Streamlining and Simplifying PeopleSoft
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This document summarizes a presentation about streamlining and simplifying PeopleSoft applications. It introduces the presenters from SmartERP and their experience with PeopleSoft. The agenda covers PeopleSoft challenges, and examples of automating, streamlining and simplifying common transactions like purchase orders, expenses and personnel actions. Case studies are presented from customers who implemented SmartERP solutions for specific PeopleSoft modules. The presentation aims to demonstrate how SmartERP can help organizations address common pain points and simplify PeopleSoft transactions.
Streamlining and Simplifying PeopleSoft
- 1. Streamlining and Simplifying PeopleSoft Case Studies Session #30778 March 20, 2012
- 2. Presenters • Doris Wong, Chief Executive Officer – Former Group VP and General Manager for Oracle’s PeopleSoft product line – 25+ years technical, product development & business experience in software industry – 17 years PeopleSoft veteran • Dan White , VP of Product Strategy – Former Oracle/PeopleSoft Functional Architect – 14 years working with PeopleSoft • Ramesh Panchagnula, President/Co-Founder – Former Oracle/PeopleSoft Functional Architect – 14+ years working with PeopleSoft
- 3. Agenda/Contents • About SmartERP • What are your PeopleSoft Challenges? • Streamlining and Simplifying PeopleSoft Use Cases – Purchase Orders – AP Vouchers – Expenses – Grants – Personnel Action Form (if time permits) • Q&A
- 4. About SmartERP • Oracle partner and provider of pre-packaged, release- independent PeopleSoft solutions and services: – Extend PeopleSoft functionality and improve ROI – Highly configurable – tailored to YOUR business requirements – Architected and designed as “add-on” solutions – Minimal upgrade impact – No customizations – Leverage existing PeopleSoft features – Seamless integration with PeopleSoft applications – Lower total cost of ownership • Rapid implementation & deployment • Deep PeopleSoft product knowledge and experience
- 5. Are You Still Challenged By… Manual Steps Manual Paper Forms and Workflow Processes Approval Lack of Intuitive Complex Redundant Data User Interface Transactions Entry Lack of End-User eSignature Too Many Fields, Productivity Capability Tabs, Pages
- 6. Automate Streamline Simplify Business Processes
- 7. Automate, Streamline, Simplify for PeopleSoft
- 8. End User Productivity for Any Transaction with ERP Gadget™ • Easily add convenient features to PeopleSoft—any application, module or version (8.x and beyond) • Deploy anywhere within a PeopleSoft application • Configure to meet your specific needs No Customization Required ! !
- 9. Simplify & Streamline PeopleSoft Transactions X Too Complex, Not Intuitive
- 10. Simplify & Streamline the Purchase Order
- 11. Simplify & Streamline the Purchase Order
- 12. Enhanced Workflow Approval Common Consistent Configurable approval look and feel approval inbox framework across PS apps Ability to Support for support Approver and parallel and approval Setup Wizards sequential thresholds routing Graphical eSignature Delivered status display Capability Reports
- 14. Case Study: State of Delaware Upgrading from PeopleSoft 8.9 to 9.1 PeopleTools 8.51 Financials & HCM
- 15. Simplify & Streamline the Purchase Order
- 16. Simplify & Streamline the Purchase Order
- 17. Simplify & Streamline the AP Voucher
- 18. Simplify & Streamline the AP Voucher
- 19. Challenges • Major Challenges: Both PO and Voucher • Commitment Control Errors • Matching with Amount Only • Navigating through the many pages • Lines vs. Distributions
- 20. The Solution • For Both PO and Voucher • Created single page entry with unneeded fields removed • Moved commonly used fields from secondary pages • Disallowed certain changes to vouchers copied from PO’s • Added Save as Draft, Template and Attachments
- 21. Expected Results • Reduce Matching and Commitment Control Issues • Minimize Data Entry Errors Streamline • Create Better User Experience • Accomplished Above With No Customizations to Delivered code Simplify
- 22. SmartERP VideosSolution VideosSmart PO DelawareHEUG PO Demo.mp4 SmartERP VideosSolution VideosSmart Voucher DelawareHEUG Voucher Demo.mp4
- 23. Case Study: Cincinnati Children’s Hospital Medical Center PeopleSoft 9.1 Financials & Grants Implementing Expenses
- 24. Challenges • CCHMC needs to replace the current paper function of Travel Authorizations in order to enforce travel policies and ensure appropriate approvals. • Additionally, the Travel Authorization process will allow Grants to encumber expense at the time of Travel Authorization approval giving a better representation committed expenses.
- 25. The Results • Simplified UI to support quick data entry from decentralized users • Use of Expense Types will allow CCHMC to gather details on travel related expenses to determine spend details and Automate opportunities for savings • Per Diems for items such as meals can be standardized and eliminates human error • Streamlined Actions through ERP Gadget – Save, Save as Draft, Save as Template, Copy from previous TA, Load from Draft, Streamline Copy from Template, Print, Attach, Collaborate, Cancel, Settings.
- 26. SmartERP VideosSolution VideosTravel AuthorizationTravelAuthorizationEntry.mp4 SmartERP VideosSolution VideosER EntryEREntry.mp4
- 27. Case Study: Emory University & Florida International University PeopleSoft 9.0 Financials & Grants
- 28. Challenges • Navigation of Grants Pre-Award process too complex and not simple • Require additional Grants business logic/functionality, but do not want to customize. • Need a more contemporary, flexible and intuitive user interface for the PIs
- 29. The Solution • Simplified UI • Certification vs. Approval • Multiple Projects per Proposal • Complex Routing based on Answers to Questions • Routing based on job record from the HR database • Manipulation of Save and Route button based on certain criteria 29
- 31. Case Study: Solano County PeopleSoft HCM 8.8 PeopleTools 8.49 Personnel Actions
- 32. The Goal Improve HR Processes by replacing paper- based personnel actions forms with automated online processes • Replace manually intensive & costly paper-based personnel action forms with automated, streamlined online processes • Eliminate redundant data entry and improve data accuracy • Improve effectiveness and reduce cycle times
- 33. Challenges • Business rules and processes differed across departments • Decentralized Departments Across County • Required seamless integration to PeopleSoft eliminated ability to use generic forms solutions • Tight budget constraints
- 34. “. . . countywide, departments and HR process approximately 5,400 PAF per year. . . Staff estimates a 300% ROI for this project in its first full year.” Solano County Department of HR Recommendation to Board of Supervisors
- 35. The Results • End to end HR processes automated and streamlined Automate • Automated approvals and seamless updating of PeopleSoft Job data • Enhanced visibility and accountability of transactions • Improved effectiveness Streamline • Dramatically reduced cycle times Simplify
- 37. Questions?
- 38. Additional Information Live Demos • Exhibit Hall – Booth #618 Contact Us: • Doris Wong, CEO – [email protected]
- 39. This presentation and all Alliance 2012 presentations are available for download from the Conference site at www. heug.org www.psugonline.org www.federalusersnetwork.com Presentations from previous meetings are also available