Oracles Recommendations for Maximizing Your PeopleSoft ... · Copyright © 2017, Oracle and/or its...

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Oracle’s Recommendations for Maximizing Your PeopleSoft Investment

CanRUG National Conference

Marc Weintraub Senior Director, Product Strategy PeopleSoft June 2017

Confidential – Oracle Restricted


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Confidential – Oracle Restricted 2

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Your Reality as a PeopleSoft Customer

• Your PeopleSoft applications are “old”

• IT drives PeopleSoft investment decisions

• Restrictive and costly operational model


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Recommendations to Maximize Your PeopleSoft Investment

• Modernize Your Applications and UX

• Fully Execute on Selective Adoption

• Deploy PeopleSoft to Oracle Cloud


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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 5

Modernize Your Applications and UX PeopleSoft’s Modern User Experience is Fluid UI

• Simple and Intuitive

• New Navigation Paradigm

• Search Driven

• Alerts and Notifications

• Responsive

• For Mobile and Desktop

• Personalizable

• Interactive

• Contextual Actions

• Information Centric

Built on PeopleSoft

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Modernize Your Applications and UX PeopleSoft Fluid User Interface Leverages Existing Investment

User Experience

Functionality

Master Data

Security

Infrastructure

Configuration

Business Logic

Underlying Solution

Visible Solution

• User Experience is the Visible Part Your Solutions but Not the Only Part

• Get a Better User Experience with a Proven, Complete Solution

• Mitigate Risk and Reduce Costs by Leveraging Your Existing Solution

Get a ‘New’ Solution for Less

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 7 Confidential – Oracle Restricted

Modernize Your Applications and UX Search

• End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization

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Modernize Your Applications and UX Search


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Modernize Your Applications and UX

• Elasticsearch replacing SES

• Delivered on PeopleTools 8.55

• Completely transparent change to end user

• Easier to deploy and manage, more scalable, and greater efficiency

• Search engine support: – Oracle’s PeopleSoft team to directly support

Elasticsearch

– SES supported until June 2018

– SES and Verity not supported in PeopleTools 8.56


New Global Search Engine for PeopleSoft

Strong Industry Adoption of Elasticsearch

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Modernize Your Applications and UX Approvals and Page Composer


• Delivered using Fluid UI

• Mobile

• Visually Appealing

• Configurable and Extensible

• Cross Clustered Environments

• Richer Functionality

• Now Available

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See more on our YouTube channel

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https://youtu.be/K1gWNLhwgu8

https://youtu.be/K1gWNLhwgu8

https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg


Modernize Your Applications and UX Related Content Delivers the Right Information in the Right Place

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Modernize Your Applications and UX Simplified Analytics Enables End-User Defined Analytics


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Modernize Your Applications and UX Nav Collections


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• Fluid UI where appropriate

• Classic UI will continue to exist

• Enhancement of Classic UI style sheet

• Enabled by PeopleTools 8.56

“Classic Plus” Style to Align Classic and Fluid Pages


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1. What I need is not delivered in Fluid UI. – More than just a page rendering, it’s a holistic interaction model

2. Just for casual users. – All users: casual, executive, power; Navigation, Simplified Analytics, Activity Guides

3. Mobile only. – Responsive on all devices to support device “handoff”

4. I can’t live without my Breadcrumbs! – Yes you can! Nav Collections, Adding Tiles to Homepages, Nav Bar Favorites

5. Roll-out has to be a big complex project. – Navigation First / Pilot and Phased / Big Bang

6. Retraining users will be long and costly. – So intuitive, most customer do not need to retrain users (or intentionally don’t)

7. Nobody is adopting it. – 400 customers are live (United, Juniper, Deakin University, Clackamus Co.)


PeopleSoft Fluid UI Myths

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Strong Adoption 400+ Customers Adopting Fluid UI

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• Embrace Fluid UI because it is here to stay!

• Use Fluid UI as your primary interaction model.

• Take advantage of the latest PeopleTools release.

• Most new features delivered using Fluid UI.

• UI of transactional page should not hinder Fluid UI adoption.

• Incrementally add Fluid UI pages based on business need.


Call to Action and Next Steps

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• On the PeopleSoft Portal

• Video Feature Overviews

• Spotlight Series

–Strategy

–Development

–Deployment

• Delivered Pages

• UX Standards

• Training

• Documentation


How to Get Started? Leverage the PeopleSoft Fluid UI Concept Page

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http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html







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You're in control — you decide what to apply and when to apply them.

Updates are frequent — new features and maintenance are continuously delivered.

A world without upgrades — your business systems are agile and responsive.

Fully Execute on Selective Adoption Embrace the New Mind Set of PeopleSoft Selective Adoption

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Fully Execute on Selective Adoption Evolve Your Application Management Strategy


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Change Avoidance Activities: None

IT Driven Activities: Maintenance Only

IT and LOB Collaboration Activities: Maintenance and New Feature Adoption


Fully Execute on Selective Adoption Know What Has Been Delivered by Using the Cumulative Feature Overview Tool

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With Update Image Details, Links to Videos, and Applied

Bug Report Upload

Get Started click me

http://docs.oracle.com/cd/E52319_01/infoportal/opc.html

https://apexapps.oracle.com/pls/apex/f?p=10319:5:0


Fully Execute on Selective Adoption Know What Has Been Delivered by Using the Cumulative Feature Overview Tool

With Update Image Details, Links to Videos, and Applied

Bug Report Upload

Get Started click me





Fully Execute on Selective Adoption

HCM

• Employee and Manager Homepages

• Guided Self-Service

• My Team

• Company Directory

• Workforce Availability

• Self-Service Matrix Teams

• Candidate Gateway

• Online Withholdings Form

• Mobile Paychecks

• Employee Snapshot

Notable Continuous Delivery Items

30 Confidential – Oracle Restricted

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Non Exhaustive


https://youtu.be/w4hgcJy4Vak



ERP

• Expenses

• WorkCenters

• Supplier Watch List

• Accounting Tags

• Mobile Requisitioning

• Payment Requests

• GL Business Unit Management

• Procurement Operations

• Asset Tracking

• Supplier 360

Notable Continuous Delivery Items


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Non Exhaustive



Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft HCM

Intuitive

Easy

Expansion of Guided Self Service • Non-Job Data Transactions (e.g. New Position) • Configurable Fields and Attachments • Multi-select Transactions • Push Back to Previous Approver

HR Administrator Homepage • Guided Processes and Checklists • Review Transactions, Notification Framework Employee Side by Side Compare • For Managers and HR Administrators • Core HR and Talent Data Employee Snapshot • Role Based Views • Configurable Events Recruiting • Refer a Friend • Diversity Analytics for Administrators • LinkedIn Integration Enterprise Learning Management • Mobile Search, Enroll, and Execute Training • Merge External and Internal Learners

On-boarding/Off-boarding (i.e. “Day One”) • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications Payroll for North America • Mobile Direct Deposit • WorkCenter Expansion • Self Service Lockout During Payroll Runs • Pay Sheet Update Enhancement Time and Attendance • Mobile Approvals for Reported and Payable

Time for Elapsed and Punch Time Reporters • Manager Self Service for Employee Time Entry • Absence Request Cancellation • Enhanced Integration between Time and Labor

and Absence Management • Mobile/Redesigned Employee Timesheet Position Management • Self Service for Creating New Positions • Effective Sequencing on Position Records • Address Formatting

HR Help Desk • Secure Employee Relations Case Tracking

Dotted Line Reporting • Manager and Employee Self Service • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary Enhancements • Enhanced Mobile Open Enrollment • Live Events Expansion of Mobile Approvals Simplified Analytics • HR Administrator Analytics • Absence Administrator Analytics • Recruiting and Diversity Analytics • Global Payroll Variance Analytics • Workforce Availability Analytics • Learning Analytics Global HR / Payroll • Configurable Global Name Formatting • Maintain Bank Accounts and Pay Distribution • Guided Global Payroll for Administrators Regulatory Updates • ACA Enhancements and Legislative Changes • eSocial – GP Brazil / DSN – GP France

Powerful

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Non Exhaustive


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Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft ERP

Intuitive

Easy

Operational Efficiencies • Additional WorkCenters (Pricing Manager,

Inventory, Cost Reconciliation) • Match Exception Collaboration • Voucher Staging Data Management • Open Period Maintenance • Mass Update for Billing • Sourcing NOA and NOIA Notifications • Contracts Pre-Bill Workbench • Installment Payment Plans Expanded and Enhanced Mobility • Supplier 360 • Payables Operations Homepage • Credit to Cash Homepage • Supplier Self Service in eSettlements • Customer Self Service in eBill Payment • Enhanced Self Service Requisitioning • Financial Structure Request • Financial Position Request • Receiving • Asset Management • Expenses (Receipt Split, Hotel Wizard,

International Features, Payment Notifications) • Grants Management Dashboard Expansion of Mobile Approvals

Greater Supplier Lifecycle Management • Supplier Collaboration Expansion • Supplier Scorecarding and Performance

Management • Comprehensive Supplier Portal Enhancements • Supplier Diversity and Qualification Configurable Frameworks • Simplified Journal Entry • Field Validation Framework • Component Configuration Framework • Mass Transaction Manager • Enhanced and Mobile Enabled Forms and

Approval Builder Cash Management • Take Actions to Simulate and Move Funds • Financial Gateway Payments Expansion Faster Period Close • Expand GL Spreadsheet Validation • Expand GL WorkCenter My Work • Mass Delete in GL • Expansion of Accounting Tags • Period Close Activity in GL WorkCenter

Additional Analytics • Comprehensive Customer View • Expenses vs. Budget • Top Departmental Expenses • Expenses Audit Risks • Expenses with Exceptions • Billable vs. Non-Billable Time and Expenses • Revenue vs. Forecast • Top Businesses by Revenue • Profit and Loss for the Period • Voucher Approval Cycle Time • Vouchers on Hold • AP and AR Productivity Visibility • Payment Predictor Failure Rate • AR Write-Off vs. Collections • Strategic Sourcing Metrics • Supplier Scorecard ng • Project Commitments Greater Visibility • Financial Balances Hierarchy Legislative and Regulatory • Revenue Recognition • Lease Accounting • VAT and Withholding Updates

Powerful

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Non Exhaustive


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Fully Execute on Selective Adoption Understand the PeopleSoft Roadmap with the Planned Features and Enhancements Page

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See Oracle Support for more information

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https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45


Fully Execute on Selective Adoption Be Heard and Contribute to the Roadmap via PeopleSoft Community Idea Spaces

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page

Click Images For More Information

Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel

35 Oracle Confidential – Restricted Use Only

www.peoplesoftinfo.com www.youtube.com/user/PSFTOracle

• Submit enhancement requests • Vote on submissions • Share information and best practices • Ask the community questions • On My Oracle Support (link)

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https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/

http://www.youtube.com/user/PSFTOracle

http://www.peoplesoftinfo.com/

https://community.oracle.com/community/support/peoplesoft?customTheme=mosc


Fully Execute on Selective Adoption Working with Customers to Define the Roadmap

Idea Spaces User Groups Advisory Board 1:1 Interactions

PeopleSoft Product Roadmap




• You need a holistic, organization wide adjustment to this new mind set.

• Establish a schedule and budget that allows for functional evolution.

• Include your LOB in all parts of your selective adoption strategy.

• Adopt new features to accelerate the value proposition of selective adoption.

• Be willing to step out of the ‘PeopleSoft Box’ and make changes.


Call to Action and Next Steps

IT and LOB Collaboration

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• Info Graphic

• Spotlight Series

• Strategy Guidelines

–Customization Handling

–Regression Testing

–Scheduling

• White Papers

• Documentation


How to Get Started? Leverage the PeopleSoft Selective Adoption Concept Page

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http://docs.oracle.com/cd/E52319_01/infoportal/psa.html







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Deploy PeopleSoft to Oracle Cloud Your Current PeopleSoft Deployments Hinders Business Change and Innovation


Desired Activities

• Change business configuration

• Review newly delivered features

• Develop new customization

• Test impact of planned changes

• End user training

• Roll out new applications

• Deploy to new geographies/BUs

Limited Rack Space

Power Constraints

Schedule Availability

Insufficient Hardware

New Installations

Storage Scarcity Synchronizing Data

Configuration Cloning

Customization Migrating

Managing Environments

System Patching

Hindered by the Limited Number of Usable Environments

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Deploy PeopleSoft to Oracle Cloud The Best of All Possible Worlds

The PeopleSoft You Know

The PeopleSoft You Own

The PeopleSoft That Works

+ Platform Platform

as a Service

Infrastructure as a

Service

On the Cloud You Can Trust

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• Same Solution

• Same Architecture

• Same Configurability

Deploy PeopleSoft to Oracle Cloud Flexible Choice of Deployment with PeopleSoft

Oracle Data Center (IaaS + PaaS)

Your Data Center

Deploy Anywhere: Oracle Cloud, On-Premise, or Hybrid



Deploy PeopleSoft to Oracle Cloud Oracle Cloud Machine Provides Delivery Choice for Oracle Cloud Services

PaaS IaaS

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• Oracle Cloud delivered as a service behind your firewall.

• Same PaaS and IaaS software, same updates as Oracle Cloud.

• Same cost-effective subscription pricing model as Oracle Cloud.

• Conforms to regulatory, privacy, legal, and business requirements.


Oracle Data Center (IaaS + PaaS)

Your Data Center


Deploy PeopleSoft to Oracle Cloud Capabilities of PeopleSoft Cloud Manager Coupled with Oracle Cloud


Migrate to Oracle Cloud • Lift and Shift existing environments

to Oracle Cloud

• Migration of your configuration, data, and customizations

• Backup and restore to Oracle Cloud

CLOUD MANAGER

Cloud Computing • Elastic scaling based on demand

• Compute, Storage, Networking, Database as a Service, more…

• Industry leading secured environments

Life Cycle Management • Subscription to update release

channels

• Complete environment management

• Application & PeopleTools patching

Self Service Provisioning • Template driven provisioning

enables business users

• On-demand environments for specific use cases

• Unique topology definitions

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Deploy PeopleSoft to Oracle Cloud PeopleSoft Cloud Manager

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Deploy PeopleSoft to Oracle Cloud Where Do You Start?

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All (including Production) Environments

What’s on the Oracle Cloud? What’s on Premise? What’s it Means to You?

Greater business agility, cost savings, and lower risk

Non-PeopleSoft

Non-Production PeopleSoft

Production PeopleSoft

Non-Production Environments


Business agility and cost savings.

Dev/Test/Staging/Training

Production PeopleSoft

Learn more at the PeopleSoft on Oracle Cloud concept page and contact your

Technology sales representative.

Confidential – Oracle Restricted

Demo and Update Manager Environments


Immediately assess the latest PeopleSoft capabilities.

Dev/Test/Staging/Training

Production

Demo from the Oracle Cloud Marketplace

Update Manager Source



Deploy PeopleSoft to Oracle Cloud Call to Action and Next Steps


When: Next material IT event e.g. hardware refresh or hosting services contract renewal.

What: Consider Oracle Cloud for the following use cases:

• Demo Environments

• Update Source Environments

• Staging and Testing Environments

• Production

How: Automate deployments, dev ops, and lifecycle management with PeopleSoft Cloud Manager and PeopleSoft Cloud Architecture.

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Deploy PeopleSoft to Oracle Cloud


• PeopleSoft Talk Video

• FAQ

• Use Case Overviews

–Demo

–Development and Testing

–All on Oracle Cloud

• Tutorials

• Documentation


How to Get Started? Leverage the PeopleSoft on Oracle Cloud Concept Page

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Get Connected and Stay Informed Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel


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https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/

http://docs.oracle.com/cd/E52319_01/infoportal/index.html

https://www.youtube.com/user/PSFTOracle


Questions and Answers


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