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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Keynote
The PeopleSoft Investment Strategy
Marc Weintraub
Senior Director, Product Strategy
PeopleSoft
Jun 2017
Confidential – Oracle Restricted
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
Confidential – Oracle Restricted 2
MW
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Thank You!
Customer Community and Cedar Consulting
MW
Confidential – Oracle Restricted 3
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Three Core, Concurrent Strategies
Oracle’s Investment Strategy
Invest in Existing
Applications
Commitment to all customers
to enhance and support
existing applications
Next Generation Cloud-Centric
Development and Acquisition
Develop and acquire next generation,
best-in-class cloud solutions
including: SaaS, IaaS, and PaaS
Practical Path to
the Cloud
Develop programs and support
for customers to adopt cloud on
their terms with less risk
4Confidential – Oracle Restricted
MW

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Focus First On Desired Outcomes
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Confidential – Oracle Restricted 5
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft as Part of Oracle’s Strategy
The Current State of PeopleSoft
65,000
person years of
development
5,000+
customers
worldwide
1,050+
new features
delivered
67%
adoption rate
18 supported
languages
1,000+
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Confidential – Oracle Restricted 6
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft as Part of Oracle’s Strategy
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new features
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multiple times a
year
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Confidential – Oracle Restricted 7
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Investment Strategy and Roadmap
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9Confidential – Oracle Restricted
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 10
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
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Confidential – Oracle Restricted 11
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Leverage a Modern, Intuitive, and Mobile User Experience
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• Classic UI will continue to exist
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Confidential – Oracle Restricted 13
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 14Confidential – Oracle Restricted
Leverage a Modern, Intuitive, and Mobile User Experience
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 15
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
You're in control — you decide what to
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Updates are frequent — new features
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Confidential – Oracle Restricted 17
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
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Evolve Your Application Management Strategy
Confidential – Oracle Restricted 18
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Change Avoidance
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IT Driven
Activities: Maintenance Only
IT and LOB Collaboration
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Feature Adoption
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Adjust to a Model of Consuming Change on a Periodic Basis
Confidential – Oracle Restricted 19
Continuous Delivery Means Continuous Value
2010
PeopleSoft Roadmap
20302015 2020 2025
Mar ’13: PeopleSoft
continuous delivery
Oct ‘14: PeopleSoft
Fluid UI
Feb ’17: PeopleSoft
Cloud Manager
Dec ‘27: Current
commitment of Premier
Support “at least through”
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Jun ’13: First
Update Image
Oct ’16: Elasticsearch
for PeopleSoft
Oct ‘16: Page Composer
Ongoing: Quarterly
release of Update Images
PeopleTools releases planned for every 12 – 18 months.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
0
20
40
60
80
100
120
140
160
180
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
2013 2014 2015 2016 2017
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Calendar Year/Quarter
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Adjust to a Model of Consuming Change on a Periodic Basis
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Non Exhaustive
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 23Confidential – Oracle Restricted
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See Oracle Support
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
It’s the Journey Not the Destination
Value from PeopleSoft Today While Preparing for Any Potential Tomorrow
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24Confidential – Oracle Restricted
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Lower Costs and Increase Agility of Application Deployment
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Confidential – Oracle Restricted 25
Desired Activities
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
• Same Solution
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• Same Configurability
Lower Costs and Increase Agility of Application Deployment
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Confidential – Oracle Restricted 26
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Lower Costs and Increase Agility of Application Deployment
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Confidential – Oracle Restricted 27
Migrate to Oracle Cloud
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to Oracle Cloud
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data, and customizations
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enables business users
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specific use cases
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MW
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Lower Costs and Increase Agility of Application Deployment
Many Use Cases for Deploying PeopleSoft to Oracle Cloud
28
All (including Production)
Environments
What’s on the Oracle Cloud?
What’s on Premise?
What’s it Means to You?
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savings, and lower risk
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Non-Production PeopleSoft
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What’s it Means to You?
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Confidential – Oracle Restricted
Demo and Update Manager
Environments
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What’s it Means to You?
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Focus First On Desired Outcomes
What Are Your Objectives?
• Modern, Mobile User Interactions
• Data Driven Decision Making
• Flexible, Functionally Complete Business Processes
• Rapid and Agile Innovation Cycles
• Low Cost, High Impact DevOps
MW
Achieve These with PeopleSoft Today and Better
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Confidential – Oracle Restricted 29
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
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20. Marc Weintraub - PeopleSoft Keynote - The PeopleSoft Investment Strategy

  • 1. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | PeopleSoft Keynote The PeopleSoft Investment Strategy Marc Weintraub Senior Director, Product Strategy PeopleSoft Jun 2017 Confidential – Oracle Restricted
  • 2. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Confidential – Oracle Restricted 2 MW
  • 3. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Thank You! Customer Community and Cedar Consulting MW Confidential – Oracle Restricted 3
  • 4. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Three Core, Concurrent Strategies Oracle’s Investment Strategy Invest in Existing Applications Commitment to all customers to enhance and support existing applications Next Generation Cloud-Centric Development and Acquisition Develop and acquire next generation, best-in-class cloud solutions including: SaaS, IaaS, and PaaS Practical Path to the Cloud Develop programs and support for customers to adopt cloud on their terms with less risk 4Confidential – Oracle Restricted MW
  • 5. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Focus First On Desired Outcomes What Are Your Objectives? • Modern, Mobile User Interactions • Data Driven Decision Making • Flexible, Functionally Complete Business Processes • Rapid and Agile Innovation Cycles • Low Cost, High Impact DevOps MW Maximizing Value to Our Customers by Investing in Multiple Solutions Confidential – Oracle Restricted 5
  • 6. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | PeopleSoft as Part of Oracle’s Strategy The Current State of PeopleSoft 65,000 person years of development 5,000+ customers worldwide 1,050+ new features delivered 67% adoption rate 18 supported languages 1,000+ person, dedicated development team MW Confidential – Oracle Restricted 6
  • 7. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | PeopleSoft as Part of Oracle’s Strategy Commitment and Ongoing Investment Ensures a Vibrant Strong Future for PeopleSoft Cloud Deployment greater agility with simplified operations Intuitive modern, mobile user experience enabled by Fluid User Interface Support “through at least” 2027 Selective Adoption choose what to adopt and when Roadmap driven by customers Continuous Delivery new features delivered, multiple times a year MW Confidential – Oracle Restricted 7
  • 8. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | PeopleSoft Investment Strategy and Roadmap Make PeopleSoft a Powerful, Industry Leading, Modern Solution Intuitive, Mobile User Experience 8Confidential – Oracle Restricted MW MW Analytic Driven Decision Making Continuous Delivery of Robust Functional Capabilities Flexible, Low Cost Deployment
  • 9. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | It’s the Journey Not the Destination Value from PeopleSoft Today While Preparing for Any Potential Tomorrow Today • Leverage a modern, intuitive, and mobile user experience. 9Confidential – Oracle Restricted MW • Take advantage of PeopleSoft Fluid User Interface. Future
  • 10. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 10 Leverage a Modern, Intuitive, and Mobile User Experience PeopleSoft’s Modern User Experience is Fluid UI • Simple and Intuitive • New Navigation Paradigm • Search Driven • Alerts and Notifications • Responsive • For Mobile and Desktop • Personalizable • Interactive • Contextual Actions • Information Centric Built on PeopleSoft MW
  • 11. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Leverage a Modern, Intuitive, and Mobile User Experience Nav Collections Confidential – Oracle Restricted 11 MW
  • 12. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Leverage a Modern, Intuitive, and Mobile User Experience Nav Collections Confidential – Oracle Restricted 12 MW
  • 13. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Leverage a Modern, Intuitive, and Mobile User Experience • Fluid UI where appropriate • Classic UI will continue to exist • Enhancement of Classic UI style sheet • Planned for PeopleTools 8.56 “Classic Plus” Style to Align Classic and Fluid Pages Confidential – Oracle Restricted 13 MW
  • 14. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 14Confidential – Oracle Restricted Leverage a Modern, Intuitive, and Mobile User Experience Related Content Delivers the Right Information in the Right Place MW
  • 15. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 15 Leverage a Modern, Intuitive, and Mobile User Experience Simplified Analytics Enables End-User Defined Analytics • End-users to define analytics • Publish analytics to homepages • Available within transactions • No need for IT or customization MW
  • 16. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | It’s the Journey Not the Destination Value from PeopleSoft Today While Preparing for Any Potential Tomorrow Today • Leverage a modern, intuitive, and mobile user experience. • Adjust to a model of consuming change on a periodic basis. 16Confidential – Oracle Restricted MW • Take advantage of PeopleSoft Fluid User Interface. • Employ a Selective Adoption strategy for PeopleSoft. Future
  • 17. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | You're in control — you decide what to apply and when to apply them. Updates are frequent — new features and maintenance are continuously delivered. A world without upgrades — your business systems are agile and responsive. Adjust to a Model of Consuming Change on a Periodic Basis PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager MW Confidential – Oracle Restricted 17
  • 18. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Adjust to a Model of Consuming Change on a Periodic Basis Evolve Your Application Management Strategy Confidential – Oracle Restricted 18 MW Change Avoidance Activities: None IT Driven Activities: Maintenance Only IT and LOB Collaboration Activities: Maintenance and New Feature Adoption
  • 19. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Adjust to a Model of Consuming Change on a Periodic Basis Confidential – Oracle Restricted 19 Continuous Delivery Means Continuous Value 2010 PeopleSoft Roadmap 20302015 2020 2025 Mar ’13: PeopleSoft continuous delivery Oct ‘14: PeopleSoft Fluid UI Feb ’17: PeopleSoft Cloud Manager Dec ‘27: Current commitment of Premier Support “at least through” Post Dec ‘27: Continued investment and support base on customer demand MW Jun ’13: First Update Image Oct ’16: Elasticsearch for PeopleSoft Oct ‘16: Page Composer Ongoing: Quarterly release of Update Images PeopleTools releases planned for every 12 – 18 months.
  • 20. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 0 20 40 60 80 100 120 140 160 180 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2013 2014 2015 2016 2017 Adjust to a Model of Consuming Change on a Periodic Basis New Features Over Time Continuous Delivery Means Continuous Value Calendar Year/Quarter #ofNewFeatures 20Confidential – Oracle Restricted MW PeopleSoft9.2GA 750+ New Applications Features Delivered Since PeopleSoft 9.2 General Availability HCM/ELM* ERP *includes CRM features for employee engagement
  • 21. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Adjust to a Model of Consuming Change on a Periodic Basis Planned ~18 Month Roadmap for PeopleSoft ERP Intuitive Easy Operational Efficiencies • Additional WorkCenters (Pricing Manager, Inventory, Cost Reconciliation) • Match Exception Collaboration • Voucher Staging Data Management • Open Period Maintenance • Mass Update for Billing • Sourcing NOA and NOIA Notifications • Contracts Pre-Bill Workbench • Installment Payment Plans Expanded and Enhanced Mobility • Supplier 360 • Payables Operations Homepage • Credit to Cash Homepage • Supplier Self Service in eSettlements • Customer Self Service in eBill Payment • Enhanced Self Service Requisitioning • Financial Structure Request • Financial Position Request • Receiving • Asset Management • Expenses (Receipt Split, Hotel Wizard, International Features, Payment Notifications) • Grants Management Dashboard Expansion of Mobile Approvals Greater Supplier Lifecycle Management • Supplier Collaboration Expansion • Supplier Scorecarding and Performance Management • Comprehensive Supplier Portal Enhancements • Supplier Diversity and Qualification Configurable Frameworks • Simplified Journal Entry • Field Validation Framework • Component Configuration Framework • Mass Transaction Manager • Enhanced and Mobile Enabled Forms and Approval Builder Cash Management • Take Actions to Simulate and Move Funds • Financial Gateway Payments Expansion Faster Period Close • Expand GL Spreadsheet Validation • Expand GL WorkCenter My Work • Mass Delete in GL • Expansion of Accounting Tags • Period Close Activity in GL WorkCenter Additional Analytics • Comprehensive Customer View • Expenses vs. Budget • Top Departmental Expenses • Expenses Audit Risks • Expenses with Exceptions • Billable vs. Non-Billable Time and Expenses • Revenue vs. Forecast • Top Businesses by Revenue • Profit and Loss for the Period • Voucher Approval Cycle Time • Vouchers on Hold • AP and AR Productivity Visibility • Payment Predictor Failure Rate • AR Write-Off vs. Collections • Strategic Sourcing Metrics • Supplier Scorecard ng • Project Commitments Greater Visibility • Financial Balances Hierarchy Legislative and Regulatory • Revenue Recognition • Lease Accounting • VAT and Withholding Updates Powerful MW Non Exhaustive 21Confidential – Oracle Restricted MW
  • 22. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Adjust to a Model of Consuming Change on a Periodic Basis Planned ~18 Month Roadmap for PeopleSoft HCM Intuitive Easy Expansion of Guided Self Service • Non-Job Data Transactions (e.g. New Position) • Configurable Fields and Attachments • Multi-select Transactions • Push Back to Previous Approver HR Administrator Homepage • Guided Processes and Checklists • Review Transactions, Notification Framework Employee Side by Side Compare • For Managers and HR Administrators • Core HR and Talent Data Employee Snapshot • Role Based Views • Configurable Events Recruiting • Refer a Friend • Diversity Analytics for Administrators • LinkedIn Integration Enterprise Learning Management • Mobile Search, Enroll, and Execute Training • Merge External and Internal Learners On-boarding/Off-boarding (i.e. “Day One”) • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications Payroll for North America • Mobile Direct Deposit • WorkCenter Expansion • Self Service Lockout During Payroll Runs • Pay Sheet Update Enhancement Time and Attendance • Mobile Approvals for Reported and Payable Time for Elapsed and Punch Time Reporters • Manager Self Service for Employee Time Entry • Absence Request Cancellation • Enhanced Integration between Time and Labor and Absence Management • Mobile/Redesigned Employee Timesheet Position Management • Self Service for Creating New Positions • Effective Sequencing on Position Records • Address Formatting HR Help Desk • Secure Employee Relations Case Tracking Dotted Line Reporting • Manager and Employee Self Service • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary Enhancements • Enhanced Mobile Open Enrollment • Live Events Expansion of Mobile Approvals Simplified Analytics • HR Administrator Analytics • Absence Administrator Analytics • Recruiting and Diversity Analytics • Global Payroll Variance Analytics • Workforce Availability Analytics • Learning Analytics Global HR / Payroll • Configurable Global Name Formatting • Maintain Bank Accounts and Pay Distribution • Guided Global Payroll for Administrators Regulatory Updates • ACA Enhancements and Legislative Changes • eSocial – GP Brazil / DSN – GP France Powerful MW 22Confidential – Oracle Restricted MW Non Exhaustive
  • 23. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 23Confidential – Oracle Restricted Adjust to a Model of Consuming Change on a Periodic Basis PeopleSoft Roadmap on the Planned Features and Enhancements Page MW See Oracle Support for more information click me
  • 24. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | It’s the Journey Not the Destination Value from PeopleSoft Today While Preparing for Any Potential Tomorrow Today • Leverage a modern, intuitive, and mobile user experience. • Adjust to a model of consuming change on a periodic basis. • Lower costs and increase agility of application deployment. 24Confidential – Oracle Restricted MW • Take advantage of PeopleSoft Fluid User Interface. • Employ a Selective Adoption strategy for PeopleSoft. • Deploy existing PeopleSoft on Oracle Cloud (IaaS and PaaS). Future
  • 25. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Lower Costs and Increase Agility of Application Deployment Your Current PeopleSoft Deployments Hinders Business Change and Innovation Confidential – Oracle Restricted 25 Desired Activities • Change business configuration • Review newly delivered features • Develop new customization • Test impact of planned changes • End user training • Roll out new applications • Deploy to new geographies/BUs Limited Rack Space Power Constraints Schedule Availability Insufficient Hardware New Installations Storage ScarcitySynchronizing Data Configuration Cloning Customization Migrating Managing Environments System Patching Hindered by the Limited Number of Usable Environments MW
  • 26. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Same Solution • Same Architecture • Same Configurability Lower Costs and Increase Agility of Application Deployment Leverage the Cloud As You See Fit with PeopleSoft’s Flexible Choice of Deployment Oracle Data CenterYour Data Center Deploy Anywhere: Oracle Cloud, On-Premise, or Hybrid Confidential – Oracle Restricted 26
  • 27. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Lower Costs and Increase Agility of Application Deployment Capabilities of PeopleSoft Cloud Manager Coupled with Oracle Cloud Confidential – Oracle Restricted 27 Migrate to Oracle Cloud • Lift and Shift existing environments to Oracle Cloud • Migration of your configuration, data, and customizations • Backup and restore to Oracle Cloud CLOUD MANAGER Cloud Computing • Elastic scaling based on demand • Compute, Storage, Networking, Database as a Service, more… • Industry leading secured environments Life Cycle Management • Subscription to update release channels • Complete environment management • Application & PeopleTools patching Self Service Provisioning • Template driven provisioning enables business users • On-demand environments for specific use cases • Unique topology definitions MW
  • 28. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Lower Costs and Increase Agility of Application Deployment Many Use Cases for Deploying PeopleSoft to Oracle Cloud 28 All (including Production) Environments What’s on the Oracle Cloud? What’s on Premise? What’s it Means to You? Greater business agility, cost savings, and lower risk Non-PeopleSoft Non-Production PeopleSoft Production PeopleSoft Non-Production Environments What’s on the Oracle Cloud? What’s on Premise? What’s it Means to You? Business agility and cost savings. Dev/Test/Staging/Training Production PeopleSoft Confidential – Oracle Restricted Demo and Update Manager Environments What’s on the Oracle Cloud? What’s on Premise? What’s it Means to You? Immediately assess the latest PeopleSoft capabilities. Dev/Test/Staging/Training Production Demo from the Oracle Cloud Marketplace Update Manager Source
  • 29. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Focus First On Desired Outcomes What Are Your Objectives? • Modern, Mobile User Interactions • Data Driven Decision Making • Flexible, Functionally Complete Business Processes • Rapid and Agile Innovation Cycles • Low Cost, High Impact DevOps MW Achieve These with PeopleSoft Today and Better Prepare for Oracle Cloud Application in the Future Confidential – Oracle Restricted 29
  • 30. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Questions and Answers 30Confidential – Oracle Restricted MW
  • 31. MW