Nassau Financial Group partnered with Elire to modernize its existing PeopleSoft environment through an FSCM 9.2 Image 56 update and PeopleTools 8.62 upgrade. Building on a Managed Services relationship spanning more than four years, Elire completed the accelerated 17-week engagement on time and slightly under budget—delivering what the client described as its smoothest and most efficient PeopleSoft project in more than 15 years.

Scope of the Project

Nassau Financial Group (NFG), an insurance company based in Hartford, Connecticut, has partnered with Elire for Managed Services for more than four years. As part of its ongoing PeopleSoft strategy, NFG needed to bring its PeopleSoft Financials and Supply Chain Management (FSCM) 9.2 environment current with the latest application updates while simultaneously upgrading its PeopleTools platform.

NFG turned to its trusted advisor, Elire, to execute an update to PeopleSoft FSCM 9.2 Image 56 and an upgrade to PeopleTools 8.62.

The engagement required Elire to coordinate the application update and technical upgrade within a focused project timeline while minimizing disruption to NFG’s existing operations. With an established understanding of NFG’s PeopleSoft environment through the Managed Services relationship, Elire was positioned to move efficiently from planning through execution.

Challenges

The project presented a demanding timeline: Elire and NFG needed to complete the PeopleSoft update and PeopleTools upgrade within approximately 17 weeks.

Successfully completing both initiatives required close coordination between functional and technical resources. The team needed to manage the dependencies associated with bringing NFG’s FSCM 9.2 environment current while upgrading the underlying PeopleTools technology—all without allowing the compressed schedule to compromise project quality.

For an organization that had operated PeopleSoft for more than 15 years, the engagement also needed to fit within an established enterprise environment and offer the stability NFG expects from its financial systems.

Elire approached the project with a clear plan, experienced PeopleSoft resources, and knowledge developed through years of supporting NFG. This existing partnership allowed the teams to maintain momentum, address project needs efficiently, and stay focused on the targeted timeline.

Success Delivered

Elire successfully completed NFG’s PeopleSoft FSCM 9.2 Image 56 update and PeopleTools upgrade in approximately 17 weeks, delivering the project on time and slightly under budget.

The engagement provided NFG with a current PeopleSoft environment while demonstrating the value of a long-term client and consulting partnership. Clear communication, experienced resources, and disciplined project execution helped the teams navigate the accelerated schedule without unnecessary disruption.

Most notably, NFG shared that after more than 15 years of working with PeopleSoft, this engagement was the smoothest, most efficient, and least dramatic project the organization had experienced.

That feedback reflects more than a successful technical upgrade. It demonstrates the value of Elire’s continued role as NFG’s trusted advisor. Because Elire already understood the organization, its environment, and its priorities through the ongoing Managed Services relationship, the team could focus on execution rather than spending valuable project time establishing foundational knowledge.

The result was a streamlined upgrade that met NFG’s objectives while protecting its software investment and positioning its PeopleSoft environment for continued support and optimization.

About the Client

Nassau Financial Group is an insurance and financial services organization headquartered in Hartford, Connecticut. The company uses PeopleSoft to support key enterprise operations and has maintained its PeopleSoft environment for more than 15 years.

NFG has worked with Elire as a Managed Services client for more than four years, creating a long-term partnership centered on maintaining, optimizing, and advancing its PeopleSoft software investment. The successful FSCM Image 56 and PeopleTools 8.62 project represents another milestone in that relationship and demonstrates the value of combining experienced PeopleSoft expertise with an established understanding of the client’s environment.