peoplesoft 9.2 upgrade - a roadmap

© 2014 Velocity Technology Solutions, Inc.

EXPERIENCE. INNOVATION.

PeopleSoft 9.2 – A Future Roadmap

PeopleSoft 9.2 Webinar Call-in toll-free number 1-877-668-4490 Call-in toll number (US/Canada) 1-408-792-6300 Access code: 682 251 008

EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential

Private / Proprietary –

Not for Disclosure or Distribution Outside of the Recipients of the Velocity PeopleSoft 9.2 webinar held

on Tuesday, September 16th, 2014 without Written Agreement

2


Agenda

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• Introduction • Velocity Overview • Why Upgrade? • New PeopleSoft Delivery Model • New Features and Functionality • PeopleTools 8.54 Fluid Interface • Q&A

EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 4

Team Introductions – Velocity Technology Solutions

Kephanie Landess VP, Oracle Line of Business 17+ Years in HR Industry

Derek Tomei

Director, Oracle Professional Services

18+ Years of PeopleSoft Experience


Velocity transforms the way companies use

enterprise software, so organizations move faster,

are more productive, and achieve results

they never before imagined.

Our Purpose

5

PLAY VIDEO

http://www.velocity.cc/about-us/why-velocity


Background; TITAN GS, A Velocity Company

6

PUNE, INDIA

CHARLOTTE

NASHVILLE

LONDON

Oracle Platinum Partner

Founded in 1998

Three “Global Solutions” businesses

Target Market – Mid Market

Domestic presence, global infrastructure and support with efficient delivery 24 x 365

• Americas

• Europe & Middle East

• Asia Pacific

• India

Global leader in Human Capital Management, Financial, and Performance Management solutions on the Oracle platform

PUNE, INDIA

SINGAPORE

CHARLOTTE

NASHVILLE

LONDON


2014

Expand services to all

3 leading enterprise software

suites, extend to Asia

2013

Initiate Epic practice

2012

Launch R&D

2011

Develop application breadth and DR practice

2010

Acquire own operations facilities

2007

Investment into healthcare

2006

Full transition from

Consulting to Managed Services

2003

Founded

$6M

Revenue

22 Customers

70 Employees

5 Customers

11 Employees

75 Customers

90 Employees

150 Customers

176 Employees

228 Customers

229 Employees

250 Customers

240 Employees

300 Customers

371 Employees

350+ Customers

750+ Employees

Background: Velocity

7

A Decade of Growth


Velocity and TITAN GS Merger

8

Velocity and TITAN GS Merger; Effective Friday, March 28th, 2014

Current combined size: 750 employees, $ 150 million in revenue

Velocity Technology Solutions

Provider of Managed and Cloud Services for ERP

Owned by one of the largest Technology Funds – Silver Lake Sumeru

Strategic Merger with many synergies (Global, Data Center Ownership,

etc.)

TITAN Technology Partners remaining legal entity

Charlotte, NC will remain Global HQ and all global offices will remain


About Velocity

Founded in 750 employees

US $150M Revenue

Owned by one of the largest

Technology Funds – Silver Lake

Sumeru

350+ customers

Applications

Managed:

Fusion

Taleo

Oracle EBS

PeopleSoft

Hyperion

JD Edwards E1

JD Edwards World

SAP

Infor / Lawson

Epic Systems

Kronos

Locations in

North America, Europe, Asia

9

Universal Cloud Services

Who We Are Today


Core Solutions: Comprehensive Services

INFRASTRUCTURE

AND HOSTING

Enterprise Cloud

Hybrid Cloud

Hardware,

OS, Database

and Application

Hosting

Hardware

Maintenance

and Monitoring

Connectivity to

Client MPLS

Security and

Procurement

Timeline

MANAGED

SERVICES

IT Help Desk

Application

Optimization &

Maintenance

Upgrades

Interface

Maintenance

and Support

Tech Support/

Development

Functional

Support

Metadata

Management

Employee

Call Center

(Help Desk)

Reporting

Payroll and

Benefits

Process

Administration

TRAINING

AND CHANGE

MANAGEMENT

Organizational

Readiness

Comprehensive

Training Plan

Project Team

Training

Navigator

PROFESSIONAL

SERVICES

Compass

Implementations

Project Planning

Application

Optimization &

Decustomization

Upgrades

SUBSCRIPTION

SaaS LICENSES

Hyperion

Oracle ERP

SAP ERP

PRODUCTS

Navigator

ReportCenter

MS Dashboard

Velocity is the only company capable of delivering these solutions as a bundle, or individually as our clients’ needs demand.

BPO

Program Management

Oracle Applications

Innovations


Healthcare &

Pharmaceuticals

Manufacturing

& Distribution

Public Sector

& Not For Profit

Mining &

Construction Retail & Services Media/Tech/Info

Financial Services

& Real Estate

11

Our Customers Are Leaders in Their Fields

http://www.nfp.com/presentat.asp

http://www.holidaytouch.com/

http://www.ercot.com/index.html

http://www.san.org/index.asp

http://www.metmuseum.org/home.asp

http://www.jmfamily.com/


Why Upgrade to PeopleSoft 9.2


Why Upgrade?

13

PeopleSoft 9.2 Can

Transform Your

Business

Mobile Capabilities

Consumer Oriented Recruiter Experience

Enhanced ESS Experience - eBenefits

Streamlined Maintenance Processes


Why Upgrade?

14

…modern, intuitive, and simple to use…

…allow customers to stay current at a lower cost.

...make customers more productive...


Why Upgrade?

15

Avoid Future Cost Associated with the Usual Upgrade Cycle

• Historically new versions were delivered which required large efforts to upgrade

• Bundles and Maintenance used to fix issues and stay current

• New features were added and developed into a new release and then delivered as an upgrade

• Customers had to wait until newer versions were available to take advantage of new enhancements


Why Upgrade?

16

Accelerate Delivery of New Capabilities Into Your Business

• New PeopleSoft Delivery Model

• Fundamental issue with maintenance & Staying Current

• Historically had to take all the changes in a bundle


PeopleSoft’s New Delivery Model – Future Roadmap


New Delivery Model

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Allows the delivery of a package of changes and allows the customer the ability to choose which

changes they want based on business need

Drastically reduces the cost to take on new

changes and enhancements

All new enhancements and fixes are put into a

single image


PeopleSoft 9.2 and Update Manager

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9.Y

pre GA code line

At release delivery,

Oracle targets new

development for the

next release.

Long time to get new functionality

Always lagging Oracle development

Large amounts of change to manage at one time

Infrequent, expensive upgrades

IMPACT

Oracle delivers only,

delta maintenance

on the current

release.

Customers must upgrade

to the current release to

gain new capabilities.

9.X



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9.X

single code line

9.Y

pre GA code line

9.X

GA code line



21

Deliver Innovative New Capabilities without an Upgrade

You Take Only the Changes They Want Based on What You Have

You Determine When You Adopt Changes

You Can Retain Strategic Customizations



22

9.2

single code line

Oracle delivers,

PeopleSoft Update

Images every ~10

weeks containing new

capabilities and

maintenance.

Customer periodically

selects new capabilities

and/or maintenance via

PeopleSoft Update

Images.

Continuously receive new functionality on existing release

You choose what to take and when

Smaller change between releases means more affordable upgrades

IMPACT



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• No more GA releases - 9.2 is the latest release that allows you to take advantage of this

• The goal is to deliver everything on 9.2 and never have a 9.3


PeopleSoft Update Manager Diagram

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9.2 New Features and Functionality


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Global Search Capabilities

• Application, component and enterprise wide

keyword search capability

• PeopleTools feature with capability extended

beyond HCM and ELM

• Additional Search fields in the Job Data

Component

• Delivered as well as configurable search

indexes

• Driven by user security access

• Enterprise wide Related Actions feature

• Transformation Note/Analysis

• Further enhanced feature in 9.2

• Application level (in 9.1) to Enterprise wide (in

9.2)

• Initiate business processes from search results


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Embedded HCM Analytics

• Enabled via Pivot Grids Native to PS

Applications

• Self-service, interactive analytical

grids and charts

• Allow users to slice and filter data

• Embedded within transaction pages

• Transforms a PS Query into an Excel-

like pivot table or chart


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Mobility Solutions

• Delivered HTML5 Solutions

• Mobile Company Directory

• Mobile Approvals

• Mobile Expense

• Planned HTML5 Solutions

• Mobile eProcurement

• Time and Labor

• Absence Management

• Cash Position Management

• HR Self-Service


29

Talent Management Integration

• 9.2 Talent Management Applications can co-exist with HCM 9.1 Core Applications

• No need to upgrade to take advantage of new functionality in Talent Mgmt Apps

• Less disruption to the business


30

Performance Management WorkCenter

• Steps and tasks are outlined

• Current progress is easy to view

• All comments are integrated and

viewable in one place

• Sections of the document are

easy to identify and access

• Mid-year progress and reviews

integrated into the existing

process


31

Paycheck Modeler

• Allows What-if type calculations

• Earnings, Deductions and Taxes can be changed

• Configurable to only allow specified changes

• Produces sample check (with Watermark)

• Related actions to self-service


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Life Events

• Must be using eBenefits/Benefits

Administration

• Redesigned using Activity Guides

• Configurable design

• 4 templates delivered (Marriage,

Birth, Adoption, Divorce)

• Can upload documents

• 4 templates delivered (Marriage, Birth, Adoption, Divorce)

• Can Review/Print Summary of Benefit Elections


33

Candidate Gateway experience

• Optional Welcome page for

branding

• Activity Guide navigation

• Configurable Steps (by Job)

• Terms/Conditions presented

at the beginning

• Clearly defined Save/Submit


34

Recruiting Dashboard

• For Recruiters, Recruiting Managers, and Hiring Managers

• More streamlined user experience

• Reduce the number of clicks to perform job by 50%

• Can drill-down to transaction, then return to dashboard

• Graphic views of performance measures


35

Global Payroll Processing Monitor

• Single access point for

processing statistics

• Set thresholds to trigger visual

alerts

• Drill down to paygroup/calendar

results

• Example of Embedded Analytics

• Related actions like Calendar

Results, Payee Status, Payee

Messages, etc.


36

Absence Management Outlook Integration

• Initiate Absence Requests

directly from Outlook Calendar

• Can also manage requests and

monitor approve from Outlook

• Uses single sign-on for

authentication

• All PeopleSoft configuration and

edits are applied


37

Reconfigured Time Reporting

• Configurable view of all relevant

time data on the Timesheet

• Real-time validation and rules

• Allow users to identify input

errors and make immediate

correction

• Generate up-to-date payable

time

• Restrict Time Reporting Codes

for time entry on the Timesheet

• Configurable legal statement to

display at Timesheet submit


PeopleTools 8.54 – Mobile UI


PeopleTools 8.54 – New Features

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• New Fluid User Interface - Next evolutionary step for PeopleSoft’s UI

- A user interface that can scale from PC’s to tablets to smartphones

- Responsive and fluid page generation

- New mode for page generation

- Definitions declared through Application Designer

- Extensive use of CSS

- Tiled homepage

- Navigation BarMobile Capabilities


PeopleTools 8.54 – Tiled Homepage


PeopleTools 8.54 – Navigation Bar

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PeopleTools 8.54 – Tablet

42


PeopleTools 8.54 – Smartphone

43


PeopleTools 8.54 - Technology

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• HTML5

• CSS

• Javascript


Questions

For Additional Questions or Inquiries, please email your questions to [email protected]

mailto:[email protected]

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