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-050063

Join us to hear about how SpearMC has worked with our clients to deploy the Match Exception Collaboration Center within their PeopleSoft Financials and Supply Chain domain. I you are like many organizations: Match Exceptions within the Procure-to-Pay cycle cause tremendous inefficiencies and drive up costs to resolve. To address this growing issue: SpearMC has worked to recommend the deployment of the Match Exception Collaboration Center: a newly designed tool delivered by Oracle in PUM Image 40.We will provide a live demonstration of this product during the presentation: and we will provide real-world lessons learned and tips / tricks on how this new feature may benefit your organization.

This session is eligible the following CPE credits: NASBA

Speaker: Randall Johnson, SpearMC

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-050133

Join us for an insightful session on transforming financial reporting at UNC Chapel Hill. We moved from static IT-managed nVision reports to a self-service, Excel-based approach, empowering deeper analysis and quick responses without IT reliance. Discover how our Microsoft Excel expertise revolutionized our process with live, drillable PeopleSoft data in Excel, streamlining tasks like variance analysis. Automated data collection redefined budgeting, freeing time for strategic initiatives. This session is ideal for finance professionals seeking practical insights to enhance efficiency and agility in financial reporting. Don’t miss the chance to learn from our experience and apply these strategies in your organization.

This session is eligible the following CPE credits: NASBA

Speaker: Sheri Olson UCLA

Presented at BLUEPRINT 4D
Session ID: P-050229

An initial Proof of Concept was performed using the delivered PeopleSoft Payment Request functionality. However, the delivered PeopleSoft Payment Request form did not have the SRS required fields and controls to meet all Non-PO APV requirements.
SRNS IT Developers; designed and developed a bolt on Payment Request system was created to replace the Site-Wide Forms.
To accommodate SRS specific requirements a custom bolt-on fluid self-service interface called the “SRS Payment Request Center” was created to enable more flexibility of the user interface and provide tailored workflow to each site-wide form individually.
Using AWE (Approval Workflow Engine), the delivered PS Payment Request processes will process data through the voucher build process to create a voucher to be processed into a payment.
This approach minimizes maintenance, avoids customizations, and maximizes usability/functionality.

This session is eligible the following CPE credits: NASBA

Speaker: Dianne Taylor, Savannah River Nuclear Solutions

Thomas Lee previously demonstrated how UF Health Jacksonville leveraged Oracle Analytics to revolutionize its data-driven ERP decision-making process, achieving an impressive 86% annual improvement in operational excellence. Building on this success, UF Health Jacksonville is now expanding its centralized data analytics model across other hospitals in Florida to establish a corporate-standardized approach. This presentation explores…

In this webinar Richa Dubey highlights some of the new features and enhancements in PeopleSoft financial management, procurement, and supply chain operations delivered in PeopleSoft FSCM Update Image 53. Join this webinar to gain insights into new features and functionalities, improvements to existing features, and best practices and tips for using the new features in PeopleSoft FSCM Update Image 53.

Presented at RECONNECT Dive Deep – Virtual 2024 Session ID: P-049604 Presentation and Demo of FSCM Insights and Visualizations that are delivered by Oracle Learning Objectives: 1. Leverage the PeopleSoft insights and visualizations for an enhanced understanding of Financial data and better decision-making 2. Learn which FSCM Dashboards and Visualizations are delivered and ready to…

Presented at RECONNECT Dive Deep – Virtual 2024 Session ID: P-049603 The Oracle PeopleSoft team continues to deliver new and enhanced functionality designed to help drive organizational effectiveness: provide decision support tools to facilitate intelligent business execution: and offer customers more flexibility through the use of additional configuration options: integrations: and new tools capabilities. Learning…

Presented at RECONNECT Dive Deep – Virtual 2024 Session ID: P-049637 Boosting PeopleSoft performance through data archiving Define steps to manage and optimize the data lifecycle effectively. Evaluate the volume of data in your PeopleSoft system to be archived. Use PeopleSoft’s delivered archiving tools