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A Better Procurement User Experience with PeopleSoft Fluid

Session # 100970 Bob Block PeopleSoft Product Strategy

Manager and Evangelist July 19, 2017 Copyright 2017, Oracle

2 A Better Procurement User Experience with PeopleSoft Fluid UI, Navigation Collections and Homepages Reconnect 2017 Session # Bob Block PeopleSoft Product Strategy Manager Alexa Masters PeopleSoft Procurement Product Manager and Evangelist July 19, 2017 Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 3

4 Program Agenda Fluid Overview Fluid Myths vs. Facts Fluid Navigation Overview How to Set Up a Homepage How to Set Up a Navigation Collection Additional Information Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 4

PeopleSoft Procurement Investment Summary Delivered enhancements provide continuous value in Images 2 through 24 Enhancements (Delivered Image) Comprehensive PO Close Short Enhancements (2)

Integration (8) Marketplace Supplier Attributes (10) Requisition Ship Via and Freight Terms (10) Supplier 360 Single and Comparative (10) 6 Procurement and Contract Pivot Grids (10) Supplier

Contact Us Pagelets (10) Doc Status Inquiry Activity Line (10) Receiving Workbench (10) Display Approver Details in Requesters and Buyers Workbenches (10) Split Distributions for Serialized Assets

6 PeopleSoft Procurement Investment Summary Delivered enhancements provide continuous value in Images 2 through 24 Enhancements (Delivered Image) Comprehensive PO Close Short Enhancements (2) eprocurement Custom Fields (4) epro Mouse-Over Available Inventory (4) New epro Role Actions (4) Contract Price Adjustment Visibility on Req s and PO s (4) Seamless Single-Page Marketplace Integration (8) Marketplace Supplier Attributes (10) Requisition Ship Via and Freight Terms (10) Supplier 360 Single and Comparative (10) 6 Procurement and Contract Pivot Grids (10) Supplier Transaction Wheel Drill-down (10) Sourcing & Contracts WorkCenter (10) Supplier Contracts Workbench (10) Comprehensive Supplier Portal with Improved Navigation, Change Requests, Alerts, FAQ s, Contact Us Pagelets (10) Doc Status Inquiry Activity Line (10) Receiving Workbench (10) Display Approver Details in Requesters and Buyers Workbenches (10) Split Distributions for Serialized Assets (10) Optionally include Contract and non-contract lines on same PO (10) Source from Inventory option when contract is assigned on requisition (10) Non Auto Default procurement contracts not included for uniqueness (10) New Inventory Receipt accruals (NSA) option (10) Supplier Change Requests (11) Download All Bidder Attachments (12) Supplier-Side Alerts (14) Procurement Card Reconciliation Chunking (14) PO Distribution Worksheet (15) esign Digital Signature (16) DocuSign Digital Signature (18) Sourcing Notice of Intent to Award and Notice of Award (21) ProNumber Field Expansion (21) AccountingTag (22) Auto-Approval for Draft Contract Versioning (22) Improvements to Bidder Invitations (23) Amount only PO's to Support MM Work Orders (23) Federal DATA Act - File C Interface (23) India GST for Purchasing (24) Fluid Enhancements! (Delivered Image) Procurement Operations Homepage (10) Supplier Watch List (10) Purchase Order Spend (10) Requisition Cycle Times (10) Self-Service Requisition (10) Requisition and PO Approvals (10) 7 Mobile Inventory Transactions (15) My Sourcing Events Tile and Sourcing Metrics (15) 3 Supplier Change Request Pivot Grids (15) eprocurement Configurable Landing page with Navigation (18) Cancel Requisition and Cancel Line (18) Browse Catalog capability (18) eprocurement Special Request (18) Requisition Summary and Line Overrides (18) eprocurement Accounting Visibility and Override (18) Accounting Tag (18) epro Small and Large form factor optimization (18) Simplified Analytics Overdue Backlog by Supplier (18) Simplified Analytics On-Time Delivery (18) Simplified Analytics PO s Not Acknowledged within X Timeframe (18) Group Contracts (18) Contract Styles (18) Configurable Registration Pagelet (18) 9 More Inventory Mobile Transactions (18) Line Level Approvals (20) View Comments and Attachments (20) View Accounting information (20) Full Approval Transaction History (20) Page Composer for Approvals Layout (20) Sourcing and Contract Approvals (20) epro Multi Images (20) Supplier Contracts Approvals (22) Supplier Document and Contract Reporting (22) eprocurement Mobile Receiving (22) Fluid Public and Secure Supplier Portal (23) Edit Requisitions(24) Special Request Item Check (24) Approvals for Supplier/Bidder Registration and Change Requests (24) Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 6

MW Modern Applications and Lower Total Cost of Ownership PeopleSoft Fluid User Interface Simple, Intuitive, Responsive Embrace Fluid UI because it is here to stay!

7 MW Modern Applications and Lower Total Cost of Ownership PeopleSoft Fluid User Interface Simple, Intuitive, Responsive Embrace Fluid UI because it is here to stay! Most new features delivered using Fluid UI UI of transactional page should not hinder Fluid UI adoption Incrementally add Fluid UI pages and features based on business need Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 7

and External Content) Fluid Master/Detail pages Activity Guide Framework Tile Wizard Company s Branding PeopleTools 8.

8 Modern Applications and Lower Total Cost of Ownership PeopeTools and Fluid First available in PT 8.54 PeopleTools 8.55 extends investment in Fluid UI Fluid Header and Navigation becomes the new standard Fluid Dashboards (Fluid, Classic and External Content) Fluid Master/Detail pages Activity Guide Framework Tile Wizard Company s Branding PeopleTools 8.56 Classic Plus Style Sheets Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 8

PeopleSoft Fluid Myth vs. Fact Myth #1 When you turn on Fluid, everything is Fluid. Fact You will have a hybrid of Fluid and Classic pages but with the 8.

9 PeopleSoft Fluid Myth vs. Fact Myth #1 When you turn on Fluid, everything is Fluid. Fact You will have a hybrid of Fluid and Classic pages but with the 8.56 Tools release of Classic Plus, plus application changes, these pages will look and feel like fluid pages but with out the code line. Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 9

10 MW Modernize Your Applications and UX Classic Plus Style to Align Classic and Fluid Pages Fluid UI where appropriate Classic UI will continue to exist Enhancement of Classic UI style sheet Available with PeopleTools 8.56 plus application delivered changes Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 10

11 PeopleSoft Fluid Myth vs. Fact Myth #2 Classic pages require a separate navigation from Fluid navigation. Users need to use the menu to navigate to classic pages Fact Homepage Tiles and Navigation Collections can take users to Fluid and Classic pages. Use Homepages, Dashboards and Navigation Collections to optimize the users experience. Group related activities to minimize clicks. Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 11

12 PeopleSoft Fluid Myth vs. Fact Myth #3 We can t use Fluid because we are not ready to roll out Mobile apps. Fact Although mobility is a great advantage of Fluid, it is also optimized for Desktop and can be rolled out without the mobile component Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 12

PeopleSoft Fluid Myth vs. Fact Myth #4 Training our users on Fluid will be a huge undertaking. Fact Fluid apps are designed to be intuitive and easy to use.

14 PeopleSoft Fluid Myth vs. Fact Myth #4 Training our users on Fluid will be a huge undertaking. Fact Fluid apps are designed to be intuitive and easy to use. Advanced Configuration enables a user experience to support both the Casual and Power users. And Fluid widgets are used consistently across the pillars for a unified user experience. Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 14

15 PeopleSoft Fluid Myth vs. Fact Myth #5 If we ignore fluid long enough, it will go away. Fact Fluid is a strategic PeopleSoft initiative. PeopleSoft will continue to build out Fluid applications, focusing on a great user experience, Mobile options, and configuration over customization. Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 15

com is an excellent resource for Fluid Standards and Documentation.

16 PeopleSoft Fluid Myth vs. Fact Myth #6 We don t want to be the first to try Fluid. Is there somebody to help us? Fact Many ERP customers are uptaking and using Fluid. is an excellent resource for Fluid Standards and Documentation. PeopleSoft is working with Fluid customers to help drive future Fluid enhancement priorities Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 16

17 MW Modernize Your Applications and UX How to Get Started? Leverage the PeopleSoft Fluid UI Concept Page On the PeopleSoft Portal Video Feature Overviews Spotlight Series Strategy Development Deployment UX Standards Training Documentation click me Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 17

PeopleSoft Fluid Getting started Start with a small pilot project Example: Fluid Approvals Decide which Navigation types make the most sense for your company Role-based Homepages Application

18 PeopleSoft Fluid Getting started Start with a small pilot project Example: Fluid Approvals Decide which Navigation types make the most sense for your company Role-based Homepages Application Dashboards Fluid WorkCenters Navigation Collections Look at existing analytics and create your own Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 18

Fluid Navigation Overview Fluid Navigation Focuses on: Multiple paths for users to access functionality Users choose the path that is most effective Use of related actions make navigation work across

19 Fluid Navigation Overview Fluid Navigation Focuses on: Multiple paths for users to access functionality Users choose the path that is most effective Use of related actions make navigation work across all paths Personalize: Create new Homepages Add tiles to Homepages via the tile repository Add a component tile to any Homepage from within the component Add Tiles to the NavBar Reorder Tiles in the NavBar Add favorite components to My Favorites in the NavBar Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 19

DEMONSTRATION Copyright Copyright 2017, Oracle 2016 Oracle and/or and/or

Navigation Collection as a Tile Copyright 2017, Oracle and/or its

Healthcare Customer s Example Dashboard Challenges No Customizations Navigation changes Access to Daily Tasks Roles / Actions Inventory Purchasing

30 Healthcare Customer s Example Dashboard Challenges No Customizations Navigation changes Access to Daily Tasks Roles / Actions Inventory Purchasing Item Maintenance Additional Dashboard Reporting Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 30

Sessions Presented by PeopleSoft Day / Time Title Room Wednesday 11:15 A Better Procurement User Experience with PeopleSoft Fluid UI Navigation Collections and Homepages #100970 Vienna Wednesday 1:30

32 Sessions Presented by PeopleSoft Day / Time Title Room Wednesday 11:15 A Better Procurement User Experience with PeopleSoft Fluid UI Navigation Collections and Homepages # Vienna Wednesday 1:30 PeopleSoft eprocurement: Intuitive - Mobile - Configurable # Vienna Wednesday 1:30 Visibility and Efficiency for ERP Operational Managers Delivered by PeopleSoft Simplified Analytics # Wednesday 4:30 PeopleSoft Mobile Inventory Management - Not Just for Healthcare Anymore! # Paris Grand Ballroom G Wednesday 4:30 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management # Vienna Thursday 9:15 Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding # Vienna Thursday 10:15 Bonus Session: PeopleSoft Supplier Portal and Supplier Scorecarding Q&A Session Vienna Thursday 11:15 How Are They Doing? Analyze the Performance of Your Suppliers With PeopleSoft # Vienna Thursday 1:45 Art of the possible with PeopleSoft Supplier and Bidder Onboarding and Management # Vienna Thursday 3:00 PeopleSoft ERP Product Team Panel Discussion # Florence Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 32

33 MW PeopleSoft Information Portal One stop shop for all things PeopleSoft Breaking News Video Feature Overviews Spotlight Series UX Standards Key Concepts Training Documentation Blogs Planned Features / Roadmap click me Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 33

PeopleSoft Information Portal www.peoplesoftinfo.

36 My Oracle Support Community (MOSC) Idea Space - Create Ideas - Vote on Ideas - Discussion Board - Search for topics - Search for Documents Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 36

Recap 1 2 3 4 5 6 Fluid Overview Fluid Myths vs.

37 Recap Fluid Overview Fluid Myths vs. Facts Fluid Navigation Overview How to Set Up a Homepage How to Set Up a Navigation Collection Additional Information Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 37

38 A Better Procurement User Experience with PeopleSoft Fluid UI, Navigation Collections and Homepages Reconnect 2017 Session # Bob Block PeopleSoft Product Strategy Manager Alexa Masters PeopleSoft Procurement Product Manager and Evangelist July 19, 2017 Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted