1. PeopleSoft Technology Update & Product Roadmap
Jeff Robbins
Senior Director, PeopleSoft Strategy

2. 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.

3. Program Investment Strategy PeopleTools 8.53 Features
PeopleSoft Update Manager
Future Plans

4. PeopleSoft Roadmap Long Term Investment Strategy
9.2 Feature Packs
9.3 Feature Packs
9.4 Feature Packs
2013
2014
2015
2016
2017
2018
2019
PeopleTools 8.54
PeopleTools 8.56
PeopleTools 8.58
PeopleTools 8.53
PeopleTools 8.55
PeopleTools 8.57
PeopleTools 8.59
Ongoing Delivery of Off-Cycle Capabilities
PeopleTools Releases & Feature Packs Months
Major Releases Every ~3 Years
R9.2 EAP
Catepillar (HCM)
Westfield (HCM)
Wellpoint (HCM)
Washington University in St. Louis (HCM)
Verizon (HCM)
Daimler (HCM beta)
Intertek (FMS)
Franklin Templeton (FMS)
AARP (FMS)

5. Design Objectives Based on Customer Feedback
PeopleSoft Interaction Model
Interactive Application Content
PeopleSoft Application Search
PeopleSoft Mobile
PeopleSoft Update Manager
Intuitive and simple
Improved user experience
Reduce customizations
Allow users to be more effective
Improves productivity and efficiency
EAP and Beta Customers
AARP (FMS/SCM)
Adventist (HCM/ELM, FMS/SCM)
Caterpillar (HCM/ELM)
University of Colorado Boulder (HCM/ELM, FMS/SCM)*
Daimler (HCM)*
Franklin Templeton (FMS/SCM)
German Employment Agency (ELM)*
Intertek (FMS/SCM)
Inventiv (HCM/ELM, FMS/SCM)
Princeton University (FMS/SCM)*
Staples (HCM)*
State of New Mexico (FMS/SCM)*
Verizon (HCM/ELM)
Washington University in St. Louis (HCM/ELM)
Wellpoint (HCM/ELM)
Westfield (HCM/ELM)
*Virtual Box Program Only
Early Access Partners
Accenture (FMS/SCM Testing)
Ataway (HCM LAD Testing)
BTRG (HCM T&L Testing, FMS/SCM Testing)
Cardinal Point Solutions (FMS/SCM Testing)
Cedar Consulting UK
Cherry Road
Cognizant
CSC
Deloitte
Elire (FMS/SCM Testing)
Enratio (HCM LAD Testing)
Grey Heller
Huron Consulting
Inerservices
KPMG (FMS/SCM Testing)
Mipro Consulting (FMS/SCM Testing)
Newbury Consulting
P&IT (HCM LAD Testing)
Quanam (HCM LAD Testing)
Regents Consulting
SmartERP (FMS/SCM Testing)
Succeed
Wipro
Zanett (FMS/SCM Testing)
“Release 9.2 is incredible. It is truly giving the functional teams the ability to deliver so many more automated workflows to our end users which will increase their efficiency in processing AP invoices, Treasury reconciliations, T&E reports. The new WorkCenter concept will allow us to reduce our customizations in half.”
- Kathleen Kultys, AVP-Business Finance Manager Chubb Insurance (FMS/SCM customer testing) X
“Release 9.2 is phenomenal, we don’t know if there are enough functional people to take in all features… WorkCenters are excellent and will make users more productive and reduce or eliminate customizations.”
Unknown University of Louisville? (FMS/SCM customer testing)
“WorkCenters in PeopleSoft 9.2 provides users with a single page that contains all of their work.   This new innovation will allow users to be more effective and efficient by the ability to see and manage their work on a single page.  WorkCenters include information users need to complete their tasks, truly making them a one-stop center for users.”
- University of Louisville’s David Baugh, Director, Financial Systems X
“The new PeopleSoft 9.2 release looks intuitive and simple to use.  We’d expect to see quick user adoption with minimal training.  We also see the opportunity to eliminate customizations based on the new functionality Oracle has delivered in PeopleSoft 9.2.”
Cal State University System X
“The implementation of Oracle’s PeopleSoft 9.2 will provide AARP with a platform that will allow for system consolidation savings, best in class processes, high power user interface that improves productivity and efficiency, increased financial data visibility and enhanced data integrity, “ said Robert Hagans, Jr, Executive Vice President & Chief Financial Officer at AARP.  X
“We anticipate that features like pivot grids, enhanced mobile integration options as well as the improved functions and usability in several modules (e.g. Recruiting) will enable our HR users and employees to improve the overall experience with PeopleSoft 9.2. In conjunction with our Exadata/Exalogic infrastructure PeopleSoft 9.2 alongside its interaction-hub will deliver significant benefits for Daimler when it comes to user performance,” said XXX, XXX  at Daimler. X
Searchability of items in ePro will make users love it
Nationwide  (FMS/SCM customer testing) X
“When looking at our PeopleSoft environment Scott & White Healthcare realized we had to make a decision.  Upgrade from 8.9 to 9.1 and keep PeopleSoft as the system of record while implementing a best of breed Talent suite, or move into the future with PeopleSoft HCM 9.2.  After seeing previews of PeopleSoft 9.2 at Open World the decision was made clear.  PeopleSoft 9.2 brought overall usability, Recruiting ,and other Talent Management functions to the next level.  The move to upgrade to 9.2 will bring significant stability, reliability, and an improved user experience to the application.  Together with tools 8.53, Oracle’s Secure Enterprise Search,  and the PeopleSoft interaction-hub enhancements, our executives, managers, and employees will be able to get the right data at the right time.”  Jeremy Pelley, Director of Business Applications X
And many PeopleTools Features that are changing the usage paradigm for PeopleSoft Applications

6. Program Investment Strategy PeopleTools 8.53 Features
PeopleSoft Update Manager
Future Plans

7. Program PeopleTools 8.53 Features User Interaction Mobile
Reporting & Analytics
Integration

8. PeopleSoft User Interaction Enabled for all applications
PeopleSoft Applications now provide:
Site-wide branding for consistent look-and-feel
Homepage and personalized dashboards
Unified navigation across multiple apps
Rich user collaboration
PeopleSoft Interaction Hub restricted use license included with PeopleTools

9. PeopleSoft User Interaction
Forms-Based Applications are Outdated
Web forms that gather data for back-end process automation are No Longer Acceptable for Enterprise Applications.
Today, your Employees are asked to:
Analyze
Visualize
Socialize
Engage
… and the application resources you deploy have to keep up.

10. PeopleSoft User Interaction
Deploy a website for users to access content

11. PeopleSoft User Interaction
Leverage Role-based Dynamic Content

12. PeopleSoft User Interaction
Provide intuitive visual process flow

13. PeopleSoft User Interaction
Associate action with familiar information

14. 8.53 Style Enhancements
More contemporary look & colors
Significant CSS investment, flexible and easily configurable
Introduced Gear icons for Pagelets (provides options for pagelet properties)
… more

15. PeopleSoft Mobile Solutions Today

16. PeopleSoft + Mobility HTML5 Mobile Solutions
Delivered HTML5 Solutions
Mobile Company Directory
Mobile Approvals
Mobile Expense
Mobile eProcurement
Planned HTML5 Solutions
Time and Labor
Absence Management
Cash Position Management
HR Self-Service

17. PeopleSoft + Mobility Bottom Line – One Solution, Many Devices
Browser Based
Platform Independent
Multiple Devices

18. PeopleSoft Reporting & Analytics

19. PeopleSoft + Reporting Technology Strategy
Responding to how users work today
Functional and Operational Analytics
Online, real-time viewing of data
Reusable components, multiple publication options
Information available where and when it’s needed

20. PeopleSoft + Reporting Technology Strategy
Pivot Grids
Much improved graphical charting, SVG, PNG
Related Actions integration
Pivoting in chart mode (not just grid)
Progressive filtering
Improved administration
Key Screen Shots
Paycheck Modeling
Recruiting Dashboard
Mid-Period Performance Evaluations
HelpDesk
Global Payroll Monitoring
Desktop Integration with Absence Management
Reconfigured Time Reporting

21. Program Investment Strategy PeopleTools 8.53 Features
PeopleSoft Update Manager
Future Plans

22. PeopleSoft Lifecycle Management PeopleSoft Update Manager
Change Packages Tailored to a Customer’s Unique Needs and Maintenance History
Get Current Regardless of Prior Maintenance Level
Apply Maintenance on Your Schedule
Enables Maintenance Best Practices
Single Change Package Streamlines Maintenance Process
You create a package tailored to your needs.
No more bundles or maintenance packs! Change package is tailored to YOUR environment – what you need to apply and what you already have. No longer a ‘one-size fits none’ bundle. Finer level of granularity when choosing what to patch; today, bundles are all or nothing. Customer decides how much to change.
Only one change package to apply.
Using Change Assistant to add in customizations to the customer change package generated using PUM from the PeopleSoft Image.
You create a single custom change package based on your PUM selection. Impact analysis and project apply can be done once per patch cycle, as opposed to having to apply multiple changes packages downloaded from Oracle today
New tools to further automate the process.
PUM Tool calculates the dependencies based on the customer selection and includes those in the change package
PUM Tool generates custom change package based on selection and what is already applied to customer environment
Dependency calculations and impact analysis are done locally
Patching on your (customer) schedule now ours (PeopleSoft)
Get the full and current PeopleSoft image every time. Create custom change packages from your local copy of the PeopleSoft Image on your schedule. Dual track maintenance strategy makes staying current on the PeopleSoft Image quick and inexpensive. You can continue to plan proactive strategic updates but also quickly react to critical patching as needed. Customer can keep a current local copy of the VB to search for fixes and patches at any time, react more quickly to critical issues by searching the current image by object or bug ID.
You can find patches specific to your use cases.
Search for specific legislative and regulatory updates and have the system create a package specifically for those updates.
PUM provides the tools to assist customer in identifying required or desired fixes and features and with analyzing the impact of patching those changes.
New PUM tools allow you to search by specific PeopleSoft object or Bug ID.
PUM feature to select all fixes to "get me current“
New metadata provides object level patch and search capability
Across the board, reduced manual steps for patching.
Change Package is custom for the customer request and consolidated so that each object is in the package only once regardless of how many fixes include that object or how long it has been since your last update.
Reduced time and effort for Analysis and preparation, Patching, Verification. Analysis, customization, and verification needs doing only one time initially in your DEV environment. A custom change package created in DEV can then be applied to all your other environments.
Get the full and current PeopleSoft image every time.
The PeopleSoft Image (PI) is a rollup of patches delivered on a VirtualBox appliance that is downloaded from MOS
No need to deploy and maintain separate demo environments. Use a copy of the PeopleSoft Image virtual machine.
You search for the PI patch set in MOS
You can still search MOS by bug number or product and find the PI containing your bug fix
The VirtualBox image contains the actual applications maintenance database and file system and is on the current PeopleTools patch level
You search within the PI using PUM for the fixes and features content
In MOS, the “Bugs resolved by this Patch” section and readMe file contain all the Bugs or features delivered in the PI
Consistent Processing with Today After PUM steps to leverage existing knowledge and training
- Customer applies PUM custom CP to DEV first, then generates new CP from DEV including customizations. Apply to TEST for through testing, then to PROD
- PUM continues to integrate with Change Assistant, Change Packager, and Environment Management Framework (EMF)
- PUM is evolved from Update Gateway functionality to give you a familiar, yet enhanced, search experience
- After generating package in PUM, the customer experience is the same using PeopleTools Change Assistant and Change Packager to apply the changes to their environments.
- Dealing with customizations in the context of applying maintenance / features
Other
- Plan to deliver new image on a regular schedule
- New features will be delivered the same way and can be selected and applied when customer desires
- Customer experience is still very similar using PeopleTools Change Assistant and Change Packager. After creating your custom change package for patching using PUM, apply it to your DEV environment for customization, analysis, and validation. The, use the same Change Assistant and Change Packager tools you use today to generate your change package to apply to your other internal environments.
- Using Usage Monitor, you (customer) will know what you use the most, and use metadata correlation to give them better information about the areas they use and the bugs impacting those areas
Translations Delivered Differently – the image contains the English and ML version combined (though with exceptions)
Documentation included with the VB download contains information about the contents of the image
Information about what is fixed in the image release, including bug IDs and descriptions
Cumulative across images
Distinguishes between bug fixes, new features, and regulatory items
Benefits / New Capabilities of PUM
You create your initial change package
Reduced the # of manual steps
Change package is tailored to YOUR environment – what you need to apply and what you already have. No longer a ‘one-size fits none’ bundle.
Only have to apply one package – regardless of what you need or how long it’s been since the last time you updated your database
New capabilities to find bug fixes – ability to search by PeopleSoft object
Ability to press the ‘make me current’ button (related to above)
Something about translations – and that the image contains the English and ML version combined (though with exceptions)
Using Usage Monitor, we’ll know what they use the most, and use metadata correlation to give them better information about the areas they use and the bugs impacting those areas
Time to deploy is fast...from download to patching b/c VM
Customer don’t need to be on specific PT releases!!!!
Tailored to Each Customer
Customer Specified Selections
Customer Defined
Fully Patched Images
Use of PeopleSoft LCM Tools
Inclusion of Customizations
take changes regardless of current maintenance state
take only changes you want or need
single change package can get you current
your schedule not ours
more efficient streamlined process

23. PeopleSoft Lifecycle Management Using PeopleSoft Update Manager
Customer’s PeopleSoft Environments
Customer uses PeopleSoft Update Manager to generate tailored Change Package 2
Customer uses Change Assistant to apply tailored Change Package 3
Development
Virtual Machine
Staging/Test
Change Assistant
Customer periodically downloads latest fully patched PeopleSoft image from My Oracle Support 1
Customer applies customization once to tailored Change Package 4
Customer Tailored Change Package
Production

24. Program Investment Strategy PeopleTools 8.53 Features
PeopleSoft Update Manager
Future Plans

25. PeopleTools User Interface Roadmap Future Highlights
Next Generation UI
Fluid responsive page design
Branding Framework
WCAG 2.0 (Web Content Accessibility Guideline)
Activity Guides
Simplified setup, process automation
WSRP 2.0
Mobile Application Platform
Definitional UI development
REST framework

26. Sample Next Generation UI Page Responsive Design

27. Next Generation PeopleSoft Homepage Dynamic Tile Format

28. Next Generation PeopleSoft Homepage Personalized Navigation Bar

29. Next Generation PeopleSoft Homepage Personalized Navigation Bar

30. PeopleTools Analytics Roadmap Future Highlights
Next Generation Touch-friendly Pivot Grid
HTML5 Charting Integration
REST enablement of Query results
Next Generation UI for Self Service Reports

31. Next Generation Pivot Grid Responsive, Touch-friendly

32. PeopleSoft Initiative
Mastering PeopleTools
PeopleSoft continues to invest in new capabilities
Customers pursue the adoption of these capabilities
Some customers succeed, others struggle
The SOURCE of success can be difficult to pinpoint
Method used
Experience, training
Ease of use of the product

33. PeopleSoft Initiative
Mastering PeopleTools
Mastering PeopleTools Initiative to Cultivate:
Best Practice
How to… get started, install, configure, use, extend, excel
Success scenarios
Community of Experts

34. PeopleSoft Initiative
Mastering PeopleTools
Mastery Areas of Focus
PeopleSoft Integration
PeopleSoft Interaction Hub
Activity Guides
Related Content
PeopleSoft Test Framework
System Performance
Query, Reporting & Analytics
PeopleSoft Security

35. Key Session Takeaways
Simpler and more intuitive application user experience
Increased end user job effectiveness with role based Workcenters
Greater decision support capabilities and access to actionable information using in application Pivot Grids
Reduced need for customizations through functionally deep and enhancement rich applications
More affordable to manage and deploy leveraging Oracle Private Cloud technology

36. Resources Where To Get More Information
Customer Sites
PeopleSoft Applications External Site
Support 36

37. PeopleSoft Resources PeopleSoft 9.2 Information Portal

38. PeopleSoft Resources PeopleSoft Video Feature Overviews
General
ERP
PeopleSoft Update Manager
Supplier Hierarchy
Continuous Delivery Overview
Global Search for FMS/SCM
PeopleSoft Information Development
Mobile Inventory Manager
eProcurement User Interface and Global Search
HCM and ELM
Program Management Integration with Primavera P6
Global Search for HCM
Paycheck Modeling
Mobile Expenses
Benefits Life Events
Accounts Payable WorkCenter
Recruiting: Candidate Gateway
Cash Position and Forecast
Recruiting: Talent Acquisition Manager
Tools and Technology
ePerformance
Global Search, Related Actions, Component Search
Enterprise Learning Management
Mobile Company Directory
Actionable Operational Analytics
Setup Overview for Mobile Company Directory
WorkCenter Framework
Pivot Grids
Total Rewards
Mobile Approvals
Org Chart Viewer
PeopleSoft Interaction Hub
Talent Summary
iPad Certification
Manager Dashboard
Forms and Approvals Builder

39. PeopleSoft Resources Additional Documents
Documentation
Hosted PeopleBooks
Cumulative Feature Overview
PeopleSoft PeopleTools 8.53 Documentation Homepage
PeopleSoft PeopleTools 8.53 Release Value Proposition
PeopleSoft PeopleTools 8.53 PreRelease Notes 39

40. Q&A