OAUG Energy and Utilities Special-Interest-Group Meeting: Peoplesoft Update and Product Evolution Session S283042

Transcription

1 <Insert Picture Here> OAUG Energy and Utilities Special-Interest-Group Meeting: Peoplesoft Update and Product Evolution Session S Mark Rosenberg Director of Strategy, PeopleSoft ESA and ALM Applications Oracle

2 Agenda Session Objectives What s Really Happening with PeopleSoft Enterprise Applications What s New in Release 9.0? Conclusion Early Success Program Sessions of Interest More Information <Insert Picture Here>

3 Session Objectives Understand where PeopleSoft applications are going Learn what s new in Release 9.0 Learn how to maximize value of your investment in PeopleSoft applications (and get your money s worth from your investment in Oracle OpenWorld 2006) Make contacts in the PeopleSoft applications community

4 PeopleSoft Applications Unlimited Dedicated PeopleSoft Team Team Charter High quality production support so that our customers can run their businesses with the highest degree of software service. Increase the value of customers investments through the delivery of highvalue, low risk software enhancements. Bring innovation to these customers through the delivery of next generation (Fusion) technology on the PeopleSoft Enterprise product platform. Business Unit Scope Development, PeopleTools, QA, Doc/Curriculum Dev, and Product Strategy Pillar coverage: Human Capital Management (HCM) Financial Management Solutions (FMS) Asset Lifecycle Management (ALM) Enterprise Service Automation (ESA) Customer Relationship Management (CRM) Supplier Relationship Management (SRM) Supply Chain Management (SCM) Enterprise Learning Management (ELM) Enterprise Performance Management (EPM)

5 Continued Product Releases Beginning with Release 9.0 Latest Release Version 9.0 Next Release Version 9.1 Unlimited PeopleSoft Release 9.0 Timeline All product families planned for delivery in the next 12 months Enterprise Learning Management 9.0 GA in Q2 Enterprise Performance Management 9.0 GA in Q3 Customer Relationship Management 9.0 GA in Q3 Financials/Supply Chain Management 9.0 Q3 Portal 9.0 Q4 Human Capital Management 9.0 Next 12 Months Applications Unlimited has NO impact on the current release 9.0 content or schedule

6 What s Really Going On? Working to provide more value to our customers Analyzing requirements, participating in CAB and SIG meetings Designing and building new software releases Addressing customer-logged Global Support Center cases on existing releases Making customers successful implementation and post-implementation Growing the PeopleSoft community

7 What s Really Going On? Customers are implementing and running PeopleSoft applications and.. Deriving Value! Begin FSCM v8.9 Upgrade FSCM v8.9 GO-LIVE Atlanta Lab Final Configuration & Asset Conversion Begin Maintenance Management End User Training Maintenance Management GO-LIVE Feb 06 March 06 April 06 May 06 June 06 July 06

8 PeopleSoft Release 9.0 Release Themes PeopleSoft Enterprise 9.0, the Extended Value Release Extend Value Using Next Generation Technology Deliver Best-in-Class Business Processes Drive Superior Ownership Experience Release 9.0 Themes

9 PeopleSoft ESA & ALM Apps 8.9 and 9.0 Deliver Best-in-Class Business Processes Real Estate Management Asset Management Project Portfolio Management Program Management Resource Management Global Project & Asset Repository Project Contracts Costing Billing Personalized Role-Based Views Maintenance IT Asset Management Management Themes for E&U Capital Project Management Maintenance Equipment Facilities IT Fleet Corporate Real Estate Management IT Asset Management Asset Accounting Project Costing Integration

10 What s New in ESA 9.0 Deliver Best-in-Class Business Processes Today Robust project mgmt and analysis tools Streamlined revenue contract administration Prepaids Milestones Renewals

11 What s New in PeopleSoft ALM, SCM, & SRM Key Enhancements in Release 9.0 Deliver Best-in-Class Business Processes Actionable Insight to Improve Management of Assets Deepening Functionality Drive Superior Ownership Experience Superior Usability Crew capacity analysis Schedule compliance analysis Comprehensive downtime tracking Flexible trend analysis of meter readings to predict failures Material readiness analysis Future date item availability Financial impact analytics (NBV, Cost, FMV) for IT asset exceptions Enhanced lease analysis pagelets, lease property report, & rent variance analysis Crew scheduling Import of work orders from MS Project Condition-based monitoring Required meter readings More granularity for maintenance types WO reservations of inventory Multiple equipment parts lists/asset Flexible asset attribute groups Capture & costing of tools usage Streamlined maint user asset definition page & asset hierarchy manager Planning for tool resources on projects WO security by shop & resource pool Software authorization by device Multiple payee/payor for real estate transactions Improved visibility and connections between project resources and work orders Maintenance workbenches: PM, Crew Schedule, Labor Assignment, WO completion Additional user prefs/bu options New PM/PM projection options Streamlined software authorization/revocation Journal drilldown for lease transactions Mass entry of manual fees Automated operating expense audit Enhanced asset & property search

12 Actionable Insight to Improve Management of Assets Displays chart of past readings to identify dangerous trends Chart capacity & craft statistics

13 What s New in Financial Management Enhancing Interoperability with Other Applications Example: Expenses Create and Maintain Travel Profiles Share employee data with travel partners Synchronize employee data from Expenses or HCM Example: Cash Load Payments/Create Payment Requests Get payment status Cancel payments Example: General Ledger Validate Third Party Transactions Real-time checking of financial data combinations Utilize combination editing capabilities Return of valid or error status Example: Payables Procure-to-Pay Process Enable existing Enterprise Integration Points as web services Financial sanctions search Invoice payment status retrieval In release 9, there are over 200 new or enhanced web services

14 Value of PeopleSoft Asset Management 8.9 Global Compliance Industry Extensions Technology Uptake Asset Repository Re-engineered part or all of deprcalc, accounting entries and depreciation close into Application Engine Automation of IAS36 with impairment worksheet Plant Fund Accounting Extension of Book Code functionality to Asset Management Improved accounting flow tracking with Document Sequencing Streamlined, flexible capitalization & retirement approval interface

15 Value of PeopleSoft Asset Management 9.0 Global Compliance Depreciation Enhancements Customer Case Study: Learn About Fund Balancing with PeopleSoft Financial Management (S282266) Covers Asset Accounting!! Wed, 2:30pm, MWest 2014 Asset Repository Flexible Asset Attribute Groups IAS/IFRS Compliance Accum Depreciation Writeback to Revaluation Surplus Revaluation based upon FMV and NBV Complex regulations fully automated Extensive performance improvements to the depreciation reporting load process Ability to analyze What-if depreciation for assets with Interunit transactions

16 Streamlined Usability Examples Managing Asset Hierarchy & Revaluing Assets Move asset components with indent/outdent keys

17 PeopleSoft CRM Comprehensive CRM Solution for PeopleSoft CRM & ERP suite customers Deep and Adaptive CRM Functional and business process depth in sales, marketing, service & CRM analytics Delivered data and business process integration with PeopleSoft ERP and HR Tailored industry business processes Advanced Usability and Configuration for Intelligent CRM CRM in the hands of the business with advanced business user friendly configuration Flexibility to provide UIs, business processes optimized to diverse needs Provide differentiated customer treatment in every interaction Next Generation Technology Delivered web services enabling SOA today Embedded BPEL Business Process Management and monitoring Standards based integration technologies easing the cost and effort of cross application integration CRM 9 provides a clear message to PeopleSoft CRM customers that the product will be supported and enhanced going forward. -- Searchcrm.com Oracle upgrades PeopleSoft CRM 8/14/2006. Bill Band quoted, Forrester Research

18 <Insert Picture Here> Conclusion

19 Oracle s Applications Strategy PeopleSoft Applications Unlimited Delivers More More Choice Remain On Existing Applications Upgrade To New Releases Deploy Additional Modules Adopt New Technology More Visibility Customer-Driven Product Roadmaps More Value Dedicated Development Teams Continued Product Releases More Time No Forced Upgrades Oracle Lifetime Support Updates and enhancements are provided in accordance with Oracle s Technical Support Policies at

20 PeopleSoft Release 9.0 Early Success Program Benefits Focused attention from PeopleSoft GSC, Development and Strategy Management including regularly scheduled conference calls Oracle Solution Center performs technical upgrade Assigned Support Manager for the duration of the ESP upgrade Prioritized review of all ESP related cases/incidents Inclusion into the We Care program after go-live Opportunity to influence future direction of the product Additional information Send with contact information to:

21 The preceding 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.

22 PeopleSoft Must-See Session Schedule Energy & Utilities Special Handout Available!! Session Part 1 Enterprise Service Automation Deep Dive - Project Initiation through Planning (S282478) PeopleSoft Enterprise Customer Relationship Management: 9.0 and Beyond (S282494) Part 2 Enterprise Service Automation Deep Dive Project Execution through Control (S282479) Capital Program Management Made Easy with PeopleSoft ESA (S282475) PeopleSoft Enterprise Supplier Relationship Management Purchasing: Overview and 9.0 Update (S281063) ALM Utilities Customer Panel (S282453) How to Count Chickens with Oracle eam and SensorEdge Server (S282541) Meet The Experts PeopleSoft Lounge (Moscone South - Mezzanine Level) Day Mon Mon Tues Tues Tues Tues Tues Wed Time 11:00 a.m. 11:00 A.M. 10:45 a.m. 12:15 p.m. 1:45 p.m. 4:30 p.m. 4:30 p.m. 11:30 a.m. 6:00 p.m.

23 PeopleSoft Must-See Session Schedule Energy & Utilities Special Handout Available!! Session Customer Case Study: Learn About Fund Balancing with PeopleSoft Financial Management (S282266) (includes Asset Management Details) PeopleSoft Enterprise Supplier Relationship Management Services Procurement Overview and 9.0 Update (S281066) Customer Case Study: Omaha Public Power (S282483) Enterprise Fulfillment: PeopleSoft Version 9 and Beyond (S281729) Whatever "IT" Is, You Can Get "IT(AM)" Here (S282265) PeopleSoft Enterprise Service Automation: You've Got Questions, We've Got Answers (S282474) PeopleSoft Enterprise Supplier Relationship Management eprocurement and esupplier Connection Overview and 9.0 Update (S281065) Understanding PeopleSoft Asset Management Integration (S282899) Day Wed Wed Wed Wed Thurs Thurs Thurs Thurs Time 2:30 p.m. 4:00 p.m. 4:00 p.m. 5:30 p.m. 8:00 a.m. 8:00 a.m. 9:30 a.m. 11:00 a.m. Getting Results with Project Costing: Boeing (S282476) Thurs 12:30 p.m.

24 PeopleSoft Must-See Session Schedule Energy & Utilities Special Handout Available!! Session Optimize Working Capital with PeopleSoft Financial Management Solutions (S282176) Customer Case Study: Brookdale Senior Living Upgrades to PeopleSoft Financial Management 8.9 (S284028) Customer Case Study: University of Texas Medical Branch Upgrades to PeopleSoft Financial Management 8.8 (S284029) Day Thurs Thurs Thurs Time 12:30 p.m. 2:00 p.m. 3:30 p.m.

25 For More Information Enterprise Service Automation PeopleSoft Project Costing Asset Lifecycle Management Peoplesoft SRM Peoplesoft SCM