peoplesoft investment strategy - spearmc - oracle cloud...

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Investment Strategy

Oracle West Coast Healthcare and Research Forum

Marc Weintraub Senior Director, Product Strategy PeopleSoft October 2016

Confidential – Oracle Restricted


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.

Confidential – Oracle Restricted 2

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Three Core, Concurrent Strategies

Oracle’s Investment Strategy

Invest in Existing Applications

Commitment to all customers to enhance and support existing applications

Next Generation Cloud-Centric Development and Acquisition

Develop and acquire next generation, best-in-class cloud solutions including: SaaS, IaaS, and PaaS

Practical Path to the Cloud

Develop programs and support for customers to adopt cloud on their terms with less risk

3 Confidential – Oracle Restricted

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Absolute Commitment to PeopleSoft

Dedicated Team, Delivering Multi-Year Roadmap

Confidence in PeopleSoft as Your Long Term Solution

Support Until At Least 2027


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PeopleSoft Investment Strategy Focus on Providing Customers What They Need to be Successful

Provide a modern and intuitive mobile and desktop user experience for all users.

Enable personalization and configuration to present users the information they want, how and where they want it.

Deliver new application functionality and expand the capabilities of existing features.

Allow customers to run, maintain, and update PeopleSoft at a lower cost.


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Your Reality as a PeopleSoft Customer

• Your PeopleSoft applications are “old”

• IT drives PeopleSoft investment decisions

• Restrictive and costly deployment model


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Recommendations to Maximize Your PeopleSoft Investment

• Modernize Your Applications and UX

• Fully Execute on Selective Adoption

• Deploy PeopleSoft to Oracle Cloud


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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted

Modernize Your Applications and UX PeopleSoft’s Modern User Experience is Fluid UI

• Simple

• Intuitive

• Responsive

• For Mobile

• For Desktop

• Personalizable

• Interactive

• Contextual

• Information Driven

___________________

Built on PeopleSoft

9

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Modernize Your Applications and UX


Update on Recent, Major Fluid UI Deliverables

14

PeopleSoft Update Image

20 15 16 17 18 19

Mobile Paycheck

My Preferences

Asset Management Homepage

Inventory Management

Workforce Availability

Self-Service Matrix Reporting

Candidate Gateway

Nav Collections

Expenses

Payment Request

Cost Balancing WorkCenter

Business Unit Management

Approvals

Non Exhaustive

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 11 Confidential – Oracle Restricted

Modernize Your Applications and UX Search

• End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization

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Modernize Your Applications and UX Search


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• Elasticsearch replacing SES

• Delivered on PeopleTools 8.55

• Completely transparent change to end user

• Easier to deploy and manage, more scalable, and greater efficiency

• Search engine support: – Oracle’s PeopleSoft team to directly support

Elasticsearch

– SES supported for 18 months

– SES and Verity not supported in PeopleTools 8.56


New Global Search Engine for PeopleSoft

Strong Industry Adoption of Elasticsearch

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Modernize Your Applications and UX Nav Collections


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• Fluid UI where appropriate

• Classic UI will continue to exist

• Enhancement of Classic UI style sheet

• Planned for PeopleTools 8.56

“Classic Plus” Style to Align Classic and Fluid Pages


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Modernize Your Applications and UX Evolution of Mobile Approvals within PeopleSoft


Initial Version

• Delivered using MAP

• Mobile

• Visually Appealing

• Not Configurable

• Complex Deployment

• Missing Functionality

• Available with PI9/10

New Version

• Delivered using Fluid UI

• Mobile

• Visually Appealing

• Configurable and Extensible via Page Composer

• Richer Functionality

• Available with PI20*

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See more on our YouTube channel

click me

*ELM image 15

https://youtu.be/K1gWNLhwgu8

https://youtu.be/K1gWNLhwgu8

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



What It Means To You

• Replacing all approvals built using Mobile Application Platform (MAP)

• New approvals based on Fluid UI Page Composer delivered in image 20*

• Adopt new approvals based on Fluid UI Page Composer

• Supporting MAP approvals until the end of June, 2017


Approvals and Page Composer

*ELM image 15

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See Oracle Support for more information

click me

https://support.oracle.com/epmos/faces/DocumentDisplay?id=2176246.1


Modernize Your Applications and UX Related Content Delivers the Right Information in the Right Place

• Display relevant information • In context to transaction • Internal or external content • Interactive/clickable content • No need for IT or customization

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Modernize Your Applications and UX Related Content Delivers the Right Information in the Right Place

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Modernize Your Applications and UX Simplified Analytics Enables End-User Defined Analytics


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Modernize Your Applications and UX Key Fluid UI Deliverables HCM • Manager and Employee Homepages • Personal Profile View • Report Elapsed and Punch Time (Daily/Weekly) • View Payable, Elapsed, and Punch Time • Absence Request with Forecasting • View Absence History and Current Balances • Pay Advice for Payroll (U.S. & Global) • Benefits Summary • Talent Profile View • Company Directory • Current Learning and Learning History • My Team View and Analytics • Guided Self-Service • Team Learning and Compliance • Team Time and Absence Management • Performance Document Summary and Analytics • Mobile Recruiting (Candidate Gateway) • Hiring Manager’s Open Jobs Summary • HR HelpDesk Case Management Analytics • Workforce Availability • Matrix Organization Self Service

ERP • eProcurement Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Project Time Entry • My Service Requests • 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 • Business Unit Management • Payment Request • Asset Management Home Page • Available vs. Forecast Balances • Cash Forecast

• Free-text Global Search with Drilldown • Faceted Filtering of Search Results • Contextual Related Actions

• NavBar and Navigation Collections • Homepage Personalization • Approvals

General Interaction and Capabilities

Non Exhaustive


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Modernize Your Applications and UX Key Fluid UI Deliverables HCM • Expanded Guided Self Service • HR Administrator Homepage • Mobile Learning • Payroll Employee Self Service • HR Help Desk Case Creation • Time and Attendance New Timesheet • Enhanced Mobile Total Rewards • Employee Side by Side Compare • HR Representative Analytics • Benefits Enrollment Analysis • Absence Administrator Analytics • Hours by Employee Analysis • Succession Planning Self Service • Employee Snapshot • Onboarding/Offboarding • Updatable State W4 • Dependent and Beneficiary Management • Payroll Approvals • Banking Self Service • Absence Self Service • View As My Team • Time and Labor Approvals • Manager Self Service Time View and Reporting

ERP • Financial Operations Homepages • ePRO Self-Service Receiving • Mobile Line Level Approvals • Expanded eProcurement Requisition • Supplier Scorecarding • Financial Productivity Visibility • Execution of Cash Movements • Activity Guides for Expense Reports • Express Expense Report • Expense Proxy • Mobile Grants • Mobile Financials • Item Collection Days • Invoice Cycle Times • Payables Time to Discount • Supplier Portal • Self Service Customer Collaboration • Financial Structure Change Request • Financial Position Change Request • Group Contracts • Self Service Supplier Collaboration • Financial WorkCenter • Supplier 360 • Comprehensive Customer View

Non Exhaustive


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• Embrace Fluid UI because it is here to stay!

• Use Fluid UI as your primary interaction model.

• Take advantage of the latest PeopleTools release.

• Most new features delivered using Fluid UI.

• UI of transactional page should not hinder Fluid UI adoption.

• Incrementally add Fluid UI pages based on business need.


Call to Action and Next Steps

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• On the PeopleSoft Portal

• Video Feature Overviews

• Spotlight Series

–Strategy

–Development

–Deployment

• UX Standards

• Training

• Documentation


How to Get Started? Leverage the PeopleSoft Fluid UI Concept Page

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click me

http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html







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You're in control — you decide what to apply and when to apply them.

Updates are frequent — new features and maintenance are easy to apply.

A world without upgrades — your business systems are agile.

A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager


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0

10

20

30

40

50

60

70

80

2 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

HCM

ERP

Continuous Delivery Means Continuous Value

New Features by PeopleSoft Update Image

375+ New Features Delivered Over 20 Updates

Update Image #

# o

f N

ew F

eat

ure

s


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HCM

• Employee and Manager Homepages

• Guided Self-Service

• My Team

• Company Directory

• Workforce Availability

• Self-Service Matrix Teams

• Candidate Gateway

• Online Withholdings Form

• Mobile Paychecks

• File Integration Framework

Notable Deliverables


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click me

Non Exhaustive


https://youtu.be/w4hgcJy4Vak



ERP

• Expenses

• My Billing Work

• WorkCenters

• Accounting Tags

• Mobile Requisitioning

• Payment Requests

• GL Business Unit Management

• Procurement Operations

• Cash Management

• Mobile Inventory

Notable Deliverables


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click me

Non Exhaustive



Fully Execute on Selective Adoption What We Have Seen is Very IT Driven and Maintenance Centric


Define a strategy for maintenance

Establish a schedule for applying changes

IT Driven

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Fully Execute on Selective Adoption What is Needed is More Input from the LOB and Feature Adoption


Define a strategy for maintenance

Define a strategy for new feature adoption

Create an operational budget

Establish a schedule for applying changes

IT and LOB Collaboration

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Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft ERP

Intuitive

Easy

Operational Efficiencies • Additional WorkCenters (Pricing Manager,

Inventory, Cost Reconciliation) • Match Exception Collaboration • Automate Expense Amortization • Open Period Maintenance • Configurable Invoice Pre-Validation • Sourcing NOA and NOIA Notifications • Contracts Pre-Bill Workbench Expanded and Enhanced Mobility • Payables Operations Homepage • Credit to Cash Homepage • Supplier Self Service in eSettlements • Customer Self Service in eBill Payment • Enhanced Self Service Requisitioning • Financial Structure Request • Financial Position Request • Receiving • Inventory Management • Asset Management • Expenses (Receipt Split, Hotel Wizard,

International Features, Payment Notifications) • Grants Management Dashboard Expansion of Mobile Approvals

Greater Supplier Lifecycle Management • Supplier Collaboration Expansion • Supplier Scorecarding and Performance

Management • Comprehensive Supplier Portal Enhancements • Supplier Qualification and Diversity Mgmt Configurable Frameworks • Field Validation Framework • Component Configuration Framework • Enhanced and Mobile Enabled Activity Guides • Mass Transaction Manager • Enhanced and Mobile Enabled Forms and

Approval Builder Cash Management • Take Actions to Simulate and Move Funds • Financial Gateway Payments Expansion • Installment Payment Plans Faster Period Close • Expand GL Spreadsheet Validation • Expand GL WorkCenter My Work • Mass Delete in GL • Accounting Tags for Projects • Period Close WorkCenter Greater Visibility • Financial Balances Hierarchy

Additional Analytics • Expenses vs. Budget • Top Departmental Expenses • Expenses Audit Risks • Expenses with Exceptions • Billable vs. Non-Billable Time and Expenses • Revenue vs. Forecast • Top Businesses by Revenue • Profit and Loss for the Period • Voucher Approval Cycle Time • Vouchers on Hold • AP and AR Productivity Visibility • Payment Predictor Failure Rate • AR Write-Off vs. Collections • Strategic Sourcing Metrics • Group Contracts by Supplier • Scorecard Analytics • Project Commitments Oracle Transaction Business Intelligence • Actionable Insights • Pre-delivered Analytics Legislative and Regulatory • Revenue Recognition • Lease Accounting • VAT and Withholding Updates

Powerful

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Non Exhaustive


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Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft HCM

Intuitive

Easy

Expansion of Guided Self Service • Job Data Transactions (ex: Demotion) • Non-Job Data Transactions (ex: New Position) • Configurable Fields and Attachments • Multi-select Transactions • Push Back to Previous Approver

HR Administrator Homepage • Guided Processes and Checklists • Review Transactions, Notification Framework Employee Side by Side Compare • For Managers and HR Administrators • Core HR and Talent Data Employee Snapshot • Centralized Employee Information • Role Based Views Recruiting • Refer a Friend • Diversity Analytics for Administrators • LinkedIn Integration Enterprise Learning Management • Mobile Search, Enroll, and Execute Training • Merge Learners

On-boarding/Off-boarding • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications Payroll for North America • Mobile Direct Deposit • WorkCenter Expansion • Self Service Lockout during Payroll runs Time and Attendance • Mobile Approvals for Reported and Payable

Time for Elapsed and Punch Time Reporters • Workforce Availability Analytics • Manager Self Service for Employee Time Entry • Absence Request Cancellation • Enhanced Integration b/w Absence and T&L Position Management • Self Service for Creating New Positions • Effective Sequencing on Position Records Global HR / Payroll • Configurable Global Name Formatting • Maintain Bank Accounts and Pay Distribution • Guided Global Payroll for Administrators

Dotted Line Reporting • Manager and Employee Self Service • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary Enhancements • Enhanced Mobile Open Enrollment Expansion of Mobile Approvals Simplified Analytics • HR Administrator Analytics • Absence Administrator Analytics • Recruiting and Diversity Analytics • Global Payroll Variance Analytics Total Rewards Statement • Configurable Letter and Related Content • Mobile and User Experience Revamp HR Help Desk • Secure Employee Relations Case Tracking • Mobile EE Case Creation & Solution Search

Regulatory Updates • ACA Enhancements and Legislative Changes • eSocial – GP Brazil / DSN – GP France

Powerful

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Non Exhaustive


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Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft

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See Oracle Support for more information

click me

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45


Fully Execute on Selective Adoption

• You need a holistic, organization wide adjustment to this new mind set.

• Establish a schedule and budget that allows for functional evolution.

• Include your LOB in all parts of your selective adoption strategy.

• Adopt new features to accelerate the value proposition of selective adoption.

• Be willing to step out of the ‘PeopleSoft Box’ and make changes.


Call to Action and Next Steps

IT and LOB Collaboration

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Fully Execute on Selective Adoption


• Info Graphic

• Spotlight Series

• Strategy Guidelines

–Customization Handling

–Regression Testing

–Scheduling

• White Papers

• Documentation


How to Get Started? Leverage the PeopleSoft Selective Adoption Concept Page

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http://docs.oracle.com/cd/E52319_01/infoportal/psa.html







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Deploy PeopleSoft to Oracle Cloud Your Current PeopleSoft Deployments Hinders Business Change and Innovation


Desired Activities

• Change business configuration

• Review newly delivered features

• Develop new customization

• Test impact of planned changes

• End user training

• Roll out new applications

• Deploy to new geographies/BUs

Limited Rack Space

Power Constraints

Schedule Availability

Insufficient Hardware

New Installations

Storage Scarcity Synchronizing Data

Configuration Cloning

Customization Migrating

Managing Environments

System Patching

Hindered by the Limited Number of Usable Environments

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PeopleSoft on the Oracle Cloud The Best of All Possible Worlds

The PeopleSoft You Know

The PeopleSoft You Own

The PeopleSoft That Works

+ Platform Platform

as a Service

Infrastructure as a

Service

On the Cloud You Can Trust


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Deploy PeopleSoft to Oracle Cloud Value of PeopleSoft on Oracle Cloud for the Line of Business

Business Agility

Business Continuity

Lower Costs and Risk

Platform Platform as a

Service

Infrastructure as a

Service

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Deploy PeopleSoft to Oracle Cloud Capabilities of PeopleSoft Cloud Manager Coupled with Oracle Cloud


Migrate to Oracle Cloud • Lift and Shift existing environments

to Oracle Cloud

• Migration of your configuration, data, and customizations

• Backup and restore to Oracle Cloud

CLOUD MANAGER

Cloud Computing • Elastic scaling based on demand

• Compute, Storage, Networking, Database as a Service, more…

• Industry leading secured environments

Life Cycle Management • Subscription to update release

channels

• Complete environment management

• Application & PeopleTools patching

Self Service Provisioning • Template driven provisioning

enables business users

• On-demand environments for specific use cases

• Unique topology definitions

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Deploy PeopleSoft to Oracle Cloud PeopleSoft Cloud Manager

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Deploy PeopleSoft to Oracle Cloud


PeopleSoft Cloud Manager

Self Service Provisioning

Application Packages

Topology Environment

Templates

Cloud Administration

+

+ =

New feature demo

Testing

End user training

On Premise Instances

Lift and Shift

Subscribe to updates

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Deploy PeopleSoft to Oracle Cloud Call to Action and Next Steps


When: Next material IT event e.g. hardware refresh or hosting services contract renewal.

What: Consider Oracle Cloud for the following use cases:

• Demo Environments

• Update Source Environments

• Staging and Testing Environments

• Production

How: Automate deployments, dev ops, and lifecycle management with PeopleSoft Cloud Manager and PeopleSoft Cloud Architecture.

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Deploy PeopleSoft to Oracle Cloud


• PeopleSoft Talk Video

• FAQ

• Use Case Overviews

–Demo

–Development and Testing

–All on Oracle Cloud

• Tutorials

• Documentation


How to Get Started? Leverage the PeopleSoft on Oracle Cloud Concept Page

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click me

http://docs.oracle.com/cd/E52319_01/infoportal/opc.html


Take Advantage of Current PeopleSoft Offering Today’s PeopleSoft

• Modern, Intuitive User Experience

• Actionable, Embedded Analytics

• Flexible and Personalizable

• Functionally Complete

• High Employee Productivity

• Customer Driven Selective Adoption

• Cost Saving Lifecycle Management


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Get Connected and Stay Informed Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel


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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/


Questions and Answers


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Frequently Asked Questions


• I hear a lot about Oracle Cloud applications, is Applications Unlimited still real?

• Does Oracle still sell PeopleSoft applications anymore?

• Will Oracle be further extending the Jan 2018 end of Extended Support for release 9.1?

• Do I have to use Fluid UI or can I just keep using Classic UI pages?

• Applications are on continuous delivery. Are there plans to do the same for PeopleTools?

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