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Session ID: Prepared by: Remember to complete your evaluation for this session within the app! 101890 Successful Rollout of Fluid, Mobile Security, and Elastic Search PeopleSoft Deployment for Hackensack Meridian Health April 11, 2019 Randall Johnson Vice President, Sales & Delivery SpearMC Consulting

Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

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Page 1: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Session ID:

Prepared by:

Remember to complete your evaluation for this session within the app!

101890

Successful Rollout of Fluid, Mobile

Security, and Elastic Search

PeopleSoft Deployment for

Hackensack Meridian Health

April 11, 2019

Randall Johnson

Vice President, Sales & Delivery

SpearMC Consulting

Page 2: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Agenda

• Introductions

– Hackensack Meridian Health

– SpearMC

– Appsian

• Fluid Migration

– Why now?

– Change Management

– Lessons Learned

• Mobile Security

– Keeping Up with User Demands

– Accessing PeopleSoft Remotely

– PeopleSoft From any Device

– Two Factor Authentication via DUO

– Security Enabled through Appsian

• Elastic Search Deployment

– Do I need this? When is it required?

– Better than SES

Page 3: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Your Presenter

Randall Johnson Vice President, Sales & Delivery

[email protected]

• Hometown: Chicago, IL

• My roles: Build Highly Effective Project Teams; Educate Clients; Manage

Engagements

• My focus: PeopleSoft Financials Modernization

Page 4: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

About SpearMC

Founded in 2004, SpearMC specializes in:

PeopleSoft FSCM, HCM, SCM, ELM, Grants Management

PeopleSoft Hosting on Oracle Cloud Infrastructure

Hyperion EPM and PBCS

PeopleSoft and Tools Training

PeopleSoft Testing as a Service

PeopleSoft & Hyperion Sales

PTF and Test Automation

OBIEE Business Intelligence

PeopleSoft Managed Services

Page 5: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

About SpearMC

5

Page 6: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

About Hackensack Meridian Health

Hackensack Meridian Health (HMH) is a leading not-for-profit health care organization that is truly the most integrated health care network in New Jersey. Our mission is to is to transform health care and be recognized as the leader of positive change. This transformation isn’t just about providing better care to our patients – it’s about creating a better place to work for our team members. Goals established for 2018:

Enable Open Enrollment for HMH team members on PeopleSoft HCM

Enable Leader Self Service in the PeopleSoft Fluid UI

Enable Employee Self Service in the PeopleSoft Fluid UI

Enable PeopleSoft Fluid UI for Leader Self Service and Employee Self Service via the Internet.

Provide secure access to PeopleSoft remotely for all team members to Open Enrollment, Employee Self Service (HR, Benefits and Payroll)

Provide secure access to PeopleSoft remotely for Leader Self Service (HR and Payroll)

PTF and Test Automation

Implement of Elasticsearch to replace SES on PeopleSoft HCM

Page 7: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

About Hackensack Meridian Health

HMH has earned multiple Innovator Awards in the past 2 years of their PeopleSoft Optimization Journey

Page 8: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Contextual Access Control

Transaction-Level Data Security

User Behavior Analytics

■ Transforms, Modernizes, Secures PeopleSoft

◻ User Experience Optimization

◻ Contextual Data Security

■ 200+ customers globally

■ Member – Oracle Gold Partner

About Appsian (Formerly GreyHeller)

Page 9: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration

Page 10: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration

Why now?

• Users wanted modernization for PeopleSoft

• Technical team wanted a standard platform for look and feel

• Remote access demands were ever increasing

• Ability to fully utilize workflow across multiple channels

• Desire to move to a paperless operation

Page 11: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration

Change Management

• Focus on Core User Groups for Dashboard Design

– Executive Leadership

– Employee Self Service

– External / Guest Access

• Breadcrumbs are Gone – Get Over It

– Direct Link Tiles are the way to go

– Navigation Collections are a great feature too

– Customized Nav Bar Tiles work just fine

Page 12: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration: A Few Screenshots

Page 13: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration: A Few Screenshots

Page 14: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration: A Few Screenshots

Page 15: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Fluid Migration

Lessons Learned

• Be a ‘benevolent dictator’

• Educate your employees

• Highlight enterprise benefits

• Give employees a voice on design

• Embrace Tiles, Nav Collections,

and Nav Bar

Page 16: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access

Page 17: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access

The Problem

• Increased demand from user community for remote access

• HMH growth is fueling need for:

– Standardization

– Simplification

– Accessing Remotely

– Simple requirement: “Quick access from my phone”

– Rephrased – Access from Anywhere on Any Device at Any Time

• Needed to provide mobile access, without compromising on security controls

Page 18: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access

The Solution

• Standardization onto the Fluid User Interface (shown previously)

• Deployment of DUO Two-Factor Authentication

• Implementation of Appsian’s Application Security Platform

The Results

• Prototype installed and functioning within 1 week

• Within 1 month, deployed Leader Self Service and Employee Self Service

• Received PeopleSoft Innovator Award at OpenWorld 2018!

Page 19: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access – A Few Screenshots

Page 20: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access – A Few Screenshots

Page 21: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Mobile Access – A Few Screenshots

Page 22: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Elastic Search

Page 23: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

ElasticSearch

The Problem

• Deployment of SES was a nightmare

• SES has been deprecated

• Wanted a search similar to Verity

• Ultimately, wanted a ‘Google-Search’ experience

Page 24: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

ElasticSearch

The Solution

• Followed recommendation by Oracle to deploy ElasticSearch

• Deployment of ElasticSearch in conjunction of HCM upgrade

• Full deployment ‘crawl’

The Results

• Finalized deployment with application packages in less than 8 hours

• Better Than SES!

• Enriched search for navigation and attachment results

Page 25: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

ElasticSearch – A Few Screenshots

Page 26: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

ElasticSearch – A Few Screenshots

Page 27: Successful Rollout of Fluid, Mobile Security, and Elastic ... · Elastic Search . ElasticSearch The Problem • Deployment of SES was a nightmare • SES has been deprecated • Wanted

Session ID:

Remember to complete your evaluation for this session within the app!

101890

Randall Johnson – SpearMC

[email protected]