jde & peoplesoft 3 _ marc weintraub _ peoplesoft roadmap.pdf

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PeopleSoft Roadmap and Update Marc Weintraub Director of PeopleSoft Product Management and Development

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.

4

Oracle’s Applications Strategy

SOFTWARE. HARDWARE. ENGINEERED TO WORK TOGETHER.

Fusion V1.x

Hyperion EPM 11.x

E-Business Suite 12.x

Hyperion EPM 11.1.1 Fusion V1 PeopleSoft

9.x

JD Edwards E1 9.0

E-Business Suite 12.1

E-Business Suite 12.1.3

JD Edwards World A9.x

Demantra 7.2 PeopleSoft 9.1

Agile PLM 9.3.1

JD Edwards E1 9.x

Agile PLM 9.2.2.4

JD Edwards World A9.2

GTM 6.1 OTM 6.1

Demantra 7.x GTM/OTM 6.x

E-Business Suite 12

Agile PLM for Process 5.2

Demantra 7.3 OTM 6.0

Hyperion EPM 11.1.2 Agile PLM 9.x

PeopleSoft 9.0

JD Edwards World A9.1

Agile PLM for Process 5.2 Agile PLM 9.3 Siebel CRM 8.2

for Pub Sec Agile PLM for Process 6.x

JD Edwards E1 8.12

Siebel CRM 8.0

Siebel CRM 8.1.1

Agile PLM for Process 6

CRM On Demand 18

Siebel CRM 8.x

CRM On Demand 12

CRM On Demand 13

CRM On Demand 14

CRM On Demand 16

CRM On Demand 17

CRM On Demand 19/20

CY2006 CY2007 CY2008 CY2009 CY2010 CY2011+

Applications Unlimited Continued Investment

Applications Unlimited: •  Continued releases •  Co-existence solutions •  Aligned technology adoption

7

PeopleSoft Update and Road Map

New Release Activity

0

200

400

600

800

1,000

1,200

1,400

1 Months After Delivery

PeopleSoft 9.1 Adoption >25% of PeopleSoft Customers Live or Deploying Latest Release

New Release Activity

HCM 995 +

FMS 560 +

SCM 340 +

CRM 125 +

EPM 95 +

Total 1,375 +

# of

Uni

que

Cus

tom

ers

Logg

ing

Cas

es

3 6 9 15 12

9.1 v. 9.0 Customer Count Over Time

18

as of July 2011

21

PeopleSoft 9.1 Adoption Notable PeopleSoft Go-Lives

(click above to view videos)

PeopleSoft Investment Strategy Design Principles

LOWER TCO PRODUCTIVITY SIMPLICITY

8.52 8.51

PeopleSoft Investment Strategy Deliver Timely Additive Solutions Value That Are Easy To Adopt

STRATEGY •  Add Capabilities to

Current Release

•  Annual PeopleTools Releases

•  ~3 Year Major Release Cycle

OBJECTIVES •  Continue Delivery of

Value Add Capabilities

•  Provide Capabilities More Frequently

•  Adopt Capabilities without Upgrading

Feature Pack

Feature Pack

8.50

9.1

PeopleTools

Applications

8.53

9.2

8.55 8.54

Feature Pack

Feature Pack

8.56

9.3

Simplicity Company Directory

Quick Search for Google-like Search

Navigation Wheel to Traverse Organizational Structure

Actionable Links

Detailed Profile Information

Configurable Hierarchical Relationships by Access Type

Configurable Display Information

Available Now!

Simplicity Matrix Reporting and More

Planned Delivery On 9.1

13

View Matrix Reporting Structures

List View

Additional Actionable Links

Manager View Containing Secure Information

Simplicity Manager Self Service – Promote

Visual Change Indicators

Only Needed Information Provided

Reduce Clicks for Promotion from 19 to 8

Guided Process

Planned Delivery On 9.1

Simplicity Talent Summary for Managers

Single View of Talent Data 9 Box Rating

Competencies

Graphical Display of Performance Rating Compensation

Information

Successors

Planned Delivery On 9.1

Allows customer contact to view all customers and

hierarchies

Displays balances for parent and also all subsidiary customers

Approved Items

Hold Payment

Unapproved Items

Simplicity Customer Hierarchy

Planned Delivery In 9.2

View All Customers and Hierarchies

Take Various Actions on a Customer

Displays Balances for Parent and All Subsidiary Customers

Drill Down into Details Drill Down into Details

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Simplicity eProcurement Requisitioning Using Secure Enterprise Search

Filter Search Results Using Facets

Free Text Search

Category Filters

Planned Delivery In 9.2

Productivity Billing Work Center

Prioritize Work Queues and Alerts

Configurable “One Stop Shop” Role-based Work Center

View and Correct Billing and Payment Exceptions Drill Down

into Details

Personalized Navigation to Key Billing and AR components

Perform Actions Quickly on Multiple Documents

Planned Delivery In 9.2

Productivity Excel Invoice Upload in Billing

WHAT •  New spreadsheet invoice

upload process •  Use an excel interface to

upload invoice data into Billing

•  Exposed web service which can consume data from an external source

VALUE •  Consolidate invoices from

multiple billing systems •  Consistent accounting and

collections data •  No dependency on 3rd

party tools

Available Now!

Productivity GL Mass Approval

Planned Delivery On 9.1

Lower TCO Reducing Complexity, Cost, and Risk

• PeopleSoft Test Framework

• Application Data Sets

• Mobile AWE

•  iPad Enablement

• Oracle OnDemand

• Amazon EC2

• Oracle Virtual Machine Templates

PeopleTools 8.52 •  Application Configuration Wizards •  Work Center Framework •  Oracle Tech Stack Optimization

PeopleTools 8.51 •  PeopleSoft Testing Framework &

Usage Monitor •  SmartNavigation •  Oracle Virtual Machine Production Templates

PeopleSoft Roadmap …and some content highlights

PeopleSoft HCM 9.1 Feature Pack •  Company Directory &

Actionable Org Charting •  Workforce Scheduling for Healthcare •  Talent Management 9.1 Integration

to HCM 9.0 & 8.9

PeopleSoft FMS/SCM 9.1 Feature Pack •  Mobile Inventory Management •  Hyperion Disclosure Management Integration •  GRC Transaction Governor Integration

PeopleSoft 9.1 Feature Pack (Common Component)

•  Forms and Approval Builder

PeopleSoft HCM 9.1 Feature Pack •  Matrix Org Charting •  Total Compensation Statement •  Employee and Manager Self Service

PeopleSoft CRM 9.2 •  Service Operational Dashboard •  Embedded Rich Text Editor

PeopleSoft HCM 9.2 •  Time and Labor Manager Dashboard •  Paycheck Modeling

PeopleSoft ELM 9.2 •  Learning Dashboard •  One Step Enroll & Launch

PeopleSoft FMS/SCM 9.2 •  Work Centers (AP, Billing, Staffing…) •  European Union SEPA Payments

PeopleSoft Applications Portal 9.1 Feature Pack

•  Secure Enterprise Search Uptake •  PeopleTools SmartNavigation Uptake

PeopleTools 8.53 •  Activity Guides •  Work Center Expansion

Oracle Fusion Applications 11g

PeopleSoft Applications Portal 9.1 Feature Pack

•  Unified Navigation •  Enhanced Content Security, Context

and Rendering

PeopleSoft FMS/SCM 9.1 Feature Pack •  Customer and Supplier Visualization •  Primavera Integration •  Incremental Updates to Essbase Cubes

For more information review the “PeopleSoft Long Term Investment Plan and Roadmap”  here (Document 1320581.1) on My Oracle Support [login required].

Oracle’s Fusion Applications and You

24

New Inflection Points Next Generation Technologies

Applications Platform

Standards

SOA

User Experience

Web 2.0

Embedded Intelligence

Technology Adoption

Cloud/SaaS

Modularity

Know Thy Self How To Think About Your Oracle Applications Choices

•  Is my organization an early adopter? •  Does my organization have an existing investment in

Oracle applications? •  Are my users satisfied with their current solutions? •  Do the current solutions meet the business’ needs? •  Is the business looking for a new way to consume

technology? •  Does my organization have industry specific functional

requirements? •  How much value does my organization place in complete

end-to-end integrated solutions?

Recommended Actions Upgrade, Adopt, Extend

Upgrade to Latest Oracle

Applications Release

Optimize With Standards-

Based Technology

Extend Business Value with

Co-existence Opportunities

E-Business Suite 12.1

Oracle SOA Suite and AIA

Oracle OBIEE

JD Edwards E1 9.0

Oracle ADF & WebCenter

Oracle Identity Mgmt

Fusion Apps VCP 12.1 Demantra 7.3

Oracle Content Management

Oracle Enterprise Mgr

SCM:

VCP VCE PLM

JD Edwards World A9.2

OTM 6.1 WMS 12.1

PeopleSoft Enterprise 9.1

Agile PLM 9.3

Agile PLM for Process 6

BI Apps

CRM On Demand

Hyperion EPM

GRC

Industry Apps

Siebel CRM 8.2

Summary Three Key Take Aways

•  Oracle Strategy of Complete Solutions and Complete Choice

•  Compelling PeopleSoft Investments

•  Fusion Applications Work with Your Existing Investments

click icons for more information

Information Portal Hosted & Mobile

PeopleBooks

Doc Home Pages and Enterprise Integration

Point Maps

Transfer of Information (TOIs)

Cumulative Feature Overview & Upgrade

Resource Report Tools

Business Process Maps & Entity Relationship

Diagrams

Learn More PeopleSoft Information Development Resources

PeopleSoft Apps Strategy Blog

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