Transcription

PeopleSoft of Today andTomorrow—Intuitive,Powerful, and EasyPeopleSoft Investment Strategy and RoadmapMarc WeintraubSenior Director, Product StrategyPeopleSoftNov 2015Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only1

Safe Harbor StatementThe following is intended to outline our general product direction. It is intended forinformation purposes only, and may not be incorporated into any contract. It is not acommitment to deliver any material, code, or functionality, and should not be relied uponin making purchasing decisions. The development, release, and timing of any features orfunctionality described for Oracle’s products remains at the sole discretion of Oracle.Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only2

Oracle Applications StrategyThree Core, Concurrent StrategiesPractical Path tothe CloudNext Generation Cloud-CentricDevelopment and AcquisitionApplicationsUnlimitedDevelop programs and supportfor customers to adopt cloud ontheir terms with less riskDevelop next generation, best-in-classcloud solutions including: SaaS, IaaS,PaaS, and DaaSCommitment to all customersto enhance and supportexisting applicationsCopyright 2015 Oracle and/or its affiliates. All rights reserved. Restricted to customer use only.3

What Have We Been Up To?The PeopleSoft Team Has Been Busy 650 Fluid User Interface Pages and Transactions 250 New Features Delivered 14 Update Images for HCM and FMS/SCM 300 Focus Group Meetings/Year 130 CAB Members 2,000 Customer Interactions/Year 300k Person Days/Year Spent on PeopleSoftCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only4

What Have PeopleSoft Customers Been Asking For?Customer Driven Investment StrategyA modern, simple, and intuitive user experiencefor mobile devices and desktops.Configuration, personalization and contextuallyrelevant information.Deeper application functionality.Lower operating costs and increased businessagility through new PeopleSoft capabilities.Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only5

User ExperiencePeopleSoft Fluid User Interface DeliverablesHCMERP Manager Self-Service HomepageMy Team View and AnalyticsGuided Self-ServiceTeam Time ViewTeam Performance ViewPerformance Status ViewTeam Learning ViewLearning Compliance ViewOpen Jobs ViewEmployee Self-Service HomepagePersonal Profile ViewTalent Profile ViewTotal Rewards and Benefits ViewTime View and EntryCompany DirectoryMy Performance ViewAbsences View and EntryMy Learning ViewMobile PaycheckAbsence AnalyticsApprovalsPurchase RequisitionTravel AuthorizationEmployee Status ReportingExpense ReportingProject Time EntryApprovalsMy Service RequestsProcurement Operations HomepageSupplier Watch ListPurchase Order SpendRequisition Cycle TimesProject Manager HomepageProject Profit Margin ViewMy Project Team ViewResource LocatorProject FinancialsCash Manager HomepageOverdrawn Account ViewLiquid Position ViewInvestment and Debt Mix ViewAvailable vs. Forecast BalancesCash ForecastCopyright 2015 Oracle and/or its affiliates. All rights reserved. NonExhaustive

Lower Costs and Increased AgilityPeopleSoft Selective AdoptionWhat Has Changed Multiple “releases” (i.e. Update Images) ayear without requiring upgrades2020 20192018201720162015 Continuous feature development anddelivery on a single code line More agile and flexible feature developmentto address changing customer needsImpact to You No upgrades mean lower costs, lessdisruption, and better ROI Accelerated time-to-value and greaterresponsiveness to line-of-business needs More relevant engagement with PeopleSoftproduct teamCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only7

Learn About Best Practices and Maintenance StrategiesPeopleSoft Update Manager (PUM) HomepageLearn more at PeopleSoft Update Manager (PUM)Homepage on My Oracle Support [login required]Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential –8

Delivering Features250 New Features Delivered Over 14 Updates70New Features by PeopleSoft Update Image# of New 0#11#12#13#14#15Update Image #Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only9

Delivering FeaturesNonExhaustive250 New Features Delivered Over 14 UpdatesHCMHCMHCM Time and Labor Alerts Framework Employee Homepage and Manager Homepage* Mobile Company Directory* Life Events Delegations Mobile Time Entry and Mobile Absence Request* Affordable Care Act (ACA) Shared Responsibility Employee Photo Uptake Guided Self-Service* Mobile Paycheck/Payslip* Global Payroll Self-Service Reporting Framework Absence Management Dashboard Guided Self Service Enhancements HTML Email Approvals Eight (8) New Absence Management Analytics* Additional Mobile* and HTML Email Approvals Global Payroll Country Extension Enhancements Mobile Approvals* Auto-Enrolment within Time and Labor Performance Management Enhancements WorkCenter for Payroll for North America Recruiting Enhancements (Attachments, Print, etc) Legislative Changes and Tax Updates Time and Labor Dashboard for PeopleSoft In-MemoryLabor Rules and Monitoring Additional Embedded Analytics* WorkCenters for: Cash and Treasury, AssetManagement, Projects, Contracts, Grants, and Staffing Recruiting and Learning Enhancements Payroll for North America Integration to Oracle HCM CloudERP Mobile Expense ReportingERP Mobile Time Entry for Projects WorkCenters for: Expenses, Resource Management,Supply and Demand, and Strategic Sourcing Asset Management Dashboard Project Manager Homepage* Self-Service Payment Request Cash Management Homepage* User Defined Fields within Requisitioning Supplier 360 Initial PeopleSoft Real-Time Bottom Line Solutions Mobile Requisitioning* Additional Embedded Analytics Supplier Contracts Workbench External Financial Transactions Clearinghouse Mass Transaction Manager Treasury Fair Value Accounting Business Process WeaverERP Mobile Travel Authorizations* Online Supplier Profile Change Request Comprehensive Supplier Portal Additional PeopleSoft Real-Time Bottom Line Solutions Incremental Close Process in General Ledger Contracts and Grants Setup Activity Guide Revenue Recognition and Lease Accounting Enhancements Configurable Data Export and Import Additional Embedded Analytics*2014 WorkCenter for: Pricing Manager Mobile Physical Inventory* Configurable Analysis Framework2013 Legislative Changes and Tax Updates Additional Embedded Analytics*20152016*leveraging PeopleSoft Fluid User InterfaceCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only10

Delivering FeaturesKeeping Up with What Has Been Delivered and What Is Planned for DeliveryPlanned Featuresand EnhancementsUpdate Image OverviewsCumulative Feature OverviewCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only11

What Are PeopleSoft Customers Asking For Now?No Surprise It’s More More of the modern, simple, and intuitive userexperience for more of my users.More personalization and configurability so I canhave it my way and get what I want, how I want it.More application functionality.More costs savings when I run and maintain myapplications.Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only12

PeopleSoft Investment StrategyFocus on Providing Customers More of What They Need to be SuccessfulProvide a modern and intuitive mobile and desktop userexperience for all users.Enable personalization and configuration to present users theinformation they want, how and where they want it.Deliver new application functionality and expand the capabilitiesof existing features.Allow customers to run, maintain, and update PeopleSoft at alower cost.Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only13

PeopleSoft Investment StrategyUser Experience and MobilityObjective: Provide a modern and intuitive mobile anddesktop user experience for all users.Strategy Make PeopleSoft Fluid User Interface the overall application navigation and userengagement framework Enlist a “Mobile First” design and development approach Standardize common patterns across PeopleSoft applications Expand scope beyond casual users to include “expert” users Ensure seamless co-existence between Fluid and Classic User InterfacesCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only14

How Are We Doing This?User Experience Innovations Powered by PeopleTools 8.55 and Beyond PeopleSoft Fluid UI Navigation for All Pages Master-Detail 2 Panel Layouts PeopleSoft Fluid UI Activity Guides Resizable, Interactive, and Push-Based Titles PeopleSoft Fluid UI WorkCenters Function-Centric ApplicationHomepages/Dashboards Tiles for Classic UI PagesCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only15

Let’s See It!PeopleSoft Demonstration Powered byPeopleTools 8.55 MobilityNative Phone AlertsFluid UI WorkCenterFluid UI Activity GuideSearchSimplified AnalyticsRelated ContentPersonalizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only16

User ExperiencePeopleSoft Fluid UI Activity GuidesCopyright 2015 Oracle and/or its affiliates. All rights reserved.

User ExperiencePeopleSoft Fluid UI WorkCentersCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted18

User ExperienceMaster-Detail 2 Panel LayoutsCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted19

User ExperienceResizable, Interactive, and Push-Based TitlesCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted20

User ExperienceResizable, Interactive, and Push-Based TitlesCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted21

User ExperienceFunction-Centric Application Homepages/DashboardsCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only22

User ExperiencePeopleSoft Fluid User Interface DeliverablesHCM ERPExpanded 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 Workforce Availability Employee 360 Onboarding/OffboardingUpdatable State W4ePRO Self-Service ReceivingMobile Line Level ApprovalsExpanded Mobile ePROPO AcknowledgementSupplier SurveysFinancial Operations HomepagesFinancial Productivity VisibilityExecution of Cash MovementsMobile Payment RequestExpanded Mobile ExpensesMobile GrantsAsset Tracking/Physical InventoryMobile FinancialsItem Collection DaysInvoice Cycle TimesPayables Time to DiscountSelf Service Supplier CollaborationSelf Service Customer CollaborationFinancial Structure Change RequestCopyright 2015 Oracle and/or its affiliates. All rights reserved. NonExhaustive

PeopleSoft Investment StrategyInformation Delivery and Personalization/ConfigurationObjective: Enable personalization and configuration topresent users the information they want, how and wherethey want it.Strategy Drive navigation through interactive information Present information when and where it is contextually relevant Enable end-users to easily create and publish their own contextually relevant analytics Facilitate deeper levels of application personalization Allow significantly greater application configurationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only24

Right Information in the Right PlaceRelated Content Display relevant informationIn context to transactionInternal or external contentInteractive/clickable contentNo need for IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted25

End-User Defined AnalyticsSimplified Analytics End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted26

End-User Defined AnalyticsSimplified Analytics End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted27

Have It Your WayEasily Configurable Approvals Tailor layout of approvals Modify existing approvals oreasily create new ones Drag and drop fields Edit display labels No needfor IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted28

Have It Your WayEasily Configurable Approvals Tailor layout of approvals Modify existing approvals oreasily create new ones Drag and drop fields Edit display labels No needfor IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted29

Have It Your WayEasily Configurable Approvals Tailor layout of approvals Modify existing approvals oreasily create new ones Drag and drop fields Edit display labels No needfor IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted30

Have It Your WayMy Preferences Control information displayed Single-stop management of allpreferences Contextually tied to transactions Consistency across applications No need for IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted31

Have It Your WayMove from Paper to PeopleSoft Manual Inefficient Error Prone Lacking Control Little Visibility Under Utilizing IT AssetsCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only32

Have It Your WayForms and Approval Builder (Fluid UI) Create new mobile ready formsUse workflow and approvalsDrag and drop fieldsPublish to homepage as titles orto NavBar No need for IT or customizationCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Internal/Restricted/Highly Restricted33

PeopleSoft Investment StrategyRobust Features and FunctionalityObjective: Deliver new application functionality andexpand the capabilities of existing features.Strategy Simplify business process execution Increase productivity for expert users Deliver key industry specific capabilities Prioritize enhancements based on customer feedback Ensure legal and regulatory complianceCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only35

Robust Features and FunctionalityNonExhaustiveRoadmap for PeopleSoft HCMIntuitiveExpansion of Guided Self ServiceOnboarding/OffboardingMatrix Teams Manager and Employee Self Service Manager Creates Dotted Line Relationships Visualized in Company DirectoryAdditional and Non-Job Data TransactionsConfigurable FieldsHR Administrator Approvals, Review, and EditContextual AnalyticsHR Administrator HomepagePayroll Employee Self Service Additional Direct Deposit EnhancementsGuided ProcessesChecklistsReview TransactionsAdoption of New Notifications Framework Payroll for North America Global PayrollTime and Attendance For Managers For HR Administrators Centralized Employee Information Role Based Views View Multiple JobsStreamlined Processes for AdministratorsEmployee Presence MonitorMobile Approval for Reported and Payable TimeTime Entry Monthly/Weekly View EnhancementsPosition Management Guided Process Optimized for Mobile Devices Position Request/Creation Self Service Integration to Job Data Workflow ApprovalMobile LearningConfigurable Frameworks Search, Enrollment, and Training Execution Field Validation Framework Conditional Navigation Framework Enhanced and Mobile Enabled Activity GuidesMobile RecruitingEasyPayroll WorkCenter ExpansionEmployee Side by Side CompareEmployee 360 ViewPowerfulConfigurable Guided Process via Activity GuideWorkflow Approval by Individual StepAlerts and NotificationsMobile EnabledNew and Enhanced Total RewardsBenefits Administration Dependent and Beneficiary New Open EnrollmentTalent Management Self Service via PeopleSoftFluid User Interface Succession Planning Performance ManagementAdditional Analytics Manager Team AnalyticsHR Administrator AnalyticsAbsence Administrator AnalyticsPayroll Administrator AnalyticsHR Help Desk AnalyticsExpansion of Mobile ApprovalsHR Help Desk- Employee Relations / Secure Case- Self Service Case CreationIntegrations ExpansionCopyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only36

Robust Features and FunctionalityNonExhaustiveRoadmap for PeopleSoft ERPIntuitiveOperational EfficienciesGreater Supplier Lifecycle ManagementAdditional Analytics Additional WorkCenters (Financial Close, PricingManager, 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 Supplier Collaboration Expansion Supplier Qualification, Scorecarding, andPerformance Management Supplier Portal Enhancements Take Actions to Simulate and Move Funds Simulate Financial PositionOracle Transaction Business IntelligenceExpanded MobilityPowerful Payables Operations HomepageCredit to Cash HomepageSupplier Self Service in eSettlementsCustomer Self Service in eBill PaymentReceivingInventory ManagementAsset ManagementExpensesExpansion of Mobile ApprovalsGreater VisibilityEasy Supplier 360 and Customer 360 utilizing PeopleSoftConfigurable Analysis Framework Financial Balances HierarchyConfigurable Frameworks Field Validation FrameworkConditional Navigation FrameworkBusiness Process WeaverEnhanced and Mobile Enabled Activity GuidesMass Transaction ManagerEnhanced and Mobile Enabled Forms and ApprovalBuilderCash Management Expansion of In-Memory Real-Time Bottom LineSolutions Side by Side Simulation Compare Actionable Simulation Visibility and AnalyticsImaging Capture and ProcessingExpenses vs. BudgetTop Departmental ExpensesExpenses Audit RisksExpenses with ExceptionsBillable vs. Non-Billable Time and ExpensesRevenue vs. ForecastTop Businesses by RevenueProfit and Loss for the PeriodInvoice Cycle TimesPayables Time to DiscountAP and AR Productivity VisibilityItem Collection