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PeopleSoft

Enterprise Financial Management 9.0 and Beyond to 9.1

Rhonda Lash, Sales Consultant April 9, 2007

© 2007 Oracle Corporation ­ Proprietary and Confidential

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle's products remains at the sole discretion of Oracle.

© 2007 Oracle Corporation ­ Proprietary and Confidential

Agenda

· Financial Trends · PeopleSoft Financial Management 9.0 · Looking Ahead to PeopleSoft 9.1

© 2007 Oracle Corporation ­ Proprietary and Confidential

What is Finance's Value?

"Finance is among the most critical capabilities for companies aspiring to be high performance businesses."

-- Finance and Performance Management Mastery and the High Performance Business, Accenture

The correlation between finance mastery and high performance is greater than 70 percent.

-- Accenture/Hackett Group benchmarking study

"85 percent of senior executives of large, U.S.-based companies report that high-performing finance departments are a strategic weapon in their industry."

-- Corporate Finance Departments Leaving Money on the Table, PWC Management Barometer

© 2007 Oracle Corporation ­ Proprietary and Confidential

How is Finance Doing?

70%

Senior executives say their company's finance department needs improvement

Top Areas for Improvement

Effectively leveraging technology Helping the company reduce risk Providing management information for decision making Overall cost effectiveness Dealing with complexity Dealing with regulations

91% 85% 76% 74% 72% 71%

Corporate Finance Departments Leaving Money on the Table , PWC Management Barometer, 2006

© 2007 Oracle Corporation ­ Proprietary and Confidential

Why is Transforming Finance Important?

GLOBALIZATION

COMPLEXITY AND COSTS

...Today's workforce, customers, suppliers, and competitors have all become global

... Finance is always expected to control costs, and unnecessary complexity drives up costs

PROFITABLE GROWTH

REGULATIONS AND OVERSIGHT

... Not just any growth, but growth that creates value

...Companies are under pressure to do more than just meet the letter of the law

How Can Technology Help?

Complexity and Costs

"How can I spend less money and time on transaction processing while supporting business growth?"

Streamline Financial Processes · Adopt best practices by standardizing

processes and implementing shared services · Consolidate finance systems · Build a stable, yet flexible foundation for growth and change

Regulations and Oversight

"How do I get a return on the expense of managing increasing regulatory and oversight demands and risk?"

Manage Governance, Risk, & Compliance throughout the Organization · Manage compliance with one platform · Protect your enterprise from risk · Drive business performance efficiently and

effectively

Profitable Growth

"How do I partner with the business to make the right investments in products, people, projects, and processes to drive growth?"

Integrate Performance Management Across the Business · View financial and operational performance

holistically · Achieve dynamic planning and budgeting · Analyze profitability in real-time

Agenda

· Financial Trends · PeopleSoft Financial Management 9.0 · Looking Ahead to PeopleSoft 9.1

PeopleSoft Release 9.0

Release Themes PeopleSoft Enterprise 9.0, the Extended Value Release Extend Value Using Next Generation Technology Deliver Best-in-Class Business Processes Drive Superior Ownership Experience

Release 9.0 Themes

© 2007 Oracle Corporation ­ Proprietary and Confidential

Extend Value...

Integrating Key Fusion Components into Release 9

Web Services

Share Enterprise Release 9 functionality with other applications

Business Process Flow Orchestration

Define and coordinate cross-application business processes

Customer Data Hub

Consolidate, enhance, and share master customer data

XML Publisher

Enable business users to create documents leveraging XML data

© 2007 Oracle Corporation ­ Proprietary and Confidential

Web Services

Enhancing Interoperability with Other Applications

Example: Expenses Create and Maintain Travel Profiles

· · Share employee data with travel partners Synchronize employee data from Expenses or HCM

Example: General Ledger Validate Third Party Transactions

· · · Real-time checking of financial data combinations Utilize combination editing capabilities Return of valid or error status

Example: Cash Load Payments/Create Payment Requests

· · Get payment status Cancel payments

Example: Payables Procure-to-Pay Process

· · · Enable existing Enterprise Integration Points as web services Financial sanctions search Invoice payment status retrieval

In release 9 and 8.48 Tools, there are over 200 new or enhanced web services

© 2007 Oracle Corporation ­ Proprietary and Confidential

Business Process Flow Orchestration

Making PeopleSoft Applications Even More Flexible

Example: Expenses Online Travel Booking

· · Connect to travel partners via BPEL and XML Use single Sign-on to access travel partner's site

Example: Payables Digital Signatures

· · Process digitally signed invoices Provide an option for vendor to digitally sign an invoice. Upon receipt of the invoice, the customer can validate the signature Digital signatures ensure authenticity, integrity, confidentiality, as well as provide an audit trail and support non-repudiation

Integration Back Into Expenses

· Populate or associate travel reservations with travel authorizations and with expense reports

·

© 2007 Oracle Corporation ­ Proprietary and Confidential

Business Process Execution

Example: Trading Partner Compliance

Insure

Supplier Creation Invoice Creation Matching Invoice Approval

Compliance

Payment

© 2007 Oracle Corporation ­ Proprietary and Confidential

Customer Data Hub

Consolidate, Enhance, and Share Master Customer Data

Customer is updated within CRM 9...

Enterprise CRM

Customer has both FSCM 9 & CRM 9

Integration Broker

Business Event

Enterprise FSCM

Integration Broker

BPEL

CDH

A Customer is added within FSCM 9...

© 2007 Oracle Corporation ­ Proprietary and Confidential

XML Publisher

Enable Business Users to Create Documents Leveraging XML Data Data Sources

PeopleSoft Enterprise R9

CRM ESA FMS HCM SCM XML

XML Publisher

Publishing Engine

Output Formats

PDF RTF HTML XML EDI Excel

Destination

· Email · Printer · Fax

Templates

(examples)

Letters Fund Transfers

Order Confirmations Online Paychecks Government Grant Forms

Any XML Data Source

Business User

Example: General Ledger

· Dynamic recognition of chart of accounts configuration

Bills

Example: Cash

· · Cash position and forecasts available as XML reports Five new payment formats available in XML

Example: Payables

· Template-based invoices, can be used when invoices originate from check request Print invoices from regular or quick voucher pages

·

© 2007 Oracle Corporation ­ Proprietary and Confidential

PeopleSoft Release 9.0

Release Themes PeopleSoft Enterprise 9.0, the Extended Value Release Extend Value Using Next Generation Technology Deliver Best-in-Class Business Processes Drive Superior Ownership Experience

Release 9.0 Themes

© 2007 Oracle Corporation ­ Proprietary and Confidential

Best-in-Class Business Processes

Sustainable Compliance

Financial Management Solutions · Support for searching & managing

research grant opportunities through Grants.gov.

· Auto-validation of customers &

vendors against SDN(1) list via Web Services for Patriot Act's OFAC(2) regulations

· Expanded support for IFRS(3) 16

revaluation of property, plant & property assets requirements in Asset Management

· VAT Declaration Point of Accounting

Date in Billing and Receivables

Internal Controls Enforcer · Expanded reporting capabilities includes 35

reports that facilitate financial statement certification and external auditor attestment

(5) Joint Financial Management Improvement Program

· Support for Partial 224 incremental

requirements for FSIO(4) (JFMIP(5))

(1) Specially Designated Nationals (2) Office of Foreign Assets Control

(3) International Financial Reporting Standards (4) Financial System Integration Office

© 2007 Oracle Corporation ­ Proprietary and Confidential

Grants Management

Simplify the Funding Application Process

Integration with www.Grants.gov · · · · ·

Obtain and view opportunities list Preview grant applications on-line Electronically submit applications via XML Review list of submitted applications Check application status

Applicant

XM L

Additional Enhancements · Configurable links to sponsor URLs to

improve access to funding sources · Improved usability and awards processing (e.g., added criteria for proposal search)

Federal

NIH DOE NSF ...

Non-Federal

Robert Wood Johnson Pew Charitable Trust W.T. Grant Foundation ...

Asset Lifecycle Management

Strengthen Lifecycle Support Across Various Asset Types

Real Estate Management

· Added capability to pro-rate

non-monthly lease payments (e.g., quarterly)

Asset Management

· Enhanced assets revaluation

functionality for improved compliance with IAS16 guidelines

· Accommodate multiple payees / payers at the

lease transaction level · Increased automation of auditing and operating expense reconciliation

· Enhanced depreciation functionality including

redesign of load depreciation reporting for increased processing efficiency · Added ability to track additional customerspecific attributes for an asset

Maintenance Management

· Expanded downtime tracking to

determine failure cause & costs · New UIs to improve maintenance / facilities planner visibility into PM* activities & forecasts and enable O&M** users to rapidly search, setup, transfer, & manage equipment and property · New meter-reading, scheduling, & supply analytics · New condition-based monitoring to prevent failures

* Preventive Maintenance ** Operations and Maintenance

IT Asset Management

· Enhanced tracking of compliance

with software licenses to reduce audit risk and penalties

· New financial impact analysis to quickly assess

the areas of greatest financial risk · Improved usability of software authorization process to enable the change of a user's status when need for a change is first identified

Best-in-Class Business Processes

Industry Solutions

Business Services: Staffing

· Pre-populate timesheets from assignments · Leverage templates to generate & send email · Improve search functionality

Capital Program Management for Construction

· Calculate percent complete for projects and activities based on forecast · Improved visibility to project progress

Education and Research

· Streamlined processing and increased efficiency by offering an automated upload of grants given by donors

Education and Research

· Electronic submission of Federal grant proposals (grants.gov integration)

PeopleSoft Release 9.0

Release Themes PeopleSoft Enterprise 9.0, the Extended Value Release Extend Value Using Next Generation Technology Deliver Best-in-Class Business Processes Drive Superior Ownership Experience

Release 9.0 Themes

© 2007 Oracle Corporation ­ Proprietary and Confidential

Superior Ownership Experience

Financial Management Enhancements Focused on Efficiency, Productivity & Flexibility 1 2 3 4

Financial Control & Reporting Procure to Pay

· Enhanced spreadsheet support for NEXT and SpeedTypes · Enhanced combination editing · Improved electronic payment processing · Amount only requisitions · Single location for running all 1099 processes · Automated credit card transaction processing · Excel payment worksheet upload · Flexible IBAN management · Automatic capture of CUSIP-level security and market rate information for financial instruments

Credit to Cash

Cash & Treasury

© 2007 Oracle Corporation ­ Proprietary and Confidential

22

Superior Ownership Experience

Enterprise Service Automation Integration and User Experience Enhancements

Contract Management

· · · · · ·

Streamline prepaid processing for Grants Renewal pricing support for discounts Greater flexibility for invoice design New Revenue/Billing template streamline options More efficient milestone processing on revenue plans Productivity gains for price changes

Plan Execute

Program Management

· Identify qualification profiles for labor resources · Identify and plan all types of resources deployed on projects

Control

Resource Management

· Enhancements to assignment calendaring · Flexibility in assigning task categories

Project Costing

· Payroll and Time & Labor (T&L) integration to bring adjustments automatically into T&L

from Payroll; then feed into Project Costing as part of the normal integration process

© 2007 Oracle Corporation ­ Proprietary and Confidential

Agenda

· Financial Trends · PeopleSoft Financial Management 9.0 · Looking Ahead to PeopleSoft 9.1

© 2007 Oracle Corporation ­ Proprietary and Confidential

Oracle's Applications Strategy

Applications Unlimited Enables You To...

PROTECT Your Existing Investment EXTEND the Value of Your Applications EVOLVE You to the Next-Generation

© 2007 Oracle Corporation ­ Proprietary and Confidential

Oracle's Applications Strategy

Applications Unlimited Delivers More...

More Choice

· Remain On Existing Applications · Deploy Additional Modules · Upgrade To New Releases · Adopt Fusion Technology

More Visibility

· Customer-Driven Product Roadmaps

More Value

· Dedicated Development Teams · Continued Product Releases

More Time

· No Forced Upgrades · Oracle Lifetime Support

© 2007 Oracle Corporation ­ Proprietary and Confidential

Oracle's Applications Strategy

Applications Unlimited For PeopleSoft Enterprise Oracle's plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications

Latest Release

Next Release

Version 9.0

Version 9.1

Unlimited

FUSION

Unlimited

Applications Unlimited has NO impact on the targeted delivery dates for Oracle Fusion applications

© 2007 Oracle Corporation ­ Proprietary and Confidential

Serving PeopleSoft Customers

Dedicated PeopleSoft Development Team

Team Charter

· High quality production support so that our customers can run their businesses with the highest degree of software service. · Increase the value of that investment through the delivery of high-value, low risk software enhancements. · Bring innovation to these customers through the delivery of Fusion technology on the PeopleSoft Enterprise product platform.

Business Unit Scope

· Development, PeopleTools, QA, Doc/Curriculum Dev, and Product Strategy · Pillar coverage:

· · · · Human Capital Management (HCM) Financial Management Solutions (FMS) Asset Lifecycle Management (ALM) Enterprise Service Automation (ESA) · · · · · Customer Relationship Management (CRM) Supplier Relationship Management (SRM) Supply Chain Management (SCM) Enterprise Learning Management (ELM) Enterprise Performance Management (EPM)

© 2007 Oracle Corporation ­ Proprietary and Confidential

Continued Product Releases

PeopleSoft Enterprise Design Principles

Customer Intimacy

Innovation & Integration

· Adopt Next-Generation Technology · Integrate into the Heterogeneous IT Environment · Leverage the Complete Portfolio Oracle Applications

Superior Ownership Experience

· Streamline Processes · Increase Usability · Reduce Total Cost of Ownership · Continue Modular Deployment of Applications · Retain Technology Platform Openness

· Deliver Customer-Driven Enhancements · Address Industry Specific Requirements · Embed Actionable, RoleBased Analytics · Ensure Legal and Regulatory Compliance

© 2007 Oracle Corporation ­ Proprietary and Confidential

Continued Product Releases

PeopleSoft Release 9.1 Roadmap Progression

In Progress

Develop Roadmap Candidate List Finalize Release Plan

Validate Requirements

Refine List & Estimates

Design

HEUG Product Advisory Groups

· Industry Strategy · Global Strategy · User Groups · Support · Market Factors

· PeopleSoft Customer Advisory Boards · PeopleSoft Strategy Councils

· Confirm Roadmap · Business Use Cases for Requirements · Validate Designs · Customer Testing

© 2007 Oracle Corporation ­ Proprietary and Confidential

Continued Product Releases

Working with Our Customers

PeopleSoft Customer Advisory Boards & Strategy Councils

· Purpose: Validate future roadmap choices with the customer community · Customers from various industries and all sizes · Over 100 members, representing 65+ companies

© 2007 Oracle Corporation ­ Proprietary and Confidential

PeopleSoft Release 9.1

Release Themes PeopleSoft Enterprise 9.1 Enables...

Flexibility

Intelligent Business Execution

Organizational Effectiveness

Release 9.1 Themes

© 2007 Oracle Corporation ­ Proprietary and Confidential

Additional Information on 9.0

· FMS 9.0

· Statement of Direction, Release Value Proposition, Pre-Release and Release Notes on Customer Connection · Seminars On Demand on Oracle University · Advisor Calls ­ Customer Connection · Datasheets ­ Oracle.com · Training Classes ­ Oracle.com · Cumulative Feature Overviews ­ Customer Connection · For every product · Listing of features between 8.4 and 9.0

© 2007 Oracle Corporation ­ Proprietary and Confidential

© 2007 Oracle Corporation ­ Proprietary and Confidential

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