PeopleSoft Roadmap
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Transcript of PeopleSoft Roadmap
PeopleSoft Roadmap Doug Gray
Master Principal Solution Consultant
PeopleSoft The State of PeopleSoft
• Best-in-Class, Full Suite Enterprise Applications
• Founded in 1987 and Acquired by Oracle in 2005
• 6,000 Customers Worldwide
• High Support Renewal Rate
• Used by the Largest Public and Private Organizations
• Most Widely Deployed HCM Solution on Earth
• Pioneered Move to Web in 2000
• 40,000+ Person Years of Development Experience
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PeopleSoft The Future of PeopleSoft
• Continued Investment and Innovation
• 100’s of Net-New Customers Each Year
• 1,000+ Dedicated Development Resources
• 3,000+ New Features Delivered Since Acquisition
• 27% of Active Customers On/Going to PeopleSoft 9.2
• New, Industry First Continuous Delivery Model
• Modern, Mobile Fluid User Interface
• Robust, Customer Driven Multi-Year Roadmap
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PeopleSoft Roadmap Customers and User Groups Drive the Roadmap
Talk to customers, Listen to customers, Work with customers
• CIO Advisory Board
• Customer Surveys
• Customer Care Services
• User Groups
• Customer Advisory Boards
• Fusion Strategy Council
• Customer Events
• Executive Sponsors
Product Quality & Roadmap
Cost & Maintenance
Relationship Management
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Investment Strategy Customer Needs Driving PeopleSoft Investments
Customer Need: Robust and Intuitive Modern Solutions
Investment Area: PeopleSoft Fluid User Interface
Customer Need: Non-disruptive Adoption of Change at a Lower Cost
Investment Area: Delivery Model Using PeopleSoft Update Manager
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PeopleSoft Works in Your Users’ World Global Search and Related Actions
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Process Oriented - Supplier On-Boarding Visually Guided Processes w/ Activity Guides and Train Stops
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Slice/Dice Real Time Financial Information with Related Actions
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Access to Actionable Information Financial Dashboards
• General Ledger
• Accounts Payable
• Billing Manager
• Accounts Receivable
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Access to Actionable Information – Financial Balances Dashboard
• Easy access to Balances & Recon Status
• Visibility into financial balances and activities
• Ability to easily drill-down
• Power of PeopleSoft Trees
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Transform the Information Flow Insight at Point of Need - Supplier 360
• Users manage the dashboard layout
• Configurable to include business content needed
Configurable Analysis Framework (CAF)
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Transform the Information Flow Supplier Comparative Analysis
Compare Suppliers
Metrics to
Compare
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Simplified Productivity PeopleSoft WorkCenters – One Stop Shop for Financial Operations
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What you need to DO
Where you need to GO
How you DO IT
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Transform the Business Process
• Accounts Payable • Accounts Receivable
• Billing
• General Ledger
• Cash & Treasury
• Asset Management
• Maintenance Mgt.
• Projects/Contracts
• Grants
• Buyer Admin
• Supplier Admin
72% Fewer Clicks Financials 9.2 WorkCenters
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Capture
Accounting
Events
Create
Accounting
Rules
Transfer and
Post Audit and
Analyze
SOURCE SYSTEMS SOURCE SYSTEMS
EBS GL PSFT GL JDE GL FUSION GL
Transform the Business Process Fusion Accounting Hub Integration to PeopleSoft General Ledger
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• Capture transaction and reference information for accounting treatment
Transfer & Post
Centralized Accounting for External Systems
Create Accounting Rules Capture Accounting Events
• Centralized and configurable rules • Generate detailed accounting entries in Fusion Accounting Hub
External Systems
Fusion Accounting Hub
PeopleSoft General Ledger
Chart of Accounts Synch Accounting Entries Drilldown
Transform the Business Process Fusion Accounting Hub Integration to PeopleSoft General Ledger
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Labor Rules and Monitoring
Information Delivery Oracle In-Memory Applications for PeopleSoft Customers
+ =
Real Time Bottom Line
Know More, Profit More
Project Discovery
Discover More, Execute Better Manage Better, Save More
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PeopleSoft In-Memory Real Time Bottom Line Capitalize on Business Opportunities & Reduce Risk (9.1 & 9.2)
Allows You To....
Assess the fiscal effect of material transactions
Model the financial impact of business rule changes
Support for real time financial position restatements
Execute on decisions to manage the business
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Self-Service Supplier Onboarding Available Today! Plus Planned Enhancements
PeopleSoft Supplier Lifecycle Management Complete Solution for Release 9.2 and Beyond
Supplier Change Requests Available Today! Plus Planned Enhancements
Supplier 360 Degree View Available Today! Plus Planned Enhancements
Supplier Network Partially Available Today!
Plus Planned Enhancements
Comprehensive Supplier Portal Available Today!
Plus Planned Enhancements
Supplier Qualification Mgmt with Diversity Tracking
And Master Service Agreements
One of the most demanded solutions by our customers and prospects Restricted to event use only.
Easier to Adopt and Manage The Need to Change the Legacy Upgrade Cycle and Release Model
Upgrades are needed to deliver new functionality…
…but high costs lead to infrequent upgrades.
New Capabilities Delivered Too Infrequently
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9.2
single code line
Enabling Change PeopleSoft Update Manager Allows for Effective Delivery of Changes
Oracle delivers, PeopleSoft Update
Images every ~10 weeks containing
new capabilities and maintenance.
Customer periodically selects new
capabilities and/or maintenance via
PeopleSoft Update Images.
• Continuously receive new functionality on existing release
• You choose what to take and when
• Smaller change between releases means more affordable upgrades
IMPACT
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Easier to Adopt and Manage PeopleSoft Update Manager as a New Deliver Model Enabler
Get Innovative New Capabilities without Upgrading
Take Only the Changes You Want Based on What You Have
Determine When You Adopt Changes
Retain Strategic Customizations
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What Analysts Are Saying... PeopleSoft Update Manager Feedback
Oracle Confidential – Internal/Restricted/Highly Restricted
Read “PeopleSoft Update Manger Delivers Significant Improvements to the Upgrade Tools and Processes” from Gartner
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High Adoption of PeopleSoft Live PeopleSoft 9.2 Customers
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The Transformation of PeopleSoft Then, Now, and Next
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User Experience Then PeopleSoft 8.9 (2004)
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User Experience Now PeopleSoft 9.2 (2013)
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User Experience Next PeopleSoft 9.2 Update Images (2014)
Enabling a Mobile Workforce and More! PeopleSoft Fluid User Interface
• Across Multiple Form Factors
• Native Tablet/Phone Experience
• Platform Independent
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PeopleSoft Fluid User Interface Modern, Intuitive Role Based Homepages
• Executives
• Team Managers
• Employees
• Project Managers
• Cash Managers
• Procurement Managers
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Planned PeopleSoft Fluid UI Deliverables PeopleSoft Financials 9.2
• Employee Self-Service Homepage • Purchase Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Time Entry • Approvals • Procurement Operations Homepage • Supplier Watch List • Purchase Order Spend • Requisition Cycle Times • Project Manager Homepage • Project Profit Margin View • My Project Team View • Resource Locator • Project Financials • Cash Manager Homepage • Overdrawn Account View • Liquid Position View • Investment and Debt Mix View • Available Balance v. Forecast by
Bank View Restricted to event use only.
Increase Stakeholder Value Centralized Approvals & Notifications
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One View Across PeopleSoft Simple One Click Access
Actionable
Drill Down for Details
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Efficient Compliance with Automated Controls Robust PeopleSoft Controls (sample)
Who Did What When
Financial Transaction Control
Access to Financial Activity
Account Reconciliations
Consistent Chart of Accounts
SOD and Fraud Detection
Financials Audit Trail, Supplier Audit Trail
Configurable Approval Framework
Multiple Security Layers with COA Control
GL to Sub-Ledger Reconciliation
Chart of Accounts Validation for All Feeds
Oracle Governance Risk & Compliance
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Ongoing PeopleSoft Financials Investment
Transform the Business Process
Transform the Information Flow
Timely Decision Support with Real Time Data
• Cash Manager Insight
• Overdrawn Account View
• Liquid Position View
• Investment and Debt Mix View
• Available Balance v. Forecast by Bank View
• Take Actions to Simulate/Move Funds
Simulate Financial Position In-Memory
• PeopleSoft In-Memory Financial Close Analyzer
• Expand In-Memory Financial Position Analyzer
• Expand In-Memory Financial Allocations Analyzer
• Insight into Action – Simulation Analytics
• Side by Side Simulation Compare utilizing PeopleSoft Configurable Analysis Framework
• Financial Operations Insight (AP, AR, BI)
• Invoice Cycle Times
• Payables Time to Discount
• AP Productivity Visibility
• Item Collection Days
• AR Write-Off vs. Collections
• AR Productivity Visibility
• Payables Operations Metrics - FLUID
• Financials on the Go
• Expenses vs. Budget
• Top Departmental Expenses
• Revenue vs. Forecast
• Top Businesses by Revenue
• Profit & Loss for the Period
Ease of Use Reporting for Financials
• Oracle Transaction Business Intelligence
• Insight into Action – Pre-delivered Analysis
• Supplier 360 utilizing PeopleSoft Configurable Analysis Framework
• Customer 360 utilizing PeopleSoft Configurable Analysis Framework
Operational Efficiencies
• Mobile Approvals for Financials
• Financial Close WorkCenter
• Business Onboarding Activity Guide
• Chart of Accounts Request Collaboration
• Bank Reconciliation Expansion
• Supplier Change Requests
• Supplier Enablement expansions in eS
• Comprehensive Supplier Portal
• Automate Expense Amortization
• Payment Request Expansion – Accruals
• Copy Bank Account
• Checks and Credit Cards through Financial Gateway
Extend Self Service to Stakeholders
• Payment Request in Fluid
• eSettlements Supplier Self Service in Fluid
• eBill Payment Customer Self Service in Fluid
• Accounting Request in Fluid
Global Accounting Expansion
• IFRS/US GAAP Convergence for Lease Accounting
• IFRS/US GAAP Convergence for Revenue Recognition
• CNAO2 and Golden Tax Integration for Joint Ventures in China
• Global VAT & Report Changes
34 Non Exhaustive
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Increase Stakeholder Value PeopleSoft Fluid Interface
Manage Critical Tasks Anytime, Anywhere
Financials on the Go
Financial Operations Metrics
Self Service Apps
Self Service Transactions
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Transform the Information Flow Payables Operations Metrics
VOUCHERS
Vouchers entered Vouchers approval cycle Invoice processing cycle
PAYMENTS Average payment days Late payments Payments by type
EXCEPTIONS Invoices on hold Cancelled payments Vouchers changed after posting Vouchers deleted
TEAM METRICS Counts per team member
SUPPLIERS New suppliers Updated suppliers Suppliers pending approval
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Transform the Information Flow Insight for Line & Executive Managers
• Drive employee productivity through easy to use interface
• Support day to day decisions
• Take action
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Transform the Information Flow Self Service Requests
Financial Structure
Financial Position
Payment Request
External Facing Solutions
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More Than Just Look and Feel The Value of PeopleSoft Fluid User Interface
Mobility and Portability Between Multiple Devices
Intuitive User Experience
Personalizable
Unified User Experience Across Oracle Applications
Transform the Information Flow Improve Stakeholder Value
• Drive employee productivity through easy to use interface
• Support day to day decisions
• Real time access to business data
• Financial Control & Reporting
• Procure-to-Pay
• Treasury
• Credit-to-Cash
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Transform the Business Process Financial Period Close
More Efficient Processing
Period Close WorkCenter
Reduce Error Correction/Recon
Manage Period Close Activity
Expanded Visibility
Earlier Decisions for C-Level
New Visualization Tools
Financial Balances
Open/Close Periods
In-Memory Simulation Tools
PeopleSoft In-Memory Financial Close Analyzer
Early Virtual Close
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Transforming Information Flow Improves Decision Support PeopleSoft Real Time Bottom Line and the Virtual Close
In-Memory Real-Time Bottom Line
In-Memory Financial Allocations Analyzer
In-Memory Financial Position Analyzer
Efficient Collaboration for Finance to easily manage business scenarios
Graphical & Fast Execution to support large data volumes
Automated Deployment of
C-Level Decisions with full controls
Real Time Comparative Analysis for Finance and Business leads
In-Memory Financial Close Analyzer
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Transform the Business Process Reduce Spend in Invoice to Pay
More Efficient Processing
Reduce Manual Efforts
OCR/OFR Imaging
Supplier Collaboration Expansion
Bank Reconciliation Expansion
Expanded Visibility
New Operational Visibility
Operational Metrics
Cohesive Supplier 360 View
Automate Expense Amortization
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PeopleSoft Strategy and Update Key Points
•Transformation of PeopleSoft
•New Low Cost Delivery Model
•Continued Investment in PeopleSoft
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Get Connected and Stay Informed Key PeopleSoft Information Sources
@PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page
Click Images For More Information
Blogs
Social Media
PeopleSoft Information Portal PeopleSoft YouTube Channel
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Questions and Answers
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Please Complete the Session and Meeting Evaluations
Thank You!