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.

Workflow and Row-Level Security Solutions for PeopleSoft

3,496 views

Published on

Smart Workflow for PeopleSoft from Smart ERP Solutions provides robust cross module workflow well beyond delivered PeopleSoft capabilities. Features include common in-box, attachments, ad-hoc approvers, approvals by email and smart phone (iPhone, Blackberry) and more.

Published in: Technology
  • DOWNLOAD THAT BOOKS INTO AVAILABLE FORMAT (2019 Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download Full EPUB Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download Full doc Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download PDF EBOOK here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download EPUB Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... Download doc Ebook here { http://bit.ly/2m6jJ5M } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book that can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer that is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBooks .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story That Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths that Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • The #1 Woodworking Resource With Over 16,000 Plans, Download 50 FREE Plans... ▲▲▲ http://tinyurl.com/y3hc8gpw
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Get access to 16,000 woodworking plans, Download 50 FREE Plans... ■■■ http://ishbv.com/tedsplans/pdf
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

Workflow and Row-Level Security Solutions for PeopleSoft

  1. 1. Workflow and Row Level Security Solutions for PeopleSoft<br />Doris Wong, CEO<br />Dan White, VP of Product Strategy<br />March 4, 2009<br />Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToMeeting QUESTION feature to ask questions.<br />
  2. 2. Welcome<br />SmartERP’s Webinar Series<br /><ul><li>March 4 : Workflow and Row Level Security Solutions for PeopleSoft
  3. 3. Upcoming Topics </li></ul>Streamlining Your User Interface for PeopleSoft Business Transactions with Smart Docs<br />Time is Money! Increase PeopleSoft User Productivity with Smart Keys<br />For your convenience, replay of this webinar will be available after the presentation. Instructions to access the recorded webinars will be emailed to all registrants.<br />
  4. 4. Introductions<br />Doris Wong<br />CEO, Smart ERP Solutions, Inc<br />Former Oracle Group VP and GM for PeopleSoft Enterprise<br />13 Years Experience with PeopleSoft<br />Dan White<br />VP, Product Strategy, Smart ERP Solutions, Inc<br />Former Oracle/PeopleSoft Principal Functional Architect<br />11 Years Experience with PeopleSoft<br />
  5. 5. Agenda<br />Smart ERP Solutions, Inc<br />Who We Are<br />Our Philosophy<br />Business Value<br />Smart Solutions to Meet Your Business Needs<br />Smart Workflow<br />Smart Security<br />Q & A<br />
  6. 6. About Smart ERP Solutions, Inc <br />
  7. 7. Smart ERP Solutions, Inc.<br /><ul><li>Comprised of the best former developers, architects and executives from PeopleSoft/Oracle
  8. 8. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications</li></ul>www.smarterp.com<br />
  9. 9. SmartERP: Our Philosophy<br />Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs<br />3Cs : Common, Critical, Complementary<br />Repeatable, 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 />
  10. 10. SmartERP: Our Business Value<br />SmartERP Solutions vs.Traditional Solutions<br />Designed and Developed with Customer Requirements and Feedback<br />Configurable to Meet Your Specific Business Requirements<br />Quick and Short Implementation Times<br />Solves Business Needs on Your Current PeopleSoft Release<br />Proven and High-Quality Solutions<br />
  11. 11. SmartERP: Our Solutions<br />
  12. 12. SmartERP Business ValueWhere Do Smart Solutions Fit in?<br />Are you implementing and considering customization to address specific requirements?<br />Have you already built your own customizations and found it’s too costly to continue to support for maintenance and upgrades?<br />Are you in production and discovered you have a need for additional requirements?<br />
  13. 13. SmartERP Business ValueCase Study: Workflow ROI Review<br />Business Requirements <br />Workflow Approval Capability required on Requisitions, Expense Reports, Travel Authorizations, Cash Advances, Budget Journals and Journals <br />Approver and routing rules are dependent on accounts, projects, departments, and amount value<br />Status<br />Functionality Not Available in Standard PeopleSoft 8.9<br />Implementation & Need a Go-Live Solution Immediately <br />Options Evaluated<br /><ul><li>Customization by External Consultants and/or Internal IT
  14. 14. Implement Smart Workflow Solution from SmartERP.</li></ul>SmartERP Benefits<br /><ul><li>80% Cost Savings
  15. 15. 12-Weeks Implementation
  16. 16. Pre-packaged Solution and Configured to Meet Specific Routing and Rules
  17. 17. Add-on Solution Minimized Maintenance and Upgrade Impact
  18. 18. More robust capabilities and can easily extend to any other documents</li></li></ul><li>SmartERP Business ValueCase Study: Security ROI Review<br />Business Requirements <br />Allow Dept. Managers and Project Owners to Review, Transact, and Manage their Actual and Budget Ledgers<br />Allocation Amounts for Depts. and Projects are Sensitive Data<br />Volume: Over 800 budget transfers monthly<br />Status<br />Functionality Not Available in Standard PeopleSoft 8.9<br />Implementation & Need a Go-Live Solution Immediately <br />Options Evaluated<br /><ul><li>Customization Requirement by External Consultants and/or Internal IT
  19. 19. Implement Smart Security Solution from SmartERP</li></ul>SmartERP Benefits<br /><ul><li>75% Cost Savings
  20. 20. 12 weeks implementation
  21. 21. Prepackaged and configured solution to meet specific needs
  22. 22. Add-on solution minimized maintenance and upgrade impact
  23. 23. More robust and flexible functionality allowing security configuration by function, roles, and user-defined criteria</li></li></ul><li>Smart Workflow <br />
  24. 24. Standard PeopleSoft Workflow Does It Meet Your Needs?<br />Virtual Approver <br /><ul><li>Business Process Events Require PeopleCode Changes
  25. 25. Does Not Support Line level Approval
  26. 26. No Ad-hoc Approvers
  27. 27. Difficult to Maintain and Integrate</li></ul>e-Pro Workflow (AWE - Tools Workflow for 9.0) <br /><ul><li>Difficult to Configure Rules
  28. 28. Rule Criteria Does Not Support Trees
  29. 29. Approver Maintenance is Difficult and Not Centralized
  30. 30. Only ePro Reqs and Expenses are Delivered</li></li></ul><li>Smart Workflow EnhancementsCommon Capabilities for your Enterprise<br /><ul><li>User Defined Routing Rules</li></ul>Wizard Based<br />Route by any Field Value (Amounts, Chartfields, etc.)<br />Route by Tree Nodes<br /><ul><li>Common Approver/Reviewer Setup</li></ul>Approvers and Reviewers Setup in Same Fashion<br />Assign by any Field Value<br />Assign by Tree Nodes<br /><ul><li>Common Inbox for ALL Processes</li></ul>Configurable Searches – NO Worklist<br />Mass Approval Capability<br />All Information Needed for Approval in One Place<br />
  31. 31. Smart Workflow EnhancementsCommon Capabilities for your Enterprise<br /><ul><li>Manual or Automatic Submission</li></ul>Preview Capability<br />Ability to Enter Ad-hoc even Prior to First Step<br /><ul><li>Rerouting Template</li></ul>Choose Data Elements that Require Rerouting for Workflow<br />Allow Approver to Change Certain Values Without Rerouting<br />Defer Combo Edits Until Desired Approval Step<br /><ul><li>Optional Steps</li></ul>Automatically Skip Step if no Approvers Found<br />Will Not Route to Admin<br />
  32. 32. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Financials</li></ul>Journals, Requisitions, Purchase Orders, Vouchers, Grant Proposals, Deposit Transmittals, Budget Transfers…<br /><ul><li>HCM</li></ul>Job Offer, Promotions, Salary Changes, Transfers, Appraisals, Overtime, Training…<br /><ul><li>Campus Solutions</li></ul>Student Refunds, Financial Aid…<br />
  33. 33. Smart WorkflowCommon Capabilities for your Enterprise<br />Configure to Work With Any<br />PeopleSoft Document throughout your Enterprise including Custom Documents Specific to Your Organization!<br />Imagine the Possibilities….<br />
  34. 34. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Rich Graphic Representation
  35. 35. Ad Hoc Reviewers and Approvers
  36. 36. Attachments Flow with Document
  37. 37. Standard Comments</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>User Friendly Wizard to Set Up Routing Rules</li></ul>With the SmartERP Wizard!<br />Replace This…..<br />
  38. 38. Smart WorkflowCommon Capabilities for your Enterprise<br />
  39. 39. Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Notifications for any Event
  40. 40. Uses Standard Notification Templates</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Re-order Steps</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Save!</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Business Owners Can Maintain Approvers
  41. 41. Route by Tree Nodes, Values or Ranges
  42. 42. Attach Electronic Signatures for Printing</li></li></ul><li>Smart WorkflowCommon Capabilities for your Enterprise<br /><ul><li>Demo Scenario
  43. 43. Enter Purchase Order
  44. 44. Remember, this can be any Document!
  45. 45. Submit Purchase Order for Workflow
  46. 46. Can be automated if desired
  47. 47. 3 Levels of Approval
  48. 48. Sign in as Approver
  49. 49. Add Comments
  50. 50. Attach a Document
  51. 51. Approve</li></li></ul><li>Smart Security <br />
  52. 52. PeopleSoft Row Level SecurityDoes It Meet Your Needs?<br />Standard Features<br />Security Available on Prompts <br />Can Be Applied to Business Unit, SetID, Ledger, Book, Pay Cycle, Project<br />Defined System-Wide <br />Shortcomings<br />No ChartField Security<br />No Search Security<br />No Inquiry Security<br />Cannot extend to PeopleSoft Queries<br />No Business Intelligence Integration<br />
  53. 53. Smart Security<br />Flexible and Configurable Security for ANY Field on ANY Page<br />Security for SEARCHES and INQUIRIES as well as PROMPTS<br />Apply to Query Access Groups<br />APIs Extend the Security to Reporting Solutions (Cognos, OBIEE)<br />Business Owners Can Control Security without IT Intervention<br />Context Security Allows Different Settings for the Same User on Different Components<br />Administrator Can Easily Apply/Undo Security Changes<br />Automated Processes for Populating Security Values<br />Complete Audit Reporting<br />
  54. 54. Smart Security<br />Context Security Means That One User Can Have Different Security Settings on Different PeopleSoft Components.<br />Use Tree Nodes<br />Use Ranges<br />
  55. 55. Smart Security<br />Demo Scenario<br />Show Security Setup for VP1 in the AP Context<br />Secured by Department and Operating Unit<br />Search for Vouchers on Voucher Entry Component<br />Only Vouchers with the secured values are returned<br />Search for Vouchers on Voucher Inquiry Component<br />The same secured values are returned<br />Run Query on Voucher Record<br />Again, the same secured values are returned<br />Enter Voucher Component<br />Show that only secured values are available in the Prompts<br />
  56. 56. Upcoming Events<br />Alliance ‘09 Conference<br />Anaheim, CA, Booth #700<br />March 22nd – 25th<br />Interact ’09 Conference<br />Scottsdale, AZ, Booth #107<br />June 7th – 10th<br />SmartERP Webinar Series<br />Personal Demo with Your Organization<br />Any Time you Want!<br />
  57. 57. Contact Information<br />Doris Wong<br />CEO<br />doris.w@smarterp.com<br />Dan White<br />Vice President Product Strategy <br />dan.w@smarterp.com<br />
  58. 58. Q & A <br />To ask a question please use the GoToMeeting QUESTION feature (please note all phone lines and computer microphones have been placed on mute). <br />If we can’t get to your question live we will respond to you directly via email after the webinar.<br />For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.<br />

×