Wednesday Apr 17, 2013

IDC Report: PeopleSoft Leaps Forward With Impressive 9.2 Release

As follow up to the many discussions and briefings regarding the recent PeopleSoft 9.2 release, IDC has published the following research note – Oracle’s PeopleSoft Leaps Forward with Impressive 9.2 Release Enabling Customers to Leverage Their Existing Software Investment.     Per IDC, "On March 18, 2013, Oracle announced the general availability of PeopleSoft 9.2, which included more than 1,000 new features, functions, and enhancements for Human Capital Management, Financials,Supply Chain Management, Projects, and Assets applications. Building on the technical foundation of the newly available PeopleTools 8.53 (made available in February 2013), the PeopleSoft 9.2 release includes an updated user experience for both casual and professional users, Oracle Secure Enterprise Search, and specific capabilities intended to reduce the total cost of ownership. In our opinion, there's a lot to like in PeopleSoft 9.2."

 The full report is posted here on Oracle.com:

PeopleSoft Leaps Forward With Impressive 9.2 Release

Monday Apr 15, 2013

10 Innovations in PeopleSoft 9.2 - #8 WorkCenters and Dashboards

Imagine a day in the life of operations users.  It is typically filled with a plethora of tasks that include entering data, resolving exceptions, running processes and creating reports and queries.   These users need to access the rich data set in the PeopleSoft systems throughout the day and make critical business decisions.  In this posting I will discuss how WorkCenters and Dashboards drive usability and user productivity to the next level by centralizing access to the right data at the right time.


WorkCenters
in 9.2 introduce a paradigm 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 very easy and seamless, without losing focus.    The users know exactly what their priorities are at any given point and can work toward resolving exceptions and bottlenecks quickly.  WorkCenters can be cross functional, highly configurable and deliver personalized content to the users based on their roles and permissions. 



Figure 1 PeopleSoft 9.2 Billing WorkCenter delivered through PeopleTools WorkCenter Framework and Applications WorkCenter Framework.


The 9.2 WorkCenters utilize the PeopleTools WorkCenter framework and Applications WorkCenter framework.  All WorkCenters are delivered preconfigured with a set of pagelets and links.  Besides these preconfigured pagelets, users can add their own pagelets and use the extensive options available through the framework to personalize the look and feel of the pagelets.  The standard pagelets included are –

  • My Work – This is a personalized workload that is delivered to the user through user based configuration such that one user’s work assignments are different from others.
  • My Links – This pre-seeded pagelet allows users to navigate to key functions of the application. Users can personalize this pagelet to include additional internal or external links. 
  • Queries –. This pagelet will allow users access to public and personal queries as well as Pivot Grids, PsQueries and PsQuery Manager.  
  • Reports and Processes – This pagelet will allow users access to reports they have generated and processes they need to run. For example, users can access the Reporting Console so they can have direct access to their process and report outputs.

Let’s look at examples of delivered WorkCenters in Financials.   The General Ledger WorkCenter will provide a GL or accounting analyst visibility into the most critical pieces of his job. He will know exactly what he should be working on at a give time including journals that need approval, journals in exception status and Chart of Account Requests.  The GL WorkCenter will support the accounting and finance mission of a timely period close.


The Accounts Payable WorkCenter will enable accounts payables users to work on voucher exceptions and matching errors and complete their payments-related tasks such as schedule payments on hold and pay cycle manager.  Additionally, users can also monitor supplier related information such as suppliers pending approval.  Accounts Payable users can view and resolve multiple exceptions from the same place and save time and manual effort.  The WorkCenter allows processing invoices more quickly so that discounts can be recognized and liabilities reduced.


Figure 2 PeopleSoft Accounts Payable WorkCenter allows AP managers to complete their tasks.


 The Grants and Contracts WorkCenters are intended to enable users to quickly identify and resolve key process exceptions so that awards and revenue contracts proceed unimpeded.


Figure 3 PeopleSoft ESA Grants WorkCenter streamlines contracts and grants processing.


In PeopleSoft HCM, the Time and Labor WorkCenter will provide a single point of entry for administrators and managers to relevant work areas.  Besides normal processing, users can proactively monitor critical transactions and handle exceptions.  Similarly, the ePerformance WorkCenter will streamline the performance process and simplify the user experience for both Managers and Employees.



Figure 4 PeopleSoft HCM Time and Labor WorkCenter simplifies the user experience in the performance process.


In the world of supply chain management, a Supply and Demand WorkCenter will provide a series of “out-of-the-box” actionable alerts to identify potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue POs, and more.


Figure 5 PeopleSoft Supply and Demand WorkCenter


While WorkCenters enable efficiencies for end users, Dashboards provide business managers a high level view of their operations.  The HCM Manager Dashboard available in 9.1, provides an at-a-glance view of important information to help managers know where they need to focus.  In 9.2, several new dashboards will be available.  For example, a Billing manager would like to know what the status of all his invoices is at a given point in time.  The Billing Dashboard will allow the billing manager to slice and dice key billing data using pivot grids and take actions right away to resolve issues.  The dashboard will provide access to key information and real-time analytics such as bills not interfaced to GL and AR, total bills in various billing statuses, and number of bills processed monthly in a quarter. Users will be able to drill into each of these analytics and view the detail transactions. These actionable pagelets will speed up invoicing, identify bottlenecks and streamline the revenue recognition process. 


Figure 6 Billing Dashboard provides operational data for Billing Managers


The manager-facing Accounts Payable Dashboard will focus on providing summary level details and supporting analytics encompassing the invoices flow within an organization. Leveraging the latest technology, the Accounts Payable Dashboard will provide access to key information and real-time analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging, scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail transaction drill-down capabilities.



Figure 7 Accounts Payable Dashboard provides summary level information for the invoice flow within an organization.


Similarly, the Supply Chain Dashboard will allow users to monitor, measure and optimize all aspects of demand and supply flow to encourage the free-flowing shipment of demand, thus obtaining the maximum billable revenue.


PeopleSoft 9.2 includes the WorkCenters and Dashboards across multiple products in HCM, Financials, and SCM.  The innovative capabilities provided in these WorkCenters and Dashboards will fundamentally transform the way users access and use PeopleSoft applications and lead to an enterprise wide improvement in user productivity, a significant reduction in operating costs and ultimately a much improved bottom line.

Monday Apr 08, 2013

10 Innovations in PeopleSoft 9.2 - #9 Actionable Operational Analytics

A powerful way to increase efficiency is with actionable operational analytics. Across different organizations, operational analytics can help business users to analyze data historically and in the moment for daily business activities. Embedded within each business process, it helps business users make the best possible decisions in context.

PeopleSoft operational analytics provide iteration of data analysis by enabling different views of the same data. In real time, business users can filter and slice the data for analysis with access to the latest transactions within PeopleSoft through delivered dashboards, workcenters, or related content.    Users can also configure chart views to immediately render the data in various formats such as bar, line or pie charts.   The technology used, Pivot Grids, provides interactive analytics with capabilities to drill down into the details and perform related actions.   Using related actions, a user can take action directly from a chart or data based on their security permissions.

Here are a couple of examples across HCM, ELM, Financials, and SCM that will help maximize productivity and support business decisions.

Human Capital Management (HCM)

Compensation provides Managers and Compensation Administrators key information to help them decide on salaries, bonuses, and cycle tracking. Managers are able to perform salaries comparisons, check if their employees' salaries are in range, and reward their employees based on performance analysis. Compensation Administrators can tightly control the cycle to monitor proposals status and easily identify whether the proposals fall within or outside the recommended guidelines.


Recruiting offers Recruiters and Hiring Managers metrics to manage job openings and applicants effectively. Key metrics for time to fill, vacancies, and the disposition of applicants are available to provide information such as number of job openings by month, which jobs have taken the longest to fill, and identify bottlenecks in the applicant’s process.

Global Payroll and Absence Management deliver a monitor for Administrators to easily review processing results and statistics. The monitor provides a flexible configuration for Administrators to define thresholds and alerts to quickly assess errors due to manual entries, errors resulting from the calculation process, and result variances. The monitor allows the Administrators to analyze key information; drill down to identify the root cause, and perform related actions to correct the problems.


Time and Labor analytics provide Managers and Administrators information about employees' Timesheet status, attendance, and absence patterns. They can quickly review any time pending approvals, employees with attendance violations, and employees’ absence occurrences.

Enterprise Learning Management (ELM)

Learning Compliance analytics provides an easy way to monitor learning progress and keep your organization in compliance. Administrators and Managers can quickly view learners’ status in any learning event and drill into the details to notify non-compliant learners. Monitoring learning progress and getting answers to “have my team members enrolled or completed their required training” or “is my organization in compliance” has never been easier.

Instructors and Administrators can have insight in to critical feedback to improve learning offerings using the Survey Results analytics. The analytics provide answers to questions such as “is the class meeting the needs of the learners” or “how can we improve our learning offerings.” Instructors can easily drill into the details to see what areas need improvement.

Financials

Billing delivers a dashboard that provides access to critical information for operational managers to review, drill down into the details, and take immediate action. Billing Managers can track and compare invoices, identify incomplete invoice processes, and review bills by status. This helps the Billing Managers identify variances, drill down into the invoice amounts for detail analysis, and proactively monitor incomplete invoice processes to help streamline the General Ledger and Accounts Receivables business flow.


Staffing provides Staffing Managers and Recruiters the ability to minimize the challenge of managing on-boarding resources and agenda tasks by using Staffing Overdue Branch Agenda and Near Term Branch Agenda analytics. The information rich analytics increase productivity to efficiently manage large numbers of candidates and unfilled resource requests. Users can easily identify any agenda items needing attention and quickly complete their work by priority or assignments.

Contracts facilitate easy access to a wide variety of contract elements that are essential when trying to handle the complexities inherent in managing revenue contracts. Administrators can keep a watchful eye with Contracts Status metrics to access information and quickly update contract lines.


Supply Chain Management (SCM)

Knowing if your organization is performing according to a customer’s expectation is challenging and usually done in a reactive mode. In Release 9.2, we  provide embedded related content displaying order fulfillment effectiveness and average time to pick, pack, and ship. With these metrics, organizations will be able to gauge whether or not they are maintaining agreed-upon service level agreements with their customers. We provide users a series of “out-of-the-box” alerts identifying potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue Purchase Orders, and more. In the case of order schedules past their shipment date, users may do a mass change to adjust shipment dates or switch the demand from one warehouse to another that has available stock.

These are only some operational analytics examples. We encourage you to read our PeopleSoft Human Capital Management 9.2 Documentation Home Page and PeopleSoft Financials and Supply Chain Management 9.2 Documentation Home Page to learn more about it.

Monday Apr 01, 2013

10 Innovations in PeopleSoft 9.2 - #10 Navigation With PeopleSoft Search and Related Actions

Welcome to the first in a series on ten major innovations delivered in PeopleSoft 9.2.     We begin the countdown at # 10 looking at the new PeopleSoft Search and Related Actions capabilities.    A number of our topics for this series will focus on user experience improvements that fundamentally change the way work gets accomplished in PeopleSoft.   PeopleSoft 9.2 is a pivotal release delivering on a new standard for enterprise wide  navigation.  This goes well beyond simply reducing clicks (which is certainly a benefit)  and provides a holistic approach for users that matches system behavior with user expectations.   To put it another way, the way the users thinks about their work is in alignment with how it can be accomplished.    There are several ways that this is enabled including Activity Guides, Train Stops, and WorkCenters that offer a high degree of personalization and configuration.   In this posting I'll discuss examples of the Search and Related Action Framework. 

In the last 9.1 Feature Pack we  introduced both of these concepts, where they are heavily utilized in areas like the Company Directory, Manager Dashboard, and Talent Summary.   With 9.2, these capabilities go much broader and deeper across HCM, Financials, and  Procurement.   Global searches can also be utilized in the PeopleSoft Interaction Hub to cross multiple PeopleSoft instances.   PeopleSoft Search enables global and keyword contextual searching so users can find the right information quickly.   Related Actions are provided with the search results and with one click a business process can be launched securely based on the user access level.    A couple of examples:

With PeopleSoft 9.2 Expenses, expense report information is indexed for faster searching of transactions, potential duplicates, and more to enable users to find the information they are looking for quickly.  Let's say a manager would like to see all expense reports related to her employees charging in remote internet access.   In the global search box, the manager can filter on "Expenses" and use "Remote" as the search term to retrieve all transactions.   The resulting search can be refined by choosing predefined facets by Employee Name, Approver Name, Expense Type, Date, or Report Status.   Specific records can then be viewed directly in context using Related Actions that allow the manager the option to take action such as Review, Approve, or Print the report.   All of this is accomplished securely from a single page with a minimum of clicks, without navigating through a menu structure or losing context.   

Another great example is procurement.   Similar to the expenses example, suppose I need to buy  printer paper.     In PeopleSoft 9.2 eProcurement, when I type in "printer paper" in the search box, the results can be refined by facets such as Manufacturer, Supplier, Preferred Supplier, Item Category.   The results have related actions that allow me to create a requisition directly from the search result and add the printer paper to my shopping cart.   It's a simple consumer focused set of actions that are readily understood by any internet shopper.   

See this Video Feature Overview to watch these examples in action:    PeopleSoft Global Search .

Whether working with assets, expenses, catalog items, vouchers, time sheets, compensation, performance, career plans, and more, you'll see the same power of search plus related actions across PeopleSoft 9.2.   What started with a few powerful examples in the last 9.1 feature pack goes enterprise wide.  It's just one example of how we've created the new standard for navigation.

Tuesday Mar 26, 2013

Customers and Partners Join Oracle's PeopleSoft 9.2 Early Success Program

In January we launched the PeopleSoft 9.2 Early Success Program for customers and partners.    The installation process for these customers and partners was greatly simplified with Oracle VM Virtual Box technology, enabling a much broader community to use the full release prior to the GA last week.    See the announcement here to understand why this is a pivotal release for all PeopleSoft customers:

Customers and Partners Join PeopleSoft 9.2 Early Success Program

With PeopleSoft 9.2 now generally available, downloads of the product as well as cloud services from Oracle and it's partners are available to all.  

Friday Mar 22, 2013

PeopleSoft Launches 9.2 to Over 4,000 Attendees at Alliance Conference

On Monday, PeopleSoft 9.2 was officially launched at the annual Alliance Conference in Indianapolis.   Over 4,000 customers and partners from the  Higher Education and Public Sector industries were on hand for the keynote announcement delivered by Paco Aubrejuan and Mark Armstrong.     Over 500 sessions were held from Sunday through Thursday by Oracle and the customer community.     Over 400 of these were customer and partner led.   A separate Executive Forum track included 125 customers.   Held annually, this is probably the most collaborative event in the enterprise space as customers openly share their case studies and approaches to solving business problems.  Over four days of sessions the PeopleSoft team provided deep dives and demonstrations of the new features in 9.2.    Prior to the conference, two days of Product Advisory Group meetings were held with members of the PeopleSoft Strategy team to discuss items under consideration for future releases.     At a session on PeopleSoft 9.2 HCM, the entire room raised their hands expressing an intent to upgrade.   Indianapolis was an appropriate venue to get the 9.2 engine started!     



Wednesday Mar 20, 2013

One Stop Shop For PeopleSoft 9.2 Information

With the GA announcement of PeopleSoft 9.2, we've created the URL below for customers and partners to easily locate the information they need for implementation and upgrades.     Whether you are looking for documentation, release content, training and more - it's all here:

PeopleSoft 9.2

Tuesday Mar 19, 2013

Take a Tour of PeopleSoft 9.2

Want a first look at a few of the innovations in PeopleSoft 9.2?     VFO's (Video Feature Overviews)  of PeopleSoft 9.2 are now posted on our YouTube channel here:

PeopleSoft YouTube Channel

Monday Mar 18, 2013

Oracle Releases PeopleSoft 9.2

Enabling customer to maximize their investment in Oracle's PeopleSoft applications, Oracle today announced that PeopleSoft Human Capital Management 9.2, PeopleSoft Financials 9.2 and Supply Chain Management 9.2 will be generally available Friday, March 22.  

 For more details see the announcement here:

Oracle Releases Oracle's PeopleSoft 9.2


Monday Feb 04, 2013

PeopleTools 8.53 is now GA!

PeopleTools 8.53 is now GA and ready for download.    This release has numerous enhancements and will be the tech foundation for PeopleSoft 9.2.     Please see this PeopleSoft Technology Blog posting for release highlights and documentation and training resources:

https://blogs.oracle.com/peopletools/entry/oracle_and_the_peoplesoft_development


Thursday Jan 31, 2013

Don’t Miss Out on COLLABORATE13 User Group Conference

The COLLABORATE13 User Group conference is right around the corner, April 7 – 11, 2013 in Denver, Colorado. COLLABORATE is the largest customer-led conference in the US for PeopleSoft customers. This year the Quest International Users Group is hosting all the education sessions and networking events for PeopleSoft customers. Get a sneak peek at what this amazing conference has in the COLLABORATE13 Conference Advance Program.

COLLABORATE13 Highlights

  • PeopleSoft Release 9.2 is nearly here, attend COLLABORATE13 to hear directly from Oracle's PeopleSoft executive management team on the value this new release can deliver to your organization.
  • Experts from Oracle and members of Oracle’s PeopleSoft product management team give guidance to attendees who want to upgrade or are planning an upgrade to PeopleSoft Release 9.2.
  • 400 Quest education sessions including, interactive panel discussions and hands-on learning opportunities packed with first-hand experiences, case studies and practical “how-to” content.
  • PeopleSoft content has increased by 42% this year with increased functional and “funcnotechnical” content based on customer feedback.
  • COLLABORATE13 covers topics for your whole Oracle applications ecosystem including: PeopleSoft, JD Edwards EnterpriseOne, JD Edwards World, Oracle Fusion Applications, Hyperion, Primavera, Oracle E-Business Suite, Oracle Business Intelligence Applications, Siebel, and more. Plus the event also offers education sessions for Oracle database and technology users.
  • The Quest International Users Group is the home of PeopleSoft. Register for COLLABORATE13 through Quest here: www.questdirect.org/COLLABORATEto receive PeopleSoft news, information on special events, and schedule changes regarding COLLABORATE13.

Thursday Nov 08, 2012

Cumulative Feature Overviews For PeopleSoft 9.2 Now Available

Cumulative Feature Overviews (aka CFO's), are a great tool to start your fit gap analysis for PeopleSoft 9.2.      Built into an Excel spreadsheet, it enables you to quickly understand major changes that have occurred across multiple releases for any give product.    For example, if you are on PeopleSoft Accounts Payable 8.9 and are looking for the changes that have occurred between 8.9 and 9.2, the CFO tool provides a list of these changes for all releases since PeopleSoft 8.9 with detailed descriptions.    Customers and partners can now download the 9.2 versions of the CFO's in My Oracle Support at the link below.

PeopleSoft Cumulative Feature Overview Tool Homepage [ID 1117033.1]


Tuesday Nov 06, 2012

PeopleSoft Video Feature Overviews

Video Feature Overviews are short three-to-five minute flash videos with narration that provide a concise, recorded demonstration of new and enhanced functionality in PeopleSoft applications and PeopleTools.   See the data sheet in the link below for more information:

PeopleSoft Video Feature Overviews

Monday Oct 08, 2012

Support Changes for PeopleSoft Applications

To ensure Oracle’s PeopleSoft applications customers continue to receive world class support from Oracle and have ample opportunity to upgrade to PeopleSoft Release 9.2, Oracle recently announced the following changes to Oracle’s Lifetime Support:

  • Extended Support for PeopleSoft Release 9.0 until June 2015
  • Waiver of Extended Support Fees on PeopleSoft Release 9.0
  • Waiver of Extended Support Fees on PeopleSoft Release 9.1

The extension of Oracle Extended Support for PeopleSoft Release 9.0 applications from various months in 2014 to June 2015 is documented in the “Oracle Lifetime Support Policy” for Oracle Applications found here: http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf

The waiver of Oracle Extended Support uplift fees on PeopleSoft Release 9.0 and PeopleSoft Release 9.1 applications is documented in the “Oracle Software Technical Support Policies” found here: http://www.oracle.com/us/support/library/057419.pdf

Furthermore, Oracle also recently announced Oracle Advanced Customer Support (ACS) service offerings for PeopleSoft Payroll for North America and PeopleSoft Global Payroll Release 8.9* to provide tax, legal, and regulatory updates. For more information on the Oracle Advance Customer Support (ACS) service offerings contact acsdirect_us@oracle.com.

*select country extensions only including: France, Spain, Mexico, United Kingdom, India, Australia, and New Zealand

COLLABORATE 13 Call for Papers

Attention PeopleSoft customers!  Speak at the largest user-led PeopleSoft conference of the year and attend for free!

Interested in submitting a presentation for COLLABORATE 13? October 12 is the deadline to submit your abstract. The COLLABORATE 13- Quest forum is your home for high-level education sessions around PeopleSoft.

Presenting doesn’t just mean giving a solo lecture: you can present with a vendor, give a demonstration (internet will be provided), facilitate a hot topic discussion or even offer best practices from an experience your company has been through. Remember, to submit an abstract now, all you need is a short description of your presentation.

Think you don't have a story to tell? Think again! Check out the COLLABORATE 13- Quest forum now to better understand what we are looking for. A selection committee of other PeopleSoft users will review all sessions and select the most relevant, customer-focused sessions possible to make COLLABORATE a great learning experience for everyone. Don't forget, one speaker from each session selected will be eligible to receive a complimentary registration to the entire event *some rules apply.

Also, don’t forget to include your functional counterpart. The selection committee is looking to increase the amount of functional users attending and want to help them glean the most out of the event.

Thank you for your time and please let the selection committee know if you have any questions about submitting a presentation. We look forward to seeing you at COLLABORATE 13 in Denver!

Quest's COLLABORATE '13 website - http://www.questdirect.org/collaborate

Sunday Oct 07, 2012

PeopleSoft 9.2 Release Notes Available For Customers and Partners / New Extended Support Info for PeopleSoft 9.0 and 9.1

Last week at Oracle Open World we announced the following changes to PeopleSoft support:

  • The PeopleSoft 9.0 Extended Support window has been lengthened to June 2015. (Includes PeopleSoft HCM, FSCM, CRM)
  • All Extended Support fees for PeopleSoft 9.0 have been waived through the June 2015 date.
  • All Extended Support fees for PeopleSoft 9.1 have been waived through their 2017 dates.

These changes provided customers with more flexibility to plan for the adoption of PeopleSoft 9.2. You can start your upgrade planning today, as PeopleSoft 9.2 Release Notes provide extensive documentation on 9.2 features. Access the Prerelease Notes on My Oracle Support to start planning your upgrade.

PeopleSoft HCM 9.2 Prerelease Notes: Doc ID 1494911.1

PeopleSoft FSCM 9.2 Prerelease Notes: Doc ID 1495347.1

About

This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

For information about PeopleTools see the PeopleSoft Technology Blog.

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