Thank you for all who joined us for Part 1 of our Cloud Cash Management Webinar Series: An Overview of Cash Management in Oracle Cloud! Next up is Part 2: Automated Bank Reconciliation – Next Stop, the CLOUD. Join Elire Consultant, Tony Barbato, as we explore some of the features and functionality available for Bank Reconciliation in Oracle Cloud Cash Management – including matching rules and addenda parse. We asked Tony what tips he had for implementation success, and why cloud cash management is a option for your treasury needs. Here is what he had to say:
Part 2 : Automated Bank Reconciliation – Next Stop, the CLOUD
Presenter: Tony Barbato, Elire
Tuesday, October 31st | 2:00 PM – 2:30 PM CDT
In the second part of Elire’s Cloud Cash Management Webinar Series, join as Elire highlight’s some of the key functionality to be expected with Bank Reconciliation in the Cloud. Elire Treasury Consultant, Tony Barbato, will focus on Importing Bank Statements in the Cloud, Bank Reconciliation Matching Rules, including the One to Many rule, and Addenda Parse. Don’t miss out on this opportunity to gain valuable insight into the latest Bank Reconciliation functionality and tips for a successful implementation.
Cash Management has arrived on Oracle Cloud! As your trusted on-premise Treasury Experts, Elire is taking the journey into the future with Oracle Cash Management in the Cloud. For your viewing and learning pleasure, Elire will be taking a dive into Cloud Cash Management’s specific functions including Bank Reconciliation, Cash Forecasting, Payments, and Smartview via a five-part webinar series.
Kicking the webinar series off is Part 1: An Overview of Cash Management in Oracle Cloud. We asked Elire presenter and Principal Consultant, Jason McCabe, why customers should consider Oracle Cloud Cash Management, and what tips he had to ensure implementation success. Here is what he had to say:
Interested in learning more? Attend Jason’s webinar on October 10th!
Part 1 : An Overview of Cash Management in Oracle Cloud
Presenter: Jason McCabe, CTP, Elire
Tuesday, October 10th | 2:00 PM – 2:30 PM CDT
Oracle Cloud is a seamless, modern, and intuitive tool used by thousands across the country. With the addition of Cash Management in Oracle Cloud, it’s time for your organization to move its Treasury operations into the future. In this first part of Elire’s Oracle Cloud Cash Management Webinar Series, Elire Principal Treasury Consultant, Jason McCabe, CTP, will provide an overview into Software-as-a-Service, benefits of Oracle’s Cloud Cash Management solution, Cloud Cash Management features, integration with legacy software, and tips for implementation.
The decision to upgrade to PeopleSoft 9.2 or migrate to Oracle Cloud can be overwhelming; how can you be sure that your organization is making the right decision? We asked Elire Strategic Advisory Services Practice Lead, Richard Merrill, what factors should influence your decision and what tips he had to ensure success. Here’s what he had to say:
Interested in learning more? Register for our complimentary webinar, “Strategic Analysis: PeopleSoft 9.2 vs. Oracle Cloud.”
Strategic Analysis: PeopleSoft 9.2 or the Cloud Presenter: Richard Merrill, Elire Tuesday, September 26th | 3:00 PM – 4:00 PM EDT
Elire will provide a deep dive into its 5 step approach to help you decide between a 9.2 Upgrade and Cloud. This will include a review of tools and techniques for each of the 5 steps, including: Mobilization, Disconnect Assessment, Listening Tours, Review and Validation, as well as Analysis and Solutions. The webinar will include practical advice about how best to make the decision using an approach that is designed to build buy-in and support across the organization. Elire will also provide examples of key parameters to use during the Analyze and Solutions steps.
The journey to the Cloud is filled with business process redesigns, and your reporting strategy should be no exception! Our next webinar in the Elire Webinar series, “Moving from PeopleSoft to Oracle Cloud: BI Reporting Best Practices,” is a case study on Elire’s lessons learned and best practices to ensure your reporting strategy aligns with your business needs and implementation timeline. We asked Elire Senior Consultant and Presenter, Aaron Bulthuis, his recommendations for implementation success and what best practices his team found most useful.
Here’s what he had to say:
Want to learn more on developing your reporting strategy in the Cloud? Register for our webinar here.
Moving from PeopleSoft to Oracle Cloud: BI Reporting Best Practices
Presenters: Aaron Bulthuis (Elire) and Karen Costakes (Elire)
Wednesday, August 23rd | 2:00 PM – 3:00 PM EDT
Many of Oracle’s PeopleSoft customers have chosen to move to the future and transition to Oracle Cloud. An important part of the transition is to develop a business intelligence reporting approach that works for your organization. In this webinar, Oracle Gold and Cloud Standard Partner Elire presents a case study to discuss a recent client’s simultaneous implementation of Oracle HCM Cloud and Oracle ERP Cloud, specifically on the importance of reporting standards. Whether your organization is considering a move to the Cloud, are currently mid-implementation, or has already gone live on Oracle Cloud, you’ll learn how to prioritize reporting needs and utilize industry best practices for the reporting development, and reviews the lessons learned during the implementation.
Elire recently hosted a Miles Drive from the Make-A-Wish Minnesota chapter. This unique fundraising opportunity started through our involvement in last year’s Oracle Direct Charity Golf Tournament, where Make-A-Wish Minnesota was the selected charity. Team Elire wanted to take the relationship a step further and see what else we could do for this amazing organization.
For those unfamiliar with Make-A-Wish, their mission is focused on strengthening and empowering children battling life-threatening medical conditions. For these children a wish experience can be a game-changer, encouraging them to comply with their medical treatments and providing their families with hope.
Over the course of two weeks, Team Elire and members of our trusted Friends of Elire network were able to donate their United, Delta, American, Jet Blue, and Southwest miles towards assisting with flight for wishes. Over 75% of wishes include travel, with the Make-A-Wish Minnesota chapter using over 75 million miles alone last year. We’re proud to say we raised $147, 658 miles total – with 102,500 of those miles going directly to our local Make-A-Wish Minnesota Chapter. The remainder of the miles are donated to Make-A-Wish International.
It was an honor to work with a charitable organization that has touched so many in our community. For more information on Elire’s Charitable partnerships, or to meet with our team, visit our Elire in the Community Page.
Last week, PeopleSoft Users from across the nation took over the “Windy City” of Chicago, IL for Quest International Users Groups‘ PeopleSoft RECONNECT Conference 2017. Team Elire set up camp for the week at Booth #405. The conference started with an exciting and informative lunch & learn with Senior Director of Product Strategy – PeopleSoft, Marc Weintraub, and Vice President, PeopleSoft Strategy & Product Management, Rebekah Jackson. The Senior Oracle Executives provided an overview of the roadmap for PeopleSoft, as well as engaged users to provide feedback on where they were at with the future of their PeopleSoft solution and what their current pain points entailed.
The evening entailed the PeopleSoft Super Session and Welcome Reception in the Exhibit Hall. Team Elire welcomed clients and PeopleSoft Users to Booth 405 to engage with our experts, test out our new Strategic Roadmap Quiz, and learn more about our remaining five sessions.
The team wrapped up Day One with a Chicago staple – Lou Malnati’s Deep Dish pizza!
Day Two started bright and early with Team Elire’s, “Pain in Your Bank Recon? PUM 18 has your Automated Solutions.” This session, also by Managing Consultant, Logan Wacker, focused on the expanded bank reconciliation capabilities with PeopleSoft PUM 18 that helps to maximize match rates, minimize manual use intervention, and reduce customizations. Not only was this deep dive informative, it was selected as a “Best of Reconnect Presentation” and will be presented as a complimentary Quest webinar on September 27th! Register here.
Elire Director of Sales, John Scott, and Wells Fargo Home Mortgage NA Vice President -Treasury Operations, Janet Division, facilitated the PeopleSoft Treasury SIG Meeting, connecting Treasury Users to discuss hot topics, share best practices, and network.
The afternoon was action packed as well with Elire’s remaining two presentations. “Masterminding PeopleSoft Bank Reconciliations,” presented by Elire Partner, Carlos Conde, was a Case Study on Security Finance Corporation’s automation of their bank reconciliation processes. The session focused on how SFC’s PeopleSoft reconciliation problems were solved, allowing them to smoothly and efficiently reconcile 670,000+ check items and 36,000+ on a monthly basis.
Elire’s final presentation of the conference was a case study on St. Elizabeth Healthcare’s successful PeopleSoft 9.2 Cash Management Implementation. Elire Managing Consultant, Tenzin Tsering, demonstrated the new features implemented including Bank SetId redesign, historical payment conversion, and AP integration into Financial Gateway to produce ACH payments.
Day two ended with a dinner celebrating our valued Clients and Partners at Gibson’s Bar & Steakhouse.
The last day of RECONNECT wrapped up with a PeopleSoft Question & Answer session and final Exhibition Hours. Thank you to all who stopped by the Booth and entered to win our various prizes – including a YETI Cooler and Beats Earphones!
The team has already booked their calendars for PS RECONNECT 2018 – we hope to see you all there! To request a copy of any of our presentations, please email [email protected].
A major goal for Emory University’s PeopleSoft 9.2 upgrade was to optimize their investment in the system and take advantage of improved PeopleSoft functionality while heavily reducing the number of customizations needed for their system. Learn first-hand from Emory and Elire, on the upgrade techniques, methodology, approach, & other tools used to successfully reduce Emory’s customizations by 40% as part of their 9.2 Upgrade. Now live on 9.2, Emory is fully prepared to take on PeopleSoft Selective Adoption and PeopleSoft Update Manager using the tools and approach learned during their 9.2 upgrade. Whether your organization has upgraded to PeopleSoft 9.2 or not, you will learn valuable lessons from this highly successful 9.2 upgrade.
PeopleSoft Treasury SIG Meeting
Presenters: Janet Division (Wells Fargo) and John Scott (Elire)
Sun. October 01 | 10:45 AM – 11:30 AM | Moscone South – Room 309
Sun. October 01 | 11:45 AM – 12:30 PM | Moscone South – Room 309
Learn how global professional services firm, Marsh & McLennan Companies (MMC), with the help of treasury consulting partner, Elire, were able to successfully establish a solution to this common treasury pain point using their existing PeopleSoft Cash & Treasury Management system. In this case study, MMC and Elire will showcase the secrets behind the complex integration of multiple source systems, an Oracle R12 EBS AP/AR integration to PeopleSoft, used to centralize a single reconciliation point. The global roll¬out of Book¬-to-¬Bank reconciliation for US, Europe, Latin America, and Asia Pacific included integration between multiple systems, financial accounting Hubs (FAH), and external sources.
Presenters: Nori Funamoto (Canon Imaging Systems) and Patrick Gahagan (Elire) Sun. October 01 | 1:45 PM – 2:30 PM | Moscone South – Room 308
Elire & Canon Information & Imaging Solutions will present the integration of Canon’s AP Automation Solution to PeopleSoft 9.2, leveraging the new Open Imaging Integration (OII). We will discuss how the seamless integration of technology and workflow behind the OVI certified solution creates a simple, transparent AP processes, leveraging Optical Character Recognition (OCR), Enterprise Imaging Platform & PeopleSoft Financials. We will showcase a case study to demonstrate the increase in productivity, speed, visibility and control delivered to our client who manually imaged & keyed over 60,000 invoices per year, transforming their fragmented, manual, paper intensive process.
Presenters: John Wallace (Elire) and Carlos Conde (Elire) Tue. October 03 | 4:45 PM – 5:30 PM | Moscone South – Room 160
In this session, you will learn how organizations are preparing for their transition to the new FASB and IASB leasing guidance. You will also learn how you can utilize planned and delivered features within PeopleSoft Asset Management and Lease Administration to adapt to changes in business process resulting from the new accounting rules.
Moving from PeopleSoft to Oracle Cloud: BI Reporting Best Practices [CON4629]
Presenters: Aaron Bulthuis (Elire), Karen Costakes (Elire), and Mike Spalding (Yum! Brands) Wed. October 04 | 12:00 PM – 12:45 PM | Moscone South – Room 206
Many PeopleSoft customers have chosen to move to the future and transition to Oracle Cloud. An important part of the transition is to develop a business intelligence reporting approach that works for your organization. In this session, Oracle Gold and Cloud Standard Partner, Elire, will present a case study to discuss a recent client simultaneous implementation of both Cloud HCM and Cloud ERP, who were previously running PeopleSoft. An Elire reporting expert will discuss how to prioritize your reporting needs, utilize industry best practices for your reporting development, and review the lessons learned during the implementation.
Firefighters for Healing teams up with Uber to provide Burn Unit families free transportation during treatment and their Twin Cities stay
When a fire impacts a family and they rush to the hospital for care…mom may just take what is in her purse, dad may just have his wallet and keys. To help them through day 1 or day 31, Firefighters for Healing provides basic necessities, restaurant gift cards, hotel vouchers and now Uber travel certificates for families to get to and from treatment at Hennepin County Medical Center’s Burn Unit.
“Teaming up with Uber helps the families we serve travel worry free during this difficult time,” said Chris Dunker, Vice Chair – Firefighters for Healing.
In addition, Uber has been named as the official transportation partner for the 3rd Annual Red Tie Gala. “Uber will provide our Red Tie Gala guests a free ride home. Whether it is to be socially responsible or to add the element of a chauffeur style ride, it is a win win. This partnership is sure to delight our 600+ guests who will be in attendance this year to hear about the impact our foundation is having in the community, the many families we serve and the progress of our very own burn camp, Camp RED where children Realize.Every.Dream.”
Firefighters for Healing is giving away 15 camp scholarships for children who have survived a burn trauma plus one parent/guardian and a sibling
Help us get the word out to parents/guardians of children who would benefit from this experience! Camp is August 21-24, 2017 and FF4H would LOVE to fill their roster by July 8.
Parents: Whether your camper was burned years ago or recently, you are all progressing through recovery and developmental changes and challenges. Camp RED is for burn survivors aged 6 – 15 years of age who want the opportunity to live beyond the scars and to be kids. Our hope is that their time at Camp RED will help them Realize Every Dream for a better tomorrow!
You and your camper will be surrounded by other families who have shared experiences, similar injuries, feelings, fears and concerns. The volunteers want to support you, celebrate each camper and encourage their emotional healing. Camp RED offers a variety of active and passive activities in the most beautiful setting, including canoeing, archery, trust activities, swimming, boating, horseback riding and more. Campers will create new friendships and memories to last a lifetime. Visit http://firefightersforhealing.org/camp-red-2017/
Firefighters for Healing was founded by a former Minneapolis firefighter, Jake LaFerriere, in 2010 after he suffered third and fourth degree burns as a result of a backdraft explosion. While in recovery, he met several children in the burn unit, each undergoing painful treatments for their injuries. This inspired him to create Firefighters for Healing, a non-profit 501(C)(3) charitable organization that provides financial and emotional support to children who are survivors of severe burns. Visit www.firefightersforhealing.org for more information.
Elire is a proud corporate partner to Firefighters for Healing, including “Founding Partner” status at their annual Firefighters for Healing Gala. Elire first became involved with Firefighters for Healing at the Oracle Direct Golf Tournament, where Elire is a Platinum Partner and Firefighters for Healing was the supported charity for the year. Since the formation of our partnership, Elire has dedicated time and volunteers to many Firefighters for Healing events, including the Annual Polo Tournament, Christmas Present Drop, Red Tie Gala, and more. Elire members also serve on Firefighters for Healing Board of Directors and Executive Committee.
For this month’s Ask the Expert, we sat down with Elire Strategic Advisory Services Senior Consultant, Patrick Gahagan, to discuss the exciting addition of Open Imaging Integration with PeopleSoft 9.2 PUM 18.
Interested in hearing more about Open Imaging Integration? Attend our complimentary webinar with Canon below:
AP Made Easy – Automate Your Processes with Open Imaging Integration in PeopleSoft Presenters: Lisa Thorne (Canon), Josephy J. Guddemi (Canon), and Patrick Gahagan (Elire) Tuesday, July 11th | 11:00 AM – 12:00 PM EDT
Many organizations continue to utilize a fragmented, manual, paper-intensive method for their Accounts Payable processes. Canon’s AP Automation Solution, combined with PeopleSoft 9.2’s new Open Imaging Integration (OII) streamlines and simplifies your AP process for a complete end-to-end automated solution. Join Elire and Canon as we highlight steps your organization can take to determine your desired future state, as well as the potential benefits of Canon’s solution for your organization. Lastly, we will discuss the impact of the solution with the introduction of Oracle’s new Continuous Delivery and Selective Adoption Model using PeopleSoft Update Manager (PUM).
This week has been packed full of updates in the PeopleSoft World – mainly with PeopleTools 8.56 being released for general availability. Below is an overview of the updates and enhancements available – for more information reference the Cumulative Feature Overview Tool.
PeopleTools 8.56 Enhancements and New Features:
User Interface Enhancements (0:24)
Classic Plus – Allows re-worked classic pages to have an appearance similar to that of fluid pages. Classic Plus allows a more seamless transition, especially where both types of pages exist. Selecting “Fluid like theme for Classic” within the System Branding page will display Classic pages with Fluid-like styling.
Personalization of Fluid Homepages on Smartphones – Users can now personalize home pages using the “Personalize Homepage” link, including adding tiles, re-arranging tiles, and removing tiles on their smartphone.
Portal Technology Enhancements (3:45)
Unified Navigation – Any PeopleSoft System can serve as the designated portal system within a cluster with unified navigation.
Contextual Fluid Dashboards – Application Developers are now allowed to design a fluid dashboard in which user-specified or fixed content values determine the content of the tiles displayed on the dashboard.
Event Mapping – The event mapping feature delivered in 8.55 has been enhanced with the Event Mapping References page to assess the impact of when an application class has been modified or upgraded. In addition, two additional events have been added, the Activate event at the page level, and the FieldChange event at the component record field level. Event mapping also allows more than one custom application class to be associated with a single PeopleCode event.
Test Framework Enhancements (5:47)
Support for Testing with Charts – Charts are now a pivotal feature for simplified analytics within PeopleSoft Applications. You can now record test scripts with JET charts using PeopleSoft Test Framework and validate during playback.
Query-Based Testing – Data can now be used from the PeopleSoft Query Results. There is no requirement to record new test cases if the test script utilizes the dataloader step type.
Update Manager Enhancements (6:48)
Improved Analytics – PeopleTools has added the ability to differentiate the delivered changes between maintenance and bugs to provide a better understanding of the health of the system, and evaluate what features you currently have and can adopt. Four new pivot grids have been added and include Enhancements by Image, Enhancements by Product, Enhancements by Minimum Tools, and Applied Bugs by Image Lag.
Analytics Driven Change Package Definitions – Point and click functionality from the analytics now allows you to create the change package definitions and apply the change package directly within the analytics. Enhancements by Image analytics allows you to see the percentage of enhancements you have applied for each Image. You can also add additional un-applied enhancements to a change package. The Enhancements by Minimum Tools release analytic shows the enhancements available based on PeopleTools release for the targeted environment. Applied Bugs by Image Lag analytic shows the difference between when changes are delivered versus when they are applied. Drill down on specific pivot grids are reformatted to provide more information and provide an analytic driven interface to create the change package.
Change Package Definition Merge – An easier way to select and add content to change package definitions. Users are now able to merge contents from multiple packages into one package to make maintenance changes to a system.
Enhanced Customization Repository – Customization repository has been expanded to support the customization impact of ADS Customized Objects and Managed Objects.
File Processing Enhancements (16:18)
Cloud Attachments – As of PeopleTools 8.56, Oracle Document Cloud is accepted as a Cloud Storage Provider using the Adminster Cloud Provider Page.
PeopleSoft Search Framework for Enhancements (17:05)
New Search Engine – Elasticsearch – In PeopleTools 8.56 – SES and Verity are no longer supported, and are replaced by Elasticsearch.
Using Clusters for Elasticsearch – Elasticsearch uses distributed architecture and is built to be scalable using clusters. High availability enables PeopleSoft Search Framework to provide a fail over mechanism
Processing Attachments – Attachment processing is enhanced to improve the indexing performance.
Partitioning Application Data During Indexing – Enables you to partition the application data using the Date Range option to improve indexing performance and index chunks of data based on date range.
Administering Elasticsearch – Elasticsearch provides several REST APIs that can be used to obtain details of a cluster or index in the PeopleSoft Application. Elasticsearch Interact is a user interface that enables you to choose a cluster and index level options on which you want to obtain information from the Elasticsearch Search Engine.
Monitoring Elasticsearch Using PeopleSoft Health Center – Monitoring and Diagnostic Dashboards provide insight into performance issues that may arise for a cluster and nodes within a cluster. Users cannot run tasks or make updates within the PeopleSoft Health Center.
Note: For SES customers upgrading to PeopleTools 8.56, you will have to manually move from SES to Elasticsearch. Live cut over is not an option because SES is not supported in PeopleTools 8.56.
PeopleTools Platform Support Enhancements (24:17)
PeopleSoft Deployment Packages – DPKs help automate creation, cloning, and maintenance of PeopleSoft Environments. With PeopleTools 8.56, Oracle will expand the support of DPKs to not only include Linux and MS Windows environments, but also to include Solaris and AIX. You can download DPKs for every PeopleTools 8.56 patch from MyOracleSupport for all four environments.
Microsoft Visual Studio C++ Redistributable Installed with PeopleSoft PeopleTools 8.56 – Running PeopleSoft PeopleTools 8.56 requires Microsoft Visual C++ Redistributable for Visual Studio 2015. The packages install run-time components that are required to run C++ applications built using Visual Studio 2015, as is PeopleSoft PeopleTools. Because the redistributables have been packaged, automatic Microsoft Windows security updates are enabled to help keep your system secure.
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