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Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | 1
PeopleSoft Keynote
PeopleSoft Investment Strategy and
Roadmap
Marc Weintraub
Senior Director, Product Strategy
PeopleSoft
Mar 2016
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
2Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Oracle’s Applications Unlimited Strategy
Commitment to PeopleSoft
PeopleSoft
Continued Investment in New Capabilities
Selectively Adopt New Features without Upgrades
Multi-Year Roadmap of Planned Enhancements
Oracle Support to AT LEAST 2027
3Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft
Oracle’s Commitment to PeopleSoft and the State of PeopleSoft
Commitment
• Dedicated Development Team
• Continued Investment and Innovation
• 3,000+ New Features Delivered Since Acquisition
State of PeopleSoft
• 6,000 Customers Worldwide with Net-News Added Every Year
• High Support Renewal Rate
• 50% of Active Customers On/Going to PeopleSoft 9.2
4Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Investment Strategy
Focus on Providing Customers What They Need to be Successful
Provide a modern and intuitive mobile and desktop user
experience for all users.
Enable personalization and configuration to present users the
information they want, how and where they want it.
Deliver new application functionality and expand the capabilities
of existing features.
Allow customers to run, maintain, and update PeopleSoft at a
lower cost.
5Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted Use Only
A Modern User Experience
PeopleSoft Fluid User Interface
• Simple
• Intuitive
• Responsive
• For Mobile
• For Desktop
• Personalizable
• Interactive
• Contextual
• Information Driven
___________________
Built on PeopleSoft
6
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM
HCM
• Manager Self-Service Homepage
• My Team View and Analytics
• Guided Self-Service
• Team Time View
• Team Performance View
• Performance Status View
• Team Learning View
• Learning Compliance View
• Open Jobs View
• Employee Self-Service Homepage
• Personal Profile View
• Talent Profile View
• Total Rewards and Benefits View
• Time View and Entry
• Company Directory
• My Performance View
• Absences View and Entry
• My Learning View
• Approvals
FMS/SCM
• Purchase Requisition
• Travel Authorization
• Employee Status Reporting
• Expense Reporting
• Project 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
Non
Exhaustive
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM
HCM
• Expanded Guided Self Service
• New Manager Self Service Transactions
• HR Manager / Representative Center
• Mobile Candidate Gateway
• Mobile Learning
• Payroll Employee Self Service
• Matrix Organization Self Service
• HR Help Desk Case Creation
• Enhanced Profile Self Service
• Time and Attendance New Timesheet
• Payroll and Time Admin Centers
• Employee Side by Side Compare
• HR Representative Analytics
• Benefits Enrollment Analysis
• Absence Administrator Analytics
• Hours by Employee Analysis
• Ad-hoc analysis in key components
FMS/SCM
• ePRO Self-Service Receiving
• Mobile Line Level Approvals
• Expanded Mobile ePRO
• PO Acknowledgement
• Supplier Surveys
• Financial Operations Homepages
• Financial Productivity Visibility
• Execution of Cash Movements
• Mobile Payment Request
• Mobile Grants
• Mobile Financials
• Profit and Loss for the Period
• Expenses vs Budget
• Top Departmental Expenses
• Revenue vs Forecast
• Item Collection Days
• Invoice Cycle Times
• Payables Time to Discount
Non
Exhaustive
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Benefits
• Insight into Financial Performance
• Support Day to Day Decisions
• Access Anywhere, Anytime
Capabilities
• Access to Major KPIs
• Real Time
• Variance Analysis
• Drilldown Capabilities
• Personalizable
• Mobile
Expand Visibility Through Reporting and Analytics
Financials on the Go
Oracle Confidential – Restricted Use Only 9
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Simplify Complex Processes
Activity Guides
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Benefits
• Intuitive and Easy to Use
• Increase Productivity
• Access Anywhere, Anytime
• Empower Business Users
Capabilities
• Self Service
• Leverage Questionnaires
• Configurable Templates
• Manage ChartField Trees
Guided Processes to Simplify Business User Requests
Financial Structure Change Request
Oracle Confidential – Restricted Use Only 11
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Effectively Execute in the Face of Complexity
Enable Your Workforce with Powerful, Visual Guided Processes
12Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Right Information in the Right Place
Related Content
• Display relevant information
• In context to transaction
• Internal or external content
• Interactive/clickable content
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
End-User Defined Analytics
Simplified Analytics
Oracle Confidential – Internal/Restricted/Highly Restricted 14
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
End-User Defined Analytics
Simplified Analytics
Oracle Confidential – Internal/Restricted/Highly Restricted 15
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
End-User Defined Analytics
Simplified Analytics
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
End-User Defined Analytics
Simplified Analytics
Oracle Confidential – Internal/Restricted/Highly Restricted 17
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
End-User Defined Analytics
Simplified Analytics
• End-users to define analytics
• Publish analytics to homepages
• Available within transactions
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Have It Your Way
My Preferences
Oracle Confidential – Internal/Restricted/Highly Restricted 19
• Control information displayed
• Single-stop management of all
preferences
• Contextually tied to transactions
• Consistency across applications
• No need for IT or customization
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Higher User Productivity
WorkCenters
Oracle Confidential – Internal/Restricted/Highly Restricted 20
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Higher User Productivity
Master-Detail 2 Panel Layouts
Oracle Confidential – Internal/Restricted/Highly Restricted 21
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Robust Features and Functionality
Roadmap for PeopleSoft HCM
22
Powerful
Intuitive
Easy
Expansion of Guided Self Service
• Additional and Non-Job Data Transactions
• Configurable Fields
• HR Administrator Approvals, Review, and Edit
• Contextual Analytics
HR Administrator Homepage
• Guided Processes
• Checklists
• Review Transactions
• Adoption of New Notifications Framework
Employee Side by Side Compare
• For Managers
• For HR Administrators
Employee 360 View
• Centralized Employee Information
• Role Based Views
• View Multiple Jobs
Mobile Recruiting
• Guided Process Optimized for Mobile Devices
Mobile Learning
• Search, Enrollment, and Training Execution
New and Enhanced Total Rewards
Onboarding/Offboarding
• Configurable Guided Process via Activity Guide
• Workflow Approval by Individual Step
• Alerts and Notifications
• Mobile Enabled
Payroll Employee Self Service
• Additional Direct Deposit Enhancements
Payroll WorkCenter Expansion
• Payroll for North America
• Global Payroll
Time and Attendance
• Streamlined Processes for Administrators
• Employee Presence Monitor
• Mobile Approval for Reported and Payable Time
• Time Entry Monthly/Weekly View Enhancements
Position Management
• Position Request/Creation Self Service
• Integration to Job Data
• Workflow Approval
Configurable Frameworks
• Field Validation Framework
• Conditional Navigation Framework
• Enhanced and Mobile Enabled Activity Guides
Matrix Teams
• Manager and Employee Self Service
• Manager Creates Dotted Line Relationships
• Visualized in Company Directory
Benefits Administration
• Dependent and Beneficiary
• New Open Enrollment
Talent Management Self Service via PeopleSoft
Fluid User Interface
• Succession Planning
• Performance Management
Additional Analytics
• Manager Team Analytics
• HR Administrator Analytics
• Absence Administrator Analytics
• Payroll Administrator Analytics
• HR Help Desk Analytics
Expansion of Mobile Approvals
HR Help Desk
- Employee Relations / Secure Case
- Self Service Case Creation
Integrations Expansion
Non
Exhaustive
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Robust Features and Functionality
Roadmap for PeopleSoft ERP
Powerful
Intuitive
Easy
Operational Efficiencies
• Additional WorkCenters (Financial Close, Pricing
Manager, Inventory Cost Reconciliation)
• Business Onboarding Activity Guide
• Chart of Accounts Request Collaboration
• Financial Position Change Request
• Automate Expense Amortization
• Bank Reconciliation Expansion
• Open Period Maintenance
Expanded Mobility
• Payables Operations Homepage
• Credit to Cash Homepage
• Supplier Self Service in eSettlements
• Customer Self Service in eBill Payment
• Receiving
• Inventory Management
• Asset Management
• Expenses
Expansion of Mobile Approvals
Greater Visibility
• Supplier 360 and Customer 360 utilizing PeopleSoft
Configurable Analysis Framework
• Financial Balances Hierarchy
Greater Supplier Lifecycle Management
• Supplier Collaboration Expansion
• Supplier Qualification, Scorecarding, and
Performance Management
• Supplier Portal Enhancements
Configurable Frameworks
• Field Validation Framework
• Conditional Navigation Framework
• Business Process Weaver
• Enhanced and Mobile Enabled Activity Guides
• Mass Transaction Manager
• Enhanced and Mobile Enabled Forms and Approval
Builder
Cash Management
• Take Actions to Simulate and Move Funds
Simulate Financial Position
• Expansion of In-Memory Real-Time Bottom Line
Solutions
• Side by Side Simulation Compare
• Actionable Simulation Visibility and Analytics
Imaging Capture and Processing
Additional Analytics
• Expenses vs. Budget
• Top Departmental Expenses
• Expenses Audit Risks
• Expenses with Exceptions
• Billable vs. Non-Billable Time and Expenses
• Revenue vs. Forecast
• Top Businesses by Revenue
• Profit and Loss for the Period
• Invoice Cycle Times
• Payables Time to Discount
• AP and AR Productivity Visibility
• Item Collection Days
• AR Write-Off vs. Collections
• Strategic Sourcing Metrics
Oracle Transaction Business Intelligence
• Actionable Insights
• Pre-delivered Analytics
Legislative & Regulatory
• Revenue Recognition
• Lease Accounting
• VAT Withholding Updates
23
Non
Exhaustive
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Lower Costs and Increased Agility
PeopleSoft Selective Adoption
24
2015
2020+
2019
2018
2017
2016
What Has Changed
• Multiple “releases” (i.e. Update Images) a
year without requiring upgrades
• Continuous feature development and
delivery on a single code line
• More agile and flexible feature development
to address changing customer needs
Impact to You
• No upgrades mean lower costs, less
disruption, and better ROI
• Accelerated time-to-value and greater
responsiveness to line-of-business needs
• More relevant engagement with PeopleSoft
product team
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Changing the Model
PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Get New Features without Upgrading, Ever
Take Only the New Features You Want, When You Want
Delivery of New Features 2 – 3 Times a Year
Maintenance Changes Automatically Included
25Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Delivering Features
0
10
20
30
40
50
60
70
80
#2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 #16
HCM
ERP
Other
26
New Features by PeopleSoft Update Image
250+ New Features Delivered Over 16 Updates
Update Image #
#ofNewFeatures
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Delivering Features
Keeping Up with What Has Been Delivered and What Is Planned for Delivery
27
Planned Features
and Enhancements
Update Image Overviews
Cumulative Feature Overview
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Assess Change
PeopleSoft Update Manager Analytics
Oracle Confidential – Internal/Restricted/Highly Restricted 28
• View the maintenance status of
your applications
• Assess what has and has not been
applied
• Analyze by product and update
image
• View customization and test
impact
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Select Changes
PeopleSoft Update Manager Enhancements
29
• Selections based on test coverage
using PeopleSoft Test Framework
• Selections based on impact to
existing customizations
• Analytics to make informed decisions
on the updates to apply
• Combining multiple selections into a
single change package
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
What Would You Do?
If I Gave You a Dollar…
30Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
What Would You Do?
If I Gave You a Million Dollars…
31Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
The Cloud Isn’t Just an IT Thing
Business Drivers of Cloud Computing
32Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft on the Oracle Cloud
The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
33Oracle Confidential – Restricted Use Only
+
Platform Infrastructure Data
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Why PeopleSoft on the Oracle Cloud
Value for the Line of Business
Business Agility
Business Continuity
Lower Costs and Risk
34Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Platform Infrastructure Data
Take Advantage of the Cloud
PeopleSoft Cloud Architecture
35
PeopleSoft
PeopleSoft Cloud Architecture
PeopleSoft Cloud Architecture Enables:
• Fully Virtualized Infrastructure and Platform
• Automated Configuration of PeopleSoft Instances
• Automated Change Management
• Automated Testing of PeopleSoft Instances
• Automated Provisioning of PeopleSoft Instances
• Automated Cloning of PeopleSoft Instances
• Management of Application Clusters
PeopleSoft Cloud Architecture Does Not:
• Make PeopleSoft a SaaS Application
• Change the Licensing and Support Model
Delivery Begins with
PeopleTools 8.55
Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Oracle Cloud for PeopleSoft
Additional Value in Using Oracle Cloud with PeopleSoft
36
PeopleSoft
PeopleSoft Cloud Architecture
• Leading PaaS, IaaS, and DBaaS
• Robust Offering (database, social, java…)
• Integrated Solutions
• Industry Leading Security
Learn more with the PeopleSoft on Oracle
Public Cloud Video Feature Overview
Oracle Confidential – Restricted Use Only
Platform Infrastructure Data
+
• Automated PeopleSoft Lifecycle Management
• Integration to DBaaS
• Single Provider “One Throat to Choke”
• Ease of Migration with “Clone-to-Cloud”
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Cloud or Cloud
PeopleSoft on
Oracle Cloud
Oracle Cloud
Applications
Subscription Based Pay As You Go
Customer Can Customize the Application
Customer Configurability and End User Personalization
Technology Platform Automatically Maintained
New Updates Delivered Multiple Times Per Year
New Updates Automatically Applied
Customer Determines If and When to Apply Changes
Comparison of PeopleSoft on Oracle Cloud and Oracle Cloud Applications
37Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
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
38Oracle Confidential – Restricted Use Only
www.peoplesoftinfo.com www.youtube.com/user/PSFTOracle
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Investment Strategy and Roadmap
Key Points
•Significant Leap Forward in PeopleSoft
•Continued Investment
•New Investments in the Cloud for
PeopleSoft
39Oracle Confidential – Restricted Use Only
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
Questions and Answers
40Oracle Confidential – Restricted Use Only

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PeopleSoft Keynote: PeopleSoft Investment Strategy and Roadmap

  • 1. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | 1 PeopleSoft Keynote PeopleSoft Investment Strategy and Roadmap Marc Weintraub Senior Director, Product Strategy PeopleSoft Mar 2016 Oracle Confidential – Restricted Use Only
  • 2. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 2Oracle Confidential – Restricted Use Only
  • 3. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Oracle’s Applications Unlimited Strategy Commitment to PeopleSoft PeopleSoft Continued Investment in New Capabilities Selectively Adopt New Features without Upgrades Multi-Year Roadmap of Planned Enhancements Oracle Support to AT LEAST 2027 3Oracle Confidential – Restricted Use Only
  • 4. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Oracle’s Commitment to PeopleSoft and the State of PeopleSoft Commitment • Dedicated Development Team • Continued Investment and Innovation • 3,000+ New Features Delivered Since Acquisition State of PeopleSoft • 6,000 Customers Worldwide with Net-News Added Every Year • High Support Renewal Rate • 50% of Active Customers On/Going to PeopleSoft 9.2 4Oracle Confidential – Restricted Use Only
  • 5. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Investment Strategy Focus on Providing Customers What They Need to be Successful Provide a modern and intuitive mobile and desktop user experience for all users. Enable personalization and configuration to present users the information they want, how and where they want it. Deliver new application functionality and expand the capabilities of existing features. Allow customers to run, maintain, and update PeopleSoft at a lower cost. 5Oracle Confidential – Restricted Use Only
  • 6. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted Use Only A Modern User Experience PeopleSoft Fluid User Interface • Simple • Intuitive • Responsive • For Mobile • For Desktop • Personalizable • Interactive • Contextual • Information Driven ___________________ Built on PeopleSoft 6
  • 7. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM HCM • Manager Self-Service Homepage • My Team View and Analytics • Guided Self-Service • Team Time View • Team Performance View • Performance Status View • Team Learning View • Learning Compliance View • Open Jobs View • Employee Self-Service Homepage • Personal Profile View • Talent Profile View • Total Rewards and Benefits View • Time View and Entry • Company Directory • My Performance View • Absences View and Entry • My Learning View • Approvals FMS/SCM • Purchase Requisition • Travel Authorization • Employee Status Reporting • Expense Reporting • Project 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 Non Exhaustive
  • 8. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Fluid UI Deliverables PeopleSoft HCM and FMS/SCM HCM • Expanded Guided Self Service • New Manager Self Service Transactions • HR Manager / Representative Center • Mobile Candidate Gateway • Mobile Learning • Payroll Employee Self Service • Matrix Organization Self Service • HR Help Desk Case Creation • Enhanced Profile Self Service • Time and Attendance New Timesheet • Payroll and Time Admin Centers • Employee Side by Side Compare • HR Representative Analytics • Benefits Enrollment Analysis • Absence Administrator Analytics • Hours by Employee Analysis • Ad-hoc analysis in key components FMS/SCM • ePRO Self-Service Receiving • Mobile Line Level Approvals • Expanded Mobile ePRO • PO Acknowledgement • Supplier Surveys • Financial Operations Homepages • Financial Productivity Visibility • Execution of Cash Movements • Mobile Payment Request • Mobile Grants • Mobile Financials • Profit and Loss for the Period • Expenses vs Budget • Top Departmental Expenses • Revenue vs Forecast • Item Collection Days • Invoice Cycle Times • Payables Time to Discount Non Exhaustive
  • 9. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Benefits • Insight into Financial Performance • Support Day to Day Decisions • Access Anywhere, Anytime Capabilities • Access to Major KPIs • Real Time • Variance Analysis • Drilldown Capabilities • Personalizable • Mobile Expand Visibility Through Reporting and Analytics Financials on the Go Oracle Confidential – Restricted Use Only 9
  • 10. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Simplify Complex Processes Activity Guides
  • 11. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Benefits • Intuitive and Easy to Use • Increase Productivity • Access Anywhere, Anytime • Empower Business Users Capabilities • Self Service • Leverage Questionnaires • Configurable Templates • Manage ChartField Trees Guided Processes to Simplify Business User Requests Financial Structure Change Request Oracle Confidential – Restricted Use Only 11
  • 12. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Effectively Execute in the Face of Complexity Enable Your Workforce with Powerful, Visual Guided Processes 12Oracle Confidential – Restricted Use Only
  • 13. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Right Information in the Right Place Related Content • Display relevant information • In context to transaction • Internal or external content • Interactive/clickable content • No need for IT or customization
  • 14. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | End-User Defined Analytics Simplified Analytics Oracle Confidential – Internal/Restricted/Highly Restricted 14 • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization
  • 15. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | End-User Defined Analytics Simplified Analytics Oracle Confidential – Internal/Restricted/Highly Restricted 15 • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization
  • 16. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | End-User Defined Analytics Simplified Analytics • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization
  • 17. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | End-User Defined Analytics Simplified Analytics Oracle Confidential – Internal/Restricted/Highly Restricted 17 • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization
  • 18. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | End-User Defined Analytics Simplified Analytics • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization
  • 19. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Have It Your Way My Preferences Oracle Confidential – Internal/Restricted/Highly Restricted 19 • Control information displayed • Single-stop management of all preferences • Contextually tied to transactions • Consistency across applications • No need for IT or customization
  • 20. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Higher User Productivity WorkCenters Oracle Confidential – Internal/Restricted/Highly Restricted 20
  • 21. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Higher User Productivity Master-Detail 2 Panel Layouts Oracle Confidential – Internal/Restricted/Highly Restricted 21
  • 22. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Robust Features and Functionality Roadmap for PeopleSoft HCM 22 Powerful Intuitive Easy Expansion of Guided Self Service • Additional and Non-Job Data Transactions • Configurable Fields • HR Administrator Approvals, Review, and Edit • Contextual Analytics HR Administrator Homepage • Guided Processes • Checklists • Review Transactions • Adoption of New Notifications Framework Employee Side by Side Compare • For Managers • For HR Administrators Employee 360 View • Centralized Employee Information • Role Based Views • View Multiple Jobs Mobile Recruiting • Guided Process Optimized for Mobile Devices Mobile Learning • Search, Enrollment, and Training Execution New and Enhanced Total Rewards Onboarding/Offboarding • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications • Mobile Enabled Payroll Employee Self Service • Additional Direct Deposit Enhancements Payroll WorkCenter Expansion • Payroll for North America • Global Payroll Time and Attendance • Streamlined Processes for Administrators • Employee Presence Monitor • Mobile Approval for Reported and Payable Time • Time Entry Monthly/Weekly View Enhancements Position Management • Position Request/Creation Self Service • Integration to Job Data • Workflow Approval Configurable Frameworks • Field Validation Framework • Conditional Navigation Framework • Enhanced and Mobile Enabled Activity Guides Matrix Teams • Manager and Employee Self Service • Manager Creates Dotted Line Relationships • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary • New Open Enrollment Talent Management Self Service via PeopleSoft Fluid User Interface • Succession Planning • Performance Management Additional Analytics • Manager Team Analytics • HR Administrator Analytics • Absence Administrator Analytics • Payroll Administrator Analytics • HR Help Desk Analytics Expansion of Mobile Approvals HR Help Desk - Employee Relations / Secure Case - Self Service Case Creation Integrations Expansion Non Exhaustive Oracle Confidential – Restricted Use Only
  • 23. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Robust Features and Functionality Roadmap for PeopleSoft ERP Powerful Intuitive Easy Operational Efficiencies • Additional WorkCenters (Financial Close, Pricing Manager, Inventory Cost Reconciliation) • Business Onboarding Activity Guide • Chart of Accounts Request Collaboration • Financial Position Change Request • Automate Expense Amortization • Bank Reconciliation Expansion • Open Period Maintenance Expanded Mobility • Payables Operations Homepage • Credit to Cash Homepage • Supplier Self Service in eSettlements • Customer Self Service in eBill Payment • Receiving • Inventory Management • Asset Management • Expenses Expansion of Mobile Approvals Greater Visibility • Supplier 360 and Customer 360 utilizing PeopleSoft Configurable Analysis Framework • Financial Balances Hierarchy Greater Supplier Lifecycle Management • Supplier Collaboration Expansion • Supplier Qualification, Scorecarding, and Performance Management • Supplier Portal Enhancements Configurable Frameworks • Field Validation Framework • Conditional Navigation Framework • Business Process Weaver • Enhanced and Mobile Enabled Activity Guides • Mass Transaction Manager • Enhanced and Mobile Enabled Forms and Approval Builder Cash Management • Take Actions to Simulate and Move Funds Simulate Financial Position • Expansion of In-Memory Real-Time Bottom Line Solutions • Side by Side Simulation Compare • Actionable Simulation Visibility and Analytics Imaging Capture and Processing Additional Analytics • Expenses vs. Budget • Top Departmental Expenses • Expenses Audit Risks • Expenses with Exceptions • Billable vs. Non-Billable Time and Expenses • Revenue vs. Forecast • Top Businesses by Revenue • Profit and Loss for the Period • Invoice Cycle Times • Payables Time to Discount • AP and AR Productivity Visibility • Item Collection Days • AR Write-Off vs. Collections • Strategic Sourcing Metrics Oracle Transaction Business Intelligence • Actionable Insights • Pre-delivered Analytics Legislative & Regulatory • Revenue Recognition • Lease Accounting • VAT Withholding Updates 23 Non Exhaustive Oracle Confidential – Restricted Use Only
  • 24. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Lower Costs and Increased Agility PeopleSoft Selective Adoption 24 2015 2020+ 2019 2018 2017 2016 What Has Changed • Multiple “releases” (i.e. Update Images) a year without requiring upgrades • Continuous feature development and delivery on a single code line • More agile and flexible feature development to address changing customer needs Impact to You • No upgrades mean lower costs, less disruption, and better ROI • Accelerated time-to-value and greater responsiveness to line-of-business needs • More relevant engagement with PeopleSoft product team Oracle Confidential – Restricted Use Only
  • 25. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Changing the Model PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager Get New Features without Upgrading, Ever Take Only the New Features You Want, When You Want Delivery of New Features 2 – 3 Times a Year Maintenance Changes Automatically Included 25Oracle Confidential – Restricted Use Only
  • 26. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Delivering Features 0 10 20 30 40 50 60 70 80 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 #16 HCM ERP Other 26 New Features by PeopleSoft Update Image 250+ New Features Delivered Over 16 Updates Update Image # #ofNewFeatures Oracle Confidential – Restricted Use Only
  • 27. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Delivering Features Keeping Up with What Has Been Delivered and What Is Planned for Delivery 27 Planned Features and Enhancements Update Image Overviews Cumulative Feature Overview Oracle Confidential – Restricted Use Only
  • 28. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Assess Change PeopleSoft Update Manager Analytics Oracle Confidential – Internal/Restricted/Highly Restricted 28 • View the maintenance status of your applications • Assess what has and has not been applied • Analyze by product and update image • View customization and test impact
  • 29. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Select Changes PeopleSoft Update Manager Enhancements 29 • Selections based on test coverage using PeopleSoft Test Framework • Selections based on impact to existing customizations • Analytics to make informed decisions on the updates to apply • Combining multiple selections into a single change package Oracle Confidential – Restricted Use Only
  • 30. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | What Would You Do? If I Gave You a Dollar… 30Oracle Confidential – Restricted Use Only
  • 31. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | What Would You Do? If I Gave You a Million Dollars… 31Oracle Confidential – Restricted Use Only
  • 32. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | The Cloud Isn’t Just an IT Thing Business Drivers of Cloud Computing 32Oracle Confidential – Restricted Use Only
  • 33. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft on the Oracle Cloud The Best of All Possible Worlds The PeopleSoft You Know The PeopleSoft You Own The PeopleSoft That Works On the Cloud You Can Trust 33Oracle Confidential – Restricted Use Only + Platform Infrastructure Data
  • 34. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Why PeopleSoft on the Oracle Cloud Value for the Line of Business Business Agility Business Continuity Lower Costs and Risk 34Oracle Confidential – Restricted Use Only
  • 35. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Platform Infrastructure Data Take Advantage of the Cloud PeopleSoft Cloud Architecture 35 PeopleSoft PeopleSoft Cloud Architecture PeopleSoft Cloud Architecture Enables: • Fully Virtualized Infrastructure and Platform • Automated Configuration of PeopleSoft Instances • Automated Change Management • Automated Testing of PeopleSoft Instances • Automated Provisioning of PeopleSoft Instances • Automated Cloning of PeopleSoft Instances • Management of Application Clusters PeopleSoft Cloud Architecture Does Not: • Make PeopleSoft a SaaS Application • Change the Licensing and Support Model Delivery Begins with PeopleTools 8.55 Oracle Confidential – Restricted Use Only
  • 36. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Oracle Cloud for PeopleSoft Additional Value in Using Oracle Cloud with PeopleSoft 36 PeopleSoft PeopleSoft Cloud Architecture • Leading PaaS, IaaS, and DBaaS • Robust Offering (database, social, java…) • Integrated Solutions • Industry Leading Security Learn more with the PeopleSoft on Oracle Public Cloud Video Feature Overview Oracle Confidential – Restricted Use Only Platform Infrastructure Data + • Automated PeopleSoft Lifecycle Management • Integration to DBaaS • Single Provider “One Throat to Choke” • Ease of Migration with “Clone-to-Cloud”
  • 37. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Cloud or Cloud PeopleSoft on Oracle Cloud Oracle Cloud Applications Subscription Based Pay As You Go Customer Can Customize the Application Customer Configurability and End User Personalization Technology Platform Automatically Maintained New Updates Delivered Multiple Times Per Year New Updates Automatically Applied Customer Determines If and When to Apply Changes Comparison of PeopleSoft on Oracle Cloud and Oracle Cloud Applications 37Oracle Confidential – Restricted Use Only
  • 38. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | 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 38Oracle Confidential – Restricted Use Only www.peoplesoftinfo.com www.youtube.com/user/PSFTOracle
  • 39. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | PeopleSoft Investment Strategy and Roadmap Key Points •Significant Leap Forward in PeopleSoft •Continued Investment •New Investments in the Cloud for PeopleSoft 39Oracle Confidential – Restricted Use Only
  • 40. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. | Questions and Answers 40Oracle Confidential – Restricted Use Only