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A Better Procurement User Experience with PeopleSoft Fluid UI, Navigation Collections and Homepages

Reconnect 2017 – Session # 100970

Bob Block PeopleSoft Product Strategy Manager

Alexa Masters PeopleSoft Procurement Product Manager and Evangelist

July 19, 2017

Confidential – Oracle Restricted


Safe Harbor Statement

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 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

Fluid Overview

Fluid Myths vs. Facts

Fluid Navigation Overview

How to Set Up a Homepage

How to Set Up a Navigation Collection

Additional Information

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2

3

4

5

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Usability Configurability


Mobility

Simple

Why should you use Fluid?


PeopleSoft Procurement Investment Summary

Enhancements (Delivered Image) • Comprehensive PO Close Short Enhancements (2) • eProcurement Custom Fields (4) • ePro Mouse-Over Available Inventory (4) • New ePro Role Actions (4) • Contract Price Adjustment Visibility on Req’s and PO’s (4) • Seamless Single-Page Marketplace Integration (8) • Marketplace Supplier Attributes (10) • Requisition Ship Via and Freight Terms (10) • Supplier 360 Single and Comparative (10) • 6 Procurement and Contract Pivot Grids (10) • Supplier Transaction Wheel Drill-down (10) • Sourcing & Contracts WorkCenter (10) • Supplier Contracts Workbench (10) • Comprehensive Supplier Portal with Improved Navigation, Change

Requests, Alerts, FAQ’s, Contact Us Pagelets (10) • Doc Status Inquiry Activity Line (10) • Receiving Workbench (10) • Display Approver Details in Requesters and Buyers Workbenches (10) • Split Distributions for Serialized Assets (10) • Optionally include Contract and non-Contract lines on same PO (10) • Source from Inventory option when contract is assigned on requisition (10) • Non ‘Auto Default’ procurement contracts not included for uniqueness (10) • New Inventory Receipt accruals (NSA) option (10) • Supplier Change Requests (11) • Download All Bidder Attachments (12) • Supplier-Side Alerts (14) • Procurement Card Reconciliation Chunking (14) • PO Distribution Worksheet (15) • eSign Digital Signature (16) • DocuSign Digital Signature (18) • Sourcing Notice of Intent to Award and Notice of Award (21) • ProNumber Field Expansion (21) • AccountingTag (22) • Auto-Approval for Draft Contract Versioning (22) • Improvements to Bidder Invitations (23) • Amount only PO's to Support MM Work Orders (23) • Federal DATA Act - File C Interface (23) • India GST for Purchasing (24)

Delivered enhancements provide continuous value in Images 2 through 24 Fluid Enhancements! (Delivered Image) • Procurement Operations Homepage (10) • Supplier Watch List (10) • Purchase Order Spend (10) • Requisition Cycle Times (10) • Self-Service Requisition (10) • Requisition and PO Approvals (10) • 7 Mobile Inventory Transactions (15) • My Sourcing Events Tile and Sourcing Metrics (15) • 3 Supplier Change Request Pivot Grids (15) • eProcurement Configurable Landing page with Navigation (18) • Cancel Requisition and Cancel Line (18) • Browse Catalog capability (18) • eProcurement Special Request (18) • Requisition Summary and Line Overrides (18) • eProcurement Accounting Visibility and Override (18) • Accounting Tag (18) • ePro Small and Large form factor optimization (18) • Simplified Analytics Overdue Backlog by Supplier (18) • Simplified Analytics On-Time Delivery (18) • Simplified Analytics PO’s Not Acknowledged within X Timeframe (18) • Group Contracts (18) • Contract Styles (18) • Configurable Registration Pagelet (18) • 9 More Inventory Mobile Transactions (18) • Line Level Approvals (20) • View Comments and Attachments (20) • View Accounting information (20) • Full Approval Transaction History (20) • Page Composer for Approvals Layout (20) • Sourcing and Contract Approvals (20) • ePro Multi Images (20) • Supplier Contracts Approvals (22) • Supplier Document and Contract Reporting (22) • eProcurement Mobile Receiving (22) • Fluid Public and Secure Supplier Portal (23) • Edit Requisitions(24) • Special Request Item Check (24) • Approvals for Supplier/Bidder Registration and Change Requests (24)



Modern Applications and Lower Total Cost of Ownership

• Simple, Intuitive, Responsive

• Embrace Fluid UI because it is here to stay!

• Most new features delivered using Fluid UI

• UI of transactional page should not hinder Fluid UI adoption

• Incrementally add Fluid UI pages and features based on business need

PeopleSoft Fluid User Interface

MW



Modern Applications and Lower Total Cost of Ownership

• First available in PT 8.54

• PeopleTools 8.55 extends investment in Fluid UI

– Fluid Header and Navigation becomes the new standard

– Fluid Dashboards (Fluid, Classic and External Content)

– Fluid Master/Detail pages

– Activity Guide Framework

– Tile Wizard

– Company’s Branding

• PeopleTools 8.56

– Classic Plus Style Sheets

PeopeTools and Fluid



PeopleSoft Fluid Myth vs. Fact

Myth #1

• When you turn on Fluid, everything is Fluid.

Fact

• You will have a hybrid of Fluid and Classic pages but with the 8.56 Tools release of Classic Plus, plus application changes, these pages will look and feel like fluid pages but with out the code line.



Modernize Your Applications and UX

“Classic Plus” Style to Align Classic and Fluid Pages

MW


• Fluid UI where appropriate

• Classic UI will continue to exist

• Enhancement of Classic UI style sheet

• Available with PeopleTools 8.56 plus application delivered changes



Myth #2

• Classic pages require a separate navigation from Fluid navigation. Users need to use the menu to navigate to classic pages

Fact

• Homepage Tiles and Navigation Collections can take users to Fluid and Classic pages. Use Homepages, Dashboards and Navigation Collections to optimize the users’ experience. Group related activities to minimize clicks.




Myth #3

• We can’t use Fluid because we are not ready to roll out Mobile apps.

Fact

• Although mobility is a great advantage of Fluid, it is also optimized for Desktop and can be rolled out without the mobile component


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Service

Evaluate and Monitor Supplier Performance Mobile and Desktop Scorecard Evaluations



Myth #4

• Training our users on Fluid will be a huge undertaking.

Fact

• Fluid apps are designed to be intuitive and easy to use. Advanced Configuration enables a user experience to support both the Casual and Power users. And Fluid widgets are used consistently across the pillars for a unified user experience.




Myth #5

• If we ignore fluid long enough, it will go away.

Fact

• Fluid is a strategic PeopleSoft initiative. PeopleSoft will continue to build out Fluid applications, focusing on a great user experience, Mobile options, and configuration over customization.




Myth #6

• We don’t want to be the first to try Fluid. Is there somebody to help us?

Fact

• Many ERP customers are uptaking and using Fluid. www.PeopleSoftInfo.com is an excellent resource for Fluid Standards and Documentation. PeopleSoft is working with Fluid customers to help drive future Fluid enhancement priorities


http://www.peoplesoftinfo.com/


Modernize Your Applications and UX

• On the PeopleSoft Portal

• Video Feature Overviews

• Spotlight Series

– Strategy

– Development

– Deployment

• UX Standards

• Training

• Documentation

How to Get Started? Leverage the PeopleSoft Fluid UI Concept Page

MW

click me http://docs.oracle.com/cd/E52319_01/infoportal/concepts.html


http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html

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• Start with a small pilot project

– Example: Fluid Approvals

• Decide which Navigation types make the most sense for your company

– Role-based Homepages

– Application Dashboards

– Fluid WorkCenters

– Navigation Collections

• Look at existing analytics and create your own

PeopleSoft Fluid Getting started




Fluid Navigation Focuses on: • Multiple paths for users to access functionality • Users choose the path that is most effective • Use of related actions make navigation work

across all paths

Personalize: • Create new Homepages • Add tiles to Homepages via the tile repository • Add a component tile to any Homepage from

within the component • Add Tiles to the NavBar • Reorder Tiles in the NavBar • Add favorite components to My Favorites in the

NavBar

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |

DEMONSTRATION










Navigation Collection as a Tile


Healthcare Customer’s Example – Dashboard


Challenges • No Customizations • Navigation changes • Access to Daily Tasks Roles / Actions • Inventory • Purchasing • Item Maintenance • Additional Dashboard • Reporting


Healthcare Customer’s Example – Navigation Collections



Sessions Presented by PeopleSoft

Day / Time Title Room

Wednesday 11:15 A Better Procurement User Experience with PeopleSoft Fluid UI Navigation Collections and Homepages #100970

Vienna

Wednesday 1:30 PeopleSoft eProcurement: Intuitive - Mobile - Configurable #100980 Vienna

Wednesday 1:30 Visibility and Efficiency for ERP Operational Managers Delivered by PeopleSoft Simplified Analytics #101250

Grand Ballroom G

Wednesday 4:30 PeopleSoft Mobile Inventory Management - Not Just for Healthcare Anymore! #101000 Paris

Wednesday 4:30 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management #100990 Vienna

Thursday 9:15 Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding #100950

Vienna

Thursday 10:15 Bonus Session: PeopleSoft Supplier Portal and Supplier Scorecarding Q&A Session Vienna

Thursday 11:15 How Are They Doing? Analyze the Performance of Your Suppliers With PeopleSoft #101010 Vienna

Thursday 1:45 Art of the possible with PeopleSoft Supplier and Bidder Onboarding and Management #100960 Vienna

Thursday 3:00 PeopleSoft ERP Product Team Panel Discussion #100900 Florence



PeopleSoft Information Portal www.peoplesoftinfo.com

• Breaking News

• Video Feature Overviews

• Spotlight Series

• UX Standards

• Key Concepts

• Training

• Documentation

• Blogs

• Planned Features / Roadmap


MW

click me

One stop shop for all things PeopleSoft


http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html


PeopleSoft Information Portal – www.peopleSoftinfo.com




My Oracle Support Community (MOSC)


- Create Ideas

- Vote on Ideas

- Discussion Board

- Search for topics

- Search for Documents

Idea Space


Recap

Fluid Overview

Fluid Myths vs. Facts


How to Set Up a Homepage

How to Set Up a Navigation Collection

Additional Information – www.peoplesoftinfo.com

1

2

3

4

5

6




A Better Procurement User Experience with PeopleSoft Fluid UI, Navigation Collections and Homepages

Reconnect 2017 – Session # 100970

Bob Block PeopleSoft Product Strategy Manager

Alexa Masters PeopleSoft Procurement Product Manager and Evangelist

July 19, 2017

Confidential – Oracle Restricted
