Session # 33843
Presenters:
• Paul Taylor, President and CEO
• Scott Antin, VP Business Development
eForms Gone Wild: Workflow, WorkCenters
and Rampant Productivity!
March 11, 2014
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Agenda
• Intro to Gideon Taylor and GT eForms™
• What are WorkCenters?
• Why WorkCenters?
• Why Integrate GT eForms™ with WorkCenters?
• DEMONSTRATION
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™ Efficiency is Highly Contagious
January 2014:
Promising to transform transportation
and navigation efficiency, Simon Fraser
University announces reconstruction of
its main roadway on the west side of
its Burnaby, BC campus.
According to David Agosti, Director of Parking Services, “Switching the route to two-way
traffic will make it EASIER TO NAVIGATE around the campus and STREAMLINE access to
future developments on the west side.”
Coincidence? We think n
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Enhance Your Image with GT eForms™!
January 2014:
JMU named one of the nation’s ‘Best Value
Colleges’ by the Princeton Review…
AND
…No. 3 in U.S. News & World Report’s ranking of
the Best Undergraduate Teaching universities in
the South region.
Coincidence? We think n
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
The GT eForms™ Winners’ Circle
Cotton Bowl:
University of Missouri defeats
Oklahoma State, 41-31
Fiesta Bowl:
University of Oklahoma over Alabama, 45-31
Sugar Bowl:
University of Central Florida triumphs over Baylor,
52-42
Coincidence? We think n
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Hey, Scott…Can GT eForms™ Make Me Rich?
January 2014:
ATK stock soars for the next 15 months,
reaching all-time high of $143.70
October 2012:
ATK launches Employee
Bonus Award eForm.
Share Price: $51.94
Coincidence? We
think not…
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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™
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™ Library for PeopleSoft
Credit Card Reconciliation
GT ePAF™
GT eTime™
Faculty Discipline Description
HCM
Additional Pay eForm
GT Personnel eFile™
GT Paperless I-9™
Travel Fellowship Application
Faculty Teaching Certification
Thesis and Dissertation Release Option
GT ePost™
Journal Voucher
Expense Reimbursement
Course Add/Drop/Withdraw
Reports To eForm
Financials/Supply Chain
Non-Tuition Fee Request eForm
Delegation eForm
Undergrad Academic Record Change
Readmission Application
GT OnBoarding™
Expense Approval
Vendor Add/Update
Grade Change
GT E-Verify Integration™
Leave Cash-Out eForm
Security eForm
Travel Fellowship Expense Report
Campus Solution
E-Degree Certification Description
Graduate Status Change
Overtime eForm
Faculty Promotion/Tenure
GT eVoucher™
Merit eForm
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
What are WorkCenters?
PeopleSoft WorkCenters provide a desktop workspace, which can
be organized by role and task, to enable users to more efficiently
and effectively execute a wide array of job-related functions.
 Introduced in 9.1/PT 8.52
 Pre-developed templates; extended configurability in 9.2/8.53
 Workspace divided into NAVIGATION area and TRANSACTION area
 Activity guides can lead users through series of predefined actions
 Role-based security
 Links can be configured for PeopleSoft components or external URLs

Links secured by role, user, or permission list
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
“The Big Picture”
Interaction Hub
Department WorkCenter
HCM
GT eForms™
Department WorkCenter
Financials
PeopleSoft
Applications
Department WorkCenter
Campus Solutions
Internal/External Links
Reports/Queries
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Navigation
Area
Transaction
Area
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Why WorkCenters?
 What users need…at their fingertips – Deliver instant access on the
desktop to most frequent tasks, data and applications
 Greater productivity – Leverage activity guides and retain full
navigation on the desktop while executing transactions
 Enhanced user experience – Enable users to configure their
workspace to the way they work
 Role-based security – Conveniently and securely manage access to
applications, pages, links, and other content by employee role
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Examples of Delivered WorkCenters
 ePerformance WorkCenter
 Time & Labor WorkCenter
 Contracts WorkCenter
 Grants WorkCenter
 Accounts Payable WorkCenter
 Supply and Demand WorkCenter
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Why add GT eForms™ to WorkCenters?
In a word?
W–O–R–K–F–L–O–W!!!
 Enable collaborative processes – Many transactions aren’t limited to only one user
 Apply rule-based logic – Rules for business processes vary by company, by
department, by user, by transaction…by any variety of parameters
 Create intuitive self-service – Intelligent forms and guided self-service make it
EASIER and FASTER for users to do more
 SAVE I.T.!! Empower the business – If analysts know what needs to be done,
let them do it
 Deliver solutions faster – Build powerful, workflow-enabled solutions faster and
easier than delivered PeopleSoft tools
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Why add WorkCenters to GT eForms™?
 Bring all your work together – Convenient access to your
eForms, PeopleSoft applications, dashboards, links to
external sites and applications
 Forms at your fingertips – Where they are, what they’re
doing, where they’re headed next
 Your work, your way – Configure your workspace to fit the
way you work
 Drill, baby, drill! – Many ways to aggregate
eForms information and drill into detail
when you need it
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Quickly launch eForm actions
Stay on top of urgent alerts
and messages
Access frequently-used
PeopleSoft applications
The selected eForm opens in the
Transaction area, ready for the
user to take action
Select an eForm to View or
Evaluate from the list of
Pending Approvals
Selecting ‘Aging
Distribution’ from the
Reports tab brings up
a summary graphic
and table
Drilldown produces list of
outstanding eForms, with links to
take action on individual forms
Contact Information
Paul Taylor
President / CEO
Offc: 801.434.7260
[email protected]
www.gideontaylor.com
Scott Antin
VP Business Development
Offc: 651.207.6599
Cell: 651.271.3827
[email protected]
www.gideontaylor.com
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED