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

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 • Supplier Diversity Reporting• 1099 Enhancements including Procurement Card reporting

Welcome

Introductions

Dan WhiteVP, Product Strategy, Smart ERP Solutions, Inc.Former Oracle/PeopleSoft Principal Functional Analyst11 Years Experience with PeopleSoftdan.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.

Agenda The Problem The Approach The Solution: Configurable User Interface, with

Robust Workflow and Security (including demo)– Simplification: Grants Proposals– Extend Functionality: Budget Transfers– Seamless Integration: Vouchers– Business Process Improvement: Campus Solutions Enrollment– Contemporary User Interface: Purchase Order

Q & A

The Problem

The Problem• Standard PeopleSoft pages and business processes are designed

to meet the needs of many industries and verticals.

• 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.

The Problem (continued)Other Common Needs:• To Simplify the complexity of standard PeopleSoft transactions

• Streamline data entry • Simplify and enter only those fields required for your business transactions• Tailor data entry to meet your higher education institution’s requirements• Increase productivity of your users

• Enhanced Row Level Security• Cross-module Workflow• To Add some additional business logic or functionality but don’t

want to customize• Higher education-unique requirements

• A more Contemporary, Flexible and Intuitive User Interface• Self-Service transactions for casual users or those unfamiliar with PeopleSoft• Business Process Improvement

The need to accomplish the above without increasing your total cost of ownership

- Customizations, Maintenance, Upgrades

The Approach

The ApproachAs 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

The Solutions

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

Smart Solutions OverviewBusiness Requirements Smart SolutionsRow level security on any data that requires limited or authorized access

Smart Security

Robust workflow approval capabilities across any documents across your Enterprise

Smart Workflow

Quick ChartField data entry to increase user productivity and data accuracy

Smart Keys

Streamlined and easy-to-use data entry pages configured to meet your specific business process requirements, incl. industry reqmts

Smart Docs

Enhanced user interface for self-service transactions Smart Flex UI

One-stop visibility into the full business process lifecycle of a transaction

Smart Lifecycle Viewer

Addressing additional compliance requirements not in standard PeopleSoft

Smart Compliance

Manageable solutions for complex integration needs Smart Integration Pack

Other Common, Critical and Complementary business requirements Tell us, we’ll build it!

Configurable User Interface Smart Solutions

PeopleSoft Delivered Business Logic

Other Smart SolutionsSecurity/Workflow/Smart Keys

Higher-EdSmartDocs

Smart Doc Framework(PeopleSoft UI or Flex)

Higher-EdSmartDocs Smart Docs

Smart Solutions Overview

Simplification: Smart Grants Proposal

Simplification: Grants Proposal• How many pages, fields and clicks do we really need?

Demo

Extend Functionality:Smart Budget Transfer

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

Smart Budget Transfer• Extend PeopleSoft Functionality

– Automatically Calculate Fringe– Different Behavior Based on Role

Demo

Seamless Integration:Smart Voucher

Featuring Smart Workflow, Smart Security and Smart Keys

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

Smart Voucher• Only the Fields you Need!

Demo

Business Process Improvement:Campus Solutions Enrollment

Smart Enrollment• 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

Demo

Enhance PeopleSoft with Contemporary User Interface:

Smart Purchase Order&

Smart Lifecycle Viewer

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

Smart Flex Lifecycle Viewer• See your Business Process in a Glance or In-Depth

Demo

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.

Q & A

dan.w@smarterp.com

www.smarterp.com