Monday Nov 18, 2013

PeopleSoft is recognized as “Best in KLAS” in Healthcare for the Second Year in a Row


PeopleSoft is recognized as “Best in Klas” in Healthcare for the Second Year in a Row

Earlier this year, Oracle PeopleSoft received exciting news about our efforts in the Healthcare Industry.  For the second year in a row, KLAS has named Oracle’s PeopleSoft the best Financials/ERP software in its "2012 Best in KLAS Awards: Software & Services" report. The annual report, now in its 15th year, ranks the best-performing healthcare IT vendors in nearly 100 market segments based on ratings from nearly 20,000 interviews with healthcare providers. The award is based on the overall performance rating calculated from scores based on healthcare providers rating the product/vendor in the areas of Product Quality, Sales and Contracting, Implementation and Training, Functionality and Upgrades, Service and Support and General. We are honored to be recognized as the best Healthcare ERP provider for 2012.

KLAS is a healthcare technology research firm that specializes in monitoring and reporting the performance of software, services, medical equipment and infrastructure vendors. Working with thousands of healthcare executives from hospitals and clinics in North America, KLAS collects performance feedback to deliver timely reports, trends and statistics that provide a solid overview of vendor performance in the industry. 

You can view the Oracle Press Release announcing the award.

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.

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]


Sunday Sep 16, 2012

Focus On PeopleSoft at Oracle Open World

With over 170 PeopleSoft content sessions at this year's Open World, you can use the following links to make the most of your conference experience:

· Focus on PeopleSoft Applications Technology (PeopleTools)

· Focus on PeopleSoft Financials

· Focus On PeopleSoft Human Capital Management (HCM)

· Focus on PeopleSoft Procurement and Supply Chain Management (SCM)

· Focus on PeopleSoft Projects (ESA)

For all Oracle products use this link:

http://www.oracle.com/openworld/focus-on/index.html

Oralce OpenWorld 2012, September 30 - October 4, 2012 San Francisco


Wednesday Jul 11, 2012

PeopleSoft HCM and FSCM 9.2 Release Value Propositions

PeopleSoft Human Capital Management (HCM) and Financials and Supply Chain Management (FSCM) are world-class solutions for organizations of every size, region, and industry. Oracle’s planned product roadmap for PeopleSoft applications is to deliver valuable, needed features for all of an organization’s constituents along three design principles — Simplicity, Productivity, and Lowered Total Cost of Ownership — as well as new application functionality as prioritized by our customers.

The upcoming 9.2 releases of PeopleSoft Human Capital Management, Enterprise Learning Management, Asset Lifecycle Management, Enterprise Service Automation, Financial Management Solution, Supply Chain Management, and Supplier Relationship Management focus on these themes of Simplicity, Productivity, and Lower Total Cost of Ownership while also delivering robust new functionality to help your organization succeed.

The recently published PeopleSoft HCM and ELM 9.2 Release Value Proposition and PeopleSoft ALM, ESA, FMS, SCM, and SRM 9.2 Release Value Proposition provide overviews of the new features and enhancements planned for these applications for Release 9.2. These documents offer customers a road map intended to help them assess the business benefits of upgrading to the 9.2 release while also helping them plan their IT projects and investments. (Links are to My Oracle Support pages, available to customers and partners.)

Oracle continues to deliver enterprise-wide features that enhance our customer ownership experience and helps them run their businesses more efficiently and profitably. With the HCM and FSCM 9.2 releases, we continue to abide by this firm commitment we’ve made to our customers.

Thursday Jun 21, 2012

PeopleSoft RECONNECT Conference Unites the PeopleSoft Community

The PeopleSoft team is looking forward to participating in this new PeopleSoft deep dive conference from the Quest International Users Group.  We’ve worked diligently with the leadership of Quest’s PeopleSoft Special Interest Groups (SIG’s) and Regional User Groups (RUG’s) to make sure this national user event delivers PeopleSoft content that meets the needs of the PeopleSoft community.

The inaugural PeopleSoft RECONNECT conference will be held August 27-29, 2012 in Hartford Connecticut.  Through our Product Strategy, Development and Support teams Oracle will provide support for education sessions in these key tracks:

  • Human Capital Management (HCM)
  • Financials (FMS)
  • Supplier Relationship Management (SRM)
  • Supply Chain, Manufacturing & Distribution (SCM)
  • Project Costing
  • Applications Technology (PeopleTools)

Oracle will host a general session from John Webb, plus roadmap sessions for the major PeopleSoft product areas.  We will also host enhancement discussions for our key PeopleSoft solutions allowing participants to contribute to the future of PeopleSoft through an interactive forum.  All of this is part of the 100+ education sessions being offered by the customer and vendor community.  

There’s a lot of buzz around this conference, so don’t delay in registering key members of your team today.  We look forward to seeing you there so register NOW!

Friday Feb 24, 2012

PeopleSoft Long Term Investement Plan and Roadmap

I'm often asked by customers, what's next for the PeopleSoft product line? It's a topic we love to discuss, as there are a lot of great things happening with the PeopleSoft products as you might have seen in our recent Feature Pack 2 announcements and YouTube postings. Striving to put more of this information in the hands of our customers, last year we published a multi-year roadmap that went well beyond a typical statement of direction for the next planned release. It included both functional and technical directions for all PeopleSoft products over multiple years. A number of the features highlighted in this original roadmap document have now been delivered with the culmination of 9.1 Feature Pack 2 and PeopleTools 8.52. We've now included additional updates for PeopleSoft 9.2 and beyond.

This document is available on My Oracle Support for all Oracle customers with a valid MOS login:

PeopleSoft Long Term Investment Plan and Roadmap

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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