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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Technology Update and Roadmap Pramod Agrawal Sr Director PeopleSoft Development November 07, 2014

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Page 1: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Technology Update and Roadmap

Pramod Agrawal Sr Director PeopleSoft Development November 07, 2014

Page 2: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

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.

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Page 3: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

What If I Told You

• Can have an intuitive, simplified user experience

• Can use PeopleSoft on any mobile device

• Can stay current at a fraction of the cost

• Never need to upgrade again

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With PeopleSoft You…

What Would You Say?

Page 4: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

It’s True!

An Intuitive, Simplified User Experience on Any Device

Multiple Updates a Year and Take What You Want, When You Want

Without Upgrading

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The PeopleSoft of Today

PeopleSoft Fluid User Interface Continuous PeopleSoft Delivery Model

2015

2020

2019

2018

2017

2016

Page 5: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Give Them What They Want Two PeopleSoft User Interface Challenges

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Simpler and More Intuitive Optimized Mobile Solutions

&

Page 6: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Solving Both Challenges with One Solution PeopleSoft Fluid User Interface

What Is It

• PeopleSoft Mobility on Any Device

• New Online Desktop Experience

• Native Tablet/Phone Experience

• Optimized Across Multiple Form Factors

• HTML5/CSS3 PeopleSoft Pages

• End User Personalization

• Single, Merged Solution Across PeopleSoft

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Why You Care

• Simple and Intuitive to Use

• Lower Training Costs

• Easy to Provision and Deploy

• Seamless User Experience Across Platforms

• Consistency Across PeopleSoft and Oracle

• Uses Existing PeopleSoft Tool Set

• Delight Your PeopleSoft Users

Page 7: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Let’s See It!

PeopleSoft Fluid User Interface Demonstration

• Mobility

• Homepages

• Responsive Design

• Personalization

• Built-In Analytics

• Self-Service

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Page 8: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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More Than Just Look and Feel The Value of PeopleSoft Fluid User Interface

Mobility and Portability Between Multiple Devices

Intuitive User Experience

Personalizable

Unified User Experience Across Oracle Applications

Page 9: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Investment Strategy An Intuitive, Simplified User Experience and Mobility for More Users

Power Users

Classic UI Focus

Primary Device: Desktop

Casual Users Executives

Fluid UI Focus

Primary Device: Mobile

Over time, expand Fluid UI to include Power Users

Page 10: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Planned PeopleSoft Fluid UI Deliverables PeopleSoft HCM 9.2

• 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 View • My Time View and Time Entry • Pay Slip View • Benefits View • My Performance View • Absences View and Entry • My Learning View • Approvals

Non Exhaustive

Page 11: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Planned PeopleSoft Fluid UI Deliverables PeopleSoft FMS/SCM 9.2

• Employee Self-Service Homepage • Purchase Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Time Entry • Approvals • 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 Balance v. Forecast by Bank View

Non Exhaustive

Page 12: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Planned PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM 9.2

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

FMS/SCM

• 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

• Mobile Grants

• Mobile Financials

• Profit and Loss for the Period

• Expenses vs Budget

• Top Departmental Expenses

• Revenue vs Forecast

• Item Collection Days

• Invoice Cycle Times

• Payables Time to Discount

Non Exhaustive

Page 13: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Getting the Latest Innovations You’re On PeopleSoft 9.2, Do You Need to Jump to the Next Major Release?

Page 14: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Long Time to Get New Functionality to End Users

Traditional Delivery, Upgrade Driven Adoption

2006 2007 2008 2009 2010

PeopleSoft 9.0

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2011 2012

PeopleSoft 9.1

2014 2015 2013

PeopleSoft 9.2

• Customers Upgrade Every 4-6 Years

• Oracle Delivers Major Releases ~Every 3 Years

Customer “A” Goes Live on PeopleSoft 9.0

Customer “A” Goes Live on PeopleSoft 9.2

Page 15: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Traditional Delivery, Upgrade Driven Adoption

Your Previous Life as a Customer

• Steady state was not conducive to IT/line of business interactions

• Requests for new functionality generally delivered through customizations

• Too much money and time spent on maintenance yet always seemed behind

• Upgrades were disruptive and costly with few new capabilities

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Impact to You and Your Organization

Page 16: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Minimizing Disruption, Maximizing Value

What We See Happening

• Perception vs. Reality of Change

• Dynamic Content & Functionality

• Data Center Innovation supports Dynamic Systems

• Corporate Culture has NOT kept up with User Expectations

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What We’ve Done

• Redesign PeopleSoft Development Factory

• Refactor Delivery Model

• Incorporate Dynamic Deployment Features

• Modularize PeopleSoft Architecture

• Redesign Enhancement Adoption Model

Creating a Climate for

Change

Engaging & Enabling the Organization

Implementing Change

Page 17: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Changing the Delivery Model PeopleSoft’s New Delivery Model Enabled by the PeopleSoft Update Manager

Delivery of New Capabilities 2 – 3 Times a Year

Get New Capabilities without Upgrading, Ever

Take Only the Changes You Want, When You Want

No Need to be Current on Maintenance

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Page 18: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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New Capabilities without Upgrades

Continuous Delivery, Flexible Adoption

2013 2014 2015 2016 2017

PeopleSoft 9.2

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2018 2019 2021 2022 2020

• Customers Adopts the New Capabilities They Want, When They Want

• Oracle Delivers New Capabilities 2 – 3 Times a Year

New Capabilities Learn More “PeopleSoft Long Term Investment Plan and Roadmap” on My Oracle Support [login required]

Customer “A” Goes Live on PeopleSoft 9.2

Customer “A” Adopts New Capabilities

Page 19: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Consuming Change Adapting to the New PeopleSoft Delivery Model, What it Means to You

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To Realize Benefits, Your Organization Must Change

• Continuously assess newly delivered capabilities

• Collaborate with the business to prioritize needs

• Schedule the adoption of new functionality

• Roll out small incremental changes

• Develop a sensible maintenance plan

Page 20: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Consuming Change Adapting to the New PeopleSoft Delivery Model, What it Means to You

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To Realize Benefits, Your Organization Must Change

• Continuously assess newly delivered capabilities

• Collaborate with the business to prioritize needs

• Schedule the adoption of new functionality

• Roll out small incremental changes

• Develop a sensible maintenance plan

Page 21: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Continuous Delivery, Flexible Adoption

Your Future Life as a Customer

• No more upgrades!

• IT is more collaborative and responsive to the business’ needs

• Quicker delivery of new functionality

• Delivered mobility and a simplified user experience

• Better use of budget

• Oracle and your IT department are more responsive

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Impact to You and Your Organization

Page 22: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Analytics, Information & Big Data

What We See Happening

• Application systems are no longer simply for collecting “compliance” data

• Users’ familiarity with information directly affects its usability

• Analysis >> Action & Search >> Action

• Big Data integrated with Operational Data

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What We’ve Done

• Refactor PS_QUERY as the basis for virtually all content access

• Extend Query features for greater usability (Connected Query, Drilldown, etc.)

• Pivot Grids

• Related Content, Related Actions

• Global Search

• Refactor functional processes

Page 23: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Analytics, Information & Big Data

• Near Term: – Increased Pivot Grid Usability

• Query

• Multiple Save As

• Performance

• Embedded Help

– Self-Service Analytics • Report Scheduling, Notifications

• Chart Libraries

• Longer Term: – Role of Analytics on Application Usability

– Integration of “bigger” Data into Operational Reporting

– Effect of Moore’s Law on Real-time Integrated Analytics

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Ongoing Discussions, Future Strategy

Page 24: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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PeopleSoft 9.2 Customer Successes Customers Shared Their Stories at Oracle OpenWorld

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Page 25: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Get Connected and Stay Informed Key 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

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Page 26: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Get Connected and Stay Informed Web Based Cumulative Feature Overview Tool – With Update Image Details

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Search for features within Update Images

New columns with helpful information and links

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft @ Oracle OpenWorld

Session

PeopleSoft Technology Update and Roadmap (CON7587)

PeopleSoft PeopleTools 8.54: PeopleSoft Fluid User Interface in Action (CON7595)

PeopleSoft Human Capital Management: Update and Roadmap (GEN7666)

Customer Success in Optimizing Change Delivery with Update Manager (CON7596)

Do More with Less: The Value of PeopleSoft Financials 9.2 and the Product Roadmap (CON7601)

A Closer Look at the New PeopleSoft Fluid User Experience (CON7567)

Customer Successes with PeopleSoft 9.2 (CON7472)

What You Need to Know to Get Enabled on PeopleSoft and PeopleSoft PeopleTools (CON7505)

Key Sessions

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Page 28: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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PeopleSoft Strategy and Update Frequently Asked Questions

• What is Oracle’s mobile strategy for PeopleSoft?

• Should I upgrade to PeopleSoft 9.2 or wait for PeopleSoft 9.3?

• How will support timelines be set with the new continuous delivery model?

• Do new deliverables like PeopleSoft Fluid User Interface need to be purchased?

• If there is no PeopleSoft 9.3 does that mean PeopleSoft is dead?

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Page 29: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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PeopleSoft Strategy and Update Key Points

•New, Intuitive and Simplified User Interface

•PeopleSoft Mobile on Any Device

•Adopt New Features without Upgrades

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Page 30: PeopleSoft Technology Update and Roadmap - · PDF filePeopleSoft Technology Update and Roadmap (CON7587) ... PeopleSoft Human Capital Management: Update and Roadmap (GEN7666) Customer

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Questions and Answers

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