PeopleSoft Grants Julie Gustafson Product Strategy Manager Education & Government May 16, 2003

Enhancements since E&G 7.5 What’s on the Horizon Agenda The Latest Enhancements since E&G 7.5 What’s on the Horizon Influence Product Direction Q&A

The Latest POINT OF SLIDE Introduction, Review Agenda

Dedication to the Market HEUG Grants PAG What’s New Dedication to the Market HEUG Grants PAG Customers Implementing/Upgrading to 8.4 Release 8.9 – Q4 2003 Customer Testing Beyond 8.9

Enhancements Since E&G 7.5 POINT OF SLIDE Introduction, Review Agenda

Internet architecture facilitates collaboration Internet Based Internet architecture facilitates collaboration Connect people, processes, partners, and data Role-based content management Performance driven offers competitive advantage Real-time access to processes and information Optimize decision making ability Open architecture connects the enterprise Simplifies integration within and beyond the enterprise Secure and controlled information exchange

Unlimited, user defined budget types Commitment Control Unlimited, user defined budget types More intuitive, consistent setup Supports all PeopleSoft-delivered ChartFields Cumulative budgeting option Links between revenue and expenditure budgets Statistical budget checking on all budget types Security on Commitment Control events Entry, Adjustment, Transfer, Override, Inquiry Budget Date and Bypassing Budget Check Notifications and Exceptions capability Extensive visibility

Forms Printing Solution Delivered Standard Grants Forms Solution Grant Application (PHS 398) Non Competing Grants Progress Report(PHS 2590) Federal Cash Transaction Report (SF-272) Financial Status Report (SF-269) Benefits include: Compliant Forms Editable Forms No Third Party Dependency Easier Implementations Extensible solutions This is a new and superior forms generation solution that is being implemented to allow the printing of forms that were previously generated using ACELIO (Jetforms). Unlike with Acelio, , this forms solution utilizes the actual sponsor forms to which it maps all of the the required data elements through the use of XML/XFDF. This new solution also provides the benefit of allowing the forms

My Proposals My Grants Benefits Include: Home Pages Improved User Experience Intuitive Navigation

My Grants Home Page – Sneak Peek

Total Ownership Experience Improve Application Performance Expand Business Process Testing / Integration Continually Reduce Backlog This slide represents more detail on our total ownership experience initiative. We our evaluation our application to ensure the highest level performance. With our increase time we will expand testing both in duration as well as focus on business process testing to ensure thorough integration. We will focus on increasing customer satisfaction by fixing standard items that have been logged by our customers. We will add functionality that is critical in nature such as some new expenses functionality. We will improve the user experience by utilizing our user experience lab to conduct studies and fix usability issues. We will focus on ensuring that upgrades as well as maintenance are easier as well as more cost effective for our customers. Finally, we will spend time to ensure our documenattion is as accurate and complete as possible. Add Critical Customer Functionality Improve User Experience Provide “Anytime” Upgrades Concise–Correct and Complete Documentation

What’s on the Horizon POINT OF SLIDE Introduction, Review Agenda

Protocol Tracking Management Workflow Usability Business Intelligence Beyond 8.9 Protocol Tracking Management Workflow Usability Business Intelligence

Influence Product Direction POINT OF SLIDE Introduction, Review Agenda

Streamlined Customer Input Process Customer input can be provided to Product Strategy through multiple channels. Customer Input Capture Analyze Validate SIGs Industry Analysts Product Strategy RUGs Industry Experts IUGs PACs User Group Input Form – consolidated suggestions PACs other… Individual Customer GSC

Questions