Sessions Presented by PeopleSoft

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2 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 Wednesday 4:30 Thursday 9:15 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management # Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding # Grand Ballroom G Vienna 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

3 PeopleSoft Procurement Update and Roadmap Reconnect # Alexa Masters Product Manager and Evangelist PeopleSoft SRM/Procurement July 19, 2017

4 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.

5 Program Agenda Procurement PeopleSoft Key Investment Areas PeopleSoft eprocurement and Purchasing PeopleSoft Strategic Sourcing & Contract Management PeopleSoft Supplier Lifecycle Management PeopleSoft Inventory and Mobile Inventory Management Key Takeaways

6 Top Trends in Supply Chain and Procurement Balancing powerful applications with intuitive user interface Improving supplier performance Increasing transparency

7 According to CPO s, Technology Areas that will have Most Impact in Next Two Years Analytics Renewal of strategic procurement tools Renewal of operational procurement tools Renewal of ERP platform Digital Cloud computig Cybersecurity / data privacy Emerging technology Robotics Procss Automation (RPA) 13% 20% 25% 65% 57% 49% 40% 38% 37% Data from The Deloitte Global CPO Survey, 2017

8 Barriers to Effective Application of Analytics Data, systems and people 49% Quality of data 42% Lack of data integration 29% Skills and capabilities of analytics resources 29% Current technology Data from The Deloitte Global CPO Survey, 2017

9 MW Ongoing Investment in PeopleSoft Key Investment Areas Application Functionality Fluid UI Fluid Approvals Related Content and Simplified Analytics Elasticsearch PeopleSoft Selective Adoption Option to Deploy PeopleSoft to Oracle Cloud See more on our YouTube channel click me

10 Planning Resources for future enhancements Customer Driven Idea Spaces User Groups 1:1 Interactions Advisory Board PeopleSoft Product Roadmap Copyright 2017, Oracle and/or its affiliates. All rights reserved. 10

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13 Why Fluid for PeopleSoft Procurement Simple Usability Configurability Mobility

14 MW Modernize Your Applications and UX 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

15 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

16 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

17 Fluid UI for PeopleSoft Procurement Q u o t e s The Fluid User Interface provides a more intuitive and user friendly feel to PeopleSoft. This will improve our user experience in a significant way. - XXXXXXXXXX, Director Supply Chain Business Applications at XXXXXXXX Healthcare The Fluid UI enables us to deliver easy to use navigation that can be personalized for and by the user. We anticipate it having a profound effect on our users as they will be able to be more productive regardless of where they are and will have a better overall experience with PeopleSoft. - XXXXXXXXX, Director of Finance Enterprise Solutions at XXXXXX Medical Center Copyright 2017, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted 17

18 MW Modernize Your Applications and UX Related Content and Simplified Analytics Delivers the Right Information in the Right Place Simplified Analytics in Image 18: Overdue Backlog by Supplier On-Time Delivery PO s Not Acknowledged within X Timeframe Planned Simplified Analytics Supplier Scorecarding Requisitions past due date but not received Requester spend based on order types

19 MW Modernize Your Applications and UX Approvals and Page Composer Delivered using Fluid UI Configurable and Extensible Line level approvals* View comments and attachments* Accounting information* Fluid approval transaction History Available with PI20* *For Procurement See more on our YouTube channel click me

20 MW Modernize Your Applications and UX New Global Search Engine for PeopleSoft Elasticsearch replacing SES Delivered on PeopleTools 8.55 Completely transparent change to end user Easier to deploy and manage, more scalable, and greater efficiency Search engine support: Oracle s PeopleSoft team to directly support Elasticsearch SES supported for 18 months SES and Verity not supported in PeopleTools 8.56

21 MW A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager A world without upgrades your business systems are agile. Updates are frequent new features and maintenance are easy to apply. You're in control you decide what to apply and when to apply them.

22 PeopleSoft Integrated Procure-to-Pay Suite & Inventory eprocurement Self-Service Procurement Mobile Inventory Management Strategic Sourcing Consolidated Purchasing Power Supplier Contract Management Documents and Compliance Payables Inventory esupplier Connection Supplier Collaboration Purchasing Compliance, Control and Savings esettlements Supply Chain Procurement / SRM Financials

23 PeopleSoft eprocurement and Purchasing Simplified user engagement accompanies increased business proficiency

24 Complete Fluid Procurement Business Process Request, approve and receive on a smartphone, tablet or desktop Fluid Requisition Recently Enhanced in Image 24 Fluid Approval Line Level Approvals and Page Composer in Image 20 Fluid Receiving Introduced in Image 22

25 Easier Self-Service Requisitioning for Desktop and Mobile Fluid eprocurement Requisition First Available in Image 10 Enhancements in Image 18 Configurable Landing page Cancel Requisition and Cancel Line Browse Catalog Special Requests Requisition Overrides Accounting Visibility and Override Line level Ship to Override Search with Transparent Punchout Image 20 Enhancement Multi Item Image Capability (new) New Enhancements in Image 24 Usability improvements Edit Requisition Capability Add Comments/Attachments Advanced Search Capability Budget Checking Accounting Tag Multiple Schedules for a Line Special Request Item Check (new)

26 Enable Fluid eprocurement for Broader User Set Planned and considered Fluid eprocurement Requisition Enhancements Copy Requisition Print Requisition Requisition Defaults Preview Approvals Mass Change / Delete Amount Only One time shipping override address Line Details page contract sourcing, pricing override, etc. eprocurement Services Procurement Card Copyright 2017, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 26

27 Improved Contract Compliance Automatically use contract pricing for punch-out and other adhoc requests Enforce negotiated contract pricing when ordering punch-out items or other adhoc requests Establish items-by-description on procurement contract Avoid overpayments! Upon item request, system matches manufacturer attributes or supplier item ID against contract Automatically use contract price and/or add to contract discrepancy report

28 Proactively Monitor Suppliers Related Content and Simplified Analytics Delivers the Right Information in the Right Place View warnings and Violations for selected suppliers at a glance Drill down for more details Create Simplified Analytics and save for future use

29 Accounting Tag feature Replacement for Speedchart Functionality Image 22

30 PeopleSoft Sourcing & Contract Management Compliance, Visibility and Bottom Line Savings

31 PeopleSoft Strategic Sourcing and Contracts Negotiate and realize savings Strategic Sourcing Bidder registration Event creation with bid factors and constraints Online and Offline Collaborate Bid solicitation and analysis Award optimization Contract or PO Award Procurement Contracts & Supplier Contract Mgmt Negotiated pricing and terms Spend tracking and notifications Legal Authored Contract Document Structured clause library, rules-based authoring, approval workflow Collaboration, digital signature, SLA s and doc repository with searching Integration across the Procure-to-Pay Suite Purchasing, eprocurement, Payables, etc

32 Opportunities for Significant Savings PeopleSoft Strategic Sourcing helps you Identify opportunities for Sourcing Create Negotiations and Collaborate across line of business Solicit and analyze bids Realize Savings Copyright 2017, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Highly Restricted 32

33 Proactively Monitor Sourcing Activity My Sourcing Events Proactively monitor selected Sourcing Events Configure thresholds and view warnings Event due to end Minimum bid responses not received View invitation, response and award summaries Delivered in Image 15

34 Efficiently Search and Invite Most Appropriate Bidders Bidder invitation enhancements Single bidder search page Single Bidder / Supplier search option Configurable profile questions Improved Category / SIC search Improved user experience New in Image 23

35 PeopleSoft Integrated Contract Lifecycle Management eprocurement Self-Service Procurement Mobile Inventory Management Strategic Sourcing Consolidated Purchasing Power Supplier Contract Management Documents and Compliance Payables Inventory esupplier Connection Supplier Collaboration Purchasing Compliance, Control and Savings esettlements Supply Chain Procurement / SRM Financials

36 Enforce Contract Compliance Supplier Contracts esignatures Delivered in Images 16 and 18 Capture signatures on mobile devices Store captured signatures in the cloud Device independent Add additional signatures on the fly Reduce dependence on IT Standardize digital signature tools esign integration in Image 16 Docusign integration in Image 18 36

37 Consolidated Views across Multiple Contracts Group Contract Enhancements (Purchasing) Delivered in Image 18 Umbrella of multiple contracts for single or across multiple suppliers $ Related procurement contracts Spend rollup Threshold notifications Document Authoring * Service Level Agreements * * Available with Supplier Contracts Group Contract Contract A Contract B Contract C 37

38 Enforce Contract Compliance New Contract Styles adhere to your organization s nomenclature Delivered in Image 18 38

39 Streamline Contract Compliance Auto-approve draft contract versions Contract Versioning (Release 9.1) Use Draft version to plan for and make contract updates (price changes, line deletions / additions, document refresh, etc) Set reminder notification for Approval date Manually change to Current / Approved version New in Image 22! Pre-approved Draft versions automatically set to Current and Approved version on approval date

40 Enforce Contract Compliance View contract spend on procurement contract Existing Contract Procured Amount Summary Max Amount $500,000 Released Amounts Line 50,000 Category 25,000 Open Item 5,000 Total Released 80,000 Remaining Amount $420,000 Remaining Percentage 84% New! Contract Spend Amount Summary & Drilldown Max Amount $500,000 Spent Amounts Line 55,000 Category 29,000 Open Item 6,000 Total Released 90,000 Remaining Amount $410,000 Remaining Percentage 82%

41 Supplier Lifecycle Management Collect, Qualify and Drive Continuous Improvement

42 PeopleSoft Supplier Lifecycle Management eprocurement Self-Service Procurement Mobile Inventory Management Strategic Sourcing Consolidated Purchasing Power Supplier Contract Management Documents and Compliance Payables Inventory esupplier Connection Supplier Collaboration Purchasing Compliance, Control and Savings esettlements Supplier Lifecycle Management Solutions

43 Improve Supplier Relationships PeopleSoft Supplier Lifecycle Management Supplier Diversity Management Qualification Dashboard Considered for Future Self-Service Supplier Registration Supplier Administrator WorkCenter Configurable Profile Questions All Available as of Release 9.2 Fluid Supplier Scorecarding with Simplified Analytics Planned for Future Supplier 360 Analysis Fluid Supplier Watchlist Comprehensive Supplier Portal Available in Image 10 Fluid Supplier Portal (common & SRM) Available in Image 23 Fluid POA and Fluid esettlements Planned for Future Supplier Change Requests Available in Image 11

44 Intuitive Self-Service & Business Process Flows Supplier Registration Release 9.2 Supplier Change Requests Image 11 Template-driven Train Stop Navigation Configurable Profile Questions Integrated Approval Workflow Available on Supplier Portal and for internal users Available with Purchasing or Payables License 44

45 PeopleSoft Self-Service Supplier Portal Solutions Purchasing / Payables esupplier Connection esettlements Strategic Sourcing Supplier Contract Management Boosts process automation Improves supplier cash flow Cultivates supplier relationships Improves supplier information management Securely integrates across Procure-to-Pay 45

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47 Fluid PO Acknowledgments Enhancement Plans Redesign User Experience for Suppliers and Buyers Simplified easy-to-understand statuses Consolidate Lines and Schedules onto one page Intuitive actions New Analytics and Alerts Pending PO Acknowledgments Overdue Acknowledgments Supplier POA Performance Plus list of customer driven POA enhancement requests 47

48 Evaluate and Monitor Supplier Performance PeopleSoft Scorecarding Subjectively and objectively score supplier performance Solicit feedback from key stakeholders across the line of business Use results to assess supplier performance and make future procurement decisions 48

49 Evaluate and Monitor Supplier Performance PeopleSoft Scorecarding (planned for future) 49

50 Promote Innovation, Drive Competition, Display Commitment working with Diverse Businesses Supplier Diversity Management 58% Percentage of organizations who deliberately leverage local suppliers to support economic development of local communities

51 Comply with Supplier Diversity Requirements Supplier Diversity (and Certificate) Management Example Internal user or supplier uploads certificate (diversity status, OSHA certificate, etc) Identify date range affectivity of certificate (ex: September 15 th 2017 through September 14 th 2017) Identify responsible parties for notification Maintain Supplier Qualification checklist and overall statuses to note whether current or not, and whether supplier should be unqualified

52 PeopleSoft Mobile Inventory Management Common PeopleSoft Inventory transactions formatted for use on a Mobile Device Real-Time Reduced Points of Failure Device Flexibility Streamlined Deployment Easily Expandable Oracle Maintenance & Support Continuing Investment Copyright 2017 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Highly Restricted 52

53 PeopleSoft Fluid Mobile Inventory Management Available Image 15 Par Inventory Count Par Inventory Count Ad hoc Inventory Guided Count Inventory Item Count Inventory Location Count Receipt without PO Express Issue Available Image 18 PO Receipt Mobile Picking Manual Count Inventory Put away Confirmation Inventory Adjustment Location to Location Transfer Transaction Fulfillment Inquiry Update Delivery Cart Delivery

54 Streamline Inventory Cost Ledger Period-End Close Inventory Cost Balancing WorkCenter Image 19 1.Overview of remaining period end close tasks using alerts 2.Generate the accounting line entries for the period 3.Confirm generated accounting line amounts are in balance with the inventory cost ledger 4.Use Tolerance Filters to identify items out of balance items Copyright 2017 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Highly Restricted 54

55 Streamline Procurement Processing Picking Substitution Enhancement PRO Number Field Size Expansion Pick Line for original item and substitute all at same time Enhancement to: PeopleSoft Classic Pick Confirmation and PeopleSoft Fluid Mobile Inventory Planned Expand from 30 to 40 characters to accommodate FedEx tracking number size of 34 PRO Number field expanded in SRM, INV, Mobile Inventory Image 21 Copyright 2017 Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 55

56 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)

57 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 Wednesday 4:30 Thursday 9:15 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management # Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding # Grand Ballroom G Vienna 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

58 MW Get Connected and Stay Informed Key PeopleSoft Information Sources PeopleSoft Information Portal PeopleSoft YouTube Channel Social Oracle PeopleSoft Page Oracle PeopleSoft Development Group Blogs click images 58

59 MW PeopleSoft Training Transfer of Information (TOI) recorded webinars Free on demand recorded webinars Available on the PeopleSoft Portal Learn about delivered features Business value How to set up and use click me

60 MW Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft See Oracle Support for more information click me

61 Why PeopleSoft Procurement is the Right Solution for You Success for Your Organization with the Greatest Value at the Lowest Risk Proven Solution Market Leadership Commitment User Community Power of Oracle Cloud Robust and Complete Intuitive and Modern Ongoing Innovation

62 PeopleSoft Procurement Update and Roadmap Reconnect # Alexa Masters Product Manager and Evangelist PeopleSoft SRM/Procurement July 19, 2017

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