This document provides an overview of Smart ERP Solutions, Inc. and their philosophy of enhancing PeopleSoft functionality through pre-packaged, configurable "Smart Solutions" rather than customizations. It introduces the CEO and VP and outlines the agenda, which includes demonstrations of their Vendor On-Boarding, Termination, and Expense Report solutions. These solutions simplify and streamline standard PeopleSoft processes using Smart Docs and Business Process Management without custom code. Attendees learn how Smart ERP's offerings provide lower costs than traditional customizations while meeting complex business requirements.

1. Welcome & IntroductionsDoris WongCEO, Smart ERP Solutions, Inc.Former Oracle Group VP and GM for PeopleSoft Enterprise13 Years Experience with PeopleSoftDan WhiteVP, Product Strategy, Smart ERP Solutions, Inc.Former Oracle/PeopleSoft Principal Functional Architect11 Years Experience with PeopleSoft

2. AgendaAbout Smart ERP Solutions, Inc.Who We AreOur Philosophy and Business ValueTailoring PeopleSoft with Smart SolutionsVendor On-Boarding: Add a VendorHCM Manager Self-Service: Termination ProcessEmployee Self-Service: Smart Expense Report EntryConfiguring PeopleSoft with Smart Docs and Business Process ManagementArchitectural ReviewSummary and Q & A

3. About Smart ERP Solutions, Inc.

4. Smart ERP Solutions, Inc.Comprised of the best former developers, architects and executives from PeopleSoft/Oracle

5. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications

6. Strong best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services www.smarterp.com

7. SmartERP: Our PhilosophySolutionsEnhance and Extend Standard PeopleSoft Functionality to Meet Business Needs3Cs : Common, Critical, ComplementaryRepeatable, Pre-Packaged, Highly-Configurable and Innovative SolutionsRelease IndependenceCustomer-Driven RequirementsArchitected and Designed as Add-On SolutionsLower Total Cost of OwnershipMinimal to No CustomizationsMinimal Upgrade ImpactAffordable and Cost-Effective

8. SmartERP: Our Solutions

9. SmartERP: Our Business ValueSmartERP Solutions Offer Lower Costs Compared to Traditional SolutionsDesigned and Developed with Customer Requirements and FeedbackConfigurable and Streamlined to Meet Your Specific Business RequirementsQuick and Short Implementation TimesSolves Business Needs on Your Current PeopleSoft ReleaseApplicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM, EPMProven and High-Quality Solutions and Services

10. 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?

11. Tailoring PeopleSoft with Smart Solutions

12. Enhancing PeopleSoft with Smart SolutionsBusiness RequirementsDo you have a need to simplify the complexity of standard PeopleSoft transactions and business processes?Streamline data entry Simplify and enter only those fields required for your business transactionsTailor data entry to meet your business and/or industry requirementsConfigure and manage business processes and transactions for your business, including step-by-step processingReduce paper and manual processes ! Increase productivity and experience of your users - $$$Do you have a need to add additional business logic or extend functionality but don’t want to customize?

13. Do you have a need for a more contemporary, flexible and intuitive user interface?Self-Service transactionsBusiness Process ManagementDo you have a need to accomplish the above without increasing your total cost of ownership?Customizations, Maintenance, Upgrades

14. Enhancing PeopleSoft with Smart Solutions

15. Smart Vendor On-BoardingAdd a Vendor

16. Vendor On-Boarding Add a Vendor - Standard Product

17. Vendor On-Boarding Add a Vendor – Smart Business Process Mgmt with Smart Docs 2.0Configurable NavigationConfigurable Actions

18. Vendor On-Boarding Add a Vendor – Save

19. Vendor On-Boarding Add a Vendor - Copy

20. Vendor On-Boarding Add a Vendor - Collaboration

21. Vendor On-Boarding Add a Vendor - Attachments

22. Vendor On-Boarding Add a Vendor – Printing

23. Vendor On-Boarding Add a Vendor - Help

24. Vendor On-Boarding Add a Vendor – Onto Step 3

25. Smart Termination

26. Manager Self-Service Termination Process – Standard Product

27. Additional Termination RequirementsDisplay Multiple Job RecordsEnter Detailed Reason for TerminationAttach Resignation LetterEnter Last Date Worked and Effective DateDisplay Funding SourcesProcess Vacation / Sick PayoutSubmit for Workflow Approval with Tracking and HistoryWithdraw Termination if Submitted in ErrorACCOMPLISH ALL OF THIS WITHOUT MODIFYING EXISTING PEOPLESOFT OBJECTS!

28. Manager Self-Service Smart Termination Selection Criteria

29. Manager Self-Service Smart Termination Configurable Actions

30. Manager Self-Service Smart Termination

31. Manager Self-Service Smart Termination with Workflow Approval

32. Manager Self-Service Smart Termination with Workflow Approval

33. Smart Expense Report Entry

34. Employee Self-Service Expense Report Entry – Standard Product

35. Employee Self-Service Smart Expense Report Entry – Step 1

36. Employee Self-Service Smart Expense Report Entry – Step 2

37. Employee Self-Service Smart Expense Report Entry – Step 2

38. Employee Self-Service Smart Expense Report Entry – Step 3

39. Configuring with Smart Docs™ and SmartBusiness Process Management ™ An Architectural Review

40. Configuration Not CustomizationSmart Docs and Smart Business Process MgmtSimplify Data EntryExtend Functionality to Meet Complex RequirementsAdditional Business Rules to Meet Your Specific NeedsUses CI to Retain Standard PeopleSoft FunctionalityPopulates Delivered PeopleSoft TablesSeamlessly Integrates with Smart Workflow andother Smart SolutionsSmart Docs and Smart Business Process Management Solutions Designed to Increase Organizational Productivity and Efficiency yet Maintain a Lower Cost of Ownership in Regards to Maintenance and Upgrades

41. Smart Docs OverviewHigher-EdSmartDocs Higher-EdSmartDocs Smart Docs Smart Docs FrameworkPeopleSoft / Flex Smart SolutionsSecurity/Workflow/Smart KeysPeopleSoft Delivered Business Logic

42. Smart Termination Code Impact for Client’s RequirementsNo Impact to Delivered PeopleSoft Objects !

43. Tailoring PeopleSoft Without CustomizationsValue StatementEnhancing PeopleSoft with Smart SolutionsSmart Docs 1.0 and 2.0Smart WorkflowSmart Business Process ManagementEasily Configure PeopleSoft Applications to Meet Your Business RequirementsImplement Common and Consistent Capabilities Anywhere and EverywhereWorkflow, Attachments, Comments, Printing, Help, etc.HCM, Financials, Procurement, Supply Chain, CRMComplete Projects Better, Faster and Cheaper !Lower Total Cost of OwnershipUtilize Best Practice MethodologyMaintenance and Upgrades

44. Upcoming EventsLink ’09 Addison, TexasNovember 17th – 19th Alliance ‘10San Antonio, TexasFebruary 28th - March 3rdSmartERP Webinar SeriesPersonal Demo with Your OrganizationAny Time you Want!

45. Contact InformationDoris WongCEOdoris.w@smarterp.com925-699-0832Dan WhiteVice President, Product Strategydan.w@smarterp.com925-693-8707

46. 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.

47. For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.