top 10 reasons to upgrade your peoplesoft hcm application to 9.2

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h t t p : / / w w w . b e a s t u t e . c o m

Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2

Presented By: Arvind [email protected]

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Agenda

2 Astute Business Solutions

•Introductions and Overview

•PeopleSoft 9.2 – A significant new release

•High Impact Features in HCM 9.2 / Tools 8.53

•Don’t Just Upgrade – Transform

•Top 10 Reasons to Upgrade to HCM 9.2

•Plan Your Upgrade with a Health Check

•Q&A – Next Steps

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Speaker Bio


Arvind Rajan•Co-Founder and PeopleSoft Practice Lead at Astute Business Solutions

•PeopleSoft Solution Architect with 15 years of experience in implementing, upgrading and managing PeopleSoft applications

•Experienced in PeopleSoft HCM, FSCM, CRM, EPM, CS and Portals for Healthcare, Higher Education, Financial Services, Distribution, Manufacturing, Professional Services and Non- Profit organizations

•Recent speaking engagements include Oracle Open World, Quest Midwest, DMUG, NorCal RUG, Collaborate and many others.

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PeopleSoft 9.2 – A significant new release


•IDC Report: PeopleSoft Leaps Forward with Impressive 9.2 Release

•10 major Innovations in PeopleSoft 9.2 (Oracle PeopleSoft Apps Strategy Blog) like Actionable Analytics, WorkCenters and Dashboards, Navigation with Search and Related Items

•Simpler and Intuitive, Lower TCO

•Mobile Solutions for HCM and FSCM 9.2

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Oracle’s Long Term View on PeopleSoft


PeopleSoft 9.2

2013 2014 2015 2016 2017 2018 2019

9.2 Feature Packs

PeopleSoft 9.3

Ongoing Delivery ofOff-Cycle capabilities

NOTE: Information shown here is subject to change by Oracle

PeopleTools Releases & Feature Packs 12-18 months

Major ReleasesEvery ~3 Years

PeopleTools 8.53

PeopleSoft 9.4

9.3 Feature Packs 9.3 Feature Packs

PeopleTools 8.54

PeopleTools 8.55

PeopleTools 8.56

PeopleTools 8.57

PeopleTools 8.58

PeopleTools 8.59

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What should you expect from 9.2?


• Secure Enterprise Search with Related Content Actions, Reduced customizations, PeopleSoft Interaction Hub and more

• Delivered mobile solutions for Expenses, Requisitions, Approvals, Company Directory and a standards-based platform to extend other parts of PeopleSoft to mobile

• Close knowledge and process gaps with activity guides, Higher compliance with US and International regulations like GAAP, IFRS, SEPA

Improved User Experience

Mobilized and Integrated Platforms

More business value

• User productivity increases, from WorkCenters, Access to timely and faster information through Actionable Operational Analytics, improved PeopleSoft Update Manager etc.

Increasedcost savings

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9.2 HCM and ELM – High Impact Features


Functional Area High Impact Features and Enhancements

Absence Management Outlook Integration - Logging into PeopleSoft HCM is no more necessary to manage absence requests, thus can be managed on the go.

Benefits 508 Compliance, Life Events Guided Process, Benefit Enrollment Statistics

Talent Managementand CG

Redesigned Candidate Gateway with Guided Navigation, new homepage, Pivot Grid analysis, Flex Hiring and JO processes, JO 360 and Applicant 360

Core HR and Compensation

Enhanced Smart HR, Head Count Pivot Grids, Enhanced Profile Management, Job change in Open Compensation cycle, Pivot Grids for analysis and comparison of salaries, Compensation History

ePerformance Configurable, standardized work center, reduced costs, mid-period review, Outlook integration, integration to career and succession planning

NA and Global Payroll

Faster administration with Global Payroll and Absence Monitor, Departmental Analysis using Pivot Grids, Flexible Monitor Configuration, Enhanced Integration with Financial Gateway, SEPA Compliance, Paycheck Modeling

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Interaction Hub for 9.2/Tools 8.53 - Example


Search – Quick search on JO’s and Applicants (configurable)

From a single company branded home page, users can access any

transaction across HCM, ELM, and HR HelpDesk.

Through the latest version of

PeopleTools, is available to all

customers without the need for any additional license

A configurable end-user

experience with

embedded help

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Recruiting Dashboard - Example


My Job Openings – Role based view for

recruiter in this example

Search – Quick search on JO’s and Applicants (configurable)

My Alerts – Real-time

alerts on my jobs and

applicants

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Tools 8.53 – High Impact Features

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Astute Business Solutions

Technical Area High Impact Features and Enhancements

PeopleSoft Search Framework

Faster and powerful keyword-based search results at Application level with pre-configured indices, facets and related actions, Component Level keyword search

Lifecycle Management

PeopleSoft Update Manager – Staying current was never so easy

Data Migration Workbench – manages migration of configuration data with numerous checks and approvals

PeopleSoft Test Framework – Significantly enhanced

Security Administration

Secure by Default initiative – salt-enabled user passwords,

Embedded Help Configurable page specific help (instructions) to speed up tasks, New Online Help with embedded media and interactivity BPM’s

Reporting and Analysis Enhancements

Redesigned Reporting Console and My Reports Pagelet, Chart and Pivot Grid enhancements

User Interface New look and feel, Related Actions/Content, WorkCenters, Dashboards, Activity Guides

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Don’t just upgrade - TRANSFORM

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• “Help me cut costs and streamline operations.”

• “I need to adapt to changing business conditions.”

• “We need to timely access to business information to make better and informed decisions.”

• “My business needs to be secure, available and protected.”

• “We must achieve stated business results.”

• “We need a single global instance to consolidate our international business units.”

• “We need an agile system that helps us compete and be responsive to our customers, suppliers and employees”.”

• “We must reduce our carbon footprint and move to more online automated processes from current paper-based ones.”

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What is your business telling you?

Address your Business Needs with 9.2

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Strike a Balance (If you can)

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•Balancing business priorities with existing projects and support:

•A common theme across most organizations

•Tactical needs overtake strategic priorities,

•Business priorities supersede optimization efforts

•Lack of resources or knowledge internally to discover and take advantage of new release features that add business value

• Upgrade and Transform• Extend and Integrate• Optimize and Tune

• Manage IT Spend• Support Existing Apps• Manage Change

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• Make recruiting, hiring and onboarding seamless and reach out to right talent with the right message.

• Reduce overheads and increase response times by rolling out PeopleSoft self-service and mobile applications

• Use 360 degree view to get full visibility into employee training

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HCM and ELM –

Use 9.2 to Extend and Integrate

•Use 9.2 to improve your Financial Control and Reporting Business Processes•Extend Financial Audit Framework to track changes to supplier core data

Financials

•Extend and integrate with suppliers through SRM•Leverage pre-built Operational Analytics/Metrics

Supply Chain

Portals – Push information to your employees and communities within your organization in real time. Give them a platform to collaborate and share.

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HCM 9.2 Features and Innovations

that can TRANSFORM

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• What– A search experience that functions similarly to the

internet– Can span multiple apps– Enables users to transact on search results– Facets to narrow result sets,

• How

– Delivered as well as configurable search indexes

– Driven by user security access

– Enterprise wide Related Actions feature

• Transformation Note/Analysis

– Many enhancements feature in 9.2

– Application level (in 9.1) to Enterprise Wide (in 9.2)

– Initiate business processes from search results

– Productivity increase

#10 – Global Search HCM


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• One stop access to Alerts, Applicants, Job Openings, Interview

schedules – Better user experience

• Quick Search Links within the Dashboard – Saves time and effort

#9 – Improved Recruiting Solution


What• Recruiting Dashboard brings together Candidate

and Job Opening Data

• Job Application using Train Stops, Password

Controls, Recruiting Pivot Grids

How• New Welcome screen for candidate with the

option to customize welcome message.

• Enhanced Job Search functionality for applicant

• Step by step navigation that guides the applicant

through the application process when applying for

a job

• Embedded Analytics like Time-to-Fill right on the

dashboard page – Actionable Information

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• Performance Management Workcenter lets the manager view performance document in a easy to use,

flexible and configurable page

• Define Goals/Objectives and Rate or Comment them

• Create mid period check points on the performance documents to initiate Employee-Manager discussions

#8 – ePerformance


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• Deployed with security, No end-user training necessary

• Improved user satisfaction, increased application/tools

leverage

#7 – Integrated Compensation Management


What• Reporting and Analytics

capabilities of pivot grids

embedded with transactional

pages

• Open Comp Cycle Changes

• Improved usability for Ad Hoc

Salary Change

• Comp History with embedded

charts

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• Empower users while maintaining data security

• Interactive

• No need to export data for further analysis

#6 – HCM Analytics


What• Delivered Pivot Grids

• Easily configurable new grids

• Access, view, analyze, drill down, take

action

• Standard Reports

• OBI Analytics

• Embedded Analytics

• Includes transactional analytics

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HCM Analytics - Example


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#5 – Learning Dashboard


Transformation Note/Analysis• ELM 360 degree view

• Learning Pivot Grids

• Enhanced ELM/HCM Integration

• What• Learning Homepage

• Intuitive Learning Search

• Enhanced Self Service

• Activity Guides

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• What

– PeopleTools 8.52 is certified on the Safari

browser on an iPad running version 4.2 or

later

– Ability to user dashboards and workcenters

on your iPad

– No need to wait for development of a native

iPad App

• How

– Access almost any transaction that can be

accessed on a desktop


– Portability enhances acceptance,

productivity, user experience

#4 – Mobile Capabilities


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• What

– As simple as entering a self-service absence

request using PeopleSoft

– Enables you to manage personal and absence

events all in one single calendar

– Time reporting reconfigured

• How

– Request and view status of an Absence Request from

within Outlook

– View current balance in Outlook

– Delivered Dynamic Display definition – can be configured

to meet business needs


– Brand new in 9.2 – Much awaited feature

– Request and view status of an Absence Request from

within Outlook

#3 – Outlook Integration


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• What

– Allows employees to calculate ‘what-if’

scenarios related to their paycheck

without updating Production tables

– Configurable by paygroups, time

allows for updates, and specific

earnings deductions etc.

• How

– With a highly intuitive user interface

– System validations in place even while

modeling

– Pulls in real-time employee pay data

and brings our estimates with drill

down capability

#2 – Paycheck Modeler


• Transformation Note/Analysis• Brand new in 9.2 – Much awaited feature

• Empowers employees with ability to plug in scenarios before

making payroll changes

• Reduces workload on Support Centers and Help Desks

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• What

– Based on Tools 8.53 feature, Activity Guides

– Supports end-to-end HR and Benefits Business

processes

– 4 delivered Activity Guides

• How

– Step-by-step action links guide user to implement

benefit life event to their profiles

– Actions could allow for updates to PS pages,

custom pages or external website pages

– Ensures uniform compliance, data integrity


– Newly transformed feature in 9.2 – Much awaited

– Empowers Self Service capability for better

employee experience

#1 – Benefit Life Events


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Upcoming Events on PeopleSoft HCM 9.2

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Topic Date

PeopleSoft HCM 9.2 Upgrade Health Check

August 7th 2013

Live Demonstrations of HCM 9.2/Tools 8.53

At RECONNECT Conference, July 23-25, Chicago, IL

PeopleSoft HCM 9.2 Upgrade in 4 weeks or less – Astute Labs

Jun 7th 2013

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Want more? Additional Resources on PeopleSoft HCM 9.2 are available at

Guides and Fact Sheetshttp://beastute.com/resources/guides-and-fact-sheets

HCM 9.2 eBook containing analysis of 9.2 features and transformationshttp://beastute.com/fscm-ebook-sign-up

Oracle Blogs – PeopleSoft Technology Blog and PeopleSoft Apps Strategy Blog – https://blogs.oracle.com

Oracle PeopleSoft Channel on YouTube - http://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

FAQ’s on PeopleSoft Test Framework in PeopleTools 8.53http://beastute.com/sites/default/files/guides-fact-sheets/FAQ-PeopleSoftTestFramework_0.pdf

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http://beastute.com/resources/guides-and-fact-sheets



http://beastute.com/fscm-ebook-sign-up



https://blogs.oracle.com/

https://blogs.oracle.com/

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

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

http://beastute.com/sites/default/files/guides-fact-sheets/FAQ-PeopleSoftTestFramework_0.pdf



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PeopleSoft 9.2Upgrade Planning and Approach

with a Health Check

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Approaching your Transformation

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•Maintenance/Support Fatigue?

•Upgrade Nightmares from the past?

•Budgetary Challenges?

Business Readiness

•Is your platform scalable?

•Do you need to upgrade hardware/software?

•Are you ready to support new tools and technologies?

IT Readiness

•Do you know what’s coming in 9.2?

•Do you have a roadmap to get there?

•How can you help business and IT cope with the change?

Change Management

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A brief guide to navigate the maze of options

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•What are some of the new features in 9.2?

•How can your organization benefit?

•When should you upgrade?

At a glance

•9.2 - What’s been added / deleted / changed?

•Would you like to compare 9.2 with 9.1? 9.0? 8.9?

•Will 9.2 solve your current problems? How can you find out?

•What do you need to do to prep for this upgrade?

•What are some dependencies that you should address?

In-depth

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The Road(map) to Transformation

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•Review current implementation, configurations and code •Review pain points – what’s working and what’s not•Review wish lists – must have, nice to have

Business Needs Analysis:

The Health Check for to 9.2 is a low-cost, actionable examination of the three areas critical to any upgrade project:

•What can we transform as part of this upgrade? •How do we enable Business and IT to manage this change? •Do we have executive sponsorship?

Organizational Analysis:

•Infrastructure Upgrade? What’s required? •Code retrofit and migration – what’s involved? •New toolset – Portals, Web Services, Social, Collaboration – what should we look at?

Technology Analysis:

For details, please visit http://beastute.com/services/strategic-consulting/health-check

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Jump Start your Transformation with a 9.2 Health Check Assessment

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• High-level assessment of current state including technology, process and business needs

• Broad-stroke view of upgrade plan, challenges, and risksWHAT?

WHY?

WHEN?

• Jump-start your upgrade planning efforts

• Get data points to support the “transform” approach

• Do it now – get a head start

• Get a summary upgrade roadmap tied to your business goalsand IT initiatives

• Get clearly defined next steps to achieve stated goals

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Jump right in! Get a 9.2 Sandbox

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•Take it for a test drive and checkout new features

•Consult with our experts - we can prototype new release features mapped to your business requirements and showcase them to you

•See it in action – we can configure the Sandbox to mimic some of your processes and showcase them to you

We have 9.2 up and running –get your own instance provisioned instantly by Astute today

•For details, please visit http://beastute.com/solutions/astute-labs

•Visualize your organization on 9.2 - We can design, prototype, test and demonstrate new release features as part of your Lab Upgrade and give you access to test it online

Consider a Lab Upgrade – Save time and money and let our experts do the heavy lifting for you

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• Q&A


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Company Profile

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•Corporate Overview

• Oracle Partner – Focused on PeopleSoft, Oracle EBS, OBIEE

• Experts and Leaders - in PeopleSoft HCM, FSCM, CRM, EPM, Portals, Campus Solutions and ESA

• Clients and Operations in USA, Canada, Middle East and India

• Global Delivery Model

Who we are

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Competency Overview•Upgrade – Experienced in 8.x and 9.x upgrades, Tools Upgrades•Implementation – New Implementations, Global Rollouts, Multi-currency, Consolidation•Support – 24x7 Application Support – Functional, Technical, Development•Assessments– Security, Upgrade Impact Analysis, Health Check, Architecture and Sizing•Process – Process Optimization and Performance Improvement

About Astute Business Solutions

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Human Capital Management PeopleSoft Expertise

CRM

CampusSolutions

Customer Relationship

Management

Implement• Configure, Enhance• Extend, Integrate

Maintain• Upgrade• Support

Transform• Process• Performance

Consult• Analyze• Recommend

Augment• Temporary Staffing• Contract to Hire

Financial and Supply Chain Management

Portals

top 10 reasons to upgrade your peoplesoft hcm application to 9.2

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