PeopleSoft of Today and Tomorrow—Intuitive, Powerful, …nrconsults.com/wp-content/uploads/2015/12/Robbins-Bain... · PeopleSoft of Today and ... *leveraging PeopleSoft Fluid User

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 1

PeopleSoft of Today and Tomorrow—Intuitive, Powerful, and EasyPeopleSoft Investment Strategy and Roadmap

Jeff RobbinsSenior Director, PeopleSoft StrategyNov 2015

Oracle Confidential – Restricted Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor StatementThe following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

2Oracle Confidential – Restricted Use Only


What Have We Been Up To?The PeopleSoft Team Has Been Busy

• 650+ Fluid User Interface Pages and Transactions• 250+ New Features Delivered• 14 Update Images for HCM and FMS/SCM• 300+ Focus Group Meetings/Year • 130+ CAB Members• 2,000+ Customer Interactions/Year• 300k+ Person Days/Year Spent on PeopleSoft



What Have PeopleSoft Customers Been Asking For?Customer Driven Investment Strategy

4

A modern, simple, and intuitive user experience for mobile devices and desktops.

Configuration, personalization and contextually relevant information.

Deeper application functionality.

Lower operating costs and increased business agility through new PeopleSoft capabilities.



User ExperiencePeopleSoft Fluid User Interface Deliverables

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• Mobile Paycheck• Absence Analytics• Approvals

ERP• Purchase Requisition• Travel Authorization• Employee Status Reporting• Expense Reporting• Project Time Entry• Approvals• My Service Requests• 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• Available vs. Forecast Balances• Cash Forecast

Non Exhaustive


Lowering Costs and Increased AgilityPeopleSoft Selective Adoption

6

2015

2020+

2019

2018

2017

2016

What Has Changed• Multiple “releases” (i.e. Update Images) a year without requiring upgrades

• Continuous feature development and delivery on a single code line

• More agile and flexible feature development to address changing customer needs

Impact to You• No upgrades mean lower costs, less disruption, and better ROI

• Accelerated time‐to‐value and greater responsiveness to line‐of‐business needs

• More relevant engagement with PeopleSoft product team



Delivering Features

0

10

20

30

40

50

60

70

#2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15

HCM

ERP

Other

7

New Features by PeopleSoft Update Image

250+ New Features Delivered Over 14 Updates

Update Image #

# of New

Features



Delivering Features 250+ New Features Delivered Over 14 Updates

8

2013 2014 2015 2016*leveraging PeopleSoft Fluid User Interface

HCM• Time and Labor Alerts Framework• Life Events Delegations• Employee Photo Uptake• Global Payroll Self‐Service Reporting Framework• HTML Email Approvals• Global Payroll Country Extension Enhancements• Performance Management Enhancements• Legislative Changes and Tax Updates

ERP• WorkCenters for: Cash and Treasury, Asset Management, Projects, Contracts, Grants, and Staffing

• Mobile Expense Reporting• Mobile Time Entry for Projects• Asset Management Dashboard• Self‐Service Payment Request• User Defined Fields within Requisitioning• Initial PeopleSoft Real‐Time Bottom Line Solutions• Additional Embedded Analytics• External Financial Transactions Clearinghouse• Treasury Fair Value Accounting

HCM• Mobile Company Directory*• Affordable Care Act (ACA) Shared Responsibility• Mobile Paycheck/Payslip*• Guided Self Service Enhancements• Additional Mobile* and HTML Email Approvals• Auto‐Enrolment within Time and Labor• Recruiting Enhancements (Attachments, Print, etc)• Additional Embedded Analytics*• Legislative Changes and Tax Updates • Payroll for North America Integration to Oracle HCM Cloud

ERP• WorkCenter for: Pricing Manager• Mobile Travel Authorizations*• Mobile Physical Inventory*• Online Supplier Profile Change Request• Comprehensive Supplier Portal• Additional PeopleSoft Real‐Time Bottom Line Solutions• Incremental Close Process in General Ledger• Contracts and Grants Setup Activity Guide• Revenue Recognition and Lease Accounting Enhancements• Configurable Data Export and Import• Additional Embedded Analytics*

HCM• Employee Homepage and Manager Homepage*• Mobile Time Entry and Mobile Absence Request*• Guided Self‐Service*• Absence Management Dashboard• Eight (8) New Absence Management Analytics*• Mobile Approvals*• WorkCenter for Payroll for North America• Time and Labor Dashboard for PeopleSoft In‐Memory Labor Rules and Monitoring

• Recruiting and Learning Enhancements

ERP• WorkCenters for: Expenses, Resource Management, Supply and Demand, and Strategic Sourcing

• Project Manager Homepage*• Cash Management Homepage*• Supplier 360• Mobile Requisitioning*• Supplier Contracts Workbench• Mass Transaction Manager• Business Process Weaver• Configurable Analysis Framework• Additional Embedded Analytics*

Non Exhaustive



Delivering Features Keeping Up with What Has Been Delivered and What Is Planned for Delivery

9

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview



What Are PeopleSoft Customers Asking For Now?No Surprise It’s More…

10

More of the modern, simple, and intuitive user experience for more of my users.

More personalization and configurability so I can have it my way and get what I want, how I want it.

More application functionality.

More costs savings when I run and maintain my applications.



PeopleSoft Investment StrategyFocus on Providing Customers More of What They Need to be Successful

Provide a modern and intuitive mobile and desktop user experience for all users.

Enable personalization and configuration to present users the information they want, how and where they want it.

Deliver new application functionality and expand the capabilities of existing features.

Allow customers to run, maintain, and update PeopleSoft at a lower cost.



PeopleSoft Investment StrategyUser Experience and Mobility

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Strategy• Make PeopleSoft Fluid User Interface the overall application navigation and user engagement framework

• Enlist a “Mobile First” design and development approach• Standardize common patterns across PeopleSoft applications• Expand scope beyond casual users to include “expert” users • Ensure seamless co‐existence between Fluid and Classic User Interfaces

Objective: Provide a modern and intuitive mobile and desktop user experience for all users.



• PeopleSoft 9.2 Homepage will be Fluid by default• PeopleSoft 9.2 Navigation will be Fluid for all pages

– All pages use the same navigation structures– Classic pages are fully supported with NavBar and Back button

• Classic Homepages can be accessed via Links

13

PeopleSoft FluidWhat’s new in 8.55


How Are We Doing This?User Experience Innovations Powered by PeopleTools 8.55 and Beyond

• PeopleSoft Fluid UI Navigation for All Pages

• Master‐Detail 2 Panel Layouts

• PeopleSoft Fluid UI Activity Guides

• Resizable, Interactive, and Push‐Based Titles

• PeopleSoft Fluid UI WorkCenters

• Function‐Centric Application Homepages/Dashboards

• Tiles for Classic UI Pages



User ExperiencePeopleSoft Fluid UI Activity Guides


User ExperiencePeopleSoft Fluid UI WorkCenters

Oracle Confidential – Internal/Restricted/Highly Restricted 16


User ExperienceMaster‐Detail 2 Panel Layouts



User ExperienceResizable, Interactive, and Push‐Based Titles



User ExperienceResizable, Interactive, and Push‐Based Titles



User ExperienceFunction‐Centric Application Homepages/Dashboards



Let’s See It!

PeopleSoft Demonstration Powered by PeopleTools 8.55• Mobility• Native Phone Alerts• Fluid UI WorkCenter• Fluid UI Activity Guide• Search• Simplified Analytics • Related Content• Personalization



User ExperiencePeopleSoft Fluid User Interface Deliverables

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• Workforce Availability• Employee 360• Onboarding/Offboarding• Updatable State W4

ERP• 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• Expanded Mobile Expenses• Mobile Grants• Asset Tracking/Physical Inventory• Mobile Financials • Item Collection Days• Invoice Cycle Times• Payables Time to Discount• Self Service Supplier Collaboration• Self Service Customer Collaboration• Financial Structure Change Request

Non Exhaustive


PeopleSoft Investment StrategyInformation Delivery and Personalization/Configuration

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Strategy• Drive navigation through interactive information• Present information when and where it is contextually relevant• Enable end‐users to easily create and publish their own contextually relevant analytics• Facilitate deeper levels of application personalization• Allow significantly greater application configuration

Objective: Enable personalization and configuration to present users the information they want, how and where they want it.



Right Information in the Right PlaceRelated Content


• Display relevant information• In context to transaction• Internal or external content• Interactive/clickable content• No need for IT or customization


End‐User Defined AnalyticsSimplified Analytics


• End‐users to define analytics• Publish analytics to homepages• Available within transactions• No need for IT or customization


End‐User Defined AnalyticsSimplified Analytics


• End‐users to define analytics• Publish analytics to homepages• Available within transactions• No need for IT or customization


Have It Your WayEasily Configurable Approvals


• Tailor layout of approvals• Modify existing approvals or easily create new ones

• Drag and drop fields• Edit display labels• No need for IT or customization












Have It Your WayMy Preferences


• Control information displayed• Single‐stop management of all preferences

• Contextually tied to transactions• Consistency across applications• No need for IT or customization


Have It Your WayMove from Paper to PeopleSoft

• Manual• Inefficient• Error Prone• Lacking Control• Little Visibility• Under Utilizing IT Assets

Oracle Confidential – Restricted Use Only 31


Have It Your WayForms and Approval Builder (Fluid UI)


• Create new mobile ready forms• Use workflow and approvals • Drag and drop fields• Publish to homepage as titles or to NavBar

• No need for IT or customization


Have It Your WayForms and Approval Builder (Fluid UI)


• Create new mobile ready forms• Use workflow and approvals • Drag and drop fields• Publish to homepage as titles or to NavBar

• No need for IT or customization


PeopleSoft Investment StrategyRobust Features and Functionality

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Strategy• Simplify business process execution• Increase productivity for expert users• Deliver key industry specific capabilities• Prioritize enhancements based on customer feedback• Ensure legal and regulatory compliance

Objective: Deliver new application functionality and expand the capabilities of existing features.



Robust Features and FunctionalityRoadmap for PeopleSoft HCM

35

Powerful

Intuitive

Easy

Expansion of Guided Self Service• Additional and Non‐Job Data Transactions• Configurable Fields• HR Administrator Approvals, Review, and Edit• Contextual Analytics

HR Administrator Homepage• Guided Processes• Checklists• Review Transactions• Adoption of New Notifications Framework

Employee Side by Side Compare• For Managers• For HR Administrators

Employee 360 View• Centralized Employee Information• Role Based Views• View Multiple JobsMobile Recruiting• Guided Process Optimized for Mobile DevicesMobile Learning• Search, Enrollment, and Training ExecutionNew and Enhanced Total Rewards

Onboarding/Offboarding• Configurable Guided Process via Activity Guide• Workflow Approval by Individual Step• Alerts and Notifications• Mobile Enabled

Payroll Employee Self Service• Additional Direct Deposit Enhancements

Payroll WorkCenter Expansion• Payroll for North America• Global PayrollTime and Attendance • Streamlined Processes for Administrators• Employee Presence Monitor• Mobile Approval for Reported and Payable Time• Time Entry Monthly/Weekly View Enhancements

Position Management• Position Request/Creation Self Service• Integration to Job Data• Workflow ApprovalConfigurable Frameworks• Field Validation Framework• Conditional Navigation Framework• Enhanced and Mobile Enabled Activity Guides

Matrix Teams• Manager and Employee Self Service• Manager Creates Dotted Line Relationships• Visualized in Company Directory

Benefits Administration • Dependent and Beneficiary • New Open Enrollment

Talent Management Self Service via PeopleSoft Fluid User Interface• Succession Planning• Performance ManagementAdditional Analytics• Manager Team Analytics• HR Administrator Analytics• Absence Administrator Analytics• Payroll Administrator Analytics• HR Help Desk AnalyticsExpansion of Mobile ApprovalsHR Help Desk‐ Employee Relations / Secure Case‐ Self Service Case Creation Integrations Expansion

Non Exhaustive



Robust Features and FunctionalityRoadmap for PeopleSoft ERP

Powerful

Intuitive

Easy

Operational Efficiencies• Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation)

• Business Onboarding Activity Guide• Chart of Accounts Request Collaboration• Financial Position Change Request• Automate Expense Amortization• Bank Reconciliation Expansion• Open Period MaintenanceExpanded Mobility• Payables Operations Homepage• Credit to Cash Homepage • Supplier Self Service in eSettlements• Customer Self Service in eBill Payment • Receiving• Inventory Management• Asset Management• ExpensesExpansion of Mobile ApprovalsGreater Visibility• Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework

• Financial Balances Hierarchy

Greater Supplier Lifecycle Management• Supplier Collaboration Expansion• Supplier Qualification, Scorecarding, and Performance Management

• Supplier Portal EnhancementsConfigurable Frameworks• Field Validation Framework• Conditional Navigation Framework• Business Process Weaver• Enhanced and Mobile Enabled Activity Guides• Mass Transaction Manager• Enhanced and Mobile Enabled Forms and Approval Builder

Cash Management• Take Actions to Simulate and Move Funds

Simulate Financial Position • Expansion of In‐Memory Real‐Time Bottom Line Solutions

• Side by Side Simulation Compare• Actionable Simulation Visibility and Analytics

Imaging Capture and Processing

Additional Analytics• Expenses vs. Budget• Top Departmental Expenses• Expenses Audit Risks• Expenses with Exceptions• Billable vs. Non‐Billable Time and 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 MetricsOracle Transaction Business Intelligence• Actionable Insights• Pre‐delivered Analytics

Legislative & Regulatory• Revenue Recognition• Lease Accounting• VAT Withholding Updates

36

Non Exhaustive



PeopleSoft Investment StrategyLow Cost Lifecycle Management

37

Strategy• Continue with delivering multiple updates per year and allowing customers to select the updates they want, when wanted without requiring upgrades

• Enhance PeopleSoft Lifecycle Management tools:‐ Update selection via the PeopleSoft Update Manager tool‐ Analytics on applied/unapplied updates‐ Impact of customizations on applied changes‐ Inclusion of test automation (PeopleSoft Test Framework) in update process

• Take advantage of cloud infrastructure and automation

Objective: Allow customers to run, maintain, and update PeopleSoft at a lower cost.



Select ChangesPeopleSoft Update Manager Enhancements

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• Selections based on test coverage using PeopleSoft Test Framework

• Selections based on impact to existing customizations

• Analytics to make informed decisions on the updates to apply

• Combining multiple selections into a single change package



Assess ChangePeopleSoft Update Manager Analytics


• View the maintenance status of your applications

• Assess what has and has not been applied

• Analyze by product and update image

• View customization and test impact


Assess ChangePeopleSoft Update Manager Analytics


• View the maintenance status of your applications

• Assess what has and has not been applied

• Analyze by product and update image

• View customization and test impact


PeopleSoft Cloud Architecture

PeopleSoft’s core strength is that we offer customers CHOICE

• Cloud Computing:– PeopleSoft R&D has focused on enablement of Cloud Computing for PeopleSoft customers

– Service and Infrastructure innovations represent an opportunity for PeopleSoft customers

• Oracle is NOT investing in a PeopleSoft SaaS offeringNew PeopleSoft customers are not “subscribing” to PeopleSoft. New customers BUY the software license, just like you did.

41


Managing a PeopleSoft Environment

• There are a lot of moving parts• Configuration is complex• Most tasks are done manually• Every instance is unique

• The result is costly and error‐prone

42

It’s hasn’t always been easy…


PeopleSoft Cloud ArchitectureWhat Difference Does it Make?

43

Allows for IT Self Service of PeopleSoft Environments• Rapid, Real‐Time Deployment of PeopleSoft Environments

• Instances configured by role (DEV/TEST/DEMO/PUM/etc.)• Project‐specific instances• Automated Cloning & Redeployment of Existing Instances• Powered by Oracle Public Cloud or virtually any other hardware platform

Your IT Partners Can Deliver a Higher Service Level to Business Units at a MUCH lower cost


Take Advantage of the CloudThe Cloud is More Than Just Applications and Software‐as‐a‐Service

Oracle is bringing leading infrastructure, technology, business applications, and

information to customers and partners the Oracle Cloud

Software‐as‐a‐Service

Platform‐as‐a‐Service

Infrastructure‐as‐a‐Service

Data‐as‐a‐Service



Take Advantage of the CloudPeopleSoft in the Cloud Enabled by the PeopleSoft Cloud Architecture

Leverage the cloud to deploy and manage your PeopleSoft

applications

45

PeopleSoft

Platform‐as‐a‐Service

Infrastructure‐as‐a‐Service

Data‐as‐a‐Service



Oracle Public Cloud + PeopleSoftAdditional Value in Using Oracle Public Cloud with PeopleSoft

46

PeopleSoft

PeopleSoft Cloud ArchitecturePlatform Infrastructure Data

Oracle Private Cloud

• Fully Automated PeopleSoft Provisioning• Integration to DaaS• Single Provider “One Throat to Choke”• Ease of Migration “Clone‐to‐Cloud”

• Leading PaaS, IaaS, and DaaS• Robust Offering (database, social, java…)• Integrated Solutions• Industry Leading Security

Learn more with the PeopleSoft on Oracle Public Cloud Video Feature Overview



Oracle Public Cloud

Private CloudOn‐Premise

DEPLOY ANYWHERE

• Same Architecture• Same Standards• Same Products

Public or Private Cloud Deployment with ALL the capabilities of PeopleSoft, including Customizations

Oracle PeopleSoft Cloud Architecture: Deployment Choice


Get Connected and Stay InformedKey PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page

Click Images For More Information

Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel



PeopleSoftFrequently Asked Questions

• Do I have to adopt PeopleSoft Fluid User Interface?

• Do I need to purchase PeopleSoft Cloud Architecture?

• Will PeopleSoft Cloud Architecture change how PeopleSoft is priced (license or support)?

• How will support timelines be set with PeopleSoft Selective Adoption?



Questions and Answers


Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft’s Product Direction

David BainPeopleTools StrategyNovember, 2015


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

2


Program Agenda

• Fluid UI Demo

• Getting Started with Fluid UI

• What you need to know about Selective Adoption


Fluid UI


� Add productivity features in Fluid UI that make Power Users more productive

� Make Fluid UI the primary user interface for all PeopleSoft Applications


Administration Homepages/Tiles/Navigation

Analytics Responsive UI

Fluid UI - Demo


Get Started with Fluid UI

�Understand Fluid UI Technology and what is available

�Have a Selective Adoption Strategy in place

�Train your IT staff

• Selective Adopting Fluid UI is much easier than building it yourself

• Amount of training required depends on complexity of customization

• How to Administer Fluid UI

�Plan how you will deploy to smartphones

�Make sure all planned users have minimum browser levels

�Prepare to support more users


Learn about the PeopleSoft Fluid User Interface


The PeopleSoft Spotlight Series is a new video-based

learning resource.

Be sure to watch these episodes:

Developing a Fluid Strategy

Developing Fluid Applications

Deploying Fluid Applications

To get started, go to the PeopleSoft Information Portal

www.peoplesoftinfo.com, click the training tab to

access the link to the Spotlight Series.


Selective Adoption is . . .

• Term used to describe PeopleSoft’s Lifecycle Management Process

• PeopleSoft will . . .

– Regularly make available maintenance and new features

• Customers will . . .

–Use the Lifecycle Management Tools to . .

– Apply only the changes they want . . .

–When they want them



Selective Adoption

• Elements of your strategy should include:

1. A way to determine what changes you want to take

2. A way to determine when you want to take the changes

3. How to apply changes as efficiently as possible



Your Selective Adoption Strategy Includes

� Mindset Change

� Create a Budget

� Create a Schedule

� PeopleTools Policy

� Test Automation Strategy

� Policy for Maintenance/Features

� Plan the Upgrade to 9.2

� Rolling out Mobile Apps

� Delivering off-cycle Enhancements


Old:

• Design process around business

• Customizations are readily available

• Maintenance is deferred

• Business systems are static

• Customize for business needs

New:

• Design business around process

• Customization is disciplined

• Maintenance is frequent

• Business systems are agile

• Configure for business needs

Mindset Change


Create a Budget

• Old budget accounted for light maintenance and a major upgrade every 3-7 years

• New budget must account for ongoing maintenance and ongoing adoption of new features

• Is the cost higher? Lower? The same?


Create a Schedule

• Don’t necessarily align schedule with Update Image Release dates

• Schedule small, medium and large releases based on:

– Regulatory requirements

– Resource Availability

• Small –

– Bugs, security vulnerabilities, regulatory requirements, simple configurations

– Focused testing, limited user impact, quick turnaround

• Large –

– Features, get current with maintenance, customizations, complex configurations

– Full regression testing, user impact


• Example Schedule:

–Minor release 4 times a year

• 1.5 to 2 month projects

• Regulatory and bug fixes

• Minor user requests

• Feb, May, Aug, Nov

–Major releases 2 times a year

• 5-month major project

• New enhancements

• Get current plans

• Apr, Sept

Create a Schedule


• PeopleTools updates are the same as they have always been.

• PeopleTools license says:

– Full support for 12 months after next release.

– Limited support for additional 12 months.

• May be required to be on a supported version in order to apply maintenance.

PeopleTools Policy


Minimum PeopleTools version can be found on the Cumulative Feature Overview and in Update Image Contents List spreadsheet available for each Update Image

PeopleTools Policy


Test Automation Strategy

• Testing is the largest part of any project.

• Start your regression tests by:

– Automating testing of mature products, not new development.

– Having functional users design tests and technical users build and run tests.

– Implementing a test documentation policy, which is key.

• Build repeatable portable tests:

–Migrate tests from environments.

– Page prompting allows for direct page access (navigation free).

– Scroll prompting to identify by key not index.

– Cross reference reports.


Test Automation Strategy

• PeopleSoft Test Framework Benefits

–Use execution options – let you migrate tests between environments

–Use page prompting – menus can change without impacting tests

–Use scroll handling – Prompts can change without impacting tests

–Use test cases – To easily create additional tests

–Make tests dynamic

• Use reserved words (#TODAY)

• Use persistent variables

• Use If-Then logic



Maintenance Policy

• Define your approach for all types of maintenance

– Legislative fixes

– Priority 1, 2 . . . bugs

– Security Vulnerabilities

– Getting current

– Skip applications you don’t use

• Recommended plan is to stay current with maintenance so your applications are in the most current, stable state

• Get current on a regular basis


Applying new Features

• Line of business is now responsible to

–Understand what is coming and what is there:

–Use the Planned Features and Enhancements Info Center to stay current on what PeopleSoft is working on

–Use the Cumulative Feature Overview Tool to track what has been delivered by image

• IT and LOB owners work together to stay informed about what is available and what the impacts are and define priorities

• Use new features as a way to eliminate costly customizations

• Selective Adopt your way to new features instead of customizing



Rolling out Mobile Apps

• There is a big difference between Tablets and Smartphones

– Smartphones can typically use the desktop interface

– Tablet users are accustom to extra levels of security

• Determine how applications will be deployed and secured

• Many organizations have a Bring Your Own Device (BYOD) policy and many use a Mobile Device Management (MDM) offering



Plan for a Upgrade

• Upgrade means moving from an older release to 9.2:

–Use a certified Upgrade Source Image as the starting point (not every PI is an Upgrade Source Image)

– The process is:

• Upgrade to the latest certified upgrade release (for example, FSCM 9.2 through Update Image 11).

• Do a ‘make me current’ to the latest PeopleSoft Update Image (PI).

• Apply ongoing maintenance and features going forward.

– Each product team delivers certified upgrade paths at different intervals.

–Once on 9.2, there are no more upgrades.

– For more information go to the PeopleSoft Upgrade Source Image Home Page (Doc ID 1552580.1) on My Oracle Support.


Delivering Off-cycle Enhancements

• Users are accustom to change when new releases are created

• Make the applications as intuitive as possible to minimize the need for end-user training and support

• Be prepared when you do roll out change



PeopleSoft Update Manager – 8.55

24

Menu to set context and take action

Real-time analytics to show the status of

maintenance


Announcing the New

The PeopleSoft Spotlight Series is a new video-based learning

resource that will help you get a deeper understanding of our

latest Oracle PeopleSoft technologies, features and

enhancements. The first videos in the series cover:

• PeopleSoft Selective Adoption

To get started, go to the PeopleTools training tab on the PeopleSoft

Information Portal www.peoplesoftinfo.com for a link to the

Spotlight Series. These videos are available on the Oracle Learning

Library for free, a simple registration step may be required.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 26

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

Get Connected and Stay InformedKey PeopleSoft Information Sources

PeopleSoft Information

Portal

PeopleSoft

Video Feature Overviews and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 27

Documents

PeopleSoft of Today and Tomorrow—Intuitive, Powerful, …nrconsults.com/wp-content/uploads/2015/12/Robbins-Bain... · PeopleSoft of Today and ... *leveraging PeopleSoft Fluid User