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R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

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This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Customer Perspective on Increasing User Engagement with PeopleSoft Fluid User Interface This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
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Page 1: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Customer Perspective on Increasing User Engagement with

PeopleSoft Fluid User InterfaceThis document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated

recipient's organization is prohibited.

Page 2: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

2 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Introductions

Earl C. Parks, Jr.Executive Director/CIO

[email protected]

Richard GeorgeVP Strategic Services

[email protected]

Christina Shen-AustinDirector, HRS

[email protected]

Page 3: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

3 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet UniversityFor more than 150 years, Gallaudet University has led advances in education of deaf and hard of hearing students and deaf rights worldwide.● Bilingual Environment (American Sign Language and English)● Still the world's first and only institution of higher education exclusively dedicated to the education

of deaf and hard of hearing students● Extensive network of international service projects and internships ● Laurent Clerc National Deaf Education Center (K-12 Programs)● Largest deaf-related archival collection in the world ● Largest publisher of books about and for the deaf community ● Site of the 1988 Deaf President Now movement—a catalyst for the Americans with Disabilities Act

(ADA)

There’s no other place like it in the world!

Page 4: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

4 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet University: PeopleSoft1999 - 2014● PeopleSoft was deployed in 1999 - in response to possible impact of Y2K● Three major systems (Campus Solutions/HRS, Finance)● Some modules were not implemented● Functional Offices drove the “Bus” 2014● Campus Solutions and HR Database Split/Upgrade2015-2017● Major HR systems improvement and re-engineering ● Sierra-Cedar was engaged to help with upgrade, improvements, and

management

Page 5: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

5 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Imagine This – Universal Design● Universal design (often inclusive design) refers to broad-spectrum ideas meant to

produce buildings, products and environments that are inherently accessible to older people, people without disabilities, and people with disabilities.

https://en.wikipedia.org/wiki/Universal_design

Page 6: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

6 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Imagine This – Many Benefitted ● The first electric toothbrush … were

initially created for patients with limited motor skills and for orthodontic patients (such as those with braces).

https://en.wikipedia.org/wiki/Electric_toothbrush

Page 7: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

7 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Imagine This – Actually Knowing What Was Said

Page 8: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

8 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Imagine This – Apply for a new Job, Anywhere● PeopleSoft Fluid Candidate Gateway

https://www.youtube.com/watch?v=uhf6rmF-Lk8

Demo: Video, Voice Over, Closed Captions

Page 9: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

9 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid, What Have Others Done?● What is Fluid for PeopleSoft● Where are the Majority of Customers● Gallaudet’s Experience w/ Fluid● Why are Organizations Moving to Fluid● If We Could Do it Again● Next Steps on Your Flow

Page 10: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

10 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Fluid is …● An easy to use, anywhere interface for your community

Page 11: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

11 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid UI Technology – Is Here

In Use, Fully Deployed• Homepages, Pivot Grid, Workcenters• Dynamic grouplets (Tiles)• Adaptive layout pages • Pivot grid search/ SES Search • Desktop, Tablet or Phone• Everything built in PeopleTools

Page 12: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

12 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid, What Have Others Done?● What is Fluid for PeopleSoft● Where Are The Majority Of Customers● Gallaudet’s Experience w/ Fluid● Why Are Organizations Moving To Fluid● If We Could Do It Again● Next Steps On Your Flow

Page 13: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

13 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Where Are Many PeopleSoft Users● Release 9.2 ● Tools 8.5x ● Current Images● Many Hybrid

● Still Loving – Classic– Hard power users– Heavy reporting– One UI for not released/features

Page 14: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

14 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Why - Isn’t Everyone Using Fluid● Fear of unknown● What’s the payoff● Yikes, another project● It won’t work for us● What about customizations● It’s too hard● Our PTools is old● Confusion on UI

– Interaction Hub– Browsers– Work Centers

● What is Your Reason?

Page 15: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

15 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Weber's Law – to Notice Difference

● Weber's Law states that the change needed to notice a difference between two

stimuli is proportional to the original intensity of the stimulus. The more intense

the stimulus, the more it will need to change before we notice the difference. If

you are lifting ten pounds, you only need a little more weight added on to

notice the difference (1 pound to be exact).

● So, what is the difference between PS Classic vs PS Fluid

http://www.appsychology.com/Book/Biological/perception.htm

Page 16: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

16 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Classic - PS 9.2, PTools 8.55

Page 17: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

17 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Productivity is about transforming the User Experience

n = 900

3.5Average User Experience Scores

3.0Average User Experience Scores

Note these include combination and hosted environments

~17%

Page 18: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

18 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Plans For Replacing HR Technologies40% of Organizations are planning to replace or evaluating options

18

62%

17%21%

68%

13%18%

64%

15%20%

57%

19%24%

4XMore likely to replace a

vendor if User Experience Score is low

18

WFM SuitePayrollHRMS TM Suite

Replace in12–24 MonthsNo Change Evaluating

Page 19: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

19 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Cloud & PeopleSoft Fluid both have Great User Experience

n = 980

3.5Average User Experience Scores

3.5Average User Experience Scores

Note these include combination and hosted environments

Cloud screen shot

Eliminated

Page 20: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

20 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

High TechHealthManu-facturing

Sierra-Cedar 2016–2017 HR Systems SurveyDemographics: All Respondents

20

Trans./Comm. Utilities

Higher EdFinance Retail Ag. Mining.Const.

16% 15% 14% 14%11% 9% 8% 7% 7%

Other

20.6 Million Employees/Contingents

Avg. number of Employees = 13,5511,528

Organizations1,528

Organizations

Industries

56%

21%

23%

Page 21: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

21 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

● What Is Fluid For PeopleSoft● Where Are The Majority Of Customers● Gallaudet’s Experience w/ Fluid● Why Are Organizations Moving To Fluid● If We Could Do It Again● Next Steps On Your Flow

PeopleSoft Fluid, What Have Others Done?

Page 22: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

22 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet - Why Change, to Realize Our Vision ● HRS’ desire to move to Workday● Required a Mobile-Friendly Version/App● Ongoing issues with third party Timekeeping/Payroll ● Paper-intensive processes

– Leave/Absence Management– Personnel Actions (onboard, separation)– Online applications

● Not all PS modules were utilized● User experience not great● Increased Efficiency & $

Page 23: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

23 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet – Our Expectations● Enable budget heads to conduct transactions● Integration with existing timeclocks● T&L and AM 3rd Party Payroll● Paperless

● Training changes● Security changes to support Fluid

– PS internal security– Mobile security

● Minimize customizations

Page 24: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

24 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet - Results● Online Applications● MSS and ESS Dashboards● Increased awareness and accountability (Budget Unit Head/Supervisors)● Quicker and visual access to tools/functions – enabling users to leverage system● Flexible “punch in/out” with fluid-enabled webclock● Quicker turnaround time (timekeeping)● Cost savings – physical clocks not needed

Page 25: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

25 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet – Results e.g., Mobile Fluid Web Clock

One of the benefits for

employees is an on

demand summary of unpaid time.

Page 26: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

26 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet – Lessons Learned (Functional)● Policy clarifications– e.g., allowable locations, where can employees punch in/out● Explicit support from the top● Business process changes expose existing deficiencies

– Pushing back on HR “mission creep”– Accountability: budget unit heads were not always approving payroll– Shadow HR practices

● Pilot groups/phased deployment– ID departments with many types of workers, including students– ID departments who can help champion the project– Several pay cycles between pilot groups

Page 27: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

27 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Gallaudet – Lessons Learned (Technical)● Geo-tagging (GT) of punch in/out configuration

(to support mobile punch in/out)– Minor network updates improved GT accuracy

● Allow time for system stabilization● Verify functionality works as expected

(NA Payroll)● Security profiles and role settings for

both Classic and Fluid● Dev, Test, and Prod environments

were not in sync● “Gold” environment

Page 28: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

28 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid, What Have Others Done?● What Is Fluid For PeopleSoft● Where Are The Majority Of Customers● Gallaudet’s Experience with Fluid● Other Organizations Move To Fluid● If We Could Do It Again● Next Steps For Your Flow

Page 29: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

29 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

General Expectations for PeopleSoft Fluid UI● Simple to understand● Users use the system more● Transactions take less time/paper● Decreased Training● Help Desk calls decrease● User Engagement

– User experience score

● Unified Interface – PeopleSoft– Oracle Cloud– Smart phones– Etc.

Page 30: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

30 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

The Results vs. Expectations● Training did indeed decrease● Users do find it easier to use

● Help Desk calls, looking good, too early to tell

● Transactions take less time● User engagement scores ,

dramatically increased

Page 31: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

31 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Result – Healthcare Supply Chain Simplification● Healthcare – end user training from 4hrs to 1hr

for TL/AM module

● Healthcare – TL/AM went from nine Classic pages to three Fluid screens

● Fluid mobile supply chain deployed iPads– Use a split screen, PS on ½, Cerner on ½– Real time analysis from overnight inventory counts– Replaced overnight reporting which was always late – Changed out-of-stock situations to real-time counts

Page 32: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

32 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid, What Have Others Done?● What Is Fluid For PeopleSoft● Where Are The Majority Of Customers● Gallaudet’s Experience w/ Fluid● Why Are Organizations Moving To Fluid● If We Could Do it Again● Next Steps On Your Flow

Page 33: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

33 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

20-20 Hindsight● Include it with an upgrade vs. a separate project● Communicate with your users

– Tell them what is coming– Set up training kiosks, videos, presentations, small meetings– Seek there thoughts & opinions

● Training for initial deployment, then back down● Deploying Mobile, train on form factors● Geotag transactions● Create new Tiles● Do it now, keep current

Page 34: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

34 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Lessons Learned● Converting a classic component to a fluid component takes time/thought● Spend time analyzing UI requirements, design options, considerations ● Some functions are not meant for the small form factor● Some app elements must be analyzed/adjusted, such as page layout● Some app elements like PeopleCode logic, can be re-used with little/no change● Does a component need to change for different form factors● Should a component leverage a device capability, e.g., GPS, camera, etc.● Could a component use PeopleTools features, e.g., Pivot Grids, Related Actions● Keep a copy of the Classic Component● Keep Current, e.g., Converting Classic PIA Components … Document # 1984833.1

Page 35: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

35 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

PeopleSoft Fluid, What Have Others Done?● What is Fluid for PeopleSoft● Where are the Majority of Customers● Gallaudet’s Experience w/ Fluid● Why are Organizations Moving to Fluid● If I Could Do it Again● Next Steps for Your Journey

Page 36: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

36 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.Where do you go from here?

Page 37: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

37 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Next Steps – Take Action● Develop & Share Your Strategic Vision

● Evaluate Your Options● Document Your Systems Strategy● Create Detailed Technology Roadmap

● Execute, Execute, Execute

Page 38: R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

38 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.

Employees

Thousands of Years of Experience

Service & Solution AreasApplication ServicesBusiness Intelligence

Host & Managed ServicesInfrastructure Services

Integration & Cloud SolutionsResearchStrategyTraining

Delivering industry-focused client success by providing consulting, technical, and managed servicesfor the deployment, management and optimization of next-generation applications and technology.

Industry FocusCommercialHealthcare

Higher EducationPublic Sector

Justice & Public Safety

Sierra-Cedar Fast Facts

Years of Leading HR Systems Survey &

Research

7 18 900+

5


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