PeopleSoft 9.2 Upgrade

QuestDirect.org

PeopleSoft 9.2 Upgrade

Roadmap and PlanningPresented By: Astute Business Solutions

QuestDirect.org

Arvind Rajan – Speaker Bio

2 Astute Business Solutions

•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

•High Impact Features in 9.2 / Tools 8.53

•Don’t Just Upgrade – Transform

•Planning Your Upgrade

•Q&A – Next Steps

Agenda

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•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

PeopleSoft 9.2 – A significant new release

QuestDirect.org


• 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

What should you expect from 9.2?

QuestDirect.org


Functional Area High Impact Features and Enhancements

General Ledger Improved sub-system reconciliation, Chartfield Request and Approval, Mass GL Journal Approval, KK Enhancements

Treasury and Cash Management Integration of Global Payroll to Financial Gateway, Cash Forecasting, SEPA Payment Formats, Approval Workflow

Asset Management Enhanced Disposal Worksheet, Enhanced AP and PO Integration to AM, Simplified searching of assets

ExpensesNew browser and mobile interfaces, Expense Report Withdrawal, Expense Report Visual Status Depiction

Order to Cash Price Book, Supply and Demand WorkCenter, Operational Metrics (Orders on hold past ship date, average time to pick/pack/ship)

9.2 FSCM – High Impact Features

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My Work – Real-time updates on

pending tasks and work items

My Links - Navigate quickly

to frequently used links

My Dashboard – Summary info on invoice flow with

supporting analytics

FSCM 9.2 – AP WorkCenter and Dashboard

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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 CD 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

9.2 HCM and ELM – High Impact Features

QuestDirect.org

HCM Example – Recruiting Dashboard


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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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

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

Tools 8.53 – High Impact Features

QuestDirect.org


Don’t just UpgradeTRANSFORM

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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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Improve Period Close with Real time GL to sub-system reconciliation and Collaborative Portals

PeopleSoft 9.2 can Transform your Business

Control Data Accuracy and Improve Data Entry Speed via Combination Editing & SpeedCharts

Comply and Control – Implement Financials Audit Framework

Secure your enterprise data with PeopleTools Encryption

Collaborate – With employees, suppliers, customers, partners

Use 9.2 to provide True Business Value

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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

Strike a Balance (If you can)

QuestDirect.org

• 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.

Use 9.2 to Extend and Integrate

QuestDirect.org


PeopleSoft 9.2Upgrade Planning and Approach

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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

Approaching your Transformation

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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

Navigate the maze of options

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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

The Road(map) to Transformation

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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

Jump Start your Transformation with a 9.2 Readiness Assessment

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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

Jump right in! Get a 9.2 Sandbox

QuestDirect.org


Company Profile

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QuestDirect.org

•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

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– Implement

– Upgrade

– Maintain

– Transform

ORACLE Partner

IT Services

PEOPLESOFT Experts FUSION APP Leaders

•GRC•Health Checks•Process Optimization•IT Roadmap

Strategy Consulting

•Healthcare•Higher Education•Professional Services•Financial Services

Industries

•90-Day Upgrade•Data Spii•Manager Dashboard•Fast Track

Solutions

Enterprise Solutions

•Software Implementations - From Concept to Go-Live

•Upgrades and Maintenance – Application Upgrades, Patches/Fixes, Tools Upgrades, DB Upgrades

•Application Outsourcing – Support and Maintenance

Domain Expertise

•Human Capital, Financials, Supply Chain, CRM

•Governance, Risk and Compliance (Data Privacy)

•Business Intelligence – Analytics, Reporting, Data Warehouses

•Content Management – Integration and Automation

Products & Solutions

•Fast Track – PeopleSoft Upgrade Impact Analyzer

•Data SPII - Data Privacy Solutions for PeopleSoft and Oracle

•Health Check for Upgrade

•Smart Watch Application Support Services

I T S E R V I C E S

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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

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Documents

PeopleSoft 9.2 Upgrade