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www.btrgroup.com 877.287.4462 PeopleSoft the BIG FIVE Preparing for PeopleSoft 9.2’s Top Five New High-Impact Features 5

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Page 1: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

www.btrgroup.com877.287.4462

PeopleSoft

Oracle DB

Vulnerability Assessment

PeopleSoft DB

Vulnerability Assessment

Total Tests Run 24 34Total Tests Passed 7 7Total Tests Failed 17 27

Score 29% 21%

theBIG FIVEPreparing for

PeopleSoft 9.2’s Top Five New High-Impact

Features

5

Page 2: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

www.btrgroup.com877.287.4462

PeopleSoft

BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2is simpler, more intuitive to use, and includes improvements that will lower the total cost of ownership. It includes more than 1,000 new tools, functions, and enhancements, all of which can help your business run more efficiently. However, in order to utilize many of these great new features, there are important questions you need to consider. BTRG has compiled a list of the top 5 elements included in 9.2 and what your organization needs to do to best prepare for this new functionality.

THE BIG FIVE

PeopleSoft Update Images, containing new capabilities and maintenanceNew Capabilities Delivered 2 – 3 Times a YearPeopleTools Releases Every 16 – 18 Months

PeopleSoft Roadmap

2014 2015 20162013

PS9.22006-09PS9.0

2009-12PS9.1

Page 3: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

PUM

1OK, let’s address the largest component ofchange coming to your organization with the upgrade to the 9.2 version. The PeopleSoft Update Manager (PUM) is a game changer in the PeopleSoft world. This tool enables your business to stay current on patches and bug fixes. Additionally, it delivers tax updates as well as new functionality that may be strategic to the needs of your fast moving business.

SOUNDS GREAT, But here’s what you need in place to utilize PUM:

• You’ll need a separate, physical serverto download new images

• You’ll need technical and functional bandwidth foranalyzing new image releases and assess impact toyour current environment

• Someone in your organization will still needto apply the change package update

• You’re going to need to ensure you have an iterativetesting process to accommodate the pace of newimage releases

• BTRG suggests a best practice of implementing anentire image at a minimum of every 12–18 months

• The frequent release of new functionality will triggerthe need for change management and training—anorganizational change-management strategy needsto be in place

PUMDO YOU HAVE

A STRATEGY TO ADOPT

CONTINUOUS CHANGE?

PeopleSoft Update Manager

Page 4: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

WorkCenters

2WorkCenters in 9.2 introduce a new shift in how work gets done in PeopleSoft. WorkCenters are a one-stop shop for key roles within a business process to conduct transactions, take action on alerts and view reports and analytics. The built-in intelligence delivers work to the user and makes multitasking easy and seamless, without losing focus.

SOUNDS GREAT, But here’s what you need in place

to utilize WorkCenters:

• Oracle delivers a number of “pre-built” WorkCenters but you might need to build your own depending on internal roles and responsibilities

• Building and/or setting up a WorkCenter takes some time and that level of effort needs to be added into your project plan

WORKCENTERSARE THE DELIVERED

WORKCENTERS SUFFICIENT FOR YOUR

ORGANIZATION?

Page 5: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

Fluid UI

3Recently released in PeopleTools 8.54, Fluid UI is a new user interface that works across multiple device sizes like laptops, desktops, tablets, phones etc. This interface will show content in a dynamic manner in response to the size and orientation of the device’s screen. Fluid UI is the basis for mobile computing and the springboard for PeopleSoft’s strategy to deliver new mobile-ready applications through the PeopleSoft Update Manager (PUM).

SOUNDS GREAT, But here’s what you need in place to utilize Fluid UI:

• A complete review of your organization’s security protocols. Does your organization allow access to data from outside the firewall?

• An internal resource or consultant needs to be available to develop new Fluid UI pages as needed

FLUID UIDO YOU HAVE

PROPER SECURITY PROTOCOLS IN

PLACE?

Page 6: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

Secure Search

4Oracle’s Secure Enterprise Search (SES) is provided as part of the PeopleTools platform that is used with applications starting with release 9.2. SES is a powerful and robust search product that can enhance search and navigation within the PeopleSoft application. It provides features that are on par with consumer search engines.

SOUNDS GREAT, But here’s what you need in place to utilize SES:

• SES requires its own infrastructure

• Integration can be tricky so you may need a partner with experience to assist

• PeopleSoft supports more platforms and databases than SES, so you’ll need to verify that yours is covered

• If you choose not to implement SES, certain pages and functionality will not be available in v9.2

• Time needs to be built into the project plan to implement this tool

SECURE ENTERPRISE

SEARCH DO YOU HAVE THE

INTERNAL SKILL SET TO CONFIGURE?

IS THERE TIME BUILT INTO THE

PROJECT PLAN TO IMPLEMENT?

Page 7: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

Archiving

5Many of our clients have never put in place an archiving solution or data growth plan. A large amount of data will increase the duration of conversion and testing during the upgrade project. PeopleSoft delivers a tool branded the “PeopleSoft Archive Manager” to handle these data volumes.

SOUNDS GREAT, But here’s what you need in place to utilize

“PeopleSoft Archive Manager”:

• Do you have a Data Management Policy in place? How long should you retain data? What data needs to be accessible? Who needs to be involved in these decisions?

• Are your data issues too complex for the delivered PeopleSoft Archive Manager? Is another 3rd party tool needed to accomplish your goals?

• You’ll need a clear direction on when you need to archive—before, during or after the upgrade?

THE IMPACT OF LARGE

DATABASESARE YOU DEALING

WITH A LARGE VOLUME OF DATA?

Page 8: 877.287 877.287.4462 PeopleSoft BUILT ON A 25-YEAR HISTORY OF DELIVERING INNOVATIVE SOLUTIONS, PEOPLESOFT 9.2 is simpler, more intuitive to use, and includes improvements that will

www.btrgroup.com

CONTINUE TO INNOVATE WITHPEOPLESOFT

Call 877.287.4462 to learn more about upgrading to PeopleSoft 9.2

9.2BTRG has implemented, upgraded and integrated every major release of PeopleSoft since beta versions were introduced in the early 90’s. Today, BTRG is recognized as an Oracle Platinum Partner, a distinction we maintain with continuous training and a commitment to consultant education. We are on the forefront of PeopleSoft 9.2 upgrades, with numerous clients already experiencing significant results. In addition, BTRG is engaging organizations in discussions about Cloud options and best practices. No matter what your level of engagement, we make it easy to approach your project with confidence. Smart decisions start with intelligent dialogue.

Contact BTRG today to get the conversation started.