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1 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
PeopleSoft Answers: How to Create a Great
PeopleSoft UI
Jim Marion
Principal Sales Consultant,
Solution Services, Oracle
Matthew Haavisto
Senior Product Strategy Manger
Oracle
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
3 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Program Agenda
• Intro Proposition: Perception vs. Reality—PeopleSoft offers a great User
Interface
• What makes a great user experience?
• Portals, WorkCenters and Dashboards: How they improve the UI, how they
are different
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reserved.
• Search-centric
• Demo: Some Great Examples
– Things you can do today
– Fundamentals of a good design
• What’s Coming? Make it easier--better branding, templates, simple
integration, etc.
Proposition:
PeopleSoft Can Provide a Great
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reserved.
PeopleSoft Can Provide a Great
Experience for Your Users
Perception: PeopleSoft is Rigid and OutdatedReality: PeopleSoft is Flexible and Modern
2002
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reserved.
Goal: A Rich, contemporary, efficient user experience
More of a Web Site experience than an application
Composition of a Great
User Experience
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Portals, Workcenters,
Dashboards and New Search
User Experience: The Intersection of Factors
Content
• Graphics, Visuals
• Engagement
• Intuitiveness
• Information you need
• Easy to find
• Easy to create
Great
User Exp
Look and Feel
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reserved.
Process/
Navigation
• Easy to create
• Easy to share
• Transactions
• Business Processes
• Getting where you need
to go easily and quickly
Collaboration is
part of the Web
2.0 experience
PeopleSoft Ecosystem
Portal / Homepage• Full-featured and robust
• Centrally administered
• Pushed to large audience
• Broad info like Company News
• Infrequent activities like benefits
• Not day-to-day tasks
• Self-service, access to employer info
• Can nav to workcenters or workspaces
• Deployed by customer/consult, not PS
• Content management
• Unified PS apps navigation
Workspaces and Dashboards• Personal view of my work world
• Everyday activities and tasks
• Makes navigation and search easier and quicker
• Reports and data need for day-to-day work
• Role-based
• Personalizable, but minimal
• Delivered by PS Apps, but can be altered by
customer for their requirementsAll components of the ecosystem are easily integrated
• More efficient navigation/interaction
9 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
• Unified PS apps navigation
Collaborative Workspaces• Created easily by end users and SMSs
• Not centrally administered—grass roots
• Project teams and smaller groups—virtual team room
• Collaboration and information sharing
• Web 2.0 for business processes
• Group activities and calendars
• Document management
• Ad hoc creation and management
• Negligible risk and cost
• Not delivered by PS (generally)
customer for their requirements
• Customers can create their own
Related Content• Web 2.0 in context of transactions
• Easy to deploy by SMEs
• Open and flexible—almost any service can be
added, PS or non-PS
• Can be delivered by PS or deployed by customers
• Some services available out of the box
• More efficient navigation/interaction
• Enterprise 2.0
• Contemporary appearance behavior
• Engaging, meets user expectations
Making Everything Simpler and EasierAt Your Fingertips
With Workcenters/Dashboards
The ‘Old’ Way
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reserved.
Includes navigation, tasks,
reports/analytics,
transactions
Can add a variety of
Related content services
--your option!
WorkCenters & Dashboards
• Makes apps Mobile-
Ready…
• Common Experience
across platforms
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reserved.
- WorkCenters: Deliver role-based
consolidation of multiple tasks
- Dashboards: Deliver interactive view of
many Key Performance Indicators
- Interrelated pagelet content in transactional
context
- Integrated Operational Reporting, Analytics
and Interactive Charts
Coming…Activity Guides: Visual guidance for process
navigation
Putting Search at the CenterMaking PeopleSoft Applications Search-Centric
Previously
Navigate Search Act
Navigate Search Act
Video Feature Overview
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Navigate Search Act
Navigate Search Act
Previously
• Simple• Intuitive •• Inefficient • Repetitive •
Now
PeopleSoft Applications Search
Search bar appearing
at the top of Manager
Dashboard
Filter the Keyword
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reserved.
Facets for
Additional
Filtering
Actions can be taken directly
Demonstrations
• Portal
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•Workspaces/Dashboards
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reserved.
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reserved.
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reserved.
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reserved.
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reserved.
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reserved.
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reserved.
22 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
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reserved.
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reserved.
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reserved.
Where Are We Going?
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PeopleSoft Innovation
• Will look and interact differently from any earlier
release
– Users will see multiple PeopleSoft applications as a single
company resource
– Users will be able to do more, from right where they are
– Users will interact with company data in more powerful ways:
to navigate, to analyze and to collaborate
The Next Applications You See…
27 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
to navigate, to analyze and to collaborate
– Users will experience connections between their role, their
tasks and the data they work with
• Will provide a rich and collaborative web and
mobile experience
• Will provide more options to help you manage
Costs of Ownership
PeopleSoft Self Service
• Self-service applications are improving to utilize
new PeopleTools capabilities:
– Small Footprint Functionality
• Pagelet-size Layout
• Transactional, Interactive Pagelet Design
• Home Page and Dashboard Deployment
Evolving
28 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
• Home Page and Dashboard Deployment
– Dashboard Delivery
– Self-Service WorkCenters for Complex Transactions
• Mobile-ready Controls
• Modular Design
• Wizard Functionality
Future Portal and Ecosystem Features
• Simplified setup for unified navigation for
PeopleSoft Applications
• Improved Search aggregation
– Search SES for all features in portal, workspaces
• Contextualization and tracking
• WorkCenter for publishing Managed Content
• Related Attachment service
• Related Content enhancements
User Experience is a Primary Focus: Improved navigation, search, user actions, contemporary
look and feel
29 Copyright © 2011, Oracle and/or its affiliates. All rights
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• Action items
– Ability to initiate PeopleSoft transactions and processes
from Action Items
– Hierarchical action items
• WorkCenter framework
• Tagging capability in PeopleTools (throughout PS
ecosystem)
• Related Content enhancements
• Workspaces
– Multiple Wikis for a Workspace
– Workspace-Calendar to render all schedule/event types
including action items, tasks, etc.
• WebCenter Services integration in PeopleTools
• Branding Framework and personalization
• UE improvements for pagelets
Delivering More Out-of-the-Box
• Workcenters, Launch Pads, and other pre-built functionality from
applications
But…
Applications Provide More
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reserved.
But…
• Better Branding and Easier Configuration for your specific needs
• Templates, skins, style sheets, etc.
• The Tools will always be there for you to craft whatever you need
Q&A
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reserved.
Q&A
More Information
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Other Sessions of Interest
• PeopleSoft in the Cloud—Yes You Have Options!
– Ryman Ballroom A – Monday March 19, 2012 (04:30 PM - 05:30 PM)
• PeopleSoft Success: Using the Related Content Framework to
Empower Users
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– Bayou D -- Tues, March 20, 2012 (09:30 AM - 10:30 AM)
• How to Create Great Self Service Solutions and PeopleSoft UI with
PeopleSoft Portal
– Bayou D -- Tues, March 20, 2012 (03:45 PM - 04:45 PM)
Hosted & Mobile PeopleBooks – PeopleTools PeopleBooks are available in
three formats: Hosted PeopleBooks, PDF’s, and Amazon’s Kindle format. All
can be accessed here:http://www.oracle.com/technetwork/documentation/psftent-090284.html
Doc Home Pages – Constantly updated direct links to PeopleBooks,
PeopleBook Updates, Release Notes, Installation and Upgrade
Guides, and other useful product documentation, all accessible from
Learn MorePeopleSoft Information Development Resources
34 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Information Portal – Locate the documentation, training, and other info needed
to help with your implementation process. Customers searching for this
information should make this their first online destination. http://www.oracle.com/us/products/applications/054275.html
Guides, and other useful product documentation, all accessible from
one My Oracle Support location.
PeopleTools 8.52 Documentation Home Page [ID:1356456.1]https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=REF
ERENCE&id=1356456.1
Cumulative Feature Overview (CFO) – Providing concise descriptions of
new and enhanced solutions and functionality that have become
available starting with the 8.4 release through our latest 8.52 release.https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYST
EMDOC&id=793143.1
Learn MorePeopleSoft Information Development Resources
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Follow us on PeopleSoft_Info
Upgrade Resource Report Tools – Helps you find all the documentation,
scripts, and files you need for your upgrade project. https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYST
EMDOC&id=1117047.1
San FranciscoSeptember 30–October 4, 2012
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reserved.
September 30–October 4, 2012