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
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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
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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
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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
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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
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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
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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
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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
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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
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11. Astute Business Solutions
Don’t just upgrade - TRANSFORM 14
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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.”
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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
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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.
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15. Astute Business Solutions
HCM 9.2 Features and Innovations that can TRANSFORM 14
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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
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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
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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
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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
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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
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21. HCM Analytics - Example
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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
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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
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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
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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
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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
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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
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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
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29. Astute Business Solutions
PeopleSoft 9.2 Upgrade Planning and Approach with a Health Check 19
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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
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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?
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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
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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?
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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
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35. Q&A
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36. Astute Business Solutions
Company Profile 25
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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
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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
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