PeopleSoft Applications and Technology Strategy and Roadmap The Making of a Modern Solution Marc Weintraub Senior Director, Product Strategy PeopleSoft June, 2015 Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only.
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PeopleSoft The State of PeopleSoft Used by the Largest Public and Private Organizations Most Widely Deployed HCM Solution on Earth 6,000 Customers Worldwide Net-New Customers Added Every Year High Support Renewal Rate 43% of Active Customers On/Going to PeopleSoft 9.2 3,000+ New Features Delivered Since Acquisition Continued Investment and Innovation 3
Your Challenges Drive Our Investment Strategy Biggest Challenges are Two Sides of the Same Coin Need a modern solution that is intuitive and simple to use. Too hard to keep the solution that is intuitive and simple to use, modern. 4
Investment Strategy Enable Your Organization to Succeed and Thrive by Making PeopleSoft Intuitive Powerful Easy 2015 2016 2017 2018 2019 2020 An Intuitive, Simplified User Experience on Any Device Process-centric, Analytic Driven Capabilities Multiple Updates a Year, Adopted at a Low Cost w/o Upgrades PeopleSoft Fluid User Interface Deep, Robust PeopleSoft Features PeopleSoft Selective Adoption 5
An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface Role Based Homepages Interactive Tiles Responsive Design Free Text Search Effortless Navigation Personalization Dynamic Alerts Contextual Actions Built-In Analytics Guided Self-Service 6
An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface What Is It PeopleSoft Mobility on Any Device New Online Desktop Experience Native Tablet/Phone Experience Optimized Across Multiple Form Factors HTML5/CSS3 PeopleSoft Pages End User Personalization Single, Merged Solution Across PeopleSoft Why You Care Simple and Intuitive to Use Lower Training Costs Easy to Provision and Deploy Seamless User Experience Across Platforms Consistency Across PeopleSoft and Oracle Uses Existing PeopleSoft Tool Set Delight Your PeopleSoft Users 7
User Experience is Just the Tip of the Iceberg PeopleSoft Fluid User Interface Leverages Existing Investment User Experience is the Visible Part Your Solutions but Not the Only Part Get a Better User Experience with a Proven, Complete Solution Mitigate Risk and Reduce Costs by Leveraging Your Existing Solution Get a New Solution for Less Visible Solution Underlying Solution User Experience Functionality Business Logic Master Data Configuration Security Infrastructure 8
PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM Non Exhaustive HCM Manager Self-Service Homepage My Team View and Analytics Guided Self-Service Team Time View Team Performance View Performance Status View Team Learning View Learning Compliance View Open Jobs View Employee Self-Service Homepage Personal Profile View Talent Profile View Total Rewards and Benefits View Time View and Entry Company Directory My Performance View Absences View and Entry My Learning View Approvals FMS/SCM Purchase Requisition Travel Authorization Employee Status Reporting Expense Reporting Project Time Entry Approvals 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 Overdrawn Account View Liquid Position View Investment and Debt Mix View Copyright 2015 Oracle and/or its affiliates. All rights reserved.
PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM Non Exhaustive HCM Expanded Guided Self Service New Manager Self Service Transactions HR Manager / Representative Center Mobile Candidate Gateway Mobile Learning Payroll Employee Self Service Matrix Organization Self Service HR Help Desk Case Creation Enhanced Profile Self Service Time and Attendance New Timesheet Payroll and Time Admin Centers Employee Side by Side Compare HR Representative Analytics Benefits Enrollment Analysis Absence Administrator Analytics Hours by Employee Analysis Ad-hoc analysis in key components FMS/SCM epro Self-Service Receiving Mobile Line Level Approvals Expanded Mobile epro PO Acknowledgement Supplier Surveys Financial Operations Homepages Financial Productivity Visibility Execution of Cash Movements Mobile Payment Request Mobile Grants Mobile Financials Profit and Loss for the Period Expenses vs Budget Top Departmental Expenses Revenue vs Forecast Item Collection Days Invoice Cycle Times Payables Time to Discount Copyright 2015 Oracle and/or its affiliates. All rights reserved.
Let s See It! PeopleSoft Fluid User Interface Demonstration Mobility Homepages Responsive Design Personalization Built-In Analytics 11
See It For Yourself! PeopleSoft Fluid User Interface Videos Getting Started with PeopleSoft Fluid User Interface Watch Video Feature Overview and PeopleSoft Talks on the PeopleSoft YouTube Channel PeopleSoft Fluid User Interface Concepts Click Images For More Information PeopleSoft Fluid User Interface Experience in HCM PeopleSoft Fluid User Interface Experience in FMS/SCM 12
Your Challenges Drive Our Investment Strategy Biggest Challenges are Two Sides of the Same Coin Need a modern solution that is intuitive and simple to use. Too hard to keep the solution that is intuitive and simple to use, modern. 13
Traditional Delivery, Upgrade Driven Adoption Long Time to Get New Functionality to End Users Customers Upgrade Every 4-6 Years Customer A Goes Live on PeopleSoft 9.0 Customer A Goes Live on PeopleSoft 9.2 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 PeopleSoft 9.0 PeopleSoft 9.1 PeopleSoft 9.2 Oracle Delivers Major Releases ~Every 3 Years 14
Traditional Delivery, All Changes All the Time Disruptive, Costly, Slows Time to Value PRIOR TO PEOPLESOFT 9.2 Creates Changes Packages Changes CUSTOMER Consumes Changes CUSTOMER CUSTOMER CUSTOMER Oracle Packages Changes That All Customers Use 15
Traditional Delivery Impact to You and Your Organization Your Previous Life as a Customer Steady state was not conducive to IT/line of business interactions Requests for new functionality generally delivered through customizations Too much money and time spent on maintenance yet always seemed behind Upgrades were disruptive and costly with few new features 16
Changing the Model PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager Get New Features without Upgrading, Ever Take Only the New Features You Want, When You Want Delivery of New Features 2 3 Times a Year Maintenance Changes Automatically Included 17
Selective Adoption, Continuous Delivery New Features without Upgrades Customers Adopts the New Features They Want, When They Want Customer A Goes Live on PeopleSoft 9.2 Customer A Adopts New Features 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 PeopleSoft 9.2 New Features Learn more at the PeopleSoft Update Manager Home Page on My Oracle Support [login required] Oracle Delivers New Features 2 3 Times a Year 18
Manage Change on Your Terms PeopleSoft Update Manager WITH PEOPLESOFT 9.2 Creates Changes CUSTOMER Packages Changes CUSTOMER Consumes Changes CUSTOMER CUSTOMER CUSTOMER Customers Package Changes Tailored to Them 19
Manage Change on Your Terms Lifecycle Management with PeopleSoft Update Manager 2 Customer uses PeopleSoft Update Manager to generate tailored Change Package Customer s PeopleSoft Environments 3 Customer uses Change Assistant to apply tailored Change Package Development Virtual Machine Change Assistant Staging/Test 1 4 Customer periodically downloads latest fully patched PeopleSoft image from My Oracle Support Customer Tailored Change Package Customer applies customization once to tailored Change Package Production 20
Selective Adoption, Continuous Delivery Impact to You and Your Organization Your Future Life as a Customer No more upgrades! IT is more collaborative and responsive to the business needs Quicker delivery of new features Delivered mobility and a simplified user experience Better use of budget Oracle and your IT department are more responsive 21
Your Challenges Drive Our Investment Strategy Biggest Challenges are Two Sides of the Same Coin Need a modern solution that is intuitive and simple to use. Too hard to keep the solution that is intuitive and simple to use, modern. 22
Process-centric, Analytic Driven Capabilities Deep, Robust PeopleSoft Features Process Execution Information Delivery Functional Depth Activity Guides Train Stops Guided Self-Service Pivot Grids Dashboards Configurable Analysis Framework WorkCenters Business Process Weaver Regulatory Compliance 23
Delivered New Functionality Today s PeopleSoft HCM Performance Management WorkCenter Mid-Period Performance Evaluations Life Events Using Activity Guides Paycheck Modeling Learning Dashboard with Social Capabilities Revamped Recruiting Application Process Recruiting Dashboard Global Payroll Monitoring Desktop Integration with Absence Management Reconfigured Time Reporting Bi-Directional Integration with Taleo Mobile Applications (Company Directory) ERP Multiple WorkCenters (Billing, AP, Contracts, Staffing, Buyer, Supply/Demand) Visualization of Customer, Supplier, Work Order, and More... Streamlined Expense Reporting Operational Reporting Dashboards Improved Reconciliation Controls Cash Position with Transaction Pipeline New Search Centric eprocurement Supplier Self Service Onboarding Advanced Project Pricing and Rates Staffing Industry Productivity Pack Mobile Applications (Approvals, Expenses, Requisitions) COMMON Global Search using SES New Style Sheet Dynamic Menu Breadcrumbs Actionable Operational Analytics via Pivot Grids Updated Charts REST PeopleSoft Update Manager Non Exhaustive Oracle Stack Optimization TimesTen Support Data Migration Workbench Using Application Data Sets Copyright 2015 Oracle and/or its affiliates. All rights reserved.
Ongoing Innovation and Investment PeopleSoft Roadmap Planned Delivery of New Applications Features 2 3 Times a Year PeopleSoft 9.2 New Features 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 PeopleTools 8.54 New PeopleTools Release Learn more at PeopleSoft Planned Features and Enhancements on My Oracle Support [login required] Planned Delivery of New PeopleTools Releases Every 12 18 Months 25
PeopleSoft Roadmap Ongoing PeopleTools Investments Non Exhaustive PeopleSoft Fluid User Interface Information Delivery PeopleSoft Test Framework (PTF) Interactive Grouplets Timeline Charts Multi-Browser Support Related Information Pane Sorting of Facet Values Layout Validation Render Activity Guides Embedded Help in Fluid UI Pivot Grid View Application Data Sets Intuitive Support External Content in Grouplets/Tiles My Preferences Framework Allow Multiple Named Views to be Saved Multiple Pivot Grid Views on Same Page Enhanced Compare/Validation User Interface Improve Back-End Compare Performance Powerful Easy Grouplet Wizard Branding Improvements Animations/Transitions Clear Field Action PeopleSoft Update Manager Revised/Consolidated Shopping Cart Search Indicate Customization Impact with Search Integration with PTF for Test Coverage Assessment Level of Maintenance Indicator Support Application Upgrades Health Dashboard Display Self-Service Reporting Scheduling Status in Notifications Mask Formats in Detailed View Comparative Analysis with Multiple Y-axis and Labels Support for CompositeQuery within Pivot Grids Simplified Query Generation from a Component Support Jobs in Partition Scheduling Self-Service Reporting Scheduling and Monitoring Enhancements Provisioning ACM improvements Virtualization Templates Redesign for Any OS with Built-in Dynamic Scaling Security Servlet filter to Protect Against XSS Attacks Re-authenticate on Save Increase Password lengths Materialized View Support IBM DB2 and Microsoft SQL Server Oracle In-Memory Database Support Greater Integration Exposing CIs as REST Services Inbound File Chunking Oracle Policy Automation 12c Integration 26
Information Delivery Simplified Analytics End user created analytics Context based analytics Pin analytics to homepages Publishable analytics 27
PeopleSoft Cloud Deployment PeopleSoft For Modern Business Fluid User Interface Selective Adoption 1 2 Responsive Page Design PeopleSoft Update Manager (PUM) Pivot Grids and Simplified Analytics Global Search Continuous Release Model PeopleSoft Test Framework (PTF) Related Actions 3 Cloud Deployment Automated Configuration Manager (ACM) Cloud Deployment Architecture (CDA) Virtualization Support
Cloud PeopleSoft Cloud Deployment Leveraging Datacenter and Lifecycle Innovation Web Based Access PeopleSoft Developer PeopleSoft User Build, Configure, Deploy PeopleSoft Instances from Delivered Templates Administrator Analyst Manage PeopleSoft Application Cluster Lifecycle PeopleSoft Cloud Platform Multiple Virtual Tenants PeopleSoft DEV Instances PeopleSoft QA Instances PeopleSoft PROD Instances Integrate with Selective Adoption for Application Updates Automated Image Provisioning Public/Private/Hybrid Cloud Infrastructure (IaaS) Compute, Storage & Network Services Support for Multiple IAAS Providers and Cloud Platforms
PeopleSoft Roadmap Ongoing PeopleSoft HCM Investments Non Exhaustive Expansion of Guided Self Service Onboarding/Offboarding Matrix Teams HR Administrator Review/Edit Configurable Guided Process via Activity Guide Manager and Employee Self Service Attachments and Configurable Fields Workflow Approval by Individual Step Manager Creates Dotted Line Relationships Additional and Non-Job Data Transactions Alerts and Notifications Visualized in Company Directory Intuitive Position Management Integration HR Administrator Homepage External Non-PeopleSoft Steps Mobile Learning Benefits Administration New Open Enrollment Time and Labor Employee Information Search, Enrollment, and Training Execution Auto Enrollment Guided Processes and Checklists Payroll Employee Self Service Employee Presence Monitor Powerful Review Transactions Adoption of New Notifications Framework Employee Side by Side Compare For Managers For HR Administrators Employee 360 View Mobile Paycheck Direct Deposit Enhancements Online Updatable State W4 s Payroll WorkCenter Expansion Time and Attendance Streamlined Processes for Administrators Expansion of Mobile Approvals Additional Analytics Manager Team Analytics HR Administrator Analytics Absence Administrator Analytics Payroll Administrator Analytics Easy Centralized Employee Information Role Based Views View Multiple Jobs Mobile Recruiting Guided Process Optimized for Mobile Devices Time and Labor Auto-enrollment Position Management Position Request/Creation Self Service Integration to Job Data Workflow Approval Integrations HCM Cloud and PeopleSoft Payroll Integration HCM Cloud and PeopleSoft Time and Labor Expansion of Existing Integrations Enhanced PeopleSoft Time and Labor and Absence Integration 30
Functional Depth HR Administrator Home Page * Mockups Subject to Change 31
Functional Depth HR Administrator Home Page My Organization Homepage * Mockups Subject to Change 32
Process Execution Onboarding / Offboarding List of Steps Include any transaction in the flow PeopleSoft transactions Setup or Admin Pages Employee Self Service Non-PeopleSoft transactions www.irs.gov/pub/irs-pdf/fw4p.pdf www.yourcorporatetravelsite.net * Mockups Subject to Change 33
PeopleSoft Roadmap Ongoing PeopleSoft ERP Investments Non Exhaustive Operational Efficiencies Greater Supplier Lifecycle Management Additional Analytics Intuitive Powerful Easy Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation) Business Onboarding Activity Guide Chart of Accounts Request Collaboration Automate Expense Amortization Bank Reconciliation Expansion Open Period Maintenance Expanded Mobility Credit to Cash Homepage Supplier Self Service in esettlements Customer Self Service in ebill Payment Receiving Inventory Management Expanded Guided Financial Requests Greater Visibility Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework Financial Balances Hierarchy Expansion of Mobile Approvals Supplier Collaboration Expansion Supplier Change Requests Supplier Portal Enhancements Supplier Qualification Management Cash Management Overdrawn Account View Liquid Position View Investment and Debt Mix View Available Balance v. Forecast by Bank View Take Actions to Simulate/Move Funds Simulate Financial Position In-Memory Financial Close Analyzer Expansion of In-Memory Financial Position Analyzer and Financial Allocations Analyzer Side by Side Simulation Compare Actionable Simulation Analytics Imaging Capture and Processing using WebCenter Expenses vs. Budget Top Departmental Expenses Revenue vs. Forecast Top Businesses by Revenue Profit and Loss for the Period Invoice Cycle Times Payables Time to Discount AP and AR Productivity Visibility Item Collection Days AR Write-Off vs. Collections Strategic Sourcing Metrics Oracle Transaction Business Intelligence Actionable Insights Pre-delivered Analytics Expansion of Global Accounting Capabilities CNAO2 and Golden Tax Integration for Joint Ventures in China VAT Withholding Updates 34
Information Delivery Additional Analytics for Payables Operations Copyright 2015 Oracle and/or its affiliates. All rights reserved.
Functional Depth Manage the Period Close Through the Close WorkCenter Move sub-ledger activity Manage open periods Suspense account reconciliation Open item reconciliation 36
Know the Roadmap and Plan Accordingly PeopleSoft Planned Features and Enhancements Learn more at PeopleSoft Planned Features and Enhancements on My Oracle Support [login required] Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 37
Today s PeopleSoft Continued Investments Are Making Today s PeopleSoft... Intuitive Deliver mobile solutions Reduce training costs Expand self-service Mobility and intuitive usability via PeopleSoft Fluid User Interface Global search powered by Oracle Secure Enterprise Search Simplified navigation using contextual related actions Powerful Intuitively execute business processes Quickly make informed decisions Effectively perform role based tasks Processes oriented Activity Guides and Train Stop visualization Embedded, actionable analytics through PeopleSoft Pivot Grids One stop, centralized work cockpits for business users in WorkCenters Easy Avoid costly upgrades Stay current for less Lower operating costs Leverage new capabilities without upgrading via PeopleSoft Selective Adoption Take only the changes you want, when you want using PeopleSoft Update Manager Operate and scale effectively and cheaply leveraging Oracle technology 38
Get Connected and Stay Informed Key PeopleSoft Information Sources PeopleSoft Information Portal PeopleSoft YouTube Channel Social Media @PeopleSoft_Info Oracle PeopleSoft Page Oracle PeopleSoft Development Group Blogs Click Images For More Information 39
PeopleSoft Applications and Technology Strategy Key Points The State of PeopleSoft is Strong Investment to Address Your Challenges Continued Investment in PeopleSoft 40
Questions and Answers Copyright 2014 Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 41