Committed to your Success… University System of Maryland PeopleSoft Software User Conference June 10, 2005.

Committed to yourSuccess…

University System of Maryland PeopleSoft Software User Conference

June 10, 2005

2Joe Burkhart

Director, Higher Education SolutionsJune 10, 2005

John HarrisonVP, Higher Education Services, Cedar

AGENDA

● Introductions

● Fear, Uncertainty & Doubt

● The Journey to Project Fusion

● What is Project Fusion?

● The Plans – Clearing up the Confusion

● What This Means for You

● Questions and Answers

3Joe Burkhart



FUD?Fear, Uncertainty and Doubt

FUD was first defined by Gene Amdahl after he left IBM to found his own company, Amdahl: "FUD is the fear, uncertainty, and doubt that IBM sales people instill in the minds of potential customers who might be considering Amdahl products."

Eric S. Raymond speaks more about this in The Jargon File:

"The idea, of course, was to persuade buyers to go with safe IBM gear rather than with competitors' equipment. This implicit coercion was traditionally accomplished by promising that Good Things would happen to people who stuck with IBM, but Dark Shadows loomed over the future of competitors' equipment or software. After 1991 the term has become generalized to refer to any kind of disinformation used as a competitive weapon."

4Joe Burkhart



So What FUD Is On The Street?

Oracle is not committed to the higher education market

Fusion is ConfusionFusion will require a re-implementation

We’ll address these and other FUD rumors as we talk today

5Joe Burkhart



Oracle…We’ve ALWAYS enabled Software Journeys

Automating business processes Providing accurate, timely answers to every important

business question Delivering the highest Total Ownership Experience

Enabling our Customers to succeed while leveragingEVERY improvement in technology!

Mainframe Key Punch

Mainframe Online

Client Server Applications

Internet Applications

Service Oriented Applications

6Joe Burkhart



a definition…

1 : the act or process of liquefying or rendering plastic by heat

2 : a union by or as if by melting: as a : a merging of diverse, distinct, or separate elements into a unified whole

FUSION!Oracle’s Project Fusion is the continuing journey of technology

evolution incorporating the most advanced proven technology and a super set of features and functions taken from all from

product lines. For our customers it meansProviding access to the most current technology; and Providing the means to meet the ever changing and

increasing service needs of their constituents .

7Joe Burkhart



Oracle Project Fusion…continuing the journey

Rel. 8 9 10 11 11i 12…

Oracle eBusiness Suite

Oracle PeopleSoft Enterprise

We (and 80% of our customers)

ARE here!

We (and our customers) WILL

be here!

Datalogixacquisition

UnifiedData Model

Vantiveacquisition

JD Edwardsacquisition

Rel. 6 7 7.5 8 8.9 9…

“IndustryStandard”

Support EOL(RDB)

Support Commitment – 2013

ProjectFusion

Support Commitment – 2013

Character Mode

Client Server

InternetArchitecture

FusionMiddleware(CDH, etc.)

8Joe Burkhart



SOA-based ERP…the next generation!

BPEL

Work Flow

OC4J

WSIF

ESBEDA

GUID

WDSL

XML

UDDI

SOAPBAM

Orchestration

JMS

EAI

Enterprise Service Bus

BAMBPMB2B Data HubInterConnect

AdaptersRoutingTransformationMessaging

Oracle…

Nobody left

behind

9Joe Burkhart



How Does Fusion Benefit You?

Technology Staff

End Users

Constituents

Fewer Tool Sets

Less Complex Integrations

Reduced Maintenance Costs

Increased Data Quality

Fewer Development Limitations

Best In Class Functionality

Increased Data Quality

Increased Product Choices

Integration With 3rd Party Solutions and External Partners

Improved Service

Enhanced Experience

Increased Personalized Service

New Potential Services

10Joe Burkhart



Our Fusion Commitment…Continuity & Choice

Customer-paced upgrades No disruptions that erode your investment Enhanced data continuity Greater technology platform choice Visibility into product development plans Partners you trust

11Joe Burkhart



Our Fusion Commitment…Product Excellence

Information-driven ApplicationsSingle Data SchemaEmbedded Business IntelligenceEmbedded Collaboration

Adaptive Business Processes Lowest total Cost of Ownership

Design Principles…

12Joe Burkhart



Our Fusion Commitment…Ensuring Your Success

Complete Visibility – White Papers Senior Management Visits

Customer EventsPartner Events

Oracle Open World…18 – 22 Sep 2005

13Joe Burkhart



Will there be automated upgrade to the next releases and to Project Fusion and what is our recommended roadmap?

Automated upgrade path from 2 releases

PeopleSoft Enterprise 8.9 9 Fusion

JD Edwards EnterpriseOne 8.11 8.12 Fusion

Oracle E-Business Suite 11i.10 12 Fusion

CurrentRelease

NextRelease

14Joe Burkhart



20062006

HCM Roadmap

20052005

EnterpriseHCM 8.9

• Core HRMS / Hourly and union workforce

• Person Model• Contingent Workforce • Payroll Solutions• Recruiting Solutions• Time and Labor• Benefits• ePerformance• Absence Management• HR Help Desk• Workforce Analytics• Sales Incentive

Management

Real time analytics for Core HR, Recruiting, Learning Mgmt

20072007

Operational Dashboards

Fusion Architecture

Enterprise HCM 9.0

CommittedPlanning

First use of Fusion :

Data Hubs

Transaction Bases

Enterprise:

ELM V9.0

Version 9.0 of HCM

Fusion Architecture:

Next generation Platform

Standards based

Web Services

Process modeling

In-line analytics

Customer/product data management

Application Server

Identity management

20082008Individual

Fusion Applications

Fusion Suite

Fusion Applications

Fusion Suite

20042004

15Joe Burkhart



HCM Release 9.0 Themes● Extending Your HCM Investment

» Extend HCM foundation: HR, Benefits, T&L, Payrolls, Absence, Pension» Common Components—Delegation, Correspondence Mgmt» Cross Product Integration Candidates—On Premise, OnDemand» Web Services

● Talent Management» Product Extensions—Recruiting, ePerformance, ELM,» Integrations: Oracle Comp, Comp:ePerformance, ELM:ePerformance» Talent Mgmt Dashboard» Collab Workspace

● Industry Enhancements– Extending Core HR for Federal, Military, Healthcare, Retail, Manufacturing

● Global Expansion» Global core product extensions—HR, Payroll, Talent Mgmt» Cross product integrations

• Global Benefits? ORCL Global Payroll to PS HRMS? ● Workforce Information Excellence

» Dashboards» Workforce Analytics/HRMS Warehouse content: Talent Mgmt, others

● TOE● Fusion Preview

16Joe Burkhart



HRMS Higher Ed Roadmap

Target Release

Enhancement 9.0 Fusion NotesMultiple Jobs Fixes Includes effective-dating of primary paygroup

and more flexibility in how multiple jobs impact benefits and payroll

NRA Processing Will need to leverage Oracle eBS integration with Windstar for this.

Contract Pay Need ability to associate multiple contracts to multiple jobs, flexible schedules, daily rates, off-cycle starts and terminations.

Self-service Pay Advice Ability to access and print a ‘printer-friendly’ pay advice’

Self-service W-2 Ability to access and reprint a ‘printer-friendly’ W-2/T-4

Commitment Accounting / Position Budgeting Enhancements

Includes support for recurring/non-recurring budgets, better forecasting, edit checking and real-time integration with EPM and GL

17Joe Burkhart



Financials Roadmap

FSCM 8.8FSCM 8.8

(IC Enforcer) FSCM 8.9

2003 2004 1H

2005Q4 1H 2H

2006 1H 2H

FSCM 9.0

2007

• Best Practices• Increase TOE and Decrease TCO• Industry Extensions• IT Governance • Asset Lifecycle Management

• IT Asset Management• Real Estate Management• Operating Equipment Asset

Management

Focus Areas

2008

Initial FusionApps

1st FusionSuite

18Joe Burkhart



FMS 8.9 Release - Top Initiatives

● Corporate Compliance

– IFRS & Sarbanes-Oxley

● Asset Lifecycle Management

– Maintenance Management

– Real Estate Management

– IT Asset Management

● IT Governance

– Establish Leadership with ESA for IT

● Increase TOE and Decrease TCO

– Performance and Usability

● Industry Extensions

– Government Contracting

– Staffing

– Grants Management (Federally Funded Projects)

19Joe Burkhart



FMS 9.0 Release Theme

● Customer Satisfaction and Retention

– Audits/Controls/Reporting

» Includes identified items related to SOX; additional reports, redesigned inquiries, etc.

– Total Ownership Experience (TOE)

» Continued focus on usability, performance as well as "cleaning up" or redesigning as necessary

– Multi-National

» Global Accounting Standards, IFRS, IBAN, Payment Formats, etc.

– Enhanced Industry Solutions

» Largely around Commitment Control, Grants, etc.

20Joe Burkhart



FMS Higher Ed Roadmap

● Commitment Control – automated maintenance for multi-level commitment control budgets (in

8.9)

– budget journal copy (in 8.9)

– Commitment control budget journal approval workflow (9.0?)

– enhancing operational and reporting solutions in Commitment Control (9.0?)

● Grants – Functionality for protocol management (in 8.9)

– Workflow functionality to automate proposal/protocol functionality (in 8.9)

– UI improvements for Grants proposals (8.9)

– Effort Certification (9.0?)

– Electronic Submission of Proposals (groundwork to be set in 9.0, complete solution beyond)

● Asset Management – Plant fund accounting support (added in 8.9)

21Joe Burkhart



20062006

Campus Solutions Roadmap

20052005

CS 8.9

• Services Framework for HRMS Integration

• Global Functionality• Unicode• Person Model• Enhanced Self-Service• Student Center/Faculty

Center• Equation Engine• Prospect Creation• Search/Match• Appointment Redesign• Fin Aid Packaging

ANZ regs, upgrade

More self-service

Results Analysis db purge

CR Enhancements

SAP

Admin view of self-service

CRC, phase 2

20072007

Post-8.9 Fusion Architecture CS 9.0

CommittedPlanning

First use of Fusion :

Data Hubs

Transaction Bases

Version 9.0 of CS

Fusion Architecture:

Next generation Platform

Standards based

Web Services

Process modeling

In-line analytics

Customer/product data management

Application Server

Identity management

20082008Individual

Fusion Applications

Fusion Suite

Fusion Applications

Fusion Suite

20042004

22Joe Burkhart



Release 9 for CS

● Extending customers’ CS Investment– 360 degree view for administrators– Enhance transcript creation options– External award processing (Fin Aid)– Enhance External Organization processing

● Virtual Campus– Enrollment ‘backpack’ – integrating Advisement functions

with enrollment– Extending eCommerce

● Support for Information-Driven Institution– EPM for CS

● Global– European Invoicing

23Joe Burkhart



Fusion Ideas for Campus Solutions

● Early Student System Fusion Candidates– Enrollment Backpack Plus!

– Enrollment Management Dashboard and Framework

– Learning Management » Build, Partner, Buy decision

– Enabler: Data Hub—Person Data,

Student Data

– Enabler: BPEL used to support student

admittance, curriculum management,

research and grants integration

● Longer Term SIS Fusion Candidates– ‘Eeducation’ Infrastructure –

framework for symbiosis of

academic/administrative systems» Global framework

– Build/Partner/Buy» Curriculum Management» Research» Event Management» Career Services» Housing» Smart Cards

– Business Intelligence» Operational Dashboards

– Mobile campus– Support for new education models

» Pay to Enroll» Termless processing

24Joe Burkhart



Proposed FootprintA product superset

Alumni Alumni DevelopmentDevelopment

Degree AuditDegree Audit TechnologyTechnology PortfolioPortfolio

ERPERPERPERP Core Student SystemCore Student SystemCore Student SystemCore Student System Learning MgmtLearning MgmtLearning MgmtLearning Mgmt

eEducation Infrastructure

25Joe Burkhart



Our Fusion Commitment…Ensuring Your Success

Complete Visibility – White Papers Senior Management Visits Customer Events Partner Events Oracle Open World…18 – 22 Sep 2005 Higher Education User Group – March 2006

Higher Education Executive Advisory Council Higher Education Product Advisory Groups

Educause Nacubo

26Joe Burkhart



USM Questions Why should we upgrade to Fusion?

What is the Fusion rollout schedule?

What is the driver for the development of Fusion? Is it increased functionality in the apps or simply a new approach to technology?

Will the PeopleSoft Internet Architecture be replaced? How does Fusion affect the development toolkit of PS?

Will we have to buy new hardware?

Will we need to change/upgrade my database? What is the Oracle stance on support for SQL server?

What does "end-of life" for PeopleSoft products really mean?

What commitment will Oracle make to assure that the transition to Fusion is more of an upgrade than a completely new implementation?

Will Oracle actively support the Higher Ed Users Group? Will Oracle continue to support a separate higher education annual conference?

What input will clients have in the discussion of which functionalities will go into Fusion from PeopleSoft and Oracle apps?

27Joe Burkhart



Questions

•What kind of communication mechanisms will Oracle have in place to keep clients up to date on its decision making in this area?

•Where is the official place to learn about Fusion? www.oracle.com/peoplesoft/index.

•Are there any higher ed institutions signed on to be a Beta Site? Who are they? What is their implementation schedule?

•Can we see the Product documentation, a demonstration of the Fusion system before we pay for it?

•If the development of Fusion products takes longer than anticipated, what adjustments will be made to the PeopleSoft product retirement schedule for 8.9/9.0? Will there be an upgrade path from 8.9 directly to Fusion without going to 9.0?

•What commitment will the institutions have to make in terms of staffing, costs, timelines, readiness, etc? When will we know what impacts this transition will have on institutional budgets?

•Will we need consultants to assist me?

•When can our people be trained, and what training do they need? Functional? Technical?

•What product set is Oracle currently selling to the Higher Education Market?

28Joe Burkhart




Oracle is not committed to the higher education market– Education is one of the Top 10 strategic industries for Oracle

– Dedicated industry focus teams in development marketing and sales

– Dedicated product development organization—largest in Oracle

– Industry-specific leads in product strategy

– Executive Advisory Board—only industry in Oracle with this level of influence

– Clear Process for Customer Input to Product• Product Advisory Groups• Product Advisory Councils• Executive Advisory Board

29Joe Burkhart




Fusion is Confusion– It’s a new technology and a new paradigm, we have a track record of

bringing our customers along to the latest technology with 80% in eBusiness suite customers on the latest release.

– 10 years ago higher education was slowly accepting the fact that client server technology was NOT risky Bleeding Edge technology. Oracle will continue to provide our customer with advance business solutions supporting by proven Leading Edge technology driven by market, competition and technical advances.

– We are providing more insight into our technology and development plans than any other vendor at the risk or sharing proprietary and competitive knowledge

30Joe Burkhart




Fusion will require a re-implementation– Oracle is committed and has a proven track record of providing

upgrade paths successfully migrating our clients to the most current technology release

– Oracle has adopted PeopleSoft Total Ownership Experience program which lead to:

» 40% Less time for vanilla application upgrades

» 25% Less time for customized application upgrades

» 80% Fewer steps to apply maintenance updates

» 34% Fewer incoming calls per customer

» 44% Less time to resolve and close support cases

31Joe Burkhart



Oracle Project Fusion…

Continuing to bring truevalue to your Institution

while leveraging technologyinnovation!

Oracle…

Nobody left

behind

Committed to your Success… University System of Maryland PeopleSoft Software User Conference June 10, 2005.

Documents

higher education solutions

higher education services

higher education market

john harrison vp

joe burkhart director

oracle project fusion

confusion fusion

oracles project fusion