At a Glance

Industry	Technology Services (IT Consulting)
Organization	U.S.-based technology services enterprise, 70+ delivery centers
Migration	SAP Crystal Reports (PeopleSoft) → Oracle BI Publisher
Challenge	Migrating end-of-life Crystal Reports to Oracle BI Publisher within PeopleSoft
Scope	Reporting across 70+ delivery centers in the US, Canada, and Mexico
Timeline	Phased rollout with minimal downtime

PEOPLESOFT CRYSTAL TO ORACLE BI PUBLISHER MIGRATION

PeopleSoft Crystal to Oracle BI Publisher Migration for a US Technology Services Enterprise

Customer Background

A Technology Services Enterprise Facing End-of-Life Reporting Risk

A U.S.-based technology services enterprise operating more than 70 delivery centers across the United States, Canada, and Mexico relied on a distributed delivery model to run daily operations. As SAP Crystal Reports approached end of life, the organization needed a modern, fully supportable reporting platform tightly integrated with its PeopleSoft environment.

To close performance gaps, ensure report consistency, and enable seamless integration with PeopleSoft, leadership selected a PeopleSoft Crystal to Oracle BI Publisher migration as the path forward, one built to scale with the organization's growing data and reporting needs.

Customer Storeis

The Challenge

A Distributed, Multi-Region PeopleSoft Crystal to Oracle BI Publisher Migration

The customer needed a partner who could preserve existing report structures and business logic while modernizing the underlying reporting engine, with zero disruption to the 70+ delivery centers relying on these reports every day.

End-of-life software

SAP had stopped fully supporting Crystal Reports, meaning no more security patches, bug fixes, or vendor troubleshooting. This left the reporting layer increasingly exposed, and the risk only grows the longer outdated software stays in use across a business-critical system.

Distributed operations

The customer operated 70+ delivery centers across the US, Canada, and Mexico, all relying on the same set of reports daily. Any new system had to behave identically at every location; inconsistent rollout across sites would create confusion and operational friction.

Report fidelity

Employees were already familiar with how existing reports looked and functioned. The migration needed to preserve those structures and outputs precisely, so the transition would be invisible to end users and avoid costly retraining.

Seamless PeopleSoft integration

Previously, Crystal Reports operated as a separate, bolted-on tool alongside PeopleSoft. The new solution needed to run natively within PeopleSoft itself, removing dependency on external reporting software and simplifying the overall architecture.

Performance gaps

As data volumes grew with the business, Crystal Reports increasingly struggled to keep up, resulting in slower execution times. The new platform needed to genuinely resolve this rather than just replicate the same sluggish performance elsewhere.

Manual maintenance

Similar report logic was likely duplicated across many reports rather than centralized. That meant every update- a formula change, formatting tweak, or data source fix- had to be repeated manually in multiple places, increasing both effort and error risk.

Future scalability

Beyond fixing current pain points, the platform had to be built to support more concurrent users and evolving data needs as the organization continued expanding, avoiding the need for another migration down the road.

Our Approach

DataTerrain's Phased PeopleSoft Crystal to Oracle BI Publisher
Migration Approach

DataTerrain was selected for its proven expertise in business intelligence migrations and proprietary automation tools. The approach emphasized automation to reduce manual effort, accelerate conversion timelines, and ensure high-quality report replication using Oracle BI Publisher.

1

Report Inventory and Technical Assessment

Automated tools scanned the existing Crystal Reports environment, extracted metadata, analyzed complexity, and categorized reports by priority, forming the basis of a phase-wise migration roadmap.

2

Automated Report Conversion

Crystal Reports were programmatically converted to Oracle BI Publisher RTF templates, preserving data logic and mapping it to Oracle BI queries. Visual layouts were replicated to maintain continuity for end users.

3

Validation and Stakeholder Review

Converted reports were validated against historical outputs using simulated data. Business teams reviewed accuracy, visual consistency, and performance, with feedback driving refinements before production deployment.

4

Controlled Production Rollout

Migrated reports were introduced into PeopleSoft using Oracle BI Publisher's scheduling and execution features. A phased deployment minimized downtime, with centralized monitoring maintaining operational stability.

Business Impact

Outcomes That Mattered to the Business

Native PeopleSoft Integration

Reports run natively within PeopleSoft, removing dependency on external reporting tools.

Faster Report Execution

Performance enhancements improved handling of large datasets and cut execution times.

Reduced Support Overhead

Centralized report logic and shared templates reduced duplication and lowered costs.

Multi-Format Output

Reports delivered as PDF, Excel, and Word, with drag-and-drop layout customization.

Scheduling and Bursting

Personalized report distribution by role, time, and format increased business relevance.

Governance and Version Control

Version control and audit tracking for every template strengthened compliance.

Bottom Line

What Sets DataTerrain Apart

DataTerrain succeeded through proprietary automation tools that accelerated the PeopleSoft Crystal to Oracle BI Publisher migration, a structured four-phase methodology that preserved report fidelity, and a global delivery model that supported continuous development with overnight validations, together delivering a modern, scalable, and integrated reporting solution across 70+ delivery centers without disrupting daily operations.

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"The migration delivered faster report execution, reduced support overhead, and consistent output across every region, all without retraining users or changing the interface we relied on. With this modernized platform in place, we continue to expand our use of Oracle BI Publisher across our global delivery network." Director of Reporting and Analytics
US Technology Services Enterprise