PeopleSoft SCM Assessment Workshop · Industry Conferences and Presentation • Oracle Open World • Quest Collaborate and Reconnect • HEUG (Higher Ed.) and HIUG (Health Industry)

12/2/2019 © SpearMC Consulting 1

© 2019 SpearMC Consulting

Vidant HealthPeopleSoft SCM Assessment Workshop

November 22, 2019

Meeting Agenda

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1. Welcome & Introductions

2. Latest PeopleSoft SCM Features

3. Sourcing, Contracts & Legal

4. Procure to Pay (working lunch)

5. Supply Chain & Inventory Mgmt

6. Wrap Up and Next Steps

9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm


Introductions

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Tom TretterManaging Director (Portland, OR)[email protected](314) 629-3618

▪ 22 Years PeopleSoft Experience▪ BI / Analytics▪ Financials▪ Grants

▪ Supply Chain▪ P2P / SRM▪ HCM

Marcus BodePresident & Founder (San Francisco)[email protected](415) 509-1151


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An Oracle Platinum Partner, we specialize in:


About SpearMC

▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

▪ PeopleSoft Hosting on Oracle Cloud Infrastructure

▪ PeopleSoft and Tools Training

▪ PUM Update & Testing Service

▪ PeopleSoft Reseller since 2008

▪ PTF and Test Automation

▪ Oracle Hyperion and PBCS

▪ Oracle Business Intelligence

▪ PeopleSoft Managed Services

Healthcare Expertise


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2019 HIUG Community Sponsor6

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SpearMC Differentiators


1. Focus on Education, Training & Thought Leadership

2. Oracle Relationship and PeopleSoft Depth and Breadth

3. Trusted Clients Relationships

Oracle Training

• PeopleSoft and PeopleTools

• Hyperion, PBCS and Cloud EPM

• Oracle University Approved Reseller

• Oracle Unlimited Learning Subscriptions

Industry Conferences and Presentation

• Oracle Open World• Quest Collaborate and Reconnect• HEUG (Higher Ed.) and HIUG (Health Industry)• SpearMC & Oracle Co-hosted eventsManaged Services• PeopleSoft System Administration

• PeopleSoft on Oracle Cloud Infrastructure

• PeopleSoft PUM and Tools Update Service

• PeopleSoft PTF and Testing-as-a-Service

Business Transformation• Assessments and Roadmaps• Migration to Cloud Blueprints• Mobile UI/UX and Security

• Robotic Process Automation

Oracle Applications and Technology

• PeopleSoft Financials and Reporting

• PeopleSoft Grants and Project Costing

• PeopleSoft Supply Chain and SRM

• PeopleSoft Asset Lifecycle Management

• PeopleSoft Lease Administration

• PeopleSoft Treasury & Cash Management

• PeopleSoft HCM and Payroll

• PeopleSoft Benefits and Absence Mgmt

• PeopleSoft Employee and Manager Self Svc.

• PeopleSoft Talent and Recruiting

• Hyperion Reporting

• Hyperion SmartView

• Hyperion Planning

• Oracle PBCS and EPM Cloud

• Oracle OBIEE

• Taleo Recruiting and Onboarding

• PeopleTools, PeopleCode, Fluid, Porta.

• Webservices, Integration Broker, SQR/SQL

• PUM, BI Publisher, Security, Workflow8

Education / Training & Thought Leadership

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Oracle Relationship and Depth / Breadth


SpearMC Co-Sponsored Events with Oracle

o Oracle/PeopleSoft Events• PeopleSoft Customer Advisory Board• PeopleSoft Regional User Groups in PNW, CA, CO, AZ, TX, IL, MN, MD/DC• PeopleSoft Industry Day – sponsor Virtual Events• HEUG Alliance and HIUG Interact• Oracle Open World and Global Partner Summit• Quest Collaborate, ReConnect and Regional Events• Local PeopleSoft on OCI Events, Seattle-LA-Chicago-SF

Oracle Product Development

o PeopleSoft CloudShift is a trademarked SpearMC product, for one price includes:1. PeopleSoft Sizing and Hosting on OCI2. Lift-and-Shift to OCI and PeopleSoft Cloud Manager Configuration3. One Year Managed Services: PUM and Tools4. Oracle Product and Cloud Learning Subscriptions

o PeopleSoft Bolt-on applications and packaged integration

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Proven and Deep Client Relationships


• SpearMC Clients Selected for Oracle Innovator Awards (3 years)

• SpearMC and Client Co-Sponsored Events with Oracle

o Quest PeopleSoft Industry Day – sponsor Virtual Eventso Annual SpearMC Healthcare Forumo Local HEUG User Groupso Project Costing forumso Local Regional User Groupso Local PeopleSoft on OCI Events, Seattle-LA-Chicago-SF

• New client workshops participation

• PeopeSoft Managed Services growth

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PeopleSoft on OCI

GET CURRENT.

STAY CURRENT.


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What we hope to accomplish

Learn from each other…• Business and Technology Professionals coming together to build a network

• Share Best Practices in the PeopleSoft Healthcare and Research Community

• Enhance User Experience and Build User Adoption

• Optimize utilization and effectiveness of PeopleSoft investment

Bring Business and Technology Innovation to our Organizations in an Efficient and Useful Way

• Free-up Healthcare Providers, Clinical and Research experts to focus on patients and new cures

• Become Cost Effective and then become More Cost Effective

Meeting Agenda

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9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm



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As Is SRM / SCM - ERP functionalityVidant Health

Supplier Portal Supplier Self Service

Modules / Functionality Owned and Implemented

Functionality Owned and Not Implemented

All Others - Not Licensed, but available

Supplier Scorecard


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SpearMC Proposed RoadmapP2P Optimization

Supplier Scorecard

eProOptimization

Purchasing Optimization

Supplier Portal

eSupplierConnection

eSettlementsSupplier

ContractsStrategic Sourcing

❑ Phase 1 – Implement functionality already owned:

❑ Phase 2 – Implement new modules to complement P2P process:

4-5 weeks (now) 8-10 weeks 4-6 weeks 4-6 weeks

8-10 weeks 14-16 weeks 20-24 weeks 14-16 weeks

Client Example


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Supplier Lifecycle Management


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Supplier Onboarding

• Supplier Onboarding Administration

• Register

• Registrant Maintenance

• Approval Processing


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PeopleSoft Supplier Lifecycle Management

• New WorkCenter • Supplier Setup Quick Links & Pivot Grids


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• Based on Corporate Supplier (graphical representation & analytics)


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• Visibility to dozens of supplier data elements

• Drag and Drop pagelets

• Saved views for personal use or sharing


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Supplier Scorecarding

• Score supplier performance

• Solicit feedback from key stakeholders

• Use results to make future procurement decisions


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PeopleSoft Supplier Self Service

• Access Purchase Orders

• Acknowledge PO’s

• Change Request & Backorder

• Advanced Shipping Notice

• Review Supplier Performance

• Used by Suppliers

• Requires PeopleSoft Purchasing

• Create and submit Invoices

• Resolve collection issues

• Request Dynamic Discounts

• View Invoice Lifecycle

• View real-time analytics

• Used by Suppliers and Buyers

• Required PeopleSoft Payables

eSupplierConnection

eSettlements

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Advanced Reporting & Tools Training


❖ Advanced Query (Composite, Connected, Drilling URLs)

❖ Pivot Grids

❖ Related Content and Pagelets

❖ WorkCenters and Dashboards

❖ Supplier 360

❖ Alert and Notification Framework

❖ Forms and Approval Builder

❖ Activity Guides

❖ Page and Field Configurator

❖ PTF

❖ Others …

Technology Data Request Review

25© 2019 SpearMC Consulting

Meeting Agenda

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9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm


Sourcing, Contracts Data Request Review


Meeting Agenda

28







9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm


Procure to Pay Data Request Review


Meeting Agenda

30







9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm


Supply Chain and Inventory Data Request Review


Meeting Agenda

32







9:00 – 10:00 am

10:00 – 10:30 am

10:30 – 11:30 am

11:30 – 1:30 pm

1:30 – 2:45 pm

2:45 – 3:00 pm


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Next Steps


Thank you!!!

Appendix Slides


Documents

PeopleSoft SCM Assessment Workshop · Industry Conferences and Presentation • Oracle Open World • Quest Collaborate and Reconnect • HEUG (Higher Ed.) and HIUG (Health Industry)