PeopleSoft Application Strategy · PeopleSoft looks great and offers the fresh, modern look and...
Transcript of PeopleSoft Application Strategy · PeopleSoft looks great and offers the fresh, modern look and...
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Application Strategy
Rebekah JacksonVice President, StrategyJuly 19, 2018
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
The Unique Advantage of Today’s PeopleSoft
Solution BreadthFunctional DepthReliable Execution
Proven Ability to ScaleIndustry Specific CapabilitiesBusiness Process ExpertiseGlobal Regulatory Support
Multi-Platform CertificationsPowerful PeopleTools
Fluid User InterfaceConfigurable Approvals
Selective AdoptionPeopleSoft Update ManagerPeopleSoft Cloud Manager
Deployment PackagesSimplified Analytics
ElasticsearchIdea Spaces
Decades of Maturity Innovative New Approach
Through 2030 | Rolling 10 Years…at least…
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
The Reconnect Landscape
5050
Attendees
Returning First Time
7426
Companies
Returning First Time
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Community Survey 2018
1439 Responses from 726 Companies50%+ increase from last year’s survey
78% on PeopleSoft 9.2, 14% on 9.162% of 9.1 customers planning to upgrade
26% on PeopleTools 8.56, 35% on 8.55PeopleTools 8.56 up from 3% last year
65% have a Selective Adoption StrategyValue: Decreased testing, Less customized, Cost savings
61% are using FluidValue: Better experience, Ease of use, Mobility
30% considering PeopleSoft on Oracle Cloud217 customers this year, up from 98 last year
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
12
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Q3 Q4 Q1 Q2ERP
HCM
Image 14Jul 2017
CRM (8)
Image 16Jul 2017
ELM (6)
Image 23Aug 2017
23 New Features• Onboarding• Dotted Line
Reporting• Payroll Lockdown• Activity Guide
Composer
Image 24Oct 2017
20 New Features• Classic Plus• Guided Self Service
Multi-Select• Onboarding
Manager View• Updated I-9 Form Image 17
Mar 2018
ELM (3)
Image 25Jan 2018
20 New Features• Timesheet Payable
& Elapsed Time• Manage Profiles
Enhancements• PLUS Tax &
Legislative Updates
Image 15Apr 2018
CRM (3)
Image 26Apr 2018
27 New Features• Recruiting Home
Page, Nav Collect.• Timesheet Quick
Fill• Employee
Snapshot - Admins
Image 28Jun 2018
18 New Features• Fluid eSettlements• Treasury
Workcenter• Tech Workbench
Mass Updates • Enhanced Par
Location Counts
Image 25Sep 2017
23 New Features• Supplier
Scorecarding• Add Copy for Fluid
Payment Request• Work Order & Prev.
Maintenance Approval
Image 26Dec 2017
19 New Features• Classic Plus• Finance and
Accounting Home Page
• Grants Home Page• New Approvals
Image 27Mar 2018
18 New Features• Lease Accounting
Migration Guide• Purchase Order
Acknowledgements• ePro Requisition
Enhancements
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Onboarding
Configurable activity guide templates
Steps with multi-media, text, transactions, attachments, integrations, etc.
Clackamas County live (3 mos); deployments
in progress
Classic Plus
One modern PeopleSoft look and feel
Deakin University live: “The Classic
Plus functionality in PeopleSoft looks
great and offers the fresh, modern look and feel of the Fluid pages that our users
expect.”
TimesheetOptimized for repetitive, high frequency use
Easily configurable
Most customers waiting for
functionality for hourly workers
Recruiting Home PageSeamless access to Fluid and Classic Plus pages
Analysis and insight
Navy Federal Credit Union: “Love that
the Recruiting Home was delivered. I am showing this to our
Recruiters next week.“
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Supplier 360Driven by Configurable Analysis Framework
Higher Ed customers are evaluating.
Innovator SpartanNashlive with CAF for job comparison to drive
career choices.
Grants Home PageEasy access to Fluid and Classic Plus pages
Analytics drives insight and action
Positive feedback from UC Berkeley, U of South
Florida, U of Minnesota, pending
Fluid rollouts.
Lease Accounting Migration GuideActivity guide to drive complex migration activities
Early use by Boise Cascade and
Encompass Health –very positive
feedback on guided approach to such a complex process.
Supplier Scorecarding
Fully configurable, drives powerful analysis
Easy to respond on any device
Interest from Kanas City Power & Light, Colorado Children’s Hospital, and Lone
Star College.
Personalized insight, action
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
6
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Major Investment Themes
INTUITIVE EXPERIENCE
EASILYCONSUMABLE
HIGHLYCONFIGURABLE
COMPELLINGVALUE
ANALYSIS& INSIGHT
REUSABLE FRAMEWORKS
Fluid & Classic Plus,Focus on the user
In our feature design,Tools and utilities
Powerful leverage,Consistent experience
Relevant information,Put the system to work
Incremental delivery,Customer feedback
Rapid adoption,Real impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
1
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Harmonized User Experience
New FeaturesFLUID UI CLASSIC PLUS
Mobility Needed
Power Usage
High Frequency
Many, Casual Users
Limited Usage
Personalizable
Configurable
On Roadmap
Long Term Support
Existing Capabilities
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
54
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Innovators & Quest Customer Stories
&
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Real Insights and Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Feature Adoption Drives Rapid Innovation Cycles
Confidential – Oracle Restricted
CUSTOMERSELECTIVEADOPTION
ADDED TOROADMAP
AND PFE PAGE
DEVELOPMENTUSING
FOCUS GROUPS
ENHANCEMENTREQUESTS INTO
IDEA SPACES
PRODUCTDELIVERY VIA
UPDATEIMAGE
CUSTOMERS
Idea to Impact in Months Not Years
• Deliver often• Easy to consume• Quickly deployed• Faster feedback• Rapidly improve• Better products• Higher value
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
18
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
18+/- Month Roadmap (see Planned Features & Enhancements page)
ERP
HCM
• Personal and Sensitive Data ID• Fluid Org Chart Actions and
Search• Onboarding Admin View• Fluid Comp History EE Self Service• Performance Notifications• Fluid Timesheet Hourly, SFF• Fluid Canadian Forms• Classic Self Service links in Nav
Collection• Australia Single Touch Payroll• India Reaction Fluid Self Service
Reporting• NZ, UK Self Service Reporting• Swiss Recert of SwissDEC 4.0
• Company Directory ConfigEnhancements
• Administrator Analytics• Learning Integration with
Employee Snapshot• Sequence in Position Mgmt• Auto Transfer ePerf Documents• Absence Request Attachments
for Admins• Timesheet MSS and Time
Administrators Entry• PNA Workcenter• Fluid View W2/W2-C Forms• Benefits Enrollment• GP Workcenter
• Offboarding• Benefits Confirmation Statement• Recruiting Applicant Status
Enhancements• Brazil eSocial – Auto Assignment
of Errors, On Demand• New Zealand IRD Transmit of EE
Data• US – Washington Paid Family
Leave• US – New York Quarterly
Reporting, MD New Quarterly Wage Reporting
• US – W2 Updates• Global Address Format
• Embedded Sup-Pages & Flex Field Framework
• Fluid Attachments Security and Enhancements
• National ID Configuration• Fluid Person / Job, Compare• View Historical Profile Items• Fluid Profile Compare• Update Empty Positions - Manager• Dotted Line Enhancements• Onboarding Analytics• HR Manager / Business Partner
View for Onboarding• Off-Boarding Self-Termination• GSS Admin Delegation• GSS Update Position Title
• GSS Multiple Components of Pay• Employee Snapshot Promotion
Readiness• Fluid Performance Notes• Prepare for Hire Enhancements• Bulk Actions on Fluid Job Openings• Fluid Leave / Transfer Donations• Fluid Absence Workcenter• Workforce Availability Analytics• Time and Absence Employee
Dashboard• Fluid W-2 Reissue Request• Fluid Voluntary Deductions• Multi-Doc Support in Life Events• And More…
• Billing Field Mass Updates• Disposal Worksheet
Enhancements• Accumulated Depreciation Mass
Updates• GASB Accounting for Lessees• Tokenization with Cybersource
for Expenses Credit Cards• Reconcile Differences among
Bidder / Supplier Registration, Change Requests
• Asset Management Operational Metrics
• And More…
• Billing Workcenter Enhancements• Mass Update Billing fields• Voucher staging data clearning• Dispute AR Items from
Worksheets• E-Mail Delivery of AR Statements
and Dunning Letters• Asset Management Approvals• Validate Grant Payement Status
for Cost Incurred Before Billing and Rev Rec
• Expenses Fluid Approvals• Asset Management Capitalization
- Assign Transactions Re-design• Supplier Scorecard KPIs
• Credit to Cash Global Search• Fluid Simplified Journal Entry• Mass Update GL Run Control As-
of Date• Add GTIN to Procurement and
Payables Tables / Components• Customer Comprehensive View• Fluid Asset Management Self
Service• Inventory Substitution
Enhancements• Manufacturer and Distributor
Contracts in ePro and Purchasing• Proc Contracts – Ship to Pricing• Fluid Sourcing Analysis
• Distribute multiple invoices in one e-mail
• GL Financial Analytics• Retain Approval history in denied
journals• Expand GL Workcenter for Period
Close• Match Exception Collaboration• Configure match rules• Fluid eBill Customer Hierarchy• Collector Performance Analysis• Payment Plans• Lessor Accounting and Subleases• Intercompany Leases• Fluid Contracts Content
• Grants Proposal Workflow in AWE• Fluid Expense Report Updates• ePro Req Change Request, Change
Tracking• ePro Par Location Replenishment
to use Req Loader• Comprehensive Supplier Portal
Enhancements • Fluid POA for Buyer, Analytics• GTIN updates / impacts• Supplier Registration updates• Supplier Scorecard Analytics
Security• Redesign Bidder Responses
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Onboarding – Admin ViewFluidcapabilities for Admins, consistent with self-service design
Benefits Enrollment
Use of intuitive Guided Process
Incorporated analysis, plus easy access to related information
Incremental delivery based on customer adoption and feedback
Supplier KPIs
Powerful, configurable framework
Analytical measures to complement qualitativedata
Financial Analytics
Configurable, easy to personalize
Analytical insights for multiple roles, including manager self service
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
The Next Big Thing: Emerging Technologies
Chatbots
Machine Learning
Artificial Intelligence
Recommendations
Blockchain
Natural Language Processing
• Value Additive
• Targeted
• Secure
• Mobile
• Auditable
• Contextual
Investigation Phase
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
But…The Same Investment Guidelines Apply
INTUITIVE EXPERIENCE
EASILYCONSUMABLE
HIGHLYCONFIGURABLE
COMPELLINGVALUE
ANALYSIS& INSIGHT
REUSABLE FRAMEWORKS
Natural extensions of real interactions
Meets the varied needs of most
Appropriate, useful architecture
Has sufficient data to learn, add value
Realistic and reasonable to deploy and use
Must be more than ‘gee-whiz’
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Current State of Analysis
Work in Process!
Evaluate Use Cases
Investigate Approach
Solicit Input
• Chatbots: PeopleSoft ‘Help’, eProcurement Bot, Supplier Onboarding Bot, Accounting Bot, Expenses Bot, Absence Bot, Benefits Bot
• Recommender Systems: Payment Predictor, Supplier Risk, Supplier Bid Initiation, Project Risk, Learning, Career Path
• Process Automation, Mining:, Payment Automation, Invoice Matching, Procure to Pay bottlenecks
• Customer Advisory Board: Discussions with each pillar. Customer exploration in progress.
• Partner Insights: Various offerings available or under evaluation.
• Idea Spaces: Broad-based input, prioritization, discussion.
• Focus Groups: Enacted as focused work demands.
• Oracle Solutions: Evaluate options and ‘fit’ with PeopleSoft / PeopleToolsarchitecture.
• Technical POCs: Validate models, functionality, configurability, supportability, etc.
• Security: Implications for both cloud and on-premisecustomers.
• Delivery: Foundation architecture, relationship to applications, maintenance, and more.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Sample Proof of Concept
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Sample Proof of Concept
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Continuous, Customer Driven Roadmap
26
Idea Spaces User Groups Advisory Board1:1 Interactions
PeopleSoft Product Roadmap
Ongoing
Confidential – Oracle Internal/Restricted/Highly Restricted
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
2
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
1. Get Involved in the Idea Spaces
28Confidential – Oracle Restricted
CUSTOMERSELECTIVEADOPTION
ADDED TOROADMAP
AND PFE PAGE
DEVELOPMENTUSING
FOCUS GROUPS
ENHANCEMENTREQUESTS INTO
IDEA SPACES
Your Input Drives Us
PRODUCTDELIVERY VIA
UPDATEIMAGE
CUSTOMERS
6400+ Followers
2800+ Ideas
3900+ Comments
Features Delivered
Many on Roadmap
Video Overview
click me
FAQ
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
2. Get Connected and Stay Informed
@PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft PageBlogsSocial Media
PeopleSoft InformationPortal
PeopleSoft Video Channel
PeopleSoft CFO Tool
PeopleSoft PFE