PeopleSoft Fluid User Interface - Club utilisateurs des solutions Oracle

PeopleSoft Investment Strategy, Product
Roadmap, and Journey to the Cloud
Club Utilisateurs de Solutions Oracle
Marc Weintraub
Senior Director, Product Strategy
PeopleSoft
March, 2015
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1
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.
2
Today’s Discussion
Key Topics You Will Hear
• PeopleSoft Investment Strategy
• PeopleSoft Roadmap
• Journey to the Cloud
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.
3
PeopleSoft
The State of PeopleSoft
• Used by the Largest Public and Private Organizations
• Most Widely Deployed HCM Solution on Earth
• 6,000 Customers Worldwide
• Net-New Customers Added Every Year
• High Support Renewal Rate
• 40% of Active Customers On/Going to PeopleSoft 9.2
• 3,000+ New Features Delivered Since Acquisition
• Continued Investment and Innovation
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.
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Why is Today’s PeopleSoft a Viable Solution for You?
Success for Your Organization with the Greatest Value at the Lowest Risk
Proven Solution
Market Leadership
Commitment
User Community
The Power of Oracle
Robust and Complete
Modern
Ongoing Innovation
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Oracle’s Applications Unlimited Strategy
Commitment and Continued Investment for Every Product Line
PeopleSoft | JD Edwards | E-Business Suite | Siebel
Intuitive, Simplified User Experience
Industry and Functional Enhancements
Lower Cost of Ownership
Leverage Oracle Cloud Applications
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.
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Your Goals
Enable Your Organization to Succeed and Thrive
Effectively Execute in the
Face of Complexity
Easily Adapt to a Changing
Workforce
Minimize Disruptions to
Your Organization
Lower Costs by Doing More
With Less
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Delivering on Your Goals
Enable Your Organization to Succeed and Thrive
By Making PeopleSoft
Effectively Execute in the
Face of Complexity
Intuitive
Easily Adapt
to a Changing
Workforce
Powerful
Minimize Disruptions to
Your Organization
Lower Costs by Doing More
With Less Easy
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8
Investment Strategy
Enable Your Organization to Succeed and Thrive
An Intuitive, Simplified User
Experience on Any Device
PeopleSoft Fluid User Interface
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An Intuitive, Simplified User Experience on Any Device
PeopleSoft Fluid User Interface
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Homepages
Interactive Tiles
Responsive Design
Free Text Search
Effortless Navigation
Personalization
Dynamic Alerts
Contextual Actions
Built-In Analytics
Greater Self-Service
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10
An Intuitive, Simplified User Experience on Any Device
PeopleSoft Fluid User Interface
What Is It
Why You Care
• PeopleSoft Mobility on Any Device
• Simple and Intuitive to Use
• New Online Desktop Experience
• Native Tablet/Phone Experience
• Optimized Across Multiple Form Factors
• HTML5/CSS3 PeopleSoft Pages
• End User Personalization
• Single, Merged Solution Across
PeopleSoft
• Lower Training Costs
• Easy to Provision and Deploy
• Seamless User Experience Across
Platforms
• Consistency Across PeopleSoft and
Oracle
• Uses Existing PeopleSoft Tool Set
• Delight Your PeopleSoft Users
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PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM 9.2
HCM
FMS/SCM
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Manager Self-Service Homepage
My Team View and Analytics
Guided Self-Service
Team Time View
Team Performance View
Performance Status View
Team Learning View
Learning Compliance View
Open Jobs View
Employee Self-Service Homepage
Personal Profile View
Talent Profile View
Total Rewards View
My Time View and Time Entry
Benefits View
My Performance View
Absences View and Entry
My Learning View
Approvals
Purchase Requisition
Travel Authorization
Employee Status Reporting
Expense Reporting
Project Time Entry
Approvals
Procurement Operations Homepage
Supplier Watch List
Purchase Order Spend
Requisition Cycle Times
Project Manager Homepage
Project Profit Margin View
My Project Team View
Resource Locator
Project Financials
Cash Manager Homepage
Overdrawn Account View
Liquid Position View
Investment and Debt Mix View
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Non
Exhaustive
See It For Yourself!
Watch Video Feature Overviews and PeopleSoft
Talks on the PeopleSoft YouTube Channel
PeopleSoft Fluid User Interface Videos
Getting Started with
PeopleSoft Fluid User Interface
Click Images For More Information
PeopleSoft Fluid User
Interface Concepts
PeopleSoft Fluid User
Interface Experience in HCM
PeopleSoft Fluid User Interface
Experience in FMS/SCM
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PeopleSoft Fluid UI Deliverables
PeopleSoft HCM and FMS/SCM 9.2
HCM
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FMS/SCM
Expanded Guided Self Service
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New Manager Self Service Transactions •
HR Manager / Representative Center •
Mobile Candidate Gateway
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Mobile Learning
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Payroll Employee Self Service
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Matrix Organization Self Service
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HR Help Desk Case Creation
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Enhanced Profile Self Service
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Time and Attendance New Timesheet •
Payroll and Time Admin Centers
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Employee Side by Side Compare
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HR Representative Analytics
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Benefits enrollment Analysis
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Absence Administrator Analytics
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Hours by Employee Analysis
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Ad-hoc analysis in key components
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ePRO Self-Service Receiving
Mobile Line Level Approvals
Expanded Mobile ePRO
PO Acknowledgement
Supplier Surveys
Financial Operations Homepages
Financial Productivity Visibility
Execution of Cash Movements
Mobile Payment Request
Mobile Grants
Mobile Financials
Profit and Loss for the Period
Expenses vs Budget
Top Departmental Expenses
Revenue vs Forecast
Item Collection Days
Invoice Cycle Times
Payables Time to Discount
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Non
Exhaustive
Investment Strategy
Enable Your Organization to Succeed and Thrive
Process Execution
• Activity Guides
• Train Stops
• Guided Self-Service
Information Delivery
• Pivot Grids
• Dashboards
• Configurable Analysis
Framework
Functional Depth
• WorkCenters
• Business Process Weaver
• Regulatory Compliance
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Delivered New Functionality
Non
Exhaustive
PeopleSoft 9.2
HCM
• Performance Management
WorkCenter
• Mid-Period Performance
Evaluations
• Life Events Using Activity
Guides
• Paycheck Modeling
• Learning Dashboard with
Social Capabilities
• Revamped Recruiting
Application Process
• Recruiting Dashboard
• Global Payroll Monitoring
• Desktop Integration with
Absence Management
• Reconfigured Time Reporting
• Bi-Directional Integration
with Taleo
• Mobile Applications
(Company Directory)
ERP
• Multiple WorkCenters
(Billing, AP, Contracts,
Staffing, Buyer,
Supply/Demand)
• Visualization of Customer,
Supplier, Work Order, and
More...
• Streamlined Expense
Reporting
• Operational Reporting
Dashboards
• Improved Reconciliation
Controls
• Cash Position with
Transaction Pipeline
• New Search Centric
eProcurement
• Supplier Self Service
Onboarding
• Advanced Project Pricing and
Rates
• Staffing Industry Productivity
Pack
• Mobile Applications
(Approvals, Expenses,
Requisitions)
COMMON
• Global Search using SES
• New Style Sheet
• Dynamic Menu Breadcrumbs
• Actionable Operational
Analytics via Pivot Grids
• Updated Charts
• REST
• PeopleSoft Update Manager
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
• Oracle Stack Optimization
• TimesTen Support
• Data Migration Workbench
Using Application Data Sets
Investment Strategy
Enable Your Organization to Succeed and Thrive
Multiple Updates a Year, Adopted at
a Low Cost without Upgrades
2020
2019
2018
2017
2016
2015
PeopleSoft Selective Adoption
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Getting the Latest Innovations
You’re Tired of Jumping to the Next Major Release!
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Traditional Delivery, Upgrade Driven Adoption
Impact to You and Your Organization
Your Previous Life as a Customer
• Steady state was not conducive to IT/line
of business interactions
• Requests for new functionality generally
delivered through customizations
• Too much money and time spent on
maintenance yet always seemed behind
• Upgrades were disruptive and costly with
few new features
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Changing the Model
PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Get New Features without Upgrading, Ever
Take Only the New Features You Want, When You Want
Delivery of New Features 2 – 3 Times a Year
Maintenance Changes Automatically Included
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Selective Adoption, Continuous Delivery
New Features without Upgrades
• Customers Adopts the New Features They Want, When They Want
Customer “A” Goes
Live on PeopleSoft 9.2
2013
2014
PeopleSoft 9.2
2015
Customer “A” Adopts
New Features
2016
2017
New Features
2018
2019
2020
2021
2022
Learn More “PeopleSoft Long Term Investment Plan
and Roadmap” on My Oracle Support [login required]
• Oracle Delivers New Features 2 – 3 Times a Year
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Selective Adoption, Continuous Delivery
Impact to You and Your Organization
Your Future Life as a Customer
• No more upgrades!
• IT is more collaborative and responsive to
the business’ needs
• Quicker delivery of new features
• Delivered mobility and a simplified user
experience
• Better use of budget
• Oracle and your IT department are more
responsive
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The Value of Today’s PeopleSoft
PeopleSoft Allows You To...
Provide Better Usability
Deliver mobile solutions
Reduce training costs
Expand self-service
• Mobility and intuitive usability via PeopleSoft Fluid User Interface
• Global search powered by Oracle Secure Enterprise Search
• Simplified navigation using contextual related actions
Increase Productivity
Intuitively execute business processes
Quickly make informed decisions
Effectively perform role based tasks
• Processes oriented Activity Guides and Train Stop visualization
• Embedded, actionable analytics through PeopleSoft Pivot Grids
• One stop, centralized work cockpits for business users in WorkCenters
Avoid costly upgrades
Stay current for less
Lower operating costs
• Leverage new capabilities without upgrading via PeopleSoft Selective
Adoption
• Take only the changes you want, when you want using PeopleSoft
Update Manager
• Operate and scale effectively and cheaply leveraging Oracle technology
Reduce Costs
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Addressing the Needs of Your Global Organization
Global Presence, Global Capabilities
Delivered Capabilities
• International Bank Account Number (IBAN)
• VAT Withholding and SUT Processing
• Expand EFT Payment Formats
• Global Per Diem Calculations and Deductions
• RTI [UK]
• FEC Audit File [France]
• IFRS/US GAAP Convergence
• Joint Ventures in China (CNAO2 and Golden Tax)
Roadmap Capabilities
• Global Payroll WorkCenter, Mobile Paycheck, and
Analytics
• Self-Service
• eSocial [Brazil]
• DSN [France]
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24
PeopleSoft Roadmap
Non
Exhaustive
Ongoing PeopleTools Investments
Intuitive
Powerful
Easy
PeopleSoft Fluid User Interface
PeopleSoft Fluid User Interface (cont.)
Information Delivery (cont.)
• Interactive Grouplets
• Branding Improvements
• Embedded Help in Fluid UI Pivot Grid View
• Related Information Pane
• Animations/Transitions
• Allow Multiple Named Views to be Saved
• Render Activity Guides
• Clear Field Action
• Multiple Pivot Grid Views on Same Page
• Support External Content in Grouplets/Tiles
Information Delivery
• My Preferences Framework
• Timeline Charts
• Display Self-Service Reporting Scheduling
Status in Notifications
• Grouplet Wizard
• Sorting of Facet Values
Information Delivery
Security
Oracle In-Memory Database Support
• Comparative Analysis with Multiple Y-axis and Labels
• Servlet filter to Protect Against XSS Attacks
Greater Integration
• Support for CompositeQuery within Pivot Grids
• Re-authenticate on Save
• Exposing CIs as REST Services
• Simplified Query Generation from a Component
• Increase Password lengths
• Inbound File Chunking
• Support Jobs in Partition Scheduling
Materialized View Support
Oracle Policy Automation 12c Integration
• Self-Service Reporting Scheduling and Monitoring
Enhancements
• IBM DB2 and Microsoft SQL Server
PeopleSoft Update Manager
PeopleSoft Test Framework (PTF)
Health Dashboard
• Revised/Consolidated “Shopping Cart” Search
• Multi-Browser Support
Provisioning
• Indicate Customization Impact with Search
• Layout Validation
• ACM improvements
• Integration with PTF for Test Coverage Assessment
Application Data Sets
• Level of Maintenance Indicator
• Enhanced Compare/Validation User Interface
• Virtualization Templates Redesign for Any OS
with Built-in Dynamic Scaling
• Support Application Upgrades
• Improve Back-End Compare Performance
• Mask Formats in Detailed View
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25
PeopleSoft Roadmap
Non
Exhaustive
Ongoing PeopleSoft Financials Investments
Operational Efficiencies
Simulate Financial Position
Expansion of Global Accounting Capabilities
• Financial Close WorkCenter
• PeopleSoft In-Memory Financial Close Analyzer
• Business Onboarding Activity Guide
• Expansion of In-Memory Financial Position
Analyzer
• IFRS/US GAAP Convergence for Lease
Accounting
• Chart of Accounts Request Collaboration
Business Process
Transformation
Ease of Use
Information
Delivery
• Supplier Change Requests
• Expansion of Supplier Enablement in eSettlements
• Automate Expense Amortization
• Expansion of In-Memory Financial Allocations
Analyzer
• Side by Side Simulation Compare
• IFRS/US GAAP Convergence for Revenue
Recognition
• CNAO2 and Golden Tax Integration for Joint
Ventures in China
• Actionable Simulation Analytics
Expanded Mobility
Mobile Financial Analytics
Comprehensive Supplier Portal
• Payment Request
• Expenses vs. Budget
Greater Configurability
• Supplier Self Service in eSettlements
• Top Departmental Expenses
• Customer Self Service in eBill Payment
• Revenue vs. Forecast
• Supplier 360 utilizing PeopleSoft
Configurable Analysis Framework
• Accounting Request
• Top Businesses by Revenue
• Additional Transactions
• Profit and Loss for the Period
Cash Management
Financial Operations
Oracle Transaction Business Intelligence
• Overdrawn Account View
• Invoice Cycle Times
• Actionable Insights
• Liquid Position View
• Payables Time to Discount
• Pre-delivered Analytics
• Investment and Debt Mix View
• AP and AR Productivity Visibility
• Available Balance v. Forecast by Bank View
• Item Collection Days
• Take Actions to Simulate/Move Funds
• AR Write-Off vs. Collections
• Customer 360 utilizing PeopleSoft
Configurable Analysis Framework
Expansion of Mobile Approvals
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26
PeopleSoft Roadmap
Non
Exhaustive
Ongoing PeopleSoft HCM Investments
Ease of Use
Operations
Expansion of Guided Self Service
Mobile Learning
Expansion of Manager Self-Service
• Position Management Enhancements
• Search, Enrollment, and Training Execution
• Employee Side by Side Compare
• Attachments and Configurable Fields
Payroll Employee Self Service
• Matrix Organization Self Service
• Additional Transactions
• Direct Deposit Enhancements
• Manager Team Analytics
Mobile Recruiting
• Mobile Paycheck
Benefits Administration New Open Enrollment
• Guided Process Optimized for Mobile Devices
• Updatable State W4’s
Time and Labor New Timesheet
• Integration with Social Network
HR Help Desk Case Creation
Expansion of Mobile Approvals
HR Manager / Representative Center
Payroll Administration
Analytics
• Employee 360 View for Administrators
• Overall Process Validation via WorkCenters
• HR Representative Analytics
• Guided Processes and Checklists
• Pre-delivered Reports, Queries, and Analytics
• Absence Administrator Analytics
• Adoption of New Notifications Framework
Time and Attendance
• Hours by Employee Analysis
• Insight into Action – Pre-delivered Analytics
• Streamlined Processes for Administrators
• Ad-hoc Analysis in Key Components
• Side by Side Compare
• Time and Labor Auto-enrollment
Cloud Integrations
PeopleSoft integrations
• HCM Cloud and PeopleSoft Payroll Integration
• Enhanced Time and Labor and Absence Integration
• HCM Cloud and PeopleSoft Time and Labor
• Expansion of Existing Integrations
Integrations
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Your Journey to Oracle Cloud
Multiple Paths, One Destination
Your Journey is Driven By Your:
• Business Needs
• Timing
• Existing Footprint
• Appetite for Change
You Choose What, How, and When
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Your Journey to Oracle HCM Cloud
Multiple Paths, One Destination
Phased Cloud Adoption
Broad Cloud Adoption
• Talent Management Focused
Talent
Talent
Core HR
Core HR
Payroll
Payroll
• All HCM Excluding Payroll
Talent
Talent
Core HR
Core HR
Payroll
Payroll
Talent
Talent
Core HR
Core HR
Payroll
Payroll
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Enabling Cloud Migration Choice
Integration with Oracle Cloud Talent Management
Recruiting
Compensation
Management
Goal Management
Performance
Management
Talent Review
Network at Work
Compensation
Workforce Directory
Core Human Resources
•People
•Jobs
•Org. Info.
•Comp.
•Comp. Changes
•Hire and Offer Data
Core Human Resources
Time & Labor
Payroll
Benefits
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Enabling Cloud Migration Choice
Payroll Integration with Oracle Cloud Human Capital Management
Recruiting
Compensation
Management
Goal Management
Performance
Management
Talent Review
Network at Work
Time & Labor
Benefits
Compensation
Workforce Directory
Core Human Resources
•People
•Jobs
•Org. Info.
•Comp.
•Comp. Changes
Core Human Resources
Payroll
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Customer 2 Cloud Program
Enabling Your Journey to the Oracle Cloud
WHO
WHAT
WHY
Existing PeopleSoft customers paying
on-premises support
Adopt Oracle Cloud using current
support spend
Lower TCO
Organizations interested in latest
Oracle Cloud innovations
Shift to ANY application within Oracle
Cloud pillar portfolio
Flexibility
Customers wanting to migrate onpremises applications to the Oracle
Cloud
Quickly adopt latest Oracle Cloud
innovations
Speed
Making it easy and cost effective to move on-premises
applications to the cloud
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Executing on Choice
PeopleSoft HCM Customers Adopting Oracle HCM Cloud
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PeopleSoft in the Cloud
Oracle Managed Cloud Services for PeopleSoft and through Partners
• Predictable
• Low Cost
• Proven
• Secure
• Flexible
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34
Honeywell
Honeywell is a Fortune 100 company with over 130,000 employees
worldwide including over 20,000 engineers that invents and manufactures
technologies to address some of the world’s toughest challenges.
Challenge
Solution
• Homegrown Solutions
• PeopleSoft HCM
• Multiple Disparate Solutions
• PeopleSoft Interaction Hub
• Unable to Deploy Globally
• Oracle Recruiting Cloud
Service
• Poor Self Service
• Inferior End User Experience
• High Costs
Result
• Simplified End to End User
Experience
• Accelerated Staffing and
Onboarding
• Leveraged “Out-of-the-Box”
Capabilities
• Eliminate Custom Homegrown
Applications
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35
Ascension Health
Ascension Health is the largest Catholic and largest non-profit health
system in the US with over 70 hospitals.
Challenge
• Massive Infrastructure
• Multiple Environments
• Rapid Expansion
Solution
• Oracle Managed Cloud
Services for:
– PeopleSoft HCM
– PeopleSoft ERP
Result
• Lower Costs
• Scalability
• Focus on Core Competencies
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36
PriceWaterhouseCoopers (PWC)
PWC is a multinational provider of professional services. With over
180,000 employees globally it is the world’s second largest professional
services firm.
Challenge
• Greater Deployment of Self
Service
• Gain Better Insight into
Workforce
Solution
Result
• PeopleSoft HCM
• Greater Access to Information
• Oracle Performance
Management Cloud
• Better Understanding of
Workforce
• Oracle Goal Management
Cloud
• Intelligent Decision Making
• Oracle Talent Review Cloud
• Higher Adoption of Self
Service
• Oracle Business Intelligence
HR Analytics
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37
Ford
Ford is a worldwide maker of cars, trucks, and commercial vehicles. In 30+
countries with 60,000 employees, Ford produces over 5.5 million vehicles
a year.
Challenge
• Need to Manage
Compensation Globally
• Complex Compensation
Model
Solution
• PeopleSoft HCM
• Oracle Workforce
Compensation Cloud
Result
• Streamlined Compensation
Process
• Executing on Compensation
Globally
• Custom Compensation
Solution
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38
Available Services
Add On Services from Oracle Advance Customer Support (ACS)
• Global Payroll Tax Updates for Select Countries
• Payroll for North America Tax Updates
• United States Tax Form 1099 Updates
• Starting in July of 2015 Severity 1 Fixes for
PeopleSoft 9.0
Contact ACS to Learn More [email protected]
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Incredible Amount of Innovation
Today’s PeopleSoft
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1,500 New Features
3 New In-Memory Applications
50 Mobile Solutions
75 Actionable, Embedded Analytics
15 Role-Based WorkCenters
1,300x Faster on In-Memory Database
10x Scalability on Exalogic
5x Better Performance on Exadata
New Simplified, Intuitive UI
Integrated to Oracle Cloud Applications
Adopt New Capabilities Without
Upgrading
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Today’s Discussion
Key Topics You Have Heard
• PeopleSoft Investment Strategy
• PeopleSoft Roadmap
• Journey to the Cloud
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41
Get Connected and Stay Informed
Key PeopleSoft Information Sources
PeopleSoft Information Portal
PeopleSoft YouTube Channel
Social Media
@PeopleSoft_Info
Oracle PeopleSoft Page
Oracle PeopleSoft Development
Group
Blogs
Click Images For More Information
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Questions and Answers
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