peoplesoft keynote: peoplesoft investment strategy and roadmap

Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | 1

PeopleSoft Keynote

PeopleSoft Investment Strategy and Roadmap

Marc Weintraub Senior Director, Product Strategy PeopleSoft Mar 2016

Oracle Confidential – Restricted Use Only

Copyright © 2016 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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Oracle’s Applications Unlimited Strategy Commitment to PeopleSoft

PeopleSoft

Continued Investment in New Capabilities

Selectively Adopt New Features without Upgrades

Multi-Year Roadmap of Planned Enhancements

Oracle Support to AT LEAST 2027



PeopleSoft Oracle’s Commitment to PeopleSoft and the State of PeopleSoft

Commitment

• Dedicated Development Team

• Continued Investment and Innovation

• 3,000+ New Features Delivered Since Acquisition

State of PeopleSoft

• 6,000 Customers Worldwide with Net-News Added Every Year

• High Support Renewal Rate

• 50% of Active Customers On/Going to PeopleSoft 9.2



PeopleSoft Investment Strategy Focus on Providing Customers 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.


Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted Use Only

A Modern User Experience PeopleSoft Fluid User Interface

• Simple

• Intuitive

• Responsive

• For Mobile

• For Desktop

• Personalizable

• Interactive

• Contextual

• Information Driven

___________________

Built on PeopleSoft

6


PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM

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

• Approvals

FMS/SCM • Purchase Requisition

• Travel Authorization

• Employee Status Reporting

• Expense Reporting

• Project Time Entry

• Approvals

• 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

Non Exhaustive


PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM

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

FMS/SCM • 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

• Mobile Grants

• Mobile Financials

• Profit and Loss for the Period

• Expenses vs Budget

• Top Departmental Expenses

• Revenue vs Forecast

• Item Collection Days

• Invoice Cycle Times

• Payables Time to Discount

Non Exhaustive


Benefits

• Insight into Financial Performance

• Support Day to Day Decisions

• Access Anywhere, Anytime

Capabilities

• Access to Major KPIs

• Real Time

• Variance Analysis

• Drilldown Capabilities

• Personalizable

• Mobile

Expand Visibility Through Reporting and Analytics Financials on the Go

Oracle Confidential – Restricted Use Only 9


Simplify Complex Processes Activity Guides


Benefits

• Intuitive and Easy to Use

• Increase Productivity

• Access Anywhere, Anytime

• Empower Business Users

Capabilities

• Self Service

• Leverage Questionnaires

• Configurable Templates

• Manage ChartField Trees

Guided Processes to Simplify Business User Requests Financial Structure Change Request

Oracle Confidential – Restricted Use Only 11


Effectively Execute in the Face of Complexity Enable Your Workforce with Powerful, Visual Guided Processes



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

Oracle Confidential – Internal/Restricted/Highly Restricted 14

• End-users to define analytics • Publish analytics to homepages • Available within transactions • 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


Higher User Productivity WorkCenters



Higher User Productivity Master-Detail 2 Panel Layouts



Robust Features and Functionality Roadmap for PeopleSoft HCM

22

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

23

Non Exhaustive



Lower Costs and Increased Agility PeopleSoft Selective Adoption

24

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



Changing the Model PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager

Get New Features without Upgrading, Ever

Take Only the New Features You Want, When You Want

Delivery of New Features 2 – 3 Times a Year

Maintenance Changes Automatically Included



Delivering Features

0

10

20

30

40

50

60

70

80

#2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 #16

HCM

ERP

Other

26

New Features by PeopleSoft Update Image

250+ New Features Delivered Over 16 Updates

Update Image #

# o

f N

ew F

eat

ure

s



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

27

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


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


Select Changes PeopleSoft Update Manager Enhancements

29

• 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



What Would You Do? If I Gave You a Dollar…



What Would You Do? If I Gave You a Million Dollars…



The Cloud Isn’t Just an IT Thing Business Drivers of Cloud Computing



PeopleSoft on the Oracle Cloud The Best of All Possible Worlds

The PeopleSoft You Know

The PeopleSoft You Own

The PeopleSoft That Works

On the Cloud You Can Trust


+ Platform Infrastructure Data


Why PeopleSoft on the Oracle Cloud Value for the Line of Business

Business Agility

Business Continuity

Lower Costs and Risk



Platform Infrastructure Data

Take Advantage of the Cloud PeopleSoft Cloud Architecture

35

PeopleSoft

PeopleSoft Cloud Architecture

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

Delivery Begins with PeopleTools 8.55



Oracle Cloud for PeopleSoft Additional Value in Using Oracle Cloud with PeopleSoft

36

PeopleSoft

PeopleSoft Cloud Architecture

• Leading PaaS, IaaS, and DBaaS

• Robust Offering (database, social, java…)

• Integrated Solutions

• Industry Leading Security

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


Platform Infrastructure Data +

• Automated PeopleSoft Lifecycle Management

• Integration to DBaaS

• Single Provider “One Throat to Choke”

• Ease of Migration with “Clone-to-Cloud”

http://www.peoplesoftinfo.com/



Cloud or Cloud

PeopleSoft on Oracle Cloud

Oracle Cloud Applications

Subscription Based Pay As You Go

Customer Can Customize the Application

Customer Configurability and End User Personalization

Technology Platform Automatically Maintained

New Updates Delivered Multiple Times Per Year

New Updates Automatically Applied

Customer Determines If and When to Apply Changes

Comparison of PeopleSoft on Oracle Cloud and Oracle Cloud Applications



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 Investment Strategy and Roadmap Key Points

•Significant Leap Forward in PeopleSoft

•Continued Investment

•New Investments in the Cloud for PeopleSoft



Questions and Answers
