THE MAGAZINE OF QUEST INTERNATIONAL USERS GROUP

ALSO IN THIS ISSUE Six Tips for Maximizing your PeopleSoft Upgrade 6 PeopleSoft at OOW 15

ISSUE 3 2013

FEATURES ANd FIxES ANd UPdATES – OH My!PeopleSoft Update Manager Changes the delivery Game

PeopleSoft Edition

PAGE 10

Hello PeoPleSoft QueSterS,

Welcome to the first-ever Q&A magazine dedicated only to the PeopleSoft product and users!

We’re very excited to bring you this issue, and we’re already planning next year’s edition too.

Be sure to read our interview with Marc Weintraub of the oracle PeopleSoft team about the new PeopleSoft update Manager and what that means for your business. Staying current has never been easier or more affordable.

Quest board member Becky Vilsack weighs in on upgrades too, offering tips and tricks and lessons learned from her years working with PeopleSoft at the university of Central florida. We think you’ll find her insights and expertise valuable.

We’ve also brought you news and updates about PeopleSoft that came out of both reCoNNeCt, Quest’s PeopleSoft-only conference, and oracle openWorld. Don’t miss these valuable updates.

Speaking of reCoNNeCt, have you marked your calendars for the third-annual PeopleSoft-only event? It’s set for July 22-24, 2014, once again in Chicago. And of course there’ll be plenty of PeopleSoft content at CollABorAte as well. We hope to see you in las Vegas April 7-11, 2014 (it’s Monday through friday this time instead of Sunday through thursday – a one-time shift), so mark you calendars for April too.

We’ll see you soon! reBekAH SellerSQ&A eDItor

From the editor

**********************RECONNECT 2014

July 22-24, Chicago IL**********************

Feature Story

Issue 3 2013Questions or comments? email: rebekah.sellers@questdirect.org

3 editor’s Letter

6 Upgrades Blog

10 Update manager

12 reconnect Wrap-up

15 PeopleSoft at ooW

18 Quest Partners

UPDATESFeatUreS and FixeS and UPdateS – oh my! Peoplesoft Update Manager

Q&A ISSUE 3 2013 5

QUEST EXECUTIVE COMMITTEE

President Patrick kyslafarge Americas

Executive Vice President kevin touchetteWashington Corporations

TreasurerJames Watsonenergy Alloys, llC

OfficerDavid lyleCarolina Biological Supply

OfficerJim WhalenBoston Properties

Immediate Past PresidentJeff WestQuestar

QUEST DIRECTORS Sue DugginsYuM! Brands, Inc.

Rich HarveyPackaging Corporation of America

Scott KeenerW.l. Gore & Associates, Inc.

Wendy PlanteNYu langone Medical Center

Rebecca Vilsackuniversity of Central florida

Michael WhitmerAdvantage resourcing & Staffmark

EX OFFICIO

Executive DirectorJonathan VaughnQuest International users Group

Sr. Dir. Customer AdvocacyMary lou Dopartoracle

QUEST HEADQUARTERS STAFF

Jonathan Vaughnexecutive Director

Luke HodgesAssistant executive Director

Dave Baileyrelationship Manager

Max ClarkSales Specialist

Dana DeptolaMembership Marketing Specialist

Diane DoughertyMarketing/lead Generation Manager

Kara ForstonProject Coordinator

Mike HiltonManager of Customer relations

Jesse HowardContent Manager

Alyssa Lanteronline education Coordinator

Julie LewisAccount executive

Kim RamsaySenior Director of Sales

George MonticelloDirector of Marketing & Customer Sales

Derek SchroederContent Coordinator

Rebekah SellersContent Development Specialisteditor, Q&A Magazine

Meredith Simpsoneducation Specialist

Madeline ViedMarketing & Communications Manager

Jonna WestSenior Manager, Conferences & Marketing

Jeff WillettDirector of Conferences

Mike WilliamsonAccount executive

Christina YueContent Coordinator, Special Interest Groups

Editor rebekah Sellers

Quest Q&A Magazine is published quarterly by and for the members of Quest International users Group.

Quest International users Group is a catalyst to maximize members’ business investments through the power of our community, tools and experiences. We provide relevant, timely, unbiased information and create decision-making tools and networking events to help our members make informed choices – not just related to erP applications, but to benefit the total information technology and best business practice experience.

Quest, an independent, not-for-profit association with more than 50,000 members and subscribers, focuses on the JD edwards, PeopleSoft and oracle utilities applications, and membership is open to all users worldwide.

for more information about Quest, call 1.800.225.0517 (u.S. and Canada) or 859.226.4307, or visit QuestDirect at www.questdirect.org.

Please contact us with comments and questions, or send letters to the editor:

Q&A HeadquartersQuest International users Group2365 Harrodsburg roadSuite A325lexington, kY 40504 uSArebekah.sellers@questdirect.org

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Emailquestdirect@questdirect.org

Onlinewww.questdirect.org

Design by Aaron kirker

Serving Oracle’s PeopleSoft, JD Edwards & Oracle Utilities

Users Worlwide.

6 Q&A ISSUE 3 2013

Your PeopleSoft applications and tools platforms have unexplored functionality and tools that are powerful and can extend your application’s

return on investment, and yet, a number of organizations will do a PeopleSoft upgrade without exploring new features. While this ensures a quick and painless upgrade for users, taking the time after a successful upgrade to explore the application helps mine the gold that’s hidden in your IT applications “closet.” At the University of Central Florida (UCF) Financials Support Services (FSS), we have performed upgrades both ways. Sometimes it is more expedient to implement current functionality to ensure success and minimize implementation timeframes. It’s important to let users transition after an upgrade. Other times, we move forward with new features and functionality, depending upon their overall impact and benefits. Regardless of our approach for any single instance, we do not rest on our PeopleSoft

upgrade successes. Instead, we turn around and start examining features and functionality that will extend the application, improve compliance and enhance our users’ experience.

The good news is it’s never too late to explore the functionality in your existing application. Here are six tips to help you determine and select features that will evolve and extend your application’s life cycle for your organization with minimal negative impact to your bottom line.

Look for low-hanging fruit

Look for features that are easy to implement and do not fundamentally change your established business processes. This is especially true when your user base is new to the application and doesn’t adapt to change very easily. Ease of implementation for your PeopleSoft upgrade is also a factor when your resources (technical, functional, support, training, etc.) are limited.

UCF implemented attachments functionality as soon as it became available. This was a quick win in that it enabled the creator of the source transaction to upload supporting documentation and eliminated the need for manual email attachments. This also streamlined processes and enabled UCF to re-deploy personnel who previously worked to scan supporting documentation into a separate imaging repository. Currently at UCF, attachments are used on journals, vouchers (invoices), requisitions, purchase orders (POs), assets, PCards and so on.

Another example is using Connected Query functionality to extend the power of the query tool, which can connect independent queries into one powerful query without the user having to resort to complicated joins and data manipulations.

...connect independent queries into one powerful query without the user having to...

Six Tips for MaxiMizing Your PeoPleSoft uPgrade

Upgrades

Q&A ISSUE 3 2013 7

Go after high-impact features and functionality

Implement functionality that aligns with your business goals and has a high impact on your bottom line. Focusing your efforts on high-impact feature implementation is especially beneficial when personnel and financial resources are constrained.

A good example of this is the Alerts function that we implemented at UCF. This functionality is part of the Events and Notification framework and was delivered in PeopleSoft Financials and Supply Chain Management (FSCM) 9.1 Common Objects. You may be handling this activity today with manual business processes to check for certain scenarios, such as reviewing the output of scheduled jobs or periodically running queries to see if a particular data situation exists. With the framework, you can configure Alerts to monitor business processes and create messages when errors or other situations occur that someone in your business needs to be aware of. Alerts can include links to data pages for the user being notified to resolve the data situation.

UCF’s use of Alerts in its PeopleSoft upgrade eliminated the need for users to regularly run queries looking for irregular data situations that don’t often occur, yet need to be checked

for regularly. An example is incorrect data combinations on a requisition or purchase orders that might not get noticed until they have been

brought into a voucher, when correcting the error then involves several people. If the requester or buyer gets notified up front, potential errors can be more quickly resolved. View Figure 1.

Figure 1: Using alerts during a PeopleSoft upgrade helped the University of Central Florida resolve errors more quickly.

Examples of Alerts:

• Notifying a property custodian when an asset is being purchased

• Alerting the buyer when a blanket PO is set up with the wrong matching rules

• Alerting buyers when a travel PO is set up with matching or receiving rules

• Alerting the requester or buyer to change the liquidate by setting to match the distribute by setting

• Alerting the PCard administrator about the assignment of a particular proxy role

• Notifying the environmental health and safety department on the receipt of certain hazardous materials

• Notification of Warning on Voucher Accounting Line budget check, so users can override the errors

Configure to monitor business processes

Create messages when errors or other situations occur

Can include links to data pages

»ALERTS

An example is incorrect data combinations on a requisition or purchase orders that might not get noticed until they...

8 Q&A ISSUE 3 2013

Replace local customizations with delivered functionality

Very often, IT organizations are forced to implement invasive and costly customizations in order to improve the usability of an application. These customizations commit your IT resources to maintaining and extending the functionality of the customizations and then retrofitting the code to each patch applied or PeopleSoft upgrade. Review new functionality in your application release with an intent to eliminate local customizations. Be aware that there may be some resistance to eliminating features that users are familiar with. Stakeholder involvement and commitment are key to the successful changeover from custom to delivered functionality.

At UCF, we eliminated our local customization in eProcurement for multiple and standard comments with the delivered functionality in FSCM 9.1. Another example is using delivered auditing features that enabled us to reduce the number of audit tables we had previously developed as customizations.

Learn from others

What better way to learn than to hear what others have to say about the functionality, tools and benefits? In this case, you don’t have to go it alone; there are many ways to obtain the information on new functions and tools such as: webinars, presentation downloads, attending conferences, reading about them online, and by

Upgrades

Q&A ISSUE 3 2013 9

getting involved through communities. These options are available to you through Quest International Users Group membership and the Quest website. It’s a great way to take full advantage of your membership and to get the information you need.

Support the features being rolled out

Support your end users by announcing and documenting the features being implemented through a communication and training program. Depending upon the scope of the features you are implementing and their impact to procedures and processes, you might need to offer training either online, through an instructor-led session, or both. At a minimum, complete training documentation is a necessity. The documentation can be as simple as a quick reference “job aid” or as extensive as a complete “how to” training document.

Communicating about the new features is essential. Every stakeholder should know the what, when, how and why of each new feature, including the benefits. It is important that they know the impact, the potential benefits and any changes to their current job processes.

Involvement and input of the users early on will contribute to their support and use of the feature.

Ensure you have the proper resources

Many times, new functionality and tools are not deemed successful since the attention was focused on delivering the end product from an IT perspective, simply ensuring the new feature or tools works as designed, without also considering the end user experience. Having the proper resources to fully support the end users is essential. Those resources include: executive sponsorship, project management, IT business analysts and developers, active participation from relevant stakeholders, support desk, and training.

Following these guidelines, you’ll be able to find and use the hidden treasures that are waiting in your IT applications closet. This will enhance your end users’ experience and extend the application life cycle until it’s time to head back to the store.

About BeckyBecky Vilsack is the director of information technology financial systems at the University of Central Florida. She also serves on the Quest board of directors.

Support your end users by announcing and documenting the features being implemented through a communication and training program.

10 Q&A ISSUE 3 2013

A Q&A with Marc Weintraub, PeopleSoft Product Strategy Director, Oracle

The Oracle PeopleSoft team wants to ease your pain. Your upgrade pain that is, and in so doing, close the gap between what they’re working on and what’s available to you. You’re probably aware of Oracle’s planned major release schedule for PeopleSoft (every three years or so), and perhaps you’ve also heard that the team has been moving towards a more continuous delivery model by adding new capabilities outside of major releases. Now you may be starting to hear about PeopleSoft Image releases and the PeopleSoft Update Manager, and wondering what those means.

Q&A recently had a chat with Marc Weintraub, PeopleSoft product strategy director at Oracle, to get the scoop.

While the PeopleSoft team always encourages customers to stay current, they realize that customers are hesitant to upgrade, and that’s understandable, said Weintraub.

“All customers know that upgrades can be expensive and disruptive. Customers want to avoid this, so [they] upgraded as infrequently as possible,” Weintraub said. This resulted in PeopleSoft customers scaling back on the scope of their upgrades (or even making

merely technical upgrades), and/or waiting multiple releases to embark on an upgrade in the first place, often making customizations along the way. All of this – waiting and adding customizations – increased the amount of change and the cost of an upgrade.

“In the old PeopleSoft release model there was a lag between Oracle development and customers,” Weintraub continued. Historically, customers on the current release only received maintenance, fixes, and legal and regulatory updates. Meanwhile, the PeopleSoft team was busy developing new features for the next major release. “Everything was always an upgrade away,” Weintraub said. Additionally, past changes in the form of maintenance bundles, maintenance packs, and major releases were all-or-nothing. This drove up not only the cost to upgrade, but also the cost to stay current on maintenance. “Customers didn’t want to apply mass amounts of changes because there was a lot of stuff they didn’t want or care about,” Weintraub said.

However, all of that is in the past. “With PeopleSoft 9.2, Oracle is changing the delivery model for PeopleSoft,” Weintraub said. “The new PeopleSoft delivery model allows customers

Features and Fixes and updates – Oh My!peoplesoft update Manager Changes the delivery GameBy Rebekah Sellers

With PeopleSoft 9.2, Oracle is changing the delivery model for PeopleSoft...

Q&A ISSUE 3 2013 11

Features and Fixes and updates – Oh My!peoplesoft update Manager Changes the delivery Game

to get innovative, new capabilities without upgrading, and [the] PeopleSoft Update Manager is how we are able to make this happen.” This allows customers to take only the changes they want and need, and to determine when they adopt those changes. Since the general availability of PeopleSoft 9.2 earlier this year, PeopleSoft Images have been released approximately every 10 weeks, containing not just maintenance, fixes and legal or regulatory updates – many contain new capabilities too.

Weintraub likened the changes to a buffet versus a large sit-down dinner. “The PeopleSoft delivery model [is evolving] from all-or-nothing into an a la carte-style approach,” Weintraub said. Nearly all new PeopleSoft development is planned to be delivered on the current release – PeopleSoft 9.2. This closes that gap between the customer and the developer. “Once you’re on PeopleSoft 9.2, the development team is delivering new features for you, while you are on PeopleSoft 9.2,” Weintraub explained. “You’re able to get value now, without the need to wait and upgrade to the next major release.”

“Each PeopleSoft Image is a fully patched, full PeopleSoft code line,” he continued, “and best of all, they are cumulative.” The PeopleSoft 9.2 Image 1 release (PeopleSoft 9.2.01) contained everything from the general availability version of PeopleSoft 9.2 plus new content. Image 2 release (9.2.02) contained everything from the PeopleSoft 9.2 Image 1 release plus new content,

and so on. This means that customers can use the PeopleSoft Update Manager to select changes from the most current PeopleSoft Image, regardless of their current maintenance state, and whether or not they took any changes from the previous Images. “Gone are the days of needing to apply a series of patches in sequential order,” Weintraub said.

Perhaps you’re wondering what all of this means for PeopleSoft 9.3. “Right now the PeopleSoft team is focused on delivering as much as we can on top of PeopleSoft 9.2,” Weintraub said. He reiterated that the new delivery model allows 9.2 customers to adopt new features as they become available, without having to wait for a major release. “We want customers to maximize their value from PeopleSoft as quickly as possible,” Weintraub said. “We are eager to see how our customers embrace this new delivery model and [the] PeopleSoft Update Manager. Then we will go from there.”

UPDATES

Stay tuned to Q&A and checkout the PeopleSoft resources at www.peoplesoftinfo.com

»MORE INFO

12 Q&A ISSUE 3 2013

Mark Twain once quipped. Tracy Martin of the PeopleSoft HCM team quoted the famous writer at the start of her breakout session at RECONNECT in response to the myth that PeopleSoft is dead or dying. This seemed to be a running theme during the conference, as Martin’s and other breakout sessions followed John Webb’s keynote address outlining the new features of 9.2 for the audience of many new-to-Quest attendees, including the product roadmap through 2019 and the promise of Applications Unlimited until at least 2027. The second annual PeopleSoft RECONNECT conference kicked off with the very first session – the PeopleSoft Financials PUG meeting – requiring the removal an airwall to accommodate the standing-room-only crowd, and that’s just the way we like it! The packed rooms here in Chicago continued with the Source to Settle and Tech SIG meetings each drawing nearly 100 attendees, and the kickoff general session drawing another standing-room-only crowd. Quest’s own Dana Deptola kicked things off with an overview of

RECONNECT and tips for navigating the event. A show of hands indicated that well over half of the room were first-time attendees!

Joe Guerra of RapidDecision followed with an energetic presentation on selecting the right BI tool for your business. He called for a show of hands which indicated that, of the already low number of people in the room who actually had a BI tool, none felt it was being fully and properly utilized. The right business intelligence tool, he said, will help your business with three simple things: save time, save money, make money – but only if properly selected and put into practice. Guerra then outlined the steps to getting there: Justification, selection, implementation, adoption, and expansion – and the steps to completing each step for the best return. “BI is not a project, it’s a way of life,” he said, and encouraged the business and IT departments to work closely on any BI selection and implementation. “Business has a need, IT needs to weigh in heavily,” he said. “You’ve got to get your IT team involved.”

Stay tuned for more updates from Chicago, but in the mean time, I’ll leave you with a snapshot of RECONNECT by the numbers: 360 customers are in attendance from nearly 140 unique companies in 37 states!

Long Live PeoPLeSoft! Reports of my death have been greatly exaggerated,

By Rebekah Sellers

PeopleSoft

REVIEWin

Q&A ISSUE 3 2013 13

In addition to a focus on making the product simpler and more intuitive, functionally complete and more cost-effective, the release of 9.2 included several firsts for PeopleSoft: the simultaneous delivery of HCM and FMS/SCM, upgrade scripts were released at general availability, multiple languages are already available, and 9.2 is the first major release since the general availability of Fusion, Webb said. He then took the crowd through several live demos, including the “life events” feature that allows employees to easily change tax and withholding status after marriages and children, as well as the external feature that allows future employees to easily apply for a job step by step. “This is for external users who have never seen PeopleSoft,” he said. Webb then explained the new Update Manager, which he called “the single biggest change for IT. Before you had to apply changes all or nothing. We wanted to solve that for 9.2 and allow a lot more flexibility.” Users can now decide which updates they want and which ones they don’t.

Martin’s session followed up the keynote with more detail about guided navigation (for end-users) and train stops, information about the PeopleSoft integration with Taleo (it’s coming “fast and furiously,” she said), and pagelets.

Outline of product roadmap through 2019

Promise of Applications Unlimited until at least 2027

»KENOTE HIGHLIGHTS

BI is not a project, it’s a way of life

360 Customers

140 Unique Companies

37 States Represented

»BY THE NUMBERS

14 Q&A ISSUE 3 2013

Tools and technology proved one of the most popular tracks, with several PeopleTools and other tech sessions well beyond capacity and requiring relocation to larger rooms.

Wednesday afternoon’s keynote, presented by DriveStream, also touched on the “PeopleSoft is dead” myth, but primarily took attendees through the current options for upgrading: “It used to be, ‘should I upgrade now, or should I upgrade later?’” said founder Gopal Krishna. The choices aren’t that simple anymore. Today, PeopleSoft customers can choose to upgrade to 9.2 with additional PeopleSoft modules, Fusion modules, they can choose to migrate to Fusion or take PeopleSoft to the cloud, he said. Choosing the best option should include functional, technical, future footprint and organizational impact analyses, Krishna said.

After a full day of education and networking, attendees let loose a little during the Roaring 20s party in the exhibitor showcase, with fedoras and boas adorning many as they noshed and networked.

Long Live PeoPLeSoft!

G. Taylor aD

»HASHTAG CHATTER

Q&A ISSUE 3 2013 15

Fall. It’s the time of year for football, scarves, and your Quest team’s annual pilgrimage to San Francisco for the mighty Mecca of all things Oracle known as OpenWorld. Lots of great PeopleSoft news and networking came of it, so read on to learn what you and your company need to know! As Oracle’s Paco Aubrejuan took the stage Monday to a standing-room-only audience, it was great to see a preview video that included Quest board members Becky Vilsack, Wendy Plante and Rich Harvey, along with other Quest members and partners. Aubrejuan took the stage to talk about the 9.2 release, changes to the PeopleSoft release model, roadmaps and provide a few demos.

The current roadmap shows Oracle continuing to invest in PeopleSoft through 2027, but the key is continuing to invest in the right opportunities

to make things simpler, more productive and lower cost to stay current, Aubrejuan said. With so much to cover, he jumped into an overview of 9.2 and what it allows you to do, covering Pivot Grids, Train Stops, mobile solutions and more. Also key to the presentation was the PeopleSoft Update Manager. For more information, see our interview with Marc Weintraub on page 8. After an overview and some in-depth discussion on Update Manager, Aubrejuan jumped into a demo including In-Memory. A key note on In-Memory is that it is not only available in 9.2 but also in 9.1.

Aubrejuan outlined coming releases as well, with the next being PeopleTools 8.54 in 2014. The key, he said, is not to wait for 9.3. The team is currently still investing in 9.2 rather than thinking about 9.3, he added. If customers are interested in PeopleSoft in the cloud, stay tuned for information about Oracle cloud and PeopleSoft.

As for the future, expect release 9.3 in 2016 followed by 9.4 in 2019. New functionalities are scheduled to be released regularly between major releases as well.

The Oracle PeopleSoft certainly wasn’t lacking in pride and enthusiasm for the product and where it’s going either. “PeopleSoft 9.2 and Tools 8.53 are a combination that, I’m going to make the argument are state-of-the-art applications,” said Oracle’s Jeff Robbins during one of his packed sessions. “And I don’t use that term frivolously. The art is changing constantly, and the art needs to keep up.”

Possibilities in PeopleToolsIn another forward-looking session, Willie Suh of the Oracle PeopleTools team updated the captive audience about the exciting new features they’re tinkering with for the future of PeopleTools. “No guarantees,” Suh said, “but these are the things we’re working on.”

He started by pointing out that PeopleSoft has always been a cutting edge product. “PeopleSoft was one of the first ERP vendors to go completely into the Internet,” he said, “which was a big gamble at the time.”

By Rebekah Sellers

PeopleSoft at OOW

YEAR 2027current roadmap shows Oracle continuing to invest in PeopleSoft

16 Q&A ISSUE 3 2013

One of the biggest things the team hopes to bring to PeopleTools in the future is a user interface that will scale seamlessly from PC to tablet to smartphone automatically. A tiled approach to the user’s dashboard would bring a “fluid page design that will flex and morph depending on what device you’re on,” Suh said. Quickness is also a key factor. “Users expect mobile devices to be super-responsive. That’s important for this tiled homepage. This thing’s got to load immediately.”

A NavBar is another possible development, which would always appear at the top of the page and allow users easy access to all applications, even ones that are not on the user’s homepage. The NavBar would be highly customizable with top fives, recents and favorites all personalized options the team is working on.

Love Pinterest? Something similar could be coming in future releases of PeopleTools. “There would be a

pin-to mechanism that would allow users to pin applications to either the NavBar or the header,” Suh explained.

Not everything in PeopleSoft will be available in the planned new user interface, but Suh said to expect seamless navigation between the new and classic applications. The NavBar, while part of the new interface, will also take you to any classic apps you need to access, and users will also be able to pin classic components via the planned pin-to feature.

Wondering what browser and device requirements all this might come with? Internet Explorer 10 will be the likely minimum, so be prepared for that.

For the C-SuiteYour editor attended an informative panel comprising Jeff Hurley of Dean Foods, Arun Tewary of Emirates Flight Catering, Erik Andersen of Lenox Corporation, and Shaun Campbell of TerraSource Global. The group covered best practices for getting company and board buy-in on major IT investments, even during times of big upheaval.

Some of their best tips:

Continually demonstrate ROI and benefits. Be proactive, keep communication constant, continually build relevant statistics and data, and think of ERP as the enabler of the ROI rather than as the return itself, said Tewary. Also, measure before and after the project. “You can’t show improvement if you don’t have a baseline.”

At Lenox, Andersen said the main challenge was a fragmented IT system. “We’re 120 years old, so we were around before there was IT,” he said of the legendary high-end china company.

The challenge was to develop a solution that addressed all the technology challenges. Lenox did this through building an IT roadmap with a consultancy that they were able to build off of during the project. “The IT roadmap was point solution based,” Andersen said. “It assessed risks but not complexity, or the reduction of the number of vendors.” Lenox then formulated optimal solutions and reworked the IT roadmap, finding it imperative to deploy a single ERP. “Having a single ERP would help drive other business intelligence and analytics down the road,” he added.

At TerraSource, Shaun Campbell told the story of transforming the company from three separate companies into one single legal entity. “We had

users expect mobile devices to be super-responsive...

PINTEREST Pin applications to the NavBar or the header for personalization.

Q&A ISSUE 3 2013 17

to come up with a completely new business model. I’ll tell you about the mess now,” he said to a laugh from the audience. TerraSource’s IT team had to get board buy-in to replace four unsupported ERPs, which they did through clearly defining their current conditions/challenges, strategic business alignment, and showing synergies and efficiencies throughout. They were able to justify the investment and received board approval to deploy 21 new modules of a single ERP.

Campbell’s key findings?

• Get your executive team’s buy-in from the get-go

• Actively involve end users so the project is seen as a unified goal in the midst of organizational change

• Expose company leaders to the benefits throughout the course of the project

All Work and No Play? No Way!Once again on Tuesday night, your Quest staff and board hosted well over 200 customers at the Thirsty Bear Brewery for our annual OpenWorld reception. Marc Weintraub, Paco Aubrejuan, and Tracy Martin of the Oracle PeopleSoft team dropped by to show their support, chat and mingle with customers over local brews and appetizers. The party was a great way to unwind and strengthen connections made throughout the day.

18 Q&A ISSUE 3 2013

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