1 / 28

“We just need a simple electronic form…”

Automate THIS! Flexible Workflow Solutions for ANY Business Process Alliance Conference March 19, 2013. “We just need a simple electronic form…”. …of course, if it’s over $5,000…. ….hmmm, but if the manager is out it needs to route to the delegate….

daria
Download Presentation

“We just need a simple electronic form…”

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Automate THIS! Flexible Workflow Solutions for ANY Business ProcessAlliance ConferenceMarch 19, 2013

  2. “We just need a simple electronic form…” …of course, if it’s over $5,000… ….hmmm, but if the manager is out it needs to route to the delegate… … and we just need to have their manager approve it… …oh, and did we talk about nominating teams? …unless the award amount is over $1,000… “All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they’re nominating, why they’re nominating them, and the amount they’re nominating them for.” …and then if we could have it update the system on the backend and add the pay once it’s been approved… …oh, and I guess that all of them need to be reviewed by the divisional HR approver… …and we do need to make sure it’s routing to the appropriate managers based on our organization…

  3. Agenda • Welcome and Introductions • Scott Antin, VP Business Development • Paul Taylor, President and CEO • “Automate THIS!” – Automating complex business processes • Demonstration – Automated hiring process • “Looking in the toolbox” – PS Forms and Approval Builder, Approval Framework, and GT eForms…How do they compare? • Demonstration– AutomatedeForms development • Q & A

  4. So…Automate THIS! Hire Process • First Approver • First Approver • First Approver • First Approver • “N” Approver 6 1 2 5 4 3

  5. GT eForms™ Demonstration:Hire eForm

  6. Who is Gideon Taylor? ? ? ? ? ? ? ? ? ? ? ?

  7. Gideon Taylor Consulting Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education and government organizations. GT’s mission is to revolutionize business processes through the use of automation, integration and electronic forms technology. GT’s vision is to help businesses create solutions that realize the full value of their ERP technology platform investments. Founded in 2001 by Paul Taylor, Original creator of GT eForms™ and ePAF™

  8. Representative Clients

  9. The Products We Bring • GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage: • Custom Self-Service Applications and Electronic Forms • Workflow, Notifications, Approvals and Electronic Signatures • Service-Oriented Architecture (SOA) Integrations • ePAF™– Suite of pre-developed eForm templates for personnel actions, including: • Hires, rehires, transfers, additional jobs • Pay changes, promotions / demotions, reclassifications, FTE changes, funding changes, data changes, position changes • Terminations, retirement, leaves of absence • GT OnBoarding™ – Integrated, one-stop portal solution for new hire forms and orientation • GT Expenses – Integrated end-to-end expense solution from request to reimbursement • Travel request and advance approvals; Itemized claims for travel and non-travel expenses • Seamless integration with payroll and accounts payable for automated reimbursement • GT Paperless I-9™ with E-Verify Integration™ – Reg-compliant, electronic employee eligibility verification • Pre-populates from HCM; electronic signatures; compliance edits • E-Verify case opens automatically; Fully-guided Tentative Non-Confirmation process • GT eForm Library – Growing compendium of pre-developed eForm Templates for HR, Financials, Supply Chain and Campus Solutions

  10. GT eForm Library for PeopleSoft Credit Card Reconciliation GT eTime™ Faculty Discipline Description HCM GT Personnel eFile™ GT ePAF™ GT Paperless I-9™ Travel Fellowship Application Additional Pay eForm Faculty Teaching Certification Expense Reimbursement Thesis and Dissertation Release Option GT ePost™ Reports To eForm Course Add/Drop/Withdraw Financials/Supply Chain Journal Voucher Non-Tuition Fee Request eForm Undergrad Academic Record Change Grade Change GT E-Verify Integration™ DelegationeForm Readmission Application Security eForm GT OnBoarding™ Campus Solutions Travel Fellowship Expense Report Leave Cash-Out eForm Expense Approval VendorAdd/Update Graduate Status Change GT eVoucher™ Overtime eForm E-Degree Certification Description Merit eForm Faculty Promotion/Tenure

  11. GT eForms™ Key Advantages • 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 and financial data – no external interfaces to maintain! • Leverage existing PeopleSoft security • Leverage existing valid values and system edits • Use existing hardware and software architecture • Integrated with delivered PeopleSoft workflow capabilities, including PeopleSoft user workflow profiles • Easy query, reporting and analytic capabilities

  12. Innovative Discovery and Design Approach Simplify – Remove unneeded elements, conditionally include elements Default and Automate – default elements, automate user tasks Edit – Leverage system edits, add custom edits Restrict – Limit valid values Facilitate– Guided user experience, faster loads/saves, workflow A Unique Focus on Efficiency

  13. Looking in the toolbox… Let’s look at three available options: PeopleSoft Forms and Approval Builder Approval Framework (AWE) GT eForms™

  14. Criteria for comparison “Simple” –How easy is it to develop, modify, and use? “Complex” – How well does it handle complex business requirements (e.g. data edits/calculations, conditional approvals, branching)? “Complete”– Does it provide an end-to-end solution (e.g. UI, workflow, integration, etc.)?

  15. PeopleSoft Forms and Approval Builder • What it is: • Simple form design tool; completely functional creation • Things to keep in mind: • Unable to auto-populate existing data from PS or other sources • Business rules limited to only enforcing which fields are mandatory • Unable to incorporate grids or multiple rows • Branching and conditional approvals are not supported • Cannot add additional attachments once a form has been saved and exited • Limited security options What is it best used for? Simple, unsecured business processes with little or no complexity, and linear approval requirements

  16. Approval Framework (AWE) What it is: Full-featured, robust approval engine supporting branching and conditional approvals, with configuration-driven routing behavior • Things to keep in mind: • This is an approval engine ONLY – no application included (you have to build the user pages and components yourself) • Significant technical development and programming required to hook the approval engine into an application • Very complicated configuration process What is it best used for? Workflow-enabling existing custom applications that require robust approval management

  17. GT eForms™ What it is: Robust forms development framework, with fully-integrated approval engine that supports branching and conditional approvals, with configuration-driven routing behavior • How it compares: • Unlimited flexibility in designing and developing end-to-end custom self-service applications and eForms solutions • Setup-table design to enable functional management and modification of business process logic, page design, approvals, routings, and notifications, with little or no technical development • Intuitive page-flow design to easily guide users through process • Rapid development environment for robust custom forms creation • PeopleTools-based foundation for seamless bolt-on integration • Service Oriented Architecture to easily extend to third-party applications and processes What is it best used for? Delivering complete automation for any business process regardless of complexity

  18. How do they score?

  19. How do they score?

  20. What About Complex Workflow Applications? GT AWE or

  21. GT Form Forge™ Demonstration

  22. What About Complex Workflow Applications?

  23. eForms Layer can Present SOA Externally

  24. Reaping the Benefits • Bottom-Line Impact! • U Utah: 88% decrease in over/comp time first 6 months • Better and faster results • U Houston: Average process time from 15 days to 3 days • Less human effort • U Florida: 75% reduction in total human effort • More replicable business processes • U Florida: Error rate from 68% to 1%

  25. Reaping the Benefits • Easier to train users • U Florida: Reduced PAF training from 8 hours to 1½ hours • Easier to audit • OUHSC: Internal auditors praised solution for ease of oversight • Storage / retrieval / permanence • U Utah: Eliminated vexing problem of HR forms lost in routing • Green Savings – Reduced paper / material / storage costs • BYU: Went from seven huge paper filing systems to one

  26. …and you’re on your way to eForms Nirvana!

  27. Questions?

  28. Contact Information Paul Taylor President / CEO Offc: 801.434.7260 paul@gideontaylor.com www.gideontaylor.com Scott Antin VP Business Development Offc: 651.207.6599 Cell: 651.271.3827 scott@gideontaylor.com www.gideontaylor.com

More Related