🧠 The Modern ERP Digest – Edition 17

Curated by Aaron Engelsrud | Published on PeopleSoftCloud.com

Aaron • Nov 10, 2025

☕ This Week’s Focus

If last week was about momentum, this week is about trust, and what happens when it’s tested.

A high-profile Oracle-linked data breach, volatility in Oracle’s stock, and new insights into AI’s role in ERP transformations are reminding enterprise leaders that innovation and resilience must move in lockstep.

At the same time, Oracle continues to expand its AI and database portfolio; the PeopleSoft community keeps shipping value, and ERP strategists are seriously discussing the agentic AI inflection point.

This week’s Digest blends realism with forward motion, because resilience isn’t resistance; it’s readiness.

⚙️ Oracle, AI & Infrastructure

🔗 Washington Post Confirms Data Breach Linked to Oracle Hacks (TechCrunch)
https://techcrunch.com/2025/11/07/washington-post-confirms-data-breach-linked-to-oracle-hacks/
TechCrunch reports that a recent vulnerability associated with Oracle has been exploited, exposing data from The Washington Post. The incident highlights the interconnectedness of third-party ecosystems—and underscores that shared responsibility in cloud security extends beyond a mere checkbox.

🔗 Oracle Stock Dips as Investors React to OpenAI Uncertainty (Barron’s)
https://www.barrons.com/articles/oracle-stock-price-drop-openai-869c4d14
Oracle’s stock declined after mixed signals emerged regarding its OpenAI partnership and AI infrastructure commitments. The message behind the numbers: Wall Street may be pricing not just Oracle’s potential, but its execution risk.

🔗 Mahesh Thiagarajan on Oracle’s Cloud Strategy and Innovation (Cloud Wars Live)
https://cloudwars.com/ai/mahesh-thiagarajan-on-oracle-cloud-strategy-and-innovation-cloud-wars-live/
Oracle EVP Mahesh Thiagarajan emphasized the importance of cross-layer integration, focusing on Fusion apps, database AI, and infrastructure alignment, as the next competitive moat. The focus is to simplify the stack to amplify AI results.

🔗 Apps 2025 Update: AI Agents, AI Marketplace, and More (Oracle Fusion Insider)
https://blogs.oracle.com/fusioninsider/apps-2025-update-ai-agents-ai-marketplace-and-more
Oracle’s latest Fusion Apps update introduces prebuilt AI agents, a smarter AI marketplace, and new integrations across HR, Finance, and SCM. It’s a step toward turning “agentic ERP” from theory into a standard feature.

🔗 Distributed Databases: Enabling Agentic AI Across Global Regions (Oracle Database Blog)
https://blogs.oracle.com/database/distributed-databases-enabling-agentic-ai-across-global-regions
Oracle’s database team breaks down how distributed data architectures make agentic AI scalable and compliant across regions. This is paving the way for truly global ERP intelligence.

📊 ERP Strategy & Market Insight

🔗 Is Agentic AI the Inflection Point for ERP Transformation? (Bain & Company)
https://www.bain.com/insights/is-agentic-ai-the-inflection-point-for-scaling-ERP-transformations/
Bain argues that agentic AI represents an operational tipping point, where ERP transforms from a process executor to a self-optimizing system. The challenge? Scaling trust and governance as fast as the tech itself.

🔗 SaaS ERP vs PeopleSoft: Pros, Cons, and the Real Trade-offs (PeopleSoftCloud)
https://www.peoplesoftcloud.com/p/saas-erp-vs-peoplesoft?r=z6fpj
In this week’s featured article, Aaron explores the strategic decision-making behind SaaS adoption versus modernizing PeopleSoft. The verdict: SaaS isn’t inherently better; alignment and readiness are.

👩‍💻 PeopleSoft Community & Practice

🔗 The PSFT Connection Podcast – Episode 5: Page and Field Configuration + Change Tracking (Quest Oracle Community)
https://questoraclecommunity.org/learn/podcasts/thepsftconnection_episode-5-page-and-field-configuration-change-tracking/
This week’s Quest podcast explores two powerful yet underutilized features: Page and Field Configuration and Change Tracking. Both make PeopleSoft admins’ lives easier without customization sprawl.

🔗 Stop Calling PeopleSoft “Legacy” When You Haven’t Even Turned It On Yet (PeopleSoft Insider)

Stop Calling PeopleSoft “Legacy” When You Have Not Even Turned It On Yet

Derek Tomei delivers one of the most grounded takes of the year: PeopleSoft isn’t “legacy”—it’s just understood by fewer people. He points out that most replacements happen not because PeopleSoft fails, but because leaders stop exploring what it already does.

💬 Aaron’s Take

It’s been a fascinating week in ERP.

Between data breaches, AI ambitions, and shifting market sentiment, it’s clear that trust is the new foundation of innovation. When Oracle takes a financial or operational hit, the ripple effect is felt by everyone, from CIOs to campus administrators.

Here’s what I’m seeing:

• Security isn’t a silo. It’s now a shared, systemic layer across ERP, integrations, and infrastructure.

• Agentic AI is real. It’s the next leap forward, but it remains sustainable only if governance evolves in tandem with automation.

• PeopleSoft remains steady. While SaaS solutions make headlines, PeopleSoft teams continue to modernize from within, combining stability with smart innovation.

The best ERP leaders this quarter won’t just talk about transformation; they’ll architect trustworthy systems that can actually support it.

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See you next week.