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PeopleSoft 9.2 Upgrade - A Roadmap

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Velocity's PeopleSoft expert, Derek Tomei, walks technology leaders and specialists through PeopleSoft 9.2. Learn what it means for the future of PeopleSoft upgrades and get tips to build your roadmap. PeopleSoft 9.2

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PeopleSoft 9.2 Upgrade - A Roadmap

  1. 1. © 2014 Velocity Technology Solutions, Inc. EXPERIENCE. INNOVATION. PeopleSoft 9.2 – A Future Roadmap PeopleSoft 9.2 Webinar Call-in toll-free number 1-877-668-4490 Call-in toll number (US/Canada) 1-408-792-6300 Access code: 682 251 008
  2. 2. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Private / Proprietary – Not for Disclosure or Distribution Outside of the Recipients of the Velocity PeopleSoft 9.2 webinar held on Tuesday, September 16th, 2014 without Written Agreement 2
  3. 3. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Agenda 3 • Introduction • Velocity Overview • Why Upgrade? • New PeopleSoft Delivery Model • New Features and Functionality • PeopleTools 8.54 Fluid Interface • Q&A
  4. 4. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 4 Team Introductions – Velocity Technology Solutions Kephanie Landess VP, Oracle Line of Business 17+ Years in HR Industry Derek Tomei Director, Oracle Professional Services 18+ Years of PeopleSoft Experience
  5. 5. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Velocity transforms the way companies use enterprise software, so organizations move faster, are more productive, and achieve results they never before imagined. Our Purpose 5 PLAY VIDEO
  6. 6. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Background; TITAN GS, A Velocity Company 6 PUNE, INDIA CHARLOTTE NASHVILLE LONDON Oracle Platinum Partner Founded in 1998 Three “Global Solutions” businesses Target Market – Mid Market Domestic presence, global infrastructure and support with efficient delivery 24 x 365 • Americas • Europe & Middle East • Asia Pacific • India Global leader in Human Capital Management, Financial, and Performance Management solutions on the Oracle platform PUNE, INDIA SINGAPORE CHARLOTTE NASHVILLE LONDON
  7. 7. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 2014 Expand services to all 3 leading enterprise software suites, extend to Asia 2013 Initiate Epic practice 2012 Launch R&D 2011 Develop application breadth and DR practice 2010 Acquire own operations facilities 2007 Investment into healthcare 2006 Full transition from Consulting to Managed Services 2003 Founded $6M Revenue 22 Customers 70 Employees 5 Customers 11 Employees 75 Customers 90 Employees 150 Customers 176 Employees 228 Customers 229 Employees 250 Customers 240 Employees 300 Customers 371 Employees 350+ Customers 750+ Employees Background: Velocity 7 A Decade of Growth
  8. 8. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Velocity and TITAN GS Merger 8 Velocity and TITAN GS Merger; Effective Friday, March 28th, 2014  Current combined size: 750 employees, $ 150 million in revenue  Velocity Technology Solutions  Provider of Managed and Cloud Services for ERP  Owned by one of the largest Technology Funds – Silver Lake Sumeru  Strategic Merger with many synergies (Global, Data Center Ownership, etc.)  TITAN Technology Partners remaining legal entity  Charlotte, NC will remain Global HQ and all global offices will remain
  9. 9. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential About Velocity Founded in 750employees US $150M Revenue Owned by one of the largest Technology Funds – Silver Lake Sumeru 350+ customers Applications Managed: Fusion Taleo Oracle EBS PeopleSoft Hyperion JD Edwards E1 JD Edwards World SAP Infor / Lawson Epic Systems Kronos Locations in North America, Europe, Asia 9 Universal Cloud Services Who We Are Today
  10. 10. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 10 Core Solutions: Comprehensive Services INFRASTRUCTURE AND HOSTING Enterprise Cloud Hybrid Cloud Hardware, OS, Database and Application Hosting Hardware Maintenance and Monitoring Connectivity to Client MPLS Security and Procurement Timeline MANAGED SERVICES IT Help Desk Application Optimization & Maintenance Upgrades Interface Maintenance and Support Tech Support/ Development Functional Support Metadata Management Employee Call Center (Help Desk) Reporting Payroll and Benefits Process Administration TRAINING AND CHANGE MANAGEMENT Organizational Readiness Comprehensive Training Plan Project Team Training Navigator PROFESSIONAL SERVICES Compass Implementations Project Planning Application Optimization & Decustomization Upgrades SUBSCRIPTION SaaS LICENSES Hyperion Oracle ERP SAP ERP PRODUCTS Navigator ReportCenter MS Dashboard Velocity is the only company capable of delivering these solutions as a bundle, or individually as our clients’ needs demand. BPO Program Management Oracle Applications Innovations
  11. 11. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Healthcare & Pharmaceuticals Manufacturing & Distribution Public Sector & Not For Profit Mining & Construction Retail & ServicesMedia/Tech/Info Financial Services & Real Estate 11 Our Customers Are Leaders in Their Fields
  12. 12. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 12 Why Upgrade to PeopleSoft 9.2
  13. 13. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Why Upgrade? 13 PeopleSoft 9.2 Can Transform Your Business Mobile Capabilities Consumer Oriented Recruiter Experience Enhanced ESS Experience - eBenefits Streamlined Maintenance Processes
  14. 14. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Why Upgrade? 14 …modern, intuitive, and simple to use… …allow customers to stay current at a lower cost. ...make customers more productive...
  15. 15. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Why Upgrade? 15 Avoid Future Cost Associated with the Usual Upgrade Cycle • Historically new versions were delivered which required large efforts to upgrade • Bundles and Maintenance used to fix issues and stay current • New features were added and developed into a new release and then delivered as an upgrade • Customers had to wait until newer versions were available to take advantage of new enhancements
  16. 16. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Why Upgrade? 16 Accelerate Delivery of New Capabilities Into Your Business • New PeopleSoft Delivery Model • Fundamental issue with maintenance & Staying Current • Historically had to take all the changes in a bundle
  17. 17. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 17 PeopleSoft’s New Delivery Model – Future Roadmap
  18. 18. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential New Delivery Model 18 Allows the delivery of a package of changes and allows the customer the ability to choose which changes they want based on business need Drastically reduces the cost to take on new changes and enhancements All new enhancements and fixes are put into a single image
  19. 19. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft 9.2 and Update Manager 19 9.Y pre GA code line At release delivery, Oracle targets new development for the next release.  Long time to get new functionality  Always lagging Oracle development  Large amounts of change to manage at one time  Infrequent, expensive upgrades IMPACT Oracle delivers only, delta maintenance on the current release. Customers must upgrade to the current release to gain new capabilities. 9.X
  20. 20. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft 9.2 and Update Manager 20 9.X single code line 9.Y pre GA code line 9.X GA code line
  21. 21. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft 9.2 and Update Manager 21 Deliver Innovative New Capabilities without an Upgrade You Take Only the Changes They Want Based on What You Have You Determine When You Adopt Changes You Can Retain Strategic Customizations
  22. 22. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft 9.2 and Update Manager 22 9.2 single code line 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
  23. 23. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft 9.2 and Update Manager 23 • No more GA releases - 9.2 is the latest release that allows you to take advantage of this • The goal is to deliver everything on 9.2 and never have a 9.3
  24. 24. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleSoft Update Manager Diagram 24
  25. 25. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 25 9.2 New Features and Functionality
  26. 26. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 26 Global Search Capabilities • Application, component and enterprise wide keyword search capability • PeopleTools feature with capability extended beyond HCM and ELM • Additional Search fields in the Job Data Component • Delivered as well as configurable search indexes • Driven by user security access • Enterprise wide Related Actions feature • Transformation Note/Analysis • Further enhanced feature in 9.2 • Application level (in 9.1) to Enterprise wide (in 9.2) • Initiate business processes from search results
  27. 27. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 27 Embedded HCM Analytics • Enabled via Pivot Grids Native to PS Applications • Self-service, interactive analytical grids and charts • Allow users to slice and filter data • Embedded within transaction pages • Transforms a PS Query into an Excel- like pivot table or chart
  28. 28. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 28 Mobility Solutions • Delivered HTML5 Solutions • Mobile Company Directory • Mobile Approvals • Mobile Expense • Planned HTML5 Solutions • Mobile eProcurement • Time and Labor • Absence Management • Cash Position Management • HR Self-Service
  29. 29. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 29 Talent Management Integration • 9.2 Talent Management Applications can co-exist with HCM 9.1 Core Applications • No need to upgrade to take advantage of new functionality in Talent Mgmt Apps • Less disruption to the business
  30. 30. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 30 Performance Management WorkCenter • Steps and tasks are outlined • Current progress is easy to view • All comments are integrated and viewable in one place • Sections of the document are easy to identify and access • Mid-year progress and reviews integrated into the existing process
  31. 31. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 31 Paycheck Modeler • Allows What-if type calculations • Earnings, Deductions and Taxes can be changed • Configurable to only allow specified changes • Produces sample check (with Watermark) • Related actions to self-service
  32. 32. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 32 Life Events • Must be using eBenefits/Benefits Administration • Redesigned using Activity Guides • Configurable design • 4 templates delivered (Marriage, Birth, Adoption, Divorce) • Can upload documents • 4 templates delivered (Marriage, Birth, Adoption, Divorce) • Can Review/Print Summary of Benefit Elections
  33. 33. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 33 Candidate Gateway experience • Optional Welcome page for branding • Activity Guide navigation • Configurable Steps (by Job) • Terms/Conditions presented at the beginning • Clearly defined Save/Submit
  34. 34. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 34 Recruiting Dashboard • For Recruiters, Recruiting Managers, and Hiring Managers • More streamlined user experience • Reduce the number of clicks to perform job by 50% • Can drill-down to transaction, then return to dashboard • Graphic views of performance measures
  35. 35. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 35 Global Payroll Processing Monitor • Single access point for processing statistics • Set thresholds to trigger visual alerts • Drill down to paygroup/calendar results • Example of Embedded Analytics • Related actions like Calendar Results, Payee Status, Payee Messages, etc.
  36. 36. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 36 Absence Management Outlook Integration • Initiate Absence Requests directly from Outlook Calendar • Can also manage requests and monitor approve from Outlook • Uses single sign-on for authentication • All PeopleSoft configuration and edits are applied
  37. 37. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 37 Reconfigured Time Reporting • Configurable view of all relevant time data on the Timesheet • Real-time validation and rules • Allow users to identify input errors and make immediate correction • Generate up-to-date payable time • Restrict Time Reporting Codes for time entry on the Timesheet • Configurable legal statement to display at Timesheet submit
  38. 38. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 38 PeopleTools 8.54 – Mobile UI
  39. 39. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleTools 8.54 – New Features 39 • New Fluid User Interface - Next evolutionary step for PeopleSoft’s UI - A user interface that can scale from PC’s to tablets to smartphones - Responsive and fluid page generation - New mode for page generation - Definitions declared through Application Designer - Extensive use of CSS - Tiled homepage - Navigation BarMobile Capabilities
  40. 40. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 40 PeopleTools 8.54 – Tiled Homepage
  41. 41. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleTools 8.54 – Navigation Bar 41
  42. 42. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleTools 8.54 – Tablet 42
  43. 43. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleTools 8.54 – Smartphone 43
  44. 44. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential PeopleTools 8.54 - Technology 44 • HTML5 • CSS • Javascript
  45. 45. EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential Questions For Additional Questions or Inquiries, please email your questions to Steve.Lyerly@Velocity.cc

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