Top 10 Reasons to Upgrade
your PeopleSoft HCM
Application to 9.2
Presented By: Arvind Rajan
Peoplesoft@beastute.com
http://www.beastute.com
QuestDirect.org
Agenda
• Introductions and Overview
• PeopleSoft 9.2 – A significant new release
• High Impact Features in HCM 9.2 / Tools 8.53
• Don’t Just Upgrade – Transform
• Top 10 Reasons to Upgrade to HCM 9.2
• Plan Your Upgrade with a Health Check
• Q&A – Next Steps
2
Astute Business Solutions
QuestDirect.org
Speaker Bio
Arvind Rajan
• 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.
3
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
4
Astute Business Solutions
QuestDirect.org
Oracle’s Long Term View on
PeopleSoft
PeopleSoft 9.2
PeopleSoft 9.3
9.2 Feature Packs
2013
9.3 Feature Packs
2014
2015
2016
PeopleTools 8.54
PeopleTools 8.53
Ongoing Delivery of
Off-Cycle capabilities
PeopleSoft 9.4
9.3 Feature Packs
2017
PeopleTools 8.56
PeopleTools 8.55
PeopleTools 8.57
PeopleTools Releases &
Feature Packs 12-18
months
Astute Business Solutions
QuestDirect.org
2019
PeopleTools 8.58
NOTE: Information shown here is subject to change by Oracle
5
2018
PeopleTools 8.59
Major Releases
Every ~3 Years
What should you expect from
9.2?
6
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 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.
7
Benefits
508 Compliance, Life Events Guided Process, Benefit Enrollment
Statistics
Talent Management
and CG
Redesigned Candidate Gateway 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
Astute Business Solutions
QuestDirect.org
Interaction Hub for 9.2/Tools 8.53 - Example
From a single
company branded
home page, users
can access any
transaction across
HCM, ELM, and
HR HelpDesk.
Through the latest
version of
PeopleTools, is
available to all
customers without
the need for any
additional license
Search – Quick
search on JO’s
and Applicants
(configurable)
8
Astute Business Solutions
QuestDirect.org
A configurable
end-user
experience
with
embedded
help
Recruiting Dashboard - Example
My Job Openings –
Role based view for
recruiter in this example
Search – Quick
search on JO’s
and Applicants
(configurable)
9
Astute Business Solutions
QuestDirect.org
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
1
0
Security
Administration
Secure by Default initiative – salt-enabled user passwords,
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
Astute Business Solutions
QuestDirect.org
Don’t just upgrade TRANSFORM
1
4
Astute Business Solutions
QuestDirect.org
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.”
1
2
Astute Business Solutions
QuestDirect.org
Strike a Balance (If you can)
• Balancing business priorities
with existing projects and
support:
• Upgrade and Transform
• Extend and Integrate
• A common theme across
• Optimize and Tune
most organizations
• Tactical needs overtake
• Manage IT Spend
strategic priorities,
• Support Existing Apps
• Business priorities supersede
• Manage Change
optimization efforts
• Lack of resources or
knowledge internally to
discover and take advantage of
new release features that add
business value
1
3
Astute Business Solutions
QuestDirect.org
Use 9.2 to Extend and Integrate
HCM and ELM –
• 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.
1
4
Astute Business Solutions
QuestDirect.org
HCM 9.2 Features
and Innovations
that can
TRANSFORM
1
4
Astute Business Solutions
QuestDirect.org
#10 – Global Search HCM
•
What
–
–
–
–
A search experience that functions similarly to the
internet
Can span multiple apps
Enables users to transact on search results
Facets to narrow result sets,
•
How
–
Delivered as well as configurable search indexes
–
Driven by user security access
–
Enterprise wide Related Actions feature
•
Transformation Note/Analysis
–
Many enhancements feature in 9.2
–
Application level (in 9.1) to Enterprise Wide (in 9.2)
–
Initiate business processes from search results
–
Productivity increase
QuestDirect.org
Astute
Business
#9 – Improved Recruiting Solution
What
•
Recruiting Dashboard brings together Candidate
and Job Opening Data
•
Job Application using Train Stops, Password
Controls, Recruiting Pivot Grids
How
•
New Welcome screen for candidate with the
option to customize welcome message.
•
Enhanced Job Search functionality for applicant
•
Step by step navigation that guides the applicant
through the application process when applying
for a job
•
•
Transformation Note/Analysis
One stop access to Alerts, Applicants, Job Openings, Interview
schedules – Better user experience
•
Quick Search Links within the Dashboard – Saves time and •
Embedded Analytics like Time-to-Fill right on
effort
the dashboard page – Actionable Information
QuestDirect.org
Astute
Business
#8 – ePerformance
•
•
Transformation Note/Analysis
Performance Management Workcenter lets the manager view performance document in a easy to
use, flexible and configurable page
•
Define Goals/Objectives and Rate or Comment them
•
Create mid period check points on the performance documents to initiate Employee-Manager
discussions
QuestDirect.org
Astute
Business
#7 – Integrated Compensation Management
What
•
Reporting and Analytics
capabilities of pivot grids
embedded with transactional
pages
•
Open Comp Cycle Changes
•
Improved usability for Ad Hoc
Salary Change
•
Comp History with embedded
charts
•
Transformation Note/Analysis
•
Deployed with security, No end-user training necessary
•
Improved user satisfaction, increased application/tools
leverage
QuestDirect.org
Astute
Business
#6 – HCM Analytics
What
Delivered Pivot Grids
•
•
Easily configurable new grids
•
Access, view, analyze, drill down, take
action
•
Standard Reports
•
OBI Analytics
•
Embedded Analytics
•
•
Includes transactional analytics
Transformation Note/Analysis
•
Empower users while maintaining data security
•
Interactive
•
No need to export data for further analysis
QuestDirect.org
Astute
Business
HCM Analytics - Example
QuestDirect.org
Astute
Business
#5 – Learning Dashboard
•
What
•
Learning Homepage
•
Intuitive Learning Search
•
Enhanced Self Service
•
Activity Guides
Transformation Note/Analysis
QuestDirect.org
Astute
Business
•
ELM 360 degree view
•
Learning Pivot Grids
•
Enhanced ELM/HCM Integration
#4 – Mobile Capabilities
•
What
–
PeopleTools 8.52 is certified on the Safari
browser on an iPad running version 4.2 or
later
–
Ability to user dashboards and workcenters
on your iPad
–
No need to wait for development of a native
iPad App
•
How
–
Access almost any transaction that can be
accessed on a desktop
•
Transformation Note/Analysis
–
Portability enhances acceptance,
productivity, user experience
QuestDirect.org
Astute
Business
•
What
#3 – Outlook Integration
– As simple as entering a self-service absence
request using PeopleSoft
– Enables you to manage personal and
absence events all in one single calendar
– Time reporting reconfigured
•
How
–
Request and view status of an Absence Request from
within Outlook
–
View current balance in Outlook
–
Delivered Dynamic Display definition – can be
configured to meet business needs
•
Transformation Note/Analysis
–
Brand new in 9.2 – Much awaited feature
–
Request and view status of an Absence Request from
within Outlook
QuestDirect.org
Astute
Business
#2 – Paycheck Modeler
•
What
–
Allows employees to calculate ‘what-if’
scenarios related to their paycheck
without updating Production tables
–
Configurable by paygroups, time
allows for updates, and specific
earnings deductions etc.
•
How
–
With a highly intuitive user interface
–
System validations in place even while
modeling
–
Pulls in real-time employee pay data
•
Transformation Note/Analysis
and brings our estimates with drill
•
Brand new in 9.2 – Much awaited feature
down capability
•
Empowers employees with ability to plug in scenarios before
making payroll changes
•
Reduces workload on Support Centers and Help Desks
QuestDirect.org
Astute
Business
#1 – Benefit Life Events
•
What
–
Based on Tools 8.53 feature, Activity Guides
–
Supports end-to-end HR and Benefits Business
processes
–
4 delivered Activity Guides
•
How
–
Step-by-step action links guide user to implement
benefit life event to their profiles
–
Actions could allow for updates to PS pages,
custom pages or external website pages
–
Ensures uniform compliance, data integrity
•
Transformation Note/Analysis
–
Newly transformed feature in 9.2 – Much awaited
–
Empowers Self Service capability for better
employee experience
QuestDirect.org
Astute
Business
Upcoming Events on PeopleSoft HCM 9.2
Topic
Date
PeopleSoft HCM 9.2 Upgrade Health
Check
August 7th 2013
Live Demonstrations of HCM 9.2/Tools
8.53
At RECONNECT Conference, July 2325, Chicago, IL
th
PeopleSoft HCM 9.2 Upgrade in 4 weeks or Jun 7 2013
less – Astute Labs
2
7
Astute Business Solutions
QuestDirect.org
Want more?
Additional Resources on PeopleSoft HCM 9.2 are available at
Guides and Fact Sheets
http://beastute.com/resources/guides-and-fact-sheets
HCM 9.2 eBook containing analysis of 9.2 features and transformations
http://beastute.com/fscm-ebook-sign-up
Oracle Blogs – PeopleSoft Technology Blog and PeopleSoft Apps Strategy Blog –
https://blogs.oracle.com
Oracle PeopleSoft Channel on YouTube http://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg
FAQ’s on PeopleSoft Test Framework in PeopleTools 8.53
http://beastute.com/sites/default/files/guides-fact-sheets/FAQPeopleSoftTestFramework_0.pdf
1
3
QuestDirect.org
Astute
Business
PeopleSoft 9.2
Upgrade Planning and
Approach with a Health Check
1
9
Astute Business Solutions
QuestDirect.org
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?
3
0
Astute Business Solutions
QuestDirect.org
A brief guide to 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
•
•
•
•
•
3
1
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
3
2
Astute Business Solutions
QuestDirect.org
with a 9.2 Health Check
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
3
3
Astute Business Solutions
QuestDirect.org
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
3
4
Astute Business Solutions
QuestDirect.org
• Q&A
QuestDirect.org
Astute
Business
Company Profile
2
5
Astute Business Solutions
QuestDirect.org
About Astute Business Solutions
Who we are
3
7
•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
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
3
8
PeopleSoft Expertise
Astute Business Solutions
QuestDirect.org
Campus
Solutions
Customer
Relationship
Management