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Session #34736
March 17, 2015
Agenda
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Your Presenters
About Berkeley
What is a WorkCenter?
How is a WorkCenter Configured?
Berkeley Approach to WorkCenter Implementation
WorkCenter in Action at Berkeley
Summary: Value Added
Questions
Your Presenters
• Charlie Alexander, Manager, Huron Consulting Group
• 17 years of Higher Education and PeopleSoft Experience
• Carol Hsieh, Business Systems Analyst, University of
California, Berkeley
• 8 years of Higher Education and PeopleSoft Experience
The University of
California Berkeley
About UC Berkeley
Fast Facts:
• Established in 1868
• 25,774 undergraduates
• 10,253 graduate students
• 1,582 full-time faculty
Academic Rankings of World Universities
Top 10 Universities in 2013
1 – Harvard, 100
2 – Stanford, 72.6
3 – Berkeley, 71.3
4 – MIT, 71.1
• $2 billion budget (FY2014)
5 – Cambridge, 69.6
• $700 million in research
6 – Cal Tech, 62.9
7 – Princeton, 61.9
8 - Columbia, 59.8
9 – Chicago, 57.1
10 – Oxford, 55.9
Sources: 2013 Academic Ranking of World Universities by Shanghai Jiao Tong University
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Berkeley 9.2 Grants Implementation
Implementation Rationale:
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Provides delivered integration with existing PeopleSoft
Financials application
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Aligns technical platform for post award office with other
enterprise systems
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Provides a strategic vendor (Oracle) who will support
and enhance the product going forward
Expected Benefits:
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Automate nightly calculation of overhead expenses
Increase frequency and include overhead in weekly
Letter of Credit draws
Increase detailed AR data
Availability of PI Information
Improve Tracking of Award Milestones
Improve Cost Share Reporting
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Berkeley and Oracle
• FSCM version 9.2 (upgraded
March 2014)
• Hyperion Budgeting and
Planning
• OBIEE
• Implementing Campus
Solutions 9.1
What is a WorkCenter?
The primary goal of WorkCenters is to improve the effectiveness of end-users by consolidating user
tasks, exceptions, alerts, links, reports and queries into a single, secure, role-based “command
center.”
Analytics
Reports
Search
Centralized Workstation
Decentralized
Job Process
Tools
Navigation
Transactions
WorkCenters are configurable PeopleSoft pages that enable key roles within a business process to
conduct transactions, take action on alerts and view reports and analytics from one central location
What is a WorkCenter?
BENEFITS OF USING A WORKCENTER
One Stop
Shop
Ease of
Deployment
Dashboards
Role Driven
Improved
User
Experience
WorkCenters
KEY COMPONENTS
A WorkCenter contains two main components: (1) a navigation area , or task panel of pagelets, that
link to content, and (2) a transactional work area of content targeted from the navigation area.
Navigation
Area
(Pagelets)
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Work Area
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Implementation
DEPLOYMENT APPROACH
When determining a setup approach for a WorkCenter, there are several factors you should consider.
Delivered as
Sample
Config Data
Design,
Configure,
Test
Migrate to
Production
• WorkCenters are only delivered as Sample Configuration Data within a demo
environment
• Move to a test environment for refinement/configuration/testing
• The newly configured and tested WorkCenter can be migrated to Production
with the Data Migration Workbench
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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Delivered vs. Custom
Configure vs Create
OPTIONS
When setting up a new WorkCenter institutions have
two options:
1.
2.
Modifying a delivered, module-specific
WorkCenter
Create a new WorkCenter
WorkCenters
HISTORY AND AVAILABILITY
Representative List of Delivered My Work Pages
Grants Management
Contracts
Billing
Receivables
• Contracts Set to
Expire
• Milestones Due
• Posted Budget
Amount <> Billing
Limit
• Billing Events Not
Processed
• Closed Projects With
Open Projects
• Billing Events
Requiring User Action
• Billing Interface Errors
• Combo Edit Errors
• Invoices Entered
Today
• Invoices Not Finalized
• Bills
• Conversations To
Review
• Deposit Balancing
Errors
Pagelets can be leveraged to configure new pages utilizing
delivered WorkCenter functionality.
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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Configure vs. Create
CONFIGURE
• Leverage extensive delivered
content (e.g. pagelets,
reports, tasks, etc.)
• Reduced setup time and
development support
• Ability to add new
content/not limited solely to
delivered content
• May need to remove
irrelevant content
• Delivered content is often
module-specific
• Limited control over the
security of the WorkCenter
content
Configure vs. Create
CREATE
• Allows for a customized user
experience
• Provides complete control
over: Name/Labels and
security
• Ability to include content
features that are delivered in
an existing WorkCenter
• May require additional
development work over
option 1
• Increased setup hours and
maintenance
• Increased need for testing
WorkCenter functionality
Delivered
Delivered
Berkeley Approach
Berkeley Approach
CONTINUOUS IMPROVEMENT
Improve User Experience by creating space
for CGA and Departments to manage core tasks
Key Grants business processes:
 Award Set Up
 Award Modification
 Budget Upload and Monitoring
 Grants Inquiry
 Award Closeout
Improve
Rollout
Assess
Grants WorkCenters for Contracts and Grants
Accounting (CGA)
Research Administrator (RA) WorkCenters for the
Departments
Grants WorkCenter for CGA
Each Award Analyst only sees his/her own awards
Configure the value to see your own team
Gate Keeper
S
Award
T
Proposal
A
Coues
G
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Grants
WorkCenter
Project
N
G
Contract
New Awards
Proposal Page
Status of Award Setup
Supervisors Review Queue
Approval Workflow
Award Mods
Supervisor Review
Approve or Reject
REJECT
APPROVE
Award
S
T
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G
Grants
WorkCenter
Project
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N
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Contract
Budget Submitted by Departments
Budget Review
Award Closeout – Certification
Closeout Action Items
RA WorkCenter for Departments
Links
Configuring Links
Easy as 1.2.3
Queries/Pivot Grids
Configuring Queries/Pivot Grid
Reports/Processes
Configuring Reports/Processes
Value Added
• One Stop Shop
• Easy Access
• Personalized Station
• Streamlined Award Setup to Closeout
Process
• Efficiency
• Improved User Experience
Next Create dashboards for:
• Award analysts
• Contracts and Grants Accounting (CGA) Supervisors
• CGA director
• Research Administrators (RA)
• Research Administrators managers/supervisors
• Department Managers
Implement Activity guides
Questions?
Contacts
• Carol Hsieh
• University of California, Berkeley
• E-mail: [email protected]
• Charlie Alexander
• Manager, ETSC
• Huron Consulting Group
• E-mail: [email protected]
This presentation and all
Alliance 2015 presentations are
available for download from the
Conference site at
www.alliance-conference.com
Presentations from previous meetings are also available
Appendix
Configuration
HIGH LEVEL OVERVIEW
Basic steps for configuring a customized WorkCenter
Create the
WorkCenter
Dashboard
Create the
WorkCenter
Page
Create
Pagelet(s)
Configure the
WorkCenter
Design
Structure
Key Configuration
KEY NAVIGATION - WORKCENTER
Manage WorkCenter Dashboards
Manage WorkCenter Pages
Pagelet Wizard
Configure Pagelets
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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Key
Configuration
Create WC
Dashboard
Create WC
Page
Create
Pagelet(s)
Configure
WC Design
Structure
Manage WorkCenter Dashboards
Create a new WorkCenter Dashboard page:
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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V. Key
Configuration
Create WC
Dashboard
Create WC
Page
Create
Pagelet(s)
Configure
WC Design
Structure

Decide if you want to restrict access to the WorkCenter Dashboard by selecting the security type.

You can limit access to the WorkCenter Dashboard to a specific Permission List(s) or Role(s):
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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V. Key
Configuration
Create WC
Dashboard
Create WC
Page
Create
Pagelet(s)
Configure
WC Design
Structure
 Add pagelets directly to the WorkCenter Dashboard page (or modify the pagelets on
an existing WorkCenter Dashboard page) by selecting the Pagelets button:
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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WorkCenters
OVERVIEW
While not entirely new to PeopleSoft, WorkCenters have been developed and improved upon over
several PeopleTools iterations.
Development History
8.51
Initially developed in PeopleSoft Enterprise Portal utilizing pagelets created by developers using
templates, PeopleCode & Pagelet Wizard to simplify tasks at hand
8.52
Introduced pure configuration-based WorkCenters; added support for homepage pagelets, partial
refresh in component based pagelets
8.53
Improved on design and use (configuration vs. development)
© 2014 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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