PeopleSoft 9.2 Upgrade - A Roadmap

© 2014 Velocity Technology Solutions, Inc.
EXPERIENCE. INNOVATION.
PeopleSoft 9.2 – A Future Roadmap
PeopleSoft 9.2
Webinar
Call-in toll-free number
1-877-668-4490
Call-in toll number
(US/Canada)
1-408-792-6300
Access code: 682 251 008

EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential
Private / Proprietary –
Not for Disclosure or Distribution Outside of the
Recipients of the Velocity PeopleSoft 9.2 webinar held
on Tuesday, September 16th, 2014 without Written
Agreement
2

Agenda
3
• Introduction
• Velocity Overview
• Why Upgrade?
• New PeopleSoft Delivery Model
• New Features and Functionality
• PeopleTools 8.54 Fluid Interface
• Q&A

EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 4
Team Introductions – Velocity Technology Solutions
Kephanie Landess
VP, Oracle Line of Business
17+ Years in HR Industry
Derek Tomei
Director, Oracle Professional Services
18+ Years of PeopleSoft Experience

Velocity transforms the way companies use
enterprise software, so organizations move faster,
are more productive, and achieve results
they never before imagined.
Our Purpose
5
PLAY VIDEO

Background; TITAN GS, A Velocity Company
6
PUNE, INDIA
CHARLOTTE
NASHVILLE
LONDON
Oracle Platinum Partner
Founded in 1998
Three “Global Solutions” businesses
Target Market – Mid Market
Domestic presence, global infrastructure and
support with efficient delivery 24 x 365
• Americas
• Europe & Middle East
• Asia Pacific
• India
Global leader in Human Capital Management,
Financial, and Performance Management
solutions on the Oracle platform
PUNE, INDIA
SINGAPORE
CHARLOTTE
NASHVILLE
LONDON

2014
Expand
services to all
3 leading
enterprise
software
suites, extend
to Asia
2013
Initiate Epic
practice
2012
Launch R&D
2011
Develop
application
breadth and
DR practice
2010
Acquire own
operations
facilities
2007
Investment
into healthcare
2006
Full transition
from
Consulting to
Managed
Services
2003
Founded
$6M
Revenue
22
Customers
70
Employees
5
Customers
11
Employees
75
Customers
90
Employees
150
Customers
176
Employees
228
Customers
229
Employees
250
Customers
240
Employees
300
Customers
371
Employees
350+
Customers
750+
Employees
Background: Velocity
7
A Decade of Growth

Velocity and TITAN GS Merger
8
Velocity and TITAN GS Merger; Effective Friday, March 28th, 2014
 Current combined size: 750 employees, $ 150 million in revenue
 Velocity Technology Solutions
 Provider of Managed and Cloud Services for ERP
 Owned by one of the largest Technology Funds – Silver Lake Sumeru
 Strategic Merger with many synergies (Global, Data Center Ownership,
etc.)
 TITAN Technology Partners remaining legal entity
 Charlotte, NC will remain Global HQ and all global offices will remain

About Velocity
Founded in
750employees
US $150M Revenue
Owned by one of the largest
Technology Funds – Silver Lake
Sumeru
350+
customers
Applications
Managed:
Fusion
Taleo
Oracle EBS
PeopleSoft
Hyperion
JD Edwards E1
JD Edwards World
SAP
Infor / Lawson
Epic Systems
Kronos
Locations in
North America,
Europe, Asia
9
Universal Cloud Services
Who We Are Today

Core Solutions: Comprehensive Services
INFRASTRUCTURE
AND HOSTING
Enterprise Cloud
Hybrid Cloud
Hardware,
OS, Database
and Application
Hosting
Hardware
Maintenance
and Monitoring
Connectivity to
Client MPLS
Security and
Procurement
Timeline
MANAGED
SERVICES
IT Help Desk
Application
Optimization &
Maintenance
Upgrades
Interface
Maintenance
and Support
Tech Support/
Development
Functional
Support
Metadata
Management
Employee
Call Center
(Help Desk)
Reporting
Payroll and
Benefits
Process
Administration
TRAINING
AND CHANGE
MANAGEMENT
Organizational
Readiness
Comprehensive
Training Plan
Project Team
Training
Navigator
PROFESSIONAL
SERVICES
Compass
Implementations
Project Planning
Application
Optimization &
Decustomization
Upgrades
SUBSCRIPTION
SaaS LICENSES
Hyperion
Oracle ERP
SAP ERP
PRODUCTS
Navigator
ReportCenter
MS Dashboard
Velocity is the only company capable of
delivering these solutions as a bundle, or
individually as our clients’ needs demand.
BPO
Program Management
Oracle Applications
Innovations

Healthcare &
Pharmaceuticals
Manufacturing
& Distribution
Public Sector
& Not For Profit
Mining &
Construction
Retail & ServicesMedia/Tech/Info
Financial Services
& Real Estate
11
Our Customers Are Leaders in Their Fields

Why Upgrade to PeopleSoft 9.2

Why Upgrade?
13
PeopleSoft
9.2 Can
Transform
Your
Business
Mobile
Capabilities
Consumer
Oriented
Recruiter
Experience
Enhanced ESS
Experience -
eBenefits
Streamlined
Maintenance
Processes

Why Upgrade?
14
…modern, intuitive, and
simple to use…
…allow customers to stay
current at a lower cost.
...make customers more
productive...

Why Upgrade?
15
Avoid Future Cost Associated with the
Usual Upgrade Cycle
• Historically new versions were delivered which required large
efforts to upgrade
• Bundles and Maintenance used to fix issues and stay current
• New features were added and developed into a new release
and then delivered as an upgrade
• Customers had to wait until newer versions were available to
take advantage of new enhancements

Why Upgrade?
16
Accelerate Delivery of New Capabilities
Into Your Business
• New PeopleSoft Delivery Model
• Fundamental issue with maintenance & Staying Current
• Historically had to take all the changes in a bundle

PeopleSoft’s New Delivery Model – Future Roadmap

New Delivery Model
18
Allows the delivery of a
package of changes and
allows the customer the
ability to choose which
changes they want
based on business need
Drastically reduces the
cost to take on new
changes and
enhancements
All new enhancements
and fixes are put into a
single image

PeopleSoft 9.2 and Update Manager
19
9.Y
pre GA code line
At release delivery,
Oracle targets new
development for the
next release.
 Long time to get new
functionality
 Always lagging Oracle
development
 Large amounts of change to
manage at one time
 Infrequent, expensive upgrades
IMPACT
Oracle delivers only,
delta maintenance
on the current
release.
Customers must upgrade
to the current release to
gain new capabilities.
9.X

20
9.X
single code line
9.Y
pre GA code line
9.X
GA code line

21
Deliver Innovative New Capabilities without an Upgrade
You Take Only the Changes They Want Based on What You Have
You Determine When You Adopt Changes
You Can Retain Strategic Customizations

22
9.2
single code line
Oracle delivers,
PeopleSoft Update
Images every ~10
weeks containing new
capabilities and
maintenance.
Customer periodically
selects new capabilities
and/or maintenance via
PeopleSoft Update
Images.
 Continuously receive new
functionality on existing release
 You choose what to take and when
 Smaller change between releases
means more affordable upgrades
IMPACT

23
• No more GA releases - 9.2 is the latest release that allows
you to take advantage of this
• The goal is to deliver everything on 9.2 and never have a 9.3

PeopleSoft Update Manager Diagram
24

9.2 New Features and Functionality

26
Global Search Capabilities
• Application, component and enterprise wide
keyword search capability
• PeopleTools feature with capability extended
beyond HCM and ELM
• Additional Search fields in the Job Data
Component
• Delivered as well as configurable search
indexes
• Driven by user security access
• Enterprise wide Related Actions feature
• Transformation Note/Analysis
• Further enhanced feature in 9.2
• Application level (in 9.1) to Enterprise wide (in
9.2)
• Initiate business processes from search results

27
Embedded HCM Analytics
• Enabled via Pivot Grids Native to PS
Applications
• Self-service, interactive analytical
grids and charts
• Allow users to slice and filter data
• Embedded within transaction pages
• Transforms a PS Query into an Excel-
like pivot table or chart

28
Mobility Solutions
• Delivered HTML5 Solutions
• Mobile Company Directory
• Mobile Approvals
• Mobile Expense
• Planned HTML5 Solutions
• Mobile eProcurement
• Time and Labor
• Absence Management
• Cash Position Management
• HR Self-Service

29
Talent Management Integration
• 9.2 Talent Management Applications can co-exist with HCM 9.1 Core Applications
• No need to upgrade to take advantage of new functionality in Talent Mgmt Apps
• Less disruption to the business

30
Performance Management WorkCenter
• Steps and tasks are outlined
• Current progress is easy to view
• All comments are integrated and
viewable in one place
• Sections of the document are
easy to identify and access
• Mid-year progress and reviews
integrated into the existing
process

31
Paycheck Modeler
• Allows What-if type calculations
• Earnings, Deductions and Taxes can be changed
• Configurable to only allow specified changes
• Produces sample check (with Watermark)
• Related actions to self-service

32
Life Events
• Must be using eBenefits/Benefits
Administration
• Redesigned using Activity Guides
• Configurable design
• 4 templates delivered (Marriage,
Birth, Adoption, Divorce)
• Can upload documents
• 4 templates delivered (Marriage, Birth, Adoption, Divorce)
• Can Review/Print Summary of Benefit Elections

33
Candidate Gateway experience
• Optional Welcome page for
branding
• Activity Guide navigation
• Configurable Steps (by Job)
• Terms/Conditions presented
at the beginning
• Clearly defined Save/Submit

34
Recruiting Dashboard
• For Recruiters, Recruiting
Managers, and Hiring Managers
• More streamlined user
experience
• Reduce the number of clicks to
perform job by 50%
• Can drill-down to transaction,
then return to dashboard
• Graphic views of performance
measures

35
Global Payroll Processing Monitor
• Single access point for
processing statistics
• Set thresholds to trigger visual
alerts
• Drill down to paygroup/calendar
results
• Example of Embedded Analytics
• Related actions like Calendar
Results, Payee Status, Payee
Messages, etc.

36
Absence Management Outlook Integration
• Initiate Absence Requests
directly from Outlook Calendar
• Can also manage requests and
monitor approve from Outlook
• Uses single sign-on for
authentication
• All PeopleSoft configuration and
edits are applied

37
Reconfigured Time Reporting
• Configurable view of all relevant
time data on the Timesheet
• Real-time validation and rules
• Allow users to identify input
errors and make immediate
correction
• Generate up-to-date payable
time
• Restrict Time Reporting Codes
for time entry on the Timesheet
• Configurable legal statement to
display at Timesheet submit

PeopleTools 8.54 – Mobile UI

PeopleTools 8.54 – New Features
39
• New Fluid User Interface
- Next evolutionary step for PeopleSoft’s UI
- A user interface that can scale from PC’s to tablets to smartphones
- Responsive and fluid page generation
- New mode for page generation
- Definitions declared through Application Designer
- Extensive use of CSS
- Tiled homepage
- Navigation BarMobile Capabilities

PeopleTools 8.54 – Tiled Homepage

PeopleTools 8.54 – Navigation Bar
41

PeopleTools 8.54 – Tablet
42

PeopleTools 8.54 – Smartphone
43

PeopleTools 8.54 - Technology
44
• HTML5
• CSS
• Javascript

Questions
For Additional Questions or Inquiries,
please email your questions to Steve.Lyerly@Velocity.cc

PeopleSoft 9.2 Upgrade - A Roadmap

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