Quest Director of

1
John Matelski
2004

• Quest Director of
• Special Interest Groups
• Deputy Chief Information
• Officer,
• City of Orlando

2
Shaping our Future
2004

• SIG Opening General Session

3
SIG Opening General Session
Shaping our Future
John A. Matelski Deputy CIO Chief Security
Officer City of Orlando
4
PeopleSoft is
Mission Critical Vendor
Profit/Revenue Focus
Business Partner
Growth through Acquisition
Software Provider
Accountable to Stockholders
Maintenance Provider
Not Oracle!
5
Quest is
Global User Community Facilitator
Member/Subscriber Focused
Business Partner
Growth through collaboration
Solution Value Enhancer
Accountable to YOU
Networking Enabler
Not Oracle! Or PeopleSoft
6
Real Enhanced Value Experience (REV)
7
International Customer Advisory Board User Group
Integration Update
8
ICAB Project Team

• Carol A. Giannini Amersham Biosciences
• John A. Matelski City of Orlando
• Steve Snodgrass Graniterock Company
• Stan Land Duke Energy
• Bob Parkins Xansa
• Tony McNamara United KFPW
• Kirk Chan PeopleSoft
• Bill Hewitt PeopleSoft
• Nancy Metzger PeopleSoft
• John Schiff PeopleSoft
• Michael Webb PeopleSoft
• Jim Whalen Boston Properties
• Dave Mawby City of Oshawa
• Steve Comes PeopleSoft
• 14 people, 6 PeopleSoft
  personnel

9
Data Points
10
172 User Groups/Chapters/Councils

• Geographic
• - US Canada (RUGs/LUGs) 65
• - Outside U.S. Canada (RUGs/NUGs/Chapters) 35
• Industry/Product/Technology
• Special Interest or
• Industry User Groups (SIGs/IUGs) 60
• 160
• - Product Advisory Councils (PACs) 12
• 172

11
U.S. Canada
12
Benefits Billing Communications
(IUG) CRM-North America CRM-UK/Ireland DB2
OS/390 Distributors/Manufacturers (IUG) Energy
(IUG) EPM-North America Federal User Network
(IUG) Financial Services (IUG) Financial
Services-Asia Pac (IUG) Financial Services-EMEA
(IUG) Global Human Capital Mgt. Global
Payroll-UK Government Contracting
(IUG) Government Public Sector (IUG) Healthcare
(IUG) Higher Education (IUG) Higher
Education-AUS/NZ (IUG) HRMS-Mexico Oracle
Database Order Management Pension PeopleSoft
AS400 Projects PSCare Recruiting Reporting
Analysis Retail (IUG) Retail UK (IUG) SQL
Server Staffing (IUG) Supplier Relationship
Mgt Supplier Relationship Mgt-UK Technology-UK
Time Labor Treasury
Product Advisory Councils Sales/Marketing Service/
Support Financials Performance/Risk
Management Enterprise Services Automation HRMS Con
tributor Relations Student Administration Technolo
gy Portals Manufacturing/Supply Chain Supplier
Relationship Mgt
Automotive Homebuilders Communications/Utilities
Industrial Manufacturing Construction Services
Materials Life Sciences Consumer Packaged
Goods Migration Advisory Council Customer
Relationship Management Paper Products Energy
Chemical Solutions Real Estate Equipment
Management Service Providers Financial
Services Technology Financials Wholesale
Distribution Global Accounts Workforce
Management Government World Advisory Council
13
Industry Group Mapping
14
Business Drivers
15
Business Drivers - PeopleSoft

• PeopleSoft Operating as One Integrated Company
• Centralized Industry Organization
• Five Industry Groupings with 37 Industry Sectors
• Centralized Technology/Tools Development Group
• Managing Resource Demands
• Speakers, Logistics, Support
• Need for a Consistent Process Tools for
  Requirements Management

16
Business Drivers Customers / User Groups

• Need for the Value of our Investments to
  Continually Appreciate
• Engage PeopleSoft as a Partner
• Need for Standardized Processes Services
• How Do We Interact Collaborate with Other
  Customers with PeopleSoft?
• Facilitate the Work of Volunteers
• Power of the Shared Voice
• Points of Influence
• Obtaining Resources Attention
• Alignment
• Absorb Content Pace of Change
• Learn New Reference Points
• Higher Level of Change for J.D. Edwards Customers

17
Takeaways

• Sustainability
• 170 User Groups
• Alignment
• Significant Geographic Overlap Between Two User
  Group Models
• Geographic Overlap within PeopleSofts User
  Groups
• Little Overlap for Special Interest Industry
  User Groups

18
Takeaways

• Priorities Interaction!
• Geographic Interaction Knowledge/Education
• SIGs/IUGs Interaction Product Influence
• Support Services
• Opportunities to Close Gap Between Importance
  Quality
• 1 Staff Resource/Sponsorship from PeopleSoft
• 2 Agenda Development/Speakers
• SIGs/IUGs Web SiteMeeting LogisticsIssue
  Resolution/Enhancements

19
PeopleSoft Maintenance Breakdown
20
Action PlanIntegrated User Group Model
21
User Group Requirements Process
22
Integrated User Group Model
New Model
23
New Model Challenges to Overcome

• Resistance to / Uncertainty of Change
• Increased travel to attend UG events
• Legal issues (Incorporation)
• Appropriate Focus E, E1, W
• UG Board Integration (Appropriate Representation
• Market uncertainty

24

• Where do we go from here?

25
Analyst Take

• What you receive from an independent users group
  is an uncontrolled message, combined channels for
  information, and a user led event. What you get
  from a direct relationship with the vendor is a
  marketing conference, controlled messaging, and
  separate channels of communication.

-Kristian Steenstrup, Research V.P. Business
Applications
26
Enterprise One Enterprise WorldCustomers
Evolving Role

• Embrace the evolving PeopleSoft ICABUGIS model

• Obtain strategic product direction from vendor
  tactical
• information from Quest (other customers)

• Take advantage of the focused, undiluted customer
  to customer experience that Quest provides

• Utilize access to unbiased information that flows
  between and among customers

• Chart your own future and control your own fate!

27
Quest User Group Evolving Role

• Provide a mechanism to independently evaluate
  political, economic, global, technical and
  operational aspects of your implementation

• Provide a mechanism for open customer to customer
  and customer to vendors networking and
  collaboration

• Enable sharing of lessons learned and best
  practices for all phases of implementation

• Provide an outlet for local user groups to
  continue focused collaboration

• Continue polling customers fill voids that our
  vendor does not provide

• Be the collaborative voice for E1 and World
  customers