Modern Integration in the New PeopleSoft World: An Overview for Business Users

Demands for robust connectivity and business system agility are greater than ever. We want the latest information available across all systems and devices at all times. The tolerance we once had for waiting on a nightly batch integration to update data across our systems is diminishing rapidly. Everything must be connected. And, by the way, […]

Machine Learning in the Oracle Analytics Cloud

Data Science Capabilities at Your Fingertips Most analytics tools are only capable of reporting on past events and showing trends. While helpful, it’s not actionable. Historically, predictive analytics required the specialized skills of data scientists and advanced developers to discover patterns, trends, and correlations in raw data. Then came Machine Learning (ML). Once considered a […]

The Cloud Understood (Part 5 – PeopleSoft in the Cloud)

Welcome to Part 5 of The Cloud Understood series. In this edition, I want to address questions and concerns from the clients of Sierra-Cedar. As you most likely already know, Sierra-Cedar is first and foremost a services company. We are built on the idea of and passion for solving the most challenging problems with innovative […]

Increase System Confidence and Lower Cost with PeopleSoft Test Framework 2.0

One of the significant benefits of PeopleSoft Test Framework (PTF) is consistency. Once a test runs successfully, it will always run successfully until there is a configuration change. It is easy to change the data values to create different test cases for the same basic test; this creates great flexibility with minimum cost.

PeopleSoft is More than ALIVE

Quick—the first three emails I receive at with the correct answer to the question on the right will receive a Starbucks gift card! On Thursday, March 28that 2:00 p.m. ET, Lisa Riley, who is the Tech Lead at Domino’s, and I will co-present an online seminar[i] on facts about PeopleSoft. Lisa will present information […]

Using PTF Results for PUM

When faced with the decision whether to implement the next PeopleSoft Update Manager (PUM) Image, an organization must consider the amount of testing that will have to take place before the updated features are rolled out. Before PeopleSoft Test Framework (PTF), this meant having a lot of PeopleSoft users performing tasks outside of their normal […]

New HCM features in Image 28

HCM Image 28 has many new features, and while some may not apply to your organization, you’ll likely be pleased by the ones that help you improve processes, simplify, and perhaps, allow you to retire a customization that now is met by out-of-the-box functionality. This quarter’s Image brings 28 improvements that are classified over 15 […]

Winning Strategies for Achieving Your Enterprise Application Goals

Over the last two decades of conducting our Annual HR Systems Survey, we’ve observed a very real transition in how organizations adopt, deploy, and value their HR applications. Originally enterprise software was implemented to automate cumbersome, paper-based processes—back office tools meant to have little or no interaction with employees. New enterprise HR applications are not […]

Lease Management Updates in PeopleSoft

The new FASB ASC Accounting Standards Update 842 has raised a few concerns and created a little confusion on exactly how to best implement it and remain in compliance. To meet the new requirements, Oracle PeopleSoft delivered the Lease Administration Phase 4 updates in PeopleSoft 9.2 Image 27 for the shared functionality between Asset Management […]

PUM & PTF Go Together Like “Copy & Paste”

When I’ve asked for a show of hands for who uses PeopleSoft Update Manager (PUM), I usually see a majority of hands raised. The most recent update from Oracle shows that roughly 72% of all PeopleSoft customers are on release 9.2, and most have used PUM. Customers whom I’ve talked to have found that PUM […]

Protect your Frontline Officers with an Early Intervention System

Law enforcement agencies are in a tough position; they have a mandate to protect the public, but it cannot be met at the expense of their employees. Consider these statistics: More officers die of suicide than die of shootings and traffic accidents combined.[1] The National Alliance on Mental Illness (NAMI) cites studies that show between […]

PeopleSoft Test Framework – Is it Right for You? (2 of 2)

In Part 2 of my interview with Russ Barberio (RB) and Dan Croce (DC), we dig deeper into the PeopleSoft Test Framework (PTF) as we discuss the system and cost benefits associated with automated testing. PTF is a powerful tool, especially when applying variables and using test scripts. Here’s more on about the value of […]

Hackensack Meridian Health – PeopleSoft Innovator Award Winner

Hackensack Meridian Health (HMH) was recently awarded a PeopleSoft Innovator Award at Oracle OpenWorld in recognition of the tremendous amount of work accomplished in a relatively short time. After the individual healthcare networks merged operations in 2016, the project team set about eliminating 25 HR/Payroll systems as it moved 33,000 team members at 13 hospitals and […]

PeopleSoft Test Framework – Is it Right for You? (1 of 2)

We all know the benefits of using the PeopleSoft Test Framework (PTF). Streamlining the testing process, reducing costs, and keeping your PeopleSoft system up-to-date are just a few of the advantages. However, clients still want to know if it is the best tool for their organization. In order to gain insight into the value of […]

Domino’s – PeopleSoft Innovator Award Winner

The Value of a Customization Oracle awarded Domino’s an Innovator Award for its recent deployment of an innovation to its PeopleSoft HCM system. Domino’s created an innovative custom-built application to capture acknowledgments and electronic signatures from employees for a variety of HR, benefits, and payroll purposes. Domino’s bolt-on customization delivers hard benefits to the organization. […]

Syracuse University – PeopleSoft Innovator Award Winner

Fluid + Mobile + Workflow = Organization Value Recently, Syracuse University moved to the next generation of time collection for both its academic and administrative units, with innovations around collection processes and easing administrative burdens. Syracuse identified an area of need and took the steps to improve its PeopleSoft system, using the delivered tools versus a […]

NFCU – PeopleSoft Innovator Award Winner

The Value of a Customization Navy Federal Credit Union (NFCU) was awarded a PeopleSoft Innovator Award by Oracle for its work with Candidate Gateway (recruiting). NFCU combined the updated features of Candidate Gateway with edits to delivered Fluid UI pages and added unique Web analytics to capture data about a candidate’s behavior when applying for […]

The Change-Culture Connection – Where to Start?

The study of organizational culture is nothing new, but it is finally getting more consideration in the practice of Change Management—and this raises a lot of questions. What are the connections between culture, business leadership, and transitions? How can this information be used in strategies? What approaches should be applied when culture is x, y, […]

PUM Updates too costly? Try PUM-as-a-Service!

Sierra-Cedar released a new service for general availability a few weeks ago—“PUM-as-a-Service” (PUM-aaS). This service provides a very cost-effective process for organizations that want to keep their PeopleSoft system current with the new features/functions in each image but have constraints (e.g., expertise, resources, time). Sierra-Cedar has very experienced PeopleSoft staff dedicated to advising clients on […]

PUM-as-a-Service, Fixed Fee, Tell Me More

Who is totally up to date on applying PUM (PeopleSoft Update Manager) images and who finds it easy to apply updates every quarter? I bet it’s a short list. The problem with keeping PeopleSoft updated is it’s a full-time job during part of the year, plus it can require some specialized skills. The purpose of […]


PUM-as-a-Service—that’s a mouthful for sure. PUM (PeopleSoft Update Manager) was developed to help simplify maintenance and lower costs for PeopleSoft users. However, I think you can do even better. PUM-as-a-Service further simplifies and lowers cost for your business. Let me provide a quick overview. When you think about what this could mean for your business, […]

Preparing Your Organization to Explore SaaS

In my last post, I wrote about the SaaS application delivery model and encouraged organizations to take a serious look at it as a new year’s resolution. I presented some descriptions of what many organizations would recognize as their current state of application systems and gave some brief descriptions of what the SaaS model is […]

Configure, Provision, & Migrate to Oracle Analytics Cloud

You have questions, and Oracle Analytics Cloud (OAC) has the answers. Your first question may be, what is OAC? Oracle Analytics Cloud is a single platform that empowers your entire organization to ask any question of any data in any environment on any device.[1] It’s a Cloud solution that is designed to let users spend […]

Jump-Start Your Cloud Journey

Deeper analytical insight and agility is at the forefront of growth strategy for companies across all industries. However, the complexity of defining the appropriate path to leverage the benefits of the Cloud to gain meaningful insight from your data can be overwhelming. The Oracle Analytics Cloud (OAC), a breakthrough product for both Essbase and Business […]

PeopleSoft Test Framework. Well worth the effort.

Testing PeopleSoft processes for PeopleSoft Update Manager (PUM) updates or major release upgrades is usually not high on a user’s list of likes. The entire process of developing a test plan is not exactly fun: assembling a team, creating and performing tests, fixing issues, re-testing, documenting, and finalizing the test process. Testing is a costly […]

Simplified Analytics, it’s truly a must have.

When organizations list the most important function for a system, it’s to collect and report data. This is, by far, the number one response. To me, the better the reporting, the better the system. Do you use this PeopleSoft feature, Simplified Analytics? You should. Obtaining actionable information that is easy to understand and in real-time […]

Selective Adoption

My wife and I have similar business backgrounds and often discuss current issues and events, however when I recently brought up the topic of “Selective Adoption,” she gave me a very questioning look. (Understand that we volunteer with an organization called Safe Families for Children,, which focuses on keeping children safe and families intact.) Obviously, […]

Oracle PeopleSoft Fluid is better than sliced bread. Really.

If you’ve made the move to Fluid, the rest of this blog will just make you smug. For those who haven’t moved to the latest PeopleSoft user interface, let me provide you with both practical reasons and financial reasons on why you’d want to update your PeopleSoft to a modern user interface (UI). The #1 […]

PeopleSoft Commitment – Indefinitely, That’s Definite!

Recently, I met with Marc Weintraub from Oracle to discuss some ideas that may not be crystal clear to PeopleSoft customers or the public at large. At the top of our list was, “What did Oracle mean when it said, ‘Oracle is fully committed to supporting and investing in its PeopleSoft solutions indefinitely’?”1 That’s a […]

Hosting PeopleSoft in the Cloud

There is some uncertainty about what it means to move PeopleSoft “to the Cloud.” The simplest description is running your PeopleSoft (PSoft) system outside of your facility—in someone else’s facility. There are many options available. There are options regarding what you are responsible for and what the vendor is responsible for (e.g., patching SW, security, […]

Sierra-Cedar Adds Two New Salesforce Marketing Cloud Consultants

Colleges and universities have a growing demand for advanced marketing features to support increasingly complex use-cases that take the multi-channel student engagement to the next level. To support the marketing transformation that is taking place across campuses nationwide, we are pleased to announce the addition of two new team members who bring significant marketing experience […]

You’ve Come a Long Way, Survey

Reflections on Technology, Transparency, and the Changing Culture of People and Work through the Eyes of a 20-Year-Old Survey    Take a moment and look back to where you were 20 years ago, in 1997… I was a young mother, working on a graduate degree, applying for an internship that would eventually change my life. […]

Managing PeopleSoft Security

Managing PeopleSoft security is an important component of managing your system. We find that system security is oftentimes an afterthought, especially during an implementation or an upgrade. This can result in security being perceived as an obstacle by users rather than a positive system module.

Supply Chain Best Practice Series: Back Order Vendor Performance

As healthcare systems across the country continue to implement Supply Chain Management “Best Practices,” many are now focusing on their supply chain vendor performance via Key Performance Indicators (KPI). As such, let’s focus on one key operational KPI: Back Orders to illustrate how to leverage your SCM solution.

Oracle OpenWorld. A week for drinking from a fire hose.

Co-presenting with Earl Parks from Gallaudet University[i], the premier U.S. school for the deaf, was the highlight of my week at Oracle OpenWorld (OOW) 2016. Gallaudet was a major player in passing the Americans with Disabilities Act (ADA) of 1980, which led to the adoption of universal design[ii], helping a great diversity of people, including […]

Cost Accounting…how to integrate the Financial System with the Clinical System

Cost Accounting in healthcare via Decision Support has always relied on core clinical systems for revenue, quality, episodic, and statistical variables. Supply and labor cost components via allocation methods from the finance system, however, continue to challenge true service and product line costs of services. Evolving healthcare cost accounting now depends on an underlying Data […]

Oracle Student Cloud: Times, They Are A-Changing

Built for higher education from the ground up, Student Cloud is being designed in tandem with customers to deliver a comprehensive student system solution. Student Cloud is the umbrella name for all six pieces of Student Cloud: Student Engagement, Student Recruiting, Student Support, Student Management, Advancement and Financial Aid. Each piece may be purchased and used […]

Sierra-Cedar Higher Education Services and Workday Student – The Keys to Higher Education’s Success!

Congratulations to Workday on the release of Workday Student! Workday Student encompasses everything from student recruiting, admissions, curriculum management, student records, academic advising, financial aid, and student financials. At Sierra-Cedar, we’re excited to be a Workday Student partner because we believe this system will be able to transform the entire higher education industry.

The Cloud Understood (Part 4)

Welcome to Part 4 of The Cloud Understood series. A quick recap: in Part 1, I defined “Cloud” and described many of the most common XaaS (Anything-as-a-Service) offerings. In Part 2, I discussed the interaction of Cloud Providers, Consumers, Service Owners, and Service Consumers and mentioned the features and benefits of the Cloud. In Part […]

The Cloud Understood (Part 3)

Welcome to Part 3 of The Cloud Understood series. A quick recap: in Part 1, I defined “Cloud” and described the most common XaaS (Anything-as-a-Service) offerings. In Part 2, I discussed the interaction of Cloud Providers, Consumers, Service Owners, and Service Consumers and mentioned the features and benefits of the Cloud. In this edition, I […]

Chart of Accounts (COA) Redesign for Healthcare

Healthcare organizations rarely have “transformational” opportunities, but revisiting the Chart of Accounts (CoA) allows your organization to reassess and enhance your business requirements. Designing a new CoA has the potential for creating more positive, transformative change than other aspects of a modern Enterprise Resource Planning (ERP) system. The CoA is pervasive throughout both health and […]

A Suggested Soft Skills Training Program

The Problem Companies expect employees, especially those in the mid-Manager- and Director-level positions, to be independent thinking, creative resources capable of prioritizing and managing their time to further the goals of the organization. While most employees feel they work hard, and most do, the sad truth is very few have the soft skills necessary to […]

Survey Says: Payroll, HRMs, and Talent—Oh My!

It might be hard to believe, but at one point in time, watching a favorite classic movie once a year was a real treat. Growing up in a little Ohio town in Midwest USA, not only did we walk to school uphill both ways in a snowstorm, but we also had a distinct lack of […]

Survey Says: Mobile and HR Self Service Make a Great Couple

The women in my family have faithfully passed down a very special skill from generation to generation. While other families pass down amazing cooking skills or timeless gardening capabilities, my family passes down bargain hunting. The polite terms are “frugal” and “thrifty,” but to each successive generation, the women of my family teach their bargain-hunting […]

Change Management Approach to Achieve Healthcare IT Adoption

Reform-driven “disruptions” or changes continue to impact healthcare’s transparency and cost-control efforts.  Both transparency and cost-control efforts support IT spending, smarter analytics, and expansion of products and service lines beyond traditional partnership models.  Both are also a catalyst for consolidation of operations and initiatives to transform hospitals into new delivery models focused on leveraging the […]

The Cloud Understood (Part 2)

In this edition, I will talk about how Cloud service providers address the needs of individuals and organizations and identify the common benefits/features of Clouds in general. As I discussed in Part 1, the Cloud is “many things to many people” and other than the generalized definition of Internet-based, ubiquitous, convenient, scalable, elastic, on-demand and […]

Evaluating the Cloud: Cloud World and HCM World

Cloud World and HCM World—have you heard of them? They’re not what you might first think; not OpenWorld and definitely not a mythical world up above. These are real-world conferences focused on all things “Cloud” and HCM. Top thought leaders discuss what they’ve seen; and better, what they see coming for services in the Cloud. […]

The Cloud Understood (Part 1)

In this blog series, my goal is to explain the concepts of “Cloud,” its features, methods, strengths, weaknesses, benefits, and risks. Not since the late 1980s and early 1990s, when the “Internet” buzz-word consumed the mindset of everyone who was at least tangentially exposed to information technology, has a term become so pervasive as has […]

Where do I stand with My Budget? Lessons from KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their budget reporting process. These improvements included the development and distribution of a weekly report for those responsible for the budget. Utilizing Connected Query and BI Publisher, we have developed several reports to support budget users in managing […]

Homemade Budget Development: Creating a Customized Budget Module at KCTCS

I have been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their annual budget planning process. These improvements include the development of a custom budget module within PeopleSoft Financials. With the upgrade to PeopleSoft Financials 9.2 and PeopleTools 8.53, we continue to improve upon the budget planning process—now is in […]

Activity Guides: Steering You Down the Right Path for Grant Closeouts

So what’s an Activity Guide? You are probably making a To-Do List leading up to the Alliance Conference. That’s similar to an Activity Guide except for it to become and Activity Guide, you would need to then copy your To-Do List, hand it out to everyone else who is coming to Alliance 2015, and have […]

Before, During, and After the Upgrade to PeopleSoft Financials 9.2: What We Learned at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their PeopleSoft Financials upgrade from 9.1 to 9.2. This upgrade brought a great many new features which KCTCS wanted to take advantage of immediately. With the upgrade to PeopleSoft Financials 9.2, KCTCS was able to eliminate several customizations and improve […]

Implementing GL Journal Workflow at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their journal entry process. These improvements include streamlining their entry process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of journals by utilizing several of the new delivered functionality. […]

Security Matters

While many aspects of PeopleSoft security have not really changed much since I was first introduced to the product as a university student worker, there have actually been a lot of changes over the past 19 years, especially with Campus Solutions. From my early days as a student worker as a developer for a University […]

Survey Says: Workforce Management, the Unsung Hero of HR

The passage of time is relative to the topic. When we think about our families, children, and partners, they grow and change so much in what seems like the blink of an eye, the years that pass by so quickly are expected. On the other hand, when looking back on our days at work, we […]

The Cloud Authentication Challenge

Everyone “knows” that one of the largest issues holding back wider adoption of the Cloud is security. How can information that is stored in the Cloud be truly secure? The reason the Cloud is so challenging is that many people, both technical and non-technical, don’t fully understand what technologies they need to make it usable […]

Integration in the Cloud: Some Basics

The Cloud is great, isn’t it? It opens so many doors, removes some major barriers when it comes to organizations getting a system up and running quickly, and it… well… also poses some questions to those who are new to it. This blog post will deal with one very common question asked by both business […]

Survey Says: HR’s Plans for Technology in 2015

Every year those “in the know” spend time gazing into the future (or their navel, depending on their creative process) with the hopes of picking out those pearls of wisdom that will enlighten and prepare their audience for the coming year. Every industry has its pundits, wise ones, and data collectors, each of them looking […]

Evaluating the Cloud: How Much is the Cloud?

As the holidays approach, most of us receive emails about shopping opportunities, special deals, and anything to encourage us to buy—and most focus on price. Those of us who enjoy a deal are often concerned about our personal budgets and also budgets in the professional realm. When considering any new purchase, one of the first […]

The Quantified Organization: What Do We Really Mean by Creating Data-Driven HR?

It never seems to fail that following the HR Technology® Conference in October, there’s an increase in blogs, articles, and overall commentary on HR analytics. The articles usually follow this trajectory: Why aren’t organizations investing in analytics? First we bemoan the fact that so few organizations are investing in HR analytics: only 12% of organizations […]

Evaluating the Cloud: What is – Cloud?

Lately everyone I talk to asks me whether they should they migrate their on-premise system (Enterprise Resource Planning/ERP) to the Cloud, invest in their on-premise ERP, or do nothing. Before I answer this question, let’s explore what organizations are defining as the Cloud.

Evaluating the Cloud: How does it Fit in Your Company BI Strategy?

Cloud computing is clearly one of the hottest technology trends. What started out as simple social media solutions (such as Facebook, YouTube, and Gmail) grew into departmental solutions (such as Customer Relationship Management) and then into full operational ERP system solutions. There’s an obvious appeal to hearing that you no longer need to worry about […]

Evaluating the Cloud: What is Driving User Adoption?

In the last blog, I said we would be looking at whether it’s better to upgrade your on-premise system or move to the Cloud/SaaS. I’m pushing that subject back a bit, in order to address some readers’ questions about one of the findings from our annual HR Systems Survey. (The most recent results are online […]

Evaluating the Cloud: On-premise vs. Cloud, where is the Functionality?

About four years ago, my wife asked me if she could have my old laptop. She wanted it so she could go on the web, research, and email without being tethered to her desktop. I understood, but knew that my laptop was heavy, hot, and a has-been. While it would accomplish what she wanted, it […]

Evaluating the Cloud: What is in the Cloud?

I expect many people have heard of the Chinese company Alibaba – which is actually a group of internet-based e-commerce businesses with sales greater than eBay and Amazon combined. Its September 2014 IPO, at $25 billion, was the largest in IPO history. With all the recent buzz about Alibaba, I just had to see it […]

Evaluating the Cloud: How Real is the Cloud

by Richard George This year the Cloud has officially become a major player in the IT world (maybe the major player). But what is it? And why do companies use Cloud technology? I recently conducted a non-scientific, but random survey of what people thought of when I said the word “cloud”. Answers mostly included thoughts […]

Introducing the “Evaluating Cloud Solutions” Series

by Richard George Welcome to our newest blog and to the rarefied air of cloud technology. This an overview of a series about systems, applications, and more. Technology that is run in the Cloud instead of at your location (on premise). We’ll not limit the discussion to a single application domain like Human Capital Management […]

Business Intelligence Readiness Assessment

Consider that average office of the Chief Financial Officer is challenged with: Business Intelligence (BI) solutions that are separate and uncoordinated Supporting varying Key Performance Indicators (KPI), business drivers, and calculations across operational and clinical systems Dealing with disjointed “systems of record” reports for the various business and services lines

Integrate to Automate: 10 Best Practices in Salesforce Integration

Written by Jonathan Maher Originally posted at Sometimes in higher ed, we’re our own worst enemy — buying multiple point-solution systems that result in data silos, frustrated users who have multiple login credentials, and no holistic view of the student. It makes it pretty tough for a staff or faculty member to obtain a 360° view of […]

CedarCrestone HR Systems Survey: Moving Forward

As we launch the 17th annual CedarCrestone 2014–2015 HR Systems Survey, it’s appropriate to reflect on the past and look forward to the future. I’m often asked what brought me to the field of HR and Talent research—it’s not the easiest job to explain, which I found out the hard way trying to explain my […]

Making the Case for Healthcare Enterprise Integration Strategy

As the average hospital today has almost 850+ mission critical applications, the word “interoperability” has now become synonymous with Enterprise Integration (EI).  EI is the goal of connecting software (read: getting to data) from different vendors’ solutions notwithstanding differences in infrastructure technology and application architecture.  Hospitals must connect all manner of disparate healthcare applications while […]

A New Manager Self-Service Model for Academic Healthcare at UTMB Health

UTMB Health implemented Oracle’s PeopleSoft HCM version 8.9 in 2005 with limited Manager Self-Service (MSS) rolled out using the legacy design and delivered routing capability. It proved difficult to maintain and update, and somewhat inflexible to meet the changing business needs. Gaps in delivered MSS (such as new position request) were met with custom forms […]

Central Washington University’s PeopleSoft Renovation with the Sierra-Cedar Upgrade Lab

By Tim Foley and Randy Ott A few years ago my wife and I noticed water leaking through a crack in the bathroom walk-in shower where the floor met one of the walls. Fancying myself the handyman, I figured a bit of caulking would do the trick. After a few weeks though, the opening reappeared, […]

Grant Reconciliation Made Easy

Grants are “special”  – we all know that! In order for us to do our daily and monthly processes we cross bridges from Grants to Project Costing, Contracts, Billing, and Accounts Receivable before finally landing in General Ledger. In a perfect world the transactions you started with are the same as the ones you finished […]

Automating Recurring Payments: Streamlining Procure-to-Pay and Reducing Redundancy at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline recurring payments by utilizing some of the new delivered functionality along with existing […]

Veteran’s Benefits Processing – Student Financials

Whether by “waving” our flags or by “waiving” our tuition, higher education proudly supports our military veteran students.  However, current federal regulations make it difficult to offer quality customer service to this student population. I imagine colleges view their veterans’ processing as the proverbial “square peg/round hole” dilemma: how to do you fit very specific, […]

Easing the Pain of Salary Funding Changes at UTMB Health

Universities that have a significant amount of grant funding will usually process a high volume of transactions in Oracle’s PeopleSoft HCM Commitment Accounting module either to set up funding for Payroll Expenses and Encumbrances or for Retroactive Salary Funding Transfers. Funding for Payroll expenses and encumbrances is set up in the Department Budget tables in […]

Fixed Asset Management for Healthcare

The goal of this blog is to help you learn about healthcare best practices for fixed asset management and suggest tips for implementing them in your hospital. These best practices will help you to seek out potential savings in your fixed asset base and show you how to save time in the process. Key topics […]

Simplifying your Procurement Year-End Processing

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and improve efficiencies. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the year-end processing, especially the year-end accruals for both purchasing and payables. 

Healthcare Payroll PeopleSoft Best Practice Guide – Part Two of Two

The following Part Two of the Healthcare Payroll PeopleSoft Best Practice Guide reviews the PeopleSoft application features and functionality used in production to determine if these are being utilized optimally. Your review should compare the current production system features (including customizations) against delivered functionality.

Healthcare Payroll PeopleSoft Best Practice Guide – Part One of Two

As many healthcare organizations have begun to focus on how to manage labor expenses (with a goal to reduce) without reducing headcount, I have been asked to share some Healthcare Payroll PeopleSoft Best Practices recommendations and suggestion for PeopleSoft optimization. The following “Healthcare PeopleSoft Payroll Best Practices Guide” is one of two that offers strategies […]

PeopleSoft 9.2 – PeopleSoft Upgrade Manager (PUM)

PUM: for the uninitiated, this acronym might not create a great deal of excitement, but wait until you use it. PeopleSoft Update Manager (PUM) has been described as “the tool that breaks up a large upgrade into small, easy-to-apply updates.” One user describes PUM as “a search tool to find applicable patches.” Another says, “PUM […]

PeopleSoft 9.2 – Oracle OpenWorld Questions

I don’t have a blog for today where I share information. I have an “ask” for all of you. I’ll be at Oracle OpenWorld next week attending sessions, and talking with Oracle representatives. What questions do you have about PeopleSoft? I’m looking for you to send me questions on PeopleSoft functional, technical, and strategic areas. […]

PeopleSoft 9.2 – The Case for Organization Change Management

In past blogs, I’ve presented evidence for why PeopleSoft 9.2 and PeopleTools 8.53 can make everyday tasks easier and faster. There is one caveat; will your employees embrace the new system? Including OCM in your project plan will dramatically increase the odds they will and speed at which they do.

PeopleSoft 9.2 – Tools 8.53

While PeopleTools 8.53 isn’t technically a new function of PeopleSoft 9.2, these new PeopleTools enable many of the new functions within all the PeopleSoft 9.2 applications and provide valuable enhancements to the PeopleSoft ERP Suite – more function, less maintenance – exactly what we’ve come to expect from a proven ERP.

PeopleSoft 9.2 FMS – Financial “Marvelous” System Best Features

In the last blog, I said the PS 9.2 HMS is “magnificent.” I also have to say that the PS 9.2 Financial Management System is “marvelous.” I’ll admit to having some geeky-ness about me—I enjoy reading about, watching the videos, and testing the new PS 9.2 system (the Release Notes and the Cumulative Feature Overview […]

PeopleSoft 9.2 HCMS – Human Capital “Magnificent” System

I actually do think that the new PS 9.2 HMS is magnificent. While it’s properly considered a sub-release from 9.1, it really has a lot packed into it. In total there are over a thousand enhancements, but today I’ll discuss the three that I think are most valuable.

PeopleSoft 9.2 Hosted Solution – Does it make cents?

OK, bad pun; but what are the costs and benefits associated with a hosted PS 9.2 solution?  A great time to explore whether or not this makes sense for your organization is during your overall PS upgrade evaluation. By outsourcing the management and maintenance of their PeopleSoft systems, many clients can realize financial and operational […]

How to Implement Automated Benefits in PeopleSoft

The first step is to create a plan – and because open enrollment period gives you the biggest payback and is the easiest event to configure, that is the perfect place to start.

Lessons Learned on PeopleSoft Position Management

The University of Texas Medical Branch (UTMB Health) is moving to an environment where Managers will process changes for their employees using Pages in PeopleSoft 9.1/Tools 8.52 Manager Self Service.  The Pages will have approval routing that is based on the level of the Manager submitting the request as well as the “reports to” Manager.  […]

Ease the Pain of Salary Funding Changes

Funding and retroactive salary transfers are typically the highest volume of transactions for a University with Medical Centers and Research funding.  The delivered pages can be intimidating and are better suited to a centralized processing group.   Unfortunately, the Centralized concept doesn’t work for every institution. UTMB Health is a perfect example of that. Their solution […]

Lessons Learned on OBIEE & OBIA

I have worked with many healthcare organizations that have decided to license Oracle Business Intelligence (OBIEE) solution and are now facing the daunting task of implementation. Instead of embarking on your OBIEE journey blind, I suggest learning from those who have already gone through the process. Read on to learn more or attend my HIUG Interact 13 conference session “An OBIA Story: NYU Langone Medical Center eFinance Transformation” (Session Number: 13068) on Tuesday, June 11, 10:30 a.m.

Evaluating PS Release 9.2: HCM Benchmarking and Strategic HCM Roadmap Services

This is one of my favorite areas of consulting, Sierra-Cedar’s proprietary HCM Benchmarking and Strategic HCM Roadmap services. Sierra-Cedar conducts an annual survey of HCM technology and has gathered millions of data points over the last 15 years. The data provides our clients with key information about HCM technology such as, what systems are organizations looking […]

Data Governance in Healthcare

Data governance is a longstanding obligation of the healthcare industry.  And in light of the many Business Intelligence (BI), Electronic Health Record (EHR)/Electronic Medical Records (EMR) projects, data governance has become critical to the data integrity of health information. Most hospitals have multiple information systems that feed into their BI, Decision Support Systems (DSS) and […]

Evaluating PS 9.2: Project Scope, Business Process Innovation, Organizational Change Management

The underlying assumption in the last blog was that there are definite benefits to upgrading your PeopleSoft system.  I provided a URL so you could spend time reviewing the long list of new features and functions in order to identify the potential big benefits to your organization. This blog looks at setting the project scope, […]

PeopleSoft 9.2 Value? Its ROI.

More than one reader has asked, “Why upgrade to PS 9.2 now? Why not wait—or even skip it and just deploy a future release?” Inherent in these strategies is the assumption that the cost of the upgrade is greater than the benefits its deployment would produce. Today I’ll look at why it can be worthwhile […]

Modify PeopleSoft 9.2? What to bring forward?

Now that PeopleSoft 9.2 is in GA – general release – you can review your current list of modifications and compare it to the list of new features/functions in your PeopleSoft applications. The exercise of deciding what to migrate to PS 9.2 is key to keeping your system both easy to use and cost effective.

Integration Technologies: Finding the Right Fit

Integration technologies are now more important than ever, as Higher Education customers look at adopting SaaS applications and interact with a wider variety of data consumers. This includes old technology, new technology, leading edge technology, and industry-specific solutions. With these ever-expanding technology footprints, how do we find the right integration technology fit?

Healthcare Cost Accounting Lessons Learned

Today’s pressure to reduce healthcare costs and the increased liability providers have is challenging how healthcare systems address cost accounting.  Due to the uniqueness of hospital operations, most healthcare organizations continue to struggle with identifying thecosts of products and services by responsibility segments, capturing the full cost of products and services, including inter-entity and department […]

The Two Most Impactful Higher Education Technology and Services Trends for 2013

Someone recently asked me to predict which service and technology trends will have the biggest impact on Higher Education in 2013. Interesting question. Though lacking a proper crystal ball, I nonetheless gaze into the future and no less than a dozen influential trends come into view.

Evaluating PS Release 9.2: First Adopters or Wait?

PeopleSoft (PS) 9.2 is GA on Friday, 3/22, and the press releases show that everything will be available—that’s great news. CedarCrestone is working with a number of our clients on their PS 9.2 upgrade: project planning, identifying resources, securing budgets, and reviewing the value of the new functions in the pre-release notesI did a straw poll and asked for the pros and cons of upgrading ASAP versus pushing the upgrade off for a while.

Outpacing the Shift: What CEOs & CIOs should be thinking about now to prepare for cloud innovations to come

The software and services market is changing at a rapid pace. The question I get most often is ”what should CEOs & CIOs be thinking about now to prepare for and ideally outpace that shift?” C level executives are going to be dealing with many of the same decisions and challenges they have faced for the […]

What is SMART AMS and Why is this New Approach Worth Considering?

First let’s talk about Application Management Services or “AMS” support and why it is becoming so important for organizations to include as a component of IT/Business strategy. There are three significant trends impacting the demand and nature of support services delivery. Legacy Applications: Three Generations to Support First, technology and functional groups today are being asked […]

Reporting Vendor Diversity Information

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their Supplier Diversity Initiative. Our overall goal is to ensure that KCTCS meets their 2010-2016 Strategic Plan goals to “reflect the diversity of the students and employees of our 16 colleges and the citizens of the Commonwealth of Kentucky”. The […]

Decentralizing Your Accounts Payable

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of invoices by utilizing several of the new delivered functionality. This […]

Introducing the “Evaluating PS Release 9.2” Series

Over the next few weeks, I’ll use this space to evaluate PeopleSoft release 9.2 by sharing my observations and experience evaluating an upgrade to PS 9.2 for CedarCrestone.

Lessons Learned from EHR Business Intelligence Solutions

The latest Black Book  annual evaluation of leading healthcare and medical software and service providers across 18 operational excellence key performance indicators suggest electronic health record systems vendor are continuing to fall short of provider’s expectations leading 2013 to be the year of the great Electronic Medical Records/Electronic Health Records (EMR/EHR) vendor switch. EHRs […]

Three Leading Practices for Implementing and Governing a Campus Solutions/HRMS Split Environment

We at Sierra-Cedar have been working on the Campus Solutions/HRMS database “split” with our customers now for nearly two years. We are proud that we have 16 live as we close out 2012. I believe this is more than any other system integrator. Our first customer to go live, Palomar College, has been live for well […]

How to Create a Healthcare Change Management Strategy

This blog post offers a working change management approach for healthcare projects.

A Working Healthcare Project Risk Management Approach

A guide and an overview of a working ERP and/or Business Intelligence implementation risk mitigation approach for the general Healthcare community

Healthcare Business Intelligence (HBI): Why an Enterprise Class solution when my EMR vendor delivers a BI Solution

There has been much discussion and much hype of late on healthcare organizations investing millions in growth for competitive strategies, e.g., optimum care delivery; developing a reliable financial baseline; employing rigorous business planning; and increasing market share. For today’s health care providers, however, the future is full of change and uncertainty.  The HITECH-driven road toward Meaningful Use […]

A Business Case for SCM Business Intelligence for Healthcare

Most healthcare provider organizations require significant amounts of information on their financial operations and their clinical efficiency. Not all of these organizations, however, are realizing the full value of their investments in operational systems such as Supply Chain Management (SCM) which contain a wealth of untapped “intelligence.” As hospitals increasingly need to make complex decision […]

Why Business Intelligence (BI) in Healthcare?

Hospital executives and clinicians often make decisions that are not evidence-based or data-driven.  In their quest to improve quality of care, efficiency and financial performance, they often times overlook critical data in the decision making process. Why is that a problem?  Because in hospitals, while time and effort is spent collecting data, there may be […]

Clearing Up the Confusion about Enterprise Learning Management (ELM)

Before implementing PeopleSoft Enterprise Learning Management (ELM) you first need to know which one is right for you. CedarCrestone’s Dennis Bortolus helps you understand the differences and make the right investment for your institution.

Best Practice Healthcare Series: The Link between Supply Chain Management & Revenue

While the implementation of integrated Supply Chain Management solution will provide state-of-the-art capabilities to support critical cost saving efforts, we have found that implementing the solution in and of itself will not automatically achieve the performance improvement and business operational / process objectives typically predicted.  There is only minimal return on investment from the implementation […]

Managing Work-Study in PeopleSoft

“Students change jobs more often than they change their socks.” This post discusses managing work-study in PeopleSoft HCM

Affordable Care Act (Obamacare) upheld—so what does it mean to me in IT? (… its BI)

In a momentous ruling touching virtually every American, the Supreme Court narrowly upheld President Barack Obama’s historic health care overhaul (Affordable Care Act – ACA) on Thursday, June 28, 2012 with the unlikely help of conservative Chief Justice John Roberts.

So how does this impact us in Healthcare IT today, those of us who are running from meeting to meeting, applying patches and working on our punch-lists of “to-dos”? Well,…

Lessons Learned from ERP Engagements

Ricky Arrendondo has 25 years of Enterprise Resource Planning (ERP) project experience and shares his lessons learned when it comes to successful ERP engagements.

The Time to Review your Supply Change Management Solution is Now

“Never before has the business case for transformation in the healthcare supply chain been so persuasive…While the future is unclear, most agree that at least some things are certain. Healthcare costs must come down. Hospitals and other care providers will be reimbursed on value, not volume. And hospitals will need to survive on Medicare reimbursement levels.” Driving Transformation in the Healthcare Supply Chain: Change Can Be Good for Your Bottom Line, GHX 2012

Understanding Oracle PeopleSoft Position Management

There has been a lot of confusion, particularly in the higher education world about Position Management and Commitment Accounting modules in Oracle’s PeopleSoft HCM suite. This article aims to explain to main questions:;how to implement Position Management, and what is Position Management.

The Project Quality Review – A Helpful Friend or A Pesky Foe

Project Quality Reviews address the need for independent review and analysis to determine if a project: (a) is on track to be completed within the estimated schedule and cost, and (b) will provide the functionality required by the sponsoring business entity.

Legacy Back Office Systems are Costing Healthcare

The strategic imperative for growing enterprises in healthcare is to achieve operational excellence. Your current legacy ERP strategy is costing you and you now have the base for a business case to re-write your ERP strategy. Before you commit to “upgrading” your current legacy back-office (ERP) review what your hospital needs and needs to accomplish with its ERP strategy.

Lessons from The Split

I started working on the CS / HCM split full time while helping Palomar College with their split project in 2011.  They went live in October with little to no disruption. Sierra-Cedar was fortunate to be part of Oracle’s Early Adopter Program, which gave us frequent access to the right individuals in the Oracle Campus Solutions group when […]

Ushering In a New Era of Procure-to-Pay Efficiency

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements ensure requisitions are sourced to purchase orders, purchase orders are dispatched, and invoices are vouchered without delay and with greater efficiency. Utilizing Connected Query and XML Publisher, we have developed several reports to […]

Continuous Healthcare Supply Chain Management ROI

All of healthcare is under more pressure than ever to keep costs down and thrive…despite near constant business change. Flexibility in Supply Chain Management (SCM) is about having the ability to allow your hospital organization to respond rapidly to changing business landscapes and customer (department) demands to continue to achieve your SCM Return-On-Investment (ROI).  Your […]

Effort Reporting in a Digital World

More institutions are making the leap to an electronic reporting system. To get the most out of your system and bring maximal integrity to the process, this article outlines the “full business process lifecycle” approach. The author, Matt Luby, will be co-presenting a session with Judy Hefren, Budget Analyst at Florida State University, at Alliance 2012 titled: Blasting Off to A-21 Compliance and Beyond – Leaving the Paper Behind!

The Communication Center: Student Communication Just Got Easier

Over the years, I have heard countless complaints about the inefficiency and ineffectiveness of student communication systems in higher education. People are tired of students claiming they never received the university’s communication or that they accidentally deleted it. They wish there was a way to confirm that a student actually read a message or a method for […]

Big Bang Theory

Organizations upgrading their old systems are finding that software now comes in large integrated packages that often contain more features or functionality than they had before and perhaps don’t really need. Many are taking the “Big Bang” approach of implementing everything at once, but that can prove more costly.

Healthcare Human Capital Management (HCM) PeopleSoft Best Practice Guide

Sierra-Cedar’s approach to process improvement for a healthcare client is to focused on “best practice” and what is required to take an health system from their current state to an optimized organization that fully utilizes the enabling technologies such as ERP software. We do this through assessment and validation of the healthcare entity’s requirements as the […]

Marketing Security through the KISS Principle

As we know from our own life experiences, at times we need to be sold the idea that we need or desire a product, hence the birth of marketing. For those of us that are security practitioners, we are constantly challenged with finding the right method to get our message out to our organization. Ironically, […]

PeopleTools 8.52 – Oracle Announces Apple iPad Support

Details around Oracle opening the door for PeopleSoft users to interact with the PeopleSoft system through a mobile platform. Most recently, for customers on PeopleTools 8.52, Oracle PeopleSoft now supports the Mobile Safari browser which runs on the Apple iPad (iOS version 4.3.3).

Are We There Yet?

IT project go-live readiness criteria as defined by CedarCrestone’s Principal Consultant, Dennis Bortolus. Mr. Borolus specializes in HCM strategy and system implementations.

Understanding Position Management for Healthcare

PeopleSoft Position Management allows hospitals to: track fraction of total headcount, fraction of total budgeted FTE’s, set of attributes that represent a job (department, location, FLSA status, salary grade, FT/PT, etc., …“placeholder” that exists regardless of the specific incumbent, or lack of (vacancy), defined place on the organizational chart (reporting relationships, and to control a Budget and or Head-count/FTE for a business unit/department.

When it comes to Documentation – Less is More

Too often, the biggest product of system projects is documentation.  Some believe the more paper a project team can produce the better. In this business, we document both old and new systems, old and new processes, write specifications, mappings, risk assessments and strategies.  We even create guides for document formatting (documents about documents). Having done IT […]

Being the Trusted Advisor

What’s the Winning Formula? At Sierra-Cedar Higher Education we aspire to be the trusted advisor to our clients – past, present and future. Being a client’s trusted advisor is, in fact, mission critical for us. We want higher education key stakeholders to know that they can call on us for help, guidance,  or advice whether what […]

The Top Five Characteristics of a PMO with Staying Power

CedarCrestone Project Management Professional Vickie Lynn Cleary, PMP, CSM, blogs about best practices in information technology project and program management and process engineering for higher education and public sector Human Resources, Financials and Student Information System implementations and upgrades. CedarCrestone has completed over 1000 implementation and upgrades projects for more than 300 colleges and universities. CedarCrestone is an Oracle Education and Research Industry Specialized Platinum Partner and a Workday Higher Education Partner.

Invoice Matching/Payables Best Practices

We want you to provide a concise document, that tells us what the healthcare Best Practices are relative to invoice matching, we are not taking about software function, but rather Best Practices for business processes, regardless of whether the software supports them or not. (Hospital AP staff) Achieving benefits from adopting Best Practices generally results […]

Help! I Need Somebody – Help! Not Just Anybody

New Remote Help Desk Provides On-Demand Expertise How often do people on your campus find themselves in need of PeopleSoft consulting help, but with no easy way to get it? Maybe you need an advanced XML report, or you can’t resolve a system error, or maybe you just need some help with the setup of a new […]

Healthcare Back-Office Best Practices to Hard ROI

With the recent focus on maintaining adequate healthcare coverage, the declining nurse workforce, and the need for cost containment, hospitals have been challenged, once again, to do more with less. So we are back to “best practices” and “business optimization” that is enabled by the leading technologies.

Project Dashboards

Back in the 1980’s a new management trend began with the advent of Executive Information Systems (EIS).  Having a central repository of data allowed vendors to develop some new tools with names like “Score Cards” or “Dashboards” and they promised management that with a single page or screen of information they could effectively run their […]

Yet Another “Good Password” Article

There are a myriad of articles on the web about picking good passwords; just go to Google and type in ‘how to choose a good password’ and you’ll get 127 million hits (seriously). Yet despite that, it amazes me that people still make poor choices when it comes to password strength or choose to use […]

Turn on the Workflow Please

Many system projects start out with management saying, “I want workflow,” which is about as specific as someone going to a shoe store and saying, “I want some footwear.” Workflow is not a one size fits all solution that allows you to dance, run a marathon, or keep your feet warm on a cold morning. […]

Healthcare SCM Best Practice & Top Ten Healthcare Best Practices with Tactical Task

Although different hospitals will find different land mines in the implementation of Supply Chain Management System (SCM) and Surgery Information System (SIS) best practices, those who have implemented these in combination with Service Oriented Architecture (SOA) integration strategies agree that certain challenges are more commonly overlooked or underestimated than others. Consider the below to arm […]

Healthcare Supply Chain Management and Surgery Information System Business Process Integration

While the implementation of an integrated Supply Chain Management (SCM) solution provides state-of-the-art capabilities to support critical cost saving efforts, we have found that implementing the solution in and of itself does not automatically achieve the performance improvement and business operational/process objectives typically predicted.

Software Evaluation Tips

An important step in selecting the right software is to develop a good requirements list. A poor requirements list can result in surprises, delays and unforeseen costs during implementation.

Potential Labor Cost Containment Savings

Considerable savings can be derived from addressing the complexities, gaps, problems, and implementation of improved business practices. Savings can come from better accounting, costing, and reporting practices; elimination of redundancies and manual processes; more effective labor utilization; and improved engagement and management of time and attendance systems.

Social Media #FAIL

While most companies are moving or have already moved into the social media space, it is a new venture for most companies as well as their employees. The benefits of social media have been well publicized, so I won’t go into them here, but what have not been well publicized are the risks of using […]

Hosted ERP Solutions – The Cool Kid Once More

Traditional thinking would have you believe that a downturn in the economy would lead to an increase in interest for hosted and managed ERP solutions. While this may be true for some low hanging fruit and net new custom development that could take advantage of early cloud-based architectures, the expected systematic uptick did not develop.

Three Steps towards ERP improvement

In 1990, an emerging application software methodology was officially dubbed Enterprise Resource Planning or ERP. While not a completely new concept, changes in technology made it more of a reality and allowed vendors to change the architecture of application software from stand-alone systems to integrated suites.

A Different Take on Risk Assessment

First off, this is long winded, bear with me while we cover some foundational concepts first… A few weeks ago, I was asked to present alongside Splunk at the Gartner Security & Risk Management Summit in Washington DC as one of their customers and offer a view into how we’re using Splunk. Just having purchased […]