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How Passport Health deployed a full PeopleSoft financial system in eight of nine months

The Challenge

Due to a recent divestiture, Passport Health was left without a functioning financial system. With complex business operations and evolving needs, it needed a rapid deployment of a highly configurable financial system to manage its accounts payable, accounts receivable, purchasing, billing, general ledger, and financial reporting functions.

The Solution

Passport Health hired WorkStream to complete an accelerated nine-month PeopleSoft financials deployment, selecting WorkStream for its deep healthcare industry expertise and 15-year PeopleSoft consulting practice. WorkStream partnered with Passport’s leadership team to understand the project’s drivers and key components, then built a project plan and scope attainable within the nine-month window, establishing must-haves and nice-to-haves against an aggressive timeline. WorkStream managed every aspect of the deployment, from project management and system build and configuration to functional and business process design, custom development, and infrastructure setup and administration. The project was completed within eight months, leaving one additional month for post-go-live support within the nine-month engagement window. WorkStream delivered the project on a fixed-bid contract that met Passport’s budget, with every deliverable landing within the agreed timeline.

The Results

  • Delivered in eight of nine months — The project was completed in eight months, leaving a full month for post-go-live support.
  • Fixed-bid budget met — WorkStream delivered the project on a fixed-bid contract that met Passport’s budget allotment.
  • Full financial system deployed — The new system covered accounts payable, accounts receivable, purchasing, billing, general ledger, and financial reporting.
  • End-to-end deployment ownership — WorkStream managed every phase of the deployment, from project management and system build to business process design, custom development, and infrastructure setup.
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