BLUEPRINT 4D 2026
Event Hub
BLUEPRINT 4D is where business and IT leaders come to get the information they need to make informed decisions about the future of their enterprise applications. Hosted by Quest Oracle Community, BLUEPRINT 4D brings together Oracle product teams, customers, and industry leaders to share practical insight on ERP modernization, cloud strategy, AI adoption, and what’s coming next across JD Edwards, PeopleSoft, and Oracle Cloud Applications.
BLUEPRINT 4D 2026 took place from May 4 – May 7, 2026 at the Hilton Anatole in Dallas, TX
BLUEPRINT 4D 2026 Session Slide Decks
Applied AI
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P-051894
Learn about the Fusion AI Agents that drove efficiencies in a Healthcare Non-Profit Organization
Presented by:
Gustavo Gonzalez, KNEX Technology
Abstract:
Discover how a leading Non-Profit Healthcare organization transformed its operations with Oracle Fusion AI Agents. By automating routine processes, streamlining data management, and providing intelligent recommendations, the organization reduced manual workload, improved accuracy, and accelerated decision-making. This real-world success story showcases how AI can empower mission-driven organizations to achieve more with fewer resources—freeing staff to focus on patient care and community impact while delivering measurable operational efficiencies.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Finance
Cloud Summit: Procurement
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Use Cases
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D
P-052180
AI in Action for JDE: A Practical Guide for Consumers, Creators, and Developers
Presented by:
Richard Yonkers, QuickLaunch Analytics
Abstract:
Artificial Intelligence (AI) and Machine Learning (ML) are no longer abstract concepts for the future; they are accessible tools embedded directly into the BI platforms your team uses today. For JD Edwards users, this presents a massive opportunity to drive unprecedented insight and efficiency. However, the success of any AI initiative hinges on one key ingredient: a clean, reliable, and business-friendly data foundation. This session moves beyond the theoretical to provide a practical guide for unlocking the power of AI with your JDE data. We will begin by tackling the single most important factor for success: data preparation. You will learn how to overcome the common challenges of raw JDE data—from cryptic table names and complex structures to Julian dates—and build an automated, centralized data foundation that truly fuels AI. Join us to see AI in action and discover how it empowers every user across your organization: •For the Analytics Consumer: See how end-users can move beyond static charts and get instant, AI-generated narratives that summarize key insights, explain the drivers behind performance spikes, and automatically detect anomalies they might have otherwise missed. •For the Dashboard Creator: Learn how to shift from drag-and-drop to a direct conversation with your data. We’ll demonstrate how AI-powered “Copilots” can build entire report pages from a simple prompt and edit visuals using plain-English commands. •For the Analytics Developer: Discover how AI can be your co-pilot for building a more intelligent data architecture. See how AI can generate complex SQL from natural language, run forecasting functions directly within the Data Lakehouse, and automate documentation.\nThis session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
AI Agents, Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Development & DevOps
P-052248
Defining the PeopleSoft Path to AI: A Strategic Framework for Intelligent Operations
Presented by:
Joe Finlinson, Mythics LLC
Abstract:
AI is reshaping Oracle’s technology strategy, not only at the application layer, but across the foundational platforms that support mission-critical systems like PeopleSoft. This session explores the broader advancements in infrastructure, data architecture, and embedded intelligence that are enabling a practical and responsible path to AI for PeopleSoft customers. Attendees will learn how AI-driven optimization, predictive resource management, integrated telemetry, and intelligent workflows can reduce manual effort, improve resilience, and enhance operational reliability across PeopleSoft environments. We will examine practical examples such as AI-assisted patching strategies, environment health scoring, anomaly detection, configuration drift monitoring, and natural-language analytics that empower users with faster access to insight. Whether your organization is formalizing an AI strategy or evaluating where AI can deliver measurable business impact, this session provides a strategic framework, real-world use cases, and clear guidance for introducing AI capabilities into PeopleSoft operations in a way that strengthens governance, manages risk, and preserves existing investments.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
AI Agents, Analytics, Artificial Intelligience, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Integrations, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052252
Humans, Meet Your Co-Trainer: Building a Workforce That Learns with AI
Presented by:
Elizabeth Schriefer, iLearnERP
Abstract:
As AI becomes a core partner in enterprise learning, organizations have the opportunity to reimagine how employees develop skills, adapt to change, and engage with new technologies. This session examines how AI can function as a dynamic “co-trainer,” enhancing human-led programs with real-time insights, personalized learning paths, automated content generation, and continuous performance support. Attendees will explore practical strategies for integrating AI into talent development, change management, and cloud transformation initiatives, ultimately creating a workforce that learns faster, adapts confidently, and collaborates effectively with intelligent systems.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Strategy, Personalization
P-052290
JD Edwards + Agentic AI: The Future of Enterprise Intelligence
Presented by:
Manuel Neyra, ERP Suites
Drew Robb, ERP Suites
Abstract:
Agentic AI represents the next wave of AI where systems move beyond a simple task execution to autonomously, plan, reason, and act toward achieving business goals. During this session you will Learn what Agentic AI is, how it differs from traditional AI, and how it will transform the way we work Identify practical Agentic AI use cases tailored to your JD Edwards business processes and objectives Watch a demo on how Agentic AI can take action on your behalf by analyzing financial data, detecting reconciliation gaps, and generating corrective journal entries automatically. Agentic AI represents the next wave of AI where systems move beyond a simple task execution to autonomously plan, reason, and act toward achieving business goals. During this session you will Learn what Agentic AI is, how it differs from traditional AI, and how it will transform the way we work Identify practical Agentic AI use cases tailored to your JD Edwards business processes and objectives Watch a demo on how Agentic AI can take action on your behalf by analyzing financial data, detecting reconciliation gaps, and generating corrective journal entries automatically. Discover how Agentic AI turns JD Edwards from a system of record into a system of action. This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D
P-052298
From SQL to Natural Language: Safely Connecting Oracle Databases to AI Agents
Presented by:
Biju Thomas, Data Intensity
Abstract:
Artificial Intelligence is transforming how we interact with data, but enterprise databases have remained largely disconnected from this revolution—until now. The Model Context Protocol (MCP) represents a paradigm shift, enabling AI assistants to directly query, analyze, and interpret databases through natural language while maintaining enterprise-grade security. Oracle has embraced this by embedding an MCP Server directly into SQLcl, transforming the command line into a highly-auditable, AI-ready endpoint for your database. This session provides a practical, real-world guide on using the SQLcl MCP Server to let developers and DBAs execute complex tasks—from generating natural language reports to deep performance tuning with AWR—using simple chat prompts. This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Use Cases
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Development & DevOps, Oracle Database & Data Platforms, Security
P-052357
The Art of Effective Prompting: Maximizing Chat AI for JD Edwards Users
Presented by:
Lonny Blan, Remote CNC Services
Abstract:
As AI becomes an essential tool in JD Edwards EnterpriseOne organizations, the ability to craft clear and effective prompts is rapidly becoming a critical skill for executives, business analysts, developers, and end users alike. This session demystifies how chat-based AI systems interpret language and provides practical strategies for turning vague questions into precise, high-value prompts that produce consistent and accurate results. Attendees will learn why AI sometimes “hallucinates,” how to avoid misleading outputs, and how to structure prompts to improve reliability, traceability, and alignment with JDE-specific tasks. Whether you are troubleshooting CNC issues, designing orchestrations, writing SQL, documenting business processes, or simply exploring new capabilities, proper prompting dramatically increases productivity and reduces errors. This presentation will include real-world examples from JD Edwards administration, development, and functional workflows—showing how AI can accelerate problem solving, code generation, documentation, analytics, and decision-making when guided effectively. Attendees will leave with a practical prompting framework, ready-to-use templates, and a clear understanding of how to get the most value from modern chat AI within the JD Edwards ecosystem.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Analytics, Artificial Intelligience, BLUEPRINT 4D, Development & DevOps, Orchestrator, Workflow Automation
P-052377
Understanding how to Apply AI to Business
Presented by:
Rich Niemiec, Viscosity North America
Abstract:
This is a Business look at practical applications of Machine Learning & AI. Using Oracle Machine Learning algorithms, I’ll show how to produce results quickly for a business. Training a model with either data that you have or data via Big Data opportunities will be key to teach a model. After you have the correct algorithm, testing the model on new data that starts to prescribe what to do in the future on things like Big Data or other data in other places. Understanding which customers or potential customers are likely to buy is another place to leverage AI. Finding anomalies quicker to address as needed (potentially with an Agent). Finding the product that is the next product a customer will buy is helpful to increase revenue. Finding attributes of great customers create opportunities & you’ll learn what they want to buy first or second. Add a chatbot to ask the customer or help the customer or employee find something in a document.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Leadership
P-052390
AI-Driven Data Interrogation in PeopleSoft: Creating a Platform-Agnostic Framework for GenAI
Presented by:
Chris Yeager, CACI Inc.
Abstract:
How do we address the pressing and ever-growing challenge of managing and interrogating vast amounts of enterprise data, both within and outside PeopleSoft? Traditional methods often fall short in providing efficient and intuitive access to this data, leading to inefficiencies and missed insights. While PeopleSoft has made several strides in recent years utilizing OpenSearch to address this problem (Global Search, Real-Time Indexing, OpenSearch Dashboards, etc.), Generative AI has potential to unlock additional data insights. We will demonstrate how to leverage a platform-agnostic AI framework to interact with large language models (LLMs) within PeopleSoft to interrogate enterprise data. In this talk, we highlight a few specific use cases that showcase the practical applications of this technology: •We’ll explore a Retrieval-Augmented Generation (RAG) approach to interact with a knowledge base, facilitating a chat capability where users can ask questions about enterprise policies, procedures, and processes. •We’ll feed data directly from PeopleSoft into the AI, allowing users to securely ask questions on any data which they have access to. We rely on PeopleSoft Security and PeopleSoft Search Framework for dynamic OpenSearch queries, inheriting appropriate document level security to control what data the AI can access.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Use Cases
Tags
Artificial Intelligience, BLUEPRINT 4D, Generative AI, PSFT Search Framework, Security
P-052393
Top 10 AI Questions You’re NOT Asking
Presented by:
Andrew Bediz, Gideon Taylor
Abstract:
In today’s fast-evolving AI landscape, organizations are racing to deploy intelligent systems but often overlook crucial factors that shape success, sustainability, and trust. While many assume their teams or partners have these bases covered, the reality is more nuanced, and the risks, more significant. This session, grounded in real-world examples of implementing AI within PeopleSoft and related enterprise systems, explores the Top 10 AI Questions You’re NOT Asking. It cuts through the buzz to highlight what truly matters in enterprise AI adoption. From understanding how your data is used and governed, to ensuring fairness, transparency, and long-term adaptability, this talk empowers participants to think critically about every stage of their AI journey. Attendees will leave with a practical checklist to assess and strengthen their AI initiatives with confidence, clarity, and accountability.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D
P-052499
BLUEPRINT 4D Keynote: Reinventing How Work Works: A New AI-Powered Operating Model for the Enterprise
Presented by:
Yvette Cameron, Oracle America: Inc
Abstract:
Work is being fundamentally redefined. What was once structured around transactions and processes is becoming dynamic, intelligent, and outcome-driven. AI is driving this shift and transforming enterprise applications into systems that anticipate, guide, and adapt to how work actually happens. But realizing this promise requires more than embedding AI into existing workflows. It demands that leaders rethink how work gets done and design a new human-agent workforce aligned to business outcomes. In this session, explore how Oracle Fusion Applications enable this transformation. Leave with a clear framework to assess your current processes, build the case for change, and take practical steps to reinvent how work works in your organization. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052592
JD Edwards Workshop: The JD Edwards Copilot Workshop – Turning Generative AI Into Productivity
Presented by:
Pontus Strindlund, Syntax Systems USA: LP
Abstract:
Due to the hands-on nature of this session, there is an additional $49 fee to participate. Please visit your My Registrations page of your Quest account to add this session to your conference registration or you can visit Registration on-site if you are already at the event. Walk-ups will be accommodated on site as space allows. Note: Registration is limited to customers only. Join our hands-on workshop to learn how to build a powerful Generative AI Agent that integrates seamlessly with JD Edwards. Participants will explore how to create a Microsoft Copilot Studio agent to manage Sales Orders and Work Orders, enabling smarter automation and streamlined workflows. By the end of the session, you’ll understand best practices for leveraging GenAI to enhance operational efficiency and deliver real business value. Please bring a laptop to the session to participate.
This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Applied AI: Innovation to Impact: AI Use Cases
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Generative AI, Healthcare, Higher Education, Integrations, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052593
Enabling the Path to AI with JD Edwards: A Practical Executive Roadmap
Presented by:
Paul Shearer, Denovo
Abstract:
Artificial Intelligence is rapidly reshaping how organizations operate, but for JD Edwards customers, the path to AI does not require abandoning existing investments. Instead, organizations are tasked with defining a clear strategy that aligns business priorities, data readiness, and platform capabilities to unlock measurable value. This executive session explores how JD Edwards organizations can enable AI to improve decision-making, streamline operations, and accelerate innovation, whether they decide to remain on-premise, leverage Oracle Cloud Infrastructure (OCI), integrate Cloud ERP, or pursue a hybrid strategy. Attendees will examine how AI-driven capabilities such as predictive analytics, intelligent automation, anomaly detection, and conversational interfaces can modernize workflows, reduce operational friction, and enhance user experience within the JD Edwards ecosystem. Through real-world examples and strategic insights, we will outline the foundational elements required for AI success: clean and accessible data, modern architecture, governance frameworks, and business alignment. Executives will gain a practical roadmap for introducing AI responsibly and efficiently to transform their JD Edwards system. Join us to learn how to enable AI on your terms, leverage modernization investments strategically, and position your JD Edwards environment for long-term innovation in an AI-driven world.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Integrations, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Tribal Nations, User Experience, Workflow Automation
P-052596
Accelerate your move to Fusion Applications with AI-powered automation
Presented by:
John Mageropoulos, Oracle America: Inc
Abstract:
The case for moving from on-premise applications such as JD Edwards and PeopleSoft to Fusion Applications with embedded AI is compelling. This move involves navigating extensive information, evaluating options, and developing a roadmap to guide the transformation. Our AI-powered innovations help streamline and automate this process to accelerate implementation, reduce risk, and shorten time to value. Discover how our advanced solutions can simplify the transition to Fusion Applications, allowing organizations to proceed with confidence and efficiency while achieving measurable results.
This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052600
Turning ERP Challenges into AI Opportunities: A Practical Discovery Framework for Oracle ERP Customers
Presented by:
Sherri Conrardy, Redfaire International
Abstract:
Oracle ERP customers frequently ask: Where should we apply AI first—and how do we know it will work? This session answers that question by walking through hands-on AI Discovery that has been successfully used to identify AI opportunities in JD Edwards and other ERP environments. Many organisations want to “use AI” in their ERP landscape, but struggle to identify where it will deliver real business value. Too often, AI initiatives start with technology and end without impact. The session will share practical examples and lessons learned from real customer engagements, demonstrating how organisations can move from AI curiosity to confident, value-driven adoption within their Oracle ERP landscape.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Cloud Summit: Finance
Tags
Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations
P-052601
Bringing AI to ERP Data: AI-Driven Automation for JD Edwards and PeopleSoft on OCI
Presented by:
Amarnath Aitha, Oracle America: Inc
Abstract:
ERPs such as JD Edwards and PeopleSoft produce vast amounts of operational data, yet architectural constraints and siloed access limit its usability by modern AI and agentic frameworks. This gap prevents organizations from moving beyond static reporting to AI-driven insights and intelligent, automated decision-making. This session explores how bringing AI directly to enterprise data—leveraging Oracle AI Data Platform and OCI Generative AI models —can unlock the full value of ERP systems. Using modern AI techniques such as vector databases, retrieval-augmented generation (RAG), and large language models (LLMs), organizations can enable secure, natural-language access to ERP data while preserving existing JD Edwards and PeopleSoft investments. The presentation will walk through practical reference architectures built on OCI, including the use of the Oracle 26 AI Lakehouse to unify structured ERP data and unstructured enterprise content for AI-driven analytics and automation. Real-world use cases will demonstrate AI-assisted ERP reporting, contextual knowledge discovery, and NLP-enhanced workflows that reduce manual effort and accelerate decision-making. In addition, the session will outline best practices for enterprise-grade security, data governance, model lifecycle management, and the design of AI agents using agentic frameworks to orchestrate multi-step ERP interactions. The session will also offer a forward-looking view into emerging patterns such as agent-to-agent collaboration, highlighting how coordinated, multi-agent workflows can further extend ERP automation while keeping data close to its source. It will also cover scalable deployment patterns on OCI. Attendees will leave with actionable architectural patterns and implementation strategies to deliver AI-led business outcomes using their existing Oracle ERP data assets.
This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Use Cases
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Generative AI, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Oracle Database & Data Platforms, Public Sector, Real Estate, Retail, Security, Tribal Nations, Workflow Automation
P-052603
Scale AI Without Risk: Modernizing GRC with ALLOut
Presented by:
Dr Frosoulla Kofterou, ALLOut Security
Abstract:
As organizations integrate AI and automation in JDE to drive business decisions, strengthening GRC frameworks is critical. This session explores how, by updated best-practice approaches to risk management. ALLOut supports effective AI adoption, providing scalable security and compliance safeguards to close accountability gaps and limit audit exposure throughout your organization’s transformation initiatives.
This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Low Code/No Code, Security
P-052605
JDE as a Service
Presented by:
Russell Codlin, Rinami
Abstract:
Discover how to unlock the full potential of Oracle JD Edwards by reimagining it as a flexible, service driven engine rather than a traditional ERP locked behind a complex UI. In this session, “JDE as a Service,” you’ll see how to abstract key ERP functions into modern, consumable services that can power rich digital experiences across various platforms such as Microsoft Teams, web and mobile apps, and AI driven agents. Attendees will gain practical guidance on identifying which JDE processes and data domains are best suited for service abstraction—ensuring maximum business impact with minimal disruption. We’ll also explore best practices for crafting intuitive, user friendly digital touchpoints, enabling teams to interact with JDE in ways that feel natural, familiar, and efficient. Beyond UX, the presentation will dive into the architectural patterns needed to expose these services securely, including authentication strategies, access control models, and methods for safeguarding ERP data in distributed environments. Join us to discover how this approach not only expands JDE’s reach across your organization but also simplifies training, accelerates adoption, and positions your ERP as a scalable platform for future innovation.
This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Orchestrator, Security, User Experience
P-052607
Maximizing ROI with JD Edwards Modernization
Presented by:
Mohammad Shujaat, ERP Suites
Abstract:
Modernizing JD Edwards is one of the most effective ways executives can improve performance while lowering cost and risk. But modernization must go beyond upgrades — it requires leveraging orchestrations, RPA, enterprise automation, and AI to transform how the business operates. This session connects JD Edwards modernization to outcomes executives care about most: •greater operational efficiency through automation •reduced manual effort and support costs •improved data visibility for better decisions •stronger resilience and scalability Explore how leading organizations are transforming to streamline processes, increase productivity, and deliver measurable business value. Leave with proven, real-world approaches to position JD Edwards as a platform that helps the business run better, faster, and at lower cost.
This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates
P-052614
ERP Modernization: Practical Steps Towards AI Readiness
Presented by:
Barry Holland, Navisite, a part of Accenture
Abstract:
ERP modernization does not always require a complete system overhaul. In this session, Navisite, part of Accenture, will discuss how organizations can incorporate AI into a phased modernization approach that enhances ERP capabilities over time. By improving user experience, strengthening decision-making, and increasing operational effectiveness, AI can deliver tangible benefits without disrupting existing ERP environments. Attendees will leave with practical insights into how AI can support a modernization roadmap while maximizing the value of their current ERP investments.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, BLUEPRINT 4D, User Experience
P-052617
AI-Powered Transformation for Oracle On-Premises Applications
Presented by:
Antonia Andrews, Oracle America: Inc
Abstract:
Organizations leveraging JD Edwards, EBS, PeopleSoft and Siebel are continually seeking innovative solutions to unlock greater value from their trusted on-premises applications. Artificial Intelligence is now enabling new ways to automate processes, derive actionable insights, and improve decision-making—without the need for a full-scale cloud migration. In this session, Oracle Consulting will showcase how AI-powered strategies can modernize and extend your existing On-prem environments. Learn from real-world examples of process automation, enhanced user experiences, and predictive analytics—delivered while maintaining your on-premises footprint. Join us to discover practical approaches, best practices, and how Oracle can partner with you to drive sustainable transformation and maximize the impact of your core applications.
This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Analytics, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052629
Steltix Engineered Powertrain: How AI-Driven, F1-Style Telemetry Improves Performance, Resilience and Cost Efficiency
Presented by:
Jeff Amerine, Steltix
Abstract:
Most organisations focus on upgrading or extending JD Edwards — but overlook the platform that ultimately determines its performance, cost, and resilience. In this session, Steltix introduces Digital Powertrain Engineering — a proven approach to optimising the platform that powers JD Edwards, without changing the application itself. Across multiple customer environments, this approach has delivered: •30–40% infrastructure compression •40–50% run cost reduction where optimisation levers exist •5–10× faster batch processing windows •Material improvements in responsiveness and stability under load We will share where this has been applied, what challenges were addressed, and the measurable outcomes achieved across different JD Edwards estates (on-premises, cloud, and hybrid). Attendees will gain insight into: •Why the platform layer is the most overlooked driver of JD Edwards performance •The impact of engineering the environment correctly — on cost, speed, and reliability •Common characteristics of high-performing JD Edwards estates •Real-world results from organisations that have taken this approach This is not about replacing JD Edwards — it is about engineering the platform that powers it.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Governance & Trust
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Strategy, Digital Transformation
P-052634
Hey Dilbert, Can AI Write My Requirements Too?
Presented by:
Mahesh Sathenjeri, Syntax Systems USA: LP
Abstract:
Generative AI is the buzzword of the moment—but what can it actually do in a real “day in the life”? In a classic Dilbert cartoon, when asked for a business requirement to design a system, Dilbert replies, “We need a system to define requirements.” Today, that same question applies to AI: everyone says GenAI can do everything—but what can it really do for me? This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Orchestrator
P-052651
How Berlin Packaging’s Commitment to PeopleSoft Is Paying Off with the Help of ERPA
Presented by:
Sean Love, ERPA
Abstract:
Berlin Packaging is capitalizing on Oracle’s 10-year commitment to PeopleSoft. Theirs is a story of PeopleSoft maintenance and modernization after deciding to recommit to PeopleSoft upon finding a trusted partner who’s equally committed. In this session you will learn why Berlin Packaging went all in on PeopleSoft and the outcomes they are enjoying, albeit with a lean internal team. Join us to hear how Berlin Packaging is laying the foundation for growth and a bright future.\nThis session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Digital Transformation
P-052652
J.B. Pointdexter’s Playbook for High-Performance AP Automation in JDE
Presented by:
Alanna Melones, J. B. Poindexter & Co: Inc.
Abstract:
How do you turn a stalled automation initiative into a scalable, high-performance enterprise solution? For J.B. Poindexter & Co., a global leader in transportation and manufacturing, the answer was identifying a solution flexible enough to navigate the complexities of eight distinct, decentralized business units. In this session, J.B. Poindexter and IntelliChief reveal the blueprint for automating complex accounts payable environments within JD Edwards. We’ll go beyond the 3-way match to discuss technical hurdles that can derail standard automation, including handling special charges like freight and volatile tariffs, and complex non-PO invoices. Attendees will learn how J.B. Poindexter: · Consolidated 8 different operational processes into a single, transparent workflow. · Rescued stalled automation aspirations by prioritizing platform flexibility over “out-of-the-box” rigidity. · Shifted their team’s focus from manual data entry to high-value analytical research and supply chain optimization. · Gained the audit tracking and visibility necessary to improve discount capture and process efficiency. This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, JDE Financials, Low Code/No Code, Orchestrator, Workflow Automation
P-052653
Oops, We Did It Again: Watching Tech Repeat Construction’s Greatest Mistake – A Cross-Industry Analysis of Entry-Level Elimination and Long-Term Talent Shortages
Presented by:
Shannon Alred, Brown & Root Industrial Services
Abstract:
The construction industry’s 500,000-worker shortage didn’t happen overnight—it resulted from 30 years of systematic decisions to eliminate entry-level pathways, underinvest in apprenticeships, and push everyone toward four-year degrees. Today, experienced tradespeople retire at a 5:2 ratio to new worker recruitment, leading to project delays, cost overruns, and the loss of irreplaceable knowledge across the industry. Technology organizations are now repeating this pattern at an accelerated pace. Research reveals that 35% of positions labeled “entry-level” require three or more years of experience—an impossible paradox for new graduates. As AI systems automate routine tasks that historically provided learning opportunities for junior employees, technology companies reduced new graduate hiring by 25% while simultaneously increasing recruitment of experienced professionals by 27% between 2023 and 2024. Recent interdisciplinary research examining AI’s impact on the workforce across multiple sectors. Will show how eliminating entry-level pathways creates long-term talent shortages, recognize parallel warning patterns between construction (1990-2020) and technology (2020-present), identify early-warning metrics in their own organizations, and implement actionable strategies to preserve workforce development pipelines while embracing AI innovation. Unlike construction—which took 30 years to recognize its talent crisis—technology leaders have perhaps 5-10 years to change course. This session provides frameworks for avoiding construction mistakes while maintaining a competitive advantage through sustainable development of the talent pipeline. The title references the late 1990s, when construction began to make these critical errors; the content ensures that technology doesn’t repeat them.
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Cloud Summit: Cross Cloud Apps
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052657
AI Starts with Insight: Building Trusted Data Foundations for Reporting Modernization
Presented by:
Sing-Lu Byers, insightsoftware
Abstract:
AI adoption fails without clean, trusted, and well‑governed data. This session explores how organizations can build an insight‑ready reporting foundation that accelerates modernization and prepares teams for AI, without needing to deploy AI yet. Attendees will learn practical steps to reduce data fragmentation, strengthen governance, and create real‑time visibility across finance and operations. We’ll outline an actionable readiness framework and demonstrate how insight‑driven reporting tools like Hubble support secure, reliable decision-making on the path toward future AI initiatives. This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Governance & Trust
Tags
Artificial Intelligience, BLUEPRINT 4D, Security
P-052667
The JD Edwards AI Future: What Leaders Aren’t Hearing Anywhere Else
Presented by:
Ayo Fernando, City of Plano, Texas
Abstract:
AI is rapidly reshaping how you operate, make decisions, and support users. The window to act is now! This session moves beyond the hype to give a grounded view of what AI means for JDE organizations today and what’s already possible with Oracle’s technology stack. This panel blends human:digital perspectives, exploring the visionary and operational angles of AI. It features leadership from the City of Plano, the former CIO of Graniterock, experts from Broadpin, and Clara — a functioning AI JDE digital avatar. Gain insight into: • Executive perspectives on AI readiness, practical impact, and adoption within JDE • Real world data readiness and foundational considerations • How OCI AI services connect to JDE today • How AI assistants enhance processes, user support, and operational workflows • How JDE can be a launchpad for Fusion capabilities without replacing what works • How enterprise managed services and support are evolving with AI Whether you’re beginning to explore AI or planning your next move, this session offers a grounded, forward looking perspective on how JDE customers can act on AI’s potential today and build toward an intelligent, connected tomorrow. The following session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Digital Transformation, Leadership, Workflow Automation
P-052670
AI-Driven Automation for JD Edwards in Finance & HR Operations
Presented by:
Rajan Kaistha, RST Solutions
Abstract:
Enterprises running JD Edwards are under increasing pressure to modernize without disrupting core operations. This presentation reveals how AI and intelligent automation can instantly elevate performance across Finance, Order Management, and HR—without replacing existing systems. We explore how AI transforms Accounts Payable through touchless invoice processing, accelerates order to cash by converting purchase orders to sales orders with zero manual effort, and reimagines HR workflows with AI powered talent identification, automated digital forms, and personalized onboarding journeys. Together, these capabilities streamline operations, reinforce data accuracy, reduce cycle times, and unlock new levels of efficiency. The result is a smarter, more resilient organization equipped to make faster, more strategic decisions across the entire enterprise workforce and operational landscape. This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Low Code/No Code, Personalization, Workflow Automation
P-052673
AI agent driven business process automation
Presented by:
Darwin Thangappan, ASIR Inc.
Abstract:
In this session, we introduce AI agent–driven business process automation—powered by ACRA Agentic AI—as the next evolution of enterprise transformation. By enabling intelligent agents to operate seamlessly across JD Edwards and connected systems, organizations can orchestrate end-to-end processes, enforce governance, and execute workflows autonomously across critical business functions. Discover how to build a scalable automation strategy that complements existing tools such as Orchestrator and RPA—delivering measurable outcomes, increasing agility, and enabling continuous, intelligent execution across the enterprise. The following session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Personalization, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052678
Your JD Edwards just learned to think – Experience the power of JDE with AI & MCP
Presented by:
Shannon Moir, Fusion5
Abstract:
You didn’t invest in JD Edwards to replace it. You invested in it to maximise it. Now, AI makes that possible. What if your ERP could answer questions, execute transactions, audit itself and train your workforce—instantly? JD Edwards has always been the backbone of your business—rich in data, deeply integrated, and highly secure. But accessing that power has traditionally required time, expertise, and effort. This session introduces a production-ready AI workforce for JD Edwards built on MCP servers that transforms how users interact with your system. Using natural language, your teams can query data, trigger transactions, generate reports, and automate complex workflows—without navigating menus or relying on specialists. This isn’t a concept. It’s a live, working AI layer embedded into your JDE environment, fully aligned with your security model and running within your own infrastructure. In this session, you’ll experience: * Real-time decision-making powered by live JDE data * AI agents executing business processes end-to-end * Faster onboarding with dramatically reduced dependency on JDE experts * A system that continuously learns and adapts to your business This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Simplify & Automate
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Orchestrator, Security, Workflow Automation
Cloud Summit
Filter by product category:
P-051894
Learn about the Fusion AI Agents that drove efficiencies in a Healthcare Non-Profit Organization
Presented by:
Gustavo Gonzalez, KNEX Technology
Abstract:
Discover how a leading Non-Profit Healthcare organization transformed its operations with Oracle Fusion AI Agents. By automating routine processes, streamlining data management, and providing intelligent recommendations, the organization reduced manual workload, improved accuracy, and accelerated decision-making. This real-world success story showcases how AI can empower mission-driven organizations to achieve more with fewer resources—freeing staff to focus on patient care and community impact while delivering measurable operational efficiencies.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Finance
Cloud Summit: Procurement
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Use Cases
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D
P-051898
Hands-On with Agentic AI Studio: Turning Everyday Workflows into Autonomous Operations
Presented by:
Aswanth Vaidiswaran, Docusign
Abstract:
This session provides a hands-on exploration of how Oracle Agentic AI Studio can simplify and transform enterprise operations by enabling intelligent, autonomous agents that act as digital coworkers. Attendees will learn how to move beyond traditional automation and build Agentic AI solutions that can reason, learn, and act within business contexts such as finance, procurement, and supply chain. Through live demonstrations and guided exercises, participants will see how to design, deploy, and govern agents that execute real-world tasks like purchase order releases, invoice triage, and supplier onboarding—without manual intervention. This presentation is ideal for finance, procurement, supply chain, and Non-IT professionals, as well as enterprise architects and automation leaders looking to modernize business processes. Attendees will gain practical insights into identifying high-impact use cases, orchestrating multi-agent collaboration, and applying responsible AI governance. By the end of the session, participants will be equipped with a clear understanding of how to implement Agentic AI within Oracle Cloud applications to achieve measurable efficiency, compliance, and user satisfaction improvements.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D
P-051927
Lessons in Wayfinding: Navigating Kamehameha Schools’ Voyage from PeopleSoft to Oracle Fusion Cloud
Presented by:
Ken Tyson, Kamehameha Schools
Jason McCabe, Elire: Inc.
Abstract:
This session proposal tells a real story of transformation and partnership. Kamehameha Schools, one of Hawai‘i’s largest private educational trusts and landowners, took on the challenge of modernizing its legacy PeopleSoft systems. Together with Elire, they completed a full Oracle Fusion Cloud ERP and EPM transformation on time, within a 12-month window. But what makes this story worth sharing is how it happened. The presentation will show how a clear strategy, trust-based partnership, and Elire’s proprietary PeopleSoft-to-Cloud accelerator tools turned a complex migration into a repeatable success model. The focus will be on practical lessons learned: how governance and decision discipline kept the project on track, how data conversion accelerators removed risk, and how methodology shaped delivery. The audience will hear directly how Kamehameha Schools balanced education, land management, and financial operations within a single Oracle Cloud platform and why that matters for other public-purpose and higher-education institutions. The team overcame natural disruptions, competing priorities, and tight timelines while maintaining full scope, including advanced modules like Risk Management Cloud, Fusion Data Intelligence, and Oracle Digital Assistant. This presentation matters because it shows what’s possible when technology, people, and trust align. It highlights a proven model for moving from PeopleSoft to Oracle Fusion Cloud efficiently, securely, and with confidence. It’s a story not about tools alone but about partnership, the kind that defines successful cloud transformations. Key Takeaways: – A clear path from PeopleSoft to Oracle Cloud. Day 0. Day 1. Day 2. What happens in each step and why it lowers risk. – How a 12-month ERP go live stayed on schedule. Governance, scope control, and decision rituals that worked. – The partner model that sustained trust. KS leaders and Elire set simple rules for decisions and communication.
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Security
P-051937
Mashantucket Pequot Tribal Nation: A Strategic Approach to Oracle EPM Optimization
Presented by:
Roberto Casanova, Mashantucket Pequot Tribal Nation
Scott Costello, Elire: Inc.
Abstract:
Mashantucket Pequot Tribal Nation (MPTN), owners of Foxwoods Resort Casino, partnered with Elire to enhance their Oracle EPM environment, streamline reporting, and build a scalable workforce planning model. Learn how MPTN optimized planning for both government and enterprise operations, strengthened user adoption through targeted training, and automated data integration with Oracle’s EPM Pipeline Tool. Hear directly from Robert Casanova, Manager of FP&A, on how the Nation expanded its use of EPM with Smart View, Narrative Reporting, and AI-powered forecasting. Attendees will gain practical insights and lessons learned to apply in their own EPM optimization journeys.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
Tags
Automation, BLUEPRINT 4D, Tribal Nations
P-052021
Stuller’s Diary of SUCCESS – How to Ensure Success when Simultaneously Implement Oracle EPM & Oracle Fusion ERP
Presented by:
Terrance Walker, Argano
Abstract:
Implementing Oracle EPM and Oracle Fusion ERP at the same time is a high-stakes endeavor that demands precision, collaboration, and a clear roadmap. In this session, we’ll share Stuller’s real-world journey—highlighting strategies, lessons learned, and best practices that enabled a seamless dual implementation. From aligning finance and operations to managing change and mitigating risk, this session provides a practical blueprint for organizations looking to achieve rapid value without compromising stability. Attendees will gain actionable insights into governance, integration, and phased adoption strategies that drive success across both platforms.\nThis session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy
P-052025
Spoiler Alert! Ten Tips for a Successful Grow Implementation
Presented by:
Tabitha Robinson, Choctaw Nation of Oklahoma
Abstract:
Discover ten insider tips for a successful Grow implementation from the Choctaw Nation of Oklahoma. Drawing from what went exceptionally well and a few lessons we’d only share with close friends, this session offers practical guidance across project planning, business design, decision-making, change management, user adoption, and solution evaluation. Bonus: See post-implementation metrics and outcomes one year later that reveal what worked, what evolved, and how we continue to foster associate engagement moving forward. P.S. The password is “Engaged!”
This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Human Resources, Tribal Nations
P-052126
Visual Builder Studio Toolbox: Equipping Best Practices
Presented by:
Seth Buechler, Choctaw Nation of Oklahoma
Abstract:
As Oracle Cloud continues to roll out Redwood enabled pages, the tools to manage these pages become a must-know resource for administrators. Join the Choctaw Nation’s journey from the first day of standing up Visual Builder Studio to where we are today. Take key insights from our challenges and experiences, add a few of our evolving best practices to your setup, and leverage these powerful tools Oracle has provided!
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Low Code/No Code, Personalization, Redwood, Visual Builder
P-052139
Navigating the Redwood Transition in Oracle Core HR: Strategy, Execution, and Lessons Learned
Presented by:
Sara Ramos, Choctaw Nation of Oklahoma
Abstract:
“Navigating the Redwood Transition in Oracle Core HR” shares how the Choctaw Nation HR Systems team executed a phased rollout of the Redwood experience, balancing modernization with stability and user adoption. The session highlights strategies for planning, communication, and change management that turned a potentially disruptive shift into a smooth transformation. Attendees will learn how to structure a Redwood rollout that minimizes operational impact, leverage Visual Builder Studio (VBS) for tailored page design, and use Oracle Guided Learning (OGL) to embed real-time support and drive adoption. This session is ideal for Oracle HCM administrators, HR system leads, and project managers looking for practical methods to manage stakeholder expectations and deliver a confident, user-centric transition.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Low Code/No Code, Oracle Guided Learning, Personalization, Redwood, Visual Builder
P-052226
How Business Engagement Equals Success
Presented by:
Kathleen Fletcher, Choctaw Nation of Oklahoma
Abstract:
Introducing new software or new functionality in existing software is stressful for business users – that’s just the truth. Not addressing this simple truth can be costly and diminish your return on investment. Learn how Choctaw Nation’s supply chain management and finance business partners engagement laid the foundation for successful implementation and adoption. Hear how they are now making improvements for the Choctaw Nation. The role of business engagement extends well beyond the planning phase to ensure long-term success. Through a series of collaborative meetings to gather foundational information, we used a hybrid agile approach to demonstrate the end-to-end process. This allowed our business partners to provide invaluable feedback during the build process. Durning UAT, they were able to focus on fine tuning because they were not overwhelmed by the new system. Post-implementation involvement was crucial for monitoring performance, gathering user feedback, and identifying opportunities for optimization. By treating implementation as a continuous improvement process and consistently involving the business stakeholders, the business is maximizing their return on investment.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D
P-052266
Leading Cloud Transformation: Practical Strategies for Emerging Leaders
Presented by:
Melanie Trudell, The Wendy’s Company
Abstract:
This session provides a practical overview of the tools, frameworks, and leadership skills essential for driving a successful organizational cloud transformation. Participants will gain actionable insights into how to effectively communicate business value, understand and adapt to different audiences, and build the trust necessary to guide teams through change. With a focus on real-world application, the session offers practical tips and proven approaches to help leaders confidently navigate the complexities of cloud transformation. This presentation also serves as a preview of the content featured in the Quests Emerging Leaders Program, offering a glimpse into the leadership development journey that empowers rising leaders to drive meaningful, technology-enabled change.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Emerging Leaders, Leadership
P-052299
The Ultimate Oracle Power Play: Choosing Multicloud for your Enterprise
Presented by:
Biju Thomas, Data Intensity
Abstract:
Navigating Oracle database options (Exadata Cloud Service, Autonomous Database) within a multicloud strategy presents key architectural challenges. This deep-dive provides practical guidance, focusing on the critical decision of whether to go all-in on OCI or utilize a Multicloud deployment. We dissect technical and financial trade-offs, comparing performance, fine-grained scalability, operational autonomy, and Total Cost of Ownership (TCO) for high-demand OLTP/DW workloads. Leave with a clear methodology and action plan to confidently architect the best-fit Oracle database solution for your enterprise.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
Autonomous Database, BLUEPRINT 4D, Cloud Strategy, Oracle Database & Data Platforms
P-052321
AI-Powered Payroll Support Analyst
Presented by:
Sarika Walse, Birlasoft, Inc.
Abstract:
Discover how the AI Powered Payroll Support Analyst, integrated with Oracle HCM Cloud, transforms payroll operations by automating activities traditionally performed by payroll support consultants. Acting as a virtual payroll specialist, the agent diagnoses employee level payroll issues by analyzing pay run data, identifying discrepancies, and determining root causes such as missing element entries, retro events, or rate changes, all within the context of a specific payroll run. The agent further streamlines resolution by generating prevalidated HDL (HCM Data Loader) files for review and execution, eliminating the need for manual data investigation and correction. By replicating the analytical expertise of a payroll support consultant, it standardizes diagnostics, accelerates resolution, and ensures audit ready accuracy. This session will demonstrate how the Payroll Support Analyst Agent enhances efficiency, reduces operational effort, and improves payroll accuracy through intelligent automation, enabling payroll teams to focus on strategic oversight rather than repetitive troubleshooting.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Human Resources, Integrations, Payroll
P-052361
Oracle Cloud Customer Connect & Oracle AI Success Navigator: A tool combination for winning with Oracle Cloud
Presented by:
James McBride, Voya Financial
Jeffrey So, Voya Financial
Abstract:
Come join us as we explore two powerful tools for your journey as an Oracle Cloud customer: Oracle Cloud Customer Connect & Oracle AI Success Navigator. During the session we will discuss how customers can use Oracle Cloud Customer Connect to learn about and seek assistance for all of their Oracle Cloud tools. This includes asking questions, answering question, creating/supporting ideas for product enhancement, and viewing roadmaps of future functionality. We will additionally discuss Oracle Cloud Success Navigator as power tool for any stage of your Oracle Cloud journey. Oracle Cloud Success Navigator is a powerful resource for many items including starter configuration, AI adoption, Quarterly Release review/tracking, and communication to business teams.\nThis session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D
P-052383
Building Agents in Oracle Fusion Apps
Presented by:
Rich Niemiec, Viscosity North America
Abstract:
I’ll show how to quickly copy & build agents & agent teams inside of Oracle Fusion Applications. First, we’ll look at some basics of Agents & then we’ll look at the architecture supporting the building and leveraging of Oracle Agents. We’ll also look at the Oracle vector database and also look at the Oracle Agent Studio for leveraging Oracle agents and agent teams inside of the Oracle Fusion Apps.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Oracle Database & Data Platforms
P-052421
Cloud-Driven Supplier Excellence: Martin Marietta’s Oracle SQM Journey
Presented by:
Hari Bethanaboina, Martin Marietta
Abstract:
At Martin Marietta, implementing Oracle Supplier Qualification Management (SQM) has streamlined supplier data and standardized evaluation processes, significantly reducing risks and delays. Enhanced transparency and improved supplier oversight have increased operational efficiency and strengthened supply chain reliability. Integrating Oracle SQM with Oracle Cloud via Oracle Integration Cloud (OIC) has further reinforced security and governance frameworks. This initiative highlights the value of cloud-enabled supplier management in optimizing procurement operations.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Manufacturing, Security
P-052430
SaaS Moves – What Could Go Wrong?
Presented by:
Paul Taylor, Gideon Taylor
Abstract:
The enterprise systems market has been in the SaaS phase for ten years now, and expectations have shifted as the market has matured. Gone are the days when organizations expected to save money right away with a SaaS move; the idea that just implementing a SaaS platform would automatically make business easier is also fading. Are there any sacred SaaS cows left? In this session we will take a hard look at the SaaS move, considering what hundreds of customers have experienced over the past ten years. What can you really expect? How do you mitigate risk and manage expectations? And how can you avoid becoming an industry horror story?
This session is eligible for the following CPE Credit: NASBAMove to CloudPSFT Move to CloudBLUEPRINT 4D, Cloud Migration, Cloud StrategyPeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)https://questoraclecommunity.org/wp-admin/post.php?post=59540&action=editcheckedhttps://questoraclecommunity.org/learn/recordings-presentations/bp4d26-saas-moves-what-could-go-wrong/https://questoracle-staging.s3.amazonaws.com/wordpress/uploads/2026/05/29121858/P-052430-BP4D26-SaaS-Moves-What-Could-Go-Wrong.pdf
Transforming JD Edwards Operations with Agentic AI and Autonomous Process AutomationP-052439checkedKn KasibhatlaKenai TechnologiesVendorJD Edwards (JDE) environments are evolving rapidly, and organizations are looking for smarter, more intuitive ways to optimize operations. This session introduces how Agentic AI, combined with autonomous process automation, is reshaping JDE workflows by enabling intelligent, collaborative systems that work alongside users to enhance efficiency and decision-making. Leveraging generative AI, natural language interactions, and task-oriented agents, JDE processes can be transformed from static, traditional ERP activities into dynamic, AI-driven operational flows. The session showcases how advanced AI agents can interpret functional and technical queries, automate repetitive tasks, coordinate multi-step processes across JDE modules, and integrate seamlessly with surrounding enterprise applications. With the support of Oracle AI services—including sentiment analysis, data classification, and language intelligence—these agents introduce contextual understanding and autonomous execution capabilities that elevate ERP performance. Real-world scenarios illustrate how organizations are deploying agentic systems to boost user productivity, streamline operations, strengthen governance, and achieve greater business agility in a modern, digital-first landscape.
This session is eligible for the following CPE Credit: NASBAJD EdwardsTools & TechAI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Generative AI, Integrations, Workflow AutomationJD Edwards Forum: Digital Transformation & Modernizationhttps://questoraclecommunity.org/wp-admin/post.php?post=59542&action=editcheckedhttps://questoraclecommunity.org/learn/recordings-presentations/bp4d26-transforming-jd-edwards-operations-with-agentic-ai-and-autonomous-process-automation/https://questoracle-staging.s3.amazonaws.com/wordpress/uploads/2026/05/29125709/P-052439-Transforming-JD-Edwards-Operations-with-Agentic-AI-and-Autonomous-Process-Automation_U.pdf
Cloud SCM Community Meetup: Change Management for Redwood in SCM – Ensuring Adoption and Zero DisruptionP-052443checkedAswanth VaidiswaranDocusignCustomerJoin the Cloud SCM community for their in-person meetup to address a topic that many SCM customers are currently facing: Oracle’s Redwood UX isn’t just a facelift—it’s the new mandate for Supply Chain Management. For SCM leaders, the challenge is clear: How do you modernize without any disruptions of operations? This session provides a prescriptive Redwood Migration Blueprint designed to help you transition Procurement, Inventory, and Manufacturing workflows with precision and zero downtime. Attendees will leave with a practical plan to accelerate their Redwood journey and improve user adoption, accuracy, and operational speed across the supply chain. What We’ll Cover: The Assessment Framework: Learn to identify high-value Redwood-ready” areas and map critical functional dependencies. Structured Execution: A deep dive into migration waves, change management strategies, and risk-mitigation checklists. The RAAP Advantage: How to leverage the Oracle Redwood Accelerated Adoption Program to gain direct access to Oracle Product Development for faster issue resolution and feature requests.
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Manufacturing, Redwood, User Experience, Workflow Automation
P-052446
From Guesswork to Precision: A Deep Dive into Predictive Cash Forecasting
Presented by:
Abhi Raina, Denovo
Abstract:
Cash forecasting is traditionally one of the most manual and error-prone processes in Finance, relying heavily on spreadsheets, subjective judgment, and inconsistent assumptions across departments. With Oracle EPM Cloud’s new Predictive Cash Forecasting capability, organizations can now elevate cash planning from reactive guesswork to an automated, data-driven process powered by embedded machine learning. This session provides a comprehensive walkthrough of how Predictive Cash Forecasting identifies trends, analyzes historical inflows and outflows, detects seasonality, applies statistical models, and produces highly accurate cash projections with confidence intervals and risk indicators. We’ll explore how the tool integrates seamlessly with Fusion Cloud ERP, how to configure prediction drivers and forecast intervals, and how finance teams can compare scenarios, tune models, and manage governance around AI-assisted forecasting. Attendees will learn practical use cases for Treasury, FP&A, and Finance leadership—including optimizing liquidity, improving working capital decisions, and strengthening short-term and long-term cash planning. This session is ideal for EPM administrators, financial analysts, and decision-makers looking to bring modern predictive intelligence into their organization’s planning processes.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
Tags
Automation, BLUEPRINT 4D, Integrations
P-052457
AI-Enabled Supply Chain Planning: How Modern Enterprises Improve Forecasting, Resilience, and Execution
Presented by:
Srinivasan Narayanan, Milwaukee Tool
Abstract:
This presentation will explore how Oracle Cloud’s AI-enabled Supply Chain Planning capabilities help modern enterprises improve forecasting accuracy, strengthen resilience, and streamline end-to-end execution. We will cover practical applications of Oracle’s AI features—including demand sensing, predictive forecasting, intelligent safety stock, supplier risk insights, and autonomous exception management to show how organizations can reduce planning noise and make faster, data-driven decisions. Real-world implementation examples will demonstrate how AI-powered recommendations and integrated workflows transform traditional planning into a continuous, intelligence-driven process. This session is designed for supply chain planners, procurement leaders, operations managers, IT architects, and anyone responsible for planning and execution processes. Attendees will learn how to leverage Oracle Cloud’s AI capabilities to modernize their planning cycle, improve service levels, and build more resilient supply networks. They will leave with a clear understanding of best practices, required organizational changes, and a practical roadmap for adopting an AI-driven planning model without disrupting ongoing business operations.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Procurement
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Integrations, Manufacturing, Workflow Automation
P-052462
Building a High-Performance Close & Planning Cycle with FCC, PBCS, and ARCS
Presented by:
Bryanna Marino, HarbisonWalker International
Abstract:
Join us to discuss how Harbisonwalker (HWI) utilizes Oracle EPM Cloud – Specifically FCC,PBCS and ARCS – to streamline the close and planning cycle. In this session, we’ll break down how connected reconciliations, consolidation, and planning processes reduce manual work, improve data accuracy, and accelerate reporting. You’ll learn actionable strategies for improving workflow efficiency, automating routine tasks, and strengthening collaboration across finance teams. Whether you’re supporting daily operations or managing the EPM environment, you’ll leave with ideas you can apply to improve your organization’s close and planning performance.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
Tags
BLUEPRINT 4D, Workflow Automation
P-052464
Optimizing Operations with Oracle Manufacturing and WMS
Presented by:
Nate Warren, HarbisonWalker International
Abstract:
In this session, we’ll share how HarbisonWalker International (HWI) is bringing Oracle Manufacturing and Oracle WMS together to create a smoother, more connected flow from production to shipping. We’ll highlight the improvements in accuracy, visibility, and day-to-day efficiency that came from aligning these processes, along with how our team built simple web applications using Oracle APIs to support unique business needs. Attendees will leave with practical ideas for combining Oracle tools and custom apps to strengthen operations across their own organizations.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
APIs, BLUEPRINT 4D, Manufacturing
P-052465
Oracle Cloud: HarbisonWalker International’s Journey Transitioning to Redwood CX and SCM
Presented by:
Adam Doyle, HarbisonWalker International
Abstract:
Join us as we share HarbisonWalker International’s (HWI) real-world journey moving from Oracle ADF to the Redwood Experience. Our main areas of focus will be Customer Experience (CX) and Supply Chain Management (SCM). We will share what we’ve implemented thus far, our plans for what’s next and how we intend to get there. We’ll highlight helpful tools that we’ve discovered and how to best use them. We’ll also share what has gone smoothly, where we’ve hit challenges, and the lessons that made the biggest impact on our ongoing approach. We’ll share our practical tips your team can use to accelerate adoption, especially if you feel behind on your own transition. This session is all about what we learned, what we are doing differently, and how you can apply these to your own journey to Redwood.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Procurement
Tags
BLUEPRINT 4D, Manufacturing, Redwood
P-052470
HCM- Workflow Driven Portals -Ons Stop Solution for all your employee needs
Presented by:
Madhav Garikapati, IBM
Abstract:
Modern human capital management (HCM) solutions are increasingly utilizing workflow-driven portals to optimize HR processes and elevate the user experience. Oracle Employee and Manager Concierge Agents empower organizations to automate repetitive tasks, facilitate effective collaboration among stakeholders, and maintain adherence to organizational policies. Through integrated workflows, HCM portals serve as a centralized platform for managing employee data, handling requests, and processing approvals, thereby enhancing both efficiency and transparency across the HR lifecycle. These Oracle Cloud HCM Agents support comprehensive functions such as compensation, leave, talent management, payroll, and employment. Objectives: 1.Gain insight into how Oracle HCM systems deliver the flexibility required to accommodate prebuilt templates—your entry point to effortless automation and more intelligent workflows. 2.Understand workflow agents within the context of Oracle HCM. 3.Demonstrate a build using Oracle HCM Workflow Agents
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
AI Agents, APIs, Artificial Intelligience, Automation, BLUEPRINT 4D, Human Resources, Integrations, Payroll, Talent Management, User Experience, Workflow Automation
P-052472
Oracle AI Agents for Oracle Maintenance Cloud – Transforming Maintenance Operations with Next-Generation Artificial Intelligence
Presented by:
Ashish Kalawadia, IBM
Abstract:
Discover how Oracle Maintenance Cloud is revolutionizing asset management with cutting-edge Oracle AI Agents. By leveraging advanced machine learning, these intelligent tools do more than just automate tasks—they empower your maintenance teams to work smarter, faster, and with greater confidence. Experience a new era of predictive insights, streamlined processes, and enhanced reliability that keeps your operations running smoothly while reducing costs. Why Choose Oracle AI Agents for Maintenance? •Maintenance Advisor: Instantly guides technicians with step-by-step, manual-based solutions for error codes, ensuring quick and accurate troubleshooting. •Predictive Maintenance: Harness real-time data to anticipate failures before they happen, minimizing unexpected downtime and saving on repair expenses. •Automated Work Orders: Detects potential issues automatically, creates work orders, assigns the right personnel, and prioritizes tasks based on urgency—so nothing falls through the cracks. •Smart Spare Parts Management: AI-powered forecasts accurately predict demand, optimizing inventory to eliminate shortages and prevent costly overstocking. •Improved Asset Performance: Gain actionable insights to monitor asset health, spot emerging trends, and drive efficiency across your entire operation. •Streamlined Compliance: Effortlessly track regulatory requirements and document all maintenance activities to stay compliant with industry standards. Unlock the full potential of your maintenance operations with Oracle AI Agents—where innovation meets reliability. Take the next step toward smarter, safer, and more efficient asset management today!
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Healthcare, Manufacturing, Public Sector, Real Estate
P-052474
Guardian Life’s Transformation Journey with a focus on EPM
Presented by:
Marcel Esqueu, Guardian Life Insurance Co of America
Abstract:
I plan to review the Guardian Finance transformation journey moving from a decentralized network of applications to our current integrated platform in the cloud with a focus on our EPM journey and what we’ve implemented (i.e. Planning, Allocations, Master Data , Consolidations…). This discussion will also include our program’s case for change and the guiding principles aligned to best practices from where every key decision was measured against. I will also include our implementation timeline and critical success factors like the need to make quick decisions, performing appropriate due diligence for qualified partners and the importance of training and change management. I will focus on how we utilize the EPM stack in conjunction with ERP and Analytics for the financial close. My session will conclude with lessons learned and next steps in our transformation.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
Tags
Analytics, BLUEPRINT 4D, Financial Close, Integrations
P-052481
Avoiding Hidden Licensing Pitfalls in Oracle Environments: What Every Applications Team Should Know
Presented by:
Michael Corey, LicenseFortress
Abstract:
Licensing challenges in Oracle environments rarely come from the Applications themselves—they come from the unexpected intersections between technical architecture, contract terms, and the way environments evolve over time. As workloads shift between on-premises, OCI, and virtualized infrastructure, even small configuration decisions can create licensing exposure that isn’t obvious until it becomes expensive. In this session, we draw from real-world examples to highlight the hidden pitfalls that Oracle customers encounter most often—misunderstandings about usage rights, inherited deployments, virtualized clusters, custom integrations, and renewal timelines that don’t match operational reality. These issues aren’t the result of vendor intent; they’re the result of environments growing faster than internal governance. Attendees will learn practical, contract-aligned strategies for: •Identifying deployment patterns that commonly trigger unintended licensing obligations •Understanding how Applications customizations and integrations impact entitlements •Preparing for renewals with clear, defensible data—not assumptions •Aligning architecture decisions with contract terms to avoid surprise costs •Building an internal licensing posture that reduces risk year-round Attendees will walk away with practical insights they can apply immediately—strengthening governance, reducing risk, and ensuring their Oracle environments support both operational needs and long-term strategy.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Integrations
P-052486
Connect, Extend, and Modernize Your Applications (Cloud, On-Prem, Oracle SaaS, JD Edwards, PeopleSoft), and Data with Oracle Integration Cloud
Presented by:
Kush Patel, Oracle America: Inc
Abstract:
As organizations continue to balance cloud adoption with existing on-premise investments, the ability to seamlessly connect applications, and data has become essential. Oracle Integration Cloud (OIC) provides a unified, low-code platform to connect, extend, and modernize enterprise environments spanning cloud and on-premise systems, including Oracle SaaS applications, JD Edwards, and PeopleSoft. This session provides a high-level overview of Oracle Integration Cloud, highlighting its core architecture, key capabilities, and its role in a modern integration strategy. Attendees will learn how OIC enables secure, scalable integrations across diverse application landscapes while supporting incremental modernization rather than disruptive replacement. The session also covers integration best practices, including design principles, performance considerations, security, error handling, and operational monitoring. Through practical examples and lessons learned, this session demonstrates how organizations can leverage OIC to extend the value of existing applications, reduce integration complexity, and establish a flexible foundation for future digital initiatives. Learning Objectives – By the end of this session, attendees will be able to: 1.Understand the core capabilities and architecture of Oracle Integration Cloud and how it supports hybrid integration across cloud and on-premise environments. 2.Identify integration best practices for building secure, scalable, and supportable integrations using OIC. 3.Recognize common integration patterns and considerations when working with JD Edwards, PeopleSoft, and Oracle SaaS applications.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Integrations, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052487
Payroll Tax Transformation: Retiring Vertex and Unlocking Innovation with Oracle Payroll Tax Engine (OPTE)
Presented by:
Anastashia Alfred-Waller, Baylor University
Abstract:
As organizations continue their journey towards a fully integrated cloud solution, Oracle’s decision to phase out support for the Vertex tax engine has made modernizing payroll tax a critical priority. This session walks through Baylor University’s transition from Vertex to the Oracle Payroll Tax Engine (OPTE), highlighting key strategic decisions, technical considerations, and change-management lessons learned along the way. Attendees will gain practical insight into preparing for an OPTE implementation, including data readiness, parallel testing strategies, stakeholder alignment, and risk mitigation.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Higher Education, Human Resources, Integrations, Payroll
P-052489
Getting Started with Observability for Oracle Fusion Applications
Presented by:
Khushboo Nigam, Oracle America: Inc
Abstract:
Oracle Fusion Applications support critical business processes , yet many teams struggle to understand what is actually happening inside their environments on a day-to-day basis. This session provides a beginner-friendly introduction to observability for Oracle Fusion Applications, focusing on the operational signals that matter most to application and IT teams—such as user activity, login behavior, session patterns, and page performance. Attendees will learn how to identify a minimum set of telemetry to start with, use out-of-the-box dashboards, and define high-value alerts that can help them surface issues early. The session emphasizes practical, low-effort patterns that help teams move beyond reactive troubleshooting and gain clearer operational insight into their Fusion environments.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052490
Maximize the value of your cloud investment with Oracle Guided Learning
Presented by:
Khanh Nguyen, Oracle America: Inc
Abstract:
Oracle Guided Learning (OGL) is Oracle’s own best-in-class Digital Adoption Platform (DAP) that delivers in-application guidance to help organizations accelerate, scale, and measure adoption across their cloud applications. OGL empowers organizations to deliver information and guidance to users directly within the application, within their flow of work, helping organizations accelerate cloud adoption, enhance change management and re-imagine user experience to improve employee productivity and satisfaction. With OGL’s feature-rich development platform, you can efficiently educate users, communicate updates, personalize guidance, reinforce behavior, gather feedback, and measure adoption outcomes. In this session, we will demonstrate of the power of OGL in Oracle Fusion Cloud and also take you behind the scenes with a walkthrough of the development console.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Oracle Guided Learning, Personalization, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates, User Experience
P-052493
Managing Enterprise Data as part of your AI Foundation
Presented by:
Doug Cosby, Oracle America: Inc
Abstract:
Oracle EDM is an enterprise data management platform owned and managed by business users that offers a single place to create and govern their master data, reference data, dimensions, hierarchies, and mappings. Your AI strategy can only work if you have clean, concise, conformed enterprise data and this session will show you how to create that foundation.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052497
Project Lifecycle – Detailed Perspective from Creation, Execution to Billing and Revenue
Presented by:
Markus Baggio, Oracle America: Inc
Abstract:
Managing projects end to end requires real-time visibility, intelligent automation, and tight financial control. In this session, we’ll walk through the complete project lifecycle in Oracle Fusion ERP, from initial project and contract creation through execution, billing, and revenue recognition. Attendees will see how organizations can analyze ongoing projects with insight into project structures, costs, accounting, change management, and issue resolution, including the use of AI-driven capabilities to support change order management and Project Proposals. The session will also demonstrate streamlined project setup and contract setup using templates. The session concludes with the review of project billing covering different scenarios for Time & Material, Fixed Price with milestones, cost plus, automated credit notes and such. The presentation is planned to be interactive allowing to audience to ask questions.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052499
BLUEPRINT 4D Keynote: Reinventing How Work Works: A New AI-Powered Operating Model for the Enterprise
Presented by:
Yvette Cameron, Oracle America: Inc
Abstract:
Work is being fundamentally redefined. What was once structured around transactions and processes is becoming dynamic, intelligent, and outcome-driven. AI is driving this shift and transforming enterprise applications into systems that anticipate, guide, and adapt to how work actually happens. But realizing this promise requires more than embedding AI into existing workflows. It demands that leaders rethink how work gets done and design a new human-agent workforce aligned to business outcomes. In this session, explore how Oracle Fusion Applications enable this transformation. Leave with a clear framework to assess your current processes, build the case for change, and take practical steps to reinvent how work works in your organization. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052504
Cloud HR Keynote: Leading the Human-Agent Workforce: A New HR Operating Model
Presented by:
Rocky Mitarai, Oracle America: Inc
Abstract:
HR leaders face a defining moment: AI is no longer an emerging tool; it’s part of how work actually happens. Yet few organizations have a model for how people and intelligent systems should work together. It’s time for HR leaders to develop and empower the human agent workforce, supported by the right foundation that is rooted in trusted data, embedded intelligence, and agent led experiences. Discover how Oracle Cloud HCM is helping HR shape the future of human agent collaboration, and learn the concrete steps you can take to start that evolution today.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, BLUEPRINT 4D, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052505
Empower Managers, Elevate Performance
Presented by:
Dorcas Conyers, Oracle America: Inc
Abstract:
Performance management has long been a challenge for managers, who juggle growing responsibilities in fast-changing environments. Traditional approaches left leaders overwhelmed and teams underdeveloped. Join us to learn how Oracle is reshaping the process into a smarter, agent-enhanced experience. Discover how embedded agents actively monitor team needs, provide proactive guidance, and drive relevant actions—giving every manager the superpowers to amplify their impact. See how these innovations result in greater satisfaction and productivity, turning managers into true performance coaches to drive stronger business outcomes.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052506
Skills at Scale: Closing Gaps and Staying Agile at Every Stage of Skills Maturity
Presented by:
Shane Stockings, Oracle America: Inc
Abstract:
Closing skills gaps and building an agile workforce requires trusted intelligence, accesible tools, and an infrastructure that scales with your organization’s maturity. In this session, discover how Oracle unifies learning, skills, and career development into one AI-enabled intuitive experience that empowers employees to adapt quickly and allows HR to put the power of skills to work in any situation. Hear proven deployment patterns and best practices, and leave with strategies to accelerate a skills-driven workforce that can grow at scale.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052507
Recruiting Reinvented: AI-Driven, Human Centric Candidate Experience
Presented by:
Gabriella Gutierrez, Oracle America: Inc
Abstract:
AI is changing the way candidates apply and the way companies source new talent. But here’s the challenge: without the right tools, recruiters are flooded with applications that don’t fit and candidates struggle with a lack of transparency and impersonal experiences. This session looks at a fresh approach: an AI-driven, yet human centric candidate experience that blends people, AI, and data to make recruiting more personal, more efficient, and more human. Explore how new agentic experiences in Oracle Recruiting are turning hiring from a transactional process into a meaningful partnership.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052508
Building Agile HR: Strategies and Tools for Rapid Change
Presented by:
Shane Stockings, Oracle America: Inc
Abstract:
Discover how a single source of workforce data, powered by built-in AI, helps organizations make better HR decisions, adapt to change, and boost employee engagement across a global workforce. Learn how Oracle Human Resources makes it easy to manage diverse worker needs, simplify complex rules, and keep data secure and compliant, so you can focus on building a future-ready, agile workforce that thrives in any business environment. Join us to explore practical ideas for streamlined operations and a stronger employee experience.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052509
From Reactive to Proactive: Next Generation Workforce Management Powered by AI
Presented by:
Dorcas Conyers, Oracle America: Inc
Abstract:
The future of work demands more than filling shifts – it requires reimagining how we empower the frontline to meet daily demands and drive the business forward. Explore how Oracle Workforce Management transforms staff shortages, unpredictable schedules, and compliance challenges into opportunities for agility and growth through AI, automation, and a fully integrated platform. Reduce administrative burden, optimize labor costs, and elevate the frontline employee experience.
This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
Tags
Automation, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Human Resources, Integrations, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052550
Unignorable: The Science of Being Taken Seriously
Presented by:
Chris Laping, People Before Things, LLC
Abstract:
Something strange is happening at work right now. The most competent and capable people are often the least influential. Not being heard. Feeling misunderstood. According to Gallup, 75% of global employees say their opinions don’t matter at work. If that resonates, you’re not alone, and this session is for you. Based on the new book Unignorable: The Science of Being Taken Seriously, this interactive conversation explores why talented professionals get overlooked and what the research says actually works to change it. No platitudes, no personality makeovers; just evidence-based behaviors you can put into practice Monday morning. Come ready to share what’s frustrating you, ask questions, and leave with practical tools to make your voice harder to ignore. Can’t make this session? This session will be presented again on Thursday, May 7th, 10:00 am – 10:45 am CT during P-052551 – Unignorable: The Science of Being Taken Seriously Session #2.
This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Emerging Leaders, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052574
Introducing the New My Oracle Support Portal: Enhanced Features and Transition Guidance
Presented by:
Scott Swensen, Oracle America: Inc
Abstract:
Join us for an overview of the newly improved My Oracle Support (MOS) portal, launched in December 2025. Discover exciting new features—such as AI-powered interactions, streamlined navigation, improved search capabilities, and enhanced knowledge access—designed to elevate your Oracle support experience. We will walk through what’s changed and important resources to help you use the new portal. Don’t miss this opportunity to learn how to make the most of the new My Oracle Support portal!\nThis session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052596
Accelerate your move to Fusion Applications with AI-powered automation
Presented by:
John Mageropoulos, Oracle America: Inc
Abstract:
The case for moving from on-premise applications such as JD Edwards and PeopleSoft to Fusion Applications with embedded AI is compelling. This move involves navigating extensive information, evaluating options, and developing a roadmap to guide the transformation. Our AI-powered innovations help streamline and automate this process to accelerate implementation, reduce risk, and shorten time to value. Discover how our advanced solutions can simplify the transition to Fusion Applications, allowing organizations to proceed with confidence and efficiency while achieving measurable results.
This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Insights & Trends
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052597
Cloud SCM Roadmap and Strategy: AI Agents, Smart Operations, and What’s Next
Presented by:
Sundar Swaminathan, Oracle America: Inc
Abstract:
In today’s dynamic environment, supply chain leaders must drive agility, efficiency, and innovation across their operations. This session delivers the full Oracle Fusion Cloud SCM roadmap and strategy, including embedded AI Agents, AI Agent Studio, and new advancements in Smart Operations, SCM Execution, and Robotics. See how Oracle is connecting supply chain and manufacturing with AI-driven automation to enable faster decisions, smarter execution, and greater resiliency. Learn how to take advantage of prebuilt AI agents or use AI Agent Studio to create your own, tailored to your critical SCM and manufacturing processes. Join us to explore the latest innovations and what’s coming next.
This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052599
Atlantic Health’s System ERP Modernization: A Journey to Cloud Innovation
Presented by:
Andy Shaaban, Atlantic Health
Abstract:
Atlantic Health System launched a multi-year ERP modernization initiative to transition from its long-standing PeopleSoft platform to Oracle Fusion Cloud ERP, HCM, and SCM, reshaping Finance, HR, Payroll, and Supply Chain operations across the enterprise. In this candid session, Atlantic Health will share insights from their full journey, including vendor selection, governance design, implementation strategy, testing, go-live, and post-production stabilization. Learn how they navigated leadership transitions, payroll and accounts payable complexities, boundary system challenges, and performance issues while maintaining business continuity. Attendees will walk away with practical lessons on executive sponsorship, system integrator partnership, change management, and sustaining momentum through large-scale ERP modernization in a complex healthcare environment.
This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Healthcare, Payroll
P-052600
Turning ERP Challenges into AI Opportunities: A Practical Discovery Framework for Oracle ERP Customers
Presented by:
Sherri Conrardy, Redfaire International
Abstract:
Oracle ERP customers frequently ask: Where should we apply AI first—and how do we know it will work? This session answers that question by walking through hands-on AI Discovery that has been successfully used to identify AI opportunities in JD Edwards and other ERP environments. Many organisations want to “use AI” in their ERP landscape, but struggle to identify where it will deliver real business value. Too often, AI initiatives start with technology and end without impact. The session will share practical examples and lessons learned from real customer engagements, demonstrating how organisations can move from AI curiosity to confident, value-driven adoption within their Oracle ERP landscape.
This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
Cloud Summit: Finance
Tags
Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations
P-052601
Bringing AI to ERP Data: AI-Driven Automation for JD Edwards and PeopleSoft on OCI
Presented by:
Amarnath Aitha, Oracle America: Inc
Abstract:
ERPs such as JD Edwards and PeopleSoft produce vast amounts of operational data, yet architectural constraints and siloed access limit its usability by modern AI and agentic frameworks. This gap prevents organizations from moving beyond static reporting to AI-driven insights and intelligent, automated decision-making. This session explores how bringing AI directly to enterprise data—leveraging Oracle AI Data Platform and OCI Generative AI models —can unlock the full value of ERP systems. Using modern AI techniques such as vector databases, retrieval-augmented generation (RAG), and large language models (LLMs), organizations can enable secure, natural-language access to ERP data while preserving existing JD Edwards and PeopleSoft investments. The presentation will walk through practical reference architectures built on OCI, including the use of the Oracle 26 AI Lakehouse to unify structured ERP data and unstructured enterprise content for AI-driven analytics and automation. Real-world use cases will demonstrate AI-assisted ERP reporting, contextual knowledge discovery, and NLP-enhanced workflows that reduce manual effort and accelerate decision-making. In addition, the session will outline best practices for enterprise-grade security, data governance, model lifecycle management, and the design of AI agents using agentic frameworks to orchestrate multi-step ERP interactions. The session will also offer a forward-looking view into emerging patterns such as agent-to-agent collaboration, highlighting how coordinated, multi-agent workflows can further extend ERP automation while keeping data close to its source. It will also cover scalable deployment patterns on OCI. Attendees will leave with actionable architectural patterns and implementation strategies to deliver AI-led business outcomes using their existing Oracle ERP data assets.
This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Use Cases
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Generative AI, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Oracle Database & Data Platforms, Public Sector, Real Estate, Retail, Security, Tribal Nations, Workflow Automation
P-052653
Oops, We Did It Again: Watching Tech Repeat Construction’s Greatest Mistake – A Cross-Industry Analysis of Entry-Level Elimination and Long-Term Talent Shortages
Presented by:
Shannon Alred, Brown & Root Industrial Services
Abstract:
The construction industry’s 500,000-worker shortage didn’t happen overnight—it resulted from 30 years of systematic decisions to eliminate entry-level pathways, underinvest in apprenticeships, and push everyone toward four-year degrees. Today, experienced tradespeople retire at a 5:2 ratio to new worker recruitment, leading to project delays, cost overruns, and the loss of irreplaceable knowledge across the industry. Technology organizations are now repeating this pattern at an accelerated pace. Research reveals that 35% of positions labeled “entry-level” require three or more years of experience—an impossible paradox for new graduates. As AI systems automate routine tasks that historically provided learning opportunities for junior employees, technology companies reduced new graduate hiring by 25% while simultaneously increasing recruitment of experienced professionals by 27% between 2023 and 2024. Recent interdisciplinary research examining AI’s impact on the workforce across multiple sectors. Will show how eliminating entry-level pathways creates long-term talent shortages, recognize parallel warning patterns between construction (1990-2020) and technology (2020-present), identify early-warning metrics in their own organizations, and implement actionable strategies to preserve workforce development pipelines while embracing AI innovation. Unlike construction—which took 30 years to recognize its talent crisis—technology leaders have perhaps 5-10 years to change course. This session provides frameworks for avoiding construction mistakes while maintaining a competitive advantage through sustainable development of the talent pipeline. The title references the late 1990s, when construction began to make these critical errors; the content ensures that technology doesn’t repeat them.
Program:
Applied AI: Innovation to Impact: AI Insights & Trends
Cloud Summit: Cross Cloud Apps
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052654
Accelerate Your Fusion Cloud Journey and AI Adoption with Oracle AI Success Navigator
Presented by:
Jessica Wright, Oracle America: Inc
Abstract:
Discover how Success Navigator, Oracle’s AI-powered success platform available for free to Fusion Cloud customers, helps your organization achieve better, faster outcomes and maximize value at every stage of the Fusion Cloud journey, from onboarding to implementation to operating in the cloud. In this session, you’ll get a live demo of how to use the best practices, structured planning, AI support, and collaborative tools available to guide your Fusion Cloud implementation, along with your partner and Oracle, to help you achieve your cloud transformation goals. Plus, learn how to use the platform to manage your Fusion Cloud Applications, along with key stakeholders, and optimize adoption of proven AI innovations that drive measurable business outcomes with every quarterly release, helping you get more value from your Fusion investment. Join us to learn how to get started using Success Navigator today.
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052671
From Insight to Action: How Oracle Fusion ERP Customers Can Build an Agent-Ready Analytics Foundation
Presented by:
Vishal Srivastava, IT Convergence
Abstract:
Oracle Fusion ERP has long served as a system of record, capturing transactions, enforcing controls, and providing the visibility organizations need to run the business. But in the agentic era, leading enterprises are looking beyond static reporting toward systems of action that can surface risk, recommend next steps, and enable faster, more intelligent execution across finance, procurement, projects, and operations. This session explores how Oracle Fusion ERP customers can use data analytics as the foundation for that shift. We’ll examine how modern analytics can unify data across business functions, deliver deeper operational insight, improve forecasting and decision-making, and help organizations move from hindsight to real-time, action-oriented management. Through examples across payables, spend, projects, and working capital, attendees will see how analytics can help identify root causes sooner, predict issues earlier, and support smarter, faster responses. Attendees will also learn the business value of building an action-oriented analytics foundation: shorter cycle times, reduced manual effort, stronger governance, improved productivity, and better business outcomes at scale. The session will close with a practical roadmap for how to begin orchestrating this shift within your own Oracle Fusion ERP environment.
Program:
Cloud Summit: Cross Cloud Apps
Tags
AI Agents, Analytics, Artificial Intelligience, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
JD Edwards
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P-051840
From Chaos to Clarity: Building Smarter Enterprise Process Pages in JDE Release 26
Presented by:
Bud Shaw, GSI
Abstract:
Release 26 introduces enhanced tools within Enterprise Process Modeler, giving JD Edwards users the power to design interactive, visual E1 Pages that unify business processes like never before. In this session, you’ll learn how to transform complex workflows into intuitive, clickable process maps—linking applications, reports, and tasks in one place. Discover how to streamline navigation, improve visibility, and empower end users to see how their work connects across the enterprise. Whether you’re mapping finance, supply chain, or HR operations, this is your blueprint for turning JDE process documentation into a living, visual command center. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Workflow Automation
P-051864
Finding Value with AI and JDE
Presented by:
Ken Botyos, Cloud Inventory
Abstract:
Organizations feel the need to race into using artificial intelligence; however, they are struggling to find real returns on investment. In this session, we’ll explore ways for AI to have a role in inventory operations within JDE with real returns. We will share some examples of how AI inventory processing can interface with EnterpriseOne. Plus, you’ll walk away with several strategies on how to develop a decision matrix for AI within your organization.
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation
P-051889
When NOT to use Logic Extensions
Presented by:
Jonathan Theriot, Turner Industries Group
Abstract:
We will dive in our Contact List Logic Extension and what it taught us about when to use Logic Extensions. Getting a powerful tool will have you looking for opportunities to use it for everything, and a lot of time you can, but should you? Wanting to learn the product, we looked for opportunities to use it. Starting off, we definitely forced it, today we try to be more cognizant of all the factors. We’re still learning, but we’re getting better. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Low Code/No Code, Orchestrator
P-051890
Transforming Work Order QC Compliance: Integrating JDE with a Cloud Document Management System
Presented by:
Tiffany Schott, Turner Industries Group
Abstract:
As organizations evolve, legacy document management systems can become barriers to efficiency, collaboration, and compliance. Turner Industries recently undertook a major initiative to migrate from IBM FileNet to AODocs. This session will highlight how AODocs integrates with JDE to support our TQM process, including real time customer inspector approvals. Attendees will also gain insights into the challenges we faced (data integrity, permissions, and user adoption). This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Manufacturing
P-051892
Open To Closed Security – A simple project?
Presented by:
Hugh Brulliea, Toll Brothers: Inc.
Brian Connor, ERP Suites
Abstract:
Its just a simple security change. Join me as we walk thru the challenges and hidden land mines as we transitioned our JDE E1 environment from an OPEN to CLOSED security model\nThis session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Construction, Security
P-051918
Enhancing annual budget and expense control with JD Edwards and Oracle EPM. Automation, clarity, and conciseness are prioritized.
Presented by:
Wilker Costa, Refinaria Nacional de Sal S.A.
Abstract:
Controlling annual budgets and expenses is straightforward when you leverage JD Edwards and Oracle EPM resources. Our automated processes allow us to consolidate enterprise performance and keep the business areas informed of their results. In the supply chain process, the budget is validated at every stage of purchasing and financial activities. This session is designed for CFOs, business analysts, and financial analysts. It will demonstrate how to effectively plan and control the annual budget, as well as manage expenses on a monthly, quarterly, or yearly basis, using Oracle solutions. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Financial Services, Manufacturing, Orchestrator
P-051947
AI-Driven B2B Modernization: Transforming EDI and Supply Chain Efficiency with Oracle OIC B2B, JDE, and OTM
Presented by:
Sampath Vuluvala, Central National Gottesman: Inc.
Kaushik Ray, PCB Apps (a PentaFour Group)
Abstract:
Step into a new era of B2B integration as we explore how forward-thinking customers are transforming traditional EDI with Oracle Integration Cloud (OIC) B2B—powered by Gen AI and tightly integrated with JD Edwards (JDE) and Oracle Transportation Management (OTM). In this customer-led session, discover how legacy EDI frameworks evolved into intelligent, automated ecosystems that enable zero-touch trading partner collaboration and visibility across supply chain operations. Learn how OIC B2B prebuilt adapters for JDE and OTM, combined with OCI Gen AI capabilities such as Grok AI anomaly detection, Oracle Autonomous Data Warehouse (ADW), and Llama-based digital assistants, enable smart document validation, real-time reconciliation, and predictive process optimization. See how automation compresses trading partner onboarding from weeks to minutes, minimizes manual effort, and enforces data accuracy across Customer and Vendor POs, shipping documentation, and invoices. This session highlights practical migration strategies, data mapping automation, and compliance-ready design patterns used to simplify X12 and EDIFACT processing, reduce errors, and cut operational costs by more than 30%. Walk away with actionable steps to modernize your own EDI and B2B integration journey—turning connected data and AI intelligence into measurable EBITDA and business outcomes. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, Automation, Autonomous Database, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Digital Transformation, Generative AI, Integrations, Low Code/No Code, OCI Architecture
P-051963
Retrofitting and Getting rid of JDE Base program modifications
Presented by:
Lisa Tran, Monterey Mushrooms, LLC
Abstract:
I am Lisa Tran with Monterey Mushrooms. I have been with the company for 3 years and each year I have been retrofitting modifications to Base JDE programs. This year, I started a campaign to eliminate customizations to base using LEX and Orchestrations. I would like to share my retrofitting journey and share how I was able to move a lot of modifications out of JDE base and share a few modifications I could not get rid of and why. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Orchestrator, Personalization
P-051964
Synchronizing external systems to JD Edwards
Presented by:
Scott Masker, MacLean-Fogg Company
Gauri Pramod, MacLean-Fogg Company
Abstract:
MacLean-Fogg successfully implemented a seamless integration between JD Edwards EnterpriseOne (JDE) and a cloud-based Manufacturing Execution System (MES) using Magic xpi Integration Platform. This integration enables real-time synchronization of production and scheduling data without manual intervention. Through the use of JDE custom tables, work orders, production schedules, and master item data are automatically uploaded to the MES environment, ensuring accurate and up-to-date manufacturing information across systems. In addition, the integration continuously monitors completed work orders in JD Edwards, triggering automatic removal of corresponding records from the MES. This closed-loop communication architecture minimizes human error, enhances data accuracy, and streamlines shop floor operations, resulting in improved production visibility and operational efficiency across MacLean-Fogg’s manufacturing network.\nThis session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Low Code/No Code
P-051969
Driving Operational Excellence with JD Edwards Automation: Lessons from Emirates Flight Catering
Presented by:
M. Ali Nasim, Ephlux
Wajih Nasim, Ephlux
Abstract:
Emirates Flight Catering (EKFC), one of the world’s largest in-flight catering providers, modernized its JD Edwards environment to overcome inefficiencies caused by manual, paper-based workflows. By automating key operations—from in-flight meal management and maintenance requests to HR leave approvals—EKFC achieved faster communication, real-time visibility, and improved resource utilization. This session highlights how EKFC used JD Edwards’ native automation and mobile capabilities to transform complex workflows into connected, data-driven processes. Attendees will learn how similar strategies can be applied across industries such as manufacturing, logistics, and services to enhance efficiency, strengthen tracking, and drive operational agility through JD Edwards. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Low Code/No Code, Mobile, Orchestrator, Workflow Automation
P-051979
From Legacy to Future-Ready: How We Built a Modern JD Edwards Integration Portal
Presented by:
Barry Wright, Enterprise Technologies
Mario Alvarado, Enterprise Technologies
Abstract:
Over time, our JD Edwards EnterpriseOne environment accumulated numerous custom integrations—each built differently and managed separately through batch jobs, external schedulers, and manual monitoring. We saw an opportunity not just to modernize these legacy integrations but to build a sustainable, future-ready integration framework inside JD Edwards itself. Using Orchestrations, UDOs, Pages, custom tables, and low-code/no-code extensions, we created a configurable Integration Portal that brings visibility, automation, and self-service directly to end users. The portal now handles processes across Payroll, AP, AR, and HR while preserving JD Edwards security and enabling users to re-run or correct processes without IT intervention. We’ll share how we transformed years of disconnected integrations into a modern digital platform that connects EnterpriseOne with cloud services, analytics, and AI, setting the foundation for future innovation. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Strategy, Digital Transformation, Integrations, Payroll, Low Code/No Code, Mobile, Orchestrator, Personalization, Security, Self Service
P-052020
JDE 101 Security Edition
Presented by:
Brian Connor, ERP Suites
Abstract:
JDE Security 101. Congratulations, you just joined a company running JD Edwards and have been tasked with taking over managing security! Now What? Fear not, you are at BluePrint4D and surrounded by the most knowledgable people on the planet and everyone is eager to share what they know about JDE. What security is available in JDE, what does it do, and what are the best options for what you need to accomplish? Join us for for a security 101 introduction to all of the security that JDE has to offer, and the best way to set it up. Don’t know what strategy to pick for application, Action, Processing Option, or Row security? We’ll get into what you can do, what you should do, and why. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Security
P-052023
AI-Enabled Test Automation for JD Edwards: Orchestrator + Low-Code + Intelligent Test Generation
Presented by:
Richard Van de Bospoort, SCANMAN. Com BV
Pascal de Kleijn, SCANMAN. Com BV
Abstract:
Delivering changes in JD Edwards with speed and confidence requires more than manual test scripts and spreadsheets. Modern JDE organizations are looking for automated, repeatable testing that fits inside their existing Oracle stack, not another external tool. In this session, we demonstrate a JDE-native test automation platform that uses Orchestrator, APEX, and Oracle Visual Builder to automate end-to-end business process testing, including real test evidence PDF creation and real-time dashboards. The next step: AI-assisted testing. We show how AI is used to enhance testing capability by: •Automatically generating test data and input variations •Recommending test cases based on JDE usage patterns and change impact •Identifying high-risk areas for regression testing •Assisting with test documentation and exception explanation Combined, these capabilities help teams accelerate testing, reduce manual effort, and improve reliability before ESUs, upgrades, and deployments, all inside the Oracle ecosystem. We will walk through a real Procure-to-Pay scenario (vendor → PO → receipt → match → voucher), demonstrating automated testing orchestration from start to finish. Outcome: Attendees leave with a blueprint for implementing AI-enhanced, JDE-native test automation that reduces upgrade pressure, increases quality, and supports continuous improvement — without adding external tools or complexity. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Low Code/No Code, Orchestrator, Personalization, Upgrades & Updates, Visual Builder
P-052068
Take Your JD Edwards Game to the Next Level with EnterpriseOne Widgets!
Presented by:
Matt Sohrweide, J. Geiger Consulting: Inc.
Jeff Geiger, J. Geiger Consulting: Inc.
Abstract:
One of the most powerful new features of JD Edwards release 25 is a new UDO, EnterpriseOne Widgets. This powerful tool allows you to create, publish, and visualize data that an orchestration can produce! Think of it as an evolution of Watchlists by allowing the source of data to come from orchestration output. Widgets are not simply the badges you have seen with Watchlists but allow for visualizations such as bar or pie charts as well as gauges to keep track of metrics within a range. This is what executives and leaders in your organization have been asking for, a way to see what is happening in JDE at a glance whether it be sales, purchasing or even manufacturing! Did I mention it is included as part of your JD Edwards licensing was long as you are on the April update for Release 25? Let us show you how you take the “digital gold” within your JD Edwards instance and mine for actionable and visualizable output! This session is eligible for the following CPE credits: NASBA.\nThis session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Low Code/No Code, Orchestrator
P-052116
Absolutely Everything About Widgets
Presented by:
Todd Nelson, iLearnERP
Abstract:
Abstract Dive into the world of Widgets—the most exciting Digital Transformation enhancement in JD Edwards EnterpriseOne! In this session, we’ll explore everything Widgets have to offer, from their initial release to the latest capabilities in Release 25 and 26. You’ll learn how to build Widgets using Tiles, Watchlist Badges, Charts, and Gauges, and discover how to design powerful, data-driven experiences within the Widget Dashboard. We’ll also cover the newest features, including User Inputs, enhanced interactivity, and real-time orchestration integrations that bring your dashboards to life. Join this lively, hands-on session to see how harnessing Orchestration outputs can supercharge your Widget-enhanced EnterpriseOne Pages. Learning Objectives 1.Understand the process of creating and configuring Widgets using Page Composer. 2.Discover how to extract and display valuable data from Orchestrations within Widgets. 3.Explore the latest Widget enhancements across Release 25 and 26, including the new Widget Dashboard, User Inputs, and more. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation, Integrations, Orchestrator
P-052125
ABCs of the Orchestrator Studio
Presented by:
Todd Nelson, iLearnERP
Abstract:
Abstract If your organization hasn’t yet tapped into the power of the JD Edwards Orchestrator Studio—don’t worry, this session is the perfect place to start. We’ll break down the essential components of automation in EnterpriseOne, including Orchestrations, Service Requests, Connectors, and Logic Extensions. This isn’t about becoming an expert in 60 minutes—it’s about seeing how everything fits together and building confidence to take your first steps toward modernization. Whether you’re simply curious or ready to dive in, this hands-on session will demystify the Orchestrator Studio, show how it connects business data with digital automation, and provide a clear roadmap for using these tools to simplify, extend, and transform your JDE processes. Learning Objectives 1.Understand the role and purpose of the JD Edwards Orchestrator Studio Learn why the Orchestrator Studio is a cornerstone of JDE’s automation strategy. We’ll explore how it reduces custom code, enhances flexibility, and empowers both IT and business users to modernize processes through low-code automation. 2.Navigate the Studio and its shared design structure Explore the Studio’s layout and how its components—Service Requests, Orchestrations, Connections, and Logic Extensions—share a consistent interface and build on one another. See how these reusable elements connect to form scalable digital workflows. 3.Build and run a real Orchestration Watch a real example come to life as we walk through the process of constructing, connecting, and executing an orchestration. Learn how data flows through each component and see the results in real time. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Low Code/No Code, Orchestrator, Workflow Automation
P-052128
Always Build Content – Ideas and Methodologies of Orchestration Creation
Presented by:
Todd Nelson, iLearnERP
Abstract:
Abstract Once you’ve learned the basics of the JD Edwards Orchestrator Studio, the next step is knowing what to build—and how to build it well. This panel discussion session focuses on the creative and practical side of orchestration design, exploring proven methodologies, design patterns, and real-world ideas that turn simple automation concepts into meaningful business solutions. We’ll dive into how to identify automation opportunities across EnterpriseOne, develop reusable orchestration components, and apply best practices for structure, naming, and maintainability. You’ll also see examples of orchestration patterns that solve common business challenges—such as data validation, notification loops, and integration with external systems. Whether you’re a business analyst, CNC, or developer, you’ll leave this session with a framework for continuously building orchestration content that delivers value, scales easily, and supports your organization’s digital transformation goals. Learning Objectives 1.Recognize orchestration opportunities throughout EnterpriseOne Learn how to identify manual, repetitive, or error-prone processes that are prime candidates for automation. Discover how to think like an “automation architect” by mapping business needs to Orchestrator capabilities. 2.Apply design methodologies and best practices Explore structured approaches for building Orchestrations, from planning and naming conventions to modular development. We’ll review patterns like the Parent–Child Orchestration, Looping Orchestration, and Reusable Service Request Models that simplify future maintenance and scaling. 3.Develop a continuous content mindset Understand how to maintain an “always build” mindset within your organization. Learn how to document, catalog, and share orchestration ideas to encourage collaboration between business users and IT teams. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Development & DevOps, Digital Transformation, Low Code/No Code, Orchestrator
P-052133
No More Emails: How Comoto Automated Vendor Collaboration from PO to Payment
Presented by:
Jeremy Stowe, K-Rise Systems
Lindsay Clary, Comoto Holdings
Abstract:
Comoto is America’s largest powersports aftermarket retailer with 150 stores nationwide and over 90 years of combined experience serving motorcycle enthusiasts everywhere. Comoto has implemented a comprehensive Vendor Self-Service (VSS) solution designed to modernize and streamline vendor interactions throughout the purchasing lifecycle. The no-code/low-code based platform empowers vendors to independently review, acknowledge, and modify purchase orders (POs) within a unified, user-friendly portal. By reducing manual intervention and email-based coordination, the VSS solution enhances transparency, accuracy, and responsiveness between Comoto’s procurement teams and their vendor network. The result is a more agile supply chain process that improves data integrity and minimizes administrative overhead. Fully integrated with JD Edwards (JDE), the solution provides end-to-end automation from PO creation through voucher entry, ensuring real-time synchronization and seamless transactional flow. Vendors gain immediate visibility into PO status, shipment details, and payment updates, while Comoto gains greater control and auditability over procurement activities. This presentation will demonstrate how the VSS platform not only simplifies vendor engagement but also delivers measurable efficiency gains and improved collaboration across the organization’s sourcing ecosystem. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Integrations, Low Code/No Code, Manufacturing, Public Sector, Real Estate, Retail, Self Service, Tribal Nations, Upgrades & Updates
P-052134
Modernizing Financial Operations at Four Seasons Produce with a Digital Invoice Platform
Presented by:
Tim Boatwright, Four Seasons Produce Inc.
Jeremy Stowe, K-Rise Systems
Abstract:
Four Seasons Produce, a leading Pennsylvania-based distributor of fresh, organic fruits and vegetables, has long connected farms and retailers through quality, reliability, and speed. Now, the organization is bringing that same commitment to excellence to its back-office operations through a focused modernization strategy. As part of a broader digital transformation initiative across its family of companies — including Four Seasons Produce, Sunrise Logistics, Sunrise Transport, and Earth Source — the organization is reimagining how financial interactions happen. By launching a modern digital payment application, Four Seasons has transformed a traditionally manual, fragmented process into a seamless, customer-centric experience. Customers can now register, log in, pay, and view invoices within a secure, centralized platform that enhances transparency, accelerates payment cycles, and improves operational efficiency. Built on a no-code/low-code platform, the solution empowers Four Seasons to take true developer ownership, enabling continuous enhancement, faster innovation, and long-term agility without heavy reliance on external development resources. In this session, discover how Four Seasons Produce is modernizing core financial processes, elevating customer experience, reducing administrative complexity, and building a scalable digital foundation to support growth and innovation across its family of companies. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Construction, Development & DevOps, Digital Transformation, Financial Services, Healthcare, Higher Education, JDE Financials, Low Code/No Code, Manufacturing, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052138
EnterpriseOne Cumulative Value in Distribution – End User Overview
Presented by:
Jerry Salazar, Syntax Systems USA: LP
Abstract:
Since Release 9.2 Update 5 (UN5) in December 2020, the EnterpriseOne Distribution Suite has been enhanced with several great new features, that I believe are worth showcasing them in a presentation. I’ve hand-picked some of the most impactful enhancements to showcase, so join me for this hands-on session as we take an in-depth look at the features — from configuration to usability and beyond. Some of these are new/simple Processing Options and some are brand new applications. Don’t miss out! These are some of the enhancements feature in this session: Inventory: •Support for Non-Blank Approved Lot Statuses •Allow Inventory Locations to be Put on Hold •On Hand Inventory Repost •Set Default Display Options on Item Availability Purchasing: •Simplified Update of Lot and Location During Receipt Route •Simplified Method to Update Based-on-Date in the Purchase Order Receipts Program •Lot Control for Purchase Transfer Order During Shipment Confirmation •Requested Date Based on Workday Calendar for PO Generator •Enhanced Delegation Process of Purchase Order Approval •Control to Validate the Based On Date During Inventory Completions •Improved User Experience of the Order Template Functionality •Purchase Order Acknowledgment Approval to a Buyer or a Single Recipient •Avoid Opening Requisition Order When Purchase Order Line is Canceled during Receipts Manufacturing: •Option to Prevent Negative Completions •New Where Used Diagram •Copy Costs to Multiple Selected Branch/Plants Sales: •Summation of the Extended Amount Column for Sales Order Entry (P42101) •Order Preparation and Delivery Date Preference Based on Workday Calendar •Ability to Reprint Invoice for Held Orders This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Manufacturing, User Experience
P-052157
Exploring 10 Years of 9.2 Tools Releases: A Quick Journey Through Innovation
Presented by:
Jerry Salazar, Syntax Systems USA: LP
Abstract:
Did you know there have been more than 400 enhancements to JD Edwards 9.2 Tools since its release in October 2015? While many of these improvements happen behind the scenes, a significant number directly enhance the user experience and support your Digital Transformation and Automation initiatives. Do you fully understand what your current Tools Release offers from a User Experience and Digital Transformation perspective? Join me for this session as we take a straightforward look at the enhancements delivered with each Tools Release since the launch of 9.2. I’ve done the research and compiled a simple, easy to follow list to guide our discussion. As a consultant, I can typically access the latest features within days of their GA release; however, this isn’t always as simple for customers. With Oracle delivering new features every couple od months—plus a major release each year—it can be challenging for organizations to stay current. Although Oracle has significantly simplified the upgrade process, for many customers even a minor Tools Release update can still feel like a major project. In this session, we’ll explore the key features delivered in each release and learn how to make the most of what you already have access to—whether or not it’s the very latest version. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Low Code/No Code, Personalization, Upgrades & Updates, User Experience
P-052162
Smarter Product Returns with JDE Orchestrator & Gen AI
Presented by:
Kevin Musick, IT Convergence
Abstract:
Product returns are expensive, slow, and manual because someone has to touch and inspect each item before a decision is made. That lag drives up warehouse labor, delays refunds, and leaves your JD Edwards inventory and recovery values out of sync with reality. In this session, we’ll show how JDE EnterpriseOne Orchestrator and Generative AI can pre-classify product condition before the item arrives, using only the customer’s return comments. You’ll see how free-text reasons are converted into clear disposition categories—New/Sealed, Like New, Refurbishable, Damaged, or Non-Resale (hygiene/severe damage)—and then drive an automated workflow in JDE: Orchestrator receives the JSON payload from a third-party returns system, calls GenAI for classification, creates the appropriate purchase order, and uses Receipt Routing to apply the correct status so inventory and refund processes update with zero or minimal manual review. We’ll walk through the orchestration design, the GenAI prompt pattern, error/low-confidence handling, and how to measure business impact in cycle time, labor savings, and recovery value. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Generative AI, Orchestrator, Workflow Automation
P-052164
OH Wait… Should I Have Gotten a Prenup?
Presented by:
Shannon Alred, Brown & Root Industrial Services
Abstract:
OH WAIT… SHOULD I HAVE GOTTEN A PRENUP? Navigating Vendor Relationships, Contracts, and the Moments Nobody Warned You About Every vendor relationship follows the same arc as a personal one. The sales cycle feels like dating — charming, exciting, full of promises. Negotiations are the engagement. Go-live is the honeymoon. And then life gets complicated. What happens when your vendor gets acquired and you’re suddenly in a relationship with a company you never chose? When support erodes, pricing resets, and the people who knew your environment are gone? When your vendor announces they’re retiring your product and pushing you to SaaS — whether you’re ready or not? This session walks through every stage of the vendor relationship arc — from first date to divorce court — with equal parts humor and hard-won practical insight. You’ll leave with a clear picture of where your contracts are exposed, what language actually protects you, and what to do before the next surprise hits. The prenup isn’t about distrust. It’s about clarity. The best time to negotiate it was before the honeymoon. The second best time is right now. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052192
Not every glimmering thing is gold, but the pot of gold is waiting us at the rainbow’s end. Reflections from a Challenging Go Live
Presented by:
Marina Beraldo, Wepa Hygieneprodukte GmbHG+3
Abstract:
Some of you may find this story familiar, as it was previously shared at INFOCUS 2025 last September. At that point, however, the integration test results were still pending, and the full picture had not yet emerged. The story took a dramatic turn during the Go Live. We were faced with an unwelcome surprise: system performance declined drastically. Despite extensive discussions and thorough checks, we reached a difficult crossroads. Ultimately, we resolved not to proceed with the new 64-bit environment and instead opted to remain on the existing 32-bit system. To this day, the root cause of these performance issues remains unidentified. What will happen next? For those eager for answers, all will be revealed at BLUEPRINT 4D. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation
P-052193
Hands Up For Hands Free |Wearable Tech in the Warehouse
Presented by:
Paola Pomi, Redfaire International
Linda O’Donnell, Redfaire International
Abstract:
Discover how Banfi Wines and Spirits is transforming warehouse operations through innovative wearable technology integrated with JD Edwards. By equipping operators with smart glasses, Banfi has streamlined inventory management and order fulfillment, reducing errors and boosting efficiency. This hands-free solution leverages voice commands and visual indicators, enabling operators to scan, pick, and manage inventory without traditional handheld devices. All operational data captured through the smart glasses is seamlessly integrated into JD Edwards using orchestrations, ensuring real-time visibility and accuracy across the supply chain. This session will showcase how Banfi’s approach not only enhances productivity but also sets a new standard for digital transformation in warehouse environments. Join us to learn practical insights and best practices for leveraging wearable tech with JD Edwards. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Manufacturing, Mobile, Orchestrator
P-052247
Are We Winning or Losing the Day? How Little Rapids Transformed JDE Manufacturing Data into Actionable Insight
Presented by:
Steve Gerth, Little Rapids Corporation
Abstract:
For manufacturers on JD Edwards, the data needed to optimize the shop floor is often trapped by complex data structures and cryptic tables. This makes timely reporting a slow, manual struggle, leaving managers to ask, “Are we winning or losing the day?” without a clear answer. Join Steve Gerth, Systems Development Manager, of Little Rapids, for a deep dive into their manufacturing analytics transformation. This session details their journey beyond standard JDE reporting to develop powerful, automated production dashboards in Power BI. Learn how they rapidly unlocked and translated their complex JDE data into a clear, unified model for analysis. We’ll showcase how this provided granular visibility into production results—by day, by shift, and even by the hour—empowering their operations teams to optimize processes and pave the way for future AI-driven initiatives. Key Takeaways •Strategies for overcoming common JDE data complexities (Julian dates, cryptic schemas) for analytics. •How to move from static, manual reports to dynamic, hourly production dashboards in Power BI. •Tips for developing and standardizing KPIs to create one source of truth. •Techniques to accelerate analytics deployment and bypass traditional multi-year build cycles. •How to build a scalable, AI-ready data foundation on top of your JDE system to future-proof your analytics strategy. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Manufacturing
P-052253
Vendor Purchasing using JDE Direct Connect / Punchout Features
Presented by:
Jennifer Goihl, Cardinal Glass Industries, Inc.
Abstract:
At this session attendees will hear how Cardinal Glass leveraged JDE’s Direct Connect Business Service and Requisition Self-service module to streamline our vendor purchasing process. Learn the challenges with the current process, steps we took to prototype and obstacles we had to overcome. We will also summarize the benefits and savings realized by the Cardinal manufacturing facilities that have implemented these features. This session will discuss the configuration required to utilize Direct Connect functionality, the changes to the Purchasing and Accounts Payable processes as well as specific customizations we made to make this functionality work for Cardinal. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Manufacturing, Self Service
P-052257
The Power of the Page! Embedding URL’s into E1 Pages and Café One Layouts
Presented by:
Heather Schloemann, ReportsNow
Abstract:
JD Edwards EnterpriseOne continues to evolve as a modern, connected workspace—allowing users to combine transactions, analytics, and external resources into a single interface. One of the most impactful ways to enhance user efficiency is by embedding dashboards, URLs, and web applications directly into JD Edwards through EnterpriseOne Pages and Café One layouts. This session explores practical methods for integrating external content such as BI dashboards, SharePoint sites, Power BI visuals, ReportsNow dashboards, or intranet pages directly within JD Edwards. Attendees will learn: •How to configure EnterpriseOne Pages with interactive hyperlinks and embedded content. •How to use Café One to link JDE applications with related dashboards or web-based tools. •Best practices for layout design, security, and performance optimization. •Tips for presenting contextual information—so users can access transactions, analytics, and reference data without leaving JD Edwards. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Analytics, Automation, BLUEPRINT 4D, Security
P-052263
Collaborative Planning Forecasting and Replenishment using Supplier Portal
Presented by:
Mitesh Shah, Edwards Lifesciences
Rajesh Ranabhor, Edwards Lifesciences
Abstract:
Exploring and leveraging innovative ideas across procurement and planning to strengthen supplier Collaboration . 1>Streamlining navigation using E1 Page, bypassing WebLogic, and maintaining a simple design. 2>Implementing orchestration for alerts on schedule generation, acknowledgements, and PO creation, which improved efficiency and collaboration for both suppliers and Edwards. 3>Enhancing the user interface through form personalization and extension, resulting in a more adaptable and user-friendly JD Edwards experience. Note: This presentation includes virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Manufacturing, Orchestrator, Personalization
P-052280
The Billion Records Heist: How IKO, Essentio & Birlasoft enabled agile production through intelligent JD Edwards Archival
Presented by:
Siva Sodadasu, HSS Enterprises
Ed Howell, Essentio
Christian Audet, HSS Enterprises
Abstract:
As organizations expand and data volumes surge, maintaining ERP performance becomes a pressing challenge. For IKO Industries, a global leader in roofing and building materials, years of JDE 9.2 rollouts and continuous data expansion in terabytes had led to production slowdowns, degrading query performance, and operational inefficiencies. The solution? A bold archival strategy powered by Essentio Archivist and Birlasoft’s JDE architectural expertise. In this session, discover how IKO successfully migrated nearly a billion records to archival storage, transforming their JDE environment into a lean, agile, and high-performing system. Gain insights into: • Why data archival is critical for long-term ERP sustainability • What tools, strategies, and governance models were used to ensure success • How Essentio Archivist enabled state of the art archival processes • How performance gains are translated into real business value, such as faster decision-making, improved user experience, and reduced infrastructure costs. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, User Experience
P-052282
Ease the burden of E1 testing – A customer’s perspective on why and how!
Presented by:
Linda Sloan-Compton, Pinal County Government
Abstract:
With Oracle JD Edwards extending support to 2036 and encouraging customers to stay code current, it is crucial to find ways to make maintenance and functional testing processes more efficient. For most JDE E1 customers, relying on end users and subject matter experts (SMEs) with heavy workloads and limited time makes functional testing challenging. Consequently, the quality and scope of testing and documentation often vary dramatically and inconsistently from one project to the next. In this session, we will explore how Pinal County successfully leveraged the DWS SwifTest tool to complete testing for our EnterpriseOne 9.2 applications and Tools upgrade. This process also allowed us to establish a comprehensive library of standard and custom business processes. Key benefits of adopting this approach included: – Documenting detailed process steps. – Leveraging consistent test data for repeatable actions. – Automating script running. – Creating a basis for end-user training documentation. – Providing auditors with consistent documentation of testing validation performed before promotion to Production. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Low Code/No Code, Upgrades & Updates
P-052322
End-to-End Automation of Accounts Payable Using JDE Orchestration and API Integration
Presented by:
Andy Cox, KIND LLC
Abstract:
This presentation will delve into the comprehensive automation of the Accounts Payable (AP) process leveraging JDE Orchestration capabilities. Attendees will gain insights into how the entire workflow—from voucher approval through to payment posting in the General Ledger (G/L)—can be seamlessly automated, significantly reducing manual intervention and errors. A key highlight will be the integration of APIs to transmit payment information directly to banking systems, ensuring real-time, secure, and efficient payment processing. Designed for ERP specialists, finance automation professionals, and IT architects, this session will provide practical guidance on configuring JDE Orchestrations to orchestrate complex AP workflows. Attendees will learn best practices for designing robust automation pipelines, managing exception handling, and ensuring compliance with financial controls. Additionally, the presentation will cover the technical nuances of API integration, offering a blueprint for secure and scalable payment automation. By the end of this session, participants will be equipped to implement or enhance automated AP processes within their organizations, driving operational efficiency and financial accuracy.
Program:
JD Edwards Forum: Simplify & Automate
Tags
APIs, Automation, BLUEPRINT 4D, JDE Financials, Orchestrator, Security, Workflow Automation
P-052332
SSO Done Right: A Homebuilder’s Success Story
Presented by:
Sachin Choudhari, Circular Edge
Tonio Thomas, Circular Edge
Abstract:
Hear from a homebuilder on how they implemented an SSO solution for their JD Edwards System, leveraging natively available features that allowed them to integrate with their existing IDP, like Microsoft Entra ID, and deliver a seamless SSO experience for their end users. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Personalization, Security
P-052336
You Have to Fight for Your Right to Code
Presented by:
Tim Koch, Mueller Co
Abstract:
This session will be centered around the software developer and using the E1 toolset to develop lo low code solutions. This includes things such as soft coded development methods, minimizing the impact of modifications by creating them with a small footprint, Table Triggers and incorporating Orchestrations into your code. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Development & DevOps, Low Code/No Code, Manufacturing, Orchestrator
P-052358
Driving Efficiency in Distribution with JD Edwards Orchestrator
Presented by:
Amanda Hunsinger, MacLean-Fogg Company
Abstract:
Oracle’s introduction of Orchestrations has transformed how organizations streamline processes by reducing manual tasks and eliminating non-value-added activities. The challenge, however, lies in identifying which orchestrations deliver the greatest impact. This session explores how the Business Analyst team at MacLean-Fogg partnered across multiple plant locations to optimize distribution workflows using JD Edwards Orchestrator. Through a series of standard work training sessions, the team gathered direct user feedback and developed targeted orchestrations that minimize manual effort and enhance data accuracy. Key solutions include automating route and delivery updates by shipment number, enabling users to generate carton/container codes without IT intervention, and processing inbound EDI for specific document. These orchestrations empower end users, improve operational efficiency, and demonstrate a scalable approach to digital transformation. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Low Code/No Code, Manufacturing, Orchestrator, Upgrades & Updates, Workflow Automation
P-052370
JD Edwards in the New Hybrid Cloud World: Integrating JDE, Oracle Fusion, Azure, AWS & SaaS into One Unified View”
Presented by:
Serge Desloover, Broadpin
Susan Trubell, Broadpin
Abstract:
The future of JD Edwards isn’t a question of if it moves to the cloud—but how. Across industries, companies are blending JDE’s proven ERP foundation with Oracle Fusion Cloud, Azure data lakes, AWS services, and specialized SaaS applications to create agile, connected ecosystems. Yet the challenge remains: how do you architect and govern this hybrid landscape while giving executives a single version of the truth? In this strategic, technical, and business-focused session, we’ll explore what a modern JDE hybrid cloud truly looks like—how to integrate ERP, cloud apps, and analytics into a unified data and operational view. We’ll walk through deployment blueprints, connectivity patterns, and real-world strategies that deliver transparency, cost efficiency, and business agility. Learning Objectives: •Understand hybrid options for JDE (on-prem, OCI, Azure, AWS, SaaS). •Learn integration frameworks and data-unification strategies for executive dashboards. •Discover governance and cost-optimization models to sustain hybrid operations. Key takeaway: Your JDE investment is the anchor of a broader digital ecosystem—this session shows how to extend it seamlessly into a hybrid cloud that powers every decision, every day.\nThis session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Analytics, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Hosting Strategy, Integrations, OCI Architecture
P-052385
Take your JDE AI Solution from POC to Production
Presented by:
Vevin Kumar Senthil Kumar, Martin Marietta
Abstract:
Developing an AI Proof of Concept (POC) is often the easiest part of the journey, but taking that solution to production within an enterprise JD Edwards environment is where the real challenges begin. This session will explore our experience transforming an AI-powered agent built around JDE Orchestrations from a functional prototype into a fully operational, secure, and scalable production solution. Attendees will gain insights into the practical aspects of scaling AI solutions in the JDE ecosystem, including architectural considerations, integration patterns, performance tuning, and data governance. We will also discuss lessons learned around authentication, reliability, and user adoption, which are key factors that determine long-term success beyond the initial POC phase. This session will benefit Business Analysts, Developers, and IT Leaders interested in understanding what it truly takes to operationalize AI in the JD Edwards landscape, from concept to continuous improvement. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Development & DevOps, Digital Transformation, Low Code/No Code, Mobile, Orchestrator, Security
P-052397
JDE and Pitney Bowes: The Quest for Competent Practices
Presented by:
Michael Abbott, Trelleborg Sealing Solutions
Abstract:
Trelleborg in North America had used Pitney Bowes SSL in conjunction with an incomplete implementation of E1 Transportation. When the time came to move to Pitney Bowes SPE, it also gave us the opportunity to correctly implement the transportation functions in E1. We will show how the two share data and also the move from a superficial to a complete implementation of transportation. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Manufacturing, Personalization
P-052403
From CNC to OCI: How One JDE Customer Unlocked Performance, Savings, and Future-Proofing in the Cloud
Presented by:
Sam Champagne, KS2 Technologies Inc.
Joe Gagnon, Whitmore
Abstract:
In this session, we’ll share the story of a real-world JD Edwards customer who successfully upgraded to Oracle Cloud Infrastructure (OCI), transforming their operations and reaping significant benefits. We’ll walk you through the entire process—from initial assessment to migration—highlighting key decisions, challenges, and the lessons learned. You’ll see how OCI improved system performance, reduced infrastructure costs, and simplified ongoing management, all while future-proofing the customer’s JDE environment. If you’re considering a move to OCI, this presentation will provide you with valuable insights into how to approach your own upgrade. With practical examples and proven strategies, we’ll show you how to optimize your JD Edwards system in the cloud and unlock the full potential of OCI for your organization. Don’t miss this opportunity to learn from a real-life success story and get the tools you need to start your cloud journey with confidence. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Hosting Strategy, OCI Architecture, Upgrades & Updates
P-052404
Reimagining JDE: A Real-World UX Transformation Using the Native Toolset
Presented by:
Sam Champagne, KS2 Technologies Inc.
Abstract:
Join us for a deep dive into a real JDE UX Transformation project built entirely with the native JD Edwards toolset. Built entirely with no custom code, no third-party add-ons. We’ll walk through how we redesigned a customer’s user experience using UX One pages, Watchlists, Notifications, and Personal Forms to streamline workflows, surface critical insights, and dramatically improve user productivity. You’ll see how these tools can be combined to create an intuitive, modern interface that empowers end users and reduces dependency on IT. This session focuses on practical techniques, configuration patterns, and lessons learned you can apply immediately in your own environment. If you’ve been looking for meaningful, achievable ways to enhance usability and deliver rapid value to your business, this real-life transformation story will show you what’s possible using the tools you already have. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
APIs, Automation, BLUEPRINT 4D, Low Code/No Code, Orchestrator, Personalization, User Experience, Workflow Automation
P-052481
Avoiding Hidden Licensing Pitfalls in Oracle Environments: What Every Applications Team Should Know
Presented by:
Michael Corey, LicenseFortress
Abstract:
Licensing challenges in Oracle environments rarely come from the Applications themselves—they come from the unexpected intersections between technical architecture, contract terms, and the way environments evolve over time. As workloads shift between on-premises, OCI, and virtualized infrastructure, even small configuration decisions can create licensing exposure that isn’t obvious until it becomes expensive. In this session, we draw from real-world examples to highlight the hidden pitfalls that Oracle customers encounter most often—misunderstandings about usage rights, inherited deployments, virtualized clusters, custom integrations, and renewal timelines that don’t match operational reality. These issues aren’t the result of vendor intent; they’re the result of environments growing faster than internal governance. Attendees will learn practical, contract-aligned strategies for: •Identifying deployment patterns that commonly trigger unintended licensing obligations •Understanding how Applications customizations and integrations impact entitlements •Preparing for renewals with clear, defensible data—not assumptions •Aligning architecture decisions with contract terms to avoid surprise costs •Building an internal licensing posture that reduces risk year-round Attendees will walk away with practical insights they can apply immediately—strengthening governance, reducing risk, and ensuring their Oracle environments support both operational needs and long-term strategy. This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Integrations
P-052486
Connect, Extend, and Modernize Your Applications (Cloud, On-Prem, Oracle SaaS, JD Edwards, PeopleSoft), and Data with Oracle Integration Cloud
Presented by:
Kush Patel, Oracle America: Inc
Abstract:
As organizations continue to balance cloud adoption with existing on-premise investments, the ability to seamlessly connect applications, and data has become essential. Oracle Integration Cloud (OIC) provides a unified, low-code platform to connect, extend, and modernize enterprise environments spanning cloud and on-premise systems, including Oracle SaaS applications, JD Edwards, and PeopleSoft. This session provides a high-level overview of Oracle Integration Cloud, highlighting its core architecture, key capabilities, and its role in a modern integration strategy. Attendees will learn how OIC enables secure, scalable integrations across diverse application landscapes while supporting incremental modernization rather than disruptive replacement. The session also covers integration best practices, including design principles, performance considerations, security, error handling, and operational monitoring. Through practical examples and lessons learned, this session demonstrates how organizations can leverage OIC to extend the value of existing applications, reduce integration complexity, and establish a flexible foundation for future digital initiatives. Learning Objectives – By the end of this session, attendees will be able to: 1.Understand the core capabilities and architecture of Oracle Integration Cloud and how it supports hybrid integration across cloud and on-premise environments. 2.Identify integration best practices for building secure, scalable, and supportable integrations using OIC. 3.Recognize common integration patterns and considerations when working with JD Edwards, PeopleSoft, and Oracle SaaS applications. This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Integrations, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052488
Designing Your First OCI Environment: Security, Governance, and Operational Readiness
Presented by:
Khushboo Nigam, Oracle America: Inc
Abstract:
Oracle Cloud Infrastructure (OCI) offers a comprehensive platform for running enterprise workloads in the cloud, but new adopters often ask the same questions: Where do we start? How is OCI structured? And how do we establish security, visibility, and governance from day one? This session provides a practical introduction to OCI for anyone getting started or evaluating adoption. The session focus is on helping attendees build a clear mental model of how OCI works and how early design decisions shape security, operations, and cost over time. The session walks through how OCI organizes resources, access and identity, and networking, and how built-in capabilities support secure access, operational observability, and governance as part of the platform. Attendees will also learn how to approach OCI onboarding in phases, so teams can start small, avoid common early missteps, and scale with confidence. By the end of the session, participants will understand how OCI is designed to support secure, observable, and well-governed environments from the beginning, and what practical next steps to take as they move forward. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052491
Implementing Oracle HCM: Your Questions, Answered
Presented by:
Julie Schnepel, Cherokee Nation Businesses
Abstract:
Moving to Oracle HCM can feel overwhelming—but you’re not alone, and you will get through it. This session is designed to demystify the early stages of the Oracle HCM journey, share what to expect, and create space for open, honest questions. Whether you’re evaluating Oracle HCM or just getting started, we’ll talk through common concerns and practical advice to help you move forward with confidence. Hear from a PeopleSoft turned Cloud HCM customer whose been through it all.\nThis session is eligible for the following CPE Credit: NASBA, SHRM
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Tribal Nations
P-052497
Project Lifecycle – Detailed Perspective from Creation, Execution to Billing and Revenue
Presented by:
Markus Baggio, Oracle America: Inc
Abstract:
Managing projects end to end requires real-time visibility, intelligent automation, and tight financial control. In this session, we’ll walk through the complete project lifecycle in Oracle Fusion ERP, from initial project and contract creation through execution, billing, and revenue recognition. Attendees will see how organizations can analyze ongoing projects with insight into project structures, costs, accounting, change management, and issue resolution, including the use of AI-driven capabilities to support change order management and Project Proposals. The session will also demonstrate streamlined project setup and contract setup using templates. The session concludes with the review of project billing covering different scenarios for Time & Material, Fixed Price with milestones, cost plus, automated credit notes and such. The presentation is planned to be interactive allowing to audience to ask questions. This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Finance
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052499
BLUEPRINT 4D Keynote: Reinventing How Work Works: A New AI-Powered Operating Model for the Enterprise
Presented by:
Yvette Cameron, Oracle America: Inc
Abstract:
Work is being fundamentally redefined. What was once structured around transactions and processes is becoming dynamic, intelligent, and outcome-driven. AI is driving this shift and transforming enterprise applications into systems that anticipate, guide, and adapt to how work actually happens. But realizing this promise requires more than embedding AI into existing workflows. It demands that leaders rethink how work gets done and design a new human-agent workforce aligned to business outcomes. In this session, explore how Oracle Fusion Applications enable this transformation. Leave with a clear framework to assess your current processes, build the case for change, and take practical steps to reinvent how work works in your organization. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052504
Cloud HR Keynote: Leading the Human-Agent Workforce: A New HR Operating Model
Presented by:
Rocky Mitarai, Oracle America: Inc
Abstract:
HR leaders face a defining moment: AI is no longer an emerging tool; it’s part of how work actually happens. Yet few organizations have a model for how people and intelligent systems should work together. It’s time for HR leaders to develop and empower the human agent workforce, supported by the right foundation that is rooted in trusted data, embedded intelligence, and agent led experiences. Discover how Oracle Cloud HCM is helping HR shape the future of human agent collaboration, and learn the concrete steps you can take to start that evolution today. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, BLUEPRINT 4D, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052522
JD Edwards Localization and Tax Reform Updates
Presented by:
Paolo Borriello, Oracle America: Inc
Abstract:
JD Edwards EnterpriseOne delivers specific, integrated functionality to support the financial and regulatory requirements for running your business globally. This presentation highlights why your organization should adopt our latest regulatory changes for Brazil, Europe, and/or Asia to support your business processes and evolving regional tax reform. Attendees will learn how EnterpriseOne features support localization for specific government requirements such as tax, invoicing, and reporting. We will discuss innovation and best practices for deploying Brazil Tax reform, E-Invoicing and E-reporting. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Integrations, JDE Financials, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052523
JD Edwards Keynote: Modernizing JD Edwards to Drive Growth and Results
Presented by:
Paul Houtkooper, Oracle America: Inc
Abstract:
Modernizing JD Edwards helps you adopt new technologies, streamline operations, reduce costs, and turn JD Edwards data into faster, better decisions. Join us to hear our product strategy, centered on automation, user experience, and cloud—enabled by incremental, impactful features that matter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
Automation, BLUEPRINT 4D, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Low Code/No Code, Manufacturing, Orchestrator, Personalization, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052524
Run your JD Edwards and PeopleSoft workloads where you want with an Oracle DB Multicloud Strategy
Presented by:
Heema Satapathy, Oracle America: Inc
Abstract:
With Oracle Multicloud, customers can run Oracle Cloud Infrastructure (OCI) databases—such as Autonomous Database or Exadata—directly within other major cloud providers like Azure, AWS, and Google Cloud. This strategy enables customers to have the best-of-breed services from different clouds, optimize costs, improve performance with low latency, and avoid vendor lock-in. Join us to discover how to gain flexibility to run your JD Edwards and PeopleSoft workloads where you want. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Autonomous Database, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Oracle Database & Data Platforms, Oracle Guided Learning, Public Sector, Real Estate, Retail, Tribal Nations
P-052526
JD Edwards Applications Update and Roadmap
Presented by:
Dave Greiner, Oracle America: Inc
Abstract:
JD Edwards continues to introduce innovative features that streamline processes, automate tasks, and enhance capabilities across various functional areas. This session will provide an overview of recent advancements and accomplishments within the Enterprise Automation and Sustainability initiatives. Attendees will receive a summary of the latest enhancements in Manufacturing and Distribution, Financial Management, and other product domains. The session will also highlight the upcoming roadmap and what to expect in future releases. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Manufacturing, Real Estate, Retail
P-052529
EnterpriseOne – Enterprise Automation in Procure to Pay
Presented by:
Angelin Isaac, Oracle America: Inc
Abstract:
JD Edwards continuously delivers new features that helps analyze the Procure to Pay process. This session covers the new process definition based, procure to pay process model templates. This session will also include cumulative value of 9.2 enhancements in Procurement including recent improvements done in delegation of Purchase Order approval process. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, JDE Financials, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052537
From Data to Impact: JD Edwards Sustainability Framework
Presented by:
Shruti Ghatage, Oracle America: Inc
Abstract:
As sustainability requirements continue to grow, organizations need efficient solutions to capture, manage, and report environmental data with accuracy. The JD Edwards Sustainability Framework enables businesses to streamline and automate environmental data collection process. With seamless integration capabilities with any carbon calculation and reporting tools including Oracle EPM, the framework provides a comprehensive, end-to-end sustainability solution. Join this session to explore the JD Edwards Sustainability Framework’s latest enhancements and future roadmap, and discover how it empowers you to achieve sustainability goals more efficiently and effectively. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Digital Transformation
P-052538
JD Edwards Order Management: Driving Efficiency and Innovation
Presented by:
Shruti Ghatage, Oracle America: Inc
Abstract:
JD Edwards continues to deliver innovative features that optimize your order fulfillment processes and drive operational efficiency. With the cumulative enhancements the JD Edwards Order Management empowers organizations automate the business processes, reduce manual effort, and enhance customer satisfaction. Discover the latest improvements to modules such as Advanced Pricing, Sales Order Management, and Agreement Management along with UX One, and Enterprise Automation. These advancements enable organization to accelerate order processing, respond swiftly to business opportunities, and thrive in today’s digital economy. Join us to explore how JD Edwards Order Management can help conquer modern challenges and drive continuous improvement across sales operations. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Manufacturing, User Experience
P-052539
JD Edwards Logistics: Empowering Supply Chain Excellence
Presented by:
Shruti Ghatage, Oracle America: Inc
Abstract:
In today’s rapidly evolving supply chain landscape, maximizing operational efficiency is more important than ever. JD Edwards EnterpriseOne combines business and technology trends to deliver features that enable you to optimize your logistics processes. Join this session to explore how the new functional enhancements along with UX One, Orchestrator, and Enterprise Automation in JD Edwards Logistics transforms supply chain management by streamlining processes, reducing the manual effort, and automating the business process. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, User Experience
P-052541
Oracle JD Edwards Digital Platform Update & Roadmap
Presented by:
A.J. Schifano, Oracle America: Inc
Abstract:
As a primary component of the JD Edwards EnterpriseOne product strategy, the digital platform represents the layer between the application modules and the server resources on which they run. The digital platform includes capabilities that enable automation, integration, extensibility, and user experience. These capabilities include Orchestrator, workflow, EnterpriseOne pages, EnterpriseOne search, widgets, CafeOne, and the entire extensibility framework. In this session we will discuss the importance of the digital platform in keeping your JD Edwards system effective and relevant in an ever-changing technology landscape. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations, User Experience, Workflow Automation
P-052542
Orchestrator Product Updates from JD Edwards Engineering
Presented by:
A.J. Schifano, Oracle America: Inc
Abstract:
Orchestrator continues to be the foundational component of the JD Edwards automation and integration strategy. You might think that after ten years of continuous improvement, well, it would be about done. But thanks to customers and partners pushing the boundaries, we still have a healthy backlog of enhancement requests, innovations, bells, and whistles. Join this fast-paced session for a survey of Orchestrator enhancements over the past year. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Personalization, Public Sector, Real Estate, Retail, Tribal Nations
P-052544
Getting the Most Out of EnterpriseOne Financial Management
Presented by:
David Bilthuis, Oracle America: Inc
Abstract:
The many 9.2 releases of EnterpriseOne include so many improvements, big and small, it can be difficult to keep up with them all. There may be many opportunities for process improvements within your organization that aren’t being taken advantage of. This session will highlight new and not-so-new features and enhancements that you may have missed but can easily employ to improve your Financial Management processes. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, JDE Financials, Low Code/No Code, Manufacturing, Personalization, Public Sector, Real Estate, Retail, Tribal Nations
P-052545
Getting the Most Out of EnterpriseOne Capital Asset Management and Service Management
Presented by:
Dave Greiner, Oracle America: Inc
Abstract:
The many 9.2 releases of EnterpriseOne include so many improvements, big and small, it can be difficult to keep up with them all. There may be many opportunities for process improvements within your organization that aren’t being taken advantage of. This session will highlight new and not-so-new features and enhancements that you may have missed but can easily employ to improve your Capital Asset Management and Service Management processes. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
APIs, Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052550
Unignorable: The Science of Being Taken Seriously
Presented by:
Chris Laping, People Before Things, LLC
Abstract:
Something strange is happening at work right now. The most competent and capable people are often the least influential. Not being heard. Feeling misunderstood. According to Gallup, 75% of global employees say their opinions don’t matter at work. If that resonates, you’re not alone, and this session is for you. Based on the new book Unignorable: The Science of Being Taken Seriously, this interactive conversation explores why talented professionals get overlooked and what the research says actually works to change it. No platitudes, no personality makeovers; just evidence-based behaviors you can put into practice Monday morning. Come ready to share what’s frustrating you, ask questions, and leave with practical tools to make your voice harder to ignore. Can’t make this session? This session will be presented again on Thursday, May 7th, 10:00 am – 10:45 am CT during P-052551 – Unignorable: The Science of Being Taken Seriously Session #2. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Emerging Leaders, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052559
Modernizing Oracle JD Edwards: Security Hardening and Performance Optimization for Mission-Critical Workloads
Presented by:
Pradip Pandey, Oracle America: Inc
Abstract:
Oracle JD Edwards continues to run some of the world’s most mission-critical enterprise workloads, but today’s threat landscape and performance expectations require a modernized approach to both security and scalability. This session presents a comprehensive overview of the latest security hardening and performance optimization initiatives in JD Edwards, drawing from real-world engineering practices and customer-driven improvements. Attendees will learn how recent platform enhancements address authentication, authorization, encryption, and attack surface reduction, while simultaneously improving system throughput, response times, and overall scalability. The session also covers architectural best practices, configuration strategies, and practical tuning techniques that can be applied to both on-prem and cloud deployments. Designed for architects, technical leads, and system administrators, this session provides actionable guidance to help organizations strengthen their JD Edwards environments, improve user experience, and prepare their ERP platforms for future growth and evolving security requirements. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Security, Tribal Nations, User Experience
P-052560
Modernizing JD Edwards with Oracle Database: Performance, Resiliency, and Self-Healing Architecture
Presented by:
Pradip Pandey, Oracle America: Inc
Abstract:
JD Edwards EnterpriseOne customers are increasingly demanding higher availability, stronger resiliency, and better performance from their Oracle Database deployments. This session presents the latest and upcoming Oracle Database innovations in JD Edwards, including native connection management, automatic kernel reconnection, Autonomous Database support (Dedicated and Serverless), auto-scaling, TCP Fast Open, and intelligent session management. Attendees will learn how JD Edwards now delivers near-zero-downtime operations through automatic failover handling, self-healing database connections, and improved transaction continuity. The session also covers real-world performance gains using Autonomous Database auto-scaling and TCP Fast Open, along with new capabilities such as optimized session lifecycle management, Oracle Database 23ai continuity features, and case-insensitive search support. Join this session to see how JD Edwards is evolving toward a self-driving, self-securing, and self-repairing database architecture—dramatically reducing operational overhead while improving performance, stability, and business continuity across both OCI and on-premise environments. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Autonomous Database, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Oracle Database & Data Platforms, Public Sector, Real Estate, Retail, Tribal Nations
P-052561
Getting the Most Out of EnterpriseOne Requirements Planning and Inventory Management
Presented by:
Dave Greiner, Oracle America: Inc
Abstract:
The many 9.2 releases of EnterpriseOne include so many improvements, big and small, it can be difficult to keep up with them all. There may be many opportunities for process improvements within your organization that aren’t being taken advantage of. This session will highlight new and not-so-new features and enhancements that you may have missed but can easily employ to improve your requirements Planning and Inventory Management processes. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052562
Getting the Most Out of EnterpriseOne Manufacturing Management
Presented by:
Dave Greiner, Oracle America: Inc
Abstract:
The many 9.2 releases of EnterpriseOne include so many improvements, big and small, it can be difficult to keep up with them all. There may be many opportunities for process improvements within your organization that aren’t being taken advantage of. This session will highlight new and not-so-new features and enhancements that you may have missed but can easily employ to improve your Manufacturing Management processes. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Manufacturing
P-052563
HCM – JDE (Join to Discover and Empower)
Presented by:
Catherine Gómez Provençal, Oracle America: Inc
Abstract:
Join this session to discover the latest and most impactful features of HCM in JD Edwards. Empower yourself with insights and practical knowledge to make the most of the solution and drive better outcomes for your organization. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052565
Oracle Server Manager Enhancements
Presented by:
Clayton Seeley, Oracle America: Inc
Abstract:
Go mining into Server Manager to find potential hidden gems that you may have missed in the EnterpriseOne 9.2 release. This session will highlight a number of recent enhancements including External APIs, Centralized Configuration, and Self-Service Password. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
APIs, Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Self Service, Tribal Nations
P-052566
Oracle Platform Certifications Roadmap, Updates and Withdrawals
Presented by:
Prashanth Thimmavajjala, Oracle America: Inc
Abstract:
Join this session to learn about the latest platform certifications and withdrawals and also the future roadmap. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052567
Oracle Web OMW and a Simplified Development Client TCO Advancements
Presented by:
Clayton Seeley, Oracle America: Inc
Abstract:
Oracle continues to invest in new and alternative methods for developers and administrators to create and manage objects through the lifecycle utilizing Web OMW while also organizing simplified creation of the standard Development Client. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Construction, Development & DevOps, Financial Services, Healthcare, Higher Education, Low Code/No Code, Manufacturing, Personalization, Public Sector, Real Estate, Retail, Tribal Nations
P-052568
Oracle JD Edwards Update Manager: Tools to Assist and a Formulate Code Current Strategy
Presented by:
Clayton Seeley, Oracle America: Inc
Abstract:
System administrators can now apply their application patches anywhere, anytime and from any device using the web-based JD Edwards update manager. Join this session to know more on how this removes the dependency on deployment server, while making it convenient and simple for administrators. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Low Code/No Code, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052569
Oracle JD Edwards EnterpriseOne System Admin Update & Roadmap
Presented by:
Clayton Seeley, Oracle America: Inc
Abstract:
Get updates on latest enhancements for JD Edwards System Administration. This session will illustrate work done in simplifying and automating tasks that continue to lower the bar for Total Cost of Ownership. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates
P-052570
Turn the Page: Ten Years of EnterpriseOne Page Enhancements
Presented by:
Haiyan Wang, Oracle America: Inc
Abstract:
Arguably the most significant—and still evolving—enhancement to the JD Edwards EnterpriseOne user experience in the past 10 years, EnterpriseOne Pages provide an easy, no-code/low-code way to modernize, simplify, and automate tasks for users. Pages are the basis of the UX One Alert/Analyze/Act paradigm. Pages provide a framework for process models and metric in Enterprise Automation. Pages provide “just enough” portal-like capabilities for EnterpriseOne content as well as external content. Pages provide a place to publish widgets. And Pages provide quick access to the most-used data and transactions. Happy 10th birthday to EnterpriseOne Pages, and a great time to take another look at the easiest and most effective way to modernize the Enterprise user experience. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Low Code/No Code, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052571
Enterprise Process Modeler Customer Panel
Presented by:
A.J. Schifano, Oracle America: Inc
Abstract:
The Enterprise Process Modeler provides a graphical tool for designing processes and the interrelationships among processes, defining metrics about those processes, and visualizing real-time analytics of how those processes are running. The first wave of early-adopter customers have rolled up their sleeves and put Enterprise Process Modeler through its paces. Attend this round-table session to hear reactions and advice from these forward-thinking, forward-doing pioneers. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Analytics, Automation, BLUEPRINT 4D, Digital Transformation
P-052572
Enterprise Process Modeler: Creating Custom Models, Metrics, and Analytics
Presented by:
Haiyan Wang, Oracle America: Inc
Abstract:
The Enterprise Process Modeler provides a graphical tool for designing processes and the interrelationships among processes, defining metrics about those processes, and visualizing a real-time view of how those processes are running. As a foundational piece of the Enterprise Automation framework, the Enterprise Process Modeler enables you to define, monitor, and measure the processes that are essential to your operations. While the prebuilt process model templates (Procure-to-Pay and Order-to-Cash) provide a great quick start for generating models, metrics, and analytics for those processes, you need a way to create custom models, too. In this session you’ll get a deep dive of the latest enhancements that enable you to create and modify your own custom process models. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Analytics, Automation, BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052573
Digital Platform Product Updates from JD Edwards Engineering
Presented by:
A.J. Schifano, Oracle America: Inc
Abstract:
The JD Edwards digital platform continues to be the framework for no-code/low-code extensions without the burden of heavy customizations. Spanning the areas of user experience, extensibility, and process automation, the digital platform has enabled customers to optimize their EnterpriseOne systems quickly and easily without deep technical skills. In this session, we will review and demonstrate cool enhancements to the digital platform over the past year. This session includes a virtual presenter. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Low Code/No Code, Manufacturing, Personalization, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052574
Introducing the New My Oracle Support Portal: Enhanced Features and Transition Guidance
Presented by:
Scott Swensen, Oracle America: Inc
Abstract:
Join us for an overview of the newly improved My Oracle Support (MOS) portal, launched in December 2025. Discover exciting new features—such as AI-powered interactions, streamlined navigation, improved search capabilities, and enhanced knowledge access—designed to elevate your Oracle support experience. We will walk through what’s changed and important resources to help you use the new portal. Don’t miss this opportunity to learn how to make the most of the new My Oracle Support portal!\nThis session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052592
JD Edwards Workshop: The JD Edwards Copilot Workshop – Turning Generative AI Into Productivity
Presented by:
Pontus Strindlund, Syntax Systems USA: LP
Abstract:
Due to the hands-on nature of this session, there is an additional $49 fee to participate. Please visit your My Registrations page of your Quest account to add this session to your conference registration or you can visit Registration on-site if you are already at the event. Walk-ups will be accommodated on site as space allows. Note: Registration is limited to customers only. Join our hands-on workshop to learn how to build a powerful Generative AI Agent that integrates seamlessly with JD Edwards. Participants will explore how to create a Microsoft Copilot Studio agent to manage Sales Orders and Work Orders, enabling smarter automation and streamlined workflows. By the end of the session, you’ll understand best practices for leveraging GenAI to enhance operational efficiency and deliver real business value. Please bring a laptop to the session to participate. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Applied AI: Innovation to Impact: AI Use Cases
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Generative AI, Healthcare, Higher Education, Integrations, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052593
Enabling the Path to AI with JD Edwards: A Practical Executive Roadmap
Presented by:
Paul Shearer, Denovo
Abstract:
Artificial Intelligence is rapidly reshaping how organizations operate, but for JD Edwards customers, the path to AI does not require abandoning existing investments. Instead, organizations are tasked with defining a clear strategy that aligns business priorities, data readiness, and platform capabilities to unlock measurable value. This executive session explores how JD Edwards organizations can enable AI to improve decision-making, streamline operations, and accelerate innovation, whether they decide to remain on-premise, leverage Oracle Cloud Infrastructure (OCI), integrate Cloud ERP, or pursue a hybrid strategy. Attendees will examine how AI-driven capabilities such as predictive analytics, intelligent automation, anomaly detection, and conversational interfaces can modernize workflows, reduce operational friction, and enhance user experience within the JD Edwards ecosystem. Through real-world examples and strategic insights, we will outline the foundational elements required for AI success: clean and accessible data, modern architecture, governance frameworks, and business alignment. Executives will gain a practical roadmap for introducing AI responsibly and efficiently to transform their JD Edwards system. Join us to learn how to enable AI on your terms, leverage modernization investments strategically, and position your JD Edwards environment for long-term innovation in an AI-driven world. This session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Integrations, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Tribal Nations, User Experience, Workflow Automation
P-052595
Why move from on-premise to Fusion Cloud Applications
Presented by:
Gilbert Traverse, Oracle America: Inc
Abstract:
Are you a PeopleSoft or JD Edwards customer contemplating next steps? The business landscape is evolving rapidly, and staying competitive means embracing innovation. Hear how moving to a subscription model can reduce TCO and how Fusion Apps’ quarterly updates, embedded AI capabilities, and cutting-edge features keep your business on the latest technology. Explore Fusion Apps’ robust security features that surpass on-premises systems. Join industry experts as they share insights and successful case studies from organizations that have made the strategic transition to Fusion Apps. Come away with a compelling business case for migrating your existing on-premises systems to Oracle Fusion Cloud Applications. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Security, Tribal Nations, Upgrades & Updates
P-052599
Atlantic Health’s System ERP Modernization: A Journey to Cloud Innovation
Presented by:
Andy Shaaban, Atlantic Health
Abstract:
Atlantic Health System launched a multi-year ERP modernization initiative to transition from its long-standing PeopleSoft platform to Oracle Fusion Cloud ERP, HCM, and SCM, reshaping Finance, HR, Payroll, and Supply Chain operations across the enterprise. In this candid session, Atlantic Health will share insights from their full journey, including vendor selection, governance design, implementation strategy, testing, go-live, and post-production stabilization. Learn how they navigated leadership transitions, payroll and accounts payable complexities, boundary system challenges, and performance issues while maintaining business continuity. Attendees will walk away with practical lessons on executive sponsorship, system integrator partnership, change management, and sustaining momentum through large-scale ERP modernization in a complex healthcare environment. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Healthcare, Payroll
P-052605
JDE as a Service
Presented by:
Russell Codlin, Rinami
Abstract:
Discover how to unlock the full potential of Oracle JD Edwards by reimagining it as a flexible, service driven engine rather than a traditional ERP locked behind a complex UI. In this session, “JDE as a Service,” you’ll see how to abstract key ERP functions into modern, consumable services that can power rich digital experiences across various platforms such as Microsoft Teams, web and mobile apps, and AI driven agents. Attendees will gain practical guidance on identifying which JDE processes and data domains are best suited for service abstraction—ensuring maximum business impact with minimal disruption. We’ll also explore best practices for crafting intuitive, user friendly digital touchpoints, enabling teams to interact with JDE in ways that feel natural, familiar, and efficient. Beyond UX, the presentation will dive into the architectural patterns needed to expose these services securely, including authentication strategies, access control models, and methods for safeguarding ERP data in distributed environments. Join us to discover how this approach not only expands JDE’s reach across your organization but also simplifies training, accelerates adoption, and positions your ERP as a scalable platform for future innovation. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Orchestrator, Security, User Experience
P-052607
Maximizing ROI with JD Edwards Modernization
Presented by:
Mohammad Shujaat, ERP Suites
Abstract:
Modernizing JD Edwards is one of the most effective ways executives can improve performance while lowering cost and risk. But modernization must go beyond upgrades — it requires leveraging orchestrations, RPA, enterprise automation, and AI to transform how the business operates. This session connects JD Edwards modernization to outcomes executives care about most: •greater operational efficiency through automation •reduced manual effort and support costs •improved data visibility for better decisions •stronger resilience and scalability Explore how leading organizations are transforming to streamline processes, increase productivity, and deliver measurable business value. Leave with proven, real-world approaches to position JD Edwards as a platform that helps the business run better, faster, and at lower cost. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates
P-052615
JDE Edwards and OTM – Automating Logistics Operations
Presented by:
Wilker Costa, Refinaria Nacional de Sal S.A.
Abstract:
This session will cover how we automate logistics operations by implementing a robust process that works in tandem with systems to meet business needs. All processes from truck hiring to delivery confirmation have been automated and managed by JDE and OTM systems, including freight payment, while complying with the new Brazilian Tax Reform. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
Tags
Automation, BLUEPRINT 4D, Digital Transformation, Manufacturing
P-052617
AI-Powered Transformation for Oracle On-Premises Applications
Presented by:
Antonia Andrews, Oracle America: Inc
Abstract:
Organizations leveraging JD Edwards, EBS, PeopleSoft and Siebel are continually seeking innovative solutions to unlock greater value from their trusted on-premises applications. Artificial Intelligence is now enabling new ways to automate processes, derive actionable insights, and improve decision-making—without the need for a full-scale cloud migration. In this session, Oracle Consulting will showcase how AI-powered strategies can modernize and extend your existing On-prem environments. Learn from real-world examples of process automation, enhanced user experiences, and predictive analytics—delivered while maintaining your on-premises footprint. Join us to discover practical approaches, best practices, and how Oracle can partner with you to drive sustainable transformation and maximize the impact of your core applications. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Analytics, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052650
Work Smarter, Not Harder: Automating JDE Security Management
Presented by:
Linda Nelson, ALLOut Security
Abstract:
Transform your JDE access efforts with simple tools and straight forward business processes. JDE security management is often defined by its complexity, lack of reporting, and time-consuming administration that makes us as managers or administrators wonder where the time has gone and what has been missed. We will identify how to make the most of your resources by automating processes within JDE. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Security
P-052652
J.B. Pointdexter’s Playbook for High-Performance AP Automation in JDE
Presented by:
Alanna Melones, J. B. Poindexter & Co: Inc.
Abstract:
How do you turn a stalled automation initiative into a scalable, high-performance enterprise solution? For J.B. Poindexter & Co., a global leader in transportation and manufacturing, the answer was identifying a solution flexible enough to navigate the complexities of eight distinct, decentralized business units. In this session, J.B. Poindexter and IntelliChief reveal the blueprint for automating complex accounts payable environments within JD Edwards. We’ll go beyond the 3-way match to discuss technical hurdles that can derail standard automation, including handling special charges like freight and volatile tariffs, and complex non-PO invoices. Attendees will learn how J.B. Poindexter: · Consolidated 8 different operational processes into a single, transparent workflow. · Rescued stalled automation aspirations by prioritizing platform flexibility over “out-of-the-box” rigidity. · Shifted their team’s focus from manual data entry to high-value analytical research and supply chain optimization. · Gained the audit tracking and visibility necessary to improve discount capture and process efficiency. This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, JDE Financials, Low Code/No Code, Orchestrator, Workflow Automation
P-052655
Facilitating Change as a Business Analyst
Presented by:
Susan Moore, International Institute of Business Analysis
Abstract:
Many business analysts are excellent at understanding systems—but far less comfortable guiding the human side of change. When the focus of the change conversation stays on the technology, it becomes anchored in what the system can do rather than creating a shared understanding of the problem that needs to be solved. This session is for business analysts and technical practitioners who bring strong technology and domain expertise to their work, but struggle to shift from defining solutions to facilitating effective change conversations. In this talk, we explore the mindset shift required to move from technical expert to effective change enabler. Using the IIBA Business Analysis Core Concept Model (BACCM) as a practical framework, we explore how business analysts can re orient their role toward guiding conversations, surfacing assumptions, navigating ambiguity, and keeping stakeholders focused on outcomes rather than outputs. Attendees will leave with a clearer understanding of how to leverage their expertise in service of change—by creating shared understanding, guiding learning, and helping organizations move forward when the path isn’t fully defined. Participants will learn how to: •Recognize the mindset shift required to move from solution expertise to change facilitation •Use BACCM as a conversational guide for framing change discussions •Ask questions that enable sensemaking instead of providing answers too early •Facilitate productive change conversations even when information is incomplete •Focus their work on outcomes, learning, and decisions rather than artifacts This session is eligible for the following CPE credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Analytics, BLUEPRINT 4D, Business Analysts, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052660
How to use automation to get the most out of your JD Edwards Investment
Presented by:
Scott Mendenhall, The MASYC Group, Inc.
Abstract:
This session will explore how organizations are unlocking low-cost automation opportunities while producing high impact within JD Edwards by leveraging native tools such as Orchestrator. Instead of investing in costly third-party platforms, companies are maximizing the value of their existing ERP to streamline operations, improve efficiency, and deliver measurable business outcomes. Embedding automation directly within the ERP increases system value and improves overall system adoption leading to a reduced total cost of ownership and significantly accelerating return on investment (ROI). Equally important to the technology are the organizational strategies that enable success. We will highlight key drivers such as strong alignment between business and IT, cross-functional collaboration, and disciplined governance. Through a real-world example, we will show how this alignment enables faster automation, scales impact across the organization and drives measurable ROI. Attendees will leave with a practical perspective on how to increase efficiency, improve agility, and fully realize the value of their JD Edwards investment. The following session is eligible for the following CPE credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Public Sector, Real Estate, Retail, Tribal Nations
P-052662
Identifying Teachable Moments that Create Confident End Users
Presented by:
Susan Moore, International Institute of Business Analysis
Abstract:
Business analysts are often valued for being helpful—finding answers, correcting misunderstandings, and delivering clear documentation. But over time, that helpfulness can unintentionally undermine something just as important: confidence. This talk explores how everyday interactions with stakeholders can either reinforce dependence or build confidence in end users—and shifting how we respond can make a meaningful difference. Rather than focusing on formal training, the session looks at how teaching moments naturally show up in the flow of work and how business analysis professionals can create teaching moments. By becoming more intentional about these teachable moments, business analysis professionals help their stakeholders and users participate more confidently in problem-solving and decision-making. The business analysis role moves from only providing answers to becoming a trusted partner—working alongside users to co create solutions that reflect their needs, and leading to better outcomes. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Analytics, BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052665
PeopleSoft & JDE SSO, Simplified: Live Demo, Best Practices, and Real-World Lessons
Presented by:
Raj Mareddi, SSOGEN
Abstract:
Modern SSO does not have to be complex or time-consuming for PeopleSoft and JD Edwards. In this session, we will show how organizations can enable secure, modern SSO in under 10 minutes while addressing the real-world challenges that come with legacy ERP environments. Attendees will learn about SSO integration challenges for PeopleSoft, JDE systems, including environments hosted on OCI, AWS, Azure, and GCP. The session will include a live demo of SSO implementation after upgrade, practical best practices, and an interactive Q&A focused on the most common issues organizations face when modernizing ERP access. This session is eligible for the following CPE credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Low Code/No Code, Security, Upgrades & Updates
P-052667
The JD Edwards AI Future: What Leaders Aren’t Hearing Anywhere Else
Presented by:
Ayo Fernando, City of Plano, Texas
Abstract:
AI is rapidly reshaping how you operate, make decisions, and support users. The window to act is now! This session moves beyond the hype to give a grounded view of what AI means for JDE organizations today and what’s already possible with Oracle’s technology stack. This panel blends human:digital perspectives, exploring the visionary and operational angles of AI. It features leadership from the City of Plano, the former CIO of Graniterock, experts from Broadpin, and Clara — a functioning AI JDE digital avatar. Gain insight into: • Executive perspectives on AI readiness, practical impact, and adoption within JDE • Real world data readiness and foundational considerations • How OCI AI services connect to JDE today • How AI assistants enhance processes, user support, and operational workflows • How JDE can be a launchpad for Fusion capabilities without replacing what works • How enterprise managed services and support are evolving with AI Whether you’re beginning to explore AI or planning your next move, this session offers a grounded, forward looking perspective on how JDE customers can act on AI’s potential today and build toward an intelligent, connected tomorrow. The following session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Digital Transformation, Leadership, Workflow Automation
P-052669
Transforming Data Chaos into Clarity: How MDM Builds a Single Source of Truth
Presented by:
Ravi Choudhary, RST Solutions
Abstract:
Despite significant investments in analytics, automation, and AI, many organizations still face inconsistent reporting, duplicate records, and low trust in their data. The core issue is the absence of a unified, governed data foundation. Without a true single source of truth, even the most advanced technologies cannot deliver their intended value. Fragmented master data across systems—JD Edwards, Oracle EBS, SAP, PeopleSoft, Glovia, Syteline, Salesforce, and modern Cloud ERPs—continues to create silos that limit visibility, efficiency, and confident decision making. This session highlights how Master Data Management (MDM) helps organizations address these challenges by creating a centralized, trusted data foundation across ERP, AP automation, and HR systems. Participants will learn the essential elements of a modern MDM strategy, the risks associated with weak data governance, and practical steps to align business and IT around governed master data. Through real world examples, attendees will gain actionable guidance to start or accelerate their MDM journey—without major disruption—while building a strong platform for scalable automation and digital transformation. This session is eligible for the following CPE credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Analytics, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Orchestrator, Personalization, Public Sector, Real Estate, Retail, Tribal Nations
P-052670
AI-Driven Automation for JD Edwards in Finance & HR Operations
Presented by:
Rajan Kaistha, RST Solutions
Abstract:
Enterprises running JD Edwards are under increasing pressure to modernize without disrupting core operations. This presentation reveals how AI and intelligent automation can instantly elevate performance across Finance, Order Management, and HR—without replacing existing systems. We explore how AI transforms Accounts Payable through touchless invoice processing, accelerates order to cash by converting purchase orders to sales orders with zero manual effort, and reimagines HR workflows with AI powered talent identification, automated digital forms, and personalized onboarding journeys. Together, these capabilities streamline operations, reinforce data accuracy, reduce cycle times, and unlock new levels of efficiency. The result is a smarter, more resilient organization equipped to make faster, more strategic decisions across the entire enterprise workforce and operational landscape. This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Digital Transformation & Modernization
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Low Code/No Code, Personalization, Workflow Automation
P-052676
Oracle JD Edwards: The End of 32-Bit as JDE Knows It
Presented by:
Clayton Seeley, Oracle America: Inc
Abstract:
You heard Paul Houtkooper in the JDE keynote session, Oracle JD Edwards EnterpriseOne is entering a new phase with the planned transition of 32-bit architecture to sustaining support. In this session, Oracle leadership will outline what this shift means for customers, including timelines, strategic direction, and support implications. We will also share insights from the thousands of customers who have already migrated to 64-bit, highlighting some interesting challenges, lessons learned, and best practices. Join us to better understand how to plan your transition, avoid common pitfalls, and align your JD Edwards environment with Oracle’s long-term roadmap.
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052678
Your JD Edwards just learned to think – Experience the power of JDE with AI & MCP
Presented by:
Shannon Moir, Fusion5
Abstract:
You didn’t invest in JD Edwards to replace it. You invested in it to maximise it. Now, AI makes that possible. What if your ERP could answer questions, execute transactions, audit itself and train your workforce—instantly? JD Edwards has always been the backbone of your business—rich in data, deeply integrated, and highly secure. But accessing that power has traditionally required time, expertise, and effort. This session introduces a production-ready AI workforce for JD Edwards built on MCP servers that transforms how users interact with your system. Using natural language, your teams can query data, trigger transactions, generate reports, and automate complex workflows—without navigating menus or relying on specialists. This isn’t a concept. It’s a live, working AI layer embedded into your JDE environment, fully aligned with your security model and running within your own infrastructure. In this session, you’ll experience: * Real-time decision-making powered by live JDE data * AI agents executing business processes end-to-end * Faster onboarding with dramatically reduced dependency on JDE experts * A system that continuously learns and adapts to your business This session is eligible for the following CPE credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Simplify & Automate
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Digital Transformation, Integrations, Orchestrator, Security, Workflow Automation
P-052686
Custom JDE Front-Ends in 2026: How AI Changes the Build-vs-Buy Decision
Presented by:
Kevin Miller, LiveCode Ltd
Abstract:
Native JDE modernization tools — Pages, UDOs, Widgets, Form Extensions, UX One — have come a long way in the last decade, and for many use cases they are enough. But most JDE organizations eventually hit a ceiling: workflows that don’t fit the page paradigm, mobile use cases the native toolset wasn’t built for, or user-experience expectations employees now import from their consumer apps. At that point, teams face a choice — live with the limits, ship spreadsheet workarounds around them, or build something custom. This session is a practical look at that third option in 2026. The more interesting question this year isn’t whether you build beyond native tools — it’s what building looks like now that AI has changed the economics. A custom front-end project that would have taken six months and a specialist team in 2023 looks very different in 2026. In this session we’ll show what AI-assisted front-end development actually looks like in practice, what modern custom UX for JDE can feel like, and how this reshapes the build-vs-buy calculation for JDE organizations. IT Directors, ERP Managers, and Business Analysts responsible for JDE UX decisions will come away with a clearer sense of what’s now achievable, what it costs, and how fast — without rip-and-replace, replatforming, or SaaS migration. This session is eligible for the following CPE credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Strategy, Digital Transformation, Low Code/No Code, Mobile, Orchestrator, User Experience, Workflow Automation
PeopleSoft
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P-051865
Crossroads of T&E: The State of Indiana’s Journey to Fluid Efficiency
Presented by:
Greg Piersall, State of Indiana: Office of Information Technology
Abstract:
At last year’s RECONNECT Live! at BLUEPRINT 4D Conference in Las Vegas, the State of Indiana received multiple inquiries about its experience with the Travel & Expense (T&E) module. Many users are either transitioning to Fluid for T&E or recently completed the move and are facing similar challenges. The State of Indiana will present an overview of its T&E setup and configuration, including agency and employee participation, reporting volumes, workflow design, expense type and location setup, and year-end processing. The presentation will also highlight key challenges encountered, solutions implemented, and process improvements delivered since moving to Fluid in January 2023. This session aims to provide valuable insights for those considering the transition and encourage collaboration among other organizations using the module. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, Workflow Automation
P-051877
Using Absence Management to Tackle State Requirements with Special Absence Plans
Presented by:
Robert Usher, Samaritan’s Purse
Abstract:
Many state governments are now requiring all employees to have a basic level of benefits. At Samaritan’s Purse we are using PeopleSoft’s Absence Management to address these requirements. Our regular full-time employees have standard benefit plans, but these plans did not account for our temporary and seasonal employees. We needed to address this gap so that HR could transition from manually tracking to automated tracking. Our resolution to automating our temporary employees was to create a new Special Absence plan within our PeopleSoft Absence Management module. This presentation will review challenges with both: 1) the requirements we faced, and 2) their configuration within the Absence Management module. See how we: •Addressed the complexities of states having different regulations •Handled a workforce that moves regularly in and out of those different states •Made our system available to those who needed to use it Adding a Special State plan to our Absence Management module allowed us to build on existing functionality and keep our absence plans centered within one area. We used modified Accumulators for lifetime tracking as well as Termination tracking. We setup Arrays to track approved working hours, retro payroll adjustments, and rehire options. We used Brackets to identify Earning Codes and Time Reporting Codes. We were able to accomplish our goals through configuration. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
Automation, BLUEPRINT 4D, Human Resources, Payroll
P-051904
PeopleSoft as a Platform – Modern Strategies for the Cloud Era
Presented by:
Aaron Engelsrud, Capella University
Abstract:
PeopleSoft isn’t a relic of the past—it’s a modern, adaptable platform ready for the next generation of ERP strategy. In this session, we’ll explore how organizations can transform PeopleSoft from a traditional application into the core of a hybrid, cloud-connected ecosystem. The focus is on modernization through integration, automation, and intelligent architecture rather than replacement. We’ll discuss practical strategies for migrating PeopleSoft to the cloud, selecting the right hosting model, and designing a roadmap that prioritizes agility, scalability, and business value. Attendees will see how cloud-native tools, APIs, and automation frameworks can extend PeopleSoft’s capabilities and deliver continuous innovation without disrupting existing operations. This session is for IT leaders and administrators looking to redefine how PeopleSoft fits into their enterprise strategy. You’ll leave with actionable guidance on how to position PeopleSoft as a strategic platform, connect it seamlessly with modern technologies, and unlock new levels of performance and insight in the cloud era. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
APIs, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Digital Transformation, Higher Education, Hosting Strategy, OCI Architecture
P-051905
The Future PeopleSoft Admin – Automating with DevSecOps and Cloud Skills
Presented by:
Aaron Engelsrud, Capella University
Abstract:
The PeopleSoft administrator of the future looks very different from the one of the past. As organizations modernize their ERP platforms and move to cloud infrastructure, the skills, tools, and mindset required to manage PeopleSoft are rapidly evolving. In this session, we’ll explore what it means to be a modern PeopleSoft administrator—one who combines deep application knowledge with automation, security, and cloud engineering principles. We’ll demonstrate how DevSecOps practices—like version control, continuous integration, infrastructure-as-code, and automated configuration management—are transforming traditional administration into code-driven, auditable, and secure operations. Using practical examples with GitLab CI/CD, Terraform, and Chef, we’ll show how teams can automate provisioning, apply consistent configurations, and deploy PeopleSoft environments with speed and confidence. Beyond the tools, this session focuses on the skills and culture needed to thrive in the cloud era. Attendees will learn how to build or reskill teams for modern PeopleSoft operations—bridging the gap between ERP expertise and platform engineering. Whether you’re leading a team or shaping your own career path, you’ll leave with a clear roadmap for evolving PeopleSoft administration into a forward-looking, automation-first discipline.
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Strategy, Digital Transformation, Higher Education, OCI Architecture, Security
P-051914
When AI Meets PeopleSoft – Integrate PeopleSoft with AI
Presented by:
Arul TT, North Dakota University System
Abstract:
This presentation will provide an in-depth look at integrating PeopleSoft data with AI models, highlighting various architectural approaches available in the market to enable this integration. I will highlight several PeopleSoft use cases where AI can provide meaningful efficiency. This session aims to inspire customers to think creatively and begin embracing AI technologies. This session will benefit technical staff by deepening their understanding of AI integration, empower business analysts to explore innovative applications of AI for end users, and help management consider incorporating PeopleSoft-AI strategies into their roadmap. Attendees will learn the following 1) Basics of AI. 2) How to integrate AI to PeopleSoft. 3) Various AI architectures like ( API integration, RAG, AI as Service and PeopleSoft products ). 4) AI use cases in PeopleSoft 5) Architecture diagrams and Live demos.\nThis session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
APIs, Artificial Intelligience, BLUEPRINT 4D, Higher Education, Integrations
P-051938
Unlocking Agility: Low-Code/No-Code Development in PeopleSoft
Presented by:
Ryan Martiny, Elire: Inc.
Abstract:
As organizations strive to adapt quickly to changing business needs, low-code/no-code development in PeopleSoft is a game-changer. This session will delve into how users can leverage PeopleSoft’s intuitive tools and frameworks to build, customize, and deploy applications without requiring extensive programming expertise. From Page Composer and Event Mapping to Fluid UI personalization and Activity Guides, attendees will learn how to empower business users and reduce reliance on IT teams for development tasks. Through practical demonstrations and real-world examples, this session will highlight the opportunities for increasing agility, reducing development time, and enhancing user satisfaction within the PeopleSoft ecosystem. Key Takeaways: – Understanding Low-Code/No-Code in PeopleSoft: Discover the tools and frameworks that enable development without extensive coding knowledge – Exploring Key Tools: Learn how to use tools like Page Composer, Drop Zones, and Event Mapping for efficient customization – Accelerating Development: Understand how low-code/no-code approaches can reduce development time and empower business users – Improving User Experience: See how personalization features like Fluid UI and Activity Guides can improve end-user satisfaction – Staying Upgrade-Safe: Gain tips for maintaining system integrity and compatibility while using low-code/no-code solutions This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation, Personalization, PSFT Fluid User Interface, Upgrades & Updates, User Experience
P-052012
Creating Dynamic Award Letters: From Data to Design
Presented by:
Alina Longoria, University of Houston
Abstract:
This session will discuss utilizing both BI Publisher and query to create an award letter that displays a student’s financial aid award(s) per term including their COA and SAI. The letter is aesthetically pleasing and is presented in a way that is clear for the student to understand. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Higher Education
P-052042
Reducing Costs and Complexity through Smarter PeopleSoft Customizations
Presented by:
Samta Sharma, WorkStream Technology
Abstract:
PeopleSoft’s strength lies in its ability to be tailored to an organization’s requirements, but extensive customizations often increase upgrade complexity, leading to higher costs and longer timelines. Tools such as Page Field Configurator, Event Mapping, Application Engine Plug-ins, Page Composer, and Drop Zones minimize or eliminate the need for traditional customizations, streamlining maintenance and upgrades. By utilizing these tools, organizations can meet their unique needs with little to no custom coding, making future upgrades simpler and reducing long-term maintenance costs. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, Upgrades & Updates
P-052103
NBCC Case Study-The Oracle Autonomous DB23ai Advantage A PeopleSoft TCO Transformation
Presented by:
Peter Koutroubis, SMACT Works
Nilotpal Mrinal, SMACT Works
Abstract:
This session explores how organizations can unlock the advantages of Oracle Autonomous Database 26ai by migrating PeopleSoft from legacy Oracle 12c Enterprise Edition on OCI. It highlights the end-to-end modernization journey, demonstrating how automation, elasticity, and self-management reduce Total Cost of Ownership (TCO) while improving agility, security, and performance. The presentation shows how Autonomous Database 26ai transforms PeopleSoft by eliminating manual DBA tasks, enabling elastic auto-scaling of compute and storage, and embedding self-driving, self-securing, and self-repairing capabilities to reduce downtime. Attendees will gain insight into business outcomes such as streamlined operations, stronger compliance, reliable performance, and freeing IT teams to focus on innovation rather than routine maintenance. Key learning objectives include: • Understanding the migration path to Autonomous Database 26ai, including Zero Downtime Migration strategies. • Learning the operational and financial benefits of moving to an autonomous platform. • Identifying solutions for PeopleSoft compatibility, integrations, and customizations. • Shifting IT focus from reactive support to proactive innovation. The session will address key questions: What cost savings are achievable? How does self-driving automation reshape PeopleSoft operations? What planning and resources ensure success? The primary message is the business case for moving PeopleSoft to Autonomous Database 26ai and the strategic value of modernizing on OCI. Real-world lessons will cover character set compatibility, SQL optimization for autonomous tuning, integration updates for wallet-based connectivity, and proven governance and change management approaches to ensure a smooth transition. Designed for CIOs, DBAs, IT leaders, administrators, developers, and business stakeholders planning their PeopleSoft-to-OCI journey or optimizing their existing OCI footprint.
Program:
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: PeopleTools
Tags
Automation, Autonomous Database, BLUEPRINT 4D, Development & DevOps, Integrations, Oracle Database & Data Platforms, Security, Upgrades & Updates
P-052104
Unlocking the OCI Advantage; Modernizing PeopleSoft Campus Solutions with Oracle Cloud Manager Case Study of New Brunswick Community College
Presented by:
Ranjith Yengoti, SMACT Works
Peter Koutroubis, SMACT Works
Abstract:
This session highlights New Brunswick Community College (NBCC) and its PeopleSoft Campus Solutions modernization on Oracle Cloud Infrastructure (OCI) through implementation of Oracle PeopleSoft Cloud Manager. Attendees will gain a practical, end-to-end view of the implementation and the measurable benefits achieved. The presentation explores how NBCC used Cloud Manager—particularly Policy Manager—to automate Dev, Test, Training, and Production environments. By scheduling automated start/stop events, NBCC reduced costs and improved efficiency. Capabilities such as self-service provisioning, automated backup and restore, Lift & Shift, and lifecycle management further streamlined operations and maximized uptime. A concise overview of key features will include environment provisioning, governance, install and configure, orchestration, updates and upgrades, PeopleTools patching, selective adoption, and backup and recovery. Learning objectives include: Understanding the implementation process. Identifying required resources and timelines. Quantifying operational and financial benefits. Leveraging Policy Manager to lower total cost of ownership through automation. The session addresses common questions: Which features drive the most value? How does Cloud Manager reduce costs? What resources are required? The primary message is the business case for lifting and shifting PeopleSoft (CS, HCM, or FSCM) to OCI and fully adopting Cloud Manager. Through a real-world case study, this session is especially relevant for organizations that have moved to OCI but have not yet implemented Cloud Manager to unlock its full value. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
AI Agents, Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Higher Education, Hosting Strategy, OCI Architecture, Orchestrator, Public Sector, Self Service, Upgrades & Updates
P-052109
Navigating Application Training Methodologies in Changing Workplace Environments
Presented by:
Abigail Raia, WorkStream Technology
Abstract:
The Covid-19 pandemic created challenges for virtually everyone in corporate America. Keeping the State of Indiana’s PeopleSoft Financials users trained was no exception. In February 2020 (only days prior to the coronavirus becoming a part of our collective vocabulary), I kicked off a Statewide project to update our training documentation, which garnered not only the *attention* of our elected officials, but also their buy-in and support. Of note, this occurred after determining that many training materials hadn’t been updated since the 2009 implementation of PeopleSoft with the State of Indiana, and now, time was of the essence. Fast forward to the project kick-off session, where I hosted approximately 75 stakeholders only days prior to the majority of employees ‘going remote’. We knew the importance of not only updating the Instructor-Led Training (ILT) materials to account for PUM / version changes but also acknowledging the criticality of migrating the content to a Computer-Based Training (CBT) format. The pandemic gave us further justification to push this project to the front burner in our stakeholders’ respective workloads and get this information to our approximately 8,000 impacted PeopleSoft Financials users. In this session, we will discuss how we accomplished this with stakeholders that were almost 100% remote, we’ll also focus on the importance of migrating from ILT to CBT format and why, even post-pandemic, this remains the best methodology for training our PeopleSoft Financials end users. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D
P-052117
Finding the Best of Both Worlds: The State of Indiana’s Hybrid Approach to PeopleSoft in the Cloud
Presented by:
Joel Gibbons, State of Indiana: Office of Information Technology
Abstract:
The State of Indiana has been evolving ouand PeopleSoft Cloud Manager.\nThis session isr long-term ERP and HCM cloud strategy over the past several years. After a year-long hold on the project due to an election and budgetary constraints, the state started an accelerated lift-and-shift to move all PeopleSoft FSCM and HCM environments to Oracle Cloud Infrastructure (OCI) in November of 2025. With a May 2026 go-live, this session will outline the process, key architecture decisions, and paint a picture of the future for PeopleSoft within the State of Indiana utilizing many of the modernization features available in OCI eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Digital Transformation, Hosting Strategy, OCI Architecture, Public Sector
P-052150
PeopleSoft Patching: Real Talk from the Trenches
Presented by:
Ashley Hanson, North Dakota University System
Abstract:
PeopleSoft patching is a constant —but the approach, challenges, and level of success can vary widely across teams. This interactive session will move beyond a traditional presentation format to focus on open discussion and shared experiences. Attendees will be invited to participate in guided conversation around key topics such as patching strategies, communication between functional and technical teams, testing practices, and managing competing priorities. Whether your institution is highly structured in its patching process or still evolving, this session offers an opportunity to exchange ideas, ask questions, and learn practical approaches from peers navigating similar challenges. Attendees will leave with new perspectives, actionable ideas, and a broader understanding of how others are approaching PeopleSoft patching across the community. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Higher Education
P-052194
Fluid Performance Management: Tips, Tricks & Best Practices
Presented by:
Logesh Balasubramaniam, SpearMC
Abstract:
Discover how PeopleSoft’s Fluid Performance Management transforms reviews into a simple, modern, and mobile experience. From goal setting to checkpoints and evaluations, managers and employees can collaborate in real time, track progress, and share feedback from any device. With intuitive analytics, flexible workflows, and continuous visibility, this solution ensures alignment on goals and eliminates surprises at review time—helping organizations build a culture of transparency and growth. Top three key takeaways attendees will get from the session 1. Hands-on insight into Fluid Performance Management – Learn how to navigate the Team Performance homepage, track goals, and manage performance documents efficiently. 2. Best practices for continuous feedback – Discover how checkpoints, goal tracking, and mobile access keep employees and managers aligned year-round. 3. Practical tips for driving engagement – See how modern, mobile-enabled tools foster transparency, accountability, and a stronger performance culture. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
Analytics, BLUEPRINT 4D, Human Resources, PSFT Fluid User Interface, Workflow Automation
P-052195
Optimize Student and Employee Journeys with the power of Activity Guides
Presented by:
Logesh Balasubramaniam, SpearMC
Abstract:
PeopleSoft offers a range of features to actively engage end-users like students and employees with guided business processes. Configurable utilities like Activity Guide Composer, Questionnaire Framework and Acknowledgement Framework help simplify complex business processes into intuitive and engaging user experience. Activity Guide Composer is overarching framework that offers features like video integration, policy and document acknowledgements, questionnaire surveys and other means to streamline disparate business processes. These tools can significantly improve end-user experience while performing complex processes like Student Registration, Employee Onboarding etc. Join this session to understand how you can create and deploy simple guided processes to employees and students using a combination of utilities like Activity Guides, Questionnaires and Acknowledgement Frameworks. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Higher Education, User Experience
P-052232
PeopleSoft Match Exception Collaboration Center – Lessons Learned from a Customer Panel
Presented by:
Randall Johnson, SpearMC
Abstract:
Join us for a lively and informative discussion featuring customers who have successfully implemented the PeopleSoft Match Exception Collaboration Center with the help of SpearMC/Mythics. If your organization struggles with persistent match exceptions in the Procure-to-Pay cycle — driving up costs, delaying payments, and frustrating staff — this session is for you. Our panelists from Temple University Health System and the Port of Virginia will share their experiences deploying this new functionality, delivered by Oracle in PUM Image 40, and how it has transformed their AP operations. You’ll hear real-world insights into configuration decisions, workflow design, and change-management strategies that led to measurable improvements in efficiency, visibility, and accountability. Attendees will walk away with practical lessons learned, key success factors, and a roadmap for how to evaluate and implement the Match Exception Collaboration Center within their own PeopleSoft Financials and Supply Chain environments — turning a long-standing pain point into an opportunity for automation and collaboration. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
Automation, BLUEPRINT 4D, Workflow Automation
P-052241
Need some REST? Try ASF!
Presented by:
Curtis Hanson, King County: Washington
Abstract:
King County sought to modernize its legacy “one size fits all” web services by transitioning from SOAP/XML-based component interfaces to RESTful services with the Application Services Framework (ASF). This allowed us to streamline and automate deployments to our API management provider. As part of this transition, we adopted the OpenAPI specification to standardize our API definitions. In this session, we’ll explore our use of ASF, the differences between document-centric and schema-driven parameters, and the implications of Design First versus Code First methodologies. Some of the shortcomings of ASF will also be discussed.\nThis session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
APIs, Automation, BLUEPRINT 4D, Digital Transformation
P-052243
Cash Management, Treasury, PeopleSoft… and AI
Presented by:
Valentin Todorow, Elire: Inc.
Jason McCabe, Elire: Inc.
Abstract:
AI is accelerating and simplifying cash management and treasury tasks across all industries. With this advancement, PeopleSoft can now leverage a range of tools and process efficiencies that complement its existing capabilities. In this session, you’ll learn how to adopt AI tools to enhance cash management, investments, debt, and risk management—all within the PeopleSoft ERP platform. Key questions answered: 1. What are some of the current AI use cases for Treasury and PeopleSoft? 2. How can I adapt current AI tools to my current PeopleSoft footprint? 3. How can I prepare for the advances and efficiencies AI will continue to deliver, and how can these be adapted to my current PeopleSoft processes? This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
Artificial Intelligience, BLUEPRINT 4D
P-052288
Insights Magic in Admissions
Presented by:
Sathya Purusothaman, University of Pretoria
Thiemuli Nevhutalu, University of Pretoria
Abstract:
There are lot of insights dashboard delivered in HCM and Finance but not much in Campus solutions. At University Pretoria, We created an Admissions mainly to give our users a realtime view of admissions stats, admissions targets vs achieved, Applicant response, registration targets vs achieved and relatime registration monitoring tool. In this session you will learn the following, Functional design of Insights dashboard- journey from user story to dashboard, How we decided on Opensearch Index structure, Challenges faced during Insights visualisation build, How I used ChatGPT to learn to build a visualization which helped me to build a visualisation in under 30 minutes. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Higher Education, PSFT Search Framework
P-052303
Executive Customer Panel – Oracle Guided Learning
Presented by:
Cameron McClurg, SpearMC
Pamela Ingram, Hennepin County
Tracy Okamura, University of California: Berkeley
Abstract:
Keeping PeopleSoft users aligned on the right processes is a challenge as features evolve and policies change. Oracle Guided Learning (OGL) addresses this by embedding step-by-step guidance directly into PeopleSoft, giving users the exact prompts and instructions they need in real time. No outdated manuals, extra training sessions, or support tickets required. In this executive panel, leaders from multiple organizations will share how they are using OGL to improve process consistency, simplify complex or infrequent tasks, accelerate onboarding, and strengthen change management. Panelists will highlight practical lessons learned, governance approaches, and measurable outcomes, offering a clear view into how OGL is helping their teams stay aligned, confident, and productive. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation, Oracle Guided Learning
P-052330
HCM WorkCenters and Manage Human Resources
Presented by:
Lokesh Mehra, Cape Cod Healthcare
Abstract:
We will talk about the Benefits and Payroll Work Centers delivered by PeopleSoft. This will include the DEMO of the workcenters and also show how quickly the setup can be done. Will also talk about the benefits of using WorkCenters and how it is helping HR and Benefits teams. I will also talk about Manage Human resources Fluid enhancement that PeopleSoft implemented and how we are using this at Cape Cod with moving to Fluid Job data. Will show case who this is an easy upgrade from classic to FLUID. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, Payroll, PSFT Fluid User Interface, Upgrades & Updates
P-052350
AI for AP: How Sarasota Memorial Health Care Automated Processing for Non-PO Invoices
Presented by:
Jeff Dudas, Sarasota Memorial Health Care System
Abstract:
Sarasota Memorial Healthcare System (SMH) has spent several years advancing its use of automation, artificial intelligence, and now generative AI to enable “touchless” processing and payment of non‑PO invoices in PeopleSoft FSCM. In this session, we’ll highlight what has worked well, where we encountered challenges, and how our strategy has evolved as new technologies and approaches became available. We’ll provide an overview of SMH’s current non‑PO invoice automation framework, including several innovative methods for extracting invoice data, matching suppliers, defaulting accounting information, and integrating with third‑party AI solutions. We’ll also walk through earlier versions of our automations and show how today’s solution grew from those early, more modest beginnings. If you want it to sound more formal, more concise, or more promotional, I can tune it further. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Generative AI
P-052352
We Have Grants! How and Why SMH Implemented Grants After 20+ years on PeopleSoft
Presented by:
Jeff Dudas, Sarasota Memorial Health Care System
Jessica Mann, Mythics LLC
Susan Stermer, Sarasota Memorial Health Care System
Abstract:
After 20+ years on PeopleSoft, Sarasota Memorial Healthcare System decided to implement Grants to support our growing research initiatives, and to get off a homegrown grant tracking system that was not scalable. SMH went live in October 2025 on 8.62 PUM 54 Grants, Contracts, AR/Billing, Project and Insights to support our new grants management process. We’ll discuss our project, our plan, conversions, hits and misses, and lessons learned on our journey to implement Grants. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, PSFT Search Framework
P-052353
PHIRE Users Discussion: Best Practices and Idea
Presented by:
Frank Dolezal, University of Nebraska Lincoln
Abstract:
The presentation “PHIRE Users Discussion: Best Practices and Ideas” is an excellent fit for the PeopleSoft Blueprint 4D conference because it directly addresses the needs of organizations that rely on PHIRE for change management, version control, and workflow automation within their PeopleSoft environments. The session will cover essential topics such as effective mod tracking, automated code promotion, Custom PS-Query Migration, and choosing change windows. By focusing on both practical applications and forward-looking ideas, the discussion will provide attendees with actionable insights that can be immediately applied to improve efficiency and reduce risk in their PeopleSoft operations. This presentation will benefit PeopleSoft administrators, developers, functional analysts. We hope for an open discussion to learn how organizations are innovating with the tool and encourage collaboration with each other.
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
Automation, BLUEPRINT 4D, Development & DevOps, Financial Services, Higher Education, Workflow Automation
P-052359
PeopleSoft Optimization Using Tools and Technology
Presented by:
Lori Shapiro, AARP
Ryan Martiny, Elire: Inc.
Abstract:
A large organization partnered with Elire to optimize their PeopleSoft FSCM system, aiming to reduce unnecessary customizations and unlock underutilized functionality. Using Elire’s proprietary Customization Identifier and Object Tracker tools, the project team assessed over 650 customizations across key financial modules. The outcome: 34% of customizations removed or replaced, 82 new enhancements identified, and a clear roadmap for future improvements. Technologies like Drop Zones, Event Mapping, and Page & Field Configurator played a central role in modernizing the system while maintaining alignment with delivered functionality. This session will share how the organization streamlined their PeopleSoft environment, enhanced user experience, and reduced long-term maintenance. Attendee Takeaways: •How to assess and reduce PeopleSoft customizations using the latest tools and features •Real-world strategies for leveraging Drop Zones, Event Mapping, and other delivered functionality •How to structure a phased optimization initiative for long-term ERP success •Tips for aligning business users and IT stakeholders during system modernization •Key metrics and reporting methods to evaluate project ROI and track progress This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, User Experience
P-052392
Keep PeopleSoft Fresh and Modern by deploying configuration and end user experience improvements
Presented by:
Larry Zagata, MIPRO Consulting
Abstract:
This presentation will cover new features and configuration tools with a live demo of: – New dashboards/homepages with configuration – Page and Field Configurator – Related Content/Related actions – Drilling URL’s – Insights Users, both functional and technical will be introduced to how to actually apply these configuration tools. For those who are looking to keep PeopleSoft fresh and modern, these tools are a must. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation
P-052408
Troubleshooting and Performance Tuning for your PeopleSoft applications
Presented by:
Mike Doyle, New Resources Consulting: Inc.
Abstract:
This presentation will cover identifying system performance issues within the PeopleSoft applications, as well as provide suggestions for tuning. One-third of the class will focus on tuning the application stack (e.g. Web and App server), where the remaining two-thirds of the class will cover identifying slow running SQL, and how this can be tuned to run more efficiently by re-coding, adding indexes, or even making database level changes. The class will attempt to be database/system agnostic, but most examples will be done on Oracle and Microsoft SQL Server. Target audience is system admins, developers, and DBAs of PeopleSoft systems. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, Development & DevOps, Oracle Database & Data Platforms
P-052410
The Energizer Bunny of ERP: PeopleSoft’s Continuous Value
Presented by:
Sangeetha Cheeraparambil, State of Oklahoma
Halie Smith, MIPRO Consulting
Rob Mowid, MIPRO Consulting
Claudia Bounds, State of Oklahoma
Abstract:
Modernizing PeopleSoft is an opportunity for leaders to strengthen operational resilience, improve agility, and deliver better employee and customer experiences. This track helps executives connect modernization efforts, such staying current with PUMs, adopting new features, optimizing processes, and integrating cloud capabilities, to meaningful business outcomes such as reduced risk, faster service delivery, and greater workforce efficiency. Leaders will gain practical strategies for communicating value, prioritizing investments, and demonstrating the long-term impact of a modern, forward-looking PeopleSoft environment. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052412
Configuring AI Plugins with OpenSearch Abstract
Presented by:
Kevin Feeley, University of California: Berkeley
Abstract:
In PeopleTools 8.62 it is possible to add and configure additional OpenSearch Plugins to OpenSearch delivered for PeopleSoft. Symantec Search can be configured using Neural Search and machine learning models. Semantic search employs Neural Search in order to determine the intention of the user’s query in the search context, thereby improving search relevance. Neural Search can use OpenSearch-provided pretrained models, your own custom models, or a foundation model hosted on an external platform. Conversational Search can be configured to use external AI LLM’s. Conversational Search uses large language models (LLMs) to read the top N documents and synthesizes those documents into a plaintext “answer” to your question. Additional Plug-Ins that can be configured are Anomaly Detection and Alerting. Anomaly detection automatically detects anomalies in your OpenSearch data in near real-time and the Alerting Plugin can notify you as soon as an anomaly is detected. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Digital Transformation, Higher Education, PSFT Search Framework
P-052425
Rolling out Dashboards to reimagine the way users get around PeopleSoft
Presented by:
Bennett Walker, MIPRO Consulting
Abstract:
With tools 8.62, and the latest HCM and FSCM images, Oracle completely changed the homepage and dashboard structure. No longer is it siloed by process, but more by role. In this session we walk through how these new Dashboards can be set up for a completely redesigned and improved way for the user to get around PeopleSoft, as well as how one of our clients has set up Dashboards already as an early adopter to provide the best experience possible for the end users. We will demo setting up a dashboard and how to quickly personalize and get the most value from this configuration. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D
P-052429
How to Apply PeopleSoft PUM Images and CPUs with Minimal Downtime, More Confidence, and Greater Peace of Mind
Presented by:
John Marcus, Gideon Taylor
Abstract:
Staying current with PeopleSoft PUM images and Critical Patch Updates (CPUs) is essential, but limited resources, too many environments, and too little time make it hard. Without a clear plan, updates can cause downtime, missed features, and risk. This session shares tactics to streamline your updates: manage change packages, structure testing, and safely minimize downtime. Drawing on years of experience across hundreds of environments—including complex efforts with a dozen+ PUMs—we’ll share a refined playbook that delivers updates as fast as 30 minutes, averaging about 4 hours. You’ll leave with an adaptable framework to reduce risk, shorten windows, and keep teams current without burnout—plus practical tools you can apply immediately, whether you’re handling quarterly updates or simply want a better process. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, Upgrades & Updates
P-052449
Supercharge PeopleSoft Time & Attendance to Boost Accuracy, Efficiency, and Compliance
Presented by:
Mike Bateman, TCP Software
Abstract:
Discover how leading organizations (customer names forthcoming) are transforming PeopleSoft HCM and Time & Labor with purpose-built, integrated extensions that streamline and automate time, attendance, and scheduling workflows. Learn how these enhancements drive payroll accuracy, optimize staffing, strengthen compliance, and improve the employee experience. This session will spotlight real-world use cases and customer success stories demonstrating the impact of Oracle-certified time clocks that extend and elevate PeopleSoft Time & Labor capabilities. We’ll also explore specialized solutions designed to address the complex needs of K–12 substitute management and public safety scheduling. Best of all, these solutions work seamlessly whether you’re on-premises or in the cloud, and they’re built to move with you on your path to Oracle Fusion. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
Automation, BLUEPRINT 4D, Cloud Strategy, Healthcare, Higher Education, Human Resources, Integrations, Payroll, Manufacturing, Public Sector, Retail, Workflow Automation
P-052453
Data-Driven Decisions, & Real-time Data Replication for Texas State Agencies
Presented by:
Ivan Mazoch, Texas Comptroller of Public Accounts
Abstract:
Learn how the Texas Comptroller of Public Accounts is leveraging innovative technologies and modern practices to improve decision-making, operational efficiency, and public service delivery. Digital transformation underpins the agency’s approach to addressing some of the most pressing challenges in government, including regulatory compliance, financial transparency, and workforce efficiency. By adopting advanced technologies, multi-cloud strategies, and data-driven solutions, the Comptroller’s office is enhancing operational resilience, strengthening public trust, improving financial and policy decision-making, and driving organizational effectiveness. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation
P-052463
Query Manager Tips and Tricks for HCM Users
Presented by:
Rahul Nori, State of Minnesota
Abstract:
If you’re a PeopleSoft HCM technical or functional user that is looking to learn some tips and tricks of Query Manager: this session is for you. If you are confident in your ability to write queries to retrieve transactional information about employee/admin data; and are looking for ways to be more sophisticated in your data retrieval: then this is the session is also for you! We will begin with some basic tips and tricks for query writing: and then move to some more complicated topics: like creating smart prompts: or using expressions wisely. Finally: we discuss some advanced topics such as using query manager administration and performance management. We will review query capabilities in latest PUM and PeopleTools version of Oracle/PeopleSoft HCM. Topics Covered will include: 1. Query Manager Tips – Demo 2. Understanding Joins 3. Manipulating Data with Expressions 4. Aggregating Data 5. Sub Queries 7. Drilling URLs 8. Tips and Tricks 9. Query Admin and Performance enhancement Learning Objective #1 Learn Tips and Tricks for Query Manager, with specific from PeopleSoft HCM Application Learning Objective #2 Understand opportunities to build queries and enhance skills to understanding data presentation with queries. Learning Objective #3 Review query capabilities in latest PUM and PeopleTools version of Oracle/PeopleSoft HCM This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources
P-052481
Avoiding Hidden Licensing Pitfalls in Oracle Environments: What Every Applications Team Should Know
Presented by:
Michael Corey, LicenseFortress
Abstract:
Licensing challenges in Oracle environments rarely come from the Applications themselves—they come from the unexpected intersections between technical architecture, contract terms, and the way environments evolve over time. As workloads shift between on-premises, OCI, and virtualized infrastructure, even small configuration decisions can create licensing exposure that isn’t obvious until it becomes expensive. In this session, we draw from real-world examples to highlight the hidden pitfalls that Oracle customers encounter most often—misunderstandings about usage rights, inherited deployments, virtualized clusters, custom integrations, and renewal timelines that don’t match operational reality. These issues aren’t the result of vendor intent; they’re the result of environments growing faster than internal governance. Attendees will learn practical, contract-aligned strategies for: •Identifying deployment patterns that commonly trigger unintended licensing obligations •Understanding how Applications customizations and integrations impact entitlements •Preparing for renewals with clear, defensible data—not assumptions •Aligning architecture decisions with contract terms to avoid surprise costs •Building an internal licensing posture that reduces risk year-round Attendees will walk away with practical insights they can apply immediately—strengthening governance, reducing risk, and ensuring their Oracle environments support both operational needs and long-term strategy. This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Integrations
P-052486
Connect, Extend, and Modernize Your Applications (Cloud, On-Prem, Oracle SaaS, JD Edwards, PeopleSoft), and Data with Oracle Integration Cloud
Presented by:
Kush Patel, Oracle America: Inc
Abstract:
As organizations continue to balance cloud adoption with existing on-premise investments, the ability to seamlessly connect applications, and data has become essential. Oracle Integration Cloud (OIC) provides a unified, low-code platform to connect, extend, and modernize enterprise environments spanning cloud and on-premise systems, including Oracle SaaS applications, JD Edwards, and PeopleSoft. This session provides a high-level overview of Oracle Integration Cloud, highlighting its core architecture, key capabilities, and its role in a modern integration strategy. Attendees will learn how OIC enables secure, scalable integrations across diverse application landscapes while supporting incremental modernization rather than disruptive replacement. The session also covers integration best practices, including design principles, performance considerations, security, error handling, and operational monitoring. Through practical examples and lessons learned, this session demonstrates how organizations can leverage OIC to extend the value of existing applications, reduce integration complexity, and establish a flexible foundation for future digital initiatives. Learning Objectives – By the end of this session, attendees will be able to: 1.Understand the core capabilities and architecture of Oracle Integration Cloud and how it supports hybrid integration across cloud and on-premise environments. 2.Identify integration best practices for building secure, scalable, and supportable integrations using OIC. 3.Recognize common integration patterns and considerations when working with JD Edwards, PeopleSoft, and Oracle SaaS applications. This session is eligible for the following CPE Credit: NASBA
Program:
Cloud Summit: Cross Cloud Apps
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Integrations, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052488
Designing Your First OCI Environment: Security, Governance, and Operational Readiness
Presented by:
Khushboo Nigam, Oracle America: Inc
Abstract:
Oracle Cloud Infrastructure (OCI) offers a comprehensive platform for running enterprise workloads in the cloud, but new adopters often ask the same questions: Where do we start? How is OCI structured? And how do we establish security, visibility, and governance from day one? This session provides a practical introduction to OCI for anyone getting started or evaluating adoption. The session focus is on helping attendees build a clear mental model of how OCI works and how early design decisions shape security, operations, and cost over time. The session walks through how OCI organizes resources, access and identity, and networking, and how built-in capabilities support secure access, operational observability, and governance as part of the platform. Attendees will also learn how to approach OCI onboarding in phases, so teams can start small, avoid common early missteps, and scale with confidence. By the end of the session, participants will understand how OCI is designed to support secure, observable, and well-governed environments from the beginning, and what practical next steps to take as they move forward. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Public Sector, Real Estate, Retail, Security, Tribal Nations
P-052491
Implementing Oracle HCM: Your Questions, Answered
Presented by:
Julie Schnepel, Cherokee Nation Businesses
Abstract:
Moving to Oracle HCM can feel overwhelming—but you’re not alone, and you will get through it. This session is designed to demystify the early stages of the Oracle HCM journey, share what to expect, and create space for open, honest questions. Whether you’re evaluating Oracle HCM or just getting started, we’ll talk through common concerns and practical advice to help you move forward with confidence. Hear from a PeopleSoft turned Cloud HCM customer whose been through it all.\nThis session is eligible for the following CPE Credit: NASBA, SHRM
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Cloud Summit: Human Resources
Tags
BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Tribal Nations
P-052498
PeopleSoft Keynote: PeopleSoft Update and Investment Strategy
Presented by:
Paco Aubrejuan, Oracle America: Inc
Abstract:
Be sure to attend the kickoff of RECONNECT Live! at the BLUEPRINT 4D 2026 conference, where Paco Aubrejuan – Oracle’s Senior Vice President for Applications and the head of PeopleSoft – will present the PeopleSoft Update and Investment Strategy session. In this session, you’ll discover the latest PeopleSoft enhancements, learn how Oracle continues to invest in the platform’s future, and see live demonstrations of upcoming features designed to streamline processes and drive efficiency. You’ll also hear how organizations are reducing costs and optimizing operations by running PeopleSoft on Oracle Cloud Infrastructure. Take this opportunity to see how PeopleSoft, backed by Oracle’s powerful technology and applications, continues to deliver outstanding value and support your organization’s success. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Campus Solutions
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Strategy, OCI Architecture
P-052499
BLUEPRINT 4D Keynote: Reinventing How Work Works: A New AI-Powered Operating Model for the Enterprise
Presented by:
Yvette Cameron, Oracle America: Inc
Abstract:
Work is being fundamentally redefined. What was once structured around transactions and processes is becoming dynamic, intelligent, and outcome-driven. AI is driving this shift and transforming enterprise applications into systems that anticipate, guide, and adapt to how work actually happens. But realizing this promise requires more than embedding AI into existing workflows. It demands that leaders rethink how work gets done and design a new human-agent workforce aligned to business outcomes. In this session, explore how Oracle Fusion Applications enable this transformation. Leave with a clear framework to assess your current processes, build the case for change, and take practical steps to reinvent how work works in your organization. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Applied AI: Innovation to Impact: AI Enablement & Readiness
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Workflow Automation
P-052504
Cloud HR Keynote: Leading the Human-Agent Workforce: A New HR Operating Model
Presented by:
Rocky Mitarai, Oracle America: Inc
Abstract:
HR leaders face a defining moment: AI is no longer an emerging tool; it’s part of how work actually happens. Yet few organizations have a model for how people and intelligent systems should work together. It’s time for HR leaders to develop and empower the human agent workforce, supported by the right foundation that is rooted in trusted data, embedded intelligence, and agent led experiences. Discover how Oracle Cloud HCM is helping HR shape the future of human agent collaboration, and learn the concrete steps you can take to start that evolution today. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
Cloud Summit: Human Resources
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Artificial Intelligience, BLUEPRINT 4D, Healthcare, Higher Education, Human Resources, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052510
PeopleSoft Enterprise Resource Planning (ERP) Product Update and Roadmap
Presented by:
Richa Dubey, Oracle America: Inc
Abstract:
Join this session for the latest updates on the continuous delivery of new features in PeopleSoft Financials, ESA, ALM, SCM and SRM. Learn about recently released enhancements and preview the roadmap of planned features for the next 12–18 months. Discover how your organization can empower ERP users with advanced, modern functionality and explore how the latest FSCM features including Landing Page, Embedded Insights, Work Management, Approvals and PFC improvements can increase efficiency, streamline operations, and elevate the user experience. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, Upgrades & Updates, User Experience
P-052511
PeopleSoft HCM, Learning, and HR HelpDesk Product Update and Roadmap
Presented by:
Russell Broom, Oracle America: Inc
Abstract:
Join this session for the latest updates on the continuous delivery of new features in PeopleSoft Human Capital Management, Enterprise Learning Management, and HR HelpDesk. Learn about recently released enhancements and preview the roadmap of planned features for the next 12–18 months. Discover how your organization can empower your users with advanced, modern functionality and explore how the Landing Page, WorkCenters, Work Management, and Embedded Actionable Insights can increase efficiency, streamline operations, and elevate the user experience. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
Artificial Intelligience, BLUEPRINT 4D, Human Resources, Upgrades & Updates, User Experience
P-052512
PeopleTools Update and Roadmap
Presented by:
Sasank Vemana, Oracle America: Inc
Abstract:
Oracle is committed to continuous innovation across the PeopleSoft technology stack, driving innovation and enhanced value for customers. In this session, we will outline the latest PeopleTools features and enhancements, and share Oracle’s strategic roadmap for PeopleSoft’s evolution. Learn how ongoing investments in user experience, advanced Search, actionable Insights, and cloud-ready lifecycle management tools, including PeopleSoft Cloud Manager, can help your organization remain agile and ready for ongoing transformation. We’ll also explore how PeopleSoft is embracing emerging technologies like AI and automation, and discuss integration with Oracle Cloud solutions to support hybrid and cloud migration strategies. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
Artificial Intelligience, Automation, BLUEPRINT 4D, Cloud Strategy, PSFT Search Framework, User Experience
P-052516
Campus Solutions Update and Roadmap
Presented by:
Nicole Engelbert, Oracle America: Inc
Abstract:
Join this session to gain insights into Oracle’s investments in PeopleSoft Campus Solutions. This session will highlight major planned capabilities and bring you up to speed on the most recent features released in PeopleSoft Update Manager (PUM) images. Discover how your organization can empower administrators with advanced, modern functionality and explore how the latest PeopleSoft Campus Solutions features can increase efficiency, streamline operations, and elevate the user experience. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Higher Education, User Experience
P-052519
Make the Most of PeopleSoft Reconnect Live at BLUEPRINT 4D
Presented by:
Russell Broom, Oracle America: Inc
Abstract:
Join this session for an overview of the key investment themes highlighted throughout the PeopleSoft product team’s presentations. You’ll discover essential resources and concepts, get practical tips on who to connect with and how to make the most of the conference, and learn where to find the information you’ll need long after the event ends. The session is interactive, so you can get your questions answered and leave feeling informed and prepared.
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Campus Solutions
Tags
BLUEPRINT 4D, Financial Services, Healthcare, Higher Education, Public Sector
P-052524
Run your JD Edwards and PeopleSoft workloads where you want with an Oracle DB Multicloud Strategy
Presented by:
Heema Satapathy, Oracle America: Inc
Abstract:
With Oracle Multicloud, customers can run Oracle Cloud Infrastructure (OCI) databases—such as Autonomous Database or Exadata—directly within other major cloud providers like Azure, AWS, and Google Cloud. This strategy enables customers to have the best-of-breed services from different clouds, optimize costs, improve performance with low latency, and avoid vendor lock-in. Join us to discover how to gain flexibility to run your JD Edwards and PeopleSoft workloads where you want. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Autonomous Database, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Hosting Strategy, Manufacturing, OCI Architecture, Oracle Database & Data Platforms, Oracle Guided Learning, Public Sector, Real Estate, Retail, Tribal Nations
P-052525
Taking the first step with the PeopleSoft Landing Page
Presented by:
Russell Broom, Oracle America: Inc
Abstract:
Now that the Landing Page feature has been delivered, let’s take a closer look under the covers at configuration, content, and security for the landing page. This session will help you understand how to get started with the application deliveries of the PeopleSoft Landing Page. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Digital Transformation, Security
P-052527
Accelerate your design process with the PeopleSoft Landing Page Modeler
Presented by:
Sasank Vemana, Oracle America: Inc
Abstract:
Get hands-on with the PeopleSoft Landing Page Modeler, a Chromium browser extension created to help you efficiently design and experiment with your PeopleSoft Landing Page display. This utility acts as a job aid for demonstration and testing purposes, enabling you to explore and experiment with PeopleSoft-delivered CSS styles – starting with PeopleTools 8.62 and beyond. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, Digital Transformation
P-052528
Get the Most from Customization Insights
Presented by:
Dan Iverson, Oracle America: Inc
Abstract:
Customization Insights in PeopleTools 8.62 gives customers the ability to better understand how their customizations are used and how their customizations are impacted. Attend this session to learn how to deploy the new Customization Insights and get tips on how to leverage Usage and Test Usage data with the Insights. This session will also look at upcoming improvements to the Customization Insights and how you can better understand the impact that customizations have on your application. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D
P-052530
PUM on Containers
Presented by:
Dan Iverson, Oracle America: Inc
Abstract:
Learn about the new PUM on Containers. PeopleSoft will be releasing the latest PeopleSoft Images through containers later this year. This session will introduce you to containers, why PeopleSoft is using containers for PUM, and how you can take advantage of the new PUM on Containers. This session will also look at upcoming features in PeopleTools 8.63 that makes running your PeopleSoft environments on containers even easier. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D
P-052531
Cloud Manager Update
Presented by:
Dan Iverson, Oracle America: Inc
Abstract:
Cloud Manager offers the best way to run PeopleSoft. In this session, we will look at the latest improvements in Cloud Manager 21 including the new Database Templates and Exascale with Thin Clone support. Database Templates introduce a new way to deploy your environments that give customers more control over their systems. We will also cover how combining Database Templates with Orchestration Manager Polices provides a complete set of tools to manage environments in OCI. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
Artificial Intelligience, BLUEPRINT 4D, Cloud Strategy, Oracle Database & Data Platforms, Orchestrator
P-052532
PeopleSoft Platforms Update
Presented by:
Mark Hoernemann, Oracle America: Inc
Abstract:
A successful PeopleTools upgrade begins with a solid infrastructure plan. Attend this session to get up to speed on the latest platform certification changes introduced in PeopleTools 8.62, including updates for operating systems, databases, application and web servers, COBOL, and more. We’ll review key announcements, share the latest information on Oracle 26ai, Autonomous Database (ADB), and highlight other critical platform considerations. Make this session your first step to a smooth and successful PeopleTools upgrade! This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
Autonomous Database, BLUEPRINT 4D, Oracle Database & Data Platforms, Upgrades & Updates
P-052533
PeopleSoft Search and Insights: Latest and Upcoming Features
Presented by:
Sasank Vemana, Oracle America: Inc
Abstract:
PeopleSoft Search and Insights, powered by OpenSearch, continue to be a major area of investment and innovation, delivering modern, consumer-grade user experiences across the PeopleSoft community. In this session, we’ll highlight recent improvements to the Search Framework, with use cases that illustrate the impact of Search, Real-Time Indexing, and Insights. Looking ahead, we’ll also preview new and upcoming features in the next PeopleSoft release, including vector search, typo tolerance for improved usability, advanced stemming controls, expanded support for Interactive Insights, and more. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, PSFT Search Framework, User Experience
P-052534
Securing your PeopleSoft applications
Presented by:
Robert Armstrong, Oracle America: Inc
Abstract:
Security is a critical aspect of every feature you deploy, whether delivered, custom, or customized. In this session, we’ll explore the comprehensive tools and frameworks available within PeopleSoft to help you meet your organization’s unique security requirements. Discover best practices, real-world examples, and advanced techniques to ensure your PeopleSoft environment is secure, compliant, and resilient. We’ll also provide a preview of upcoming features in the next release of PeopleTools, such as expanded options for integrating with SSO and 2FA solutions, as well as improvements to InfraDPK delivery to ensure timely and reliable updates. Whether you are looking to strengthen your security posture or prepare for the latest innovations, this session will equip you with practical knowledge to protect your PeopleSoft applications now and in the future. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, Security, Upgrades & Updates
P-052536
Examining Natural Language (AI) Assistant in PeopleSoft: Reference Architecture, Examples, and Demos
Presented by:
Sasank Vemana, Oracle America: Inc
Abstract:
As interest in intuitive, conversational user experiences grows, many PeopleSoft customers are exploring Natural Language (AI) Assistants to streamline everyday interactions. In this session, Oracle experts and guest panelists will take a deep dive into the reference architecture for integrating a modern Natural Language Assistant in PeopleSoft, moving beyond legacy approaches and leveraging the latest advances in AI. We’ll walk through practical examples and live demos that illustrate how AI assistants can securely interact with PeopleSoft using REST APIs for transactional updates and OpenSearch for read-only data retrieval. You’ll learn how large language models (LLMs) and the OCI AI Agent Platform can drive adaptive, human-friendly experiences for end users, and see the flexible architecture flows and integration patterns explained This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
AI Agents, APIs, Artificial Intelligience, BLUEPRINT 4D, PSFT Search Framework, Security, Upgrades & Updates, User Experience
P-052540
PeopleTools 8.62 Customer Showcase: Real-World Success Stories
Presented by:
Rajesh Thiru, Powers Health
Abstract:
Join this customer showcase session to hear real-world stories from organizations adopting PeopleTools 8.62. In this session, each customer will share a brief snapshot of their upgrade journey, what they prioritized, and the outcomes they are seeing. You will hear from Saint Paul Public Schools (represented by psadmin.io, implementation partners) and Powers Health as they highlight how they are using PeopleTools 8.62 capabilities, including the PeopleSoft Landing Page, Insights enhancements, and improved search experiences, to streamline operations, boost user engagement, and deliver measurable business value. You’ll also take away lessons learned and practical ideas you can apply to your own PeopleTools 8.62 plans.
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, PSFT Search Framework, Upgrades & Updates
P-052543
Application Services Framework – Securing PeopleSoft REST APIs using OAuth 2.0
Presented by:
Vijay Chinnasamy, Oracle America: Inc
Abstract:
As organizations open up their PeopleSoft environments to modern integrations, securing REST APIs is more important than ever. In this session, Oracle experts will provide an in-depth look at the Application Services Framework (ASF) in PeopleSoft, with a focus on best practices for securing REST APIs using OAuth 2.0. We’ll cover the fundamentals of ASF for exposing OpenAPI-standard REST services, and walk through practical steps to implement OAuth 2.0 authentication and authorization for your integrations. The session will also highlight PeopleSoft’s support for the three main OAuth 2.0 Grant Types and discuss specific use cases for integrating with external applications. Learn how to establish trust between external applications and PeopleSoft, mitigate security risks, and ensure compliant access to your enterprise data. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
APIs, Artificial Intelligience, BLUEPRINT 4D, Integrations, Security
P-052548
Notifications Update and Roadmap
Presented by:
Russell Broom, Oracle America: Inc
Abstract:
Learn how to establish trust between external applications and PeopleSoft, mitigate security risks, and ensure compliant access to your enterprise data. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
Tags
BLUEPRINT 4D, Digital Transformation, Security
P-052549
PeopleSoft Human Resources Roadmap and Update
Presented by:
Jeremy Pelley, Oracle America: Inc
Abstract:
Come to this session for an update on recently delivered and roadmap features in PeopleSoft’s Human Resources like HR WorkCenter, HR Insights dashboards, Tuition Reimbursement, Digital Badging and more. We will also provide important legislative updates to make sure you stay in the know. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, Upgrades & Updates
P-052550
Unignorable: The Science of Being Taken Seriously
Presented by:
Chris Laping, People Before Things, LLC
Abstract:
Something strange is happening at work right now. The most competent and capable people are often the least influential. Not being heard. Feeling misunderstood. According to Gallup, 75% of global employees say their opinions don’t matter at work. If that resonates, you’re not alone, and this session is for you. Based on the new book Unignorable: The Science of Being Taken Seriously, this interactive conversation explores why talented professionals get overlooked and what the research says actually works to change it. No platitudes, no personality makeovers; just evidence-based behaviors you can put into practice Monday morning. Come ready to share what’s frustrating you, ask questions, and leave with practical tools to make your voice harder to ignore. Can’t make this session? This session will be presented again on Thursday, May 7th, 10:00 am – 10:45 am CT during P-052551 – Unignorable: The Science of Being Taken Seriously Session #2. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Emerging Leaders, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052552
There is more to Benefits than SECURE 2.0
Presented by:
Tammy Boyles, Oracle America: Inc
Abstract:
The PeopleSoft Benefits Product Update and Roadmap will highlight our recently delivered features and preview roadmap enhancements for the next 12 to 18 months. We will also discuss the next features for SECURE 2.0. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, Security
P-052553
Recruiting Solutions – What’s New and What’s Coming
Presented by:
Tammy Boyles, Oracle America: Inc
Abstract:
Attend this session to learn more about Recruiting Solution’s delivered features and a preview of our roadmap enhancements for the next 12 to 18 months. We will discuss plans to modernize Candidate Gateway’s Explore Jobs using PeopleTools 8.62 Landing Page technology to provide an advanced user experience to applicants. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, User Experience
P-052554
PeopleSoft Payroll for North America Update and Roadmap
Presented by:
Anne Leung, Oracle America: Inc
Abstract:
Join the PeopleSoft Payroll for North America Update and Roadmap session to see what’s new and what’s next. We’ll highlight Bulk Wage Statement Download for Administrators and Employees to streamline access to large volumes of pay statements. We’ll also preview our roadmap for Fluid Canada and U.S. Tax Withholding Online, bringing a device friendly self-service experience to tax elections for employees. As always, we will cover the latest payroll legislation and regulatory updates for the U.S. and Canada. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, Payroll, PSFT Fluid User Interface, Self Service, Upgrades & Updates
P-052555
PeopleSoft Time and Labor Update and Roadmap
Presented by:
Anne Leung, Oracle America: Inc
Abstract:
Join this session for an update on recently delivered enhancements in PeopleSoft Time and Labor. We will showcase the revamped Time, and Attendance dashboard for administrators, Geo-Fencing capabilities, and the reimagined Team Time dashboard for managers, along with other notable enhancements delivered across the product. This session will also provide a preview of the Time and Labor product roadmap, giving you a quick look at what’s coming next. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
Artificial Intelligience, BLUEPRINT 4D, Human Resources
P-052556
PeopleSoft Absence Management and Core Engine Update and Roadmap
Presented by:
Lourdes Hernandez, Oracle America: Inc
Abstract:
Join this session for an update on recently delivered enhancements in PeopleSoft Absence Management and the Core Engine that is used for absences and Global Payroll. Some of the features you will hear about include are the Absence Management WorkCenter, Work Management Framework, and more. This session will also provide a preview of the roadmap, giving you a quick look at what’s coming next. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, Payroll
P-052557
A new look at how to do Tuition Reimbursement
Presented by:
Jeremy Pelley, Oracle America: Inc
Abstract:
Have you ever wished that employees could submit a request for tuition reimbursement directly into the system. Well we heard you and we listened. Come see our new feature for PeopleSoft HCM has a new feature to allow for tuition reimbursement. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources
P-052558
This isn’t your parents Performance Management system
Presented by:
Jeremy Pelley, Oracle America: Inc
Abstract:
New features have been coming to PeopleSoft Performance Management for several years now. This is a look at everything we have done and how it all works together with PeopleSoft landing pages, Insights, profile management, and fluid performance to make a new experience for the employee, manager, and others within your organization. Learn best practices for moving forward with Fluid Performance Management This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
Tags
BLUEPRINT 4D, Human Resources, PSFT Fluid User Interface
P-052574
Introducing the New My Oracle Support Portal: Enhanced Features and Transition Guidance
Presented by:
Scott Swensen, Oracle America: Inc
Abstract:
Join us for an overview of the newly improved My Oracle Support (MOS) portal, launched in December 2025. Discover exciting new features—such as AI-powered interactions, streamlined navigation, improved search capabilities, and enhanced knowledge access—designed to elevate your Oracle support experience. We will walk through what’s changed and important resources to help you use the new portal. Don’t miss this opportunity to learn how to make the most of the new My Oracle Support portal!\nThis session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
PeopleSoft RECONNECT Live: Transformation & Modernization
Cloud Summit: Cross Cloud Apps
Tags
BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052575
What do you mean by Digital Badging and lets talk about recognition while we are at it
Presented by:
Jeremy Pelley, Oracle America: Inc
Abstract:
We started with recognition! Now digital badging is coming and gives a new way to visualize and recognize the accomplishments employees have made and show those accomplishments to others. Years of service, completed training, recognitions, and even volunteering can all be recognized with digital badges as well as many other things. Join us for an exciting session to show where we are and where we are going with this great new feature. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052576
Proactive Tips and Tricks for deploying Search and Insights
Presented by:
Sergio Aoki Miyasato, Oracle America: Inc
Abstract:
Join this session to hear directly from the Support team on hot topics, FAQs, and tips to best equip yourself to use Search and Insights. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, PSFT Search Framework, Public Sector, Real Estate, Retail, Tribal Nations
P-052577
Evolving the PeopleSoft WorkCenter: The Roadmap for Embedded Insights and Work Management
Presented by:
Alex Man, Oracle America: Inc
Abstract:
This session presents the PeopleSoft WorkCenter roadmap for Work Management and Embedded Insights, highlighting how these capabilities are evolving together to improve visibility, prioritization, and efficiency across HCM and FSCM. We will discuss upcoming enhancements to the WorkCenter framework that strengthen work management and enable Embedded Insights to operate seamlessly within the flow of work. Through live HCM and FSCM demonstrations, attendees will see how these capabilities help users identify priorities, manage exceptions, and take action directly from the WorkCenter. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052578
Applying Generative AI to PeopleSoft: Real Implementations, Real Decisions
Presented by:
Alex Man, Oracle America: Inc
Abstract:
Generative AI presents exciting possibilities—but where does it truly make sense in PeopleSoft? Join PeopleSoft customers as they share real implementations of Gen AI, including the opportunities they pursued, challenges they encountered, and outcomes they achieved. This session emphasizes thoughtful adoption, highlighting lessons learned and key considerations that influenced design, governance, and rollout decisions. Attendees will gain practical perspectives to help shape their own Gen AI strategy within PeopleSoft. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Generative AI, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052579
PeopleSoft Receivables and Billing Update and Roadmap
Presented by:
Richa Dubey, Oracle America: Inc
Abstract:
Join this session to hear about the latest enhancements in AR and Billing. We will also discuss roadmap. Get insights into how recent innovations can drive value for your organization and further streamline the receivables and billing processes. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052580
Elevating Expenses: Unveiling the Latest Updates and Roadmap to a Smarter Spend Management Future
Presented by:
Kelly Mills, Oracle America: Inc
Abstract:
Join us for an in-depth exploration of the latest innovations in PeopleSoft Expenses. In this session, we’ll unveil enhancements to the My Proxy Insight dashboard, featuring new visualizations and a dynamic data grid for Travel Authorizations, empowering users with deeper insights and more actionable information. Discover the improved Travel Authorization Proxy search capabilities designed to streamline the approval process. We’ll also showcase new administrative controls, including the ability for administrators to deny or return approved expense reports directly from the enhanced Expenses Admin View page. Finally, get a first look at our redesigned Expenses Homepage, now offering an intuitive sectionalized dashboard for a modern, user-centric experience. Attend this session to see what’s new, learn best practices, and get a glimpse of our future roadmap for PeopleSoft Expenses. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, PSFT Search Framework, Public Sector, Real Estate, Retail, Tribal Nations
P-052582
Unlocking Value: What’s New and Next in PeopleSoft Asset Lifecycle Management
Presented by:
Tina Thames, Oracle America: Inc
Abstract:
Stay ahead of the curve with the latest innovations in PeopleSoft Asset Lifecycle Management (ALM)! In this informative session, we’ll explore all the new features and enhancements added to PeopleSoft ALM over the past year designed to streamline asset tracking, optimize maintenance, and maximize your investment return. Looking forward, we’ll discuss the ALM product roadmap—including planned improvements and upcoming functionality. Join us to see how you can leverage the robust capabilities of PeopleSoft ALM to drive operational excellence both now and into the future. Bring your questions for an engaging discussion! This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052583
Next-Gen Asset Control: Live Demo of Mobile Physical Inventory Tracking in PeopleSoft ALM
Presented by:
Tina Thames, Oracle America: Inc
Abstract:
See PeopleSoft ALM innovation in action with a live demonstration of the new physical inventory asset tracking capabilities using mobile devices. This session will walk you step-by-step through the latest enhancements, showing how field staff can seamlessly conduct physical inventories, and update asset information—all from a mobile device. Discover how these advancements streamline the asset tracking process, reduce manual errors, and provide real-time updates to your asset records. Come experience firsthand how this mobile solution delivers greater accuracy and efficiency to your organization’s asset lifecycle management. Bring your questions and see what’s possible for your team! This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates
P-052584
Grants and Project Costing Update
Presented by:
Joe Willever, Oracle America: Inc
Abstract:
Join this session to discover the latest enhancements designed for colleges and universities, state and local governments, and other organizations leveraging Grants, Contracts, and Project Costing solutions. We’ll explore new features aimed at simplifying rate set configurations for cost calculation and billing, and showcase updated pages and processes for asset cost review and capitalization. Additionally, get a sneak peek at top roadmap items from Idea Space and learn how to make the most of the new 8.62 functionality in your Grants, Customer Contracts, and Projects applications. Don’t miss this opportunity to see these updates in action and gather actionable ideas for your organization. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates
P-052585
Page and Field Configurator Update and Roadmap
Presented by:
Joe Willever, Oracle America: Inc
Abstract:
Page and Field Configurator started as a tool to remove your most common page customizations such as hiding a field or changing a label. Since then we’ve continued to enhance the Page and Field Configurator, providing more advanced tools to change the look and behavior of pages without creating a customization. This session will focus on new functionality released over the last year including extensions in the area of default values and an altogether new way to change the prompt record for a field. New prompt record override functionality provides a great opportunity to streamline data entry for your users while improving the quality of data entry. We will also show changes made to the PFC pages to simplify setup and configuration for your PFC administrators and discuss future enhancements to hide group boxes and configure drop down values. Join this session to see the exciting enhancements available to you through the Page and Field Configurator. This session is eligible for the following CPE Credit: NASBA, SHRM
Program:
PeopleSoft RECONNECT Live: PeopleTools
PeopleSoft RECONNECT Live: Human Capital Management
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052586
Navigating the IRS FIRE to IRIS Transition: Essential Steps for 1099 Compliance in Tax Year 2026
Presented by:
Alicia Kinsey, Oracle America: Inc
Abstract:
The IRS is replacing its legacy FIRE system with the new IRIS platform, making IRIS mandatory for all 1099 filings starting in tax year 2026. This session offers a concise overview of the most important changes—including new filing methods, increased reporting thresholds, and essential steps such as obtaining a new IRIS Transmitter Control Code (TCC) and PeopleSoft requirements. Get practical tips to ensure a seamless transition and maintain compliance as you prepare for this significant update. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052587
PeopleSoft Financials: GL & AP Update and Roadmap
Presented by:
Alicia Kinsey, Oracle America: Inc
Abstract:
Stay ahead in financial management with the latest PeopleSoft General Ledger (GL) and Accounts Payable (AP) enhancements. In this session, we’ll showcase new features that improve efficiency, compliance, and user experience, and preview the upcoming roadmap for further innovation. Get insights into how recent updates can drive value in your organization and discover what to expect next as PeopleSoft continues to evolve. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, Upgrades & Updates, User Experience
P-052588
Peoplesoft eProcurement : Update and Roadmap
Presented by:
Steve Morgan, Oracle America: Inc
Abstract:
Come to this session to find out how your Requesters will have real-time visibility into the status of their Requisitions through new Requester Insights , ability to prioritze urgent requests, action exceptions that prevent sourcing of the Reqs and work suggestions from the new Landing Page. From the new unified search (displaying both internal and punchout items) to the ablity to hold a Fluid requisition, see the latest deliverables based on your ideas space entries. Hear our plans for upcoming releases and provide feedback on your ‘wish list’ for eProcurement enhancements going forward. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, PSFT Fluid User Interface, PSFT Search Framework, Public Sector, Real Estate, Retail, Tribal Nations
P-052589
A Better Supplier Experience: Supplier Update and Roadmap
Presented by:
Richa Dubey, Oracle America: Inc
Abstract:
In this session, we’ll explore the latest enhancements to PeopleSoft Self-Service Supplier Registration designed to simplify onboarding while strengthening data protection. Attendees will see how organizations can now configure dynamic, branching profile questions that adapt based on supplier responses, ensuring only the most relevant information is requested. New security enhancements will be highlighted that help protect sensitive supplier data from social-engineering attacks. Learn how challenge questions add an additional layer of verification, safeguarding supplier profiles and reducing the risk of unauthorized access or data breaches. Discover how these improvements along with the planned modernization of the supplier portal will deliver a more intuitive supplier experience while helping organizations maintain strong governance, compliance, and security throughout the registration process. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: Financials & Supply Chain Management (FSCM)
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Security, Self Service, Tribal Nations
P-052595
Why move from on-premise to Fusion Cloud Applications
Presented by:
Gilbert Traverse, Oracle America: Inc
Abstract:
Are you a PeopleSoft or JD Edwards customer contemplating next steps? The business landscape is evolving rapidly, and staying competitive means embracing innovation. Hear how moving to a subscription model can reduce TCO and how Fusion Apps’ quarterly updates, embedded AI capabilities, and cutting-edge features keep your business on the latest technology. Explore Fusion Apps’ robust security features that surpass on-premises systems. Join industry experts as they share insights and successful case studies from organizations that have made the strategic transition to Fusion Apps. Come away with a compelling business case for migrating your existing on-premises systems to Oracle Fusion Cloud Applications. This session is eligible for the following CPE Credit: NASBA
Program:
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
AI Agents, Artificial Intelligience, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Security, Tribal Nations, Upgrades & Updates
P-052617
AI-Powered Transformation for Oracle On-Premises Applications
Presented by:
Antonia Andrews, Oracle America: Inc
Abstract:
Organizations leveraging JD Edwards, EBS, PeopleSoft and Siebel are continually seeking innovative solutions to unlock greater value from their trusted on-premises applications. Artificial Intelligence is now enabling new ways to automate processes, derive actionable insights, and improve decision-making—without the need for a full-scale cloud migration. In this session, Oracle Consulting will showcase how AI-powered strategies can modernize and extend your existing On-prem environments. Learn from real-world examples of process automation, enhanced user experiences, and predictive analytics—delivered while maintaining your on-premises footprint. Join us to discover practical approaches, best practices, and how Oracle can partner with you to drive sustainable transformation and maximize the impact of your core applications. This session is eligible for the following CPE Credit: NASBA, SHRM, IIBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
JD Edwards Forum: Journey to Cloud (OCI SaaS Hybrid Cloud)
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Analytics, Automation, BLUEPRINT 4D, Cloud Migration, Cloud Strategy, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations, User Experience
P-052628
Lessons from the Phoenix: A Vision and Framework to Ignite Transformation Today
Presented by:
Paul Taylor, Gideon Taylor
Abstract:
Does your enterprise ever seem like a Phoenix – the mythical bird that must be reborn in flames – that just can’t seem to catch fire? With new AI, automation, and cloud tools all around us, you’d think there’d be plenty of fuel to light a blaze of organizational transformation. Why is it so hard to get from smoke to flames? And here’s the brass-tacks question: Is PeopleSoft the problem? Do you have to re-platform in order to ignite? Paul Taylor, founder and CEO of Gideon Taylor will explore what we can learn from our flame-feathered friend about achieving transformative results. Spoiler alert: PeopleSoft is a very transformation-friendly platform! The factors that inhibit transformation are not platform-specific – but they are real. Paul will address what is really stopping dramatic change, and how to clear those roadblocks. You have the right people, technologies, and partners – let’s light this bird! This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
Automation, BLUEPRINT 4D, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052649
PeopleSoft or PeopleSaaS? Modernization of PeopleSoft in a SaaS World
Presented by:
Rob Townsend, WorkStream Technology
Abstract:
As cloud-based SaaS solutions continue to reshape the enterprise software landscape, many organizations running PeopleSoft are asking a critical question: do we stay on PeopleSoft, or do we modernize? This session challenges the assumption that on-premises ERP and SaaS agility are mutually exclusive — and makes the case that PeopleSoft can be managed with the same discipline, efficiency, and continuous delivery mindset as a world-class SaaS application. This session is eligible for the following CPE Credit: NASBA
Program:
PeopleSoft RECONNECT Live: PeopleTools
Tags
BLUEPRINT 4D, Cloud Strategy, Construction, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052651
How Berlin Packaging’s Commitment to PeopleSoft Is Paying Off with the Help of ERPA
Presented by:
Sean Love, ERPA
Abstract:
Berlin Packaging is capitalizing on Oracle’s 10-year commitment to PeopleSoft. Theirs is a story of PeopleSoft maintenance and modernization after deciding to recommit to PeopleSoft upon finding a trusted partner who’s equally committed. In this session you will learn why Berlin Packaging went all in on PeopleSoft and the outcomes they are enjoying, albeit with a lean internal team. Join us to hear how Berlin Packaging is laying the foundation for growth and a bright future.\nThis session is eligible for the following CPE Credit: NASBA
Program:
Applied AI: Innovation to Impact: AI Enablement & Readiness
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Artificial Intelligience, BLUEPRINT 4D, Digital Transformation
P-052655
Facilitating Change as a Business Analyst
Presented by:
Susan Moore, International Institute of Business Analysis
Abstract:
Many business analysts are excellent at understanding systems—but far less comfortable guiding the human side of change. When the focus of the change conversation stays on the technology, it becomes anchored in what the system can do rather than creating a shared understanding of the problem that needs to be solved. This session is for business analysts and technical practitioners who bring strong technology and domain expertise to their work, but struggle to shift from defining solutions to facilitating effective change conversations. In this talk, we explore the mindset shift required to move from technical expert to effective change enabler. Using the IIBA Business Analysis Core Concept Model (BACCM) as a practical framework, we explore how business analysts can re orient their role toward guiding conversations, surfacing assumptions, navigating ambiguity, and keeping stakeholders focused on outcomes rather than outputs. Attendees will leave with a clearer understanding of how to leverage their expertise in service of change—by creating shared understanding, guiding learning, and helping organizations move forward when the path isn’t fully defined. Participants will learn how to: •Recognize the mindset shift required to move from solution expertise to change facilitation •Use BACCM as a conversational guide for framing change discussions •Ask questions that enable sensemaking instead of providing answers too early •Facilitate productive change conversations even when information is incomplete •Focus their work on outcomes, learning, and decisions rather than artifacts This session is eligible for the following CPE credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Analytics, BLUEPRINT 4D, Business Analysts, Digital Transformation, Financial Services, Healthcare, Higher Education, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052662
Identifying Teachable Moments that Create Confident End Users
Presented by:
Susan Moore, International Institute of Business Analysis
Abstract:
Business analysts are often valued for being helpful—finding answers, correcting misunderstandings, and delivering clear documentation. But over time, that helpfulness can unintentionally undermine something just as important: confidence. This talk explores how everyday interactions with stakeholders can either reinforce dependence or build confidence in end users—and shifting how we respond can make a meaningful difference. Rather than focusing on formal training, the session looks at how teaching moments naturally show up in the flow of work and how business analysis professionals can create teaching moments. By becoming more intentional about these teachable moments, business analysis professionals help their stakeholders and users participate more confidently in problem-solving and decision-making. The business analysis role moves from only providing answers to becoming a trusted partner—working alongside users to co create solutions that reflect their needs, and leading to better outcomes. This session is eligible for the following CPE Credit: NASBA, IIBA
Program:
JD Edwards Forum: Digital Transformation & Modernization
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
Analytics, BLUEPRINT 4D, Digital Transformation, Financial Services, Healthcare, Higher Education, Leadership, Manufacturing, Public Sector, Real Estate, Retail, Tribal Nations
P-052665
PeopleSoft & JDE SSO, Simplified: Live Demo, Best Practices, and Real-World Lessons
Presented by:
Raj Mareddi, SSOGEN
Abstract:
Modern SSO does not have to be complex or time-consuming for PeopleSoft and JD Edwards. In this session, we will show how organizations can enable secure, modern SSO in under 10 minutes while addressing the real-world challenges that come with legacy ERP environments. Attendees will learn about SSO integration challenges for PeopleSoft, JDE systems, including environments hosted on OCI, AWS, Azure, and GCP. The session will include a live demo of SSO implementation after upgrade, practical best practices, and an interactive Q&A focused on the most common issues organizations face when modernizing ERP access. This session is eligible for the following CPE credit: NASBA
Program:
JD Edwards Forum: Simplify & Automate
PeopleSoft RECONNECT Live: Transformation & Modernization
Tags
BLUEPRINT 4D, Low Code/No Code, Security, Upgrades & Updates
P-052675
Full Stack Disaster Recovery for PeopleSoft on Oracle Cloud Infrastructure
Presented by:
Kyle Benson, psadmin.io
Abstract:
This session provides an overview of Oracle Cloud Infrastructure (OCI) Full Stack Disaster Recovery (FSDR) and how it applies to PeopleSoft workloads. Drawing from a real-world deployment, the presentation covers what FSDR offers out of the box — from compute and storage replication to database switchover and load balancer pre-provisioning — and where supplemental automation may be needed. Attendees will gain a clear picture of how FSDR fits into a PeopleSoft disaster recovery strategy and what to expect when planning and running DR drills. Whether you are exploring disaster recovery options for PeopleSoft on OCI or looking to understand what FSDR brings to the table, this session will give you practical context to inform your approach. This session is eligible for the following CPE credit: NASBA
Program:
PeopleSoft RECONNECT Live: Move to Cloud (OCI SaaS Hybrid Cloud)
Tags
Automation, BLUEPRINT 4D, Cloud Infrastructure & Architecture, Cloud Migration, Cloud Strategy, Hosting Strategy, OCI Architecture, Oracle Database & Data Platforms
