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© 2014 Velocity Technology Solutions, Inc.
EXPERIENCE. INNOVATION.
PeopleSoft 9.2 – A Future Roadmap
PeopleSoft 9.2 Webinar Call-in toll-free number 1-877-668-4490 Call-in toll number (US/Canada) 1-408-792-6300 Access code: 682 251 008
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Private / Proprietary –
Not for Disclosure or Distribution Outside of the Recipients of the Velocity PeopleSoft 9.2 webinar held
on Tuesday, September 16th, 2014 without Written Agreement
2
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Agenda
3
• Introduction • Velocity Overview • Why Upgrade? • New PeopleSoft Delivery Model • New Features and Functionality • PeopleTools 8.54 Fluid Interface • Q&A
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 4
Team Introductions – Velocity Technology Solutions
Kephanie Landess VP, Oracle Line of Business 17+ Years in HR Industry
Derek Tomei
Director, Oracle Professional Services
18+ Years of PeopleSoft Experience
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Velocity transforms the way companies use
enterprise software, so organizations move faster,
are more productive, and achieve results
they never before imagined.
Our Purpose
5
PLAY VIDEO
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Background; TITAN GS, A Velocity Company
6
PUNE, INDIA
CHARLOTTE
NASHVILLE
LONDON
Oracle Platinum Partner
Founded in 1998
Three “Global Solutions” businesses
Target Market – Mid Market
Domestic presence, global infrastructure and support with efficient delivery 24 x 365
• Americas
• Europe & Middle East
• Asia Pacific
• India
Global leader in Human Capital Management, Financial, and Performance Management solutions on the Oracle platform
PUNE, INDIA
SINGAPORE
CHARLOTTE
NASHVILLE
LONDON
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
2014
Expand services to all
3 leading enterprise software
suites, extend to Asia
2013
Initiate Epic practice
2012
Launch R&D
2011
Develop application breadth and DR practice
2010
Acquire own operations facilities
2007
Investment into healthcare
2006
Full transition from
Consulting to Managed Services
2003
Founded
$6M
Revenue
22 Customers
70 Employees
5 Customers
11 Employees
75 Customers
90 Employees
150 Customers
176 Employees
228 Customers
229 Employees
250 Customers
240 Employees
300 Customers
371 Employees
350+ Customers
750+ Employees
Background: Velocity
7
A Decade of Growth
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Velocity and TITAN GS Merger
8
Velocity and TITAN GS Merger; Effective Friday, March 28th, 2014
Current combined size: 750 employees, $ 150 million in revenue
Velocity Technology Solutions
Provider of Managed and Cloud Services for ERP
Owned by one of the largest Technology Funds – Silver Lake Sumeru
Strategic Merger with many synergies (Global, Data Center Ownership,
etc.)
TITAN Technology Partners remaining legal entity
Charlotte, NC will remain Global HQ and all global offices will remain
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
About Velocity
Founded in 750 employees
US $150M Revenue
Owned by one of the largest
Technology Funds – Silver Lake
Sumeru
350+ customers
Applications
Managed:
Fusion
Taleo
Oracle EBS
PeopleSoft
Hyperion
JD Edwards E1
JD Edwards World
SAP
Infor / Lawson
Epic Systems
Kronos
Locations in
North America, Europe, Asia
9
Universal Cloud Services
Who We Are Today
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 10
Core Solutions: Comprehensive Services
INFRASTRUCTURE
AND HOSTING
Enterprise Cloud
Hybrid Cloud
Hardware,
OS, Database
and Application
Hosting
Hardware
Maintenance
and Monitoring
Connectivity to
Client MPLS
Security and
Procurement
Timeline
MANAGED
SERVICES
IT Help Desk
Application
Optimization &
Maintenance
Upgrades
Interface
Maintenance
and Support
Tech Support/
Development
Functional
Support
Metadata
Management
Employee
Call Center
(Help Desk)
Reporting
Payroll and
Benefits
Process
Administration
TRAINING
AND CHANGE
MANAGEMENT
Organizational
Readiness
Comprehensive
Training Plan
Project Team
Training
Navigator
PROFESSIONAL
SERVICES
Compass
Implementations
Project Planning
Application
Optimization &
Decustomization
Upgrades
SUBSCRIPTION
SaaS LICENSES
Hyperion
Oracle ERP
SAP ERP
PRODUCTS
Navigator
ReportCenter
MS Dashboard
Velocity is the only company capable of delivering these solutions as a bundle, or individually as our clients’ needs demand.
BPO
Program Management
Oracle Applications
Innovations
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Healthcare &
Pharmaceuticals
Manufacturing
& Distribution
Public Sector
& Not For Profit
Mining &
Construction Retail & Services Media/Tech/Info
Financial Services
& Real Estate
11
Our Customers Are Leaders in Their Fields
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 12
Why Upgrade to PeopleSoft 9.2
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Why Upgrade?
13
PeopleSoft 9.2 Can
Transform Your
Business
Mobile Capabilities
Consumer Oriented Recruiter Experience
Enhanced ESS Experience - eBenefits
Streamlined Maintenance Processes
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Why Upgrade?
14
…modern, intuitive, and simple to use…
…allow customers to stay current at a lower cost.
...make customers more productive...
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Why Upgrade?
15
Avoid Future Cost Associated with the Usual Upgrade Cycle
• Historically new versions were delivered which required large efforts to upgrade
• Bundles and Maintenance used to fix issues and stay current
• New features were added and developed into a new release and then delivered as an upgrade
• Customers had to wait until newer versions were available to take advantage of new enhancements
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Why Upgrade?
16
Accelerate Delivery of New Capabilities Into Your Business
• New PeopleSoft Delivery Model
• Fundamental issue with maintenance & Staying Current
• Historically had to take all the changes in a bundle
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 17
PeopleSoft’s New Delivery Model – Future Roadmap
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
New Delivery Model
18
Allows the delivery of a package of changes and allows the customer the ability to choose which
changes they want based on business need
Drastically reduces the cost to take on new
changes and enhancements
All new enhancements and fixes are put into a
single image
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft 9.2 and Update Manager
19
9.Y
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
Oracle delivers only,
delta maintenance
on the current
release.
Customers must upgrade
to the current release to
gain new capabilities.
9.X
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft 9.2 and Update Manager
20
9.X
single code line
9.Y
pre GA code line
9.X
GA code line
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft 9.2 and Update Manager
21
Deliver Innovative New Capabilities without an Upgrade
You Take Only the Changes They Want Based on What You Have
You Determine When You Adopt Changes
You Can Retain Strategic Customizations
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft 9.2 and Update Manager
22
9.2
single code line
Oracle delivers,
PeopleSoft Update
Images every ~10
weeks containing new
capabilities and
maintenance.
Customer periodically
selects new capabilities
and/or maintenance via
PeopleSoft Update
Images.
Continuously receive new functionality on existing release
You choose what to take and when
Smaller change between releases means more affordable upgrades
IMPACT
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft 9.2 and Update Manager
23
• No more GA releases - 9.2 is the latest release that allows you to take advantage of this
• The goal is to deliver everything on 9.2 and never have a 9.3
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleSoft Update Manager Diagram
24
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 25
9.2 New Features and Functionality
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
26
Global Search Capabilities
• Application, component and enterprise wide
keyword search capability
• PeopleTools feature with capability extended
beyond HCM and ELM
• Additional Search fields in the Job Data
Component
• Delivered as well as configurable search
indexes
• Driven by user security access
• Enterprise wide Related Actions feature
• Transformation Note/Analysis
• Further enhanced feature in 9.2
• Application level (in 9.1) to Enterprise wide (in
9.2)
• Initiate business processes from search results
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
27
Embedded HCM Analytics
• Enabled via Pivot Grids Native to PS
Applications
• Self-service, interactive analytical
grids and charts
• Allow users to slice and filter data
• Embedded within transaction pages
• Transforms a PS Query into an Excel-
like pivot table or chart
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
28
Mobility Solutions
• Delivered HTML5 Solutions
• Mobile Company Directory
• Mobile Approvals
• Mobile Expense
• Planned HTML5 Solutions
• Mobile eProcurement
• Time and Labor
• Absence Management
• Cash Position Management
• HR Self-Service
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
29
Talent Management Integration
• 9.2 Talent Management Applications can co-exist with HCM 9.1 Core Applications
• No need to upgrade to take advantage of new functionality in Talent Mgmt Apps
• Less disruption to the business
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
30
Performance Management WorkCenter
• Steps and tasks are outlined
• Current progress is easy to view
• All comments are integrated and
viewable in one place
• Sections of the document are
easy to identify and access
• Mid-year progress and reviews
integrated into the existing
process
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
31
Paycheck Modeler
• Allows What-if type calculations
• Earnings, Deductions and Taxes can be changed
• Configurable to only allow specified changes
• Produces sample check (with Watermark)
• Related actions to self-service
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
32
Life Events
• Must be using eBenefits/Benefits
Administration
• Redesigned using Activity Guides
• Configurable design
• 4 templates delivered (Marriage,
Birth, Adoption, Divorce)
• Can upload documents
• 4 templates delivered (Marriage, Birth, Adoption, Divorce)
• Can Review/Print Summary of Benefit Elections
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
33
Candidate Gateway experience
• Optional Welcome page for
branding
• Activity Guide navigation
• Configurable Steps (by Job)
• Terms/Conditions presented
at the beginning
• Clearly defined Save/Submit
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
34
Recruiting Dashboard
• For Recruiters, Recruiting Managers, and Hiring Managers
• More streamlined user experience
• Reduce the number of clicks to perform job by 50%
• Can drill-down to transaction, then return to dashboard
• Graphic views of performance measures
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
35
Global Payroll Processing Monitor
• Single access point for
processing statistics
• Set thresholds to trigger visual
alerts
• Drill down to paygroup/calendar
results
• Example of Embedded Analytics
• Related actions like Calendar
Results, Payee Status, Payee
Messages, etc.
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
36
Absence Management Outlook Integration
• Initiate Absence Requests
directly from Outlook Calendar
• Can also manage requests and
monitor approve from Outlook
• Uses single sign-on for
authentication
• All PeopleSoft configuration and
edits are applied
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
37
Reconfigured Time Reporting
• Configurable view of all relevant
time data on the Timesheet
• Real-time validation and rules
• Allow users to identify input
errors and make immediate
correction
• Generate up-to-date payable
time
• Restrict Time Reporting Codes
for time entry on the Timesheet
• Configurable legal statement to
display at Timesheet submit
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 38
PeopleTools 8.54 – Mobile UI
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleTools 8.54 – New Features
39
• New Fluid User Interface - Next evolutionary step for PeopleSoft’s UI
- A user interface that can scale from PC’s to tablets to smartphones
- Responsive and fluid page generation
- New mode for page generation
- Definitions declared through Application Designer
- Extensive use of CSS
- Tiled homepage
- Navigation BarMobile Capabilities
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 40
PeopleTools 8.54 – Tiled Homepage
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleTools 8.54 – Navigation Bar
41
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleTools 8.54 – Tablet
42
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleTools 8.54 – Smartphone
43
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
PeopleTools 8.54 - Technology
44
• HTML5
• CSS
• Javascript
EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Questions
For Additional Questions or Inquiries, please email your questions to [email protected]