questdirect.org best practices in peoplesoft mobile greyheller llc ©greyheller, llc all rights...
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QuestDirect.org
Best Practices in PeopleSoft Mobile
GreyHeller LLC
©GreyHeller, LLC All Rights Reserved
QuestDirect.org
Session Scope• Learn strategies for getting started with Mobile and PeopleSoft
– Customer Use Cases– Challenges– Architecture– Project Management– Support and Lifecycle management
• Demonstration intended to support topics
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Agenda• Introduction• Customer Stories / Use Cases• Mobile User Experience• Supporting Mobile• Securing your Mobile Application• Managing a Mobile Implementation• The Future
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Company Highlights• Founded by the people who ran PeopleTools
• PeopleTools strategists and developers since 1994
• Deep PeopleSoft software development skills and DNA
• Nearly 100 customers (US; Canada; UK; EU; Australia; Asia; Africa; South America)
• Beta test partner: PeopleTools 8.53 & Applications 9.2
• 2011 & 2012 Oracle Customer Advisory Board
• PeopleSoft ecosystem – Blog; Webinars; Conference training
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Software Solutions
• Mobile for PeopleSoft– Any PeopleSoft page / customization….Automatically– Single code version: iOS; Android; Blackberry; Windows 7– Highly secure
• Single Signon• ERP Firewall• Version Control• Excel Add-in
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Customers
Unilever US. Dept of State Pfizer
University of North Carolina at Chapel Hill
University of Arkansas Cambridge University
Philip Morris Chesapeake Energy Lazard, Ltd.
Texas Christian Univ QVC Arizona State University
US Dept. of Energy HealthSouth Robert Half International
MMI Holdings Stony Brook University Methanex
Univ. of Oklahoma – Health Sciences Center
University of Central Florida BCD Travel
Jones Lang LaSalle University of Montreal Ryerson University
Berlin Packaging Frostburg State Univ University of Kansas
University at Buffalo AgFirst Bank Incyte
Amedisys Quintiles DLA Piper
GEICO Logistics Health Barnabas Health
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Mobile Enabling PeopleSoft
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Common Mobile Use Cases• HR / Benefits• Procurement• Financials• Campus Solutions• Administrative Access
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Recruiting• Add Candidate• Search Candidates• Post Jobs• Interview Evaluation
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Employee Self Service• Performance Management• Time Entry / Web Clock• Absence management• Life Events• Benefits Enrollment• Paychecks and Payslips
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Manager Self Service• Job / Personal Info
– Transfers– Retire Employee– Promote Employee– Terminate Employee
• Performance Management• HR Transaction Approval
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Procurement• Approvals
– Purchase Order– Requisition– Contract
• Receiving
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Financials• Both Transaction Entry and Approvals of
– Travel and Expense– Treasury / Cash Management– Service Request– Budget Search
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Administrator Access• Run (re-run) batch Processes• Monitor Batch Processes• Query• Security Admin
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Additional / Custom Cases• Nursing Qualifications Management• Messaging Center• Residence Management• “What do I owe”• Time Entry – Custom UI, also integrated
with GPS
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Customer Stories
– HealthSouth– MMI Holdings– University of Cambridge– TCU– Stony Brook University
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HealthSouth• Largest owner and operator of inpatient rehabilitative
hospitals• 22,000 employees with access to PeopleSoft• PeopleSoft Footprint:
– PeopleTools 8.52– Heavily customized Enterprise Portal– HR/Payroll– Financials
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Mobile Project
• Upgrade to PeopleTools 8.52 prior to mobile• Enterprise Portal and HRMS first
– Employee and Manager Self Service– Payroll– Time Reporting– Benefits
• Finance – Phase 2– Expenses
• Heavy BlackBerry footprint
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• Enterprise Portal– Initial Entry Point– Public Access with deferred logon– Retain look and feel of branding
• Employee Self Service– Employee Information– Benefits– Payroll / Compensation
• Manager Self Service
HealthSouth Use Cases
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Metropolitan Holdings Limited
Long-term insurance, asset management, investment, healthcare administration and employee benefits.
Business units include:• Metropolitan Retail• Momentum Retail• Investments• Employee benefits• Health and International.
Operates in 12 countries outside of South Africa.
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MMI Holdings Project• Mobile Access in 12 countries throughout Africa• Employee and Manager Self Service
– Personal Information– Benefits– Recruiting– Performance Management– Time Entry– Payroll
• All Heavily Customized• Installed on June 11th, Approved for Go-Live on July 3rd
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The University of Cambridge
• 1209 – Earliest Record of the University• 1284 – Peterhouse, The First College• 1535 – Henry VIII founds Trinity College
– c1584 – 1st Europeans settled North Carolina
• 1838 – Brown’s Schoolhouse is founded• 2009 – The University celebrates its
800th Anniversaryhttp://www.flickr.com/groups/cambridge-university/
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The University of Cambridge
• Collegiate University with 31 Colleges• Over 100 Departments• 26,000 Students (18,000 fte)• 7,500 Staff
http://www.flickr.com/groups/cambridge-university/
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Cambridge & Oracle
• Implemented Campus Solutions 8.0 in 2005
• Current architecture– Campus Solutions 9.0– PeopleTools 8.51.14
• (moving to 8.52 04/12/2012)
– Oracle database 11ghttp://www.flickr.com/groups/cambridge-university/
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Student Experience Project 2009
• Project Instigation– Looking at portal– Google analytics– Student feedback– College administrator feedback– Advisor feedback– Everyone’s feedback!!
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Student Experience Project 2009
• Project Goals– Meet the student’s requirements– Clean and up to date look and feel– Platform for change– Intuitive– Corporate
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Student Experience Project 2009
• Student Requirement Findings– Less cluttered – Only student system stuff, not portal– Show me everything I can do– No distractions– Needs to feel like a website– Need reminders to do things– Needs consistent design throughout– Don’t step on my social life!!
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Mobile Enablement
• Instigation– Google analytics
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Mobile Enablement
• Project Goals– Mobile enabled Student Self Service –
Yes all of it!
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Mobile Enablement
• Approach– Looked at vendor offerings at Alliance– Project with undergraduates– Looked at building our own solution– Found Grey Heller
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Mobile Project Details• Phase 1 - Student Access• Heavily Customized
– Custom Navigation– Desktop rendering using Jquery UI enhancements– Custom version of most PeopleSoft-delivered pages
• Needed to leverage existing custom SSO solution• Wanted Desktop and Mobile UI to be consistent• Custom logic for Administrator Access
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• Peopletools 8.51• PeopleSoft Portal 9.1• Campus Solutions/HCM
9.0 combined – split October 5, 2012
• Finance 9.1
TCU
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What do we want to Mobilize?
2009
?
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TCU Mobile
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What do we want to mobilize?• What did we want to mobilize in 2009? • What TerriblyClever told us we wanted to mobilize.• The University’s presence
– Simply a home in the app store world.• Directory, Athletics, News, Events, Map, Classes,
Videos• Helped us get ahead of the curve briefly
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What do we want to Mobilize?
2013
Everything
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What do we want to Mobilize?• Business interactions (ERP)• Academic interactions (LMS)• Basic information (TCU Mobile)• Athletics • Events• Radio Station• Dining Hall Menus• Shuttle information/Maps
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Project Overview
• Primary Driver – Enrollment• Firewall was also important factor• Limit to 1 web server• myTCU iPhone App• Surveys to verify results• Phase 2 plans
– More Portal functions– HR access– Common URL for mobile / non-mobile lllllllllllllllllllllllllllllllllllllllllll
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One email says it all
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Stony Brook University• Situated on 1,000 wooded acres on the
north shore of Long Island• Undergraduate students: 16,342• Total students: 24,500• More than 1,900 faculty• More than 12,000 total employees
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PeopleSoft Background• PeopleTools 8.50• Campus Solutions 9.0• HCM 9.0• Heavy use of PeopleSoft Portal• Customized Bolt-ons: What Do I Owe• Student communications-focused
customizations
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Requirements• User experience is critical
– Navigation– Customizations (action and messaging center)– Detailed analysis of each page
• Focus on key processes in initial phase– Grades, Schedule, Messages, To-Do’s, Holds
Grey Heller Solutions, Proprietary and Confidential
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Common Mobile Use Cases• Campus Solutions• HR / Benefits• Procurement• Financials• Administrative Access
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User Interface Challenges
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Mobile Devices are Different• Different screen sizes
– Phone / Tablet / in-between– Portrait / Landscape
• Real Estate is critical Zooming and scrolling right/left decreases productivity
• Fingertips are only means of input
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Security / Support Challenges
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Security• Authentication• Protecting Application Data and processes
– Data on device?– Restricting access based on location or device (device not
security)
• Protecting your network Infrastructure• Logging and Auditing• Security Administration
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Supporting Mobile• End-user Support
– Troubleshooting Issues– Training
• LifeCycle Support– Upgrades– Customizations– Testing
• It’s all about the architecture
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Managing a Mobile Project
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Project Management Considerations
• How will mobile devices connect to your PeopleSoft Development Environment?– What are your wifi access policies?– Will you need to provide access to the public internet?
• How do you roll mobile out to your users?– Phased vs. Big Bang
• How do you gather sufficient user feedback?– Surveys
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GreyHeller Implementation Methodology• Plan for several “Quick wins”• Avoid waterfall development model involve end-users early
in the process– Day 1 – Review mobile UI immediately– Iterate through configuration changes with continual user
review• Split implementation into 2 parallel paths
– User Interface– Infrastructure and Security– Load Balancer / Proxy Server
• Soft Launch
Student Focus Groups
& Surveys
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Current State of ERP• Mobile highlights shortcomings ERP Software
– Usability– Flexibility– Adaptability– Security
• ERP is too expensive– End-user productivity– Implementation– Keeping current– Administration
• Technology is evolving rapidly
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The Future• Evolve both desktop and mobile
user experience– Responsive– Simplify– Streamline– Compel
• Eliminate 90% of customizations
• Control and secure• Use existing system as starting
point
PeopleSoft
Navigation
Presentation
Interactivity
Defaulting and
Validation
Process Flow
Security and
Auditing
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History of Mobile
• Company Directory
• WAP/WML
2000
• Disconnected• CRM Mobile• Embedded DB2
2002
• iPad Support
2011
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Future of Oracle Offerings• Strategy
– Re-think business processes with a mobile focus– Create mobile versions of targeted transactions
• Q4 2012– iScript-based Application “stop-gaps”
• Q4 2013– PeopleTools 8.54 Mobile
• TBD– ADF-Built versions of Campus Pages
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PeopleSoftApplicationDatabase
MobileAccess
GreyHeller Architecture
PC Access
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AppServer
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Permissions
User Interface
Transaction Data Retrieval
PromptingLogic
Transaction Validation
Data Processing
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PeopleSoftApplicationDatabase
MobileAccess
Web Services HTML
PC Access
Peo
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Web
Server
Peo
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Web
Server
Peo
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Integ
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B
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Integ
ration
B
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Mobile Server
Mobile ServerSession Mgmt
User Interface
Security
Logging
AppServer
AppServer
UI PermissionsPC Access Only
User InterfacePC Access Only
Transaction Data Retrieval
Bus. Logic
PromptingLogic
PC Access Only
Transaction Validation
Data Processing
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Other Projects• University of Kansas• Amedisys• Stony Brook University• Frostburg State University
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Campus Solutions - Students• Student Center• Grades• Enrollment• Personal Information• Student Financials• Financial Aid• Holds• To-dos• Advisor
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Campus Solutions - Faculty• Faculty Center• Class Schedule• Class Roster• Grade Book• View Advisees
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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada
Save the Date
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COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest