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

A PeopleSoft Roadmap

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Page 1: A PeopleSoft Roadmap

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

Liz DerrerDuncan Davies

Page 2: A PeopleSoft Roadmap

The Cloud is Coming

Page 3: A PeopleSoft Roadmap

They’re not mountains… they’re waves

Interstellar (2014)

Page 4: A PeopleSoft Roadmap

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

Page 5: A PeopleSoft Roadmap

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

Page 6: A PeopleSoft Roadmap

The Benefits of the Cloud

Page 7: A PeopleSoft Roadmap

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

Page 8: A PeopleSoft Roadmap

How Do I Get Those Cloud Benefits With PeopleSoft?

Page 9: A PeopleSoft Roadmap

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

Page 10: A PeopleSoft Roadmap

9.2 - Improved Experience for Users?

Page 11: A PeopleSoft Roadmap

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

Page 12: A PeopleSoft Roadmap

Better UI

Page 13: A PeopleSoft Roadmap

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

Page 14: A PeopleSoft Roadmap

Accounts Payable Work Centre

Page 15: A PeopleSoft Roadmap

Accounts Payable Analytics Dashboard

Page 16: A PeopleSoft Roadmap

Classic Tabs and Big Buttons

Page 17: A PeopleSoft Roadmap

Company Branding

Page 18: A PeopleSoft Roadmap

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

Page 19: A PeopleSoft Roadmap

HR Admin Guided Processes

Page 20: A PeopleSoft Roadmap

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

Page 21: A PeopleSoft Roadmap

Fluid UI on a Smart Phone

Page 22: A PeopleSoft Roadmap

Fluid UI on an iPad

Page 23: A PeopleSoft Roadmap

Fluid UI – Diversity Analytics

Page 24: A PeopleSoft Roadmap

Fluid UI – Diversity Analytics

Page 25: A PeopleSoft Roadmap

Fluid UI – Diversity Analytics

Page 26: A PeopleSoft Roadmap

Fluid UI – Diversity Analytics

Page 27: A PeopleSoft Roadmap

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

Page 28: A PeopleSoft Roadmap
Page 29: A PeopleSoft Roadmap

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

Page 30: A PeopleSoft Roadmap

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 …

Page 31: A PeopleSoft Roadmap

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

Page 32: A PeopleSoft Roadmap

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

Page 33: A PeopleSoft Roadmap

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?

Page 34: A PeopleSoft Roadmap

Cloud-style Operations - 2

Production

Man

ager

s/B

acko

ffic

eSe

lf-S

ervi

ce

Pilot User

Pilot User Pilot Users

Normal Users

Page 35: A PeopleSoft Roadmap

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

Page 36: A PeopleSoft Roadmap

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

Page 37: A PeopleSoft Roadmap

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

Page 38: A PeopleSoft Roadmap

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

Page 39: A PeopleSoft Roadmap

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.

Page 40: A PeopleSoft Roadmap

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

Page 41: A PeopleSoft Roadmap

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

Page 42: A PeopleSoft Roadmap

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

Page 43: A PeopleSoft Roadmap

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

Page 44: A PeopleSoft Roadmap

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

Page 45: A PeopleSoft Roadmap

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

Page 46: A PeopleSoft Roadmap

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

Page 47: A PeopleSoft Roadmap

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

Page 48: A PeopleSoft Roadmap

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

Page 49: A PeopleSoft Roadmap

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

Page 50: A PeopleSoft Roadmap

What do the Analysts Say?

Page 51: A PeopleSoft Roadmap

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

Page 52: A PeopleSoft Roadmap

Key Take-Aways

Page 53: A PeopleSoft Roadmap

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

Page 54: A PeopleSoft Roadmap

Thank you for your attention

We’re happy to answer questions now, or

throughout the day

Page 55: A PeopleSoft Roadmap

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?