cpe qualified sessions - amazon s3€¦ · (cloud/onprem) know the full extent of your support...

SessionID

Tracks Title Abstract Objective 1 Objective 2 Objective 3 Company

100010 Financial Management, Procurement (SRM)

PeopleSoft Support - Support with Continuous Improvement

This session will show you how to support the PeopleSoft Supply Chain and Financials modules and how they should be working together to maximize the business value across teams. After implementing, if not properly supported and maintained, modules become out of sync with each other, data does not flow efficiently and old functionality becomes stale. This session is about support for continuous improvement. We will introduce you to our PeopleSoft Playbook which identifies key metrics to ensure that your entire PeopleSoft system is operating at peak health. These key metrics give you insight into your system so you can make important decisions – such as do we need to change business process? Are our vendors the right partners for us? Is there a way to process more efficiently? Are we configured correctly? Are we using the right functionality? And many more…

What is PeopleSoft Support How to Stabilize and Automate How to Continually Improve Meyer Consulting Group, LLC.

100020 Applicable to All Hennepin County's Fluid Story

In fall of 2017, Hennepin County implemented Tools 8.55 and Fluid. This session will focus on phase 1 of Hennepin County's Fluid implementation, with a particular focus on Homepages, Tiles and Navigation Collections. Learn about how they gained user acceptance of their design, and the development/configuration of Homepages, Tiles and Navigation Collections in a portal environment with FSCM, HCM and ELM.

To gain an understanding of the work effort required to upgrade to Tools 8.55 and Fluid for an organization that uses Portal, HCM, ELM, and FSCM.

Learn how Hennepin County designed and developed several homepages, tiles and navigation collections. What best practices did they follow, how they used PHIRE to migrate their changes, and the importance of understanding your security roles.

Hennepin County's lessons learned and how this resulted in a Portal/Fluid Governance team.

Hennepin County

100100 Financial Management General Ledger Roundtable

The PeopleSoft General Ledger SIG aims to facilitate the understanding of current GL functionality, have a direct voice to PeopleSoft for future product enhancements and provide a network to the GL SIG members.

This is our SIG meeting roundtable.

Address 9.2 successes, issues, and new functionality

Solicit enhancement requests for the general ledger.

Open Discussion (allocations, foreign ledgers, etc.)

Boise Cascade Company

100220 Applicable to All PeopleSoft 9.2 – A Complete Package and a Game Changer

With PeopleSoft 9.2 and its three main pillars - PeopleSoft Fluid UI, Elastic Search and Selective Adoption, customers are king now and virtually have the enhanced user experience, Modern and Intuitive UI, greater flexibility with less cost. In this session we will talk about how one can use these three golden features to build a perfect PeopleSoft application.

How three main pillars - PeopleSoft Fluid UI, Elastic Search and Selective Adoption can be used together to build an effective application.

How this helps the PeopleSoft development team in designing and implementing various solutions.

How the user experience can be enhanced using these features and combine implementation.

Birlasoft, Inc.

100250 Applicable to All, Tools and Technology

PeopleSoft Classic Plus – A Time Saver and Experience Enhancer

In this session we will discuss How Peopletools 8.56 and Classic Plus feature will help organizations tremendously who wants a new and Modern UI for PeopleSoft but not able to put effort and time to convert their customized pages to Fluid. We will see that with this feature, how organizations can shift to a modern and intuitive UI in a very short span of time.

How organizations can shift to a modern and intuitive UI using this feature?

What is required to turn on this feature and how to plan it?

How a user experience can be enhanced to a new level using this feature?

Birlasoft, Inc.

100280 Applicable to All Reducing SR Creation & Management - Maximizing My Oracle Support (Cloud/OnPrem)

Know the full extent of your support investment. Enable your entire staff to remain notified, connected and technically sharp. This session covers My Oracle Support best practices, tips, tools, resources and efficiencies that will turn up the productivity of your team. Bring your laptop and follow the demo towards reducing Service Request management.

Configure Proactive Alerts and Notifications from Support

Customize the MOS Dashboard for Proactive Knowledge and Events

Learn effective research using our Knowledge Base and Information Centers

Oracle Corp.

100290 Applicable to All From Flat Reporting to Online Analytics with Drill Down Capabilities

This presentation will provide insight into how to go from flat reporting with scheduled rapidly and on-demand queries over to real-time reporting with online PeopleSoft Analytics with drill-down capabilities utilizing dashboards, pivot grids, simplified analytics, and the Fluid UI.

Provides a detailed plan on how to engage with your business users to identify the right reports and opportunities for online analytics.

Provide best practices and key tips for creating online analytics dashboards that empower your users, line of business and executives

Velocity Technology Solutions, Inc.

CPE Qualified Sessions

SessionID


100300 Financial Management, Tools and Technology

Utilizing Fluid Approvals for Travel and Expense Approvals.

This demonstration highlights on how Houston Methodist Hospital best utilized Fluid Approvals using Page Composer and Developer Registration tool, to bring all the needed information for Travel and Expense Approvals. This enhanced Approval user experience on the new Fluid User Interface technology.

How to bring over all the much needed information into Travel and Expense Approvals, using Page Composer and Developer Registration Tool, with a minimal/no customizations and without compromising on the functionality.

Simplistic approach for migration for moving the configuration changes between environments.

Share challenges faced during this implementation, and lessons learned.

Houston Methodist

100320 Maintenance PeopleSoft Maintenance Management SIG Meeting

Are you interested in Maintenance Management and collaborating on the tools available in PeopleSoft that aid in Asset Lifecycle Management (ALM)? Join us for an Interact Huddle on Maintenance Management and ALM to compare challenges, share solutions, and network with other Quest members. We will discuss items like education, new functionality and enhancements.We look forward to you joining our user SIG meeting!

ALM to compare challenges, share solutions

Network with other Quest members

Intermountain Healthcare

100740 Applicable to All, Human Capital Management

The Main Event (Mapping) - Extending vs. Customizing PeopleSoft

Explore common uses and learn techniques for leveraging Event Mapping - a delivered capability that allows you to extend delivered applications with PeopleCode through configuration, rather than customization.We will examine how Sandia National Labs has used Event Mapping to minimalize the customization footprint. Topics such as extending Page Composer and Fluid Forms, injecting navigation, and Event Mapping management will be discussed.

Explore an implementation of Event Mapping in delivered Fluid Components

Encourage thoughtful development and extension rather than customization

Sandia National Laboratories

100770 Financial Management Stop EXERTing Energy and CONVERT to ALERTS!

I will provide detailed alert framework configuration steps and screenshots from start to finish using one of our alerts. The alert example will be when certain accounts are used in journal entries. The email will alert the staff responsible for capital budgeting that there is something that they need to investigate.

I will provide detailed alert framework configuration screen shots from start to finish.

I will provide three alert examples.

Art Institute of Chicago

100800 Financial Management Asset Management Roundtable

Interested in learning how other organizations approach complex asset management business process requirements? Join us for a roundtable discussion with an Oracle strategist surrounding asset management. We’ll explore opportunities for solving pain points and process improvements using delivered functionality. This session will also serve as the AM SiG meeting.

Have an open discussion around pain points companies might be experiencing surrounding functionality as it relates to asset management.

Provide feedback to Oracle strategist surrounding how companies are using the product.


100810 Enterprise Service Automation (Projects)

Project Costing Roundtable

Interested in learning how other organizations approach complex project costing business process requirements? Join us for a roundtable discussion with an Oracle strategist surrounding asset management. We’ll explore opportunities for process improvements using delivered functionality. This session will also serve as the PC SIG meeting.

Have an open discussion around pain points companies might be experiencing surrounding functionality as it relates to project costing.

Provide feedback to Oracle strategist surrounding how companies are using the product.


100830 Financial Management PeopleSoft Fluid Functionality in Accounts Receivable and Billing

Presentation and demo of Fluid features within Accounts Receivable and Billing modules - Fluid Workcenter, Analyze Billing Operations, Simplified Analytics, Credit to Cash Operations, Write-Offs Approvals.

Present and overview of Fluid Features within Accounts Receivable and Billing modules

Demonstrate the Fluid Features within Billing and AR modules

Astute Business Solutions

SessionID



Drilling URLs and Querying from Excel

Have you ever wanted to: Run PeopleSoft queries from Excel? Onboard new users by simply handing them a workbook so they can use as a front end to run the most common queries? Wanted to have, in Excel, 15 versions of your favorite query pre-populated for the 15 cost centers you repeatedly research every month? This session will show you how- and with no VBA knowledge or additional software required! With basic Excel functions and some creative thinking Awith PeopleSoft’s delivered Drilling URL functionality, you too can have a tool that will make even the most inexperienced user comfortable researching with queries. You will learn how to build Drilling URLs and how to leverage these to create a front end for Query Manager within an Excel workbook. Complete with examples, demos, step-by-step instructions, and tips and tricks. For the past five years, over three hundred users have found this tool to be a staple of their daily interactions with PeopleSoft. Attend this session to see how!

Demonstrate how to intuitively run queries from Excel.

Demonstrate how to use PeopleSoft’s Drilling URL functionality.

Alliance Data

100850 Applicable to All The Little Engine that Can! The PeopleSoft Forms and Approval Builder

PeopleSoft introduced the Forms and Approval Builder to much fanfare. However, there were some glaring deficits in functionality that didn't allow for real-world transactions. That's now changed with recent updates. The introduction of new and updated tools will enable users to easily build more complex forms and approvals processes, including the ability to easily apply business rules and validations to any PeopleSoft page, all without PeopleTools.

Learn both the basics and advanced steps to creating Usable PeopleSoft forms via demonstrations. We'll create complex real world forms that all PeopleSoft users can use.

See how forms can be setup to include validations, messages and specific form rules logic with the PeopleCode Smart Rules Engine.

PS WebSolution, Inc.

100920 Financial Management Financials: PeopleSoft Billing and Accounts Receivable Roundtable Discussion

Roundtable discussion for PeopleSoft Billing and AR users. Learn how others have implemented and are using PeopleSoft functionality to streamline their Billing and AR operations. The discussion will focus on best practices, tips and tricks- so bring your knowledge and/or questions!

Facilitate open discussion for PeopleSoft Billing and AR community to discuss ideas.

Bring best pratices to light University of Minnesota

100930 Applicable to All Implementing PeopleSoft Test Framework

The presentation will be about PeopleSoft Test Framework, a review of what PTF is, the reasons for implementing and using PTF and a case study of an implementation of PTF at the University of Georgia.

Review the compelling reasons to install and use PeopleSoft Test Framework.

Discuss the steps to having a successful experience with PTF

Discuss the experience of installing PTF at the University of Georgia during a major implementation of PeopleSoft FIN and HCM as well as other products.

Sierra-Cedar, Inc.

100940 Applicable to All Implementing PTF as Part of Selective Adoption in large ERP implementation.

Using the Selective Adoption process is vital for organizations to keep PeopleSoft current. PTF (PeopleSoft Test Framework) is one tool you need to use to reduce test time and test errors during the process. This session will present a case study about implementing and using PTF for a very large ERP deployments at the University of Georgia and Navy Federal Credit Union. We will discuss our test strategy, test cycles and the business case of developing reusable test cases for our long-term strategy of keeping current with PeopleSoft. On the technical side, we will review how to use the delivered toolset to minimize the effort and time involved to get the maximum benefit of PTF for using the Selective Adoption process. We are working with the University of Georgia to co-present this talk.

Show the business case of how valuable PTF is to an update/implementation of PeopleSoft and how PTF fits in with the overall testing strategy and with the Selective Adoption process. This process is vital to keeping current with updates.

Review the strengths and weaknesses of PTF to help understand where it should or should not be used.

Provide tips, leading practices and lessons learned from using PTF including optimization tools

Sierra-Cedar, Inc.


How to Improve You Image (Continuously Improve your PUM Image Application Process)

Improve your image - both your PUM Image Application Process and your image with customers after a speedy and successful implementation. Learn how the University of Minnesota's PeopleSoft Administrators and Application Development teams manage Images. See and hear how their techniques have refined their image application process.

Tools and techniques demonstrated will be available for download after the session. Complete presentation available upon request.

Explain PUM and Image organization in a way that can be understood by the concerned functional member (assuage their fears) and is beneficial for technical staff. Everyone should learn something.

Impact analysis techniques. How to organize objects to help understand the impact and estimate time. Never leave on object behind! Don't freeze out your customers! Continue in-flight work while you apply an image.

Modifications are not a bad idea. Retrofits can be fun - not frustrating. I will discuss retrofit techniques - how to identify all retrofits and quickly and completely apply the retrofits. I have developed tools that go way beyond compare reports.

University of Minnesota

100960 Financial Management PeopleSoft Billing & Accounts Receivable SIG Meeting

PeopleSoft Billing and Accounts Receivables SIG Meeting - IDEAS Topics.

Billing & AR IDEAS Topics that were 'DELIVERED'

Billing & AR IDEAS Topics that are 'IN PROGRESS', 'UNDER REVIEW' or 'FOR FUTURE CONSIDERATION'

Billing & AR IDEAS Topics that are 'ACTIVE'

University of Central Florida

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101010 Procurement (SRM) Procurement Contracts - Creation and Benefits - PeopleSoft 9.2

Using procurement contracts will save you time and money. This process will put controls in place, provide valuable notifications and communicate effectively with suppliers. Buyers will not have to create new PO's for each release or requisition when using the Single PO option. This will also reduce ME's with the receiving and A/P process.

By establishing procurement contracts with your suppliers, you will be able to lock in pricing, limit spend thresholds, and define a timeframe for the agreement.

By setting contract threshold values, you can receive system notifications when a defined % of spend is met or "X" days before expiration is reached.

Roush Enterprises

101030 Financial Management Recording Pre-Authorized ACHDR through AP (Tax Payments, USPS, etc.)

PeopleSoft Financials 9.2 Pre-Authorized ACH Bank Debits (like tax payments, insurance payments, USPS bulk mail, online services, etc.) are generally not recorded through AP. These types of payments are made online, outside the purchasing and AP process. However, vendor payment history, audit tracking and 1099's can be made available by utilizing the AP Vouchering system to record these types of direct debit payments. The main benefit of recording these payments within the AP system is that the Bank Reconciliation process will be faster and more seamless. This session will cover the overall concepts of bank reconciliation pain points, system setup requirements, user security, general process flow and business impact.

Auto Reconciliation of ACH Bank Transactions initiated outside PeopleSoft AP Module

Capturing online vendor payment history

1099 processing for online service vendors.

Cherokee Nation Businesses

101050 Procurement (SRM), Supply Chain Management

Quest SCM SIG Meeting and PeopleSoft Suply Chain Management Open Discussion

Introduction of Quest SCM SIG group, purpose/function of this group, and open discussion on PeopleSoft Supply Chain Management topics of interest. The SCM group covers such areas as Inventory Management, Purchasing, Shipping/Receiving, Order Management and Manufacturing. This is the perfect opportunity for our members to raise questions, share knowledge and help steer the PeopleSoft strategy group.

Open discussion of SCM related topics as part of the overall PeopleSoft experience.

Provide a platform to share your implementation / upgrade success stories. And to offer advice to others facing SCM issues.

Opportunity to present possible initiatives regarding the continued growth and development of the PeopleSoft Supply Chain modules to the PeopleSoft Product Strategy team.

Roush Enterprises

101070 Financial Management Financials PUG Meeting The Financials PUG meeting will provide a networking opportunity for all Financial users at this SIG Meeting.

Overview of PUG Networking TBD Art Institute of Chicago

101080 Maintenance Maintenance Management Technician Workbench Mass Time Entry

Today's maintenance technician’s busy schedules are leaving less time for computer system data input. This presentation will discuss how Intermountain Healthcare has implemented new functionality to enhance the user experience on the PeopleSoft technician workbench. This new functionality includes adding actual hours and resources directly on the workbench without the need for a timesheet. We will walk through the functional design and provide a demo and discuss our implementation strategy.

We will walk through the functional design

Provide a demo and discuss our implementation strategy.


101110 Financial Management PeopleSoft Expenses: Leveraging PeopleSoft HR and Expense to maximize your investment

The presentation dives into the struggles, strategies and solutions around automating the updating of credit card information and terminations.

The presentation explores the communication and integration points between Westar Energy, U.S. Bank and PeopleSoft. The presentation focuses on automation of credit card activations, credit limits, active dates and terminations. Additionally, the presentation provides real life examples that highlight workflows and benefits gained.

Achieving Our Vision: Automation of Credit Card Updates and Terminations

Increase Productivity, Reliability and Performance

Adhere to SOX compliance Westar Energy

101130 Financial Management Billing and Accounts Receivable 101

Introduction to fundamentals and use for the following will be provided:1. The Billing Module as a stand-alone for Non Sponsored related Billing Business.2. The Accounts Receivable Module for both Sponsored and Non Sponsored business.

(This is similar to the Alliance 2017 Billing and Accounts Receivables 101 presentation given by Michelle Kevelin from U of MN, Urvi Patel from Emory U and David Driesbach from FL Intl U.)

Discuss how configuration choices drive functionality and what is seen on individual pages.


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Migrating PeopleSoft to Oracle Cloud Infrastructure

This session builds upon the PSFT on OCI presentation delivered at Collaborate 2018 and Oracle Open World 2017.

Organizations face comprehensive technical and business challenges in assessing, selecting, and deploying various cloud strategies for their PeopleSoft applications.

This session covers our experience with a current PeopleSoft customer. We will explain how we planned for the migration to Oracle Cloud Infrastructure. We will discuss best practices from a planning, architecture and execution standpoint. Best Practices co-developed by SpearMC and Oracle to “lift and shift” on-prem customers to the cloud.

By the end of the session attendees will have a better understanding of the cloud adoption process and how determine an organizations “cloud readiness.”

Best practices for planning, architecture and execution standpoint.

How to determine “cloud readiness” and Is the cloud right for my organization?

SpearMC

101190 Applicable to All Powerful PeopleSoft Composite & Connected Query

In this presentation, you will learn the powerful features of PeopleSoft Connected and Composite Query. Using either of these tools, you can create complex query reports not allowed using standard PS Query Manager. This session will provide an overview of the pros and cons of each along with real-world examples, tips and tricks to expand your PeopleSoft report writing skills to a new level.

Learn about powerful features and advantages of PS Connected Query.

Explore a new level of working with queries.

Find out how you can create complex reports all by yourself.

SpearMC

101230 Applicable to All Hackensack Meridian Healthcare successfully adopts PTF

Hackensack Meridian Health realized significant time and cost benefits by adopting PeopleSoft Test Automation. SpearMC delivered PTF automation for six modules across PeopleSoft Financials and Supply Chain (FSCM) for their 9.2 application testing with PUM updates. They automated standard business processes to reduce testing time leading to faster burndown, reduce cross-modular dependencies and better reporting.

We discuss case study to turn PTF Plans into Action:• SpearMC to provide assessment and automation strategy• Discuss our approach to training HMH team• Developed PTF prototype• Developed regression suite consisting of PTF shells and PTF tests

How we overcame Challenges Presented• Test Coverage: Limited resources and time, limited coverage• Testing Accuracy: Challenging to ensure accurate test results• Test Documentation Overhead: Tons of Excels based Manual Scripts and test data

Proposed PTF Solution• Assess and Identify Scope of Test Automation• Working with HMM team to develop PeopleSoft Test Framework for all in scope end to end business process• PeopleSoft Test Framework On- Site training

SpearMC Consulting

101240 Applicable to All Mash Up of PeopleSoft Tools for Reporting

A combination (mashup) of PeopleSoft Tools application engine, custom table, query, pagelet and pivot grid allowed us to work around various limitations to pull together workflow approvals statuses across various workflows including journals, requisition, purchase orders and vouchers all in one near real-time report. This reporting approach won a PeopleSoft Innovator award.

Show how Application Engine allows you to pull together data from four different transaction and workflow set of tables and at the same time calculate a status (current, coming due or past due) plus pull in user, department and supervisor data.

The pivot grid chart gives a easy to understand presentation of the data with the capability to drill into detailed values and also download the data all from one pivot grids for all four workflow approvals.

The use of an Application Engine process to populate the custom table used for reporting allows the AE job to be executed as often as needed for close to real time reporting.

Kansas City Power & Light


Grants 101 Introduction to the fundamentals of using grants, oroject and contracts to manage sponsored related business. The presentation will cover the basics of configuration, proposal management, contract set up and billing functions. Helpful tips and tricks will also be provided for oversight of the Grants Management process.

Provide those new to the PeopleSoft Grants Suite helpful information to get started in the decision making process

Provide helpful tools, tips and tricks for the oversight and management of Grants

Provide an overview of how data flows through Grants, Projects, Contracts and Billing.


101280 Financial Management Configuring and Using General Ledger Reconciliation for a More Efficient Close Process

Susan G. Komen is a non-profit organization operating under a federated business model in which the parent organization (HQ) and the subsidiaries (Affiliates) each operate as independent businesses with a distinct governing body, offices, personnel, suppliers, operating bank accounts, etc. However, for audit and tax reporting purposes, Headquarters and Affiliates consolidate financials and file a group return. General Ledger reconciliation is a versatile tool to manage the reconciliation process, ensure supporting documentation is available and errors get addressed in a timely manner in preparation for audited financials.

Share with user group how to set up general ledger reconciliation for a faster more effective close.

Demonstrate has configured general ledger reconciliation and share lessons learned for any organizations that are about to embark down the general ledger reconciliation path.

Susan G Komen

101290 Financial Management PeopleSoft Financials Focused Networking

We attend these conferences to network, but sometimes that is difficult when sessions are focused on single topics. This session is intended to start conversations around the PeopleSoft Financials modules. Bring in your tough to handle questions or issues you are having with your modules and see if anyone in the room has insight into how they are handling the same topic.

Bring ideas to the table to discuss, and see if anyone else is handling that or maybe bounce ideas off each other as to how it can be handled

Meet others with the same modules you have and share contact information so you can continue to network outside the focused conference.

I wanted to model a session after our popular regional users group session. The succcess of the session will depend on the willingness of attendees to share their struggles as well as their solutions.

BECU

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101300 Procurement (SRM) Contract Lifecycle Management - Onboarding New Departments to Supplier Contracts

Since implementing the Supplier Contract module Intermountain Healthcare has continued its journey by onboarding new departments, such as payer contracting and privacy, to the tool. We will discuss the process / Journey how we were able to onboard these two groups.

Teach other companies how to on board contracting departments on their own.

What it takes and questions to ask each contract entity to get the project going.


101310 Applicable to All Got UPK? Now What? Oracle recently announced that Premier Support would be ending for the platform in 2019. We have also heard that there will be no more development on the tool past service pack 5 release (12.1.0.5). We here at JOLT were very disappointed to hear this as we love UPK!

We have conducted an extensive amount of research in finding viable replacements. Fear not, there are options for a smooth transition! In this session, we will present the current UPK landscape, provide an overview and demo of other platforms and show how easy it is to migrate your existing UPK assets. Thus, allowing you to maintain all of the things that UPK did so well while adding additional features with less IT involvement!

Discuss the current UPK landscape and challenges when considering a transition

Provide an overview and demonstrations of alternate platforms

Show how existing UPK content can be migrated to a new platform

JOLT Advantage Group

101360 Financial Management PeopleSoft Treasury SIG Meeting

PeopleSoft Treasury SIG Meeting - Collaboration among PeopleSoft Treasury users. Join us for this Quest SIG meeting!

Discuss challenges, best practices, and lessons learned with other customers who are leveraging the product

Discuss upcoming events and potential webinars

Small group breakout sessions on common topics of interest

Wells Fargo Bank, N.A.


Paving our way for Continuous Improvement thru Selective Adoption in FSCM 9.2

At Alaska Airlines we are the in the process of upgrading FSCM application to 9.2. Along with this project, we are laying the foundation to make the best use of the continuous delivery and selective adoption capabilities of 9.2 application platform.In this session, we share our experiences about:- Defining a strategy for FSCM 9.2 application maintenance.- Approaching 'Upgrade as just the beginning' - Using project activities as preparatory steps of building long-term reusable assets.- Customization Repository.- Test Case Library.- Establishing and internal stakeholder engagement model with an eye for the future.- Encouraging active participation in feature selection, requirements and testing.

Post upgrade application maintenance strategy

Continuous delivery and selective adoption

Enhanced user engagement Alaska Air Group

101380 Maintenance Maintenance Management

This session we will discuss the Maintenance Management module of PeopleSoft 9.2 and how it is being utilized currently in Adventist Health System. We will also go over Fluid's new Mobile Technician and Asset Tracking components.

Overview of the Maintenance Management Module

Mobile Technician Asset Tracking Adventist Health System

101390 Procurement (SRM) Supplier Contract Management Lessons Learned & Adobe Sign Integration

Vanessa Van Orden from Hennepin County and Sam Crawford from Graviton Consulting will detail the lessons learned from the recent rollout of Supplier Contract Management at Hennepin County, MN. Additionally, they will cover advanced tips and tricks that can be accomplished using the delivered integration with Adobe Sign as well as cover some customizations made to the system.

Present an overview of the SCM, the reasons for implementation at Hennepin County

Outline the outcomes and lessons learned at Hennepin County during the implementation and cover some customizations that were made to make the system more user friendly.

Detail and demonstrate some advanced tips and tricks that can be used with the delivered Adobe Sign integration

Hennepin County

101400 Financial Management Implementing Interunit Billing in Multi-Company Corporate Shared Service Environment

Susan G. Komen Foundation is a non-profit organization operating under a federated business model where the Headquarters corporation's Accounting Department creates all billing invoices and accounts payable vouchers between it and its eighty-five semi-autonomous Affiliate corporations. Implementing Interunit Billing automates corresponding accounts payable vouchers and thereby eliminates manual voucher entry and errors, and also ensures there are no corresponding missing vouchers.

Demonstrate and discuss the how to configure Interunit Billing, the process flow and benefits

Discuss the shortcoming we found and how Susan G Komen approached customizations eliminated these with only minor modifications to delivered code.

Susan G Komen

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101440 Applicable to All The PeopleSoft Reporting Time-Saver

Are you tired of the manual downloading, extracting, and re-keying in your financial reporting? Would you like an automated process that empowers users to build their own reports- giving back more time for planning and analysis?Join us to discover how other PeopleSoft users such as The Finish Line, Inc., Shari's Management Corporation, and UDR, Inc. have gained advanced ad hoc reporting capability. They were able to significantly increase timeliness, efficiency, and accuracy in their reporting operations without leaving Excel. You can too!

Find out how to save approximately 300 hours (or more!) on your reporting

Learn how to empower the finance team to create their own reports with less reliance on IT

Global Software, Inc.

101470 Applicable to All Automate and accelerate PeopleSoft Testing - Customer case study by AARP

Automate and accelerate PeopleSoft applications testing with PeopleSoft Test Framework.

Learn how PUM regression testing can be carried out in less than a week reducing timelines and cost with a customer case study.

Learn how the Customer reaped great benefits by automating the PeopleSoft Testing process with reduced timelines and cost. Understand what made the Customer implement Test automation across all pillars.

Learn why and how to automate your PeopleSoft testing in just about 8 weeks end-to-end.


101480 Applicable to All Lift & Shift (Move and Improve) PeopleSoft to Oracle Cloud - Learn and understand from the Customer

Learn from a customer success story on how they moved their PeopleSoft to Oracle Cloud and saved cost and time. A detailed case study on Lift & Shift to Oracle Cloud.

Learn from the Customer their Success story on they moved their PeopleSoft to Oracle Cloud and saved cost and time.

Learn the process of Lifting & Shifting your PeopleSoft application to Cloud and understand how to come up with a strategy and plan the move to Cloud.



A Lean Cheat-Sheet for PeopleSoft GL Reporting

If your company is running Lean (or a similar process) optimization projects, join us to see how our General Ledger reporting tools have helped thousands of customers achieve their goals. We will review the different stages of financial report creation, distribution, and analyzing using the Lean Six-Sigma eight wastes framework to identify the areas where our tools can streamline your processes. The presentation will be a combination of the Lean concept using customer case studies and live demonstrations to illustrate the changes your finance team can benefit from.

Learn about the Lean 6-sigma approach to reducing waste and streamlining your financial processes.

Learn about the GL Wand for PeopleSoft solution including new features released in April.

Walk away with a framework that you can apply to accelerating your financial close reporting process.

Excel4apps

101590 Financial Management Billing Spreadsheet Interface

PeopleSoft Financials 9.2; Cherokee Nation Businesses currently has nine business units that accept coupons. The coupons are then forwarded to the corporate office to be billed back to the supplier for reimbursement. Prior to our upgrade from PeopleSoft 9.0 to 9.2 these coupons were entered into billing manually. There are at least sixteen suppliers that are billed. The invoice could be up to eleven lines depending on the denomination of the coupon. The manual process has been eliminated by the billing team executing macros in an excel spreadsheet to an interface workbook. They run Billing (BIIF0001) and finalize and print. This process previously took at least four to five hours to complete. Now it takes less than an hour.

Taking the manual process out of creating invoices for multiple business units

Reducing labor and time Less errors copying data rather than manual entry

Cherokee Nation Businesses


Leveraging Payment Request - Empowering End Users

PeopleSoft 9.2 introduced Payment Request feature in image 6.Payment Request has seen marked improvements over time as new features continue to be released by Oracle. The feature has enabled Accounts Payable department to focus their efforts on addressing high-value low volume invoices while putting the onus and responsibility of low-value high volume invoices onto the end users.

This has helped organizations on various fronts:Shift in responsibility from Accounts Payable team to the end users

End users are responsible for invoice accuracy and timely keying of invoices

Multiple ways of keying the payment request (desktop/laptop/tablet/phone)Ability to approve Payment Request using multiple modes (desktop/laptop/tablet/phone)

Hexaware Technologies, Inc.

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101640 Applicable to All Enhance Testing Experience Through PeopleSoft Test Framework

PeopleSoft Test Framework helps in automating functional testing, and it also helps in executing more test cases with greater accuracy in a short period. PeopleSoft Test Framework works by replicating the actions of a single user performing functional tests against the PeopleSoft browser-based application. Users can record manual test procedures and save them within the framework. After an application upgrade or patch, the tests can be executed against the application to verify whether the application still behaves as expected.

The customer has experienced 30% reduction in testing effort using PTF.

PTF Overview and Creating and Executing Tests,Functional usage of PTF.

Best Practices for Optimizing Tests. Usage of PTF in PeopleSoft 9.2

New Features in PTF. Hexaware tools for PTF

Hexaware Technologies, Inc.


PeopleSoft on Oracle Cloud: What Does this mean for your PUM Strategy?

Is your organization looking to continue to utilize your unique PeopleSoft configurations, customization and data, but move your infrastructure to the future of the Cloud? Oracle Cloud offers a new set of core infrastructure capabilities to run your current PeopleSoft workload in the Cloud.

Join Oracle Gold Level and Cloud Standard Partner, Elire, to learn more about this new option and discover if it is right for your organization. Also, this session will also discuss how you can leverage the Cloud to work with your continuous delivery model (CDM) and PUM strategy.

Provide an overview of the PeopleSoft in the Oracle Cloud solution and what makes it such an attractive option for PeopleSoft customers.

Discuss PeopleSoft Cloud Manager – why it should be used, how it works, and how it can be leveraged to work with your PUM strategy.

Discover your various “as a service” options and advantages – including Infrastructure as a Service and Platform as a Service – to demonstrate how each solution may affect your CDM approach.

Elire, Inc.


Successful Use of Page and Field Configurator… and Lessons Learned

Savannah River Nuclear Solutions, LLC. (SRNS) is the Management Contractor for the Department of Energy (DOE) Savannah River Site near Aiken, South Carolina. SRNS uses PeopleSoft 9.2 ERP software to manage our business in Human Resources, Finance, and Supply Chain Management. SRNS recently implemented a new PUM (PeopleSoft Update Manager) Strategy and with this tool, updated our system to Image 26, People Tools 8.54 in the Public Sector / Government environment. This session will provide functional examples that successfully utilized Page and Field Configurator, as well as some ideas that were not a good fit for this functionality. The use of Application Data Sets (ADS) for migration of the configuration will be discussed. We will also discuss Ideas in Oracle Community that may be able to further enhance the use of Page and Field Configurator.

Cover the power and use of Page and Field Configurator in PeopleSoft 9.2 and how it is helping us reduce customizations and meet our customers special needs for their business process.

Show interface between Continuous improvement, Systems and Business Processes.

Show the required interaction between developers, functional and business users.

SRNS, LLC


Accounting Standards Made Easy with PeopleSoft Lease Administration

In this session learn how organizations are preparing for their transition to the new FASB and IASB leasing guidance. Discover how you can utilize planned and delivered features within Oracle’s PeopleSoft Asset Management and Lease Administration Solutions to adapt to changes in business process resulting from the new accounting rule. Large-scale ERP implementations, including participation in the largest PeopleSoft Financials worldwide.

Provide an overview of Oracle’s PeopleSoft Lease Administration solution.

Discover how to prepare your organization for the new FASB, IASB, and GASB accounting requirements for Lease Administration by leveraging the robust PeopleSoft functionality.

Hear a recent case study of a client that successfully implemented PeopleSoft Lease Administration ahead of the new accounting requirements.

Elire, Inc.


You Get a Tile, You Get a Tile, You Get a Tile!!...making PeopleSoft work better for the business

Savannah River Nuclear Solutions, LLC. (SRNS) is the Management Contractor for the Department of Energy (DOE) and is located near Aiken, South Carolina. SRNS uses PeopleSoft 9.2 Image 26, with Tools 8.56 software to manage the Finance and Supply Chain Management business. This session will describe the approach that SRNS adopted for Homepages and Tiles. The methodology for gathering requirements will be discussed, along with the configuration approach. The session will provide some tips for easing this process, including the use of Application Data Sets (ADS).

Cover the power and use of Homepages and Tiles in PeopleSoft 9.2 and how it is improving our customer's experience.

Show interface between Continuous improvement, Systems and Business Processes.

Show the required interaction between developers, functional and business users.

SRNS, LLC

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PeopleSoft on OPC “The things you need to know to ensure a successful journey to the cloud!"

Oracle Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) offer you the ability to effectively streamline your PeopleSoft environment, improve your performance, and reduce your administrative costs.Therefore, executing your PeopleSoft environment on the Oracle Public Cloud is your end goal. How you prepare and execute this journey to the cloud will ultimate determine your success or failure. Let’s discuss the topics that will make all the difference in ensuring your successful journey.Topics of Discussion• Why should I even consider moving to the Oracle Public Cloud (OPC)• Building your business case for moving PeopleSoft to the Oracle Public Cloud• Readiness – How well are you prepared to move to the cloud• The road ahead to the cloud is paved with good intentions (Pitfalls, do’s and don’ts)• A Journey upward• How do things operate up here in the cloud?

Educate people on the value of moving their PeopleSoft environment to the OPC.

Understand what is required to move their PeopleSoft environment to the OPC; Do's and Don'ts and Pitfalls to avoid.

How do they operate once they are in the cloud.

Infolob


PeopleSoft on OPC “The things you need to know to ensure a successful journey to the cloud!"

Oracle Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) offer you the ability to effectively streamline your PeopleSoft environment, improve your performance, and reduce your administrative costs.Therefore, executing your PeopleSoft environment on the Oracle Public Cloud is your end goal. How you prepare and execute this journey to the cloud will ultimate determine your success or failure. Let’s discuss the topics that will make all the difference in ensuring your successful journey.Topics of Discussion• Why should I even consider moving to the Oracle Public Cloud (OPC)• Building your business case for moving PeopleSoft to the Oracle Public Cloud• Readiness – How well are you prepared to move to the cloud• The road ahead to the cloud is paved with good intentions (Pitfalls, do’s and don’ts)• A Journey upward• How do things operate up here in the cloud?

Educate people on the value of moving their PeopleSoft environment to the OPC.

Understand what is required to move their PeopleSoft environment to the OPC; Do's and Don'ts and Pitfalls to avoid.

How do they operate once they are in the cloud.

Infolob

101890 Maintenance Asset Inspection - A new feature of Maintenance Management

This session will discuss a new feature of Maintenance Management Module and Asset Inspection, delivered in PUM 25, and how it is currently being utilized at Adventist Health System.

Overview of Asset Inspection feature

Adventist Health System

SessionID


101940 Financial Management What Can PeopleSoft Asset Lifecycle Management Do For You?

Have you wondered how you might be able to get more out of your PeopleSoft solution? Have you considered using the Maintenance Management, Lease Administration, or Asset Management modules beyond the scope of your initial implementation? Oracle’s PeopleSoft Asset Lifecycle Management (ALM) offering is a great way to extend your application footprint and functionality for your organization.

The beauty and benefit of the PeopleSoft ALM solution is the built-in integration to the rest of the PeopleSoft Financials/Supply Chain Management suite. In this session MIPRO will provide an overview of the PeopleSoft Asset Lifecycle Management portfolio, including Maintenance Management and Lease Administration, highlighting how some clients in a variety of industries are using PeopleSoft Asset Lifecycle Management from the overall approach to key enhancements they have incorporated into their solutions.

Learn about the key capabilities offered within the PeopleSoft ALM modules.

Learn about the built in integration between the PeopleSoft ALM modules and the rest of the PeopleSoft Financials/Supply Chain Management solution.

Learn from the experiences of those who have taken advantage of the PeopleSoft ALM solution features and integration.

MIPRO Consulting

101980 Applicable to All Embracing Selective Adoption in a 9.2 World

PUM and Selective Adoption have significantly altered the PeopleSoft landscape concerning receiving both fixes and new features on a regular schedule. With this new paradigm, organizations who do not change to take advantage of Selective Adoption will experience much higher costs to maintain their PeopleSoft applications. In this session, you will learn how companies are embracing Selective Adoption and utilizing PUM. You’ll also learn the purpose of different images, the different maintenance strategies and how to use different patches. We’ll take you through the various elements that other organizations have considered to ensure a Selective Adoption strategy for a successful deployment. We will close with PUM best practices and lessons learned, putting you on the path forward to building your Selection Adoption strategy.

To provide a strategic overview of Selective Adoption/PUM, including what it does, how organizations are using it and how you can leverage it to continually ensure you are getting the most out of your PeopleSoft solution.

To provide best practices and lessons learned by other organizations allowing to begin creating their own Selective Adoption strategy.

To provide attendees with information on how they can set up PeopleSoft Image through Virtual Box, allowing users access to the most up-to-date fixes and updates.

MIPRO Consulting

102000 Procurement (SRM) PeopleSoft 9.2 Can Resolve Common Procurement Business Process Pain Points

It is not unusual that organizations live with pain points in their supply chain business processes to the extent that they simply exist and are accepted and become part of the normal business process. This does not have to be the case; however, organizations that take the time to evaluate business process pain points and whether there are new functionality or business process changes can make significant improvements in their supply chain. In this presentation, we will explore some of the more common pain points and features and functionality in PeopleSoft 9.2 supply chain that can address those pains.

Highlight common pain points and business process deficiencies in supply chain that organizations may or may not know that they are experiencing in order to bring notice to these common issues.

Understand features and functionality in PeopleSoft 9.2 that can effectively address these issues and provide organizations the knowledge of their existence in order to create a path to improvement.

MIPRO Consulting

102060 Financial Management Transitioning Leases to the New Accounting Standard

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) have issued revisions to their respective leasing guidance. The revisions represent significant changes to lessee accounting. Do you have leases in either the PeopleSoft Asset Management or PeopleSoft Lease Administration modules that are impacted by the new accounting treatment outlined in ASC 842 and IFRS 16?

If so, attend this session to learn about the changes Oracle has made to PeopleSoft Asset Management and Lease Administration and the activity guide released in Image 27 to facilitate the transition of your leases.

Learn about the changes Oracle has made to PeopleSoft Asset Management and PeopleSoft Lease Administration to accommodate the revised leasing guidance.

Learn how to use the Lease Administration Transition Activity Guide.

MIPRO Consulting

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102160 Applicable to All A Deep Dive into the PeopleSoft Alert Framework

The Alerts feature, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert.

With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue.

Learn how to configure and use Alerts

Strategies for getting the most out of the Alert framework

Smart ERP Solutions


Using Consigned Inventory in PeopleSoft

Consignment Inventory is a strategy in which you store material in your facility without paying the supplier until after that material is consumed. Because the supplier owns consigned stock until you consume it, stocking items on consignment enables you to reduce the inventory carrying costs and defer payment for liabilities.

This session will provide an overview of how Consignment Inventory works throughout the PeopleSoft system and how the entire process is integrated into Purchasing, Inventory, Manufacturing, Cost Management and Accounts Payable.

Explain the benefits of Consignment Inventory

Provide an overview of how Consignment Inventory transactions flow through PeopleSoft.

Show details on the required setup and configuration needed to use consigned inventory.

Smart ERP Solutions


Let the Good Times "Roll"-Automate PO Encumbrance Roll During Fiscal Year Transition - PO Rollover

Many organizations encumber funds on purchase orders and have unspent dollars at year-end close which need to roll and re-encumber in the next fiscal year and budget period. This session will discuss a delivered PeopleSoft Process called PO Rollover which will do this for you. I will talk about benefits of the PO Rollover, challenges you will face, solutions to be best prepared to address them, and tips and tricks to make sure you have a success.

We can also discuss how the PO Rollover can be leveraged to update Chartfields on existing POs to reflect new COA Structure if needed.

Any organization with PeopleSoft utilizing Commitment Control (KK) and Purchasing (PO) modules needs to know about this process and how it can benefit them, in addition to the embedded challenges that come with it.

Discuss the Benefits of the PO Rollover Process and how it will help your organization during Year End Close.

Bring attention to the Challenges you will face during a PO Rollover and how to overcome them

Provide Tips and Tricks to avoid issues during you PO Rollover. Discuss pre-roll clean up activities, Mid and Post roll Validation reports to correct and reconcile data.

New Resources Consulting, Inc.


Taking Accounts Payable to the Future: 5 Pillars of Automation

Elire will share our methodology along with a success story of implementing delivered PeopleSoft technology to automate, streamline and align key areas within Accounts Payable & Supply Chain to bring our client’s invoice & payment processing into the future. Using the AP and Supply Chain modules of PeopleSoft Financials, these technologies work together to improve accuracy, compliance, on-time payments and user experience. We will share how implementing the following ‘Pillars of Accounts Payable Automation’ can take your AP department to the future:- OCR for invoice intake - stop the errors from manual imaging and keying of invoices- Payment Request for ad hoc payments and approval- Procurement Card module for efficiently loading, coding, and approving credit card purchases- Automated Workflow Engine (AWE) for defining workflow - save time, money, and guarantee compliance- Purchase Orders for automating (more) invoices, minimizing approval and improving supplier management.

Outline the technologies: Optical Character Recognition (OCR), Payment Request, Procurement Card, Automated Workflow Engine (AWE) & Purchase Orders

Share the methodology used to tailor these technologies to our client and how it can be done for your organization/situation.

Share the benefits and real ROI your organization can experience, backed by a real success story.

Elire, Inc.

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102310 Financial Management How Artificial Intelligence Can Transform PeopleSoft Accounts Payable – A Case Study

Change comes slowly to accounts payable. However, emerging technologies called artificial intelligence and robotics – which use software and machines to automate tasks and decisions performed by humans – will change that.

Join us to learn about a growing company that has already positioned itself for the future, automating its PeopleSoft Accounts Payable with AI capabilities that enable standardized, self-learning invoice processing, analytics, and access to accurate business information.

• Learn what artificial intelligence and robotics are (and what they are not!), and how they will reshape accounts payable

• Hear a real-life story of how Accounts Payable operations can be transformed by deep integration of AP processing with PeopleSoft and by adopting AI capabilities

• Develop an action plan to making the most of artificial intelligence and robotics

Canon Information and Imaging Solutions, Inc.

102350 Applicable to All Case Study with Live Demo - Using Event Mapping to de-customize during FSCM9.2.27 PT 8.56 Upgrade

Leading Entertainment Company in Canada uses Event Mapping to de-customize PeopleSoft FSCM9 9.2 during PUM 27 and Tools 8.56 Upgrade. Event Mapping helps you reduce the impact of future PUM and Tools upgrades by preventing invasive code changes and abstracting them to App Class events that run either before or after a delivered PeopleCode event. Event Mapping is a hidden gem in PeopleTools, one that has the potential to significantly reduce application maintenance time and effort.

Understand how Event Mapping works and how it can help you de-customize your customized code

Understand how using Event Mapping helps you reduce the impact of PUM Updates and Tools Upgrades and Updates

See a live Demo of Event Mapping in action


102360 Applicable to All PeopleSoft Applications Automated Access and Monitoring Controls Security as a Service

ERPA's Security as a service is an introduction to leading practices in security management and managed services for PeopleSoft Application Data Security. We will discuss how we manage security in PeopleSoft application ecosystems and peripheral bolt-on systems. We provide an overview of leading security practices designed for entities with extensive PeopleSoft user base and frequent changes requiring provisioning of automated user creations, transfers, terminations, job duty-based access assignments including the implementation of separation of duties, audit controls and automated monitoring controls.

Leading Practices for PeopleSoft Data Security

Understanding how to deploy a Risk Monitoring Plan

How to proactively manage and secure your data2-Factor Authentication

ERPA


Deep Dive - Oracle Cloud Infrastructure (Network, Compute, Storage, Database, Ravello, FastConnect)

Oracle Cloud Infrastructure combines the elasticity and utility of public cloud with the granular control, security, and predictability of on-premises infrastructure to deliver high-performance, high availability and cost-effective infrastructure services. See a live demo of OCI (Generation 2) and learn how to deploy, manage, clone and backup instances for PeopleSoft on OCI.

Learn what OCI is and how it works

Learn how to deploy instances on OCI

Learn how to deploy PeopleSoft on OCI



Fluid - making it simple for your stakeholders

We share how Intermountain implemented and optimized Fluid to create a great end-user experience and improve productivity.

What is fluid - tiles, navigation collections & workcenters

Approach - func/tech - what we did

Training/Communication strategy Intermountain Healthcare

102560 Applicable to All Double the PeopleSoft 9.2 Upgrade Fun - Henderson, NV’s FSCM & HCM Public Sector Success Story

This session will present a case study of City of Henderson’s recent dual upgrade of their existing PeopleSoft Human Capital Management (HCM) and Financials & Supply Chain (FSCM) applications from versions 9.1 and PeopleTools 8.53, to versions 9.2 and PeopleTools 8.55. Unlike prior PeopleSoft upgrades performed by the City, this upgrade project provided the opportunity to re-evaluate current customizations and undeployed functionality from pre-9.1 versions, to better prepare the city for post 9.2 go-live Continuous Delivery (CDM) processes.

Provide an overview of City of Henderson’s prior PeopleSoft usage and configurations and goals of the FSCM/HCM 9.2 upgrade.

Discuss how the City leveraged analysis workshops to understand the existing customizations and determine which customizations needed to be replaced or removed to take full advantage of delivered functionality and better prepare for CDM post go live.

Discover lessons learned from the upgrade, including challenges and obstacles faced and overcome during the successful project.

City of Henderson

102570 Applicable to All PeopleSoft Continuous Delivery Model and the Impact on IT Organizations

PS 9.2 essentially changed the way PeopleSoft implementations should be run.The Continuous Delivery Model rolled out by PeopleSoft has far more implications than no more upgrades. It requires IT organizations to look at its relationship to their business partners and the need for it to act more like a cloud provider rather than an order taker.This includes new teams to manage configuration, explore new and changed functionality and the redefining process to match delivered functionality. This session will allow the participant to share and hear others successes and difficulties and attempt to bring awareness to the need for change and not just doing Peoplesoft as usual.

- - Wells Fargo Bank, N.A.

SessionID


102580 Applicable to All PeopleSoft Update and Investment Strategy: An Interactive Discussion

In this session Paco Aubrejuan, Oracle Senior Vice President and Marc Weintraub, Vice President Product Strategy have an interactive discussion about PeopleSoft. Paco and Marc will discuss ongoing investment in PeopleSoft, long-term support and specific opportunities customers can take advantage of to maximize their PeopleSoft investments. Marc will ask Paco to share his perspective on how Oracle Cloud - both Infrastructure-as-a-Service (IaaS) and Software-as-a-Service (SaaS) relates to PeopleSoft. Paco will also answer key questions on the modern PeopleSoft user experience, customizations, delivery of the next PeopleTools release and questions solicited from customers and the audience.

Oracle Corp.

102590 Applicable to All PeopleSoft Application Strategy

You know Oracle is continuing to invest in PeopleSoft by regularly, delivering new applications features and functions. In this session, Rebekah Jackson, Vice President for PeopleSoft, shares an overall view of some of the most recent and significant application enhancements. Rebekah will discuss the drivers behind the hundreds of new features and enhancements delivered in the current PeopleSoft offering and share a sneak-peak into what's currently in development and planned for the PeopleSoft roadmap. You'll leave this session knowing how Oracle's continuous innovation for PeopleSoft is positively impacting customers and how customers can engage with Oracle to impact the roadmap, help prioritize investments, and collaborate with the PeopleSoft community.

Oracle Corp.


PeopleSoft ERP Product Team Panel Discussion

There are many sessions at RECONNECT where you can listen and learn about a particular topic from one or two experts. Attend this session to engage in an open discussion with key members of Oracle's PeopleSoft ERP product team. You will be able to ask questions, hear their thoughts, and gain their insight into the PeopleSoft ERP product direction.

Provide an opportunity for attendees to meet PeopleSoft product experts

Have your product questions answered

Oracle Corp.

102640 Financial Management PeopleSoft Asset Management and PeopleSoft Lease Administration: Adapting to Change

In this session, you will learn how PeopleSoft Asset Management and PeopleSoft Lease Administration can help your organization adapt to business process and accounting changes. We will cover the tools provided to prepare you for adopting the new lease accounting guidance. We will also highlight planned enhancements to PeopleSoft Asset Management and PeopleSoft Lease Administration.

Learn about shared product functionality between PeopleSoft Asset Management and PeopleSoft Lease Administration

Introduction to the new activity guide designed to help organizations prepare for and transition to the new leasing guidance

Understand the value that can be derived from an upgrade or implementation of the latest release of PeopleSoft Asset Management and PeopleSoft Lease Administration.

Oracle Corp.


PeopleSoft Projects (ESA), Asset Lifecycle Management (ALM), and Expenses Update and Roadmap

Manage your project lifecycle with the latest features within the PeopleSoft Enterprise Services Automation (ESA) suite to allow your organization to invest the right resources in the right projects and align ESA strategy with business objectives. Manage your asset lifecycle with PeopleSoft Asset Management & Lease Administration and adapt to business process and accounting changes. This session will highlight new and planned ALM features, with a focus on preparing for the new leasing guidance.

Understand the value that can be derived from an upgrade or implementation of the latest release of PeopleSoft ESA and ALM solutions.

Prepare for the new leasing guidance with PeopleSoft Asset Management and Lease Administration

Oracle Corp.

102660 Applicable to All Embrace Innovation and Reduce Customizations With the PeopleSoft Page & Field Configurator

Has your organization clamped down on customizations to the PeopleSoft applications? Are requests for tweaks to existing PeopleSoft transaction pages piling up in your inbox? The PeopleSoft Page & Field Configurator is an innovative new configurable framework that will soon become your favorite Enterprise Component of 2018. In this session, we'll walk you through how to design and deploy unique page and field properties without customizing your PeopleSoft environment. This session will include a live demonstration highlighting how easy it is to change labels, hide, disable, or default field values and even enforce edits. You don't want to miss this session as it may allow you to drop your old customizations and finally close out those requests for functionality you’ve been avoiding. All skill sets and product expertise levels are welcome.

See how the flexibility of Page and Field Configurator may replace customizations with configurations

Hear what's planned the Page and Field Configurator for future update images

Oracle Corp.

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PeopleSoft Contracts and Project Costing: Getting the Most From Your Implementation

Are you confident your organization is leveraging your PeopleSoft Contracts and Project Costing to achieve your best practice goals? Have you missed some of the new features released in recent PeopleSoft Images that may address some of your current business challenges? You may want to attend this session, walk away with practical insights that allow you to streamline your use of Contracts and Project Costing. We’ll offer a top ten list of insightful tips-n-tricks where each may uncover a few golden nuggets of wisdom. Your “Ah-ha” moment in this session may just be worth your conference registration. Additionally, we plan to share some proposed future Roadmap features under consideration for an upcoming PeopleSoft Update Image.

Provide attendees with Top Ten Tips for better leveraging your PeopleSoft Contracts and Project Costing modules

Hear what's planned in PeopleSoft Contracts and Project Costing for future update images

Oracle Corp.

102680 Procurement (SRM) PeopleSoft Procurement (SRM) Update and Roadmap

In this session, you will discover the key investment areas in PeopleSoft Procurement (SRM). You will learn about specific new and planned features for PeopleSoft's procurement applications and how they can help increase efficiency, improve user adoption and improve the bottom line. See how to increase user adoption utilizing PeopleSoft Fluid User Interface for improved usability, achieve time efficiencies and bottom-line savings with the PeopleSoft Supplier Lifecycle Management solution, and automate compliance and reduce spend with integrated sourcing and contract solutions.

Understand key new features added in latest PeopleSoft Update Images

Hear what's planned in PeopleSoft Procurement (SRM) for future update images

Oracle Corp.

102690 Procurement (SRM) PeopleSoft Supplier Scorecard Functionality: Let’s Get Rid of Those Paper Evaluations!

Perhaps you’ve been doing business with certain suppliers for years. Do you know if that relationship will continue or if your various internal departments are pleased with the performance of those suppliers? Do you have a manual process for gathering subjective feedback from various stakeholders on those suppliers? Come to this session to learn how the new Supplier Scorecarding function, provided free-of-charge as part of your Purchasing license, can help with this formerly manual process. You’ll learn how to create evaluations, distribute them to the appropriate groups or individuals, and upon completion analyze their feedback to gauge Supplier performance. You’ll see the flexibility in how you can create evaluations for suppliers who provide goods versus services, and create a flexible evaluation schedule and ultimately compare supplier performance. A separate follow-up session will then introduce planned KPI and more objective analysis of Supplier Performance.

See an example of how to create a Supplier Evaluation from set-up to review

Provide feedback on the functionality for future roadmap consideration

Oracle Corp.

102700 Procurement (SRM) PeopleSoft Supplier Scorecard KPI’s and Analytics: An Objective Evaluation of Your Suppliers

Best practices in Procurement Operations encourage continuous improvement in many areas of the Procure-to-Pay business processes. You have implement Supplier Scorecarding and have a great deal of subjective feedback from evaluators. How does that feedback compare to your acceptable or negotiated Service Level or Contract Agreements you may have with your Suppliers? Come to this session to see how we plan to provide a tool to incorporate KPI information from various internal sources such as existing Supplier performance analytics. We also plan to provide capabilities to manually enter KPI information from external sources. We plan to provide capabilities to compare your Suppliers against these Key Performance Indicators to determine if a remediation plan of action for that Supplier is warranted. We’ll also use this session to gather feedback on our Feature Vision to ensure we address any use cases you have from the most generic to the important use cases.

Learn how to incorporate KPI's into the Supplier Scorecard and Evaluations

Provide feedback on the functionality for future roadmap consideration

Oracle Corp.

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102710 Procurement (SRM) PeopleSoft Supplier and Procurement Contracts: Continuing On the Road to Procurement Best Practices

Significant investments are planned for the PeopleSoft Supplier and Procurement Contract modules. Come to this session to see how these planned features will support your path to procurement excellence. Learn how we plan to provide Manufacturer and distributor contract capabilities, enable punch-out for procurement contracts, support for Global Trade Identification Numbers, and improve the procurement contract usability. It is early enough in the design and development cycle where we may be able to incorporate some of your suggestions during the collaborative discussions during this session.

Learn about the most recent Supplier and Procurement Contract Updates

Give input and feedback to planned enhancements to the Procurement and Supplier Contracts modules

Oracle Corp.

102720 Procurement (SRM) Total Purchasing Power with PeopleSoft “Smart” Strategic Sourcing and Bidding Event Analytics

How does your organization know if they are inviting the right suppliers to bid on a planned buy? Are you leveraging a sourcing plan to optimize purchases across businesses, departments or regions? Come to this session to hear about the latest functionality we’ve released in the Strategic Sourcing module to enable inviting the “right” suppliers to bid on an event. Learn how you might leverage the new Notice of Intent to Award and Notice of Award functionality published to the Supplier Portal to update the public on Bidding Event results. We’ll also share the planned improvements being made to Analyze Events that will leverage the flexible Simplified Analytics framework.

Learn about the most recent PeopleSoft Strategic Sourcing functionality updates

Give input and feedback to planned enhancements to the Strategic Sourcing out-of-the-box analytics

Oracle Corp.

102730 Procurement (SRM) PeopleSoft Fluid eProcurement: Continuous Updates Support Successful Customer Adoption

Over the last few PeopleSoft Update Images, we’ve released an increasingly robust Amazon-like requisitioning User Experience. You may not be aware of how many improvements we’ve made in addition to new functionality that is only present in the Fluid Requisition. Come to this session to see the latest and greatest Fluid Requisition enhancements such as a multiple Image Carousel, Item Availability, Shopping Cart enhancements, Special Requests, Favorites support and more. Hear about successes from current Fluid Requisition implementation on how the adoption of the Fluid Requisition has enabled more self-service adoption for hundreds of users. We will also share some future plans for more functionality for the Fluid Requisition. So here’s your chance to give direct input to the team around what you’d like to see in upcoming PeopleSoft Update Images.

Learn about the latest updates to the PeopleSoft Fluid eProcurement module

Hear what we've planned as future enhancements to the Fluid Requisition

Oracle Corp.

102740 Procurement (SRM) PeopleSoft Fluid Approvals: Freedom to Personalize and Configure for Your Organization’s Needs

Leveraging the new Fluid Approvals User Interface Component provided organizations the capability of rolling out Fluid Approvals to more users who may want to do these approvals on their personal devices. This allows users to select their device of choice and enables approvals on-the-go. Further, PeopleSoft provided capabilities for organizations who wish to insert their own business logic into the Approval process by leveraging the Page Composer. Organizations can add/modify/hide/unhide labels, fields, grids, sections, styling and layouts without having to customize delivered PeopleSoft approval pages. In this session we will show you what we’ve done to enhance Approvals across pillars, providing many enhancements suggested by our User Groups. Come to this session to learn and see how you can also personalize, not customize the Fluid Approval process for your business needs.

Understand the new features in Fluid Approvals

See the flexibility to provide your own robust capabilities for Fluid Approvals provided with the Page Composer feature

Oracle Corp.

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102750 Supply Chain Management

PeopleSoft Inventory and Mobile Inventory Management: What's New and What's Coming!

PeopleSoft Supply Chain Management continues to make focused investments to serve the needs of our key industries where supply chain best practices are important. Come to this session to hear about features we’ve released in the last few PeopleSoft Update Images and how our customers are leveraging these new features to the benefit of their bottom line. While initially the Mobile Inventory Management module was focused on supporting the needs of our healthcare customer base, we’ve found many non-healthcare customers who are eager to share their success stories and how they’re using the module for their businesses. We will also share what we have planned for the Inventory and Mobile Inventory module in upcoming Update Images that will increase your internal and external customer satisfaction with a positive impact on your service levels.

Learn about new functionality released in the latest PeopleSoft Update Images

Hear what's planned for future update images in both PeopleSoft Inventory and Mobile Inventory Management

Oracle Corp.

102860 Financial Management PeopleSoft Financials Update and Roadmap: Taking Innovation to Higher Levels

Attend this session to get an update of continuous innovations within Oracle's PeopleSoft Financials that support collaboration across the organization with reduced costs through expanded visibility and streamlining of business flows. Come and see how PeopleSoft Financials extends value to your organization stakeholders to improve productivity, empower the users with new reporting power and reduce costs of operations through efficient business processes. This session will provide an overview of the high-value deliveries for the SRM and ESA/ALM suites. This session will also showcase the roadmap for PeopleSoft Financials planned through the delivery of PeopleSoft Update Images to support continuous collaboration and productivity needed to support your organization’s business growth. We will also provide an overview of the roadmap for SRM, ESA/ALM.

Understand value delivered through PeopleSoft Financials via Update Images

Learn about the roadmap for PeopleSoft Financials solutions

Get an overview of the SRM, ESA/ALM suite updates and roadmap

Oracle Corp.

102870 Financial Management Reduce Liabilities and Costs with PeopleSoft Accounts Payable, eSettlements and Cash Management

Cost reduction is a goal for financial operations, and forward-thinking teams are looking at pushing their performance. They are adding automation in AP and the payment operation can reduce costs and increase efficiency. This session will provide an update on Oracle's PeopleSoft Accounts Payable, eSettlements and Cash Management solutions with expansions to monitor the operation via PeopleSoft Fluid UI to simplify the business process, streamline the invoice process, leverage supplier self-service and quickly clear exceptions to reduce liabilities. This session will provide an overview of upcoming collaborative expansions delivered through PeopleSoft Update Images that will further increase efficiency and visibility in the payment processing area, and further improve the supplier relationship.

Understand value delivered via Update Images for AP, eSettlements and Cash Mgt.

Learn about the roadmap for PeopleSoft AP, eSettlements and Cash Mgt.

Oracle Corp.

102880 Financial Management Dive into PeopleSoft Receivables’ Payment Predictor to Automate Your Cash Application

Just imagine what else you could accomplish in your day if you could further automate your cash applications. Come to this session to learn how Oracle's Payment Predictor can automatically apply a high percentage of your cash and reduce days sales outstanding (DSO) which allows your valuable resources to support the organization’s strategic objectives. This session will also overview the roadmap and discuss use cases for new technologies that can further increase the cash application hit rate faster.

Understand what's possible with PeopleSoft Payment Predictor to reduce collection costs

Learn the roadmap for this critical collection tool

Oracle Corp.

102890 Financial Management PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and Lower Costs

Effectively managing the credit and collection process can significantly reduce errors and lowers cost of operations. Come to this session to learn how Oracle’s PeopleSoft Billing, Receivables and eBill Payment can improve operational efficiency with WorkCenters, Collections Workbench and Fluid UI Simplified Analytics. With these transformative capabilities, PeopleSoft enhances the collaboration with internal and external stakeholders. This session will also provide an overview of upcoming planned expansions that can further increase your staff's efficiency and lower cost of operations.

Update for PeopleSoft Billing, AR and eBill Payment

Roadmap for PeopleSoft Credit to Cash solutions

Oracle Corp.

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102900 Financial Management PeopleSoft General Ledger Update and Roadmap – Support Stakeholders in Making Effective Decisions

Providing relevant and real-time financial insights is a key objective for Finance and Accounting. The PeopleSoft Financial Control and Reporting solution focuses on giving the finance team innovative tools in increasing productivity of finance and accounting operations, and boost visibility into key metrics to support of departments’ ability to set directions effectively. This session showcases new innovations provided through recent Update Images and what is planned for the future. Come to this session and give your input on the roadmap for the heart of the ERP.

Update for PeopleSoft General Ledger, Core Accounting and Cross ERP Functions

Roadmap for PeopleSoft General Ledger, Core Accounting and Cross ERP Functions

Oracle Corp.

102910 Financial Management Art of the Possible in PeopleSoft Financials: Speedy Close Cycle

Today’s environment compels the finance team to be nimble and effective in supporting the business. Saving time in the processing of month-end close enables Finance and Accounting to provide value-add analysis. PeopleSoft Financials has worked to ensure efficiency in the period close business flow to devote more time to providing management with value-add analysis. Come and see the PeopleSoft Financials capabilities that can provide improved productivity and extend automation of controls that help you reduce the period close cycle and result in cost savings.

Deliveries made to support efficient period close across the financials suite

Roadmap for the period close across the Financials suite

Oracle Corp.

102920 Financial Management Have it Your Way! – Turn Customization to Configuration for PeopleSoft Financials

PeopleSoft has a long history of delivering transformative frameworks in the area of collaborative tools, reporting and analytics along with the power of configuration. PeopleSoft continues to deliver innovation in frameworks that are extremely powerful in creating value and savings for our customers in business functions. Customers can eliminate customizations and deliver pages their way with Page and Field Configurator, modernize the approver experience with Page Composer for Fluid Approvals, and gain business insights with Simplified Analytic. Come and see live demos of how you can leverage these powerful capabilities in PeopleSoft Financials.

Power and use of new frameworks in PeopleSoft Financials

Live demos for Page & Field Configurator, Page Composer and Simplified Analytics in Financials

Oracle Corp.

102930 Financial Management Reimagine PeopleSoft with Navigation Collections, WorkCenters and Home Pages

Each organization needs to achieve objectives quickly and with high levels of accuracy. Imagine the powerful and positive change that you can benefit from when navigation is simple, and your content and work are delivered to you all the time with the reduced need for training. PeopleSoft has introduced new paradigm shifts in the areas of delivering efficiency and the timely visibility of relevant information that is easy to absorb and more importantly, enables collaboration across the organization. This session will focus on how to best leverage WorkCenters, Navigation Collections, and the new Fluid HomePages in PeopleSoft Financials to your advantage. This session will also overview the roadmap for these highly innovative capabilities to increase productivity even more.

Delight users with use of navigation collections, workcenters and home pages

Live demos of new fluid paradigms for the different user communities in financials operations

Oracle Corp.

102940 Financial Management Reimagine Customer and Supplier Collaboration via Fluid PeopleSoft eBill Payment and eSettlements

Organizations need to strengthen their relationships with suppliers and customers. They need to reduce costs and better support business objectives. Come to this session and learn how to collaborate easily with suppliers to minimize annoying vendor calls. Learn how to utilize the ‘one click pay’ to speed up your customer collections. Optimize the power of your investment in PeopleSoft Payables by leveraging PeopleSoft eSettlements to reduce your liabilities and costs via Dynamic Discounting, real-time dispute management and discussion services. Come and hear how Fluid PeopleSoft eBill Payment can streamline your billing process and give your customers the convenience of paying their bills online, 24 hours a day, and seven days a week. You will learn how Fluid PeopleSoft eBill Payment can help automate your invoice payment process and reduce operational cost and increase cash flow.

Collaborative Power for customers and suppliers via recent updates to eBill Payment and eSettlements

Live demos of new fluid eBill Payment and eSettlements

Oracle Corp.

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102950 Financial Management Empowering Accounting and Finance with Transformative PeopleSoft Innovations to Enable Collaboration

The financial reporting or general ledger team is responsible for the financial structure that supports an organization’s business and strategy. They are also responsible for varied reconciliation requirements of the business events or transactions that make up the financial position. In many cases, the maintenance of the financial structure and financial reconciliations demand cross-functional team collaboration and streamlined process between financial operations and finance, along with the business stakeholders. Come and see live demos of the Fluid Financial Structure Request and Account Reconciliation Management that will allow you to transform the business process and energize your user community.

Collaborative power for finance and accounting as well as business stakeholders

Live demos of new fluid Financial Sturcture Request and Account Reconciliation Mgt.

Oracle Corp.


Better Business Insight with PeopleSoft Analytics and Reporting

PeopleSoft offers several powerful analytic and reporting capabilities. Learn about the latest features like Simplified Analytics as well as plans for future enhancements to reporting and analytics. Discover how you can take advantage of analytics with configurable features like Related Information and Analytic Dashboards to provide richer business insight and valuable decision support where it matters most.

PeopleSoft

103070 Applicable to All AvalonBay's Guide to Successfully Upgrading to PeopleSoft FSCM 9.2

Avalonbay will share our project timeline and technical hurdles faced during our upgrade of PeopleSoft 9.1 to 9.2 PUM image 23, Tools 8.55. We will present our approach to the PUM implementation and Selective Adoption Methodology along with Elastic Search. We'll highlight some key features such as the new AWE Framework and BI Publisher.

Present strategy and challenges faced during the upgrade.

Discuss post implementation challenges such as Selective Adoption and reporting.

Share lessons learned. AvalonBay Communities, Inc.

103080 Supply Chain Management, Tools and Technology

Automate an analytics solution to improve SCM performance

Leading healthcare providers are building capabilities for the challenges of the 21st century that will have big payoffs in the near future. From aligned vision with senior leadership to tactical execution, these companies are striving to improve service, lower costs, and enable growth and profits through key supply chain improvements. Houston Methodist Hospitals is well advanced in its implementation of the Par Excellence system and integration with its PeopleSoft FSCM system to manage all aspects of inventory control.Success in Houston Methodist’s journey to complete the Par Excellence system has meant a full evaluation of its business operating model to ensure that the technical solution will be fully adopted and managed by its supply chain organization.The team implemented both technical and organizational improvements to achieve success in not only cost control but also improve responsiveness, reliability, and agility.

Approach: Implementation approach

Lesson Learn: Clinician, IT, Vendor and SCM involvementManual Work – before and after

Benefit: Explore attendees on Par Excellence deployment and integration to PeopleSoftLower Inventory – Case studyCost Saving – areas of saving

Houston Methodist


AP Automation: A Day in the Life

Are you considering an accounts payable automation solution? Worried it could be costly, time-consuming to implement and difficult to use? Join us as we jump into a day in the life of an AP Express user. We’ll discuss the challenges of accounts payable and how, with the right AP automation solution, life can be much easier.

- Understand the benefits of AP Automation in the Cloud

- Discuss how quickly and easily you can implement a cloud-based AP Automation solution

- Understand the benefits of real-time integration

Nivo1

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103130 Applicable to All Customer Panel Discussion: Successes and Lessons Learned in PeopleSoft Data Management

Join MIPRO for a Customer Panel Discussion.

MIPRO would like to use this session to demonstrate our commitment to the PeopleSoft community by allowing some of our customers to touch on their current PeopleSoft footprint, highlight a recent project and share their future PeopleSoft strategy. Project topics will include the implementation of Fluid, PUM Updates, Lease Administration, Selective Adoption, and Upgrading to 9.2 and Maintenance Management.

For the past thirteen years, MIPRO has earned a reputation for integrity, honesty and for always doing the right thing. We prefer to add value through sharing useful insights versus talking about ourselves. Hope you can join us for this session.

Provide attendees with real world examples from current PeopleSoft customers of the most common customer projects including Selective Adoption, Fluid & Lease Admin.

Allow time for additional questions for anyone in attendance.

MIPRO Consulting

103140 Financial Management, Supply Chain Management

Debunking the myth that E-Procurment is new technology

Discussion about the existing functionality within PeopleSoft to automate the procurement process.

Learn how to enable automated procurement with native PeopleSoft functionality

Learn the cost benefits of automation.

Understand timelines for implementing automation of purchasing related documents

Edict Systems

To receive credit for sessions, visit the registration desk to receive your CPE tracking form. Upon completion of the conference, scan and email to [email protected] or turn in your form to any Quest staff or at the registration desk.

Visit PeopleSoftRECONNECT.com to view times and locations and to build your agenda.

https://www.questdirect.org/conference/reconnect

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