PeopleSoft Financials 9.2 Through Image 11 12 ECRUG 2015 › 2017 › 11 › 17909... · Only Today’s PeopleSoft Delivers Modern Solutions Built on a Strong Foundation 6 Proven

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Financials 9.2 Through Image 11 12 ECRUG 2015

Fred Muise Master Principal Sales Consultant Solution Consulting, Public Sector, Canada June 23, 2015

Restricted to event use only.

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2


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 Oracle’s products remains at the sole discretion of Oracle.

3 Restricted to event use only.


The Most Successful Organizations Execute on Their Goals

Effectively Execute in the Face of Complexity

Easily Adapt to a Changing Workforce

Make Informed Decisions

Lower Costs by Doing More With Less

Minimize Disruptions to Your Organization



But How to Execute on Your Goals? Make Things…

Intuitive Powerful Easy

…by Building on a Strong Foundation



Only Today’s PeopleSoft Delivers Modern Solutions Built on a Strong Foundation

6

Proven and Reliable

Functionally Complete

Compliance Enabled

Flexible

Intuitive Powerful Easy



Today’s PeopleSoft Continued Investments Are Making Today’s PeopleSoft...

7

Intuitive

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

Powerful

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

Easy

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


Easily Adapt to a Changing Workforce An Intuitive and Simple Use Experience for Today’s Workforce

8

• Greater user satisfaction

• Higher adoption

• Low training costs

• Meets consumer internet expectations



Easily Adapt to a Changing Workforce Work Anywhere, Anytime with PeopleSoft Mobility

9

• Single, secure application optimized for all form factors

• Works on mobile device regardless of operating system

• No need for separate applications for mobile and desktop



Easily Adapt to a Changing Workforce Manage Critical Tasks Anywhere, Anytime

• Approvals

• Requisitions

• Expenses

• Cash Management

• Procurement Operations

• Project Management



Easily Adapt to a Changing Workforce Powerful Yet Simple Approvals

• See what is in queue

• Take immediate action

• Unify requests

• Mass-approve when applicable

• Approve by email



Easily Adapt to a Changing Workforce Actionable Alerts, Notifications, and Approvals

• Unified across PeopleSoft

• Simple 1-click access

• Actionable

• Drill down for details


Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Fluid – A Dramatically Better User Experience Adaptive User Interfaces: Employee Self-Service

• Optimized for Nearly Any Mobile Device

• Platform Independent

• Browser Based

• Eliminate Support for Device Installations

Oracle Confidential – Restricted


Effectively Execute in the Face of Complexity Easily Find and Act On What You Need with Global Search and Related Actions



Easily Adapt to a Changing Workforce Easily Find and Act On What You Need with Global Search and Related Actions


Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 16 Restricted to event use only.

Easily Adapt to a Changing Workforce Procurement Operations Homepage

• Proactively manage Procurement related exceptions

• Act based on alerts and notifications

• Monitor supplier performance via a Supplier Watch List

• Mobile enabled for tablets and smart phones

• Operational and management level metrics

• Personalizable control of monitored events and metrics


Easily Adapt to a Changing Workforce Expense Reporting Anywhere, Anytime



• Simplified travel authorization

• Targets larger projected spend items

• Optimized for use on tablets or smart phones

• Variance tracking on expense report

Easily Adapt to a Changing Workforce Travel Authorization Approval Before Booking Trip



Effectively Execute in the Face of Complexity Enable Your Suppliers with Powerful, Visual Guided Processes

• Train-stop process flow for supplier registration

• Supplier self service for entering registration information

• Configurable process flow to meet your unique needs



Effectively Execute in the Face of Complexity Enable Your Employees with Powerful, Intuitive User Experiences

• Simplified requisitioning

• Consumer internet experience

• Powerful search

• Control level of details



Effectively Execute in the Face of Complexity Enable Your Employees with Powerful, Visual Guided Processes



Make Informed Decisions Information Delivery Through Embedded, Actionable Analytics

• Embedded

• Real-time

• Multi-dimensional

• Detailed drill down

• Linked actionable transactions



Make Informed Decisions Over 50 Embedded, Actionable Analytics Delivered in PeopleSoft ERP

• Voucher Status • Liability Exposure by Supplier • Bills by Status • Recent Customer Invoices • Invoice Analysis by Month • Incomplete Invoice Process • Contracts Billing Analysis • Billing Events Status • Contract Metrics • Revenue Events Status • Transactions Priced Not Billed • Account Balance Status • Account Rollup Balances • Near Term Branch Agenda • Overdue Branch Agenda • Ledger Balances Analysis • Account Reconciliation • Funding Amount by Award Type • Project Amount By Department • Inventory Order Demand

• Par Location MSRs • Par POs and Requisitions • Purchase Orders Not Received • Open Component Demand • Expected Production Supply • Sales Order Bookings • Purchase Order Amount Received • Customer Bookings • Product Categories • Federal Supplier Reporting • Supplier Registration Status • Project Budget v. Actual • Closed Projects with Assets • Project Financial Summary • My Projects Transactions • Overdue PO Schedules • PO Spend Analysis • Child Work Order Cost



Make Informed Decisions Intelligent Collections of Analytics within Dashboards

• General Ledger Dashboard

• Accounts Payable Dashboard

• Billing Manager Dashboard

• Supply and Demand Dashboard



Minimize Disruptions to Your Organization Complete Supplier Lifecycle Management

Self-Service Supplier Onboarding

Supplier Change Requests

Supplier 360

Supplier Network

Supplier Portal

Supplier Qualification



Make Informed Decisions Insight at the Point of Need through the Supplier 360



Make Informed Decisions Right Information, Right Person, Right Time

Configurable Analysis Framework

• Drag and Drop pagelets for individualized selection

• Saved views for personal use or sharing with public

• Include business content specific to the organization

• Holistic view of any dataset



Minimize Disruptions to Your Organization Enable Your Suppliers with Easy Access to What They Need via the Supplier Portal



• General Ledger • Accounts Payable • Accounts Receivable • Billing • Contracts • Staffing • Grants • Projects • Buyer • Supplier Administration • Supply/Demand Management • Cash and Treasury* • Asset Management* • Maintenance Management*

Lower Costs by Doing More With Less Increase Productivity and Efficiency via WorkCenters



Lower Costs by Doing More With Less Improve Operational Efficiency with Billing Mass Change



Make Informed Decisions Incredible Decision Support from PeopleSoft Real Time Bottom Line

• Easily manage various business scenarios with efficient collaboration

• Graphical display of results for intelligent decision making

• High performance in processing large data volumes

• Automated implementation of desired scenarios with full controls

• Real-time comparative analysis of multiple ‘what-if’ scenarios

In-Memory Real-Time Bottom Line

In-Memory Financial Position Analyzer

In-Memory Financial Allocations Analyzer

In-Memory Financial Close Analyzer

In-Memory Average Daily Balances



Make Informed Decisions Capitalize on Opportunities and Reduce Risk via PeopleSoft Real Time Bottom Line

• Assess the effect of material transactions

• Model the impact of business rule changes

• Support for real time financial position

• Execute on decisions to manage the organization


Effectively Execute in the Face of Complexity Business Process Orchestration using Business Weaver

• Orchestrate your optimal business process flow

• Define dependencies between process steps

• Visualize the complete business process flow

• Extensible to include your custom processes steps and components



Effectively Execute in the Face of Complexity Business Process Orchestration using Business Weaver (Credit-to-Cash)



Minimize Disruptions to Your Organization Global Presence, Global Capabilities

Global Presence

• Localized for 24 Countries

• Supports 18 Languages

• Customers in 54 Countries



Minimize Disruptions to Your Organization Accelerated Time to Value with PeopleSoft Selective Adoption

Get New Features without having to Upgrade

Take Only the New Features You Want, When You Want

Delivery of New Features 2 – 3 Times a Year

Maintenance Changes Automatically Included



Continued Investment PeopleSoft Roadmap



PeopleSoft Roadmap

Continued Investment

2013 2014 2015 2016 2017

PeopleSoft 9.2

38

2018 2019 2021 2022 2020

• Planned Delivery of New Applications Features 2 – 3 Times a Year

• Planned Delivery of New PeopleTools Releases Every 12 – 18 Months

New Features


New PeopleTools Release PeopleTools 8.54 Learn more at PeopleSoft Planned Features and Enhancements on My Oracle Support [login required]

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45


Easily Adapt to a Changing Workforce Credit to Cash Homepage

• More efficient financial processing

• Eliminate manual tasks

• Mobile enabled

• Provides operational and management level metrics

• Greater accountability for results

• Performance measured against targets


Lower Costs by Doing More With Less Simplify Financial Requests

Restricted to event use only. 40

Delivered

• Payment Request

Planned

• Financial Structure Change

• Financial Position Change

• External Facing Solutions


Easily Adapt to a Changing Workforce Mobile Enabled Payables Operations Analytics

• Vouchers

• Payments

• Exception

• Suppliers

• Team Performance Metrics


Make Informed Decisions Additional Analytics for Payables Operations


Make Informed Decisions Insight at Point of Need using Oracle Transactional Business Intelligence

Enables

• Drive higher productivity

• Easy to use

• Real time access to data

• Supports day to day decision making

Scope

• Financial Control and Reporting

• Procure-to-Pay

• Treasury

• Credit-to-Cash


Lower Costs by Doing More With Less Manage the Period Close Through the Close WorkCenter

• Move sub-ledger activity

• Manage open periods

• Suspense account reconciliation

• Open item reconciliation


Lower Costs by Doing More With Less Imaging Capture and Processing from Receipt to Payment using WebCenter

Capture Scan, Read (OCR) & Import Invoices

• Decrease processing time and costs

• Increase productivity

• Strengthen visibility and controls

• Take advantage of supplier discounts

Extract and Index Header and Line Data

Store and Access Content Repository

Integration Invoices and Data Integration with PeopleSoft


PeopleSoft Roadmap Ongoing PeopleSoft ERP Investments

Powerful

Intuitive

Easy

Operational Efficiencies

• Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation)

• Business Onboarding Activity Guide

• Chart of Accounts Request Collaboration

• Automate Expense Amortization

• Bank Reconciliation Expansion

• Open Period Maintenance

Expanded Mobility

• Credit to Cash Homepage

• Supplier Self Service in eSettlements

• Customer Self Service in eBill Payment

• Receiving

• Inventory Management

Expanded Guided Financial Requests

Greater Visibility

• Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework

• Financial Balances Hierarchy

Expansion of Mobile Approvals

Greater Supplier Lifecycle Management

• Supplier Collaboration Expansion

• Supplier Change Requests

• Supplier Portal Enhancements

• Supplier Qualification Management

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

Simulate Financial Position

• In-Memory Financial Close Analyzer

• In-Memory Average Daily Balances

• Expansion of In-Memory Financial Position Analyzer and Financial Allocations Analyzer

• Side by Side Simulation Compare

• Actionable Simulation Analytics

Imaging Capture and Processing using WebCenter

Additional Analytics

• Expenses vs. Budget

• Top Departmental Expenses

• Revenue vs. Forecast

• Top Businesses by Revenue

• Profit and Loss for the Period

• Invoice Cycle Times

• Payables Time to Discount

• AP and AR Productivity Visibility

• Item Collection Days

• AR Write-Off vs. Collections

• Strategic Sourcing Metrics

Oracle Transaction Business Intelligence

• Actionable Insights

• Pre-delivered Analytics

Expansion of Global Accounting Capabilities

• CNAO2 and Golden Tax Integration for Joint Ventures in China

• VAT Withholding Updates

Non Exhaustive



Questions and Answers



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

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 49

Documents

PeopleSoft Financials 9.2 Through Image 11 12 ECRUG 2015 › 2017 › 11 › 17909... · Only Today’s PeopleSoft Delivers Modern Solutions Built on a Strong Foundation 6 Proven