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 me. The OOW presentation covered Gallaudet’s upgrade to PeopleSoft (PS) 9.2 and its deployment of the PS Fluid User Interface (UI). Read more

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 their budgets. Many ad-hoc reports to manage the overall college budgets had already been developed for the business officers who use PeopleSoft on a regular basis. But what was really needed, was the ability to email reports to the non-PeopleSoft users who were in charge of the budgets. Read more

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 its 3rd year of being utilized by the colleges. Read more

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 them adopt. All of a sudden, everyone coming to the conference would prepare for Alliance in exactly the same way that you do. No task would be forgotten…because I know your To-Do List is absolutely complete and thorough. That would be a wonderful world, right? Read more

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 their efficiencies. Read more

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. This included the new approval framework for workflow and the attachment feature for journals. Read more

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 HRMS/Financials implementation, every job I had started as a technical developer position but ended up with either teaching security or doing security.

At the time I started, PeopleSoft security was a new and somewhat foreign concept to functional and technical alike. Instead of the legacy system where IT pretty much told the functional users what they could have access to, we started asking them what pages they needed access to in order to do their jobs. From that first enablement of the functional teams taking control (and therefore responsibility) of their staff’s access we have continued to engage the functional teams in the design and implementation of the system security. Read more

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 a constituent they are serving, or a project they are pursuing. A successful integration strategy should focus on leveraging Salesforce’s robust APIs to integrate data in one location so you can more easily accomplish your goals. The data must be timely, relevant, and actionable. This doesn’t mean it must be real-time, exhaustive, and bi-directional – you will provide significant value by starting with the most relevant data. Below are some key steps to put your integration strategy on a solid foundation. Read more

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 to capture data at the source. Integration to core was still limited and required centralized data entry.  Read more

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, and was seemingly getting larger by the day.  At this point, I thought I would put my hours of watching DIY television to work and take care of it for good. I don’t remember what I tried, but when I was finished it looked worse than before – and the crack opened up again, mocking my efforts. It was time to call in an expert….  Read more


Alliance 2019