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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 …

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 & Req Documents only800K for 2 doc

Transcript

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