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Archive for the ‘PeopleSoft’ Category

9.2 Optimization

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With PeopleSoft 9.2 there is a lot of conversation about taking advantage of new features and functionality, de-customizing, and optimizing your solution as new features are delivered as often as quarterly. But how does an organization go about optimizing PeopleSoft? The first thing to remember is that you must treat the optimization as a project and not as a discrete activity. When you treat the optimization as a project your organization needs to:

  1. Define your current issues/concerns (top to bottom)
    • Be specific, generate a list
  2. Document specific objectives that must be accomplished
  3. Reach a consensus & prioritize objectives
  4. Define & document success criteria
    • What defines a successful optimization outcome?
  5. Generate an Executive Strategy Outline (ESO) consisting of the issues, objectives and success criteria
    • Used to help prioritize projects
  6. Execute product reviews within PeopleSoft
  7. Generate a roadmap to execute optimization content that provides the largest business value and is achievable within an acceptable timeframe

Optimization

Why is it important to take the time to execute in this manner?

  • Executive challenges (top level) help feed downstream challenges
  • Challenges help define what needs to be addressed
  • Challenges are easily transformed into objectives
  • Objectives are used for internal alignment and priorities
  • Objectives are used to guide the PeopleSoft reviews

Optimization 2

Once you have all the challenges and objectives defined, your organization is then ready to execute the PeopleSoft product review portion.

  • Generate feature/functionality available between current image and latest available image
  • Understand the objectives and use those objectives to focus on the areas in PeopleSoft to achieve those objectives
  • Review current business processes
  • Review current setup and configuration in PeopleSoft
  • Don’t ignore opportunities to improve the end user experience
  • Generate a list of opportunities
    • Define the business benefit
    • Define the feasibility
    • Map the recommendation to the objective it helps achieve
    • Prioritize
  • Detailed documentation
  • Project Plan to execute the various “mini” projects for optimization

By executing your optimization in this manner, your organization will be much more likely to implement changes that are most beneficial. MIPRO has a very structured process to support optimizations, if you would like additional information, please contact me at larry.zagata@miproconsulting.com.

 

Elasticsearch

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Is your organization considering Elasticsearch? Then this is a must-watch video with some great overview information.

The key take-aways and content include:

  • SES and Verity will be deprecated in PeopleTools 8.56
  • SES will be supported in PeopleTools 8.55 until April 2018
  • Do not deploy Elasticsearch from their website, there is a very specific PeopleSoft version that needs to be deployed
  • Utilizes PeopleSoft security so any search returns will only return information that the user is subject to view based on the PeopleSoft security setup
  • The video discusses 3 cases or situations those deploying Elasticsearch may encounter
    • Fresh install: (No SES currently deployed but may have Verity)
    • Migration: Move from SES currently in use with planned down time for the conversion over to Elasticsearch
    • Migration: Move from SES with a live cutover (no down time for SES during the transition)
  • The bulk of the video discusses 7 steps to transition to Elasticsearch in good detail:
    • Estimate resource requirements
    • Deploy on server using DPK
    • Take new features and fixes to PeopleSoft and Elasticsearch
    • Perform acceptance testing
    • Build PeopleSoft search indexes on Elasticsearch
    • Configure PeopleSoft integration with Elasticsearch
    • Migrate to Elasticsearch instance

If you would like additional information on Elasticsearch, or have any other PeopleSoft related questions please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Classic Plus To Harmonize With Fluid

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Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid.

Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward

Here is a snippet of what you will find in the Oracle Blog.

  1. Deliver, Deliver, Deliver

“Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017. Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages. Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search . . .. For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support.

Oracle Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal”

As the various components become available, PeopleSoft clients on Tools 8.56 will be able to use PeopleSoft Classic Plus on pages that are not available in Fluid.

If you have any questions about PeopleSoft Classic and Fluid Pages or any PeopleSoft topics, reach out to us. We are here to help!

Saving Customers from Themselves

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One of the principles that MIPRO lives by is, “Always tell your customer what they need to hear, not just what they want to hear.” We are passionate about providing real, honest observations and feedback. Sometimes we are tested to see just how far we will take that commitment.

We recently had a customer decide they wanted to move the go-live date for our project earlier by three months. Although we had a detailed project plan created by one of our senior resources with over 25 years of experience, the customer’s project manager decided to set aside the plan, eliminating steps and increasing project risk, in order to hit an earlier date.

We did not hesitate to share our concern and the potential risks associated with that decision. We delivered our honest feedback and the new date was not altered. We had done all we could do. We focused on doing everything we could to help our customer make the new date, keeping an eye open for the challenges that lay ahead.

We kept to our principles and did the right thing, but in this case, the candid feedback negatively impacted our relationship with the customer. In almost every other instance, the honest, candid feedback is seen as refreshing and has led to many long term, mutually beneficial relationships. In either case, we believe we should never comprise our principles.

Some things we’ve learned along the way:

  • Always be professional when providing feedback. Leave the emotion out of it. Easier said than done, but extremely important.
  • Timing is everything. As the saying goes, bad news is not like wine, it does not get better with age. Share your feedback sooner rather than later.
  • Keep the long-term end goal in mind. Minor diversions from the plan don’t always need the cavalry. Don’t become the “boy who cried wolf.”
  • Respect your customer’s wishes. Provide your feedback, but unless you are 100% responsible for delivering or you’re on a fix fee engagement, if it is the customer’s project, point out the path to success as well as the risks, then march with them.
  • Never compromise your principles.

If you ever need honest observations or feedback don’t hesitate to contact us.

Every Quarter Equals New Functionality

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PeopleSoft Selective Adoption

The recent blog title from the Quest International Users Group – “PeopleSoft Is Alive and It’s Time to Adopt” caught my attention because it’s what we’ve been sharing with our customers for the past few years.

While a rip and replace cloud strategy might be the right direction for some, those who have invested in PeopleSoft are still getting value and have the ability to walk cautiously to the cloud vs running. This is made possible by Oracle’s continued investment in PeopleSoft. Quest opens with a quote from Paco Aubrejuan, “If you don’t believe what we say, look at what we do.” Every quarter = new functionality. 

MIPRO’s website is a great resource for all the new PeopleSoft features. https://www.miproconsulting.com/resources/new-pum-features/

If you have any questions regarding PeopleSoft’s new features/functionality reach out to us – we are here to help.

 

2017 Education and Networking Conferences

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Have you planned your education and networking budget for 2017?  In addition to the Oracle PeopleSoft website, www.peoplesoftinfo.com, there are several user groups that organize in-person and virtual monthly meetings along with annual conferences.  User groups are great resources for:

  • Product and customer information
  • To see what topics are trending with customers
  • Presentation and education opportunities for customers

As you plan your education and travel budget, you may want to consider having your team members cover different conferences to expand your team’s knowledge base and network, including:

• Healthcare Information Management Systems Society:
− HiMSS17: “Where The Brightest Minds In Health and IT Meet” www.himssconference.org
February 19 – 23, 2017 Orange County Convention Center, Orlando FLConferences

• Higher Ed User Group:
− Alliance 2017:  Feb 27 – March 2, 2017, MGM Grand, Las Vegas NV

• Public Sector User Group:  www.PSUGonline.org

• Federal Users Network (FUN):  www.federalusersnetwork.com

• Quest International User Group:
Quest− COLLABORATE: Technology and applications forum for the Oracle Community April 2–6, 2017, Mandalay Bay, Las Vegas NV
− RECONNECT:  PeopleSoft Deep Dive,  July 17 – 21, 2017, Hyatt Regency O’Hare, Rosemont IL
− SIG (special industry group) Experience Week:  dates to be announcedOHUG

• Oracle Human Capital Management (HCM) User Group:
− Global Conference:  June 6 – 9, 2017, Rosen Centre Hotel, Orlando FL

conferences

 

• Oracle Healthcare Industry User Group:
− Interact 2017:June 18–21, 2017 Rosen Shingle Creek, Orlando FL

• Oracle OpenWorld:  October 1 – 5, 2017, San Francisco CA

If we can be of any assistance please do not hesitate to reach out to us.

Guided Self-Service

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PeopleSoft 9.2 delivers a new way to process manager self-service transactions called Guided Self-Service. This is a framework under which various MSS transactions, such as promotion, transfers etc., can be configured in a wizard-like approach. This way of processing HR transactions removes the emphasis on screens and navigations and puts the emphasis on business processes.

The functionality was first introduced in Image 9 and since then has been constantly improved. There are a number of benefits that Guided Self-Service offers over traditional manager self-service.

  1. It is developed using Fluid architecture so it delivers a great user experience, irrespective of the device being used. For self-service transactions, this is a must-have feature.
  2. It is configurable to show or hide various personal and job information details. This is extremely useful when organizations do not want certain information visible to employees.
  3. It is configured to use specific action/reason (instead of showing the entire list of reason codes to employees or adding customizations). There is also a provision to add custom reasons that are not part of Job data. I would not recommend this in most of the circumstances except where the organization wants to collect more finely detailed reasons but does not want to maintain them on the job.
  4. Multiple steps can be performed as part of the same transaction. For example, a promotion transaction can supplement a pay change and full/part status change. The steps are configurable.
  5. It fully supports Approval Workflow Engine (AWE). Different transactions can be configured for different approvals paths.
  6. Oracle delivers the following business processes that can be modified:
    • Change Full / Part Time Status
    • Demote Employee
    • Promote Employee
    • Request Ad Hoc Salary Change
    • Request Location Change (Image 14)
    • Request Leave of Absence (used for unpaid leaves of absence) (Image 21)
    • Request Paid Leave of Absence (Image 21)
    • Request Reporting Change (Image 14)
    • Retire Employee
    • Terminate Employee
    • Transfer Employee
  7. Organizations can create and register their own business processes.
  8. For position-managed organizations, the functionality updates position data when location or reports-to transactions are processed.
  9. It fully supports text catalogs, related actions and simplified analytics.
  10. In Image 20, the functionality has been extended to provide attachment functionality. Now managers can attach documents at the initiation of the transaction.
  11. In Image 21, the functionality has been extended to provide paid leave of absence.
  12. On the administrative side, the functionality allows automatic job updates.

 

There are various other features and functions that are offered through Guided Self-Service. Click below to access the Video Feature Overview (VFO) of the functionality from Oracle. https://www.youtube.com/watch?v=GyCjjvmws7w

If you are thinking about service delivery optimization and business process improvement, keep Guided Self-Service on your radar. Oracle is going to stop support for traditional manager self-service by the end of this year and will only support Guided Self-Service. Click below to access Oracle statement of direction. https://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=9e9gpwche_9&_afrLoop=563366102330204

As always – if you have any questions regarding Guided Self-Service or any other PeopleSoft questions do not hesitate to contact us.

Idea Spaces – My Oracle Support Community

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Idea spaces, which can be found under My Oracle Support Communities (you will need an Oracle login and password to access) are not new to the Oracle site but have taken on greater value under the new continuous delivery model. Through Idea Spaces, individuals can submit enhancement requests, rate submissions made by others, share information and best practices and have direct input into the enhancements and changes being made to the applications.

In a recent PeopleSoft Talk with Marc Weintraub: Featuring Rebekah Jackson Rebekah touched on Idea Spaces as an important area of the My Oracle Support Community. This is a valuable tool for individuals to leverage the new continuous delivery model we now live in.

Next time you have an idea on how to enhance or improve an application within your PeopleSoft applications, logon to your My Oracle Support and voice your opinion on Idea Spaces. You can’t complain if you don’t vote!

Be sure to check-out the full version of the PeopleSoft Talk session with Rebekah to hear more about some of the exciting enhancements and changes planned for both PeopleSoft HCM and ERP in 2017.

If you have any questions regarding Idea Spaces or any PeopleSoft questions at, all we are here to help. Contact us anytime.

FSCM Configured Navigation Collections

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Today we are going to describe how to create your own configurable Navigation Collections. This is a follow up blog to a previously written blog about the entire list of FSCM Navigation Collections available in FLUID and how to make them available not only on the FLUID Homepage, but also in the FLUID Navigator. If you missed the previous blog you can click this link to read it today.

First, you must create a Navigation Collection in classic mode. We have discussed creating classic Navigation Collections in previous blogs and video blogs so I won’t go into the details here. But creating that classic Navigation Collection is step 1.   In this case, we will name it Fluid Test.

Navigation Collections 1

Once you have the Navigation Collection saved, we now must enable it for Fluid. That first step is to go to the Tile Wizard. Peopletools>Portal>Tile Wizard. Here we are going to create a new tile.

Navigation Collections 2

First step in creating the tile is to name it and give it a title. Name is stored in the database, the title will appear to the end users.

Navigation Collections 3

Next up, we select our data type of Navigation Collection. Find the collection name we just created, make it optimized and collapsible. Both of those are options.

Navigation Collections 4

It will default the target page name, give it an Owner ID. In this case our Navigation Collection is about requisitions so I gave it an owner of Purchasing. Make it public.

Navigation Collections 5

Up next, the display properties. These options default to the choice that is most optimized for Navigation Collections.

Navigation Collections 6

Review and click Publish.

Navigation Collections 7

You will now see your Navigation Collection Tile available in the list of tiles.

Navigation Collections 8

From the Homepage, select Personalize Homepage.

Navigation Collections 9

Select Add Tile.

Navigation Collections 10

Select Add Tile and search for the Tile you created.

Navigation Collections 11

Select it and save it and it will appear on your Homepage when you return to the Homepage.

Navigation Collections 12

Click on it, and it will present that configured navigation collection.

Navigation Collections 13

If you would like more information on FLUID or FLUID Navigation collections, please email me at larry.zagata@miproconsulting.com.

ERP or CMMS?

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ERP 1If you’re planning on growing your business ERP is the way to go for today…and tomorrow.

There have been many articles written about the pros and cons of each of these options for handling your maintenance and facilities management functions. They range from cost, flexibility, ease of use and complexity. It doesn’t matter what side of the fence you stand on, in today’s fast paced and dollar conscious work environments it’s important to pick the option that will give you both short and long term results.

Why choose an ERP (Enterprise Resource Planning) over a CMMS (Computerized Maintenance Management System) you ask? That’s a very good question, and to be completely transparent here, yes I support an ERP product (PeopleSoft), with a focus on Maintenance Management. I came to this role through a Facilities Management background – I’ve used both and I’ve had success with both but have found more benefits and savings and fewer headaches with an ERP.

First let’s just look at the definitions of the two different types of systems:

ERP – Enterprise Resource Planning:  Business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.[1]

CMMS – Computerized Maintenance Management System: A software package that maintains a computer database of information about an organization’s maintenance operations.[2]

For me, the limitations of a CMMS are stated clearly and simply by its name – it’s a single, stand-alone application.

If you aren’t using any portion of an ERP system and your current systems are giving you the reporting and analysis that you need then it may be to your advantage to stick with what you’re using. But having a stand-alone system isn’t like marriage – you’re not committed to it forever. You have choices and as technology improves it’s a good idea to explore an ERP option just to make sure that what you’ve got is the best that you can have for your business today…and tomorrow.

ERP 2If you are integrating multiple systems, you know the headaches this can create. Here is a “simple” view of a multisystem integration map. Just looking at it is mind boggling and combining data for analysis can be as challenging, and frustrating, as reading this map.

On the other hand, if you’re using any module of PeopleSoft ERP today with a stand-alone, non-integrated CMMS you’re not getting the full potential out of either system. You have some data in one application, other data in others – and most of the time that information has to be merged together for accurate reporting and analysis. What system is your source of truth?

In my opinion, one of the primary benefits of an integrated solution is cost savings. Cost savings through the elimination of custom integrations and the time savings achieved through having all of your data in one application. This is especially important when it relates to your maintenance and facilities management – the ability to tie all of your work order costs to an asset to get a true picture of overall performance and costs is invaluable. Imagine having your purchasing, your asset management and your preventive/maintenance management functions all in one application. This alone is well worth the time to explore the advantages of PeopleSoft’s ERP system.

ERP 3Unlike the mind-boggling map above showing integrations of multiple systems, this map of the Maintenance Management module in PeopleSoft displays clean connections with other modules of the application. The integration points that are so critical to analyzing your costs and assets is built in for you. This is your source of truth.

At the end of the day you may be exactly where you need to be and your current solutions are the best choice for you – you’ll never know unless you compare. Remember, you’re not married to your current stand-alone system, so it’s ok to do a little looking around for the right system for you today…and tomorrow all in one application.

If you have any questions about PeopleSoft Maintenance Management 9.2, or any other modules within PeopleSoft please contact Robin Cole or Larry Zagata.

[1] www.webopedia.com/TERM/E/ERP.html

[2] https://en.wikipedia.org/wiki/Computerized_maintenance_management_system

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