Powerful eforms Tools for Analysts They re Not Just for Techies Anymore!

Transcription

1 Powerful eforms Tools for Analysts They re Not Just for Techies Anymore! Session ID#: Prepared by: Paul Taylor President and CEO Gideon Taylor

2 Powerful eforms Tools for Analysts They re Not Just for Techies Anymore!

3 Welcome and Please: Silence Audible Devices Note Fire Exits Partake of Refreshments Note Quest Staffers (green shirts) Complete Feedback Form Ask Questions Administrative Notes 3

4 Intro to Gideon Taylor and GT eforms GT eforms 3.0 Building a Better Mousetrap Show & Tell Powerful, Configuration-based Form Creation Measuring the Impact of eforms Agenda

5 12-year focus on revolutionizing business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology Specialists in business process analysis, design and simplification GT s vision is to help our clients work simply, effectively, efficiently, and flexibly PeopleTools-based bolt-on toolkit and business process / forms templates Dozens of PeopleSoft -based electronic forms implementations, successfully automating complex business processes Gideon Taylor Consulting

6 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 What is GT eforms?

7 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, student, and financial data no external interfaces to maintain! Leverage existing PeopleSoft security and infrastructure Faster and more robust solution development than delivered PeopleSoft tools Configuration-based form creation and management of form design, rules, and routing Easy query, reporting and analytic capabilities Unlimited flexibility in presentation, pageflow, workflow, and routings GT eforms Cheat Sheet

8 A few of our clients

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

10 Other Forms Tools PeopleSoft Forms & Approval Builder PeopleSoft Smart HR Templates Electronic Document Management Systems (EDMS) Business Process Automation (BPA/BPM) Tools Custom Development GT eforms Conditional pageflow and field display Restricted valid values Advanced validation Complex workflow Configurable logic Auto-population Basic workflow Updates to PeopleSoft Basic edits Attachments Simple, functional form creation Fields on a page Required fields Smooth Slide from Simple to Complex

11 = Functional task = Unstructured technical task = Tool-guided tech task = Yeah, but Feature/Function PS Forms and Approval Builder Smart HR Templates Custom w/ Approval Framework GT eforms 3.0 Purely functional form creation Multiple approvers Handle attachments Inline instructions Form Messages Conditional approval paths notifications Conditional PageFlow Conditionally hide or display fields Updates to PeopleSoft Single form to manage multiple actions Advanced data validation Auto-populate data Intelligently derive and default data Unrestricted PeopleTools development

12 NEW FORM ENGINE enables purely functional forms creation Empower business analysts to create fully-functioning, logic-driven electronic forms on their own, including page design, pre-population of data, cascading lookups and more, with little or no technical assistance Form design from within the active form, allowing analysts to see exactly what the form looks like as they create it Smooth slide from simple to complex enables increasing complexity without having to start over again or use another form tool NEW Form Engine

13 NEW GT LOGIC ENGINE Enables business analysts to create and configure form logic to meet complex business process requirements, including conditional field and page display, read-only and required field properties, conditional workflow and more Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in troubleshooting forms in process. NEW GT Logic Engine

14 NEW WORKFLOW ENGINE Native integration with delivered PeopleSoft Approval Framework / AWE Powerful configuration tools to allow business analysts to create workflow routing within AWE without technical assistance. NEW Workflow Engine

15 Create a single electronic form to enable automation of any change to employee s job data record. Configuration-based layout of pages, segments and fields Configure field behavior, including conditional hide/display, required, etc. Pre-populate data from PeopleSoft based on business rules Dynamically update data in subsequent fields when a preceding data value changes Insert configurable grids for earnings distributions, funding changes, etc. Allow workflow participants to add Comments Configure business rules for conditional routing The ground rules

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17 Less time to create forms and complete transactions Faster turnaround Less training Fewer errors / greater accuracy Integrated automation across related processes Common user experience across transactions and across PS releases Less reliance on scarce technical resources Less paper! Less storage! NO lost forms! The Impact of eforms

18 Smelling salts are available in the lobby! Start simple with fields on a page, then ADD pre-population ADD prompts ADD cascading lookups ADD dynamic dependencies ADD conditions ADD routing ADD notifications And more! Building the Perfect Form

19 Maximize throughput ShopRite Stores: Processes over 10,000 Job Change actions each week Select Staffing: Over 100,000 I-9/E-Verify transactions each year Smarter forms = leaner processes Kal Tire: Reduced fields on the hire form from 22 to 5 Less human effort = lower costs Univ of Florida: 75% reduction in total human effort Questar Energy: Reduced amount of HR staff time from 3.5 hrs per new hire to 15 minutes (Over 90%!) More replicable business processes Univ of Florida: Error rate dropped from 68% to <1% Better and faster results Univ of Utah: Average process time decreased from 15 days to 3 days Easier to train users Univ of Florida: Reduced PAF training from 8 hours to 1½ hours The Impact of eforms

20 Paul Taylor President and CEO Offc: Contact Information

21 Please complete the session evaluation We appreciate your feedback and insight Session ID# Thank you for your input!