the value & business case for deploying peoplesoft...

Prepared by:

Session ID:

The Value & Business Case for Deploying PeopleSoft Fluid

Richard George

VP Strategic Solutions

Sierra-Cedar

2017PSFT-101750

PeopleSoft Fluid – Imagine the Value

• Fluid Value

• Fluid Business Case

• Fluid Roadmap

Session ID:

Please complete the session evaluation

101750

Universal design (often inclusive design) refers to broad-spectrum ideas meant to produce buildings, products and environments that are inherently accessible to older people, people without disabilities, and people with disabilities.

https://en.wikipedia.org/wiki/Universal_design

Universal Design - Imagine It

https://en.wikipedia.org/wiki/Universal_design

LARGE SLIDE FOR IMAGE OR GRAPHICREMOVE TEXT FOR USE

Imagine – Apply for a new Job, Anywhere

• PeopleSoft Fluid Candidate Gateway

https://www.youtube.com/watch?v=uhf6rmF-Lk8

Demos:

Video

Voice Over

Closed Captions

https://www.youtube.com/watch?v=uhf6rmF-Lk8

Imagine – Request a Payment, Anytime

PeopleSoft Fluid

Payment Request

https://www.youtube.com/watch?v=Z-unwHtLiYI&feature=youtu.be

Key Features:

Self Service

Easy

Controls

Benefits:

Efficiency & Compliance


Imagine – Easy to Understand UI, Everybody

PeopleSoft Fluid Payable Supplier 360 (AP & AR)


Key Features:

Manage Suppliers

Analyze Exceptions

Ease to Execute

Benefits:

AR DSO & AP Liability


Imagine – Easy to Understand Analysis, Effectively

PeopleSoft Fluid Project

Key Features:

Visual

Specific Analytics

Drill Down

Benefits:

Accelerate Analysis

Imagine This – Decision Making Insights, All the Time

PeopleSoft Fluid Payable Operational Metrics (AP & AR)


Key Features:

Manage Suppliers

Analyze Exceptions

Ease to Execute

Benefits:

AR DSO & AP Liability


Fluid is …

An easy to use, anywhere interface for your organization

In Use, Fully Deployed, PTools 8.56

• Homepages, Pivot Grid, Workcenters

• Dynamic grouplets (Tiles)

• Adaptive layout pages

• Pivot grid search/ SES Search

• Desktop, Tablet or Phone

• Everything built with PeopleTools

• All functions still available in Classic

• Some Pages not Fluid – Classic+

PeopleSoft Fluid UI Technology – Is Here

• Release 9.2

• Tools 8.5x

• Current Images

• Many Hybrid

• Still Loving – Classic• Hard power users

• Heavy reporting

• One UI for not released/features

• Customizations when - Required

Where Are Many PeopleSoft Users

• Fear of unknown

• What’s the payoff

• Yikes, another project

• It won’t work for us

• What about customizations

• It’s too hard

• Our PTools is old

• Confusion on UI• Interaction Hub

• Browsers

• Work Centers

• What is Your Reason?

Why - Isn’t Everyone Using Fluid

Weber's Law states that the change needed to notice a difference between

two stimuli is proportional to the original intensity of the stimulus. The

more intense the stimulus, the more it will need to change before we notice

the difference. If you are lifting ten pounds, you only need a little more

weight added on to notice the difference (1 pound to be exact).

So, what is the difference between PS Classic vs PS Fluid

http://www.appsychology.com/Book/Biological/perception.htm

Weber's Law – to Notice Difference

http://www.appsychology.com/Book/Biological/perception.htm

PeopleSoft Classic - PS 9.2, PTools 8.55

Productivity is about transforming the User Experience

n = 900

3.5Average User Experience Scores


~17%

Oracle Cloud PeopleSoft Classic

Plans For Replacing HR Technologies40% of Organizations are planning to replace or evaluating options

62%

17%21%

68%

13%18%

64%

15%20%

57%

19%24%

4XMore likely to replace a

vendor if User Experience Score is low

WFM SuitePayrollHRMS TM Suite

Replace in12–24 Months

No Change Evaluating

Cloud & PeopleSoft Fluid have an Equal User Experience

n = 980



Note these include combination and hosted environments

Cloud screen shot

Eliminated

Oracle Cloud PeopleSoft Fluid

High TechHealthManu-facturing

Sierra-Cedar 2016–2017 HR Systems Survey

Demographics: All Respondents

Trans./Comm. Utilities

Higher EdFinance Retail Ag. Mining.Const.

16% 15% 14% 14%11% 9% 8% 7% 7%

Other

20.6 Million Employees/Contingents

Avg. number of Employees = 13,551

1,528Organizations

Industries

56%

21%

23%

• Enable budget heads to conduct transactions

• Integration with existing timeclocks

• T&L and AM 3rd Party Payroll• Paperless

• Training changes• Security changes to support

Fluid• PS internal security

• Mobile security

• Minimize customizations

Case Study – Expectations for Fluid Time

Results e.g., Mobile Fluid Web Clock

One of the

benefits for

employees is

an on

demand

summary of

unpaid time.

Case Study – Training, Unified header provides easy access to Home Page, Search, Notifications, Actions List, Nav Bar icons

1 2 4 5

Clicking on the Home icon will

bring you back to your Tiles. 1

Clicking on the Search icon will

enable you to conduct a search using

a keyword.

2

Clicking the Site Actions icon will

give you access to Personalize

your Home Page, My Preferences,

access Help and Sign Out of the

system.

4

Clicking the NavBar icon will give you access to Recent Places,

My Favorites, Navigator, My Preferences and Pagelets. 5

3

Clicking on the Notifications icon

allows you to see notifications

available for action (Ramsey did not

implement).

3

Case Study – Training, Tiles quickly access pages. Simply click

a Tile and you’re at that function.

End users are given access Reports, Pagelets, and specific areas. Users only

see the tiles they have security to access. This screen shows all possible tiles.

Case Study – Training, Users have the ability to

reorder Tiles on the NavBar. To personalize the NavBar, click on the NavBar

icon on the top right Unified Header.

Click the gear icon.

Click the Tile to be moved and drag it to the

location you would like it. For this example, My

Favorites will be moved to the top of the NavBar.

Click done.

My Favorites now appear at the top the NavBar.

12

2

3

3

4

4

1

Option 1 – Skip Images

Option 2 – Adopt Late

Option 3 - Get & Keep Current

Fluid - Business Case (Get Current / Stay Current)

- Upgrade = $360,000 one-time

- Savings = $10,000/month

These organizations are late adopters

Benefits of each deployment are added to the benefits of each previous deployment. Benefits from PS 9.2 are still realized after additional images are deployed

- Shows an upgrade to PS 9.2 in month 0 for $360k

- Skips an upgrade for 72 months, recovers all costs in 36 months then generates a surplus after month 37-72

- Organization gets current in month 73; starts the process over.

- This strategy generates a net benefit to the organization but not the maximum benefit

Skip ½ a Decade – Extremely Late

($1,500)

($1,000)

($500)

$0

$500

$1,000

$1,500

-6 6 18 30 42 54 66 78

THO

USA

ND

S

MONTHS

Breakeven AnalysisSkip (many) Images


- Gets Current in month 37 and shows a faster recovery. Benefits from the first upgrade and then getting current are cumulative.

- Compared to previous, sometimes better/worse but better by period 72

- Generates a bigger benefit but not the maximum benefit

Skip images for years - Adopt Late

($1,500)

($1,000)

($500)

$0

$500

$1,000

$1,500

-6 6 18 30 42 54 66 78

THO

USA

ND

S

MONTHS

Breakeven AnalysisLate Adopter


Applies updates every 6 months

Break even in month 38

Generates the largest benefit

Why - costs are roughly the same to upgrade, but you receive benefits sooner/more

Get & Keep Current

($1,500)

($1,300)

($1,100)

($900)

($700)

($500)

($300)

($100)

$100

$300

$500

$700

$900

$1,100

$1,300

$1,500

-6 6 18 30 42 54 66 78

THO

USA

ND

S

MONTHS

Breakeven AnalysisStay Current

Fluid – Road Map

• PUM is here and solid• Fluid is here and widely adopted• Classic Pages available but support end

• Get current• Create a plan to stay current

• Automated test tools• Assigned responsibilities• Drive to de-customize & adopt new functionality

• Measure your Maturity

• Biggest Impact Areas

• Create “Project” to improve

• Prioritize the Projects• Cost/Benefit

• Organizational Disruption

• Competing Projects

• Dependencies

• Execute

Fluid Road Map – Benchmark

00.5

11.5

22.5

33.5

44.5

5

FeatureAdoption

Communication/Training

Testing

Use ofCustomizations

Number ofInterfaces

Number ofSystems

Maturity Level

• Explicit support from the top

• Business process changes expose existing deficiencies

• Shadow practices

• Pushing back on HR “mission creep”

• Accountability: budget unit heads not always approving payroll

• Pilot groups/phased deployment

• ID departments with many types of workers

• ID departments who can help champion the project

• Several pay cycles between pilot groups

• Policy clarifications– e.g., allowable locations, where can employees punch in/out

Functional – Lessons Learned

• Geo-tagging (GT) of punch in/out configuration, support mobile• Minor network updates improved accuracy

• Allow time for system stabilization

• Verify functionality works as expected

• Security profiles, role settings for both Classic and Fluid

• Dev, Test, Prod environments not in sync

• Keep a “Gold” environment

Technical – Lessons Learned

• Training did indeed decrease

• Users do find it easier to use

• Help Desk calls reduced

• Transactions take less time

• Users spend more time in the system

• User engagement scores, dramatically increased

Results vs. Expectations

• Include it with an upgrade vs. a separate project

• Communicate with your users• Tell them what is coming

• Set up training kiosks, videos, presentations, small meetings

• Seek their thoughts & opinions

• Training for initial deployment, then back down

• Deploying Mobile, train on multiple form factors

• Geotag transactions• Create new Tiles• Do it now, keep current

20-20 Hindsight

• Converting a classic component to a fluid component takes time/thought• Spend time analyzing UI requirements, design options, considerations • Some functions are not meant for the small form factor• Some app elements must be analyzed/adjusted, such as page layout• Some app elements like PeopleCode logic, can be re-used with little/no

change• Does a component need to change for different form factors• Should a component leverage a device capability, e.g., GPS, camera, etc.• Could a component use PeopleTools features, e.g., Pivot Grids, Related

Actions• Keep a copy of the Classic Component• Keep Current, e.g., Converting Classic PIA Components … Document #

1984833.1

Overall - Lessons Learned

• Develop & Share Your Strategic Vision

• Evaluate Your Options

• Document Your Systems Strategy

• Create Detailed Technology Roadmap

• Execute, Execute, Execute

Next Steps – Take Action

38This document was prepared for the exclusive use of the designated recipient and contains proprietary and

confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is

prohibited.

Employees

Thousands

of Years of

Experience

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Host & Managed Services

Infrastructure Services

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Research

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Delivering industry-focused client success by providing consulting, technical, and managed services

for the deployment, management and optimization of next-generation applications and technology.

Industry FocusCommercial

Healthcare

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Justice & Public Safety

Sierra-Cedar Fast Facts

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HR Systems Survey &

Research

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