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Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
PeopleSoft WorkCenters
Meeting user demand for simple, intuitive business applications
October 02, 2014
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Agenda
Introductions
WorkCenter Overview
Explore the Value of WorkCenters
WorkCenters for Functional Users
Lessons Learned
Q & A
2
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introductions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introductions
•Stephen Gier
–Senior Consultant with Emtec Inc.
–Working with PeopleSoft HCM since version 5.1
–PeopleSoft Enterprise 9 Human Capital Management
Human Resources Consultant Certified Expert
4
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introductions
5
Emtec… ‘ Big enough to do the work, small enough to care’
100+
PeopleSoft
Upgrades
75+
PeopleSoft-
focused
Resources
90%+
PeopleSoft
Certified
Oracle
Specialized
Financials
HCM
PeopleTools
Offshore
Center of
Excellence
Platinum
Partner
In-House
Infrastructure
Team
PeopleSoft
LAB
In Chicago
10+
Average Years
of Functional
Experience
EMTEC
• Serving clients for nearly 50 years
• 12 locations, including 6 development centers
• Over 500 full-time professionals
• Voted One of the Top 100 Places to Work by
Crain’s Chicago in 2012
• Emtec has completed more than 1,100 ERP,
CRM & EPM engagements, including:
- 400+ Oracle clients with more than 700
engagements
- 200+ PeopleSoft clients and over 300
engagements
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenters Overview
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Overview
7
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Differences between WorkCenters, Dashboards, and
Interaction Hub
•Purpose
–Interaction Hub aggregates content from multiple
applications
–WorkCentersDashboards are for specific user roles within
an application
•Dashboards can display pivot grids (good for high level view for
managers
•WorkCenters consolidate tasks to one page
•Licensing
–WorkCenters and Dashboards are a part of PeopleTools
–Interaction Hub (previously PS Application Portal) is a
separate product
8
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Explore the Value of WorkCenters
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Business Processes and Testing
•To design a WorkCenter the following must be
clearly understood:
–True business process requirements
–Exception processes
–Reporting requirements
–Up and down stream requirements/impacts
–Security requirements
•Testing must include positive and negative
scenarios as well as exception processing
10
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Overall Benefits
•One location
–Consolidated delivery of actionable info
–Less navigation, fewer open windows
•Interruption mitigation
–All PeopleSoft work saved on one page
–Less work lost upon interruption of a task
–Increased efficiency in switching tasks
•Within and outside of PeopleSoft
•Complete picture view
–View transactions throughout entire process
11
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenters for Functional Users
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
What Roles Benefit from a WorkCenter?
•PeopleSoft to deliver the following HCM
WorkCenters:
–Time and Labor WorkCenter
–ePerformance WorkCenter
•Roles that manage data and transactions
–Exception processing
–Focus on daily tasks
•Roles that require multiple windows open
13
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Personalization
•Users can personalize their workcenters
•Personalizations include:
–Setting pagelets to be minimized or open when entering
the workcenter
–Setting the display order
–Ability to reset to PeopleSoft defaults
14
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Lessons Learned
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Lessons Learned
•Planning is vital
•Focus on core business processes
•User personalizations increase value
16
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Q & A

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WorkCenters: Meeting User Demand for Simple, Intuitive Business Applications-OOW14

  • 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications October 02, 2014
  • 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda Introductions WorkCenter Overview Explore the Value of WorkCenters WorkCenters for Functional Users Lessons Learned Q & A 2
  • 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introductions
  • 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introductions •Stephen Gier –Senior Consultant with Emtec Inc. –Working with PeopleSoft HCM since version 5.1 –PeopleSoft Enterprise 9 Human Capital Management Human Resources Consultant Certified Expert 4
  • 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introductions 5 Emtec… ‘ Big enough to do the work, small enough to care’ 100+ PeopleSoft Upgrades 75+ PeopleSoft- focused Resources 90%+ PeopleSoft Certified Oracle Specialized Financials HCM PeopleTools Offshore Center of Excellence Platinum Partner In-House Infrastructure Team PeopleSoft LAB In Chicago 10+ Average Years of Functional Experience EMTEC • Serving clients for nearly 50 years • 12 locations, including 6 development centers • Over 500 full-time professionals • Voted One of the Top 100 Places to Work by Crain’s Chicago in 2012 • Emtec has completed more than 1,100 ERP, CRM & EPM engagements, including: - 400+ Oracle clients with more than 700 engagements - 200+ PeopleSoft clients and over 300 engagements
  • 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenters Overview
  • 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Overview 7
  • 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Differences between WorkCenters, Dashboards, and Interaction Hub •Purpose –Interaction Hub aggregates content from multiple applications –WorkCentersDashboards are for specific user roles within an application •Dashboards can display pivot grids (good for high level view for managers •WorkCenters consolidate tasks to one page •Licensing –WorkCenters and Dashboards are a part of PeopleTools –Interaction Hub (previously PS Application Portal) is a separate product 8
  • 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Explore the Value of WorkCenters
  • 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Processes and Testing •To design a WorkCenter the following must be clearly understood: –True business process requirements –Exception processes –Reporting requirements –Up and down stream requirements/impacts –Security requirements •Testing must include positive and negative scenarios as well as exception processing 10
  • 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Overall Benefits •One location –Consolidated delivery of actionable info –Less navigation, fewer open windows •Interruption mitigation –All PeopleSoft work saved on one page –Less work lost upon interruption of a task –Increased efficiency in switching tasks •Within and outside of PeopleSoft •Complete picture view –View transactions throughout entire process 11
  • 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenters for Functional Users
  • 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. What Roles Benefit from a WorkCenter? •PeopleSoft to deliver the following HCM WorkCenters: –Time and Labor WorkCenter –ePerformance WorkCenter •Roles that manage data and transactions –Exception processing –Focus on daily tasks •Roles that require multiple windows open 13
  • 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Personalization •Users can personalize their workcenters •Personalizations include: –Setting pagelets to be minimized or open when entering the workcenter –Setting the display order –Ability to reset to PeopleSoft defaults 14
  • 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Lessons Learned
  • 16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Lessons Learned •Planning is vital •Focus on core business processes •User personalizations increase value 16
  • 17. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Q & A