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Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 2
Strong Community of PeopleSoft Ecosystem PeopleSoft Customer and Partner Video
PeopleSoft General Session: PeopleSoft Update and Roadmap
Paco Aubrejuan
Senior Vice President, PeopleSoft
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 4
Safe Harbor Statement
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 relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 5
The Continuing PeopleSoft Mission Deliver PeopleSoft Applications That...
are modern, intuitive, and simple to use
allow you to stay current at a lower cost.
...make you more productive...
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 6
Manage change on your terms via the new PeopleSoft Update Manager
Work anytime and anywhere with HTML based mobile solutions
Effectively perform role based tasks utilizing WorkCenters
Quickly make informed decisions leveraging Pivot Grids
Intuitively execute business processes through visually guided processes
Easily find and act on what you want using global search and related actions
Will Allow You To...
PeopleSoft 9.2
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 7
PeopleSoft 9.2 Proof Points Simpler Software Requires Fewer Clicks
39% fewer clicks to apply for a job posting
41% fewer clicks to execute a life event
35% fewer clicks to create a purchasing requisition
72% fewer clicks to manage Accounts Payable source:
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 8
PeopleSoft 9.2 The First 6 Months Lots of Activity
21,000+ hits to peoplesoft92.com
73,500 views on YouTube w/
156,000 minutes watched
172,000 views on Facebook
3,200+ followers on Twitter
33,000 views on Oracle blog
7,000 downloads by 2,400 entities 0
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# o
f d
isti
nct
cu
sto
me
rs
# of months available
Customers Live or Deploying
PeopleSoft 9.2
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 9
Global single instance of
PeopleSoft for over 30 countries
Upgrading PeopleSoft Financials
from 8.9 to 9.2
Target go-live is February 2014
Primary drivers are improving
business processes and visibility
Franklin Templeton
Deploying PeopleSoft 9.2
Learn More: Tuesday , Sep 24, 10:30 am in
Moscone West - 3001
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 10
14,000 employees, 12 hospitals, 65
clinics, 215,000 health plan members
Upgrading PeopleSoft HCM from 8.9
to 9.2
8 month upgrade
Focus on usability in self-service
80% - 85% reduction of
customizations planned
Scott & White Healthcare
Deploying PeopleSoft 9.2
Learn More: Thursday , Sep 26, 12:00 PM
in Palace Hotel - Sea Cliff
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 11
Largest real estate services company
in the world
Existing PeopleSoft Financials and
HCM customer
Deploying new PeopleSoft Financials
9.2 solution for BPO division
Will use PeopleSoft for customers real estate and facilities operations
Targeting go-live by end of 2013
CBRE
Deploying PeopleSoft 9.2
Learn More: Wednesday, Sep 25, 5:00 PM
in Moscone West - 3014
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 12
Wells Fargo
Deploying PeopleSoft 9.2
Learn More: Wednesday, Sep 25, 3:00 PM
in Palace Hotel - Twin Peaks North
PeopleSoft customer since 1993
Currently upgrading to PeopleSoft
HCM 9.2
Using PeopleSoft HCM to service
over 280,000 employees
Wachovia integration increased
workforce by 110,000 team members
Have paid over $180B using
PeopleSoft Payroll
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 13
Wells Fargo
Deploying PeopleSoft 9.2
Learn More: Wednesday, Sep 25, 3:00 PM
in Palace Hotel - Twin Peaks North
PeopleSoft customer since 1993
Currently upgrading to PeopleSoft
HCM 9.2
Using PeopleSoft HCM to service
over 280,000 employees
Wachovia integration increased
workforce by 110,000 team members
Have paid over $180B using
PeopleSoft Payroll
OUTSTANDING CUSTOMER
ACHIEVEMENT AWARD
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 14
High Adoption of PeopleSoft PeopleSoft 9.2 Early Adopting Customers
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 15
What Analysts Are Saying... PeopleSoft 9.2 Feedback
View the full report
on Oracle.com
...there's a lot to like in PeopleSoft 9.2.
...impressive 9.2 release...
...innovative applications...
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 16
Moving to PeopleSoft 9.2 PeopleSoft Upgrade Lab Services
Accelerated upgrade lab projects
Standardized fit gap approach
Pre-defined CEMLI upgrades
Automated upgrade testing
Oracle cloud project
environments
PTF jump start
100+ upgrade project assets
and 20+ upgrade project tools
Best Upgrade Experience Best Upgrade Process Best Upgrade Tools
Over 1,000 PeopleSoft upgrade
projects delivered
Testing partnership with development
Deep PeopleSoft functional and
technical experience
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 17
The Continuing PeopleSoft Mission Deliver PeopleSoft Applications That...
are even more modern, intuitive, and simple to use
allow you to stay current at an even lower cost.
...make you even more productive...
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 18
The Need to Change Legacy Upgrade Cycle and Release Model Challenges
Upgrades are costly
but deliver value
but done infrequently, reducing overall ROI.
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 19
Enabling Change Without PeopleSoft Update Manager Change Delivery Was Limited
GA code line
R1
Customers must upgrade
to the current release to
gain new capabilities.
Oracle delivers only,
delta maintenance on
the current release.
R2
pre GA code line
At release delivery, Oracle
targets new development
for the next release.
Long time to get new functionality
Always lagging Oracle development
Large amounts of change to manage at one time
Infrequent, expensive upgrades
IMPACT
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 20
R1
single code line
Enabling Change PeopleSoft Update Manager Allows for Effective Delivery of Changes
Oracle delivers, PeopleSoft Images
every ~10 weeks containing
maintenance and new capabilities.
Next release is a roll up of previously delivered
capabilities with new PeopleSoft Images.
R2
Incremental customer upgrade.
Customer periodically selects
maintenance and/or new capabilities
via PeopleSoft Images.
Continuously receive new functionality on existing release
You choose what to take and when
Smaller change between releases means more affordable upgrades
IMPACT
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 21
Changing How to Manage Change PeopleSoft Update Manager as a Release Model Enabler
Get Innovative New Capabilities without Upgrading
Take Only the Changes You Want Based on What You Have
Determine When You Adopt Changes
Retain Strategic Customizations
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 22
Changing How to Manage Change PeopleSoft Update Manager as a Release Model Enabler
Get Innovative New Capabilities without Upgrading
Take Only the Changes You Want Based on What You Have
Determine When You Adopt Changes
Retain Strategic Customizations
Learn More:
Optimizing Maintenance Strategies with
PeopleSoft PeopleTools Update Manager
Thursday, Sep 26, 11:00 AM in Moscone West -
3014
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 23
The Need to Change One of a Kind, New Upgrade Cycle and Release Model Benefits
Continuously adopt new
capabilities in a
predictable way, based on
the customers specific
needs at a lower cost.
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 24
Whats Next for PeopleSoft? Major Investment Areas for PeopleSoft
Copyright 2012, Oracle and/or its affiliates. All rights reserved. 24
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 25
Simplified User Experience for Multiple Devices New PeopleSoft User Experience
Across Multiple Form Factors
Native Tablet/Phone Experience
Platform Independent
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 26
DEMONSTRATION OF NEW
PEOPLESOFT USER EXPERIENCE
Optimized for Tablet
Self Service HCM
Project Management
Smart Phone Enablement
Lets See It! ORACLE PRODUCT
LOGO
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 27
Integration into Native Applications HTML Email Approvals
Job Opening Job Offer Absence Request Extended Absence
Request
Transfer Promotion Reporting Change Performance Document Self Service Invoice Receivables Service Procurement Control Budget Journal Purchase Order
Treasury Settlements Journal Voucher Credit Invoice Service Work Order Requisition Time Report Expense Report Cash Advance Travel Authorization And More
AVAILABLE TODAY
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 28
More Than Just Look and Feel The Value of the New PeopleSoft User Experience
Mobility and Portability Between Multiple Devices
Intuitive User Experience
Personalizable
Unified User Experience Across Oracle Applications
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 29
PeopleSoft Integrates with Oracle Cloud Leverage The Most Complete Cloud-Based Talent Management
Oracle Fusion and Taleo Talent Management
PeopleSoft HCM
Recruiting
Engagement
and Retention
Development
Compensation
and Rewards
Performance
Management
Talent Review
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 30
Leverage Oracle Cloud Services Lower Costs with PeopleSoft in the Cloud
Predictable
Low Cost
Proven
Secure
Flexible
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 31
Do What Could Not Be Done Before Oracle In-Memory Applications
What They Allow You To Do
Quickly Discover Opportunities
Make Smarter Decisions
Reduce Costs
Accelerate Business Processes
How They Do It
New Purpose Built Applications
Leverage D-RAM and Flash Memory
Unique Solutions That Combine Best-in-Class
Applications with High Performance Hardware
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 32
DEMONSTRATION OF PEOPLESOFT
IN-MEMORY PROJECT DISCOVERY
Monitor Projects
Identify Needs
Search and Assign Resources
Lets See It! ORACLE PRODUCT
LOGO
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 33
Gain Holistic Project and Resource Visibility PeopleSoft In-Memory Project Discovery
Allows You To....
Increase resource utilization
Reduce time to staff projects
Discover project correlations and trends
Improve project profitability
Analyze both structure and unstructured
project data
Discover More, Execute Better
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 34
Gain Holistic Project and Resource Visibility PeopleSoft In-Memory Project Discovery
Allows You To....
Increase resource utilization
Reduce time to staff projects
Discover project correlations and trends
Improve project profitability
Analyze both structure and unstructured
project data
Discover More, Execute Better
Learn More:
PeopleSoft In-Memory Project Discovery: Gain
a Competitive Advantage
Tuesday , Sep 24, 10:30 AM in Moscone West -
3020
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 35
Make Impactful, Proactive Financial Decisions PeopleSoft In-Memory Real Time Bottom Line
Allows You To....
Assess the fiscal effect of material
transactions
Model the financial impact of business rule
changes
Support for real time financial position
restatements
Execute on decisions to manage the
business
Know More, Profit More
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 36
Make Impactful, Proactive Financial Decisions PeopleSoft In-Memory Real Time Bottom Line
Allows You To....
Assess the fiscal effect of material
transactions
Model the financial impact of business rule
changes
Support for real time financial position
restatements
Execute on decisions to manage the
business
Know More, Profit More
Learn More:
PeopleSoft In-Memory Real-Time Bottom Line:
Revolutionary Solution for the CFO
Thursday , Sep 26, 2:00 PM in Moscone West -
3014
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 37
Manage Workforce Costs PeopleSoft In-Memory Labor Rules and Monitoring
Allows You To....
Quickly generate and model pay rules
using natural language rules
Make decisions that reduce labor costs and
optimize utilization
Analyze timekeeping data in real-time
Assess workforce performance against
expectations
Determine root causes of missed workforce
expectations
Manage Better, Save More
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 38
Manage Workforce Costs PeopleSoft In-Memory Labor Rules and Monitoring
Allows You To....
Quickly generate and model pay rules
using natural language rules
Make decisions that reduce labor costs and
optimize utilization
Analyze timekeeping data in real-time
Assess workforce performance against
expectations
Determine root causes of missed workforce
expectations
Manage Better, Save More
Learn More:
PeopleSoft In-Memory Labor Rules and
Monitoring: Better Management of Labor Costs
Thursday , Sep 26, 3:00 PM in Palace Hotel -
Sea Cliff
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 39
Consolidate for Greater Cost Savings Exadata and Exalogic X3-2 for PeopleSoft Applications
Concurrent HCM and FMS Loads on
Single Exadata and Exalogic Machines
Payroll Run 500,000 Employees in
19.26 Minutes
0.57 Second Search and 0.29 Second
Save for 14,000 Online HCM Users
20M Journal Lines Edited and Posted
in 6.08 Minutes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 40
PeopleSoft Direction Continuous Delivery of High Value Capabilities
Ongoing Delivery of Off-Cycle Capabilities
Regular, Roll-Up Major Releases
2013
PeopleSoft 9.2 PeopleSoft 9.4
2014 2015 2016 2018 2019
PeopleSoft Images, containing maintenance
and new PeopleSoft 9.2 capabilities.
PeopleSoft Images, containing maintenance
and new PeopleSoft 9.3 capabilities.
PeopleSoft 9.3
2017
Learn More PeopleSoft Long Term Investment Plan and Roadmap on My Oracle Support [login required]
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 41
Oracle Applications Planning PeopleSoft Current Release and Roadmap
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 41
Non Exhaustive
HCM Performance Management WorkCenter Life Events Using Activity Guides Paycheck Modeling Learning Dashboard Revamped Recruiting Application Process Mobile Applications (Company Directory)
ERP Multiple WorkCenters Visualization of Customer, Supplier, Asset... Supplier Self Service Onboarding eProcurement Usability Enhancements Mobile Applications (Requisitioning,
Approvals, Expenses)
PeopleSoft In-Memory Project Discovery
Technology Global Search using Oracle SES PeopleSoft Update Manager Pivot Grids: Embedded, Actionable
Analytics
HCM In-Memory Labor Rules and Monitoring Bi-Directional Integration with Taleo Payroll WorkCenter Streamlined Program Enrollment Mobile Applications (Mobile Approvals.
Time and Labor, and Absence Self-Service)
ERP PeopleSoft In-Memory Financial Allocations
Analyzer and Financial Position Analyzer
Mass Change for Billing eProcurement Release Independence Mobile Applications (Line Level Approvals,
Time Entry, Light Warehousing Inventory)
Technology New, Responsive User Interface
(HTML5/CSS3) for Mobile and Desktop
Self-Service Framework Enhanced Approval Workflow Framework Data Migration Workbench
HCM Self Service Matrix Organization Set-Up Self Service Compound Transactions Enhanced Profile Self-Service Absence Management WorkCenter HCM/ELM Social Capabilities Mobile Applications (Additional Self-Service
Applications)
ERP Multiple New WorkCenters Social Media Integration (Rankings and
Ratings w/I eProcurement)
US GAAP/IFRS Convergence Support Mobile Applications (Cash Spot, Projects,
Grants)
Technology New User Landing Pages Flexible Navigation Dock Enhanced Activity Guide Framework On-Premise TCO at or Below SAAS
PeopleSoft 9.2
Q1 2013
Whats Next 0-12 month planning cycle
Future Directions
Post 12 month planning cycle
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 42
PeopleSoft Update and Roadmap
Strong Uptake of PeopleSoft 9.2
New Low Cost Delivery Model
Continued Investment in PeopleSoft
Key Points
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 43
Where Do You Go From Here?
43 Copyright 2013, Oracle and/or its affiliates. All rights reserved.
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 44
Get Connect and Stay Informed PeopleSoft in Social Media
@PeopleSoft_Info Oracle PeopleSoft
Development Group
Oracle PeopleSoft Page Oracle PeopleSoft
Channel
Click Images For More Information
Blogs
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 45
Learn More Over 50 PeopleSoft Video Feature Overviews on YouTube
www.youtube.com/PSFTOracle
General PeopleSoft Update Manager
Patching Process
PeopleSoft Continuous Delivery PeopleSoft 9.2 Information Portal
HCM and ELM Global Search for HCM HCM 9.2 Pivot Grids Paycheck Modeling Life Events Recruiting: Candidate Gateway Recruiting: Talent Acquisition
Manager
ePerformance 9.2 Enterprise Learning Management Setup Overview for Mobile Company
Directory
Total Rewards Org Chart Viewer Talent Summary Manager Dashboard
ERP Supply and Demand WorkCenter Mobile eProcurement Supplier Hierarchy Global Search for FMS/SCM Mobile Inventory Manager eProcurement 9.2 Expenses 9.2 Mobile Expenses Accounts Payable WorkCenter Cash Position and Forecast
Tools and Technology Global Search, Related Actions,
Component Search
Using the Integration Network Actionable Operational Analytics WorkCenters Pivot Grids Mobile Approvals Interaction Hub iPad Certification Forms and Approvals Builder
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 46
PeopleSoft 9.2 Partner Experiences Panel Tuesday, Sep 24, 12:00pm Moscone West - 2005
What You Need to Know to Get Enabled on PeopleSoft 9.2 and PeopleSoft
PeopleTools 8.53 Tuesday, Sep 24, 3:45pm Moscone West - 3014
General Session: PeopleSoft Long-Term Architectural Strategy and Vision Tuesday, Sep 24, 5:15pm Moscone West - 2002/2004
PeopleSoft PeopleTools Roadmap: The Next-Generation PeopleSoft User Interface Wednesday, Sep 25, 10:15am Moscone West 2005
PeopleSoft Mobile Technology Deep Dive: Key Information for Your Implementation Wednesday, Sep 25, 11:45am Moscone West - 2005
PeopleSoft 9.2 Customer Experiences Panel Wednesday, Sep 25, 1:15pm Moscone West - 2005
Learn More Key PeopleSoft Sessions @ Oracle OpenWorld
FOCUS ON PEOPLESOFT DOCUMENTS
oracle.com/openworld
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 47