1 PeopleSoft Investment Strategy, Product Roadmap, and Journey to the Cloud Club Utilisateurs de Solutions Oracle Marc Weintraub Senior Director, Product Strategy PeopleSoft March,
2 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
3 Today s Discussion Key Topics You Will Hear PeopleSoft Investment Strategy PeopleSoft Roadmap Journey to the Cloud 3
4 PeopleSoft The State of PeopleSoft Used by the Largest Public and Private Organizations Most Widely Deployed HCM Solution on Earth 6,000 Customers Worldwide Net-New Customers Added Every Year High Support Renewal Rate 40% of Active Customers On/Going to PeopleSoft 9.2 3,000+ New Features Delivered Since Acquisition Continued Investment and Innovation 4
5 Why is Today s PeopleSoft a Viable Solution for You? Success for Your Organization with the Greatest Value at the Lowest Risk Proven Solution Market Leadership Commitment User Community The Power of Oracle Robust and Complete Modern Ongoing Innovation 5
6 Oracle s Applications Unlimited Strategy Commitment and Continued Investment for Every Product Line PeopleSoft JD Edwards E-Business Suite Siebel Intuitive, Simplified User Experience Industry and Functional Enhancements Lower Cost of Ownership Leverage Oracle Cloud Applications 6
7 Your Goals Enable Your Organization to Succeed and Thrive Effectively Execute in the Face of Complexity Easily Adapt to a Changing Workforce Minimize Disruptions to Your Organization Lower Costs by Doing More With Less 7
8 Delivering on Your Goals Enable Your Organization to Succeed and Thrive Effectively Execute in the Face of Complexity By Making PeopleSoft Easily Adapt Intuitive to a Changing Workforce Powerful Minimize Disruptions to Your Organization Lower Costs by Doing More With Less Easy 8
9 Investment Strategy Enable Your Organization to Succeed and Thrive An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface 9
10 An Intuitive, Simplified User Experience on Any Device PeopleSoft Fluid User Interface Role Based Homepages Interactive Tiles Responsive Design Free Text Search Effortless Navigation Personalization Dynamic Alerts Contextual Actions Built-In Analytics Greater Self-Service 10
11 An Intuitive, Simplified User Experience on Any Device 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 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 11
12 PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM 9.2 Non Exhaustive 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 View My Time View and Time Entry Benefits View My Performance View Absences View and Entry My Learning View Approvals FMS/SCM Purchase Requisition Travel Authorization Employee Status Reporting Expense Reporting Project 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 Copyright 2015 Oracle and/or its affiliates. All rights reserved.
13 See It For Yourself! PeopleSoft Fluid User Interface Videos Getting Started with PeopleSoft Fluid User Interface Watch Video Feature Overviews and PeopleSoft Talks on the PeopleSoft YouTube Channel PeopleSoft Fluid User Interface Concepts Click Images For More Information PeopleSoft Fluid User Interface Experience in HCM PeopleSoft Fluid User Interface Experience in FMS/SCM 13
14 PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM 9.2 Non Exhaustive 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 Copyright 2015 Oracle and/or its affiliates. All rights reserved.
15 Investment Strategy Enable Your Organization to Succeed and Thrive Process Execution Information Delivery Functional Depth Activity Guides Train Stops Guided Self-Service Pivot Grids Dashboards Configurable Analysis Framework WorkCenters Business Process Weaver Regulatory Compliance 15
16 Delivered New Functionality PeopleSoft 9.2 HCM Performance Management WorkCenter Mid-Period Performance Evaluations Life Events Using Activity Guides Paycheck Modeling Learning Dashboard with Social Capabilities Revamped Recruiting Application Process Recruiting Dashboard Global Payroll Monitoring Desktop Integration with Absence Management Reconfigured Time Reporting Bi-Directional Integration with Taleo Mobile Applications (Company Directory) ERP Multiple WorkCenters (Billing, AP, Contracts, Staffing, Buyer, Supply/Demand) Visualization of Customer, Supplier, Work Order, and More... Streamlined Expense Reporting Operational Reporting Dashboards Improved Reconciliation Controls Cash Position with Transaction Pipeline New Search Centric eprocurement Supplier Self Service Onboarding Advanced Project Pricing and Rates Staffing Industry Productivity Pack Mobile Applications (Approvals, Expenses, Requisitions) COMMON Global Search using SES New Style Sheet Dynamic Menu Breadcrumbs Actionable Operational Analytics via Pivot Grids Updated Charts REST PeopleSoft Update Manager Non Exhaustive Oracle Stack Optimization TimesTen Support Data Migration Workbench Using Application Data Sets Copyright 2015 Oracle and/or its affiliates. All rights reserved.
17 Investment Strategy Enable Your Organization to Succeed and Thrive Multiple Updates a Year, Adopted at a Low Cost without Upgrades PeopleSoft Selective Adoption 17
18 Getting the Latest Innovations You re Tired of Jumping to the Next Major Release! Copyright 2014 Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 18
19 Traditional Delivery, Upgrade Driven Adoption Impact to You and Your Organization 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 features 19
20 Changing the Model PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager Get New Features without Upgrading, Ever Take Only the New Features You Want, When You Want Delivery of New Features 2 3 Times a Year Maintenance Changes Automatically Included 20
21 Selective Adoption, Continuous Delivery New Features without Upgrades Customers Adopts the New Features They Want, When They Want Customer A Goes Live on PeopleSoft 9.2 Customer A Adopts New Features PeopleSoft 9.2 New Features Learn More PeopleSoft Long Term Investment Plan and Roadmap on My Oracle Support [login required] Oracle Delivers New Features 2 3 Times a Year 21
22 Selective Adoption, Continuous Delivery Impact to You and Your Organization Your Future Life as a Customer No more upgrades! IT is more collaborative and responsive to the business needs Quicker delivery of new features Delivered mobility and a simplified user experience Better use of budget Oracle and your IT department are more responsive 22
23 The Value of Today s PeopleSoft PeopleSoft Allows You To... Provide Better Usability Deliver mobile solutions Reduce training costs Expand self-service Mobility and intuitive usability via PeopleSoft Fluid User Interface Global search powered by Oracle Secure Enterprise Search Simplified navigation using contextual related actions Increase Productivity Intuitively execute business processes Quickly make informed decisions Effectively perform role based tasks Processes oriented Activity Guides and Train Stop visualization Embedded, actionable analytics through PeopleSoft Pivot Grids One stop, centralized work cockpits for business users in WorkCenters Reduce Costs Avoid costly upgrades Stay current for less Lower operating costs Leverage new capabilities without upgrading via PeopleSoft Selective Adoption Take only the changes you want, when you want using PeopleSoft Update Manager Operate and scale effectively and cheaply leveraging Oracle technology 23
24 Addressing the Needs of Your Global Organization Global Presence, Global Capabilities Delivered Capabilities International Bank Account Number (IBAN) VAT Withholding and SUT Processing Expand EFT Payment Formats Global Per Diem Calculations and Deductions RTI [UK] FEC Audit File [France] IFRS/US GAAP Convergence Joint Ventures in China (CNAO2 and Golden Tax) Roadmap Capabilities Global Payroll WorkCenter, Mobile Paycheck, and Analytics Self-Service esocial [Brazil] DSN [France] 24
25 PeopleSoft Roadmap Ongoing PeopleTools Investments Intuitive PeopleSoft Fluid User Interface Interactive Grouplets Related Information Pane Render Activity Guides Support External Content in Grouplets/Tiles My Preferences Framework Grouplet Wizard PeopleSoft Fluid User Interface (cont.) Branding Improvements Animations/Transitions Clear Field Action Information Delivery Timeline Charts Sorting of Facet Values Non Exhaustive Information Delivery (cont.) Embedded Help in Fluid UI Pivot Grid View Allow Multiple Named Views to be Saved Multiple Pivot Grid Views on Same Page Display Self-Service Reporting Scheduling Status in Notifications Mask Formats in Detailed View Information Delivery Security Oracle In-Memory Database Support Comparative Analysis with Multiple Y-axis and Labels Servlet filter to Protect Against XSS Attacks Greater Integration Support for CompositeQuery within Pivot Grids Re-authenticate on Save Exposing CIs as REST Services Simplified Query Generation from a Component Increase Password lengths Inbound File Chunking Powerful Support Jobs in Partition Scheduling Self-Service Reporting Scheduling and Monitoring Enhancements Materialized View Support IBM DB2 and Microsoft SQL Server Oracle Policy Automation 12c Integration PeopleSoft Update Manager PeopleSoft Test Framework (PTF) Health Dashboard Revised/Consolidated Shopping Cart Search Multi-Browser Support Provisioning Indicate Customization Impact with Search Layout Validation ACM improvements Easy Integration with PTF for Test Coverage Assessment Level of Maintenance Indicator Application Data Sets Enhanced Compare/Validation User Interface Virtualization Templates Redesign for Any OS with Built-in Dynamic Scaling Support Application Upgrades Improve Back-End Compare Performance 25
26 PeopleSoft Roadmap Ongoing PeopleSoft Financials Investments Business Process Transformation Operational Efficiencies Financial Close WorkCenter Business Onboarding Activity Guide Chart of Accounts Request Collaboration Supplier Change Requests Expansion of Supplier Enablement in esettlements Automate Expense Amortization Simulate Financial Position PeopleSoft In-Memory Financial Close Analyzer Expansion of In-Memory Financial Position Analyzer Expansion of In-Memory Financial Allocations Analyzer Side by Side Simulation Compare Actionable Simulation Analytics Non Exhaustive Expansion of Global Accounting Capabilities IFRS/US GAAP Convergence for Lease Accounting IFRS/US GAAP Convergence for Revenue Recognition CNAO2 and Golden Tax Integration for Joint Ventures in China Expanded Mobility Mobile Financial Analytics Comprehensive Supplier Portal Payment Request Expenses vs. Budget Greater Configurability Ease of Use Supplier Self Service in esettlements Customer Self Service in ebill Payment Accounting Request Additional Transactions Top Departmental Expenses Revenue vs. Forecast Top Businesses by Revenue Profit and Loss for the Period Supplier 360 utilizing PeopleSoft Configurable Analysis Framework Customer 360 utilizing PeopleSoft Configurable Analysis Framework Expansion of Mobile Approvals Cash Management Financial Operations Oracle Transaction Business Intelligence Overdrawn Account View Invoice Cycle Times Actionable Insights Liquid Position View Payables Time to Discount Pre-delivered Analytics Information Delivery Investment and Debt Mix View Available Balance v. Forecast by Bank View Take Actions to Simulate/Move Funds AP and AR Productivity Visibility Item Collection Days AR Write-Off vs. Collections 26
27 PeopleSoft Roadmap Ongoing PeopleSoft HCM Investments Ease of Use Expansion of Guided Self Service Position Management Enhancements Attachments and Configurable Fields Additional Transactions Mobile Recruiting Guided Process Optimized for Mobile Devices Integration with Social Network Mobile Learning Search, Enrollment, and Training Execution Payroll Employee Self Service Direct Deposit Enhancements Mobile Paycheck Updatable State W4 s HR Help Desk Case Creation Non Exhaustive Expansion of Manager Self-Service Employee Side by Side Compare Matrix Organization Self Service Manager Team Analytics Benefits Administration New Open Enrollment Time and Labor New Timesheet Expansion of Mobile Approvals HR Manager / Representative Center Payroll Administration Analytics Employee 360 View for Administrators Overall Process Validation via WorkCenters HR Representative Analytics Guided Processes and Checklists Pre-delivered Reports, Queries, and Analytics Absence Administrator Analytics Adoption of New Notifications Framework Time and Attendance Hours by Employee Analysis Operations Insight into Action Pre-delivered Analytics Side by Side Compare Streamlined Processes for Administrators Time and Labor Auto-enrollment Ad-hoc Analysis in Key Components Cloud Integrations PeopleSoft integrations HCM Cloud and PeopleSoft Payroll Integration Enhanced Time and Labor and Absence Integration HCM Cloud and PeopleSoft Time and Labor Integrations Expansion of Existing Integrations 27
28 Your Journey to Oracle Cloud Multiple Paths, One Destination Your Journey is Driven By Your: Business Needs Timing Existing Footprint Appetite for Change You Choose What, How, and When 28
30 Enabling Cloud Migration Choice Integration with Oracle Cloud Talent Management Recruiting Goal Management Talent Review Compensation Management Performance Management Network at Work Compensation Workforce Directory Core Human Resources People Jobs Org. Info. Comp. Comp. Changes Hire and Offer Data Core Human Resources Time & Labor Payroll Benefits 30
31 Enabling Cloud Migration Choice Payroll Integration with Oracle Cloud Human Capital Management Recruiting Goal Management Talent Review Time & Labor Compensation Management Performance Management Network at Work Compensation Benefits Workforce Directory People Jobs Core Human Resources Org. Info. Comp. Payroll Core Human Resources Comp. Changes 31
32 Customer 2 Cloud Program Enabling Your Journey to the Oracle Cloud WHO WHAT WHY Existing PeopleSoft customers paying on-premises support Adopt Oracle Cloud using current support spend Lower TCO Organizations interested in latest Oracle Cloud innovations Customers wanting to migrate onpremises applications to the Oracle Cloud Shift to ANY application within Oracle Cloud pillar portfolio Quickly adopt latest Oracle Cloud innovations Flexibility Speed Making it easy and cost effective to move on-premises applications to the cloud 32
34 PeopleSoft in the Cloud Oracle Managed Cloud Services for PeopleSoft and through Partners Predictable Low Cost Proven Secure Flexible Copyright 2015 Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 34
35 Honeywell Honeywell is a Fortune 100 company with over 130,000 employees worldwide including over 20,000 engineers that invents and manufactures technologies to address some of the world s toughest challenges. Challenge Homegrown Solutions Multiple Disparate Solutions Unable to Deploy Globally Poor Self Service Inferior End User Experience High Costs Solution PeopleSoft HCM PeopleSoft Interaction Hub Oracle Recruiting Cloud Service Result Simplified End to End User Experience Accelerated Staffing and Onboarding Leveraged Out-of-the-Box Capabilities Eliminate Custom Homegrown Applications 35
36 Ascension Health Ascension Health is the largest Catholic and largest non-profit health system in the US with over 70 hospitals. Challenge Massive Infrastructure Multiple Environments Rapid Expansion Solution Oracle Managed Cloud Services for: PeopleSoft HCM PeopleSoft ERP Result Lower Costs Scalability Focus on Core Competencies 36
37 PriceWaterhouseCoopers (PWC) PWC is a multinational provider of professional services. With over 180,000 employees globally it is the world s second largest professional services firm. Challenge Greater Deployment of Self Service Gain Better Insight into Workforce Solution PeopleSoft HCM Oracle Performance Management Cloud Oracle Goal Management Cloud Oracle Talent Review Cloud Oracle Business Intelligence HR Analytics Result Greater Access to Information Better Understanding of Workforce Intelligent Decision Making Higher Adoption of Self Service 37
38 Ford Ford is a worldwide maker of cars, trucks, and commercial vehicles. In 30+ countries with 60,000 employees, Ford produces over 5.5 million vehicles a year. Challenge Need to Manage Compensation Globally Complex Compensation Model Custom Compensation Solution Solution PeopleSoft HCM Oracle Workforce Compensation Cloud Result Streamlined Compensation Process Executing on Compensation Globally 38
39 Available Services Add On Services from Oracle Advance Customer Support (ACS) Global Payroll Tax Updates for Select Countries Payroll for North America Tax Updates United States Tax Form 1099 Updates Starting in July of 2015 Severity 1 Fixes for PeopleSoft 9.0 Contact ACS to Learn More Copyright 2015 Oracle and/or its affiliates. All rights reserved. 39
40 Incredible Amount of Innovation Today s PeopleSoft 1,500 New Features 3 New In-Memory Applications 50 Mobile Solutions 75 Actionable, Embedded Analytics 15 Role-Based WorkCenters 1,300x Faster on In-Memory Database 10x Scalability on Exalogic 5x Better Performance on Exadata New Simplified, Intuitive UI Integrated to Oracle Cloud Applications Adopt New Capabilities Without Upgrading Copyright 2015 Oracle and/or its affiliates. All rights reserved.
41 Today s Discussion Key Topics You Have Heard PeopleSoft Investment Strategy PeopleSoft Roadmap Journey to the Cloud 41
42 Get Connected and Stay Informed Key PeopleSoft Information Sources PeopleSoft Information Portal PeopleSoft YouTube Channel Social Oracle PeopleSoft Page Oracle PeopleSoft Development Group Blogs Click Images For More Information 42
43 Questions and Answers Copyright 2014 Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 43
An Oracle White Paper June 2009 An Overview of Oracle Business Intelligence Applications Executive Overview... 1 Introduction... 1 The Build Versus Buy Decision... 3 Solving the Data Access Challenge...
Electronic Invoice Management A Move to the Middle Q1 2014 Featuring Insights on... Underwritten in part by Barriers to einvoice Adoption Building a Case for AP Automation Usage of AP Automation Factors
IBM Global Business Services White Paper JD Edwards Hybrid Cloud for Supply Chain : From Vision to Reality A New Approach to Delivering Oracle JD Edwards Supply Chain Capabilities Quickly With Lower TCO
The Business Management Solution for Small and Midsize Enterprises Solution Overview Contents Introduction 3 SAP Business One: Key Differentiators 4 Business Benefits 5 Functionality Overview 6 Finance
TOP 10 IT Service Management Software Vendors REVEALED 2011 Edition Profiles of the Leading IT Service Management Software Vendors For more information, visit Business-Software.com/ITSM About ITSM Software
TECHNOLOGY INSIGHT SERIES DDM Dynamic Increasing Capture through AP Automation Featuring Insights on... Building a Case for Automation Drive to Enhance Capture Dynamic Payables ing Invoice Automation &
Convergence of Social, Mobile and Cloud: 7 Steps to Ensure Success June, 2013 Contents Executive Overview...4 Business Innovation & Transformation...5 Roadmap for Social, Mobile and Cloud Solutions...7
SAP BusinessObjects Business Intelligence SAP BusinessObjects Business Intelligence 4.0 Solutions Empowering the Real-Time, Mobile, Social, and Global Enterprise SAP BusinessObjects Business Intelligence
Human Capital Management Trends 2013 It s a Brave New World January 2013 Mollie Lombardi and Madeline Laurano Page 2 Executive Summary Human capital management is a key business initiative. Without insight
Retail Banking Business Review Industry Trends and Case Studies U.S. Bank Scotiabank Pershing LLC Saudi Credit Bureau Major International Bank Information Builders has been helping customers to transform
The Microsoft Office 365 Buyer s Guide for the Enterprise Guiding customers through key decisions relative to online communication and collaboration solutions. Version 2.0 April 2011 Note: The information
What s New in Oracle SOA Suite 12c O R A C L E W H I T E P A P E R J U L Y 2 0 1 4 Disclaimer The following is intended to outline our general product direction. It is intended for information purposes
the Future series Predictions and insights The spotlight is now on tax Never before has tax been more important to governments, taxpayers and other stakeholders. Tax forms the basis for public spending,
SAP Statement of Direction Business Intelligence Solutions Business Intelligence Solutions from SAP: Statement of Direction Table of Contents 3 Quick Facts 4 Driving Business Innovation Through Radical
SI-Consulting S.A. Manage Customer Relationships Our competence is SAP CRM Best-run businesses use SAP solutions We have the honor to support them in achieving success! The consultants of SI-Consulting
fs viewpoint www.pwc.com/fsi July 2013 02 14 17 20 27 31 Point of view Competitive intelligence A deeper dive into the benefits of cloud A framework for response How PwC can help Appendix Clouds in the
Annual Report 2009 Contents About UNIT4 Creating value Message from the CEO Company profile Product portfolio overview Key figures 2009 Our identity, vision, mission and strategic approach UNIT4 and our
September 2012 Contents Overview... 1 IT Assessment and Inventory... 3 Email Consolidation... 3 Identity Management... 4 Storage as a Service... 5 Unified Communications... 6 Data Center Remediation...
IBM Global Process Services Thought Leadership White Paper December 2011 Today s shared services operating models: The engine behind enterprise transformation Leveraging the power of globally integrated
Treasury Management Systems and Supply Chain Finance 2013 Aite Group. All rights reserved. Reproduction of this report by any means is strictly prohibited. TABLE OF CONTENTS IMPACT POINTS... 3 INTRODUCTION...
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) È Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended
HOW TO TURN 9 RETAIL IT CHALLENGES INTO 9 BUSINESS OPPORTUNITIES Intro According to a recent market study on be the main driver of total retail sales Embracing mobility the state of the retail sector that
Accenture Human Capital Management Solutions Transforming people and process to achieve high performance The sophistication of our products and services requires the expertise of a special and talented
J U L Y 2 0 1 2 OpenText Enterprise Information Management CIOs are under siege Do more with less is no longer an ideal, it s a mandate. With growing volumes and a host of information formats to manage
Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...
Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...