Agenda

2. Agenda 1 • About Tyson and MarketSphere 2 • What is User Enablement and why should I care? 3 • Related Content Framework 4 WorkCenters 5 • Q&A

3. About Tyson and MarketSphere

4. Areas of Expertise: • Program Management • Project Management • Business Process Re-Engineering • Base Case/ROI Development • Software Selection • Software Design & Implementation • System Support • Strategic Visioning • Quality Assurance • Change Enablement • User Enablement, Training, and Facilitation • Industry Expertise: • Education • Financial Services • Healthcare • Manufacturing • Pharmaceuticals • Publishing • Transportation • Real Estate Brokerage • Insurance • Restaurant / Franchising Tyson Moore, Director Oracle® PeopleSoft™ Practice Tyson is a Director in MarketSphere’s ERP / PeopleSoft practice. His professional background focuses on information technology and software implementation. He brings expertise in implementation program/project management, financial/process analysis, systems administration, and user enablement. Relevant Project Experience: . Cassidy Turley Program manager for the implementation of Hyperion Planning/Essbase, PeopleSoft Financials 9.1, PeopleSoft HCM/Payroll 9.1, and CRM On Demand. Direct project manager of the new implementation of PeopleSoft Financials 9.1, including General Ledger, Payables, Project Costing, Asset Management, Billing, and AR. Scottrade Project manager for the implementation of PeopleSoft Financials 9.0, including General Ledger, eProcurement/Purchasing, Payables, Project Costing, Asset Management, and Real Estate Management. Lead for Project Costing and Real Estate Management. DineEquity (IHOP/Applebee’s) Asset Management lead for both an upgrade and net-new implementation The implementation included a custom accounting entry reclass process within AM and detailed CAPEX reporting. Developed configuration documents, business process designs, and test plans. Coordinated overall PS integration efforts (PO, AP, AR, BI, AM, RE, GL).  CenteneCorporation Lead for the General Ledger module implementation, including ownership of legacy system data conversion, complex reporting and nVision layout development, sub-module integration points, and user enablement. 4 4

5. About MarketSphere Kansas City Indianapolis Philadelphia Atlanta Chicago Dallas Houston New York Omaha Pittsburgh St. Louis Business Overview Creating Business Harmony: Strategic advisory and technology experts to help you deliver integrated ERP, BI and EPM solutions to optimize business performance. • Our focus is on solving complex business challenges and strategic opportunities for Fortune 500 and emerging, high-growth companies • Services delivered out of eleven formal market locations throughout the United States

6. What is User Enablement and why should I care?

7. What and why? User Enablement Providing services and / or solutions to enhance user experiences within and outside your enterprise applications. Or, to put it simply… Empowering users in your organization to do more, efficiently and effectively. Why should you care? Effective user adoption is the primary determinant of the success of a project implementation. It is key to every solution that users find the software easy to use, that they recognize their advantages and rapidly feel comfortable with the new environment. 

8. Related Content Framework

9. What is the Related Content Framework? Introduced in Tools 8.50 Open, flexible framework enables your organization to incorporate content into the context of a PeopleSoft page or PeopleSoft data Features include: Mash-up PeopleSoft transactions with collaborative, analytical, an informational content (PeopleSoft or non-PeopleSoft) Easy to configure and deploy.  Can be done by SMEs. Can eliminate many customizations (services are configurable). Fully interactive, not read-only. Secure – Uses PeopleSoft security, same as transaction pages. The ability to display multiple services at once in individual pagelets. Option to display related services on the right of the page (can utilize screen real estate more efficiently), and within WorkCenters. Integration with related actions pop-up menus.  (Results of related actions can be displayed in related content frame.)

10. Possible Uses Financials / Supply Chain Management: Purchasing – display external supplier information, such as ship-date and delivery status, directly on user requisitions or purchase orders Payables – tie vouchers and voucher approvals to document images stored on SharePoint or a file share using delivered functionality Asset Management – allow users to automatically link to a separate inventory management system via a fixed asset record General Ledger – automatically display related sub-module transactions next to a journal entry, allowing for drill down from transactional pages Human Capital Management: Time & Labor – allow your user’s to see your company holiday calendar or important announcements without having to go to a separate page or dig up an old e-mail Benefits – link to external benefits providers directly from open enrollment Human Resources – display custom analytics next to employee records for better research / viewing

11. Case Study • MarketSphere Applied Expertise Utilizing a SharePoint environment with a custom form for invoice submission and a small customization to PeopleSoft Financials, achieve: • Consistent invoice submission processes from the field • Utilize the PeopleSoft Approval Workflow Framework to route vouchers for fiscal approval based on business rules • Enable invoice entry clerks and voucher approvers to view digital invoice images stored on SharePoint within the same screen in PeopleSoft Company Overview & Situation • Issue: Payables invoices were received in various offices and routed inconsistently. When arriving to the AP department, approvals were illegible and filing was all manual. Significant strategic and efficiency opportunities were present for a more streamlined solution • Vision: Allow users to submit invoices to AP via SharePoint and automatically link invoice images to vouchers in PeopleSoft PeopleSoft Financials SharePoint Form Automatically Linked by the Related Content Framework

12. Configuring the Related Content Framework Configuration steps for linking vouchers to SharePoint images: Create SharePoint List or Document Library with unique ID / way to identify individually scanned invoices / submissions Minor PeopleSoft Customization(s) required: • Add one field to the Voucher Entry page to store the SharePoint ID of the invoice • Create a custom web library to automatically form the URL to SharePoint based on the ID entered on the Voucher Related Content Framework: • Configure the Related Content Service • Manage the Related Content Services – add it to a component, page, or content reference in PeopleSoft • Assign any special security you may need to be able to access the page(s) and service(s) configured Enjoy!

13. Step 2(b) – Custom Web Library FunctionIScript_GetImageURL() Local string &sBusinessUnit = %Request.GetParameter("BUSINESS_UNIT"); Local string &nVoucherID = %Request.GetParameter("VOUCHER_ID"); &Invoice_URL = GetURL(URL.Z_INVOICE_IMG); SQLExec("SELECT IMAGE_NAME + '.xml' FROM PS_ZZ_VCH_IMG_XREF WHERE BUSINESS_UNIT = :1 AND VOUCHER_ID = :2", &sBusinessUnit, &nVoucherID, &ImageID); &Invoice_URL_Image = &Invoice_URL | &ImageID; %Response.RedirectURL(&Invoice_URL_Image); End-Function;

14. Step 3(a) – Define the Related Content Service Navigation:PeopleTools > Portal > Related Content Service > Define Related Content Service Reference the custom web library that queries the SharePoint ID and combines it with the SharePoint URL Define the Service URL parameters to pass to the query

15. Step 3(b) – Manage the Services Navigation:PeopleTools > Portal > Related Content Service > Manage Related Content Service Assign it to a component / page / content reference Configure the service – associate keys in the service to keys on the PeopleSoft page to tie them together Configure the layout – tell it where to show up on the page (automatically display or have users click on a menu)

16. WorkCenters

17. What are WorkCenters? Introduced in Tools 8.50, significantly enhanced in Tools 8.53 Template-based, portal-like products that are available with PeopleTools Role-based, employee-facing portals for users in specified roles Some releases will automatically include WorkCenters (version 9.2+) Features include: Provide a more streamlined user interface that reduces the need for navigation Increase productivity by providing a central place from which the day-to-day work can be accomplished Benefits include: Integrate all pages that users need to access in one location Users see all relevant information at a glance, providing a complete picture of their work More effective and efficient users

18. Possible Uses Financials / Supply Chain Management: Billing – an all-in-one Billing processing and administrative center to manage and report on billing activities • Alerts for invoices not finalized, invoices pending approval, recurring invoices not generated, invoices entered today, etc. • Links to interface pages, transactional pages, processing pages and reports • Links to custom queries and reports Human Capital Management: Time & Labor WorkCenter – an all-in-one Time & Labor administrative center to manage and report on employee time • Alerts for pending Reported Time, Payable Time, Overtime Approval, and Absence requests • Links to transactional pages, processing pages, and reports • Links to custom queries and reports

19. Sample WorkCenter Configuration • MarketSphere Applied Expertise Utilize the delivered or company-modified Billing WorkCenter, fully configured to alert each user group / role, to manage billing activities, enabling clerks to: • Navigate to common billing pages within a single menu item / grouping • Configure alerts to highlight billing-related issues to clerks for quick and accurate resolution • Users aren’t redirected to different pages entirely, all work is brought up within the WorkCenter context. Once a particular transaction is complete, closing the modal window brings you back to your WorkCenter Potential Situation • Issue: Billing clerks find it difficult to manage the multitude of billing tasks and exception processing, sometimes letting things fall through the cracks • Vision: Allow billing clerks to manage their own workload, highlighting important alerts as they arise and simplifying navigation and processing tasks in one easy-to-use screen What you need to do… How you do it… WorkCenter WorkCenter Details Where you need to go… Transact, Interact, and Report In One Spot for All Your Work

20. Steps to Configure the WorkCenter General WorkCenter Configuration Navigation: Main Menu > Enterprise Components > WorkCenter/Dashboards • Configure Filter Definitions – Create/update user-driven filter options • Configure Filter Values – Create/update user-driven filter values • Configure Pagelets – Set up MyWork Links and other attributes • Validate Filters – Validate filter definition(s)

21. Steps to Configure the WorkCenter MyWork Configuration The heart of WorkCenters, MyWork, brings user tasks to the forefront Several System-Defined links are delivered with PeopleSoft 9.2 (e.g. for AP, BI, GL, etc.) Creation of new links is possible: • Alert Setup via the Event / Notification Framework • Worklist Entries • User-Defined Application Classes (requires developmentsupport)

22. Steps to Configure the WorkCenter Links Configuration Used to provide links to pages / menu items throughout PeopleSoft (and externally!) to simplify navigation to common application components Users can utilize the Links section instead of navigating around to various pages within PeopleSoft manually – all links are brought up in a modal window that can easily be closed to return to the WorkCenter

23. Steps to Configure the WorkCenter Queries Configuration Used to provide direct access to delivered or custom queries used by your organization All queries are brought up in a modal window that can easily be closed to return to the WorkCenter

24. Steps to Configure the WorkCenter Reports/Processes Configuration Similar to the Links section, used to provide links to pages / menu items throughout PeopleSoft (and externally!) to simplify navigation to common application components

25. WorkCenter Application Typical PeopleSoft interactions: • With WorkCenter Pages:

26. Questions?

27. Tyson Moore, Director • MarketSphere’s Oracle® PeopleSoft™ Practice tyson.moore@marketsphere.com 913.712.9604

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