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This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Customer Perspective on
Increasing User Engagement with
PeopleSoft Fluid User Interface
This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated
recipient's organization is prohibited.
2
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Introductions
Earl C. Parks, Jr.
Executive Director/CIO
Earl.Parks@gallaudet.edu
Richard George
VP Strategic Services
Richard.George@Sierra-Cedar.com
Christina Shen-Austin
Director, HRS
christina.shen-austin@gallaudet.edu
3
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet University
For more than 150 years, Gallaudet University has led advances in education
of deaf and hard of hearing students and deaf rights worldwide.
● Bilingual Environment (American Sign Language and English)
● Still the world's first and only institution of higher education exclusively dedicated to the education
of deaf and hard of hearing students
● Extensive network of international service projects and internships
● Laurent Clerc National Deaf Education Center (K-12 Programs)
● Largest deaf-related archival collection in the world
● Largest publisher of books about and for the deaf community
● Site of the 1988 Deaf President Now movement—a catalyst for the Americans with Disabilities Act
(ADA)
There’s no other place like it in the world!
4
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet University: PeopleSoft
1999 - 2014
● PeopleSoft was deployed in 1999 - in response to possible impact of Y2K
● Three major systems (Campus Solutions/HRS, Finance)
● Some modules were not implemented
● Functional Offices drove the “Bus”
2014
● Campus Solutions and HR Database Split/Upgrade
2015-2017
● Major HR systems improvement and re-engineering
● Sierra-Cedar was engaged to help with upgrade, improvements, and
management
5
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Imagine This – Universal Design
● Universal design (often inclusive design) refers to broad-spectrum ideas meant to
produce buildings, products and environments that are inherently accessible to
older people, people without disabilities, and people with disabilities.
https://en.wikipedia.org/wiki/Universal_design
6
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Imagine This – Many Benefitted
● The first electric toothbrush … were
initially created for patients with limited
motor skills and for orthodontic patients
(such as those with braces).
https://en.wikipedia.org/wiki/Electric_toothbrush
7
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Imagine This – Actually Knowing What Was Said
8
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Imagine This – Apply for a new Job, Anywhere
● PeopleSoft Fluid Candidate Gateway
https://www.youtube.com/watch?v=uhf6rmF-Lk8
Demo:
Video,
Voice Over,
Closed Captions
9
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid, What Have Others Done?
● What is Fluid for PeopleSoft
● Where are the Majority of Customers
● Gallaudet’s Experience w/ Fluid
● Why are Organizations Moving to Fluid
● If We Could Do it Again
● Next Steps on Your Flow
10
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Fluid is …
● An easy to use, anywhere interface for your community
11
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid UI Technology – Is Here
In Use, Fully Deployed
• Homepages, Pivot Grid, Workcenters
• Dynamic grouplets (Tiles)
• Adaptive layout pages
• Pivot grid search/ SES Search
• Desktop, Tablet or Phone
• Everything built in PeopleTools
12
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid, What Have Others Done?
● What is Fluid for PeopleSoft
● Where Are The Majority Of Customers
● Gallaudet’s Experience w/ Fluid
● Why Are Organizations Moving To Fluid
● If We Could Do It Again
● Next Steps On Your Flow
13
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Where Are Many PeopleSoft Users
● Release 9.2
● Tools 8.5x
● Current Images
● Many Hybrid
● Still Loving – Classic
– Hard power users
– Heavy reporting
– One UI for not released/features
14
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Why - Isn’t Everyone Using Fluid
● Fear of unknown
● What’s the payoff
● Yikes, another project
● It won’t work for us
● What about customizations
● It’s too hard
● Our PTools is old
● Confusion on UI
– Interaction Hub
– Browsers
– Work Centers
● What is Your Reason?
15
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Weber's Law – to Notice Difference
● Weber's Law states that the change needed to notice a difference between two
stimuli is proportional to the original intensity of the stimulus. The more intense
the stimulus, the more it will need to change before we notice the difference. If
you are lifting ten pounds, you only need a little more weight added on to
notice the difference (1 pound to be exact).
● So, what is the difference between PS Classic vs PS Fluid
http://www.appsychology.com/Book/Biological/perception.htm
16
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Classic - PS 9.2, PTools 8.55
17
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Productivity is about transforming the User Experience
n = 900
3.5
Average User Experience Scores
3.0
Average User Experience Scores
Note these include combination and hosted environments
~17%
18
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Plans For Replacing HR Technologies
40% of Organizations are planning to replace or evaluating options
18
62%
17%
21%
68%
13%
18%
64%
15%
20%
57%
19%
24%
4X
More likely to replace a
vendor if User Experience
Score is low
18
WFM SuitePayrollHRMS TM Suite
Replace in
12–24 MonthsNo Change Evaluating
19
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Cloud & PeopleSoft Fluid both have Great User Experience
n = 980
3.5
Average User Experience Scores
3.5
Average User Experience Scores
Note these include combination and hosted environments
Cloud screen shot
Eliminated
20
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
High TechHealthManu-
facturing
Sierra-Cedar 2016–2017 HR Systems Survey
Demographics: All Respondents
20
Trans./Comm.
Utilities
Higher EdFinance Retail Ag. Mining.
Const.
16% 15% 14% 14%
11%
9% 8% 7% 7%
Other
20.6 Million Employees/Contingents
Avg. number of Employees = 13,551
1,528
Organizations
1,528
Organizations
Industries
56%
21%
23%
21
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
● What Is Fluid For PeopleSoft
● Where Are The Majority Of Customers
● Gallaudet’s Experience w/ Fluid
● Why Are Organizations Moving To Fluid
● If We Could Do It Again
● Next Steps On Your Flow
PeopleSoft Fluid, What Have Others Done?
22
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet - Why Change, to Realize Our Vision
● HRS’ desire to move to Workday
● Required a Mobile-Friendly Version/App
● Ongoing issues with third party Timekeeping/Payroll
● Paper-intensive processes
– Leave/Absence Management
– Personnel Actions (onboard, separation)
– Online applications
● Not all PS modules were utilized
● User experience not great
● Increased Efficiency & $
23
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet – Our Expectations
● Enable budget heads to conduct transactions
● Integration with existing timeclocks
● T&L and AM  3rd Party Payroll
● Paperless
● Training changes
● Security changes to support Fluid
– PS internal security
– Mobile security
● Minimize customizations
24
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet - Results
● Online Applications
● MSS and ESS Dashboards
● Increased awareness and accountability (Budget Unit Head/Supervisors)
● Quicker and visual access to tools/functions – enabling users to leverage system
● Flexible “punch in/out” with fluid-enabled webclock
● Quicker turnaround time (timekeeping)
● Cost savings – physical clocks not needed
25
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet – Results e.g., Mobile Fluid Web Clock
One of the
benefits for
employees is
an on
demand
summary of
unpaid time.
26
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet – Lessons Learned (Functional)
● Policy clarifications– e.g., allowable locations, where can employees punch in/out
● Explicit support from the top
● Business process changes expose existing deficiencies
– Pushing back on HR “mission creep”
– Accountability: budget unit heads were not always approving payroll
– Shadow HR practices
● Pilot groups/phased deployment
– ID departments with many types of workers, including students
– ID departments who can help champion the project
– Several pay cycles between pilot groups
27
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Gallaudet – Lessons Learned (Technical)
● Geo-tagging (GT) of punch in/out configuration
(to support mobile punch in/out)
– Minor network updates improved GT accuracy
● Allow time for system stabilization
● Verify functionality works as expected
(NA Payroll)
● Security profiles and role settings for
both Classic and Fluid
● Dev, Test, and Prod environments
were not in sync
● “Gold” environment
28
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid, What Have Others Done?
● What Is Fluid For PeopleSoft
● Where Are The Majority Of Customers
● Gallaudet’s Experience with Fluid
● Other Organizations Move To Fluid
● If We Could Do It Again
● Next Steps For Your Flow
29
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
General Expectations for PeopleSoft Fluid UI
● Simple to understand
● Users use the system more
● Transactions take less time/paper
● Decreased Training
● Help Desk calls decrease
● User Engagement
– User experience score
● Unified Interface
– PeopleSoft
– Oracle Cloud
– Smart phones
– Etc.
30
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
The Results vs. Expectations
● Training did indeed decrease
● Users do find it easier to use
● Help Desk calls, looking good, too
early to tell
● Transactions take less time
● User engagement scores ,
dramatically increased
31
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Result – Healthcare Supply Chain Simplification
● Healthcare – end user training from 4hrs to 1hr
for TL/AM module
● Healthcare – TL/AM went from nine Classic
pages to three Fluid screens
● Fluid mobile supply chain deployed iPads
– Use a split screen, PS on ½, Cerner on ½
– Real time analysis from overnight inventory counts
– Replaced overnight reporting which was always late
– Changed out-of-stock situations to real-time counts
32
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid, What Have Others Done?
● What Is Fluid For PeopleSoft
● Where Are The Majority Of Customers
● Gallaudet’s Experience w/ Fluid
● Why Are Organizations Moving To Fluid
● If We Could Do it Again
● Next Steps On Your Flow
33
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
20-20 Hindsight
● Include it with an upgrade vs. a separate project
● Communicate with your users
– Tell them what is coming
– Set up training kiosks, videos, presentations, small meetings
– Seek there thoughts & opinions
● Training for initial deployment, then back down
● Deploying Mobile, train on form factors
● Geotag transactions
● Create new Tiles
● Do it now, keep current
34
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Lessons Learned
● Converting a classic component to a fluid component takes time/thought
● Spend time analyzing UI requirements, design options, considerations
● Some functions are not meant for the small form factor
● Some app elements must be analyzed/adjusted, such as page layout
● Some app elements like PeopleCode logic, can be re-used with little/no change
● Does a component need to change for different form factors
● Should a component leverage a device capability, e.g., GPS, camera, etc.
● Could a component use PeopleTools features, e.g., Pivot Grids, Related Actions
● Keep a copy of the Classic Component
● Keep Current, e.g., Converting Classic PIA Components … Document # 1984833.1
35
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
PeopleSoft Fluid, What Have Others Done?
● What is Fluid for PeopleSoft
● Where are the Majority of Customers
● Gallaudet’s Experience w/ Fluid
● Why are Organizations Moving to Fluid
● If I Could Do it Again
● Next Steps for Your Journey
36
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Where do you go from here?
37
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Next Steps – Take Action
● Develop & Share Your Strategic Vision
● Evaluate Your Options
● Document Your Systems Strategy
● Create Detailed Technology Roadmap
● Execute, Execute, Execute
38
This document was prepared for the exclusive use of the designated recipient and contains proprietary and
confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
Employees
Thousands
of Years of
Experience
Service & Solution Areas
Application Services
Business Intelligence
Host & Managed Services
Infrastructure Services
Integration & Cloud Solutions
Research
Strategy
Training
Delivering industry-focused client success by providing consulting, technical, and managed services
for the deployment, management and optimization of next-generation applications and technology.
Industry Focus
Commercial
Healthcare
Higher Education
Public Sector
Justice & Public Safety
Sierra-Cedar Fast Facts
Years of Leading
HR Systems Survey &
Research
7 18 900+
5

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R_George_CAS4329-PS_Fluid_Gallaudet_Sierra-Cedar

  • 1. This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Customer Perspective on Increasing User Engagement with PeopleSoft Fluid User Interface This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited.
  • 2. 2 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Introductions Earl C. Parks, Jr. Executive Director/CIO Earl.Parks@gallaudet.edu Richard George VP Strategic Services Richard.George@Sierra-Cedar.com Christina Shen-Austin Director, HRS christina.shen-austin@gallaudet.edu
  • 3. 3 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet University For more than 150 years, Gallaudet University has led advances in education of deaf and hard of hearing students and deaf rights worldwide. ● Bilingual Environment (American Sign Language and English) ● Still the world's first and only institution of higher education exclusively dedicated to the education of deaf and hard of hearing students ● Extensive network of international service projects and internships ● Laurent Clerc National Deaf Education Center (K-12 Programs) ● Largest deaf-related archival collection in the world ● Largest publisher of books about and for the deaf community ● Site of the 1988 Deaf President Now movement—a catalyst for the Americans with Disabilities Act (ADA) There’s no other place like it in the world!
  • 4. 4 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet University: PeopleSoft 1999 - 2014 ● PeopleSoft was deployed in 1999 - in response to possible impact of Y2K ● Three major systems (Campus Solutions/HRS, Finance) ● Some modules were not implemented ● Functional Offices drove the “Bus” 2014 ● Campus Solutions and HR Database Split/Upgrade 2015-2017 ● Major HR systems improvement and re-engineering ● Sierra-Cedar was engaged to help with upgrade, improvements, and management
  • 5. 5 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Imagine This – Universal Design ● Universal design (often inclusive design) refers to broad-spectrum ideas meant to produce buildings, products and environments that are inherently accessible to older people, people without disabilities, and people with disabilities. https://en.wikipedia.org/wiki/Universal_design
  • 6. 6 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Imagine This – Many Benefitted ● The first electric toothbrush … were initially created for patients with limited motor skills and for orthodontic patients (such as those with braces). https://en.wikipedia.org/wiki/Electric_toothbrush
  • 7. 7 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Imagine This – Actually Knowing What Was Said
  • 8. 8 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Imagine This – Apply for a new Job, Anywhere ● PeopleSoft Fluid Candidate Gateway https://www.youtube.com/watch?v=uhf6rmF-Lk8 Demo: Video, Voice Over, Closed Captions
  • 9. 9 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid, What Have Others Done? ● What is Fluid for PeopleSoft ● Where are the Majority of Customers ● Gallaudet’s Experience w/ Fluid ● Why are Organizations Moving to Fluid ● If We Could Do it Again ● Next Steps on Your Flow
  • 10. 10 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Fluid is … ● An easy to use, anywhere interface for your community
  • 11. 11 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid UI Technology – Is Here In Use, Fully Deployed • Homepages, Pivot Grid, Workcenters • Dynamic grouplets (Tiles) • Adaptive layout pages • Pivot grid search/ SES Search • Desktop, Tablet or Phone • Everything built in PeopleTools
  • 12. 12 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid, What Have Others Done? ● What is Fluid for PeopleSoft ● Where Are The Majority Of Customers ● Gallaudet’s Experience w/ Fluid ● Why Are Organizations Moving To Fluid ● If We Could Do It Again ● Next Steps On Your Flow
  • 13. 13 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Where Are Many PeopleSoft Users ● Release 9.2 ● Tools 8.5x ● Current Images ● Many Hybrid ● Still Loving – Classic – Hard power users – Heavy reporting – One UI for not released/features
  • 14. 14 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Why - Isn’t Everyone Using Fluid ● Fear of unknown ● What’s the payoff ● Yikes, another project ● It won’t work for us ● What about customizations ● It’s too hard ● Our PTools is old ● Confusion on UI – Interaction Hub – Browsers – Work Centers ● What is Your Reason?
  • 15. 15 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Weber's Law – to Notice Difference ● Weber's Law states that the change needed to notice a difference between two stimuli is proportional to the original intensity of the stimulus. The more intense the stimulus, the more it will need to change before we notice the difference. If you are lifting ten pounds, you only need a little more weight added on to notice the difference (1 pound to be exact). ● So, what is the difference between PS Classic vs PS Fluid http://www.appsychology.com/Book/Biological/perception.htm
  • 16. 16 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Classic - PS 9.2, PTools 8.55
  • 17. 17 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Productivity is about transforming the User Experience n = 900 3.5 Average User Experience Scores 3.0 Average User Experience Scores Note these include combination and hosted environments ~17%
  • 18. 18 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Plans For Replacing HR Technologies 40% of Organizations are planning to replace or evaluating options 18 62% 17% 21% 68% 13% 18% 64% 15% 20% 57% 19% 24% 4X More likely to replace a vendor if User Experience Score is low 18 WFM SuitePayrollHRMS TM Suite Replace in 12–24 MonthsNo Change Evaluating
  • 19. 19 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Cloud & PeopleSoft Fluid both have Great User Experience n = 980 3.5 Average User Experience Scores 3.5 Average User Experience Scores Note these include combination and hosted environments Cloud screen shot Eliminated
  • 20. 20 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. High TechHealthManu- facturing Sierra-Cedar 2016–2017 HR Systems Survey Demographics: All Respondents 20 Trans./Comm. Utilities Higher EdFinance Retail Ag. Mining. Const. 16% 15% 14% 14% 11% 9% 8% 7% 7% Other 20.6 Million Employees/Contingents Avg. number of Employees = 13,551 1,528 Organizations 1,528 Organizations Industries 56% 21% 23%
  • 21. 21 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. ● What Is Fluid For PeopleSoft ● Where Are The Majority Of Customers ● Gallaudet’s Experience w/ Fluid ● Why Are Organizations Moving To Fluid ● If We Could Do It Again ● Next Steps On Your Flow PeopleSoft Fluid, What Have Others Done?
  • 22. 22 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet - Why Change, to Realize Our Vision ● HRS’ desire to move to Workday ● Required a Mobile-Friendly Version/App ● Ongoing issues with third party Timekeeping/Payroll ● Paper-intensive processes – Leave/Absence Management – Personnel Actions (onboard, separation) – Online applications ● Not all PS modules were utilized ● User experience not great ● Increased Efficiency & $
  • 23. 23 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet – Our Expectations ● Enable budget heads to conduct transactions ● Integration with existing timeclocks ● T&L and AM  3rd Party Payroll ● Paperless ● Training changes ● Security changes to support Fluid – PS internal security – Mobile security ● Minimize customizations
  • 24. 24 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet - Results ● Online Applications ● MSS and ESS Dashboards ● Increased awareness and accountability (Budget Unit Head/Supervisors) ● Quicker and visual access to tools/functions – enabling users to leverage system ● Flexible “punch in/out” with fluid-enabled webclock ● Quicker turnaround time (timekeeping) ● Cost savings – physical clocks not needed
  • 25. 25 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet – Results e.g., Mobile Fluid Web Clock One of the benefits for employees is an on demand summary of unpaid time.
  • 26. 26 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet – Lessons Learned (Functional) ● Policy clarifications– e.g., allowable locations, where can employees punch in/out ● Explicit support from the top ● Business process changes expose existing deficiencies – Pushing back on HR “mission creep” – Accountability: budget unit heads were not always approving payroll – Shadow HR practices ● Pilot groups/phased deployment – ID departments with many types of workers, including students – ID departments who can help champion the project – Several pay cycles between pilot groups
  • 27. 27 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Gallaudet – Lessons Learned (Technical) ● Geo-tagging (GT) of punch in/out configuration (to support mobile punch in/out) – Minor network updates improved GT accuracy ● Allow time for system stabilization ● Verify functionality works as expected (NA Payroll) ● Security profiles and role settings for both Classic and Fluid ● Dev, Test, and Prod environments were not in sync ● “Gold” environment
  • 28. 28 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid, What Have Others Done? ● What Is Fluid For PeopleSoft ● Where Are The Majority Of Customers ● Gallaudet’s Experience with Fluid ● Other Organizations Move To Fluid ● If We Could Do It Again ● Next Steps For Your Flow
  • 29. 29 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. General Expectations for PeopleSoft Fluid UI ● Simple to understand ● Users use the system more ● Transactions take less time/paper ● Decreased Training ● Help Desk calls decrease ● User Engagement – User experience score ● Unified Interface – PeopleSoft – Oracle Cloud – Smart phones – Etc.
  • 30. 30 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. The Results vs. Expectations ● Training did indeed decrease ● Users do find it easier to use ● Help Desk calls, looking good, too early to tell ● Transactions take less time ● User engagement scores , dramatically increased
  • 31. 31 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Result – Healthcare Supply Chain Simplification ● Healthcare – end user training from 4hrs to 1hr for TL/AM module ● Healthcare – TL/AM went from nine Classic pages to three Fluid screens ● Fluid mobile supply chain deployed iPads – Use a split screen, PS on ½, Cerner on ½ – Real time analysis from overnight inventory counts – Replaced overnight reporting which was always late – Changed out-of-stock situations to real-time counts
  • 32. 32 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid, What Have Others Done? ● What Is Fluid For PeopleSoft ● Where Are The Majority Of Customers ● Gallaudet’s Experience w/ Fluid ● Why Are Organizations Moving To Fluid ● If We Could Do it Again ● Next Steps On Your Flow
  • 33. 33 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. 20-20 Hindsight ● Include it with an upgrade vs. a separate project ● Communicate with your users – Tell them what is coming – Set up training kiosks, videos, presentations, small meetings – Seek there thoughts & opinions ● Training for initial deployment, then back down ● Deploying Mobile, train on form factors ● Geotag transactions ● Create new Tiles ● Do it now, keep current
  • 34. 34 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Lessons Learned ● Converting a classic component to a fluid component takes time/thought ● Spend time analyzing UI requirements, design options, considerations ● Some functions are not meant for the small form factor ● Some app elements must be analyzed/adjusted, such as page layout ● Some app elements like PeopleCode logic, can be re-used with little/no change ● Does a component need to change for different form factors ● Should a component leverage a device capability, e.g., GPS, camera, etc. ● Could a component use PeopleTools features, e.g., Pivot Grids, Related Actions ● Keep a copy of the Classic Component ● Keep Current, e.g., Converting Classic PIA Components … Document # 1984833.1
  • 35. 35 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. PeopleSoft Fluid, What Have Others Done? ● What is Fluid for PeopleSoft ● Where are the Majority of Customers ● Gallaudet’s Experience w/ Fluid ● Why are Organizations Moving to Fluid ● If I Could Do it Again ● Next Steps for Your Journey
  • 36. 36 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Where do you go from here?
  • 37. 37 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Next Steps – Take Action ● Develop & Share Your Strategic Vision ● Evaluate Your Options ● Document Your Systems Strategy ● Create Detailed Technology Roadmap ● Execute, Execute, Execute
  • 38. 38 This document was prepared for the exclusive use of the designated recipient and contains proprietary and confidential information of Sierra-Cedar, Inc. Distribution outside the designated recipient's organization is prohibited. Employees Thousands of Years of Experience Service & Solution Areas Application Services Business Intelligence Host & Managed Services Infrastructure Services Integration & Cloud Solutions Research Strategy Training Delivering industry-focused client success by providing consulting, technical, and managed services for the deployment, management and optimization of next-generation applications and technology. Industry Focus Commercial Healthcare Higher Education Public Sector Justice & Public Safety Sierra-Cedar Fast Facts Years of Leading HR Systems Survey & Research 7 18 900+ 5