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

2. 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

3. The Latest
POINT OF SLIDE
Introduction, Review Agenda

4. 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

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

6. 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

7. 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

8. 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

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

10. My Grants Home Page – Sneak Peek

11. 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

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

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

14. Influence Product Direction
POINT OF SLIDE
Introduction, Review Agenda

15. 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

16. Questions