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