Don't Just Upgrade to PeopleSoft 9.2 - TRANSFORM - Presented at OHUG 2013

h t t p : / / w w w . b e a s t u t e . c o m
Don’t Just Upgrade to
PeopleSoft 9.2 - TRANSFORM
OHUG 2013
Presented By: Arvind Rajan
Peoplesoft@beastute.com

Agenda
2 Astute Business Solutions
• PeopleSoft 9.2 – A significant new release
• High Impact Features in 9.2 / Tools 8.53
• Plan Your Upgrade with a Health Check
• Don’t Just Upgrade – Transform
• Q&A – Next Steps

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
Who we are
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
About 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.

PeopleSoft 9.2 – A significant new release
• IDC Report: PeopleSoft Leaps Forward
with Impressive 9.2 Release
• 10 major Innovations in PeopleSoft 9.2
(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

What should you expect from 9.2?
• 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
• Close knowledge and process gaps with activity guides,
Higher compliance with US and International regulations
like GAAP, IFRS, SEPA
Improved User
Experience
Mobilized and
Integrated Platforms
More business value
• User productivity increases, from WorkCenters, Access to
timely and faster information through Actionable
Operational Analytics, improved PeopleSoft Update
Manager etc.
Increased
cost savings

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

HCM Example – Recruiting Dashboard
My Job Openings –
Role based view for
recruiter in this example
Search – Quick
search on JO’s
and Applicants
(configurable)
My Alerts –
Real-time
alerts on my
jobs and
applicants

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

Don’t just upgrade -
TRANSFORM
14

• “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.”
What is your business telling you?
Address your Business Needs with 9.2

Improve Period Close with Real time
GL to sub-system reconciliation and
Collaborative Portals
PeopleSoft 9.2
can Transform
your Business
Control Data Accuracy and Improve
Data Entry Speed via Combination
Editing & SpeedCharts
Comply and Control – Implement
Financials Audit Framework
Secure your enterprise data with
PeopleTools Encryption
Collaborate – With employees,
suppliers, customers, partners
Use 9.2 to provide True Business Value

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

• 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
HCM and ELM –
Use 9.2 to Extend and Integrate
• Use 9.2 to improve your Financial Control and Reporting Business Processes
• Extend Financial Audit Framework to track changes to supplier core data
Financials
• Extend and integrate with suppliers through SRM
• Leverage pre-built Operational Analytics/Metrics
Supply Chain
Portals – Push information to your employees and communities within your organization
in real time. Give them a platform to collaborate and share.

PeopleSoft 9.2
Upgrade Planning andApproach
19

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

A brief guide to navigate the maze of options
• What are some of the new features in 9.2?
• How can your organization benefit?
• When should you upgrade?
At a glance
• 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?
In-depth

The Road(map) to Transformation
• Review current implementation, configurations and code
• Review pain points – what’s working and what’s not
• Review wish lists – must have, nice to have
Business Needs Analysis:
The Health Check for to 9.2 is a low-cost, actionable examination of the
three areas critical to any upgrade project:
• 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?
Organizational 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?
Technology Analysis:
For details, please visit http://beastute.com/services/strategic-
consulting/health-check

Jump Start your Transformation with a 9.2 Readiness
Assessment
• High-level assessment of current state including technology,
process and business needs
• Broad-stroke view of upgrade plan, challenges, and risks
WHAT?
WHY?
WHEN?
• 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

Jump right in! Get a 9.2 Sandbox
• 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
We have 9.2 up and running –
get your own instance provisioned instantly by Astute today
• For details, please visit http://beastute.com/solutions/astute-labs
• Visualize your organization on 9.2 - We can design, prototype, test and
demonstrate new release features as part of your Lab Upgrade and give you
access to test it online
Consider a Lab Upgrade – Save time and money and let our
experts do the heavy lifting for you

HCM 9.2 Features
and Innovations that
can TRANSFORM
14

• 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
#10 – Global Search HCM

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
#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
• Embedded Analytics like Time-to-Fill right on the
dashboard page – Actionable Information

• 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
#8 – ePerformance

• Deployed with security, No end-user training necessary
• Improved user satisfaction, increased application/tools
leverage
#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

• Empower users while maintaining data security
• Interactive
• No need to export data for further analysis
#6 – HCM Analytics
What
• Delivered Pivot Grids
• Easily configurable new grids
• Access, view, analyze, drill down, take
action
• Standard Reports
• OBI Analytics
• Embedded Analytics
• Includes transactional analytics

#5 – Learning Dashboard
• ELM 360 degree view
• Learning Pivot Grids
• Enhanced ELM/HCM Integration
• What
• Learning Homepage
• Intuitive Learning Search
• Enhanced Self Service
• Activity Guides

• 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
• Portability enhances acceptance,
productivity, user experience
#4 – Mobile Capabilities

• 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
• Brand new in 9.2 – Much awaited feature
• Request and view status of an Absence Request
from within Outlook
#3 – Outlook Integration

• 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
#2 – Paycheck Modeler
• 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

• 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
• Newly transformed feature in 9.2 – Much awaited
• Empowers Self Service capability for better
employee experience
#1 – Benefit Life Events

Company Profile
25

• Implement
• Upgrade
• Maintain
• Transform
ORACLE Partner
IT Services
PEOPLESOFT Experts FUSION APP Leaders
• GRC
• Health Checks
• Process Optimization
• IT Roadmap
Strategy Consulting
• Healthcare
• Higher Education
• Professional Services
• Financial Services
Industries
• 90-Day Upgrade
• Data Spii
• Manager Dashboard
• Fast Track
Solutions
Enterprise Solutions
• Software Implementations -
From Concept to Go-Live
• Upgrades and Maintenance –
Application Upgrades,
Patches/Fixes, Tools
Upgrades, DB Upgrades
• Application Outsourcing –
Support and Maintenance
Domain Expertise
• Human Capital, Financials,
Supply Chain, CRM
• Governance, Risk and
Compliance (Data Privacy)
• Business Intelligence –
Analytics, Reporting, Data
Warehouses
• Content Management –
Integration and Automation
Products & Solutions
• Fast Track – PeopleSoft
Upgrade Impact Analyzer
• Data SPII - Data Privacy
Solutions for PeopleSoft and
Oracle
• Health Check for Upgrade
• Smart Watch Application
Support Services
I T S E R V I C E S

Human Capital
Management PeopleSoft Expertise
CRM
Campus
Solutions
Customer
Relationship
Management
Implement
• Configure, Enhance
• Extend, Integrate
Maintain
• Upgrade
• Support
Transform
• Process
• Performance
Consult
• Analyze
• Recommend
Augment
• Temporary Staffing
• Contract to Hire
Financial and
Supply Chain
Management
Portals

Upcoming Webinars on PeopleSoft 9.2
Topic Date
PeopleSoft 9.2 Upgrade – Roadmap and
Planning
April 19th 2013
Business Transformation using HCM 9.2
May 17th 2013
Transformation using FSCM 9.2
Jun 14th 2013
9.2 Accelerated Lab Upgrade and Sandbox
Jun 7th 2013

Thank You
h t t p : / / w w w . b e a s t u t e . c o m

Appendix

Want more?
Additional Resources from Astute Business
Solutions on PeopleSoft 9.2 New Release Features
are available at
http://beastute.com/resources/guides-and-fact-
sheets
Additional information on PeopleSoft 9.2 is also
available at
Oracle Blogs – PeopleSoft Technology Blog and
PeopleSoft Apps Strategy Blog –
https://blogs.oracle.com
Oracle PeopleSoft Channel on YouTube -
http://www.youtube.com/channel/UCUhQ7fBYvSq
lGVSNMxRNPfg
13

Oracle’s Long Term View on PeopleSoft
PeopleSoft 9.2
2013 2014 2015 2016 2017 2018 2019
9.2 Feature Packs
PeopleSoft 9.3
Ongoing Delivery of
Off-Cycle capabilities
NOTE: Information shown here is subject to change by Oracle
PeopleTools Releases &
Feature Packs 12-18 months
Major Releases
Every ~3 Years
PeopleTools 8.53
PeopleSoft 9.4
9.3 Feature Packs 9.3 Feature Packs
PeopleTools 8.54
PeopleTools 8.55
PeopleTools 8.56
PeopleTools 8.57
PeopleTools 8.58
PeopleTools 8.59

Don't Just Upgrade to PeopleSoft 9.2 - TRANSFORM - Presented at OHUG 2013

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