Presented at BLUEPRINT 4D
Session ID: 123456

After several attempts and failures in 2017 and 2019, the State of Indiana and Oracle initiated a proof-of-concept project to move the state's PeopleSoft Financials and HCM applications infrastructures from the on-premises datacenter to Oracle Cloud Infrastructure. In this session, we will walk through the journey from POC through stakeholder approvals to the planning for migration of PeopleSoft environments to OCI.

Attendees will hear about the lessons learned from the state's PeopleSoft OCI proof of concept project. We will discuss the challenges and objections raised by internal stakeholders and the data-driven responses that supported the ultimate decision to move forward with a cloud infrastructure strategy. The presentation will wrap up with an overview of the successes achieved to-date, the changes in operational responsibilities for the infrastructure providers involved in the project, and the future outlook for PeopleSoft applications for the state.

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

Speaker: Joel Gibbons

Presented at BLUEPRINT 4D
Session ID: P-050012

In this session you will learn how Hennepin County is leveraging Oracle Guided Learning to provide help when I users need it. This session will guide you through the considerations in implementing this tool and how we manage the product.

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

Speaker: Pamela Ingram, Hennepin County

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