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.
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.
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.
What a whirlwind month it has been! Team Elire has been jet-setting across the US for a variety of regional conferences focused on Treasury and Oracle PeopleSoft Applications. All presentations are available in PDF form by request by emailing [email protected].
Stop #1: Minnesota AFP
Elire Treasury Subject Matter Expert, Logan Wacker, and Partner, Karen Willis, presented on Treasury topics – Cash Forecasting and In-House Banking, close to Elire HQ in the Twin Cities! Team Elire also exhibited, allowing us to connect with local clients and share best practices with other local industry leaders.
Stop #2: INNOVATE 2017
Elire Treasury Subject Matter Expert, Logan Wacker, presented “Pain In Your Bank Recon? PUM 18 has your Automated Solution,” in Iselin, NJ. This presentation highlighted the enhanced support for the automatic bank reconciliation process with new pages, components, applicaiton engine programs, message catalog entries, and People Code that have been added in the Image 18 release of PeopleSoft. The new configuration rules included allow users to reconcile multiple transaction lines to multiple bank statement lines and reconcile transaction(s) to bank statement line(s) using the new parsed addenda information. Elire Business Development Manager, Geoff Engelhart, also attended for the day filled with educational and networking sessions.
Stop #3: New England AFP
Elire Partner and Treasury Expert, Mike Graham, presented two sessions, “The Treasury Technology Landscape is Changing – Are You Ready?” and “The Value of In-House Banking for Treasury.
The Value of In-House Banking for Treasury demonstrated what In-House Banking can do for companies, and how the function is taking a larger role in treasury. The session also highlighted how to take advantage of an In-House Banking program to gain efficiency and effectiveness within your organization. Mike provided insight on the overall value of in house banking, showcased industry best practices, and offered guidance on IHB technologies.
The Treasury Technology Landscape is Changing – Are You Ready? provided a Treasury Management Solution overview to help companies thoughtfully move forward to the next step, overcome obstacles, efficiently manage treasury operations leveraging technology, and adhere to the latest emerging trends. The session also demonstrated how to effectively address the key components of people, process, and technology related to Treasury. As an added bonus, Mike also provided insight on the overall marketplace, new TMS features, industry best practices, offered guidance on implementations & upgrades, shared success stories and answered questions from the group.
Stop #4: Rocky Mountain AFP
Elire Treasury Expert and CTP, Jason McCabe, presented with Ashley Bolton and Carola DeRose of Prologis on their implementation of In-House Banking. The session was directed towards international organizations with complex tax, legal, statutory requirements, and operations thinking of implementing an In-House bank or who were interested in learning more. The team walked through how this project helped to streamline processes, reduce costs, increase efficiencies, and gained more visibility to cash flows.
Stop #5: Northwest RUG
Elire team members presented on two groundbreaking industry topics – AP Automation with Canon Imaging Solutions and PeopleSoft 9.2 Lease Administration at the PeopleSoft Northwest RUG in Redmond, WA. Sessions and abstracts are below.
Enhance your Financial Ops & Meet the New IASB/FASB Requirements with PeopleSoft 9.2 Lease Administration
Formerly known as Real Estate Management, PeopleSoft’s 9.2 Lease Administration module is a re-vamped, fully-integrated leasing solution. It can help firms comply with the new IASB/FASB lease accounting guidelines, providing automation of Billing and AP for leasing, and can straight line accounting needs. Elire Expert, John Wallace, provided an overview of the Lease Administration Module and discussed the benefits, system changes, implementation tips and tricks, and an overall understanding of how this module can change an organization’s financial system dynamic.
Reinventing AP Automation with Open Imaging Integration in PeopleSoft
Elire Strategic Advisory Services Expert, Patrick Gahagan, presented a recent case study around the integration of Canon’s Accounts Payable Automation Solution to PeopleSoft 9.2, leveraging the new Open Imaging Integration (OII). Upon implementation, the Canon solution will increase productivity, speed, visibility, and control delivered to our current client. This client previously manually imaged & keyed over 60,000 invoices per year, and through this implementation will be able to transform their fragmented, manual, paper-intensive process.
Elire’s experts provided a brief overview of the solution, and took a deep dive into the Strategic Advisory Services methodology used to define requirements for the end-to-end invoice management process, including invoice intake, coding, workflow approval, reporting and dashboards.
PeopleSoft is here to stay! Oracle recently extended the lifetime support of PeopleSoft Applications Premier Support through at least December 2027. As mentioned, this is not the end of life date for PeopleSoft. Oracle does not intend to de-support or end investment in PeopleSoft. [Check out the Oracle Lifetime Support Policy for Oracle Applications here.]
So what does this mean for your PeopleSoft Applications? Unsure of whether to upgrade to 9.2 or move to the Cloud?
Elire is here to help.
Unsure if your organization should stick with PeopleSoft? Our Strategic Roadmap will help you weigh the decision to upgrade to PeopleSoft 9.2 against the idea of moving to a different platform.
Comfortable that your organization is committed to PeopleSoft but unsure of the timeline, cost, and business case to upgrade? Our 9.2 Readiness Assessment will help you move forward with confidence.
If your organization decides to upgrade, the ability to do so efficiently and prepare for Oracle’s new Continuous Delivery Model is essential. We asked Elire PeopleSoft Upgrade Services Practice Lead, Jeff Hilliard, what is so ground breaking about 9.2, and how do our clients ensure success in the upgrade process?
Tips for Success
Consider a “Readiness Assessment” effort to prepare your organization. Thoughtfully determine the desired future state under a Continuous Delivery Model, build internal support for the upgrade project, and move forward with confidence knowing the scope of work ahead. Jumpstart your Fit Gap by shifting Analysis ahead of your larger PeopleSoft 9.2 Upgrade effort!
Incorporate a proven “Upgrade specific” Methodology that emphasizes strong Project Management utilizing tools that provide real-time visibility to the progress of “In-Scope” key project deliverables, and improves team effectiveness and efficiency throughout all project phases.
Engage key functional and technical project resources early to build excitement and momentum regarding your PeopleSoft upgrade journey. Initial Stakeholder involvement with setting project goals helps to convey the importance and leadership commitment to the upgrade effort.
Take advantage of the opportunity for business process review, evaluating existing functionality that is not being fully utilized as well as new release functionality for eliminatingcustomizations that are no longer necessary.
Perfecting the Test Move process, which involves the tuning of upgrade scripts and successful execution of a detailed cutover plan, is critical to the success of the upgrade go-live cutover. Well orchestrated successful testing cycles and proper Change Management activities will ultimately reveal an organizations readiness for the final Move-To-Production.
Join Elire at Oracle OpenWorld 2017 this fall for the ultimate business transformation experience. From October 01-05, Oracle Users, Experts, and Industry Leaders will connect to discuss best practices, the future of Oracle Applications and new functionality, perform Oracle Certification testing, and network. Team Elire, your Oracle PeopleSoft and Cloud Application Experts, will be exhibiting at Booth #4006. Register today to engage with our experts and take advantage of the 15 educational tracks and 2,500 sessions, demos, and hands-on-labs.
The latest installment in the Elire Webinar Series, “Treasury Transformation through Automated Bank Reconciliation and Cash Forecasting in PeopleSoft 9.2” provides a glimpse into the intuitive Cash Forecasting and Bank Reconciliation functionalities in PeopleSoft Cash Management 9.2. In this webinar, an Elire Treasury Expert will discuss these game-changing tools which simplify Treasury tasks, resulting in decreased costs, mitigated risks, and increased efficiencies.
We asked Elire Cash Management Expert, Logan Wacker, what it is that makes this functionality so revolutionary – and how do you make sure implementation is a success?
Last week, Team Elire packed their bags and jet set off to the beautiful Las Vegas, NV for COLLABORATE 17! COLLABORATE Technology and Application Forum is produced by three independent user groups, IOUG, OAUG, and Quest, to deliver over 1200 educational sessions and panels, training for functional and technical users, and breaking product news and insider information on Oracle Technology. Elire set up at Booth #928 for the week, where we had both our Sales Team and Subject Matter Experts to answer user questions and share best practices with other experts.
Elire Subject Matter Experts gave four presentations on varying industry topics, including PeopleSoft Test Framework (PTF), PeopleSoft on the Cloud, and PeopleSoft Treasury Implementation tricks and tips.
The team was lucky enough to attend a variety of networking events in the evening, including sponsoring the Quest Welcome Party, and COLLABORATE Welcome Reception in the Exhibit Hall.
Attendees who visited our booth had a chance to enter to win a Yeti Cooler, a FitBit Blaze as a part of Quest-o-poly, and engage with us on social media using the phrase #AlwaysSunnyAtElire to enter to win Ray-Ban Sunglasses!
A big thanks to all who attended and were able to stop by Booth #928! Winners for the various drawings will be picked this week and contacted. If you were unable to attend any of our sessions and would like to have a copy of the presentation, email [email protected]
There’s no hiding it, Cloud technology is on the rise, and moving Human Resources to the Cloud is no exception. We asked our Cloud HCM Practice Lead and Principal Consultant, Rich Cho, what makes Oracle Cloud so special – and then, how do you ensure implementation success?
Tips for Successfully Implementing Cloud HCM:
ENGAGE Local Stakeholders early on:
Have Executive Sponsors and Steering Committee members champion the project, provide strategic direction, and ensure leadership alignment and support
Establish a clearly defined Governance Model to address issue escalations and change requests
Staff dedicated, consistent resources from within the organization; backfill current positions if necessary
KNOW and UNDERSTAND your data:
Know your current-state processes, statutory and security requirements
Set objective design goals: “deliver process consistency“, “utilize delivered functionality”
Harmonize what you can: jobs, compensation programs, definition of services dates
LEVERAGE the breadth of Oracle Cloud platform
Properly prioritize the functionality that needs to be available on day one
Have a clearly defined plan to incorporate Oracle Cloud updates
Leverage integration frameworks to create consistency and reduce maintenance
EMPOWER employees and managers with data
Provide targeted training and job aids to the user population
Elire is led by a team of experts with the qualifications, experience and credentials necessary to provide the highest quality of service.
Human Capital Management
As part of our Human Capital Management service offerings, Elire consultants work with you to develop and provide solutions to the challenges and demands of today’s Human Capital Management. Our talented team collaborates with your team to provide solutions/insights and provide the tools to make all of your departments and organization successful as a whole.