Emtec presented and exhibited at the Michigan Oracle Users Summit. “PeopleSoft Can Do That?” will highlight many of the new features that will transform your existing PeopleSoft application, increase end-user effectiveness and maximize your software investment. This presentation will demonstrate the latest features available including the PeopleSoft Test Framework, Pivot Grids, Work Centers and more.

1. PeopleSoft Can Do That?
November 13, 2013

2. Agenda
Emtec Overview
PeopleSoft Update
Reporting
User Experience
Operational Enhancements

3. Emtec… ‘Big enough to do the work, small enough to care’
EMTEC THE COMPANY
EMTEC SERVICES AT A GLANCE
• Emtec has completed more than 1,100 Package Application
engagements, including:
• Serving clients for over 46 years
• 14 locations, including 8 development centers
-
• Over 1,000 full-time professionals
• Voted One of the Top 100 Places to Work by Cranes Chicago in
2012
• Our consultants have an average of 14 years of experience.
Nearly 45% have advanced certifications
• 73% of our PMs, Architects & Consultants worked at Tier 1
consultancies in a previous life
• $255M IT Services Provider
• Regularly compete & win against larger IT service providers
-
206 EPM / Hyperion & OBIEE clients and 323 engagements
-
186 Microsoft Dynamics and more than 255 projects
• Emtec is a premier provider of SaaS and Emerging technologies
consulting, including 51 Salesforce Clients with more than 75
engagements, Including Sales Cloud, Service Cloud and Custom
Cloud
• Emtec has performed more than 6.3M hours of application
development and maintenance work ranging from Business
Analysis to Product Development
• Emtec has served more than 565 Infrastructure services clients
where we have:
EMTEC AROUND THE WORLD
US Locations
• Radnor, PA (HQ)
• Atlanta, GA
• Chicago, IL
• Dayton, Ohio
• Freemont, CA
• Jacksonville, FL
• Herndon, VA
• Minneapolis, MN
• Springfield, NJ
• St. Louis, MO
200+ Oracle clients with more than 415 engagements
-
Installed or provided more than 925 exabytes of storage
(That’s a whole lot…)
-
Triaged more than 30,000 L1 support incidents
-
3
Deployed more than 1.85M servers, personal computers, tablets and
mobile devices
-
Global Offices
• Toronto, Canada
• Ottawa, Canada
• Pune, India
• Bangalore, India
Implemented service management solutions for more than 125 clients

4. Emtec’s five practice areas offer focused solutions to help our clients solve complex
business & IT challenges
From up-front strategy & consulting all the way to application, infrastructure & procurement services,
Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.
Consulting Services
• IT Strategy & Planning
• IT Process Improvement
OFFERINGS
• IT Performance and
Governance
• Information Management:
− Big Data
− Business Intelligence
− Analytics
• Mobility Solutions
• Program and Project
Management
Package Application
Services (PAS)
• Oracle
− Fusion
− EBS
− PeopleSoft
− EPM : Including Hyperion
− OBIEE
Cloud Technologies
Application
Development &
Management
Services (ADMS)
Infrastructure
Services
• Cloud Strategy & Planning
•
IT Service Mgmt.
• Salesforce.com Solutions
− Sales Cloud
− Service Cloud
− Marketing Cloud
− Force.com
• Application Advisory
Services
•
Data Center
•
Business Application
Infrastructure
•
End User Computing
• Cloud Application
Development
& Technology
• Microsoft
− AX and GP
− BI
− CRM
• Portfolio Analysis
•
Platforms
• Package Application:
Development, Maintenance
& Support
• Private Virtual Cloud
• SAP
• Cloud Applications
• Functional: HCM, FM, SCM
• Product Development
• Custom Application
Development & Maintenance
• Mobile solutions
• Quality Assurance & Testing
Services
PRACTICE FACTS
• Managed Services, Capacity
Management & Staffing
Services
• SWAT team of 45 highly
skilled Strategists, Architects
and Consultants
• 10 years of experience and
more than 75 projects
• 180 Specialists, including
Project Managers, Architects,
Consultants and Analysts
• More than 300 ERP & CRM
projects completed
• Expert team of Big Data,
business intelligence and
analytics professionals
4
• Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
• More than 90% certified
• 62 Customers & 112
engagements
• Global workforce of nearly 750
associates (approximately 250
associates based in North
America)
• Provided more than 6.3M
hours of application
development and
maintenance services.
• Special expertise in Business
Analysis and Testing (among
other things)
• More than 100 associates
providing data center,
compute, network and storage
related services
• Value Add Reseller providing
full device lifecycle
management services for
more than 30 years
• IT Service Mgmt. BU having
supported more than 70
distinct clients

5. Emtec’s six Oracle practice areas offer focused solutions to help
our clients solve complex business needs using Packaged-Based
applications
EPM
Enterprise
Performance
Management
Financial
Management
Human Capital
Management
Fusion Human
Capital
Management
• Packaged Application
Implementations and
Upgrades
• Packaged Application
Implementations and
Upgrades
• Cloud / SaaS Based
Implementations and
Upgrades
• Existing application
enhancements and
integration
• Business Process
Design and Redesign
• Business Process
Design and Redesign
• Center of Excellence
• Project Management
• Project Management
• Business Process
Design and Review
• Managed Services
• Managed Services
• Application Support
• Application Support
• Project Management
• QA & Testing
• QA & Testing
• Application Support
OFFERINGS
• Oracle EPM application
implementations and
upgrades
• Application Advisory
Services
• Application Advisory
Services
CAPABILITIES
• Customer Training for
end-users and
Administrators
Packaged Applications
• Hyperion Planning
and its modules
• HFM (Hyperion
Financial
Management) and its
modules
• Essbase
• FDQM (Financial
Data Quality
Management)
• Data Relationship
Management (DRM)
• Hyperion Reporting
Tools
• Packaged Application
Implementations and
Upgrades
• Implementation and
Upgrade Services
• Packaged Application
Development,
Maintenance and
Support
Oracle Business
Intelligence
• Enterprise Reporting:
Dashboards, Key
Performance
Indications, Reports
• OBIEE Platform
• OBIA
• Managed Services
• OLAP Analytics
• Real-Time Analytics
• Managed Services
• Packaged Application
Sizing, Infrastructure,
Hardware Planning,
Installation and Support
• Database Administration
• Application
Administration
• Proactive Intelligence
Delivery and Alerts
• Business Process
Design and Redesign
• Project Management
• Lab-Based Services
• Lab-Based Services
• Application Support
• Upgrade Planning
Assessments
• Upgrade Planning
Assessments
• QA & Testing
• Application Advisory
Services
Packaged Applications
• PeopleSoft
• EBS
• Fusion
Packaged Applications
• PeopleSoft
• EBS
Packaged Applications
• Fusion HCM
Business Process
• General Ledger
• Procure to Pay
• Credit to Cash
• Asset Management
• Projects & Contracts
• Financial Analysis &
Reporting
• Plan to Procure
Business Process
• Hire to Retire
• Payroll Processing
• Workforce
Management
• Talent Management
• Workforce Service
Delivery
• Time & Labor
Business Process
• Hire to Retire
• Global Payroll
• Workforce
Management
• Talent Management
• Workforce Service
Delivery
• Time & Labor
• Benefits
5
Enterprise
Technology
• Ad-Hoc Analysis
• Scorecards
• Mobile BI
• Performance Tuning
Packaged Applications
• PeopleSoft
• EBS
• Fusion
Packaged Applications
• PeopleSoft Financials
and HCM
• EBS Financials and
HCM
• Fusion Financials and
HCM
• SAP Financials
• JD Edwards
Financials
• Siebel

6. From an Emtec perspective, there are four primary service
delivery models for our Clients to consider
Staff Augmentation
Project / Co-Source
(aka Capacity
Services)
Outsource/Managed
Services
Service
Delivery
Model
Insource
(aka Do it Yourself)
Overall
Description
Primary Benefits
Risk v. Reward
• Lower costs, yet maintaining
responsibility for application
support and maintenance
activities
• External cost structures benefits
are rendered while maintaining
suitable control by client.
• All IT
Services/Programs/Projects are
transitioned to external
organization specializing in the
core skill for a project, program
or IT service.
• Not applicable
• Assurance that all intellectual
property and privacy is
maintained and ability to
enhance strategic reaction
• Labor Arbitrage (LOW)
• Supply low-cost labor near-shore
or offshore, creating an
extension of internal IT
• Instill resources available for
defined projects and/or to
manage discrete systems (i.e.
Legacy applications) Labor
Arbitrage (MED)
• Program Management Included
• Supplier Process & Methods
• Open resources for strategic
work
• Influence Outcomes
• Joint Accountability
• High labor arbitrage
• YoY efficiency improvements
• Predictable pricing
• Program Reporting & Metrics
• Supplier Process, Metrics &
Tools
• Accountable for Outcomes
• Demand & Service Management
• Integrated delivery Model
• Full Client Ownership
• Client Owned & Directed
• Emtec provides qualified
resources with agreed
timeframes
• Collaboration with client.
• Client owns deliverables and
bears risk
• Emtec responsible for quality of
our scope of work
• Collaboration with client.
• Emtec owns deliverables and
bears risk
• Application and/or System
performance SLAs
• N/A
Sample SLAs
• Internal control to establish
protection of intellectual
property, privacy and enhanced
strategic reaction
• Quality Resources
• Resource turnaround times
• Delivery Quality
• Quality of Resources
• Resource turnaround times
• Milestone and/or Functional
Responsibility
• Application Performance
• Estimation Accuracy
• System Performance
• Delivery Quality
• Quality of Resources
• Resource turnaround times
6

7. PEOPLESOFT UPDATE

8. PeopleSoft 9.1
8

9. PeopleSoft 9.2
9

10. PeopleSoft 9.2
10

11. PeopleSoft Roadmap
11

12. Oracle’s Upgrade Themes
• Simplicity
– New interaction and navigation concepts
• Activity Guides, Train Stops, Related Actions, Embedded Help
– Greater user focus on primary daily job function
– Less need for training and help desk inquiry
• Productivity
– New capabilities and functionality
• WorkCenters enabling power users to focus
• Combining transactions, analytics, workflow, and reports
– Feature-rich, flexible, role-based user experience
• Lower Total Cost of Ownership
– Eliminating costly customizations
• Further planned enhancements
• Expanded integrations
12

13. PeopleSoft 9.2 Upgrade Paths
• Release 9.2
– Direct upgrade path to 9.2
• Financials from 8.9, 9.0 and 9.1
• HCM 9.0 and 9.1 – Not 8.9
– Focus on making PeopleSoft:
•
•
•
•
More Intuitive for end users via Activity Guides / Train Stops
Access to Actionable Information via Pivot Grids
Increased User Effectiveness with WorkCenters
Enable your mobile workforce
13

14. REPORTING
PeopleSoft
Pivot Grid

15. PeopleSoft Pivot Grid
• Overview
– Similar to Pivot Tables in Excel
– Advanced reporting technology that enables users to visually
display data
– Performs operations such as pivoting and filtering
– Uses data sources like PeopleSoft Query
– Can view data in 3 different visualizations:
• Grid only
• Chart only
• Grid and chart
– Chart and grid are synchronized
15

16. Display Components
• Grid Display Component
– Based on existing PS analytic grid
• Has 3 axes—row, column, and filter
– Enables multilevel display and drag-and-drop operation
• Chart Display Component
– Grid and chart display option
• Pivot Grid uses the result set that was retrieved while populating
the grid for chart display
– Chart only display option
• Users can drill down on the chart by clicking the data points of the
chart to display details
• Drill out option is available as a locator link at the top of the chart.
Clicking the drill out link restores the chart to its earlier state
16

17. REPORTING
PeopleSoft
Business Intelligence Publisher

18. Business Intelligence (BI) Publisher
• Overview
– Also known as XML Publisher
– New reporting platform standardized across all PeopleSoft
applications (i.e. Fusion, Hyperion)
– Reporting solution to manage and deliver reports
– Enables users to view reports online
– Design and create report layout templates with the more
common desktop applications
– Single template can generate reports in many formats (PDF,
RTF, Excel, HTML) and in many languages
– Approach reduces report maintenance, templates, and
translations
– Allows document and template branding
18

19. BI Publisher Benefits
• Lower report and form generation development costs
• Eliminate the need to reverse engineer government
forms into Crystal or SQR
• Separation of report data (logic) from report format
• Re-use report data into multiple formats
• Ability for end users to create report layouts from
familiar desktop applications
• Integrated data extracted from PS Query
• Templates can be branded or content can be
modified to fit an organization’s needs
19

20. BI Publisher Branding Examples
20

21. BI Publisher Samples
• Management Reports
– Chart with summary
functions and table with
detail records
• Operational reports
– Re-grouping, conditional
highlighting, summary
calculations, running
page totals
• Bill of Lading
– High fidelity, using tables
and barcode fonts
21

22. REPORTING
PeopleSoft
Connected Query

23. Connected Query
• Connected Query enables you to create a single XML file based on a
set of queries with parent-child relationships
• User create a set of linked simple queries to collect data from multiple
tables instead of creating a complicated query with multiple equal,
outer joins, and grouping conditions
• When two or more SQL statements are linked with left outer join to the
same query.
• Connected Query enables you to collect data similar to query
performing left outer joins. In contrast to query, Connected Query
enables you to link multiple queries to a single parent query.
• As a tool in the process of replacing Crystal reports (that use
subreports) with XML Publisher reports.
23

24. USER EXPERIENCE
PeopleSoft
Related Content

25. Related Content
• Linking application pages with collaborative, analytical, and
informational content
– Essentially extra information related to a transaction
– Discussions, Links (intra-portal or external), Tags
• Related Action
– Ties additional actions to transactions
• Modal window – no need to leave transaction page
– Appears as red glyph in designated field
• Related Content Benefits
– Eliminates customizations
– Open Framework
• Customers develop services
– Interactive
– Secure
25

26. Related Content – HCM examples
26

27. Related Content – Future Enhancements
• PeopleSoft 9.2 enhancements to Related Content
– Embedded operational metrics
• Order fulfillment effectiveness
• Average time to pick/pack/ship
– Contracts
• Bill Plans
• Revenue Plans
• Contract Terms
– Inventory analytics
• Incorporated anywhere as Related Content
• Related Actions on Pivot Grids in 9.2
27

28. USER EXPERIENCE
PeopleSoft
Pagelets

29. Pagelet Information
• User-defined independent component on a PS page
• Types of Pagelets
– Homepage Pagelets
• 2 or 3 column view on user’s homepage
• Some options – wide and narrow versions of pagelets
– Workspace Pagelets
• Used for members of collaborative workspaces
– Virtual team room
– Used for projects
– Template Pagelets
• Added to a PeopleSoft template
• Portal template – organization and layout of pagelets on portal
– Multiple template Pagelets make up a portal template
• Personalization
– Dragging and dropping under Personalize Layout page
– 2 or 3 columns, with as many pagelets as user desires
29

30. Pagelet Example – Homepage Pagelets
30

31. Pagelet Example – HCM Pagelets
31

32. Pagelets – Future Enhancements
• PeopleSoft 9.2 Pagelet enhancements
– Standard Delivered Pagelets
•
•
•
•
My Work
My Links
Queries
Reports & Processes
– Staffing
• Rapid action staffing
– With Related Actions, modal window capability
32

33. USER EXPERIENCE
PeopleSoft
WorkCenters

34. WorkCenter Pages
• User portals for specific roles; role-based homepage
– Homepage – User customized
– WorkCenter – pre-built homepage
• Menu in one column, work space in another column
• Streamlined user interface that reduces the need for
navigation
– Increased productivity – centralized daily work organization
• Available as part of PeopleTools
• Built on templates, similar to portal products
• Incorporates Related Content and Pagelets
– Use template or homepage Pagelets
34

35. WorkCenter Pages - Benefits
• One location
– Consolidated delivery of actionable info
– Less navigation, fewer open windows
• Interruption mitigation
– All PeopleSoft work saved on one page
– Less work lost upon interruption of a task
– Increased efficiency in switching tasks
• Within and outside of PeopleSoft
• Complete picture view
– View transactions throughout entire process
35

36. WorkCenter Pages - Samples
36

37. WorkCenters – Future Enhancements
• PeopleSoft 9.2 WorkCenter enhancements
– Four standard delivered pagelets
• My Work, My Links, Queries, Reports & Processes
– Pre-configured by user roles
–
–
–
–
–
–
–
–
–
–
–
Payables
Billing
Receivables
General Ledger
Supply and Demand
Staffing
Contracts
Grants
Projects
Supplier Admin
SRM Buyer Admin
37

38. Embedded Help Overview
• Select information icon on group boxes, grids, or scroll areas
• Helps explain how to complete a specific task or transaction
• Message appears in modal window that can be moved
around page
38

39. ENHANCEMENTS
PeopleSoft
Approval Framework

40. Approval Framework
• Also known as the Approval Workflow Engine (AWE)
• Configurable Workflow
– Setup for approvals, rules and routings maintained online
– Enables Email based approvals
• Enhancements
–
–
–
–
–
–
–
–
–
Functionality extended to new modules
Approval through Outlook email – some mobile support
Configured online, rather than in App Designer
Approval Monitor – tracks document throughout process
Setup workflow by Business Units
Approval at Header or Line level, rather than by accounting field
User-defined approval hierarchy; dynamic roles list
Easily configurable Timeout Options
Ad Hoc reviewers and approvers
40

41. Example – PS Monitor  Email  HTML Approval
• Financial Transactions
– Requisitions
– Purchase Orders
– Journals
• HCM Transactions
–
–
–
–
–
–
–
Absence Management
Delegation
Person Profiles
Job Offer/Opening Process
Performance Management
Promotion Transactions
TL Reported Time / TL Payable Time
41

42. ENHANCEMENTS
Forms and
Approval Builder

43. Forms and Approval Builder
• Configurable tool to create forms and specify approval
process to follow
• Eliminates paper and email-based approvals
• PeopleSoft forms are:
– Auditable
– Electronically Approvable
– Immediately Accessible
43

44. ENHANCEMENTS
PeopleSoft
Testing Framework

45. PeopleSoft Testing Framework
• Overview
– Record and playback tool
– Automates tasks within the PeopleSoft application
– Included in Tools 8.51
– Replicates actions of a single user executing functional
tests against the PeopleSoft application
– Users record manual test procedures and save them
within the framework
– Stored in database as App Designer Objects
– Assists with Change Impact Analysis
45

46. PTF Benefits and Limitations
• Benefits
– Automates testing to increase efficiency and accuracy
– Ensures coverage of functionality
– Reduces testing time and resources
– Easily migrate test assets between environments
– No additional software costs
• Limitations
– Unable to validate image appearance, position of data
and online objects
– Not a load testing tool
– Lacks certain user functions, like drag and drop
– Recognize/validate objects in 3rd party applications
46

47. PTF Architecture
•
•
•
Standalone program that runs on a Windows
workstation
Connects to the PS application database using a secure
HTTPS connection through Integration Broker Web
Services
Connects to the PS application that is to be tested
through a IE browser session
47

48. PTF Explorer
• Access to PTF Test
Assets
– Tests
– Test Cases
– Libraries
– Logs
• Tree Structure
• Used to create/delete
tests and folders, copy
and move tests, and open
test assets
48

49. PTF Test Editor
• Record and
edit test scripts
• Add, copy and
delete test
steps
• Create and edit
test cases
• View both test
and test case
in a single
window
• Debug tests
49

50. Leverage PTF in your next project
• Identify and plan PTF usage early
– Will take time to migrate scripts to PTF
• Train end-users and development staff on how to
utilize PTF record and playback features
• Focus on key business processes first
• Make sure test cases ready for Unit Testing and
System Testing
– Provides opportunity to “test” testing framework
prior to UAT
50

51. When to use PTF
• New Implementation projects
• Limited/No existing testing documentation
• Limited functional resources to participate in
testing
• Highly customized environment
• Significant ongoing development projects
• Routinely deploying patches and fixes
• Committed to PS Platform
51

52. PTF Best Practices
• Consistent Naming Conventions
– Be descriptive by including module, priority, and project
name in description
• Record test whenever possible
– Record every testing step to be more accurate than
manually constructing through Test Editor
• Clean Up Tests
– Review tests to remove unnecessary steps in process
• Use Process Object Types
– Eliminates need for steps in run processes
• Dynamic Tests
– Reserved words, variables, conditional logic
52

53. PTF in Action
• Demo
53

54. Questions?