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Workflow and Row Level Security Solutions for PeopleSoft<br />Doris Wong, CEO<br />Dan White, VP of Product Strategy<br />...
Welcome<br />SmartERP’s Webinar Series<br /><ul><li>March 4 : Workflow and Row Level Security Solutions for PeopleSoft
Upcoming Topics </li></ul>Streamlining Your User Interface for PeopleSoft Business Transactions with Smart Docs<br />Time ...
Introductions<br />Doris Wong<br />CEO, Smart ERP Solutions, Inc<br />Former Oracle Group VP and GM for PeopleSoft Enterpr...
Agenda<br />Smart ERP Solutions, Inc<br />Who We Are<br />Our Philosophy<br />Business Value<br />Smart Solutions to Meet ...
About Smart ERP Solutions, Inc <br />
Smart ERP Solutions, Inc.<br /><ul><li>Comprised of the best former developers, architects and executives from PeopleSoft/...
Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications</li></ul>www.smarterp.c...
SmartERP: Our Philosophy<br />Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs<br />3Cs : Commo...
SmartERP: Our Business Value<br />SmartERP Solutions vs.Traditional Solutions<br />Designed and Developed with Customer  R...
SmartERP: Our Solutions<br />
SmartERP Business ValueWhere Do Smart Solutions Fit in?<br />Are you implementing and considering customization to address...
SmartERP Business ValueCase Study:  Workflow ROI Review<br />Business Requirements  <br />Workflow Approval Capability req...
Implement Smart Workflow Solution from SmartERP.</li></ul>SmartERP Benefits<br /><ul><li>80% Cost Savings
12-Weeks Implementation
Pre-packaged Solution and Configured to Meet Specific Routing and Rules
Add-on Solution Minimized Maintenance and Upgrade Impact
More robust capabilities and can easily extend to any other documents</li></li></ul><li>SmartERP Business ValueCase Study:...
Implement Smart Security Solution from SmartERP</li></ul>SmartERP Benefits<br /><ul><li>75% Cost Savings
12 weeks implementation
Prepackaged and configured solution to meet specific needs
Add-on solution minimized maintenance and upgrade impact
More robust and flexible functionality  allowing security configuration by function, roles, and user-defined criteria</li>...
Standard PeopleSoft Workflow Does It Meet Your Needs?<br />Virtual Approver <br /><ul><li>Business Process Events Require ...
Does Not Support Line level Approval
No Ad-hoc Approvers
Difficult to Maintain and Integrate</li></ul>e-Pro Workflow (AWE - Tools Workflow for 9.0) <br /><ul><li>Difficult to Conf...
Rule Criteria Does Not Support Trees
Approver Maintenance is Difficult and Not Centralized
Only ePro Reqs and Expenses are Delivered</li></li></ul><li>Smart Workflow EnhancementsCommon Capabilities for your Enterp...
Smart Workflow EnhancementsCommon Capabilities for your Enterprise<br /><ul><li>Manual or Automatic Submission</li></ul>Pr...
Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Financials</li></ul>Journals, Requisitions, Purchase Or...
Smart WorkflowCommon Capabilities for your Enterprise<br />Configure to Work With Any<br />PeopleSoft Document throughout ...
Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Rich Graphic Representation
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Workflow and Row-Level Security Solutions for PeopleSoft

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Smart Workflow for PeopleSoft from Smart ERP Solutions provides robust cross module workflow well beyond delivered PeopleSoft capabilities. Features include common in-box, attachments, ad-hoc approvers, approvals by email and smart phone (iPhone, Blackberry) and more.

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  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Workflow at NU Expense Reports – workflow based on account, dept and projectsRequisition: workflow based on Origin, account , projects, and deptCash Advances – workflow based on account,  projects and deptBudget Journals – workflow based on accounts, and deptJournals – WorkFlow based on source, account, and deptTravel Authorizations – workflow based on account,  projects and dept All the rules are “Amount” based.  Cost of building this customization: Consulting companies: SmartERP – 450kCeder – 240K (2 resources, 5 months, rate $150/hour)Internal – 240 K (3 resources for 5 months, internal cost $100/hour) Total cost: $930 KCustomer: $930KSmartERP Solution for 6 documents – Q1 2009 pricing with all support: $190K
  • NWThey had to turn on security for their actuals ledgers and budget ledgers and all other commitment control inquiry pages. They consider amounts allocated for various department/projects/programs are very sensitive. They have so many Budget Transfer pages developed, which are owned by many decentralized people and they need to know the budget available in one budget to transfer funds from. Without giving Commitment Control inquiry pages to those decentralized users, central department will be inundated with calls. They had roughly 800 budget transfers in one month. That is reducing 800 internal cases. They wanted to make sure Deparmtent Managers know what is their available spend, similarly, all project owners and program owners too.PO &amp; Req Documents only800K for 2 doc
  • Transcript of "Workflow and Row-Level Security Solutions for PeopleSoft"

    1. 1. Workflow and Row Level Security Solutions for PeopleSoft<br />Doris Wong, CEO<br />Dan White, VP of Product Strategy<br />March 4, 2009<br />Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToMeeting QUESTION feature to ask questions.<br />
    2. 2. Welcome<br />SmartERP’s Webinar Series<br /><ul><li>March 4 : Workflow and Row Level Security Solutions for PeopleSoft
    3. 3. Upcoming Topics </li></ul>Streamlining Your User Interface for PeopleSoft Business Transactions with Smart Docs<br />Time is Money! Increase PeopleSoft User Productivity with Smart Keys<br />For your convenience, replay of this webinar will be available after the presentation. Instructions to access the recorded webinars will be emailed to all registrants.<br />
    4. 4. Introductions<br />Doris Wong<br />CEO, Smart ERP Solutions, Inc<br />Former Oracle Group VP and GM for PeopleSoft Enterprise<br />13 Years Experience with PeopleSoft<br />Dan White<br />VP, Product Strategy, Smart ERP Solutions, Inc<br />Former Oracle/PeopleSoft Principal Functional Architect<br />11 Years Experience with PeopleSoft<br />
    5. 5. Agenda<br />Smart ERP Solutions, Inc<br />Who We Are<br />Our Philosophy<br />Business Value<br />Smart Solutions to Meet Your Business Needs<br />Smart Workflow<br />Smart Security<br />Q & A<br />
    6. 6. About Smart ERP Solutions, Inc <br />
    7. 7. Smart ERP Solutions, Inc.<br /><ul><li>Comprised of the best former developers, architects and executives from PeopleSoft/Oracle
    8. 8. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications</li></ul>www.smarterp.com<br />
    9. 9. SmartERP: Our Philosophy<br />Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs<br />3Cs : Common, Critical, Complementary<br />Repeatable, Highly-Configurable and Innovative Solutions<br />Release Independence<br />Customer-Driven Requirements<br />Architected and Designed as Add-On Solutions<br />Lower Total Cost of Ownership<br />Minimal to No Customizations<br />Minimal Upgrade Impact<br />Affordable and Cost-Effective<br />
    10. 10. SmartERP: Our Business Value<br />SmartERP Solutions vs.Traditional Solutions<br />Designed and Developed with Customer Requirements and Feedback<br />Configurable to Meet Your Specific Business Requirements<br />Quick and Short Implementation Times<br />Solves Business Needs on Your Current PeopleSoft Release<br />Proven and High-Quality Solutions<br />
    11. 11. SmartERP: Our Solutions<br />
    12. 12. SmartERP Business ValueWhere Do Smart Solutions Fit in?<br />Are you implementing and considering customization to address specific requirements?<br />Have you already built your own customizations and found it’s too costly to continue to support for maintenance and upgrades?<br />Are you in production and discovered you have a need for additional requirements?<br />
    13. 13. SmartERP Business ValueCase Study: Workflow ROI Review<br />Business Requirements <br />Workflow Approval Capability required on Requisitions, Expense Reports, Travel Authorizations, Cash Advances, Budget Journals and Journals <br />Approver and routing rules are dependent on accounts, projects, departments, and amount value<br />Status<br />Functionality Not Available in Standard PeopleSoft 8.9<br />Implementation & Need a Go-Live Solution Immediately <br />Options Evaluated<br /><ul><li>Customization by External Consultants and/or Internal IT
    14. 14. Implement Smart Workflow Solution from SmartERP.</li></ul>SmartERP Benefits<br /><ul><li>80% Cost Savings
    15. 15. 12-Weeks Implementation
    16. 16. Pre-packaged Solution and Configured to Meet Specific Routing and Rules
    17. 17. Add-on Solution Minimized Maintenance and Upgrade Impact
    18. 18. More robust capabilities and can easily extend to any other documents</li></li></ul><li>SmartERP Business ValueCase Study: Security ROI Review<br />Business Requirements <br />Allow Dept. Managers and Project Owners to Review, Transact, and Manage their Actual and Budget Ledgers<br />Allocation Amounts for Depts. and Projects are Sensitive Data<br />Volume: Over 800 budget transfers monthly<br />Status<br />Functionality Not Available in Standard PeopleSoft 8.9<br />Implementation & Need a Go-Live Solution Immediately <br />Options Evaluated<br /><ul><li>Customization Requirement by External Consultants and/or Internal IT
    19. 19. Implement Smart Security Solution from SmartERP</li></ul>SmartERP Benefits<br /><ul><li>75% Cost Savings
    20. 20. 12 weeks implementation
    21. 21. Prepackaged and configured solution to meet specific needs
    22. 22. Add-on solution minimized maintenance and upgrade impact
    23. 23. More robust and flexible functionality allowing security configuration by function, roles, and user-defined criteria</li></li></ul><li>Smart Workflow <br />
    24. 24. Standard PeopleSoft Workflow Does It Meet Your Needs?<br />Virtual Approver <br /><ul><li>Business Process Events Require PeopleCode Changes
    25. 25. Does Not Support Line level Approval
    26. 26. No Ad-hoc Approvers
    27. 27. Difficult to Maintain and Integrate</li></ul>e-Pro Workflow (AWE - Tools Workflow for 9.0) <br /><ul><li>Difficult to Configure Rules
    28. 28. Rule Criteria Does Not Support Trees
    29. 29. Approver Maintenance is Difficult and Not Centralized
    30. 30. Only ePro Reqs and Expenses are Delivered</li></li></ul><li>Smart Workflow EnhancementsCommon Capabilities for your Enterprise<br /><ul><li>User Defined Routing Rules</li></ul>Wizard Based<br />Route by any Field Value (Amounts, Chartfields, etc.)<br />Route by Tree Nodes<br /><ul><li>Common Approver/Reviewer Setup</li></ul>Approvers and Reviewers Setup in Same Fashion<br />Assign by any Field Value<br />Assign by Tree Nodes<br /><ul><li>Common Inbox for ALL Processes</li></ul>Configurable Searches – NO Worklist<br />Mass Approval Capability<br />All Information Needed for Approval in One Place<br />
    31. 31. Smart Workflow EnhancementsCommon Capabilities for your Enterprise<br /><ul><li>Manual or Automatic Submission</li></ul>Preview Capability<br />Ability to Enter Ad-hoc even Prior to First Step<br /><ul><li>Rerouting Template</li></ul>Choose Data Elements that Require Rerouting for Workflow<br />Allow Approver to Change Certain Values Without Rerouting<br />Defer Combo Edits Until Desired Approval Step<br /><ul><li>Optional Steps</li></ul>Automatically Skip Step if no Approvers Found<br />Will Not Route to Admin<br />
    32. 32. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Financials</li></ul>Journals, Requisitions, Purchase Orders, Vouchers, Grant Proposals, Deposit Transmittals, Budget Transfers…<br /><ul><li>HCM</li></ul>Job Offer, Promotions, Salary Changes, Transfers, Appraisals, Overtime, Training…<br /><ul><li>Campus Solutions</li></ul>Student Refunds, Financial Aid…<br />
    33. 33. Smart WorkflowCommon Capabilities for your Enterprise<br />Configure to Work With Any<br />PeopleSoft Document throughout your Enterprise including Custom Documents Specific to Your Organization!<br />Imagine the Possibilities….<br />
    34. 34. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Rich Graphic Representation
    35. 35. Ad Hoc Reviewers and Approvers
    36. 36. Attachments Flow with Document
    37. 37. Standard Comments</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>User Friendly Wizard to Set Up Routing Rules</li></ul>With the SmartERP Wizard!<br />Replace This…..<br />
    38. 38. Smart WorkflowCommon Capabilities for your Enterprise<br />
    39. 39. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Notifications for any Event
    40. 40. Uses Standard Notification Templates</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Re-order Steps</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Save!</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Business Owners Can Maintain Approvers
    41. 41. Route by Tree Nodes, Values or Ranges
    42. 42. Attach Electronic Signatures for Printing</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Demo Scenario
    43. 43. Enter Purchase Order
    44. 44. Remember, this can be any Document!
    45. 45. Submit Purchase Order for Workflow
    46. 46. Can be automated if desired
    47. 47. 3 Levels of Approval
    48. 48. Sign in as Approver
    49. 49. Add Comments
    50. 50. Attach a Document
    51. 51. Approve</li></li></ul><li>Smart Security <br />
    52. 52. PeopleSoft Row Level SecurityDoes It Meet Your Needs?<br />Standard Features<br />Security Available on Prompts <br />Can Be Applied to Business Unit, SetID, Ledger, Book, Pay Cycle, Project<br />Defined System-Wide <br />Shortcomings<br />No ChartField Security<br />No Search Security<br />No Inquiry Security<br />Cannot extend to PeopleSoft Queries<br />No Business Intelligence Integration<br />
    53. 53. Smart Security<br />Flexible and Configurable Security for ANY Field on ANY Page<br />Security for SEARCHES and INQUIRIES as well as PROMPTS<br />Apply to Query Access Groups<br />APIs Extend the Security to Reporting Solutions (Cognos, OBIEE)<br />Business Owners Can Control Security without IT Intervention<br />Context Security Allows Different Settings for the Same User on Different Components<br />Administrator Can Easily Apply/Undo Security Changes<br />Automated Processes for Populating Security Values<br />Complete Audit Reporting<br />
    54. 54. Smart Security<br />Context Security Means That One User Can Have Different Security Settings on Different PeopleSoft Components.<br />Use Tree Nodes<br />Use Ranges<br />
    55. 55. Smart Security<br />Demo Scenario<br />Show Security Setup for VP1 in the AP Context<br />Secured by Department and Operating Unit<br />Search for Vouchers on Voucher Entry Component<br />Only Vouchers with the secured values are returned<br />Search for Vouchers on Voucher Inquiry Component<br />The same secured values are returned<br />Run Query on Voucher Record<br />Again, the same secured values are returned<br />Enter Voucher Component<br />Show that only secured values are available in the Prompts<br />
    56. 56. Upcoming Events<br />Alliance ‘09 Conference<br />Anaheim, CA, Booth #700<br />March 22nd – 25th<br />Interact ’09 Conference<br />Scottsdale, AZ, Booth #107<br />June 7th – 10th<br />SmartERP Webinar Series<br />Personal Demo with Your Organization<br />Any Time you Want!<br />
    57. 57. Contact Information<br />Doris Wong<br />CEO<br />doris.w@smarterp.com<br />Dan White<br />Vice President Product Strategy <br />dan.w@smarterp.com<br />
    58. 58. Q & A <br />To ask a question please use the GoToMeeting QUESTION feature (please note all phone lines and computer microphones have been placed on mute). <br />If we can’t get to your question live we will respond to you directly via email after the webinar.<br />For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.<br />

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