Presented at BLUEPRINT 4D
Session ID: P-050034

This presentation highlights the strategic approach and execution of a comprehensive upgrade that simultaneously tackled the PeopleSoft Tools version, the PeopleSoft Update Manager (PUM) version, and the transition to Fluid. The initiative aimed to modernize the system's functionality, improve user experience, and optimize performance while minimizing disruption to daily operations.

The project required meticulous planning, rigorous testing, and robust communication strategies to ensure a smooth transition. Key components of the upgrade process included:

• Extensive Testing: A thorough testing framework was implemented to identify and address potential issues, ensure system stability, and validate the functionality of integrated processes.
• Strategic Planning: The team devised a detailed project plan to manage interdependencies between the Tools, PUM, and Fluid upgrades, ensuring alignment with organizational goals.
• Effective Communication: A comprehensive communication plan engaged the user community, providing regular updates, training resources, and opportunities for feedback to foster understanding and adoption.

Attendees will gain insights into the challenges, best practices, and lessons learned from this complex upgrade process, as well as actionable strategies for managing similar projects. By aligning technology enhancements with user needs and operational priorities, this upgrade set the foundation for a more efficient and user-friendly system.

This session is eligible the following CPE credits: NASBA, SHRM

Speaker: Stephen Valentine, Milton Hershey School

Presented at BLUEPRINT 4D
Session ID: P-050076

Showcase how we used Event Mapping and Page and Field Configurator to restrict information based on security, add extra edits and enhance the Item Templates without even touching the delivered code!
Not only was this implemented without any code changes to objects, but it is able to be enabled and disabled without a migration. We worked closely with Amerit to meet their needs using Event Mapping tools.

This session is eligible the following CPE credits: NASBA

Speaker: Sai Sarkar, Amerit Fleet Solutions

Presented at BLUEPRINT 4D
Session ID: P-050265

Streamlining and automating business processes is essential for maximizing the value of your PeopleSoft investment. This session explores how to leverage two powerful tools—Event Mapping and Drop Zones—to enhance and automate workflows without extensive customizations. Attendees will learn how Event Mapping can be used to inject logic into delivered processes, enabling tailored automation while maintaining upgradability. The session will also cover how Drop Zones provide flexibility in personalizing pages to meet unique business needs without modifying delivered code. Through real-world use cases and practical demonstrations, participants will gain actionable insights into simplifying process automation and increasing efficiency in their PeopleSoft environment.

Key Takeaways:

1. Event Mapping Essentials:

- Understand the basics of Event Mapping and its role in injecting custom business logic.

- Learn how to use Event Mapping to automate workflows while preserving system integrity.

2. Leveraging Drop Zones:

- Discover how Drop Zones allow for personalized UI changes without impacting delivered functionality.

- Explore creative use cases for Drop Zones to enhance user experience and efficiency.

3. Practical Applications:

- Gain insights from real-world examples of automating business processes using Event Mapping and Drop Zones.

4. Best Practices and Tips:

- Learn strategies for effectively implementing and managing these tools in your PeopleSoft environment.

5. Staying Upgrade-Safe:

- Ensure your customizations and automations remain compatible with future PeopleSoft updates.
This session is eligible the following CPE credits: NASBA

Speaker: Jeff Hilliard, Elire: Inc.