A U.S.-based technology services enterprise initiated a reporting upgrade due to the end-of-life status of SAP Crystal Reports. With over 70 delivery centers across the U.S., Canada, and Mexico, the organization relied on a distributed model to manage operations and needed a consistent, efficient, and scalable reporting solution. The PeopleSoft Crystal to Oracle BI Publisher Migration was selected to address performance gaps, ensure report consistency, and enable seamless integration with PeopleSoft.
The primary objectives included preserving existing report structures, supporting seamless integration with PeopleSoft, enhancing report performance, and minimizing manual maintenance. Maintaining consistent report outputs was essential to avoid retraining users. The transition also needed to support future scalability and meet growing data requirements.
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.
The PeopleSoft Crystal to Oracle BI Publisher Migration began with a complete inventory and technical assessment of existing Crystal Reports. Automated tools scanned the reporting environment to extract metadata, analyze complexity, and categorize reports by priority. This step formed the basis for a phase-wise migration roadmap.
The second phase involved programmatic conversion of Crystal Reports into Oracle BI Publisher RTF templates. Data logic from the original reports was preserved and mapped into Oracle BI queries. Visual layouts were replicated to ensure continuity for end users. This phase focused on maintaining report fidelity while enabling backend modernization.
Converted reports were validated using simulated data and compared against historical outputs. Business teams reviewed accuracy, visual consistency, and performance. Feedback from stakeholders led to updates and refinements, ensuring each report met the required standards before production deployment.
The final rollout introduced the migrated reports into PeopleSoft environments using Oracle BI Publisher's scheduling and execution features. A phased deployment strategy minimized downtime and ensured continuous reporting. Centralized monitoring ensured operational stability throughout the transition.
The PeopleSoft Crystal to Oracle BI Publisher Migration enabled native integration within PeopleSoft environments, removing the need for external reporting tools. The separation of logic and layout allowed for the reuse of shared data models and simplified report maintenance across departments. Performance enhancements included faster execution times and improved handling of large datasets, addressing the limitations of legacy reporting systems.
Reports were supported in a variety of output formats, including PDF, Excel, and Word. Layout customization was streamlined with drag-and-drop editing and conditional formatting capabilities. Following the PeopleSoft Crystal to Oracle BI Publisher Migration, the system could integrate data from multiple sources, including PeopleSoft applications, XML feeds, and web services.
Scheduling and bursting features introduced through the PeopleSoft Crystal to Oracle BI Publisher Migration allowed personalized content distribution by user role, delivery time, or output format. This functionality enhanced the relevance and impact of reports across business units.
A global delivery model supported continuous development throughout the PeopleSoft Crystal to Oracle BI Publisher Migration, with overnight validations and real-time support. Report layouts were preserved, and additional enhancements were introduced, including user-defined input controls, dynamic filters, and export-friendly formatting. These improvements were implemented without changing the user interface or disrupting daily operations.
Technically, the PeopleSoft Crystal to Oracle BI Publisher Migration reduced dependency on unsupported software and enabled centralized management of report logic. Shared templates minimized duplication and made report updates more efficient.
Operational benefits included role-based access control, compatibility with the latest PeopleSoft features, and a standardized reporting experience across business units. Reporting cycles became faster, support costs dropped, and output consistency was maintained across multiple regions.
The post-migration environment introduced version control for all report templates and audit tracking for each change. Role-based access management aligned with IT governance standards streamlines compliance efforts. The platform remained scalable, supporting increased concurrent usage while staying compatible with ongoing PeopleSoft upgrades.
The PeopleSoft Crystal to Oracle BI Publisher Migration delivered a modern, scalable, and integrated reporting solution. The transition enabled faster report execution, reduced support overhead, and maintained report consistency without impacting user experience. By leveraging automation tools and structured processes, the migration ensured long-term sustainability and operational efficiency across the organization.
With experience supporting over 300 clients across the U.S., DataTerrain continues to be a trusted partner for enterprise reporting transformations.
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