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PeopleSoft Test Framework (PTF) Implementation & Insights for Reporting
In 2024, Simon Fraser University (SFU) engaged Elire to implement PTF and Insights across several PeopleSoft Financials and HCM modules, including Accounts Payable (AP), eProcurement (ePro), Purchasing (PO), General Ledger (GL), and more. The goal was to automate and streamline SFU’s PeopleSoft processes. Elire guided the SFU through the entire implementation, providing training, transferring templates, and running mock testing cycles to ensure everything was running effectively.
Elire’s PTF implementation methodology ensured that scripts were set up efficiently, and the integration of PeopleSoft 9.2 features, like OpenSearch dashboards, added a layer of visibility and enhanced functionality.
The main challenge faced on the project was ensuring that SFU’s team fully understood and adopted the new tools. This was addressed by Elire’s hands-on training approach, which included one-on-one sessions, detailed documentation, and practical exercises to ensure smooth knowledge transfer. While there were initial hurdles in getting everyone up to speed, the training and support provided ensured a smooth transition.
The project was completed on time and within budget, delivering measurable efficiencies that SFU could immediately benefit from. The automation provided by PTF reduced manual testing efforts by 25 to 40%, significantly cutting down on execution times. In particular, SFU was able to fully automate six pay cycles, dramatically improving the speed and efficiency of their payroll testing and processes.
Additionally, the integration of OpenSearch dashboards and PTF allowed SFU to gain valuable insights into their testing cycles. These dashboards made it easier to visualize test results and track progress, giving SFU greater confidence in the accuracy and efficiency of their testing. The project not only saved time but also enhanced the overall payroll testing process, contributing to a solid ROI by accelerating operations and improving reliability.
Building on this, SFU automated seven critical pay cycles that previously took a combined 344 minutes to execute manually. Since the automation is fully hands-off, the actual human effort required is closer to 10 seconds total, just the time it takes to trigger the run and check results. These automated scripts were especially impactful during PUM updates, where each test cycle was repeated up to three times during unit and system testing. What once required significant hours of manual testing can now be executed daily with minimal effort, allowing SFU to iterate faster and with greater confidence in their payroll testing.
Simon Fraser University (SFU) is a public university in British Columbia, renowned for its commitment to academic innovation and excellence. SFU’s desire to streamline and automate its PeopleSoft HCM and financial systems led them to partner with Elire, aiming for greater efficiency and improved processes.
Interested in learning more about how Elire can assist your PeopleSoft team? Visit our PeopleSoft Services Page or contact our team at [email protected].
Kyriba Live 2025 will bring together treasury professionals and finance experts for three days of insights, networking, and the latest in industry transformation.
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