Keynote: PeopleSoft strategy and update

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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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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

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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

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The PeopleSoft of Today

PeopleSoft Fluid User Interface PeopleSoft Selective Adoption

2015

2020

2019

2018

2017

2016



Give Them What They Want Two PeopleSoft User Interface Challenges

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Simpler and More Intuitive Optimized Mobile Solutions

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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

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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



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


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



See It For Yourself!

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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


http://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

http://youtu.be/ds5z_HJdj-I

http://youtu.be/V_BsapTINKg?list=PL4okLhHVjSg5nP9So9CtQVMeA_GS_PqAG

http://youtu.be/iIEcXVNtv3o?list=PL4okLhHVjSg7ZVqXf1VgiI1uqGW6rpXk-

http://youtu.be/o5-wQ2dHKsw


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


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



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



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



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



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



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



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



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


Today’s PeopleSoft Incredible Value

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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



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]


https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1320581.1

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1320581.1


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



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



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


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.peoplesoftinfo.com/

http://www.youtube.com/user/PSFTOracle


PeopleSoft Strategy and Update Key Points

•Transformation of PeopleSoft

•PeopleSoft Selective Adoption

•Continued Investment in PeopleSoft



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?



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

Sustaining Premier Extended

~Late ‘15 ~Late ‘16 ~Late ‘17

Sustaining Premier Extended +1 year Sustaining Premier Extended +1

year Sustaining Premier 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


http://www.oracle.com/us/support/lifetime-support/index.html