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
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