Transcript RECONNECT powerpoint - PeopleSoft 9.2 is around the corner

PeopleSoft 9.2 Upgrade
Roadmap and Planning
Presented By: Astute Business
Solutions
QuestDirect.org
Arvind Rajan – Speaker Bio
• Co-Founder and PeopleSoft Practice Lead at
Astute Business Solutions
• PeopleSoft Solution Architect with 15 years of
experience in implementing, upgrading and
managing PeopleSoft applications
• Experienced in PeopleSoft HCM, FSCM, CRM,
EPM, CS and Portals for Healthcare, Higher
Education, Financial Services, Distribution,
Manufacturing, Professional Services and NonProfit organizations
• Recent speaking engagements include Oracle
Open World, Quest Midwest, DMUG, NorCal
RUG, Collaborate and many others.
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Astute Business Solutions
QuestDirect.org
Agenda
• 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
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Astute Business Solutions
QuestDirect.org
PeopleSoft 9.2 – A significant new release
• IDC Report: PeopleSoft Leaps Forward
with Impressive 9.2 Release
• 10 major Innovations in PeopleSoft 9.2
(Oracle PeopleSoft Apps Strategy Blog)
like Actionable Analytics, WorkCenters
and Dashboards, Navigation with Search
and Related Items
• Simpler and Intuitive, Lower TCO
• Mobile Solutions for HCM and FSCM 9.2
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QuestDirect.org
What should you expect from 9.2?
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Increased
cost savings
• User productivity increases, from WorkCenters, Access to
timely and faster information through Actionable
Operational Analytics, improved PeopleSoft Update
Manager etc.
Improved User
Experience
• Secure Enterprise Search with Related Content Actions,
Reduced customizations, PeopleSoft Interaction Hub and
more
Mobilized and
Integrated Platforms
• Delivered mobile solutions for Expenses, Requisitions,
Approvals, Company Directory and a standards-based
platform to extend other parts of PeopleSoft to mobile
More business value
• Close knowledge and process gaps with activity guides,
Higher compliance with US and International regulations
like GAAP, IFRS, SEPA
Astute Business Solutions
QuestDirect.org
9.2 FSCM – High Impact Features
Functional Area
High Impact Features and Enhancements
General Ledger
Improved sub-system reconciliation, Chartfield Request and Approval,
Mass GL Journal Approval, KK Enhancements
Treasury and Cash Management
Integration of Global Payroll to Financial Gateway, Cash Forecasting,
SEPA Payment Formats, Approval Workflow
Asset Management
Enhanced Disposal Worksheet, Enhanced AP and PO Integration to AM,
Simplified searching of assets
Expenses
New browser and mobile interfaces, Expense Report Withdrawal,
Expense Report Visual Status Depiction
Order to Cash
Price Book, Supply and Demand WorkCenter, Operational Metrics (Orders
on hold past ship date, average time to pick/pack/ship)
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FSCM 9.2 – AP WorkCenter and Dashboard
My Dashboard –
Summary info on
invoice flow with
supporting
analytics
My Work – Realtime updates on
pending tasks and
work items
My Links Navigate quickly
to frequently
used links
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QuestDirect.org
9.2 HCM and ELM – High Impact Features
Functional Area
High Impact Features and Enhancements
Absence Management
Outlook Integration - Logging into PeopleSoft HCM is no more necessary to manage
absence requests, thus can be managed on the go.
Benefits
508 Compliance, Life Events Guided Process, Benefit Enrollment Statistics
Talent Management
and CG
Redesigned CD with Guided Navigation, new homepage, Pivot Grid analysis, Flex
Hiring and JO processes, JO 360 and Applicant 360
Core HR and Compensation
Enhanced Smart HR, Head Count Pivot Grids, Enhanced Profile Management, Job
change in Open Compensation cycle, Pivot Grids for analysis and comparison of
salaries, Compensation History
ePerformance
Configurable, standardized work center, reduced costs, mid-period review, Outlook
integration, integration to career and succession planning
NA 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
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HCM Example – Recruiting Dashboard
My Job Openings –
Role based view for
recruiter in this example
Search – Quick
search on JO’s
and Applicants
(configurable)
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My Alerts –
Real-time
alerts on my
jobs and
applicants
Tools 8.53 – High Impact Features
Technical Area
High Impact Features and Enhancements
PeopleSoft Search
Framework
Faster and powerful keyword-based search results at Application level with
pre-configured indices, facets and related actions, Component Level keyword
search
Lifecycle Management PeopleSoft Update Manager – Staying current was never so easy
Data Migration Workbench – manages migration of configuration data with
numerous checks and approvals
PeopleSoft Test Framework – Significantly enhanced
Security
Administration
Secure by Default initiative
Embedded Help
Configurable page specific help (instructions) to speed up tasks, New Online
Help with embedded media and interactivity BPM’s
Reporting and
Analysis
Enhancements
Redesigned Reporting Console and My Reports Pagelet, Chart and Pivot
Grid enhancements
User Interface
New look and feel, Related Actions/Content, WorkCenters, Dashboards,
Activity Guides
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Astute Business Solutions
QuestDirect.org
Don’t just Upgrade
TRANSFORM
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Address your Business Needs with 9.2
What is your business telling you?
• “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 from
current paper-based ones.”
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Use 9.2 to provide True Business Value
Improve Period Close with Real time
GL to sub-system reconciliation and
Collaborative Portals
Control Data Accuracy and Improve
Data Entry Speed via Combination
Editing & SpeedCharts
PeopleSoft 9.2
can Transform
your Business
Comply and Control – Implement
Financials Audit Framework
Secure your enterprise data with
PeopleTools Encryption
Collaborate – With employees,
suppliers, customers, partners
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QuestDirect.org
Strike a Balance (If you can)
• Balancing business priorities
with existing projects and
support:
• A common theme across
most organizations
• Upgrade and Transform
• Extend and Integrate
• Tactical needs overtake
• Optimize and Tune
strategic priorities,
• Business priorities supersede
optimization efforts
• Manage IT Spend
• Support Existing Apps
• Manage Change
• Lack of resources or
knowledge internally to
discover and take advantage of
new release features that add
business value
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QuestDirect.org
Use 9.2 to Extend and Integrate
HCM and ELM – Use 9.2 to Extend and Integrate
• 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
mobile
applications
Financials
• Use 360 degree view to get full visibility into employee training
•
Use 9.2 to improve your Financial Control and Reporting Business Processes
•
Extend Financial Audit Framework to track changes to supplier core data
Supply Chain
•
Extend and integrate with suppliers through SRM
•
Leverage pre-built Operational Analytics/Metrics
Portals – Push information to your employees and communities within your organization
in real time. Give them a platform to collaborate and share.
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QuestDirect.org
PeopleSoft 9.2
Upgrade Planning and Approach
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Approaching your Transformation
Business Readiness
• Maintenance/Support Fatigue?
• Upgrade Nightmares from the past?
• Budgetary Challenges?
IT Readiness
• Is your platform scalable?
• Do you need to upgrade hardware/software?
• Are you ready to support new tools and technologies?
Change Management
• 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?
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QuestDirect.org
Navigate the maze of options
At a glance
• What are some of the new features in 9.2?
• How can your organization benefit?
• When should you upgrade?
In-depth
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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?
Astute Business Solutions
QuestDirect.org
The Road(map) to Transformation
The Health Check for to 9.2 is a low-cost, actionable examination of the
three areas critical to any upgrade project:
Business Needs Analysis:
• Review current implementation, configurations and code
• Review pain points – what’s working and what’s not
• Review wish lists – must have, nice to have
Organizational Analysis:
• 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?
Technology 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?
For details, please visit http://beastute.com/services/strategicconsulting/health-check
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QuestDirect.org
Jump Start your Transformation with a 9.2
Readiness Assessment
WHAT?
WHY?
• High-level assessment of current state including technology,
process and business needs
• Broad-stroke view of upgrade plan, challenges, and risks
• Jump-start your upgrade planning efforts
• Get data points to support the “transform” approach
• Do it now – get a head start
WHEN?
• Get a summary upgrade roadmap tied to your business goals
and IT initiatives
• Get clearly defined next steps to achieve stated goals
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Jump right in! Get a 9.2 Sandbox
We have 9.2 up and running –
get your own instance provisioned instantly by Astute today
• Take it for a test drive and checkout new features
• Consult with our experts - we can prototype new release features mapped
to your business requirements and showcase them to you
• See it in action – we can configure the Sandbox to mimic some of your
processes and showcase them to you
Consider a Lab Upgrade – Save time and money and let our
experts do the heavy lifting for you
• For details, please visit http://beastute.com/solutions/astute-labs
• Visualize your organization on 9.2 - We can design, prototype, test and
demonstrate new release features as part of your Lab Upgrade and give you
access to test it online
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QuestDirect.org
Company Profile
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QuestDirect.org
Who we are
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•Corporate Overview
Competency Overview
• Oracle Partner – Focused on
PeopleSoft,
Oracle EBS, OBIEE
• Experts and Leaders - in PeopleSoft
HCM, FSCM, CRM, EPM, Portals,
Campus Solutions and ESA
• Clients and Operations in USA,
Canada,
Middle East and India
• Global Delivery Model
•
Upgrade – Experienced in 8.x and 9.x
upgrades, Tools Upgrades
• Implementation – New Implementations,
Global Rollouts, Multi-currency, Consolidation
• Support – 24x7 Application Support –
Functional, Technical, Development
• Assessments– Security, Upgrade Impact
Analysis, Health Check, Architecture and
Sizing
• Process – Process Optimization and
Performance Improvement
Astute Business Solutions
QuestDirect.org
ORACLE Partner
IT Services
PEOPLESOFT Experts
Strategy Consulting
– Impleme
nt
– Upgrade
– Maintain
– Transfor
m
Industries
Solutions
•
GRC
•
Healthcare
•
90-Day Upgrade
•
Health Checks
•
Higher Education
•
Data Spii
•
Process Optimization
•
Professional Services
•
Manager Dashboard
•
IT Roadmap
•
Financial Services
•
Fast Track
I T
Enterprise Solutions
S E R VI CES
Domain Expertise
Products & Solutions
•
Software Implementations From Concept to Go-Live
•
Human Capital, Financials,
Supply Chain, CRM
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Fast Track – PeopleSoft
Upgrade Impact Analyzer
•
Upgrades and Maintenance –
Application Upgrades,
Patches/Fixes, Tools
Upgrades, DB Upgrades
•
Governance, Risk and
Compliance (Data Privacy)
•
•
Business Intelligence –
Analytics, Reporting, Data
Warehouses
Data SPII - Data Privacy
Solutions for PeopleSoft and
Oracle
•
Health Check for Upgrade
•
Smart Watch Application
Support Services
•
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FUSION APP Leaders
Application Outsourcing –
Support and Maintenance
•
Content Management –
Integration and Automation
Astute Business Solutions
QuestDirect.org
Implement
• Configure, Enhance
• Extend, Integrate
Augment
Maintain
• Temporary Staffing
• Contract to Hire
• Upgrade
• Support
Consult
Transform
• Analyze
• Recommend
• Process
• Performance
CR
M
Portals
Financial and
Supply Chain
Management
Human Capital
Management
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PeopleSoft Expertise
Astute Business Solutions
QuestDirect.org
Campus
Solutions
Customer
Relationship
Management
http://www.beastute.com
QuestDirect.org