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PeopleSoft 9.2 Upgrade

PeopleSoft 9.2 Upgrade

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PeopleSoft 9.2 Upgrade

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  1. PeopleSoft 9.2 Upgrade Roadmap and Planning Presented By: Astute Business Solutions

  2. Astute Business Solutions Arvind Rajan – Speaker Bio • 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. 2

  3. Astute Business Solutions Agenda • PeopleSoft 9.2 – A significant new release • High Impact Features in 9.2 / Tools 8.53 • Don’t Just Upgrade – Transform • Planning Your Upgrade • Q&A – Next Steps 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 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 5

  6. Astute Business Solutions 9.2 FSCM – High Impact Features 6

  7. Astute Business Solutions My Work – Real-time updates on pending tasks and work items My Links - Navigate quickly to frequently used links My Dashboard – Summary info on invoice flow with supporting analytics FSCM 9.2 – AP WorkCenter and Dashboard 7

  8. Astute Business Solutions 9.2 HCM and ELM – High Impact Features 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 HCM Example – Recruiting Dashboard 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 Use 9.2 to provide True Business Value • Improve Period Close with Real time GL to sub-system reconciliation and Collaborative Portals • 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 • PeopleSoft 9.2 can Transform your Business 13

  14. 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 14

  15. 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 – Use 9.2 to Extend and Integrate 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. 15

  16. Astute Business Solutions • PeopleSoft 9.2Upgrade Planning and Approach 19

  17. 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 17 • 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?

  18. Astute Business Solutions 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? 18

  19. 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 19

  20. Astute Business Solutions 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? • 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? 20

  21. 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 • 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 21

  22. Astute Business Solutions • Company Profile 25

  23. 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 • 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 23

  24. Astute Business Solutions Implement Upgrade Maintain Transform ORACLE Partner PEOPLESOFT Experts FUSION APP Leaders IT Services Strategy Consulting Industries Solutions • GRC • Health Checks • Process Optimization • IT Roadmap • Healthcare • Higher Education • Professional Services • Financial Services • 90-Day Upgrade • Data Spii • Manager Dashboard • Fast Track IT SERVICES Enterprise Solutions Domain Expertise Products & Solutions • Software Implementations - From Concept to Go-Live • Upgrades and Maintenance – Application Upgrades, Patches/Fixes, Tools Upgrades, DB Upgrades • Application Outsourcing – Support and Maintenance • Human Capital, Financials, Supply Chain, CRM • Governance, Risk and Compliance (Data Privacy) • Business Intelligence – Analytics, Reporting, Data Warehouses • Content Management – Integration and Automation • Fast Track – PeopleSoft Upgrade Impact Analyzer • Data SPII - Data Privacy Solutions for PeopleSoft and Oracle • Health Check for Upgrade • Smart Watch Application Support Services 24

  25. 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 25