Invest in Innovation Upgrading to PeopleSoft 9.2
2
Investing in Innovation PeopleSoft 9.2 Oracle’s commitment to its PeopleSoft product family continues. With Oracle’s Applications Unlimited strategy, PeopleSoft customers know their investment is protected and they can take advantage of the many world-class enhancements designed to help drive continual business success. Built on a 25-year history of delivering best-in-class solutions, PeopleSoft 9.2 is simpler, more intuitive to use, and complete with a range of new features to help lower the total cost of ownership (TCO).
“For anyone who is wondering whether Oracle is really still making large, strategic investments in the PeopleSoft product line, they need look no further than release 9.2.” said Jim Prokes, CEO and President of MIPRO Consulting.”
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know‌ 57 of the 2012 Fortune 100 are PeopleSoft customers
Here are the top three reasons to upgrade to PeopleSoft 9.2. 1) Your Users Will Love You: Greater Simplicity Improvements to the user interface take the user experience to the next level. Powerful search and visualization capabilities help users navigate better, and a host of new features such as Activity Guides, Train Stops, Related Actions, and Embedded Help allow them to leverage applications more simply, dramatically reducing training and help desk costs.
2) Your Functional Teams Will Love You: More Robust Solutions to Improve Productivity A flexible, role-based user experience and a wealth of rich features allow business owners to improve productivity and run mission-critical transactions more efficiently than ever before.
New features such as WorkCenters, which help combine transactions, analytics, workflow notifications and reports into a single, personalized, configurable framework, simplifying system navigation and improving productivity.
3) Your CFO Will Love You: Lower Total Cost of Ownership Enhancements to the PeopleSoft PeopleTools Test Framework, Update Manager, and the Data Migration Workbench reduce testing time, streamline maintenance processes, and automate the migration of data, driving costs down even further.
3
4
Discover the Latest Enhancements IN PeopleSoft 9.2 Optimize Value with User Efficiency Internet-Like Search
Related Actions
Most enterprise software tasks are menu-driven. You navigate a menu to determine what action you want to take, and then search for the object you want to act on. Today’s business users expect an experience more like the internet, and need a faster, more sophisticated approach.
The adoption of the expanded Related Actions Framework delivered in PeopleSoft PeopleTools 8.53 further streamlines navigation by enabling users to take contextually relevant actions on objects instead of using traditional menu paths.
With the incorporation of Oracle Secure Enterprise Search, users can search across multiple objects and instances using free text search terms and faceted results, enabling a more efficient, intuitive approach to navigating data. And Oracle Secure Enterprise Search supports multiple languages across a global scale, providing wider access to sensitive information while protecting data from unauthorized use.
Visualization Users can better navigate the system and execute activities faster and more easily with new visual guides such as Train Stops and Activity Guides. Train Stop visualizations lay out the steps of a process in a highly visual manner across the top of a work screen to help users better navigate self-service actions. And Activity Guides enable intuitive, step-by-step processes that simplify a user’s interaction with the system.
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know… PeopleSoft supports 18 languages and has customers in 54 countries
Create Value with Improved Productivity WorkCenters All organizations would like to do more with less, and achieve key objectives quickly and with high levels of accuracy and control. WorkCenters help increase the productivity of business users by removing bottlenecks and allowing access to the right information at the right time. By centralizing access to relevant data into a single, secure, role-based, cockpit-style “command center,” WorkCenters increase speed at which users can complete critical tasks.
More than 60 prebuilt, self-service pivot grids are included within the application, and users can quickly configure their own using a simple, five-step setup wizard.
Mobile Solutions PeopleSoft Mobile solutions allow instant, anytime/anywhere access to a range of PeopleSoft capabilities including • Access to organizational information • Creation and management of expense reports
Pivot Grids
• Catalog search and execution of requisitioning
Pivot grids are embedded real-time, multi-dimensional analytic reports that empower users to make more-strategic decisions by providing them with grids and charts to help instantly analyze critical data.
• Approval of journal entries, purchase orders,
The dynamic reporting and analytic capabilities of pivot grids allows users access to data within the context of a transaction—eliminating the need to export to a spreadsheet, supporting key decision-making, and improving security.
requisitions, expense reports, and vouchers With so many mobile solutions, PeopleSoft keeps your business moving forward.
5
6
Protect Value with Cost Savings PeopleSoft Update Manager
Data Migration Workbench
There are many drivers that affect the TCO associated with enterprise software. Paramount among these is the cost to stay current with maintenance. PeopleSoft Update Manager helps reduce the time, effort, and cost of application maintenance. Customers can tailor updates to their specific needs, and apply only the patches and enhancements essential to them. Users can also get current on their own schedule, regardless of what updates they have or have not applied.
The Data Migration Workbench simplifies upgrades when migrating data from the staging to the production environment, by providing a secure and auditable approval workflow and validation of reference keys and data. Customers can move from manually rekeying migration data, which brings a high risk of human error, to automating the migration of data sets.
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know‌ Over 1,000 enhancements have BEEN made across THE ENTIRE SUITE
PeopleSoft Test Framework
A Solution for Every Business Area
PeopleSoft Test Framework enables quicker testing through the use of reusable automated test cases. These provide critical information about how changes will affect your application performance, helping reduce TCO and increase the efficiency of your systems.
Whether you work in HR, finance, projects, or procurement, PeopleSoft 9.2 offers innovation across the entire suite to improve the way you work. With a goal of creating, optimizing, and protecting the value of your existing PeopleSoft investment, PeopleSoft 9.2 delivers greater simplicity, increased productivity, and lower TCO.
7
8
PeopleSoft HCM 9.2 Human Capital Management (PeopleSoft HCM) and PeopleSoft Enterprise Learning Management (PeopleSoft ELM) enhance the user experience to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution, and offer customers more flexibility through the use of additional configuration options, integrations, and new tools and capabilities.
Optimize Value with Efficiency Configurable solutions simplify user interactions, supporting logical, streamlined processes that require minimal to no training for the end user, and enabling you to refine and redefine the way you work. • Access important information with new global search capabilities and related actions for more than 20 HCM indices such as job data, career planning, and health benefits • Effortlessly guide users through processes with new, intuitive interfaces • Simplify task completion with personalized WorkCenters customized for key users
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know… 20 million employees are served by PeopleSoft worldwide
Create Value with Enhanced Productivity
Protect Value with Insight
Improve productivity across all your human capital management processes, reducing the time it takes to complete tasks accurately and to the standard required.
Provide support for organizations across multiple industries and geographies to help reduce costs and protect and increase value.
• Improve decision-making with real-time insights into critical operational data
• Seamlessly integrate with other Oracle products including Oracle Fusion HCM and Oracle Taleo solutions • S treamline learning with a customizable learning homepage for all PeopleSoft ELM users
• Extend financial control with numerous global payroll extensions
• Provide navigation to assist candidates through the application process, increasing the success rate and the pool of qualified candidates • Easily configure any personal data, job data, or profile data transactions with smart HR templates
9
10
PeopleSoft Financials 9.2 PeopleSoft Financials 9.2 helps organizations drive innovation, improve productivity, and reduce costs. Delivering on Oracle’s Applications Unlimited promise, these new additions and enhancements protect investments and improve ROI by adding insight and simplicity, as well as automating business processes and controls.
Optimize Value with Efficiency Managing multiple tasks across multiple platforms–paper, e-mail, text messages, IMs, etc. can involve an overly complex and inefficient work environment. A unique, 100 percent role-based user experience brings new standards to the way you work and allows all role-specific transactions to be completed with speed and ease.
• Find the answers you need with role-based global search and embedded help functionality • Reduce procure-to-pay costs with a simple step-by-step Train Stop paradigm to onboard suppliers or guide them through the onboarding process
• Enhance productivity with configurable WorkCenters and accelerated reporting capabilities
• Reduce credit-to-cash costs with a new dashboard that allows your customers to see their position and pay your invoices on a timely basis
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know… “The implementation of Oracle’s PeopleSoft 9.2 will provide AARP with a platform that will allow for system consolidation savings, best in class processes, high power user interface that improves productivity and efficiency, increased financial data visibility and enhanced data integrity,” said Robert Hagans, Jr., Executive Vice President & Chief Financial Officer at AARP.
Create Value with Simplicity
Protect Value with Controls
Drive innovation through your organization with a customizable, easy-to-configure application offering a 360-degree view of processes and rich functional breadth.
As well as simplifying processes and increasing productivity, PeopleSoft Financials 9.2 helps reduce costs, by creating more automated processes, increasing transparency into transactions, and maximizing efficiency.
• Monitor performance and improve decision-making with real-time slice-and-dice of operational metrics
• Optimize liquidity to improve the bottom line with enhanced cash forecasting • Boost productivity with mobile approvals for expense reports, journal entries, purchase orders, requisitions, and vouchers
• Automate compliance and control with treasury and asset management approval workflow functions
• Eliminate manual effort and error with real-time financial reconciliations • Automate the end-to-end management of the chart of accounts through configurable Chart of Accounts Request functionality • Instill control and increase efficiency with mass general ledger journal approval
11
12
PeopleSoft SCM Supply Chain Management 9.2 PeopleSoft Supply Chain Management 9.2 (PeopleSoft SCM) is a comprehensive, flexible, Web-based solution designed to help organizations of every size, in every industry, and across every region synchronize their supply chain. The latest updates to PeopleSoft SCM 9.2 focus on simplicity, productivity, and lowering TCO.
Optimize Value with Efficiency Both e-procurement and onboarding and managing suppliers can be complex, timeconsuming, and costly. As part of the ongoing PeopleSoft commitment to help drive organizational efficiency, the enhancements in the latest release were designed to increase visibility and improve control of indirect goods and services, simplifying the overall supplier process.
• Find goods and services faster with new intuitive searching and facets • View internal and supplier catalogs together with Transparent Punchout • Improve efficiency with streamlined catalog management and a new catalog workbench
• Automate supplier onboarding with self-service supplier and bidder registration processes
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Reduced need for customizations with functionally robust solutions
Create Value with Improved Productivity
Protect Value with Insight
Improve visibility into order management operations and customer activity, boosting the productivity of your organization and increasing value.
PeopleSoft’s 9.2 order-to-cash solution ensures that all stages of the customer relationship are addressed in a collaborative, efficient, and accurate manner, allowing your organization to retain customers and drive profitability in an increasingly competitive business environment.
• Access critical information quickly and simply through the Supply and Demand WorkCenter
Enable Hosted Credit Card Storage and Payment
• Gain actionable insight into performance with operational metrics
• Perform critical inventory tasks when and as needed with mobile inventory management
Threats from hackers and costly, time-consuming audits to ensure data security are becoming an inconvenience for many organizations. PeopleSoft Order Management provides the ability to employ third-party hosted storage and payment, removing the responsibility for data security from the organization.
13
14
PeopleSoft Enterprise Service Automation and PeopleSoft Asset Lifecycle Management 9.2 PeopleSoft’s projects and assets applications provide your organization with the ability to optimize value with new, simplified user interaction models; create value with better decisions supported by configurable analytics; and protect value through enhanced functions and controls.
Optimize Value with Efficiency
•
Simplify processes and improve revenue management and invoicing with new Project Costing, Contracts, Grants, and Staffing WorkCenters
•
Reduce complexity with simplified interfaces for managing contracts, awards, cost capitalization, and more
Managing project-and asset-oriented organizations in today’s turbulent economy is more difficult than ever before. To drive consistent success, simplifying the way you work and lowering the cost of project management and enterprise asset administration has to be a priority. PeopleSoft 9.2 solutions provide a range of enhancements to help you achieve this.
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
“We believe that the new features of the 9.2 release, together with our capabilities to deliver comprehensive and innovative PeopleSoft services, can help our clients reduce total cost of ownership and realize enhanced business value from their PeopleSoft systems.”said Cesar Jelvez, Vice President, Enterprise Application Services, Cognizant
•
Eliminate manual efforts with broader and deeper support for business flows, such as flexible application of credit memos to vouchers, new project integrations with billing and receivables, and asset retirement obligation accounting
Create Value with Insight In order to complete projects on time and under budget and maximize the return on an enterprise’s assets, it is essential to know how projects are performing at every stage, and the status of assets throughout their lifecycle. PeopleSoft 9.2 solutions are designed to increase visibility into projects and identify opportunities to help improve performance and drive value across your entire organization. • Enhance visibility with a hierarchical view of assets, work orders, and work order tasks and their costs • Extended insight into resource utilization, staffing, and forecasting with new Oracle Project Analytics content • Increase control over processes with new operations-oriented pivot grids for management of projects, work orders, contracts, and more
15
16
Protect Value with Control PeopleSoft 9.2 solutions are focused on protecting the value of your investments and your organization as a whole. Oracle’s dedication to constantly improving PeopleSoft solutions includes finding new ways to help lower your organization’s TCO and retain business value.
• Price accurately and rapidly with custom rates to prevent revenue leakage, and variance pricing to accommodate changes to project rates
• Track and control appropriation-funded projects with support for multiple funding sources in project billing
• Accelerate cash flow with enhanced project timesheets
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Did you know‌ 57 of the 2012 Fortune 100 are PeopleSoft customers
PeopleSoft 9.2: Continued Investments in Innovation Oracle strives continually to improve its PeopleSoft solutions to help organizations across all industries and all geographies drive innovation and realize value. These flexible and customizable solutions adhere to design principles targeted at reducing complexity, increasing productivity, and lowering TCO. Customers can upgrade to PeopleSoft 9.2 through a single-step upgrade path, ensuring that they stay current and protect the value of their investments at a lower cost. Find out more about how PeopleSoft 9.2 solutions can help your organization by exploring the resources on the following page.
17
18
Resources Infographics PeopleSoft 9.2 Infographic Why Upgrade to PeopleSoft 9.2
White Paper
Upgrade Tool
Podcasts What’s New in PeopleSoft 9.2
What’s New in PeopleSoft Asset Lifecycle Management and PeopleSoft Enterprise Service Automation
On-Demand Webcast What’s New in PeopleSoft 9.2:
Investing in Innovation Strategy PDF
PeopleSoft 9.2 Product Strategy
Why Upgrade to PeopleSoft Human Capital Management 9.2
Cumulative Feature Overview and Upgrade Resource Report Tool
Datasheet
PeopleSoft 9.2
Videos/Demos Oracle Secure Enterprise Search PeopleSoft Benefits - Life Events PeopleSoft’s Recruiting Solutions: Candidate Gateway Continuous Access to Innovation
PeopleSoft Cash Management
Innovation
Latest Enhancements
Human Capital Management
Financial Management
Supply Chain Management
Projects and Assets
Videos/Demos Continued
Get in Touch
PeopleSoft Financials and PeopleSoft Supply Chain Management PeopleSoft Mobile Solutions PeopleSoft eProcurement PeopleSoft SCM - Mobile Inventory Management All Video Feature Overviews
Learn More PeopleSoft on Oracle.com PeopleSoft Training PeopleSoft 9.2 Upgrade Center PeopleSoft Resources
Join the Conversation
19
Oracle Corporation Worldwide Headquarters 500 Oracle Parkway Redwood Shores CA 94065 U.S.A. Worldwide inquiries Phone: +1.650.506.7000 +1.800.ORACLE1 Fax: +1.650.506.7200 oracle.com
Copyright Š 2013, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.