© 2007 Oracle Corporation – Proprietary and Confidential
Welcome and Keynote Address
Applications Unlimited for PeopleSoft Enterprise
Safe Harbor Statement
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle’s Applications Strategy
Serve PeopleSoft Customers By Delivering…
COMMITMENT To PeopleSoft Applications
VALUE From The Most Current Release
OPPORTUNITIES Now And In The Future
© 2007 Oracle Corporation – Proprietary and Confidential
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COMMITMENT.
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle’s Applications Strategy
Applications Unlimited For PeopleSoft Enterprise
Oracle’s plan to continue providing ongoing enhancements
to current PeopleSoft Enterprise applications beyond
the delivery of Oracle Fusion Applications
FUSION
© 2007 Oracle Corporation – Proprietary and Confidential
Latest Release
Next Release
Version 9.0
Version 9.1
Unlimited
Unlimited
Oracle’s Applications Strategy
Applications Unlimited Delivers More…
More Choice
• Remain On Existing Applications
• Upgrade To New Releases
• Deploy Additional Modules
• Adopt Fusion Technology
More Visibility
• Customer-Driven Product Roadmaps
More Value
• Dedicated Development Teams
• Continued Product Releases
More Time
• No Forced Upgrades
© 2007 Oracle Corporation – Proprietary and Confidential
• Oracle Lifetime Support
Serving PeopleSoft Customers
Dedicated PeopleSoft Development Team
Team Charter
• High quality production support so that our customers can run their
businesses with the highest degree of software service.
• Increase the value of that investment through the delivery of high-value, low
risk software enhancements.
• Bring innovation to these customers through the delivery of Fusion
technology on the PeopleSoft Enterprise product platform.
Business Unit Scope
• Key Functions: Development, PeopleTools, QA, Doc/Curriculum Dev, and
Product Strategy
• All PeopleSoft Enterprise Applications
© 2007 Oracle Corporation – Proprietary and Confidential
Serving PeopleSoft Customers
Dedicated PeopleSoft Development Team
General Manager
Doris Wong
CRM Development Vice President
Andrea Ruiz
PeopleTools Development Vice President
Binu Mathew
HCM Development Vice President
Carolyn Cozart
Application Architecture & Technology Director
Mike Thompson
SCM Development Vice President
Stephanie Merenda
Information Development Director
Greg Parikh
FMS/ALM/ESA Development Vice President
Alex Man
Application Environments Vice President
Kim Green
EPM Development Vice President
Alex Man
Quality Engineering Senior Manager
Devamma Madappa
Product Strategy Vice President
John Webb
© 2007 Oracle Corporation – Proprietary and Confidential
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Steve Canter
Chief Information Officer,
Berlin Packaging
“Applications Unlimited brings tremendous value to Berlin
Packaging. Berlin has made a significant investment in
time, money, resources and energy into our PeopleSoft
applications. And they are a true cornerstone for our
ability to go actively into the market and to sustain a
competitive business advantage.”
CIO 100
Award Winner
© 2007 Oracle Corporation – Proprietary and Confidential
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Ted Weinrich
Director of MIS,
Larson Manufacturing
Distributors & Manufacturers
User Group
“Our user group is delighted to see Oracle continue to
invest in the PeopleSoft product lines. We also find great
value in the opportunity to engage directly with the same
development team that we have collaborated with for many
years. These applications are critical to our business, our
supply chain operations and our bottom line.”
© 2007 Oracle Corporation – Proprietary and Confidential
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VALUE.
© 2007 Oracle Corporation – Proprietary and Confidential
PeopleSoft Release 9.0
Continue Getting More Value
Latest Release
Next Release
Version 9.0
Version 9.1
Unlimited
PeopleSoft Release 9.0 GA Timeline
Human Capital Management 9.0 (Q4)
Campus Solutions 9.0 (Q4)
Portal 9.0 (Q4)
Financials/Supply Chain Management 9.0 (Q3)
Customer Relationship Management 9.0 (Q3)
Enterprise Performance Management 9.0 (Q3)
PeopleTools 8.48 (Q3)
Enterprise Learning Management 9.0 (Q2)
All release 9.0 applications are now available!
© 2007 Oracle Corporation – Proprietary and Confidential
PeopleSoft Release 9.0
Release Themes
PeopleSoft Enterprise 9.0, the Extended Value Release
Extend Value
Using Next
Generation
Technology
Deliver
Best-in-Class
Business
Processes
Drive
Superior
Ownership
Experience
Release 9.0 Themes
© 2007 Oracle Corporation – Proprietary and Confidential
Extend Value Using
Next Generation Technology
Integrating Key Fusion Capabilities into Release 9.0
Web Services
Share PeopleSoft release 9.0 functionality with other applications
Business Flow Orchestration
Define and coordinate cross-application business processes
Customer Data Hub
Consolidate, enhance, and share master customer data
XML Publisher
Enable business users to create documents leveraging XML data
© 2007 Oracle Corporation – Proprietary and Confidential
Deliver Best-in-Class
Business Processes
Customer Driven Enhancements
Sustainable Compliance
Address regulatory, security, and performance needs
Talent Management
Drive end-to-end workforce development
Supplier Relationship Management
Insight-driven business processes
Grants Management
Simplify the funding application process
Asset Lifecycle Management
Strengthen Lifecycle Support Across Various Asset Types
© 2007 Oracle Corporation – Proprietary and Confidential
Deliver Best-in-Class
Business Processes
Industry Driven Enhancements
Financial Services & Communications
Use BPEL to automate key cross-application processes
Higher Education
Industry-specific packaged analytics & reporting
Construction & Staffing Industries
Enterprise Service Automation (ESA) enhancements
© 2007 Oracle Corporation – Proprietary and Confidential
Drive Superior
Ownership Experience
Reduced Operating Costs, Increased Usability
Customer Relationship Management
Improve service agent productivity & user experience
Enterprise Performance Management
Strengthen enterprise planning framework
Enterprise Service Automation
Integration & user experience enhancements
Human Capital Management
Focus on workforce optimization
© 2007 Oracle Corporation – Proprietary and Confidential
Drive Superior
Ownership Experience (continued)
Reduced Operating Costs, Increased Usability
Financial Management
Enhancements focused on efficiency, productivity, & flexibility
Supply Chain Management
Greater Productivity Through Greater Usability
Supplier Relationship Management
The right tools to drive value
PeopleTools
A solid foundation to build from
© 2007 Oracle Corporation – Proprietary and Confidential
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OPPORTUNITIES.
© 2007 Oracle Corporation – Proprietary and Confidential
PeopleSoft Opportunities
Current Upgrade Options
8.4
8.8
Current Release
Automated
Upgrades
Release
9.0
8.9
Upgrade scripts available on Customer Connection
© 2007 Oracle Corporation – Proprietary and Confidential
The Current Release
Why Upgrade To PeopleSoft Enterprise 9.0?
Benefits of Enhancements
•
•
•
•
Gain Business Value of All Releases Through 9.0
Use of Next Generation Technology
Best-in-Class Business Processes
Superior Ownership Experience
Available Services & Tools
• Upgrade Lab
• Oracle Consulting
• Change Assistant in PeopleTools 8.48
Planning Options
• Separate PeopleTools and Applications Upgrades
• Future Upgrade Process to Oracle Fusion Applications
© 2007 Oracle Corporation – Proprietary and Confidential
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Andre Libroth
Senior Manager,
Operations and Maintenance
City of Tallahassee
“We want to make sure that we’re taking advantage of the
features and functionality that come out. Certainly the base
features and functionality provided with Oracle PeopleSoft
applications meet our needs, but every new release gives
us something that helps us be more productive.”
© 2007 Oracle Corporation – Proprietary and Confidential
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Kent Frank
Director of Financial
Accounting Services,
Baylor University
“We participated in the customer testing process for
PeopleSoft Enterprise 9.0 and saw numerous
enhancements in every product of our PeopleSoft footprint
that we found extremely useful. We are highly
compelled to upgrade to release 9.0 in the next year.”
Featuring
Kent Frank
© 2007 Oracle Corporation – Proprietary and Confidential
Continued Product Releases
PeopleSoft Release 9.1
Focus of PeopleSoft Roadmap
•
•
•
•
Ongoing adoption of Fusion technology components
Integration to other Oracle products
New enhancements including ongoing legal and regulatory updates
Consideration for back-porting selective capabilities to prior releases which
have a supported upgrade path to Fusion
PeopleSoft Release 9.1 Timeline
Post Updates of Integrations,
Dashboards, and Web Services
PeopleTools 8.49 Target GA
Solicit Feedback and Finalize
PeopleSoft Release 9.1 Plan
© 2007 Oracle Corporation – Proprietary and Confidential
PeopleSoft Release 9.1
and PeopleTools 8.50
Target GA
Continued Product Releases
Working with Our Customers
PeopleSoft Customer Advisory Boards & Strategy Councils
• Purpose: Validate future roadmap choices with the customer community
• Customers from various industries and all sizes
• Over 100 members, representing 65+ companies
© 2007 Oracle Corporation – Proprietary and Confidential
PeopleSoft Release 9.1
Release Themes
PeopleSoft Enterprise 9.1 Delivers…
Comprehensive
Business &
Industry
Processes
Integrated Yet
Flexible
Solution
Superior
Ownership
Experience
Release 9.1 Themes
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Fusion Applications
Future Upgrade Option
Release
8.9
9.0
Automated
Upgrades
8.8
9.1
Oracle Intends to Provide
an Upgrade Process to
Fusion Applications
Applications Unlimited has NO forced upgrades
to Oracle Fusion Applications
© 2007 Oracle Corporation – Proprietary and Confidential
Applications Unlimited
For PeopleSoft Enterprise
Applications Unlimited Delivers More
• More Choice
• More Visibility
• More Time
• More Value
COMMITMENT
VALUE FROM 9.0
OPPORTUNITIES
• Applications Unlimited
• Extend Value Using Next
Generation Technology
• Deliver Best-in-Class
Business Processes
• Drive Superior Ownership
Experience
• Upgrade to Release 9.0
• Continued Product
Releases Beyond 9.0
• Future Upgrade to Oracle
Fusion Applications
• Dedicated Development
Team
Things to Consider When Planning for the Future
• Stay current on PeopleSoft Applications
• Assess business benefits of next generation technology
• Plan based on YOUR business needs and timelines
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement Update
Procurement Market Overview
A modest 6% CAGR doesn’t reflect key growth areas in specific
deployment modes, sub-segments, and geographies.
Market Size
Worldwide Sourcing & Procurement
Software License Revenue Forecast
$=779M in 2006
1000
900
800
700
600
500
400
300
200
100
0
Other*
Contract
Sourcing
Procurement
2005
2006
2007
2008
2009
2010
CAGR 6% through 2010
Source: AMR Research, The Procurement and
Sourcing Applications Report, 2005–2010
© 2007 Oracle Corporation – Proprietary and Confidential
• AMR forecasts revised upwards,
and then upwards again!
• 100%+ growth in SaaS but from a
small base (12% of the market)
• Sourcing is a key growth engine
(15% growth on 34% of the
market)
• EMEA’s share is increasing (19%
growth on 29% of the market).
• The market is evenly split
between manufacturing & non
manufacturing industries
Procurement Challenges
Organizational Challenges
• Insufficient policy influence
• Unintegrated processes
• Staff consumed by routine
processing
Increasing Savings Targets
• Same or greater % every year
• Resource constraints
• Inflation, currency fluctuation
Procurement
Organization
Compliance Concerns
Competitive Pressures
• Regulatory pressures
• Contract Visibility
• Risk mitigation
• Outsourcing
• Global competition
• Price pressure
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement Transformation
Strategic Value
High
Low
Strategic Procurement
Value Creation
Collaborative Procurement
Supply Optimization
All Categories, All Processes
Cost Procurement
Touchless Buying
Policy Enforcement
Contract Negotiation
Spend Management
Tactical Buying
Create Manual Orders
Answer Supplier Queries
Help Requesters
Manage Content
Low
© 2007 Oracle Corporation – Proprietary and Confidential
Maturity
High
Where is the focus today?
Pressures for Procurement Technology Adoption
60%
Automate Procurement Processes
43%
Improve Compliance
27%
Reduce Transaction Costs
25%
Improve Spend Visibility
Centralize Procurement Processes
Reduce Maverick Spend
0%
Source:
September, 2006
© 2007 Oracle Corporation – Proprietary and Confidential
23%
20%
20%
40%
60%
80%
Where is the focus going to be?
Extending Procurement Solutions – Planned Investment over Next 12-24 Months
Solution Area
% Selected
Contract compliance
21%
Supplier performance management
21%
E-Sourcing
18%
Invoice reconciliation & payment applications/services/network
16%
Travel & entertainment expense management
15%
Catalog management tools/services
14%
Contract repository/authoring solution
14%
Source:
September, 2006
© 2007 Oracle Corporation – Proprietary and Confidential
Goal: Achieve World Class Procurement
Performance Indicator
Typical
Purchasing
Organization
World Class
Purchasing
Organization
Comparison
Summary
FTE per $Billion of
Spend
104
54
48% Less Staff
1.01%
0.74%
27% Lower
Costs
Suppliers Per $Billion of
Spend
7,805
3,512
More
Buying Power
% time spent on Risk
Management and
Decision Support
Activities
25%
34%
36% Increase
Total Cost of
Procurement
(as % of Spend)
Shift investment in procurement to higher-value activities
Reduce staff by swapping labor for technology
Source: Hackett Group
© 2007 Oracle Corporation – Proprietary and Confidential
Procurement Best Practices
Best Practice
Benefit
• Maximize Self-Service
• Focus on strategic
activities
• Leverage online
Sourcing tools
• Enforce approval and
tendering policies
• Manage Complete
Contract Lifecycle
• Establish and monitor
spend objectives
• Enable timely user
actions through proactive
notifications
© 2007 Oracle Corporation – Proprietary and Confidential
• Drive lower costs
• Leverage supplier base
• Improve internal policy
compliance
• Maximize contract spend
• Gain visibility and control
over spending
• Improve productivity
Extending Self-Service in Procurement
Procurement
Value
Strategic
Department
Tactical
Employees
Time
Suppliers
Bottom Line: Increase Procurement Value through Strategic Activities
© 2007 Oracle Corporation – Proprietary and Confidential
Competencies
Value
Competencie
s
Subcontractors
Core
Suppliers
Partnering for Increased Competencies
Collaboration
Time
Bottom Line: Increase your organizational competencies through collaboration
© 2007 Oracle Corporation – Proprietary and Confidential
High
Increasing Category Coverage
Complexity
Direct
Services
Assets
Contingent
Workers
MRO
Projects
Low
Indirect
Low
Travel &
Expense
Level of Management
High
Bottom Line: Increase your category coverage to unlock additional savings
© 2007 Oracle Corporation – Proprietary and Confidential
Services Procurement Must Transcend
Contingent Labor To Become Viable
Service spend averages $1.8B for the
typical Fortune 1000 company
(11% of revenue or 31% of spend)
This means tackling the hardest problems, including those
that transcend arbitrary product or department boundaries
© 2007 Oracle Corporation – Proprietary and Confidential
Oracle Procurement
The Integrated Suite that Dramatically Cuts All Supply Mgmt Costs…
Demand
Collection
Reduce Spend on Goods and Services
Spend
Analysis
Category
Management
Online
Sourcing
Indirect
Goods
Orders
Streamline Procurement Processes
Services
Approval
Routing
Engineered
Goods
Touchless
Buying
Supplier
Network
Logistics
Settlement
Supplier
Performance
Enforce Policy Compliance
© 2007 Oracle Corporation – Proprietary and Confidential
Supplier
Portal
Automated
Payment
Budget-Based
Procurement
Contract
Management
Direct
Materials
Supplier
Collaboration
Profile
Management
Enterprise SRM
Release 9 Overview
Supplier Relationship Management
Insight-Driven Business Processes
Business
Insight
Business
Processes
SRM Dashboard
• Expanded KPIs for buyers and managers
• Summary metrics at business unit level
• Supplier performance analytics pagelet
Contract
Management
• Request to suppliers
for contract creation
• SLA compliance
tracking and noncompliance alerts
© 2007 Oracle Corporation – Proprietary and Confidential
Services
Procurement
• New time reporting
functions & flexibility
• Expanded service
coordinator capabilities
Requisitioning
• Amount-only
requisitions
• Off-catalog request
enhancements
Supplier Relationship Management
The Right Tools to Drive Value
Central
Contract
Repository
Contract & Clause
Upload / Import to
Central Repository
Re-Open and
Adjustment of
Closed Purchase
Orders / Requisitions
Supplier Contract
Management
Back-Port to R8.8
Favorites and
Template
Enhancements
© 2007 Oracle Corporation – Proprietary and Confidential
Breakout Sessions
•
•
•
•
Ask “how do you”, “has anyone else”, …
Take advantage of “lessons learned”
Influence direction of PeopleSoft Enterprise SRM
Influence direction of Fusion
© 2007 Oracle Corporation – Proprietary and Confidential
© 2007 Oracle Corporation – Proprietary and Confidential
© 2007 Oracle Corporation – Proprietary and Confidential