PeopleSoft Enterprise Performance Management Drive World-Class Performance Name Title Oracle Information Age Applications
Corporate Performance Mgmt From Strategy to Execution User Type Strategic Operational Transactional Performance Metrics Feedback Strategy Formulation: Enterprise Goals and Strategies Execution: Operation Targets and Budgets Communication Correction Improvement Transaction Systems: Process Transactions
Business Drivers Focus on Profitable Growth Compliance Requirements: External and internal disclosure; alignment and accountability; risk mitigation Extract Value from ERP Implementations 87% of CFOs are currently focusing on growth rather than emphasizing cost control. January 2005 42% of CEOs ranked SOX compliance as their greatest concern, second only to driving top-line growth. The Mid-Market Challenge March 2005
Corporate Performance Management Corporate Performance Mgmt Dashboards Embedded Analytics Ad Hoc Analytics Fusion Middleware Set Strategic Objectives Plan and Budget Communicate Plan Measure and Analyze Results Take Action Sales R&D Mfg & Maintenance Purchasing Service Human Resources Finance Provide Feedback to Strategy
PeopleSoft EPM Evolution Shipped EPM With Core Engines & Foundation Shipped CRM And SCM Analytics Completed Scope of Comprehensive Functional EPM Lowered TCO and Moved Towards Next Generation Performance Management 1997 1998 1999 2000 2001 2002 2003 2005 Announced EPM with Enterprise Warehouse Activity-Based Mgmt EPM 8.0 with With Enterprise Scorecard FSI Suite HCM Analytics Introduced Concept of Embedded Analytics Launched EPM for Industries based on FSI Success Integrated JDE onto EPM Platform
PeopleSoft EPM Solutions Corporate Performance Mgmt Dashboards Embedded Analytics Ad Hoc Analytics Fusion Middleware Planning & Budgeting Activity-Based Mgmt Scorecard Global Consolidations Risk Weighted Capital Funds Transfer Pricing Performance Mgmt Warehouse Data marts Customer Behavior Modeling Customer Scorecard Demand Planning Supplier Rating System Internal Controls Enforcer Workforce Planning Workforce Rewards Workforce Scorecard Set Strategic Objectives Plan and Budget Communicate Plan Measure and Analyze Results Take Action Sales R&D Mfg & Maintenance Purchasing Service Human Resources Finance Provide Feedback to Strategy
What Customers Are Achieving Global Consolidations and EPM Warehouse are part of a Financial Transformation project including a standard GL and COA. Internal Controls Enforcer and Global Consolidations are key elements of a new Financial Center of Excellence for all domestic & international operations. Budgeting for 8,000 employees, the city s largest budgetary cost, using Planning and Budgeting. Implementing EPM 8.9 across the enterprise, including Supply Chain, Financials and Human Resources warehouses. Early adopter of Planning & Budgeting 8.9 using project planning to establish a new performance-based culture focused on strategic goals. EPM will serve as HP s foundation for HCM Analytics, replacing an expensive-to-maintain legacy warehouse infrastructure.
Extensive Customer Participation How to get Involved? EPM Product User Group Join the EPM PUG see website for details Independent, customer-managed interest group www.epmpug.org Board members: Alliant Energy, FDIC, Bausch & Lomb, Washington 8.9 Customer Testing Western Wireless Hewitt Canadian Tire GMAC Bonneville Power City of Winnipeg 8.9 Early Adopters Program Pinnacle West: Planning & Budgeting Kansas City Board of Public Utilities (KCBPU): Planning & Budgeting Hewlett Packard: HR Warehouse
EPM 8.9 Update 65+ customers implementing, including Hewlett-Packard, Royal Bank of Scotland, Countrywide, City of Chesapeake, Rainbird, American Century, Boeing, Caterpillar, Corning, Department of Defense and many more Planning & Budgeting 8.9 Benchmark posted on Customer Connection Significant improvement over 8.8! Integration updates (ETL maps) posted for Enterprise 8.9, 8.8, Financials 8.4, HCM 8.3 JDE EnterpriseOne 8.12, 8.11, 8.10 (9/23) JDE World A8.1.6, A73 (on 9/23)
PeopleSoft EPM 8.9 - Themes Decreased Total Cost of Ownership Real-time Interactive Profitability and Planning Next Generation Global Compliance Comprehensive Packaged Analytic Content Oracle BI Discoverer Integration Release 8.9 Available NOW
EPM 8.9 Architecture Foundation Analytic Applications Packaged Analytics: maps, models, metrics Information Access: reporting and analysis tools Processed Information OLAP Scorecard Portal Web Services PeopleSoft Legacy Systems Performance Management Warehouse Analytic Applications Non-PeopleSoft Systems Raw Data EPM Foundation
EPM 8.9 Lower TCO Faster to Deploy, Easier to Maintain Summary of Warehouse Enhancements Simplified structures Conformity Enterprise/EnterpriseOne Surrogate keys Fewer data movements Full globalization Tools Single ETL modular job architecture Security usability EPM metadata usability Improved navigation Metadata Console
Planning and Budgeting Perform top-down planning, bottom-up budgeting, and forecasting Workflow enabled Line-item (expense) Budgeting Position and Capital Asset Budgeting integrates with HR and Asset Mgmt. Web-enabled input & spreadsheets for disconnected use Online analysis Simplified architecture. ACE in PTools replaces BAM in 8.9
Activity-Based Management Cost & Profitability Analysis How much does it cost to serve my customers? Which customers, products or channels are most profitable? Where are the opportunities to reduce costs? Which products or services should we invest in versus scale back? New in 8.9: Real-time modeling More data sources
Scorecards Actively monitor performance metrics Provide visibility and insight Identify and resolve exceptions Continuously improve processes Packaged scorecards for Customer, Workforce, Healthcare, etc. Integration with MSFT Office 2003
KPI Web Services Outlook sent an XML request to our KPI engine which replied with KPI information in a MS Office friendly XML format. This is rendered directly into Outlook, Excel, PPT, Visio,etc And fetch the right information and bring it to me directly Just hover over the highlighted words, and it will recommend a relevant PeopleSoft During KPI Page. Definitions, identify which KPIs should be available as a Web-Service
Global Consolidations Single Source of Truth for Financial Reporting and Analysis Consolidate financial data from any source to prepare financial statements nvision templates for balance sheets, income statements, cash flows Reduce Time to Close with 4 Easy Steps: Load Data Prepare Data Consolidate Report
Project Portfolio Management Scorecard-based approach to evaluating projects KPIs to evaluate projects before you invest in them: Risk, ROI, NPV, Break Even Monitor project progress: Actuals to Date, Variance Amount, Variance % Control costs, contain risk, and increase value
Internal Controls Enforcer Document and monitor internal controls for compliance w/sarbanes-oxley Section 404 Control diagnostics for PSFT, JD Edwards Dashboards for rolebased views of risk exposure and control status
Packaged Analytic Content Maps 6000 + pre-built ETL maps Best-in-class ETL tool - Ascential DataStage TM Models Rationalized data models Surrogate key support Conforming Dimensions Metrics Analytic depth and breadth Open BI Tool strategy Content available in all BI partners
Analytic Content for All Product Families Performance Management Warehouse is the reporting environment for all PSFT & JDEdwards customers. Modular deployment: You can implement 1 datamart or many, or select an entire warehouse. Start small solve it all. Performance Management Warehouse Financials Warehouse HCM Warehouse Supply Chain Warehouse CRM Warehouse 6 Data Marts: GL & Profitability Accounts Payable Accounts Receivable ESA Real Estate Advanced Cost Accounting 4 Data Marts: Workforce Profile Compensation Recruiting Learning & Development 6 Data Marts: Fulfillment & Billing Inventory Procurement Spend 4 Data Marts: Customer Service Sales Marketing
Value of HCM Analytics Get a handle on your largest cost --- People! As a Percentage of Total Expense: 30% Compensation 1% HR Admin 8% Benefits 60% of HR Executives cite a better alignment of HR metrics with corporate strategy as a top priority 71% agree that providing tools to analyze HR metrics is their biggest challenge 57% Other Operating Expense 4% Staffing 43% People costs 2% report having a fully automated HR Metrics system Source: Saratoga Institute, Talent Market Group Source: Corporate Leadership Council
New in HCM Warehouse 8.9 300% More Content from Hire to Retire! Recruiting Applicant Tracking Recruitment Expense Compensation Benefits Leave and Absence Compensation Payroll Workforce Workforce and Org. Effectiveness Health and Safety Survey Learning and Development NEW eperformance Training Objectives Enrollment and Completion Cost and Resources
Metadata Console Integrated impact analysis data dictionary with singleclick access to PeopleSoft metadata components Ability to perform cross-tool impact analysis using MetaBroker framework Productized documentation of maps/models/metrics
Reporting and Analysis Tools Processed Information OLAP Scorecard Portal Web Services PeopleSoft Legacy Systems Performance Management Warehouse Analytic Applications Non-PeopleSoft Systems Raw Data EPM Foundation
EPM Reporting Strategy Available now with EPM 8.9 you have choices Packaged content (universe and sample reports) in Business Objects NEW! Certified with Oracle Discoverer via EPM security API Planned for EPM 9.0 Packaged content in Oracle Discoverer Packaged content with Business Objects XI Note: BOBJ XI planned for delivery with PeopleTools 8.48 Continue open strategy and certification of third party BI tools Cognos, Microstrategy update Leverage Oracle BI
EPM ETL Strategy EPM 8.9 uses Ascential DataStage TM for ETL and data movement into and within the warehouse, and MetaStage TM for metadata management. EPM 9.0 plans to use Ascential as before Version depends on timing of Ascential s next release, which is planned to combine DataStage TM and MetaStage TM
EPM 9.0 Planned Architecture Deliver packaged content and reports in Oracle Discoverer Continued 3 rd party BI tools certification Ascential DataStage TM and MetaStage TM are central to the architecture PeopleTools-based EPM applications. PTools 8.48 Multi-platform support EPM Apps Operational Warehouse (Enriched) Other Third-Party Tools Legacy Pre-packaged Content Security Model Metadata Consol CRM Warehouse FMS Warehouse Data Integration Platform Enterprise Oracle Discoverer Extend Into New Custom Reports and Supplier Analysis Scorecard HCM Warehouse SCM Warehouse Enterprise One World
EPM 9.0 Planned Roadmap Warehouse: New industry content with Higher Education Data Marts Student Records Admissions & Recruiting Financial Aid Planning and Budgeting: Enterprise Planning Framework & Usability Balance Sheet and Cash Flow Planning Compensation Scenario Planning Improved data entry grid from ACE Global Consolidations: Expanded compliance and audit features Internal Controls diagnostics Reverse Mapping on Journal Publish Drill down to PeopleSoft Enterprise General Ledger Scorecard Drill-outs to Oracle Discoverer and expanded web services
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Information Age Applications