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Agenda ERP – Introduction and Evolution Business Benefits of ERP Comparable Technologies Trends in ERP PeopleSoft – Introduction PeopleSoft Internet Architecture (PIA) PeopleSoft Modules Certifications

Oracle PeopleSoft Know Your Work Better v1.0

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Page 1: Oracle PeopleSoft Know Your Work Better v1.0

Agenda

• ERP – Introduction and Evolution

• Business Benefits of ERP

• Comparable Technologies

• Trends in ERP

• PeopleSoft – Introduction

• PeopleSoft Internet Architecture (PIA)

• PeopleSoft Modules

• Certifications

Page 2: Oracle PeopleSoft Know Your Work Better v1.0

What is ERP?

A Software Solution that addresses the Enterprise needs taking the process view of the organization to meet the organizational goals while tightly integrating all functions of an enterprise

HR

Finance

Production

Supply Chain

Customer Service

Order Mgmt

Support Groups

Marketing

Sales

Page 3: Oracle PeopleSoft Know Your Work Better v1.0

Getting to ERP (and Beyond)The Delivery

MRP (1970’s)Reduced inventory through “infinite” manufacturing planning

MRP II (1980’s)Reduced inventory, fewer stock-outs and accurate financial records through “infinite” manufacturing planning and periodic transaction processing.

ERP (1990’s)Customer focused, dynamically balanced enterprise through asset optimization and real-time transaction processing.

Extended ERP(2000’s)Customer focused, dynamically balanced value network through asset optimization and real-time transaction processing.

MRP

MRP II

MRP II (plus)

Supply Chain

The Vision - Evaluation of Planning Systems

Page 4: Oracle PeopleSoft Know Your Work Better v1.0

ERP – How it is driven?

Drivers Benefits

ERP

Enabler

Competition

Globalization

Re-engineering

Customer demands

Lower production costs

Faster customer response

Improved product quality

Reduced time to market

Technology

Page 5: Oracle PeopleSoft Know Your Work Better v1.0

• Shortens throughput times• Reduces stock to a minimum • Enlarges range of products • Improves Visibility in Operations • Schedules flexibly to deliver at varying quantum and lead-times • Efficiently coordinates Global Supply, Demand and Production• Monitors the changes continuously with the ever-changing business dynamics• Helps to understand new customer needs and seize market opportunities as they rise.

In Short, To be able to compete, thrive and stay ahead…. all the organizations are interested in going for ERP.

Why Organizations need ERP ?

Page 6: Oracle PeopleSoft Know Your Work Better v1.0

Business Benefits of ERP

• Integration of various Operations in the enterprise• Single Point Data Entry• Data Consistency• Extendibility• Smooth flow and access to up to date information• Integrating business processes through Workflow.• Reducing manufacturing cycle times• Lowering costs and high ROI• Improving productivity• Flexibility in work place• Standardization of Processes across the enterprise• Flexible handling of Relocation of Employees to any plant since ERP is a

transaction oriented package

Page 7: Oracle PeopleSoft Know Your Work Better v1.0

Comparable Technologies

• SAP• Oracle• PeopleSoft• JD Edwards• Siebel• BaaN• Manugistics• MAPICS

• Made2Manage• QAD• SSA• Marshal• SCALA• Ross Systems• Great Planes

Page 8: Oracle PeopleSoft Know Your Work Better v1.0

Versions

1987:PeopleSoft founded

1988: HRMS released

1996: PeopleSoft 6

1997: PeopleSoft 7

2000: PeopleSoft 8

First ERP package

Upgraded ERP modules

Pure Internet Architecture

Client-Server Architecture

2007: PeopleSoft 9Middleware Technology

Page 9: Oracle PeopleSoft Know Your Work Better v1.0

Trends in ERP

• Consolidation To gain customers and cross-sell To fill out a technology portfolio To eliminate a competitor As part of Exit Strategy

• Verticalization To add value to Key Processes Growing and highly competitive vertical markets (e.g., oil and gas,

pharmaceutical/life sciences)

• Diversification To meet growing demands of the target group. Ex: Web Services Development

and Management, Enterprise Information Management and Integration, Analytics and Business Performance Management, and Business Process Management

Geographic expansion

Page 10: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft’s Naissance

Founders : Dave Duffield and Ken Morris

Year : 1987

Architecture : Client-server

Features : Enterprise Integration

Ease of use

Flexibility

Page 11: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Internet Architecture (PIA)

• PeopleSoft Pure Internet Architecture is an architecture without a client.

• There is no complex, expensive client software installation.

• No Java applets, Windows DLLs, or browser plug-ins are necessary for this "thin" client

architecture.

• Thus, the client can be a Web browser, mobile device, or external system that uses

standard Internet technologies such as HTTP, HTML, and XML to communicate with the

PeopleSoft Internet Application Server.

• PIA is completely server based.

• Clients to this architecture can be nearly any kind of Internet access devices.

• Wireless device or cell phone with Internet browse capabilities.

• External or third party system with XML/HTTP protocols.

Page 12: Oracle PeopleSoft Know Your Work Better v1.0

PIA (Continued)

Component Interface

Application Messages

Application Engine

Page 13: Oracle PeopleSoft Know Your Work Better v1.0

PIA Allows

• Extensive Portability

• Web Browser Independence

• Client Operation System Independence

• Leverages your Unique, Strategic Business Practices

• Web Focused Development Environment

• Upgrade Support

• Multi-Currency and Multi-Lingual Support

• Project Support

Page 14: Oracle PeopleSoft Know Your Work Better v1.0

PIA

• The PeopleSoft Internet Architecture has four components

Internet Browser (IE 5.0 or above)

Web Server (Unix or NT)

Application Server (Unix or NT)

Database Server (Oracle, MS-SQL Server, DB2, Sybase, Informix)

Page 15: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft – An overview

Customer

Relationship

Management

Human

Capital

Management

Financial

Management

Enterprise Performance Management

Campus

Solutions

Enterprise Portal

Supplier

Relationship

Management

Supply Chain

Management

Page 16: Oracle PeopleSoft Know Your Work Better v1.0

Human Resources

Administer Workforce Develop Workforce

Manage Labor Relations Manage Competencies

Monitor Absences Recruit Workforce

Track Global Assignment Administer Training

Manage Flexible Service Manage Positions

Commitment Accounting Career/Succession

Manage Health and Safety Professional Compliance

Health & Safety Report Regulations

Compensating Employees

•Plan Salaries

•Manage Variable Compensation

•Report Total Compensation

•Administer Salary Packaging

•Manage Company Cars

Stock Administration (US only)

Pension Administration

Payroll Interface

Global Payroll (includes Absence functionality)

Time and Labor

Payroll for North America

FSA Administration

Manage Base Benefits

Benefits Administration

PeopleSoft HCM

PeopleSoft HCM – An overview

Page 17: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft HCM – Market and Value Drivers

Page 18: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft HCM Modules

• Global Payroll

• Absence Management

• Workforce Planning

• Time and Labor

• Benefits Administration

• Candidate Gateway

• Talent Acquisition Manager

• Payroll for North America

• HCM Warehouse

• Learning Management

• Pension Administration

• Stock Administration

• Workforce Rewards

• Helpdesk for Human Resources

• HRMS Portal Pack

• Workforce Scorecard

• ePay

• eProfile

• eProfile Manager Desktop

• eBenefits

• eCompensation

• eCompensation Manager Desktop

• eDevelopment

• ePerformance

Page 19: Oracle PeopleSoft Know Your Work Better v1.0

Advantages

• Consolidate onto a single web-based system

• Compete globally while complying locally

• Build a core foundation of HR data and processes that will expand to accommodate organizations growth

• Deploy HR data and transactions to all members of the enterprise

• Enable managers and employees self-service to reduce administrative costs

• Improve employee satisfaction with a shared services model

• Analyze and model the workforce skill pool to accurately plan for organizations future workforce and leadership

• Attract and retain ideal employees to fit into workforce plan

• Align employee contribution with organizational needs with appropriate rewards, performance plans and career plans

PeopleSoft Human Capital Management

Page 20: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Enterprise Financial Management

Financial Management, Analysis and Control - Market Drivers

Page 21: Oracle PeopleSoft Know Your Work Better v1.0

How Can Technology Help? Streamline Financial ProcessesStreamline Financial Processes

Manage Governance, Risk, & ComplianceManage Governance, Risk, & Compliancethroughout the Organizationthroughout the Organization

Integrate Performance ManagementIntegrate Performance ManagementAcross the BusinessAcross the Business

Page 22: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Financial & Supply Chain Management

FM Product Suite

• General Ledger

• Purchasing

• Payables

• Billing

• Receivables

• Asset Management

• Travel & Expenses

• Cash Management

• Deal Management

• Risk Management

Page 23: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Campus Solutions Campus Solutions is a comprehensive suite of software specifically designed for the changing needs of higher education institutions. It helps the universities to manage the student lifecycle end to end-driving operational efficiency, reducing costs, and freeing resources to support the goals of higher education institutions.

Advantages

• Configure solutions to meet your institution's specific goals and way of doing business

• Improve efficiency throughout all administrative processes.

• Enabling nearly paperless processing with online solution.

• Greater access to data and better reporting tools

• Reduce errors in transactions

• Lower costs and free resources for more profitable activities.

• Build stronger relationships with all of your constituents.

• Manage the entire student lifecycle - from recruiting and admissions to student services and alumni relations - in a secure and stable environment

• Reduce administrative overhead through use of powerful utilities

Page 24: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Campus Solutions

Campus Solutions Product Modules

• Academic Advisement • Recruiting and Admissions • Student Records• Campus Community • Student Financials. • Campus Self Service • Contributor Relations • Financial Aid • Gradebook

Page 25: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Enterprise Performance Management

EPM Product Suite

• Planning & Budgeting

• Activity – Based Management

• Global Consolidation

• Funds Transfer Pricing

• Financial Warehouse & Marts

Page 26: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Enterprise Financial Management Advantages

• Best-practice enhancements: Leverage enhancements such as intelligent self-service, embedded analytics, XBRL and XML capabilities, and instant messaging.

• System-based controls for compliance: Internal controls such as workflow, three-way matching, and commitment control are all built right into the system.

• Achieve productivity gains, slash implementation time and costs, and significantly lower risks associated with human error, employee changes, and other factors.

• Gain visibility into business-critical information, maintain tight control over resources, and realize efficiencies by automating and standardizing key business processes.

Page 27: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft Enterprise Customer Relationship Management (CRM) delivers solutions that have been tailored to fit the industry business processes and customer strategies

Advantages

• PeopleSoft CRM is a comprehensive, real-time solution that manages all the

customer interactions – from marketing to Sales to Service

• PeopleSoft is the only CRM provider that offers a pure internet architecture, pre-

integrated business processes, user configurable applications, and real-time

embedded analytics.

• PeopleSoft CRM is fast to implement, easy to use, and delivers smart business

processes for improved customer loyalty and profitability with less configuration,

customization and integration

• PeopleSoft CRM leverages unparalleled usability and performance to reduce total

cost of ownership and increase operational efficiency.

PeopleSoft Customer Relationship Management

Page 28: Oracle PeopleSoft Know Your Work Better v1.0

PeopleSoft CRM Modules

Important CRM Modules discussed herein are:

• 360 Degree View and Interactions

• Marketing

• Sales

• Order Capture

• Service Management

• Field Service

• Call Center Modules

• CTI Integration

• Partner Relationship Management

• Industry Specific Modules

CRM for Communications

CRM for Energy

CRM for Financial Services

CRM for Government

Page 29: Oracle PeopleSoft Know Your Work Better v1.0

Why become Certified ?• These certifications are designed to help technical implementers obtain the knowledge and skills

needed to develop, implement, and customize PeopleSoft applications. • This measure of your PeopleSoft Technical Knowledge and Experience adds value to your

Organization.• Indicates desire to continue your professional development

Certification ProgramsEarlier credential from PeopleSoft Inc.

• PeopleSoft Certified Developer

New Oracle PeopleSoft Certification programs• PeopleTools Developer Certified Expert • PeopleTools Advanced Developer Certified Expert

Pre-requisite

All candidates must complete the Oracle PeopleSoft training requirement to obtain these certifications, unless hold the prior credential from PeopleSoft - PeopleSoft Certified Developer that can be upgraded to Oracle PeopleSoft Certifications.

Oracle PeopleSoft Certifications

Page 30: Oracle PeopleSoft Know Your Work Better v1.0

Benefit • Certification is the world’s most recognized professional credential for individuals• PeopleTools Certified Experts will be proficient with PeopleSoft's 8.4x toolset, including PeopleTools, PeopleCode, Application Engine and Integration Tools.• The certified professionals can assume roles, like –

PeopleSoft Enterprise Application Developer PeopleSoft Enterprise Integration Specialist PeopleSoft Enterprise Application Team Lead

Certifications (Continued..)Certification Path