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Page 1: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

1 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

Page 2: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

2 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

PeopleSoft Answers: How to Create a Great

PeopleSoft UI

Jim Marion

Principal Sales Consultant,

Solution Services, Oracle

Matthew Haavisto

Senior Product Strategy Manger

Oracle

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The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

3 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

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Program Agenda

• Intro Proposition: Perception vs. Reality—PeopleSoft offers a great User

Interface

• What makes a great user experience?

• Portals, WorkCenters and Dashboards: How they improve the UI, how they

are different

4 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

• Search-centric

• Demo: Some Great Examples

– Things you can do today

– Fundamentals of a good design

• What’s Coming? Make it easier--better branding, templates, simple

integration, etc.

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Proposition:

PeopleSoft Can Provide a Great

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reserved.

PeopleSoft Can Provide a Great

Experience for Your Users

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Perception: PeopleSoft is Rigid and OutdatedReality: PeopleSoft is Flexible and Modern

2002

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reserved.

Goal: A Rich, contemporary, efficient user experience

More of a Web Site experience than an application

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Composition of a Great

User Experience

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reserved.

Portals, Workcenters,

Dashboards and New Search

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User Experience: The Intersection of Factors

Content

• Graphics, Visuals

• Engagement

• Intuitiveness

• Information you need

• Easy to find

• Easy to create

Great

User Exp

Look and Feel

8 Copyright © 2011, Oracle and/or its affiliates. All rights

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Process/

Navigation

• Easy to create

• Easy to share

• Transactions

• Business Processes

• Getting where you need

to go easily and quickly

Collaboration is

part of the Web

2.0 experience

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PeopleSoft Ecosystem

Portal / Homepage• Full-featured and robust

• Centrally administered

• Pushed to large audience

• Broad info like Company News

• Infrequent activities like benefits

• Not day-to-day tasks

• Self-service, access to employer info

• Can nav to workcenters or workspaces

• Deployed by customer/consult, not PS

• Content management

• Unified PS apps navigation

Workspaces and Dashboards• Personal view of my work world

• Everyday activities and tasks

• Makes navigation and search easier and quicker

• Reports and data need for day-to-day work

• Role-based

• Personalizable, but minimal

• Delivered by PS Apps, but can be altered by

customer for their requirementsAll components of the ecosystem are easily integrated

• More efficient navigation/interaction

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• Unified PS apps navigation

Collaborative Workspaces• Created easily by end users and SMSs

• Not centrally administered—grass roots

• Project teams and smaller groups—virtual team room

• Collaboration and information sharing

• Web 2.0 for business processes

• Group activities and calendars

• Document management

• Ad hoc creation and management

• Negligible risk and cost

• Not delivered by PS (generally)

customer for their requirements

• Customers can create their own

Related Content• Web 2.0 in context of transactions

• Easy to deploy by SMEs

• Open and flexible—almost any service can be

added, PS or non-PS

• Can be delivered by PS or deployed by customers

• Some services available out of the box

• More efficient navigation/interaction

• Enterprise 2.0

• Contemporary appearance behavior

• Engaging, meets user expectations

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Making Everything Simpler and EasierAt Your Fingertips

With Workcenters/Dashboards

The ‘Old’ Way

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reserved.

Includes navigation, tasks,

reports/analytics,

transactions

Can add a variety of

Related content services

--your option!

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WorkCenters & Dashboards

• Makes apps Mobile-

Ready…

• Common Experience

across platforms

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reserved.

- WorkCenters: Deliver role-based

consolidation of multiple tasks

- Dashboards: Deliver interactive view of

many Key Performance Indicators

- Interrelated pagelet content in transactional

context

- Integrated Operational Reporting, Analytics

and Interactive Charts

Coming…Activity Guides: Visual guidance for process

navigation

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Putting Search at the CenterMaking PeopleSoft Applications Search-Centric

Previously

Navigate Search Act

Navigate Search Act

Video Feature Overview

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reserved.

Navigate Search Act

Navigate Search Act

Previously

• Simple• Intuitive •• Inefficient • Repetitive •

Now

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PeopleSoft Applications Search

Search bar appearing

at the top of Manager

Dashboard

Filter the Keyword

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reserved.

Facets for

Additional

Filtering

Actions can be taken directly

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Demonstrations

• Portal

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•Workspaces/Dashboards

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15 Copyright © 2011, Oracle and/or its affiliates. All rights

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16 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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17 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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18 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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19 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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20 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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21 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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22 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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23 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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24 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

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25 Copyright © 2011, Oracle and/or its affiliates. All rights

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Where Are We Going?

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Page 27: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

PeopleSoft Innovation

• Will look and interact differently from any earlier

release

– Users will see multiple PeopleSoft applications as a single

company resource

– Users will be able to do more, from right where they are

– Users will interact with company data in more powerful ways:

to navigate, to analyze and to collaborate

The Next Applications You See…

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to navigate, to analyze and to collaborate

– Users will experience connections between their role, their

tasks and the data they work with

• Will provide a rich and collaborative web and

mobile experience

• Will provide more options to help you manage

Costs of Ownership

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PeopleSoft Self Service

• Self-service applications are improving to utilize

new PeopleTools capabilities:

– Small Footprint Functionality

• Pagelet-size Layout

• Transactional, Interactive Pagelet Design

• Home Page and Dashboard Deployment

Evolving

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• Home Page and Dashboard Deployment

– Dashboard Delivery

– Self-Service WorkCenters for Complex Transactions

• Mobile-ready Controls

• Modular Design

• Wizard Functionality

Page 29: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

Future Portal and Ecosystem Features

• Simplified setup for unified navigation for

PeopleSoft Applications

• Improved Search aggregation

– Search SES for all features in portal, workspaces

• Contextualization and tracking

• WorkCenter for publishing Managed Content

• Related Attachment service

• Related Content enhancements

User Experience is a Primary Focus: Improved navigation, search, user actions, contemporary

look and feel

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• Action items

– Ability to initiate PeopleSoft transactions and processes

from Action Items

– Hierarchical action items

• WorkCenter framework

• Tagging capability in PeopleTools (throughout PS

ecosystem)

• Related Content enhancements

• Workspaces

– Multiple Wikis for a Workspace

– Workspace-Calendar to render all schedule/event types

including action items, tasks, etc.

• WebCenter Services integration in PeopleTools

• Branding Framework and personalization

• UE improvements for pagelets

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Delivering More Out-of-the-Box

• Workcenters, Launch Pads, and other pre-built functionality from

applications

But…

Applications Provide More

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But…

• Better Branding and Easier Configuration for your specific needs

• Templates, skins, style sheets, etc.

• The Tools will always be there for you to craft whatever you need

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Q&A

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Q&A

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More Information

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Page 33: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

Other Sessions of Interest

• PeopleSoft in the Cloud—Yes You Have Options!

– Ryman Ballroom A – Monday March 19, 2012 (04:30 PM - 05:30 PM)

• PeopleSoft Success: Using the Related Content Framework to

Empower Users

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reserved.

– Bayou D -- Tues, March 20, 2012 (09:30 AM - 10:30 AM)

• How to Create Great Self Service Solutions and PeopleSoft UI with

PeopleSoft Portal

– Bayou D -- Tues, March 20, 2012 (03:45 PM - 04:45 PM)

Page 34: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · Cumulative Feature Overview (CFO) –Providing concise descriptions of new and enhanced solutions and functionality that

Hosted & Mobile PeopleBooks – PeopleTools PeopleBooks are available in

three formats: Hosted PeopleBooks, PDF’s, and Amazon’s Kindle format. All

can be accessed here:http://www.oracle.com/technetwork/documentation/psftent-090284.html

Doc Home Pages – Constantly updated direct links to PeopleBooks,

PeopleBook Updates, Release Notes, Installation and Upgrade

Guides, and other useful product documentation, all accessible from

Learn MorePeopleSoft Information Development Resources

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reserved.

Information Portal – Locate the documentation, training, and other info needed

to help with your implementation process. Customers searching for this

information should make this their first online destination. http://www.oracle.com/us/products/applications/054275.html

Guides, and other useful product documentation, all accessible from

one My Oracle Support location.

PeopleTools 8.52 Documentation Home Page [ID:1356456.1]https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=REF

ERENCE&id=1356456.1

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Cumulative Feature Overview (CFO) – Providing concise descriptions of

new and enhanced solutions and functionality that have become

available starting with the 8.4 release through our latest 8.52 release.https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYST

EMDOC&id=793143.1

Learn MorePeopleSoft Information Development Resources

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reserved.

Follow us on PeopleSoft_Info

Upgrade Resource Report Tools – Helps you find all the documentation,

scripts, and files you need for your upgrade project. https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYST

EMDOC&id=1117047.1

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San FranciscoSeptember 30–October 4, 2012

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reserved.

September 30–October 4, 2012