PeopleSoft Higher Ed at BLUEPRINT 4D

Session ID: P-049987

Deploying Insights The good and the Lessons Learned

Presented by:
Devin McCall, North Dakota University System

Abstract:

A presentation looking at the North Dakota University System’s deployment of Insights across HCM, and the lessons learned along the way. This presentation will also explore the communication and the work put in from our Functional and technical team while deploying insights.

Session ID: P-049996

Leveraging Data-Driven Insights and Cloud Readiness: A University Systems Journey in ERP Market Analysis

Presented by:
Corey Quirk, North Dakota University System

Abstract:

Unlock the Future of ERP with the North Dakota University System’s comprehensive approach to modernizing its ERP (Enterprise Resource Planning) system (FIN, HCM, and SIS) and preparing for cloud readiness. This presentation will delve into the university system’s strategic initiatives in ERP market analysis, the enhancement of current ERP systems, and the transition to cloud-based solutions. Whether aiming to upgrade an existing ERP system, prepare for cloud adoption, or seek fresh inspiration for new strategies, this session promises to deliver valuable insights and practical guidance. Learning Objectives: – Explore methodologies used to analyze the ERP market. – Understand the steps taken to assess and enhance cloud readiness. – Gain actionable best practices and lessons learned.

Session ID: P-050034

Seamless Transformation: Upgrading Tools, PUM, and Fluid Together for Enhanced Performance

Presented by:
Stephen Valentine, Milton Hershey School

Abstract:

This presentation highlights the strategic approach and execution of a comprehensive upgrade that simultaneously tackled the PeopleSoft Tools version, the PeopleSoft Update Manager (PUM) version, and the transition to Fluid. The initiative aimed to modernize the system’s functionality, improve user experience, and optimize performance while minimizing disruption to daily operations. The project required meticulous planning, rigorous testing, and robust communication strategies to ensure a smooth transition. Key components of the upgrade process included: •Extensive Testing: A thorough testing framework was implemented to identify and address potential issues, ensure system stability, and validate the functionality of integrated processes. •Strategic Planning: The team devised a detailed project plan to manage interdependencies between the Tools, PUM, and Fluid upgrades, ensuring alignment with organizational goals. •Effective Communication: A comprehensive communication plan engaged the user community, providing regular updates, training resources, and opportunities for feedback to foster understanding and adoption. Attendees will gain insights into the challenges, best practices, and lessons learned from this complex upgrade process, as well as actionable strategies for managing similar projects. By aligning technology enhancements with user needs and operational priorities, this upgrade set the foundation for a more efficient and user-friendly system.

Session ID: P-050158

Creating a Fluid WorkCenter (for Campus Solutions)

Presented by:
Tom Johnson, Duke University

Abstract:

Fluid WorkCenters are the most current take on a Classic tool. WorkCenters are navigation tools that enable users to access all the pages, workflows, and queries needed for a specific task (or tasks). Come to this session to learn how to easily create Fluid WorkCenters, and then deploy them so they can be utilized at your institution. This presentation will provide the attendees with all the knowledge needed to create a Fluid WorkCenter. By the end of this presentation, the attendees will understand the PeopleSoft objects needed for a WorkCenter, the security to create the WorkCenter, the steps to assemble the WorkCenter, and finally, instructions on how to deploy the WorkCenter out to users.

Session ID: P-050267

PeopleSoft Payroll for North America SIG

Presented by:
Nicole Apostola, Princeton University

Abstract:

In-person meeting with your fellow PeopleSoft Payroll for North America SIG members

Session ID: P-050327

Unravelling the Secrets of Effective Data Integration Strategies from on-prem to cloud

Presented by:
Swathika Ganesan, Northwestern University

Abstract:

Northwestern is currently undertaking integration projects between our on-premise PeopleSoft Campus Solutions application and our Graduate School systems that is hosted in the Cloud. The goal is to create a common data integration strategy in Campus Solutions that delivers reusable event messages and micro-services to send real time / near to real time updates of student information while trying to keep the customization to a minimum and thereby keeping the maintenance cost low. Northwestern will be using APIGEE to maintain the APIs and messaging queues and to add an extra layer of security. We will also see some APIGEE side of this implementation and analytics on the load data.

Session ID: P-050417

Cloud Bound: Tackling Integration and Testing Challenges in Migrating a Large SIS to OCI

Presented by:
Varsha Das, University of Central Florida

Abstract:

Migrating a critical system like a Student Information System (SIS) from on-premise infrastructure to Oracle Cloud Infrastructure (OCI) presents complex challenges, particularly in coordinating and testing the integration of multiple cloud-based services. This presentation will showcase the journey of a large university as it successfully migrated its SIS to OCI, emphasizing the rigorous coordination, testing, and troubleshooting efforts that were essential to ensure a smooth transition. The session will delve into the intricacies of testing integrations with third-party cloud vendors, which are critical for ensuring data continuity and system functionality. In addition, the presentation will highlight how to maintain high standards of testing and performance, and reliability throughout the migration process. From planning and communication strategies to the execution of detailed testing protocols, this presentation will provide attendees with practical insights into overcoming the key challenges of a large-scale cloud migration. Attendees will leave with a deep understanding of how to approach the coordination and technical testing required for large-scale cloud migrations, ensuring minimal disruption to services and optimized system performance when transitioning to OCI.

Session ID: P-050418

Balancing the Deluge: Managing IT Project Intake and ERP Requests (Desideratum) with Lean Resources

Presented by:
Rebecca Vilsack, University of Central Florida

Abstract:

In today’s dynamic higher education environment, universities face a growing demand for enhancements to their ERP systems and integrations with cloud applications, often from decentralized departments. These departments enter contracts with third-party vendors, expecting seamless integration with core institutional systems. However, central IT teams are frequently tasked with managing these requests while operating with limited staff and budgets. This presentation will explore how a small, yet highly efficient, central IT team at a large university balances the demands of continuous ERP system enhancements, cloud integration requests, and new and custom functionality while complying with university security and compliance requirements. Through strategic project intake governance and efficient resource utilization, IT leaders can align their limited resources with institutional goals while maintaining high levels of customer satisfaction and system performance. Attendees will leave with actionable insights into optimizing their project intake processes and aligning IT priorities with university goals, all while navigating the unique challenges of a resource-constrained environment.

Session ID: P-050446

Remote Worker – Out the Box. No Frills, All the Whistles

Presented by:
Carmina Vasquez, San Diego Community College District

Abstract:

San Diego Community College District implemented Remote Worker in PeopleSoft HCM in 2024. This feature allows employees to submit requests to work remotely, which managers and HR Admin then review and approve. SDCCD would be honored to share experience implementing Remote Worker module utilizing Activity Guide Configuration, Approval Workflow Engine, and Page & Field Configurator with additional emphasis on communication and security.

Session ID: P-050582

Bridging AI and ERP: A Deep Dive into LLM Integration with PeopleSoft

Presented by:
Sathish Sundaramoorthy, FSU ITS

Abstract:

his session explores the cutting-edge integration of Large Language Models (LLMs) with PeopleSoft, demonstrating how this powerful combination can transform ERP functionality across higher education institutions. We’ll cover the fundamentals of LLMs, delve into prompt engineering techniques, and showcase practical integration methodologies. Key topics include: Introduction to Large Language Models (LLMs) and their potential in higher education Basics of prompt engineering for effective LLM utilization Technical overview of integrating LLMs with PeopleSoft API-based integration Serverless functions for LLM processing Data flow and processing between PeopleSoft and LLMs Security considerations and compliance Performance optimization and scaling strategies We’ll explore real-world use cases across HR, Finance, and Campus Solutions Attendees will gain practical insights into implementing LLM capabilities within their existing PeopleSoft systems, enabling them to drive innovation and efficiency across their institutions.

Session ID: P-050583

Crafting Custom UIs: Advanced HTML/CSS Techniques in PeopleSoft

Presented by:
Sathish Sundaramoorthy, FSU ITS

Abstract:

This technical session delves deep into the art and science of designing and developing custom HTML/CSS pages within PeopleSoft. As institutions strive for more intuitive and modern user interfaces, the ability to create out-of-the-box custom HTML pages becomes crucial. This session will equip developers with the knowledge and techniques to push the boundaries of PeopleSoft’s UI capabilities. Key topics include: Understanding PeopleSoft’s HTML structure and CSS framework Leveraging PeopleTools for custom HTML/CSS development Advanced CSS techniques in PeopleSoft Developing custom HTML pages JavaScript integration for enhanced functionality Custom dashboards and data visualization pages Modern, intuitive forms for student self-service Responsive designs for mobile-first experiences Throughout the session, code examples, live demonstrations, and best practices will be provided to help attendees implement these techniques in their own PeopleSoft environments. Participants will learn how to create visually appealing, functional, and accessible custom pages that seamlessly integrate with PeopleSoft’s architecture.