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Enable Your Organization to Succeed and Thrive Multiple Updates a Year, Adopted at a Low Cost without Upgrades PeopleSoft Selective Adoption 201 5 202 0 201 9 201 8 201 7 201 6

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Page 1: Psft upgrade

Enable Your Organization to Succeed and ThriveMultiple Updates a Year, Adopted at a

Low Cost without Upgrades

PeopleSoft Selective Adoption

2015

2020

2019

2018

2017

2016

Page 2: Psft upgrade

Traditional Delivery, Upgrade Driven AdoptionYour Previous Life as a Customer• Steady state was not conducive to

IT/line of business interactions • Requests for new functionality generally

delivered through customizations• Too much money and time spent on

maintenance yet always seemed behind• Upgrades were disruptive and costly

with few new features

• Impact to You and Your Organization

Page 3: Psft upgrade

Enabling Change• PeopleSoft Update Manager

CUSTOMER

CUSTOMER

Creates Changes Packages ChangesCUSTOMER

Consumes Changes

CUSTOMER

Oracle Packages Changes That All Customers Use

PRIOR TO PEOPLESOFT 9.2

Page 4: Psft upgrade

Manage Change on Your Terms• PeopleSoft Update Manager

CUSTOMER

CUSTOMER

CUSTOMER

CUSTOMER

Creates Changes Packages ChangesCUSTOMER

Consumes Changes

Customers Package Changes Tailored to Them

WITH PEOPLESOFT 9.2

Page 5: Psft upgrade

Customer applies customization once to tailored Change Package

Manage Change on Your Terms• Lifecycle Management with PeopleSoft Update Manager

Virtual Machine

Customer’s PeopleSoft

Environments

Staging/Test

ProductionCustomer Tailored

Change Package

Change Assistant

DevelopmentCustomer uses Change Assistant to apply

tailored Change Package

3

Customer uses PeopleSoft Update Manager to generate tailored Change Package

2

Customer periodically downloads latest fully patched PeopleSoft image from My Oracle Support

1 4

Page 6: Psft upgrade

• New Features without UpgradesSelective Adoption, Continuous Delivery

2013 2014 2015 2016 2017

PeopleSoft 9.2

2018 2019 2021 20222020

• Customers Adopts the New Features They Want, When They Want

• Oracle Delivers New Features 2 – 3 Times a Year

New Features

Customer “A” Goes Live on PeopleSoft 9.2

Customer “A” Adopts New Features

Learn more at the PeopleSoft Update Manager Home Page on My Oracle

Support [login required]

Page 7: Psft upgrade
Page 8: Psft upgrade

PeopleSoft Update Process

R9.2

Oracle delivers, PeopleSoft Images every ~10 weeks

PeopleTools versions change over time but the application

version doesn’t

The images contain standard maintenance and new application

features

Some of these images are designated as Upgrade

Image that can be used as the source for an upgrade

Page 9: Psft upgrade

PeopleSoft Support policy (Lifetime Support Policy)

Patches and platform certifications for a PeopleTools minor release will be provided until 12 months after the next minor release is made generally available

Critical patch updates for a PeopleTools minor release may be provided for up to 24 months after the next minor release is made generally available

2016 2017 2018 2019 2021 202220202013 2014 2015

PT8.52

PT8.53

PT8.54

PT8.55

PeopleTools Support policy (Technical Support Policy)

PeopleSoft Enterprise 9.1: The Extended Support fee will be waived for the entire Extended Support period waived.

Page 10: Psft upgrade

Consuming Change• Adapting to PeopleSoft Selective Adoption, What it Means to You

To Realize Benefits, Your Organization Must Adapt• Continuously assess newly delivered features• Collaborate with the business to prioritize needs• Schedule the adoption of new features• Roll out small incremental changes • Develop a sensible maintenance plan

Page 11: Psft upgrade

Innovation, Adoption, Evolution• Leveraging PeopleSoft’s Flexible, Mature Architecture

User Experience / Mobility

Analytics / Applications Usability

Cloud / Data Center

Enterprise Security

Page 12: Psft upgrade

User Experience, Mobile & UsabilityWhat We See Happening• Pervasiveness of Mobile Devices

• Universal, 24x7 Access

• Responsive Design Paradigms

• Consumer Expectations of Enterprise Experience

• Q: Browser vs. Native apps

What We’ve Delivered• Fluid User Interface• Modular Process Flows• Responsive Design – not just

scale to fit• Evolutionary UI Structures

• Activity Guides• Workcenters• Related Actions & Content• Conditional Navigation• Notification Framework• Pivot Grids

Page 13: Psft upgrade

Analytics, Information & IntelligenceWhat We See Happening• Application systems are no

longer simply used to collect “compliance” data

• Users’ familiarity with information directly affects its usability

• Analysis >> Task &Search >> Task

• Big Data integrated with Operational Data

What We’ve Delivered• Refactor PS_QUERY as the

basis for virtually all content access

• Extend Query features for greater usability (Connected Query, Drilldown, etc.)

• Pivot Grids• Related Content, Related

Actions• Global Search• Refactor functional processes

Page 14: Psft upgrade

Alternatives Crystal Reports

BI Publisher

BI Cloud Service

• Oracle’s integrated powerful Reporting & Document generating tool

• Reduce cost by reducing complexity and higher ease of use

• Oracle’s complete Business Intelligence Platform (includes BI Publisher)

• Self-Service ad-hoc reporting, Semantic model (store once, use many), Alerting reporting

• Oracle’s Business Intelligence Platform in the cloud• Visual Analyses capabilities, Self-Service, Mobile enabled

Page 15: Psft upgrade

Role of PeopleSoft in the EnterpriseWhat We See Happening• Pervasiveness of Mobile Devices

• Universal, 24x7 Access to Company Resources

• Confidential Information is a Critical Differentiator for Organizations

• Increasingly Complex Regulations

• Information Risk Strategy and Security Culture are terms used at the corporate board level

What We’ve Done• Secure Application Functionality• Secure Application Infrastructure• Secure by Default Initiative• Help Establish Oracle’s Role in a Secure

Enterprise• Adopt Oracle Software Security Assurance

(OSSA) Initiative• Fostering Security Innovation• Reducing Security Weaknesses• Reducing the Impact of Vulnerabilities

Page 16: Psft upgrade

PeopleSoft Approval Framework-Line Level Approval

PeopleSoft has moved from the traditional workflow to the Approval Workflow Engine. Approval Workflow Engine (AWE) also known as Approval Framework is the framework providing capabilities to create, run and manage the approval processes within PeopleSoft. When the user submits a transaction, the application hands the transaction over to Approval Workflow Engine, which will determine the appropriate approval process definition and then launch the required routing based on the steps configured.