***Project Team***_

## Interface Design

**Interface Design**

## Module Interfaces 

**Module Interfaces **

**Other**

_***Interfaces***_

**HRMS**

**Financials**

## Lessons Learned (so far)

**ERP systems very complex**
**Availability of consultants**
**In-house technical support**
**Employee retention**
**Budget - would like more**
**Change management**