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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

    50

    100

    150

    200

    250

    300

    350

    1 2 3 4 5 6

    # 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