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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted

PeopleSoft Roadmap

Marc Weintraub Vice President, Product Strategy Oct 2017

Product Line Update and Ongoing Investment Strategy Oracle West Coast Healthcare & Research Forum

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

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.

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Think Back, Just Five Years Ago What Customers Were Saying About PeopleSoft

“Too hard to get information

out of.”

“The user experience is

terrible!”

“We can’t afford risky, disruptive

upgrades.”

“Isn’t on the cloud.”

“Takes too long to get new features.”

“We need a mobile

solution!”

“We have to customize for any changes.”

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 3 Confidential – Oracle Restricted

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On the Journey Together

Simple, Intuitive, Mobile User Experience Agile Innovation of Business Functions Low Cost, Responsive Development Operations

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You Told Us What Your “Modern” Applications Would Be Like

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The Future is Now Today’s PeopleSoft Has Come a Long Way

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Deployment to Oracle Cloud

Intuitive, Mobile User Experience

Global Search, Alerts, Notifications

Actionable, Embedded Analytics Selective Adoption

of New Features

Flexible and Personalizable

No Applications Upgrades Needed


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Now It’s a Different Story What Customers Are Saying About PeopleSoft

“Self service is simple and

intuitive now.”

“The user interface looks

awesome!”

“Created an environment in under 1 hour.”

“Getting new features annually

without upgrades.”

“Now using tablets and

phones.”

“We reduced customizations

by 40%.”

“Application is 70% cheaper

to run.”

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You’ve Embraced Today’s PeopleSoft Strength of the PeopleSoft Community

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100+ deployments to Oracle Cloud

5,000+ customers worldwide

500+ Fluid UI users

72% adoption rate

8 weeks for new

feature adoption

3,000+ using Selective Adoption


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Innovations in HR Self-Service

• Managers were looking for a simple, intuitive way to execute tasks when managing their team.

• Guided, question based compound transactions using Fluid UI and configurable Activity Guides.

• Initial delivery in HCM PI 8 (Oct ‘14); enhanced in 12 subsequent PI’s up to PI 22 (Apr ‘17).

Adoption

• 40+ organizations live with 20 more in progress.

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Selective Adoption in Action


Investment in Impactful New Capabilities

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Innovations in Recruiting

• Candidates expected an easy mobile way to find and apply to job openings.

• Redesign of Candidate Gateway using Fluid UI and configurable Activity Guides.

• Initial delivery in HCM PI 18 (Jul ‘16); enhanced in PI 19 (Oct ‘16) and PI 22 (Apr ‘17).

Adoption

• 20+ organizations live with 20 more in progress.

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Innovations in Onboarding

• Customers needed to simplify and organize the tasks required upon hiring a new employee.

• Provides the ability to assign required and optional actions for new employees.

• New functionality using Fluid UI and configurable Activity Guides.

• Initial delivery in HCM PI 23 (Jul ‘17); future enhancements include Pre-Boarding.

Adoption

• Several organizations are actively deploying this new functionality.

• Clackamas County has a planned go-live before the end of this calendar year.

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Innovations in Expense Reporting

• Mobile employees required a highly productive, consumer internet like expense reporting process.

• Redesign of Expenses using Fluid UI in conjunction with Fluid UI approvals.

• Initial delivery in FSCM PI 19 (Jun ‘16); enhanced in PI 22 (Dec ‘16) and PI 24 (Jun ‘17).

Adoption

• 70+ organizations live or implementing.

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Innovations in Supplier Relations

• Purchasing departments needed a more intuitive, centralized portal for their suppliers.

• Creation of public and secure supplier homepages using Fluid UI and embedded analytics.

• Initial delivery in FSCM PI 23 (Mar ‘17); future enhancements include redesign PO Acknowledgment.

Adoption

• Significant interest in the newly delivered capability including from:

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Innovations in Customer Collections

• Customers wanted to reduce collection costs while improving customer relationships.

• Simplified the payment process using Fluid UI so customers’ customers can pay bills quickly and easily.

• Initial delivery in FSCM PI 24 (Jun ‘17); future enhancements include one-click full balance pay.

Adoption

• Working with key customers on their adoption, including:

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Innovations in Cloud Deployment

• Customers sought lower operational costs associated with owning and operating PeopleSoft.

• New Cloud Manager solution for simplified environment management on the Oracle Cloud.

• Initial delivery in CM PI 3 (Feb ‘17); enhanced in PI 4 (Jun ‘17) and PI 5 (Sep ‘17).

Adoption

• 100+ organizations evaluating Oracle Cloud with Cloud Manager.

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0

25

50

75

100

125

150

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2013 2014 2015 2016 2017

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Investment in PeopleSoft Over Time

Continuous Innovation in Action

Calendar Year/Quarter

~900 New Applications Features Delivered via Continuous Innovation

HCM/ELM* ERP

Co

nti

nu

ou

s In

no

vati

on

La

un

ch


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http://docs.oracle.com/cd/E52319_01/infoportal/opc.html


You Are PeopleSoft Connecting the PeopleSoft Community


Maintaining the strength of the community is key

to PeopleSoft’s long-term viability.

Activities that Support the Community

• Sharing Customer Success Stories

• Recognizing Customer Innovation

• Communicating Directly to Customers

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Sharing Customer Successes Stories Brought to You by the Quest User Group

• Currently 14 Customer Success Stories

• Many More to Come in the Future

• Stories on:

– Successful Upgrades

– Fluid UI Deployment

– Selective Adoption Execution

• Join Quest to be Part of the Community

• Share Your Success Story Too

www.questdirect.org/stories/ps


learn more at Information Portal

and at

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http://www.questdirect.org/stories/ps


Submit a Nomination

Be a PeopleSoft Innovator…

Recognizing Customer Innovation PeopleSoft Innovators


• Get recognized for how you’re using Today’s PeopleSoft!

• Open to all. Customers and partners can be nominated.

• Highlighted at events, blogs, and on PeopleSoft Innovators site.

• Nominate yourself or others at the PeopleSoft Info Portal.


and

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http://ora-java.custhelp.com/ci/documents/detail/5/2090/12/a24006cf9acf2f477141f2f6ddf105abe0d32219


Recognizing Customer Innovation PeopleSoft Innovators – So Far…



Submit a Nomination

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Be a PeopleSoft Innovator… and

http://ora-java.custhelp.com/ci/documents/detail/5/2090/12/a24006cf9acf2f477141f2f6ddf105abe0d32219


Communicating Directly to Customers PeopleSoft Information Portal, YouTube Channel, and More


PeopleSoft Information Portal PeopleSoft YouTube Channel

click images to launch

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https://twitter.com/PeopleSoft_Info

https://www.linkedin.com/groups/4530781

https://www.facebook.com/Oracle-PeopleSoft-220476464680933/?ref=ts

https://blogs.oracle.com/peoplesoft/

https://www.youtube.com/user/PSFTOracle/videos

http://www.peoplesoftinfo.com/


Ongoing Investment PeopleSoft Roadmap and Strategy


2010 2030 2015 2020 2025

Mar ’13: PeopleSoft Continuous Innovation

Oct ‘14: PeopleSoft Fluid UI

Feb ’17: PeopleSoft Cloud Manager

Dec ‘27: Current commitment of Premier

Support “at least through”

Post Dec ‘27: Continued investment and support

based on customer demand Jun ’13: First Update Image

Oct ’16: Elasticsearch for PeopleSoft Oct ‘16: Page Composer

Ongoing: Quarterly release of Update Images

•Foundational elements in place. •Delivering on functional enhancements. •Focus on customer input on their needs. •Details on “Planned Features and Enhancements”.

Ongoing: PeopleTools releases planned for every 12 – 18 months

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https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45


The Only Constant is Change – To the User Interface

Ongoing Investment

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Ongoing Investment PeopleSoft Roadmap and Strategy for User Experience

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• More than “look and feel”, its how you and PeopleSoft interact.

• Includes navigation, search, personalization, and information delivery.

• Mobility and transaction redesign with Fluid UI when and where needed.

• “Classic Plus” to standardize page styling where Fluid UI is a lower priority.


One Consistent UI Throughout!

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 24

Can You Tell the Difference? Probably Not and That’s the Point

Fluid UI or Classic Plus

Fluid UI Classic Plus

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What Does Classic Plus Look Like?

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Decomposing the Changes with Classic Plus

Updates Grid Controls New Layout

of Headers

Standardization of Coloring

Change in Spacing and Fonts

New Shading, Coloring of Buttons

New Styling of Tabs

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Ongoing Investment PeopleSoft Roadmap and Strategy for User Experience

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Classic Plus

• Enabled by PeopleTools 8.56.

• Initial applications uptake delivered in Update Images:

HCM PI 24 (planned Oct 6)

FSCM PI 26 (planned Dec 11)

• On by default but controllable at global and component level.

• Classic pages still work.

• Continued development of Fluid UI pages where appropriate.

Fro

m T

his

…

…To

Th

is


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PeopleSoft Applications Roadmap

Ongoing Investment

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HCM

• Mobile/Redesigned Employee Timesheet

• Expanded Pre-Boarding / Off-Boarding Processing

• Mobile/Redesigned Benefits Open Enrollment

• Core HR Simplified Analytics

• Talent Management Enhancements

• HR HelpDesk Integration with HR Self Service

• Paysheet Update Processing for Terminated Employees

• Guided Personnel Action Requests for US Federal

• Compensation History Enhancements

• Direct Deposit Enhancements

• Performance Management Mid-Period Ratings

• Self-Registration for External Learners in ELM

Financials

• Mobile/Redesigned eSettlements and Expansion

• Match Exception Collaboration

• Additional Financial Analytics

• Installment Payments in Receivables

• Expenses Employee Self-Service Expanded Capabilities

Procurement

• Procurement Contracts for Punchout

• eProcurement Requisition Enhancements

• Review Supplier Registration and Change Requests

• Supplier Scorecard KPI’s

Projects (ESA) / ALM

• Approval and Page Composer for Projects (ESA) Modules

• Grants Administrator Self Service

Learn more here


https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2


Ongoing Investment PeopleTools and Cloud Manager Roadmap

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PeopleTools

• Capabilities to Help Minimize Customizations

• Enhancements to Search Framework and Elasticsearch

• Additional Fluid UI Features

• Further Streamlining of Lifecycle Management

Cloud Manager

• Expanded Cloud Deployment/Cloud Manager Capabilities

• Core PeopleTools Investments (App Designer, Security, etc)

• Cloud Manager Analytics and Notifications

• Resource Optimization Including Better Topology Definition

• Migration to Oracle Cloud of non-Linux Environments

Learn more here

PeopleTools Releases Planned for Delivery Every 12 – 18 Months


https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2


Your Input Drives Us Customer Driven, Rapid Innovation Cycles


CUSTOMER SELECTIVE ADOPTION

ADDED TO ROADMAP

AND PFE PAGE

DEVELOPMENT USING

FOCUS GROUPS

ENHANCEMENT REQUESTS INTO

IDEA SPACES

• Direct input from customers.

• Agile, iterative development cycles.

• Frequent product deliverables.

• Flexible, lower cost consumption.

Idea to Impact in Months Not Years

PRODUCT DELIVERY VIA

UPDATE IMAGE

CUSTOMERS

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So What About the Cloud? Recommended Steps for Us to Work Together on Your Journey

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1) Focus on your desired business outcomes. 2) Get educated about Oracle’s Cloud solutions. 3) Consider the multiple paths on your journey to the cloud.


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Maximize the Value of Your

Investment in PeopleSoft Shift PeopleSoft to Oracle

Cloud (IaaS/PaaS)

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Adopt Oracle Cloud Applications (SaaS)

Many Paths Driven by Your Objectives; Not Always Mutually Exclusive


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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 32

Leverage a modern, intuitive, and mobile user experience.

Adjust to a model of consuming change on a periodic basis.

Achieve lower cost, flexible, and agile development operations.

Address specific business needs with cloud applications.

Be Ready Prepare for Oracle Cloud Applications with PeopleSoft


Embrace Fluid UI Execute on Selective Adoption

Enable Oracle Cloud Applications Shift PeopleSoft to Oracle Cloud

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Oracle Cloud Applications Are Ready Momentum Around Oracle Cloud Applications

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195+ countries

35 languages

29 Million+ weekly active users

57 Billion+ transactions per day

27 global data center regions

25,000+ cloud customers

1,000+ cloud applications


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We’ve Come a Long Way Together

• Set the Applications Unlimited strategy back in 2006.

• Oracle continues to deliver on its commitments and more.

• Advancements in PeopleSoft have protected your investment.

• We are in this together; your success is our success.

• Unique opportunities exists within Oracle, take advantage of them.

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A Look Back and a Look Forward


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