peoplesoft scm assessment workshop · industry conferences and presentation • oracle open world...
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12/2/2019 © SpearMC Consulting 1
© 2019 SpearMC Consulting
Vidant HealthPeopleSoft SCM Assessment Workshop
November 22, 2019
Meeting Agenda
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1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
Introductions
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© 2019 SpearMC Consulting
Tom TretterManaging Director (Portland, OR)[email protected](314) 629-3618
▪ 22 Years PeopleSoft Experience▪ BI / Analytics▪ Financials▪ Grants
▪ Supply Chain▪ P2P / SRM▪ HCM
Marcus BodePresident & Founder (San Francisco)[email protected](415) 509-1151
© 2019 SpearMC Consulting
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An Oracle Platinum Partner, we specialize in:
© 2019 SpearMC Consulting
About SpearMC
▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research
▪ PeopleSoft Hosting on Oracle Cloud Infrastructure
▪ PeopleSoft and Tools Training
▪ PUM Update & Testing Service
▪ PeopleSoft Reseller since 2008
▪ PTF and Test Automation
▪ Oracle Hyperion and PBCS
▪ Oracle Business Intelligence
▪ PeopleSoft Managed Services
Healthcare Expertise
© 2019 SpearMC Consulting
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2019 HIUG Community Sponsor6
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SpearMC Differentiators
© 2019 SpearMC Consulting
1. Focus on Education, Training & Thought Leadership
2. Oracle Relationship and PeopleSoft Depth and Breadth
3. Trusted Clients Relationships
Oracle Training
• PeopleSoft and PeopleTools
• Hyperion, PBCS and Cloud EPM
• Oracle University Approved Reseller
• Oracle Unlimited Learning Subscriptions
Industry Conferences and Presentation
• Oracle Open World• Quest Collaborate and Reconnect• HEUG (Higher Ed.) and HIUG (Health Industry)• SpearMC & Oracle Co-hosted eventsManaged Services• PeopleSoft System Administration
• PeopleSoft on Oracle Cloud Infrastructure
• PeopleSoft PUM and Tools Update Service
• PeopleSoft PTF and Testing-as-a-Service
Business Transformation• Assessments and Roadmaps• Migration to Cloud Blueprints• Mobile UI/UX and Security
• Robotic Process Automation
Oracle Applications and Technology
• PeopleSoft Financials and Reporting
• PeopleSoft Grants and Project Costing
• PeopleSoft Supply Chain and SRM
• PeopleSoft Asset Lifecycle Management
• PeopleSoft Lease Administration
• PeopleSoft Treasury & Cash Management
• PeopleSoft HCM and Payroll
• PeopleSoft Benefits and Absence Mgmt
• PeopleSoft Employee and Manager Self Svc.
• PeopleSoft Talent and Recruiting
• Hyperion Reporting
• Hyperion SmartView
• Hyperion Planning
• Oracle PBCS and EPM Cloud
• Oracle OBIEE
• Taleo Recruiting and Onboarding
• PeopleTools, PeopleCode, Fluid, Porta.
• Webservices, Integration Broker, SQR/SQL
• PUM, BI Publisher, Security, Workflow8
Education / Training & Thought Leadership
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Oracle Relationship and Depth / Breadth
© 2019 SpearMC Consulting
SpearMC Co-Sponsored Events with Oracle
o Oracle/PeopleSoft Events• PeopleSoft Customer Advisory Board• PeopleSoft Regional User Groups in PNW, CA, CO, AZ, TX, IL, MN, MD/DC• PeopleSoft Industry Day – sponsor Virtual Events• HEUG Alliance and HIUG Interact• Oracle Open World and Global Partner Summit• Quest Collaborate, ReConnect and Regional Events• Local PeopleSoft on OCI Events, Seattle-LA-Chicago-SF
Oracle Product Development
o PeopleSoft CloudShift is a trademarked SpearMC product, for one price includes:1. PeopleSoft Sizing and Hosting on OCI2. Lift-and-Shift to OCI and PeopleSoft Cloud Manager Configuration3. One Year Managed Services: PUM and Tools4. Oracle Product and Cloud Learning Subscriptions
o PeopleSoft Bolt-on applications and packaged integration
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Proven and Deep Client Relationships
© 2019 SpearMC Consulting
• SpearMC Clients Selected for Oracle Innovator Awards (3 years)
• SpearMC and Client Co-Sponsored Events with Oracle
o Quest PeopleSoft Industry Day – sponsor Virtual Eventso Annual SpearMC Healthcare Forumo Local HEUG User Groupso Project Costing forumso Local Regional User Groupso Local PeopleSoft on OCI Events, Seattle-LA-Chicago-SF
• New client workshops participation
• PeopeSoft Managed Services growth
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PeopleSoft on OCI
GET CURRENT.
STAY CURRENT.
© 2019 SpearMC Consulting
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What we hope to accomplish
Learn from each other…• Business and Technology Professionals coming together to build a network
• Share Best Practices in the PeopleSoft Healthcare and Research Community
• Enhance User Experience and Build User Adoption
• Optimize utilization and effectiveness of PeopleSoft investment
Bring Business and Technology Innovation to our Organizations in an Efficient and Useful Way
• Free-up Healthcare Providers, Clinical and Research experts to focus on patients and new cures
• Become Cost Effective and then become More Cost Effective
Meeting Agenda
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1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
© 2019 SpearMC Consulting
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As Is SRM / SCM - ERP functionalityVidant Health
Supplier Portal Supplier Self Service
Modules / Functionality Owned and Implemented
Functionality Owned and Not Implemented
All Others - Not Licensed, but available
Supplier Scorecard
© 2019 SpearMC Consulting
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SpearMC Proposed RoadmapP2P Optimization
Supplier Scorecard
eProOptimization
Purchasing Optimization
Supplier Portal
eSupplierConnection
eSettlementsSupplier
ContractsStrategic Sourcing
❑ Phase 1 – Implement functionality already owned:
❑ Phase 2 – Implement new modules to complement P2P process:
4-5 weeks (now) 8-10 weeks 4-6 weeks 4-6 weeks
8-10 weeks 14-16 weeks 20-24 weeks 14-16 weeks
Client Example
© 2019 SpearMC Consulting
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Supplier Lifecycle Management
© 2019 SpearMC Consulting
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Supplier Onboarding
• Supplier Onboarding Administration
• Register
• Registrant Maintenance
• Approval Processing
© 2019 SpearMC Consulting
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PeopleSoft Supplier Lifecycle Management
• New WorkCenter • Supplier Setup Quick Links & Pivot Grids
© 2019 SpearMC Consulting
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PeopleSoft Supplier Lifecycle Management
• Based on Corporate Supplier (graphical representation & analytics)
© 2019 SpearMC Consulting
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PeopleSoft Supplier Lifecycle Management
• Visibility to dozens of supplier data elements
• Drag and Drop pagelets
• Saved views for personal use or sharing
© 2019 SpearMC Consulting
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PeopleSoft Supplier Lifecycle Management
Supplier Scorecarding
• Score supplier performance
• Solicit feedback from key stakeholders
• Use results to make future procurement decisions
© 2019 SpearMC Consulting
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PeopleSoft Supplier Lifecycle Management
© 2019 SpearMC Consulting
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PeopleSoft Supplier Self Service
• Access Purchase Orders
• Acknowledge PO’s
• Change Request & Backorder
• Advanced Shipping Notice
• Review Supplier Performance
• Used by Suppliers
• Requires PeopleSoft Purchasing
• Create and submit Invoices
• Resolve collection issues
• Request Dynamic Discounts
• View Invoice Lifecycle
• View real-time analytics
• Used by Suppliers and Buyers
• Required PeopleSoft Payables
eSupplierConnection
eSettlements
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Advanced Reporting & Tools Training
© 2019 SpearMC Consulting
❖ Advanced Query (Composite, Connected, Drilling URLs)
❖ Pivot Grids
❖ Related Content and Pagelets
❖ WorkCenters and Dashboards
❖ Supplier 360
❖ Alert and Notification Framework
❖ Forms and Approval Builder
❖ Activity Guides
❖ Page and Field Configurator
❖ PTF
❖ Others …
Technology Data Request Review
25© 2019 SpearMC Consulting
Meeting Agenda
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1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
Sourcing, Contracts Data Request Review
27© 2019 SpearMC Consulting
Meeting Agenda
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1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
Procure to Pay Data Request Review
29© 2019 SpearMC Consulting
Meeting Agenda
30
1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
Supply Chain and Inventory Data Request Review
31© 2019 SpearMC Consulting
Meeting Agenda
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1. Welcome & Introductions
2. Latest PeopleSoft SCM Features
3. Sourcing, Contracts & Legal
4. Procure to Pay (working lunch)
5. Supply Chain & Inventory Mgmt
6. Wrap Up and Next Steps
9:00 – 10:00 am
10:00 – 10:30 am
10:30 – 11:30 am
11:30 – 1:30 pm
1:30 – 2:45 pm
2:45 – 3:00 pm
© 2019 SpearMC Consulting
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Next Steps
© 2019 SpearMC Consulting
Thank you!!!
Appendix Slides
34© 2019 SpearMC Consulting