PeopleSoft Roadmap
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 6. PeopleSoft Works in Your Users’ WorldGlobal Search and Related Actions Restricted to event use only.
- 7. Process Oriented - Supplier On-Boarding Visually Guided Processes w/ Activity Guides and Train Stops Restricted to event use only.
- 8. Slice/Dice Real Time Financial Information with Related Actions Restricted to event use only.
- 9. Access to Actionable Information Financial Dashboards • General Ledger • Accounts Payable • Billing Manager • Accounts Receivable Restricted to event use only. 9 Restricted to event use only.
- 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 Restricted to event use only.
- 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) Restricted to event use only.
- 12. Transform the Information Flow Supplier Comparative Analysis Compare Suppliers Metrics to Compare Restricted to event use only.
- 13. Simplified ProductivityPeopleSoft WorkCenters – One Stop Shop for Financial Operations Restricted to event use only. 13 What you need to DO Where you need to GO How you DO IT Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 24. High Adoption of PeopleSoft Live PeopleSoft 9.2 Customers Restricted to event use only.
- 25. The Transformation of PeopleSoft Then, Now, and Next Restricted to event use only.
- 26. Restricted to event use only. User Experience Then PeopleSoft 8.9 (2004) Restricted to event use only.
- 27. Restricted to event use only. 27 User Experience Now PeopleSoft 9.2 (2013) Restricted to event use only.
- 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 Restricted to event use only.
- 30. PeopleSoft Fluid User Interface Modern, Intuitive Role Based Homepages • Executives • Team Managers • Employees • Project Managers • Cash Managers • Procurement Managers Restricted to event use only.
- 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 Bank View Restricted to event use only.
- 32. Increase Stakeholder Value Centralized Approvals & Notifications 32 One View Across PeopleSoft Simple One Click Access Actionable Drill Down for Details Restricted to event use only.
- 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 Restricted to event use only.
- 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 34 Non ExhaustiveRestricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 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 Restricted to event use only.
- 44. PeopleSoft Strategy and Update Key Points •Transformation of PeopleSoft •New Low Cost Delivery Model •Continued Investment in PeopleSoft Restricted to event use only.
- 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 Restricted to event use only.
- 46. Questions and Answers Restricted to event use only.
- 47. Please Complete the Session and Meeting Evaluations Thank You!