top 10 reasons to upgrade your peoplesoft hcm application to 9.2
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Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2. Presented By: Arvind Rajan [email protected]. 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 - PowerPoint PPT PresentationTRANSCRIPT
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h t t p : / / w w w . b e a s t u t e . c o m
Top 10 Reasons to Upgrade your PeopleSoft HCM Application to 9.2
Presented By: Arvind [email protected]
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Agenda
2 Astute Business Solutions
•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
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Speaker Bio
3 Astute Business Solutions
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.
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PeopleSoft 9.2 – A significant new release
4 Astute Business Solutions
•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
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Oracle’s Long Term View on PeopleSoft
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PeopleSoft 9.2
2013 2014 2015 2016 2017 2018 2019
9.2 Feature Packs
PeopleSoft 9.3
Ongoing Delivery ofOff-Cycle capabilities
NOTE: Information shown here is subject to change by Oracle
PeopleTools Releases & Feature Packs 12-18 months
Major ReleasesEvery ~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
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What should you expect from 9.2?
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• 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.
Increasedcost savings
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9.2 HCM and ELM – High Impact Features
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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 Managementand 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
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Interaction Hub for 9.2/Tools 8.53 - Example
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Search – Quick search on JO’s and Applicants (configurable)
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
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Recruiting Dashboard - Example
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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
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Tools 8.53 – High Impact Features
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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
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Don’t just upgrade - TRANSFORM
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• “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.”
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What is your business telling you?
Address your Business Needs with 9.2
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Strike a Balance (If you can)
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•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
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• 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
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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.
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HCM 9.2 Features and Innovations
that can TRANSFORM
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• 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
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• 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
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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
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• 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
#8 – ePerformance
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• Transformation Note/Analysis
• Deployed with security, No end-user training necessary
• Improved user satisfaction, increased application/tools
leverage
#7 – Integrated Compensation Management
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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
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• Transformation Note/Analysis
• Empower users while maintaining data security
• Interactive
• No need to export data for further analysis
#6 – HCM Analytics
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What• Delivered Pivot Grids
• Easily configurable new grids
• Access, view, analyze, drill down, take
action
• Standard Reports
• OBI Analytics
• Embedded Analytics
• Includes transactional analytics
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HCM Analytics - Example
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#5 – Learning Dashboard
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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
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• 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
#4 – Mobile Capabilities
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• 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
#3 – Outlook Integration
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• 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
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• 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
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• 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
#1 – Benefit Life Events
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Upcoming Events on PeopleSoft HCM 9.2
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Topic Date
PeopleSoft HCM 9.2 Upgrade Health Check
August 7th 2013
Live Demonstrations of HCM 9.2/Tools 8.53
At RECONNECT Conference, July 23-25, Chicago, IL
PeopleSoft HCM 9.2 Upgrade in 4 weeks or less – Astute Labs
Jun 7th 2013
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Want more? Additional Resources on PeopleSoft HCM 9.2 are available at
Guides and Fact Sheetshttp://beastute.com/resources/guides-and-fact-sheets
HCM 9.2 eBook containing analysis of 9.2 features and transformationshttp://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 8.53http://beastute.com/sites/default/files/guides-fact-sheets/FAQ-PeopleSoftTestFramework_0.pdf
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PeopleSoft 9.2Upgrade Planning and Approach
with a Health Check
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Approaching your Transformation
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•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
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A brief guide to navigate the maze of options
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•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
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The Road(map) to Transformation
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•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
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Jump Start your Transformation with a 9.2 Health Check Assessment
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• High-level assessment of current state including technology, process and business needs
• Broad-stroke view of upgrade plan, challenges, and risksWHAT?
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 goalsand IT initiatives
• Get clearly defined next steps to achieve stated goals
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Jump right in! Get a 9.2 Sandbox
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•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
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• Q&A
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Company Profile
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•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
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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
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Human Capital Management PeopleSoft Expertise
CRM
CampusSolutions
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