Tuesday, February 6 th, 2018

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1 2018 PeopleSoft Customer Advisory Board (CAB) SRM Session Agenda February 6 th, 7 th and 8 th, Oracle Parkway, Redwood Shores, California Tuesday, February 6 th Tuesday, February 6 th, 2018 Meeting Room: Conference Center Lobby Time Session Speaker or Lead Remarks 7:00 AM Registration and Continental Breakfast Tuesday, February 6 th, 2018 Meeting Room: Auditorium 8:00 AM 8:45 AM Welcome and Opening Remarks Investment Strategy, Product Roadmap & Customer Momentum 8:45 AM 9:30 AM PeopleTools Update David Bain from the PeopleTools Strategy team will discuss the important initiatives from a PeopleTools perspective and how we approach these initiatives. In this presentation he will focus on Selective Adoption, Configuration over Customization, Fluid User Experience and migrating PeopleSoft applications to the cloud. Paco Aubrejuan Rebekah Jackson David Bain 9:30 AM 10:00 AM PeopleSoft Applications and Future Technology An introduction to the topic of Future Technologies (Artificial Intelligence/Machine Learning, Chatbots, Process Mining). We will share examples we ve heard from Strategy and some of our customers to help prepare you for discussions within each Pillar Breakout as to how you envision these technologies might be leveraged in your PeopleSoft systems. Pramod Agrawal 1

2 Tuesday, February 6 th, Continued Tuesday, February 6 th, 2018 Pillar Breakout Room :30AM 11:00PM Welcome and Introductions Alexa Masters 11:00 AM Future Technologies breakout discussion for Artificial Intelligence/Machine Learning, Chatbots, Process Mining, Blockchain and more Share your organization-specific use cases and business value your company might achieve using these technologies Pramod Agrawal 12:00 PM 1:30 PM Lunch Break and Networking Opportunity 1:30 PM 2:30 PM PeopleSoft SRM Pillar Update Alexa Masters Customer strategic initiatives and visions discussion What are your procurement and supply chain organization s long range visions and goals Customers and the Strategy Team 2:30 PM 3:30 PM Discussion and Feedback on PeopleTools features David Bain 3:30 PM Snack Break Tuesday, February 6th, 2018 Procure-to Pay Pillar Breakout Room 203 3:45 PM 5:15 PM Procure-to-Pay Breakout session SRM and Financials customers meet together Amira Morcos Alexa Masters 2

3 Wednesday, February 7 th Wednesday, February 7 th, 2018 Conference Center Lobby Time Session Speaker or Lead Remarks 7:30 AM Registration and Continental Breakfast Wednesday, February 7 th, 2018 Meeting Room: Auditorium 8:00 AM 9:00 AM Introduction to Customer Experience Discussion Topics Introduction Fluid Adoption Selective Adoption Configuration Not Customization PeopleSoft In The Cloud Rebekah Jackson, Oracle Intermountain Health Wells Fargo Sandia National Laboratories OMCS Wednesday, February 7 th, 2018 Customer Experience Discussions 9:15 AM 10:30 AM Customers and Partners Share Their Experiences Fluid Adoption Selective Adoption Configuration Not Customization PeopleSoft In The Cloud Room 202/203 Room 102 Room 103 Auditorium 10:30 AM 10:45 AM Break Wednesday, February 7 th, 2018 Pillar Breakout Room :45 AM 11:30 AM Purchasing Fluid POA for Buyers Discussion and priority of enhancements considered for future 11:30 AM 1:00 PM Lunch Break and Networking Opportunity Optional Lunch Session: Discussion on Accessibility in the PSFT Applications Room TBD Please sign-up at the Registration / Check-In Desk in the Lobby 3

4 Wednesday, February 7 th, Continued 1:00 PM 3:00 PM Overview and demo of new eprocurement Fluid features eprocurement Planned Fluid Enhancements Review priorities and designs for Requisition Defaults, Mass Changes, Copy, Line Details, and others Planned Enhancements Order Sheets Search enhancements including sort / filter by contracts, inventory, and other attributes 3:00 PM Snack Break 3:15 PM 4:30 PM Continue eprocurement Discussion Procurement and Supplier Contracts Contracts for Punchout and other Adhoc Requests Configuration and Page Organization by Contract Style 4:30 PM 6:30 PM Customer Appreciation Welcome Reception 4

5 Thursday, February 8 th Thursday, February 8 th, 2918 Meeting Room: Conference Center Lobby 7:30 AM Continental Breakfast Thursday, February 8 th, 2918 Meeting Room: Auditorium 8:00 AM 8:20 AM InfoDev and Content Delivery Greg Parikh 8:20 AM 9:30 AM Executive Question and Answer Session Moderator: Marc Weintraub Thursday, February 8 th, 2018 Meeting Room: Pillar Breakout Room 202 9:45 AM to 11:30 AM 11:30 AM 1:00 PM Supplier Lifecycle Management Supplier Scorecard KPI s Review and Update Step for Supplier Registration / Change Requests Discussion and priorities of enhancements planned for future Lunch Break and Networking Opportunity Optional Lunch Session: GTIN Discussion and Noon Combined SRM and Financials breakout session Room 202 Join us to learn about PeopleSoft s enhancement plans for Global Trade Identification Number (GTIN) through the procure-to-pay process, plus specific requirement validation discussion Alexa Masters Box Lunches available for travelers The Strategy Team 1:00 PM 3:00 PM Strategic Sourcing Fluid Sourcing Analysis Demo Diversity and Item Category Filters for Bidder Invitations Redesign of Bidder Responses using Fluid Discussion and priority of enhancements being considered for future Inventory Discussion Char Jorgenson 5

6 Thursday, February 8 th, Continued 3:00 PM Snack Break 3:15 PM 5:00 PM Mobile Inventory ADF to Fluid Reiteration Substitute Item impacts on Mobile Picking Chartfield Override on Mobile Adjustments Mobile Par Count and Cycle Count enhancements discussion Manufacturer / Distributor Contracts Enhancement Overview and requirements validation 6