Quest Midwest presentation by Smart ERP Solutions. Covers automating, streamlining and removing paper from Financials business processes including Vendor Onboarding

1. Use Cases: Improving PeopleSoft
Financials Processes
Session 96280
Quest Midwest
Doris Wong, CEO
Dan White, VP Product Strategy
November 9, 2011

2. Agenda
• What are your challenges with your Financials and
Procurement system?
• Implementing Enhanced Financials Business
Processes Use Cases
– Simplifying and Streamlining Key Financials Transactions
– Automating Vendor Onboarding
– Other Use Cases
• Questions & Answers

3. Financials &
Procurement
System Challenges

4. Requirements for Financials / Procurement
• Automate Any Process
– Reduce Paper and Manual Processes
– Any Process: Vendor Onboarding, Month-End Close, Year-End Close
– Bring paper forms online: Internal Billing,
– Automate Workflow Approvals
• Improve User Experience
– Simplified and Streamlined PeopleSoft Transactions
– Ease of Use and Intuitive – Contemporary & Flexible
– Tailored to Your Business Requirements
• Transaction Visibility
– Predictable routing
– Track status at any time of any Transactions/Process
– Electronic notifications
• Improve Efficiency and Accuracy
– Eliminate duplicate data entry, reduce errors
• Improve Effectiveness & Lower Costs
– Reduce cycle time

5. About Smart ERP
Solutions, Inc.

6. Smart ERP Solutions, Inc.
 Comprised of the best former developers, architects and
executives from PeopleSoft/Oracle
 Providing cost-effective, robust and repeatable “Smart Solutions”
for PeopleSoft applications
 Unique best practices and expertise in PeopleSoft strategic
planning, Smart implementation and upgrade services
KEY DIFFERENTIATOR−OUR SMARTADVANTAGE
Rather than assigning teams of consultants to projects we apply our
pre-built, proven solutions to efficiently address those efforts
common to any PeopleSoft project thus saving time, reducing
costs, minimizing risks and lowering total cost of ownership by
avoiding costly difficult-to-maintain customizations.

7. Streamlining and
Simplification for PeopleSoft

8. Simplification: AP Voucher

9. Smart Purchase Order Entry

10. Smart Sales Order Entry

11. Simplified Sales Order Entry

12. Simplified Internal Billing

13. Simplified and Streamlined Library
Financials and Supply Chain
• Journals & Budget Journals
• Requisitions, Purchase Orders, Vouchers &
Vendors
• Grant Proposals
• Deposit Transmittals
• Budget Transfers
• Expenses Entry
• Bill Entry (External and Internal)
• Chartfields
• Customers, Sales Order Entry

14. Increase Productivity for
End Users with
ERP Gadget™

15. What is ERP Gadget™?
• A configurable collection of high
productivity end-user functions that can
be easily and consistently deployed
anywhere on any PeopleSoft page

16. Automating Vendor
Onboarding for PeopleSoft

17. New Vendor Registration Paper Form

18. Automated Vendor Onboarding

19. Automated Vendor Onboarding
Entering Vendor Information

20. Automated Vendor Onboarding
Entering Vendor Classification

21. Automated Vendor Onboarding
Bank Information – Direct Deposit

22. Automated Vendor Onboarding
Certify W9 Form

23. Automated Vendor Onboarding
Electronic W9 Form Created with Electronic Signature

24. Automated Vendor Onboarding
Survey Your Vendors

25. Automated Vendor Onboarding
Communicate and Collect Information

26. Automated Vendor Onboarding
Vendor Administrator Role

27. Automated Vendor Onboarding
Vendor Administrator Role – Review and Approve

28. Automated Vendor Onboarding
Vendor Administrator Role – Review

29. Automated Vendor Onboarding
Vendor Administrator Role – Review and Approve

30. Automated Vendor Onboarding
Vendor Administrator Role – Review and Approve

31. Automated Vendor Onboarding
Vendor Administrator Role – Automatic Update on Final Approval

32. Automated Vendor Onboarding
Vendor Administrator Analytics & Dashboards

33. Other Use Cases for
Smart Solutions

34. Other Use Cases for
Financials & SCM Automation
• Onboarding and Offboarding
 Vendors, Customers
• Supply Chain Management
– Buyers
– Items
– Products
– Bill of Materials
• Configure and Automate Any Business
Processes within Your Financials Organization
 Month-End and Year-End Closes
 Any Financials and SCM Processes

35. Questions & Answers

36. Thank You
For more information visit: smarterp.com
View Solution Previews: smarterp.com/previews
Copyright © 2010 Smart ERP Solutions, Inc.