PeopleSoft Can Do That? - Emtec Inc · PDF filePeopleSoft Can Do That? November 13, 2013 . ... • Siebel 5 . ... BI Publisher Benefits • Lower report and form generation development

PeopleSoft Can Do That?

November 13, 2013

Agenda

Emtec Overview

PeopleSoft Update

Reporting

User Experience

Operational Enhancements

Emtec… ‘Big enough to do the work, small enough to care’

EMTEC THE COMPANY

• Serving clients for over 46 years

• 14 locations, including 8 development centers

• Over 1,000 full-time professionals

• Voted One of the Top 100 Places to Work by Cranes Chicago in 2012

• Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications

• 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life

• $255M IT Services Provider

• Regularly compete & win against larger IT service providers

EMTEC AROUND THE WORLD

US Locations

• Radnor, PA (HQ)

• Atlanta, GA

• Chicago, IL

• Dayton, Ohio

• Freemont, CA

• Jacksonville, FL

• Herndon, VA

• Minneapolis, MN

• Springfield, NJ

• St. Louis, MO

Global Offices

• Toronto, Canada

• Ottawa, Canada

• Pune, India

• Bangalore, India

EMTEC SERVICES AT A GLANCE

• Emtec has completed more than 1,100 Package Application engagements, including:

- 200+ Oracle clients with more than 415 engagements

- 206 EPM / Hyperion & OBIEE clients and 323 engagements

- 186 Microsoft Dynamics and more than 255 projects

• Emtec is a premier provider of SaaS and Emerging technologies

consulting, including 51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development

• Emtec has served more than 565 Infrastructure services clients where we have:

- Deployed more than 1.85M servers, personal computers, tablets and mobile devices

- Installed or provided more than 925 exabytes of storage (That’s a whole lot…)

- Triaged more than 30,000 L1 support incidents

- Implemented service management solutions for more than 125 clients

3

OFF

ERIN

GS

PR

AC

TIC

E FA

CTS

Emtec’s five practice areas offer focused solutions to help our clients solve complex

business & IT challenges

From up-front strategy & consulting all the way to application, infrastructure & procurement services,

Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.

Consulting Services Package Application

Services (PAS) Cloud Technologies

Application

Development &

Management

Services (ADMS)

Infrastructure

Services

• IT Strategy & Planning

• IT Process Improvement

• IT Performance and

Governance

• Information Management:

− Big Data

− Business Intelligence

− Analytics

• Mobility Solutions

• Program and Project

Management

• Oracle

− Fusion

− EBS

− PeopleSoft

− EPM : Including Hyperion

− OBIEE

• Microsoft

− AX and GP

− BI

− CRM

• SAP

• Functional: HCM, FM, SCM

• Cloud Strategy & Planning

• Salesforce.com Solutions

− Sales Cloud

− Service Cloud

− Marketing Cloud

− Force.com

• Cloud Application

Development

& Technology

• Private Virtual Cloud

• Cloud Applications

• Portfolio Analysis

• Application Advisory

Services

• Product Development

• Custom Application

Development & Maintenance

• Package Application:

Development, Maintenance

& Support

• Mobile solutions

• Quality Assurance & Testing

Services

• Managed Services, Capacity

Management & Staffing

Services

• IT Service Mgmt.

• Data Center

• Business Application

Infrastructure

• End User Computing

• Platforms

• SWAT team of 45 highly

skilled Strategists, Architects

and Consultants

• 10 years of experience and

more than 75 projects

• 180 Specialists, including

Project Managers, Architects,

Consultants and Analysts

• More than 300 ERP & CRM

projects completed

• Expert team of Big Data,

business intelligence and

analytics professionals

• Specialized team of 25

Strategists, Project Managers,

Architects, and Consultants

• More than 90% certified

• 62 Customers & 112

engagements

• Global workforce of nearly 750

associates (approximately 250

associates based in North

America)

• Provided more than 6.3M

hours of application

development and

maintenance services.

• Special expertise in Business

Analysis and Testing (among

other things)

• More than 100 associates

providing data center,

compute, network and storage

related services

• Value Add Reseller providing

full device lifecycle

management services for

more than 30 years

• IT Service Mgmt. BU having

supported more than 70

distinct clients

4

OFF

ERIN

GS

CA

PA

BIL

ITIE

S Emtec’s six Oracle practice areas offer focused solutions to help

our clients solve complex business needs using Packaged-Based

applications EPM

Enterprise

Performance

Management

Financial

Management

Human Capital

Management

Fusion Human

Capital

Management

Enterprise

Technology

Oracle Business

Intelligence

• Oracle EPM application

implementations and

upgrades

• Existing application

enhancements and

integration

• Business Process

Design and Review

• Project Management

• Application Support

• Customer Training for

end-users and

Administrators

• Packaged Application

Implementations and

Upgrades


Design and Redesign


• Managed Services


• QA & Testing


Services

• Lab-Based Services

• Upgrade Planning

Assessments


Implementations and

Upgrades


Design and Redesign




• QA & Testing


Services

• Lab-Based Services

• Upgrade Planning

Assessments

• Cloud / SaaS Based

Implementations and

Upgrades

• Center of Excellence


Implementations and

Upgrades


Design and Redesign




• QA & Testing


Services

• Implementation and

Upgrade Services


Development,

Maintenance and

Support



Sizing, Infrastructure,

Hardware Planning,

Installation and Support

• Database Administration

• Application

Administration

• Performance Tuning

• Enterprise Reporting:

Dashboards, Key

Performance

Indications, Reports

• OBIEE Platform

• OBIA

• OLAP Analytics

• Real-Time Analytics

• Ad-Hoc Analysis

• Scorecards

• Proactive Intelligence

Delivery and Alerts

• Mobile BI

Packaged Applications

• Hyperion Planning

and its modules

• HFM (Hyperion

Financial

Management) and its

modules

• Essbase

• FDQM (Financial

Data Quality

Management)

• Data Relationship

Management (DRM)

• Hyperion Reporting

Tools


• PeopleSoft

• EBS

• Fusion

Business Process

• General Ledger

• Procure to Pay

• Credit to Cash

• Asset Management

• Projects & Contracts

• Financial Analysis &

Reporting

• Plan to Procure


• PeopleSoft

• EBS

Business Process

• Hire to Retire

• Payroll Processing

• Workforce

Management

• Talent Management

• Workforce Service

Delivery

• Time & Labor


• Fusion HCM

Business Process

• Hire to Retire

• Global Payroll

• Workforce

Management

• Talent Management

• Workforce Service

Delivery

• Time & Labor

• Benefits


• PeopleSoft

• EBS

• Fusion


• PeopleSoft Financials

and HCM

• EBS Financials and

HCM

• Fusion Financials and

HCM

• SAP Financials

• JD Edwards

Financials

• Siebel

5

From an Emtec perspective, there are four primary service

delivery models for our Clients to consider

Insource

(aka Do it Yourself) Staff Augmentation

Project / Co-Source

(aka Capacity

Services)

Outsource/Managed

Services

Serv

ice

Deli

very

Mo

de

l

Overa

ll

Descri

pti

on

• Internal control to establish

protection of intellectual

property, privacy and enhanced

strategic reaction

• Lower costs, yet maintaining

responsibility for application

support and maintenance

activities

• External cost structures benefits

are rendered while maintaining

suitable control by client.

• All IT

Services/Programs/Projects are

transitioned to external

organization specializing in the

core skill for a project, program

or IT service.

Pri

mary

Ben

efi

ts

• Not applicable

• Assurance that all intellectual

property and privacy is

maintained and ability to

enhance strategic reaction

• Labor Arbitrage (LOW)

• Supply low-cost labor near-shore

or offshore, creating an

extension of internal IT

• Instill resources available for

defined projects and/or to

manage discrete systems (i.e.

Legacy applications) Labor

Arbitrage (MED)

• Program Management Included

• Supplier Process & Methods

• Open resources for strategic

work

• Influence Outcomes

• Joint Accountability

• High labor arbitrage

• YoY efficiency improvements

• Predictable pricing

• Program Reporting & Metrics

• Supplier Process, Metrics &

Tools

• Accountable for Outcomes

• Demand & Service Management

• Integrated delivery Model

Ris

k v

. R

ew

ard

• Full Client Ownership • Client Owned & Directed

• Emtec provides qualified

resources with agreed

timeframes

• Collaboration with client.

• Client owns deliverables and

bears risk

• Emtec responsible for quality of

our scope of work

• Collaboration with client.

• Emtec owns deliverables and

bears risk

• Application and/or System

performance SLAs

Sam

ple

SL

As

• N/A • Quality Resources

• Resource turnaround times

• Delivery Quality

• Quality of Resources


• Milestone and/or Functional

Responsibility

• Application Performance

• Estimation Accuracy

• System Performance

• Delivery Quality

• Quality of Resources


6

PEOPLESOFT UPDATE

PeopleSoft 9.1

8

PeopleSoft 9.2

9

PeopleSoft 9.2

10

PeopleSoft Roadmap

11

Oracle’s Upgrade Themes

• Simplicity

– New interaction and navigation concepts

• Activity Guides, Train Stops, Related Actions, Embedded Help

– Greater user focus on primary daily job function

– Less need for training and help desk inquiry

• Productivity

– New capabilities and functionality

• WorkCenters enabling power users to focus

• Combining transactions, analytics, workflow, and reports

– Feature-rich, flexible, role-based user experience

• Lower Total Cost of Ownership

– Eliminating costly customizations

• Further planned enhancements

• Expanded integrations

12

PeopleSoft 9.2 Upgrade Paths

• Release 9.2

– Direct upgrade path to 9.2

• Financials from 8.9, 9.0 and 9.1

• HCM 9.0 and 9.1 – Not 8.9

– Focus on making PeopleSoft:

• More Intuitive for end users via Activity Guides / Train Stops

• Access to Actionable Information via Pivot Grids

• Increased User Effectiveness with WorkCenters

• Enable your mobile workforce

13

PeopleSoft

Pivot Grid REPORTING

PeopleSoft Pivot Grid

• Overview

– Similar to Pivot Tables in Excel

– Advanced reporting technology that enables users to visually

display data

– Performs operations such as pivoting and filtering

– Uses data sources like PeopleSoft Query

– Can view data in 3 different visualizations:

• Grid only

• Chart only

• Grid and chart

– Chart and grid are synchronized

15

Display Components

• Grid Display Component

– Based on existing PS analytic grid

• Has 3 axes—row, column, and filter

– Enables multilevel display and drag-and-drop operation

• Chart Display Component

– Grid and chart display option

• Pivot Grid uses the result set that was retrieved while populating

the grid for chart display

– Chart only display option

• Users can drill down on the chart by clicking the data points of the

chart to display details

• Drill out option is available as a locator link at the top of the chart.

Clicking the drill out link restores the chart to its earlier state

16

PeopleSoft

Business Intelligence Publisher REPORTING

Business Intelligence (BI) Publisher

18

• Overview

– Also known as XML Publisher

– New reporting platform standardized across all PeopleSoft

applications (i.e. Fusion, Hyperion)

– Reporting solution to manage and deliver reports

– Enables users to view reports online

– Design and create report layout templates with the more

common desktop applications

– Single template can generate reports in many formats (PDF,

RTF, Excel, HTML) and in many languages

– Approach reduces report maintenance, templates, and

translations

– Allows document and template branding

BI Publisher Benefits

• Lower report and form generation development costs

• Eliminate the need to reverse engineer government

forms into Crystal or SQR

• Separation of report data (logic) from report format

• Re-use report data into multiple formats

• Ability for end users to create report layouts from

familiar desktop applications

• Integrated data extracted from PS Query

• Templates can be branded or content can be

modified to fit an organization’s needs

19

BI Publisher Branding Examples

20

BI Publisher Samples

• Management Reports

– Chart with summary

functions and table with

detail records

• Operational reports

– Re-grouping, conditional

highlighting, summary

calculations, running

page totals

• Bill of Lading

– High fidelity, using tables

and barcode fonts

21

PeopleSoft

Connected Query REPORTING

Connected Query

• Connected Query enables you to create a single XML file based on a set of queries with parent-child relationships

• User create a set of linked simple queries to collect data from multiple tables instead of creating a complicated query with multiple equal, outer joins, and grouping conditions

• When two or more SQL statements are linked with left outer join to the same query.

• Connected Query enables you to collect data similar to query performing left outer joins. In contrast to query, Connected Query enables you to link multiple queries to a single parent query.

• As a tool in the process of replacing Crystal reports (that use subreports) with XML Publisher reports.

23

PeopleSoft

Related Content USER EXPERIENCE

Related Content

• Linking application pages with collaborative, analytical, and informational content

– Essentially extra information related to a transaction

– Discussions, Links (intra-portal or external), Tags

• Related Action

– Ties additional actions to transactions

• Modal window – no need to leave transaction page

– Appears as red glyph in designated field

• Related Content Benefits

– Eliminates customizations

– Open Framework

• Customers develop services

– Interactive

– Secure

25

Related Content – HCM examples

26

Related Content – Future Enhancements

• PeopleSoft 9.2 enhancements to Related Content

– Embedded operational metrics

• Order fulfillment effectiveness

• Average time to pick/pack/ship

– Contracts

• Bill Plans

• Revenue Plans

• Contract Terms

– Inventory analytics

• Incorporated anywhere as Related Content

• Related Actions on Pivot Grids in 9.2

27

PeopleSoft

Pagelets USER EXPERIENCE

Pagelet Information

• User-defined independent component on a PS page

• Types of Pagelets – Homepage Pagelets

• 2 or 3 column view on user’s homepage

• Some options – wide and narrow versions of pagelets

– Workspace Pagelets • Used for members of collaborative workspaces

– Virtual team room

– Used for projects

– Template Pagelets • Added to a PeopleSoft template

• Portal template – organization and layout of pagelets on portal – Multiple template Pagelets make up a portal template

• Personalization – Dragging and dropping under Personalize Layout page

– 2 or 3 columns, with as many pagelets as user desires

29

Pagelet Example – Homepage Pagelets

30

Pagelet Example – HCM Pagelets

31

• PeopleSoft 9.2 Pagelet enhancements

– Standard Delivered Pagelets

• My Work

• My Links

• Queries

• Reports & Processes

– Staffing

• Rapid action staffing

– With Related Actions, modal window capability

Pagelets – Future Enhancements

32

PeopleSoft

WorkCenters USER EXPERIENCE

WorkCenter Pages

34

• User portals for specific roles; role-based homepage

– Homepage – User customized

– WorkCenter – pre-built homepage

• Menu in one column, work space in another column

• Streamlined user interface that reduces the need for

navigation

– Increased productivity – centralized daily work organization

• Available as part of PeopleTools

• Built on templates, similar to portal products

• Incorporates Related Content and Pagelets

– Use template or homepage Pagelets

WorkCenter Pages - Benefits

• One location

– Consolidated delivery of actionable info

– Less navigation, fewer open windows

• Interruption mitigation

– All PeopleSoft work saved on one page

– Less work lost upon interruption of a task

– Increased efficiency in switching tasks

• Within and outside of PeopleSoft

• Complete picture view

– View transactions throughout entire process

35

WorkCenter Pages - Samples

36

WorkCenters – Future Enhancements

• PeopleSoft 9.2 WorkCenter enhancements

– Four standard delivered pagelets

• My Work, My Links, Queries, Reports & Processes

– Pre-configured by user roles – Payables

– Billing

– Receivables

– General Ledger

– Supply and Demand

– Staffing

– Contracts

– Grants

– Projects

– Supplier Admin

– SRM Buyer Admin

37

Embedded Help Overview

• Select information icon on group boxes, grids, or scroll areas

• Helps explain how to complete a specific task or transaction

• Message appears in modal window that can be moved

around page

38

PeopleSoft

Approval Framework ENHANCEMENTS

Approval Framework

• Also known as the Approval Workflow Engine (AWE)

• Configurable Workflow

– Setup for approvals, rules and routings maintained online

– Enables Email based approvals

• Enhancements

– Functionality extended to new modules

– Approval through Outlook email – some mobile support

– Configured online, rather than in App Designer

– Approval Monitor – tracks document throughout process

– Setup workflow by Business Units

– Approval at Header or Line level, rather than by accounting field

– User-defined approval hierarchy; dynamic roles list

– Easily configurable Timeout Options

– Ad Hoc reviewers and approvers

40

Example – PS Monitor Email HTML Approval

41

• Financial Transactions

– Requisitions

– Purchase Orders

– Journals

• HCM Transactions

– Absence Management

– Delegation

– Person Profiles

– Job Offer/Opening Process

– Performance Management

– Promotion Transactions

– TL Reported Time / TL Payable Time

Forms and

Approval Builder ENHANCEMENTS

Forms and Approval Builder

• Configurable tool to create forms and specify approval

process to follow

• Eliminates paper and email-based approvals

• PeopleSoft forms are:

– Auditable

– Electronically Approvable

– Immediately Accessible

43

PeopleSoft

Testing Framework ENHANCEMENTS

PeopleSoft Testing Framework

• Overview

– Record and playback tool

– Automates tasks within the PeopleSoft application

– Included in Tools 8.51

– Replicates actions of a single user executing functional

tests against the PeopleSoft application

– Users record manual test procedures and save them

within the framework

– Stored in database as App Designer Objects

– Assists with Change Impact Analysis

45

PTF Benefits and Limitations

• Benefits

– Automates testing to increase efficiency and accuracy

– Ensures coverage of functionality

– Reduces testing time and resources

– Easily migrate test assets between environments

– No additional software costs

• Limitations

– Unable to validate image appearance, position of data and online objects

– Not a load testing tool

– Lacks certain user functions, like drag and drop

– Recognize/validate objects in 3rd party applications

46

• Standalone program that runs on a Windows workstation

• Connects to the PS application database using a secure HTTPS connection through Integration Broker Web Services

• Connects to the PS application that is to be tested through a IE browser session

PTF Architecture

47

PTF Explorer

• Access to PTF Test Assets

–Tests

–Test Cases

–Libraries

–Logs

• Tree Structure

• Used to create/delete tests and folders, copy and move tests, and open test assets

48

PTF Test Editor

• Record and edit test scripts

• Add, copy and delete test steps

• Create and edit test cases

• View both test and test case in a single window

• Debug tests

49

Leverage PTF in your next project

• Identify and plan PTF usage early

–Will take time to migrate scripts to PTF

• Train end-users and development staff on how to

utilize PTF record and playback features

• Focus on key business processes first

• Make sure test cases ready for Unit Testing and

System Testing

–Provides opportunity to “test” testing framework

prior to UAT

50

When to use PTF

• New Implementation projects

• Limited/No existing testing documentation

• Limited functional resources to participate in

testing

• Highly customized environment

• Significant ongoing development projects

• Routinely deploying patches and fixes

• Committed to PS Platform

51

PTF Best Practices

• Consistent Naming Conventions

– Be descriptive by including module, priority, and project name in description

• Record test whenever possible

– Record every testing step to be more accurate than manually constructing through Test Editor

• Clean Up Tests

– Review tests to remove unnecessary steps in process

• Use Process Object Types

– Eliminates need for steps in run processes

• Dynamic Tests

– Reserved words, variables, conditional logic

52

PTF in Action

• Demo

53

Questions?

Documents

PeopleSoft Can Do That? - Emtec Inc · PDF filePeopleSoft Can Do That? November 13, 2013 . ... • Siebel 5 . ... BI Publisher Benefits • Lower report and form generation development