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This Isn t Your Parent s PeopleSoft: PeopleSoft Today and Tomorrow Marc Weintraub Senior Director, PeopleSoft Product Strategy 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. 3
Who is Marc Weintraub? More Than Just a Senior Director at Oracle my family my teams my cat where I live what I do for fun what I drive where I spend a lot of time 4
The Genesis of Enterprise Software ERP/HCM Solutions Then Automate Transactions Paperless Office Control and Capture Data High Cost to Maintain UX an Afterthought 5
Oracle + PeopleSoft = Customer Success The Ongoing Strength of PeopleSoft ERP/HCM Used by the Best Key to Oracle s Strategy Trusted Solution High Adoption Customer Centric Continuous Innovation 6
Modern Enterprise Software ERP/HCM Solutions Now Consumer Internet UX Process Oriented Information Delivery Enables a Mobile Workforce Easy to Adopt and Manage 7
Consumer Internet UX Global Search and Related Actions 8
Process Oriented Visually Guided Processes w/ Activity Guides and Train Stops 9
Information Delivery Pivot Grids 10
Information Delivery Pivot Grids 11
Information Delivery Dashboards Manager Dashboard* Talent Summary* General Ledger Dashboard Accounts Payable Dashboard Billing Manager Dashboard Supply and Demand Dashboard *delivered as an off-cycle capability onto PeopleSoft HCM Release 9.1 as a Feature Pack item 12
Information Delivery Oracle In-Memory Applications Unique Solutions That Combine Best-in-Class Applications with High Performance Hardware What They Allow You To Do Quickly Discover Opportunities Make Smarter Decisions Reduce Costs Accelerate Business Processes How They Do It New Purpose Built Applications Leverage D-RAM and Flash Memory 13
Information Delivery PeopleSoft In-Memory Real Time Bottom Line Allows You To... Assess the fiscal effect of material transactions Model the financial impact of business rule changes Support for real time financial position restatements Execute on decisions to manage the business Know More, Profit More 14
Information Delivery PeopleSoft In-Memory Project Discovery Allows You To... Increase resource utilization Reduce time to staff projects Discover project correlations and trends Improve project profitability Analyze both structure and unstructured project data Discover More, Execute Better 15
Information Delivery PeopleSoft In-Memory Labor Rules and Monitoring Allows You To... Quickly generate and model pay rules using natural language rules Make decisions that reduce labor costs and optimize utilization Analyze timekeeping data in real-time Assess workforce performance against expectations Determine root causes of missed workforce expectations Manage Better, Save More 16
Enabling a Mobile Workforce and More! FLuiD A New PeopleSoft User Experience Across Multiple Form Factors Native Tablet/Phone Experience Platform Independent 17
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 18
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 19
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 20
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 21
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 22
Enabling a Mobile Workforce Simple, Role Based Landing Pages Executives Team Managers Employees Project Managers Cash Managers Procurement Managers 23
Enabling a Mobile Workforce Self Service Optimized for Smart Phones 24
Modern User Experience + Deep Functionality FLuiD A New PeopleSoft User Experience Modern User Experience via State of the Art Technology Enables Intuitive Execution of Functionally Rich Business Processes 25
More Than Just Look and Feel The Value of FLuiD A New PeopleSoft User Experience Mobility and Portability Between Multiple Devices Intuitive User Experience Personalizable Unified User Experience Across Oracle Applications 26
Evolution of PeopleSoft User Experience Then, Now, and Next 27
User Experience Then PeopleSoft 8.9 (2004) 28
User Experience Now PeopleSoft 9.2 (2013) 29
User Experience Next PeopleSoft 9.2 Update Images (2014) 30
Easier to Adopt and Manage The Need to Change the Legacy Upgrade Cycle and Release Model Upgrades are required to deliver new functionality but high costs lead to infrequent upgrades. New Capabilities Delivered Too Infrequently 31
Enabling Change Without PeopleSoft Update Manager Change Delivery Was Limited pre GA code line Oracle delivers only, delta maintenance on the current release. 9.3 At release delivery, Oracle targets new development for the next release. All Changes Required Previous Deltas Required Size Constrained GA code line 9.2 Customers must upgrade to the current release to gain new capabilities. 32
Enabling Change PeopleSoft Update Manager Allows for Effective Delivery of Changes pre GA code line 9.3 single code line 9.2 GA code line 9.2 33
Enabling Change PeopleSoft Update Manager Allows for Effective Delivery of Changes Oracle delivers, PeopleSoft Update Images every ~10 weeks containing maintenance and new capabilities. single code line 9.2 Next release is a roll up of previously delivered capabilities with new PeopleSoft Update Images. 9.3 Incremental customer upgrade. Customer periodically selects maintenance and/or new capabilities via PeopleSoft Update Images. Only Selected Changes Managed Prerequisites 34
Easier to Adopt and Manage PeopleSoft Update Manager as a Release Model Enabler Get Innovative New Capabilities without Upgrading Take Only the Changes You Want Based on What You Have Determine When You Adopt Changes Retain Strategic Customizations 35
Delivering Value with PeopleSoft 9.2 Will Allow You To... Easily find and act on what you want using global search and related actions Intuitively execute business processes with Activity Guides and train stops Quickly make informed decisions leveraging embedded analytics (Pivot Grids) Effectively perform role based tasks utilizing WorkCenters Work anytime and anywhere with HTML based mobile solutions Manage change on your terms via the new PeopleSoft Update Manager 36
Simpler, More Productive Software PeopleSoft 9.2 Proof Points 39% fewer clicks to apply for a job posting 41% fewer clicks to execute a life event 35% fewer clicks to create a purchasing requisition 72% fewer clicks to manage Accounts Payable source: 37
High Adoption of PeopleSoft 75% of All Customers Are Live or Deploying a Current Release 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 75% May '12 Aug '12 Nov '12 Feb '13 May '13 Aug '13 Nov '13 Feb '14 PeopleSoft Customers by Release 9.2 9.1 9.0 8.9 < 8.9 38
High Adoption of PeopleSoft Live PeopleSoft 9.2 Customers 39
PeopleSoft HCM Roadmap Continuous Delivery of High Value Capabilities New Capabilities Delivered 2 3 Times a Year Self Service Landing Pages and Applications Mobile Approvals, Time and Labor, and Absences Learn More PeopleSoft Long Term Investment Plan and Roadmap on My Oracle Support [login required] Integration with Linkedin/SelectMinds Additional WorkCenters Taleo Integrations HTML Email Approvals Mobile Recruiting Retro Funding Enhancements 2013 2014 2015 2016 2017 PeopleSoft 9.2 PeopleSoft Update Images, containing new capabilities and maintenance PeopleTools Releases Every 16 18 Months 40
Oracle Applications Planning PeopleSoft HCM Current Release and Roadmap Non Exhaustive PeopleSoft 9.2 Q1 CY 2014 HCM In-Memory Labor Rules and Monitoring Bi-Directional Integration with Oracle Talent Management Performance Management WorkCenter Mid-Period Performance Evaluations Life Events Using Activity Guides Paycheck Modeling Ad-Hoc Salary Change Revamped Recruiting Application Process Recruiting Dashboard Global Payroll and Absence Monitoring Time and Labor WorkCenter Mobile Applications (Company Directory) Mobile Approvals via HTML Email Technology Global Search using Oracle SES PeopleSoft Update Manager Pivot Grids: Embedded, Actionable Analytics What s Next 0-12 month planning cycle HCM New Manager Self Service Guided Self Service New Employee Self Service Profile Self Service Payroll WorkCenter Streamlined Program Enrollment Outlook Integration to ELM Approval Delegations in Absence Management Recruiting Enhanced Routing Capabilities Positive Input Search Mobile Applications (Approvals, Time and Labor, and Absence Management) Technology New, Responsive User Interface (HTML5/CSS3) for Mobile and Desktop Self-Service Framework Enhanced Approval Workflow Framework Data Migration Workbench Future Directions Post 12 month planning cycle HCM Matrix Organization Self Service Side by Side Employee Compare Enhanced Profile Self Service HR Generalist New User Experience HCM/ELM Social Capabilities Recruiting Using Activity Guides Performance Document Autosave Expanded Embedded Analytics Time and Labor Auto-Enrollment Retro Funding Enhancements Ratings in Multi-Period Performance Integration with Linkedin/SelectMinds Mobile Applications (Recruiting, Learning, Paychecks) Technology New User Landing Pages Flexible Navigation Dock Enhanced Activity Guide Framework On-Premise TCO at or Below SAAS 41
PeopleSoft ERP Roadmap Continuous Delivery of High Value Capabilities New Capabilities Delivered 2 3 Times a Year Role Based Landing Pages Collaborative ChartField Request Learn More PeopleSoft Long Term Investment Plan and Roadmap on My Oracle Support [login required] Social Capabilities Rule Based Invoice Validation In-Memory Real-Time Bottom Line HTML Email Approvals Additional WorkCenters Mobile Applications (Cash, Projects, Grants) 2013 2014 2015 2016 2017 PeopleSoft 9.2 PeopleSoft Update Images, containing new capabilities and maintenance PeopleTools Releases Every 16 18 Months 42
Oracle Applications Planning PeopleSoft ERP Current Release and Roadmap Non Exhaustive PeopleSoft 9.2 Q1 CY 2014 ERP Multiple WorkCenters Streamlined Expense Reporting Operational Reporting Dashboards Improved Reconciliation Controls Supplier Self Service Onboarding Asset Management WorkCenter Maintenance Management WorkCenter eprocurement Usability Enhancements Mobile Applications (Requisitioning, Approvals, Expenses, Project Time Entry) Mobile Approvals via HTML Email PeopleSoft In-Memory Project Discovery PeopleSoft In-Memory Financial Allocations Analyzer and Financial Position Analyzer Technology Global Search using Oracle SES PeopleSoft Update Manager Pivot Grids: Embedded, Actionable Analytics What s Next 0-12 month planning cycle ERP PeopleSoft In-Memory Average Balance Analyzer and Financial Close Analyzer Supplier Onboarding Change Management Collaborative ChartField Request Mass Change for Billing Supplier Contract Administrator Workbench eprocurement Release Independence Comprehensive Supplier Portal Mass Change for Assets & Project Rates Additional WorkCenters and WorkCenter Enhancements Mobile Applications (Line Level Approvals, Time Entry, Light Warehousing Inventory) Technology New, Responsive User Interface (HTML5/CSS3) for Mobile and Desktop Self-Service Framework Enhanced Approval Workflow Framework Data Migration Workbench Future Directions Post 12 month planning cycle ERP Cost Reconciliation WorkCenter Pricing Manager WorkCenter Treasury WorkCenter Social Media Integration (Rankings and Ratings w/i eprocurement) Advanced Travel Integration, Exception Handling, and Workflow for Expenses US GAAP/IFRS Convergence Support Rule Based Invoice Validation Mobile Applications (Cash Spot, Projects, Grants) Technology New User Landing Pages Flexible Navigation Dock Enhanced Activity Guide Framework On-Premise TCO at or Below SAAS 43 Copyright 2014, 2013, Oracle and/or its affiliates. All rights reserved.
Where Do You Go From Here? 44
Get Connected and Stay Informed PeopleSoft in Social Media @PeopleSoft_Info Oracle PeopleSoft Development Group Blogs Oracle PeopleSoft Page Oracle PeopleSoft Channel 45 Click Images For More Information
Learn More PeopleSoft 9.2 Information Portal www.peoplesoftinfo.com 46
PeopleSoft Today and Tomorrow Key Points Evolution of PeopleSoft New Low Cost Delivery Model Continued Investment in PeopleSoft 47
ORACLE PRODUCT LOGO QUESTIONS AND ANSWERS 48
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