Heug webinar series smart erp aug2009Presentation Transcript
HEUG.Online Webinar Series: Configurable PeopleSoft User Interface, with Robust Workflow and Security Dan White, VP Product Strategy, Smart ERP Solutions, Inc. Aug 5, 2009
Today’s HEUG.Online Webinar Series
Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
Previous SmartERP Webinars
March 4 : Workflow and Row Level Security Solutions for PeopleSoft
April 29 : Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
May 27 : Enhance Your Grants! Simplified Proposal Entry with Robust Routing
July 8: Easy ChartField Entry with Smart Keys
Upcoming Webinar Topics
Supplier Diversity Reporting 1099 Enhancements including Procurement Card reporting
Introductions Dan White VP, Product Strategy, Smart ERP Solutions, Inc. Former Oracle/PeopleSoft Principal Functional Analyst 11 Years Experience with PeopleSoft firstname.lastname@example.org, www.smarterp.com Smart ERP Solutions: Pleasanton, California-based, HEUG Gold Vendor Partner organization comprised of former Oracle/PeopleSoft employees with extensive application development expertise, providing innovative add-on solutions or PeopleSoft applications.
The Solution: Configurable User Interface, with Robust Workflow and Security (including demo)
Simplification: Grants Proposals Extend Functionality: Budget Transfers Seamless Integration: Vouchers Business Process Improvement: Campus Solutions Enrollment Contemporary User Interface: Purchase Order
Q & A
Standard PeopleSoft pages and business processes are designed to meet the needs of many industries and verticals.
Thus, while only a handful of fields may be required to meet YOUR organization’s needs, many users must navigate numerous pages, tabs and fields every time they conduct that transaction.
The Problem (continued) Other Common Needs:
To Simplify the complexity of standard PeopleSoft transactions
Streamline data entry Simplify and enter only those fields required for your business transactions Tailor data entry to meet your higher education institution’s requirements Increase productivity of your users
Enhanced Row Level Security
To Add some additional business logic or functionality but don’t want to customize
Higher education-unique requirements
A more Contemporary, Flexible and Intuitive User Interface
Self-Service transactions for casual users or those unfamiliar with PeopleSoft Business Process Improvement The need to accomplish the above without increasing your total cost of ownership - Customizations, Maintenance, Upgrades
The Approach As an alternative to customizing, develop solutions meeting these criteria: Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs 3Cs : Common, Critical, Complementary Repeatable, Pre-Packaged, Highly-Configurable and Innovative Solutions Release Independence Customer-Driven Requirements Architected and Designed as Add-On Solutions Lower Total Cost of Ownership Minimal to No Customizations Minimal Upgrade Impact Affordable and Cost-Effective
The Solutions Solutions Overview HEUG Client demo scenarios (Wesleyan University, Emory University, and others): Simplification: Grants Proposal Extend Functionality: Budget Transfers Seamless Integration: Vouchers with enhanced Workflow approvals and Row Level Security Business Process Improvement: Campus Solutions Enrollment Contemporary User Interface (Flex): Purchase Order
Smart Solutions Overview Configurable User Interface Smart Solutions
Smart Solutions Overview Higher-Ed SmartDocs Higher-Ed SmartDocs Smart Docs Smart Doc Framework (PeopleSoft UI or Flex) Other Smart Solutions Security/Workflow/Smart Keys PeopleSoft Delivered Business Logic
Simplification: Smart Grants Proposal
Simplification: Grants Proposal
How many pages, fields and clicks do we really need?
Extend Functionality:Smart Budget Transfer
Smart Budget Transfer Business Requirements All Users Default to Current Fiscal Year and not Editable Once Submitted for Workflow the State is ‘Submitted’ and all fields are grayed out Display Existing Budget for each Budget Line Department Users - User / Role SMARTERP1 Label will be Department Users Cannot Transfer to/from Salary Accounts Fiscal Managers - User / Role SMARTERP2 Label will be Fiscal Managers Able to Transfer to/from Limited Salary Accounts Need to be able to Auto-Calculate and create Fringe Budgets
Smart Budget Transfer Demo Extend PeopleSoft Functionality Automatically Calculate Fringe Different Behavior Based on Role
Seamless Integration:Smart VoucherFeaturing Smart Workflow, Smart Security and Smart Keys
Smart Voucher Business Case and Demo Scenario Smart Security for User VP1 Department and Smart Keys Smart Workflow Routed to 3 steps based on Department and Amount Enter Voucher Only Secured Smart Keys and Smart Keys with Secured Departments are available Save Voucher and Submit for Workflow State of ‘Submitted for Approval’ grays out Voucher Voucher is routed for Approval based on Chartfields and Amount
Smart Voucher Demo Only the Fields you Need!
Business Process Improvement:Campus Solutions Enrollment
Smart Enrollment Demo Business Requirements and Demo Scenario Improve Business Process: Campus Solutions Enrollment Simplify and Streamline critical self-service transactions: reduce number of pages and steps required for ADD, DROP and SWAP a class Enhance standard business process to reduce data entry errors and improve usability
Enhance PeopleSoft with Contemporary User Interface:Smart Purchase Order&Smart Lifecycle Viewer
Smart Flex Purchase Order Rich User Interface Drag and Drop Type Ahead
Smart FlexLifecycle Viewer Demo See your Business Process in a Glance or In-Depth
Summary The problem of developing and maintaining customizations to tailor standard PeopleSoft business processes in order to meet YOUR requirements can be alleviated through pre-built solutions specifically designed to address these needs.