peoplesoft of today and tomorrow intuitive, powerful, and easy · •payroll for north america...

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 1

PeopleSoft of Today and Tomorrow—Intuitive, Powerful, and Easy

PeopleSoft Investment Strategy and Roadmap

Marc Weintraub Senior Director, Product Strategy PeopleSoft Nov 2015

Oracle Confidential – Restricted Use Only

Copyright © 2015 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.

2 Oracle Confidential – Restricted Use Only


Oracle Applications Strategy Three Core, Concurrent Strategies

Applications Unlimited

Commitment to all customers to enhance and support existing applications

Next Generation Cloud-Centric Development and Acquisition

Develop next generation, best-in-class cloud solutions including: SaaS, IaaS, PaaS, and DaaS

Practical Path to the Cloud

Develop programs and support for customers to adopt cloud on their terms with less risk

Restricted to customer use only. 3


What Have We Been Up To? The PeopleSoft Team Has Been Busy

• 650+ Fluid User Interface Pages and Transactions

• 250+ New Features Delivered

• 14 Update Images for HCM and FMS/SCM

• 300+ Focus Group Meetings/Year

• 130+ CAB Members

• 2,000+ Customer Interactions/Year

• 300k+ Person Days/Year Spent on PeopleSoft



What Have PeopleSoft Customers Been Asking For? Customer Driven Investment Strategy

5

A modern, simple, and intuitive user experience for mobile devices and desktops. Configuration, personalization and contextually relevant information. Deeper application functionality. Lower operating costs and increased business agility through new PeopleSoft capabilities.



User Experience PeopleSoft Fluid User Interface Deliverables

HCM • Manager Self-Service Homepage • My Team View and Analytics • Guided Self-Service • Team Time View • Team Performance View • Performance Status View • Team Learning View • Learning Compliance View • Open Jobs View • Employee Self-Service Homepage • Personal Profile View • Talent Profile View • Total Rewards and Benefits View • Time View and Entry • Company Directory • My Performance View • Absences View and Entry • My Learning View • Mobile Paycheck • Absence Analytics • Approvals

ERP • Purchase Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Project Time Entry • Approvals • My Service Requests • Procurement Operations Homepage • Supplier Watch List • Purchase Order Spend • Requisition Cycle Times • Project Manager Homepage • Project Profit Margin View • My Project Team View • Resource Locator • Project Financials • Cash Manager Homepage • Overdrawn Account View • Liquid Position View • Investment and Debt Mix View • Available vs. Forecast Balances • Cash Forecast

Non Exhaustive


Lower Costs and Increased Agility PeopleSoft Selective Adoption

7

2015

2020+

2019

2018

2017

2016

What Has Changed

• Multiple “releases” (i.e. Update Images) a year without requiring upgrades

• Continuous feature development and delivery on a single code line

• More agile and flexible feature development to address changing customer needs

Impact to You

• No upgrades mean lower costs, less disruption, and better ROI

• Accelerated time-to-value and greater responsiveness to line-of-business needs

• More relevant engagement with PeopleSoft product team



Oracle Confidential – Internal/Restricted/Hig

8

Learn About Best Practices and Maintenance Strategies PeopleSoft Update Manager (PUM) Homepage

Learn more at PeopleSoft Update Manager (PUM) Homepage on My Oracle Support [login required]

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=236667278450794&id=1641843.2&_afrWindowMode=0&_adf.ctrl-state=vjwu1oyhq_4

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=236667278450794&id=1641843.2&_afrWindowMode=0&_adf.ctrl-state=vjwu1oyhq_4


Delivering Features

0

10

20

30

40

50

60

70

#2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15

HCM

ERP

Other

9

New Features by PeopleSoft Update Image

250+ New Features Delivered Over 14 Updates

Update Image #

# o

f N

ew F

eat

ure

s



Delivering Features 250+ New Features Delivered Over 14 Updates

10

2013 2014 2015 2016 *leveraging PeopleSoft Fluid User Interface

HCM • Time and Labor Alerts Framework

• Life Events Delegations

• Employee Photo Uptake

• Global Payroll Self-Service Reporting Framework

• HTML Email Approvals

• Global Payroll Country Extension Enhancements

• Performance Management Enhancements

• Legislative Changes and Tax Updates

ERP • WorkCenters for: Cash and Treasury, Asset

Management, Projects, Contracts, Grants, and Staffing

• Mobile Expense Reporting

• Mobile Time Entry for Projects

• Asset Management Dashboard

• Self-Service Payment Request

• User Defined Fields within Requisitioning

• Initial PeopleSoft Real-Time Bottom Line Solutions

• Additional Embedded Analytics

• External Financial Transactions Clearinghouse

• Treasury Fair Value Accounting

HCM • Mobile Company Directory*

• Affordable Care Act (ACA) Shared Responsibility

• Mobile Paycheck/Payslip*

• Guided Self Service Enhancements

• Additional Mobile* and HTML Email Approvals

• Auto-Enrolment within Time and Labor

• Recruiting Enhancements (Attachments, Print, etc)

• Additional Embedded Analytics*

• Legislative Changes and Tax Updates

• Payroll for North America Integration to Oracle HCM Cloud

ERP • WorkCenter for: Pricing Manager

• Mobile Travel Authorizations*

• Mobile Physical Inventory*

• Online Supplier Profile Change Request

• Comprehensive Supplier Portal

• Additional PeopleSoft Real-Time Bottom Line Solutions

• Incremental Close Process in General Ledger

• Contracts and Grants Setup Activity Guide

• Revenue Recognition and Lease Accounting Enhancements

• Configurable Data Export and Import


HCM • Employee Homepage and Manager Homepage*

• Mobile Time Entry and Mobile Absence Request*

• Guided Self-Service*

• Absence Management Dashboard

• Eight (8) New Absence Management Analytics*

• Mobile Approvals*

• WorkCenter for Payroll for North America

• Time and Labor Dashboard for PeopleSoft In-Memory Labor Rules and Monitoring

• Recruiting and Learning Enhancements

ERP • WorkCenters for: Expenses, Resource Management,

Supply and Demand, and Strategic Sourcing

• Project Manager Homepage*

• Cash Management Homepage*

• Supplier 360

• Mobile Requisitioning*

• Supplier Contracts Workbench

• Mass Transaction Manager

• Business Process Weaver

• Configurable Analysis Framework


Non Exhaustive



Delivering Features Keeping Up with What Has Been Delivered and What Is Planned for Delivery

11

Planned Features and Enhancements

Update Image Overviews Cumulative Feature Overview


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



https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=375388931051495&id=1917096.2&_afrWindowMode=0&_adf.ctrl-state=8li0833y1_45

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=375425800851741&id=1923479.2&_afrWindowMode=0&_adf.ctrl-state=8li0833y1_86

https://apexapps.oracle.com/pls/apex/f?p=10319:18:0


What Are PeopleSoft Customers Asking For Now? No Surprise It’s More…

12

More of the modern, simple, and intuitive user experience for more of my users.

More personalization and configurability so I can have it my way and get what I want, how I want it.

More application functionality.

More costs savings when I run and maintain my applications.



PeopleSoft Investment Strategy Focus on Providing Customers More of What They Need to be Successful

Provide a modern and intuitive mobile and desktop user experience for all users.

Enable personalization and configuration to present users the information they want, how and where they want it.

Deliver new application functionality and expand the capabilities of existing features.

Allow customers to run, maintain, and update PeopleSoft at a lower cost.



PeopleSoft Investment Strategy User Experience and Mobility

14

Strategy

• Make PeopleSoft Fluid User Interface the overall application navigation and user engagement framework

• Enlist a “Mobile First” design and development approach

• Standardize common patterns across PeopleSoft applications

• Expand scope beyond casual users to include “expert” users

• Ensure seamless co-existence between Fluid and Classic User Interfaces

Objective: Provide a modern and intuitive mobile and desktop user experience for all users.



How Are We Doing This? User Experience Innovations Powered by PeopleTools 8.55 and Beyond

• PeopleSoft Fluid UI Navigation for All Pages

• Master-Detail 2 Panel Layouts

• PeopleSoft Fluid UI Activity Guides

• Resizable, Interactive, and Push-Based Titles

• PeopleSoft Fluid UI WorkCenters

• Function-Centric Application Homepages/Dashboards

• Tiles for Classic UI Pages



Let’s See It!

PeopleSoft Demonstration Powered by PeopleTools 8.55

• Mobility

• Native Phone Alerts

• Fluid UI WorkCenter

• Fluid UI Activity Guide

• Search

• Simplified Analytics

• Related Content

• Personalization



User Experience PeopleSoft Fluid UI Activity Guides


User Experience PeopleSoft Fluid UI WorkCenters

Oracle Confidential – Internal/Restricted/Highly Restricted 18


User Experience Master-Detail 2 Panel Layouts



User Experience Resizable, Interactive, and Push-Based Titles



User Experience Function-Centric Application Homepages/Dashboards



User Experience PeopleSoft Fluid User Interface Deliverables

HCM • Expanded Guided Self Service • New Manager Self Service Transactions • HR Manager / Representative Center • Mobile Candidate Gateway • Mobile Learning • Payroll Employee Self Service • Matrix Organization Self Service • HR Help Desk Case Creation • Enhanced Profile Self Service • Time and Attendance New Timesheet • Payroll and Time Admin Centers • Employee Side by Side Compare • HR Representative Analytics • Benefits Enrollment Analysis • Absence Administrator Analytics • Hours by Employee Analysis • Ad-hoc analysis in Key Components • Workforce Availability • Employee 360 • Onboarding/Offboarding • Updatable State W4

ERP • ePRO Self-Service Receiving • Mobile Line Level Approvals • Expanded Mobile ePRO • PO Acknowledgement • Supplier Surveys • Financial Operations Homepages • Financial Productivity Visibility • Execution of Cash Movements • Mobile Payment Request • Expanded Mobile Expenses • Mobile Grants • Asset Tracking/Physical Inventory • Mobile Financials • Item Collection Days • Invoice Cycle Times • Payables Time to Discount • Self Service Supplier Collaboration • Self Service Customer Collaboration • Financial Structure Change Request

Non Exhaustive


PeopleSoft Investment Strategy Information Delivery and Personalization/Configuration

24

Strategy

• Drive navigation through interactive information

• Present information when and where it is contextually relevant

• Enable end-users to easily create and publish their own contextually relevant analytics

• Facilitate deeper levels of application personalization

• Allow significantly greater application configuration

Objective: Enable personalization and configuration to present users the information they want, how and where they want it.



Right Information in the Right Place Related Content


• Display relevant information • In context to transaction • Internal or external content • Interactive/clickable content • No need for IT or customization


End-User Defined Analytics Simplified Analytics


• End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization


Have It Your Way Easily Configurable Approvals


• Tailor layout of approvals • Modify existing approvals or

easily create new ones • Drag and drop fields • Edit display labels • No need for IT or customization


Have It Your Way My Preferences


• Control information displayed • Single-stop management of all

preferences • Contextually tied to transactions • Consistency across applications • No need for IT or customization


Have It Your Way Move from Paper to PeopleSoft

• Manual

• Inefficient

• Error Prone

• Lacking Control

• Little Visibility

• Under Utilizing IT Assets

Oracle Confidential – Restricted Use Only 32


Have It Your Way Forms and Approval Builder (Fluid UI)


• Create new mobile ready forms • Use workflow and approvals • Drag and drop fields • Publish to homepage as titles or

to NavBar • No need for IT or customization


PeopleSoft Investment Strategy Robust Features and Functionality

35

Strategy

• Simplify business process execution

• Increase productivity for expert users

• Deliver key industry specific capabilities

• Prioritize enhancements based on customer feedback

• Ensure legal and regulatory compliance

Objective: Deliver new application functionality and expand the capabilities of existing features.



Robust Features and Functionality Roadmap for PeopleSoft HCM

36

Powerful

Intuitive

Easy

Expansion of Guided Self Service

• Additional and Non-Job Data Transactions

• Configurable Fields

• HR Administrator Approvals, Review, and Edit

• Contextual Analytics

HR Administrator Homepage

• Guided Processes

• Checklists

• Review Transactions

• Adoption of New Notifications Framework

Employee Side by Side Compare

• For Managers

• For HR Administrators

Employee 360 View

• Centralized Employee Information

• Role Based Views

• View Multiple Jobs

Mobile Recruiting

• Guided Process Optimized for Mobile Devices

Mobile Learning

• Search, Enrollment, and Training Execution

New and Enhanced Total Rewards

Onboarding/Offboarding

• Configurable Guided Process via Activity Guide

• Workflow Approval by Individual Step

• Alerts and Notifications

• Mobile Enabled

Payroll Employee Self Service

• Additional Direct Deposit Enhancements

Payroll WorkCenter Expansion

• Payroll for North America

• Global Payroll

Time and Attendance

• Streamlined Processes for Administrators

• Employee Presence Monitor

• Mobile Approval for Reported and Payable Time

• Time Entry Monthly/Weekly View Enhancements

Position Management

• Position Request/Creation Self Service

• Integration to Job Data

• Workflow Approval

Configurable Frameworks

• Field Validation Framework

• Conditional Navigation Framework

• Enhanced and Mobile Enabled Activity Guides

Matrix Teams

• Manager and Employee Self Service

• Manager Creates Dotted Line Relationships

• Visualized in Company Directory

Benefits Administration

• Dependent and Beneficiary

• New Open Enrollment

Talent Management Self Service via PeopleSoft Fluid User Interface

• Succession Planning

• Performance Management

Additional Analytics

• Manager Team Analytics

• HR Administrator Analytics

• Absence Administrator Analytics

• Payroll Administrator Analytics

• HR Help Desk Analytics

Expansion of Mobile Approvals

HR Help Desk

- Employee Relations / Secure Case

- Self Service Case Creation

Integrations Expansion

Non Exhaustive



Robust Features and Functionality Roadmap for PeopleSoft ERP

Powerful

Intuitive

Easy

Operational Efficiencies

• Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation)

• Business Onboarding Activity Guide

• Chart of Accounts Request Collaboration

• Financial Position Change Request

• Automate Expense Amortization

• Bank Reconciliation Expansion

• Open Period Maintenance

Expanded Mobility

• Payables Operations Homepage

• Credit to Cash Homepage

• Supplier Self Service in eSettlements

• Customer Self Service in eBill Payment

• Receiving

• Inventory Management

• Asset Management

• Expenses

Expansion of Mobile Approvals

Greater Visibility

• Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework

• Financial Balances Hierarchy

Greater Supplier Lifecycle Management

• Supplier Collaboration Expansion

• Supplier Qualification, Scorecarding, and Performance Management

• Supplier Portal Enhancements

Configurable Frameworks

• Field Validation Framework

• Conditional Navigation Framework

• Business Process Weaver

• Enhanced and Mobile Enabled Activity Guides

• Mass Transaction Manager

• Enhanced and Mobile Enabled Forms and Approval Builder

Cash Management

• Take Actions to Simulate and Move Funds

Simulate Financial Position

• Expansion of In-Memory Real-Time Bottom Line Solutions

• Side by Side Simulation Compare

• Actionable Simulation Visibility and Analytics

Imaging Capture and Processing

Additional Analytics

• Expenses vs. Budget

• Top Departmental Expenses

• Expenses Audit Risks

• Expenses with Exceptions

• Billable vs. Non-Billable Time and Expenses

• Revenue vs. Forecast

• Top Businesses by Revenue

• Profit and Loss for the Period

• Invoice Cycle Times

• Payables Time to Discount

• AP and AR Productivity Visibility

• Item Collection Days

• AR Write-Off vs. Collections

• Strategic Sourcing Metrics

Oracle Transaction Business Intelligence

• Actionable Insights

• Pre-delivered Analytics

Legislative & Regulatory

• Revenue Recognition

• Lease Accounting

• VAT Withholding Updates

37

Non Exhaustive



PeopleSoft Investment Strategy Low Cost Lifecycle Management

38

Strategy

• Continue with delivering multiple updates per year and allowing customers to select the updates they want, when wanted without requiring upgrades

• Enhance PeopleSoft Lifecycle Management tools: - Update selection via the PeopleSoft Update Manager tool - Analytics on applied/unapplied updates - Impact of customizations on applied changes - Inclusion of test automation (PeopleSoft Test Framework) in update process

• Take advantage of cloud infrastructure and automation

Objective: Allow customers to run, maintain, and update PeopleSoft at a lower cost.



Select Changes PeopleSoft Update Manager Enhancements

39

• Selections based on test coverage using PeopleSoft Test Framework

• Selections based on impact to existing customizations

• Analytics to make informed decisions on the updates to apply

• Combining multiple selections into a single change package



Assess Change PeopleSoft Update Manager Analytics


• View the maintenance status of your applications

• Assess what has and has not been applied

• Analyze by product and update image

• View customization and test impact


Addressing Cost of Ownership Cloud Computing Drives Down Costs and More

• Cloud is not a minor disruption but a MAJOR disruption

• Enables the delivery of technology services at a lower cost

• Large percent of IT costs are below the applications layer



Take Advantage of the Cloud The Cloud is More Than Just Applications and Software-as-a-Service

Oracle is bringing leading infrastructure, technology, business applications, and

information to customers and partners the Oracle Cloud

Software-as-a-Service

Platform-as-a-Service

Infrastructure-as-a-Service

Data-as-a-Service



Take Advantage of the Cloud PeopleSoft in the Cloud Enabled by the PeopleSoft Cloud Architecture

Leverage the cloud to deploy and manage your PeopleSoft

applications

44

PeopleSoft

Platform-as-a-Service

Infrastructure-as-a-Service

Data-as-a-Service



Take Advantage of the Cloud PeopleSoft Cloud Architecture

45

PeopleSoft

PeopleSoft Cloud Architecture

Platform Infrastructure Data

PeopleSoft Cloud Architecture Enables:

• Fully Virtualized Infrastructure and Platform

• Automated Configuration of PeopleSoft Instances

• Automated Change Management

• Automated Testing of PeopleSoft Instances

• Automated Provisioning of PeopleSoft Instances

• Automated Cloning of PeopleSoft Instances

• Management of Application Clusters

PeopleSoft Cloud Architecture Does Not:

• Make PeopleSoft a SaaS Application

• Change the Licensing and Support Model

Public or Private Cloud

Delivery Begins with PeopleTools 8.55



The Cloud and PeopleSoft PeopleSoft in the Cloud Enabled by the PeopleSoft Cloud Architecture

Reduce the Total Cost to Ownership for PeopleSoft

Gain Greater Agility and Rapid Time-to-Value

Elastically Scale to Meet Demand

Choose Your Cloud – Public, Private, Hybird



Oracle Public Cloud + PeopleSoft Additional Value in Using Oracle Public Cloud with PeopleSoft

47

PeopleSoft

PeopleSoft Cloud Architecture Platform Infrastructure Data

Oracle Private Cloud

+ • Fully Automated PeopleSoft Provisioning

• Integration to DaaS

• Single Provider “One Throat to Choke”

• Ease of Migration “Clone-to-Cloud”

• Leading PaaS, IaaS, and DaaS

• Robust Offering (database, social, java…)

• Integrated Solutions

• Industry Leading Security

Learn more with the PeopleSoft on Oracle Public Cloud Video Feature Overview


http://www.peoplesoftinfo.com/



Get Connected and Stay Informed Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page

Click Images For More Information

Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel


www.peoplesoftinfo.com www.youtube.com/user/PSFTOracle

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.youtube.com/user/PSFTOracle



PeopleSoft of Today and Tomorrow Key Points

•Significant Leap Forward in PeopleSoft

•Continued Investment

•New Investments in the Cloud for PeopleSoft



Questions and Answers



PeopleSoft 9.2

PeopleSoft 9.2 Support Timelines Ensuring Customers Are Supported under PeopleSoft Selective Adoption

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 beyond

Today

Oracle Lifetime Support Policy

Sustaining Premier Extended

~Jan ‘16 ~Jan ‘17 ~Jan ‘18

Sustaining Premier Extended +1 year Sustaining Premier Extended +1

year Sustaining Premier Extended +1 year

Proposed Roll Forward of Support

• Add One (1) Year to Premier Support and Extended Support Dates

• Announce Roll Forward of Support on an Annual Basis

• Begin Roll Forward of Support by 2016

• Maintain a Minimum of 5 Years of Support


http://www.oracle.com/us/support/lifetime-support/index.html

peoplesoft of today and tomorrow intuitive, powerful, and easy · •payroll for north america...

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