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Death, Taxes, and PeopleSoft Upgrades
Posted On: 12/15/2006

Well it's May, and I still haven't done my taxes yet. I filed the extension, which bought me four months. It's crazy too, because I have another big refund this year. Thanks to TurboTax, it isn't really that hard to do them either. It's just getting the time to sit down, collect everything together, and actually do the work. Sound familiar?

PeopleSoft upgrades are like doing your taxes, except you don't have to do them every year. Extended Support is the equivalent of an extension, and all the new functionality is the big refund. Upgrade Assistant plays the part of TurboTax. So why do so many customers fear and loathe upgrades? Maybe it's for the same reason -- because, with the possible exception of Senator Long (now deceased), no one understands the tax code either.

Of course, I have a different perspective. I think upgrades are easy. One year, we did two of them: we upgraded from 5.01 to 5.1 in the spring, and from 5.1 to 7.0 in the fall. The next fall, we upgraded from 7.0 to 7.5. Of course, I didn't do very much of the work -I just reviewed compare reports. The real work was done by an upgrade expert. Isn't that the key to doing your taxes too? Turning to someone who knows the ropes, and can show you the way? Here's the advice I give clients: hire an expert, control your scope, test thoroughly, and moderate expectations.

Hire an Expert

The key to managing any IT shop is knowing when to

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