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Page 1. Vision & Mission. Mission Provide smart, fast, flexible, cost effective solutions to complex business problems enabling our customers to focus on their day to day business Approach

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  1. Page 1

  2. Vision & Mission Mission Provide smart, fast, flexible, cost effective solutions to complex business problems enabling our customers to focus on their day to day business Approach We are Customer-driven and result oriented. We put the customer first throughout the development lifecycle delivering a robust and scalable solution to meet business challenges. Our Value Our expertise spans across industries from Financial Sectors to Manufacturing to Telecommunication. We leverage our technical and domain expertise coupled with a deep understanding of best business practices. Our Values Trust Leadership Team Work Integrity Corporate Social Responsibility

  3. Technologies

  4. What we offer • SMART ERP Solutions is a one-stop shop for all your business needs. Our goal is to assist you to meet your business challenges. We provide a wide range of services to support your PeopleSoft application: • Build SMART solutions to support your business needs. • Professional Services at any and all stages of your project. • Upgrade to a newer release of PeopleSoft. • On-site or on-line training to support your user community. • Integrate third party solutions. • Develop bolt-on enhancements. • Support and Maintain PeopleSoft Applications. • Showcase SOA technology to streamline Business Process. • Position your ERP system for Fusion

  5. BusinessRequirements – Smart Security • Delivered Peoplesoft Security Options • Business Unit • SetID • Ledger • Book • PayCycle • Project • Limitations of Peoplesoft security solution • No options to restrict security by a chartfield • Unable to restrict users from querying transactions based on chartfield security. • Unable to restrict users from prompting on certain chartfields. Page 5

  6. SMART Security Solution • Provide Flexible and Configurable option to restrict security by chartfield/s. • Limit security by ‘User’ or ‘Permission list’ level or ‘Row Security Class’ level or ‘Role’ level. • Enforce Chartfield/s Security during Data Entry and Inquiry pages. • Allow administrator to apply/unapply security changes. • Transaction Authorization is a Sarbanes Oxley Compliance issue. Page 6

  7. Key features • Ability to limit access to transactional and inquiry pages by any field. • Security can be limited by User, Role, Permission list or Row Security Class. • Security for Inquiry pages and Data Entry pages can be limited by components. • Security is enforced and also undone automatically with a click of a button. • No customization. No Upgrade Impact. • Can be applied to all PeopleSoft releases. Page 7

  8. Key features … cont’d • All changes can be tracked via audit files. • Security can be implemented for multiple fields. • It may substitute COMBINATION EDIT partially if the implementation is well planned. • Limited onsite implementation assistance is needed. Page 8

  9. Security Implementation Process Capture Security Requirements Define Security Attributes Configure Security Settings Apply Security Settings Validate Security Page 9

  10. Demo Scenario • The following component will be included in the demo. • Voucher Entry component • Scenarios • Find an Existing Value. • During entry in ‘Distribution Lines’ restricted access on prompts for secured chartfields. Page 10

  11. Security Scenario • Configure Operator Security for Regular Voucher Entry Component • Apply Operator Security to Regular Voucher Entry Component • Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR • UnApply Security • Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR Page 11

  12. Online Demo Page 12

  13. Frequently Asked Questions • Our Tree is modified, what do we do now ? • Go back to ‘Define Security Attributes’ Component and ‘Save’. • How do we turn on security for a new user ? • Go back to ‘Define Security Attributes’ Component, add your new user and ‘Save’. • How do we add security to new component after the initial configuration? • Go to ‘Configure Security Settings’ add new Component. • Go to ‘Apply Security Settings’ component and apply the security. • Will there be any impact on existing row level security? • Our solution doesn’t have any impact on Peoplesoft delivered row level security. …..Cont’d Page 13

  14. Frequently Asked Questions • Should our security be based on tree nodes only ? • Select the best fit for your existing business practice. • Select tree nodes, values or both. • How do we migrate this solution when we upgrade ? • Roll back the security feature, using un-apply Security, following the upgrade to the PeopleSoft release reapply security. Page 14

  15. Other Available Solutions Supplier Diversity Reporting Solution • Key features of this solution are as follows: • Gain competitive advantage through supplier diversity. • Take better Supplier Diversity Related Purchasing Decisions. • Promote business opportunities for diverse businesses. • Generate various supplier diversity expenditure reports. • Syncs the suppliers in the system with agency published list. • All feed file types are supported (CSV, XML, EXCEL). Page 15

  16. Business Requirements • Supplier Diversity program is needed for any organization for ensuring that women, minority, and diversified business enterprises are provided the maximum practicable opportunity. • Integrate Supplier Diversity Programs into procurement practices and be an advocate for diverse suppliers. • Having a diverse supplier base strengthens the ability to conduct business across all cultures and geographies. • Federal government and many State governments encourage organizations to follow Supplier diversity program. Page 16

  17. Supplier Diversity Challenge Required to report expenditures based on supplier diversity classifications in order to obtain government contracts Need automated way to gather the classifications, link them to vendors and report on the expenditures

  18. Associate Data to Vendors SmartERP Bolt On Solution Classification Mapping Secure XLS to Database Interface Application Engine to Normalize Data based on Tree Definition Verity Association Configurable Search on Diversity Data. Page Link on Vendor Record

  19. Associate Data to Vendors

  20. XLS to Database Exports Data Directly into Database Uses DB Security and Excel Macro

  21. XLS to Data Base Secure Upload Requires DB Login

  22. Classification Mapping

  23. Tree Structure

  24. Map Data Source

  25. Map Data Source Define Excel Map

  26. Map Data Source Transform Required?

  27. Data Upload

  28. On-line Entry and Inquiry Custom Link on Vendor Component

  29. Custom Entry Page Mirrors UCSF Vendor Request Form Effective Dated

  30. Reporting XML Publisher Custom to UCSF Federal, State, Minority Application Engine Populates Reporting Record Run to Report Repository, Excel or Window

  31. Reporting

  32. Reporting

  33. Other Available Solutions Smart1099 Enhancements • Tax reporting capability for Single Payment vendors. • Tax reporting capability for Procurement Card payments • Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft). • 1099-S and 1099-Div forms can be generated within Peoplesoft system. Page 33

  34. Current Gap Peoplesoft Payables gap for 1099 Processing: • Tax reporting can not be done for Single payment vendors/Procurement Card Payments. • Tax reporting can not be done for external invoices created for Vendors (not existing in Peoplesoft). • Peoplesoft delivered 1099 forms include Misc, G and Int. Page 34

  35. Smart Solution Our offerings: • Tax reporting capability for Single Payment vendors/Procurement Card Payments • Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft). • 1099-S and 1099-Div forms can be generated within Peoplesoft system. Page 35

  36. Smart Solution Demonstration Scenario • Create a new invoice for a Single Payment Vendor. • Upload vouchers created in external system using Excel upload program. • Show various review/correction pages • Launch various processes to generate 1099 reports and IRS tax file from Workbench • Showcase product capability of handling 1099 for interfaced data and single payments. Page 36

  37. 1099 External Vendor Processing Flow Web Service XML Excel External Temp Vendors Integration Broker Smart Loader XSLT NO Workbench Review & Approve Txn Withholding Txn Staging Custom 1099 Program Vendor Exists Auto Load NO YES YES Withholding Txn Table

  38. Frequently Asked Questions • What do we need to do for the single payments that we already processed? • Workbench provides options to send already processed data through 1099 processing. • Will there be any impact on existing vendor data? • Our solution does not have any impact on PeopleSoft delivered vendors. • How do we migrate this solution when we upgrade? • There is minimum upgrade impact as the delivered pages are impacted. Please see the product brochure to identify objects that are tagged for upgrade impact. However, impact objects are very few (2 pages). Page 38

  39. Smart Workflow Solution • Enhance and extend ePro Workflow to all Financials Transactions (PO / Voucher / Journals / Invoice / ..) • Extended Notification Functionality Based on Dynamic Routing Rules • Simplified Approval Rule and Approvers Maintenance • Speed Up Approval and Review processes • Ensure Proper Enterprise Governance • Support Ad-hoc Approvers and Reviewers • Enable Third Party Entities to be Part of Your Workflow Process Page 39

  40. Smart Workflow Solution • Demo Scenario • Electronic Invoices received from vendors are Routed for Approval • Vouchers created online will be routed for department level approval Page 40

  41. SMART Consulting Services • Our services are as follows: • End-to-end implementation. • ERP program management. • Business process analysis and redesign. • Gap analysis. • Configuration, customization and implementation. • Maintenance, production support and help desk. • Upgrades. • Enhancements – New functionality, new modules. • SOA Services • Application integration. • Training. Page 41

  42. Some of our Clients State of Delaware – Department of Finance

  43. Visit us at http://www.smarterpsolutions.com Page 43

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