Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Enhanced Grants: Simplified Proposal Entry
with Robust Routing
At Emory University
Session #27891
March 02, 2010
2
Your Presenters
 Celia Gravely
 Manager
 HURON Consulting Group
 Celia has over 25 years experience in higher educat...
3
Your Presenters
 Kerry Peluso
 Associate Vice President for Research
Administration, Emory University
 Kerry has over...
4
Agenda
 Emory University
 Introduction, Emory & Oracle
 Project Overview
 Smart ERP Solutions, Inc.
 Introduction
...
5
Emory University
 Founded in 1836 (Oxford, GA)
 Location: Atlanta, GA
 Top 20 University (U.S. News & World Report)
...
6
Emory University and Oracle
Version Go Live Date
PS Enterprise Campus Solutions
 Campus Community
 Financial Aid
 Stu...
7
Smart ERP Solutions, Inc.
 Comprised of the best former
developers, architects and
executives from
PeopleSoft/Oracle
 ...
8
SmartERP: Our Philosophy
 Enhance and Extend Standard PeopleSoft Functionality to
Meet Business Needs
 3Cs : Common, C...
9
SmartERP: Our Business Value
 SmartERP Solutions vs. Traditional Solutions
 Designed and Developed with Customer
Requi...
10
HURON Consulting Group
 Huron Consulting Group delivers profound and lasting results. With
unparalleled knowledge of G...
11
EPEX Grants: Overview
 Over 6,000 campus wide Grants users
 Smart Doc to simplify the proposal entry
process
 Smart ...
12
Simplified Proposal Entry
with Robust Routing
Session #-and Name
13
Enhance Your Grants
with Smart Solutions
 Business Requirements
 Need to simplify the complexity of navigating
your G...
14
Implementation Use Case
Pre-Award Phase
Session #-and Name
15
Implementation Use Cases
Emory University
 Simplified UI
 Certification vs. Approval
 Multiple Projects per Proposal...
16
Proposal Express
at
Emory University
Session #-and Name
Adding a Proposal
17
 All of the information on ONE page, plus
any additional information you require
Session #-and Name
Submission Information
18
 Questionnaire that, based on the
answers, will determine the routing
through workflow
Session ...
Miscellaneous Information
19
 Configure the questionnaire as you deem
necessary for your organization
 Comments required...
Miscellaneous Information
20
 Links to Policies or other sites can be
inserted into the questions for assisting the
occas...
Miscellaneous Information
21
 We have also developed additional tools
to help answer some questions for the
occasional us...
OCR Decision Tree
22
 Simply click on the link, answer the yes
or no questions and the end result will
be the answer to g...
Printing A Proposal
23
 The ability to Print your proposal is at the
click of a button
Session #-and Name
Printed Proposal
24Session #-and Name
Workflow Approvals
25
 The Proposal Status is Pending Approval
 Click on the link to see the levels and status
of the ap...
Workflow Routing
26
 The first Stage in this approval setup is GM
Certification which is routed to the PI
 Once all of t...
Workflow Comments
27
 The next stage is Department Approvals, routed
based on the Job Record of the PI
 There is a date/...
Workflow Stages
28
 There are four Stages that are routed based on the
answers from the Questionnaire:
School Approval VA...
Workflow Pending Approval
29
 Each Stage can have several Steps, as seen above
 For each Stage, you can also require a m...
Workflow Ad Hoc Approver
30
 At any time during the approval Process, the
approver can add additional approvers or review...
Workflow OSP Initiator
31
 One of the additional features that are contained
within these workflow rules are, if the docu...
Workflow Approver Actions
32
 Several actions may be taken as an approver,
Approve, Deny, Hold, Push Back and Edit
Sessio...
Workflow Available Actions
33
 We have also manipulated the actions that are
available based on where the document is in ...
34
Workflow Path Overview High
Level
 This is a very small example of what a typical
workflow path might look like at Emo...
Workflow Rules Overview
 GM Certification - routes to the PI
 The Department - routes based on the PI’s most
current job...
Budgeting Tool
 Budget Tool was outgrowth of need to have
simplified tool available to faculty and
administrative staff f...
Budgeting Tool Cont’d
 Budget tool is accessed from EPEX:
37Session #-and Name
Budgeting Tool Cont’d
38Session #-and Name
 This opens the budget tool. Note the building of the periods and other basic
...
Budgeting Tool Cont’d
39Session #-and Name
Budgeting Tool Cont’d
 As you move down the page all projects can be viewed and the project budget
period totals can be v...
Budgeting Tool Cont’d
 The RA Rate Type is entered by project, as required. By selecting
the Rate Type the system auto po...
Budgeting Tool Cont’d
 The View/Enter Budgets hyperlink located by each period
opens the budget page where the budget lin...
Budgeting Tool Cont’d
 The budget tool incorporates all delivered
PeopleSoft management values. An example would
be that ...
Budgeting Tool Cont’d
 All values entered in the budget tool are
automatically fed to the delivered PeopleSoft
tables and...
45
Grants Life Cycle Viewer
Post-Award Phase
Session #-and Name
46
Enhance Your Grants
Post-Award Management
Session #-and Name
47
Complete Grants
Business Process
Smart Grants Solution Plans
Session #-and Name
48
Pain Points in Grants Processing
Session #-and Name
49
Enhance Your Grants
Proposed Pre-Award Solution Approach
Session #-and Name
Post Production Support
50
 Training availability, access and requirements
 Communication
 Security management
 Initia...
51
Questions?
Session #-and Name
52
Contacts
 Celia Gravely
 Manager
 HURON Consulting Group
 cgravely@huronconsultinggroup.com
 Kerry Peluso
 Associ...
This presentation and all Alliance
2010 presentations are available for
download from the Conference Site
Presentations fr...
Upcoming SlideShare
Loading in …5
×

PeopleSoft Grants solution at Emory University

Emory University presentation from Alliance 2010 Conference. Covers automated Grants add-on solution for PeopleSoft Financials deployed at Emory University. The Smart Grants solution streamlines the Grants pre-award process at Emory as well as other universities that use PeopleSoft Grants.

Related Books

Free with a 30 day trial from Scribd

See all
  • Be the first to comment

PeopleSoft Grants solution at Emory University

  1. 1. Enhanced Grants: Simplified Proposal Entry with Robust Routing At Emory University Session #27891 March 02, 2010
  2. 2. 2 Your Presenters  Celia Gravely  Manager  HURON Consulting Group  Celia has over 25 years experience in higher education and health care management. The last 5 years she has been assisting institutions with the integration of their financial management systems to include the research administration business from opportunity to close.  Ramesh Panchagnula  President/Co-Founder  Smart ERP Solutions  Former Oracle/PeopleSoft Principal Functional Architect  12+ years of experience with PeopleSoft Celia’s picture goes here Session #-and Name
  3. 3. 3 Your Presenters  Kerry Peluso  Associate Vice President for Research Administration, Emory University  Kerry has over 20 years experience in research and grants administration, is a CPA and holds an MBA. In her current role, she is responsible for the Office of Sponsored Programs and the Office of Grants and Contracts Accounting. These offices provide pre and post award research administration support and services to Emory’s research community. Session #-and Name
  4. 4. 4 Agenda  Emory University  Introduction, Emory & Oracle  Project Overview  Smart ERP Solutions, Inc.  Introduction  Enhance Your Grants! Simplified Proposal Entry with Robust Routing  HURON Consulting Group  Introduction  Q&A Session #-and Name
  5. 5. 5 Emory University  Founded in 1836 (Oxford, GA)  Location: Atlanta, GA  Top 20 University (U.S. News & World Report)  Enrollment: 12,755  Employees: 23,278 (University and Healthcare)  Operating Budget: $3.0 Billion  Endowment: $5.3 Billion  Research: $483 Million Session #-and Name
  6. 6. 6 Emory University and Oracle Version Go Live Date PS Enterprise Campus Solutions  Campus Community  Financial Aid  Student Financials  Admissions & Recruiting  Campus Self Service  Student Records 9.0 April 2000 PS Enterprise HCM  Base Benefits  Benefits Administration  Payroll for North America  Time and Labor 8.9 Oct 1999 PS Financials  General Ledger  Grants  Accounts Payable  Asset Management 9.0 Sept 2009 Session #-and Name
  7. 7. 7 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 your PeopleSoft applications www.smarterp.com Session #-and Name
  8. 8. 8 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 Session #-and Name
  9. 9. 9 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 Session #-and Name
  10. 10. 10 HURON Consulting Group  Huron Consulting Group delivers profound and lasting results. With unparalleled knowledge of Grants, Projects, Contracts, Billing, and Receivables applications, Huron professionals are more dedicated to and have more experience implementing the Oracle/PeopleSoft Grants solution than any other company.  Huron’s Higher Education Practice has more than 250 professionals dedicated to working with colleges, universities, academic medical centers, and other education clients, and we have served more institutions than any of our peers. We are committed to research administration, and continuously work with institutions to resolve significant business challenges.  For more information, please contact one of our professionals at 1-866-229-8700 or www.huronconsultinggroup.com Knowledge Shared Session #-and Name
  11. 11. 11 EPEX Grants: Overview  Over 6,000 campus wide Grants users  Smart Doc to simplify the proposal entry process  Smart Workflow utilized to streamline the approval process and assure compliance as well as Emory business requirements  Additional functionality built in to both without customization to delivered PeopleSoft Session #-and Name
  12. 12. 12 Simplified Proposal Entry with Robust Routing Session #-and Name
  13. 13. 13 Enhance Your Grants with Smart Solutions  Business Requirements  Need to simplify the complexity of navigating your Grants business process?  Need to add some additional Grants business logic/functionality, but hate customization?  Need more contemporary, flexible and intuitive user interface?  Need to accomplish all the above without increasing your total cost of ownership? Session #-and Name
  14. 14. 14 Implementation Use Case Pre-Award Phase Session #-and Name
  15. 15. 15 Implementation Use Cases Emory University  Simplified UI  Certification vs. Approval  Multiple Projects per Proposal  Complex Routing based on Answers to Questions  Routing based on job record from the HR database  Manipulation of Save and Route button based on certain criteria Session #-and Name
  16. 16. 16 Proposal Express at Emory University Session #-and Name
  17. 17. Adding a Proposal 17  All of the information on ONE page, plus any additional information you require Session #-and Name
  18. 18. Submission Information 18  Questionnaire that, based on the answers, will determine the routing through workflow Session #-and Name
  19. 19. Miscellaneous Information 19  Configure the questionnaire as you deem necessary for your organization  Comments required based on the answer that is given Session #-and Name
  20. 20. Miscellaneous Information 20  Links to Policies or other sites can be inserted into the questions for assisting the occasional user with your organizations policies and procedures Session #-and Name
  21. 21. Miscellaneous Information 21  We have also developed additional tools to help answer some questions for the occasional user  The OCR Decision tree is one of those examples Session #-and Name
  22. 22. OCR Decision Tree 22  Simply click on the link, answer the yes or no questions and the end result will be the answer to give on the Proposal Session #-and Name
  23. 23. Printing A Proposal 23  The ability to Print your proposal is at the click of a button Session #-and Name
  24. 24. Printed Proposal 24Session #-and Name
  25. 25. Workflow Approvals 25  The Proposal Status is Pending Approval  Click on the link to see the levels and status of the approvals Session #-and Name
  26. 26. Workflow Routing 26  The first Stage in this approval setup is GM Certification which is routed to the PI  Once all of the approvals at this Stage are met, it will route to the next Stage Session #-and Name
  27. 27. Workflow Comments 27  The next stage is Department Approvals, routed based on the Job Record of the PI  There is a date/time stamp for each approval in the comment history section Session #-and Name
  28. 28. Workflow Stages 28  There are four Stages that are routed based on the answers from the Questionnaire: School Approval VA Approval OCR Approval Yerkes Approval Session #-and Name
  29. 29. Workflow Pending Approval 29  Each Stage can have several Steps, as seen above  For each Stage, you can also require a minimum number of approvers Session #-and Name
  30. 30. Workflow Ad Hoc Approver 30  At any time during the approval Process, the approver can add additional approvers or reviewers to the workflow path simply by clicking on the + and selecting the user ID of that person Session #-and Name
  31. 31. Workflow OSP Initiator 31  One of the additional features that are contained within these workflow rules are, if the document is initiated by a person who is designated as an OSP Approver, skip all other levels of approvals Session #-and Name
  32. 32. Workflow Approver Actions 32  Several actions may be taken as an approver, Approve, Deny, Hold, Push Back and Edit Session #-and Name
  33. 33. Workflow Available Actions 33  We have also manipulated the actions that are available based on where the document is in the workflow  In this example, Save and Save and Route are unavailable to this user at this time Session #-and Name
  34. 34. 34 Workflow Path Overview High Level  This is a very small example of what a typical workflow path might look like at Emory University Session #-and Name
  35. 35. Workflow Rules Overview  GM Certification - routes to the PI  The Department - routes based on the PI’s most current job record from the HRMS System  The subsequent stages are routed based on the answers to the questionnaire  OSP Analyst and Approver – routes to the individuals designated as approvers at that level and Skips to them if they are the initiators.  Any additional individuals can be inserted at any point during the workflow path 35Session #-and Name
  36. 36. Budgeting Tool  Budget Tool was outgrowth of need to have simplified tool available to faculty and administrative staff for budget entry  Automatic calculations were necessary to reduce errors at entry  Automatic process to load delivered PeopleSoft pages was requirement for reporting and tracking  Ability to navigate and view on screen with more ease 36
  37. 37. Budgeting Tool Cont’d  Budget tool is accessed from EPEX: 37Session #-and Name
  38. 38. Budgeting Tool Cont’d 38Session #-and Name  This opens the budget tool. Note the building of the periods and other basic information from delivered pages is seen here as well as a total sponsor budget value and the budget totals by period. The periods can be adjusted and managed with the same functionality in the delivered pages.
  39. 39. Budgeting Tool Cont’d 39Session #-and Name
  40. 40. Budgeting Tool Cont’d  As you move down the page all projects can be viewed and the project budget period totals can be viewed as well. These views can be opened or collapsed using the commands on screen 40Session #-and Name
  41. 41. Budgeting Tool Cont’d  The RA Rate Type is entered by project, as required. By selecting the Rate Type the system auto populates the institutional base and rate, the end user is then required to update the FA Base and FA Rate % to represent the Budget FA base and rate. These values will be used to calculate the Sponsor FA on each budget period. 41Session #-and Name
  42. 42. Budgeting Tool Cont’d  The View/Enter Budgets hyperlink located by each period opens the budget page where the budget line entry is accomplished. All delivered functionality including detail pages for each budget item is available to assist in entering budget detail. 42Session #-and Name
  43. 43. Budgeting Tool Cont’d  The budget tool incorporates all delivered PeopleSoft management values. An example would be that periods must follow sequentially by date.  The Institution FA base and rate are managed behind the scenes and populated with the configured values. Edit is not allowed in the proposal budget tool.  The subdivision, institution and budget ID are populated behind the scenes and reduce entry errors by end users. 43Session #-and Name
  44. 44. Budgeting Tool Cont’d  All values entered in the budget tool are automatically fed to the delivered PeopleSoft tables and pages.  The automatic calculations for F&A and other math processes at the period level, project level and proposal level reduce end user errors. 44Session #-and Name
  45. 45. 45 Grants Life Cycle Viewer Post-Award Phase Session #-and Name
  46. 46. 46 Enhance Your Grants Post-Award Management Session #-and Name
  47. 47. 47 Complete Grants Business Process Smart Grants Solution Plans Session #-and Name
  48. 48. 48 Pain Points in Grants Processing Session #-and Name
  49. 49. 49 Enhance Your Grants Proposed Pre-Award Solution Approach Session #-and Name
  50. 50. Post Production Support 50  Training availability, access and requirements  Communication  Security management  Initial and ongoing help desk support Session #-and Name
  51. 51. 51 Questions? Session #-and Name
  52. 52. 52 Contacts  Celia Gravely  Manager  HURON Consulting Group  cgravely@huronconsultinggroup.com  Kerry Peluso  Associate Vice President for Research Administration  Emory University  Ramesh Panchagnula  President/Co-Founder  Smart ERP Solutions, Inc.  ramesh.p@smarterp.com Session #-and Name
  53. 53. This presentation and all Alliance 2010 presentations are available for download from the Conference Site Presentations from previous meetings are also available

    Be the first to comment

    Login to see the comments

  • AuntieDana

    Nov. 6, 2014

Emory University presentation from Alliance 2010 Conference. Covers automated Grants add-on solution for PeopleSoft Financials deployed at Emory University. The Smart Grants solution streamlines the Grants pre-award process at Emory as well as other universities that use PeopleSoft Grants.

Views

Total views

1,219

On Slideshare

0

From embeds

0

Number of embeds

3

Actions

Downloads

0

Shares

0

Comments

0

Likes

1

×