Use Cases: Improving PeopleSoftFinancials ProcessesSession 96280Quest MidwestDoris Wong, CEODan White, VP Product Strategy...
Agenda• What are your challenges with your Financials and  Procurement system?• Implementing Enhanced Financials Business ...
Financials &  ProcurementSystem Challenges
Requirements for Financials / Procurement• Automate Any Process   –   Reduce Paper and Manual Processes   –   Any Process:...
About Smart ERP Solutions, Inc.
Smart ERP Solutions, Inc. Comprised of the best former developers, architects and   executives from PeopleSoft/Oracle Pr...
Streamlining andSimplification for PeopleSoft
Simplification: AP Voucher
Smart Purchase Order Entry
Smart Sales Order Entry
Simplified Sales Order Entry
Simplified Internal Billing
Simplified and Streamlined Library           Financials and Supply Chain• Journals & Budget Journals• Requisitions, Purcha...
Increase Productivity for    End Users with    ERP Gadget™
What is ERP Gadget™?• A configurable collection of high  productivity end-user functions that can  be easily and consisten...
Automating VendorOnboarding for PeopleSoft
New Vendor Registration Paper Form
Automated Vendor Onboarding
Automated Vendor Onboarding     Entering Vendor Information
Automated Vendor Onboarding    Entering Vendor Classification
Automated Vendor Onboarding   Bank Information – Direct Deposit
Automated Vendor Onboarding        Certify W9 Form
Automated Vendor OnboardingElectronic W9 Form Created with Electronic Signature
Automated Vendor Onboarding       Survey Your Vendors
Automated Vendor Onboarding  Communicate and Collect Information
Automated Vendor Onboarding     Vendor Administrator Role
Automated Vendor OnboardingVendor Administrator Role – Review and Approve
Automated Vendor Onboarding   Vendor Administrator Role – Review
Automated Vendor OnboardingVendor Administrator Role – Review and Approve
Automated Vendor OnboardingVendor Administrator Role – Review and Approve
Automated Vendor OnboardingVendor Administrator Role – Automatic Update on Final Approval
Automated Vendor OnboardingVendor Administrator Analytics & Dashboards
Other Use Cases for Smart Solutions
Other Use Cases for        Financials & SCM Automation• Onboarding and Offboarding   Vendors, Customers• Supply Chain Man...
Questions & Answers
Thank YouFor more information visit: smarterp.comView Solution Previews: smarterp.com/previewsCopyright © 2010 Smart ERP S...
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Automating PeopleSoft Financial Processes

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

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Automating PeopleSoft Financial Processes

  1. 1. Use Cases: Improving PeopleSoftFinancials ProcessesSession 96280Quest MidwestDoris Wong, CEODan White, VP Product StrategyNovember 9, 2011
  2. 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. 3. Financials & ProcurementSystem Challenges
  4. 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. 5. About Smart ERP Solutions, Inc.
  6. 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 SMARTADVANTAGERather 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. 7. Streamlining andSimplification for PeopleSoft
  8. 8. Simplification: AP Voucher
  9. 9. Smart Purchase Order Entry
  10. 10. Smart Sales Order Entry
  11. 11. Simplified Sales Order Entry
  12. 12. Simplified Internal Billing
  13. 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. 14. Increase Productivity for End Users with ERP Gadget™
  15. 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. 16. Automating VendorOnboarding for PeopleSoft
  17. 17. New Vendor Registration Paper Form
  18. 18. Automated Vendor Onboarding
  19. 19. Automated Vendor Onboarding Entering Vendor Information
  20. 20. Automated Vendor Onboarding Entering Vendor Classification
  21. 21. Automated Vendor Onboarding Bank Information – Direct Deposit
  22. 22. Automated Vendor Onboarding Certify W9 Form
  23. 23. Automated Vendor OnboardingElectronic W9 Form Created with Electronic Signature
  24. 24. Automated Vendor Onboarding Survey Your Vendors
  25. 25. Automated Vendor Onboarding Communicate and Collect Information
  26. 26. Automated Vendor Onboarding Vendor Administrator Role
  27. 27. Automated Vendor OnboardingVendor Administrator Role – Review and Approve
  28. 28. Automated Vendor Onboarding Vendor Administrator Role – Review
  29. 29. Automated Vendor OnboardingVendor Administrator Role – Review and Approve
  30. 30. Automated Vendor OnboardingVendor Administrator Role – Review and Approve
  31. 31. Automated Vendor OnboardingVendor Administrator Role – Automatic Update on Final Approval
  32. 32. Automated Vendor OnboardingVendor Administrator Analytics & Dashboards
  33. 33. Other Use Cases for Smart Solutions
  34. 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. 35. Questions & Answers
  36. 36. Thank YouFor more information visit: smarterp.comView Solution Previews: smarterp.com/previewsCopyright © 2010 Smart ERP Solutions, Inc.

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