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

2. 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

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

4. 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

5. 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

6. 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

7. Mobile Enabling PeopleSoft

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

9. Recruiting Add Candidate Search Candidates Post Jobs
Interview Evaluation

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

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

12. Procurement
Approvals
Purchase Order
Requisition
Contract
Receiving

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

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

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

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

17. 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

18. 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

19. 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

20. 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.

21. 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

22. 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 th Anniversary

23. The University of Cambridge
Collegiate University with 31 Colleges
Over 100 Departments
26,000 Students (18,000 fte)
7,500 Staff

24. Cambridge & Oracle Implemented Campus Solutions 8.0 in 2005
Current architecture
Campus Solutions 9.0
PeopleTools
(moving to /12/2012)
Oracle database 11g

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

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

27. 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!!

28. Mobile Enablement
Instigation
Google analytics

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

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

31. 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

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

33. What do we want to Mobilize?
2009 ?

34. TCU Mobile

35. 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

36. What do we want to Mobilize?
2013
Everything

37. 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!

38. 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

39. One says it all
llllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllll

40. 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

41. 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

42. 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

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

44. User Interface Challenges

45. 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

46. Security / Support Challenges

47. 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

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

49. Managing a Mobile Project

50. 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

51. 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

52. 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

53. 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

54. Questions
For more info and a copy of this presentation:

55. 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)

56. 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

57. 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

58. 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

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

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

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

62. Save the Date QuestDirect.org/COLLABORATE
APRIL 7-11, 2014
Sands Expo and Convention Center
Las Vegas, Nevada
QuestDirect.org/COLLABORATE
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