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Real Use Cases of Emerging Technology in PeopleSoft

PeopleSoft on OCI, Cloud Platform

Integrations, Chatbots, & Analytics

August 16th, 2021

Cameron McClurg

Managing Director

SpearMC Consulting, Inc.

LinkedIn: cameron-mcclurg

Your Presenter

Cameron McClurgManaging Director

cameron@spearmc.com

(206) 819-7851

Certifications: PeopleSoft, Oracle Cloud

Infrastructure, Hyperion Planning

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SpearMC Consulting

Gartner Recognized, Oracle Specialized

Oracle PeopleSoft

FSCM, HCM , ELM, CS

Managed Services

Oracle Cloud

Hosting

Emerging Technology

Training

Analytics

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Agenda

• PeopleSoft on Oracle Cloud Infrastructure

• Oracle Cloud Platform and Software Integrations

• Oracle Guided Learning

• ChatBots

• Kibana Analytics

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PeopleSoft on Oracle

Cloud Infrastructure

PeopleSoft on OCI

PeopleSoft Cloud Manager

• Lifecycle Management

• Cloud Computing: Elasticity, Patching,

Security

• Automated Features (Backup &

Restore, Start/Stop, Tools Updates,

Cloning, Disaster Recovery)

• Lift and Shift Utility

• Early Release of Tools Upgrades

• New – Governance (Image 12)

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PeopleSoft Cloud Manager - Policies

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PeopleSoft on OCI

PeopleSoft Cloud Manager

• Automated Start/Stop saves

money.

• Simply turning it on for 40 hr

work week only saves 76% of

compute costs.

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PeopleSoft on OCI

OCI Platform as a Service Features

• Oracle Database as a Service/Backup

Service (on prem license

elimination/reduction)

• Autonomous Linux/Autonomous Database

• Oracle Digital Assistant

• Load Balancing

• Oracle Management Cloud

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Oracle Cloud Platform

and Software

Integrations

Oracle Cloud Console

Cost Management

• Cost Analysis

• Budgets

• Quotas

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Oracle Cloud Console

Cloud Advisor

• Delivered tool that scans

for potential inefficiencies

• Downsize underutilized

compute or autonomous

databases

• Attach or Delete Orphaned

block/boot volumes

• Automatically move storage

to lower cost when possible

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Oracle Cloud Console

Cloud Guard

• New as of Fall 2020

• Automated Detection

and Response

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Oracle Guided

Learning

Oracle Guided Learning for PeopleSoft

• Interactive e-Learning Tool

• Task Focused Step by Step Walk Throughs of PeopleSoft Tasks

• Oracle Software as a Service (SaaS) that can hook into PeopleSoft On Prem

• Can replace Training Guides, UPK scripts, Desktop Procedures, etc.

• Will work with Classic, Classic Plus and Fluid Pages

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Oracle Guided Learning for PeopleSoft

• Gather Analytics on which

guides are being accessed

and completed.

• Report on which guides

end-users are adopting.

OGL Analytics Dashboard

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PeopleSoft Chatbots

and Oracle Digital

Assistant

Conversational Interface

Basic Flow

Interpretation of the Intentof the user using Natural

Language Processing (NLP)

Matching to a Dialog Flow Retrieve Data/Information Translate Data back into Conversational Response

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Conversational Interface

Typical Example of User Interaction with PeopleSoft

Example – Steps to Enter Sick time

1.Find link to login to PeopleSoft, Open Navigator (if I know how)

2.Navigate to Self Service

3.Click on Time Reporting

4.Click on Report Time

5.Click on Request Absence

6.Select Absence type (Sick)

7.Type in Date From

8.Type in Date To

9.Submit

End User Training Needed

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PeopleSoft Chatbots

PeopleSoft Intelligent Chat

Assistant from Oracle (PICASO)

– Benefits

– Payroll for NA

– Absence

– Employee Directory

– Expense Inquiry

– Requisition Inquiry

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PeopleSoft Chatbots

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PeopleSoft Chatbots

Absence

AbsenceBalance

CancelAbsence

FutureBalance

Submit RequestAbsence

Review AbsenceRequest

Benefits

AdminContactInfo

DependentBeneficiary

LifeEventInfo

OpenEnrollmentInfo

PlanCost

PlanDetail

PlanProvider

BenefitSummary

Directory

View profile

View manager

View direct reports

View phone number

View job code or position

View contact details

View email address

Payroll

Paychecks

Bank account information

Employee's withholding

Voluntary deductions

Pay schedules

Year-end forms

Garnishments

Contact information

Recruiting

ApplicationStatus

Submitting Applications

SavedSearches

SearchJobs

General Questions

ContactUs

WhatCanYouDo

AppNotification

Announcement

Expenses

Last 5 Reports

Get Name

Get Transaction Details

Search Reports

Send Notifications

Requisition

Item Description Status

Item ID Status

Search Requisitions

Requisition Status

System Requirements

• PeopleSoft HCM Update Image 9.2.031+

• PeopleSoft FSCM Update Image 9.2.033+

• PeopleSoft ELM Update Image 9.2.020+

• PeopleSoft CRM Update Image 9.2.018+

• PeopleTools version is 8.57.07+

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PeopleSoft Chatbots

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Kibana Analytics

Reporting in PeopleSoft

Quick Reference

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Evolution of Elastic Products in PeopleSoft

Integrated Suite of Products

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Why Kibana?

Embedded analytics

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Kibana – Delivered Dashboards

Kibana vs. Pivot Grids

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Incorporate Kibana into your Organization

Begin by

• Training

• Upgrade to PeopleTools 8.58

• Leverage Delivered content

• Do a Report Inventory and Analysis

• Optimize Elasticsearch

• Engage your end users

• Think outside the box

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PeopleTools 8.59

PeopleTools 8.59

Highlights

• Available for On Prem Downloads (as of July)

• Navigation and Search:– HomePage Enhancements

– Enhanced Menu and Search

– Quick Access Bar

– Notifications Panel

• Kibana and Analytics

• Notifications

• Lifecycle Management

• Event Mapping and App Engine Plug In Updates

• And more…

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Remember to complete your evaluation for this session within the app!

Cameron McClurgManaging Director

cameron@spearmc.com

(206) 819-7851