Enterprise Resource Planning


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Enterprise Resource Planning

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  • Enterprise Resource Planning

    1. 1. Enterprise Resource Planning
    2. 2. PeopleSoft - Vendor Analysis Case Study
    4. 5. PeopleSoft Vendor Analysis
    5. 6. Overall PeopleSoft ERP Diagram
    6. 7. A three-pronged services framework as shown :
    7. 8. Introduction <ul><li>The company which provides </li></ul><ul><li>Human Resource Management Systems (HRMS) </li></ul><ul><li>Customer Relationship Management (CRM) </li></ul><ul><li>Manufacturing </li></ul><ul><li>Financial </li></ul><ul><li>Enterprise Performance Management (EPM) and </li></ul><ul><li>Student Administration Software (SAS) </li></ul><ul><li>solutions to large Corporations,Governments and </li></ul><ul><li>Organisations. </li></ul>
    8. 9. History Release of PeopleSoft FMS 9.0 & HCM 9.0. 2006 Aquired by Oracle Corporaton. 2005 Aquired Vantive Corporation & J D Edwards. 2003 Release of PeopleSoft 6 & first ERP package. 1996-2000 Public distribution of Distributions & Financial modules with launch of SDA. 1994 Release of PeopleSoft HRMS. 1988 Founded by David Duffield and Ken Morris in California,USA. 1987
    9. 10. Strengths <ul><li>PeopleSoft is Application Focused. </li></ul><ul><li>It is a Marketing Machine. </li></ul><ul><li>Strong Products and Large Customer Base. </li></ul><ul><li>It plays the role of analysts & looks like a Symphony. </li></ul><ul><li>Uses top Technology Partners like BEA, Microsoft. </li></ul>
    10. 11. Weaknesses <ul><li>Poor coverage in the small/medium markets. </li></ul><ul><li>Removal of the Customer Service Representative. </li></ul><ul><li>PeopleSoft ‘4 Pillar’ (CRM,Fins,SCM,HRMS) sales teams leads to fractured,complex approach. </li></ul><ul><li>Increasing size/aggressiveness of PeopleSoft consulting (Professional Service Group). </li></ul>
    11. 13. Relationships Among PeopleSoft Modules Projects (grants) General Ledger / Commitment Control Purchase Order (ePro) Requisition (ePro) Asset Management Billing Accounts Receivable Time & Labor PeopleSoft Human Resources Inventory RFQ ( ePro ) Receiver ( ePro ) Travel& Expenses Accounts Payable
    12. 14. PeopleSoft Financials Modules
    13. 15. Finance Module <ul><li>PeopleSoft Financial versions used by many Organisations,Governments,Corporations to meet the transaction needs. </li></ul><ul><li>Contains the following Sub Modules: </li></ul><ul><li>General Ledger </li></ul><ul><li>Billing </li></ul><ul><li>Accounts Receivable </li></ul><ul><li>Purchasing </li></ul><ul><li>Accounts Payable </li></ul><ul><li>Asset Management </li></ul>
    14. 16. Purchasing <ul><li>ePro helps enforce contract purchasing as well as capture spending information for future analysis </li></ul><ul><li>Enables purchasers to automate procurement processing, manage policy exceptions, and electronically transact with suppliers </li></ul><ul><li>Features </li></ul><ul><ul><li>Implement one-stop shopping across the State using electronic catalogs </li></ul></ul><ul><ul><li>Determine availability of funds during the procurement process at requisition, purchase order, and voucher creation </li></ul></ul><ul><ul><li>Centralized vendor repository maintains vendor information across business units </li></ul></ul><ul><li>ePro/Purchasing is used to create pre-encumbrances and encumbrances </li></ul>
    15. 17. Purchasing Expedite Requisition to a Purchase Order <ul><li>Populate year with 2 digit FY </li></ul><ul><li>Verify Buyer </li></ul><ul><li>Select Line Items for PO </li></ul><ul><li>Verify Vendor </li></ul><ul><li>Submit PO </li></ul>1 2 3 4 5
    16. 18. When a PO is created, review the Requisition from Manage Requisitions to get PO number. PO Information for line 2
    17. 19. Pull up PO through Manage Purchase Orders
    18. 20. Review bill-to location, save PO, get amount approval, then budget check PO.
    19. 21. A PO with a valid Budget Check is reflected as an Encumbrance against the appropriate budget AND has relieved the Pre-Encumbrance from the related Requisition.
    20. 22. Pre Encumbrance Encumbrance Expenditure Budget Detail Transaction Report Both the purchase order and the reversal of the related requisition are reflected on budget reports.And then dispatch PO.
    21. 23. Accounts Payable <ul><li>Purpose </li></ul><ul><ul><li>Automate invoice and payment processing to ensure timely and accurate payment for goods and services </li></ul></ul><ul><li>Features </li></ul><ul><ul><li>Improve productivity by automatically creating payment vouchers and setting up matching and approval rules </li></ul></ul><ul><ul><li>Match vouchers, purchase orders, receipts, and inspection status for improved control and accuracy </li></ul></ul><ul><ul><li>Distribute transactions at a detailed or level from PeopleSoft Payables to PeopleSoft GL through batch processing </li></ul></ul>
    22. 24. Accounts Payable <ul><li>Create a Regular Voucher Entry </li></ul><ul><ul><li>Accounts Payable > Vouchers > Entry > Regular Entry > Add a New Value </li></ul></ul>
    23. 25. Accounts Payable <ul><li>Create a Regular Voucher Entry cont… </li></ul><ul><ul><li>Budget Status and Post Status update as voucher continues in its process. </li></ul></ul>
    24. 26. Accounts Payable <ul><li>Create a Regular Voucher Entry cont… </li></ul><ul><ul><li>Budget Status and Post Status update as voucher continues in its process. </li></ul></ul>
    25. 27. Accounts Payable <ul><li>Create a Regular Voucher Entry cont… </li></ul><ul><ul><li>Verify Remit Address and Payment Method </li></ul></ul><ul><ul><li>Budget Check and Save </li></ul></ul>
    26. 28. Asset Management <ul><li>Purpose </li></ul><ul><ul><li>Track and record an organization’s capital or “fixed” assets </li></ul></ul><ul><ul><li>All events affecting the financial recognition of assets are tracked for the entire life of the asset to maintain accurate financial records that are automatically posted to the ledger </li></ul></ul><ul><li>Features </li></ul><ul><ul><li>Track physical attributes, calculate depreciation, record tax and insurance requirements </li></ul></ul><ul><ul><li>Embedded audit trail ensures financial control through assets lifecycle </li></ul></ul><ul><ul><li>Simplify asset entry and adjustment tasks with automated functionality and intuitive data entry pages </li></ul></ul>
    27. 29. Asset management In Asset Management users can add or maintain assets, run reports and track physical inventory.
    28. 30. Customer information including addresses and contact name/phone is maintained by the billing Agency. Billing
    29. 31. Invoices can be entered online, loaded through an interface or generated from templates.
    30. 32. If an agency is using Billing, most AR items are created from invoices. In AR items can be added, maintained or have payments applied against them. Collections activities are also performed through AR. Accounts Receivable
    31. 33. Enter a Budget Journal Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount. General ledger
    32. 34. General Ledger <ul><li>General Ledger (GL) serves as the core of the PeopleSoft Financial Management System </li></ul><ul><li>ENCOMPASS will use the GL Module to post accounting entries from other PeopleSoft Modules such as Accounts Payable and Accounts Receivable to the appropriate ledgers </li></ul><ul><li>Accounting data posted in the GL will be used to produce both detail and summary accounting financial reports </li></ul><ul><li>General Ledger Module is comprised of three high-level business processes: </li></ul><ul><ul><li>Process Journals </li></ul></ul><ul><ul><li>Manage General Ledger Data/Budgets </li></ul></ul>
    33. 35. Enter a Budget Journal Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount.
    34. 36. Enter a GL Journal Entry Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount.
    35. 37. Research Transactions Failing Budget Check Click icon next to voucher ID to review the voucher.
    36. 38. Search for Budget Overviews Limit by center, fund, budget ref, major object, etc.
    37. 39. Budget Overview Search Results Review by summary or by detail line. Download lines to Excel.
    38. 40. Search for Specific Budget Lines Search for all .9 budgets within an agency for current year. Search .5 budgets for a given center over last 5 years.
    39. 41. Search for Requisitions Search by requester, date range, status, and/or REQ ID. Click REQ Name for details.
    40. 42. Documents Associated to a Requisition Click on a document ID to get more details about the transaction. Click on the “more” icon to get links to accounting entries
    41. 43. Search for Purchase Orders Search by buyer, status, vendor, PO ID, etc. Click PO ID for details.
    42. 44. Search for Vouchers Search by vendor, invoice #, voucher ID, status, etc. Click voucher ID for details.
    43. 45. Search for Invoices Search by customer, invoice #, status, etc. Click invoice ID for details.
    44. 46. Retrieve AR Summary by Customer
    45. 47. Search for AR items by Customer
    46. 48. Review Aging of Agency Receivables
    47. 49. Use Query Tool to Access Bulk Data Retrieve specific data from tables based on criteria. Data from PO_HDR, PO_LINE_DISTRIB by BU, date.
    48. 50. Companies Approached PeopleSoft <ul><li>eVerge Group. </li></ul><ul><li>IBM-Safeco. </li></ul><ul><li>Alcon Marketing Group. </li></ul><ul><li>Verizon </li></ul>
    49. 51. Core Competency <ul><li>Skills Development </li></ul><ul><li>Account Management </li></ul><ul><li>Project Management </li></ul><ul><li>PeopleSoft Systems Architecting </li></ul><ul><li>Basis Consulting </li></ul><ul><li>Production Planning and Deployment </li></ul><ul><li>Partnering for Solutions </li></ul>
    50. 52. Case Study <ul><li>Client-Westfield Company. </li></ul><ul><li>Vendor-PeopleSoft. </li></ul><ul><li>Consultant-Beacon Application Services. </li></ul>
    51. 53. Challenge <ul><li>Inadequate financial systems. </li></ul><ul><li>Significant technology inroads into Client/Server. </li></ul><ul><li>Business Process improvement in some key areas. </li></ul><ul><li>Characterised by mergers,acquisitions. </li></ul>
    52. 54. Solution <ul><li>Quick initiation of the project leads an enduring project infrastructure. </li></ul><ul><li>The delivery of new reports that presented information spanning multiple dimensions of the business. </li></ul><ul><li>Replacing the disparate Legacy Systems </li></ul><ul><li>  </li></ul>
    53. 55. peoplesoft product roadmap
    54. 56. Benefits <ul><li>Successful utilization of client/server technology on a DB2 platform. </li></ul><ul><li>Automating and integrating the procurement and accounting systems. </li></ul><ul><li>Better management information available on a more timely basis. </li></ul>
    55. 57. PeopleSoft Market Share PeopleSoft Customers by Product Category Product Group Customers Human Capital Management 3,500 Financial Management Solutions 2,500 Customer Relationship Management 1,200 Enterprise Service Automation 250 Supply Chain Management 1,800 Enterprise Performance Management 1,100 Student Administration 300 AppConnect 550
    56. 58. Conclusion <ul><li>Critical Evaluation of PeopleSoft </li></ul><ul><li>Is peopleSoft international or localized vendor? </li></ul><ul><li>Fit/Gap Analysis (Identifying the gaps) </li></ul><ul><li>Why Upgrade PeopleSoft </li></ul><ul><li>PeopleSoft Functionality Assessment </li></ul><ul><li>PeopleSoft 8 supports Mobile Architeture </li></ul>
    57. 59. PeopleSoft Functional Architecture Implementing enterprise solutions in an increasingly dynamic and competitive economic climate poses complex organizational challenges. PeopleSoft is recognized worldwide as a premier provider of business application software for enterprise-wide reporting.
    58. 60. <ul><li>We have a better solution. </li></ul><ul><li>The whole team must believe in Themselves, be Positive, Friendly and Enthusiastic. </li></ul><ul><li>THANK YOU ….. </li></ul>