Keynote: PeopleSoft strategy and update

1. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Strategy Update
and Roadmap
Cedar Consulting: PeopleSoft and Oracle Cloud Day Keynote
Marc Weintraub
Senior Director Product Strategy
PeopleSoft
February 2015
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2. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Proven Solution Market Leadership
Commitment User Community
The Power of Oracle Robust and Complete
Modern Ongoing Innovation
The Right Solution for You is Today’s PeopleSoft
Success for Your Organization with the Greatest Value at the Lowest Risk
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What If I Told You
• Can have an intuitive,
simplified user experience
• Can use PeopleSoft on any
mobile device
• Can stay current at a fraction
of the cost
• Never need to upgrade again
3
With PeopleSoft You…
What Would You Say?
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It’s True!
An Intuitive, Simplified User
Experience on Any Device
Multiple Updates a Year, Adopted at
a Low Cost without Upgrades
4
The PeopleSoft of Today
PeopleSoft Fluid User Interface PeopleSoft Selective Adoption
2015
2020
2019
2018
2017
2016
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Give Them What They Want
Two PeopleSoft User Interface Challenges
5
Simpler and More Intuitive Optimized Mobile Solutions
&
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6. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Solving Both Challenges with One Solution
PeopleSoft Fluid User Interface
What Is It
• PeopleSoft Mobility on Any Device
• New Online Desktop Experience
• Native Tablet/Phone Experience
• Optimized Across Multiple Form Factors
• HTML5/CSS3 PeopleSoft Pages
• End User Personalization
• Single, Merged Solution Across
PeopleSoft
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Why You Care
• Simple and Intuitive to Use
• Lower Training Costs
• Easy to Provision and Deploy
• Seamless User Experience Across
Platforms
• Consistency Across PeopleSoft and
Oracle
• Uses Existing PeopleSoft Tool Set
• Delight Your PeopleSoft Users
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Intuitive, Simplified User Experience
PeopleSoft Fluid User Interface
• Role Based
Homepages
• Interactive Tiles
• Responsive Design
• Free Text Search
• Effortless Navigation
• Personalization
• Dynamic Alerts
• Contextual Actions
• Built-In Analytics
• Guided Self-Service
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PeopleSoft Mobility
PeopleSoft Fluid User Interface IS PeopleSoft Mobility
8
=
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More Than Just Look and Feel
The Value of PeopleSoft Fluid User Interface
Mobility and Portability Between Multiple Devices
Intuitive User Experience
Personalizable
Unified User Experience Across Oracle Applications
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10. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM 9.2
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 View
• My Time View and Time Entry
• Benefits View
• 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

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Investment Strategy
An Intuitive, Simplified User Experience and Mobility for More Users
Power Users
Classic UI Focus
Primary Device: Desktop
Casual Users Executives
Fluid UI Focus
Primary Device: Mobile
Over time, expand Fluid UI to include Power Users
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See It For Yourself!
12
PeopleSoft Fluid User Interface Videos
Watch Video Feature Overviews and PeopleSoft
Talks on the PeopleSoft YouTube Channel
Getting Started with
PeopleSoft Fluid User Interface
PeopleSoft Fluid User
Interface Experience in HCM
PeopleSoft Fluid User
Interface Concepts
Click Images For More Information
PeopleSoft Fluid User Interface
Experience in FMS/SCM
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13. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM 9.2
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

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User Experience is Just the Tip of the ‘Iceberg’
PeopleSoft Fluid User Interface Leverages Existing Investment
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User Experience
Functionality
Master Data
Security
Infrastructure
Configuration
Business Logic
Underlying
Solution
Visible
Solution
• User Experience is the Visible Part
Your Solutions but Not the Only Part
• Get a Better User Experience with a
Proven, Complete Solution
• Mitigate Risk and Reduce Costs by
Leveraging Your Existing Solution
Get a ‘New’ Solution for Less
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Getting the Latest Innovations
You’re Tired of Jumping Release to Release
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Traditional Delivery, Upgrade Driven Adoption
Your 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
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Impact to You and Your Organization
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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
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Selective Adoption, Continuous Delivery
Your Future Life as a Customer
• No more upgrades!
• IT is more collaborative and responsive to
the business’ needs
• Quicker delivery of new features
• Delivered mobility and a simplified user
experience
• Better use of budget
• Oracle and your IT department are more
responsive
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Impact to You and Your Organization
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19. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
The Best of All Possible Worlds
Competitor SaaS
New PeopleSoft
Delivery Model
Deep Functionality and Complete Business Processes
Customer Can Make Strategic Customizations
Customer Configurability and End User Personalization
Deployable On-Premise or in the Cloud only or
New Features Delivered Multiple Times Per Year
Customer Determines When to Adopt New Features
Customer Determines What New Features to Adopt
PeopleSoft v. Competitor SaaS Solution Providers
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20. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Your Journey to the Cloud
One Size Does Not Fit All
Only Oracle offers a flexible
migration to the cloud that
maximizes value and
minimizes risk.
You Choose What, How, and When
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Your Journey to Oracle Cloud
Multiple Paths, One Destination
You Choose What, How, and When
Your Journey is Driven By Your:
• Business Needs
• Timing
• Existing Footprint
• Appetite for Change
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22. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Today’s PeopleSoft
Incredible Innovation
• 1,500 New Features
• 3 New In-Memory Applications
• 50 Mobile Solutions
• 75 Actionable, Embedded Analytics
• 15 Role-Based WorkCenters
• 1,300x Faster on In-Memory Database
• 10x Scalability on Exalogic
• 5x Better Performance on Exadata
• New Simplified, Intuitive UI
• Integrated to Oracle Cloud Applications
• Adopt New Capabilities Without
Upgrading

23. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Today’s PeopleSoft
Incredible Value
23
Better Usability
Deliver mobile solutions
Reduce training costs
Expand self-service
• Mobility and intuitive usability via PeopleSoft Fluid User Interface
• Global search powered by Oracle Secure Enterprise Search
• Simplified navigation using contextual related actions
Increased Productivity
Intuitively execute business processes
Quickly make informed decisions
Effectively perform role based tasks
• Processes oriented Activity Guides and Train Stop visualization
• Embedded, actionable analytics through PeopleSoft Pivot Grids
• One stop, centralized work cockpits for business users in WorkCenters
Lower Costs
Avoid costly upgrades
Stay current for less
Lower operating costs
• Leverage new capabilities without upgrading via PeopleSoft Selective
Adoption
• Take only the changes you want, when you want using PeopleSoft
Update Manager
• Operate and scale effectively and cheaply leveraging Oracle technology
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More to Come
• New Features Delivered 2 – 3 Times a Year
PeopleSoft Roadmap
2013
PeopleSoft 9.2
2014 2015 2016 2017
• PeopleTools Releases Every 12 – 18 Months
Oracle delivers PeopleSoft Update Images
containing new features and maintenance.
Customer periodically selects new features and/or
maintenance via PeopleSoft Update Images.
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Learn More “PeopleSoft Long Term Investment Plan
and Roadmap” on My Oracle Support [login required]
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PeopleSoft Roadmap
Ongoing PeopleSoft HCM Investments
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Operations
Ease of Use
Expansion of Guided Self Service
• Position Management Enhancements
• Attachments and Configurable Fields
• Additional Transactions
Mobile Recruiting
• Guided Process Optimized for Mobile Devices
• Integration with Social Network
HR Manager / Representative Center
• Employee 360 View for Administrators
• Guided Processes and Checklists
• Adoption of New Notifications Framework
• Insight into Action – Pre-delivered Analytics
• Side by Side Compare
Mobile Learning
• Search, Enrollment, and Training Execution
Payroll Employee Self Service
• Direct Deposit Enhancements
• Mobile Paycheck
• Updatable State W4’s
HR Help Desk Case Creation
Expansion of Manager Self-Service
• Employee Side by Side Compare
• Matrix Organization Self Service
• Manager Team Analytics
Benefits Administration New Open Enrollment
Time and Labor New Timesheet
Expansion of Mobile Approvals
Payroll Administrators Centers
• Overall Process Validation
• Pre-delivered Reports, Queries, and Analytics
Time and Attendance
• Streamlined Processes for Administrators
• Time and Labor Auto-enrollment
Analytics
• HR Representative Analytics
• Absence Administrator Analytics
• Hours by Employee Analysis
• Ad-hoc Analysis in Key Components
Integrations
Cloud Integrations
• HCM Cloud and PeopleSoft Payroll Integration
• HCM Cloud and PeopleSoft Time and Labor
• Expansion of Existing Integrations
PeopleSoft integrations
• Enhanced Time and Labor and Absence Integration
Non
Exhaustive
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PeopleSoft Roadmap
Ongoing PeopleSoft Financials Investments
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Information
Delivery
Ease of Use
Expanded Mobility
• Payment Request
• Supplier Self Service in eSettlements
• Customer Self Service in eBill Payment
• Accounting Request
• Additional Transactions
Cash Management
• Overdrawn Account View
• Liquid Position View
• Investment and Debt Mix View
• Available Balance v. Forecast by Bank View
• Take Actions to Simulate/Move Funds
Mobile Financial Analytics
• Expenses vs. Budget
• Top Departmental Expenses
• Revenue vs. Forecast
• Top Businesses by Revenue
• Profit and Loss for the Period
Financial Operations
• Invoice Cycle Times
• Payables Time to Discount
• AP and AR Productivity Visibility
• Item Collection Days
• AR Write-Off vs. Collections
Oracle Transaction Business Intelligence
• Actionable Insights
• Pre-delivered Analytics
Non
Exhaustive
Comprehensive Supplier Portal
Greater Configurability
• Supplier 360 utilizing PeopleSoft
Configurable Analysis Framework
• Customer 360 utilizing PeopleSoft
Configurable Analysis Framework
Expansion of Mobile Approvals
Business Process
Transformation
Operational Efficiencies
• Financial Close WorkCenter
• Business Onboarding Activity Guide
• Chart of Accounts Request Collaboration
• Supplier Change Requests
• Expansion of Supplier Enablement in eSettlements
• Automate Expense Amortization
Simulate Financial Position
• PeopleSoft In-Memory Financial Close Analyzer
• Expansion of In-Memory Financial Position
Analyzer
• Expansion of In-Memory Financial Allocations
Analyzer
• Side by Side Simulation Compare
• Actionable Simulation Analytics
Expansion of Global Accounting Capabilities
• IFRS/US GAAP Convergence for Lease
Accounting
• IFRS/US GAAP Convergence for Revenue
Recognition
• CNAO2 and Golden Tax Integration for Joint
Ventures in China
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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
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PeopleSoft Strategy and Update
Key Points
•Transformation of PeopleSoft
•PeopleSoft Selective Adoption
•Continued Investment in PeopleSoft
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PeopleSoft Strategy and Update
Frequently Asked Questions
• What is Oracle’s mobile strategy for PeopleSoft?
• Do new deliverables like PeopleSoft Fluid User
Interface need to be purchased?
• Should I upgrade to PeopleSoft 9.2 or wait for
PeopleSoft 9.3?
• If there is no PeopleSoft 9.3 does that mean
PeopleSoft is dead?
• How will support timelines be set with PeopleSoft
Selective Adoption?
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Questions and Answers
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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
SustainingPremier Extended
~Late ‘15~Late ‘16~Late ‘17
SustainingPremier Extended+1
year SustainingPremier Extended+1
year SustainingPremier Extended+1
year
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
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