1. HEUG.Online Webinar Series: Configurable PeopleSoft User Interface, with Robust Workflow and Security Dan White, VP Product Strategy, Smart ERP Solutions, Inc. Aug 5, 2009

3. Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions

4. SmartERP Webinars

5. Previous SmartERP Webinars

6. March 4 : Workflow and Row Level Security Solutions for PeopleSoft

7. April 29 : Configurable PeopleSoft User Interface, with Robust Workflow and Security Solutions

8. May 27 : Enhance Your Grants! Simplified Proposal Entry with Robust Routing

9. July 8: Easy ChartField Entry with Smart Keys

10. Upcoming Webinar Topics Supplier Diversity Reporting 1099 Enhancements including Procurement Card reporting

11. Introductions Dan White VP, Product Strategy, Smart ERP Solutions, Inc. Former Oracle/PeopleSoft Principal Functional Analyst 11 Years Experience with PeopleSoft dan.w@smarterp.com, www.smarterp.com 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.

13. The Approach

17. Cross-module Workflow

19. The Approach

20. The Approach As an alternative to customizing, develop solutions meeting these criteria: 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

21. The Solutions

22. The Solutions Solutions Overview HEUG Client demo scenarios (Wesleyan University, Emory University, and others): Simplification: Grants Proposal Extend Functionality: Budget Transfers Seamless Integration: Vouchers with enhanced Workflow approvals and Row Level Security Business Process Improvement: Campus Solutions Enrollment Contemporary User Interface (Flex): Purchase Order

23. Smart Solutions Overview Configurable User Interface Smart Solutions

24. Smart Solutions Overview Higher-Ed SmartDocs Higher-Ed SmartDocs Smart Docs Smart Doc Framework (PeopleSoft UI or Flex) Other Smart Solutions Security/Workflow/Smart Keys PeopleSoft Delivered Business Logic

25. Simplification: Smart Grants Proposal

27. Extend Functionality:Smart Budget Transfer

28. Smart Budget Transfer Business Requirements All Users Default to Current Fiscal Year and not Editable Once Submitted for Workflow the State is ‘Submitted’ and all fields are grayed out Display Existing Budget for each Budget Line Department Users - User / Role SMARTERP1 Label will be Department Users Cannot Transfer to/from Salary Accounts Fiscal Managers - User / Role SMARTERP2 Label will be Fiscal Managers Able to Transfer to/from Limited Salary Accounts Need to be able to Auto-Calculate and create Fringe Budgets

29. Smart Budget Transfer Demo Extend PeopleSoft Functionality Automatically Calculate Fringe Different Behavior Based on Role

30. Seamless Integration:Smart VoucherFeaturing Smart Workflow, Smart Security and Smart Keys

31. Smart Voucher Business Case and Demo Scenario Smart Security for User VP1 Department and Smart Keys Smart Workflow Routed to 3 steps based on Department and Amount Enter Voucher Only Secured Smart Keys and Smart Keys with Secured Departments are available Save Voucher and Submit for Workflow State of ‘Submitted for Approval’ grays out Voucher Voucher is routed for Approval based on Chartfields and Amount

32. Smart Voucher Demo Only the Fields you Need!

33. Business Process Improvement:Campus Solutions Enrollment

34. Smart Enrollment Demo Business Requirements and Demo Scenario Improve Business Process: Campus Solutions Enrollment Simplify and Streamline critical self-service transactions: reduce number of pages and steps required for ADD, DROP and SWAP a class Enhance standard business process to reduce data entry errors and improve usability

35. Enhance PeopleSoft with Contemporary User Interface:Smart Purchase Order&Smart Lifecycle Viewer

36. Smart Flex Purchase Order Rich User Interface Drag and Drop Type Ahead

37. Smart FlexLifecycle Viewer Demo See your Business Process in a Glance or In-Depth

38. Summary 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.

39. Q & A dan.w@smarterp.com www.smarterp.com