Published on January 6, 2014
PeopleSoft Can Do That? November 13, 2013
Agenda Emtec Overview PeopleSoft Update Reporting User Experience Operational Enhancements
Emtec… ‘Big enough to do the work, small enough to care’ EMTEC THE COMPANY EMTEC SERVICES AT A GLANCE • Emtec has completed more than 1,100 Package Application engagements, including: • Serving clients for over 46 years • 14 locations, including 8 development centers - • Over 1,000 full-time professionals • Voted One of the Top 100 Places to Work by Cranes Chicago in 2012 • Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications • 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life • $255M IT Services Provider • Regularly compete & win against larger IT service providers - 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft Dynamics and more than 255 projects • Emtec is a premier provider of SaaS and Emerging technologies consulting, including 51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud • Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development • Emtec has served more than 565 Infrastructure services clients where we have: EMTEC AROUND THE WORLD US Locations • Radnor, PA (HQ) • Atlanta, GA • Chicago, IL • Dayton, Ohio • Freemont, CA • Jacksonville, FL • Herndon, VA • Minneapolis, MN • Springfield, NJ • St. Louis, MO 200+ Oracle clients with more than 415 engagements - Installed or provided more than 925 exabytes of storage (That’s a whole lot…) - Triaged more than 30,000 L1 support incidents - 3 Deployed more than 1.85M servers, personal computers, tablets and mobile devices - Global Offices • Toronto, Canada • Ottawa, Canada • Pune, India • Bangalore, India Implemented service management solutions for more than 125 clients
Emtec’s five practice areas offer focused solutions to help our clients solve complex business & IT challenges From up-front strategy & consulting all the way to application, infrastructure & procurement services, Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself. Consulting Services • IT Strategy & Planning • IT Process Improvement OFFERINGS • IT Performance and Governance • Information Management: − Big Data − Business Intelligence − Analytics • Mobility Solutions • Program and Project Management Package Application Services (PAS) • Oracle − Fusion − EBS − PeopleSoft − EPM : Including Hyperion − OBIEE Cloud Technologies Application Development & Management Services (ADMS) Infrastructure Services • Cloud Strategy & Planning • IT Service Mgmt. • Salesforce.com Solutions − Sales Cloud − Service Cloud − Marketing Cloud − Force.com • Application Advisory Services • Data Center • Business Application Infrastructure • End User Computing • Cloud Application Development & Technology • Microsoft − AX and GP − BI − CRM • Portfolio Analysis • Platforms • Package Application: Development, Maintenance & Support • Private Virtual Cloud • SAP • Cloud Applications • Functional: HCM, FM, SCM • Product Development • Custom Application Development & Maintenance • Mobile solutions • Quality Assurance & Testing Services PRACTICE FACTS • Managed Services, Capacity Management & Staffing Services • SWAT team of 45 highly skilled Strategists, Architects and Consultants • 10 years of experience and more than 75 projects • 180 Specialists, including Project Managers, Architects, Consultants and Analysts • More than 300 ERP & CRM projects completed • Expert team of Big Data, business intelligence and analytics professionals 4 • Specialized team of 25 Strategists, Project Managers, Architects, and Consultants • More than 90% certified • 62 Customers & 112 engagements • Global workforce of nearly 750 associates (approximately 250 associates based in North America) • Provided more than 6.3M hours of application development and maintenance services. • Special expertise in Business Analysis and Testing (among other things) • More than 100 associates providing data center, compute, network and storage related services • Value Add Reseller providing full device lifecycle management services for more than 30 years • IT Service Mgmt. BU having supported more than 70 distinct clients
Emtec’s six Oracle practice areas offer focused solutions to help our clients solve complex business needs using Packaged-Based applications EPM Enterprise Performance Management Financial Management Human Capital Management Fusion Human Capital Management • Packaged Application Implementations and Upgrades • Packaged Application Implementations and Upgrades • Cloud / SaaS Based Implementations and Upgrades • Existing application enhancements and integration • Business Process Design and Redesign • Business Process Design and Redesign • Center of Excellence • Project Management • Project Management • Business Process Design and Review • Managed Services • Managed Services • Application Support • Application Support • Project Management • QA & Testing • QA & Testing • Application Support OFFERINGS • Oracle EPM application implementations and upgrades • Application Advisory Services • Application Advisory Services CAPABILITIES • Customer Training for end-users and Administrators Packaged Applications • Hyperion Planning and its modules • HFM (Hyperion Financial Management) and its modules • Essbase • FDQM (Financial Data Quality Management) • Data Relationship Management (DRM) • Hyperion Reporting Tools • Packaged Application Implementations and Upgrades • Implementation and Upgrade Services • Packaged Application Development, Maintenance and Support Oracle Business Intelligence • Enterprise Reporting: Dashboards, Key Performance Indications, Reports • OBIEE Platform • OBIA • Managed Services • OLAP Analytics • Real-Time Analytics • Managed Services • Packaged Application Sizing, Infrastructure, Hardware Planning, Installation and Support • Database Administration • Application Administration • Proactive Intelligence Delivery and Alerts • Business Process Design and Redesign • Project Management • Lab-Based Services • Lab-Based Services • Application Support • Upgrade Planning Assessments • Upgrade Planning Assessments • QA & Testing • Application Advisory Services Packaged Applications • PeopleSoft • EBS • Fusion Packaged Applications • PeopleSoft • EBS Packaged Applications • Fusion HCM Business Process • General Ledger • Procure to Pay • Credit to Cash • Asset Management • Projects & Contracts • Financial Analysis & Reporting • Plan to Procure Business Process • Hire to Retire • Payroll Processing • Workforce Management • Talent Management • Workforce Service Delivery • Time & Labor Business Process • Hire to Retire • Global Payroll • Workforce Management • Talent Management • Workforce Service Delivery • Time & Labor • Benefits 5 Enterprise Technology • Ad-Hoc Analysis • Scorecards • Mobile BI • Performance Tuning Packaged Applications • PeopleSoft • EBS • Fusion Packaged Applications • PeopleSoft Financials and HCM • EBS Financials and HCM • Fusion Financials and HCM • SAP Financials • JD Edwards Financials • Siebel
From an Emtec perspective, there are four primary service delivery models for our Clients to consider Staff Augmentation Project / Co-Source (aka Capacity Services) Outsource/Managed Services Service Delivery Model Insource (aka Do it Yourself) Overall Description Primary Benefits Risk v. Reward • Lower costs, yet maintaining responsibility for application support and maintenance activities • External cost structures benefits are rendered while maintaining suitable control by client. • All IT Services/Programs/Projects are transitioned to external organization specializing in the core skill for a project, program or IT service. • Not applicable • Assurance that all intellectual property and privacy is maintained and ability to enhance strategic reaction • Labor Arbitrage (LOW) • Supply low-cost labor near-shore or offshore, creating an extension of internal IT • Instill resources available for defined projects and/or to manage discrete systems (i.e. Legacy applications) Labor Arbitrage (MED) • Program Management Included • Supplier Process & Methods • Open resources for strategic work • Influence Outcomes • Joint Accountability • High labor arbitrage • YoY efficiency improvements • Predictable pricing • Program Reporting & Metrics • Supplier Process, Metrics & Tools • Accountable for Outcomes • Demand & Service Management • Integrated delivery Model • Full Client Ownership • Client Owned & Directed • Emtec provides qualified resources with agreed timeframes • Collaboration with client. • Client owns deliverables and bears risk • Emtec responsible for quality of our scope of work • Collaboration with client. • Emtec owns deliverables and bears risk • Application and/or System performance SLAs • N/A Sample SLAs • Internal control to establish protection of intellectual property, privacy and enhanced strategic reaction • Quality Resources • Resource turnaround times • Delivery Quality • Quality of Resources • Resource turnaround times • Milestone and/or Functional Responsibility • Application Performance • Estimation Accuracy • System Performance • Delivery Quality • Quality of Resources • Resource turnaround times 6
PeopleSoft 9.1 8
PeopleSoft 9.2 9
PeopleSoft 9.2 10
PeopleSoft Roadmap 11
Oracle’s Upgrade Themes • Simplicity – New interaction and navigation concepts • Activity Guides, Train Stops, Related Actions, Embedded Help – Greater user focus on primary daily job function – Less need for training and help desk inquiry • Productivity – New capabilities and functionality • WorkCenters enabling power users to focus • Combining transactions, analytics, workflow, and reports – Feature-rich, flexible, role-based user experience • Lower Total Cost of Ownership – Eliminating costly customizations • Further planned enhancements • Expanded integrations 12
PeopleSoft 9.2 Upgrade Paths • Release 9.2 – Direct upgrade path to 9.2 • Financials from 8.9, 9.0 and 9.1 • HCM 9.0 and 9.1 – Not 8.9 – Focus on making PeopleSoft: • • • • More Intuitive for end users via Activity Guides / Train Stops Access to Actionable Information via Pivot Grids Increased User Effectiveness with WorkCenters Enable your mobile workforce 13
REPORTING PeopleSoft Pivot Grid
PeopleSoft Pivot Grid • Overview – Similar to Pivot Tables in Excel – Advanced reporting technology that enables users to visually display data – Performs operations such as pivoting and filtering – Uses data sources like PeopleSoft Query – Can view data in 3 different visualizations: • Grid only • Chart only • Grid and chart – Chart and grid are synchronized 15
Display Components • Grid Display Component – Based on existing PS analytic grid • Has 3 axes—row, column, and filter – Enables multilevel display and drag-and-drop operation • Chart Display Component – Grid and chart display option • Pivot Grid uses the result set that was retrieved while populating the grid for chart display – Chart only display option • Users can drill down on the chart by clicking the data points of the chart to display details • Drill out option is available as a locator link at the top of the chart. Clicking the drill out link restores the chart to its earlier state 16
REPORTING PeopleSoft Business Intelligence Publisher
Business Intelligence (BI) Publisher • Overview – Also known as XML Publisher – New reporting platform standardized across all PeopleSoft applications (i.e. Fusion, Hyperion) – Reporting solution to manage and deliver reports – Enables users to view reports online – Design and create report layout templates with the more common desktop applications – Single template can generate reports in many formats (PDF, RTF, Excel, HTML) and in many languages – Approach reduces report maintenance, templates, and translations – Allows document and template branding 18
BI Publisher Benefits • Lower report and form generation development costs • Eliminate the need to reverse engineer government forms into Crystal or SQR • Separation of report data (logic) from report format • Re-use report data into multiple formats • Ability for end users to create report layouts from familiar desktop applications • Integrated data extracted from PS Query • Templates can be branded or content can be modified to fit an organization’s needs 19
BI Publisher Branding Examples 20
BI Publisher Samples • Management Reports – Chart with summary functions and table with detail records • Operational reports – Re-grouping, conditional highlighting, summary calculations, running page totals • Bill of Lading – High fidelity, using tables and barcode fonts 21
REPORTING PeopleSoft Connected Query
Connected Query • Connected Query enables you to create a single XML file based on a set of queries with parent-child relationships • User create a set of linked simple queries to collect data from multiple tables instead of creating a complicated query with multiple equal, outer joins, and grouping conditions • When two or more SQL statements are linked with left outer join to the same query. • Connected Query enables you to collect data similar to query performing left outer joins. In contrast to query, Connected Query enables you to link multiple queries to a single parent query. • As a tool in the process of replacing Crystal reports (that use subreports) with XML Publisher reports. 23
USER EXPERIENCE PeopleSoft Related Content
Related Content • Linking application pages with collaborative, analytical, and informational content – Essentially extra information related to a transaction – Discussions, Links (intra-portal or external), Tags • Related Action – Ties additional actions to transactions • Modal window – no need to leave transaction page – Appears as red glyph in designated field • Related Content Benefits – Eliminates customizations – Open Framework • Customers develop services – Interactive – Secure 25
Related Content – HCM examples 26
Related Content – Future Enhancements • PeopleSoft 9.2 enhancements to Related Content – Embedded operational metrics • Order fulfillment effectiveness • Average time to pick/pack/ship – Contracts • Bill Plans • Revenue Plans • Contract Terms – Inventory analytics • Incorporated anywhere as Related Content • Related Actions on Pivot Grids in 9.2 27
USER EXPERIENCE PeopleSoft Pagelets
Pagelet Information • User-defined independent component on a PS page • Types of Pagelets – Homepage Pagelets • 2 or 3 column view on user’s homepage • Some options – wide and narrow versions of pagelets – Workspace Pagelets • Used for members of collaborative workspaces – Virtual team room – Used for projects – Template Pagelets • Added to a PeopleSoft template • Portal template – organization and layout of pagelets on portal – Multiple template Pagelets make up a portal template • Personalization – Dragging and dropping under Personalize Layout page – 2 or 3 columns, with as many pagelets as user desires 29
Pagelet Example – Homepage Pagelets 30
Pagelet Example – HCM Pagelets 31
Pagelets – Future Enhancements • PeopleSoft 9.2 Pagelet enhancements – Standard Delivered Pagelets • • • • My Work My Links Queries Reports & Processes – Staffing • Rapid action staffing – With Related Actions, modal window capability 32
USER EXPERIENCE PeopleSoft WorkCenters
WorkCenter Pages • User portals for specific roles; role-based homepage – Homepage – User customized – WorkCenter – pre-built homepage • Menu in one column, work space in another column • Streamlined user interface that reduces the need for navigation – Increased productivity – centralized daily work organization • Available as part of PeopleTools • Built on templates, similar to portal products • Incorporates Related Content and Pagelets – Use template or homepage Pagelets 34
WorkCenter Pages - Benefits • One location – Consolidated delivery of actionable info – Less navigation, fewer open windows • Interruption mitigation – All PeopleSoft work saved on one page – Less work lost upon interruption of a task – Increased efficiency in switching tasks • Within and outside of PeopleSoft • Complete picture view – View transactions throughout entire process 35
WorkCenter Pages - Samples 36
WorkCenters – Future Enhancements • PeopleSoft 9.2 WorkCenter enhancements – Four standard delivered pagelets • My Work, My Links, Queries, Reports & Processes – Pre-configured by user roles – – – – – – – – – – – Payables Billing Receivables General Ledger Supply and Demand Staffing Contracts Grants Projects Supplier Admin SRM Buyer Admin 37
Embedded Help Overview • Select information icon on group boxes, grids, or scroll areas • Helps explain how to complete a specific task or transaction • Message appears in modal window that can be moved around page 38
ENHANCEMENTS PeopleSoft Approval Framework
Approval Framework • Also known as the Approval Workflow Engine (AWE) • Configurable Workflow – Setup for approvals, rules and routings maintained online – Enables Email based approvals • Enhancements – – – – – – – – – Functionality extended to new modules Approval through Outlook email – some mobile support Configured online, rather than in App Designer Approval Monitor – tracks document throughout process Setup workflow by Business Units Approval at Header or Line level, rather than by accounting field User-defined approval hierarchy; dynamic roles list Easily configurable Timeout Options Ad Hoc reviewers and approvers 40
Example – PS Monitor Email HTML Approval • Financial Transactions – Requisitions – Purchase Orders – Journals • HCM Transactions – – – – – – – Absence Management Delegation Person Profiles Job Offer/Opening Process Performance Management Promotion Transactions TL Reported Time / TL Payable Time 41
ENHANCEMENTS Forms and Approval Builder
Forms and Approval Builder • Configurable tool to create forms and specify approval process to follow • Eliminates paper and email-based approvals • PeopleSoft forms are: – Auditable – Electronically Approvable – Immediately Accessible 43
ENHANCEMENTS PeopleSoft Testing Framework
PeopleSoft Testing Framework • Overview – Record and playback tool – Automates tasks within the PeopleSoft application – Included in Tools 8.51 – Replicates actions of a single user executing functional tests against the PeopleSoft application – Users record manual test procedures and save them within the framework – Stored in database as App Designer Objects – Assists with Change Impact Analysis 45
PTF Benefits and Limitations • Benefits – Automates testing to increase efficiency and accuracy – Ensures coverage of functionality – Reduces testing time and resources – Easily migrate test assets between environments – No additional software costs • Limitations – Unable to validate image appearance, position of data and online objects – Not a load testing tool – Lacks certain user functions, like drag and drop – Recognize/validate objects in 3rd party applications 46
PTF Architecture • • • Standalone program that runs on a Windows workstation Connects to the PS application database using a secure HTTPS connection through Integration Broker Web Services Connects to the PS application that is to be tested through a IE browser session 47
PTF Explorer • Access to PTF Test Assets – Tests – Test Cases – Libraries – Logs • Tree Structure • Used to create/delete tests and folders, copy and move tests, and open test assets 48
PTF Test Editor • Record and edit test scripts • Add, copy and delete test steps • Create and edit test cases • View both test and test case in a single window • Debug tests 49
Leverage PTF in your next project • Identify and plan PTF usage early – Will take time to migrate scripts to PTF • Train end-users and development staff on how to utilize PTF record and playback features • Focus on key business processes first • Make sure test cases ready for Unit Testing and System Testing – Provides opportunity to “test” testing framework prior to UAT 50
When to use PTF • New Implementation projects • Limited/No existing testing documentation • Limited functional resources to participate in testing • Highly customized environment • Significant ongoing development projects • Routinely deploying patches and fixes • Committed to PS Platform 51
PTF Best Practices • Consistent Naming Conventions – Be descriptive by including module, priority, and project name in description • Record test whenever possible – Record every testing step to be more accurate than manually constructing through Test Editor • Clean Up Tests – Review tests to remove unnecessary steps in process • Use Process Object Types – Eliminates need for steps in run processes • Dynamic Tests – Reserved words, variables, conditional logic 52
PTF in Action • Demo 53
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