Committed to your Success

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Committed to yourSuccessUniversity System of
Maryland PeopleSoft Software User
ConferenceJune 10, 2005
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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

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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."
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So What FUD Is On The Street?

• Oracle is not committed to the higher education
  market
• Fusion is Confusion
• Fusion will require a re-implementation

Well address these and other FUD rumors as we
talk today
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OracleWeve 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
leveraging EVERY improvement in technology!
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a definition

• 1 the act or process of liquefying or
  rendering plastic by heat2 a union by or as if
  by melting as a a merging of diverse,
  distinct, or separate elements into a unified
  whole

FUSION!

• Oracles 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 means
• Providing access to the most current technology
  and
• Providing the means to meet the ever changing
  and increasing service needs of their
  constituents .

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Oracle Project Fusioncontinuing the journey
Client Server
We (and 80 of our customers) ARE here!
Character Mode
Industry Standard Support EOL (RDB)
Internet Architecture
Unified Data Model
Fusion Middleware (CDH, etc.)
Datalogix acquisition
We (and our customers) WILL be here!
Vantive acquisition
JD Edwards acquisition
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SOA-based ERPthe next generation!
Oracle Nobody left behind
OC4J
WDSL
UDDI
EAI
BPEL
XML
EDA
JMS
ESB
GUID
Orchestration
BAM
SOAP
Work Flow
WSIF
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How Does Fusion Benefit You?
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Our Fusion CommitmentContinuity 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

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Our Fusion CommitmentProduct Excellence
Design Principles

• Information-driven Applications
• Single Data Schema
• Embedded Business Intelligence
• Embedded Collaboration
• Adaptive Business Processes
• Lowest total Cost of Ownership

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Our Fusion CommitmentEnsuring Your Success

• Complete Visibility White Papers
• Senior Management Visits
• Customer Events
• Partner Events
• Oracle Open World18 22 Sep 2005

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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

CurrentRelease
NextRelease
PeopleSoft Enterprise 8.9 9 Fusion JD Edwards
EnterpriseOne 8.11 8.12 Fusion Oracle
E-Business Suite 11i.10 12 Fusion
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HCM Roadmap
Fusion Architecture
Enterprise HCM 9.0
Fusion Suite
Operational Dashboards
Fusion Applications
Enterprise HCM 8.9
2006
2008
2005
2007
2004

• Fusion Architecture
• Next generation Platform
• Standards based
• Web Services
• Process modeling
• In-line analytics
• Customer/product data management
• Application Server
• Identity management

• Real time analytics for Core HR, Recruiting,
  Learning Mgmt

Individual Fusion Applications

• 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

• First use of Fusion
• Data Hubs
• Transaction Bases
• Enterprise
• ELM V9.0
• Version 9.0 of HCM

Fusion Suite
Committed
Planning
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HCM Release 9.0 Themes

• Extending Your HCM Investment
• Extend HCM foundation HR, Benefits, TL,
  Payrolls, Absence, Pension
• Common ComponentsDelegation, Correspondence Mgmt
• Cross Product Integration CandidatesOn Premise,
  OnDemand
• Web Services
• Talent Management
• Product ExtensionsRecruiting, ePerformance, ELM,
• Integrations Oracle Comp, CompePerformance,
  ELMePerformance
• Talent Mgmt Dashboard
• Collab Workspace
• Industry Enhancements
• Extending Core HR for Federal, Military,
  Healthcare, Retail, Manufacturing
• Global Expansion
• Global core product extensionsHR, 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

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HRMS Higher Ed Roadmap
Target Release Target Release
Enhancement 9.0 Fusion Notes
Multiple 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
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Financials Roadmap
2004
2006
2008
2003
2005
2007
1H 2H
1H 2H
1H
Q4
FSCM 8.8(IC Enforcer)
1st FusionSuite
Initial FusionApps
FSCM 8.8
FSCM 8.9
FSCM 9.0
Focus Areas

• Best Practices
• Increase TOE and Decrease TCO
• Industry Extensions
• IT Governance
• Asset Lifecycle Management
• IT Asset Management
• Real Estate Management
• Operating Equipment Asset Management

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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)

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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.

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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)

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Campus Solutions Roadmap
Fusion Architecture
Fusion Applications
Fusion Suite
Post-8.9
CS 9.0
CS 8.9
2006
2008
2005
2007
2004

• Fusion Architecture
• Next generation Platform
• Standards based
• Web Services
• Process modeling
• In-line analytics
• Customer/product data management
• Application Server
• Identity management

• ANZ regs, upgrade
• More self-service
• Results Analysis db purge
• CR Enhancements
• SAP
• Admin view of self-service
• CRC, phase 2

Individual Fusion Applications

• 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

• First use of Fusion
• Data Hubs
• Transaction Bases
• Version 9.0 of CS

Fusion Suite
Committed
Planning
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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

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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 HubPerson 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

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Proposed FootprintA product superset
eEducation Infrastructure
ERP
Core Student System
Learning Mgmt
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Our Fusion CommitmentEnsuring Your Success

• Complete Visibility White Papers
• Senior Management Visits
• Customer Events
• Partner Events
• Oracle Open World18 22 Sep 2005
• Higher Education User Group March 2006
• Higher Education Executive Advisory Council
• Higher Education Product Advisory Groups
• Educause
• Nacubo

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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?

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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?

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So What FUD Is On The Street?

• 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 organizationlargest
  in Oracle
• Industry-specific leads in product strategy
• Executive Advisory Boardonly industry in Oracle
  with this level of influence
• Clear Process for Customer Input to Product
• Product Advisory Groups
• Product Advisory Councils
• Executive Advisory Board

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So What FUD Is On The Street?

• Fusion is Confusion
• Its 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

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So What FUD Is On The Street?

• 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

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Oracle Project Fusion Continuing to bring
truevalue to your Institutionwhile leveraging
technologyinnovation!
Oracle Nobody left behind