Are you looking to establish a new supplier relationship, manage existing vendor relationships, or enhance the value added by your Suppliers? Third party vendors and outsourced services are becoming an ever-important component to a successful business. We asked Elire Strategic Advisory Services Consultant, Lauren Sindt, for advice on how to best manage your suppliers and establish a strong supplier governance. Here is what she had to say!
Interested in learning more? Attend Lauren’s webinar, “Strengthening and Streamlining Supplier Management” on Thursday, November 30th.
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.
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].
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.
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.
Pictured above: The team at last years RECONNECT Networking Fiesta!
Team Elire returns to the Windy City July 16 – 18, 2017 for Quest International Users Group RECONNECT 17. RECONNECT is the premiere PeopleSoft education and networking event pf the year! With over 150 sessions focused on Selective Adoption, Fluid User Interface, PeopleSoft in the Cloud, Testing Automation, PeopleSoft Pillars, and PeopleSoft Industries, RECONNECT provides unlimited potential to energize your users and provide direction on the future of PeopleSoft. RECONNECT also offers a variety of Special Interest Groups, Roundtables, Receptions, and the Exhibitors Showcase to connect you with the Experts – including Team Elire! Elire will be at the Exhibitor Showcase, as well as presenting six sessions. Add the below sessions to your agenda via the RECONNECT App!
Session #101390 – PeopleSoft Treasury SIG Meeting Wednesday, July 19 |11:15 AM – 12:15 PM | DaVinci AB Presenters: Paul Barnett (Ameritas), Janet Division (Wells Fargo, N.A. Finance) and John Scott (Elire)
PeopleSoft HCM Update Image 22 was released last week, including the below enhancements and updated functionality highlights. For a comprehensive description of the new and updated functionality, check out the Cumulative Feature Overview.
00:15 – Creating a New Position Using Fluid Guided Self Service
This new functionality gives managers access to a new guided self-service transaction for copying or cloning positions. The cloning functionality makes it easier to post a new job requisition by cloning descriptions and data for existing positions.
02:20 – Changing Work Schedule Hours Using Fluid Guided Self Service This updated feature has been renamed, and provides additional items to include a standard hours field in addition to the full/part time field. It also now includes a Display-only FTE equivalent field when a manager changes full time hours.
03:11 – Fluid Employee Snapshot New Content and Enhancements Additional Dashboards and Content have been added, allowing managers to view and navigate employee data without having to go to multiple pages. Four business processes and data – personal competencies, honors and awards, responsibilities, and licenses and certifications are included in the employee snapshot. New performance review dashboards have been added, introducing new performance related tiles. Talent administrators can now use the Fluid User Interface to configure displays, enabling the talent administrator to determine how long tiles appear and what titles, awards, etc. should be available.
05:39 – Fluid Manager Self Service–Report Time, Weekly Time, Payable Time, and Leave Balances for Time and Labor New Feature enables managers to enter time and review weekly, payable time, and leave balances using the Fluid User Interface on a desktop, tablet, or mobile device. The Team Time panel allowes managers to navigate between components with ease.
06:55 – Fluid Self Service Enhancements for Absence Management Enhancements include the ability to review eligibility and forecasting details in Fluid Self-Service. The user interface is now more intuitive with a streamlined interface. The “View Absence Balances” pages allow the ability to review current balances, forecast, and review forecast balance details, which are then added to the approval absence transaction. This allows review of only the reviewed balances and requests which meet the required criteria.
07:58 – Enhanced Absence Management Integration with Time and Labor The absence process can now be run iteratively with enhanced integration between Absence Management and Time and Labor. The Absence Calendar no longer needs to be finalized to send Absence to Payable time, as well as real-time payable time can be generated upon Absence Approval.
08:55 – Fluid Self Service for ePay Global Payroll Banking This new feature enables employees to add Bank Accounts and payment information via Fluid User Interface.
09:35 – Fluid Enhancements for Candidate Gateway Recruiting New functionality includes customer requested enhancements, including the ability to turn off email job postings, turn off ability for employees to refer a friend, ability to display the close date on a requisition, and ability to add a new search of the most recent job descriptions’ on the careers page.
11:51 – Electronic Form P45 for the United Kingdom This enhancement now supports online P45 generation and provides leavers the option to view or print the report with Employee Self Service, as well as allows Administrators to select P45 receipt via email or Employee Self Service after generation.
13:14 – Payments Conform to ISO 20022 Standard for Switzerland Updated to create payment files compliant with the Swiss derivative for IS 20022.
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]
Elire is led by a team of experts with the qualifications, experience and credentials necessary to provide the highest quality of service.
Oracle Cloud is the next generation of IT that is quickly transforming the business world. Oracle’s integrated Cloud Services are easier to use and manage, and provide the agility, reliability, and security that modern businesses need. Elire’s Oracle Cloud ERP and HCM services make moving your important software tools and investments into the new age a seamless, effective, and efficient process.