January 23, 2004
Annette Melatti, Director, FMS Product Management
Jose Mora, FMS Sr. Product Marketing Manager
PeopleSoft Enterprise Financial
Management 8.8:
Making the Case to Upgrade
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PeopleSoft Proprietary and Confidential
Leadership in PeopleSoft Financial Management
• Market Leaders• #1 in North America*
• #2 Worldwide*
• Available Worldwide• Distribution in 150 countries
• Solutions address 36 industries
• Innovation • First to announce solutions for
Sarbanes-Oxley
• Hackett Best Practice Certified
• Lower Cost of Ownership • SAP is 51% more expensive;
Oracle is 25% more expensive
• Total Ownership Experience: • Easier to use • Faster to implement
*source: IDC Market Share Report
0
50
100
150
200
250
300
350
400
New PeopleSoft SAP Oracle
Revenues 2002 (Lic/Maintenance in $M)*
$368
$316
$184
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Why Customers are not Upgrading
10. Limited or no budget11. Wary of Internet technology12. Won’t implement .0 release13. Too many customizations14. Too many disparate systems & integrations15. Limited knowledge of product roadmap16. Squeeze every penny out of support policy17. If it ain’t broke, why fix it?18. Don’t see value in new applications19. Can’t build a defensible business case
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7.x Customers
• 1000 + FMS customers have production instances of 7.5 or lower
• The top 3 industries where this pool of customers are from is:• Services• Healthcare• Financial Services
• Support ended December 31, 2003
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Agenda
• Building a Business Case• What’s New in 8.8• Capturing Value of Total Ownership Experience• Customer Case Study
• University of Virginia Medical Center
• Additional Information/Resources• Question and Answer
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PeopleSoft Proprietary and Confidential
Business Benefits of Upgrading
• Meeting today’s challenging business climate• Compliance with Sarbanes-Oxley
• According to AMR Research, 85 percent of public companies are planning IT systems changes to support SOA compliance and get the maximum benefits out of their IT investments
• Leverage finance best practices• According to the Hackett Group, world-class companies that implement
best practices have lower finance costs as a percent of revenue than average companies
• Reducing total cost of ownership• Faster, easier updates and upgrades• Enhanced application usability• Quicker incident resolution• Lower support costs
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Technology Advantage
• Reduced Costs• No code or clients to deploy to users with web-based applications• Centralized administration with single sign-on and LDAP
integration• Prebuilt integrated enterprise applications using Integration
Broker
• Increased efficiency• Single role-based interface Enterprise Portal delivers• Full text search• Perform faster and higher quality upgrades with Upgrade
Assistant• Enable overall system performance with Query Monitor
• Improved Productivity• Web-browser access increases collaboration• Mobile technology keeps travelers connected
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PeopleSoft Proprietary and Confidential
Opportunities as Customers Upgrade
Expanded ESA•Mobile Time and Expense•Resource Management•Contracts
X
Portal Solutions•CFO Portal •Financials Portal Pack •EPM Portal Pack – EPM v. 8.3
Continued Investment in Core Financials•eSettlements
X
Portal Solutions•Investor Portal
X
Continued Investment in Core Financials•Collections and Deductions in Receivables
Portal Solutions•ESA Portal Pack•Internal Controls Enforcer (2Q04)*
PRODUCTS
XX
X XX
X
X
X
X
8.4 8.88.0 7.5
*Backward integration available
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PeopleSoft Proprietary and Confidential
Increased Depth and Breadth of Functionality
• Financial Control and Reporting• ChartField Configuration Utility• Commitment Control• Centralized inter/intraunit processing• Support for XBRL • Real-time updates of Payables and Receivables activity
• Improved Cash Management• Automated global cash positioning• Improved cash application• Regulatory compliance• Streamlined bank relationships• Automated bank statement processing
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Increased Depth and Breadth of Functionality
• Managing and optimizing project and travel costs• Centralized expense billing and vendor payment• Expense policy enforcement and administration• Centralized project budget administration• Streamlined asset capitalization
• Extending global/industry depth• Unicode enabled• Statutory reporting and accounting support for Italy and India• Support for multiple GAAPs in a single ledger
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PeopleSoft 8.8 Themes
• Intelligent Best Practices• Total Ownership Experience• Global and Industry
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Intelligent Best Practices
• Widely recognized best practices across ERP systems
• Self-service delegates accountability to users closest to process while ensuring control
• Embedded analytics bring intelligence to the desktop for faster decision-making
• Advanced technologies streamline key business processes
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Settlement Settlement Processing CostsProcessing Costs
55% Less with Best Practices
Source: Killen & Associates
• Electronic invoices and payments• Supplier self-service• Workflow and email notifications• Online dispute resolution
Fully automated invoice settlement solution
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PeopleSoft Proprietary and Confidential
Proactive Credit and Collections Management
Tough balancing act in a weak economyTough balancing act in a weak economy
Extend credit to Extend credit to sustain salessustain sales
Tighten credit to Tighten credit to avoid lossesavoid losses
• Automatic identification of exception conditions requiring follow up
• Intelligent, enterprise-wide action plans distribute workload
• Automatically perform key actions
“Enterprise collections
management solutions can
reduce days sales outstanding by 10-2010-20 percentpercent.”
-- John Van Decker
META Group
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1
2
3
4
56
7
8
9
10
1112
Balance Reporting: Opening Balances
Disbursements, funding
Debt Repayment Short-term
Investments
Late incoming wires/ receivables
Automated Sweep Investments
Time to MoneyTime to MoneyStreamlined bank communication and payment
processing can achieve up to
40 percent 40 percent savings.
Integrated Cash Management
• Single global cash position with continuous daily cash positioning
• Enhanced bank connectivity
• Productivity through automated accounting entries
-- Killen & Associates
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Ensure Expense Policy Compliance
T&E represents the 2nd largest controllable
expense in most organizations.
American Express Survey of Business Travel
Management 2000-2001
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• Automated process puts disposal decisions in the hands of asset owners
• Role-based access to asset information• Authorization process provides an approval step before completing the
retirement
Selection criteria limits scope of Selection criteria limits scope of asset searchasset search
Selection criteria limits scope of Selection criteria limits scope of asset searchasset search
Self-Service Asset Disposal
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PeopleSoft Proprietary and Confidential
Real-time Expense Real-time Expense Inquiry Inquiry
Real-time Expense Real-time Expense Inquiry Inquiry
Real-Time Cost Control Analysis
Embedded analytics
provide real-time insight to
increase competitiveness
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PeopleSoft Proprietary and Confidential
Real-time Reporting
• Packaged regulatory financial reports• Support for XBRL standards• Electronic distribution• Immediate access to key data
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PeopleSoft Proprietary and Confidential
Resolve Disputes in Real-Time
• Online collaboration with suppliers• Yahoo Instant Messenger and IBM’s Lotus Sametime
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PeopleSoft Proprietary and Confidential
PeopleSoft 8.8
• Intelligent Best Practices• Total Ownership Experience• Global and Industry
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PeopleSoft Proprietary and Confidential
Total Ownership Experience: The Next Era
• Focused energy on complete customer lifecycle:• Installations in days, not weeks• Implementations in weeks, not months• Real-time software support and performance diagnostics• Out-of-the-box multi-vendor business process integration
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PeopleSoft Proprietary and Confidential
Using the Applications
Implementing Implementing the Applications the Applications
Implementing Implementing the Applications the Applications
Maintainingthe Applications
The Experience of …
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PeopleSoft Proprietary and Confidential
PeopleSoft Express InstallationPeopleSoft Express InstallationPC Like PC Like InstallationInstallation
Implementing the Applications
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PeopleSoft Proprietary and Confidential
PeopleSoft Setup ManagerPeopleSoft Setup Manager
Automated Automated ConfigurationConfiguration
PC Like PC Like Installation Installation
Implementing
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PeopleSoft Proprietary and Confidential
Implementing the Applications
After: Out of the Box IntegrationAfter: Out of the Box Integration
ESA Project CostingESA Project Costing to SAP GLto SAP GL
EnterpriseOne GL to EnterpriseOne GL to Enterprise GLEnterprise GL
PC Like PC Like InstallationInstallation
Automated Automated ConfigurationConfiguration
Out of the Box Out of the Box IntegrationIntegration
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PeopleSoft Proprietary and Confidential
Using the Applications
Implementing Implementing the Applications the Applications
Maintainingthe Applications
The Experience of …
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PeopleSoft Proprietary and Confidential
Usability testing:Usability testing:
120 120 Most Common Tasks TestedMost Common Tasks Tested
200+ 200+ Users Tested Financial ManagementUsers Tested Financial Management
81% 81% == Overall Avg. Task Completion Rate Overall Avg. Task Completion Rate vs. Industry Average of 60% vs. Industry Average of 60%
Using the Applications
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PeopleSoft Proprietary and Confidential
Using the Applications
Built-in Pictorial Built-in Pictorial NavigationNavigation
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PeopleSoft Proprietary and Confidential
Built-in PictorialBuilt-in PictorialNavigationNavigation
Fewer ClicksFewer Clicks 1
2 Clicks to Create an 2 Clicks to Create an Expense ReportExpense Report
2
Using the Applications
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Built-in PictorialBuilt-in PictorialNavigationNavigation
Intuitive Error Intuitive Error HandlingHandling
Using the Applications
Fewer ClicksFewer Clicks
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• Allocations• Conversion from COBOL to Application Engine
delivers high volume performance by using set-based processing• Approximate 66% improvement over 8.4
• Journal Generator• Conversion from COBOL to Application Engine
enables real-time/on-demand processing for Payables and Receivables• Decreased overhead for on-demand processing
• Combination Editing• Conversion from COBOL to Application Engine
enables real-time integration with other PS databases• Decrease overhead for other products calling
Combo Edit
Using the Applications
Built-in PictorialBuilt-in PictorialNavigationNavigation
Intuitive Error Intuitive Error HandlingHandling
Fewer ClicksFewer Clicks
Increased Increased through-putthrough-put
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PeopleSoft Proprietary and Confidential
Using the Applications
• Summary Ledger• Conversion from COBOL to Application Engine
for improved performance• Approximate 20% improvement over 8.4
• Receivables and Payment processes• Partitioning splits transactions for parallel
processing
• Payables payment processing• Tuned for improved performance
Built-in PictorialBuilt-in PictorialNavigationNavigation
Intuitive Error Intuitive Error HandlingHandling
Fewer ClicksFewer Clicks
Increased Increased through-putthrough-put
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Using Using the Applicationsthe Applications
Implementing Implementing the Applications the Applications
MaintainingMaintainingthe Applications the Applications
The Experience of …
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PeopleSoft Proprietary and Confidential
Built-in Support Built-in Support DiagnosticsDiagnostics
““70% of the time it takes to resolve a 70% of the time it takes to resolve a customer problem is spent on customer problem is spent on
reproducing the issue.”reproducing the issue.”- PeopleSoft Global Support Center- PeopleSoft Global Support Center
Maintaining the Applications
PeopleSoft PeopleSoft Global Support Global Support
CenterCenter
Customer Customer SiteSite
• Embedded diagnostic Embedded diagnostic scripts scripts
• Single click Single click maintenance upload maintenance upload
• Remote WebExRemote WebEx
• Remote VPN accessRemote VPN access
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PeopleSoft Proprietary and Confidential
Built-in Support Built-in Support DiagnosticsDiagnostics
Instrumented Instrumented Performance Performance TuningTuning
Maintaining the Applications
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PeopleSoft Proprietary and Confidential
Built-in Support Diagnostics
Instrumented Performance Tuning
Automatic Updates
Development
Test
Production
Installation Complete
Installation Complete
Installation Complete
Installation Complete
Maintaining the Applications
Built-in Support Built-in Support DiagnosticsDiagnostics
Instrumented Instrumented Performance Performance TuningTuning
Automatic Automatic UpdatesUpdates
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PeopleSoft Proprietary and Confidential
PeopleSoft 8.8 Focus Areas
• Intelligent Best Practices• Total Ownership Experience• Global and Industry
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PeopleSoft Proprietary and Confidential
Global and Industry
• Examples of industry-specific features include: • Electronic payment format enabling Healthcare customers to
comply with HIPAA • Streamlined capitalization and unitization of constructed
assets for asset-intensive industries • Support for the latest Joint Financial Management
Improvement Program (JFMIP) requirements and FPDS reporting
• Examples of global enhancements include: • Consolidated value added tax (VAT) setup, default,
calculation and reporting for goods and services • Continued support for multinational companies, including
local and statutory support for India • Increased book code flexibility for multiple GAAPs
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PeopleSoft Proprietary and Confidential
Asset Intensive IndustriesExpress Capitalization
• ‘Hands-Free’ Capitalization of Work-in-Process assets• Improved processing efficiency: eliminates existing
manual unitization process
• Configurable Capitalization Rules • Capitalization rules template• Defaultable asset integration rules • Expanded asset retirement processing• Configurable asset adjustment and year-end processing
options
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PeopleSoft Proprietary and Confidential
Asset Intensive IndustriesExpress Capitalization
Capitalization RulesCapitalization RulesCapitalization RulesCapitalization RulesIntegration TriggerIntegration TriggerIntegration TriggerIntegration Trigger
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PeopleSoft Proprietary and Confidential
• Enhanced reporting with electronic Treasury reports, internal reports, and all required interfaces
• Full support for expired year processing
• Streamlined reimbursable processing and reporting
• General ledger• Payables• Receivables• Purchasing• Billing• Projects• Contracts
FederalJFMIP Compliance
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Leveraging Total Ownership Experience
• Compelling reasons why customers would choose to upgrade• Compliance > FMS achieves compliance• Financial Efficiency > FMS drives world-class financial processes• Replace Outdated Systems > Value of world-class, integrated,
internet-based applications
• “How much is this going to cost me over the long term?”• Primary focus of Total Ownership Experience initiative
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PeopleSoft Proprietary and Confidential
The first wave of Total Ownership Experience includes…
LIFECYCLE FEATURESTAGE BENEFIT
MaintainSupport
Upgrade
Performance MonitoringDiagnostic FrameworkEnvironment Manager
Change Assistant
Faster incident resolutionLower support costs
Faster, easier update andupgrade process
Use Improved UI and work flowApplication-specific
enhancementsUse
Higher completion rates Increased productivity
Implement
Install WizardFixPackInstall
Faster installation(particularly mid-market)
Setup ManagerComponent InterfacesImplement
Faster configurationand data loading
Integration PointsIntegrate
Reduced time and costfor integrations
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The Prospective Value of Total Ownership Experience
Using the Applications15% to 25% Increase in Value (ongoing)
Implementingthe Applications 10% to 20% Cost Reduction15% to 20% Faster(one-time)
Maintainingthe Applications
30% to 50% Cost Reduction(ongoing)
*Incremental value: pre/post Total Ownership Experience, based on internal PeopleSoft research and analysis conducted by Crimson
Consulting Group
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PeopleSoft Leads Today
“Deriving Value from 21st Century ERP Applications”
April, 2003 Study
Total Cost of Ownership for PeopleSoft:
Oracle TCO is 25% higher than PSFTSAP TCO is 51% higher than PSFT
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PeopleSoft Proprietary and Confidential
PeopleSoft Leads Today
43% better customer experience than Oracle
36% better customer experience than Siebel
8% better customer experience than SAP
“Forrester Application Ownership Satisfaction Report”
September 17, 2003
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PeopleSoft Proprietary and Confidential
How much can be saved when implementing and
maintaining the applications?
How much faster can the value of using the
applications be realized?
How much incremental value can be realized by using the applications?
User ValueTime to Implement
(TTI)
Value Metrics
Total Cost of Ownership(TCO)
Cost Metrics
3 Components of Economic Benefit
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PeopleSoft Proprietary and Confidential
Economic benefit via the Value Analyzer
• New functionality at the business process level:• Compliance Efficiencies (Sarbanes-Oxley)• Enhanced Analytics (Governance)• Portals (CFO Portal, Investor Portal, Government Portal)
• Adjustments to standard default data in the areas of:• Performance Tuning• Systems Troubleshooting• Data Archiving• 3rd Party Integration Costs• Internal Integration Costs
More to come!!!!
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Business Benefits Captured at Business Process Level
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• Who is UVa Medical Center?
• What has UVa Medical Center done with PeopleSoft?
• Project Management Techniques for Successful Upgrades
• What is Next for UVa Medical Center?
Agenda
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• A fully accredited 541 bed hospital
• Employs approximately 6000 employees
• A teaching hospital for UVa Health System
• Solucient Top 100 Hospitals past 4 years
• Clinical departments listed by US News & World Report
Who is UVa Medical Center?
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What Has UVa Medical Center Done with PeopleSoft?
• 1995 Purchased P/S Financials 5.0 from SMS
• July ’96 Implemented GL/AM
• Dec ’96 Implemented PO/AP
• Aug ’97 Upgraded GL/AP/PO/AP from 5.0 to 6.0
• Oct ’97 Implemented Inventory 6.0
• Oct ’99 Upgraded from 6.0 to 7.5
• 1998 Purchased P/S HRMS from SMS
• Dec ’00 Implemented HR/PAY/BEN 7.5
• May ’01 Implemented Recruit Workforce 7.5
• Sept ’03 Upgraded HRMS from 7.5 to 8.3
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What Has UVa Medical Center Done with PeopleSoft ?
• UVa Medical Center’s reasons for upgrading:
• Be current and take advantage of new functionality and
features
• Expand functionality such as self service modules
(Employee and Manager Self Service, eRecruit and
eProcurement)
• Required a technology platform that would allow us to
support future needs
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Timeline for the PeopleSoft 8.3/8.4 Upgrade• November 2002 Began work with Upgrade Lab – Phase 1• December 2002 HRMS Fit-Gap Completion• January 2003 HRMS First “Test Move to Production”• February 2003 Began HRMS testing, validation and eRecruit
implementation• June 2003 New Tax Tables Regulation (Federal mandate)• June 2003 Began work with Upgrade Lab – Phase 2• July 2003 FMS/SCM Fit-Gap Completion• July/August 2003 eRecruit Manager Training
FMS/SCM First “Test Move to Production”
• September 2003 Live with HRMS and eRecruit• October 2003 Began FMS/SCM testing, validation and
eProcurement implementation
What Has UVa Medical Center Done with PeopleSoft ?
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• Financials/Supply Chain 8.4 SP1 (upgrade in process)• Asset Management• eProcurement• General Ledger• Inventory• Payables• Purchasing
• Human Resources 8.3 (Live)• Core HR• Benefit Administration• E-Recruit Employee and Manager Self Service
What Has UVa Medical Center Done with PeopleSoft ?
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• Executive and Administrative sponsorship at all levels
• Dedicated project team of functional & technical members who could devote a minimum of 75% - 100% of their time to the project
• End users were brought in as subject matter experts (SMEs) to help define requirements and test scenarios
• The project team was well defined at the beginning of the project for roles and responsibilities
• Get quality people on the project, not whoever is available
Project Management Techniques for Successful Upgrades
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• Up front planning and organization is key• Have a well defined scope and project plan (key
milestones) before starting actual work to manage scope creep
• Review customization requests on a case-by-case basis, route to post-production if possible
• Allow flexibility in the testing phases/process, you can never have too much testing
Project Management Techniques for Successful Upgrades
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• Leveraged PeopleSoft Upgrade Lab• Allowed UVa to perform multiple steps across both HRMS and
FMS/SCM upgrades with a small IT staff
• Without Upgrade Lab would not have been able to maintain production environments at the same time
• Ensured project was completed in a timely fashion
• Estimate lab saved UVa approx. 6 months/2 FTEs to work through Upgrade Assistant
• Reporting/compare reports from lab proved very useful to internal staff not on original implementation
• Reports provided customization documentation used to facilitate fit-gaps
Project Management Techniques for Successful Upgrades
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• Try to use as “vanilla” system implementation as possible• Re-examine old customizations before upgrading them, they
might not be needed anymore
• Try to use PeopleSoft delivered business processes where ever possible, adapt your business practices to match PeopleSoft (especially in eRecruit)
Project Management Techniques for Successful Upgrades
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• Optimization Efforts• Add new functionality to the core system
• Increase automated processes
• Look at new Peoplesoft modules for possible solutions
• Currently assessing eDevelopment, ePay, eProfile and eBenefits
What is Next at UVa Medical Center?
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PeopleSoft FMS: What other customers are saying
“Leveraging PeopleSoft 8, we’ve really reaped the benefit of reducing the costs of our transactions tremendously. In addition, we’ve been able to match the growth of the company without adding headcount. Plus, we’ve reduced the time it takes us to close the books from five days to three.” Tracey Doi, VP and Corporate Controller, Toyota Motor Sales U.S.A.
“As a private university, we’re always trying to find ways to become more effective with our funding. PeopleSoft 8.4 Financials enabled us to save money and reallocate funds toward programs that will be strategic differentiators for Santa Clara University.”
Ron Danielson, Chief Information Officer, Santa Clara University
“PeopleSoft Enterprise Service Automation gives us a single source of real-time information to control project costs and optimize the management of our global consulting workforce. And thanks to PeopleSoft Consulting, we were able to implement PeopleSoft’s industry leading best practices and business processes for ESA in 90 days, without customizations.”
Patricia Murphy, Sr. Dir. Worldwide Professional Services, Business Objects
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Agenda
• Building a Business Case• What’s New in 8.8• Capturing Value of Total Ownership Experience• Customer Case Study
• University of Virginia Medical Center
• Additional Information/Resources• Question and Answer
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CustomerReferences
-------------------------
-PRG -BDO Seidman
---------------------------
Field intelligence
Customer Testing9/03 – 11/03
-----------------------Customer
feedback on usability and functionality
-----------------------Detailed
Functionality References
8.8 HostedBeta
11/03 – 12/03--------------------------
-3M -AON -Reg. Mun. of Durham----------------------------
Early Access to 8.8
8.8 EarlyAdopter
12/03 – 6/04--------------------------- -Canon (Program Management)
--------------------------
First Look at new 8.8 modules
Customer Programs for 8.8
FMS 8.8 Launch
8.8 EarlySuccess
12/03 – 6/04--------------------------
-3M -Reg. Mun. of Durham
---------------------------
1st upgrades to 8.8
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Feedback on 8.8
• "With Enterprise Financial Management 8.8, PeopleSoft is meeting its commitment to improving the Total Ownership Experience for customers. As one of the pre-release testers, we were able to experience for ourselves the dramatic improvements in the quality, usability, and performance of the software. The look and feel of the system is much more intuitive, which should speed user adoption and reduce training costs.“• John de Rijk, financial systems development manager, P&O Nedlloyd
• "We've been involved extensively in testing PeopleSoft Financial Management 8.8 and are impressed with the intelligence of the applications. With the new release, we will be able to set up the rules so that the bank accounting and reconciliation processes are done automatically. The ability to import and upload bank files automatically in PeopleSoft - without third-party software - should generate significant time and cost savings.“• Steve K. Myers, CPA, finance operations center manager, Entergy, Inc.
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Where to Find Additional Information
• Release Documents• Click on Customer Connection, Support,
Documentation, Documentation Updates, Release• Release Value Proposition
• FMS/SCM 8.8
• Prerelease Notes• FMS/SCM 8.8• Tools 8.44
• Release Notes• FMS/SCM 8.8 • Tools 8.44
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Building a Business Case – A New Resource
• White Paper posted on
Customer Connection
• Also available for :• PeopleTools• Human Capital Mgmt.• Customer Relationship
Mgmt.• Supply Chain
• Only available in PDF
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Supported Upgrade Paths
• Availability: 2/20/04• FDM 7.52
• FDM 7.53
• FDM E&G 7.51
• FDM E&G 7.52
• FDM 8 SP1
• FDM 8 SP2
• FDM 8 SP3
• FDM 8.40
• FDM 8.4 SP1
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Final Thoughts
• PeopleSoft Enterprise Financial Management 8.8
• Sets a new industry bar for financial management software
• Over 200 new features and enhancements across 20 applications• Easier to use• Faster to implement with lower cost• Intelligent Best Practices to improve control and efficiency