Wednesday Jan 15, 2014

Oracle Releases New Value Adding Capabilities for Oracle’s PeopleSoft 9.2

Continuous Delivery of PeopleSoft Releases Provides Expanded Mobility and Business Process Excellence

Continued investment in Oracle’s PeopleSoft solutions results in the delivery of the PeopleSoft 9.2 Update Image 4.  This deliverable increases the considerable value of PeopleSoft by adding new capabilities to the previously delivered PeopleSoft 9.2 release – without the need to upgrade.  These new capabilities provide expanded mobile capabilities, extend the value of PeopleSoft through integrations, and offer new features that enable business process excellence.  In summary this delivery:

  • Enables customers to add value to their PeopleSoft 9.2 applications with the release of the PeopleSoft 9.2 Update Image 4.
  • Demonstrates Oracle’s commitment to PeopleSoft by continuously delivering additional new features, functions, and enhancements to the existing PeopleSoft 9.2 release.
  • Allows PeopleSoft 9.2 customers to use PeopleSoft Update Manager to selectively apply new capabilities from PeopleSoft Update Image 4 at their choosing.
  • Provides expanded mobile capabilities, extends the value of PeopleSoft through integrations, and enables business process excellence. 

Continuous Innovation of PeopleSoft 9.2 on the Customers Terms

  • Oracle’s new delivery model for PeopleSoft consists of PeopleSoft Update Images being released approximately every 10 weeks.  These PeopleSoft Update Images, like PeopleSoft 9.2 Update Image 4 (the fourth to be delivered) are cumulative.  This means customers can leverage them regardless of what changes have or have not been previously applied.  Customer use PeopleSoft Update Manager to apply changes delivered in PeopleSoft Update Images.
  • Introduced with the delivery of PeopleSoft 9.2 and designed to reduce the cost to stay current, PeopleSoft Update Manager transforms how customers adopt PeopleSoft changes. With PeopleSoft Update Manager, customers can:
    • Get Innovative New Capabilities without Upgrading
    • Take Only the Changes They Want, Tailored to Their Specific Needs
    • Determine When They Adopt Changes
    • Retain Strategic Customizations
    • Get Current Regardless of Prior Changes
  • PeopleSoft 9.2 Update Image 4 provides expanded mobile capabilities for employees on the go with:
    • The new Mobile Project Time Entry solution.  This mobile solution allows customers to accelerate cash flow by capturing billable time from employees regardless of where they are on their mobile devices. 
    • Enhanced existing mobile solutions including: Mobile Approvals extended to Treasury and Mobile eProcurement which now can include punch-out supplier items.
    • Mobile approvals via HTML email.  Now customers can approve over 25 transactions including: job offer, transfer, promotion, purchase order, expenses, and more directly from their email client without having to log into PeopleSoft.
  • Oracle’s PeopleSoft In-Memory Applications are unique solutions that combine best-in-class applications with high performance hardware that enable customers to make smarter decisions, reduce costs, and accelerate business processes.
  • PeopleSoft customers can extend the value of their existing PeopleSoft solutions through delivered integrations to value add Oracle Applications.  PeopleSoft 9.2 Update Image 4 includes bi-directional integration between PeopleSoft Human Capital Management 9.2 and Oracle’s Taleo Recruiting Cloud Service.  This out-of-the-box integration is also delivered for PeopleSoft Human Capital Management 9.1.  In addition, PeopleSoft 9.2 Update Image 4 includes new integration between PeopleSoft Financials and Oracle’s Fusion Accounting Hub to aid customers in consolidating multiple General Ledger systems.
  • New WorkCenters like the Asset Management WorkCenter and the Maintenance Management WorkCenter drive higher business productivity by bringing a user’s work (e.g. tasks, exceptions, and alerts) to them in a single, highly usable and interactive page.  The existing Contracts WorkCenter and the Grants WorkCenter have been enhanced to deliver even more poignant, actionable information like contracts set to expire and grant milestone due dates.
  • The free text search across multiple objects and multiple instances introduced in PeopleSoft 9.2 is expanded in PeopleSoft Update Image 4 to encompass PeopleSoft Supplier Contract Management content.  Users can quickly retrieve accurate and actionable search results for a more efficient search-driven approach to navigating.
  • In addition numerous legal and regulatory updates have been included in this PeopleSoft Update Image, including support for 2013 tax updates E and F for the US.
  • Existing PeopleSoft customers and partners may access release notes including PeopleSoft Financials and Supply Chain Management (FSCM) Update Image Overview (Through Update Image 4) and and various other PeopleSoft 9.2 materials at My Oracle Support.


Supporting Resources

Monday Dec 02, 2013

Upgrading to 9.2 - Info You Can Use (Part 3 - Eliminate Customizations)

Guest Blogger:    Shamus Kahl, Senior Practice Director, Oracle Consulting Solution Centers

Are your CEMLI’s Holding You Back?    PeopleSoft 9.2 provides a high degree of configuration and new functionality, which provides the ideal opportunity to eliminate customizations from older releases.

Upgrading your enterprise applications can be an intimidating experience depending on your organization’s level of customizations. Often times these customizations can have an on-going effect on your organization causing increased complexity, less flexibility, and additional maintenance cost.

Organizations that reduce their dependency on customizations:

  • Reduce complexity by up to 50%
  • Reduce the cost of future maintenance and upgrades
  • Create a foundation for easier enablement of new product functionality and business value
Oracle Consulting offers a complimentary service called Oracle CEMLI Benchmark and Analysis, which is an effective first step used to evaluate your PeopleSoft application CEMLI complexity. The service will help your organization understand the number of customizations you have, how you rank against your peer groups and identify target areas for customization reduction by providing a catalog of customizations by object type, PeopleSoft application module, CEMLI ID or Project ID and Business Process.

Whether you’re currently deployed on-premise, managed private cloud or considering a move to the cloud, understanding your customizations is critical as you begin an upgrade. Learn how you can reduce complexity and overall TCO with this informative screencast. For more information or to take advantage of this complimentary service today, contact Oracle Consulting directly at ask-oracleconsulting.com_us@oracle.com.

Tuesday Nov 12, 2013

Upgrading to 9.2 - Info You Can Use (part 2 - Get Hands On Experience)

Our guest blogger, Rebekah Jackson, continues with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.

Get Hands-On Experience With a an Easy to Install Demo Image

Once you have identified the features you believe can add value (see part 1 of this series here), we recommend that you use our Demo Images to quickly create a PeopleSoft environment where you can try out the new features. The Demo Images are virtual machines that run in VirtualBox.   They contain a fully functioning PeopleSoft environment, including the database, PeopleTools, and the application.  These images can be loaded onto nearly any sized machine that meets the specs outlined in the documentation, including a powerful desktop machine.     The image allows you to very quickly deploy a fully functioning PeopleSoft instance that you can use to explore new features and functions or run a conference room pilot.

To take advantage these Demo Images:

  1. Go to the Demo Images Home Page (Doc id 1552548.1) on My Oracle Support.
  2. Use the " Demo Image Quick Start Guide" and additional documentation links on that page to download and install your desired Demo Image.
  3. When installed, use the Demo Image to explore the desired features and capabilities.

Important Notes:

- It is not required to use the Demo Images to evaluate features and functions – any 9.2 instance will support this. We recommend use of the Demo Images because the setup and configuration is dramatically faster than doing a traditional PeopleSoft install.

- For those looking to explore new features and capabilities on PeopleSoft 9.1 releases, we have provided virtual machine images using the Oracle Virtual Machine technology. Details and links are available in Oracle’s PeopleSoft Virtualization Products page (Doc id 1538142.1).

Friday Nov 01, 2013

Miss Oracle Open World? View the PeopleSoft Roadmap Presentation Here

If you were unable to attend Oracle Open World in September, you missed out on some important PeopleSoft messages.   Don't despair!  You now have a chance to receive an update on PeopleSoft's presence at Oracle OpenWorld 2013 and the key messages delivered there.

You can view the “PeopleSoft Update and Roadmap” webcast found here on the Quest Users Group site.  (Note: this is available with a FREE subscriber account.  Anyone can sign up here at no cost.


This webcast recording presents the significant adoption and momentum behind PeopleSoft 9.2.  Viewers will also learn about the new release model for continuously delivering new capabilities to PeopleSoft customers at a lower cost enabled by the new PeopleSoft Update Manager.  There are also compelling live demonstrations of the major investment areas for PeopleSoft including a new PeopleSoft user experience enabling mobile solutions as well as In-Memory PeopleSoft applications.

You can view all presentations ns in the Oracle Open World 2013 Content Catalog.

Monday Oct 28, 2013

Upgrading to 9.2 - Info You Can Use (part 1)

Rebekah Jackson joins our blog with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.  

Find Features & Capabilities

There are many ways that you might learn about new features and capabilities within our releases, but if you aren’t sure where to start or how best to go about it, we recommend:

  1. Go to www.peoplesoftinfo.com
  2. Select the product line you are interested in, and go to the ‘Release Content’ tab
  3. Use the Video Feature Overviews (VFOs) on YouTube and the Cumulative Feature Overview (CFO) tool to find features and functions.
    1. The VFOs are brief recordings that summarize some of our most popular capabilities. These recordings are great tools for learning about new features, or helping others to visualize the value they can bring to your organization. The VFOs focus on some of our highest value and most compelling new capabilities. We also provide summarized ‘Why Upgrade to 9.2’ VFOs for HCM, Financials, and Supply Chain.
    2. The CFO is a spreadsheet based tool that allows you to select the release you are currently on, and compare it to the new release. It will return the list of all new features and capabilities, by product. You can browse the full list and / or highlight areas that look particularly interesting.
  4. Once you have a list of features by product, use the Release Value Proposition, Pre-Release Notes, and the Release Notes documents to get more details on and supporting value statements about why those features will be helpful.
  5. Gather additional data and supporting information, including:
    1. Go to the Product Data Sheets tab, and review the respective data sheets. These summarize the capabilities in the product, and provide succinct value statements for the product and capabilities.
    2. The PeopleSoft 9.2 Upgrade page, which has many helpful resources.

Important Notes:

  -  We recommend that you go through the above steps for the application areas of interest, as well as for PeopleTools. There are many areas in PeopleTools 8.53 and the 9.2 application releases that combine technical and functional capabilities to deliver transformative value.

   - We also recommend that you review the Portal Solutions content. With your license to PeopleSoft applications, you have access to many of the most powerful capabilities within the Interaction Hub.

   -  If you have recently upgraded to PeopleSoft 9.1, and an immediate upgrade to 9.2 is simply not realistic, you can apply the same approaches described here to find untapped capabilities in your current products. Many of the features in 9.2 were delivered first in our 9.1 Feature Packs. To find the Release Value Proposition, Pre-Release Notes, and Release Notes for these releases, search on ‘PeopleSoft 9.1 Documentation Home Page’ on My Oracle Support, and select your desired product area.

Sunday Oct 06, 2013

PeopleSoft User Experience Guidelines

The PeopleSoft Applications User Experience team is excited to announce the release of the PeopleSoft User Experience (UX) Guidelines. The UX Guidelines contain information about the usage of key PeopleSoft components to create highly usable, efficient, and productive experiences for Oracle customers.     For more information see this link:

Oracle Announces PeopleSoft User Experience Guidelines


Wednesday Aug 21, 2013

Oracle Hosts PeopleSoft Customer Advisory Boards

The PeopleSoft Customer Advisory Boards met last week at the Oracle Conference Center in Redwood Shores.    Over 180 customer attendees representing 113 member companies participated as well as our partner sponsors for the CAB:    Accenture, Grey Heller, Infosys,  MIPRO and SmartERP.   The CAB included three days of  product breakouts, round tables and keynotes covering the PeopleSoft roadmap and customer feedback across HCM, Financials, ESA, ALM, Procurement and Technology.     In addition there were customer presentations covering  best practice topics such as leveraging the PeopleSoft Interaction Hub and using org modeling as a strategic planning tool.    Customers were also provided deeper insight into the newly delivered PeopleSoft 9.2  with focus on  lifecycle management tools using the PeopleSoft Update Manager.   The event was well received by customers.    Rich Harvey, from Boise, summed up the experience this way:

"The recent PeopleSoft Customer Advisory Board meeting showed just how deep Oracle’s commitment is to both the product line and the customers of PeopleSoft. The CAB is just one of the many venues available to the PeopleSoft customer to discuss and offer observations about the PeopleSoft product line and Oracle’s strategy. Although PeopleSoft 9.2 was just recently released with its own set of increased functionality, new technologies and substantial improvement to the end user experience, PeopleSoft gave the CAB a view of the future. The exciting part of looking at the future enhancements to functionality, technology and end user experience is the realization that the customer may not need to wait for these until the next major release.  The new capability,  PeopleSoft Update Manager (PUM), will allow customers to incorporate new functionality into PeopleSoft 9.2 when they become available in a manner much easier than the past methodology.    PeopleSoft never left, always delivered value - but hey, they are here in a big way." 

Executive Q&A PanelCAB General Session

Monday Jul 15, 2013

10 Innovations in PeopleSoft 9.2 - #1 Unified Navigation With The PeopleSoft Interaction Hub

With PeopleSoft 9.2 you can take advantage of the latest capabilities in the PeopleSoft Interaction Hub.   You can use the Interaction Hub as the gateway for all your PeopleSoft applications and beyond.    This makes unifying PeopleSoft application content easy with common security and provisioning, branding, global search, and seamless unified navigation across your enterprise.     In addition you can facilitate enterprise collaboration with Workspaces, wikis, blogs, and discussions.   The solution is highly configurable and provides everything from company wide branding down to role based personalization options.   With unified navigation users have access to all their self service needs across HCM, Finance, Procurement, Supply Chain, and CRM with just one click.    The new global search capability provides a simple yet powerful tool for users to find and act on information regardless of which PeopleSoft product or database instance the information happens to reside.   From the same home page, users can search and act on a variety of  tasks such as job openings, employee data, performance reviews, life event changes, purchase orders, invoices, expenses and more.    A restricted use license of the PeopleSoft Interaction Hub is available to all PeopleSoft application customers free of charge.    For more details on the PeopleSoft Interaction Hub check out YouTube Video Feature Overview here and ongoing updates in our PeopleSoft Technology Blog link to the right of this posting.


Monday Jun 24, 2013

10 Innovations in PeopleSoft 9.2 - #2 Lower TCO With The Peoplesoft Update Manager

With the new PeopleSoft Update Manager in PeopleSoft 9.2 the way you manage updates to your PeopleSoft systems puts you in control of all changes on your schedule.   You can selectively apply patches with reduced time, effort, and cost.    Bundles and Maintenance Packs are no longer used.      Instead, a tailored custom package is automatically generated based on the parameters you select from the latest PeopleSoft source image.   You have access to all updates from Oracle on a cumulative basis and can select and search for specific updates such as new features, legal and regulatory changes, or a patch related to a specific issue, process or object.    Any prerequisites are automatically identified.  The  process of generating a change package is enabled through a new wizard with easy to follow steps and options.     As changes are introduced to your test environment the PeopleSoft Test Framework provides a closed loop process to run regression tests scripts against your changes.  For a quick overview of the PeopleSoft Update Manager check out the Video Feature Overview here:

PeopleSoft Update Manager Video Feature Overview


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
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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