Astute Case Study - PeopleSoft Financials Integration for Hospitality Company
Enabling Seamless Data TransferAcross Disparate Financial Management SystemsBackgroundThe client – a leading hospitality • Multinational hotel chain wantscorporation with hotel propertiesspread out across several geographic to deploy new Financialregions – wanted to simplify its global Management system across itsfinancial management system bydeploying PeopleSoft Enterprise Financial various properties – whileManagement 8.9. retaining existing third-partyBut here’s the catch: the client did not financial systems for somewant to deploy the new system across all smaller propertiesof its properties. For some of its smallerhotels, the client deemed that their existingfinancial systems still served their needs • Astute develops custom solutionand wanted to be able to continue usingthem. for seamlessly allowing data transfer across the differentAstute took on the challenge of developinga custom solution that will allow financial financial systemsdata from these third party applicationsto consolidate seamlessly and securelywith PeopleSoft Enterprise FinancialManagement.
Customer Requirements• A Custom Solution to Upload General Ledger Data From Third-Party Systems into PeopleSoft Enterprise Financial Management• A Semi-Automated Interface Process Using Flat File Uploads, Staging Tables and Data Validation.• Custom Error Handling Application to View and Fix Data Validation Errors.Astute SolutionsAstute developed a custom solution for • Once this is posted, other processingmapping third-party data into PeopleSoft functions will take over within PeopleSoftusing the following approach: and data will be sent to Hyperion using existing interfaces.• Each third-party system will generate a custom flat file containing important • The data in the flat file is not always in financial information as determined PeopleSoft format and will be different for by the business units and their each location. This means that some flat respective reporting needs. files may have 5 columns while others have 10. However, each location will have the• Named users in these ‘Properties’ will same flat file format for each similar login to PeopleSoft using the web upload, i.e. their flat file format from interface and find access to a restricted the third-party system will not change once environment through which they can established. perform data uploads and validate their data. The delivered Flat File Journal Import page will be used for this (using Default GL Document Type).• Once the data file has been uploaded, it will be validated (against the PeopleSoft Accounting Chartfields) using standard PeopleSoft processing logic and posted.
Customer BenefitsThe client was able to minimize the complexity Astute’s custom solutionof its PeopleSoft Enterprise FinancialManagement global deployment process. enabled the client’s smaller properties toAstute’s custom solution enabled the client’ssmaller properties to continue using their continue using theirexisting third-party financial systems thus giving existing third-partythe following business benefits: financial systems thus• Avoided the introduction of new giving the following technology and infrastructure overheads to business benefits. the smaller properties.• Eliminated the need for end-user training and support for these smaller properties.• Reduced cost by allowing the smaller properties to upload General Ledger data into PeopleSoft using flat files from their respective third-party systems.About Astute Business SolutionsAstute is dedicated to providing innovative solutions that address our clients’ unique andindustry-specific pain points. We specialize in extending the out-of-the-box functionality ofenterprise applications using our seamless add-on solutions so our clients can be spared theburden of messy and difficult-to-maintain customizations. Our unique combination of onsite,offsite and offshore resources enable us to provide best-in-class service and support to ourclients at significant cost savings. 4637 Chabot Drive, Suite 220 • Pleasanton • CA 94588 • E: info@beAstute.com • T: 925.924.1400