Oracles Recommendations For Maximizing Your PeopleSoft .

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Oracle’s Recommendations for MaximizingYour PeopleSoft InvestmentCanRUG National ConferenceMarc WeintraubSenior Director, Product StrategyPeopleSoftJune 2017Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted

MWSafe Harbor StatementThe following is intended to outline our general product direction. It is intended forinformation purposes only, and may not be incorporated into any contract. It is not acommitment to deliver any material, code, or functionality, and should not be relied uponin making purchasing decisions. The development, release, and timing of any features orfunctionality described for Oracle’s products remains at the sole discretion of Oracle.Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted2

MWYour Reality as a PeopleSoft Customer Your PeopleSoft applications are “old” IT drives PeopleSoft investment decisions Restrictive and costly operational modelCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted3

MWRecommendations to Maximize Your PeopleSoft Investment Modernize Your Applications and UX Fully Execute on Selective Adoption Deploy PeopleSoft to Oracle CloudCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted4

MWModernize Your Applications and UXPeopleSoft’s Modern User Experience is Fluid UI Simple and Intuitive New Navigation Paradigm Search Driven Alerts and Notifications Responsive For Mobile and Desktop Personalizable Interactive Contextual Actions Information CentricBuilt on PeopleSoftCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted5

MWModernize Your Applications and UXPeopleSoft Fluid User Interface Leverages Existing Investment User Experience is the Visible PartYour Solutions but Not the Only PartVisibleSolution Get a Better User Experience with aUser ExperienceFunctionalityProven, Complete SolutionBusiness Logic Mitigate Risk and Reduce Costs byLeveraging Your Existing SolutionMaster DataUnderlyingSolutionConfigurationSecurityGet a ‘New’ Solution for LessInfrastructureCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted6

MWModernize Your Applications and UXSearch End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted7

MWModernize Your Applications and UXSearch End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted8

MWModernize Your Applications and UXNew Global Search Engine for PeopleSoft Elasticsearch replacing SES Delivered on PeopleTools 8.55 Completely transparent change to enduser Easier to deploy and manage, morescalable, and greater efficiency Search engine support:Strong Industry Adoption of Elasticsearch– Oracle’s PeopleSoft team to directly supportElasticsearch– SES supported until June 2018– SES and Verity not supported in PeopleTools 8.56Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted9

MWModernize Your Applications and UXApprovals and Page Composer Delivered using Fluid UI Mobile Visually Appealing Configurable and Extensible Cross Clustered Environments Richer Functionality Now AvailableSee more on our YouTube channelclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted10

MWModernize Your Applications and UXRelated Content Delivers the Right Information in the Right PlaceCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted11

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined Analytics End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted12

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined Analytics End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted13

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined Analytics End-users to define analyticsPublish analytics to homepagesAvailable within transactionsNo need for IT or customizationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted14

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined AnalyticsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted15

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined AnalyticsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted16

MWModernize Your Applications and UXSimplified Analytics Enables End-User Defined AnalyticsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted17

MWModernize Your Applications and UXNav CollectionsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted18

MWModernize Your Applications and UXNav CollectionsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted19

MWModernize Your Applications and UX“Classic Plus” Style to Align Classic and Fluid Pages Fluid UI where appropriate Classic UI will continue to exist Enhancement of Classic UI style sheet Enabled by PeopleTools 8.56Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted20

MWModernize Your Applications and UXPeopleSoft Fluid UI Myths1. What I need is not delivered in Fluid UI.– More than just a page rendering, it’s a holistic interaction model2. Just for casual users.– All users: casual, executive, power; Navigation, Simplified Analytics, Activity Guides3. Mobile only.– Responsive on all devices to support device “handoff”4. I can’t live without my Breadcrumbs!– Yes you can! Nav Collections, Adding Tiles to Homepages, Nav Bar Favorites5. Roll-out has to be a big complex project.– Navigation First / Pilot and Phased / Big Bang6. Retraining users will be long and costly.– So intuitive, most customer do not need to retrain users (or intentionally don’t)7. Nobody is adopting it.– 400 customers are live (United, Juniper, Deakin University, Clackamus Co.)Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted21

MWStrong Adoption400 Customers Adopting Fluid UICopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted22

MWModernize Your Applications and UXCall to Action and Next Steps Embrace Fluid UI because it is here tostay! Use Fluid UI as your primaryinteraction model. Take advantage of the latestPeopleTools release. Most new features delivered usingFluid UI. UI of transactional page should nothinder Fluid UI adoption. Incrementally add Fluid UI pagesbased on business need.Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted23

MWModernize Your Applications and UXHow to Get Started? Leverage the PeopleSoft Fluid UI Concept Page On the PeopleSoft Portal Video Feature Overviews Spotlight Series– Strategy– Development– Deployment Delivered Pages UX Standards Training Documentationclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted24

MWRecommendations to Maximize Your PeopleSoft Investment Modernize Your Applications and UX Fully Execute on Selective Adoption Deploy PeopleSoft to Oracle CloudCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted25

MWFully Execute on Selective AdoptionEmbrace the New Mind Set of PeopleSoft Selective AdoptionA world without upgrades — your businesssystems are agile and responsive.Updates are frequent — new featuresand maintenance are continuously delivered.You're in control — you decide what toapply and when to apply them.Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted26

MWFully Execute on Selective AdoptionEvolve Your Application Management StrategyIT and LOB CollaborationActivities: Maintenance and NewFeature AdoptionIT DrivenActivities: Maintenance OnlyChange AvoidanceActivities: NoneCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted27

Fully Execute on Selective AdoptionKnow What Has Been Delivered by Using the Cumulative Feature Overview ToolWith Update Image Details,Links to Videos, and AppliedBug Report UploadGet Started click meCopyright 2017, Oracle and/or its affiliates. All rights reserved. 28

Fully Execute on Selective AdoptionKnow What Has Been Delivered by Using the Cumulative Feature Overview ToolGet Started click meWith Update Image Details,Links to Videos, and AppliedBug Report UploadCopyright 2017, Oracle and/or its affiliates. All rights reserved.

MWFully Execute on Selective AdoptionNon ExhaustiveNotable Continuous Delivery ItemsHCM Employee and Manager Homepages Guided Self-Service My Team Company Directory Workforce Availability Self-Service Matrix Teams Candidate Gateway Online Withholdings Form Mobile Paychecks Employee SnapshotSee more on our YouTube channelclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted30

MWFully Execute on Selective AdoptionNon ExhaustiveNotable Continuous Delivery ItemsERP Expenses WorkCenters Supplier Watch List Accounting Tags Mobile Requisitioning Payment Requests GL Business Unit Management Procurement Operations Asset Tracking Supplier 360See more on our YouTube channelclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted31

MWFully Execute on Selective AdoptionNon ExhaustiveUnderstand the Roadmap for PeopleSoft HCMExpansion of Guided Self Service Non-Job Data Transactions (e.g. New Position) Configurable Fields and Attachments Multi-select Transactions Push Back to Previous ApproverIntuitiveHR Administrator Homepage Guided Processes and Checklists Review Transactions, Notification FrameworkEmployee Side by Side Compare For Managers and HR Administrators Core HR and Talent DataPowerfulMWEasyEmployee Snapshot Role Based Views Configurable EventsRecruiting Refer a Friend Diversity Analytics for Administrators LinkedIn IntegrationEnterprise Learning Management Mobile Search, Enroll, and Execute Training Merge External and Internal LearnersOn-boarding/Off-boarding (i.e. “Day One”) Configurable Guided Process via Activity Guide Workflow Approval by Individual Step Alerts and NotificationsPayroll for North America Mobile Direct Deposit WorkCenter Expansion Self Service Lockout During Payroll Runs Pay Sheet Update EnhancementTime and Attendance Mobile Approvals for Reported and PayableTime for Elapsed and Punch Time Reporters Manager Self Service for Employee Time Entry Absence Request Cancellation Enhanced Integration between Time and Laborand Absence Management Mobile/Redesigned Employee TimesheetPosition Management Self Service for Creating New Positions Effective Sequencing on Position Records Address FormattingHR Help Desk Secure Employee Relations Case TrackingDotted Line Reporting Manager and Employee Self Service Visualized in Company DirectoryBenefits Administration Dependent and Beneficiary Enhancements Enhanced Mobile Open Enrollment Live EventsExpansion of Mobile ApprovalsSimplified Analytics HR Administrator Analytics Absence Administrator Analytics Recruiting and Diversity Analytics Global Payroll Variance Analytics Workforce Availability Analytics Learning AnalyticsGlobal HR / Payroll Configurable Global Name Formatting Maintain Bank Accounts and Pay Distribution Guided Global Payroll for AdministratorsRegulatory Updates ACA Enhancements and Legislative Changes eSocial – GP Brazil / DSN – GP FranceCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted32

MWFully Execute on Selective AdoptionNon ExhaustiveUnderstand the Roadmap for PeopleSoft ERPIntuitivePowerfulMWEasyOperational Efficiencies Additional WorkCenters (Pricing Manager,Inventory, Cost Reconciliation) Match Exception Collaboration Voucher Staging Data Management Open Period Maintenance Mass Update for Billing Sourcing NOA and NOIA Notifications Contracts Pre-Bill Workbench Installment Payment PlansExpanded and Enhanced Mobility Supplier 360 Payables Operations Homepage Credit to Cash Homepage Supplier Self Service in eSettlements Customer Self Service in eBill Payment Enhanced Self Service Requisitioning Financial Structure Request Financial Position Request Receiving Asset Management Expenses (Receipt Split, Hotel Wizard,International Features, Payment Notifications) Grants Management DashboardGreater Supplier Lifecycle Management Supplier Collaboration Expansion Supplier Scorecarding and PerformanceManagement Comprehensive Supplier Portal Enhancements Supplier Diversity and QualificationConfigurable Frameworks Simplified Journal Entry Field Validation Framework Component Configuration Framework Mass Transaction Manager Enhanced and Mobile Enabled Forms andApproval BuilderCash Management Take Actions to Simulate and Move Funds Financial Gateway Payments ExpansionFaster Period Close Expand GL Spreadsheet Validation Expand GL WorkCenter My Work Mass Delete in GL Expansion of Accounting Tags Period Close Activity in GL WorkCenterAdditional Analytics Comprehensive Customer View Expenses vs. Budget Top Departmental Expenses Expenses Audit Risks Expenses with Exceptions Billable vs. Non-Billable Time and Expenses Revenue vs. Forecast Top Businesses by Revenue Profit and Loss for the Period Voucher Approval Cycle Time Vouchers on Hold AP and AR Productivity Visibility Payment Predictor Failure Rate AR Write-Off vs. Collections Strategic Sourcing Metrics Supplier Scorecard ng Project CommitmentsGreater Visibility Financial Balances HierarchyLegislative and Regulatory Revenue Recognition Lease Accounting VAT and Withholding UpdatesExpansion of Mobile ApprovalsCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted33

MWFully Execute on Selective AdoptionUnderstand the PeopleSoft Roadmap with the Planned Features and Enhancements PageSee Oracle Supportfor more informationclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted34

MWFully Execute on Selective AdoptionBe Heard and Contribute to the Roadmap via PeopleSoft Community Idea SpacesPeopleSoft Information Portal PeopleSoft YouTube ChannelSubmit enhancement requestsVote on submissionsShare information and best practicesAsk the community questionsOn My Oracle Support tinfo.comSocial Media@PeopleSoft InfoOracle PeopleSoft PageOracle PeopleSoft DevelopmentGroupBlogsClick Images For More InformationCopyright 2017, Oracle and/or its affiliates. All rights reserved. Oracle Confidential – Restricted Use Only35

Fully Execute on Selective AdoptionWorking with Customers to Define the RoadmapIdea SpacesUser Groups1:1 InteractionsAdvisory BoardPeopleSoft Product RoadmapCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted36

MWFully Execute on Selective AdoptionCall to Action and Next Steps You need a holistic, organization wideadjustment to this new mind set. Establish a schedule and budget that allows forfunctional evolution. Include your LOB in all parts of your selectiveadoption strategy. Adopt new features to accelerate the valueIT and LOB Collaborationproposition of selective adoption. Be willing to step out of the ‘PeopleSoft Box’and make changes.Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted37

MWFully Execute on Selective AdoptionHow to Get Started? Leverage the PeopleSoft Selective Adoption Concept Page On the PeopleSoft Portal Info Graphic Spotlight Series Strategy Guidelines– Customization Handling– Regression Testing– Scheduling White Papers Documentationclick meCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted38

MWRecommendations to Maximize Your PeopleSoft Investment Modernize Your Applications and UX Fully Execute on Selective Adoption Deploy PeopleSoft to Oracle CloudCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted39

MWDeploy PeopleSoft to Oracle CloudYour Current PeopleSoft Deployments Hinders Business Change and InnovationDesired Activities Change business configuration Review newly delivered features Develop new customization Test impact of planned changes End user training Roll out new applications Deploy to new geographies/BUsHindered by the Limited Numberof Usable EnvironmentsCustomization MigratingSynchronizing DataStorageScarcityInsufficient HardwareManaging EnvironmentsPowerConstraintsSystem PatchingNew Configuration LimitedRack SpaceInstallations CloningSchedule AvailabilityCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted40

MWDeploy PeopleSoft to Oracle CloudThe Best of All Possible WorldsThe PeopleSoft You KnowThe PeopleSoft You OwnOn the Cloud You Can Trust The PeopleSoft That WorksPlatformPlatformas aServiceInfrastructureas aServiceCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted41

Deploy PeopleSoft to Oracle CloudFlexible Choice of Deployment with PeopleSoftYour Data Center Same Solution Same Architecture Same ConfigurabilityOracle Data Center(IaaS PaaS)Deploy Anywhere: Oracle Cloud, On-Premise, or HybridCopyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted42

MWDeploy PeopleSoft to Oracle CloudOracle Cloud Machine Provides Delivery Choice for Oracle Cloud ServicesIaaSPaaSOracle Data Center(IaaS PaaS)Your Data Center Oracle Cloud delivered as a service behind your firewall. Same PaaS and IaaS software, same updates as Oracle Cloud.Same cost-effective subscription pricingmodel as Oracle Cloud.Conforms to regulatory, privacy, legal, andbusiness requirements.Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted43

MWDeploy PeopleSoft to Oracle CloudCapabilities of PeopleSoft Cloud Manager Coupled with Oracle CloudCloud ComputingMigrate to Oracle CloudElastic scaling based on demand Compute, Storage, Networking,Database as a Service, more Industry leading securedenvironments Lift and Shift existing environmentsto Oracle Cloud Migration of your configuration,data, and customizations Backup and restore to Oracle Cloud CLOUD MANAGERLife Cycle ManagementSelf Service ProvisioningSubscription to update releasechannels Complete environmentmanagement Applicat

Understand the Roadmap for PeopleSoft ERP Intuitive Easy Operational Efficiencies Additional WorkCenters (Pricing Manager, Inventory, Cost Reconciliation) Match Exception Collaboration Voucher Staging Data Management Open Period Maintenance Mas