HEUG.Online Webinar Series: Configurable PeopleSoft User Interface, with Robust Workflow and Security<br />Dan White, VP P...
Welcome<br /><ul><li>Today’s HEUG.Online Webinar Series
Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
SmartERP Webinars
Previous SmartERP Webinars
March 4 : Workflow and Row Level Security Solutions for PeopleSoft
April 29 : Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
May 27 : Enhance Your Grants! Simplified Proposal Entry with Robust Routing
July  8: Easy ChartField Entry with Smart Keys
Upcoming Webinar Topics </li></ul>Supplier Diversity Reporting<br />1099 Enhancements including Procurement Card reporting...
Introductions<br />Dan White<br />VP, Product Strategy, Smart ERP Solutions, Inc.<br />Former Oracle/PeopleSoft Principal ...
Agenda<br /><ul><li>The Problem
The Approach
The Solution: Configurable User Interface, with Robust Workflow and Security (including demo)</li></ul>Simplification:  Gr...
The Problem<br /><ul><li>Standard PeopleSoft pages and business processes are designed to meet  the needs of many industri...
Thus, while only a handful of fields may be required to meet YOUR organization’s needs, many users must navigate numerous ...
Cross-module Workflow
To Add some additional business logic or functionality but don’t want to customize</li></ul>Higher education-unique requir...
The Approach<br />
The Approach<br />As an alternative to customizing, develop solutions meeting these criteria:<br />Enhance and Extend Stan...
The Solutions<br />
The Solutions<br />Solutions Overview<br />HEUG Client demo scenarios (Wesleyan University, Emory University, and others):...
Smart Solutions Overview<br />Configurable User Interface <br />Smart Solutions<br />
Smart Solutions Overview<br />Higher-Ed<br />SmartDocs <br />Higher-Ed<br />SmartDocs <br />Smart Docs<br />Smart Doc Fram...
Simplification: Smart Grants Proposal <br />
Simplification: Grants Proposal<br /><ul><li>How many pages, fields and clicks do we really need?</li></ul>Demo<br />
Extend Functionality:Smart Budget Transfer <br />
Smart Budget Transfer<br />Business Requirements<br />All Users<br />Default to Current Fiscal Year and not Editable <br /...
Upcoming SlideShare
Loading in …5
×

Heug webinar series smart erp aug2009

557 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
557
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Heug webinar series smart erp aug2009

  1. 1. HEUG.Online Webinar Series: Configurable PeopleSoft User Interface, with Robust Workflow and Security<br />Dan White, VP Product Strategy,<br />Smart ERP Solutions, Inc.<br />Aug 5, 2009<br />
  2. 2. Welcome<br /><ul><li>Today’s HEUG.Online Webinar Series
  3. 3. Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
  4. 4. SmartERP Webinars
  5. 5. Previous SmartERP Webinars
  6. 6. March 4 : Workflow and Row Level Security Solutions for PeopleSoft
  7. 7. April 29 : Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions
  8. 8. May 27 : Enhance Your Grants! Simplified Proposal Entry with Robust Routing
  9. 9. July 8: Easy ChartField Entry with Smart Keys
  10. 10. Upcoming Webinar Topics </li></ul>Supplier Diversity Reporting<br />1099 Enhancements including Procurement Card reporting<br />
  11. 11. Introductions<br />Dan White<br />VP, Product Strategy, Smart ERP Solutions, Inc.<br />Former Oracle/PeopleSoft Principal Functional Analyst<br />11 Years Experience with PeopleSoft<br />dan.w@smarterp.com, www.smarterp.com<br />Smart ERP Solutions: Pleasanton, California-based, HEUG Gold Vendor Partner organization comprised of former Oracle/PeopleSoft employees with extensive application development expertise, providing innovative add-on solutions or PeopleSoft applications.<br />
  12. 12. Agenda<br /><ul><li>The Problem
  13. 13. The Approach
  14. 14. The Solution: Configurable User Interface, with Robust Workflow and Security (including demo)</li></ul>Simplification: Grants Proposals<br />Extend Functionality: Budget Transfers<br />Seamless Integration: Vouchers<br />Business Process Improvement: Campus Solutions Enrollment<br />Contemporary User Interface: Purchase Order<br /><ul><li>Q & A</li></li></ul><li>The Problem<br />
  15. 15. The Problem<br /><ul><li>Standard PeopleSoft pages and business processes are designed to meet the needs of many industries and verticals.
  16. 16. Thus, while only a handful of fields may be required to meet YOUR organization’s needs, many users must navigate numerous pages, tabs and fields every time they conduct that transaction.</li></li></ul><li>The Problem (continued)<br />Other Common Needs:<br /><ul><li>To Simplify the complexity of standard PeopleSoft transactions</li></ul>Streamline data entry <br />Simplify and enter only those fields required for your business transactions<br />Tailor data entry to meet your higher education institution’s requirements<br />Increase productivity of your users<br /><ul><li>Enhanced Row Level Security
  17. 17. Cross-module Workflow
  18. 18. To Add some additional business logic or functionality but don’t want to customize</li></ul>Higher education-unique requirements<br /><ul><li>A more Contemporary, Flexible and Intuitive User Interface</li></ul>Self-Service transactions for casual users or those unfamiliar with PeopleSoft<br />Business Process Improvement<br />The need to accomplish the above without increasing your total cost of ownership<br />- Customizations, Maintenance, Upgrades<br />
  19. 19. The Approach<br />
  20. 20. The Approach<br />As an alternative to customizing, develop solutions meeting these criteria:<br />Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs<br />3Cs : Common, Critical, Complementary<br />Repeatable, Pre-Packaged, Highly-Configurable and Innovative Solutions<br />Release Independence<br />Customer-Driven Requirements<br />Architected and Designed as Add-On Solutions<br />Lower Total Cost of Ownership<br />Minimal to No Customizations<br />Minimal Upgrade Impact<br />Affordable and Cost-Effective<br />
  21. 21. The Solutions<br />
  22. 22. The Solutions<br />Solutions Overview<br />HEUG Client demo scenarios (Wesleyan University, Emory University, and others):<br />Simplification: Grants Proposal<br />Extend Functionality: Budget Transfers<br />Seamless Integration: Vouchers with enhanced Workflow approvals and Row Level Security<br />Business Process Improvement: Campus Solutions Enrollment<br />Contemporary User Interface (Flex): Purchase Order<br />
  23. 23. Smart Solutions Overview<br />Configurable User Interface <br />Smart Solutions<br />
  24. 24. Smart Solutions Overview<br />Higher-Ed<br />SmartDocs <br />Higher-Ed<br />SmartDocs <br />Smart Docs<br />Smart Doc Framework<br />(PeopleSoft UI or Flex) <br />Other Smart Solutions<br />Security/Workflow/Smart Keys<br />PeopleSoft Delivered Business Logic<br />
  25. 25. Simplification: Smart Grants Proposal <br />
  26. 26. Simplification: Grants Proposal<br /><ul><li>How many pages, fields and clicks do we really need?</li></ul>Demo<br />
  27. 27. Extend Functionality:Smart Budget Transfer <br />
  28. 28. Smart Budget Transfer<br />Business Requirements<br />All Users<br />Default to Current Fiscal Year and not Editable <br />Once Submitted for Workflow the State is ‘Submitted’ and all fields are grayed out<br />Display Existing Budget for each Budget Line<br />Department Users - User / Role SMARTERP1<br />Label will be Department Users<br />Cannot Transfer to/from Salary Accounts<br />Fiscal Managers - User / Role SMARTERP2<br />Label will be Fiscal Managers<br />Able to Transfer to/from Limited Salary Accounts<br />Need to be able to Auto-Calculate and create Fringe Budgets<br />
  29. 29. Smart Budget Transfer<br />Demo<br />Extend PeopleSoft Functionality<br />Automatically Calculate Fringe<br />Different Behavior Based on Role<br />
  30. 30. Seamless Integration:Smart VoucherFeaturing Smart Workflow, Smart Security and Smart Keys <br />
  31. 31. Smart Voucher<br />Business Case and Demo Scenario<br />Smart Security for User VP1<br />Department and Smart Keys<br />Smart Workflow<br />Routed to 3 steps based on Department and Amount<br />Enter Voucher<br />Only Secured Smart Keys and Smart Keys with Secured Departments are available<br />Save Voucher and Submit for Workflow<br />State of ‘Submitted for Approval’ grays out Voucher<br />Voucher is routed for Approval based on Chartfields and Amount<br />
  32. 32. Smart Voucher<br />Demo<br />Only the Fields you Need!<br />
  33. 33. Business Process Improvement:Campus Solutions Enrollment<br />
  34. 34. Smart Enrollment<br />Demo<br />Business Requirements and Demo Scenario<br />Improve Business Process: Campus Solutions Enrollment<br />Simplify and Streamline critical self-service transactions: reduce number of pages and steps required for ADD, DROP and SWAP a class<br />Enhance standard business process to reduce data entry errors and improve usability<br />
  35. 35. Enhance PeopleSoft with Contemporary User Interface:Smart Purchase Order&Smart Lifecycle Viewer <br />
  36. 36. Smart Flex Purchase Order<br />Rich User Interface<br />Drag and Drop<br />Type Ahead<br />
  37. 37. Smart FlexLifecycle Viewer<br />Demo<br />See your Business Process in a Glance or In-Depth<br />
  38. 38. Summary<br />The problem of developing and maintaining customizations to tailor standard PeopleSoft business processes in order to meet YOUR requirements can be alleviated through pre-built solutions specifically designed to address these needs.<br />
  39. 39. Q & A<br />dan.w@smarterp.com<br />www.smarterp.com<br />

×