Extending PeopleSoft 9.2 WorkCenters to Your Supplier Partners

Transcription

1 Extending PeopleSoft 9.2 WorkCenters to Your Supplier Partners Session ID: Prepared by: Randall Johnson Managing Director SpearMC

2 Welcome and Please: Silence Audible Devices Note Fire Exits Partake of Refreshments Note Quest Staffers (green shirts) Complete Feedback Form Ask Questions

3 Agenda About Us New to WorkCenters.what are they? Demo of Common WorkCenter Features Supplier Relationship Management Realities Supplier WorkCenter - Demo WorkCenter Best Practices - Case Study with Westar Energy

4 About SpearMC

5 Your Presenter Randall Johnson Managing Director 866-SPEARMC x812 Over 20 years consulting experience focused predominantly in PeopleSoft implementations and upgrades covering all stages of the Project Life Cycle. System Business Process Analysis, Requirements Study, Fit-Gap Analysis, High Level Design, ChartField and Codeblock Design, Application Development, Testing, Configuration, Training, Deployment and Post- Implementation Support

6 About SpearMC Founded in 2004, SpearMC is a technology and professional services firm specializing in PeopleSoft Financials and Supply Chain Management PeopleSoft Human Capital Management and Payroll ERP Architecture and Application Development Project and Program Management (PMO) Change Management ERP Training Mobile Technology Maximo Enterprise Asset Oracle Business Intelligence

7 About SpearMC Regional offices in Chicago, Denver, Houston, Seattle and San Francisco We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve. Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum. 7

8 About SpearMC A decade of sustained and focused growth.

9 Recent Utility/Energy Experience

10 About SpearMC Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.

11 About SpearMC Industry focus areas include: Energy Transportation Healthcare/Biotech Government Media/Technology Consumer Products Financial Services Higher Education

12 About SpearMC Oracle Gold Partner Since 2008 PeopleSoft Specialization Applications Reseller Hardware Reseller IBM Advance Business Partner

13 What are WorkCenters?

14 What are WorkCenters? WorkCenters are new PeopleSoft PeopleTools 8.54 functionality which enable users to quickly navigate to commonly used PeopleSoft Pages from a central dashboard WC s Provide visibility to a users Worklist and show business critical alerts which users should monitor and take immediate action There are delivered WorkCenters based on organizational Job Roles. Assets PO/Buyer Expenses Accounts Payable Contracts Staffing AR Treasury General Ledger Billing Contract / Sourcing Grants Projects Maintenance Management Inventory

15 What are WorkCenters? WorkCenter Benefits o o o o Allow For Faster system navigation and access to important data Provide a Central Dashboard for role based KPIs and Data Provide real-time alerts & notifications of business events Can be Configured and Administered by End Users

16 WorkCenter Demo Demo Common features o Navigation Panel, Dashboard o Dashboard (Work Content Area) Navigate to Pages Customize with User identified Pagelets Navigation Collection, Query Grid, Pivot Grid Built Using PeopleTools - Configuration Based on Queries o Navigation Pagelets Delivered on left Panel Links, My Work, My Reports/Processes, Queries Configurable by WorkCenter Admin and certain level of user security (show/hide) Security inherited from PS Security Configuration Show adding a Link My Work Show Delivered Alerts PeopleCode Configured using Notification Framework (Show Notification Framework exp.) Worklist Items

17 Realities of Supplier Relationship Management

18 SRM Realities Supplier Relationship Management is: o Strategically planning for, and managing, all interactions with organizations that supply goods and/or services. o SRM entails creating closer, more collaborative relationships with key suppliers in order to uncover and realize new value and reduce risk of failure. o Typically involves developing better tools and methods for communicating o Includes KPI techniques for monitoring two-way performance and identifying areas for improvement

19 SRM Realities Effective Supplier Relationship Management calls for the following activities

20 SRM Realities Effective Supplier Relationship Management calls for the following ERP transactions / processing / Reporting

21 SRM Realities Suppliers come in all shapes and sizes! Connecting with Suppliers with a wide range of technical Capabilities is often inconvenient or not possible. o Complex integration requirements o High development and support costs o No standard process to integrate external data across multiple platforms o Takes too long to add new partners or data sources o Disparate security technologies: VPNs, Firewalls etc. o Small Suppliers Short on resources or expertise o Suppliers not always willing to exchange data o Not as simple as If you don t integrate, we will go elsewhere

22 Supplier WorkCenter PeopleSoft FSCM v9.2

23 Supplier WorkCenter Supplier WorkCenter can be implemented as part of esupplier Connection Module esupplier Connection Utilizes the Supplier Portal (vs. Employee Portal) esupplier Connection gives Suppliers self-service access to their relevant ERP information, as well as the ability to provide information back to you such as details about: o Purchase Orders. o Purchase Order Acknowledgements. o Advance Shipment Notifications. o Schedules. o Requests for Quote (RFQs). o Invoices. o Payments. o Maintain Contacts and Addresses.

24 Supplier WorkCenter Delivered Supplier WC is empty requires configuration Does come with many prebuilt Pagelets <Demo>

25 WorkCenter Best Practices A Case Study with Westar Energy

26 WorkCenter Best Practices Project Background o Upgrade PeopleSoft FSCM to 9.2 to get current on Application Bundles and take advantage of new PeopleSoft 9.2 functionality with 8.54 PeopleTools. o Organization performed an assessment to identify opportunities for Improving PeopleSoft usage including Training, Configuration Changes, Process Changes and Customization. o User Survey Conducted What functions in PeopleSoft are not working as efficiently as you would like? 20% Responded Issues with Ease of Navigation and User Interface Do you have any suggestions for us to include in our PeopleSoft 9.2 Implementation? 30% of the Respondents indicated that improved features for Usability and Navigation should be implemented. o Leverage new usability features of SES and WorkCenters. o Implemented 9 WorkCenters 7 Delivered and 2 Custom

27 WorkCenter Best Practices 1. How are WorkCenters being Received at Westar and are they adding Value to Users? 2. What Plans do you have for improving them? 3. What would you have done differently when building out the WC s as part of your upgrade project? 4. How would you make the WorkCenter utilities in PTs better? 5. How are you managing the administration of WorkCenters and is admin. a pain point?

28 WorkCenter Best Practices Select a Pilot WorkCenter for initial rollout o Measure User Adoption before rolling out others Sort out Administration Responsibilities ahead of time o End Users vs. IT. o Train on WorkCenter Admin accordingly. o Have Admins help Buildout the WC s during implementation Don t over build. o Identify Mission critical Alerts, Pagelets etc. and go from there. Implement fewer WorkCenters and utilize PS Security to manage what the user sees o Goals could probably be accomplished with 3 or 4 WC s

29 WorkCenter Best Practices If Rolling out to external suppliers. Establish Terms and Conditions for Usage Ensures that information is viewed and any associated actions are within the legal framework of the supplier & buyer relationship

30 SpearMC Online Resources

31 SpearMC.com/insights: Tools & Resources

32 SpearMC Presentations at Reconnect Wednesday, July 9:15 10:15 am Powerful PeopleSoft 9.2 Composite & Connected Query Session ID: Presented by Randy Johnson Wednesday, July 10:45 11:45 am How Oracle BI Publisher Serves your PeopleSoft Reporting Needs Session ID: Presented by Randy Johnson Wednesday, July 1:00 2:30 pm Extending PeopleSoft WorkCenters to your Utility Supplier Partners Session ID: Presented by Randy Johnson Thursday, July 9:15 10:15 am Reconciling Project Costing to the General Ledger and Functional Reconciliation/Analysis Tips & Tricks Session ID: Presented by Millie Babicz Thursday, July 11:00 am 12:30 pm Deep Dive into nvision and Query for PeopleSoft 9.2 (Tools 8.54) Session ID: Presented by Millie Babicz 32

33 Questions?

34 Please complete the session evaluation Session ID:

35 Visit us at booth 302