A PeopleSoft Roadmap

1. The Roadmap to ensure your PeopleSoft
system stays ‘Best of Breed’
Liz Derrer
Duncan Davies

2. The Cloud is Coming

3. They’re not mountains
… they’re waves
Interstellar (2014)

4. Uptake of Cloud HCM Applications
 Source: “How Modern is HR” survey, Aug 2014
17%
15%
68%
Have you deployed HCM Apps in the
Cloud?
 17% - Have HR Cloud Apps
 15% - Moving to Cloud Apps
 68% - No Cloud Apps
 Survey of 170 HR Professionals, 74%
from the UK
 Note: Recruitment software excluded

5. Uptake of Cloud HCM Applications - 2
 Source: “How Modern is HR” survey, Aug 2014
32%
27%
41%
Plans to deploy HCM Apps in the
Cloud?
 32% - Have HR Cloud Apps
 27% - Have Plans to Move
 41% - No Cloud Apps

6. The Benefits of the Cloud

7. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

8. How Do I Get Those Cloud
Benefits With PeopleSoft?

9. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

10. 9.2 - Improved Experience
for Users?

11. Better UI
PeopleSoft is moving towards a 2-Tier User Interface:
 The Classic UI
 Designed for Power Users, back-office admins
 Information dense, lots of fields, data, analytics
 The Fluid UI
 Designed for Self Service Users
 Simplified layouts, fewer fields
 Less training needed

12. Better UI

13. Better UI - Work Centres
 Role-based Home Page:
 What you need to DO
 Where you need to GO
 How you DO IT
 Simplified Navigation
 Reduced user Training
 Ultimately, allows more work to be done in less time

14. Accounts Payable Work Centre

15. Accounts Payable Analytics Dashboard

16. Classic Tabs and Big Buttons

17. Company Branding

18. Better UI – Activity Guides
 Guided navigation steps to complete end-to-end
business process
 Simplified Navigation
 Reduced user Training
 Consistency
 ‘Train Stops’ show where in the process you are

19. HR Admin Guided Processes

20. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

21. Fluid UI on a Smart Phone

22. Fluid UI on an iPad

23. Fluid UI – Diversity Analytics

24. Fluid UI – Diversity Analytics

25. Fluid UI – Diversity Analytics

26. Fluid UI – Diversity Analytics

27. Better UI - 3
Cedar’s Recommendations:
 This is the PeopleSoft direction for Self Service and
mobile, so it’s crucially important.
 Developers need some HTML and CSS skills
 Don’t try to ‘convert’ classic pages to Fluid. They should
be simplified versions for light-touch transactions.
 Browser debugging tools are invaluable

29. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

30. Greater Flexibility of Infrastructure
 Purchase servers at the start but then stuck with them
 Virtualisation only gave some improvements
 Cloud vendors give you elasticity of infrastructure
Here’s some idea of the agility that you can gain …

31. SystemLoad
Monday Tuesday Wednesday Thursday Friday
Traditional
hardware
sizing/costs
to peak
usage
Cloud
baseline
‘Elastically’
burst
hardware
where
required
Greater Flexibility of Infrastructure - 2

32. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

33. Cloud-style Operations
Use Developer Skills (i.e. coding) and a free automation
platform to reduce SysAdmin/DBA effort
 Boot/Shut-down non-Prod environments on schedule
 Automate refresh of Test environment from Prod
 Backups and automated cache-clears available ad-hoc
 Proactive Monitoring:
 Is the PIA Responsive?
 Do I have failed/queued jobs?
 Is the Payroll taking longer than usual?

34. Cloud-style Operations - 2
Production
Managers/
Backoffice
Self-Service
Pilot User
Pilot User Pilot Users
Normal Users

35. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

36. Easier and More Frequent Updates
PeopleSoft Selective Adoption:
 The process has changed. No more big upgrades.
 The images deliver fixes and new functionality.
 You need to plan for this:
 the effort to apply the patches,
 and how the system will change for the users
 If you do nothing, you’ll end up with a big upgrade 3, 4
or 5 years down the line

37. Easier and More Frequent Updates - 2
 “Always stay current” and “You must apply bundles in
sequence”
 New functionality every 3 years
 Apply patches on your schedule
 New functionality every few months

38. Easier and More Frequent Updates - 3
“PeopleSoft used to recommend we stay current and apply
all maintenance, but we didn’t because it was too difficult.
Now they say we don’t have to, but we do because it’s so
easy.”
PeopleSoft Customer Advisory Board

39. Easier and More Frequent Updates - 4
Questions:
 Can I avoid an upgrade by doing nothing?
 The longer you leave it the larger the catch-up effort will be. Leave it too
long and it could be as significant as a major upgrade. Avoid this by
running a scheduled maintenance program.
 What is a ‘get current’ Change Package?
 It applies all available but not yet applied patches to bring your system up-
to-date.
 Will there really never be a v9.3?
 It certainly looks that way. Selective Adoption fits much better with the
twice yearly updates that cloud vendors enforce.

40. Easier and More Frequent Updates - 5
Other tips:
 Use the CFO Tool to show the differences between images
 Customer must be on a currently supported version of
PeopleTools to use Selective Adoption
 Some newer functionality may require a certain level and patch
of PeopleTools however
 Plan for how you will host the images (VirtualBox etc)
 PUM has matured and improved since it was first released
 If you run on Oracle databases, the Image replaces DMO
 Watch out for PRPs and POCs

41. Easier and More Frequent Updates - 6
Cedar’s Recommendations:
 If you’re not on 9.2, starting planning the upgrade. It’s the last
upgrade you’ll have to do
 Plan a schedule for applying the update images that suits you,
maybe two or three times a year with an annual ‘get current’
 Plan a schedule for applying PeopleTools patches, maybe one
every 9 months
 Consider increasing your usage of PeopleSoft Test Framework, as
it’ll reduce the burden testing of the updates

42. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

43. Cloud Security / Resilience
 Firewalled by default
 Control which IP Ranges have access
 Virtual Private Cloud – site-to-site VPN
 Military grade protection at Data Centres
 Customers’ databases kept separate
 Multiple datacentres make failover simpler

44. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

45. The Cloud is very cheap:
Medium Large Extra Large
Processors 2 4 8
Memory ~4GB ~8GB ~16GB
Price/hr 14p 28p 56p
Price/yr £718 £1,447 £2,890
Prices are for Windows instances in Ireland/EU data-centre using exchange rate as of 20th Feb 2015
Hourly prices are ‘on-demand’ instances.
Yearly prices are ‘reserved instances’ on 3 year terms, paid upfront.
Reduced Ongoing Cost - 1

46. Reduced Ongoing Cost - 2
 Production (Database server, App/Web)
 Non-Production (4 Envs, Database server, App/Web)
 PUM and Jenkins
 Plus
 All storage
 All backups
 Support
 Windows licences
 Database licences

47. Reduced Ongoing Cost - 3
 Production (Database server, 2x App, 2x Web, SES, Load
Balancer)
 Non-Production (Database, App, Web, SES)
 Failover (Database, App, Web, SES)
 Plus
 All storage
 All backups
 Support
 PUM and Jenkins

48. The Benefits of the Cloud
 Better UI
 Mobile Access
 Greater Flexibility of Infrastructure
 Cloud-style Operations
 Easier and More Frequent Updates
 Enhanced Security / Resilience
 Reduced Ongoing Cost
 No Upfront Licence Cost

49. No Upfront Licence Cost
 Historically PeopleSoft (and other ERPs) has been sold
with an upfront licence fee and an Annual Support fee.
Cedar can offer PeopleSoft as a BPO licence:
 No up-front fee
 Pay monthly
 Even just have BPO for individual modules
You can pay for PeopleSoft like a SaaS product

50. What do the Analysts Say?

51. It’s Good to be King
I know many analysts feel sorry for customers who appear trapped in their on-
premise cages – PeopleSoft, Siebel, JD Edwards etc.
Actually, they are in the driver’s seat:
a) Oracle keeps supporting them as part of its Apps Unlimited initiative
b) They can move onto the Cloud/IaaS, and use the managed support model if
they choose
c) They can “ring fence” their core functionality with cloud extensions like Taleo
d) When they are ready to move more fully into the cloud, they can choose
between a number of products
No wonder most of them seem content to stay where they are.
Vinnie Mirchandani, Sept 2014

52. Key Take-Aways

53. Key Take-Aways
 PeopleSoft is changing to adapt to the Cloud World
 Selective Adoption, Fluid UI
 You need to adapt also
 Get to PeopleSoft v9.2, Schedule updates, Adopt Fluid UI
 PeopleSoft in the Cloud offers many business benefits
 Cost (both upfront and ongoing), Flexibility
 Even if you stay on-premise, there are some cloud practices that
you can take advantage of
 Automation and proactive monitoring, PeopleSoft Progressive Rollout
 Administration tasks moved away from HR to Managers and
employees
 HR freed up for more strategic / business partner initiatives

54. Thank you for your
attention
We’re happy to answer
questions now, or
throughout the day

55. Agenda: 12:20 – 13:00
 Hays HR, Payroll and Financials Upgrade
(Knightsbridge room)
 HCM Cloud: Are you considering moving your HR
applications to the Cloud?
(Waterloo room)
 British American Tobacco Payroll Upgrade
(Mayfair room)
What’s Next?