PeopleSoft EPM v8.9 - Southern New England User`s Group

PeopleSoft
Enterprise
Performance
Management
Drive World-Class Performance
Name
Title
Oracle
Information Age Applications
Corporate Performance Mgmt
From Strategy to Execution
User Type
Strategic
Strategy Formulation:
Enterprise Goals
and Strategies
Performance
Metrics
Operational
Execution:
Operation Targets
and Budgets
Feedback
Transactional
Communication
Correction
Improvement
Transaction Systems:
Process Transactions
Business Drivers
y Focus on Profitable
Growth
y Compliance
–
Requirements:
External and
internal disclosure;
alignment and
accountability; risk
mitigation
y Extract Value from
ERP
Implementations
“87% of CFOs are currently focusing on
growth rather than emphasizing cost
control.”
January 2005
“42% of CEOs ranked SOX compliance
as their greatest concern, second only to
driving top-line growth.”
“The Mid-Market Challenge”
March 2005
Corporate Performance
Management
Corporate Performance Mgmt
Dashboards
Embedded Analytics
Ad Hoc Analytics
Fusion Middleware
Set Strategic
Objectives
Sales
R&D
Plan and
Budget
Mfg &
Maintenance
Communicate
Plan
Purchasing
Provide Feedback
to Strategy
Measure and
Analyze Results
Service
Take Action
Human
Resources
Finance
PeopleSoft EPM Evolution
Shipped EPM
With
Core Engines &
Foundation
1997
Announced EPM
with
Enterprise
Warehouse
Activity-Based
Mgmt
1998
Shipped CRM
And SCM
Analytics
1999
2000
EPM 8.0 with
With
Enterprise Scorecard
FSI Suite
HCM Analytics
Completed
Scope of
Comprehensive
Functional
EPM
2001
Introduced
Concept of
Embedded
Analytics
2002
Lowered TCO and
Moved Towards
Next Generation
Performance Management
2003
2005
Launched EPM for
Industries based
on FSI Success
Integrated JDE onto EPM
Platform
PeopleSoft EPM Solutions
Corporate Performance Mgmt
Dashboards
Embedded Analytics
Ad Hoc Analytics
Fusion Middleware
Set Strategic
Objectives
Sales
R&D
Plan and
Budget
Mfg &
Maintenance
• Planning & Budgeting
• Activity-Based Mgmt
• Scorecard
• Global Consolidations
• Risk Weighted Capital
• Funds Transfer Pricing
• Performance Mgmt Warehouse
• Data marts
Communicate
Plan
Purchasing
Provide Feedback
to Strategy
• Customer Behavior Modeling
• Customer Scorecard
• Demand Planning
• Supplier Rating System
• Internal Controls Enforcer
• Workforce Planning
• Workforce Rewards
• Workforce Scorecard
Measure and
Analyze Results
Service
Take Action
Human
Resources
Finance
What Customers Are Achieving
Global Consolidations and EPM Warehouse are part of a Financial
Transformation project including a standard GL and COA.
Internal Controls Enforcer and Global Consolidations are key
elements of a new Financial Center of Excellence for all domestic &
international operations.
Budgeting for 8,000 employees, the city’s largest budgetary cost, using
Planning and Budgeting.
Implementing EPM 8.9 across the enterprise, including Supply Chain,
Financials and Human Resources warehouses.
Early adopter of Planning & Budgeting 8.9 using project planning to
establish a new performance-based culture focused on strategic goals.
EPM will serve as HP’s foundation for HCM Analytics, replacing an
expensive-to-maintain legacy warehouse infrastructure.
Extensive Customer Participation
y How to get Involved?
Join the EPM PUG –
see website for details
y EPM Product User Group
–
–
–
Independent, customer-managed interest group
www.epmpug.org
Board members: Alliant Energy, FDIC, Bausch & Lomb, Washington
y 8.9 Customer Testing
–
–
–
Western Wireless
Hewitt
Canadian Tire
•GMAC
•Bonneville Power
•City of Winnipeg
y 8.9 Early Adopters Program
–
–
–
Pinnacle West: Planning & Budgeting
Kansas City Board of Public Utilities (KCBPU): Planning & Budgeting
Hewlett Packard: HR Warehouse
EPM 8.9 Update
y 65+ customers implementing, including
–
Hewlett-Packard, Royal Bank of Scotland, Countrywide, City of
Chesapeake, Rainbird, American Century, Boeing, Caterpillar,
Corning, Department of Defense… and many more
y Planning & Budgeting 8.9 Benchmark posted on Customer
Connection
–
Significant improvement over 8.8 !
y Integration updates (ETL maps) posted for
–
–
–
Enterprise 8.9, 8.8, Financials 8.4, HCM 8.3
JDE EnterpriseOne 8.12, 8.11, 8.10 (9/23)
JDE World A8.1.6, A73 (on 9/23)
PeopleSoft EPM 8.9 - Themes
y
y
y
y
y
Decreased Total Cost of Ownership
Real-time Interactive Profitability and Planning
Next Generation Global Compliance
Comprehensive Packaged Analytic Content
Oracle BI Discoverer Integration
Release 8.9
Available NOW
EPM 8.9 Architecture
y
y
y
y
Foundation
Analytic Applications
Packaged Analytics: maps, models, metrics
Information Access: reporting and analysis tools
Processed
Information
OLAP
Scorecard
Portal
Web Services
PeopleSoft
Legacy
Systems
Performance Management
Warehouse
Analytic Applications
Non-PeopleSoft
Systems
Raw Data
EPM Foundation
EPM 8.9 – Lower TCO
y Faster to Deploy, Easier to Maintain
y Summary of Warehouse Enhancements
–
Simplified structures
y Conformity –
Enterprise/EnterpriseOne
y Surrogate keys
y Fewer data movements
y Full globalization
–
Tools
y Single ETL – modular “job”
architecture
y Security usability
y EPM metadata usability
y Improved navigation
y Metadata Console
Planning and Budgeting
y Perform top-down
planning, bottom-up
budgeting, and forecasting
–
Workflow enabled
–
Line-item (expense)
Budgeting
–
Position and Capital Asset
Budgeting – integrates with
HR and Asset Mgmt.
–
Web-enabled input &
spreadsheets for
disconnected use
–
Online analysis
y Simplified architecture.
ACE in PTools replaces
BAM in 8.9
Activity-Based Management
y Cost & Profitability
Analysis
–
–
–
–
How much does it cost
to serve my
customers?
Which customers,
products or channels
are most profitable?
Where are the
opportunities to
reduce costs?
Which products or
services should we
invest in versus scale
back?
New in 8.9:
– Real-time modeling
– More data sources
Scorecards
y Actively monitor
performance
metrics
–
–
–
–
–
Provide visibility and
insight
Identify and resolve
exceptions
Continuously improve
processes
Packaged scorecards
for Customer,
Workforce,
Healthcare, etc.
Integration with MSFT
Office 2003
KPI Web Services
Outlook sent an XML request to our KPI Just hover over the
engine
which replied with KPI
highlighted words,
And
the
right
And fetch
fetch
the
right
information in a MS Office friendly XML
and it will
information
and
to
informationformat.
and bring
bring
itrendered
to me
me directly into
This isit
recommend a
Outlook, Excel, PPT, Visio,etc…
directly
directly
relevant PeopleSoft
Page.
During
Definitions,
During KPI
KPI
Definitions,
identify
identify which
which KPIs
KPIs
should
should be
be available
available as
as aa
Web-Service
Web-Service
Global Consolidations
z
z
z
Single Source of Truth
for Financial Reporting
and Analysis
Consolidate financial
data from any source to
prepare financial
statements
nVision templates for
balance sheets, income
statements, cash flows
y Reduce Time to Close with 4 Easy
Steps:
– Load Data
– Prepare Data
– Consolidate
– Report
Project Portfolio Management
y Scorecard-based approach
to evaluating projects
–
KPIs to evaluate projects
before you invest in them:
Risk, ROI, NPV, Break Even
–
Monitor project progress:
Actuals to Date, Variance
Amount, Variance %
–
Control costs, contain risk,
and increase value
Internal Controls Enforcer
•Document and monitor
internal controls for
compliance
w/Sarbanes-Oxley
Section 404
•Control diagnostics for
PSFT, JD Edwards
•Dashboards for rolebased views of risk
exposure and control
status
Packaged Analytic Content
Maps
y 6000 + pre-built ETL
maps
y Best-in-class ETL tool
- Ascential
DataStageTM
Models
y Rationalized data
models
y Surrogate key
support
y Conforming
Dimensions
Metrics
y Analytic depth and
breadth
y Open BI Tool
strategy
y Content available in
all BI partners
Analytic Content for All Product
Families
y Performance Management Warehouse is the reporting environment for
all PSFT & JDEdwards customers.
y Modular deployment: You can implement 1 datamart or many, or select
an entire warehouse. Start small … solve it all.
Performance Management
Warehouse
Financials
Warehouse
HCM
Warehouse
6 Data Marts:
4 Data Marts:
Workforce Profile
Compensation
Recruiting
Learning &
Development
GL & Profitability
Accounts Payable
Accounts Receivable
ESA
Real Estate
Advanced Cost Accounting
Supply Chain
Warehouse
6 Data Marts:
Fulfillment &
Billing
Inventory
Procurement
Spend
CRM
Warehouse
4 Data Marts:
Customer
Service
Sales
Marketing
Value of HCM Analytics
y Get a handle on your largest
cost --- People !
As a Percentage of Total Expense:
30% Compensation
1% HR Admin
8% Benefits
4% Staffing
57% Other
Operating Expense
43% People costs
60% of HR Executives cite
a better alignment of HR
metrics with corporate
strategy as a top priority
71% agree that providing
tools to analyze HR
metrics is their biggest
challenge
2% report having a fully
automated HR Metrics
system
Source: Corporate Leadership Council
Source: Saratoga Institute, Talent Market Group
New in HCM Warehouse 8.9
y 300% More Content from Hire to Retire !
Recruiting
–Applicant
Tracking
–Recruitment Expense
Compensation
–
–
–
–
Benefits
Leave and
Absence
Compensation
Payroll
Workforce
Workforce and Org.
Effectiveness
– Health and Safety
– Survey
–
Learning and Development
NEW
ePerformance
– Training
– Objectives
– Enrollment and
Completion
– Cost and Resources
–
Metadata Console
y Integrated impact analysis
data dictionary with singleclick access to PeopleSoft
metadata components
y Ability to perform cross-tool
impact analysis using
MetaBroker framework
y Productized documentation of
maps/models/metrics
Reporting and Analysis Tools
Processed
Information
OLAP
Scorecard
Portal
Web Services
PeopleSoft
Legacy
Systems
Performance Management
Warehouse
Analytic Applications
Non-PeopleSoft
Systems
Raw Data
EPM Foundation
EPM Reporting Strategy
y Available now with EPM 8.9 – you have choices
–
–
Packaged content (universe and sample reports) in Business Objects
NEW ! Certified with Oracle Discoverer via EPM security API
y Planned for EPM 9.0
–
–
Packaged content in Oracle Discoverer
Packaged content with Business Objects XI
y Note: BOBJ XI planned for delivery with PeopleTools 8.48
y Continue open strategy and certification of third party BI tools
–
Cognos, Microstrategy update
y Leverage Oracle BI
EPM ETL Strategy
y EPM 8.9 uses Ascential DataStageTM for ETL
and data movement into and within the
warehouse, and MetaStageTM for metadata
management.
y EPM 9.0 plans to use Ascential as before
–
Version depends on timing of Ascential’s next
release, which is planned to combine DataStageTM
and MetaStageTM
EPM 9.0 Planned Architecture
y Deliver packaged content
and reports in Oracle
Discoverer
EPM Apps
Third-Party
Tools
Security Model
Metadata Consol
Operational
Warehouse
(Enriched)
CRM Warehouse
HCM Warehouse
FMS Warehouse
SCM Warehouse
Data Integration Platform
y PeopleTools-based EPM
applications. PTools 8.48
y Multi-platform support
Extend Into New Custom
Reports andSupplier
Analysis
Pre-packaged Content
Scorecard
y Continued 3rd party BI
tools certification
y Ascential DataStageTM
and MetaStageTM are
central to the architecture
Oracle Discoverer
Other
Legacy
Enterprise
Enterprise
One
World
EPM 9.0 Planned Roadmap
y
Warehouse: New industry content with Higher Education Data Marts
y Student Records
y Admissions & Recruiting
y Financial Aid
y
Planning and Budgeting: Enterprise Planning Framework & Usability
y Balance Sheet and Cash Flow Planning
y Compensation Scenario Planning
y Improved data entry grid from ACE
y
Global Consolidations: Expanded compliance and audit features
y Internal Controls diagnostics
y
y
y
Reverse Mapping on Journal Publish
Drill down to PeopleSoft Enterprise General Ledger
Scorecard
–
Drill-outs to Oracle Discoverer and expanded web services
QUESTIONS
ANSWERS
Thank You
Information Age Applications