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Seamless Transformation: Upgrading Tools, PUM, and Fluid Together for Enhanced Performance

Presented at BLUEPRINT 4D
Session ID: P-050034

This presentation highlights the strategic approach and execution of a comprehensive upgrade that simultaneously tackled the PeopleSoft Tools version, the PeopleSoft Update Manager (PUM) version, and the transition to Fluid. The initiative aimed to modernize the system’s functionality, improve user experience, and optimize performance while minimizing disruption to daily operations.

The project required meticulous planning, rigorous testing, and robust communication strategies to ensure a smooth transition. Key components of the upgrade process included:

• Extensive Testing: A thorough testing framework was implemented to identify and address potential issues, ensure system stability, and validate the functionality of integrated processes.
• Strategic Planning: The team devised a detailed project plan to manage interdependencies between the Tools, PUM, and Fluid upgrades, ensuring alignment with organizational goals.
• Effective Communication: A comprehensive communication plan engaged the user community, providing regular updates, training resources, and opportunities for feedback to foster understanding and adoption.

Attendees will gain insights into the challenges, best practices, and lessons learned from this complex upgrade process, as well as actionable strategies for managing similar projects. By aligning technology enhancements with user needs and operational priorities, this upgrade set the foundation for a more efficient and user-friendly system.

This session is eligible the following CPE credits: NASBA, SHRM

Speaker: Stephen Valentine, Milton Hershey School

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Seamless Transformation: Upgrading Tools, PUM, and Fluid Together for Enhanced Performance