PeopleSoft Northwest RUG...PeopleSoft and Oracle Cloud Now is the right time to understand and...

PeopleSoft Northwest RUG Keynote Presentation with Oracle

May 23, 2017

Your Presenters

Marcus Bode Managing Director

mbode@spearmc.com (415) 509-1151

Application Focus: PeopleSoft, Oracle Cloud IaaS/PaaS and SaaS “Fusion”

Vertical Focus: Financial Services, Healthcare, Research, Utilities, Public Sector

My role at SpearMC: Product Development, Oracle-PeopleSoft Evangelist, and Chief Customer Satisfaction Officer

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Founded in 2004, SpearMC is a technology and professional services firm specializing in

PeopleSoft FSCM, HCM, ESA

PeopleTools Development and System Administration

PeopleSoft Test Framework

Oracle Cloud ERP and HCM

Oracle Business Intelligence

PeopleSoft Training

Project Management

Oracle Public Cloud

QA and Test Automation

NetSuite and Host Analytics

© 2017 SpearMC Consulting

About SpearMC

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We focus on local market delivery and capability

development in line with industry focus areas unique to the regions we serve.

Dedicated to Pacific Northwest since 2010. Offices and leadership in Portland & Seattle.

Our local and well-connected network of top-tier

business analysts, technical leads, developers and project managers keep travel cost to a minimum.

© 2017 SpearMC Consulting

About SpearMC

© 2017 SpearMC Consulting

To Cloud…or not to Cloud?

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• It’s May 2017…your organization faces comprehensive technical and business

challenges to assess, select and deploy PeopleSoft cloud strategies.

• The Promise of Enterprise Cloud

• Better use of Internal Resources

• More rapid response to changing business models

• Lower capital and operational expenses

• Fewer Operational Issues

• More Secure, Better Performance, In Compliance

© 2017 SpearMC Consulting

Keynote Topics

PeopleSoft to Oracle Cloud Options.

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Oracle SaaS: Planning for a Successful Migration to Oracle Cloud ERP or Cloud HCM

Oracle IaaS/PaaS: Planning for a Successful PeopleSoft on Oracle Public Cloud Migration.

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PeopleSoft and Oracle Cloud

Now is the right time to understand and evaluate your PeopleSoft 9.2 Upgrade, Mobile, Fluid UI, PeopleSoft on OPC and Oracle Cloud ERP options.

PeopleSoft 9.2 and Tools 8.55/8.56 Roadmap

Lift-and-Shift PeopleSoft to Oracle Public Cloud

Oracle Cloud ERP/HCM Healthcheck and Demo

Oracle Cloud TCO Analysis

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PeopleSoft and Oracle Cloud

Get Cloud Ready with PeopleSoft Now

Content provided by Oracle. Copyright © 2017, Oracle. All rights reserved.

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PeopleSoft and Oracle Cloud

Content provided by Oracle. Copyright © 2017, Oracle. All rights reserved.

Opportunities Along Your Journey

© 2017 SpearMC Consulting

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PeopleSoft on Oracle Public Cloud

Coming up with a Business Case

• Focus first on the “why” not the “how”

• Reduce Data Center Expenses: Hardware, Real Estate, Power, OS/SW

• Less Reliance on Internal Capabilities

• Speed to New Environments, Speed to Test, Scale for Future Growth

• Desire for Greater Stability, Redundancy, Failover and Failback

PaaS delivers significant benefits to those

running an Oracle DBMS. If not running

Oracle DBMS, then decide on of IaaS alone

will give you enough bang for the buck.

© 2017 SpearMC Consulting

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PeopleSoft on Oracle Public Cloud

Call to Action and Next Steps

• Next focus on “when” and “what”, not “how”

• When: Timing to purchase OPC…your next material IT event:

– Hardware refresh

– Hosting services renewal

– Oracle database upgrade (or move to Oracle database)

– PeopleTools upgrade (and then migrate to OPC)

• What: Consider Oracle Public Cloud for the following:

– Demo Environment

– Update Source Environments

– Staging and Testing Environments

– Production

Your Presenters

Nick Cary Application Sales Manager

nick.cary@oracle.com 415-845-5284

Application Focus: PeopleSoft FSCM, EBS, Oracle Cloud SaaS “Fusion”

Vertical Focus: Financial Services, Technology, Non Profit, Mining

My role at Oracle: Solution Architecture and Regional Sales Lead

By 2020s…

IT Marketplace Predictions

80% of Production Apps in the Cloud

100% of Dev/Test will be Cloud

Nearly All Enterprise Data will be Stored in Cloud

Enterprise Clouds will be the Most Secure IT

© 2017 SpearMC Consulting

© 2017 SpearMC Consulting

Cloud Services

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SaaS PaaS IaaS

Software as a Service Platform as a Service Infrastructure as a Service

• Replaces traditional on-device software

• Saves cost and time as no installation is needed

• Location independence

• Eliminates software maintenance problems

Oracle Cloud ERP, WebEx, Google Apps, NetSuite

• Extends current data center infrastructure for temporary workloads

• No Hardware CAPEX • Location Independence • Supports Scalability • Faster Disaster

Recovery

Microsoft Azure, AWS, Joyent

• Increases developer productivity and utilization rates

• Decreases application’s time-to-market

• Allows developers to frequently change or upgrade operating system features

Force.com, Google App Engine, Oracle Public Cloud

Enterprise Performance

Mgt (EPM)

Human Capital & Talent Mgt

(HCM)

Customer Experience

(Sales, Mktg, Svc)

Innovation & Product

Lifecycle Mgt

Mobile

Social

Analytics User Experience

PaaS

Connected Data

Secure

Platform-as-a-Service Infrastructure-as-a-Service

Value Chain Planning &

Logistics (SCM/OTM)

Unified Innovation!!!

Project Financials/

Project Execution (PPM)

Strategic Procurement

Complete Cloud Offering

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Why Existing Customers Move to the Cloud?

Upgrade Avoidance

70%

70%

47%

43%

Pre-Existing Project/ Initiative

Systems Simplification

User Experience

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Global Expansion New Market Entry

Multi-ERP Rationalization

Shared Service Initiative

Infrastructure Investment Avoidance

X

On-Premise Upgrade Avoidance

X

Subsidiary Strategy

Social Collaboration

Mobile Enablement

Acquisitions & Divestitures

Key Cloud Inflection Points

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The Business Case for the Cloud

Total Cost of Ownership Considerations

Annual Support/ Maintenance Fees

Upgrade Costs

Hardware Costs

Hosting/Managed Services

IT/Labor Costs

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Customer 2 Cloud Program

Transformational Incremental

Packaged Cloud Integrations

Rapid Start-Up Services

$

Financial Incentives

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Define Your Path to the Cloud

Choose Cloud over Upgrades to On-Premise

Optimize Two Tier ERP Strategy with Cloud

Improve Focused Functions with Cloud

Oracle Cloud

Subsidiary Subsidiary

Reporting Cloud

Sourcing Cloud

1 2 3

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© 2017 SpearMC Consulting

3600+

26BILLON

ERP CUSTOMERS As of end of FY16Q4 (May 2016) – hundreds added each Quarter!!!

HCM CUSTOMERS As of end of FY16Q4 HCM Cloud was first Oracle Cloud Products

AVERAGE NUMBER OF DATABASE TRANSACTIONS PER DAY

17YEARS

HOSTING EXPERIENCE Leverage experience to engineer cloud solutions

6500+

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Oracle’s Cloud Leadership

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PeopleSoft Customers Embracing the Cloud

Replacement Coexistence

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© 2017 SpearMC Consulting

SaaS Change Management

Waterfall

• Fixed scope with estimated time and resources

• All requirements detailed at beginning of the project

• Costly to incorporate changes

• Potential for team siloes

• Sequential work through each phase

• One release at the end of the project

Hybrid Agile

• Fixed scope with estimated time and resources

• High-level requirements at the beginning of the project with prioritization and modifications throughout

• Flexibility – Changes are easily accommodated

• Cross-functional teams during sprints

• Sprints organized by features and prioritized processes

• Releases throughout or at the end of the project

Agile

• Estimated scope with fixed time and resources

• Requirements elaborated during sprints

• Flexibility – Changes are easily accommodated

• Cross-functional teams

• Vertical slice of functionality completed each sprint

© 2017 SpearMC Consulting

Waterfall Approach

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Waterfall is characterized by

• Fixed scope with estimated time and resources

• All requirements detailed at beginning of the project

• Costly to incorporate changes

• Potential for team siloes

• Sequential work through each phase

• One release at the end of the project

Plan Analyze Design Build Test Deliver

Waterfall is a linear and sequential approach to software development that

relies on detailed, accurate requirements upfront and uses the outputs of each

phase to form the basis of work for the next phase.

© 2017 SpearMC Consulting

Agile Approach

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Agile is an empirical, iterative approach to software development emphasizing a

continuous focus on value, flexibility, customer involvement, and rapid delivery

of functionality.

Agile is characterized by

• Estimated scope with fixed time and resources

• Requirements elaborated during sprints

• Flexibility – Changes are easily accommodated

• Cross-functional teams

• Vertical slice of functionality completed each sprint

Test

Release

Design Build

Configure

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Hybrid Agile Approach

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While pure agile approaches are highly effective when requirements are unclear or the dynamics of the business environment demand frequent change, they are not well suited to every organization or project.

Waterfall Hybrid Agile Agile

Hybrid Agile is the application of adaptive, agile concepts and techniques in a traditional, predictive project

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Change Management for SaaS

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Factors to consider

Well defined Ongoing Prioritization Scope

Predictive Adaptive

Low High

Well defined Uncertain

Specialized Cross-functional

Planning

Need for Flexibility

Technology

Team Composition

Waterfall Hybrid Agile Agile

© 2017 SpearMC Consulting

PeopleSoft vs. Cloud ERP

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Key Indicator PeopleSoft Cloud ERP

System Maintenance & Resource Model

• Maintained by IT and technical resources

• Significantly Higher Upgrade Costs

• Slow and Expensive Processes and Maintenance Models

• Maintained by HR business • Low IT Resource Investment. Focus

on Business Process Orientation. • Low Upgrade Costs • Highly Integrate with Agile

Deployment and Maintenance Models

Custom options

• Tools enable high Degree of customization

• Low Customization Options • One Software Version

Mobile Capabilities

• Evolving Mobile capabilities

• Sophisticated and Highly Integrated Mobile Options

Reporting and Analytics

• Technical Intervention Needed to build Reports

• Embedded Analytics and Integrations with Cloud Analytics with

Self Service • Complicated User Interface and Self Service Capabilities

• Configurable and Sophisticated User Interface

© 2017 SpearMC Consulting

Challenges: On-Prem to Cloud Migration

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• Mitigation of cloud security and Data privacy risks (Perceived and Real).

• Customer Lock-In. Recurring subscription fees.

• Change management challenges resulting from loss of control of Internal IT functions.

• Customer Acceptance and adoption to multi-tenancy single line of code.

• Integrating with third party applications with the cloud architecture.

• Limited customization capability due to multi-tenancy.

Your SpearMC Team.

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Randall Johnson Managing Director randall.johnson@spearmc.com

Your SpearMC Team

© 2017 SpearMC Consulting

Tom Tretter Managing Director tom.tretter@spearmc.com

© 2017 SpearMC Consulting

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PeopleSoft Training Our Training Material focuses on the students learning experience…not number of training days. Re-written for PeopleSoft 9.2 and PeopleTools 8.55, we have the most relevant material on hand.