AARP

PeopleSoft FSCM Assessment & Optimization

Scope of the Project

AARP, a long-term client of Elire, engaged Elire in late 2022 for a PeopleSoft HCM assessment. After successfully implementing the recommendations from that project, AARP returned in early 2023 to request support for their “Make Me Current / Move to Fluid” initiative, which went live in October 2023. Building on that success, AARP’s Financial Application Support Team (FAST) asked Elire to assess their PeopleSoft FSCM system to help them optimize customizations and ensure they were maximizing the system’s potential.

The project was broken down into three phases:

Elire Advisory consultants led the discovery and documentation efforts and managed our proprietary Customization Identifier, Object Tracker, and other accelerator tools. Elire’s Advisory Team ensured that the focus remained on optimizing AARP’s system while reducing unnecessary customizations, and that the project stayed on time and on budget.

The first goal of this project was to review 655 customizations in AARP’s PeopleSoft Finance ERP system and determine the best course of action for each one. These actions included:

Advisory consultants from Team Elire worked alongside AARP’s IT and FAST teams to assess whether to retain, remove, replace, reengineer, or redesign each customization. Elire assessed a broad range of financial modules including General Ledger, Asset Management, Billing, Accounts Receivables, Travel & Expense, Accounts Payable, Treasury, Purchasing, ePro, Project Costing, and Grants Management.

The second goal for the project was assessing unutilized tools and features in PeopleSoft to provide additional business value to end users. For each module, business process owners identified and prioritized which available functionality would benefit their teams the most. Advisory and PeopleSoft functional consultants hosted workshops to demo features, discuss use cases, and affirm the value for business users.

The Challenge

The project ran smoothly without any major challenges or setbacks. Effective collaboration between AARP’s teams and Team Elire ensured that the process stayed on track and the goals were clearly defined and met.

Success Delivered

The project concluded on November 8, 2024, with AARP reporting high satisfaction with the results. Some of the key deliverables included:

Assessment Results:

189 customizations were identified for removal or replacement, substantially reducing AARP’s maintenance footprint
332 customizations were marked for retention, with plans to re-evaluate them after the next PeopleSoft update
82 request-driven enhancements were identified, providing new business value in every module assessed
The Advisory Team produced an executive summary sharing metrics and recommendations for every customization and every module to provide clarity to project sponsors on expected value

ROI Metrics:

The project was completed on time and within budget, delivering value in the form of a more efficient system, increased functionality, and a clearer path for future PeopleSoft FSCM enhancements.

Client Overview

AARP, formerly the American Association of Retired Persons, is a nonprofit organization for people aged 50 and older. Founded in 1958, AARP serves nearly 38 million members by providing benefits, advocacy, and services in areas such as healthcare, insurance, and discounts. The organization also focuses on issues like economic security, health, and independent living through its lobbying efforts.

Want to learn more?

Interested in learning more about how Elire Advisory Services can assist your team? Visit our Advisory Services Page or contact our team at [email protected].