Knowledge Center
We document and maintain various learning publications, white papers and course material.

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Upgrade Methodology and Tips
Drivestream Upgrade Assessment Process - Shave 8 Weeks Off Your Upgrade Planning an upgrade? Don't know where to begin?
In this session, we will review the process and approach you should take in your upgrade planning and launch process. By approaching the upgrade from a 'top-down' and a 'bottom-up' angle – you can quickly determine:
• What new features can I take advantage of?
• How does the new release impact my current customizations and process?
• How long is the upgrade going to take and how much is it going to cost?
• How does the upgrade process work?
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Upgrades Galore – Everything You Wanted to Know About the Upgrade! Everybody has to face upgrades at some time in the lifecycle of your PeopleSoft application. This session will give you insight into the overall theme of upgrading. Take a look at it from the view of a Project Manager, Upgrade Administrator, Developer, Business Analyst, and User This will help you understand the complexities of each role and the Why's and How's of upgrading. This is a must view for anyone about to go through an upgrade.
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What is a user's role in a PeopleSoft Upgrade? So as a user of PeopleSoft – what do I do in an application upgrade? In this session, we will review the major phases of the upgrade and what the user role impact is on each phase. This course can be used to educate your team on the process and help to effectively plan out user time for the upgrade.
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Upgrade Developer – Tips, Tricks and Best Practices In this session, we will provide tips and tricks on how to identify your customizations and retrofit them to work with the new software. This is an essential best practices session for any PeopleSoft Upgrade project team, project manager or developer.
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Common PeopleSoft Upgrade Challenges and How To Overcome Them Learn what companies say are their most common upgrade challenges and the initiative strategies that have been developed to overcome them.
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So you have been designated the Project Manager for your PeopleSoft upgrade . . . now what? In this session, we will review the upgrade from the project manager's point of view. How should you plan for your upgrade effectively and then what are the major steps in the upgrade process. Finally, what should I expect from the admins, developers and users for the upgrade to be successful.
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Top Upgrade Challenges 2008 - 20 Cities / 200 Companies Planning or currently implementing an upgrade? Drivestream's presentation is a discussion of the Top Three most common upgrade challenges, along with best and worst practices and Drivestream's tips. If you are planning an upgrade, this is a perfect opportunity for you to learn from the experts how to plan effectively and avoid common mistakes. If you are already implementing and are caught in the middle of these challenges, you just can't miss Drivestream's tips for overcoming them.
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Upgrade Challenges Roundtable Planning or currently implementing an upgrade? Drivestream facilitates an interactive roundtable on the most common upgrade challenges. Participants vote on their top challenges and the group discusses the top 4 and how they overcame them. In addition, Drivestream will share with you their best practices and produce a deliverable from the roundtable that captures all of the major discussion points. If you are planning an upgrade, this is a perfect opportunity for you to learn from the experts how to plan effectively and avoid common mistakes. If you are already implementing and are caught in the middle of these challenges, you just can't miss Drivestream's tips for overcoming them.
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New Features Reviews
Do your Billing and AR Fit-Gap – Right Now! Review the new features in Billing and AR in version 8.9 and 9.0. Review each new feature, rank the value and if it replaces a customization and how it impacts you. You will leave the session with a fit-gap workbook for each new feature.
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Do your HR / Payroll / Benefit Fit-Gap – Right Now! Review the new features in HR, Payroll and Benefits in version 9.0. Review each new feature, rank the value and if it replaces a customization and how it impacts you. You will leave the session with a fit-gap workbook for each new feature.
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Do your eProcurement and Purchasing Fit-Gap Right Now!! Review the new features in ePro and Purchasing in version 8.8, 8.9 and 9.0. Review each new feature, rank the value and if it replaces a customization and how it impacts you. You will leave the session with a fit-gap workbook for each new feature.
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Do your GL Fit Gap Right Now!! Review the new features in General Ledger in version 8.9 and 9.0. Review each new feature, rank the value and if it replaces a customization and how it impacts you. You will leave the session with a fit-gap workbook for each new feature.
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Contracts Confidential - What is new in PS Contracts? What's new in Contracts 9.0 and what the implementation/integration best practices. Participants will take a 'functionality' outlining what features they are using and which are lying dormant. Take home some ideas to streamline/automate a process.
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Best Practices
   
Is your Production Support Team Working on the Right Stuff? During this interactive session, you will learn valuable tips and tricks on how you should organize your production support team. We will review best practices for: Process Standardization, Automation, and Organizational/Task Structure.
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How we keep our PeopleSoft application up to date with the latest Patches and Fixes (while implementing new modules and enhancements!) This customer has a small internal PeopleSoft support team, but a tremendous amount of new projects and initiatives that we are tasked with. In this presentation, you will find out how we have organized our team and tasked a vendor to assist us with patches and fixes that: keeps our application up to date; maintains our tight budget; enables us to work on value add projects and saves us time. We don't have to sacrifice being able to deliver for our business with value added projects by not keeping the application up to date.
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Production Support Challenges Roundtable During this interactive roundtable, Drivestream will poll the audience on their most common production support challenges and facilitate a discussion on how to overcome these challenges. Participants should come to the presentation ready to share ideas their best practices and be ready to leave with valuable tips and tricks from their fellow participants and Drivestream on how to support their application more efficiently.
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What is the future of our PeopleSoft application? Roundtable presentation for discussing how potential customers think about the current state of their PeopleSoft application, how their executive management views PeopleSoft and where they see things going with Software-as-a-Service. Includes a survey for audience participation.
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PeopleSoft Production Support Tips and Tricks A compilation of best practices and ideas from Drivestream's award winning regional user group roundtable sessions.
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Best Practices in Implementing Microsoft SharePoint Learn how companies utilize Microsoft service oriented architecture to create company, team and project portals with Microsoft SharePoint to improve performance and collaboration on projects large and small.
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Optimize your Production Support Services Learn how your company can overcome PeopleSoft support issues while maintaining high employee retention with round-the-clock support, and reducing costs.
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Release Management Strategies for PeopleSoft Drivestream's Release Management whitepaper addresses how companies that have an ad-hoc or when required release management strategy can transition and benefit from a standard release management schedule – saving time, money and improving overall IT and Sarbanes-Oxley compliance.
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Developing Crystal Reports This quick reference guide is a must for technical analysts that work with Crystal reports. The guide explains the link between the PeopleSoft and non-PeopleSoft objects that must be made to develop a Crystal.
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End to End Module Overview
What can PS ePro and PO do for me (Psst – A lot!) In this presentation, we will review all of the major features and functions of eProcurement and Purchasing modules. If you are thinking about implementing these modules, this will be a great introduction to the software. If you already have the module implemented, this session will enable you to do a 'health' check to determine if you are using the module effectively.
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What can PS GL Do for me (Psst – A lot!) In this presentation, we will review all of the major features and functions of General Ledger modules. If you are thinking about implementing these modules, this will be a great introduction to the software. If you already have the module implemented, this session will enable you to do a "health" check to determine if you are using the module effectively.
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Financial Knowledge
Managing Order Management Review this exciting presentation from Collaborate 2006 about how Drivestream and a distribution company worked together to build an effective order management and inventory solution.
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Streamline Billing, Improve Collections and Reduce DSO This customer has dramatically reduced days sales outstanding, improved customer service and effectively manages cash flow all the while reducing operational costs. How do we it?. Through the effective use of the Billing and AR modules.
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Effective Uses of Peoplesoft Treasury Cash Management Drivestream is a recognized leader in PeopleSoft Treasury applications. This whitepaper covers how companies can transition from their existing cash management processes to an integrated Treasury Cash system – saving time, money and improving management reporting.
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Best Practices in Implementing PS ESA A best practices white papers on implementing PeopleSoft Enterprise Services Automation including the most common configuration strategies, customizations and integration points you will need to build.
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HR Knowledge
PeopleSoft 'e' Module Overview PeopleSoft has made significant improvement to their Human Resources 'e' modules that extend their HR functions to the entire workforce. Learn how your company can benefit from implementing PS HR applications that empower your workforce and streamline your business.
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PeopleSoft Recruiting - See the New Solution in Action Learn how organizations can use Candidate Gateway and Talent Acquisition Manager to greatly streamline their recruiting process. You will learn the new features and functionality in the module, the business impact and tips on how to implement it.
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ePerformance 101 - Everything You Need to Know (in 1 hour!) Learn about how ePerformance can be implemented to streamline the Performance Appraisal process. In this presentation, we will provide an overview of the module, benefits of implementing and war stories from our past implementations.
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How to implement your talent management strategy in Peoplesoft Does your VP of HR have a talent management strategy? If so, this session is for you. We will map that Talent Management Strategy to delivered PS functionality, talk about key implementation decisions and give you a "roadmap" to follow.
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Is HR Position Management Right for You? (Come Find Out) The Position Management course covers the basics about PeopleSoft Position Management and how it can be utilized. The advantages and disadvantages of using Position Management and how it works within your HR system. You will see the difference between Managing your HR System using Position Management or by Managing it by Employees
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Others
   
Integration Broker Has Changed (What you need to know!) With the new version of PeopleTools, Integration Broker has been significantly changed. In this session, we answer:
• What is new in Integration Broker?
• What are the benefits of the new tool?
• How do the changes in Integration Broker affect your upgrade?
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Learn XML Publisher Quickly In this session, we will reivew all you need to know to setup XML publisher report templates and begin developing with the tool. If you are a developer - this session is for you.
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Drivestream Capabilities 101 This short three minute flash media presentation provides you an overview of Drivestream, our services and how two companies have applied them effectively for their PeopleSoft support needs.
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