Welcome & Introductions<br />Doris Wong<br />CEO, Smart ERP Solutions, Inc.<br />Former Oracle Group VP and GM for PeopleS...
Agenda<br />About Smart ERP Solutions, Inc.<br />Who We Are<br />Our Philosophy and Business Value<br />Tailoring PeopleSo...
About Smart ERP Solutions, Inc. <br />
Smart ERP Solutions, Inc.<br /><ul><li>Comprised of the best former developers, architects and executives from PeopleSoft/...
Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications
Strong best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services </li></ul>...
SmartERP: Our PhilosophySolutions<br />Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs<br />3C...
SmartERP: Our Solutions<br />
SmartERP: Our Business Value<br />SmartERP Solutions Offer Lower Costs Compared to Traditional Solutions<br />Designed and...
SmartERP Business ValueWhere Do Smart Solutions Fit in?<br />Are you implementing and considering customization to address...
Tailoring PeopleSoft with Smart Solutions<br />
Enhancing PeopleSoft with Smart SolutionsBusiness Requirements<br /><ul><li>Do you have a need to simplify the complexity ...
Do you have a need for a more contemporary, flexible and intuitive user interface?</li></ul>Self-Service transactions<br /...
Enhancing PeopleSoft with Smart Solutions<br />
Smart Vendor On-BoardingAdd a Vendor<br />
Vendor On-Boarding Add a Vendor - Standard Product<br />
Vendor On-Boarding Add a Vendor – Smart Business Process Mgmt with Smart Docs 2.0<br />Configurable<br /> Navigation<br />...
Vendor On-Boarding Add a Vendor – Save <br />
Vendor On-Boarding Add a Vendor - Copy<br />
Vendor On-Boarding Add a Vendor - Collaboration<br />
Vendor On-Boarding Add a Vendor - Attachments<br />
Vendor On-Boarding Add a Vendor – Printing<br />
Vendor On-Boarding Add a Vendor - Help<br />
Vendor On-Boarding Add a Vendor – Onto Step 3<br />
Smart Termination<br />
Manager Self-Service Termination Process – Standard Product<br />
Additional Termination Requirements<br />Display Multiple Job Records<br />Enter Detailed Reason for Termination<br />Atta...
Manager Self-Service Smart Termination Selection Criteria<br />
Manager Self-Service Smart Termination <br />Configurable Actions<br />
Manager Self-Service Smart Termination<br />
Manager Self-Service Smart Termination with Workflow Approval<br />
Manager Self-Service Smart Termination with Workflow Approval<br />
Smart Expense Report Entry<br />
Employee Self-Service Expense Report Entry – Standard Product<br />
Employee Self-Service Smart Expense Report Entry – Step 1<br />
Employee Self-Service Smart Expense Report Entry – Step 2<br />
Employee Self-Service Smart Expense Report Entry – Step 2<br />
Employee Self-Service Smart Expense Report Entry – Step 3<br />
Configuring with Smart Docs™ and SmartBusiness Process Management ™ An Architectural Review <br />
Configuration Not CustomizationSmart Docs and Smart Business Process Mgmt<br />Simplify Data Entry<br />Extend Functionali...
Smart Docs Overview<br />Higher-Ed<br />SmartDocs <br />Higher-Ed<br />SmartDocs <br />Smart Docs <br />Smart Docs Framewo...
Smart Termination Code Impact for Client’s Requirements<br />No Impact to Delivered PeopleSoft Objects !<br />
Tailoring PeopleSoft Without CustomizationsValue Statement<br />Enhancing PeopleSoft with Smart Solutions<br />Smart Docs ...
Upcoming Events<br />Link ’09 <br />Addison, Texas<br />November 17th – 19th <br />Alliance ‘10<br />San Antonio, Texas<br...
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Tailor PeopleSoft Business Processes to Fit Your Needs – Without Customizations!

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  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
  • This is a list of our upcoming events. Please visit our website for future Webinars and let us know if there is something of interest that you would like to see.Please contact us any time and we can set up a personalized demo just for your organitation.
  • Here is Doris and my contact information. Please feel free to contact me with any questions you have regarding today’s presentation or 1099’s in general. I have a lot of great documentation on 1099 processing in any release and I would be happy to send it to you upon request.
  • Tailor PeopleSoft Business Processes to Fit Your Needs – Without Customizations!

    1. 1. Welcome & 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 />
    2. 2. Agenda<br />About Smart ERP Solutions, Inc.<br />Who We Are<br />Our Philosophy and Business Value<br />Tailoring PeopleSoft with Smart Solutions<br />Vendor On-Boarding: Add a Vendor<br />HCM Manager Self-Service: Termination Process<br />Employee Self-Service: Smart Expense Report Entry<br />Configuring PeopleSoft with Smart Docs and Business Process Management<br />Architectural Review<br />Summary and Q & A<br />
    3. 3. About Smart ERP Solutions, Inc. <br />
    4. 4. Smart ERP Solutions, Inc.<br /><ul><li>Comprised of the best former developers, architects and executives from PeopleSoft/Oracle
    5. 5. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applications
    6. 6. Strong best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services </li></ul>www.smarterp.com<br />
    7. 7. SmartERP: Our PhilosophySolutions<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 />
    8. 8. SmartERP: Our Solutions<br />
    9. 9. SmartERP: Our Business Value<br />SmartERP Solutions Offer Lower Costs Compared to Traditional Solutions<br />Designed and Developed with Customer Requirements and Feedback<br />Configurable and Streamlined to Meet Your Specific Business Requirements<br />Quick and Short Implementation Times<br />Solves Business Needs on Your Current PeopleSoft Release<br />Applicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM, EPM<br />Proven and High-Quality Solutions and Services<br />
    10. 10. 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 />
    11. 11. Tailoring PeopleSoft with Smart Solutions<br />
    12. 12. Enhancing PeopleSoft with Smart SolutionsBusiness Requirements<br /><ul><li>Do you have a need to simplify the complexity of standard PeopleSoft transactions and business processes?</li></ul>Streamline data entry <br />Simplify and enter only those fields required for your business transactions<br />Tailor data entry to meet your business and/or industry requirements<br />Configure and manage business processes and transactions for your business, including step-by-step processing<br />Reduce paper and manual processes ! <br />Increase productivity and experience of your users - $$$<br /><ul><li>Do you have a need to add additional business logic or extend functionality but don’t want to customize?
    13. 13. Do you have a need for a more contemporary, flexible and intuitive user interface?</li></ul>Self-Service transactions<br />Business Process Management<br /><ul><li>Do you have a need to accomplish the above without increasing your total cost of ownership?</li></ul>Customizations, Maintenance, Upgrades<br />
    14. 14. Enhancing PeopleSoft with Smart Solutions<br />
    15. 15. Smart Vendor On-BoardingAdd a Vendor<br />
    16. 16. Vendor On-Boarding Add a Vendor - Standard Product<br />
    17. 17. Vendor On-Boarding Add a Vendor – Smart Business Process Mgmt with Smart Docs 2.0<br />Configurable<br /> Navigation<br />Configurable Actions<br />
    18. 18. Vendor On-Boarding Add a Vendor – Save <br />
    19. 19. Vendor On-Boarding Add a Vendor - Copy<br />
    20. 20. Vendor On-Boarding Add a Vendor - Collaboration<br />
    21. 21. Vendor On-Boarding Add a Vendor - Attachments<br />
    22. 22. Vendor On-Boarding Add a Vendor – Printing<br />
    23. 23. Vendor On-Boarding Add a Vendor - Help<br />
    24. 24. Vendor On-Boarding Add a Vendor – Onto Step 3<br />
    25. 25. Smart Termination<br />
    26. 26. Manager Self-Service Termination Process – Standard Product<br />
    27. 27. Additional Termination Requirements<br />Display Multiple Job Records<br />Enter Detailed Reason for Termination<br />Attach Resignation Letter<br />Enter Last Date Worked and Effective Date<br />Display Funding Sources<br />Process Vacation / Sick Payout<br />Submit for Workflow Approval with Tracking and History<br />Withdraw Termination if Submitted in Error<br />ACCOMPLISH ALL OF THIS WITHOUT MODIFYING EXISTING PEOPLESOFT OBJECTS!<br />
    28. 28. Manager Self-Service Smart Termination Selection Criteria<br />
    29. 29. Manager Self-Service Smart Termination <br />Configurable Actions<br />
    30. 30. Manager Self-Service Smart Termination<br />
    31. 31. Manager Self-Service Smart Termination with Workflow Approval<br />
    32. 32. Manager Self-Service Smart Termination with Workflow Approval<br />
    33. 33. Smart Expense Report Entry<br />
    34. 34. Employee Self-Service Expense Report Entry – Standard Product<br />
    35. 35. Employee Self-Service Smart Expense Report Entry – Step 1<br />
    36. 36. Employee Self-Service Smart Expense Report Entry – Step 2<br />
    37. 37. Employee Self-Service Smart Expense Report Entry – Step 2<br />
    38. 38. Employee Self-Service Smart Expense Report Entry – Step 3<br />
    39. 39. Configuring with Smart Docs™ and SmartBusiness Process Management ™ An Architectural Review <br />
    40. 40. Configuration Not CustomizationSmart Docs and Smart Business Process Mgmt<br />Simplify Data Entry<br />Extend Functionality to Meet Complex Requirements<br />Additional Business Rules to Meet Your Specific Needs<br />Uses CI to Retain Standard PeopleSoft Functionality<br />Populates Delivered PeopleSoft Tables<br />Seamlessly Integrates with Smart Workflow andother Smart Solutions<br />Smart Docs and Smart Business Process Management Solutions Designed to Increase Organizational Productivity and Efficiency yet Maintain a Lower Cost of Ownership in Regards to Maintenance and Upgrades <br />
    41. 41. Smart Docs Overview<br />Higher-Ed<br />SmartDocs <br />Higher-Ed<br />SmartDocs <br />Smart Docs <br />Smart Docs Framework<br />PeopleSoft / Flex <br />Smart Solutions<br />Security/Workflow/Smart Keys<br />PeopleSoft Delivered Business Logic<br />
    42. 42. Smart Termination Code Impact for Client’s Requirements<br />No Impact to Delivered PeopleSoft Objects !<br />
    43. 43. Tailoring PeopleSoft Without CustomizationsValue Statement<br />Enhancing PeopleSoft with Smart Solutions<br />Smart Docs 1.0 and 2.0<br />Smart Workflow<br />Smart Business Process Management<br />Easily Configure PeopleSoft Applications to Meet Your Business Requirements<br />Implement Common and Consistent Capabilities Anywhere and Everywhere<br />Workflow, Attachments, Comments, Printing, Help, etc.<br />HCM, Financials, Procurement, Supply Chain, CRM<br />Complete Projects Better, Faster and Cheaper !<br />Lower Total Cost of Ownership<br />Utilize Best Practice Methodology<br />Maintenance and Upgrades<br />
    44. 44. Upcoming Events<br />Link ’09 <br />Addison, Texas<br />November 17th – 19th <br />Alliance ‘10<br />San Antonio, Texas<br />February 28th - March 3rd<br />SmartERP Webinar Series<br />Personal Demo with Your Organization<br />Any Time you Want!<br />
    45. 45. Contact Information<br />Doris Wong<br />CEO<br />doris.w@smarterp.com<br />925-699-0832<br />Dan White<br />Vice President, Product Strategy<br />dan.w@smarterp.com<br />925-693-8707<br />
    46. 46. 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 />
    47. 47. For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.<br />

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