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.
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
Workflow and Row-Level Security Solutions for PeopleSoft
1. Workflow and Row Level Security Solutions for PeopleSoft Doris Wong, CEO Dan White, VP of Product Strategy March 4, 2009 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.
2.
3. Upcoming Topics Streamlining Your User Interface for PeopleSoft Business Transactions with Smart Docs Time is Money! Increase PeopleSoft User Productivity with Smart Keys 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.
4. Introductions Doris Wong CEO, Smart ERP Solutions, Inc Former Oracle Group VP and GM for PeopleSoft Enterprise 13 Years Experience with PeopleSoft Dan White VP, Product Strategy, Smart ERP Solutions, Inc Former Oracle/PeopleSoft Principal Functional Architect 11 Years Experience with PeopleSoft
5. Agenda Smart ERP Solutions, Inc Who We Are Our Philosophy Business Value Smart Solutions to Meet Your Business Needs Smart Workflow Smart Security Q & A
9. SmartERP: Our Philosophy Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs 3Cs : Common, Critical, Complementary Repeatable, 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
10. SmartERP: Our Business Value SmartERP Solutions vs.Traditional Solutions Designed and Developed with Customer Requirements and Feedback Configurable to Meet Your Specific Business Requirements Quick and Short Implementation Times Solves Business Needs on Your Current PeopleSoft Release Proven and High-Quality Solutions
12. SmartERP Business ValueWhere Do Smart Solutions Fit in? Are you implementing and considering customization to address specific requirements? Have you already built your own customizations and found it’s too costly to continue to support for maintenance and upgrades? Are you in production and discovered you have a need for additional requirements?
33. Smart WorkflowCommon Capabilities for your Enterprise Configure to Work With Any PeopleSoft Document throughout your Enterprise including Custom Documents Specific to Your Organization! Imagine the Possibilities….
52. PeopleSoft Row Level SecurityDoes It Meet Your Needs? Standard Features Security Available on Prompts Can Be Applied to Business Unit, SetID, Ledger, Book, Pay Cycle, Project Defined System-Wide Shortcomings No ChartField Security No Search Security No Inquiry Security Cannot extend to PeopleSoft Queries No Business Intelligence Integration
53. Smart Security Flexible and Configurable Security for ANY Field on ANY Page Security for SEARCHES and INQUIRIES as well as PROMPTS Apply to Query Access Groups APIs Extend the Security to Reporting Solutions (Cognos, OBIEE) Business Owners Can Control Security without IT Intervention Context Security Allows Different Settings for the Same User on Different Components Administrator Can Easily Apply/Undo Security Changes Automated Processes for Populating Security Values Complete Audit Reporting
54. Smart Security Context Security Means That One User Can Have Different Security Settings on Different PeopleSoft Components. Use Tree Nodes Use Ranges
55. Smart Security Demo Scenario Show Security Setup for VP1 in the AP Context Secured by Department and Operating Unit Search for Vouchers on Voucher Entry Component Only Vouchers with the secured values are returned Search for Vouchers on Voucher Inquiry Component The same secured values are returned Run Query on Voucher Record Again, the same secured values are returned Enter Voucher Component Show that only secured values are available in the Prompts
56. Upcoming Events Alliance ‘09 Conference Anaheim, CA, Booth #700 March 22nd – 25th Interact ’09 Conference Scottsdale, AZ, Booth #107 June 7th – 10th SmartERP Webinar Series Personal Demo with Your Organization Any Time you Want!
57. Contact Information Doris Wong CEO doris.w@smarterp.com Dan White Vice President Product Strategy dan.w@smarterp.com
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
Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
Workflow at NU Expense Reports – workflow based on account, dept and projectsRequisition: workflow based on Origin, account , projects, and deptCash Advances – workflow based on account, projects and deptBudget Journals – workflow based on accounts, and deptJournals – WorkFlow based on source, account, and deptTravel Authorizations – workflow based on account, projects and dept All the rules are “Amount” based. Cost of building this customization: Consulting companies: SmartERP – 450kCeder – 240K (2 resources, 5 months, rate $150/hour)Internal – 240 K (3 resources for 5 months, internal cost $100/hour) Total cost: $930 KCustomer: $930KSmartERP Solution for 6 documents – Q1 2009 pricing with all support: $190K
NWThey had to turn on security for their actuals ledgers and budget ledgers and all other commitment control inquiry pages. They consider amounts allocated for various department/projects/programs are very sensitive. They have so many Budget Transfer pages developed, which are owned by many decentralized people and they need to know the budget available in one budget to transfer funds from. Without giving Commitment Control inquiry pages to those decentralized users, central department will be inundated with calls. They had roughly 800 budget transfers in one month. That is reducing 800 internal cases. They wanted to make sure Deparmtent Managers know what is their available spend, similarly, all project owners and program owners too.PO & Req Documents only800K for 2 doc