PeopleSoft 9.2 Webinar Series - Part 1 - Upgrade Roadmap and Planning


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PeopleSoft 9.2 Webinar Series - Part 1 - Upgrade Roadmap and Planning

  1. 1. h t t p : / / w w w . b e a s t u t e . c o mPeopleSoft 9.2 UpgradeRoadmap and PlanningPart 1 of a multi-part PeopleSoft 9.2 Webinar SeriesPresented By: Arvind
  2. 2. Arvind Rajan – Speaker Bio2 Astute Business Solutions• Co-Founder and PeopleSoft Practice Lead atAstute Business Solutions• PeopleSoft Solution Architect with 15 years ofexperience in implementing, upgrading andmanaging PeopleSoft applications• Experienced in PeopleSoft HCM, FSCM, CRM,EPM, CS and Portals for Healthcare, HigherEducation, Financial Services, Distribution,Manufacturing, Professional Services and Non-Profit organizations• Recent speaking engagements include OracleOpen World, Quest Midwest, DMUG, NorCalRUG, Collaborate and many others.
  3. 3. Agenda3 Astute Business Solutions• PeopleSoft 9.2 – A significant new release• High Impact Features in 9.2 / Tools 8.53• Don’t Just Upgrade – Transform• Planning Your Upgrade• Q&A – Next Steps
  4. 4. A few housekeeping items4 Astute Business Solutions• Please keep your phones on mute.• Use the Chat feature in WebEx to submit anyquestions you may have during the webinar.• Please address ALL your questions to theModerator who will be one of the participantsin the WebEx.• If you experience any technical difficultiesduring the webinar please send a ChatMessage to the Moderator.• We will try to answer as many questions aswe can during the Q&A portion of this webinar.If we cannot get to all of them in the allottedtime, all we apologize in advance.
  5. 5. PeopleSoft 9.2 – A significant new release5 Astute Business Solutions• IDC Report: PeopleSoft Leaps Forwardwith Impressive 9.2 Release• 10 major Innovations in PeopleSoft 9.2(Oracle PeopleSoft Apps Strategy Blog)like Actionable Analytics, WorkCentersand Dashboards, Navigation with Searchand Related Items• Simpler and Intuitive, Lower TCO• Mobile Solutions for HCM and FSCM 9.2
  6. 6. Oracle’s Long Term View on PeopleSoft6 Astute Business SolutionsPeopleSoft 9.22013 2014 2015 2016 2017 2018 20199.2 Feature PacksPeopleSoft 9.3Ongoing Delivery ofOff-Cycle capabilitiesNOTE: Information shown here is subject to change by OraclePeopleTools Releases &Feature Packs 12-18 monthsMajor ReleasesEvery ~3 YearsPeopleTools 8.53PeopleSoft 9.49.3 Feature Packs 9.3 Feature PacksPeopleTools 8.54PeopleTools 8.55PeopleTools 8.56PeopleTools 8.57PeopleTools 8.58PeopleTools 8.59
  7. 7. What should you expect from 9.2?7 Astute Business Solutions• Secure Enterprise Search with Related Content Actions,Reduced customizations, PeopleSoft Interaction Hub andmore• Delivered mobile solutions for Expenses, Requisitions,Approvals, Company Directory and a standards-basedplatform to extend other parts of PeopleSoft to mobile• Close knowledge and process gaps with activity guides,Higher compliance with US and International regulationslike GAAP, IFRS, SEPAImproved UserExperienceMobilized andIntegrated PlatformsMore business value• User productivity increases, from WorkCenters, Access totimely and faster information through ActionableOperational Analytics, improved PeopleSoft UpdateManager etc.Increasedcost savings
  8. 8. 9.2 FSCM – High Impact Features8 Astute Business SolutionsFunctional Area High Impact Features and EnhancementsGeneral LedgerImproved sub-system reconciliation, Chartfield Request andApproval, Mass GL Journal Approval, KK EnhancementsTreasury and CashManagementIntegration of Global Payroll to Financial Gateway, CashForecasting, SEPA Payment Formats, Approval WorkflowAsset ManagementEnhanced Disposal Worksheet, Enhanced AP and POIntegration to AM, Simplified searching of assetsExpensesNew browser and mobile interfaces, Expense ReportWithdrawal, Expense Report Visual Status DepictionOrder to CashPrice Book, Supply and Demand WorkCenter, OperationalMetrics (Orders on hold past ship date, average time topick/pack/ship)
  9. 9. FSCM 9.2 – AP WorkCenter and Dashboard9 Astute Business SolutionsMy Work – Real-time updates onpending tasks andwork itemsMy Links -Navigate quicklyto frequentlyused linksMy Dashboard –Summary info oninvoice flow withsupportinganalytics
  10. 10. 9.2 HCM and ELM – High Impact Features10 Astute Business SolutionsFunctional Area High Impact Features and EnhancementsAbsence Management Outlook Integration - Logging into PeopleSoft HCM is no more necessary tomanage absence requests, thus can be managed on the go.Benefits 508 Compliance, Life Events Guided Process, Benefit Enrollment StatisticsTalent Managementand CGRedesigned CD with Guided Navigation, new homepage, Pivot Gridanalysis, Flex Hiring and JO processes, JO 360 and Applicant 360Core HR andCompensationEnhanced Smart HR, Head Count Pivot Grids, Enhanced ProfileManagement, Job change in Open Compensation cycle, Pivot Grids foranalysis and comparison of salaries, Compensation HistoryePerformance Configurable, standardized work center, reduced costs, mid-period review,Outlook integration, integration to career and succession planningNA and Global Payroll Faster administration with Global Payroll and Absence Monitor,Departmental Analysis using Pivot Grids, Flexible Monitor Configuration,Enhanced Integration with Financial Gateway, SEPA Compliance,Paycheck Modeling
  11. 11. HCM Example – Recruiting Dashboard11 Astute Business SolutionsMy Job Openings –Role based view forrecruiter in this exampleSearch – Quicksearch on JO’sand Applicants(configurable)My Alerts –Real-timealerts on myjobs andapplicants
  12. 12. Tools 8.53 – High Impact Features12 Astute Business SolutionsTechnical Area High Impact Features and EnhancementsPeopleSoft SearchFrameworkFaster and powerful keyword-based search results at Application level withpre-configured indices, facets and related actions, Component Level keywordsearchLifecycleManagementPeopleSoft Update Manager – Staying current was never so easyData Migration Workbench – manages migration of configuration data withnumerous checks and approvalsPeopleSoft Test Framework – Significantly enhancedSecurityAdministrationSecure by Default initiativeEmbedded Help Configurable page specific help (instructions) to speed up tasks, New OnlineHelp with embedded media and interactivity BPM’sReporting andAnalysisEnhancementsRedesigned Reporting Console and My Reports Pagelet, Chart and PivotGrid enhancementsUser Interface New look and feel, Related Actions/Content, WorkCenters, Dashboards,Activity Guides
  13. 13. Astute Business SolutionsWant more?Additional Resources from Astute BusinessSolutions on PeopleSoft 9.2 New Release Featuresare available at information on PeopleSoft 9.2 is alsoavailable atOracle Blogs – PeopleSoft Technology Blog andPeopleSoft Apps Strategy Blog – PeopleSoft Channel on YouTube -
  14. 14. Astute Business SolutionsDon’t just upgrade -TRANSFORM14
  15. 15. • “Help me cut costs and streamline operations.”• “I need to adapt to changing business conditions.”• “We need to timely access to business information to make better and informed decisions.”• “My business needs to be secure, available and protected.”• “We must achieve stated business results.”• “We need a single global instance to consolidate our international business units.”• “We need an agile system that helps us compete and be responsive to our customers,suppliers and employees”.”• “We must reduce our carbon footprint and move to more online automated processes fromcurrent paper-based ones.”15 Astute Business SolutionsWhat is your business telling you?Address your Business Needs with 9.2
  16. 16. 16 Astute Business SolutionsImprove Period Close with Real timeGL to sub-system reconciliation andCollaborative PortalsPeopleSoft 9.2can Transformyour BusinessControl Data Accuracy and ImproveData Entry Speed via CombinationEditing & SpeedChartsComply and Control – ImplementFinancials Audit FrameworkSecure your enterprise data withPeopleTools EncryptionCollaborate – Withemployees, suppliers, customers, partnersUse 9.2 to provide True Business Value
  17. 17. Strike a Balance (If you can)17 Astute Business Solutions• Balancing business prioritieswith existing projects andsupport:• A common theme acrossmost organizations• Tactical needs overtakestrategic priorities,• Business priorities supersedeoptimization efforts• Lack of resources orknowledge internally todiscover and take advantage ofnew release features that addbusiness value• Upgrade and Transform• Extend and Integrate• Optimize and Tune• Manage IT Spend• Support Existing Apps• Manage Change
  18. 18. • Make recruiting, hiring and onboarding seamless and reach out to right talent with the right message.• Reduce overheads and increase response times by rolling out PeopleSoft self-service and mobileapplications• Use 360 degree view to get full visibility into employee training18 Astute Business SolutionsHCM and ELM –Use 9.2 to Extend and Integrate• Use 9.2 to improve your Financial Control and Reporting Business Processes• Extend Financial Audit Framework to track changes to supplier core dataFinancials• Extend and integrate with suppliers through SRM• Leverage pre-built Operational Analytics/MetricsSupply ChainPortals – Push information to your employees and communities within your organizationin real time. Give them a platform to collaborate and share.
  19. 19. Astute Business SolutionsPeopleSoft 9.2UpgradePlanning andApproach19
  20. 20. Approaching your Transformation20 Astute Business Solutions• Maintenance/Support Fatigue?• Upgrade Nightmares from the past?• Budgetary Challenges?Business Readiness• Is your platform scalable?• Do you need to upgrade hardware/software?• Are you ready to support new tools and technologies?IT Readiness• Do you know what’s coming in 9.2?• Do you have a roadmap to get there?• How can you help business and IT cope with the change?Change Management
  21. 21. A brief guide to navigate the maze of options21 Astute Business Solutions• What are some of the new features in 9.2?• How can your organization benefit?• When should you upgrade?At a glance• 9.2 - What’s been added / deleted / changed?• Would you like to compare 9.2 with 9.1? 9.0? 8.9?• Will 9.2 solve your current problems? How can you find out?• What do you need to do to prep for this upgrade?• What are some dependencies that you should address?In-depth
  22. 22. The Road(map) to Transformation22 Astute Business Solutions• Review current implementation, configurations and code• Review pain points – what’s working and what’s not• Review wish lists – must have, nice to haveBusiness Needs Analysis:The Health Check for to 9.2 is a low-cost, actionable examination of thethree areas critical to any upgrade project:• What can we transform as part of this upgrade?• How do we enable Business and IT to manage this change?• Do we have executive sponsorship?Organizational Analysis:• Infrastructure Upgrade? What’s required?• Code retrofit and migration – what’s involved?• New toolset – Portals, Web Services, Social, Collaboration – what should we look at?Technology Analysis:For details, please visit
  23. 23. Jump Start your Transformation with a 9.2 ReadinessAssessment23 Astute Business Solutions• High-level assessment of current state including technology,process and business needs• Broad-stroke view of upgrade plan, challenges, and risksWHAT?WHY?WHEN?• Jump-start your upgrade planning efforts• Get data points to support the “transform” approach• Do it now – get a head start• Get a summary upgrade roadmap tied to your business goalsand IT initiatives• Get clearly defined next steps to achieve stated goals
  24. 24. Jump right in! Get a 9.2 Sandbox24 Astute Business Solutions• Take it for a test drive and checkout new features• Consult with our experts - we can prototype new release features mappedto your business requirements and showcase them to you• See it in action – we can configure the Sandbox to mimic some of yourprocesses and showcase them to youWe have 9.2 up and running –get your own instance provisioned instantly by Astute today• For details, please visit• Visualize your organization on 9.2 - We can design, prototype, test anddemonstrate new release features as part of your Lab Upgrade and give youaccess to test it onlineConsider a Lab Upgrade – Save time and money and let ourexperts do the heavy lifting for you
  25. 25. Astute Business SolutionsCompany Profile25
  26. 26. Corporate Overview• Oracle Partner – Focused on PeopleSoft,Oracle EBS, OBIEE• Experts and Leaders - in PeopleSoftHCM, FSCM, CRM, EPM, Portals, CampusSolutions and ESA• Clients and Operations in USA, Canada,Middle East and India• Global Delivery ModelWho we are26 Astute Business SolutionsCompetency Overview• Upgrade – Experienced in 8.x and 9.xupgrades, Tools Upgrades• Implementation – New Implementations,Global Rollouts, Multi-currency, Consolidation• Support – 24x7 Application Support –Functional, Technical, Development• Assessments– Security, Upgrade ImpactAnalysis, Health Check, Architecture and Sizing• Process – Process Optimization andPerformance Improvement
  27. 27. 27 Astute Business Solutions• Implement• Upgrade• Maintain• TransformORACLE PartnerIT ServicesPEOPLESOFT Experts FUSION APP Leaders• GRC• Health Checks• Process Optimization• IT RoadmapStrategy Consulting• Healthcare• Higher Education• Professional Services• Financial ServicesIndustries• 90-Day Upgrade• Data Spii• Manager Dashboard• Fast TrackSolutionsEnterprise Solutions• Software Implementations -From Concept to Go-Live• Upgrades and Maintenance –Application Upgrades,Patches/Fixes, ToolsUpgrades, DB Upgrades• Application Outsourcing –Support and MaintenanceDomain Expertise• Human Capital, Financials,Supply Chain, CRM• Governance, Risk andCompliance (Data Privacy)• Business Intelligence –Analytics, Reporting, DataWarehouses• Content Management –Integration and AutomationProducts & Solutions• Fast Track – PeopleSoftUpgrade Impact Analyzer• Data SPII - Data PrivacySolutions for PeopleSoft andOracle• Health Check for Upgrade• Smart Watch ApplicationSupport ServicesI T S E R V I C E S
  28. 28. 28 Astute Business SolutionsHuman CapitalManagement PeopleSoft ExpertiseCRMCampusSolutionsCustomerRelationshipManagementImplement• Configure, Enhance• Extend, IntegrateMaintain• Upgrade• SupportTransform• Process• PerformanceConsult• Analyze• RecommendAugment• Temporary Staffing• Contract to HireFinancial andSupply ChainManagementPortals
  29. 29. Upcoming Webinars on PeopleSoft 9.229 Astute Business SolutionsTopic DatePeopleSoft 9.2 Upgrade – Roadmap andPlanningApril 19th 2013Business Transformation using HCM 9.2May 17th 2013Transformation using FSCM 9.2Jun 14th 20139.2 Accelerated Lab Upgrade and SandboxJun 7th 2013
  30. 30. Q&AAstute Business Solutions
  31. 31. Thank Youh t t p : / / w w w . b e a s t u t e . c o m