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9.2 - What's There If I'm Not On It? What Am I
Missing If I Am On It?
Oracle HCM Cloud & PeopleSoft Cedar Day 2017
Wednesday, 7th June 2017
Sarah Hurley and Ranju Gawande, Cedar Consulting
We regularly see
 clients not on 9.2
 clients who carried out a technical upgrade
 clients who have not moved to a later image
So we put this session together to remind you of what is in 9.2, to help
 those of you on 9.1 to build your 9.2 business case
 those of you on 9.2 to get the value from you upgrade investment
Who is this session for?
13/06/2017 2
We regularly see
 clients not on 9.2
 clients who carried out a technical upgrade
 clients who have not moved to a later image
So we put this session together to remind you of what is in 9.2, to help
 those on 9.1 to build the 9.2 business case
 those on 9.2 to get the value from the upgrade investment
Having now completed 18 9.2 upgrades…
With the wealth of experience from so many clients…
We are going to share our top functional enhancements in 9.2,
the ones we think you shouldn’t have to live without…
Who is this session for?
13/06/2017 3
Agenda
 How do I get new functionality after 9.2?
 New Functionality Faster…
 Modern User Experience – Fluid
 Finance Functional Demonstrations
 HR Functional Demonstrations
 Business Benefits – an argument for exploiting 9.2 functionality
 Q&A
13/06/2017 4
How do I get new functionality after 9.2?
 From 9.2, Oracle moved to a continuous delivery model, called Selective
Adoption
 Fixes and new functionality are delivered in Images via PeopleSoft
Updated Manager
 Images are released every 10 – 12 weeks
13/06/2017 5
Cedar Consulting Image Insight doc
New Functionality Faster…
13/06/2017 6
HCM/ELM
ERP
Modern User Experience - Fluid
 Fluid is the default UI in 9.2
 It makes PeopleSoft mobile
 Responsive interface - one component works on a PC, tablet or phone
 It resizes automatically and reacts intuitively based on the technology
 With each Image release, more and more vanilla pages are delivered
Fluid ready
 Classic pages will only remain in support for 2 years after GA of a Fluid
equivalent
13/06/2017 7
Finance Functional Demonstrations
 Finance Fluid homepage
 Fluid Expenses
 Fluid Approvals
 Fluid eProcurement
 WorkCenters
13/06/2017 8
Finance Fluid Homepage
13/06/2017 9
Fluid Expenses on a Mobile Device
13/06/2017 10
Fluid Approvals on a Mobile Device
13/06/2017 11
Fluid eProcurement on a Mobile Device
13/06/2017 12
WorkCenters – GL Example
13/06/2017 13
 Below is a list of the 21 delivered Finance WorkCenters:
WorkCenters – Delivered to date…
13/06/2017 14
 Assets WorkCenter
 Accounts Payable WorkCenter
 Receivable WorkCenter
 Billing WorkCenter
 Buyer WorkCenter
 Contracts WorkCenter
 Treasury WorkCenter
 Contract/Sourcing WorkCenter
 Cost Reconciliation WorkCenter
 Expenses WorkCenter
 Staffing WorkCenter
 General Ledger WorkCenter
 Grants WorkCenter
 Pricing WorkCenter
 Projects WorkCenter
 Resource WorkCenter
 Real-time Bottom Line Solutions
 Supplier Homepage
 Supplier Administration Center
 Supply/Demand WorkCenter
 Maintenance Management
WorkCenter
HR Functional Demonstrations
 Fluid Homepages for key role users
 Manager Self Service
 Guided self service
 Simplified analytics
 Employee Snapshot
 Company Directory
13/06/2017 15
Fluid Employee Self-Service
13/06/2017 16
Fluid Manager Self-Service
13/06/2017 17
Guided Self-Service
13/06/2017 18
Related Content and Related Actions
13/06/2017 19
Simplified Analytics
13/06/2017 20
Employee Snapshot
13/06/2017 21
Company Directory
13/06/2017 22
Business Benefits – Manager Guided Self Service
 Retired existing custom built classic component, workflow and approvals. Already vanilla
Fluid delivered
 Fluid’s GSS transactions are extremely intuitive for managers, HR admin and production
support teams alike
 Built for mobile devices. No additional development required
 Workflow and Fluid Approvals already developed and configurable
 GSS scales to meet client specific requirements. Two new GSS transactions – Request Hours
Change and Request Department Change delivered with minimal development
 Low impact on future PUM updates
 Reduced production support and maintenance costs
 Allows client to adopt new GSS transactions as they become available with minimal effort
13/06/2017 23
Guided Self-Service – Transactions
 The following transactions are delivered to date:
13/06/2017 24
 Change Full / Part Time or Hours
 Clone Position
 Demote Employee
 Promote Employee
 Request Ad Hoc Salary Change
 Request Location Change
 Request Leave of Absence (used for
unpaid leaves of absence)
 Request Paid Leave of Absence
 Request Reporting Change
 Retire Employee
 Terminate Employee
 Transfer Employee
Business Benefits - Fluid
 Enables a workforce that is mobile
 Leverages delivered Oracle pages
 Helps ensure continued application support
 Intuitive pages and navigation reduce training effort
 Freshens interface look and feel
13/06/2017 25
Top 5 benefits of going to 9.2
 Lower cost of ownership
 Increased user effectiveness
 PeopleSoft Update Manager (PUM)
 Simple Analytics
 PeopleSoft in the Cloud
13/06/2017 26
Q&A
13/06/2017 27
Sarah Hurley and Ranju Gawande
sarah.hurley@cedarconsulting.co.uk or
ranju.gawande@cedarconsulting.co.uk

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4. Sarah Hurley & Ranju Gawande - 9.2 What is There If I Am Not On It

  • 1. 9.2 - What's There If I'm Not On It? What Am I Missing If I Am On It? Oracle HCM Cloud & PeopleSoft Cedar Day 2017 Wednesday, 7th June 2017 Sarah Hurley and Ranju Gawande, Cedar Consulting
  • 2. We regularly see  clients not on 9.2  clients who carried out a technical upgrade  clients who have not moved to a later image So we put this session together to remind you of what is in 9.2, to help  those of you on 9.1 to build your 9.2 business case  those of you on 9.2 to get the value from you upgrade investment Who is this session for? 13/06/2017 2
  • 3. We regularly see  clients not on 9.2  clients who carried out a technical upgrade  clients who have not moved to a later image So we put this session together to remind you of what is in 9.2, to help  those on 9.1 to build the 9.2 business case  those on 9.2 to get the value from the upgrade investment Having now completed 18 9.2 upgrades… With the wealth of experience from so many clients… We are going to share our top functional enhancements in 9.2, the ones we think you shouldn’t have to live without… Who is this session for? 13/06/2017 3
  • 4. Agenda  How do I get new functionality after 9.2?  New Functionality Faster…  Modern User Experience – Fluid  Finance Functional Demonstrations  HR Functional Demonstrations  Business Benefits – an argument for exploiting 9.2 functionality  Q&A 13/06/2017 4
  • 5. How do I get new functionality after 9.2?  From 9.2, Oracle moved to a continuous delivery model, called Selective Adoption  Fixes and new functionality are delivered in Images via PeopleSoft Updated Manager  Images are released every 10 – 12 weeks 13/06/2017 5 Cedar Consulting Image Insight doc
  • 7. Modern User Experience - Fluid  Fluid is the default UI in 9.2  It makes PeopleSoft mobile  Responsive interface - one component works on a PC, tablet or phone  It resizes automatically and reacts intuitively based on the technology  With each Image release, more and more vanilla pages are delivered Fluid ready  Classic pages will only remain in support for 2 years after GA of a Fluid equivalent 13/06/2017 7
  • 8. Finance Functional Demonstrations  Finance Fluid homepage  Fluid Expenses  Fluid Approvals  Fluid eProcurement  WorkCenters 13/06/2017 8
  • 10. Fluid Expenses on a Mobile Device 13/06/2017 10
  • 11. Fluid Approvals on a Mobile Device 13/06/2017 11
  • 12. Fluid eProcurement on a Mobile Device 13/06/2017 12
  • 13. WorkCenters – GL Example 13/06/2017 13
  • 14.  Below is a list of the 21 delivered Finance WorkCenters: WorkCenters – Delivered to date… 13/06/2017 14  Assets WorkCenter  Accounts Payable WorkCenter  Receivable WorkCenter  Billing WorkCenter  Buyer WorkCenter  Contracts WorkCenter  Treasury WorkCenter  Contract/Sourcing WorkCenter  Cost Reconciliation WorkCenter  Expenses WorkCenter  Staffing WorkCenter  General Ledger WorkCenter  Grants WorkCenter  Pricing WorkCenter  Projects WorkCenter  Resource WorkCenter  Real-time Bottom Line Solutions  Supplier Homepage  Supplier Administration Center  Supply/Demand WorkCenter  Maintenance Management WorkCenter
  • 15. HR Functional Demonstrations  Fluid Homepages for key role users  Manager Self Service  Guided self service  Simplified analytics  Employee Snapshot  Company Directory 13/06/2017 15
  • 19. Related Content and Related Actions 13/06/2017 19
  • 23. Business Benefits – Manager Guided Self Service  Retired existing custom built classic component, workflow and approvals. Already vanilla Fluid delivered  Fluid’s GSS transactions are extremely intuitive for managers, HR admin and production support teams alike  Built for mobile devices. No additional development required  Workflow and Fluid Approvals already developed and configurable  GSS scales to meet client specific requirements. Two new GSS transactions – Request Hours Change and Request Department Change delivered with minimal development  Low impact on future PUM updates  Reduced production support and maintenance costs  Allows client to adopt new GSS transactions as they become available with minimal effort 13/06/2017 23
  • 24. Guided Self-Service – Transactions  The following transactions are delivered to date: 13/06/2017 24  Change Full / Part Time or Hours  Clone Position  Demote Employee  Promote Employee  Request Ad Hoc Salary Change  Request Location Change  Request Leave of Absence (used for unpaid leaves of absence)  Request Paid Leave of Absence  Request Reporting Change  Retire Employee  Terminate Employee  Transfer Employee
  • 25. Business Benefits - Fluid  Enables a workforce that is mobile  Leverages delivered Oracle pages  Helps ensure continued application support  Intuitive pages and navigation reduce training effort  Freshens interface look and feel 13/06/2017 25
  • 26. Top 5 benefits of going to 9.2  Lower cost of ownership  Increased user effectiveness  PeopleSoft Update Manager (PUM)  Simple Analytics  PeopleSoft in the Cloud 13/06/2017 26
  • 28. Sarah Hurley and Ranju Gawande sarah.hurley@cedarconsulting.co.uk or ranju.gawande@cedarconsulting.co.uk