LBi Software to present CaseManager at Quest International Users Group Northeast Conference – June 15, 2008

PeopleSoft Enterprise 45120 Using Bolt-on Applications To Improve Employee Self Service And Employee Satisfaction

Agenda
Employer Concerns
Self Service
Bolt-on Applications
How to Integrate Bolt-ons
Examples
Q & A

Employer Concerns
From Deloitte’s 2008 Benefits Reward Survey
“ Employers are still struggling to find that magic formula for controlling costs while retaining and motivating their employees”
Retain talent through use of corporate Self Service applications

No. 1 Employer Concern: Talent Shortage All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey

Self Service Strategies All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey

Retaining Talent
Retain employees by improving Self Service on your benefit rewards programs:
Compensation/Payroll
Benefits enrollment
Help desk
Attendance/Vacation scheduling
Development and Career Opportunities

Self Service Expectations
Used to be nice-to-have
Today it is required
Banking
Shopping
Self Service payback
Employee satisfaction/retention
Searchable knowledge bases
Reduction in costs

Leverage Your Investment
Don’t build entirely new applications
Provide custom:
Analytics and/or scorecards
Performance tracking
Decision support processes
Information for a special group within your organization
Custom portals
Internet

Self Service Options
PeopleSoft Portal
PeopleSoft e-Apps
Bolt-on Applications
Mixtures – “Best of Breed”

Improve Employee Self Service
PeopleSoft Basic Portal
Comes with PeopleTools
Limited to licensed PS applications within product line
PeopleSoft Enterprise Portal
Designed to be used as a general purpose portal solution
Needed to register additional non-PS content

Improve Employee Self Service
PeopleSoft e-Apps
eBenefits - eCompensation
eDevelopment - eEquity
ePay - ePerformance
eProfile - eRecruit

What is a Bolt-On Application?
Custom Application
Replaces, expands on, or modifies PeopleSoft functionality
Uses PeopleSoft data

Reasons for a Bolt-On Application
New Business Functionality
Custom Information
Security Reasons

Types of Bolt-on Applications
PS Tools Integrated
navigation
pages
records
External, utilizing PS technology to access data
External, accessing PS data directly

Benefits of Bolt-ons
Increases User Adoption
Reduces Costs
Fast Delivery
Reduces Complexity
Business Flexibility

Methods of Integration
Leverage PeopleSoft APIs and Web Services
Leverage Vendor Software as a Service (SaaS)
Direct Data Integration

Integrating Bolt-ons: PS APIs
Leverage PeopleTools:
Component Interface
Integration Broker
Integration Tools and Utilities
MultiChannel Framework
Internet technology
EDI Manager
Forms Routing
Open Query ODBC Driver and API
PeopleCode:
Application Messaging Class
Business Interlink Class
File Class
Internet Script Class (iScript)
Java Class

Integrating Bolt-ons: SaaS
Leverage Software as a Service (SaaS)
SaaS may include everything from customizations to installation
Scalable costs

Integrating Bolt-ons: Direct Data
Integrate data directly using SQL and/or data extracts
JAVA/SQRs/COBOL/SQL

Expectations for Self Service
Automate manual functions
Build new transaction processing
Build decision support – knowledge bases

Example 1: CaseManager
Improves Help Desk Support
Tracks calls and issues to resolution
Streamlines workflow
Provides resolution tracking and management

Automatic assignment and escalation of cases
E-mail integration – notifications and reminders
Employee entry of cases and case history view
CTI Support

Builds Knowledge Base
Can build on the fly
Stepping stone for creating FAQs
Road to Employee Self Service

PeopleSoft, SAP, Oracle, JD Edwards integration
Metrics to identify the reasons for calls, duration, resolution time, CSR effectiveness, training issues, etc
Certified by SUN
MySQL Enterprise Certified program

CaseManager Demo!

Example 2: At-Trac
Allows paperless entry of “time off” requests (vacation, sick, personal)
Seamless import of information from HR applications
prevents unnecessary data entry
Highly dynamic user interface
allows end-users to enter company specific time off and accrual rules that prevent unnecessary programmer modifications
Wide range of reporting capabilities including
absence tracking by individual/department
G/L liability

Example 2: At-Trac
Approvals/rejections with automatic notifications generated to employee and manager
Daily, monthly and annual calendar views allow managers to
track accrued time off balances per individual and/or department
detect excessive absences or repeating patterns

Example 2: At-Trac
Break for Demo of At-Trac!

Example 3: HR Portal
Personal Data Review
W-4 Modeling
Employee Stock Purchase
401(k) Administration
Life Insurance Elections
Personal Data Modifications

“Cafeteria-style" Health Benefits
Travel Reimbursement Benefits
Pension & Retirement Benefits
Links to Third Party Providers
Direct Deposit Elections & Modifications
Attendance - Submit Hours and Vacation

HR Portal Demo!

Example 4: Benefit Enrollment
Health and Welfare benefit enrollment process
Browser based
Integrated with HCM
Developed with .Net

Example 4: Benefit Enrollment
Benefit Enrollment Demo!

Example 5: Management Workflow
Position Workflow Application
Manages daily workflow of promotions and salary increases
Browser based
Integrated with HCM
Developed with .Net

Example 5: Management Workflow
Management Workflow Demo!

Example 6: External to PeopleSoft
Wireless Solutions
Help Desk on the road
Vacation tracking in the field

Questions
Kindly identify yourself and your company

Thank You!
Gary Reuter
LBi Software
516-921-1500 x117
[email_address]
For more information go to www.lbisoftware.com or visit us at booth #318!

LBi Software to present CaseManager at Quest International Users Group Northeast Conference – June 15, 2008

by LBi Software on Feb 08, 2010

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