PeopleTools 8.50 and PeopleSoft HCM 9.1 Available

PeopleTools 8.50 and PeopleSoft Human Capital Management (HCM) 9.1 are now generally available. Read more about PeopleTools at the PeopleSoft Technology Blog and about PeopleSoft HCM 9.1 here. Read up on all of PeopleSoft Enterprise at the PeopleSoft Enterprise Information Portal.

If you are headed to OpenWorld (like me) and work with PeopleSoft HCM and Financials (like me), check out the Focus On documents:

Focus On PeopleSoft Human Capital Management

Focus On PeopleSoft Financial Management

Catch up with me on Twitter (@badgerworks) and occasionally over on Oraclenerd.

Top 5 FAQ for Large-Scale Solutions for Small Enterprises: a Brief How (and Why) To

Chet (Oraclenerd) asked me to write a guest post for his blog recently. My first post is called “Large-Scale Solutions for Small Enterprises: a Brief How (and Why) To” and includes a link back here for a few FAQs. Here they are:

1. Are you making this stuff up?

I get this question more often outside of Education & Research industry events. No, I am not making it up; we do what we say we do — since 1999. Check out our cred from Oracle or come visit or grab me at Alliance.

2. Are you doing it wrong?

I ask myself this question every day. We are not perfect (who is?), but we get the job done. Our measures of success are pretty basic: we pay people, we keep our systems up, our people do their jobs, we pay our vendors, and so on. We validate our practices by joining a statewide group of project managers — we provide a support system for each other and make sure that we aren’t ‘doing it wrong.’

3. Do you have many single points of failure?

We do; but we also have a flexible, committed, and resourceful staff. We have been in production with our PeopleSoft applications since 1999; we do what we can to mitigate risk while focusing on getting the job done however we can. “The perfect is the enemy of the good.”

4. Why are you using a large solution for a small enterprise?

I covered this question in the Oraclenerd post:

“A colleague from a large university asked me recently why, for an organization our size, we did not use a much smaller solution (I think he suggested QuickBooks, +1 for snark). It is a fair question with a simple answer. While our organization is smaller than a larger university, the complexity of our business requirements is comparable. For example, our payroll contains all of the variations of a larger university: full time and part time staff, faculty contracts of every imaginable period of time, student employees, contingent workers, and so on. To use a smaller solution to handle that complexity would require a larger and far more specialized payroll staff, at least some custom application development, and a different IT support structure. All of those things are costly. Instead, we let Oracle worry about providing the functionality to meet those requirements, we let our payroll staff adjust their business processes around that functionality (we are mean that way), provide general IT support from our small pool of staff, and leverage our user group for strategic direction and answers to tough questions. So, to answer my colleague’s question, we use a large solution like Oracle PeopleSoft to accomplish our mission: to maximize functionality and minimize cost.”

5. Are you on call all of the time?

Yes and no. Having a small staff means employing pretty vicious triage. If payroll is in jeopardy, if we cannot process online payments, if AP checks will not print — then yes, I am on call and those people always know how to find me. If a minor report won’t run, if you can’t remember what a push button does, if your process runs in 3 minutes instead of 2:45, etc. — we will get to it when we get to it.

More questions? Ask away in the comments.

Oracle Q4 Earnings and Outlook

Good news for Oracle as they released their fourth quarter results and “beat market expectations.” That is good for them. In theory, it is good for us customers because as long as Oracle is doing well, they will continue to engage with their user community, enhance their product lines, and make strategic acquisitions — as long as they actually do those things. With particular regard to their work with the user community, Oracle faces a defining moment here. Let’s hope that they continue the work they have done in this area.

This appears to be a hopeful economic sign for the technology industry, if even a tentative one. If Oracle is seeing business pick up — which indeed they are — then IT spending must be loosening up again after having slacked for the past half year.

I wonder, though, whether IT decision makers have simply been waiting passively for this time to get back to business as usual. I tend to think that CIOs out there have been spending their time thinking about whether business as usual is actually where they want to be. We have seen a number of indications that this break in the action forced by the economy has opened up a new attitude toward enterprise technology. We read Vinnie Mirchandani’s post referring to an article on “IT Lite” — making use of lighter weight, cheap/free tools to accomplish the goals of the enterprise. We see an article about the same principle in CIO magazine. These are not all that surprising because most IT folks I know have really been backed up into a corner and have needed to go out and get what they can to do the job lately. But what happens to this trend one the economy is somewhat restored?

I caught an interesting article about executives in my industry (higher education & research) balking at an incremental fee expansion. It is customary for executives to balk at big implementations or upgrade projects; that is in their DNA. This seems a bit different though. This seems like a re-thinking of the status quo.  I hope vendors are taking note of these trends (as I am sure they are), because to ignore them while “beating market expectations” will only encourage executives to question business as usual.

Is anyone else seeing these trends? Agree or disagree?

Oracle PeopleSoft Enterprise PeopleTools 8.50

I recently wrote about a couple of new Release Value Propositions from Oracle. A good number of you read that post and some of you contacted me offline to ask more questions. One of the RVPs was for the upcoming and much-anticipated release of Oracle PeopleSoft Enterprise PeopleTools 8.50. You can get a link to it here on the PeopleSoft Technology blog.

So, why the anticipation and interest? I took some time digging into the RVP and thought through a number of demos I have seen and came up with my unordered hit list of enhancements or new features:

Connected Query
The idea here is that several queries (presumably PSQueries) could be joined together to produce one dataset in an output file. We have been cobbling this functionality together for years using a hodge-podge of unions, subqueries, odd sql scripting, etc. — a lot of work to fulfill pretty basic but necessary function.  It will be interesting to see how and how well this works.

Query Feeds
PSQuery results available as an RSS feed. There are many immediate uses for this. Again, lets see how it works. We talked at a recent conference about lightweight web services, with RSS as an example. It seems that these ‘lightweight’ services have the capability to pack a heavyweight SOA punch — particularly in a small enterprise short on development staff.

Partial Page Refreshes
Big win on this one. With all of the various components delivered in PeopleSoft applications that can be served up in a portal environment, partial page refreshes will provide greater flexibility and enhance user experience.

Menu Navigation
It appears that the delivered enterprise menu will be AJAX-enabled and be freed from the left side! This will help tremendously in delivering portal functionality in various design layouts.

New Contemporary Style Sheet
I am not exactly sure what this will be, but my guess is that this will make branding a bit more flexible and easier to manage. Let’s hope.

Check out these resources for more information:

PeopleTools at Oracle.com

PeopleTools at My Oracle Support

Higher Education User Group (for all of you using Oracle PeopleSoft in the higher education industry)

PeopleTools Roadmap from OpenWorld 2008

What is your take on this release? Drop some comments.

Open Source Enterprise in Higher Education

I was in Portland last week for my brother’s graduation (excellent commencement address by Paul Hawken). While there I had the opportunity to meet up with some local bloggers. There was a good bit of talk and excitement about this week’s Open Source Bridge conference. My travel arrangements were set, so I could not stay on for the conference. I hope to make it next year, however, because it sounds like a dynamite conference.

This got me thinking in a more focused way about the state of open source in the higher education enterprise. If you read here you know I am primarily a MISO guy — well, more precisely a MO guy — but lately I have been paying more attention to enterprise open source projects in higher education.

There are, of course, the Kuali Foundation projects. Kuali Financials has been around for a few years, growing out of Indiana University’s financial system and including a number of founding partners. Kuali Student has followed a similar path and appears to be accelerating. At this point I know only what I can view from afar, but the closer I get the more interesting this becomes. The idea that an open source system might replace a commercial ERP system is intriguing to me. I am dying to get a good look at a conversion happen in the wild. I am also curious to see what kind of production support models (including regulatory updates and onging product development) emerge.

Add to those projects a couple more that I am watching closely: enterprise portals and learning management systems. Jonathan Markow, executive director of JASIG was a keynote speaker at the Portal 2009 conference a couple of weeks ago. I have been monitoring uPortal via that conference for a number of years. This was the first year that I took a long hard look at what is under the uPortal hood. In the learning managment arena, there is the Sakai project. I read Michael Feldstein to keep up with the latest developments with Sakai.

There is a ton happening right now in enterprise open source for higher education. Perhaps by next year’s Open Source Bridge I will have some of it sorted out in my head and some real experience to share.

HEUG Signposts for the Week of June 15, 2009

HEUG Signposts for the Week of June 15, 2009

Campus Solutions Update on IPEDS Race/Ethnicity Regulations

Read the recent Oracle Red Paper on IPEDS Race and Ethnicity Changes here. Find Oracle’s June 8, 2009 presentation on IPEDS Changes for Race/Ethnicity here. Read more about PeopleSoft Enterprise Campus Solutions Update on IPEDS Race/Ethnicity Regulations here.

Campus Solutions 9.0 Feature Pack 1

In advance of the July 8 Oracle Advisor Webcast on Campus Solutions Feature Pack 1 (see below for details), please read about Feature Pack 1 here and generally about the Campus Solutions Continuous Delivery Model here.

Budgeting White Paper Review

The Budgeting Product Advisory Group has posted all sections of the white paper they are reviewing on their blog. Please take this opportunity to help the Budgeting PAG if you have feedback for this review.

Events

June 23, 2009 — Oracle Advisor Webcast: PeopleSoft Campus Solutions Update on IPEDS Race/Ethnicity Regulations

July 8, 2009 –  Oracle Advisor Webcast: Introducing PeopleSoft Campus Solutions Feature Pack 1

If you have ideas, stories, or any information you would like to share with the HEUG community, please post them here or email us at newsletter@heug.org.

Have a great week!

Portal 2009 Conference

Last week I attended and presented at the annual Portal Conference at Gettysburg College. This year’s keynote speakers were Richard Katz, Vice President at EDUCAUSE and Jonathan Markow, Executive Director of JASIG.

A true community of practice  has grown around this conference. Each year a core group of attendees makes the trip to come together and share current thinking and work in the area of portal and web technology.

I will update this post with our presentation as soon as the files are posted to the conference site (they will include an audio recording of the presentation).

If you work in this area you should definitely attend this conference every year. If you are a vendor in this area you should support and attend thsi conference.

Oracle PeopleSoft Financials Upgrade Presentation

My colleague Carolyn Newton and I presented at the University System of Maryland Oracle PeopleSoft Mid Atlantic Regional Conference this week at Gettysburg College. Our session was called “Always a Work in Progress, Financials Upgrade 7.5 to 9.0 Success!” It was a great conference (it always is; this is the 13th) and it was nice to be able to share some of the good work we are doing at MICA. Here is the presentation:

I also presented with my colleague Ryan Foxworthy on Academic Analytics. I will post that later this week.

HEUG Signposts for the Week of June 1, 2009

signpost_060109Release Value Propositions

HEUG VP for Products Dave Baugh is blogging about the new Release Value Propositions for Oracle PeopleSoft Customer Relationship Management (CRM) 9.1 and Oracle PeopleSoft Human Capital Management (HCM) 9.1 this week. Read up on both and leave your comments.

HEUG Membership Benefits

We received a number of excellent comments about the HEUG member benefit document posted last week. Note that HEUG is the largest independent, self-organized Oracle industry user group in the world. Keep the feedback coming and let us know how to help you build your own HEUG value proposition.

Events

June 2-5, 2009: Portal 2009 Conference (Gettysburg College)

June 5, 2009: Webinar: University of Texas HSC Upgrade to PeopleSoft HRMS 9.0 (Quest Software, Inc)

Social Media

If you have not already, please take a minute to complete our social media poll. The HEUG Communications
Committee is working on a proposal for the use of various social media tools. Your input will help tremendously.

If you have ideas, stories, or any information you would like to share with the HEUG community, please post them here or email us at newsletter@heug.org.

Have a great week!

[Cross posted on HEUG Online]

Baltimore Hotel to Make a Net Impact

I am always on the lookout for news items that make parts of my life look more like a constellation than a random scatter of stars. Here is one:

East coast travelers take note: this July, Baltimore’s Inner Harbor will play host to the city’s first LEED-certified hotel, which is taking up residence in the former Baltimore Brewing Company.

I live, work, and go to school in Baltimore, so it is great to see a green hotel opening this summer. I spend an increasing amount of my time in hotels and their inner workings fascinate me. I am also active in Net Impact, so the greening of an industry — especially by a big corporation like Marriott — is exciting to watch.