1. h t t p : / / w w w . b e a s t u t e . c o m
PeopleSoft 9.2 Upgrade
Roadmap and Planning
Part 1 of a multi-part PeopleSoft 9.2 Webinar Series
Presented By: Arvind Rajan
Peoplesoft@beastute.com

2. Arvind Rajan – Speaker Bio
2 Astute Business Solutions
• Co-Founder and PeopleSoft Practice Lead at
Astute Business Solutions
• PeopleSoft Solution Architect with 15 years of
experience in implementing, upgrading and
managing PeopleSoft applications
• Experienced in PeopleSoft HCM, FSCM, CRM,
EPM, CS and Portals for Healthcare, Higher
Education, Financial Services, Distribution,
Manufacturing, Professional Services and Non-
Profit organizations
• Recent speaking engagements include Oracle
Open World, Quest Midwest, DMUG, NorCal
RUG, Collaborate and many others.

3. Agenda
3 Astute Business Solutions
• PeopleSoft 9.2 – A significant new release
• High Impact Features in 9.2 / Tools 8.53
• Don’t Just Upgrade – Transform
• Planning Your Upgrade
• Q&A – Next Steps

4. A few housekeeping items
4 Astute Business Solutions
• Please keep your phones on mute.
• Use the Chat feature in WebEx to submit any
questions you may have during the webinar.
• Please address ALL your questions to the
Moderator who will be one of the participants
in the WebEx.
• If you experience any technical difficulties
during the webinar please send a Chat
Message to the Moderator.
• We will try to answer as many questions as
we can during the Q&A portion of this webinar.
If we cannot get to all of them in the allotted
time, all we apologize in advance.

5. PeopleSoft 9.2 – A significant new release
5 Astute Business Solutions
• IDC Report: PeopleSoft Leaps Forward
with Impressive 9.2 Release
• 10 major Innovations in PeopleSoft 9.2
(Oracle PeopleSoft Apps Strategy Blog)
like Actionable Analytics, WorkCenters
and Dashboards, Navigation with Search
and Related Items
• Simpler and Intuitive, Lower TCO
• Mobile Solutions for HCM and FSCM 9.2

6. Oracle’s Long Term View on PeopleSoft
6 Astute Business Solutions
PeopleSoft 9.2
2013 2014 2015 2016 2017 2018 2019
9.2 Feature Packs
PeopleSoft 9.3
Ongoing Delivery of
Off-Cycle capabilities
NOTE: Information shown here is subject to change by Oracle
PeopleTools Releases &
Feature Packs 12-18 months
Major Releases
Every ~3 Years
PeopleTools 8.53
PeopleSoft 9.4
9.3 Feature Packs 9.3 Feature Packs
PeopleTools 8.54
PeopleTools 8.55
PeopleTools 8.56
PeopleTools 8.57
PeopleTools 8.58
PeopleTools 8.59

7. What should you expect from 9.2?
7 Astute Business Solutions
• Secure Enterprise Search with Related Content Actions,
Reduced customizations, PeopleSoft Interaction Hub and
more
• Delivered mobile solutions for Expenses, Requisitions,
Approvals, Company Directory and a standards-based
platform to extend other parts of PeopleSoft to mobile
• Close knowledge and process gaps with activity guides,
Higher compliance with US and International regulations
like GAAP, IFRS, SEPA
Improved User
Experience
Mobilized and
Integrated Platforms
More business value
• User productivity increases, from WorkCenters, Access to
timely and faster information through Actionable
Operational Analytics, improved PeopleSoft Update
Manager etc.
Increased
cost savings

8. 9.2 FSCM – High Impact Features
8 Astute Business Solutions
Functional Area High Impact Features and Enhancements
General Ledger
Improved sub-system reconciliation, Chartfield Request and
Approval, Mass GL Journal Approval, KK Enhancements
Treasury and Cash
Management
Integration of Global Payroll to Financial Gateway, Cash
Forecasting, SEPA Payment Formats, Approval Workflow
Asset Management
Enhanced Disposal Worksheet, Enhanced AP and PO
Integration to AM, Simplified searching of assets
Expenses
New browser and mobile interfaces, Expense Report
Withdrawal, Expense Report Visual Status Depiction
Order to Cash
Price Book, Supply and Demand WorkCenter, Operational
Metrics (Orders on hold past ship date, average time to
pick/pack/ship)

9. FSCM 9.2 – AP WorkCenter and Dashboard
9 Astute Business Solutions
My Work – Real-
time updates on
pending tasks and
work items
My Links -
Navigate quickly
to frequently
used links
My Dashboard –
Summary info on
invoice flow with
supporting
analytics

10. 9.2 HCM and ELM – High Impact Features
10 Astute Business Solutions
Functional Area High Impact Features and Enhancements
Absence Management Outlook Integration - Logging into PeopleSoft HCM is no more necessary to
manage absence requests, thus can be managed on the go.
Benefits 508 Compliance, Life Events Guided Process, Benefit Enrollment Statistics
Talent Management
and CG
Redesigned CD with Guided Navigation, new homepage, Pivot Grid
analysis, Flex Hiring and JO processes, JO 360 and Applicant 360
Core HR and
Compensation
Enhanced Smart HR, Head Count Pivot Grids, Enhanced Profile
Management, Job change in Open Compensation cycle, Pivot Grids for
analysis and comparison of salaries, Compensation History
ePerformance Configurable, standardized work center, reduced costs, mid-period review,
Outlook integration, integration to career and succession planning
NA and Global Payroll Faster administration with Global Payroll and Absence Monitor,
Departmental Analysis using Pivot Grids, Flexible Monitor Configuration,
Enhanced Integration with Financial Gateway, SEPA Compliance,
Paycheck Modeling

11. HCM Example – Recruiting Dashboard
11 Astute Business Solutions
My Job Openings –
Role based view for
recruiter in this example
Search – Quick
search on JO’s
and Applicants
(configurable)
My Alerts –
Real-time
alerts on my
jobs and
applicants

12. Tools 8.53 – High Impact Features
12 Astute Business Solutions
Technical Area High Impact Features and Enhancements
PeopleSoft Search
Framework
Faster and powerful keyword-based search results at Application level with
pre-configured indices, facets and related actions, Component Level keyword
search
Lifecycle
Management
PeopleSoft Update Manager – Staying current was never so easy
Data Migration Workbench – manages migration of configuration data with
numerous checks and approvals
PeopleSoft Test Framework – Significantly enhanced
Security
Administration
Secure by Default initiative
Embedded Help Configurable page specific help (instructions) to speed up tasks, New Online
Help with embedded media and interactivity BPM’s
Reporting and
Analysis
Enhancements
Redesigned Reporting Console and My Reports Pagelet, Chart and Pivot
Grid enhancements
User Interface New look and feel, Related Actions/Content, WorkCenters, Dashboards,
Activity Guides

13. Astute Business Solutions
Want more?
Additional Resources from Astute Business
Solutions on PeopleSoft 9.2 New Release Features
are available at
http://beastute.com/resources/guides-and-fact-
sheets
Additional information on PeopleSoft 9.2 is also
available at
Oracle Blogs – PeopleSoft Technology Blog and
PeopleSoft Apps Strategy Blog –
https://blogs.oracle.com
Oracle PeopleSoft Channel on YouTube -
http://www.youtube.com/channel/UCUhQ7fBYvSq
lGVSNMxRNPfg
13

14. Astute Business Solutions
Don’t just upgrade -
TRANSFORM
14

15. • “Help me cut costs and streamline operations.”
• “I need to adapt to changing business conditions.”
• “We need to timely access to business information to make better and informed decisions.”
• “My business needs to be secure, available and protected.”
• “We must achieve stated business results.”
• “We need a single global instance to consolidate our international business units.”
• “We need an agile system that helps us compete and be responsive to our customers,
suppliers and employees”.”
• “We must reduce our carbon footprint and move to more online automated processes from
current paper-based ones.”
15 Astute Business Solutions
What is your business telling you?
Address your Business Needs with 9.2

16. 16 Astute Business Solutions
Improve Period Close with Real time
GL to sub-system reconciliation and
Collaborative Portals
PeopleSoft 9.2
can Transform
your Business
Control Data Accuracy and Improve
Data Entry Speed via Combination
Editing & SpeedCharts
Comply and Control – Implement
Financials Audit Framework
Secure your enterprise data with
PeopleTools Encryption
Collaborate – With
employees, suppliers, customers, p
artners
Use 9.2 to provide True Business Value

17. Strike a Balance (If you can)
17 Astute Business Solutions
• Balancing business priorities
with existing projects and
support:
• A common theme across
most organizations
• Tactical needs overtake
strategic priorities,
• Business priorities supersede
optimization efforts
• Lack of resources or
knowledge internally to
discover and take advantage of
new release features that add
business value
• Upgrade and Transform
• Extend and Integrate
• Optimize and Tune
• Manage IT Spend
• Support Existing Apps
• Manage Change

18. • Make recruiting, hiring and onboarding seamless and reach out to right talent with the right message.
• Reduce overheads and increase response times by rolling out PeopleSoft self-service and mobile
applications
• Use 360 degree view to get full visibility into employee training
18 Astute Business Solutions
HCM and ELM –
Use 9.2 to Extend and Integrate
• Use 9.2 to improve your Financial Control and Reporting Business Processes
• Extend Financial Audit Framework to track changes to supplier core data
Financials
• Extend and integrate with suppliers through SRM
• Leverage pre-built Operational Analytics/Metrics
Supply Chain
Portals – Push information to your employees and communities within your organization
in real time. Give them a platform to collaborate and share.

19. Astute Business Solutions
PeopleSoft 9.2
UpgradePlanning andApproach
19

20. Approaching your Transformation
20 Astute Business Solutions
• Maintenance/Support Fatigue?
• Upgrade Nightmares from the past?
• Budgetary Challenges?
Business Readiness
• Is your platform scalable?
• Do you need to upgrade hardware/software?
• Are you ready to support new tools and technologies?
IT Readiness
• Do you know what’s coming in 9.2?
• Do you have a roadmap to get there?
• How can you help business and IT cope with the change?
Change Management

21. A brief guide to navigate the maze of options
21 Astute Business Solutions
• What are some of the new features in 9.2?
• How can your organization benefit?
• When should you upgrade?
At a glance
• 9.2 - What’s been added / deleted / changed?
• Would you like to compare 9.2 with 9.1? 9.0? 8.9?
• Will 9.2 solve your current problems? How can you find out?
• What do you need to do to prep for this upgrade?
• What are some dependencies that you should address?
In-depth

22. The Road(map) to Transformation
22 Astute Business Solutions
• Review current implementation, configurations and code
• Review pain points – what’s working and what’s not
• Review wish lists – must have, nice to have
Business Needs Analysis:
The Health Check for to 9.2 is a low-cost, actionable examination of the
three areas critical to any upgrade project:
• What can we transform as part of this upgrade?
• How do we enable Business and IT to manage this change?
• Do we have executive sponsorship?
Organizational Analysis:
• Infrastructure Upgrade? What’s required?
• Code retrofit and migration – what’s involved?
• New toolset – Portals, Web Services, Social, Collaboration – what should we look at?
Technology Analysis:
For details, please visit http://beastute.com/services/strategic-
consulting/health-check

23. Jump Start your Transformation with a 9.2 Readiness
Assessment
23 Astute Business Solutions
• High-level assessment of current state including technology,
process and business needs
• Broad-stroke view of upgrade plan, challenges, and risks
WHAT?
WHY?
WHEN?
• Jump-start your upgrade planning efforts
• Get data points to support the “transform” approach
• Do it now – get a head start
• Get a summary upgrade roadmap tied to your business goals
and IT initiatives
• Get clearly defined next steps to achieve stated goals

24. Jump right in! Get a 9.2 Sandbox
24 Astute Business Solutions
• Take it for a test drive and checkout new features
• Consult with our experts - we can prototype new release features mapped
to your business requirements and showcase them to you
• See it in action – we can configure the Sandbox to mimic some of your
processes and showcase them to you
We have 9.2 up and running –
get your own instance provisioned instantly by Astute today
• For details, please visit http://beastute.com/solutions/astute-labs
• Visualize your organization on 9.2 - We can design, prototype, test and
demonstrate new release features as part of your Lab Upgrade and give you
access to test it online
Consider a Lab Upgrade – Save time and money and let our
experts do the heavy lifting for you

25. Astute Business Solutions
Company Profile
25

26. Corporate Overview
• Oracle Partner – Focused on PeopleSoft,
Oracle EBS, OBIEE
• Experts and Leaders - in PeopleSoft
HCM, FSCM, CRM, EPM, Portals, Campus
Solutions and ESA
• Clients and Operations in USA, Canada,
Middle East and India
• Global Delivery Model
Who we are
26 Astute Business Solutions
Competency Overview
• Upgrade – Experienced in 8.x and 9.x
upgrades, Tools Upgrades
• Implementation – New Implementations,
Global Rollouts, Multi-currency, Consolidation
• Support – 24x7 Application Support –
Functional, Technical, Development
• Assessments– Security, Upgrade Impact
Analysis, Health Check, Architecture and Sizing
• Process – Process Optimization and
Performance Improvement

27. 27 Astute Business Solutions
• Implement
• Upgrade
• Maintain
• Transform
ORACLE Partner
IT Services
PEOPLESOFT Experts FUSION APP Leaders
• GRC
• Health Checks
• Process Optimization
• IT Roadmap
Strategy Consulting
• Healthcare
• Higher Education
• Professional Services
• Financial Services
Industries
• 90-Day Upgrade
• Data Spii
• Manager Dashboard
• Fast Track
Solutions
Enterprise Solutions
• Software Implementations -
From Concept to Go-Live
• Upgrades and Maintenance –
Application Upgrades,
Patches/Fixes, Tools
Upgrades, DB Upgrades
• Application Outsourcing –
Support and Maintenance
Domain Expertise
• Human Capital, Financials,
Supply Chain, CRM
• Governance, Risk and
Compliance (Data Privacy)
• Business Intelligence –
Analytics, Reporting, Data
Warehouses
• Content Management –
Integration and Automation
Products & Solutions
• Fast Track – PeopleSoft
Upgrade Impact Analyzer
• Data SPII - Data Privacy
Solutions for PeopleSoft and
Oracle
• Health Check for Upgrade
• Smart Watch Application
Support Services
I T S E R V I C E S

28. 28 Astute Business Solutions
Human Capital
Management PeopleSoft Expertise
CRM
Campus
Solutions
Customer
Relationship
Management
Implement
• Configure, Enhance
• Extend, Integrate
Maintain
• Upgrade
• Support
Transform
• Process
• Performance
Consult
• Analyze
• Recommend
Augment
• Temporary Staffing
• Contract to Hire
Financial and
Supply Chain
Management
Portals

29. Upcoming Webinars on PeopleSoft 9.2
29 Astute Business Solutions
Topic Date
PeopleSoft 9.2 Upgrade – Roadmap and
Planning
April 19th 2013
Business Transformation using HCM 9.2
May 17th 2013
Transformation using FSCM 9.2
Jun 14th 2013
9.2 Accelerated Lab Upgrade and Sandbox
Jun 7th 2013

30. Q&A
Astute Business Solutions

31. Thank You
h t t p : / / w w w . b e a s t u t e . c o m