PeopleSoft Enterprise Financial
Management 8.8:
Making the Case to Upgrade
January 23, 2004
Annette Melatti, Director, FMS Product Management
Jose Mora, FMS Sr. Product Marketing Manager
Leadership in PeopleSoft Financial Management
• Market Leaders
• #1 in North America*
• #2 Worldwide*
• Available Worldwide
• Distribution in 150 countries
• Solutions address 36 industries
• Innovation
• First to announce solutions for
Sarbanes-Oxley
• Hackett Best Practice Certified
• Lower Cost of Ownership
• SAP is 51% more expensive;
Oracle is 25% more expensive
• Total Ownership Experience:
• Easier to use
• Faster to implement
*source: IDC Market Share Report
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400
350
$368
300
$316
250
200
$184
150
100
50
0
New PeopleSoft
SAP
Oracle
Revenues 2002 (Lic/Maintenance in $M)*
Why Customers are not Upgrading
10. Limited or no budget
9. Wary of Internet technology
8. Won’t implement .0 release
7. Too many customizations
6. Too many disparate systems & integrations
5. Limited knowledge of product roadmap
4. Squeeze every penny out of support policy
3. If it ain’t broke, why fix it?
2. Don’t see value in new applications
1. Can’t build a defensible business case
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7.x Customers
• 1000 + FMS customers have production instances
of 7.5 or lower
• The top 3 industries where this pool of customers
are from is:
• Services
• Healthcare
• Financial Services
• Support ended December 31, 2003
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Recent Poll Results from Advisor WebEx
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Agenda
•
•
•
•
Building a Business Case
What’s New in 8.8
Capturing Value of Total Ownership Experience
Customer Case Study
• University of Virginia Medical Center
• Additional Information/Resources
• Question and Answer
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Business Benefits of Upgrading
• Meeting today’s challenging business climate
• Compliance with Sarbanes-Oxley
• According to AMR Research, 85 percent of public companies are
planning IT systems changes to support SOA compliance and get the
maximum benefits out of their IT investments
• Leverage finance best practices
• According to the Hackett Group, world-class companies that implement
best practices have lower finance costs as a percent of revenue than
average companies
• Reducing total cost of ownership
•
•
•
•
Faster, easier updates and upgrades
Enhanced application usability
Quicker incident resolution
Lower support costs
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Technology Advantage
• Reduced Costs
• No code or clients to deploy to users with web-based applications
• Centralized administration with single sign-on and LDAP
integration
• Prebuilt integrated enterprise applications using Integration
Broker
• Increased efficiency
• Single role-based interface Enterprise Portal delivers
• Full text search
• Perform faster and higher quality upgrades with Upgrade
Assistant
• Enable overall system performance with Query Monitor
• Improved Productivity
• Web-browser access increases collaboration
• Mobile technology keeps travelers connected
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Opportunities as Customers Upgrade
PRODUCTS
7.5
8.0
8.4
8.8
X
X
X
Expanded ESA
•Mobile Time and Expense
•Resource Management
•Contracts
Portal Solutions
•CFO Portal
•Financials Portal Pack
•EPM Portal Pack – EPM v. 8.3
Continued Investment in Core Financials
•eSettlements
Portal Solutions
•Investor Portal
Continued Investment in Core Financials
•Collections and Deductions in Receivables
X
X
X
X
X
X
X
X
Portal Solutions
•ESA Portal Pack
•Internal Controls Enforcer (2Q04)*
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*Backward integration available
X
Increased Depth and Breadth of Functionality
• Financial Control and Reporting
•
•
•
•
•
ChartField Configuration Utility
Commitment Control
Centralized inter/intraunit processing
Support for XBRL
Real-time updates of Payables and Receivables activity
• Improved Cash Management
•
•
•
•
•
Automated global cash positioning
Improved cash application
Regulatory compliance
Streamlined bank relationships
Automated bank statement processing
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Increased Depth and Breadth of Functionality
• Managing and optimizing project and travel costs
•
•
•
•
Centralized expense billing and vendor payment
Expense policy enforcement and administration
Centralized project budget administration
Streamlined asset capitalization
• Extending global/industry depth
• Unicode enabled
• Statutory reporting and accounting support for Italy and India
• Support for multiple GAAPs in a single ledger
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What’s New in 8.8?
PeopleSoft 8.8 Themes
• Intelligent Best Practices
• Total Ownership Experience
• Global and Industry
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Intelligent Best Practices
• Widely recognized best practices across ERP
systems
• Self-service delegates accountability to users
closest to process while ensuring control
• Embedded analytics bring intelligence to the
desktop for faster decision-making
• Advanced technologies streamline key business
processes
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Fully automated invoice settlement solution
Settlement
Processing Costs
55% Less with
Best Practices
Source: Killen & Associates
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•
•
•
•
Electronic invoices and payments
Supplier self-service
Workflow and email notifications
Online dispute resolution
Proactive Credit and Collections Management
“Enterprise
collections
management
solutions can
reduce days sales
outstanding by
10-20 percent.”
-- John Van Decker
META Group
Extend credit to
sustain sales
Tighten credit to
avoid losses
Tough balancing act in a weak economy
• Automatic identification of exception
conditions requiring follow up
• Intelligent, enterprise-wide action plans
distribute workload
• Automatically perform key actions
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Integrated Cash Management
Streamlined bank
communication
and payment
processing can
achieve up to
40 percent
savings.
-- Killen & Associates
Time to Money
Debt
Repayment
12
Disbursements,
funding
10
11
Short-term
Investments
1
2
9
Balance
Reporting:
Opening
Balances
3
Late incoming
wires/
receivables
4
8
7
5
6
Automated
Sweep
Investments
• Single global cash position with continuous daily
cash positioning
• Enhanced bank connectivity
• Productivity through automated accounting entries
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Ensure Expense Policy Compliance
T&E represents the
2nd largest
controllable
expense in most
organizations.
American Express Survey
of Business Travel
Management 2000-2001
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Self-Service Asset Disposal
Selection criteria limits scope of
asset search
• Automated process puts disposal decisions in the hands of asset owners
• Role-based access to asset information
• Authorization process provides an approval step before completing the
retirement
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Real-Time Cost Control Analysis
Embedded
analytics
provide realtime insight to
increase
competitiveness
Real-time Expense
Inquiry
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Real-time Reporting
•
•
•
•
Packaged regulatory financial reports
Support for XBRL standards
Electronic distribution
Immediate access to key data
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Resolve Disputes in Real-Time
• Online collaboration with suppliers
• Yahoo Instant Messenger and IBM’s Lotus Sametime
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PeopleSoft 8.8
• Intelligent Best Practices
• Total Ownership Experience
• Global and Industry
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Total Ownership Experience: The Next Era
• Focused energy on complete customer lifecycle:
•
•
•
•
Installations in days, not weeks
Implementations in weeks, not months
Real-time software support and performance diagnostics
Out-of-the-box multi-vendor business process integration
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The Experience of …
Maintaining
the Applications
Implementing
the Applications
Using
the Applications
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Implementing the Applications
PC Like
Installation
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PeopleSoft Express Installation
Implementing
PC Like
Installation
Automated
Configuration
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PeopleSoft Setup Manager
Implementing the Applications
PC Like
Installation
After: Out of the Box Integration
Automated
Configuration
ESA Project Costing to SAP GL
Out of the Box
Integration
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EnterpriseOne GL to Enterprise GL
The Experience of …
Maintaining
the Applications
Implementing
the Applications
Using
the Applications
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Using the Applications
Usability testing:
120
Most Common Tasks Tested
200+
Users Tested Financial Management
81% = Overall Avg. Task Completion Rate
vs. Industry Average of 60%
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Using the Applications
Built-in Pictorial
Navigation
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Using the Applications
Built-in Pictorial
Navigation
1
Fewer Clicks
2
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2 Clicks to Create an
Expense Report
Using the Applications
Built-in Pictorial
Navigation
Fewer Clicks
Intuitive Error
Handling
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Using the Applications
• Allocations
Built-in Pictorial
Navigation
• Conversion from COBOL to Application Engine
delivers high volume performance by using
set-based processing
• Approximate 66% improvement over 8.4
Fewer Clicks
Intuitive Error
Handling
Increased
through-put
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• Journal Generator
• Conversion from COBOL to Application Engine
enables real-time/on-demand processing for
Payables and Receivables
• Decreased overhead for on-demand processing
• Combination Editing
• Conversion from COBOL to Application Engine
enables real-time integration with other PS
databases
• Decrease overhead for other products calling
Combo Edit
Using the Applications
• Summary Ledger
Built-in Pictorial
Navigation
Fewer Clicks
Intuitive Error
Handling
Increased
through-put
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• Conversion from COBOL to Application Engine
for improved performance
• Approximate 20% improvement over 8.4
• Receivables and Payment processes
• Partitioning splits transactions for parallel
processing
• Payables payment processing
• Tuned for improved performance
The Experience of …
Maintaining
the Applications
Implementing
the Applications
Using
the Applications
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Maintaining the Applications
Built-in Support
Diagnostics
“70% of the time it takes to resolve a
customer problem is spent on
reproducing the issue.”
- PeopleSoft Global Support Center
Customer
Site
• Embedded diagnostic
scripts
• Single click
maintenance upload
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PeopleSoft
Global Support
Center
• Remote WebEx
• Remote VPN access
Maintaining the Applications
Built-in Support
Diagnostics
Instrumented
Performance
Tuning
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Maintaining the Applications
Built-in Support
Built-in
Support
Diagnostics
Diagnostics
Instrumented
Instrumented
Performance
Performance
Tuning
Tuning
Development
Installation Complete
Installation Complete
Installation Complete
Test
Installation Complete
Automatic
Automatic
Updates
Updates
Production
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PeopleSoft 8.8 Focus Areas
• Intelligent Best Practices
• Total Ownership Experience
• Global and Industry
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Global and Industry
• Examples of industry-specific features include:
• Electronic payment format enabling Healthcare customers to
comply with HIPAA
• Streamlined capitalization and unitization of constructed
assets for asset-intensive industries
• Support for the latest Joint Financial Management
Improvement Program (JFMIP) requirements and FPDS
reporting
• Examples of global enhancements include:
• Consolidated value added tax (VAT) setup, default,
calculation and reporting for goods and services
• Continued support for multinational companies, including
local and statutory support for India
• Increased book code flexibility for multiple GAAPs
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Asset Intensive Industries
Express Capitalization
• ‘Hands-Free’ Capitalization of Work-in-Process
assets
• Improved processing efficiency: eliminates existing
manual unitization process
• Configurable Capitalization Rules
•
•
•
•
Capitalization rules template
Defaultable asset integration rules
Expanded asset retirement processing
Configurable asset adjustment and year-end processing
options
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Asset Intensive Industries
Express Capitalization
Capitalization Rules
Integration Trigger
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Federal
JFMIP Compliance
• Enhanced reporting
with electronic
Treasury reports,
internal reports, and
all required
interfaces
• Full support for
expired year
processing
• Streamlined
reimbursable
processing and
reporting
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•
•
•
•
•
•
•
General ledger
Payables
Receivables
Purchasing
Billing
Projects
Contracts
Capturing the Value of
Total Ownership Experience
Leveraging Total Ownership Experience
• Compelling reasons why customers would choose to
upgrade
• Compliance > FMS achieves compliance
• Financial Efficiency > FMS drives world-class financial processes
• Replace Outdated Systems > Value of world-class, integrated,
internet-based applications
• “How much is this going to cost me over the long term?”
• Primary focus of Total Ownership Experience initiative
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The first wave of Total Ownership Experience includes…
LIFECYCLE
STAGE
 Faster installation
(particularly mid-market)
 Setup Manager
 Component Interfaces
 Faster configuration
and data loading
 Integration Points
 Reduced time and cost
for integrations
 Improved UI and work flow
 Application-specific
enhancements
 Higher completion rates
 Increased productivity
Support
 Performance Monitoring
 Diagnostic Framework
 Environment Manager
 Faster incident resolution
 Lower support costs
Upgrade
 Change Assistant
 Faster, easier update and
upgrade process
Implement
Integrate
Use
Use
Maintain
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BENEFIT
 Install Wizard
 FixPack
Install
Implement
FEATURE
The Prospective Value of Total Ownership Experience
*Incremental value: pre/post Total Ownership Experience, based on
internal PeopleSoft research and analysis conducted by Crimson
Consulting Group
Maintaining
the Applications
Implementing
the Applications
10% to 20% Cost Reduction
15% to 20% Faster
(one-time)
30% to 50% Cost
Reduction
(ongoing)
Using the Applications
15% to 25% Increase in Value (ongoing)
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PeopleSoft Leads Today
“Deriving Value from 21st Century ERP Applications”
April, 2003 Study
Total Cost of Ownership for PeopleSoft:
Oracle TCO is 25% higher than PSFT
SAP TCO is 51% higher than PSFT
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PeopleSoft Leads Today
“Forrester Application Ownership Satisfaction Report”
September 17, 2003
43% better customer experience than Oracle
36% better customer experience than Siebel
8% better customer experience than SAP
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3 Components of Economic Benefit
Total Cost of Ownership
(TCO)
Cost Metrics
How much can be saved
when implementing and
maintaining the
applications?
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Time to Implement
(TTI)
User Value
Value Metrics
How much faster can the
value of using the
applications be realized?
How much incremental
value can be realized by
using the applications?
Economic benefit via the Value Analyzer
• New functionality at the business process level:
• Compliance Efficiencies (Sarbanes-Oxley)
• Enhanced Analytics (Governance)
• Portals (CFO Portal, Investor Portal, Government Portal)
• Adjustments to standard default data in the areas of:
•
•
•
•
•
Performance Tuning
Systems Troubleshooting
Data Archiving
3rd Party Integration Costs
Internal Integration Costs
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More to come!!!!
PeopleSoft Value Analyzer
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Business Benefits Captured at Business Process Level
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Customer Case Study:
University of Virginia Medical
Center
Agenda
• Who is UVa Medical Center?
• What has UVa Medical Center done with PeopleSoft?
• Project Management Techniques for Successful Upgrades
• What is Next for UVa Medical Center?
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Who is UVa Medical Center?
• A fully accredited 541 bed hospital
• Employs approximately 6000 employees
• A teaching hospital for UVa Health System
• Solucient Top 100 Hospitals past 4 years
• Clinical departments listed by US News & World Report
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What Has UVa Medical Center Done with PeopleSoft?
• 1995
Purchased P/S Financials 5.0 from SMS
• July ’96
Implemented GL/AM
• Dec ’96
Implemented PO/AP
• Aug ’97
Upgraded GL/AP/PO/AP from 5.0 to 6.0
• Oct ’97
Implemented Inventory 6.0
• Oct ’99
Upgraded from 6.0 to 7.5
• 1998
Purchased P/S HRMS from SMS
• Dec ’00
Implemented HR/PAY/BEN 7.5
• May ’01
Implemented Recruit Workforce 7.5
• Sept ’03
Upgraded HRMS from 7.5 to 8.3
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What Has UVa Medical Center Done with PeopleSoft ?
• UVa Medical Center’s reasons for upgrading:
• Be current and take advantage of new functionality and
features
• Expand functionality such as self service modules
(Employee and Manager Self Service, eRecruit and
eProcurement)
• Required a technology platform that would allow us to
support future needs
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What Has UVa Medical Center Done with PeopleSoft ?
Timeline for the PeopleSoft 8.3/8.4 Upgrade
•
•
•
•
•
•
•
•
•
•
November 2002
December 2002
January 2003
February 2003
June 2003
June 2003
July 2003
July/August 2003
September 2003
October 2003
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Began work with Upgrade Lab – Phase 1
HRMS Fit-Gap Completion
HRMS First “Test Move to Production”
Began HRMS testing, validation and eRecruit
implementation
New Tax Tables Regulation (Federal mandate)
Began work with Upgrade Lab – Phase 2
FMS/SCM Fit-Gap Completion
eRecruit Manager Training
FMS/SCM First “Test Move to Production”
Live with HRMS and eRecruit
Began FMS/SCM testing, validation and
eProcurement implementation
What Has UVa Medical Center Done with PeopleSoft ?
•
Financials/Supply Chain 8.4 SP1 (upgrade in process)
•
•
•
•
•
•
•
Asset Management
eProcurement
General Ledger
Inventory
Payables
Purchasing
Human Resources 8.3 (Live)
•
•
•
Core HR
Benefit Administration
E-Recruit Employee and Manager Self Service
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Project Management Techniques for Successful Upgrades
•
Executive and Administrative sponsorship at all levels
•
Dedicated project team of functional & technical members
who could devote a minimum of 75% - 100% of their time to
the project
•
End users were brought in as subject matter experts (SMEs)
to help define requirements and test scenarios
•
The project team was well defined at the beginning of the
project for roles and responsibilities
•
Get quality people on the project, not whoever is available
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Project Management Techniques for Successful Upgrades
•
Up front planning and organization is key
•
Have a well defined scope and project plan (key milestones)
before starting actual work to manage scope creep
•
Review customization requests on a case-by-case basis,
route to post-production if possible
•
Allow flexibility in the testing phases/process, you can never
have too much testing
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Project Management Techniques for Successful Upgrades
•
Leveraged PeopleSoft Upgrade Lab
•
Allowed UVa to perform multiple steps across both HRMS and
FMS/SCM upgrades with a small IT staff
•
Without Upgrade Lab would not have been able to maintain
production environments at the same time
•
Ensured project was completed in a timely fashion
•
Estimate lab saved UVa approx. 6 months/2 FTEs to work through
Upgrade Assistant
•
Reporting/compare reports from lab proved very useful to internal
staff not on original implementation
•
Reports provided customization documentation used to facilitate fitgaps
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Project Management Techniques for Successful Upgrades
•
Try to use as “vanilla” system implementation as possible
•
Re-examine old customizations before upgrading them, they
might not be needed anymore
•
Try to use PeopleSoft delivered business processes where ever
possible, adapt your business practices to match PeopleSoft
(especially in eRecruit)
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What is Next at UVa Medical Center?
•
Optimization Efforts
•
Add new functionality to the core system
•
Increase automated processes
•
Look at new Peoplesoft modules for possible solutions
•
Currently assessing eDevelopment, ePay, eProfile and eBenefits
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PeopleSoft FMS: What other customers are saying
“Leveraging PeopleSoft 8, we’ve really reaped the benefit of
reducing the costs of our transactions tremendously. In addition,
we’ve been able to match the growth of the company without
adding headcount. Plus, we’ve reduced the time it takes us to
close the books from five days to three.”
Tracey Doi, VP and Corporate Controller, Toyota Motor Sales U.S.A.
“PeopleSoft Enterprise Service Automation gives us a single source of
real-time information to control project costs and optimize the
management of our global consulting workforce. And thanks to
PeopleSoft Consulting, we were able to implement PeopleSoft’s
industry leading best practices and business processes for ESA in 90
days, without customizations.”
Patricia Murphy, Sr. Dir. Worldwide Professional Services, Business Objects
“As a private university, we’re always trying to find ways to become
more effective with our funding. PeopleSoft 8.4 Financials enabled
us to save money and reallocate funds toward programs that will be
strategic differentiators for Santa Clara University.”
Ron Danielson, Chief Information Officer, Santa Clara University
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Agenda
•
•
•
•
Building a Business Case
What’s New in 8.8
Capturing Value of Total Ownership Experience
Customer Case Study
• University of Virginia Medical Center
• Additional Information/Resources
• Question and Answer
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Customer Programs for 8.8
FMS 8.8 Launch
Customer Testing
9/03 – 11/03
----------------------Customer
feedback on
usability and
functionality
----------------------Detailed
Functionality
References
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8.8 Hosted
Beta
11/03 – 12/03
--------------------------
8.8 Early
Success
12/03 – 6/04
--------------------------
-3M
-AON
-Reg. Mun. of
Durham
----------------------------
---------------------------
Early Access to 8.8
1st upgrades to 8.8
-3M
-Reg. Mun. of
Durham
8.8 Early
Adopter
12/03 – 6/04
---------------------------Canon (Program
Management)
Customer
References
-------------------------PRG
-BDO Seidman
----------------------------------------------------
First Look at new
8.8 modules
Field intelligence
Feedback on 8.8
• "With Enterprise Financial Management 8.8, PeopleSoft is meeting its
commitment to improving the Total Ownership Experience for
customers. As one of the pre-release testers, we were able to
experience for ourselves the dramatic improvements in the quality,
usability, and performance of the software. The look and feel of the
system is much more intuitive, which should speed user adoption and
reduce training costs.“
• John de Rijk, financial systems development manager, P&O Nedlloyd
• "We've been involved extensively in testing PeopleSoft Financial
Management 8.8 and are impressed with the intelligence of the
applications. With the new release, we will be able to set up the rules
so that the bank accounting and reconciliation processes are done
automatically. The ability to import and upload bank files automatically in
PeopleSoft - without third-party software - should generate significant
time and cost savings.“
• Steve K. Myers, CPA, finance operations center manager, Entergy, Inc.
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Where to Find Additional Information
• Release Documents
• Click on Customer Connection, Support,
Documentation, Documentation Updates, Release
• Release Value Proposition
• FMS/SCM 8.8
• Prerelease Notes
• FMS/SCM 8.8
• Tools 8.44
• Release Notes
• FMS/SCM 8.8
• Tools 8.44
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Building a Business Case – A New Resource
• White Paper posted on
Customer Connection
• Also available for :
• PeopleTools
• Human Capital Mgmt.
• Customer Relationship
Mgmt.
• Supply Chain
• Only available in PDF
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Supported Upgrade Paths
• Availability: 2/20/04
• FDM 7.52
• FDM 7.53
• FDM E&G 7.51
• FDM E&G 7.52
• FDM 8 SP1
• FDM 8 SP2
• FDM 8 SP3
• FDM 8.40
• FDM 8.4 SP1
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Final Thoughts
• PeopleSoft Enterprise Financial Management 8.8
• Sets a new industry bar for financial management
software
• Over 200 new features and enhancements across 20
applications
• Easier to use
• Faster to implement with lower cost
• Intelligent Best Practices to improve control and efficiency
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PeopleSoft Enterprise Financial
Management 8.8:
Making the Case to Upgrade
January 23, 2004
Annette Melatti, Director, FMS Product Management
Jose Mora, FMS Sr. Product Marketing Manager