Download presentation
Presentation is loading. Please wait.
Published byArchibald Barnett Modified over 10 years ago
1
Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2
Presented By: Arvind Rajan
2
Astute Business Solutions
Agenda Introductions and Overview PeopleSoft 9.2 – A significant new release High Impact Features in HCM 9.2 / Tools 8.53 Don’t Just Upgrade – Transform Top 10 Reasons to Upgrade to HCM 9.2 Plan Your Upgrade with a Health Check Q&A – Next Steps 2 Astute Business Solutions
3
Astute Business Solutions
Speaker Bio Arvind Rajan Co-Founder and PeopleSoft Practice Lead at Astute Business Solutions PeopleSoft Solution Architect with 15 years of experience in implementing, upgrading and managing PeopleSoft applications Experienced in PeopleSoft HCM, FSCM, CRM, EPM, CS and Portals for Healthcare, Higher Education, Financial Services, Distribution, Manufacturing, Professional Services and Non Profit organizations Recent speaking engagements include Oracle Open World, Quest Midwest, DMUG, NorCal RUG, Collaborate and many others. 3 Astute Business Solutions
4
PeopleSoft 9.2 – A significant new release
IDC Report: PeopleSoft Leaps Forward with Impressive 9.2 Release 10 major Innovations in PeopleSoft (Oracle PeopleSoft Apps Strategy Blog) like Actionable Analytics, WorkCenters and Dashboards, Navigation with Search and Related Items Simpler and Intuitive, Lower TCO Mobile Solutions for HCM and FSCM 9.2 4 Astute Business Solutions
5
Oracle’s Long Term View on PeopleSoft
9.2 Feature Packs 9.3 Feature Packs 9.3 Feature Packs 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 NOTE: Information shown here is subject to change by Oracle 5 Astute Business Solutions
6
What should you expect from 9.2?
User productivity increases, from WorkCenters, Access to timely and faster information through Actionable Operational Analytics, improved PeopleSoft Update Manager etc. Increased cost savings Improved User Experience Secure Enterprise Search with Related Content Actions, Reduced customizations, PeopleSoft Interaction Hub and more Delivered mobile solutions for Expenses, Requisitions, Approvals, Company Directory and a standards-based platform to extend other parts of PeopleSoft to mobile Mobilized and Integrated Platforms Close knowledge and process gaps with activity guides, Higher compliance with US and International regulations like GAAP, IFRS, SEPA More business value 6 Astute Business Solutions
7
9.2 HCM and ELM – High Impact Features
Functional Area High Impact Features and Enhancements Absence Management Outlook Integration - Logging into PeopleSoft HCM is no more necessary to manage absence requests, thus can be managed on the go. Benefits 508 Compliance, Life Events Guided Process, Benefit Enrollment Statistics Talent Management and CG Redesigned Candidate Gateway with Guided Navigation, new homepage, Pivot Grid analysis, Flex Hiring and JO processes, JO 360 and Applicant 360 Core HR and Compensation Enhanced Smart HR, Head Count Pivot Grids, Enhanced Profile Management, Job change in Open Compensation cycle, Pivot Grids for analysis and comparison of salaries, Compensation History ePerformance Configurable, standardized work center, reduced costs, mid-period review, Outlook integration, integration to career and succession planning NA and Global Payroll Faster administration with Global Payroll and Absence Monitor, Departmental Analysis using Pivot Grids, Flexible Monitor Configuration, Enhanced Integration with Financial Gateway, SEPA Compliance, Paycheck Modeling 7 Astute Business Solutions
8
Interaction Hub for 9.2/Tools 8.53 - Example
From a single company branded home page, users can access any transaction across HCM, ELM, and HR HelpDesk. Through the latest version of PeopleTools, is available to all customers without the need for any additional license Search – Quick search on JO’s and Applicants (configurable) A configurable end-user experience with embedded help 8 Astute Business Solutions
9
Recruiting Dashboard - Example
My Alerts – Real-time alerts on my jobs and applicants My Job Openings – Role based view for recruiter in this example Search – Quick search on JO’s and Applicants (configurable) 9 Astute Business Solutions
10
Tools 8.53 – High Impact Features
Technical Area High Impact Features and Enhancements PeopleSoft Search Framework Faster and powerful keyword-based search results at Application level with pre-configured indices, facets and related actions, Component Level keyword search Lifecycle Management PeopleSoft Update Manager – Staying current was never so easy Data Migration Workbench – manages migration of configuration data with numerous checks and approvals PeopleSoft Test Framework – Significantly enhanced Security Administration Secure by Default initiative – salt-enabled user passwords, Embedded Help Configurable page specific help (instructions) to speed up tasks, New Online Help with embedded media and interactivity BPM’s Reporting and Analysis Enhancements Redesigned Reporting Console and My Reports Pagelet, Chart and Pivot Grid enhancements User Interface New look and feel, Related Actions/Content, WorkCenters, Dashboards, Activity Guides 1010 Astute Business Solutions
11
Astute Business Solutions
Don’t just upgrade - TRANSFORM 14 Astute Business Solutions
12
Address your Business Needs with 9.2
What is your business telling you? “Help me cut costs and streamline operations.” “I need to adapt to changing business conditions.” “We need to timely access to business information to make better and informed decisions.” “My business needs to be secure, available and protected.” “We must achieve stated business results.” “We need a single global instance to consolidate our international business units.” “We need an agile system that helps us compete and be responsive to our customers, suppliers and employees”.” “We must reduce our carbon footprint and move to more online automated processes from current paper-based ones.” 1212 Astute Business Solutions
13
Strike a Balance (If you can)
Balancing business priorities with existing projects and support: A common theme across most organizations Tactical needs overtake strategic priorities, Business priorities supersede optimization efforts Lack of resources or knowledge internally to discover and take advantage of new release features that add business value Upgrade and Transform Extend and Integrate Optimize and Tune Manage IT Spend Support Existing Apps Manage Change 1313 Astute Business Solutions
14
Use 9.2 to Extend and Integrate
HCM and ELM – Make recruiting, hiring and onboarding seamless and reach out to right talent with the right message. Reduce overheads and increase response times by rolling out PeopleSoft self-service and mobile applications Use 360 degree view to get full visibility into employee training Financials Use 9.2 to improve your Financial Control and Reporting Business Processes Extend Financial Audit Framework to track changes to supplier core data Supply Chain Extend and integrate with suppliers through SRM Leverage pre-built Operational Analytics/Metrics Portals – Push information to your employees and communities within your organization in real time. Give them a platform to collaborate and share. 1414 Astute Business Solutions
15
Astute Business Solutions
HCM 9.2 Features and Innovations that can TRANSFORM 14 Astute Business Solutions
16
#10 – Global Search HCM Astute Business Solutions What
A search experience that functions similarly to the internet Can span multiple apps Enables users to transact on search results Facets to narrow result sets, How Delivered as well as configurable search indexes Driven by user security access Enterprise wide Related Actions feature Transformation Note/Analysis Many enhancements feature in 9.2 Application level (in 9.1) to Enterprise Wide (in 9.2) Initiate business processes from search results Productivity increase Astute Business Solutions
17
#9 – Improved Recruiting Solution
What Recruiting Dashboard brings together Candidate and Job Opening Data Job Application using Train Stops, Password Controls, Recruiting Pivot Grids How New Welcome screen for candidate with the option to customize welcome message. Enhanced Job Search functionality for applicant Step by step navigation that guides the applicant through the application process when applying for a job Transformation Note/Analysis One stop access to Alerts, Applicants, Job Openings, Interview schedules – Better user experience Quick Search Links within the Dashboard – Saves time and effort Embedded Analytics like Time-to-Fill right on the dashboard page – Actionable Information Astute Business Solutions
18
#8 – ePerformance Astute Business Solutions
Transformation Note/Analysis Performance Management Workcenter lets the manager view performance document in a easy to use, flexible and configurable page Define Goals/Objectives and Rate or Comment them Create mid period check points on the performance documents to initiate Employee-Manager discussions Astute Business Solutions
19
#7 – Integrated Compensation Management
What Reporting and Analytics capabilities of pivot grids embedded with transactional pages Open Comp Cycle Changes Improved usability for Ad Hoc Salary Change Comp History with embedded charts Transformation Note/Analysis Deployed with security, No end-user training necessary Improved user satisfaction, increased application/tools leverage Astute Business Solutions
20
#6 – HCM Analytics Astute Business Solutions What
Delivered Pivot Grids Easily configurable new grids Access, view, analyze, drill down, take action Standard Reports OBI Analytics Embedded Analytics Includes transactional analytics Transformation Note/Analysis Empower users while maintaining data security Interactive No need to export data for further analysis Astute Business Solutions
21
HCM Analytics - Example
Astute Business Solutions
22
#5 – Learning Dashboard Astute Business Solutions What
Learning Homepage Intuitive Learning Search Enhanced Self Service Activity Guides Transformation Note/Analysis ELM 360 degree view Learning Pivot Grids Enhanced ELM/HCM Integration Astute Business Solutions
23
#4 – Mobile Capabilities
What PeopleTools 8.52 is certified on the Safari browser on an iPad running version 4.2 or later Ability to user dashboards and workcenters on your iPad No need to wait for development of a native iPad App How Access almost any transaction that can be accessed on a desktop Transformation Note/Analysis Portability enhances acceptance, productivity, user experience Astute Business Solutions
24
#3 – Outlook Integration
What As simple as entering a self-service absence request using PeopleSoft Enables you to manage personal and absence events all in one single calendar Time reporting reconfigured How Request and view status of an Absence Request from within Outlook View current balance in Outlook Delivered Dynamic Display definition – can be configured to meet business needs Transformation Note/Analysis Brand new in 9.2 – Much awaited feature Astute Business Solutions
25
#2 – Paycheck Modeler Astute Business Solutions What
Allows employees to calculate ‘what-if’ scenarios related to their paycheck without updating Production tables Configurable by paygroups, time allows for updates, and specific earnings deductions etc. How With a highly intuitive user interface System validations in place even while modeling Pulls in real-time employee pay data and brings our estimates with drill down capability Transformation Note/Analysis Brand new in 9.2 – Much awaited feature Empowers employees with ability to plug in scenarios before making payroll changes Reduces workload on Support Centers and Help Desks Astute Business Solutions
26
#1 – Benefit Life Events Astute Business Solutions What
Based on Tools 8.53 feature, Activity Guides Supports end-to-end HR and Benefits Business processes 4 delivered Activity Guides How Step-by-step action links guide user to implement benefit life event to their profiles Actions could allow for updates to PS pages, custom pages or external website pages Ensures uniform compliance, data integrity Transformation Note/Analysis Newly transformed feature in 9.2 – Much awaited Empowers Self Service capability for better employee experience Astute Business Solutions
27
Upcoming Events on PeopleSoft HCM 9.2
Topic Date PeopleSoft HCM 9.2 Upgrade Health Check August 7th 2013 Live Demonstrations of HCM 9.2/Tools 8.53 At RECONNECT Conference, July , Chicago, IL PeopleSoft HCM 9.2 Upgrade in 4 weeks or less – Astute Labs Jun 7th 2013 2727 Astute Business Solutions
28
Want more? Astute Business Solutions
Additional Resources on PeopleSoft HCM 9.2 are available at Guides and Fact Sheets HCM 9.2 eBook containing analysis of 9.2 features and transformations Oracle Blogs – PeopleSoft Technology Blog and PeopleSoft Apps Strategy Blog – Oracle PeopleSoft Channel on YouTube - FAQ’s on PeopleSoft Test Framework in PeopleTools 8.53 13 Astute Business Solutions
29
Astute Business Solutions
PeopleSoft 9.2 Upgrade Planning and Approach with a Health Check 19 Astute Business Solutions
30
Approaching your Transformation
Maintenance/Support Fatigue? Upgrade Nightmares from the past? Budgetary Challenges? Business Readiness Is your platform scalable? Do you need to upgrade hardware/software? Are you ready to support new tools and technologies? IT Readiness Do you know what’s coming in 9.2? Do you have a roadmap to get there? How can you help business and IT cope with the change? Change Management 3030 Astute Business Solutions
31
A brief guide to navigate the maze of options
At a glance What are some of the new features in 9.2? How can your organization benefit? When should you upgrade? In-depth 9.2 - What’s been added / deleted / changed? Would you like to compare 9.2 with 9.1? 9.0? 8.9? Will 9.2 solve your current problems? How can you find out? What do you need to do to prep for this upgrade? What are some dependencies that you should address? 3131 Astute Business Solutions
32
The Road(map) to Transformation
The Health Check for to 9.2 is a low-cost, actionable examination of the three areas critical to any upgrade project: Business Needs Analysis: Review current implementation, configurations and code Review pain points – what’s working and what’s not Review wish lists – must have, nice to have Organizational Analysis: What can we transform as part of this upgrade? How do we enable Business and IT to manage this change? Do we have executive sponsorship? Technology Analysis: Infrastructure Upgrade? What’s required? Code retrofit and migration – what’s involved? New toolset – Portals, Web Services, Social, Collaboration – what should we look at? For details, please visit 3232 Astute Business Solutions
33
Jump Start your Transformation with a 9.2 Health Check Assessment
High-level assessment of current state including technology, process and business needs Broad-stroke view of upgrade plan, challenges, and risks WHAT? WHY? Jump-start your upgrade planning efforts Get data points to support the “transform” approach Do it now – get a head start Get a summary upgrade roadmap tied to your business goals and IT initiatives Get clearly defined next steps to achieve stated goals WHEN? 3333 Astute Business Solutions
34
Jump right in! Get a 9.2 Sandbox
We have 9.2 up and running – get your own instance provisioned instantly by Astute today Take it for a test drive and checkout new features Consult with our experts - we can prototype new release features mapped to your business requirements and showcase them to you See it in action – we can configure the Sandbox to mimic some of your processes and showcase them to you Consider a Lab Upgrade – Save time and money and let our experts do the heavy lifting for you For details, please visit Visualize your organization on We can design, prototype, test and demonstrate new release features as part of your Lab Upgrade and give you access to test it online 3434 Astute Business Solutions
35
Q&A Astute Business Solutions
36
Astute Business Solutions
Company Profile 25 Astute Business Solutions
37
About Astute Business Solutions
Who we are Corporate Overview Oracle Partner – Focused on PeopleSoft, Oracle EBS, OBIEE Experts and Leaders - in PeopleSoft HCM, FSCM, CRM, EPM, Portals, Campus Solutions and ESA Clients and Operations in USA, Canada, Middle East and India Global Delivery Model Competency Overview Upgrade – Experienced in 8.x and 9.x upgrades, Tools Upgrades Implementation – New Implementations, Global Rollouts, Multi-currency, Consolidation Support – 24x7 Application Support – Functional, Technical, Development Assessments– Security, Upgrade Impact Analysis, Health Check, Architecture and Sizing Process – Process Optimization and Performance Improvement 3737 Astute Business Solutions
38
Astute Business Solutions
Implement Configure, Enhance Extend, Integrate Augment Temporary Staffing Contract to Hire Maintain Upgrade Support Consult Analyze Recommend Transform Process Performance CRM Portals Financial and Supply Chain Management Campus Solutions Customer Relationship Management Human Capital Management PeopleSoft Expertise 3838 Astute Business Solutions
Similar presentations
© 2025 SlidePlayer.com Inc.
All rights reserved.