Automate THIS! Flexible Workflow Solutions for ANY Business Process

Transcription

1 Automate THIS! Flexible Workflow Solutions for ANY Business Process Alliance Conference March 19, 2013

2 We just need a simple electronic form unless the award amount is over $1,000.hmmm, but if the manager is out it needs to route to the delegate oh, and did we talk about nominating teams? of course, if it s over $5,000 All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they re nominating, why they re nominating them, and the amount they re nominating them for. and we just need to have their manager approve it oh, and I guess that all of them need to be reviewed by the divisional HR approver and we do need to make sure it s routing to the appropriate managers based on our organization and then if we could have it update the system on the backend and add the pay once it s been approved

3 Agenda 1. Welcome and Introductions Scott Antin, VP Business Development Paul Taylor, President and CEO 2. Automate THIS! Automating complex business processes 3. Demonstration Automated hiring process 4. Looking in the toolbox PS Forms and Approval Builder, Approval Framework, and GT eforms How do they compare? 5. Demonstration Automated eforms development 6. Q & A

4 So Automate THIS! Hire Process 1 6 Search for Hiring Candidate Update PeopleSoft 2 Validate Identity / Enter Personal Information 5 First Approver Form routes to designated First Approver approver(s) First Approver First Approver N Approver 3 4 Enter Job Information Upload Attachments / Add Comments

5 GT eforms Demonstration: Hire eform

6 Who is Gideon Taylor????????????

7 Gideon Taylor Consulting Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education and government organizations. GT s mission is to revolutionize business processes through the use of automation, integration and electronic forms technology. GT s vision is to help businesses create solutions that realize the full value of their ERP technology platform investments. Founded in 2001 by Paul Taylor, Original creator of GT eforms and epaf

8 Representative Clients

9 The Products We Bring GT eforms Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage: o Custom Self-Service Applications and Electronic Forms o Workflow, Notifications, Approvals and Electronic Signatures o Service-Oriented Architecture (SOA) Integrations epaf Suite of pre-developed eform templates for personnel actions, including: o Hires, rehires, transfers, additional jobs o Pay changes, promotions / demotions, reclassifications, FTE changes, funding changes, data changes, position changes o Terminations, retirement, leaves of absence GT OnBoarding Integrated, one-stop portal solution for new hire forms and orientation GT Expenses Integrated end-to-end expense solution from request to reimbursement o Travel request and advance approvals; Itemized claims for travel and non-travel expenses o Seamless integration with payroll and accounts payable for automated reimbursement GT Paperless I-9 with E-Verify Integration Reg-compliant, electronic employee eligibility verification o Pre-populates from HCM; electronic signatures; compliance edits o E-Verify case opens automatically; Fully-guided Tentative Non-Confirmation process GT eform Library Growing compendium of pre-developed eform Templates for HR, Financials, Supply Chain and Campus Solutions Community Solution Sharing Enterprise License Functionally Managed Products Experience Consulting Methods

10 GT eform Library for PeopleSoft Credit Card Reconciliation HCM GT epaf Additional Pay eform Thesis and Dissertation Release Option GT epost Journal Voucher GT etime Faculty Discipline Description GT Personnel efile GT Paperless I-9 Travel Fellowship Application Faculty Teaching Certification inancials/supply Chain Non-Tuition Fee Request eform Delegation eform Expense Approval Undergrad Academic Record Change Readmission Application GT E-Verify Integration Security eform Travel Fellowship Expense Report Leave Cash-Out eform GT OnBoarding Campus Solution Vendor Add/Update Course Add/Drop/Withdraw Graduate Status Change E-Degree Certification Description Overtime eform Merit eform Faculty Promotion/Tenure Expense Reimbursement Reports To eform Grade Change GT evoucher

11 GT eforms Key Advantages Bolt-on workflow framework and toolset for PeopleSoft Built 100% in PeopleTools Familiar toolset for your development team Native, real-time access to PeopleSoft data, including employee and financial data no external interfaces to maintain! Leverage existing PeopleSoft security Leverage existing valid values and system edits Use existing hardware and software architecture Integrated with delivered PeopleSoft workflow capabilities, including PeopleSoft user workflow profiles Easy query, reporting and analytic capabilities

12 A Unique Focus on Efficiency Innovative Discovery and Design Approach Simplify Remove unneeded elements, conditionally include elements Default and Automate default elements, automate user tasks Edit Leverage system edits, add custom edits Restrict Limit valid values Facilitate Guided user experience, faster loads/saves, workflow Community Solution Sharing Experience Enterprise License Consulting Methods Functionally Managed Products

13 Looking in the toolbox Let s look at three available options: 1) PeopleSoft Forms and Approval Builder 2) Approval Framework (AWE) 3) GT eforms

14 Criteria for comparison Simple How easy is it to develop, modify, and use? Complex How well does it handle complex business requirements (e.g. data edits/calculations, conditional approvals, branching)? Complete Does it provide an end-to-end solution (e.g. UI, workflow, integration, etc.)?

15 PeopleSoft Forms and Approval Builder What it is: Simple form design tool; completely functional creation Things to keep in mind: Unable to auto-populate existing data from PS or other sources Business rules limited to only enforcing which fields are mandatory Unable to incorporate grids or multiple rows Branching and conditional approvals are not supported Cannot add additional attachments once a form has been saved and exited Limited security options What is it best used for? Simple, unsecured business processes with little or no complexity, and linear approval requirements

16 Approval Framework (AWE) What it is: Full-featured, robust approval engine supporting branching and conditional approvals, with configuration-driven routing behavior Things to keep in mind: This is an approval engine ONLY no application included (you have to build the user pages and components yourself) Significant technical development and programming required to hook the approval engine into an application Very complicated configuration process What is it best used for? Workflow-enabling existing custom applications that require robust approval management

17 GT eforms What it is: Robust forms development framework, with fully-integrated approval engine that supports branching and conditional approvals, with configuration-driven routing behavior How it compares: Unlimited flexibility in designing and developing end-to-end custom self-service applications and eforms solutions Setup-table design to enable functional management and modification of business process logic, page design, approvals, routings, and notifications, with little or no technical development Intuitive page-flow design to easily guide users through process Rapid development environment for robust custom forms creation PeopleTools-based foundation for seamless bolt-on integration Service Oriented Architecture to easily extend to third-party applications and processes What is it best used for? Delivering complete automation for any business process regardless of complexity

18 How do they score? PS Forms and Approval Builder Approval Framework (AWE) Simple to develop Supports Complex requirements Provides Complete solution GT eforms

19 How do they score? PS Forms and Approval Builder Approval Framework (AWE) Simple to develop Supports Complex requirements Provides Complete solution GT eforms

20 What About Complex Workflow Applications? Full GT eforms Structure GT Workflow or AWE Delivered PeopleSoft User-Facing Application Integration Downstream Automations Reporting

21 GT Form Forge Demonstration

22 What About Complex Workflow Applications? GT eforms Solution Architecture eforms Layer Simplified, taskspecific eform pages Cumbersome delivered entry pages Workflow automatically moves eform from user to user Interface from eform Layer to ERP Layer ERP Layer (PeopleSoft)

23 eforms Layer can Present SOA Externally GT eforms SOA Architecture Any SOA-Based System Web Service Web Service eforms Layer Web Service Component Interface Interface from eform Layer to ERP Layer Delivered entry pages ERP Layer (PeopleSoft)

24 Reaping the Benefits Bottom-Line Impact! U Utah: 88% decrease in over/comp time first 6 months Better and faster results U Houston: Average process time from 15 days to 3 days Less human effort U Florida: 75% reduction in total human effort More replicable business processes U Florida: Error rate from 68% to 1%

25 Reaping the Benefits Easier to train users U Florida: Reduced PAF training from 8 hours to 1½ hours Easier to audit OUHSC: Internal auditors praised solution for ease of oversight Storage / retrieval / permanence U Utah: Eliminated vexing problem of HR forms lost in routing Green Savings Reduced paper / material / storage costs BYU: Went from seven huge paper filing systems to one

27 Questions?

28 Contact Information Paul Taylor President / CEO Offc: [email protected] Scott Antin VP Business Development Offc: Cell: [email protected]