Telecom Equipment Company Undertakes Complete Digital Transformation With Oracle ERP Cloud Platform

Lift and Transform PeopleSoft to Oracle Cloud Infrastructure
Migrating ERP systems like PeopleSoft to the cloud is a strategic move that promises agility, scalability, and cost savings—but it’s also a complex undertaking that requires careful planning and execution. For organizations looking to modernize their PeopleSoft environments, Oracle Cloud Infrastructure (OCI) offers a robust platform to achieve these goals while laying the foundation for future SaaS transformation.
This presentation provides a comprehensive roadmap for lifting and transforming PeopleSoft to OCI, including seven essential elements that ensure a successful migration. It covers critical considerations such as cloud configurations, migration strategies, timelines, and financial impacts, helping organizations make informed decisions before embarking on their cloud journey.
Key Highlights:

Seven Essential Elements for Migration: Learn the core components of a successful PeopleSoft-to-OCI migration plan.
Cloud Configurations & Objectives: Understand different deployment models and how they align with business goals.
Strategic Decisions & Financial Impact: Explore pivotal choices that influence cost, timelines, and long-term ROI.
Customer Success Story – Paradise Island Resorts:

Achieved 40% cost savings by replacing outdated hardware with OCI.
Completed database upgrade (12c to 19c), PeopleTools upgrade, and migration of three environments (1 PROD + 2 DEV/TEST) in under three months.
Transitioned from AIX to Red Hat Enterprise Linux (RHEL), including two payroll execution testing cycles.
Established a smooth migration path that supports future SaaS transformation initiatives.


Benefits of OCI Migration:

Enhanced agility and flexibility.
Improved productivity and operational efficiency.
Reduced maintenance overhead and security patching complexity.



Why It Matters
As organizations strive to modernize their ERP systems, OCI provides a secure, scalable, and cost-effective platform for transformation. This session equips IT leaders, ERP managers, and cloud strategists with actionable insights to plan and execute migrations that deliver measurable business value.
Learning Objectives:

Understand the critical steps in PeopleSoft-to-OCI migration.
Learn best practices for minimizing risk and downtime.
Explore real-world success stories and lessons learned.
Prepare for future SaaS adoption with a solid OCI foundation.

👉 Download the full presentation and learn more here:
https://www.datavail.com/resources/lift-peoplesoft-shift-oci/

1. TELECOM EQUIPMENT COMPANY
UNDERTAKES COMPLETE DIGITAL
TRANSFORMATION WITH ORACLE ERP
CLOUD PLATFORM
10/05/2023

2. Free Beer for a Year!

3. Certification
•Oracle Certified in Payables
Implementations
•General Ledger
•Accounts Payables, Accounts
Receivables
•Fixed Assets
•Expenses
•Procurement
•ERP Systems with Supply
Chain Management (SCM)
SARAH MARTINEZ
Oracle Cloud ERP Solutions Architect
and Functional Lead
Datavail
Experience
•10+ years of Oracle Cloud
ERP
•Multiple roles & industries
Background
•Third-party integrations
•Multi-currency
consolidations
•Financial reports
•Complex approval workflows

4. 4
We’ve Done this
for 17+ years
1200+
Consultants focused on Cloud deployments
and managed services
1000+
Implementation
Experience
10+
Years Cloud
Experience
12+
Focused
Industries
500+
Customers with
average lifespan of
7+ years
$25M
Invested $25M in IP that improves
the
service experience and drives efficiency
We are aconsulting/managed services partner specializing in
translating your IT technology asset into business value….
Accelerated
Cloud
Migrations
Systems
Integration
Data Migration
and
Conversions
Regression
Testing
Health
Checks &
Assessments
Upgrades
Cloud
Consulting
Cost-value
Analysis
Optimization
Managed
Services
Migrations,
Optimization,
Support
Monitoring &
Incident
Response w/ SLAs
Service
Requests
24x7 In-Office
Coverage
Proactive Services
(Health, Tune)
Project Services Operational Managed Services
Our Technology Partners

5. CORE COMPETENCIES
•PeopleSoft HCM
•PeopleSoft Financials
•Oracle E-Business Suite (Financials)
•Oracle E-Business Suite (Supply Chain)
•Oracle ERP (Finance Cloud)
•Oracle HCM & Payroll Cloud
•Oracle Project Portfolio Cloud
•Oracle RMCS
•Oracle Subscription Mgmt. Cloud
•Oracle Inventory Cloud
•Oracle Demand Planning Cloud
•Oracle Supply Planning Cloud
•Oracle Procurement Cloud
Certifications/Credentials
•Consumer Package Goods
•Wholesale Distribution
•Manufacturing
•Telecom
•Hospitality
Industry Focus
•Oracle Order Management Cloud
•Oracle Sales/CPQ/Service Cloud
•Oracle Manufacturing Cloud
•Oracle EPM Cloud (ePBCS, FCCS, ARCS)
•Oracle Hyperion / Essbase
•Oracle PaaS Cloud
•Oracle Cloud Applications Architect
•Oracle Integration Cloud
•Oracle Cloud Database Architect
•Oracle Middleware Architect
•Oracle Apps Database 12.x 19c
•Oracle Apps Middleware Technologies
DatabasesDeep database
expertise in the leading
legacy and modern data
platforms
AnalyticsServices help our
customers visualize,
analyze, and integrate data
ApplicationsCreate,
modernize and manage
business applications
(Custom Microsoft business
apps and Oracle financial
applications)
On-Prem, AWS, Azure,
Oracle Cloud
InfrastructurePlan,
architect, migrate,
modernization and manage
databases, analytics and
applications
•Media, Sports &
Entertainment
•Logistics &
Transportation
•Public Sector & Higher
Education
•Oil & Gas
•Retail
•Professional Services
and Hugh Tech

6. GLOBAL TRANSFORMATION
Cloud Path to Infinite Continuous Improvement

7. Journey to Infinite Continuous Improvement
•Transformative Customer Journey
•Global Transformation
•Current state assessment
•Future State Vision
•Vendor Selection
•Transition Plan & Implementation
•Post-go-live stabilization
TALKING POINTS

8. TAKE THE TRIP

9. CUSTOMER’S TRANSFORMATIVE JOURNEY
1998 2016 2018 2020 2021 2022
Last
Upgrade of
BaaN
Pause ERP
Implementation
Digital Transformation
Re-Initialized
Selects
Oracle + Datavail
Go-Live with
HCM Cloud Suite
Sales, Service, CPQ,
PLM
Demand Planning
Combined
Business
Planning
In Progress
COVID-
19
Strikes
M&A event

10. TRANSFORMATION JOURNEY
To achieve the desired
future state, we need to
answer
•How do business processes
need to change to support
the future vision?
•How does the organization
need to change to support
the new business
processes?
•How does technology need
to change to support the
new organization and
business processes?
•How are we going to get
from the current state to
the future vision (FUEL)?Plan the Journey
Conducted at a fast pace with discipline
•Undertake Organizational
Change Management + End
User Training
•Develop Business
Architecture → Technical
Architecture
•Redefine Business Process
→ System Configuration
•Cleanse & Migrate Data
•Test functionality by
undertaking UAT →
Technical Testing
•Go Live
Take the Trip
Realizing ADTRAN’s potential by achieving
•Reliability
•Visibility
•Scalability
•Automation
•Accuracy
•Efficiency
•Governance
•Control
Enjoy the Destination
Supported, well
designed Operational
systems architecture
Reliability, Visibility &
Scalability
Eliminate Manual
Processing & Increase
Automation
Greater governance &
control over key
business data
“Learning and innovation
go hand in hand. The
arrogance of success is to
think that what & how you
did yesterday will be
sufficient for tomorrow.”
William Pollard
“At least 40% of all businesses will die in the next 10 years… if they don’t figure out how to change their entire company to accommodate new technologies.”
John Chambers
Cisco System

11. GLOBAL TRANSFORMATION
Different levels of transformation will require different activities and needs for support.
Types of Projects/Programs
Migrate Adapt Optimize Transform
Typical Level of Project/Program
Complexity
Low High
Typesof Consulting Services Need for Consulting Services
BusinessStrategy,Architecture &
Journey Mgmt
Optional(Unlikely) Optional Optional Required
Cloud & Technology Strategy,
Architecture & Journey Mgmt
Necessary Necessary Necessary Necessary
Project/ProgramManagement Necessary(Project) Necessary (Project)
Necessary
(Project/Program)
Necessary (Program)
Process
Design/Optimization/Transformation
Necessary (Design)Necessary (Optimization)Necessary (Optimization)
Necessary
(Transformation)
SystemConfiguration/Development Necessary Necessary Necessary Necessary
Data Conversion/Migration Necessary Necessary Necessary Necessary
SystemIntegration Necessary Necessary Necessary Necessary
OrganizationDesign Unnecessary Unnecessary Necessary Necessary
PolicyAssessment & Management Necessary Necessary Necessary Necessary
Process/System Training&
Communications
Necessary Necessary Necessary Necessary
Other Training & Communications Optional (Unlikely) Optional(Unlikely) Optional Required
Shift
Technology
Adapt process
to technology
Adapt process to
technology, optimize
operations
Align people, process,
and technology to
business strategy

12. GLOBAL TRANSFORMATION
Cloud Path to Infinite Continuous
Improvement
Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
Infinite
Continuous
Improvement
01
02
0304
05

13. Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
Infinite
Continuous
Improvement
01
02
0304
05
•Approach enables increased speed of
innovation, operational efficiency, and
productivity while improving our ability to
continuously deliver exceptional customer
experience
•Never falling behind or having to plan and
pay for costly upgrades every 2-3 years
•Addresses the negative aspects of our
cultural tendencies of being content with
status-quo…which is how we ended up
with a 25-year-old ERP….
INFINITE CONTINUOUS
IMPROVEMENT

14. Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
01
02
0304
05
CURRENT STATE
ASSESSMENT
Justifications
•What are the drivers for change?
•How is the current system impacting your business
growth, customers perception, or ability to adapt to
change?
•How did things get to this point and what will de done
to ensure it doesn’t repeat?
Buy-In
•Why do you need to change and are the key people
within your organization in agreement with this need?
Executive Level Sponsorship
•Do you have absolute commitment from the CEO down
that this effort is critical and will not be pushed aside
has normal business challenges arise (and they will)?

15. CURRENT STATE APPLICATION PORTFOLIO

16. CURRENT STATE –INTROSPECTIVE INSIGHTS
Enterprise ecosystem characteristics
Modern Obsolete
ERP system
complexity
Third party
integrations
Data
cleanliness
Master
data
Low High None Many Clean Dirty UniformDisparate
ERP
system age
Young Old
System
customizations
None Many
Key system characteristics
Business
processes
FragmentedOptimized
0 10 0 10 0 10 0 10 0 10 0 10 0 10
“What Got You Here Won’t Get You There” – Marshal Goldsmith

17. •What is the business strategy for new
technology: On-Prem, Hybrid or Cloud?
•Based on the current state assessment do
you need to improve, replace, maintain,
or retire existing environment?
•What is your time window for this
transformation?
•Is the organization ready for this type of
transformation? Not only the application
support teams but also the business
functional counterparts.
FUTURE STATE VISION
Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
01
02
0304
05

18. INFINITE CONTINUOUS IMPROVEMENT
• Project Billing
• Project Financials
• Project Resource Mgt
• General Ledger
• Accounts Receivable / Payable
• Cash Mgt / Revenue Recognition
• Integrated Operations
• Procurement
• Distribution
• Optimized Inventory Management
• Compliance
• Warehouse Productivity
• Field Service
• Customer Portal
• Self-Service
• Innovation
• Product Development
• Portfolio Management
• Lead
• Opportunity
• Sales Forecast
• Personalization
• Mobile Ready
• Self-Service
• Configurations
• Pricing
• Quoting
• Forecast Accuracy
• Synchronized Supply Chain
• Inventory Optimization
• Payroll, Time & Labor
• Recruiting, Learning, Performance
• Talent Review & Succession

19. ORGANIZATIONAL GOAL: INTEGRATED ERP BUSINESS
ARCHITECTURE
Digital Thread
Master Data
Management
Enterprise Performance
Management
Human Capital
Management
MobilityAdaptive
Intelligence (AI/ML)
IoT
Monitoring
Blockchain
Order to Cash LogisticsInnovation ServiceManufacturingSupply Chain
Digital Thread
Finance and
Projects

20. Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
01
02
0304
05
•Transition Strategy: Big-Bang, Modular, Phased based on
Business processes
•Operational Tempo and Pace: Maintaining momentum is critical
•Communications plan and separate team with this
responsibility
•Team structure for the implementation
•Technical and functional backups for key business areas
•Comprehensive project plan and a solid PM to administer
•Change Management: Everyone need to be ready for the
highs and lows of the journey
•Fit-Gap Analysis is extremely critical to ensure this is well
understood and documented
•Scope creep, everyone starts out with this objective... make
the threshold extremely high or painful for anyone that want to
modify the scope
•Governance: Do the members of the governance committee
have skin in the game and are they advocates for change
VENDOR SELECTION

21. FUTURE STATE APPLICATION PORTFOLIO

22. •Direct versus indirect
•Start with a broad set of vendors and narrow down
based on quantitative assessment and fit-gap
•No more than 2-3 in a final bake-off
•Find an SI early in the process
•Never pay for any pre- sales data gathering or
process assessment
•“Best of bread” vs enterprise approach; understand
the impact
•Does the vendor’s philosophy align with your
business objectives
IMPLEMENTATION/
TRANSITION PLAN
Current State
Assessment
Future State
Vision
Vendor Selection
Process
Implementation
Plan
Post Go-Live
Model
01
02
0304
05

23. JUL 2023 – JUN 2024
Design
Validation
Workshops
Data
Conversion
Workshops
Config, Build, Integrate, Validate
Adtran Data Conversion Exercise
(Dev/CRP2)
ADVA Data Conversion Exercise
(Dev/CRP2)
Conference
Room Pilot
(CRP2)
System
Integration
Test (SIT)
Training Training
User
Acceptance
Test (UAT)
Go/
No Go
Go-Live
Transition
Build Stabilization
Period
Project Management & Governance (SkyBridge + Adtran )
Organizational Change Management (Adtran + Adva)
Oracle Cloud Release Version22C 22D 23A 23B 23C
JULJUNMAYAPRMARFEB
JAN
2023
DECNOVOCTSEPAUG
JULY
2022
Kick Off
Go-Live (Combined)
July 5th – 2023
(*) Financials
GL -General Ledger
EPM -Enterprise Performance Management All
AP/ -Accounts Payable
AR -Accounts Receivable
FA -Fixed Assets
CM -Cash Management
RMCS -Revenue Management
Subscription Management
(*) Supply Chain Planning Demand Planning
Supply Planning
Sales & Operations Planning (S&2OP)
(*) CX Suite Sales , CPQ Cloud
Service Cloud
(*) Supply Chain Execution
Order Management, Inventory
Sourcing, Procurement, Supplier Portal
Warehouse, Logistics, Distribution
Project Portfolio Management
EDI Integration3rd Party Application Integrations
Channel Revenue Management
(*) Engineering
MFG -Manufacturing & Quality
(*) HCM / Payroll HCM -Human Capital Management
Benefits & Compensation
Time & Labor
Recruiting
Talent Management
HR Help Desk
FUTURE STATE IMPLEMENTATION TIMELINE

24. •The Cloud Application
Services Oracle® Unified
Method (CAS OUM) approach
is Oracle’s approach for
implementing applications
running on a cloud.
•It emphasizes an out-of-the-
box approach and adoption
of best practices inherent in
the application products as a
foundational element of the
approach.
IMPLEMENTATION
METHODOLOGY
Gain
understanding of
Sponsors
Business Needs
Perform a set of
foundational task
that establish the
Project
Establish policies
to monitor and
maintain project
activities and
handle
exceptions
Project Plan
Conduct Kick-off
Meeting
Schedule
Workshops
Conduct
Functional
Design
Workshops
Conduct Design
Review
Perform
Implementation
Checkpoint
Setup
Applications
Validate
Configurations
Implement
Security
Build and Apply
PaaS Elements
Prepare Cutover
Strategy
Perform
Implementation
Checkpoint
Update Setups
Prepare
Validation
Scripts
Load and
Validate Data
Conduct End to
End Review
Conduct Train
The Trainer
Workshops
Perform
Implementation
Checkpoint
Migrate
Configurations
to Production
Migrate
Extensions and
Integrations to
Production
Load Reconcile
Validate Data in
Production
Verify
Production and
Operational
Readiness
Begin Production
Perform
Implementation
Checkpoint
Manage
Transition to
Operations
Post Go-Live
Support
Hand off to
Customer
Relationship
Manager
Gain Acceptance
Close Project
Program Start Up Design Configure Validate Transition Realization
Change Management
Project Management
CAS-OUM – Program Implementation

25. •Stabilization time window 3-6 months
-In-house vs managed services
•Business value assessment
-Are the metrics you established to track business
value being monitored
-Did you achieve your original objectives and can
you demonstrate this to the Governance committee
•Participate in conferences and external peer
events to identify best practices and CI
opportunities
•Submit enhancement requests and stay on top of
vendors
•Establish repeatable approach for review and
testing of Quarterly updates
POST GO-LIVE MODEL
Current
State
Assessment
Future
State
Vision
Vendor
Selection
Process
Implementatio
n Plan
Post Go-Live
Model
01
02
0304
05

26. •Cloud-based platforms are increasing enterprises’
ability to reduce time-to-market and eliminate
upfront costs.
•However, it brings unique challenges related to
data security, privacy, integration and keeping up
with application releases, compliance and
roadmaps.
•Comprehensive cloud-based testing ensures your
cloud implementations are successful.
•Business-critical Applications in the ERP Cloud or
on premises run the risk of unexpected change
impact affecting the production environment.
•Datavail & Oracle Support can mitigate risk and
ensure business continuity by identifying
potential regression issues through effective
application testing strategy.
STABILIZATION PHASE
(MANAGED SERVICES)
Functional Non-Functional
•Security Testing
•Application
•Network
•Compliance
•End to end business flow testing
•Exploratory testing
•Data migration testing
•Test automation
•Integration testing
•Performance
Testing
•Load Testing
•Scalability
•Availability
•Volume
Cloud Specific
•Compatibility testing
•Multi-tenancy testing
•Disaster recovery testing
Cloud Apps
Testing

27. Our Testing strategy validates following
change events such as:
•Application Major Release
(e.g., 21B coming up)
•Application of CEMLIs
•Introduction of new
features/processes/functions
•Application of patches
(Security, Tax updates…)
•Changes to environment functionality
•Application/Software bug release update(s)
STABILIZATION PHASE
(MANAGED SERVICES)
Functional Non-Functional
•Security Testing
•Application
•Network
•Compliance
•End to end business flow testing
•Exploratory testing
•Data migration testing
•Test automation
•Integration testing
•Performance
Testing
•Load Testing
•Scalability
•Availability
•Volume
Cloud Specific
•Compatibility testing
•Multi-tenancy testing
•Disaster recovery testing
Cloud Apps
Testing

28. TRANSFORMATION TAKEAWAYS : ADOPTION MINDSET
CHANGES
Innovate Adapt Adopt Market Demand Signals
Pushing point solutions
Emphasis on product expertise
IT-focused relationships
Client conversations on specific offers
Off-the-shelf value propositions
Delivering business outcomes for customers
Industry expertise with focus on business outcomes
Relationships with business leaders
Industry-specific business needs
Differentiated value propositions

29. Challenges
•Data Conversion Challenges
•Communication & Change Management
•Reporting Strategy
•Scope control (MoSCoWControl)
•Implementation Process
•Configuration Migration CRP2-UAT-Prod
•Application Roles/Security
setups/ownership
•Process/System Ownership & Acceptance
•Process Lead Testing
•End user training
LESSONS LEARNED
Corrective Actions
•Emphasize out-of-the-box approach and adoption of best
practices
•Distribute test case scenarios for increased inclusion of use cases
•Increase iterations, hands on testing
•Increase bi-directional track lead communication with broader
groups.
•Include broader representation in design decisions
•Increase transparency and acknowledging problems early
•Classify change impacts and mitigation strategy for addressing
team challenges
•Reduce last minute changes & require them to go through the
change control process
•Add an in-depth testing cycle

30. ENTERPRISE APPLICATION IMPLEMENTATION
CHALLENGES TODAY….
Key ERP Project ChallengesKey Cloud Transformation Challenges
3%
4%
5%
5%
6%
9%
9.50%
10.50%
11.50%
15.50%
30%
0%5%10%15%20%25%30%35%
Inadequate change management
Insufficient risk planning
Strategy changes
Changes in project environment
Insufficient stakeholder participation
Communication issues
Lack of resources
Mid-project scope changes
Lack of defined goals
Lack of leadership
Inadequate scope/deadline planning
10%
5%
18%
21%
21%
23%
26%
27%
29%
30%
44%
0% 10% 20% 30% 40% 50%
Other
More work for my staff
Lack of support from provider
Lack of training available
Slow lead times
Security issues
Can't find integration support
Data migration
Unplanned downtime
More expensive
Inconsistent standards

31. INNOVATION @DATAVAIL –DESIRABILITY, VIABILITY,
FEASIBILITY
Viability
Process /
Best Practices
Desirability
People / Customers
Feasibility
Technology / IP
Implementation
Innovation
Inspiration
Ideation
Innovation is the
ability to see change
as an opportunity –
not a threat.
Steve Jobs
Focus on how the end-
user customers perceive
the impact of your
innovation –rather than
on how you, the
innovators, perceive it.
Thomas A. Edison

32. •A rapid implementation service designed
specifically for transitioning to the Oracle
Cloud Platform (applications &
infrastructure).
•With Datavail ValueBoost
TM
we will have
you up and running quickly and efficiently,
help you gain value in your investment,
enhance your digital transformation
roadmap, reduce total cost of ownership,
and introduce best practices.
INTRODUCING DATAVAIL VALUEBOOST
TM

33. Free Beer for a Year!

34. Q&A

35. Swap stories, ask questions, find answers
and learn from the Oracle Cloud Applications community.
The Oracle Cloud Applications community offers:
At Quest, you belong.
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