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Children’s Hospital of Wisconsin: From Outdated and Risky, to Optimized and Rock-Steady 104560 SpearMC Consulting June 3, 2020

104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

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Page 1: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Children’s Hospital of Wisconsin:

From Outdated and Risky, to Optimized and Rock-Steady

104560

SpearMC Consulting

June 3, 2020

Page 2: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

s

2

Miroslawa (Millie) BabiczManaging Director (Chicago)[email protected](773) 206-6728

Your Presenters

Cameron McClurgManaging Director (Seattle)[email protected](206) 819-7851

Page 3: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

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About SpearMCAbout Children’s Hospital of Wisconsin

Children’s is a private, independent, not-for-profit health care system dedicated solely to the

health and well-being of children

Children’s is a major teaching affiliate of the Medical College of Wisconsin and is affiliated with

more than a dozen schools of nursing.

Children’s is one of the nation’s top pediatric facilities. They have served kids and families from all

50 states, as well as many countries around the world.

Children’s Research Institute represents the most powerful concentration of pediatric research in

the region:

More than 1,000 active clinical trials

Nearly $25 million in external funding

Page 4: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

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PeopleSoft Footprint:

About SpearMCAbout Children’s Hospital of Wisconsin

Running 9.2 HCM 8.55 Image 21 (upgrading to 8.58 Image 33)

Running 9.2 FSCM 8.56 Image 26

6,000 employees

Each Production database approximately 500 GB

Nine development / test databases per pillar

Page 5: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

PeopleSoft FSCM, HCM, and Grants Management

Managed Services

Oracle Reseller since 2008

PTF, QA and Test Automation

Hyperion and Cloud EPM

Training

Hosting (OCI/AWS/Azure)

Oracle Cloud Infrastructure

5

Founded in 2004, SpearMC specializes in:

About SpearMC

PeopleSoft, Hyperion and Oracle Cloud Certified/Reseller

About SpearMC

Page 6: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Our History

6

Page 7: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

SpearMC Sessions at Quest Forum Digital EventPeopleSoft Mobile Expenses at HMH: PeopleSoft Expenses with Fluid UI, Duo and Twilio Text Receipts

Session ID: 104610

Randall Johnson w/ Hackensack Meridian Health

Monday, June 1 @1:30 PM EDT

Children’s Hospital of Wisconsin: From Outdated and Risky, to Optimized and Rock-SteadySession ID: 104560

Millie Babicz

Wednesday, June 3 @11:00 AM EDT

Integris Health stays current on PeopleSoft through Managed Testing and PUM servicesSession ID: 104510

Tom Tretter

Wednesday, June 3 @2:45 PM EDT

PeopleSoft Lease Management at ANZ Bank: Lease compliance and business intelligence in one solutionSession ID: 104630

Marcus Bode

Thursday, June 4 @11:00 AM EDT

Customer Case Study for FFNWB: A Fast, Lean Migration: PeopleSoft on the CloudSession ID: 104530

Cameron McClurg

Thursday, June 4 @3:15 PM EDT

Page 8: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

PeopleSoft Runs Better in the Cloud

Page 9: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Challenge Presented

PeopleSoft infrastructure was aging and CHW did not have an effective Disaster Recovery solution in place

End-of-life (EOL) hardware and software was a huge concern to IT department as it is no longer actively supported by the vendor with upgrades, patches and technical support

Page 10: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

EOL Technology Possesses Risks

Security Vulnerability

Software Incompatibility

Compliance Issues

Poor Performance and Reliability

Increased Support Costs

Page 11: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Solution

CHW upgraded their legacy, server-based PeopleSoft platform to a next-generation cloud solution hosted on OCI (Oracle Cloud Infrastructure)

This form of cloud computing provides CHW with virtualized computing resources over the internet utilizing Oracle’s FastConnect 1Gbps (a network connectivity alternative to using the public internet)

OCI also allows CHW to include a cloud-based Disaster Recovery system in order to implement a proper DR plan that enables true business continuity

Page 12: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Implementation Approach

Leverage Internal Resources. Start with Training.

CHW agreed to utilize a lift-and-shift methodology tailored to reduce time, risk and cost. This allowed all the data structures and existing configurations to stay the same to minimize business impact.

Activities based on various Oracle/SpearMC methods helped CHW migrate to the Oracle Cloud Infrastructure at a rapid pace.

Build out a library of test scripts utilizing the PeopleSoft Test Framework. This allowed CHW to conduct application testing consistently across environments to validate all migrations performed during the mock cutovers.

Page 13: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

SpearMC CloudShift Includes: Needs Analysis, Planning, Sizing, Pricing

Lift and Shift (or Move and Improve)

Hosting

Cloud Manager Configuration

Full Lifecycle Management

Page 14: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

CHW resources participated in on-site training

Oracle Cloud Infrastructure 101

PeopleSoft Deployment on OCI

PeopleSoft Cloud Manager

PeopleSoft Update Manager

OCI Security Hardening

SpearMC experts advised CHW on business best practices related to infrastructure architecture

Page 15: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Lift and ShiftSame versions of Oracle Applications with same topology as hosted on premise. No application upgrades.

Page 16: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Architecture

Page 17: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

CHW Oracle Cloud is IaaS and PaaS

Page 18: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

High-level Timeline

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16

Tasks6/1/19 6/8/19 6/15/19 6/22/19 6/29/19 7/6/19 7/13/19 7/20/19 7/27/19 8/3/19 8/10/19 8/17/19 8/24/19 8/31/19 9/7/19 9/14/19

6/7/19 6/14/19 6/21/19 6/28/19 7/5/19 7/12/19 7/19/19 7/26/19 8/2/19 8/9/19 8/16/19 8/23/19 8/30/19 9/6/19 9/13/19 9/20/19

Workstream 1 - Program Management & Oversight

Project Management

Workstream 2 - Architecture, Infrastructure, & Governance

Analysis & Planning (including cutover planning)

Develop Cloud Deployment Architecture & Detailed Design

Provision, Configure, & Migrate VM's (including network & storage)

Workstream 3 - App Migration

Move Dev Environment

Move Stage Environment

Move Production Environment

Mock Cutover

Create Disaster Recovery Environment

Production Migration Cutover (backup/cutover)

Clone up to one (1) additional DR environment from migrated production instance

Workstream 4 - Testing & Integrations (Customer)

Reconfigure and Test Integrations

User Acceptance Testing

Reconfigure and Test Integrations in DR

FSCM and HCM migrated in parallel

Page 19: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Leveraged PeopleSoft Test Framework

Automated manual testing for Unit, System, Integration and Regression testing

Provided single repository of re-usable, adaptable scripts that evolve with application changes

Saved time for business SMEs by replacing routine manual testing with PTF scripts

Saved time for IT developers by replacing manual unit testing with PTF scripts

Ran more scripts to lower defect risk and deliver higher quality application changes

Page 20: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

Why use Test automation for PeopleSoft Oracle utilizes PTF to automate their PeopleSoft testing

Cost effectively implement selective adoption and regulatory patches

Enable more frequent PUM applications (additional business value)

Standardize testing and results across all environments and releases

Reduce cost and time for testing Production releaseso New PUM Image and PeopleTools releases

o Stage end-to-end data for Unit Testing

o PeopleSoft Enhancements and Fixes

o PeopleSoft Configuration changes

o New PeopleSoft modules

o Infrastructure Changes

Page 21: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

When to use PTF

Page 22: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

How to use PTFValidate &

Update Test Plans

Prep PTF Environment

& Clients

Validate& Update Test

Scripts

Validate & Update

Shell Tests

Execute Test Library & Review

Logs

Correct Issues & Maintain

Test Assets

1

3

2

4

5

6

DEV

TST

QA

TRN

Non-Prod

*Start with pre-built test libraries for all PeopleSoft modules

Page 23: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

What we learned?

Success of the project was a result of rigorous cutover planning and going through multiple mock cutovers to work out the kinks and timings

Team did a great job in providing solutions quickly to issues encountered, good complementary skillset among team members

Closer attention to architecture and sizing to ensure system can handle the load but not have too much capacity

Use automated performance testing tools in production like environments. Set appropriate expectations with Business on testing in non-production.

Reliability on external vendors (e.g. FastConnect) can make or break a project. A lot of advanced planning and sufficient amount of notification is required so the vendors can prioritize CHW work against other customers/clients.

Page 24: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

With the infrastructure concerns being eliminated, CHW can focus on getting

current on their application software and start to keep up with the quarterly

PeopleSoft PUM releases!!

The IT organization at CHW can transition from a “keeping the lights on” mentality to a true business-value provider that is

able to execute on the projects that matter to the business

Page 26: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual

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Page 28: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual
Page 29: 104560 Children’s Hospital of Wisconsin · Automated manual testing for Unit, System, Integration and Regression testing ... Saved time for business SMEs by replacing routine manual