peoplesoft 9.2 upgrade nationwide insurance

Nationwide Insurance

PeopleSoft 9.2 Upgrade

Nationwide Mutual Insurance Company is a Fortune 100 group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Des Moines, Iowa, San Antonio, Texas, Gainesville, Florida, Lynchburg, Virginia, and Westerville, Ohio. The company is a leading US property/casualty insurer that also provides life insurance and retirement products through its Nationwide Financial Services subsidiary. Its property/casualty products range from general personal and commercial coverage — including auto, home, and business owners policies — to such specialty lines as professional liability, workers’ compensation, agricultural, loss-control, pet insurance, and other coverage. The company sells its products and provides services through Allied Group, Harleysville Group, Nationwide Agribusiness Insurance, GatesMcDonald, Scottsdale Insurance, and other subsidiaries.

Scope of the Project

Strategic Roadmap Services Sub-Project: May-July 2012

Elire evaluated the merge/upgrade decision of two separate PSFT Financials instances running PeopleSoft 9.0, PeopleTools 8.49.25 on Oracle, Solaris. One instance had AP, AM, AR, BI, ePro, PO, Treasury (CM, DM, and FG).  The other had GL.  Goal was to merge the two instances into one and perform an upgrade to PeopleSoft 9.2. There was a need to merge the instances and overcome the complex and costly integration of the two instances. The Elire Strategic Roadmap uncovered 60+ Business Process Disconnects (inefficiencies) and developed a Strategic Roadmap and Business Case which ultimately led to the funding of the 9.2 Upgrade.

9.2 Upgrade Project: April 2013-May 2014

Merge two separate PSFT 9.0 instances and upgrade to 9.2.  One housing GL and the other housing AP, ePro, PO, AM, CM, FG, AR, and BI. There was also a desire to review 800+ customizations, many of which were deeply invasive, and a desire to return to a vanilla state, where possible. Finally, the project also upgraded Oracle to Oracle and switched platforms from Solaris to Linux.

The Challenge

Certain aspects, Treasury and Purchasing, were heavily customized. The business/technical reasons for the existence of two separate instances no longer existed and they contributed to process inefficiencies and created unacceptable risks to the organization. A Strategic Roadmap initiative discovered a large number of Disconnects (business process inefficiencies) due to the existence of the separate instances. Finally, primary support on the current version expired in September 2011.

Success Delivered

Nationwide successfully upgraded on May 27, 2014. The goal of the project was to develop a common core configuration, including ChartFields, which could support the two instances; merge the two instances; and then upgrade. Nationwide has deemed this project a success both in relation to timeline and budget. The following are other highlights of the accomplishments of this project (which was selected by Oracle for presentation at 2014 Oracle OpenWorld as a successful upgrade project):

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

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