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| Challenge: | To upgrade Contra Costa County's PeopleSoft HR, Benefits and Payroll systems by several version levels and help employees update their skills. |
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| Solution: | CherryRoad Technologies upgraded the county's HRMS, Payroll and Benefits systems, improved process efficiency and provided extensive training for County employees. |
| Features: | Comprehensive needs assessment with implementation of change recommendations. Systems upgrade from PeopleSoft 6.0 to 7.5, with simultaneous server upgrade. More than 30 classes created for 120 employees. |
| Benefits: | All phases of the project were completed on time and on budget. The County's payroll processing runs smoothly and error-free. User satisfaction has increased. |
Contra Costa County, California, situated on the northeastern corner of San Francisco Bay, is the ninth most populous county in California and one of the fastest-growing. The County government was one of the first public sector organizations in Northern California to implement PeopleSoft applications. Now they needed to increase the functionality of their PeopleSoft HRMS, Payroll and Benefits systems. And that called for a major upgrade spanning multiple version levels.
Based on CherryRoad's in-depth knowledge of PeopleSoft applications and the company's long-term experience working with state and local governments, Contra Costa County selected CherryRoad Technologies for their systems implementation.
The first step the County took was to engage CherryRoad to examine their old system and determine what needed to be fixed. That involved more than a technology review. It also encompassed business practices, data mapping and functional requirements for the new system.
CherryRoad consultants spent two weeks conducting a comprehensive needs assessment. They worked closely with Contra Costa County personnel, interviewing end users about functional and technical aspects of County operations. They also explored the staff's feelings and attitudes regarding their use of PeopleSoft, and examined existing system functions in depth. The study identified data that was too complex to migrate and pointed out business processes that would need to be changed.
Based on the assessment, CherryRoad's consultants developed 70 specific change recommendations that Contra Costa County should undertake to prepare for the system upgrade. The County implemented some independently, and hired CherryRoad Technologies to implement the balance.
In a four-month process, CherryRoad joined with County staff to clean their data files, correcting benefits data that had been entered incorrectly in the first implementation. CherryRoad helped the County find areas where they could "decustomize" their requirements and benefit from standardized system functions. They also identified processes not handled by PeopleSoft that could be eliminated, and worked with County personnel to redesign the County's business processes to capitalize on these streamlined systems operations.
Contra Costa County decided to make the jump directly from PeopleSoft 6.0 to 7.5. Complicating this move was the fact that, at the same time, they were also upgrading their server environment from Citrix Winframe to Citrix Metaframe. Many software customizations would be required.
Drawing on the company's proven change management methodology, CherryRoad's consultants managed the upgrade smoothly. Contra Costa County's PeopleSoft HRMS, Payroll and Benefits systems went live on schedule and on budget.
The value of any system depends on your staff's ability to use it. Recognizing this fact, Contra Costa County looked for a PeopleSoft trainer to upgrade their employees' skills. They knew that training would be required to enable employees to make full use of the new system.
The County conducted a competitive open bid process, and again selected CherryRoad for its knowledge of both PeopleSoft and the County's business processes. In addition, CherryRoad proposed training program had the advantage of being more tailored to the specific needs of the County. The training was conducted just prior to the go-live date, so every involved employee would be ready from day one.
CherryRoad created a PeopleSoft training program spanning 30 classes for approximately 120 Contra Costa County employees. Classes were tailored to the needs of various users, and respective of their time. First-time, occasional users were treated to one-day overviews of the HRMS, Benefits and Payroll modules. For "super users" of Payroll, an intensive five-day course was created. Benefits users received a one-day Benefits class followed by one-day Cobra and Benefits Billing classes and a two-day Query/Crystal reporting class.
This customized curriculum, rather than addressing the full range of PeopleSoft functions, focused on the specific functions used by Contra Costa County. It also accommodated different employees' varying skill levels. CherryRoad's consultants ensured that each employee got a big-picture view of PeopleSoft before zeroing in on system functions for individual job functions.
CherryRoad completed all three phases of Contra Costa County's PeopleSoft implementation on time and very close to the initially estimated budget parameters. This creates a lot of good will among County staff. As Ron Saari, Project Manager for Contra Costa County says, "CherryRoad Technologies is professional, knowledgeable and good to work with. We've been impressed with all the work they've done for us."
Users find the new system to be much more convenient than the prior version, especially since retirement benefit and leave accrual calculations are an integrated system function. Previously, they had to exit the system and use a cumbersome mainframe-based application to determine these totals. In general, payroll processing runs much more smoothly with the new system. And that's something every Contra Costa County employee can enjoy.
CherryRoad Technologies brings unique advantages to every engagement. We not only have unsurpassed technical experience in all aspects of e-Business development and planning, managing and implementing complex software applications for major business and government clients, we also have a practical, proven approach to problem solving matched with a commitment to open communication with our customers. This helps our relationships grow. We are practical, knowledgeable, experienced professionals with a passion for delivering answers that work. We listen. We partner with you. And we help fast-moving organizations like yours acquire the software and skills they need to propel their operations to new heights.