Best Practices in PeopleSoft Mobile GreyHeller LLC ©GreyHeller, LLC All Rights Reserved

Session Scope Learn strategies for getting started with Mobile and PeopleSoft Customer Use Cases Challenges Architecture Project Management Support and Lifecycle management Demonstration intended to support topics

Agenda Introduction Customer Stories / Use Cases Mobile User Experience Supporting Mobile Securing your Mobile Application Managing a Mobile Implementation The Future

Company Highlights Founded by the people who ran PeopleTools PeopleTools strategists and developers since 1994 Deep PeopleSoft software development skills and DNA Nearly 100 customers (US; Canada; UK; EU; Australia; Asia; Africa; South America) Beta test partner: PeopleTools 8.53 & Applications 9.2 2011 & 2012 Oracle Customer Advisory Board PeopleSoft ecosystem – Blog; Webinars; Conference training 4

Software Solutions Mobile for PeopleSoft Single Signon ERP Firewall Any PeopleSoft page / customization….Automatically Single code version: iOS; Android; Blackberry; Windows 7 Highly secure Single Signon ERP Firewall Version Control Excel Add-in

Customers Unilever US. Dept of State Pfizer University of North Carolina at Chapel Hill University of Arkansas Cambridge University Philip Morris Chesapeake Energy Lazard, Ltd. Texas Christian Univ QVC Arizona State University US Dept. of Energy HealthSouth Robert Half International MMI Holdings Stony Brook University Methanex Univ. of Oklahoma – Health Sciences Center University of Central Florida BCD Travel Jones Lang LaSalle University of Montreal Ryerson University Berlin Packaging Frostburg State Univ University of Kansas University at Buffalo AgFirst Bank Incyte Amedisys Quintiles DLA Piper GEICO Logistics Health Barnabas Health 6

Mobile Enabling PeopleSoft

Common Mobile Use Cases HR / Benefits Procurement Financials Campus Solutions Administrative Access

Recruiting Add Candidate Search Candidates Post Jobs Interview Evaluation

Employee Self Service Performance Management Time Entry / Web Clock Absence management Life Events Benefits Enrollment Paychecks and Payslips

Manager Self Service Job / Personal Info Performance Management Transfers Retire Employee Promote Employee Terminate Employee Performance Management HR Transaction Approval

Procurement Approvals Purchase Order Requisition Contract Receiving

Financials Both Transaction Entry and Approvals of Travel and Expense Treasury / Cash Management Service Request Budget Search

Administrator Access Run (re-run) batch Processes Monitor Batch Processes Query Security Admin

Additional / Custom Cases Nursing Qualifications Management Messaging Center Residence Management “What do I owe” Time Entry – Custom UI, also integrated with GPS

Customer Stories HealthSouth MMI Holdings University of Cambridge TCU Stony Brook University

HealthSouth Largest owner and operator of inpatient rehabilitative hospitals 22,000 employees with access to PeopleSoft PeopleSoft Footprint: PeopleTools 8.52 Heavily customized Enterprise Portal HR/Payroll Financials

Mobile Project Upgrade to PeopleTools 8.52 prior to mobile Enterprise Portal and HRMS first Employee and Manager Self Service Payroll Time Reporting Benefits Finance – Phase 2 Expenses Heavy BlackBerry footprint

HealthSouth Use Cases Enterprise Portal Initial Entry Point Public Access with deferred logon Retain look and feel of branding Employee Self Service Employee Information Benefits Payroll / Compensation Manager Self Service

Metropolitan Holdings Limited Long-term insurance, asset management, investment, healthcare administration and employee benefits. Business units include: Metropolitan Retail Momentum Retail Investments Employee benefits Health and International. Operates in 12 countries outside of South Africa.

MMI Holdings Project Mobile Access in 12 countries throughout Africa Employee and Manager Self Service Personal Information Benefits Recruiting Performance Management Time Entry Payroll All Heavily Customized Installed on June 11th, Approved for Go-Live on July 3rd

The University of Cambridge 1209 – Earliest Record of the University 1284 – Peterhouse, The First College 1535 – Henry VIII founds Trinity College c1584 – 1st Europeans settled North Carolina 1838 – Brown’s Schoolhouse is founded 2009 – The University celebrates its 800th Anniversary http://www.flickr.com/groups/cambridge-university/

The University of Cambridge Collegiate University with 31 Colleges Over 100 Departments 26,000 Students (18,000 fte) 7,500 Staff http://www.flickr.com/groups/cambridge-university/

Cambridge & Oracle Implemented Campus Solutions 8.0 in 2005 Current architecture Campus Solutions 9.0 PeopleTools 8.51.14 (moving to 8.52 04/12/2012) Oracle database 11g http://www.flickr.com/groups/cambridge-university/

Student Experience Project 2009 Project Instigation Looking at portal Google analytics Student feedback College administrator feedback Advisor feedback Everyone’s feedback!!

Student Experience Project 2009 Project Goals Meet the student’s requirements Clean and up to date look and feel Platform for change Intuitive Corporate

Student Experience Project 2009 Student Requirement Findings Less cluttered – Only student system stuff, not portal Show me everything I can do No distractions Needs to feel like a website Need reminders to do things Needs consistent design throughout Don’t step on my social life!!

Mobile Enablement Instigation Google analytics

Mobile Enablement Project Goals Mobile enabled Student Self Service – Yes all of it!

Mobile Enablement Approach Looked at vendor offerings at Alliance Project with undergraduates Looked at building our own solution Found Grey Heller

Mobile Project Details Phase 1 - Student Access Heavily Customized Custom Navigation Desktop rendering using Jquery UI enhancements Custom version of most PeopleSoft-delivered pages Needed to leverage existing custom SSO solution Wanted Desktop and Mobile UI to be consistent Custom logic for Administrator Access

TCU Peopletools 8.51 PeopleSoft Portal 9.1 Campus Solutions/HCM 9.0 combined split October 5, 2012 Finance 9.1

What do we want to Mobilize? 2009 ?

TCU Mobile

What do we want to mobilize? What did we want to mobilize in 2009? What TerriblyClever told us we wanted to mobilize. The University’s presence Simply a home in the app store world. Directory, Athletics, News, Events, Map, Classes, Videos Helped us get ahead of the curve briefly Put us on the map with Stanford and Duke. Introduced the concept of the suite approach to mobile phones

What do we want to Mobilize? 2013 Everything

What do we want to Mobilize? Business interactions (ERP) Academic interactions (LMS) Basic information (TCU Mobile) Athletics Events Radio Station Dining Hall Menus Shuttle information/Maps What did people want? The first two things, what did we give them? Everything else!

Project Overview Primary Driver – Enrollment Firewall was also important factor Limit to 1 web server myTCU iPhone App Surveys to verify results Phase 2 plans More Portal functions HR access Common URL for mobile / non-mobile llllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllll

One email says it all llllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllll

Stony Brook University Situated on 1,000 wooded acres on the north shore of Long Island Undergraduate students: 16,342 Total students: 24,500 More than 1,900 faculty More than 12,000 total employees

PeopleSoft Background PeopleTools 8.50 Campus Solutions 9.0 HCM 9.0 Heavy use of PeopleSoft Portal Customized Bolt-ons: What Do I Owe Student communications-focused customizations

Requirements User experience is critical Navigation Customizations (action and messaging center) Detailed analysis of each page Focus on key processes in initial phase Grades, Schedule, Messages, To-Do’s, Holds Grey Heller Solutions, Proprietary and Confidential

Common Mobile Use Cases Campus Solutions HR / Benefits Procurement Financials Administrative Access

User Interface Challenges

Mobile Devices are Different Different screen sizes Phone / Tablet / in-between Portrait / Landscape Real Estate is critical  Zooming and scrolling right/left decreases productivity Fingertips are only means of input

Security / Support Challenges

Security Authentication Protecting Application Data and processes Data on device? Restricting access based on location or device (device not security) Protecting your network Infrastructure Logging and Auditing Security Administration

Supporting Mobile End-user Support LifeCycle Support Troubleshooting Issues Training LifeCycle Support Upgrades Customizations Testing It’s all about the architecture

Managing a Mobile Project

Project Management Considerations How will mobile devices connect to your PeopleSoft Development Environment? What are your wifi access policies? Will you need to provide access to the public internet? How do you roll mobile out to your users? Phased vs. Big Bang How do you gather sufficient user feedback? Surveys

GreyHeller Implementation Methodology Plan for several “Quick wins” Avoid waterfall development model  involve end-users early in the process Day 1 – Review mobile UI immediately Iterate through configuration changes with continual user review Split implementation into 2 parallel paths User Interface Infrastructure and Security Load Balancer / Proxy Server Soft Launch Student Focus Groups & Surveys

Current State of ERP Mobile highlights shortcomings ERP Software Usability Flexibility Adaptability Security ERP is too expensive End-user productivity Implementation Keeping current Administration Technology is evolving rapidly

Defaulting and Validation The Future PeopleSoft Navigation Presentation Interactivity Defaulting and Validation Process Flow Security and Auditing Evolve both desktop and mobile user experience Responsive Simplify Streamline Compel Eliminate 90% of customizations Control and secure Use existing system as starting point

Questions For more info and a copy of this presentation: Info@GreyHeller.com

History of Mobile 2000 PeopleSoft company directory WAP/WML 2002 Disconnected CRM Mobile Embedded DB2 2005 PeopleTools Mobile 2 Never Released 2010 Mobile Inventory Mobile Expenses iPhone Applications 2011 iPad Support 2000 PeopleSoft company directory Used wap/wml as underlying technology WAP is wireless access protocol, WML is wireless markup language Generated by iscripts in psft Provided way to look up employee info through phone Never used by any customer no formal support was ever added to psft for building wap/wml apps   2002 Psft crm 8.4 ships with disconnected mobile support Driven by port of acquired vantive to ptools Key design point was to do something different than siebel (which needed 2gb install ) Ptools was extended to support mobile, but separate license was required approximately 50 customers ended up licensing standalone mobile Peopletools mobile embedded db2 as database and had simple page processor and could even run peoplecode. Component interfaces were given support for helping synchronize data. 2004/2005 Peopletools rewrites the mobile support completely. Targeted for pt 8.46, mobile version 2 is a full peopletools install with tuxedo, weblogic and sqlserver. Due to acquisition this never sees the light of day, although remnants can be found in ptools today (look for references to msf)

Future of Oracle Offerings Strategy Re-think business processes with a mobile focus Create mobile versions of targeted transactions Q4 2012 iScript-based Application “stop-gaps” Q4 2013 PeopleTools 8.54 Mobile TBD ADF-Built versions of Campus Pages

GreyHeller Architecture App Server PeopleSoft Web Server GreyHeller Mobile Plug-in User Interface Prompting Logic Permissions PeopleSoft Application Database PC Access Transaction Data Retrieval Transaction Validation Mobile Access Data Processing

PeopleSoft Integration Broker Web Services  HTML PeopleSoft Web Server App Server User Interface PC Access Only Prompting Logic PC Access Only UI Permissions PC Access Only PeopleSoft Application Database PC Access Mobile Server PeopleSoft Integration Broker Transaction Data Retrieval Session Mgmt User Interface Transaction Validation Bus. Logic Data Processing Mobile Access Security Logging

Other Projects University of Kansas Amedisys Stony Brook University Frostburg State University

Campus Solutions - Students Student Center Grades Enrollment Personal Information Student Financials Financial Aid Holds To-dos Advisor

Campus Solutions - Faculty Faculty Center Class Schedule Class Roster Grade Book View Advisees

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