GT Lunch & Learn: Replacing Legacy Applications with PeopleSoft at University of Oklahoma

Join us for an insightful case study on how the University of Oklahoma successfully replaced their aging custom billing system with PeopleSoft's native accounts receivable and billing modules in just three months. Learn how they eliminated operational dependencies, reduced security risks, and brought all external billing processes into their enterprise system while maintaining minimal customization and achieving full integration with their financial platform. Key topics covered in this session: Project overview and business requirements Managing tight timelines and scope boundaries Customer model evolution and governance Interface design and data validation strategies Configuration-driven business logic implementation Standardized invoice template with data-driven formatting Integration with PeopleSoft's delivered AR lifecycle Coexistence strategy with existing grants module Results achieved and operational improvements Future enhancement opportunities Timestamps: 00:00 - Introduction and housekeeping 03:16 - Gideon Taylor service overview 03:38 - John Webster introduction 04:00 - Project background and requirements 07:20 - Scope definition 11:40 - Billing requirements 14:45 - Gap analysis and customizations 16:34 - Data validation approach 18:31 - Invoice format customization 20:47 - Scope boundaries and priorities 23:47 - Results: Controlled upload process 25:17 - Business logic and configuration 27:50 - Final thoughts and benefits 32:38 - Q&A session 38:00 - Upcoming Ignite Conference announcement 39:10 - Future Lunch & Learn topics Don't miss this practical example of leveraging PeopleSoft's delivered functionality to replace custom legacy systems while maintaining tight project timelines. Discover how proper scoping, configuration-driven design, and stakeholder collaboration can lead to successful enterprise transformations. Subscribe to our channel for monthly Lunch & Learn sessions covering PeopleSoft innovations, implementation best practices, and emerging technologies. Visit gideontaylor.com to learn more about our consulting services and upcoming events, including our first-ever Ignite Conference at Alliance in Orlando, March 8-9, 2025. #PeopleSoft #UniversityOfOklahoma #ERPImplementation #GideonTaylor #HigherEducation #FinancialManagement #SystemReplacement #ConfigurationOverCustomization #EnterpriseSoftware