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Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2

Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2. Presented By: Arvind Rajan Peoplesoft@beastute.com. 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

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Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2

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  1. Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2 Presented By: Arvind Rajan Peoplesoft@beastute.com

  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

  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

  4. Astute Business Solutions 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 4

  5. Astute Business Solutions Oracle’s Long Term View on PeopleSoft PeopleSoft 9.2 PeopleSoft 9.3 PeopleSoft 9.4 9.2 Feature Packs 9.3 Feature Packs 9.3 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 12-18 months • Major Releases • Every ~3 Years NOTE: Information shown here is subject to change by Oracle 5

  6. Astute Business Solutions 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

  7. Astute Business Solutions 9.2 HCM and ELM – High Impact Features 7

  8. Astute Business Solutions Search – Quick search on JO’s and Applicants (configurable) 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 A configurable end-user experience with embedded help 8

  9. Astute Business Solutions 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 Recruiting Dashboard - Example 9

  10. Astute Business Solutions Tools 8.53 – High Impact Features 10

  11. Astute Business Solutions • Don’t just upgrade - TRANSFORM 14

  12. “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.” Astute Business Solutions Address your Business Needs with 9.2 What is your business telling you? 12

  13. Astute Business Solutions 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 13

  14. 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 Astute Business Solutions Use 9.2 to Extend and Integrate HCM and ELM – 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. 14

  15. Astute Business Solutions • HCM 9.2 Features and Innovations that can TRANSFORM 14

  16. 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 #10 – Global Search HCM

  17. 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 Astute Business Solutions #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

  18. 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 #8 – ePerformance

  19. Transformation Note/Analysis Deployed with security, No end-user training necessary Improved user satisfaction, increased application/tools leverage Astute Business Solutions #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

  20. Transformation Note/Analysis Empower users while maintaining data security Interactive No need to export data for further analysis Astute Business Solutions #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

  21. Astute Business Solutions HCM Analytics - Example

  22. Astute Business Solutions • Transformation Note/Analysis • ELM 360 degree view • Learning Pivot Grids • Enhanced ELM/HCM Integration • What • Learning Homepage • Intuitive Learning Search • Enhanced Self Service • Activity Guides #5 – Learning Dashboard

  23. 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 #4 – Mobile Capabilities

  24. 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 Request and view status of an Absence Request from within Outlook Astute Business Solutions #3 – Outlook Integration

  25. 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 Astute Business Solutions #2 – Paycheck Modeler • 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

  26. 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 #1 – Benefit Life Events

  27. Astute Business Solutions Upcoming Events on PeopleSoft HCM 9.2 27

  28. Astute Business Solutions Want more? Additional Resources on PeopleSoft HCM 9.2 are available at Guides and Fact Sheets http://beastute.com/resources/guides-and-fact-sheets HCM 9.2 eBook containing analysis of 9.2 features and transformations http://beastute.com/fscm-ebook-sign-up Oracle Blogs – PeopleSoft Technology Blog and PeopleSoft Apps Strategy Blog – https://blogs.oracle.com Oracle PeopleSoft Channel on YouTube - http://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg FAQ’s on PeopleSoft Test Framework in PeopleTools 8.53 http://beastute.com/sites/default/files/guides-fact-sheets/FAQ-PeopleSoftTestFramework_0.pdf 13

  29. Astute Business Solutions • PeopleSoft 9.2Upgrade Planning and Approach with a Health Check 19

  30. Astute Business Solutions Approaching your Transformation Business Readiness • Maintenance/Support Fatigue? • Upgrade Nightmares from the past? • Budgetary Challenges? IT Readiness • Is your platform scalable? • Do you need to upgrade hardware/software? • Are you ready to support new tools and technologies? Change Management 30 • 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?

  31. Astute Business Solutions 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? 31

  32. Astute Business Solutions 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 http://beastute.com/services/strategic-consulting/health-check 32

  33. Astute Business Solutions 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? • Jump-start your upgrade planning efforts • Get data points to support the “transform” approach WHY? • Do it now – get a head start • Get a summary upgrade roadmap tied to your business goalsand IT initiatives • Get clearly defined next steps to achieve stated goals WHEN? 33

  34. Astute Business Solutions 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 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 34

  35. Q&A Astute Business Solutions

  36. Astute Business Solutions • Company Profile 25

  37. 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 Astute Business Solutions About Astute Business Solutions • 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 37

  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 38

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