QuestDirect.org

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Co-Founder and PeopleSoft Practice Lead at
Astute Business Solutions
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PeopleSoft Solution Architect with 15 years of experience in implementing, upgrading and managing PeopleSoft applications
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Experienced in PeopleSoft HCM, FSCM, CRM,
EPM, CS and Portals for Healthcare, Higher
Education, Financial Services, Distribution,
Manufacturing, Professional Services and Non-
Profit organizations
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Recent speaking engagements include Oracle
Open World, Quest Midwest, DMUG, NorCal
RUG, Collaborate and many others.
Astute Business Solutions QuestDirect.org

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PeopleSoft 9.2 – A significant new release
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High Impact Features in 9.2 / Tools 8.53
• Don’t Just Upgrade – Transform
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Planning Your Upgrade
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Q&A – Next Steps
Astute Business Solutions QuestDirect.org

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IDC Report: PeopleSoft Leaps Forward with Impressive 9.2 Release
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10 major Innovations in PeopleSoft 9.2
(Oracle PeopleSoft Apps Strategy Blog) like Actionable Analytics, WorkCenters and Dashboards, Navigation with Search and Related Items
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Simpler and Intuitive, Lower TCO
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Mobile Solutions for HCM and FSCM 9.2
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Astute Business Solutions QuestDirect.org

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
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Astute Business Solutions QuestDirect.org

Functional Area High Impact Features and Enhancements
General Ledger
Treasury and Cash Management
Asset Management
Expenses
Order to Cash
Improved sub-system reconciliation, Chartfield Request and Approval,
Mass GL Journal Approval, KK Enhancements
Integration of Global Payroll to Financial Gateway, Cash Forecasting,
SEPA Payment Formats, Approval Workflow
Enhanced Disposal Worksheet, Enhanced AP and PO Integration to AM,
Simplified searching of assets
New browser and mobile interfaces, Expense Report Withdrawal,
Expense Report Visual Status Depiction
Price Book, Supply and Demand WorkCenter, Operational Metrics (Orders on hold past ship date, average time to pick/pack/ship)
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Astute Business Solutions QuestDirect.org

My Dashboard –
Summary info on invoice flow with supporting analytics
My Work – Realtime updates on pending tasks and work items
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My Links -
Navigate quickly to frequently used links
Astute Business Solutions QuestDirect.org

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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Astute Business Solutions QuestDirect.org

My Job Openings –
Role based view for recruiter in this example
My Alerts –
Real-time alerts on my jobs and applicants
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Search – Quick search on JO’s and Applicants
(configurable)
Astute Business Solutions QuestDirect.org

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
Secure by Default initiative Security
Administration
Embedded Help Configurable page specific help (instructions) to speed up tasks, New Online
Help with embedded media and interactivity BPM’s
Redesigned Reporting Console and My Reports Pagelet, Chart and Pivot
Grid enhancements
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Reporting and
Analysis
Enhancements
User Interface New look and feel, Related Actions/Content, WorkCenters, Dashboards,
Activity Guides
Astute Business Solutions QuestDirect.org

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Astute Business Solutions QuestDirect.org

• “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 paperbased ones.”
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Astute Business Solutions QuestDirect.org

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
Comply and Control – Implement
Financials Audit Framework
Secure your enterprise data with
PeopleTools Encryption
Collaborate – With employees, suppliers, customers, partners
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Astute Business Solutions QuestDirect.org

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Balancing business priorities with existing projects and support:
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A common theme across most organizations
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Tactical needs overtake strategic priorities,
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Business priorities supersede optimization efforts
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Lack of resources or knowledge internally to discover and take advantage of new release features that add business value
• Manage IT Spend
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Support Existing Apps
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Manage Change
• Upgrade and Transform
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Extend and Integrate
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Optimize and Tune
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HCM and ELM
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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
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• 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
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• 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.
Astute Business Solutions QuestDirect.org

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Astute Business Solutions QuestDirect.org

Business Readiness
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Maintenance/Support Fatigue?
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Upgrade Nightmares from the past?
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Budgetary Challenges?
IT Readiness
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Is your platform scalable?
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Do you need to upgrade hardware/software?
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Are you ready to support new tools and technologies?
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Change Management
• Do you know what’s coming in 9.2?
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Do you have a roadmap to get there?
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How can you help business and IT cope with the change?
Astute Business Solutions QuestDirect.org

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At a glance
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What are some of the new features in 9.2?
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How can your organization benefit?
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When should you upgrade?
In-depth
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9.2 What’s been added / deleted / changed?
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Would you like to compare 9.2 with 9.1? 9.0? 8.9?
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Will 9.2 solve your current problems? How can you find out?
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What do you need to do to prep for this upgrade?
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What are some dependencies that you should address?
Astute Business Solutions QuestDirect.org

The Health Check for to 9.2 is a low-cost, actionable examination of the three areas critical to any upgrade project:
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Business Needs Analysis:
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Review current implementation, configurations and code
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Review pain points – what’s working and what’s not
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Review wish lists – must have, nice to have
Organizational Analysis:
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What can we transform as part of this upgrade?
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How do we enable Business and IT to manage this change?
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Do we have executive sponsorship?
Technology Analysis:
• Infrastructure Upgrade? What’s required?
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Code retrofit and migration – what’s involved?
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New toolset – Portals, Web Services, Social, Collaboration – what should we look at?
For details, please visit http://beastute.com/services/strategicconsulting/health-check
Astute Business Solutions QuestDirect.org

• 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
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• Do it now – get a head start
• Get a summary upgrade roadmap tied to your business goals and IT initiatives
• Get clearly defined next steps to achieve stated goals
Astute Business Solutions QuestDirect.org

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We have 9.2 up and running – get your own instance provisioned instantly by Astute today
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Take it for a test drive and checkout new features
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Consult with our experts - we can prototype new release features mapped to your business requirements and showcase them to you
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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
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For details, please visit http://beastute.com/solutions/astute-labs
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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
Astute Business Solutions QuestDirect.org

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Astute Business Solutions QuestDirect.org

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• 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,
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Global Rollouts, Multi-currency, Consolidation
Support – 24x7 Application Support –
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Functional, Technical, Development
Assessments – Security, Upgrade Impact
Analysis, Health Check, Architecture and
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Sizing
Process – Process Optimization and
Performance Improvement
Astute Business Solutions QuestDirect.org

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ORACLE Partner PEOPLESOFT Experts
IT Services
– Impleme nt
– Upgrade
– Maintain
– Transfor m
Strategy Consulting
• GRC
• Health Checks
• Process Optimization
• IT Roadmap
Industries
• Healthcare
• Higher Education
• Professional Services
• Financial Services
FUSION APP Leaders
Solutions
• 90-Day Upgrade
• Data Spii
• Manager Dashboard
• Fast Track
Enterprise Solutions
• Software Implementations -
From Concept to Go-Live
• Upgrades and Maintenance –
Application Upgrades,
Patches/Fixes, Tools
Upgrades, DB Upgrades
• Application Outsourcing –
Support and Maintenance
I T S E R V I C E S
Domain Expertise
• Human Capital, Financials,
Supply Chain, CRM
• Governance, Risk and
Compliance (Data Privacy)
• Business Intelligence –
Analytics, Reporting, Data
Warehouses
• Content Management –
Integration and Automation
Astute Business Solutions QuestDirect.org
Products & Solutions
• Fast Track – PeopleSoft
Upgrade Impact Analyzer
• Data SPII - Data Privacy
Solutions for PeopleSoft and
Oracle
• Health Check for Upgrade
• Smart Watch Application
Support Services

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Augment
• Temporary Staffing
• Contract to Hire
Consult
• Analyze
• Recommend
Implement
• Configure, Enhance
• Extend, Integrate
Maintain
• Upgrade
• Support
Transform
• Process
• Performance
Financial and
Supply Chain
Management
CR
M
Portals
Campus
Solutions
Human Capital
Management
PeopleSoft Expertise
Astute Business Solutions QuestDirect.org
Customer
Relationship
Management

h t t p : / / w w w . b e a s t u t e . c o m
QuestDirect.org