Agenda

1. Deep Dive into the Grants Suite 9.2 Functionality, including best practices and lessons learned from a 9.2 upgrade

2. Agenda The Grants Suite – PS 9.2 Deep Dive into Grants 9.2 Features Review of People Tools 8.53 Best Practices for maximizing your 9.2 upgrade Lessons Learned Key Takeaways

3. Introductions Combined over 50+ years experience with ERP Involved in 10+ Grants Upgrade / Implementations Formerly on the Oracle-PeopleSoft Customer Advisory board Currently on the Quest SIG Leadership team Speakers Mike Castronovo Parker Madden

4. What is the Grants Suite The Former ESA Suite Modules Market Perception The Grants Suite Modules GM/CA/PC AR/Billing KK (GL)

5. Diagram of Grants

6. Grants Suite in 9.2 New Features that Wow Users Notable Integration Points New Invoice Formatting Tools

7. New Features that Wow Users Grant Proposal Project Budgets Entry within Proposal Navigation Grants.gov - proposal integration Grants Portal 9.x Feature Concept is Spot On Implementation is Challenging Grant Portal Tree Not Based on Budget Rollup Accounts

8. Notable Features • Grants/Contracts Workbench • Fund Distributions • Billing Dashboard

9. Notable Integration Points Internal Professional Data Budgets with KK Cost Collection Billing -> AR External Third Party Proposal Mgmt Systems

10. New Invoice Formatting Tool BI Publisher (XML) Predecessors SQR Crystal Learning the Tool Word Interfaces Similar May not be an End User Toolset

11. People Tools 8.5x Overview • PS Upgrade Manager (PUM) • Work Centers / Dashboards • Enterprise Search • Form Builder and Approvals • Pivot Grids • Activity guides / Trains • Interaction Hub • Mobile Support (fluid 8.54) • Test Framework • Data Migration tool • Breadcrumb Navigation • Type Ahead • Customize login page • Sort navigation Note: You have to upgrade to 8.53 to Upgrade to 9.2

12. PeopleSoft Update Manager (PUM) PeopleSoft Upgrade Manager is a new way maintain patches and fixes for PeopleSoft • Choose individual fixes from bundles and patches. Creates custom change package • New changes can be selectively applied from PeopleSoft Update Images released approximately every 10 weeks • No longer have to maintain a patched demo environment

13. Work Centers The Work Center combines transactions, analytics, workflow notifications, and reports into a configurable framework that can be tailored to each role-based user in the enterprise. • Preconfigured by user role – Can personalize • Supports day in the life activities • Contains 4 embedded pagelets: • Main (my Work) • Reports • Queries • Links • Processes • Supports Pivot grids • Supports related actions, new pages

14. Oracle Secure Enterprise Search (SES) Oracle Secure enterprise search enables you to search on key words, brining back relevant search results. Replaces the verity search engine • Users search with freeform text – Result pages are pulled from designated PS areas, and other linked content repositories. Users can then take direct actions from results. • Requires setting up these links and a separate environment

15. Forms and Approval Builder Create custom forms that can be routed for approval, and linked to component interfaces to feed PeopleSoft tables • Create basic forms in PeopleSoft • Has basic workflow capabilities, link to worklists • Eliminates paper and email based forms.

16. Activity Guides and Trains Activity guides allow you to define guided procedures for users to complete. Users are presented with a list of actions, or tasks, that need to be completed to finish the procedure. • Good for infrequent tasks such as self service or complex tasks such as month end close • There can be a train stop for each step of the process. This allows the user to know exactly where they are in the process and what comes next.

17. Interaction Hub A configurable user interface with single navigation across all applications powered by a new global search capability. It contains numerous web 2.0 features. Used to be called enterprise portal. Limited License • Common security Framework • Role based self service platform. • Aggregates content from multiple sources (PeopleSoft and other external sources). • Integrated workflow • Custom Pagelets • Branding Framework • Content Management • Search • Themes and Pagelets • Fluid user interface 8.54

18. Best Practices New Investment Cycle • Former ROI model based on Software Release Cycle / Client Upgrade (3-8 Years) • New Model – Major Upgrade every 3 years, • minor every year • Incremental Opportunities every quarter • Will / Should impact the way you invest in PS opportunities • Upgrades should not just be technical

19. Best PracticeStakeholder Engagement and Alignment • Leadership engages at project conception • Leadership develops a common enterprise narrative • Engage Stakeholder groups – Identify/ manage expectation gaps • Deliver Value Proposition to each stakeholder group

20. Best PracticeBusiness Process Analysis / Improvement • Start with a Common understanding of the business process • Layout Processes with key components • Look for pain points or areas of opportunities • Review industry benchmark • Develop KPI’s • Determine ROI for improvement steps

21. Best Practice - Road Mapping • Review your PeopleSoft application list vs. existing PeopleSoft offerings after each major release. • Determine if unused applications are fit for purpose – If fit, place on roadmap • Review business process features – enhancements – Determine if they should be placed on roadmap • Prioritize Roadmap based on ROI

22. Best Practice – Develop a Competency Center A Competency Center maintains and enhances the alignment of the People and the Systems that they use Natural tendency for People and systems to come out of alignment . • Cross functional team – Business led • Monitors usage, Changing requirements, and alignment of people and technology • Trains / Retrains Users • Recommends Process changes, etc…

23. Reality of Upgrading to 9.2 Staffing for the Upgrade Technical Staff – Customizations and vanilla may not work – AR Update Functional Staff– need strong functional leads, software more complex, and more feature rich, help remove customizations After the Upgrade Execute on ROI

24. ______________________ Oracle’s Upgrade Strategy Two Releases Back and your Out Ease into New Releases Customizations Can Come or Go Upgrade Anywhere In-house or Hosted Local Resource or Remote You are in it for the Ride - All the Way

25. Lessons Learned Strict Tech Upgrade is not Realistic Security Search Engine Changes Customizations Keeping Replacing with Vanilla PeopleCode Changes Data Considerations Conversion “Bad Data” Get Educated on 9.2

26. Key Takeaways • Grants suite has expanded to include other modules not just ESA • Lots of clients till conduct the initial Grants proposal management still outside of PeopleSoft. • Analytics – still not prime time • No longer a technical upgrade, use the new ROI Model • Grants Portal –right idea, hard to implement • Any report in Crystal is going away - BI publisher is Kludgey but a respectable replacement for Crystal Reports. • Work Together!

27. Contact us for more Information Mike Castronvo • mikeca@amcpeoplesoft.com Parker Madden • PMadden1@ccc.edu

28. save the date • Join more than 500 other PeopleSoft users at • April 12-16, 2015 • Mandalay Bay- Las Vegas, NV • Keynote from PacoAubrejuan, PeopleSoft Vice President • Breaking News Around PeopleSoft’s Roadmap and Strategy • Education around PeopleSoft with Edge products, macro-level content and high-level strategy • More than 230 Solution Providers across several Oracle Products QuestDirect.org/COLLABORATE