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Posts Tagged ‘selective adoption’

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.

 

Creating a FLUID Pivot Grid Tile

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Recently we discussed FLUID Tiles around FLUID Navigation Collections. If you missed our blog about creating FLUID Tiles – Click Here.

Newer with FLUID is the ability to create a FLUID Pivot Grid Tile which makes these pivot grids more accessible via mobile. Let’s walk through creating a FLUID Pivot Grid Tile and report.

Before you can start creating the FLUID Pivot Grid Tile, you have to create a query and then create the pivot grid. We have prior blogs on that topic so we won’t discuss that here but will assume that the pivot grid is already created. However, if you didn’t read those blogs yet, Click here to view our Blog about Pivot Grids.

As with the Navigation Collections, we start with our TILE WIZARD.

First, give your Tile a name and title.

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Next, select pivot grid as your data type and choose the name of the pivot grid that you created.

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Choose the Owner ID, the Parent and make sure it is public.

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Next, create the tile size, give it a refresh rate if applicable, and make it interactive or not along with auto-sizing and resizing – all of these are options for you to consider. Identify whether the FLUID Tile can be on a Homepage, Navbar or Dashboard.

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Review and hit the PUBLISH button.

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Personalize your Homepage as described in prior blogs.

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You will see the Pivot Grid Tile available on the homepage selected. Notice it is a preview of the results.

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Click on the Pivot Grid Tile and the pivot grid report presents itself.

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If you would like any additional information on Pivot Grid FLUID Tiles, please contact me at larry.zagata@miproconsulting.com

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.

According to https://www.securityinfo.com/about-us/, video surveillance is the perfect tool for business owners and managers to manage their business better.

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.

Leverage Selective Adoption

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peoplesoft oracle

Are you a PeopleSoft 9.2 customer? Have you developed a Selective Adoption strategy? If your answer is “no” to developing a selective adoption strategy – you are not alone!

Many organizations are still stuck in the old mindset of only looking at new PeopleSoft functionality every several years. PeopleSoft customers have grown accustomed to looking forward to the upgrade process that their organization would undergo every five years or so to stay current and covered under the Oracle support plans. These upgrades were time consuming, not only for the IT departments, but also for the business users they supported.

With PeopleSoft 9.2, waiting for those lengthy upgrades is a thing of the past. Now you have the opportunity (responsibility) to stay current, as well as reaping the benefits of adding new functionality with each new PI (PeopleSoft Image.) These releases have been coming out roughly every ten weeks, and to avoid having to go through the lengthy process of evaluating, retrofitting required customizations, testing and deploying, customers need to stay on top of applying the PIs on a regular cycle.

This new PeopleSoft environment requires a change in the mindset of all customers.

We recommend that organizations become much more proactive in embracing Selective Adoption (SA). Business Analysts (BAs) should take the time to review each image as it is released to determine if any of the new features could replace some of their existing customizations, as well as work with their business users to determine if they want to take advantage of any new functionality. The increased role of the BAs leads executives to analyze their organization and evaluate whether a change to their staff model will best support their users in this new environment. Many of our customers are finding that the new PeopleSoft functionality replaces their existing customizations, and some members of their development team can be repurposed to a BA role.

Selective Adoption is a fundamental model change that also requires a fundamental shift in how organizations think about their PeopleSoft applications. The IT department and business owners/users will be working together to select features that drive the business. MIPRO offers a Selective Adoption Strategy Workshop to customers to help them understand and implement a plan that will work best for their organizations.

Contact us today to help determine your Selective Adoption strategy.

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: Alive, Well and Evolving

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In the recent PeopleSoft Talk, PeopleSoft Investment Strategy, published on November 30, Marc Weintraub and Paco Aubrejan sit down for an informative Q & A about the PeopleSoft product, including Fluid User Interface and Selective Adoption.

Here are the key messages that were delivered:

  • Oracle is still as committed to PeopleSoft as they were in the beginning.
  • Investment in the PeopleSoft product is at a very high level.
  • Oracle is continuing to innovate across the spectrum of the PS product, from user interface to provisioning and architectural level.

The 19 minute interview provides a wealth of information about the recent changes in the overall philosophy surrounding PeopleSoft. Here are just a few:

  • Selective Adoption is a fundamental model change that also requires a fundamental shift in how organizations think. The IT department and business owners/users will be working together to select features that drive the business.
  • Oracle’s response to the customers’ demand for a user interface that is simple, intuitive, modern and mobile, including the “mobile first” approach going forward.
  • After a customer is on 9.2, no more costly upgrades.
  • The need for customizations are reduced because of the increased configurability.
  • Simplified analytics: Users can write reports without the involvement from IT thereby reducing IT costs and increasing user engagement.

Take the time to watch the short video; you will not be disappointed. And in the words of Paco Aubrejan, “It is an exciting time to be part of the PeopleSoft ecosystem.”

If you have any questions regarding PeopleSoft please reach out to us by emailing Larry Zagata. We look forward to hearing from you.

PeopleSoft 9.2: Where On-Premise Meets the Best of the Cloud

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hcm cloud

(Editor’s note: Jeff Micallef is a co-founder and managing partner of MIPRO Consulting.)

Oracle released the latest version of PeopleSoft (9.2) in March of 2013 and since then has also released nine new PeopleSoft images. From where we sit, over the past eighteen months the impact and advantages of 9.2 have become clearer.

Simply put, Oracle is focusing on delivering the same benefits for PeopleSoft, an on-premise solution, which many have touted as advantages of the newest cloud offerings. In other words, Oracle is bringing some key functionality found in cloud applications to an on-premise enterprise suite.

With PUM (PeopleSoft Update Manager) and the new PeopleSoft Selective Adoption approach, the total cost of ownership for an on premise solution has been dramatically lowered, rivaling the low cost advantage of a cloud solution.

Productivity enhancements such as Global Search, Dashboard and WorkCenters have significantly improved how users interact and get work done within the PeopleSoft application. Like many smart enhancements, these might seem mundane on paper, but they represent big workflow improvements.

And most recently, the addition of the PeopleSoft Fluid User Interface, Activity Guides and Train Stop functionality is giving PeopleSoft the most current, state-of-the-art user interface in the market today. It was a massive topic at OpenWorld, and sessions about Fluid UI were packed, and QA sessions saw hundreds of engaged clients.

But above all, the most impressive endorsement for how far Oracle has come with PeopleSoft 9.2 came from a customer I had a conversation with last week. Two years ago they replaced PeopleSoft HCM with Workday and they are currently upgrading their PeopleSoft Financials and Supply Chain applications to 9.2. Commenting on how impressed they were with PeopleSoft 9.2 they said, “Had we known what features and functionally 9.2 had to offer two years ago, we never would have switched to Workday. PeopleSoft 9.2 is a great product.”

That’s quite a testament, and one we’re hearing about PeopleSoft 9.2 with increasing frequency.

PeopleSoft Fluid User Interface Experience in HCM

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peoplesoft fluid user interface

By now, if you’ve been working with or researching PeopleSoft 9.2/Tools 8.54, you’ve heard about the new PeopleSoft Fluid User Interface. It’s responsive design done right for PeopleSoft, and it truly modernizes the PeopleSoft experience across all types of devices. PeopleSoft is no longer tied to a specific client or client environment, and now it’s optimized for mobile more than ever. Here’s a quick rundown:

  • PeopleSoft Mobility on any device. Simple and intuitive to use.
  • New online desktop experience via browser. Lower training costs.
  • Native tablet/phone experience, not a hackneyed add-on. Seamless user experience across platforms.
  • Optimized across multiple form factors. Real-world responsive design.
  • HTML5/CSS3 PeopleSoft Pages. Consistency across PeopleSoft and Oracle.
  • End user personalization. Delight your PeopleSoft users.
  • Single, merged solution across PeopleSoft. Easy to provision and deploy.

Fluid UI, coupled with the PeopleSoft Selective Adoption functionality, is bringing PeopleSoft up to a modern standard where it competes, quite competently on every level, with increasing cloud competition. Every week we are talking to clients who are more than happy to keep investing in PeopleSoft simply by virtue of the vision PeopleSoft has brought to the table with 9.2 and PeopleTools 8.54.

Like always, a video explains more than a blog post ever could. Here’s a good rundown on what the PeopleSoft Fluid UI for HCM really means — and what it provides users and managers alike.