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Content tagged 'CRM'

June 13, 2014

Marc Weintraub recently interviewed David Bain about the new changes in technology for PeopleSoft regarding mobility and the new Fluid UI.

After the introduction, 3G PeopleSoft was among the first application vendors to release an application that was native: iReceipts. PeopleSoft was again the first to release an application on the ADF Framework: Mobile Inventory Management. Again, PeopleSoft was the first to build with the Mobile application framework, the mobile self-services Campus Solution.

Then, PeopleSoft delivered on 9.1 a series of mobile applications using PeopleSoft technology:

David Bain explained that the mobile products were built with the technology available at the time, but the PeopleSoft team wanted to include within PeopleTools an easy-to- use technology for organizations. Including this Fluid UI technology within the PeopleSoft toolset will shorten the lifecycle costs for customers. The customers will then be able to use the same skills to administer and deploy PeopleSoft for Mobile applications, thus reducing the complexity.

The new fluid UI will be delivered to customers in 9.2 through the PeopleSoft Update Manager (PUM). PUM will help customers uptake any features or enhancements without having to go through a major upgrade. The application, with the Fluid UI, will be responsive and optimized on the technology they are running on.  A series of applications will be delivered for HR (Manager Self-Service Homepage, My Team view and Analytics approval, etc.) and Finance (Travel Authorization, Employee Status Reporting, Supplier watch list, etc.).

May 5, 2014
By Frederic Portal, Ataway Director of Strategy and Alliance

The new PeopleSoft Fluid User Interface (UI) is coming to PeopleTools 8.54! Fluid UI enables the delivery of PeopleSoft applications in a modern, intuitive and personalizable way across multiple devices (i.e. tablets, smart phones and desktops). Regardless of operating system, the new Fluid UI is using the latest state-of-the-art technologies, such as HTML5 and CCS3, and incorporates them into the PeopleTools. Fluid UI will be able to detect what type of mobile device users are accessing the application from (i.e. tablet, mobile) and will leverage location, pictures and more!

This new UI will be responsive to a device’s form factor. This means that the application will be optimized to the device size and render the information in a dynamic manner.

During the Collaborate and Alliance roadshows earlier this year, the new Fluid UI was shown off by Paco Aubrejuan, Senior Vice President of Development for Oracle's PeopleSoft product line and Jeff Robbins, Oracle Senior Director, PeopleTools Strategy. Robbins was able to demonstrate several times how PeopleSoft is truly a state-of-the-art solution and that PeopleTools drives PeopleSoft innovation.

March 19, 2014

The third day of the Alliance 2014 conference kicked off with an inspirational keynote from Shawn Achor, a lecturer who is regarded as one of the world’s leading experts on the connection between happiness and success. Achor, who teaches for the Advanced Management Program at Wharton Business School and collaborates on research with Yale and Columbia University, delivered his keynote on “The Happiness Advantage.”

In 2012, Achor’s research on happiness made the cover of Harvard Business Review. His TED talk has become one of the most popular of all time, with over 3 million views.  “The Happiness Advantage,” his newest lecture, recently began airing on PBS stations nationwide.The gist of his lecture is this; most people believe that once they become successful, then they’ll be happy. But recent discoveries in the field of positive psychology and neuroscience have shown that this formula is actually backwards: Happiness fuels success, not the other way around. When we are positive, our brains become more engaged, creative, motivated, energetic, resilient, and productive at work. This isn’t just an empty mantra. This discovery has been repeatedly borne out by rigorous research in psychology and neuroscience, management studies, and the bottom lines of organizations around the globe.  In “The Happiness Advantage,” Achor, who spent over a decade living, researching, and lecturing at Harvard University, draws on his own research—including one of the largest studies of happinesspotential, both at Harvard and companies like UBS and KPMG—to fix this broken formula. Using stories and case studies from his work with thousands of Fortune 500 executives in 51 countries, Achor explains how we can reprogram our brains to become more positive in order to gain a competitive edge at work.

March 18, 2014

Ataway's Tina Travis presents at Alliance 2014.

Ataway was excited to attend many sessions last Monday at the Alliance Conference! On the second day of the event, Oracle made a big announcement  regarding major investments in higher education solutions, including a new Oracle Student Cloud, a new Higher Education functionality delivered in Oracle Human Capital Management (HCM) Cloud, and a new release for PeopleSoft Campus Solutions Suite. 

Oracle plans to provide a flexible deployment model for administrative systems customers in the Higher Education field. Oracle's offerings will enable institutions to run their student and Enterprise Resource Planning (ERP) systems on premise or to migrate to a cloud-based deployment when it makes sense for the institution.

March 9, 2014

Since Friday morning, around 150 customers have been in Vegas for the PAG/TAG summit, which started at 7:30 and wrapped up on Saturday afternoon. The PAG/TAG summit is an amazing opportunity for institutions to have better dialogue with Oracle Product representatives on the Oracle product lines. At Ataway, we highly recommend clients participate and represent their areas of expertise, working together with Oracle to build the roadmap of your future.

The Alliance Conference officially kicked off this Sunday with 19 Community Sessions -- informal sessions providing an opportunity to network with other individuals who have an interest in specific process areas, as well as getting an overview of the conference and sessions being presented in this track. As usual, the Community Sessions proved to be an incredibly useful way to meet with other users and product experts. It also had a good overview of what sessions to attend at the conference.

The Community Sessions were immediately followed by the Mix and Mingle at the MGM Grand Garden Arena concourse prior to the Opening Session. Mix and Mingle was a great opportunity to network, catch up with attendees and help Oracle customers with technical and business process questions.

The day concluded with the Opening Session and Reception in the Vendor Hall. Ataway had the pleasure to talk to a lot of institutions and respond to many questions on PeopleSoft 9.2 HCM, Finance, Campus Solutions, Fusion, BPM and SOA.

Don’t forget to join us tomorrow, Monday, March 10th, for our mini Session: Leveraging WorkCenters for Admissions & Recruitment (3:15 PM - 3:45 PM, Room 122). And be sure to check out our guide on the 17 sessions you won't want to miss at #Alliance2014!

For more about information about the Alliance 2014 conference, visit

February 28, 2014
By Frederic Portal, Ataway Director of Strategy and Alliance

PeopleSoft released the PeopleSoft In-Memory application to help Chief Financial Officers and Finance Executives drive business performance through faster, well-informed decisions based on real-time simulations of business and regulatory changes. Today’s environment is challenging for CFOs to keep reducing costs, maximize productivity, find tools supporting financial decisions that impact the bottom line and, finally, reduce decisions based on historical data or estimates. CFOs need a global view of their organization and the ability to forecast the effect of the business world – and spreadsheets are far from it.

February 1, 2014
By Frederic Portal, Ataway Director of Strategy and Alliance

PeopleSoft's Interaction Hub, formerly known as the PeopleSoft Application Portal Tool, is designed to simplify and streamline the user experience. The Interaction Hub not only allows users to access countless outside sources; it also manages existing PeopleSoft applications and displays them in an attractive and familiar way to your users.
​The PeopleSoft Interaction Hub enables you to provide a unified navigation across PeopleSoft applications and an easy way to brand your ecosystem, providing a modern look for your applications. 
The PeopleSoft Interaction Hub page allows for unified navigation -- you can link articles and pictures with just the click of a mouse. Other helpful tools, such as OrgCharts, are available with just a click from the portal page. Through the Hub you can create a multi-application system that aggregates content from various PeopleSoft applications by providing unified navigation bringing in remote applications and pagelets. This results in seamless navigation from application to application for your users. No longer will your users have to scroll through endless lists of menus: the Interaction Hub has become a one stop shop for all their needs!
January 27, 2014

No início do ano passado, a Oracle lançou uma série de eventos conhecida como a Oracle CloudWorld, o que permite líderes da Oracle e outras organizações de topo a oportunidade de compartilhar idéias sobre a melhor forma de alavancar tecnologias para impulsionar a mudança transformacional. A série se expandiu os eventos da Oracle CloudWorld ocorrem em cidades ao redor do mundo, incluindo Pequim, Bogotá, Chicago, Nova Delhi, Paris, San Francisco, Melbourne e Moscou.

Mobilidade, rede social e nuvem estão redefinindo como os negócios são feitos. A computação em nuvem está fornecendo acesso imediato às mais recentes tecnologias, permitindo às organizações inovar e prosperar. Estes foram alguns pontos-chave que foram enfatizados ao longo da série de eventos da Oracle CloudWorld.

January 25, 2014

Oracle’s release of PeopleSoft 9.2 once again shows its dedication to streamlining business processes with Activity Guides.

Activity Guides, which were first introduced in 8.53, have immensely improved in 9.2. Activity Guides are workplaces in which users are presented with actions or tasks designed by an administrator that are to be completed by a guided process. These guided processes link together separate transactions in order to complete a business process. Activity Guides are a PeopleTools feature that allow you to define guided procedures for a user or group of users to complete. Activity Guides can be used for in many ways, including:

  • • The on-boarding of a new employee
  • • Benefits enrollment.
  • • Life event changes (delivered in 9.2)
  • • Period-end closing
  • • System or feature re-configuration

PeopleSoft 9.2 delivers a guided business process for Life Events using Activity Guides.  Administrators can define tasks such as marriage or divorce, enabling users to easily change information that is pertinent to the business process. Employees process a self-service life event when there is a change in their benefits enrollment as a result of a life event, such as change in marital status, child birth or adoption. To process a life event, the user selects from the list of available life events. The user will be then guided through the required sub-steps, optional steps or action items to complete the life event. The activity guide pagelet will list all action items within the life event. The status of each action item changes as the user navigates through the item. If an employee gets married, for example, he can change his/her status and last name, and attach a marriage license within the Activity Guide.

Activity Guide buttons enable easy navigation, saving processing a life event to continue at later point, as well as actions such as cancel/delete. When a life event is completed, the activity guide will provide a visual indication.

Users can perform the following activities while processing a life event:

  • • Upload require documents: The system displays dynamically, based on the type of employee and life event, as well as document type(s) required to upload
  • • Change benefits enrollment
  • • Review benefits election to make further changes

PeopleSoft delivers out-of-the-box tools for the following life events: Marriage, Child Birth, Adoption and Divorce.

Activity Guides provide users the ability to record events without Benefits Administrator intervention.  With this new feature, the user has one central place to change or update their benefits enrollment,  personal data and Payroll.

Delivered Activity Guides can be configured to change the order of steps, make required or optional steps and, finally, provide personalized text.  Each Life Event can have its own informational text that your administrator defines to meet your requirements. This ease of use will cut down time for HR and speed up business processes, ultimately increasing user satisfaction.

Successful implementation of Activity Guides will simplify the business process once a guide is set up. PeopleSoft has aimed to make the setup of these guides as easy as possible in 9.2. An administrator will need to determine a set complex tasks which are to be completed by individual or groups of users. Once these tasks have been identified and categorized, the administrator will turn them into Activity Items -- individual steps or tasks that are defined in the Activity Guide and need to be completed by employees. After an Activity Guide has been completed, it can be interfaced with the WorkCenter, where it will display next to the transactional pagelet.

Activity Guides are very powerful and useful. They can walk users through infrequently performed self-service tasks or help power users performing complex administrative functions.   PeopleSoft 9.2 and PeopleTools 8.53 power business process with even more flexibility, allowing administrators to orchestrate business processes with any customization. The Activity will definitely cut down time for HR and Finance departments and will inevitably speed up your business processes. They provide hard dollar savings to justify an upgrade to PeopleSoft 9.2.

And finally: Matthew Haavisto in the PeopleSoft Technology Blog points us to this great video on how to create a simple activity guide. Take a look:

Consult with Ataway’s Team of Experts today, and learn how we can help you set up Activity Guides or prepare for a 9.2 upgrade.

January 3, 2014

As Internet users, we get a new search experience every few years (Amazon, Google, etc). The new PeopleTools 8.52 brings a better consumer search experience within the application. PeopleTools 8.52 introduces a new search capability that not only improves the ability of users to find content, but will also fundamentally change the way people navigate around the PeopleSoft system. PeopleSoft’s Search Framework, otherwise known as the Oracle Secure Enterprise Search, provides a standard, declarative method for creating, deploying and maintaining search indexes for all of your PeopleSoft applications. The Secure Enterprise Search (SES) provides a free text search across multiple objects and multiple instances within PeopleSoft.

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