Elire News

Month: May 2017

Elire Regional Conference Recap – May 2017

May 24th, 2017

Elire Regional Conference Recap – May 2017

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. 

Look out for Elire at Southwest Regional Users Group (SWHEUG) July 11th-12th in Costa Mesa, CA and at Quest RECONNECT 2017 in Rosemount, IL, July 18th-20th!

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PeopleSoft is here to stay – Tips from the Expert on Upgrading to PeopleSoft 9.2

May 9th, 2017

PeopleSoft is here to stay – Tips from the Expert on Upgrading to PeopleSoft 9.2

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 eliminating customizations 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.

For more information or to speak with our Upgrade team, contant [email protected].

Connect with us a PeopleSoft RECONNECT17: https://www.questdirect.org/conference/reconnect



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Chi-Town Here We Come! Visit Elire at RECONNECT 17!

May 9th, 2017

Chi-Town Here We Come! Visit Elire at RECONNECT 17!


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 #100440 – Predict Your Future with Simplified Cash Forecasting: How Allegis Improved its Treasury System
Tuesday, July 18 | 3:00 – 4:00 PM | Florence
Presenters: Logan Wacker (Elire)

Session #100430 – Pain in your Bank Recon? Pum 18 has your Automated Solutions
Wednesday, July 19 | 8:00 – 9:00 AM | DaVinci AB
Presenters: Logan Wacker (Elire)

Session #102210 – Testing, Testing, 123! Leveraging PTF with your Continuous Delivery Model
Wednesday, July 19 | 9:15 – 10:45 AM | International Ballroom B
Presenter: Valentin Todorow (Elire)

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)

Session #101370 – Masterminding PeopleSoft Bank Reconciliations
Wednesday, July 19 | 1:30 – 2:30 PM | International Ballroom D
Presenters: Heidi Emory (Security Finance) and Carlos Conde (Elire)

Session #102200 – Obtain value from New Features in PeopleSoft 9.2 Cash Management – A St. Elizabeth Success Story
Wednesday, July 19 | 4:30 – 5:30 PM | Heathrow AB
Presenters: Sandra Broerman (St. Elizabeth Healthcare), David Stein (St. Elizabeth Healthcare), and Tenzin Tsering (Elire)

Registration is still open – including early bird pricing until June 21st : https://www.questdirect.org/conference/reconnect/register.

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Jetset to San Francisco for Oracle OpenWorld 2017!

May 8th, 2017

Jetset to San Francisco for Oracle OpenWorld 2017!


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.

For more information, check out the Oracle OpenWorld Website: https://www.oracle.com/openworld/register.html

Above pictured our team at Oracle OpenWorld 2016!



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