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INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
21 years - Grants Management Experience
19 years – PeopleSoft Experience
Grants, Project Costing, Contracts, Billing, Accounts
Receivable, Commitment Control
20 Years – PeopleSoft Consulting Experience
17 Years – Specialization in Grants Management
Grants, Project Costing, Contracts, Billing, Accounts Receivable, Commitment Control
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
aRefers to the 8 regional research centersbRefers to total count of articles in the Kaiser Permanente Publications Library available at https://kpresearchpublications.kp.org/
38% Clinical trials
180Full-time research leaders
1,670Research
support staff
&
$58 MOther externally funded research
$89 MKaiser Permanente
support
$127 MFederally-funded
research
1,890Journal articles
published in 2019
19,020
Articles total since 2000b
&
Funding in 2019a
62%Other studiesa
Research Studies Underway in 2019
Research Personnela Research Publications
$274
Million2,620
Studies
Kaiser Permanente Research Fast Facts, 2019
INTERACT 2020VIRTUAL EVENT
Production Support Tickets
70%
Tickets resolved
within 2 days
99%
System Availability
93%
Tickets resolved within
21 days
39,500
Tickets Resolved (Oct 17 – Sept 18)
40,700
Tickets Opened (Oct 17 – Sept 18)
LARGEST PEOPLESOFT SINGLE-INSTANCE IN
THE HEALTHCARE INDUSTRY
FAST FACTSONELINK BY THE NUMBERSOUR DEPLOYMENTS
STANDARDIZED
ACROSS ALL OF OUR
8 REGIONS
900,000 Jobs Processed Monthly
OUR CAPABILITIES
▪ Systems Strategy
▪ Systems Implementation
▪ Governance
▪ Project Management
▪ Process Optimization
▪ Reporting and Analytics
▪ Production Support
248,000 Users
Accounts Payable
Transactions Amount
9.9 Million $24.6 Billion
Purchase Orders
Transactions Amount
4.3 Million $13.4 Billion
Expense Reports
Transactions Amount
470 K $311 Million
sPro Invoices
Invoices Amount
Approximately 12,000 employees use OneLink daily,
processing over 75 Million distinct financial,
supply chain and general support transactions
annually
257 K $789 Million
INTERACT 2020VIRTUAL EVENT
Procure to Pay (Buy 2 Pay)▪ eProcurement▪ Purchasing▪ Inventory & Cost Mgmt▪ eSupplier Portal▪ Services Procurement▪ Accounts Payable▪ eSettlements▪ Travel and Expenses▪ Sourcing & Supplier Contract Mgmt.
Record to Report▪ Treasury▪ General Ledger▪ Grants, Billing, Contracts, Receivables
Vertex (Tax)iPhone
Applications
Kofax/OCR
Vignette/AP
Processing
Atpar
Handhelds
Mobile -
Inventory
CTT, MPP
Lawson
Chartfield
Translation
Tool
Oracle -
Demantra
Demand
planning
CSOS
Pharmacy
Controlled
Substance
GRC
Gov. Risk
Compliance
Ariba
Network;
Punchout, PO
Dispatch/Acknowledgement
, einvoicing
Edge Applications
Acquire to Retire▪ Asset Management▪ Lease Management▪ Project Costing▪ Commitment Control
Fin. Data Warehouse (FDW)▪ Reporting / Analytics▪ Cognos
Other / Kaiser Custom fns.▪ POU (Point-of-Use)▪ FDA (Funds Disbursement
Authorization)
Platform Functions
INTERACT 2020VIRTUAL EVENT
About SpearMC
An Oracle Platinum Partner, we specialize in:
▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research
▪ PeopleSoft Application Support Managed Services
▪ PeopleSoft and Tools Training
▪ PeopleSoft Reseller since 2008
▪ PeopleSoft Test Framework and Test Automation
▪ PeopleSoft PUM Update and Testing as a Service
▪ Oracle Hyperion and PBCS
▪ Oracle Business Intelligence
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
SpearMC offers products and services that compliment and support Oracle applications.
▪ Labor Cost Distribution and Effort Reporting for Higher Ed and Healthcare Research
▪ Managed Services for Grants Management
▪ Grants Assessment and Strategy
▪ PeopleSoft Mobile Expenses
▪ PeopleSoft Lease Administration
▪ Oracle EPM Cloud, Business Intelligence and Hyperion Planning integration with PeopleSoft
About SpearMC
INTERACT 2020VIRTUAL EVENT
About SpearMC
INTERACT 2020VIRTUAL EVENT
During this session we will compare the major business processes and key capabilities between PS Grants and Oracle Grants Management Cloud.
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
LATEST VERSIONS AVAILABLE:
PEOPLESOFT: 9.2 / IMAGE 37 / TOOLS 8.58.06
ORACLE: 20C
COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
INTERACT 2020VIRTUAL EVENT
POLL QUESTION
WE ARE CURRENTLY USING PEOPLESOFT GRANTS MANAGEMENT:
- YES
- NO
- NO, PLANNING TO IMPLEMENT
COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
INTERACT 2020VIRTUAL EVENT
POLL QUESTION
WE ARE CURRENTLY USING ORACLE GRANTS MANAGEMENT CLOUD:
- YES
- NO
- NO, PLANNING TO IMPLEMENT
COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
INTERACT 2020VIRTUAL EVENT KP Latest PeopleSoft Version
1. PeopleTools Upgrade2. PUMs Image Upgrade3. Database Upgrade
2009
2017
2020
8.9
2019
2015
20168.55
1. PeopleTools Upgrade
PI 24
1. PUMs Image Upgrade
PI 32 - 358.57.13
2018
1. PeopleTools and Image Upgrade
PI 31
8.57.05
1. Application Upgrade
1. PeopleTools and Image Upgrade
PI 8
8.53
9.2
8.56
PI 27
INTERACT 2020VIRTUAL EVENT
COMPARISON BY BUSINESS PROCESS / KEY CAPABILITIES COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
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OVERALL COMPARISON
Capability PeopleSoft Grants Oracle Grants Management Cloud
Overall
Standardized Business Process Yes Yes
Since Source of Truth with Real
Time information
Yes Yes
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Overall
PeopleSoft’s Grants Management solution manages the full life cycle of research administration, including proposal generation, transitioning proposals into awards, award tracking, facilities and administration processing, comprehensive bill generation, and flexible financial reporting.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Overall
Oracle Grants Management Cloud allows you to manage the complete post award process, from initial funding to close out. Oracle Grants Management Cloud is built in strategic conjunction with Oracle Project Portfolio Management Cloud.
Oracle PPM Cloud Products• Oracle Project Financials Cloud• Oracle Project Contract Billing Cloud• Oracle Grants Management Cloud• Oracle Project Resource Management Cloud• Oracle Project Management Cloud• Oracle Task Management Cloud• Oracle Transactional Business Intelligence for Projects Cloud
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
Business Process
Pre-award/Proposals Yes No
Seamless Transition from Pre-
Award to Post Award
Yes Partial - create awards from predefined
templates, or using standard web services
and open interfaces
BUSINESS PROCESS: Pre-award / Proposal
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Pre-award/Proposals / Award Generation
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Pre-award/Proposals / Award Generation
You can also import awards, award projects, award funding, and other award details from third-party applications into the Awards work area by using the Import Awards macro-enabled Excel workbook template and running a few scheduled processes. The Excel template is part of the External Data Integration Services for Oracle Cloud feature.
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
Ability to define Award
demographics including type and
purpose, keywords, CFDA
numbers, terms and conditions,
attributes, etc.
Yes Yes
Ability to have one to many and
many to one funding structures
Yes Yes
BUSINESS PROCESS: Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Award / Project Setup
Award –> Project(s) –> Activity(s) -> Transactions
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Award / Project Setup
Supplemental Data functionality that allows customers to “create” new fields as neededLimited number of fields available in different formats
• Text• Date/Time• Numeric/Signed Number• Yes/No• Codes (with drop down list)
Do not need technical support to createAvailable at the Award and the Project (also Contract Header/Line)Can indicate if the field is requiredLogic can be built to display fields on the Supplemental Data page only when appropriate (e.g. when Award Type is CON)
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Award / Project Setup
FFATA Reporting: Subject to FFATA and RationaleFH Origin Date – replaces NIH Start DtType of Follow-upFHCRC Conversion created to move these values stored on the Attribute to Supplemental Data tables
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
Use the Award flexfieldin the Additional Information region to capture and track award attributes that are specific to your organization.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Award / Project Setup
Award –> Project(s) –> Task(s) -> Transactions
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
Indirect Overhead/Burdening
including Rate Adjustments
Yes – F&A and Rate Set/Rate Plans
(also Retroactive F&A and Variance
Pricing)
Yes – Burden Schedule, can recalculate
burden
Soft and hard stops on
transactions
Yes – Commitment Control Yes – Budgetary Control
BUSINESS PROCESS: Expense Monitoring with Indirect Overhead/Burdening
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Expense Monitoring with Indirect Overhead/Burdening
Control Options:• Control• Tracking with Budget• Track without Budget• Control Initial Document
Tolerances
Dates
Status
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Expense Monitoring with Indirect Overhead/Burdening
Indirect Cost
• Automatically apply and report on indirect cost
• Calculate, apply, adjust, account, and invoice indirect costs at institution, department, or award-specific rates
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Expense Monitoring with Indirect Overhead/Burdening
Control level:• Absolute: Stops transaction processing if there are
insufficient funds after the tolerance.• Advisory: Provides a warning if there are insufficient
funds after the tolerance.• Track: Provides no notifications or warnings about
insufficient funds. This control level is used to report on funds consumption with no impact on the transaction lifecycle.
• None: Provides no budgetary control validation. Funds aren't reserved and transactions aren't tracked. This control level is often used with supplemental rules.
Tolerance: The acceptable amount or percentage over the budget amount. A warning appears when the tolerance is exceeded.Override: An option to continue if budgetary control fails due to insufficient funds based on funds available by period and account, or because the budget period is closed.Supplemental rules: Exceptions to the control level and tolerance settings.
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
System Invoicing and Letter of
Credit
Yes Yes
System Revenue Recognition Yes Yes
Collections Yes Yes
Award Close Out Yes Yes
Other Integrations:
Capitalize Projects
Yes Yes
BUSINESS PROCESS: Billing and Revenue Recognition
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Billing and Revenue Recognition
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BUSINESS PROCESS: PeopleSoft Billing and Revenue Recognition
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BUSINESS PROCESS: Oracle Billing and Revenue Recognition
Grants Billing
• Bill using a letter of credit or standard invoice format
• Predefined SF270 format• Additional sponsor invoice formats can
be configured in BI Publisher.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Billing and Revenue Recognition
Revenue
• Recognize revenue based on multiple methods such as incurred, as-billed and milestone
• Review summary revenue by contract/award and project
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Billing and Revenue Recognition
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Billing and Revenue Recognition
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
Social and Analytics/Visualization
and other reporting
Yes – Pivot Grids, Fluid Tiles with
Project Team, Kibana
Yes –Delivered visualizations and analytics,
Oracle BI, Oracle Social Network
Exception Management Yes – WorkCenters, Alert and
Notifications
Yes - Extensible work areas and watch lists
alert users to items requiring their
attention, while providing quick and easy
access to all relevant information about
awards, costs, revenue and invoices when
those details are required.
BUSINESS PROCESS: Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
Grants WorkCenter is designed to help grant users quickly identify and act to resolve key process exceptions across grants post award functions so that grants in need of
attention can be quickly spotlighted and addressed.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
Developed to provide Project Managers/PIs, departments, and grants support staff insight into awards.
▪ View high level and detail level Award and Project information including demographic and budget status information
▪ View detailed transactions▪ View summary and detailed personnel
costs▪ Provide security access by PI, Division,
Award or Project▪ Specialized search functions provided
for Award Summary, Project Summary and Personnel Cost Summary
Grants Portal
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Reporting
▪ Kibana▪ Beginning in PeopleTools
8.58, Kibana is a reporting and analytics tool that enables customers to build fast performing visualizations.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Reporting
▪ View Important Dates▪ Projects Ending▪ Draft Awards – Awards validated but
the related contract is not active▪ Certifications Expiring▪ P.I. Assignment Ending
▪ Award Project Graph: ▪ Name & Budget Amount▪ Total time vs Amount Spent▪ Overspending highlighted in red▪ Hover or drill to get more
information about the award
▪ Unallocated Funding Amount▪ Drill to complete
allocation
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Reporting
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Reporting
▪ Social Link▪ Use the Social link in the awards
work area to have conversations with award stake holders on award-related issues.
▪ Conversations are online discussions that include messages, comments, and documents. The conversation participants give their views, provide information, and upload documents. Information is shared as if everyone were working together in the same room.
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
Workflow Yes – Approval Framework (proposal,
billing, can create custom)
Yes
BUSINESS PROCESS: Workflow
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: PeopleSoft Workflow
Grants Specific Workflows▪ Proposal Component Approval Process
(Worklist/E-mail)*▪ Proposal Status Notification (E-mail)▪ Protocol Approval (Worklist/E-mail)**▪ Protocol Notification (E-mail)▪ Protocol Batch Notification (E-mail)▪ Milestone Notification (E-mail)
Related Workflows▪ Requisition/PO/Voucher Approval▪ Expense Reports▪ Invoice Approval▪ AF Workflows with Custom Pages/Processes
*In Image 31, the Grants proposal approvals were enhanced to use the Approval Workflow Engine (AWE). It is available from the Fluid Approvals tile.**Note: The Grants Protocol Approval Workflow feature is no longer supported in PeopleSoft FSCM image 31.
INTERACT 2020VIRTUAL EVENT
BUSINESS PROCESS: Oracle Workflow
Workflows in Oracle Project Portfolio Management Cloud
Depending on the Workflow, the workflow notification may include:
• Approve or Reject • Non-action
(Information Only)
▪ Project Status Change
▪ Invoice Approval
▪ Task Notification
▪ Financial Plan Version Approval
▪ Expenditure Item Adjustment
▪ Expenditure Item Adjustment Request Notification
▪ Project Manager Daily Digest
▪ Project Enterprise Resource Availability Change
▪ Change Orders Notification
▪ Deliverable Notification
▪ Issue Notification
▪ Issue Action Items
▪ Adjusted Resource Assignment Schedule Notification
▪ Adjusted Resource Assignment Schedule Notification
▪ Resource Staffing Option
▪ Resource To Date
▪ Request Proposed Resource Approval
▪ Proposed Resource Approval or Rejection Notification
▪ Submitted Resource Request Notification
▪ Assignment Adjustment Approval
INTERACT 2020VIRTUAL EVENT
Capability PeopleSoft Grants Oracle Grants Management Cloud
User Experience Delivered UX toolkit, Approvals and
Key grants pages Fluid enabled
Consistent with other Oracle Cloud
applications
Continual Enhancements Pull Push
Infrastructure Options for On Prem or Cloud
infrastructure providers
N/A (Cloud only)
Extensions PeopleTools Framework Oracle Platform as a Service
Vendor support My Oracle Support My Oracle Support
Backend Data Management Client maintained My Oracle Support
BUSINESS PROCESS: Support and Usability
INTERACT 2020VIRTUAL EVENT
SUMMARY
WHAT KP THINKS IS GREAT ABOUT PEOPLESOFT GRANTSWHAT SPEARMC THINKS ABOUT ORACLE CLOUD GRANTS MANAGEMENT
COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
INTERACT 2020VIRTUAL EVENT
What KP thinks is great about PeopleSoft Grants
1. Integrated solution that allows Federal and Non-Federal Grants Management Life Cycle, Internal and External Reporting, Security and Sox Compliance
2. Release of New Futures via PUMS Images, up to each organization on the Implementation Schedule
3. Allows organization to standardize Grants processes across regions where possible
4. Flexible configuration for a large organization where each Grants region may have a unique setup and state requirements
5. Ability to customize when configuration doesn’t allow to address a requirement
6. Delivered interfaces with some 3rd party systems
INTERACT 2020VIRTUAL EVENT
What SpearMC thinks is great about Oracle Cloud Grants
1. Integrated post award solution that provides a standardized, single source of truth
2. Delivered visualizations and analytics3. Automatic push of releases (with ability to enable or disable new features)4. Flexible configuration to allow managing and reporting on various types of
grants and sponsor requirements5. Built in controls and exception processing6. Accessible from any device
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CONCLUDING THOUGHTS COMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
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Q&ACOMPARING PEOPLESOFT GRANTS MANAGEMENT TO ORACLE GRANTS MANAGEMENT CLOUD
INTERACT 2020VIRTUAL EVENT
INTERACT 2020VIRTUAL EVENT
Other SpearMC presentations
PeopleSoft
Managed Services
powered by Jira for
Regional
Healthcare Systems
Utilizing delivered
Approval
Framework for
custom processes
Comparing
PeopleSoft Grants
Management to
Oracle Grants
Management Cloud
INTERACT 2020VIRTUAL EVENT
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