PeopleSoft Northwest RUG Keynote Presentation with Oracle
May 23, 2017
Your Presenters
Marcus Bode Managing Director
[email protected] (415) 509-1151
Application Focus: PeopleSoft, Oracle Cloud IaaS/PaaS and SaaS “Fusion”
Vertical Focus: Financial Services, Healthcare, Research, Utilities, Public Sector
My role at SpearMC: Product Development, Oracle-PeopleSoft Evangelist, and Chief Customer Satisfaction Officer
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Founded in 2004, SpearMC is a technology and professional services firm specializing in
PeopleSoft FSCM, HCM, ESA
PeopleTools Development and System Administration
PeopleSoft Test Framework
Oracle Cloud ERP and HCM
Oracle Business Intelligence
PeopleSoft Training
Project Management
Oracle Public Cloud
QA and Test Automation
NetSuite and Host Analytics
© 2017 SpearMC Consulting
About SpearMC
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We focus on local market delivery and capability
development in line with industry focus areas unique to the regions we serve.
Dedicated to Pacific Northwest since 2010. Offices and leadership in Portland & Seattle.
Our local and well-connected network of top-tier
business analysts, technical leads, developers and project managers keep travel cost to a minimum.
© 2017 SpearMC Consulting
About SpearMC
© 2017 SpearMC Consulting
To Cloud…or not to Cloud?
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• It’s May 2017…your organization faces comprehensive technical and business
challenges to assess, select and deploy PeopleSoft cloud strategies.
• The Promise of Enterprise Cloud
• Better use of Internal Resources
• More rapid response to changing business models
• Lower capital and operational expenses
• Fewer Operational Issues
• More Secure, Better Performance, In Compliance
© 2017 SpearMC Consulting
Keynote Topics
PeopleSoft to Oracle Cloud Options.
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Oracle SaaS: Planning for a Successful Migration to Oracle Cloud ERP or Cloud HCM
Oracle IaaS/PaaS: Planning for a Successful PeopleSoft on Oracle Public Cloud Migration.
© 2017 SpearMC Consulting
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PeopleSoft and Oracle Cloud
Now is the right time to understand and evaluate your PeopleSoft 9.2 Upgrade, Mobile, Fluid UI, PeopleSoft on OPC and Oracle Cloud ERP options.
PeopleSoft 9.2 and Tools 8.55/8.56 Roadmap
Lift-and-Shift PeopleSoft to Oracle Public Cloud
Oracle Cloud ERP/HCM Healthcheck and Demo
Oracle Cloud TCO Analysis
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PeopleSoft and Oracle Cloud
Get Cloud Ready with PeopleSoft Now
Content provided by Oracle. Copyright © 2017, Oracle. All rights reserved.
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PeopleSoft and Oracle Cloud
Content provided by Oracle. Copyright © 2017, Oracle. All rights reserved.
Opportunities Along Your Journey
© 2017 SpearMC Consulting
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PeopleSoft on Oracle Public Cloud
Coming up with a Business Case
• Focus first on the “why” not the “how”
• Reduce Data Center Expenses: Hardware, Real Estate, Power, OS/SW
• Less Reliance on Internal Capabilities
• Speed to New Environments, Speed to Test, Scale for Future Growth
• Desire for Greater Stability, Redundancy, Failover and Failback
PaaS delivers significant benefits to those
running an Oracle DBMS. If not running
Oracle DBMS, then decide on of IaaS alone
will give you enough bang for the buck.
© 2017 SpearMC Consulting
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PeopleSoft on Oracle Public Cloud
Call to Action and Next Steps
• Next focus on “when” and “what”, not “how”
• When: Timing to purchase OPC…your next material IT event:
– Hardware refresh
– Hosting services renewal
– Oracle database upgrade (or move to Oracle database)
– PeopleTools upgrade (and then migrate to OPC)
• What: Consider Oracle Public Cloud for the following:
– Demo Environment
– Update Source Environments
– Staging and Testing Environments
– Production
Your Presenters
Nick Cary Application Sales Manager
[email protected] 415-845-5284
Application Focus: PeopleSoft FSCM, EBS, Oracle Cloud SaaS “Fusion”
Vertical Focus: Financial Services, Technology, Non Profit, Mining
My role at Oracle: Solution Architecture and Regional Sales Lead
By 2020s…
IT Marketplace Predictions
80% of Production Apps in the Cloud
100% of Dev/Test will be Cloud
Nearly All Enterprise Data will be Stored in Cloud
Enterprise Clouds will be the Most Secure IT
© 2017 SpearMC Consulting
© 2017 SpearMC Consulting
Cloud Services
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SaaS PaaS IaaS
Software as a Service Platform as a Service Infrastructure as a Service
• Replaces traditional on-device software
• Saves cost and time as no installation is needed
• Location independence
• Eliminates software maintenance problems
Oracle Cloud ERP, WebEx, Google Apps, NetSuite
• Extends current data center infrastructure for temporary workloads
• No Hardware CAPEX • Location Independence • Supports Scalability • Faster Disaster
Recovery
Microsoft Azure, AWS, Joyent
• Increases developer productivity and utilization rates
• Decreases application’s time-to-market
• Allows developers to frequently change or upgrade operating system features
Force.com, Google App Engine, Oracle Public Cloud
Enterprise Performance
Mgt (EPM)
Human Capital & Talent Mgt
(HCM)
Customer Experience
(Sales, Mktg, Svc)
Innovation & Product
Lifecycle Mgt
Mobile
Social
Analytics User Experience
PaaS
Connected Data
Secure
Platform-as-a-Service Infrastructure-as-a-Service
Value Chain Planning &
Logistics (SCM/OTM)
Unified Innovation!!!
Project Financials/
Project Execution (PPM)
Strategic Procurement
Complete Cloud Offering
© 2017 SpearMC Consulting
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Why Existing Customers Move to the Cloud?
Upgrade Avoidance
70%
70%
47%
43%
Pre-Existing Project/ Initiative
Systems Simplification
User Experience
© 2017 SpearMC Consulting
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Global Expansion New Market Entry
Multi-ERP Rationalization
Shared Service Initiative
Infrastructure Investment Avoidance
X
On-Premise Upgrade Avoidance
X
Subsidiary Strategy
Social Collaboration
Mobile Enablement
Acquisitions & Divestitures
Key Cloud Inflection Points
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© 2017 SpearMC Consulting
The Business Case for the Cloud
Total Cost of Ownership Considerations
Annual Support/ Maintenance Fees
Upgrade Costs
Hardware Costs
Hosting/Managed Services
IT/Labor Costs
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Customer 2 Cloud Program
Transformational Incremental
Packaged Cloud Integrations
Rapid Start-Up Services
$
Financial Incentives
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Define Your Path to the Cloud
Choose Cloud over Upgrades to On-Premise
Optimize Two Tier ERP Strategy with Cloud
Improve Focused Functions with Cloud
Oracle Cloud
Subsidiary Subsidiary
Reporting Cloud
Sourcing Cloud
1 2 3
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© 2017 SpearMC Consulting
3600+
26BILLON
ERP CUSTOMERS As of end of FY16Q4 (May 2016) – hundreds added each Quarter!!!
HCM CUSTOMERS As of end of FY16Q4 HCM Cloud was first Oracle Cloud Products
AVERAGE NUMBER OF DATABASE TRANSACTIONS PER DAY
17YEARS
HOSTING EXPERIENCE Leverage experience to engineer cloud solutions
6500+
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Oracle’s Cloud Leadership
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© 2017 SpearMC Consulting
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PeopleSoft Customers Embracing the Cloud
Replacement Coexistence
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© 2017 SpearMC Consulting
© 2017 SpearMC Consulting
SaaS Change Management
Waterfall
• Fixed scope with estimated time and resources
• All requirements detailed at beginning of the project
• Costly to incorporate changes
• Potential for team siloes
• Sequential work through each phase
• One release at the end of the project
Hybrid Agile
• Fixed scope with estimated time and resources
• High-level requirements at the beginning of the project with prioritization and modifications throughout
• Flexibility – Changes are easily accommodated
• Cross-functional teams during sprints
• Sprints organized by features and prioritized processes
• Releases throughout or at the end of the project
Agile
• Estimated scope with fixed time and resources
• Requirements elaborated during sprints
• Flexibility – Changes are easily accommodated
• Cross-functional teams
• Vertical slice of functionality completed each sprint
© 2017 SpearMC Consulting
Waterfall Approach
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Waterfall is characterized by
• Fixed scope with estimated time and resources
• All requirements detailed at beginning of the project
• Costly to incorporate changes
• Potential for team siloes
• Sequential work through each phase
• One release at the end of the project
Plan Analyze Design Build Test Deliver
Waterfall is a linear and sequential approach to software development that
relies on detailed, accurate requirements upfront and uses the outputs of each
phase to form the basis of work for the next phase.
© 2017 SpearMC Consulting
Agile Approach
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Agile is an empirical, iterative approach to software development emphasizing a
continuous focus on value, flexibility, customer involvement, and rapid delivery
of functionality.
Agile is characterized by
• Estimated scope with fixed time and resources
• Requirements elaborated during sprints
• Flexibility – Changes are easily accommodated
• Cross-functional teams
• Vertical slice of functionality completed each sprint
Test
Release
Design Build
Configure
© 2017 SpearMC Consulting
Hybrid Agile Approach
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While pure agile approaches are highly effective when requirements are unclear or the dynamics of the business environment demand frequent change, they are not well suited to every organization or project.
Waterfall Hybrid Agile Agile
Hybrid Agile is the application of adaptive, agile concepts and techniques in a traditional, predictive project
© 2017 SpearMC Consulting
Change Management for SaaS
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Factors to consider
Well defined Ongoing Prioritization Scope
Predictive Adaptive
Low High
Well defined Uncertain
Specialized Cross-functional
Planning
Need for Flexibility
Technology
Team Composition
Waterfall Hybrid Agile Agile
© 2017 SpearMC Consulting
PeopleSoft vs. Cloud ERP
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Key Indicator PeopleSoft Cloud ERP
System Maintenance & Resource Model
• Maintained by IT and technical resources
• Significantly Higher Upgrade Costs
• Slow and Expensive Processes and Maintenance Models
• Maintained by HR business • Low IT Resource Investment. Focus
on Business Process Orientation. • Low Upgrade Costs • Highly Integrate with Agile
Deployment and Maintenance Models
Custom options
• Tools enable high Degree of customization
• Low Customization Options • One Software Version
Mobile Capabilities
• Evolving Mobile capabilities
• Sophisticated and Highly Integrated Mobile Options
Reporting and Analytics
• Technical Intervention Needed to build Reports
• Embedded Analytics and Integrations with Cloud Analytics with
Self Service • Complicated User Interface and Self Service Capabilities
• Configurable and Sophisticated User Interface
© 2017 SpearMC Consulting
Challenges: On-Prem to Cloud Migration
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• Mitigation of cloud security and Data privacy risks (Perceived and Real).
• Customer Lock-In. Recurring subscription fees.
• Change management challenges resulting from loss of control of Internal IT functions.
• Customer Acceptance and adoption to multi-tenancy single line of code.
• Integrating with third party applications with the cloud architecture.
• Limited customization capability due to multi-tenancy.
Your SpearMC Team.
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Randall Johnson Managing Director [email protected]
Your SpearMC Team
© 2017 SpearMC Consulting
Tom Tretter Managing Director [email protected]
© 2017 SpearMC Consulting
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PeopleSoft Training Our Training Material focuses on the students learning experience…not number of training days. Re-written for PeopleSoft 9.2 and PeopleTools 8.55, we have the most relevant material on hand.