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PeopleSoft Application Strategy

Rebekah JacksonVice President, StrategyJuly 19, 2018


The Unique Advantage of Today’s PeopleSoft

Solution BreadthFunctional DepthReliable Execution

Proven Ability to ScaleIndustry Specific CapabilitiesBusiness Process ExpertiseGlobal Regulatory Support

Multi-Platform CertificationsPowerful PeopleTools

Fluid User InterfaceConfigurable Approvals

Selective AdoptionPeopleSoft Update ManagerPeopleSoft Cloud Manager

Deployment PackagesSimplified Analytics

ElasticsearchIdea Spaces

Decades of Maturity Innovative New Approach

Through 2030 | Rolling 10 Years…at least…


The Reconnect Landscape

5050

Attendees

Returning First Time

7426

Companies

Returning First Time

Presenter

Presentation Notes

This year: 50% new attendees, 26% first-time companies Last 3 years: 59% new attendees, 33% first time companies


PeopleSoft Community Survey 2018

1439 Responses from 726 Companies50%+ increase from last year’s survey

78% on PeopleSoft 9.2, 14% on 9.162% of 9.1 customers planning to upgrade

26% on PeopleTools 8.56, 35% on 8.55PeopleTools 8.56 up from 3% last year

65% have a Selective Adoption StrategyValue: Decreased testing, Less customized, Cost savings

61% are using FluidValue: Better experience, Ease of use, Mobility

30% considering PeopleSoft on Oracle Cloud217 customers this year, up from 98 last year


12


Q3 Q4 Q1 Q2ERP

HCM

Image 14Jul 2017

CRM (8)

Image 16Jul 2017

ELM (6)

Image 23Aug 2017

23 New Features• Onboarding• Dotted Line

Reporting• Payroll Lockdown• Activity Guide

Composer

Image 24Oct 2017

20 New Features• Classic Plus• Guided Self Service

Multi-Select• Onboarding

Manager View• Updated I-9 Form Image 17

Mar 2018

ELM (3)

Image 25Jan 2018

20 New Features• Timesheet Payable

& Elapsed Time• Manage Profiles

Enhancements• PLUS Tax &

Legislative Updates

Image 15Apr 2018

CRM (3)

Image 26Apr 2018

27 New Features• Recruiting Home

Page, Nav Collect.• Timesheet Quick

Fill• Employee

Snapshot - Admins

Image 28Jun 2018

18 New Features• Fluid eSettlements• Treasury

Workcenter• Tech Workbench

Mass Updates • Enhanced Par

Location Counts

Image 25Sep 2017

23 New Features• Supplier

Scorecarding• Add Copy for Fluid

Payment Request• Work Order & Prev.

Maintenance Approval

Image 26Dec 2017

19 New Features• Classic Plus• Finance and

Accounting Home Page

• Grants Home Page• New Approvals

Image 27Mar 2018

18 New Features• Lease Accounting

Migration Guide• Purchase Order

Acknowledgements• ePro Requisition

Enhancements


Onboarding

Configurable activity guide templates

Steps with multi-media, text, transactions, attachments, integrations, etc.

Clackamas County live (3 mos); deployments

in progress

Classic Plus

One modern PeopleSoft look and feel

Deakin University live: “The Classic

Plus functionality in PeopleSoft looks

great and offers the fresh, modern look and feel of the Fluid pages that our users

expect.”

TimesheetOptimized for repetitive, high frequency use

Easily configurable

Most customers waiting for

functionality for hourly workers

Recruiting Home PageSeamless access to Fluid and Classic Plus pages

Analysis and insight

Navy Federal Credit Union: “Love that

the Recruiting Home was delivered. I am showing this to our

Recruiters next week.“


Supplier 360Driven by Configurable Analysis Framework

Higher Ed customers are evaluating.

Innovator SpartanNashlive with CAF for job comparison to drive

career choices.

Grants Home PageEasy access to Fluid and Classic Plus pages

Analytics drives insight and action

Positive feedback from UC Berkeley, U of South

Florida, U of Minnesota, pending

Fluid rollouts.

Lease Accounting Migration GuideActivity guide to drive complex migration activities

Early use by Boise Cascade and

Encompass Health –very positive

feedback on guided approach to such a complex process.

Supplier Scorecarding

Fully configurable, drives powerful analysis

Easy to respond on any device

Interest from Kanas City Power & Light, Colorado Children’s Hospital, and Lone

Star College.

Personalized insight, action


6


Major Investment Themes

INTUITIVE EXPERIENCE

EASILYCONSUMABLE

HIGHLYCONFIGURABLE

COMPELLINGVALUE

ANALYSIS& INSIGHT

REUSABLE FRAMEWORKS

Fluid & Classic Plus,Focus on the user

In our feature design,Tools and utilities

Powerful leverage,Consistent experience

Relevant information,Put the system to work

Incremental delivery,Customer feedback

Rapid adoption,Real impact


1


Harmonized User Experience

New FeaturesFLUID UI CLASSIC PLUS

Mobility Needed

Power Usage

High Frequency

Many, Casual Users

Limited Usage

Personalizable

Configurable

On Roadmap

Long Term Support

Existing Capabilities


54


PeopleSoft Innovators & Quest Customer Stories

&


Real Insights and Impact


Feature Adoption Drives Rapid Innovation Cycles

Confidential – Oracle Restricted

CUSTOMERSELECTIVEADOPTION

ADDED TOROADMAP

AND PFE PAGE

DEVELOPMENTUSING

FOCUS GROUPS

ENHANCEMENTREQUESTS INTO

IDEA SPACES

PRODUCTDELIVERY VIA

UPDATEIMAGE

CUSTOMERS

Idea to Impact in Months Not Years

• Deliver often• Easy to consume• Quickly deployed• Faster feedback• Rapidly improve• Better products• Higher value


18


18+/- Month Roadmap (see Planned Features & Enhancements page)

ERP

HCM

• Personal and Sensitive Data ID• Fluid Org Chart Actions and

Search• Onboarding Admin View• Fluid Comp History EE Self Service• Performance Notifications• Fluid Timesheet Hourly, SFF• Fluid Canadian Forms• Classic Self Service links in Nav

Collection• Australia Single Touch Payroll• India Reaction Fluid Self Service

Reporting• NZ, UK Self Service Reporting• Swiss Recert of SwissDEC 4.0

• Company Directory ConfigEnhancements

• Administrator Analytics• Learning Integration with

Employee Snapshot• Sequence in Position Mgmt• Auto Transfer ePerf Documents• Absence Request Attachments

for Admins• Timesheet MSS and Time

Administrators Entry• PNA Workcenter• Fluid View W2/W2-C Forms• Benefits Enrollment• GP Workcenter

• Offboarding• Benefits Confirmation Statement• Recruiting Applicant Status

Enhancements• Brazil eSocial – Auto Assignment

of Errors, On Demand• New Zealand IRD Transmit of EE

Data• US – Washington Paid Family

Leave• US – New York Quarterly

Reporting, MD New Quarterly Wage Reporting

• US – W2 Updates• Global Address Format

• Embedded Sup-Pages & Flex Field Framework

• Fluid Attachments Security and Enhancements

• National ID Configuration• Fluid Person / Job, Compare• View Historical Profile Items• Fluid Profile Compare• Update Empty Positions - Manager• Dotted Line Enhancements• Onboarding Analytics• HR Manager / Business Partner

View for Onboarding• Off-Boarding Self-Termination• GSS Admin Delegation• GSS Update Position Title

• GSS Multiple Components of Pay• Employee Snapshot Promotion

Readiness• Fluid Performance Notes• Prepare for Hire Enhancements• Bulk Actions on Fluid Job Openings• Fluid Leave / Transfer Donations• Fluid Absence Workcenter• Workforce Availability Analytics• Time and Absence Employee

Dashboard• Fluid W-2 Reissue Request• Fluid Voluntary Deductions• Multi-Doc Support in Life Events• And More…

• Billing Field Mass Updates• Disposal Worksheet

Enhancements• Accumulated Depreciation Mass

Updates• GASB Accounting for Lessees• Tokenization with Cybersource

for Expenses Credit Cards• Reconcile Differences among

Bidder / Supplier Registration, Change Requests

• Asset Management Operational Metrics

• And More…

• Billing Workcenter Enhancements• Mass Update Billing fields• Voucher staging data clearning• Dispute AR Items from

Worksheets• E-Mail Delivery of AR Statements

and Dunning Letters• Asset Management Approvals• Validate Grant Payement Status

for Cost Incurred Before Billing and Rev Rec

• Expenses Fluid Approvals• Asset Management Capitalization

- Assign Transactions Re-design• Supplier Scorecard KPIs

• Credit to Cash Global Search• Fluid Simplified Journal Entry• Mass Update GL Run Control As-

of Date• Add GTIN to Procurement and

Payables Tables / Components• Customer Comprehensive View• Fluid Asset Management Self

Service• Inventory Substitution

Enhancements• Manufacturer and Distributor

Contracts in ePro and Purchasing• Proc Contracts – Ship to Pricing• Fluid Sourcing Analysis

• Distribute multiple invoices in one e-mail

• GL Financial Analytics• Retain Approval history in denied

journals• Expand GL Workcenter for Period

Close• Match Exception Collaboration• Configure match rules• Fluid eBill Customer Hierarchy• Collector Performance Analysis• Payment Plans• Lessor Accounting and Subleases• Intercompany Leases• Fluid Contracts Content

• Grants Proposal Workflow in AWE• Fluid Expense Report Updates• ePro Req Change Request, Change

Tracking• ePro Par Location Replenishment

to use Req Loader• Comprehensive Supplier Portal

Enhancements • Fluid POA for Buyer, Analytics• GTIN updates / impacts• Supplier Registration updates• Supplier Scorecard Analytics

Security• Redesign Bidder Responses


Onboarding – Admin ViewFluidcapabilities for Admins, consistent with self-service design

Benefits Enrollment

Use of intuitive Guided Process

Incorporated analysis, plus easy access to related information

Incremental delivery based on customer adoption and feedback

Supplier KPIs

Powerful, configurable framework

Analytical measures to complement qualitativedata

Financial Analytics

Configurable, easy to personalize

Analytical insights for multiple roles, including manager self service


The Next Big Thing: Emerging Technologies

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

• Value Additive

• Targeted

• Secure

• Mobile

• Auditable

• Contextual

Investigation Phase

Presenter

Presentation Notes

Example Use Cases Recommend training courses based on what other employees like you are doing; potential next role, applications for an open role, item to requisition (very Amazon like) Identify at risk employees Answer questions based on current analytic information e.g. how many laptops do we need to buy – based on attrition, hiring, when existing assets are to be retired, existing supplier contracts… Fraud detection Identification of financial exposure/risk Exception handling Tracking of virtual/financial/tangible assets along the supply chain or business processing (blockchain) Trouble shooting support questions for operations e.g. is the period close? Can I run this report or post this voucher to the GL? If not now when?


But…The Same Investment Guidelines Apply

INTUITIVE EXPERIENCE

EASILYCONSUMABLE

HIGHLYCONFIGURABLE

COMPELLINGVALUE

ANALYSIS& INSIGHT

REUSABLE FRAMEWORKS

Natural extensions of real interactions

Meets the varied needs of most

Appropriate, useful architecture

Has sufficient data to learn, add value

Realistic and reasonable to deploy and use

Must be more than ‘gee-whiz’


Current State of Analysis

Work in Process!

Evaluate Use Cases

Investigate Approach

Solicit Input

• Chatbots: PeopleSoft ‘Help’, eProcurement Bot, Supplier Onboarding Bot, Accounting Bot, Expenses Bot, Absence Bot, Benefits Bot

• Recommender Systems: Payment Predictor, Supplier Risk, Supplier Bid Initiation, Project Risk, Learning, Career Path

• Process Automation, Mining:, Payment Automation, Invoice Matching, Procure to Pay bottlenecks

• Customer Advisory Board: Discussions with each pillar. Customer exploration in progress.

• Partner Insights: Various offerings available or under evaluation.

• Idea Spaces: Broad-based input, prioritization, discussion.

• Focus Groups: Enacted as focused work demands.

• Oracle Solutions: Evaluate options and ‘fit’ with PeopleSoft / PeopleToolsarchitecture.

• Technical POCs: Validate models, functionality, configurability, supportability, etc.

• Security: Implications for both cloud and on-premisecustomers.

• Delivery: Foundation architecture, relationship to applications, maintenance, and more.


Sample Proof of Concept


Continuous, Customer Driven Roadmap

26

Idea Spaces User Groups Advisory Board1:1 Interactions

PeopleSoft Product Roadmap

Ongoing

Confidential – Oracle Internal/Restricted/Highly Restricted


2


1. Get Involved in the Idea Spaces

28Confidential – Oracle Restricted

CUSTOMERSELECTIVEADOPTION

ADDED TOROADMAP

AND PFE PAGE

DEVELOPMENTUSING

FOCUS GROUPS

ENHANCEMENTREQUESTS INTO

IDEA SPACES

Your Input Drives Us

PRODUCTDELIVERY VIA

UPDATEIMAGE

CUSTOMERS

6400+ Followers

2800+ Ideas

3900+ Comments

Features Delivered

Many on Roadmap

Video Overview

click me

FAQ

https://www.youtube.com/watch?v=4EQNGi0T3ng

https://support.oracle.com/epmos/faces/DocumentDisplay?id=2048019.1


2. Get Connected and Stay Informed

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Channel

PeopleSoft CFO Tool

PeopleSoft PFE

https://twitter.com/PeopleSoft_Info

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

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

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

http://www.peoplesoftinfo.com/

http://www.peoplesoftvfos.com/

http://www.peoplesoftcfotool.com/

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