PeopleSoft Applications and Technology Strategy ... - … Experience is Just the Tip of the...

PeopleSoft Applications and Technology Strategy and Roadmap The Making of a Modern Solution

Marc Weintraub Senior Director, Product Strategy PeopleSoft June, 2015

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

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.

2 Restricted to event use only.


PeopleSoft The State of PeopleSoft

• Used by the Largest Public and Private Organizations

• Most Widely Deployed HCM Solution on Earth

• 6,000 Customers Worldwide

• Net-New Customers Added Every Year

• High Support Renewal Rate

• 43% of Active Customers On/Going to PeopleSoft 9.2

• 3,000+ New Features Delivered Since Acquisition

• Continued Investment and Innovation



Your Challenges Drive Our Investment Strategy Biggest Challenges are Two Sides of the Same Coin

4

Need a modern solution that is intuitive and

simple to use.

Too hard to keep the solution that is intuitive

and simple to use, modern.

Restricted to event use only.


Investment Strategy

Intuitive

An Intuitive, Simplified User Experience on Any Device

PeopleSoft Fluid User Interface

Powerful

Process-centric, Analytic Driven Capabilities

Deep, Robust PeopleSoft Features

Easy

Multiple Updates a Year, Adopted at a Low Cost w/o Upgrades

PeopleSoft Selective Adoption

5

Enable Your Organization to Succeed and Thrive by Making PeopleSoft…

2015

2020

2019

2018

2017

2016


Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.

An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface

• Role Based Homepages

• Interactive Tiles

• Responsive Design

• Free Text Search

• Effortless Navigation

• Personalization

• Dynamic Alerts

• Contextual Actions

• Built-In Analytics

• Guided Self-Service

6


An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface

7

What Is It

• PeopleSoft Mobility on Any Device

• New Online Desktop Experience

• Native Tablet/Phone Experience

• Optimized Across Multiple Form Factors

• HTML5/CSS3 PeopleSoft Pages

• End User Personalization

• Single, Merged Solution Across PeopleSoft

Why You Care

• Simple and Intuitive to Use

• Lower Training Costs

• Easy to Provision and Deploy

• Seamless User Experience Across Platforms

• Consistency Across PeopleSoft and Oracle

• Uses Existing PeopleSoft Tool Set

• Delight Your PeopleSoft Users



User Experience is Just the Tip of the ‘Iceberg’ PeopleSoft Fluid User Interface Leverages Existing Investment

8

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



PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM

HCM • Manager Self-Service Homepage

• My Team View and Analytics


• Team Time View

• Team Performance View

• Performance Status View

• Team Learning View

• Learning Compliance View

• Open Jobs View

• Employee Self-Service Homepage

• Personal Profile View

• Talent Profile View

• Total Rewards and Benefits View

• Time View and Entry

• Company Directory

• My Performance View

• Absences View and Entry

• My Learning View

• Approvals

FMS/SCM • Purchase Requisition

• Travel Authorization

• Employee Status Reporting

• Expense Reporting

• Project 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

Non Exhaustive


PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM

HCM • Expanded Guided Self Service

• New Manager Self Service Transactions

• HR Manager / Representative Center

• Mobile Candidate Gateway

• Mobile Learning

• Payroll Employee Self Service

• Matrix Organization Self Service

• HR Help Desk Case Creation

• Enhanced Profile Self Service

• Time and Attendance New Timesheet

• Payroll and Time Admin Centers

• Employee Side by Side Compare

• HR Representative Analytics

• Benefits Enrollment Analysis

• Absence Administrator Analytics

• Hours by Employee Analysis

• Ad-hoc analysis in key components

FMS/SCM • ePRO Self-Service Receiving

• Mobile Line Level Approvals

• Expanded Mobile ePRO

• PO Acknowledgement

• Supplier Surveys

• Financial Operations Homepages

• Financial Productivity Visibility

• Execution of Cash Movements

• Mobile Payment Request

• Mobile Grants

• Mobile Financials

• Profit and Loss for the Period

• Expenses vs Budget

• Top Departmental Expenses

• Revenue vs Forecast

• Item Collection Days

• Invoice Cycle Times

• Payables Time to Discount

Non Exhaustive


Let’s See It!

PeopleSoft Fluid User Interface Demonstration

• Mobility

• Homepages

• Responsive Design

• Personalization

• Built-In Analytics



See It For Yourself!

12

PeopleSoft Fluid User Interface Videos

Getting Started with PeopleSoft Fluid User Interface

PeopleSoft Fluid User Interface Experience in HCM

PeopleSoft Fluid User Interface Concepts

Click Images For More Information PeopleSoft Fluid User Interface

Experience in FMS/SCM

Watch Video Feature Overview and PeopleSoft Talks on the PeopleSoft YouTube Channel


http://youtu.be/ds5z_HJdj-I

http://youtu.be/V_BsapTINKg?list=PL4okLhHVjSg5nP9So9CtQVMeA_GS_PqAG

http://youtu.be/iIEcXVNtv3o?list=PL4okLhHVjSg7ZVqXf1VgiI1uqGW6rpXk-

http://youtu.be/o5-wQ2dHKsw

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



13


simple to use.





Long Time to Get New Functionality to End Users

Traditional Delivery, Upgrade Driven Adoption

2006 2007 2008 2009 2010

PeopleSoft 9.0

14

2011 2012

PeopleSoft 9.1

2014 2015 2013

PeopleSoft 9.2

• Customers Upgrade Every 4-6 Years

• Oracle Delivers Major Releases ~Every 3 Years

Customer “A” Goes Live on PeopleSoft 9.0




Traditional Delivery, All Changes All the Time Disruptive, Costly, Slows Time to Value

CUSTOMER

CUSTOMER

Creates Changes Packages Changes

CUSTOMER Consumes Changes

CUSTOMER

Oracle Packages Changes That All Customers Use

15

PRIOR TO PEOPLESOFT 9.2



Traditional Delivery

Your Previous Life as a Customer

• Steady state was not conducive to IT/line of business interactions

• Requests for new functionality generally delivered through customizations

• Too much money and time spent on maintenance yet always seemed behind

• Upgrades were disruptive and costly with few new features

16

Impact to You and Your Organization



Changing the Model PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager

Get New Features without Upgrading, Ever

Take Only the New Features You Want, When You Want

Delivery of New Features 2 – 3 Times a Year

Maintenance Changes Automatically Included



New Features without Upgrades

Selective Adoption, Continuous Delivery

2013 2014 2015 2016 2017

PeopleSoft 9.2

18

2018 2019 2021 2022 2020

• Customers Adopts the New Features They Want, When They Want

• Oracle Delivers New Features 2 – 3 Times a Year

New Features


Customer “A” Adopts New Features

Learn more at the PeopleSoft Update Manager Home Page on My Oracle Support [login required]


https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474437559521796&id=1641843.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_4



Manage Change on Your Terms PeopleSoft Update Manager

CUSTOMER

CUSTOMER

CUSTOMER

CUSTOMER

Creates Changes Packages Changes

CUSTOMER Consumes Changes

Customers Package Changes Tailored to Them

19

WITH PEOPLESOFT 9.2



Customer applies customization once to tailored Change Package

Manage Change on Your Terms Lifecycle Management with PeopleSoft Update Manager

Virtual Machine

Customer’s PeopleSoft

Environments

Staging/Test

Production

Customer Tailored Change Package

Change Assistant

Development Customer uses Change Assistant to apply

tailored Change Package

3

Customer uses PeopleSoft Update Manager to generate tailored Change Package

2

Customer periodically downloads latest fully patched PeopleSoft image from My Oracle Support

1 4



Selective Adoption, Continuous Delivery

Your Future Life as a Customer

• No more upgrades!

• IT is more collaborative and responsive to the business’ needs

• Quicker delivery of new features

• Delivered mobility and a simplified user experience

• Better use of budget

• Oracle and your IT department are more responsive

21

Impact to You and Your Organization




22


simple to use.





Process-centric, Analytic Driven Capabilities

Process Execution

• Activity Guides

• Train Stops


Information Delivery

• Pivot Grids

• Dashboards

• Configurable Analysis Framework

Functional Depth

• WorkCenters

• Business Process Weaver

• Regulatory Compliance

23

Deep, Robust PeopleSoft Features



Delivered New Functionality Today’s PeopleSoft

HCM • Performance Management

WorkCenter • Mid-Period Performance

Evaluations • Life Events Using Activity

Guides • Paycheck Modeling • Learning Dashboard with

Social Capabilities • Revamped Recruiting

Application Process • Recruiting Dashboard • Global Payroll Monitoring • Desktop Integration with

Absence Management • Reconfigured Time Reporting • Bi-Directional Integration

with Taleo

• Mobile Applications (Company Directory)

ERP • Multiple WorkCenters

(Billing, AP, Contracts, Staffing, Buyer, Supply/Demand)

• Visualization of Customer, Supplier, Work Order, and More...

• Streamlined Expense Reporting

• Operational Reporting Dashboards

• Improved Reconciliation Controls

• Cash Position with Transaction Pipeline

• New Search Centric

eProcurement • Supplier Self Service

Onboarding • Advanced Project Pricing and

Rates • Staffing Industry Productivity

Pack • Mobile Applications

(Approvals, Expenses, Requisitions)

COMMON • Global Search using SES • New Style Sheet • Dynamic Menu Breadcrumbs • Actionable Operational

Analytics via Pivot Grids • Updated Charts • REST • PeopleSoft Update Manager

• Oracle Stack Optimization • TimesTen Support • Data Migration Workbench

Using Application Data Sets

Non Exhaustive


PeopleSoft Roadmap

Ongoing Innovation and Investment

2013 2014 2015 2016 2017

PeopleSoft 9.2

25

2018 2019 2021 2022 2020

• Planned Delivery of New Applications Features 2 – 3 Times a Year

• Planned Delivery of New PeopleTools Releases Every 12 – 18 Months

New Features

New PeopleTools Release PeopleTools 8.54 Learn more at PeopleSoft Planned Features and Enhancements on My Oracle Support [login required]





PeopleSoft Roadmap Ongoing PeopleTools Investments

26

Powerful

Intuitive

Easy

PeopleSoft Fluid User Interface

• Interactive Grouplets

• Related Information Pane

• Render Activity Guides

• Support External Content in Grouplets/Tiles

• My Preferences Framework

• Grouplet Wizard

• Branding Improvements

• Animations/Transitions

• Clear Field Action

PeopleSoft Update Manager

• Revised/Consolidated “Shopping Cart” Search

• Indicate Customization Impact with Search

• Integration with PTF for Test Coverage Assessment

• Level of Maintenance Indicator

• Support Application Upgrades

Health Dashboard

Information Delivery

• Timeline Charts

• Sorting of Facet Values

• Embedded Help in Fluid UI Pivot Grid View

• Allow Multiple Named Views to be Saved

• Multiple Pivot Grid Views on Same Page

• Display Self-Service Reporting Scheduling Status in Notifications

• Mask Formats in Detailed View

• Comparative Analysis with Multiple Y-axis and Labels

• Support for CompositeQuery within Pivot Grids

• Simplified Query Generation from a Component

• Support Jobs in Partition Scheduling

• Self-Service Reporting Scheduling and Monitoring Enhancements

Provisioning

• ACM improvements

• Virtualization Templates Redesign for Any OS with Built-in Dynamic Scaling

PeopleSoft Test Framework (PTF)

• Multi-Browser Support

• Layout Validation

Application Data Sets

• Enhanced Compare/Validation User Interface

• Improve Back-End Compare Performance

Security

• Servlet filter to Protect Against XSS Attacks

• Re-authenticate on Save

• Increase Password lengths

Materialized View Support

• IBM DB2 and Microsoft SQL Server

Oracle In-Memory Database Support

Greater Integration

• Exposing CIs as REST Services

• Inbound File Chunking

Oracle Policy Automation 12c Integration

Non Exhaustive



Information Delivery Simplified Analytics

• End user created analytics

• Context based analytics

• Pin analytics to homepages

• Publishable analytics



PeopleSoft Cloud Deployment PeopleSoft For Modern Business

Fluid User Interface

Responsive Page Design

Pivot Grids and Simplified Analytics

Global Search

Related Actions

Selective Adoption 1 2

Cloud Deployment

Automated Configuration Manager (ACM)

Cloud Deployment Architecture (CDA)

Virtualization Support

PeopleSoft Update Manager (PUM)

Continuous Release Model

PeopleSoft Test Framework (PTF)

3



Public/Private/Hybrid Cloud Infrastructure (IaaS)

Compute, Storage & Network Services

PeopleSoft Cloud Platform

PeopleSoft DEV Instances

PeopleSoft QA Instances

PeopleSoft PROD Instances

Web Based Access PeopleSoft Developer

Administrator

PeopleSoft User

Build, Configure, Deploy PeopleSoft Instances from Delivered Templates

Manage PeopleSoft Application Cluster Lifecycle

Integrate with Selective Adoption for Application Updates

Automated Image Provisioning

Support for Multiple IAAS Providers and Cloud Platforms

Clo

ud

Multiple Virtual Tenants

Analyst

PeopleSoft Cloud Deployment Leveraging Datacenter and Lifecycle Innovation



PeopleSoft Roadmap Ongoing PeopleSoft HCM Investments

30

Powerful

Intuitive

Easy

Expansion of Guided Self Service

• HR Administrator Review/Edit

• Attachments and Configurable Fields

• Additional and Non-Job Data Transactions

• Position Management Integration

HR Administrator Homepage

• Employee Information

• Guided Processes and Checklists

• Review Transactions

• Adoption of New Notifications Framework

Employee Side by Side Compare

• For Managers

• For HR Administrators

Employee 360 View

• Centralized Employee Information

• Role Based Views

• View Multiple Jobs

Mobile Recruiting

• Guided Process Optimized for Mobile Devices

Onboarding/Offboarding

• Configurable Guided Process via Activity Guide

• Workflow Approval by Individual Step

• Alerts and Notifications

• External Non-PeopleSoft Steps

Mobile Learning

• Search, Enrollment, and Training Execution

Payroll Employee Self Service

• Mobile Paycheck

• Direct Deposit Enhancements

• Online Updatable State W4’s

Payroll WorkCenter Expansion

Time and Attendance

• Streamlined Processes for Administrators

• Time and Labor Auto-enrollment

Position Management

• Position Request/Creation Self Service

• Integration to Job Data

• Workflow Approval

Matrix Teams

• Manager and Employee Self Service

• Manager Creates Dotted Line Relationships

• Visualized in Company Directory

Benefits Administration New Open Enrollment

Time and Labor

• Auto Enrollment

• Employee Presence Monitor

Expansion of Mobile Approvals

Additional Analytics

• Manager Team Analytics

• HR Administrator Analytics

• Absence Administrator Analytics

• Payroll Administrator Analytics

Integrations

• HCM Cloud and PeopleSoft Payroll Integration

• HCM Cloud and PeopleSoft Time and Labor

• Expansion of Existing Integrations

• Enhanced PeopleSoft Time and Labor and Absence Integration

Non Exhaustive



Functional Depth HR Administrator Home Page

31 * Mockups – Subject to Change



Functional Depth HR Administrator Home Page – My Organization Homepage

32 * Mockups – Subject to Change Restricted to event use only.


Process Execution Onboarding / Offboarding

33

Include any transaction in the flow

• PeopleSoft transactions

– Setup or Admin Pages

– Employee Self Service

• Non-PeopleSoft transactions

– www.irs.gov/pub/irs-pdf/fw4p.pdf

– www.yourcorporatetravelsite.net

List of Steps

* Mockups – Subject to Change Restricted to event use only.

http://www.irs.gov/pub/irs-pdf/fw4p.pdf




http://www.yourcorporatetravelsite.net/


PeopleSoft Roadmap Ongoing PeopleSoft ERP Investments

Powerful

Intuitive

Easy

Operational Efficiencies

• Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation)

• Business Onboarding Activity Guide

• Chart of Accounts Request Collaboration

• Automate Expense Amortization

• Bank Reconciliation Expansion

• Open Period Maintenance

Expanded Mobility

• Credit to Cash Homepage

• Supplier Self Service in eSettlements

• Customer Self Service in eBill Payment

• Receiving

• Inventory Management

Expanded Guided Financial Requests

Greater Visibility

• Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework

• Financial Balances Hierarchy

Expansion of Mobile Approvals

Greater Supplier Lifecycle Management

• Supplier Collaboration Expansion

• Supplier Change Requests

• Supplier Portal Enhancements

• Supplier Qualification Management

Cash Management

• 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 Financial Close Analyzer

• Expansion of In-Memory Financial Position Analyzer and Financial Allocations Analyzer

• Side by Side Simulation Compare

• Actionable Simulation Analytics

Imaging Capture and Processing using WebCenter

Additional Analytics

• Expenses vs. Budget

• Top Departmental Expenses

• Revenue vs. Forecast

• Top Businesses by Revenue

• Profit and Loss for the Period

• Invoice Cycle Times

• Payables Time to Discount

• AP and AR Productivity Visibility

• Item Collection Days

• AR Write-Off vs. Collections

• Strategic Sourcing Metrics

Oracle Transaction Business Intelligence

• Actionable Insights

• Pre-delivered Analytics

Expansion of Global Accounting Capabilities

• CNAO2 and Golden Tax Integration for Joint Ventures in China

• VAT Withholding Updates

Non Exhaustive



Information Delivery Additional Analytics for Payables Operations

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 36 Restricted to event use only.

Functional Depth Manage the Period Close Through the Close WorkCenter

• Move sub-ledger activity

• Manage open periods

• Suspense account reconciliation

• Open item reconciliation


Know the Roadmap and Plan Accordingly PeopleSoft Planned Features and Enhancements

Oracle Confidential – Internal/Restricted/Highly Restricted 37

Learn more at PeopleSoft Planned Features and Enhancements on My Oracle Support [login required]




Today’s PeopleSoft Continued Investments Are Making Today’s PeopleSoft...

38

Intuitive

Deliver mobile solutions Reduce training costs Expand self-service

• Mobility and intuitive usability via PeopleSoft Fluid User Interface • Global search powered by Oracle Secure Enterprise Search • Simplified navigation using contextual related actions

Powerful

Intuitively execute business processes Quickly make informed decisions Effectively perform role based tasks

• Processes oriented Activity Guides and Train Stop visualization • Embedded, actionable analytics through PeopleSoft Pivot Grids • One stop, centralized work cockpits for business users in WorkCenters

Easy

Avoid costly upgrades Stay current for less Lower operating costs

• Leverage new capabilities without upgrading via PeopleSoft Selective Adoption

• Take only the changes you want, when you want using PeopleSoft Update Manager

• Operate and scale effectively and cheaply leveraging Oracle technology



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


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.peoplesoftinfo.com/

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


PeopleSoft Applications and Technology Strategy Key Points

•The State of PeopleSoft is Strong

• Investment to Address Your Challenges

•Continued Investment in PeopleSoft



Questions and Answers


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