A PeopleSoft Roadmap

The Roadmap to ensure your PeopleSoft system stays ‘Best of Breed’

Liz DerrerDuncan Davies

The Cloud is Coming

They’re not mountains… they’re waves

Interstellar (2014)

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

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

The Benefits of the Cloud

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

How Do I Get Those Cloud Benefits With PeopleSoft?

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

9.2 - Improved Experience for Users?

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

Better UI

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

Accounts Payable Work Centre

Accounts Payable Analytics Dashboard

Classic Tabs and Big Buttons

Company Branding

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

HR Admin Guided Processes

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

Fluid UI on a Smart Phone

Fluid UI on an iPad

Fluid UI – Diversity Analytics

Fluid UI – Diversity Analytics

Fluid UI – Diversity Analytics

Fluid UI – Diversity Analytics

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

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

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 …

Syst

em L

oad

Monday Tuesday Wednesday Thursday Friday

Traditional hardware sizing/costs to peak usage

Cloud baseline

‘Elastically’ burst

hardware where

required

Greater Flexibility of Infrastructure - 2

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

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?

Cloud-style Operations - 2

Production

Man

ager

s/B

acko

ffic

eSe

lf-S

ervi

ce

Pilot User

Pilot User Pilot Users

Normal Users

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

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

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

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

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.

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

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

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

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

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

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 2015Hourly prices are ‘on-demand’ instances.Yearly prices are ‘reserved instances’ on 3 year terms, paid upfront.

Reduced Ongoing Cost - 1

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

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

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

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

What do the Analysts Say?

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

Key Take-Aways

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

Thank you for your attention

We’re happy to answer questions now, or

throughout the day

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?