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Posts Tagged ‘oracle’

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!

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.

PeopleSoft Partner Summit

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peoplesoft partner summit

Having attended the PeopleSoft Partner Summit, MIPRO Consulting is energized by all the opportunities we have to assist PeopleSoft customers.  PeopleSoft’s commitment is stronger than even and is laser-focused on customer value.  New products like the PeopleSoft Cloud Manager will provide customers the best of both worlds, the outstanding functionality of PeopleSoft as well as the ability to manage all and/or some of their environments in Oracle Cloud. The possibilities are endless.

In the HCM sessions modernizing of self-service, delivering the new fluid total rewards in Image 20 to the upcoming Self-Service for Position Management were exciting.  Along with simple features like the ability to now store attachments in self-service, coupled with all the new analytics on the roadmap, PeopleSoft continues to demonstrate their commitment focused on customer value.

To learn more about the PeopleSoft Partner Summit click here to read Mark Weintraub’s recap which was posted on the Oracle Blog.

As always, feel free to reach out to us at any time with any of your PeopleSoft related questions.

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

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.

PeopleSoft DPKs and Oracle Cloud

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peoplesoft oracle

New with PeopleTools 8.55 is an architecture improvement called Deployment Packages or DPKs. PeopleSoft DPKs offer out-of-the-box functionality which greatly enhances the installation and configuration of your PeopleSoft environment; this is not available via the standard VCD installation. DPKs allow fast deployment of a PeopleSoft environment on any hardware platform—physical hardware (“bare metal”) or virtual. The DPKs can be installed on Linux and Microsoft Windows platforms supported by Oracle for PeopleSoft systems.

A few key items taken from the PeopleTools new features overview:

  • Using DPKs to create a PeopleTools middle-tier (Application Server, Process Scheduler, and PIA) typically takes less than 15 minutes.
  • DPKs allow for fast environment cloning. Using database snap cloning, an environment clone can be achieved in less than 30 minutes.

Additionally, Oracle recently announced PeopleSoft on Oracle Cloud. PeopleSoft customers can run non-production workloads on the Oracle Compute Cloud Service. Customers have the ability to move their existing Development, Test, Training, Demo and Conference Room Pilot environments to the Oracle Compute Cloud or use the Oracle Compute Cloud for their next Oracle Applications Project. Oracle Cloud along with the speed of deployment from DPKs provide customers with options to quickly spin up new PeopleSoft environments on either their own hardware or leveraging Oracle Cloud. For any organization that requires short lived but multiple environments to support projects, these are great options to support those projects.

Oracle has released FAQ’s on the Cloud deployment that can be found here: http://docs.oracle.com/cd/E69776_01/pca_faq/index.html

For more information, feel free to contact me at larry.zagata@miproconsulting.com.

FSCM PUM Image 15

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peoplesoft oracle

FSCM PUM Image 15 was recently released in November 2015 and is available on My Oracle Support. There are several new features included with this image release that will add value to Financials and Supply Chain so don’t let this valuable new functionality go unused.

Here are just a couple of the features included:

Accounts Receivable: We enhanced the Accounts Receivable product to provide the new Comprehensive Customer View feature that gives a complete view of your business and activity with a particular customer. This capability is enabled through the new Configurable Analysis Framework. This is the main Unit of Work for the Comprehensive Customer View feature.

Purchasing: PeopleSoft Supplier Lifecycle Management now offers three new pivot grids to help organizations analyze incoming supplier change requests: aging change requests, change requests by type of change, and trending for approved change requests. These new pivot grids are available within the Supplier Administration WorkCenter and give administrators a holistic view of incoming supplier change request throughput.

Based on your Selective Adoption strategy and schedule, FSCM PUM Image 15 is available to be applied to take advantage of these examples along with OVER 15 other new features.

If you would like additional information on FSCM PUM Image 15 or Selective Adoption, please reach out to me at larry.zagata@miproconsulting.com.

©2017 MIPRO Unfiltered