Quest Director of Special Interest Groups

Deputy Chief Information Officer,City of Orlando

2004

John Matelski

SIG Opening General Session

2004

Shaping our Future

Mission Critical Vendor

Business Partner

PeopleSoft is…

Software Provider

Maintenance Provider

Profit/Revenue Focus

Growth through Acquisition

Accountable to Stockholders

Not Oracle!

Global User Community Facilitator

Business Partner

Quest is…

Solution Value Enhancer

Networking Enabler

Member/Subscriber Focused

Growth through collaboration

Accountable to YOU

Not Oracle! Or PeopleSoft

Real Enhanced Value Experience (REV)

International Customer Advisory Board User Group

Integration Update

ICAB Project Team

Carol A. Giannini Amersham Biosciences John A. Matelski City of Orlando Steve Snodgrass Graniterock Company Stan Land Duke Energy Bob Parkins Xansa Tony McNamara United KFPW Kirk Chan PeopleSoft Bill Hewitt PeopleSoft Nancy Metzger PeopleSoft John Schiff PeopleSoft Michael Webb PeopleSoft Jim Whalen Boston Properties Dave Mawby City of Oshawa Steve Comes PeopleSoft 14 people, 6 PeopleSoft personnel

Data Points

172 User Groups/Chapters/Councils

Geographic- US & Canada (RUGs/LUGs) 65- Outside U.S. & Canada (RUGs/NUGs/Chapters) 35

Industry/Product/Technology- Special Interest or

Industry User Groups (SIGs/IUGs) 60160

- Product Advisory Councils (PACs) 12

172

U.S. & Canada

Automotive HomebuildersCommunications/Utilities Industrial ManufacturingConstruction Services & Materials Life SciencesConsumer Packaged Goods Migration Advisory CouncilCustomer Relationship Management Paper ProductsEnergy & Chemical Solutions Real EstateEquipment Management Service ProvidersFinancial Services TechnologyFinancials Wholesale DistributionGlobal Accounts Workforce ManagementGovernment World Advisory Council

Product Advisory CouncilsSales/MarketingService/SupportFinancialsPerformance/Risk ManagementEnterprise Services AutomationHRMSContributor RelationsStudent AdministrationTechnologyPortalsManufacturing/Supply ChainSupplier Relationship Mgt

BenefitsBillingCommunications (IUG)CRM-North AmericaCRM-UK/IrelandDB2 OS/390Distributors/Manufacturers (IUG)Energy (IUG)EPM-North AmericaFederal User Network (IUG)Financial Services (IUG)Financial Services-Asia Pac (IUG)Financial Services-EMEA (IUG)Global Human Capital Mgt.Global Payroll-UKGovernment Contracting (IUG)Government Public Sector (IUG)Healthcare (IUG)Higher Education (IUG)Higher Education-AUS/NZ (IUG)HRMS-MexicoOracle DatabaseOrder ManagementPensionPeopleSoft AS400ProjectsPSCareRecruitingReporting & AnalysisRetail (IUG)Retail UK (IUG)SQL ServerStaffing (IUG)Supplier Relationship MgtSupplier Relationship Mgt-UKTechnology-UKTime & LaborTreasury

Automotive

High LowProduct Alignment

Hig

hLo

wIn

dust

ry A

lignm

ent

Construction Services & Materials

Consumer Packaged Goods

Customer Relationship Mngmt

High-Tech ElectronicsEnergy & Chemical Solutions

Equipment Management

Financials

Government

Wholesale Distribution

Manufacturing

Technology

Life Sciences

Service Providers

Paper Products

Real EstateCommunications/Utilities

Global Accounts

Homebuilders

Workforce Management

Financial Services

Industrial Fabrication & Assembly

DB2-OS/390PeopleSoft AS400

CommunicationsEnergy

Distributors/Manufacturers

Federal User Network

Healthcare

CRM North AmericaCRM-UK/Ireland

Oracle DatabaseTechnology-UK

EPM-North America

HRMS-Mexico

StaffingHigher EducationHigher Education-AUS/NZ

Financial Services-Asia PacFinancial Services-EMEA

Financial ServicesGovernment Contracting

Government Public Sector

Benefits

Billing

RetailRetail-UK

Global Human Capital Mgt

Global Payroll

Order Management

Pension

TreasuryRecruiting

Order ManagementPS Care

Time & Labor

Supplier Relationship MngtSupplier Relationship Mngt-UK

SQL Server

Projects

Reporting & Analysis

PeopleSoft IUG's JD Edwards SIG's LeadCommunications Communications / Utilities JDEDistributors' Manufacturers' Industrial / Wholesale Distribution JDEEnergy Energy & Chemicals JDEFinancial Services Financial Services PSFTGovernment Public Sector Government PSFTFederal User Network PSFTHealthcare PSFTHigher Education PSFTHospitality PSFTRetail PSFTStaffing PSFT

Consumer Packaged Goods JDEConstruction Services & Materials JDEHomebuilders JDEPaper Products JDEReal Estate JDELife Sciences JDEService Providers JDEAutomotive JDE

Industry Group Mapping

Business Drivers

Business Drivers - PeopleSoft

PeopleSoft Operating as One Integrated Company

Centralized Industry Organization– Five Industry Groupings with 37 Industry Sectors

Centralized Technology/Tools Development Group

Managing Resource Demands– Speakers, Logistics, Support

Need for a Consistent Process & Tools for Requirements Management

Need for the Value of our Investments to Continually Appreciate– Engage PeopleSoft as a Partner

Need for Standardized Processes & Services– How Do We Interact & Collaborate with Other Customers & with PeopleSoft?– Facilitate the Work of Volunteers

Power of the Shared Voice– Points of Influence– Obtaining Resources & Attention– Alignment

Absorb Content & Pace of Change– Learn New Reference Points– Higher Level of Change for J.D. Edwards Customers

Business Drivers – Customers / User Groups

Sustainability– 170+ User Groups

Alignment– Significant Geographic Overlap Between Two User Group Models– Geographic Overlap within PeopleSoft’s User Groups– Little Overlap for Special Interest & Industry User Groups

Takeaways

Priorities = Interaction!– Geographic = Interaction + Knowledge/Education– SIGs/IUGs = Interaction + Product Influence

Support Services– Opportunities to Close Gap Between Importance & Quality– #1 Staff Resource/Sponsorship from PeopleSoft– #2 Agenda Development/Speakers– SIGs/IUGs – Web Site+Meeting Logistics+Issue Resolution/Enhancements

Takeaways

PeopleSoft Maintenance $ Breakdown

Action PlanIntegrated User Group Model

User Group Requirements Process

StandardTemplateDocument

Market InputsIndustry SolutionsProduct Solutions

PeopleSoft Staff/Field Operation

Global SupportCenter or

Customer Care

Entered intoRequirementsManagement

SystemInpu

ts Planning &Prioritization

Process

Other...

User Groups

Status Updates/Combine Requests

[RequirementsManagement System]

Feedback - Communications

Impact Analysis

TraceabilityVisibility

Accountability

Commitment to ConsiderRequests in the Next

Planning & PrioritizationCycle

Integrated User Group Model

New Model

New Model – Challenges to Overcome

Resistance to / Uncertainty of Change Increased travel to attend UG events Legal issues (Incorporation) Appropriate Focus – E, E1, W UG Board Integration (Appropriate

Representation Market uncertainty

Where do we go from here?

Analyst Take

What you receive from an independent users group is an uncontrolled message, combined channels for information, and a user led event. What you get from a direct relationship with the vendor is a marketing conference, controlled messaging, and separate channels of communication.

-Kristian Steenstrup, Research V.P. Business Applications

Enterprise One & Enterprise WorldCustomers Evolving Role

Embrace the evolving PeopleSoft ICABUGIS model

Obtain strategic product direction from vendor; tactical information from Quest (other customers)

Take advantage of the focused, undiluted customer to customer experience that Quest provides

Chart your own future and control your own fate!

Utilize access to unbiased information that flows between and among customers

Provide a mechanism for open customer to customer and customer to vendors networking and collaborationEnable sharing of lessons learned and best practices for all phases of implementationProvide an outlet for local user groups to continue focused collaborationContinue polling customers & fill voids that our vendor does not provide

Provide a mechanism to independently evaluate political, economic, global, technical and operational aspects of your implementation

Be the collaborative voice for E1 and World customers

Quest User Group Evolving Role