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.
Tailor PeopleSoft Business Processes to Fit Your Needs – Without Customizations!
1. Welcome & 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
2. Agenda About Smart ERP Solutions, Inc. Who We Are Our Philosophy and Business Value Tailoring PeopleSoft with Smart Solutions Vendor On-Boarding: Add a Vendor HCM Manager Self-Service: Termination Process Employee Self-Service: Smart Expense Report Entry Configuring PeopleSoft with Smart Docs and Business Process Management Architectural Review Summary and Q & A
6. Strong best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services www.smarterp.com
7. SmartERP: Our PhilosophySolutions 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
9. SmartERP: Our Business Value SmartERP Solutions Offer Lower Costs Compared to Traditional Solutions Designed and Developed with Customer Requirements and Feedback Configurable and Streamlined to Meet Your Specific Business Requirements Quick and Short Implementation Times Solves Business Needs on Your Current PeopleSoft Release Applicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM, EPM Proven 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?
27. Additional Termination Requirements Display Multiple Job Records Enter Detailed Reason for Termination Attach Resignation Letter Enter Last Date Worked and Effective Date Display Funding Sources Process Vacation / Sick Payout Submit for Workflow Approval with Tracking and History Withdraw Termination if Submitted in Error ACCOMPLISH ALL OF THIS WITHOUT MODIFYING EXISTING PEOPLESOFT OBJECTS!
39. Configuring with Smart Docs™ and SmartBusiness Process Management ™ An Architectural Review
40. Configuration Not CustomizationSmart Docs and Smart Business Process Mgmt Simplify Data Entry Extend Functionality to Meet Complex Requirements Additional Business Rules to Meet Your Specific Needs Uses CI to Retain Standard PeopleSoft Functionality Populates Delivered PeopleSoft Tables Seamlessly Integrates with Smart Workflow andother Smart Solutions Smart 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
42. Smart Termination Code Impact for Client’s Requirements No Impact to Delivered PeopleSoft Objects !
43. Tailoring PeopleSoft Without CustomizationsValue Statement Enhancing PeopleSoft with Smart Solutions Smart Docs 1.0 and 2.0 Smart Workflow Smart Business Process Management Easily Configure PeopleSoft Applications to Meet Your Business Requirements Implement Common and Consistent Capabilities Anywhere and Everywhere Workflow, Attachments, Comments, Printing, Help, etc. HCM, Financials, Procurement, Supply Chain, CRM Complete Projects Better, Faster and Cheaper ! Lower Total Cost of Ownership Utilize Best Practice Methodology Maintenance and Upgrades
44. Upcoming Events Link ’09 Addison, Texas November 17th – 19th Alliance ‘10 San Antonio, Texas February 28th - March 3rd SmartERP Webinar Series Personal Demo with Your Organization Any Time you Want!
45. Contact Information Doris Wong CEO doris.w@smarterp.com 925-699-0832 Dan White Vice President, Product Strategy dan.w@smarterp.com 925-693-8707
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
This is a list of our upcoming events. Please visit our website for future Webinars and let us know if there is something of interest that you would like to see.Please contact us any time and we can set up a personalized demo just for your organitation.
Here is Doris and my contact information. Please feel free to contact me with any questions you have regarding today’s presentation or 1099’s in general. I have a lot of great documentation on 1099 processing in any release and I would be happy to send it to you upon request.