1 Copyright © 2012, Oracle and/or its affiliates. All ... Copyright © 2012, Oracle and/or its...

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.1

New Functional PeopleToolsCapabilities for the Line of Business User


Business User

Jeff Robbins

Senior Director, Technology Strategy

PeopleSoft

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


decisions. The development, release, and timing of any features or

functionality described for Oracle’s products remains at the sole

discretion of Oracle.

Program Agenda

�PeopleTools Investment Strategy

�5 PeopleTools Features you should pay attention to

�Future Direction – what to keep any eye out for


�Future Direction – what to keep any eye out for

Addressing ChallengesOngoing Delivery of Impactful Capabilities

Related Actions

Framework

Forms & Approvals

Builder

PeopleSoft

Test

Framework

Interaction

Hub


Partial Page

Refresh

Related

Information

BI Publisher

Workspaces

Modal

Windows

Dashboards

Collaboration

Tools

Continuous

Delivery

Builder

20082008 20102010 2012+2012+

Strategic Investments Across Release 9.2Alignment of Investments to Customer Needs

� Global Search

� Activity Guides / Train Stops

� Pivot Grids

Effortless Navigation and Information Retrieval

Intuitive Self-Service Process Flows

Access to Actionable Information


� Pivot Grids

� Workcenters

� PeopleSoft Update Manager

� Mobile Solutions


Increased User Job Effectiveness

Cost Effective Means of Staying Current

Enablement of a Mobile Workforce

PeopleSoft Product RoadmapLong Term Release Strategy

20132013

PeopleSoft 9.2 PeopleSoft 9.4

20142014 20152015 20162016 20182018 20192019

9.2 Feature Packs 9.3 Feature Packs

PeopleSoft 9.3

20172017

9.4 Feature Packs


PeopleTools Releases &

Feature Packs 12 -18 Months

Major Applications

Releases Every ~3 Years

20132013

PeopleTools 8.53

PeopleTools 8.54

PeopleTools 8.55

PeopleTools 8.58

PeopleTools 8.57 PeopleTools 8.59

20142014 20152015 20162016 20182018 20192019

PeopleTools 8.56

20172017

5 PeopleTools Featuresyou should pay attention to

�Homepage / Dashboard for mobile deployment

�Related Actions, Hover, Related Content

�PS Query


�PS Query

�Pivot Grids

�PeopleSoft Test Framework

5 Top Functional PeopleTools Features

�Homepage / Dashboard for mobile deployment

�Related Actions, Hover, Related Content

�PS Query – no, really


�PS Query – no, really

�Pivot Grids


20022002

Enterprise Applications User Experience

••

••


••

••

••

PeopleSoft Interaction ModelHomepage


PeopleSoft Interaction ModelFunctional Dashboard


PeopleSoft Interaction HubCore PeopleSoft Technology Component

� New name for the

PeopleSoft Enterprise Portal

� Key features offered with PeopleTools

At No Cost


� Provides:

– Site-wide branding

– Homepage and personalized dashboards

– Unified navigation across multiple apps

– Rich collaboration

� PeopleSoft Interaction Hub� Create a Personal Dashboard

ORACLE

PRODUCT

LOGO


� Create a Personal Dashboard

CUSTOMER EXAMPLE:Southern Company


Southern Company

mySOurce Home

Self-Service Options•How Do I’s

•Me at a Glance

•My To Do’s

•Chat

•Create Online Case


•Create Online Case

100+ Roles for Targeted

Content

•News Articles

•Calendar of Events

mySOurce – How Do ITargeted Help on over 250 business processes

Auto Suggest

Search Text

Embedded ESS

Related HDIs•Provides


•Provides

additional related

business

processes

Did You Know(s)•Random display of

additional facts

Most popular HDIs •Page specific

mySOurce – Me at a Glance Role-based Content


Easy access to personal information, one click to update

• Eliminates deep navigation

• Eliminates confusion with launching another application

• Delivers instant confirmation the change was successful

mySOurce – My To Do’sConsolidated Worklist Pagelet

Integration with multiple

solutions:• LMS – pending training

• Expense approvals and

notifications

• Invoice approvals

• Multiple HR related

transactions such as cash


transactions such as cash

awards, tuition

reimbursements, status

changes, promotions, etc.

• More in progress

Includes both HR and non

HR related action items

PeopleSoft Interaction ModelHover, Related Actions, Related Content


� Related Actions� Related Content

ORACLE

PRODUCT

LOGO


� Related Content

PS QueryConnected QueryPivot Grids


Pivot Grids

Query: The Key to Accessing PeopleSoft Data

� Saved Queries:

– Reusable, Secure Data Access!

Query

– Scheduled query–report or email

– Ad-hoc analysis (use drilling URLs)

Data source provider

PS/nVision


– PS/nVision

– BI Publisher (with Connected Query)

– Pivot Grid

– Query Access Service

– RSS Feed

– Pagelet

– Related Actions/Related Content

PeopleSoft

Application Data

Row-Level Security

Business Metadata

STANDARD QUERY– US Employees with:

o Country

o Department

o Employee Id and Name

Define Expressions To Drill From Query Results



“DEAD END”– No way to explore data without either

o Manually running another query

o Writing down the information and navigating

elsewhere

SAME QUERY WITH DRILLING URL– US Employees with:

o Country

o Department


Define Expressions To Drill From Query Results



START FOR ANALYSIS– Drill On DeptId to see all employees worldwide

for that department

– Drill on Employee Id or name to drill directly to

the Person Data page

Connected Query

401k

– Investment 1

– Investment 2

– Investment 3


Profit Sharing

– Investment 1

– Investment 2

– Investment 3

Connected Query – Hierarchical Data

401k

– Investment 1

– Investment 2

– Investment 3


Profit Sharing

– Investment 1

– Investment 2

– Investment 3

• Multiple queries run as one

• Hierarchical XML result

• For use with BI Publisher

Connected Query


Field 1 Field 2 Field 3 Field 4 Field 5 Field 6

Query 1

Data Data x x x x

Query 2

x x Data Data x x

Connected QueryMakes Unions Easier – Example of a Union in Query


x x Data Data x x

Query 3

x x x x Data Data

• Manage separate queries instead of one large definition

• Eliminate field placeholders

Query and Connected Query

Connected Query Query

UnionsSub Reports Prompts


Outer Joins

Unions

Standard JoinsMultiple Outer Joins

CriteriaHierarchical Data

PeopleSoft + ReportingTechnology Strategy

Responding to how your employees work

� Functional and Operational Analytics

� Online, real-time viewing of data

� Reusable components, multiple publication options


� Information available where and when it’s needed

PeopleSoft + ReportingTechnology Strategy

Pivot Grids

� Much improved graphical charting, SVG, PNG

� Related Actions integration

� Pivoting in chart mode (not just grid)


� Progressive filtering

� Improved administration

PeopleSoft Test Framework


What is PeopleSoft Test Framework?Business Drivers

�Change is inevitable and constant

–Enhancements

–Maintenance

–Upgrades


–Upgrades

• Change is risky and expensive

– System testing is time consuming and costly

– Accurate impact information is difficult gather

What is PeopleSoft Test Framework?


– Introduced in PeopleTools 8.51

–More than just a “Record and Playback” tool

– Integrated with lifecycle management

Background & Overview


– Integrated with lifecycle management

– Integrated with PeopleTools

–Tests and test cases are PeopleTools managed objects

o Comparable

o Copyable

–Enhances data from Usage Monitor and Compare Report

Oracle Proprietary and

Confidential


�Usage Monitor – released in 8.51

–Critical to impact analysis

o Understand what objects are used in your application

o Extends PTF and Compare Report data

Reduce Cost Of Ownership


o Extends PTF and Compare Report data

�Compare Reports To Tables – released in 8.51

–Stores compare data in application tables

–Critical to impact analysis

o Understand what objects are being changed

o Extends Usage Monitor and PTF data

PeopleSoft Application


�Why Invest in PTF

–Application system testing

o Automated testing

– Impact Analysis

Usage


Impact Analysis

Test Cases

Change

� Value of meta data


10

20

30

40

50

60

70


0

10

Impacted Test

Cases

Non-Impacted

Testa Cases

PeopleTools Features to keep an eye out for


Strategic Investments Across Release 9.2Alignment of Investments to Customer Needs

� Global Search

� Activity Guides / Train Stops

� Pivot Grids

Effortless Navigation and Information Retrieval

Intuitive Self-Service Process Flows



� Pivot Grids

� Workcenters

� PeopleSoft Update Manager

� Mobile Solutions


Increased User Job Effectiveness

Cost Effective Means of Staying Current

Enablement of a Mobile Workforce

Information PortalHosted & Mobile PeopleBooks

Doc Home Pages and Enterprise Integration Point

Maps

Learn MorePeopleSoft Information Development Resources

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.41 Click images for more information

Video Feature OverviewsCumulative Feature Overview & Upgrade Resource Report Tools

Business Process Maps & Entity Relationship Diagrams

PeopleTools Sessions of Interest

Time Title Session Room

10:45 Performance Tuning for the PeopleSoft Administrator CON9210 3009

12:15 Art of the Possible: A Great User Experience via PSFT

Applications Portal

CON9188 3009

Putting the PeopleSoft Test Framework to Work for You CON9190 3011

Monday


Putting the PeopleSoft Test Framework to Work for You CON9190 3011

Oracle Engineered Systems Success with PeopleSoft CON9204 3008

4:45 PeopleSoft Technology Roadmap CON9183 3002/4



10:15 PeopleTools Roadmap: Mobile Applications CON9196 3009

Securing Your PeopleSoft Integration Infrastructure CON9205 3011

11:45 Mastering the PeopleSoft Reporting Suite CON9201 3011

Securing Your PeopleSoft Environment Today & CON9202 3009

Tuesday


Securing Your PeopleSoft Environment Today &

Preparing for Tomorrow

CON9202 3009

Using Virtualization to Manage TCO CON9206 3007

1:15 Implementing a PSFT Maintenance Strategy with PSFT

Update Manager

CON9192 3009

5:00 PeopleTools Developer: PeopleTools 8.53 in Action CON9187 3009

New Functional PeopleTools Capabilities for the Line of

Business User

CON8932 3007



10:15 PeopleTools Roadmap: Integration Broker CON9189 3009

Understanding PeopleSoft Maintenance Tools & How

They Fit Together

CON9193 3002/4

11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 3009

Wednesday


11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 3009

1:15 PeopleTools Developer: Tips & Techniques CON9185 3009

PeopleTools Roadmap: Platforms CON9203 3011

3:30 Case Study: Delivering a Ground-Breaking User

Interface with PeopleTools

CON9186 3009

PeopleTools 8.53 Experiences - Panel Discussion CON9198 3007

PSFT Update Manager – Hands on Lab #1 (2.5 hours) HOL10460 Marriott

Nob Hill A/B

5:00 PeopleTools Product Team Panel Discussion CON9200 3009



11:15 Using the Integration Network to Build, Test, & Debug

Your Integrations

CON9194 3009

PeopleTools Developer: A Guide to Properly Enhancing

PSFT Applications

CON9197 3011

Thursday


PSFT Update Manager – Hands on Lab #2 (2.5 hours) HOL10460 Marriott –

Nob Hill A/B

Meet the PeopleSoft PeopleTools Experts MTE9652 2001A

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