PeopleSoft Roadmap

PeopleSoft Roadmap Doug Gray

Master Principal Solution Consultant

PeopleSoft The State of PeopleSoft

• Best-in-Class, Full Suite Enterprise Applications

• Founded in 1987 and Acquired by Oracle in 2005

• 6,000 Customers Worldwide

• High Support Renewal Rate

• Used by the Largest Public and Private Organizations

• Most Widely Deployed HCM Solution on Earth

• Pioneered Move to Web in 2000

• 40,000+ Person Years of Development Experience

Restricted to event use only.

PeopleSoft The Future of PeopleSoft

• Continued Investment and Innovation

• 100’s of Net-New Customers Each Year

• 1,000+ Dedicated Development Resources

• 3,000+ New Features Delivered Since Acquisition

• 27% of Active Customers On/Going to PeopleSoft 9.2

• New, Industry First Continuous Delivery Model

• Modern, Mobile Fluid User Interface

• Robust, Customer Driven Multi-Year Roadmap


PeopleSoft Roadmap Customers and User Groups Drive the Roadmap

Talk to customers, Listen to customers, Work with customers

• CIO Advisory Board

• Customer Surveys

• Customer Care Services

• User Groups

• Customer Advisory Boards

• Fusion Strategy Council

• Customer Events

• Executive Sponsors

Product Quality & Roadmap

Cost & Maintenance

Relationship Management


Investment Strategy Customer Needs Driving PeopleSoft Investments

Customer Need: Robust and Intuitive Modern Solutions

Investment Area: PeopleSoft Fluid User Interface

Customer Need: Non-disruptive Adoption of Change at a Lower Cost

Investment Area: Delivery Model Using PeopleSoft Update Manager


PeopleSoft Works in Your Users’ World Global Search and Related Actions


Process Oriented - Supplier On-Boarding Visually Guided Processes w/ Activity Guides and Train Stops


Slice/Dice Real Time Financial Information with Related Actions


Access to Actionable Information Financial Dashboards

• General Ledger

• Accounts Payable

• Billing Manager

• Accounts Receivable

Restricted to event use only. 9


Access to Actionable Information – Financial Balances Dashboard

• Easy access to Balances & Recon Status

• Visibility into financial balances and activities

• Ability to easily drill-down

• Power of PeopleSoft Trees


Transform the Information Flow Insight at Point of Need - Supplier 360

• Users manage the dashboard layout

• Configurable to include business content needed

Configurable Analysis Framework (CAF)


Transform the Information Flow Supplier Comparative Analysis

Compare Suppliers

Metrics to

Compare


Simplified Productivity PeopleSoft WorkCenters – One Stop Shop for Financial Operations


What you need to DO

Where you need to GO

How you DO IT


Transform the Business Process

• Accounts Payable • Accounts Receivable

• Billing

• General Ledger

• Cash & Treasury

• Asset Management

• Maintenance Mgt.

• Projects/Contracts

• Grants

• Buyer Admin

• Supplier Admin

72% Fewer Clicks Financials 9.2 WorkCenters


Capture

Accounting

Events

Create

Accounting

Rules

Transfer and

Post Audit and

Analyze

SOURCE SYSTEMS SOURCE SYSTEMS

EBS GL PSFT GL JDE GL FUSION GL

Transform the Business Process Fusion Accounting Hub Integration to PeopleSoft General Ledger


• Capture transaction and reference information for accounting treatment

Transfer & Post

Centralized Accounting for External Systems

Create Accounting Rules Capture Accounting Events

• Centralized and configurable rules • Generate detailed accounting entries in Fusion Accounting Hub

External Systems

Fusion Accounting Hub

PeopleSoft General Ledger

Chart of Accounts Synch Accounting Entries Drilldown

Transform the Business Process Fusion Accounting Hub Integration to PeopleSoft General Ledger


Labor Rules and Monitoring

Information Delivery Oracle In-Memory Applications for PeopleSoft Customers

+ =

Real Time Bottom Line

Know More, Profit More

Project Discovery

Discover More, Execute Better Manage Better, Save More


PeopleSoft In-Memory Real Time Bottom Line Capitalize on Business Opportunities & Reduce Risk (9.1 & 9.2)

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


Self-Service Supplier Onboarding Available Today! Plus Planned Enhancements

PeopleSoft Supplier Lifecycle Management Complete Solution for Release 9.2 and Beyond

Supplier Change Requests Available Today! Plus Planned Enhancements

Supplier 360 Degree View Available Today! Plus Planned Enhancements

Supplier Network Partially Available Today!

Plus Planned Enhancements

Comprehensive Supplier Portal Available Today!

Plus Planned Enhancements

Supplier Qualification Mgmt with Diversity Tracking

And Master Service Agreements

One of the most demanded solutions by our customers and prospects Restricted to event use only.

Easier to Adopt and Manage The Need to Change the Legacy Upgrade Cycle and Release Model

Upgrades are needed to deliver new functionality…

…but high costs lead to infrequent upgrades.

New Capabilities Delivered Too Infrequently


9.2

single code line

Enabling Change PeopleSoft Update Manager Allows for Effective Delivery of Changes

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


Easier to Adopt and Manage PeopleSoft Update Manager as a New Deliver 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


What Analysts Are Saying... PeopleSoft Update Manager Feedback

Oracle Confidential – Internal/Restricted/Highly Restricted

Read “PeopleSoft Update Manger Delivers Significant Improvements to the Upgrade Tools and Processes” from Gartner


http://www.gartner.com/technology/reprints.do?id=1-1Y136DH&ct=140723&st=sb

http://www.gartner.com/technology/reprints.do?id=1-1Y136DH&ct=140723&st=sb

High Adoption of PeopleSoft Live PeopleSoft 9.2 Customers


http://www.google.com/url?url=http://www.sec.gov/Archives/edgar/data/898745/000089874513000729/p14creditsuissecoe.htm&rct=j&frm=1&q=&esrc=s&sa=U&ei=1gL9U96JAs-uogSMqoLQCw&ved=0CBYQ9QEwAA&usg=AFQjCNEQcP33Q-YmV7nUGEt27-7-ZI9Lyw

https://www.google.com/url?url=https://www.ratehub.ca/mortgage-blog/2011/07/cibc-home-power-mortgage-heloc/&rct=j&frm=1&q=&esrc=s&sa=U&ei=GwP9U7jSIMn6oQSL_YHQBg&ved=0CBYQ9QEwAA&usg=AFQjCNEGWngRPA88gtiywOzJGoM_-_9SIw

The Transformation of PeopleSoft Then, Now, and Next



User Experience Then PeopleSoft 8.9 (2004)



User Experience Now PeopleSoft 9.2 (2013)



User Experience Next PeopleSoft 9.2 Update Images (2014)

Enabling a Mobile Workforce and More! PeopleSoft Fluid User Interface

• Across Multiple Form Factors

• Native Tablet/Phone Experience

• Platform Independent


PeopleSoft Fluid User Interface Modern, Intuitive Role Based Homepages

• Executives

• Team Managers

• Employees

• Project Managers

• Cash Managers

• Procurement Managers


Planned PeopleSoft Fluid UI Deliverables PeopleSoft Financials 9.2

• Employee Self-Service Homepage • Purchase Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Time Entry • Approvals • Procurement Operations Homepage • Supplier Watch List • Purchase Order Spend • Requisition Cycle Times • Project Manager Homepage • Project Profit Margin View • My Project Team View • Resource Locator • Project Financials • Cash Manager Homepage • Overdrawn Account View • Liquid Position View • Investment and Debt Mix View • Available Balance v. Forecast by

Bank View Restricted to event use only.

Increase Stakeholder Value Centralized Approvals & Notifications

32

One View Across PeopleSoft Simple One Click Access

Actionable

Drill Down for Details


Efficient Compliance with Automated Controls Robust PeopleSoft Controls (sample)

Who Did What When

Financial Transaction Control

Access to Financial Activity

Account Reconciliations

Consistent Chart of Accounts

SOD and Fraud Detection

Financials Audit Trail, Supplier Audit Trail

Configurable Approval Framework

Multiple Security Layers with COA Control

GL to Sub-Ledger Reconciliation

Chart of Accounts Validation for All Feeds

Oracle Governance Risk & Compliance


Ongoing PeopleSoft Financials Investment

Transform the Business Process

Transform the Information Flow

Timely Decision Support with Real Time Data

• Cash Manager Insight

• 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

• PeopleSoft In-Memory Financial Close Analyzer

• Expand In-Memory Financial Position Analyzer

• Expand In-Memory Financial Allocations Analyzer

• Insight into Action – Simulation Analytics

• Side by Side Simulation Compare utilizing PeopleSoft Configurable Analysis Framework

• Financial Operations Insight (AP, AR, BI)

• Invoice Cycle Times

• Payables Time to Discount

• AP Productivity Visibility

• Item Collection Days

• AR Write-Off vs. Collections

• AR Productivity Visibility

• Payables Operations Metrics - FLUID

• Financials on the Go

• Expenses vs. Budget

• Top Departmental Expenses

• Revenue vs. Forecast

• Top Businesses by Revenue

• Profit & Loss for the Period

Ease of Use Reporting for Financials

• Oracle Transaction Business Intelligence

• Insight into Action – Pre-delivered Analysis

• Supplier 360 utilizing PeopleSoft Configurable Analysis Framework

• Customer 360 utilizing PeopleSoft Configurable Analysis Framework

Operational Efficiencies

• Mobile Approvals for Financials

• Financial Close WorkCenter

• Business Onboarding Activity Guide

• Chart of Accounts Request Collaboration

• Bank Reconciliation Expansion

• Supplier Change Requests

• Supplier Enablement expansions in eS

• Comprehensive Supplier Portal

• Automate Expense Amortization

• Payment Request Expansion – Accruals

• Copy Bank Account

• Checks and Credit Cards through Financial Gateway

Extend Self Service to Stakeholders

• Payment Request in Fluid

• eSettlements Supplier Self Service in Fluid

• eBill Payment Customer Self Service in Fluid

• Accounting Request in Fluid

Global Accounting Expansion

• IFRS/US GAAP Convergence for Lease Accounting

• IFRS/US GAAP Convergence for Revenue Recognition

• CNAO2 and Golden Tax Integration for Joint Ventures in China

• Global VAT & Report Changes

34 Non Exhaustive


Increase Stakeholder Value PeopleSoft Fluid Interface

Manage Critical Tasks Anytime, Anywhere

Financials on the Go

Financial Operations Metrics

Self Service Apps

Self Service Transactions


Transform the Information Flow Payables Operations Metrics

VOUCHERS

Vouchers entered Vouchers approval cycle Invoice processing cycle

PAYMENTS Average payment days Late payments Payments by type

EXCEPTIONS Invoices on hold Cancelled payments Vouchers changed after posting Vouchers deleted

TEAM METRICS Counts per team member

SUPPLIERS New suppliers Updated suppliers Suppliers pending approval


Transform the Information Flow Insight for Line & Executive Managers

• Drive employee productivity through easy to use interface

• Support day to day decisions

• Take action



Transform the Information Flow Self Service Requests

Financial Structure

Financial Position

Payment Request

External Facing Solutions


More Than Just Look and Feel The Value of PeopleSoft Fluid User Interface

Mobility and Portability Between Multiple Devices

Intuitive User Experience

Personalizable

Unified User Experience Across Oracle Applications

Transform the Information Flow Improve Stakeholder Value

• Drive employee productivity through easy to use interface

• Support day to day decisions

• Real time access to business data

• Financial Control & Reporting

• Procure-to-Pay

• Treasury

• Credit-to-Cash


Transform the Business Process Financial Period Close

More Efficient Processing

Period Close WorkCenter

Reduce Error Correction/Recon

Manage Period Close Activity

Expanded Visibility

Earlier Decisions for C-Level

New Visualization Tools

Financial Balances

Open/Close Periods

In-Memory Simulation Tools

PeopleSoft In-Memory Financial Close Analyzer

Early Virtual Close


Transforming Information Flow Improves Decision Support PeopleSoft Real Time Bottom Line and the Virtual Close

In-Memory Real-Time Bottom Line

In-Memory Financial Allocations Analyzer

In-Memory Financial Position Analyzer

Efficient Collaboration for Finance to easily manage business scenarios

Graphical & Fast Execution to support large data volumes

Automated Deployment of

C-Level Decisions with full controls

Real Time Comparative Analysis for Finance and Business leads

In-Memory Financial Close Analyzer


Transform the Business Process Reduce Spend in Invoice to Pay

More Efficient Processing

Reduce Manual Efforts

OCR/OFR Imaging

Supplier Collaboration Expansion

Bank Reconciliation Expansion

Expanded Visibility

New Operational Visibility

Operational Metrics

Cohesive Supplier 360 View

Automate Expense Amortization


PeopleSoft Strategy and Update Key Points

•Transformation of PeopleSoft

•New Low Cost Delivery Model

•Continued Investment in PeopleSoft


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

Questions and Answers


Please Complete the Session and Meeting Evaluations

Thank You!

Technology

PeopleSoft Roadmap