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Friday, April 25, 2008

Collaborate Day 2 - E40790- PeopleSoft Executive Update with Doris Wong

Presented by: Doris Wong, General Manager for PeopleSoft Enterprise

This was Doris's keynote, and it did a great job of showing to PeopleSoft customers reasons to upgrade to current releases, and demonstrating the vision and continued investment in PeopleSoft products.


Prior to the Session

Prior to the session, Doris recognized me in the audience, so I decided to walk up and say "Hi" to her. We talked a bit about non-PeopleSoft stuff (our kids went to preschool together, so it was good to catch up). She also wanted to know how things were going business-wise, and made sure to mention that she's been hearing good things about us from PeopleSoft customers (which is much better than her hearing bad things about us from PeopleSoft customers -- "I'm watching you, Wazowski. Always watching. Always").

Agenda

  • 2008 IT Strategic Initiaives
  • Oracle applicagtions strategy
  • Delivering on PeopleSoft
    PeopleSoft Investment Strategy
  • Key Takeaways

2008 IT Strategic Initiatives

Forrester survey where organizations found critical priority of the following areas

  • 72% want improvement of integration between apps
  • 59% want upgrade packaged applications
  • 47% shift from functional to process orientation

Oracle's applications strategy follows this:

  • Applications unlimited
  • Application Integration Archietecture
  • Fusion Applications

Applications unlimited -> we will continue to invest. This is strategic for us.

Second part is applications integration architecture. Designed around creating a common platform for easy integration of our systems Provides framework to easily orchistrate business processes across a heterogeneous environment.

Fusion - this continues to be a path, although optionsal. Our customers can look at this and determine what's best for their business.

Supporting all 3 parts of the strategy is Oracle Fusion Middleware. We will be standardizing on the middleware.

Doris, then showed a diagram that illustrates how fusion middleware can be used as part of a larger enterprise applications infrastructure. It started by showing different backend systems linked by fusion middleware transport. In the middle are common objects and definitions of those objects. At the top, it shows oracle's business process orchestration.

Doris, then went more into how Oracle's Application Integration Arcitecture (AIA) plays an important part. She started by showing different layers of the architecture.

  • foundation is service management
  • then revenue management
  • then customer management
  • then enterprise management
  • finally, she showed processes that span the different layers.

Delivering on PeopleSoft

Doris, then moved into more details with respect to PeopleSoft. She started by illustrating the importance of the PeopleSoft Enterprise suite to Oracle's overall business strategy:

  • 9 of top 10 commercial banks are ps customers
  • 59% of top 100 of fortune 500 companies own ps
  • retail - the 5 biggest use ps
  • 6 of top 10 communications companies use PeopleSoft
  • 60% of the top 15 insurance companies use PeopleSoft
  • 70% of top 10 health care organizations use PeopleSoft
  • 19 us states use PeopleSoft
  • 50 of largest counties and cities use PeopleSoft
  • 7 of top 10 research universities use PeopleSoft
  • 8 of top 10 printing and publishing companies use PeopleSoft

PeopleSoft beates best in class. Aberdeen group survey PeopleSoft customers are not average when it comes to hcm.

  • PS customers are 41% more likely than industry a verage to be satisfied
  • PS customers outperform industry average in every kpi used to measure b est in class
  • PS cusotmers demonstrate higher org perfomance improvement versus industry average
  • PS customers leverage automated hcm tools to achieve better ROI on their software investments

PeopleSoft 9.0 themes:

Doris, then went on to talk a bit about the PeopleSoft roadmap, starting with PeopleSoft 9 (which is currently shipping):

  • Extended value through technology
  • best in class business processes
  • a superior ownership experience

Doris, moved from the themes to talk more about the content in the release from a challenge, capability, and value perspective (which does a great job of laying out the return on investment in upgrading).

ChallengesCapabilities Value
Heterogeneous IT environment SOA and oracle fusion middleware, bpel process manager Lower IT costs
IntegrationEliminate costly interfaces in cross-applicagtion business processess
Tightening/Changing Labor marketIntegrated talent mangementAttract, Engage, and Retain Ralent
Contextual InformationTransactional DashboardsInsight-driven Business Processes
Address regulatory requirements and performance needsBusiness process enhancemsnts to address OFAC, SARBOX, and moreAchieve sustainable compliance and high perfomance
Complex and changing reporting requirementsOracle XML PublisherReduce reporting costs
Managing Applications PortfolioLifecycle Management ToolsLower TCO
Accelerate User AdoptionImproved UEReduce training burden
Focusing on strategic activitiesEmployee self serviceImprove efficiency and productivity

Doris revisited the previous table to discuss specifics of release content

Integrated talent management

  • Single, enterprise wide system. proflie management, business intelligence with single source of truth.
  • improved usability for employees and managers
  • relevant role based activites and content
  • single user experience
  • line of sight visibility

Business Insight

  • supplier relationship management dashboard
  • Expanded KPIs for buyers and managers
  • Summary metrics at business unit level
  • Supplier performance analtics pagelet

Business Processes --> contract management

  • SRM dashboard example.
  • Shows different metrics (aggregated view of source-to-pay) business processs for buysers and managers.
  • Shows dashboard, but doesn't show the actual transactions (other than lists)

Compliance and performance

  • Enforcer has extended reporting including 345 reports that facilitate financial statement certification.
  • Improved tracking of training hours, costs, etc for compliance
  • Supply chain - auto-validation of customers and vendors against SDN list via web services for compliance with patriot acts OFAC regulations
  • expanded supports for IFRS 15 evaluation requirements

Reporting

  • Shows the XML publisher architecture: extract data xml publisher publishing engine formates the data using templates and then file formats.
  • Showed difference between SQR report and new XML report with template availabile starting in 8.48 of tools.

Livecycle management tools

  • integration with enterprise manager - enables it admin to graphicallly manager and manage Release 90 systems from same console as other oracle databases, middleware and apps

Improved SOA Support

  • New UI and increased standards support
  • Stronger integration with BPEL process manager

Enhanced patching and maintenance

  • streamlined patching through tools that understand impact.

Why upgrade?

Business buenefits of enhancements

  • Get business value of all releases
  • Eliminate customations and niche vendors
  • Improve efficiency and prodicvivity
  • reduce costs

Available services and tools

  • Upgrade aids in peopletools
  • Oracle solution center upgrade lab
  • Oracle consulting upgrade services

Planning Options

  • Separate tools and app upgrades
  • Future upgrade processes to fusion apps

Upgrade steps:

  • Added a new upgrade process from hcm 8.3 that does the 2-step process in a single set of steps (8.3 t0o 9.0 wrapper).

PeopleSoft Investment Strategy

Objectives:

  • Solution Value
  • Innovation
  • Customer success

Drivers

  • Corporate strategy
  • Market conditions
  • Competitive landscape

More on 9.1 Strategy:

  • Ensure market leadership in HCM, key industries and global markets
  • Provide high value low risk releases
  • Customer-driven enhancements
  • Avoid creating complex upgrades
  • Deliver integration and innovation
  • Leverage oracles portfolio of applications
  • Adopt oracle fusion middleware capabilities
  • Enhance ownership experience
  • Increaed usabilith and streamlined processes
  • Maintain peopletools backwards compatibility

9.1 roadmap. The rollout is planned in 2009.

Summary

I was impressed with how comprehensive the update was. Doris and team have been very busy, and have spent a lot of time listening to PeopleSoft customers.

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