Boeing Leverages PeopleSoft Capabilities to Reduce the Total Cost of Ownership

1. Boeing Leverages PeopleSoft Capabilities to Reduce the Total Cost of Ownership Oracle OpenWorld 2013 Chuck Arthur – System Architect, Boeing David Coveney – Technical Architect, Boeing

2. Agenda • Overview of The Boeing Company • Boeing’s Financials PeopleSoft Footprint • Leveraging PeopleSoft Capabilities • PTF, DMW, Related Content • Roadmap to 9.2 • Upgrade Methodology • New Functionality (PUM, Work Centers) • Questions

3. Overview of The Boeing Company • Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. • 2012 Revenues $81.7 Billion • Customers and customer support in more than 150 countries • Corporate offices in Chicago, with more than 170,000 employees across the United States and in 70 countries • Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.

4. Overview of The Boeing Company

5. Boeing Accounting System PeopleSoft Footprint • Asset Management (Implemented in 1996) • ~ 50 AM Business Units • 193,000 active assets are currently tracked within AM • 4 sets of Asset Books (Corp-Us, Federal, Reporting, CAS417) • ~250K Asset Transactions CY 2010 • General Ledger • (Implemented in 2006) • ~275 GL Business Units • ~700k Ledger entries/month (~70 million total-to-date) • Hundreds of monthly Allocations • System Stats • FMS/ESA 9.1 • EPM 9.1 • ~12,000 Users • PeopleTools 8.53 • Oracle Database 11.2.0.3 • Operating System HP-Unix 11.31 • Global Consolidations • (Implemented in 2006) • Produces consolidated financial statements for Boeing • Project Costing • (Implemented in 1997) • ~ ½ million Project Ids • ~12 million rows data/week • ~ 10.5 billion total-to-date transactions • Thousands of weekly Allocations • Accounts Receivable / Billing • (Implemented in 2008) • ~ 7 million TTD Invoices • ~ 6k daily invoices

6. Timeline GL (8.8) GC (8.9) PC, AM, GL, AR, BI, GI, GC Upg (9.1) AR BI (8.8) PC (5.1) PC, AM, GL, AR, BI, GI Upg (9.2) AM Upg (5.1) PC, AM Upgs (7.0 & 7.5) PC, AM Upgs (8.0) PC, AM Upgs (8.8) GI (8.8) CLAS (9.1) Int’l Uplift AM (3.0) |1996 |1997 |1998 |1999 |2000 |2001 |2002 |2003 |2004 |2005 |2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014  Key: Implementation Upgrade

7. PeopleSoft Capabilities • A number of tools have been delivered over the years to help reduce the total cost of ownership and provide high value to the organization • This presentation will focus on Boeing’s adoption of a few of these tools

8. PeopleSoft Testing Framework • Main Features • Automated testing tool (primarily functional testing) • Repeatable online testing • PeopleTools managed objects (metadata) • Tests and tests cases are stored in Application Designer • Meta data allows you to copy test cases • Easily modifiable for changes/updates in testing • Advantage over other testing tools • Part of PeopleTools - don't have to maintain a separate application/tool • Easier to test all scenarios no matter how small the change • Helps with issues identified late in a project schedule

9. PeopleSoft Test FrameWork • Immediate Impact to Boeing • Piloted in PeopleTools 8.53 upgrade of 2013 • Asset Management • Online testing • Converted AM Depreciation (AMDPCALC) testing from QuickTest Pro to PTF (can be used for more than online) • Validation Table Entry • Online Testing

10. PeopleSoft Test Framework • Additional anticipated uses at Boeing: • Expand use across Finance Suite in support of the PeopleSoft 9.2 upgrade • Have converted approximately 1,200 out of 3,500 test cases • Embrace ability to test all scenarios no matter how small the change • Use with issues identified late in a project schedule • i.e., if a patch has to be applied during an upgrade, you can regression test using PTF rather than having to manually re-run all the tests.

11. PeopleSoft Testing Framework • Boeing Approach to Implementation • Initial evaluation by system architect and testing architect • Assigned a focused team • Provided formal Oracle PTF class training • Lunch-n-learns for sharing with the rest of the team • Internal Boeing teams assigned to convert some test scripts to ensure Boeing resources gained the knowledge. • Leveraged sourcing partner for a lot of the conversion • Convert existing Excel-based test scripts to PTF (gobs of manual labor)

12. PeopleSoft Testing Framework • Tips • Have a focused team • Start with teams that have existing test cases well documented • Develop a strategy for building repeatable test data • Building test repository • Leverage sourcing partners to assist in converting manual test cases • Include in-house resources so they have the knowledge as well • Use a separate server to run tests rather than tying up the tester’s machine • Don’t Minimize the Work • One-time Conversion effort is significant • Continuing efforts for test submittal and analyzing results • Benefit is there, but have to commit to the effort

13. Related Content Main Features • Provides easy access to related items • Bring additional info to the user • Reduce navigation • Eliminate unnecessary ‘clicks’ • Many options on items that can exist in Related Content • Easy setup • Very few steps to setup a new Related Content • Can quickly change the content of existing Related Content (single place that points to the content) • Configuration rather than customization • No coding required (reduces development and testing) • Not impacted by upgrades • Reduce customizations

14. Related Content • Immediate Impact to Boeing • Journals • Errors on same tab as journal lines • Edit and Assignment Logic • Helpful hints • Allocations • Related Queries • List of Ledgers • Additional anticipated uses: • Potential for focused training by page • Links to related applications within Boeing • Focused public queries

15. Related Content • Boeing Implementation Approach • Initial evaluation by system architecture team • Demonstration to Financial Systems group • Each group will have different ideas on how comparing or moving configuration data will be of value • Each group worked with their internal users for feedback and recommendations • Implementation rolled out in conjunction with blockpoint functionality releases

16. Related Content Examples • Query • Use queries to reduce navigation clicks between pages • Related Documentation • Reference external documentation to eliminate navigation • Training • Display training information to assist with usage on complex pages (text and/or videos) • External Applications • Eliminate navigating back and forth between applications • Reports • Allow users to pull up reports in the Related Content window • PeopleSoft Page • Display a related PS Page, rather than have the user navigate

17. Related Content Example One Page to view Journal Lines A second Page to view Journal Errors

18. Related Content Example User Related Content to pull in the Journal Errors on the same page as the Journal Lines (using a Query) Lines Errors

19. Related Content - Some Quick Tips • Get your feet wet • Start with a few examples – the ideas will start flowing • Get input regarding what type of information is frequently needed when working within the PeopleSoft application • Poll the user community • Don’t get carried away – don’t overload the pages with Related Content • Find the most useful information to share • Don’t try to include everything if only a few will use the items

20. Data Migration Workbench • Main features • Ability to move configuration in the same manner as code • Provides some validations of Configuration • Workflow/Approvals • Ability to compare configuration data between environments

21. Data Migration Workbench • Immediate Impact to Boeing • Allocations • Boeing currently uses a custom migration process to move Allocation table entries • Boeing would expect to replace that custom tool with DMW • Will provide validations and workflow • Using the compare functionality to verify setup of run controls in test prior to running parallel testing

22. Data Migration Workbench • Additional anticipated uses: • Ledger setup migration between environments • Test data migration between environments • Recreate error scenarios • Production data migration to test environments • Job Set migration between environments • Run Control migration between test environments

23. Data Migration Workbench • Boeing Implementation Approach • Initial evaluation by system architecture team • Demonstration to Financial Systems group • Each group will have different ideas on how comparing or moving configuration data will be of value • Plan and implement usage

24. Upgrade Approach & Strategy • ‘Functionality Neutral’ Upgrade • Upgrade the software without changing existing functionality • Once the upgrade is complete, work with the customer groups to identify new features and functionality • ‘Technology Only’ Upgrade Enhancements • Quickly embrace new ‘behind the scenes’ functionality • Must be virtually invisible to the user • Must be fully vetted early in the upgrade. • Utilize Boeing employee’s expertise and augment with outside resources • PS Admin support with current upgrade experience • Additional support for teams with the most customizations • Automated testing tool support

25. PS 9.2 Features • PS9.2 Functionality • Each module team evaluates Release Notes and Cumulative Feature Overview • Spreadsheet to track items of interest • PeopleSoft Update Manager • Data Migration WorkBench • WorkCenters • Activity Guides

26. PeopleSoft Update Manager • Main Features • New method of applying maintenance and enhancements • Quick all-encompassing install of a full demo environment • Provides customers with the ability to decide which fixes or enhancements to apply • Examples: • Get current on all modules • Get current on a specific module • Pull in a specific fix • Pull in all severity one fixes • Pull in all fixes related to a specific page • Etc. • Objects and changes in the package can be viewed before applying • Automatically includes any dependencies or pre-requisites

27. PeopleSoft Upgrade Manager • Immediate Impact to Boeing • Quick all-encompassing install of a full demo environment (includes App, DB, App servers, web servers, etc) • Ability to stand up a demo to evaluate PS 9.2 in ~30 minutes • Additional anticipated uses for Boeing: • Ability to pull out individual fixes (plus dependencies if required) • Allows you to apply fixes much later in the upgrade process • Allows faster method to find and apply production fixes • Take advantage of new enhancements without having to apply all bundles

28. PeopleSoft Update Manager • Boeing Implementation Approach • Initial evaluation by system architecture team • Test pull of demo 9.2 with PUM • Demonstration to the Financial Systems group • Ongoing management of updates within the Financial System

29. Questions