The document outlines the current state and future roadmap of PeopleSoft, an enterprise application suite owned by Oracle, emphasizing its continuous investment, innovations, and high customer satisfaction with a focus on improving user experience, particularly through the PeopleSoft Fluid User Interface. Key advancements include a new continuous delivery model, real-time data processing, and a robust customer-driven multi-year roadmap aimed at enhancing productivity and operational efficiencies. The document also highlights the transformation of business processes and the strategic importance of user engagement in shaping the future of PeopleSoft.

1. PeopleSoft Roadmap
Doug Gray
Master Principal Solution Consultant

2. 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
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3. 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
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4. 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
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5. 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
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6. PeopleSoft Works in Your Users’ WorldGlobal Search and Related Actions
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7. Process Oriented - Supplier On-Boarding
Visually Guided Processes w/ Activity Guides and Train Stops
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8. Slice/Dice Real Time Financial Information with Related Actions
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9. Access to Actionable Information
Financial Dashboards
• General Ledger
• Accounts Payable
• Billing Manager
• Accounts Receivable
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10. 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
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11. 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)
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12. Transform the Information Flow
Supplier Comparative Analysis
Compare Suppliers
Metrics to
Compare
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13. Simplified ProductivityPeopleSoft WorkCenters – One Stop Shop for Financial Operations
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What you need to DO
Where you need to
GO
How you DO IT
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14. 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
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15. Capture
Accounting
Events
Create
Accounting
Rules
Transfer and
Post
Audit and
Analyze
SOURCE SYSTEMSSOURCE SYSTEMS
EBS GL PSFT GL JDE GL FUSION GL
Transform the Business Process
Fusion Accounting Hub Integration to PeopleSoft General Ledger
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16. • Capture transaction and reference
information for accounting treatment
Transfer & Post
Centralized Accounting for External Systems
Create Accounting RulesCapture 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 SynchAccounting Entries Drilldown
Transform the Business Process
Fusion Accounting Hub Integration to PeopleSoft General Ledger
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17. 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 BetterManage Better, Save More
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18. 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
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19. 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
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20. 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
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21. 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
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22. 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
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23. 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
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24. High Adoption of PeopleSoft
Live PeopleSoft 9.2 Customers
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25. The Transformation of PeopleSoft
Then, Now, and Next
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26. Restricted to event use only.
User Experience Then
PeopleSoft 8.9 (2004)
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User Experience Now
PeopleSoft 9.2 (2013)
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28. Restricted to event use only.
User Experience Next
PeopleSoft 9.2 Update Images (2014)

29. Enabling a Mobile Workforce and More!
PeopleSoft Fluid User Interface
• Across Multiple Form Factors
• Native Tablet/Phone Experience
• Platform Independent
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30. PeopleSoft Fluid User Interface
Modern, Intuitive Role Based Homepages
• Executives
• Team Managers
• Employees
• Project Managers
• Cash Managers
• Procurement Managers
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31. 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
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32. Increase Stakeholder Value
Centralized Approvals & Notifications
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One View Across
PeopleSoft
Simple One Click Access
Actionable
Drill Down for Details
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33. 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
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34. 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
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35. Increase Stakeholder Value
PeopleSoft Fluid Interface
Manage Critical Tasks
Anytime, Anywhere
Financials on the Go
Financial Operations
Metrics
Self Service Apps
Self Service Transactions
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36. 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
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37. Transform the Information Flow
Insight for Line & Executive Managers
• Drive
employee
productivity
through easy
to use
interface
• Support day to
day decisions
• Take action
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38. Restricted to event use only.
Transform the Information Flow
Self Service Requests
Financial Structure
Financial Position
Payment Request
External Facing
Solutions

39. Restricted to event use only.
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

40. 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
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41. 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
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42. 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
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43. 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
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44. PeopleSoft Strategy and Update
Key Points
•Transformation of PeopleSoft
•New Low Cost Delivery Model
•Continued Investment in PeopleSoft
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45. 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
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46. Questions and Answers
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47. Please Complete the Session and Meeting Evaluations
Thank You!