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Selective Adoption

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Now that you’re on PeopleSoft 9.2, you’re probably wondering what Selective Adoption means and what is the best approach to stay current? Selective Adoption is the new methodology that came along with PeopleSoft 9.2 that allows you to selectively apply PeopleSoft fixes and new features as you want them instead of having to wait for ‘the next release.’ Selective Adoption must be taken seriously. If you do not embrace Selective Adoption, you could easily fall behind in updates. This would mean that if you wait too long, you will essentially have to perform work that is equivalent to an upgrade.

How should Selective Adoption be approached? Keeping current will require your company to come up with a new approach for reviewing and applying the fixes and new functionality. This approach will encompass three distinct phases: planning and analysis, engineering and roll-out.

The planning and analysis phase would encompass the following:

  • Possibly creating a new role within the organization that will be responsible for keeping up with the new enhancements that are being delivered. This individual would then work closely with IT and the business owners to develop an adoption plan, identify enhancement priorities and plan implementations as needed.
  • Since there is no longer a requirement to stay current or apply maintenance updates in order, each fix would need to be analyzed for severity, effect, and importance for your organization.
  • A new approach to ‘get current’ would need to be adopted. Although PeopleSoft will continue to recommend getting current every two to three years, there are a couple of ways that this can be accomplished. It can be done all at once or it can be staggered. (One thing to note is that the longer an application goes without being update, the more difficult it would be for maintenance and applying new enhancements/functionality.)

The engineering phase would encompass the following:

  • Creating a calendar of events that will outline the implementation of new enhancements on a periodic basis. This will enable everyone in the organization to be aware and plan for new business functionality.
  • Leverage lifecycle tools such as PeopleSoft Lifecycle Management tools. A couple examples would be the Usage Monitor and the PeopleSoft Test Framework. The Usage Monitor would help analysts determine the parts of the system the organization uses and that information can then be used to determine the effect. The PeopleSoft Test Framework is an automation testing tool that can significantly reduce the time required to system-test applied maintenance and new features.
  • Apply critical changes on a regular basis and stay current on critical changes.

The roll-out phase would encompass that following:

  • You need to be prepared to roll-out small incremental changes to the user community rather than a large single release. This will be beneficial with user buy-in and help with their learning curve.
  • Leverage training materials to help users better understand the new features and functions.

So, if the typical upgrade is no longer needed, what are the best practices for applying the fixes and new features to your 9.2 PeopleSoft environment? The best practices include the following:

  • Immediately apply critical (P1) tax, regulatory, and security updates using the latest Update Image.
  • Regularly apply scheduled, low-cost, high impact features and fixes. These are small, targeted efforts that require little development time and have very little effect on users.
  • Every 12-16 months, update your products to current maintenance levels and take advantage of all the latest features. When your products are up-to-date, applications run better and future features and maintenance are easier to apply. Choose scheduling that works best for your organization–stagger updates to occur at different times or do them all at once.
  • Consider applying enhancements in your change packages that coincide with critical and regulatory changes. If your line of business has to test, why not only test one time for such things as critical changes and enhancements?
  • Roll-out small incremental changes to the line of business and user community rather than a large single release. You can take on as many new enhancements into your environment that you want; however, you do not have to roll them all out to the end users at once.
  • It is vitally important to add PeopleTools upgrades to your Select Adoption Strategy.  You should be upgrading PeopleTools every 12-16 months in order to be able to take advantage of all of the features released in new 9.2 images.
  • Be proactive with change management by putting out quick reference guides or by leveraging dynamic training modules such as PeopleSoft’s User Productivity Kit (UPK).

If you have any questions please feel free to reach out to us. We are more than happy to answer all of your PeopleSoft questions.

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.

 

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query.

From the image overview document:

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries. Authorized users determine which fields to secure for a query and the type of security for those fields, such as User ID, Role, or Permission List. Then they map the secured field name with the PeopleSoft field name and run the Apply Security process. Optionally, filters can be applied to the secured fields based on the PeopleSoft product name such as General Ledger, Purchasing, and so on.

More information on the setup can be found online in PeopleBooks by clicking on this link.

Use some level of caution in selecting only the right level of experienced users who have access to this as to not impact the data returned on queries and potentially impact performance. But it could be a very valuable tool if applied selectively.

Don’t forget to check out our other blogs related to the release of Image 20.
Overview of Image 20 – PeopleSoft Image 20 Released
PeopleSoft Image 20 – Enhanced Fluid Approvals
PeopleSoft Image 20 – Fluid Forms and Approval Builder

If you would like more information on Advanced Query Security or any of the other new features in Image 20, please email me at Larry.zagata@miproconsulting.com.

PeopleSoft Image 20 – Enhanced Fluid Approvals

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Last week we talked about the new PeopleSoft Update Image 20 and the many new features included in this update (click here if you missed our blog). In this feature of Unfiltered we are going to highlight one particular feature: Enhanced Fluid Approvals.

With the release of Image 20, over a dozen approvals are available via the Fluid Approvals functionality, enabling approvers to complete approvals on the go with any device allowed by their organization via the Approval Tile on the FSCM Fluid Homepage.

  • Financials
    • Commitment Control:  budget journals
    • Expenses:  expense reports, time reports, time adjustments
    • General Ledger:  journal entries
    • Payables:  vouchers, payment requests
    • Receivables:  payment write-offs
    • Treasury:  settlements, deals
  • Supply Chain
    • eProcurement:  requisitions
    • Purchasing:  purchase orders
    • Services Procurement:  service work orders, service expenses
    • Strategic Sourcing:  sourcing events

It is worthwhile to note that with Image 20 update, LINE level approval is now available for the following transactions via fluid approval:

  • eProcurement requisition approval
  • Purchase order approval
  • Expense report approval

To learn more about Fluid Approvals click here to watch the release, or go to www.peoplesoftinfo.com to access the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com

PeopleSoft Image 20 Released

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Oracle has released PeopleSoft Image 20 – Financials/Supply Chain Update.  The release video above highlights a subset of the more than two dozen features contained in this image, including:

  • Fluid approvals
  • Fluid forms and approval builder
  • Multiple item image capability
  • ChartField modification by eProcurement mobile approval
  • Expanded General Ledger spreadsheet upload
  • Configurable supplier registration

It is worthwhile to note that several of the new features, particularly the new Fluid Forms and Approval Builder, Lease Administration Navigation Collection, and Mobile Fluid Approvals, require PeopleTools 8.55, while the majority of the remaining features require 8.54 or higher.

The release of this PeopleSoft Image 20 includes more than 2 dozen features/improvements, culminating to over 400 enhancements made across the FSCM suite since the release of 9.2.  Refer to the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks, accessible via www.peoplesoftinfo.com to learn more about these features and others from prior images.

We will be highlighting a different feature of PeopleSoft Image 20 every week – check back often to learn more. If you have any questions please feel free to contact us at larry.zagata@miproconsulting.com

PeopleTools 8.55 – The Sunset of Crystal Reports and Enhancements to BI Publisher

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Sunset Crystal Reports Enhancement of BI Publisher

For several years, Oracle has been indicating that Crystal Reports was a technology of the past and has encouraged customers to take advantage of BI Publisher. Well that day has come! PeopleTools 8.55 will not support the use of Crystal Reports. Don’t be alarmed, the capabilities now available to you will make you wish you never had a three-ring binder full of static, stale, snapshot reports. The tools (Pivot Grids, Simplified Analytics) that will replace many of your old reports will provide you with fresh, actionable data to make better decisions to run your business. For those situations where you need static data, month-end for example, BI Publisher is your tool of choice.

Here are some of the new features that Oracle has built into BI Publisher in PeopleTools 8.55.

  • PeopleTools has created a BI Publisher report user role (XMLP Report User) that allows users to schedule and run reports. Users with this role can also open a majority of BI Publisher report definitions in read-only mode.
  • Report developers can delete report definitions from the results grid of the report definition search page.
  • PeopleTools delivers a copy report definition page that simplifies report development by enabling report developers to copy report definitions.
  • BI Publisher for PeopleSoft now enables you to develop PDF reports that users can edit and then submit the changes to be saved in a database. The submittable PDF report functionality is available for delivered self-service reports and for customer-created reports.
  • Beginning in PeopleTools 8.55 you can change the data source of an existing report definition. When a user clicks the link the data source type and data source ID field become editable. An option to cancel data source changes is available, allowing a report developer to revert back to initial state.
  • PeopleTools enables you to include attachments from external sources with BI Publisher PDF report output. The source attachments are converted to PDF format and then merged with the main report. The report is then displayed to the end users or delivered to report manager. To convert attachments to PDF output, BI Publisher utilizes Oracle’s Outside In Technology (OIT), a product that enables the transformation and control of more than 600 file formats, including documents from office suites, specialty formats, and legacy files.
  • You can distribute reports using email to recipients that do not have PeopleSoft user profiles. This feature enables you to distribute BI Publisher reports to external users whose email addresses are stored in the database, file server, or other location.

For questions regarding your upgrade to PeopleTools 8.55, taking advantage of the new features, or help with creating your new reports and analytics, please reach out to us.

Improvements to PeopleSoft Procurement

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Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) spoke with Alexa Masters (Product Strategy Director, PS Procurement) to talk about the advancement of PeopleSoft Procurement solutions in 9.2.

The three main challenges facing procurement organizations today are:

  1. Spend Creep
  2. Supplier & Contract Compliance
  3. Technology to manage the process

In this video, Alexa explains the measures that have been taken to improve the products and meet these challenges for their customers.

Alexa also addresses the importance of mobility in requisitioning. PeopleSoft, using the Fluid User Interface (FUI), offers an intuitive user experience optimized for smart phones, tablets and even use on the desktop. Using FUI makes procurement a more efficient process from requisitions to approvals and all the way to the receiving of orders.

There have also been improvements to Supplier Contracts with the addition of the Supplier Contracts Workbench as well as the Sourcing & Contract Work Center. By utilizing these new features available to 9.2, customers are able to see vast improvements in their procurement organizations by reducing risk and improving data management.

Reach out to us if you have any questions regarding the improvements to PeopleSoft Procurement or any other PeopleSoft questions.

Selective Adoption Panel at Collaborate

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Are you a PeopleSoft customer struggling with Selective Adoption? You are not alone! There are some organizations that have it locked down, but others have challenges on how to incorporate Selective Adoption into the normal workload.

MIPRO recently had the pleasure of sitting on a Selective Adoption panel consisting of several customers including NYU Langone Medical Center, Wells Fargo and Alameda County as well as Oracle (Dave Bain). The Selective Adoption panel was a combination of questions directed to the customers on the panel regarding their experience running selective adoption in their organizations. The remainder of the panel time was open to questions from the audience.

Some of the topics discussed and most of the questions asked revolved around:

  • Staffing and how many resources are needed for Selective Adoption
  • Staffing and how do you fit Selective Adoption into your normal workload
  • PeopleSoft test framework and whether it should be leveraged to support Selective Adoption
  • How important is it to get current
  • How does PeopleTools fit into your Selective Adoption strategy
  • How do you deal with customizations

The biggest challenge customers seem to face is how to staff and organize around Selective Adoption. One key thing to understand is that Selective Adoption is no longer just a technical exercise of what patches, bug fixes and pre-requisites need to be applied. There is a significant business component that requires a business analyst(s) to be involved in the Selective Adoption team and process. While the number of resources required will vary based on the size of your organization, number of modules in production, business practices, etc.

I thought the greatest words of wisdom came from Mark Negron from NYU Langone Medical Center. In summary, NYU plans their Selective Adoption around quarters. Not only are the Selective Adoption activities planned out in quarters but all of the other projects and requirements on the IT organization are planned quarterly. So anything Selective Adoption related along with other business requests are put in a queue that can be accomplished within that quarter. This allows Selective Adoption to be a normal part of the project priority process as opposed to something that has to be accomplished in addition to normal IT duties. It becomes normal IT and business priority.

If you would like any additional information on Selective Adoption, please reach me at larry.zagata@miproconsulting.com.

PeopleSoft Update Manager Dashboard

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There has been a lot of discussion on the new functionality and features available with the FUI that have been delivered since the release of PeopleTools 8.54. Now with the release of PeopleTools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • FLUID Dashboard
  • PUM Dashboards
  • FLUID Related Content

We have already taken a look at the PeopleTools Health Center and FLUID Dashboards, now let’s dig a little deeper into the PUM Dashboard. From PeopleBooks, you can see the four delivered tiles with the PUM Dashboard. The tiles include BUG by Target Database, BUG Status by Tag, BUG Status by Product and BUG Status by Image.

PUM Dashboard 1

Of course each tile can be drilled into for additional information.

PUM Dashboard 2

The PUM Dashboard provides proactive information about your current image and what has been applied in your PeopleSoft solution – very valuable information as you take advantage of PeopleSoft 9.2 & PUM and the continuous delivery model. This information can certainly help properly manage and understand your adoption level.

The PUM Dashboard is only available with PeopleTools 8.55 but can offer great value to the organization as your Selective Adoption Strategy matures.

If you would like more information on the PUM Dashboard or Selective Adoption, please contact me at larry.zagata@miproconsulting.com.

PeopleTools Health Center Fluid User Interface (FUI)

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There has been a lot of discussion around the new functionality and features that have been delivered with FUI since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

Let’s take a look at the PeopleTools Health Center. The PeopleTools Health Center has dashboards for monitoring the health and performance load of the PeopleSoft architecture. The PeopleTools Health Center also provides alerts for performance issues and integrated logs.

Providing a FUI dashboard for the system health allows PeopleSoft Admins to easily and conveniently use their mobile device to ascertain the status of the solution. This information is vital to every organization and can now be accessed anywhere, anytime.

 

Health Center 1

Users can drill down into each of the web servers, application servers and process schedulers for more details.

Health Center 2

And users can drill down deeper into the log files.

Health Center 3

You can find the PeopleTools Health Center using the Navigator on the left side of the landing page under the PeopleTools navigation.

Health Center 4

Don’t miss out on all the latest & greatest PeopleSoft has to offer. If you would like more information on the PeopleTools Health Center please contact me at larry.zagata@miproconsulting.com.

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