Post on 20-Aug-2018
transcript
Powerful eForms Tools for Analysts – They’re Not Just for Techies Anymore!
Prepared by: Paul Taylor President and CEO Gideon Taylor Consulting
Session ID#: 101840
@Gideon_Taylor
Powerful eForms Tools for Analysts – They’re Not Just for Techies Anymore!
• Silence Audible Devices • Note Fire Exits • Partake of Refreshments • Note Quest Staffers (green shirts) • Complete Feedback Form • Ask Questions
Welcome and Please:
Administrative Notes 3
Agenda
■ Intro to Gideon Taylor and GT eForms™
■ GT eForms™ 3.0 – Building a Better Mousetrap
■ Show & Tell – Powerful, Configuration-based Form Creation
■ Measuring the Impact of eForms
12-year focus on revolutionizing business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology
Specialists in business process analysis, design and simplification
GT’s vision is to help our clients work simply, effectively, efficiently, and flexibly
PeopleTools-based bolt-on toolkit and business process / forms templates
Dozens of PeopleSoft -based electronic forms implementations, successfully automating complex business processes
Gideon Taylor Consulting
What is GT eForms™?
GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage:
o Custom Self-Service Applications and Electronic Forms
o Workflow, Notifications, Approvals and Electronic Signatures
o Service-Oriented Architecture (SOA) Integrations
GT eForms™ Cheat Sheet
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, student, and financial data – no external interfaces to maintain!
Leverage existing PeopleSoft security and infrastructure
Faster and more robust solution development than delivered PeopleSoft tools
Configuration-based form creation and management of form design, rules, and routing
Easy query, reporting and analytic capabilities
Unlimited flexibility in presentation, pageflow, workflow, and routings
A few of our clients…
HCM Financials/Supply Chain
Campus Solutions
GT eForm Library™ for PeopleSoft
GT ePAF™
GT OnBoarding™
GT eVoucher™
GT Paperless I-9™
GT E-Verify Integration™
GT Personnel eFile™
GT eTime™
GT ePost™
Security eForm
Overtime eForm
Non-Tuition Fee Request eForm
Merit eForm
Reports To eForm
Leave Cash-Out eForm
Additional Pay eForm
Undergrad Academic Record Change
E-Degree Certification Description
Faculty Discipline Description
Faculty Teaching Certification
Graduate Status Change
Thesis and Dissertation Release Travel Fellowship Application
Travel Fellowship Expense Report
Expense Approval
Expense Reimbursement
Readmission Application
Grade Change
Course Add/Drop/Withdraw
Faculty Promotion/Tenure
Credit Card Reconciliation
Vendor Add/Update
Journal Voucher
Delegation eForm
Receipts eForm
Deposit eForm
Smooth Slide from Simple to Complex
PeopleSoft Forms & Approval Builder PeopleSoft Smart HR Templates Electronic Document Management Systems (EDMS) Business Process Automation (BPA/BPM) Tools Custom Development
GT eForms™
• Simple, functional form creation • Fields on a page
• Basic workflow • Updates to PeopleSoft
Conditional pageflow and field display Restricted valid values Advanced validation Complex workflow Configurable logic Auto-population
• Required fields
• Basic edits • Attachments
Other Forms Tools
Feature/Function PS Forms and Approval Builder
Smart HR Templates
Custom w/ Approval Framework
GT eForms™ 3.0
Purely functional form creation
Multiple approvers
Handle attachments
Inline instructions
Form Messages
Conditional approval paths
Email notifications
Conditional PageFlow
Conditionally hide or display fields
Updates to PeopleSoft
Single form to manage multiple actions
Advanced data validation
Auto-populate data
Intelligently derive and default data
Unrestricted PeopleTools development
= Tool-guided tech task
= “Yeah, but…”
= Functional task
= Unstructured technical task
NEW Form Engine
■ NEW FORM ENGINE enables purely functional forms creation ▪ Empower business analysts to create fully-functioning, logic-driven electronic forms on their own,
including page design, pre-population of data, cascading lookups and more, with little or no technical assistance
▪ Form design from within the active form, allowing analysts to see exactly what the form looks like as they create it
▪ ‘Smooth slide’ from simple to complex enables increasing complexity without having to start over again or use another form tool
NEW GT Logic Engine™
■ NEW GT LOGIC ENGINE™
▪ Enables business analysts to create and configure form logic to meet complex business process requirements, including conditional field and page display, read-only and required field properties, conditional workflow and more
▪ Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in troubleshooting forms in process.
NEW Workflow Engine
■ NEW WORKFLOW ENGINE
▪ Native integration with delivered PeopleSoft Approval Framework / AWE
▪ Powerful configuration tools to allow business analysts to create workflow routing within AWE without technical assistance.
The ground rules…
Create a single electronic form to enable automation of any change to employee’s job data record.
Configuration-based layout of pages, segments and fields
Configure field behavior, including conditional hide/display, required, etc.
Pre-populate data from PeopleSoft based on business rules
Dynamically update data in subsequent fields when a preceding data value changes
Insert configurable grids for earnings distributions, funding changes, etc.
Allow workflow participants to add Comments
Configure business rules for conditional routing
The Impact of eForms…
Less time to create forms and complete transactions
Faster turnaround
Less training
Fewer errors / greater accuracy
Integrated automation across related processes
Common user experience across transactions and across PS releases
Less reliance on scarce technical resources
Less paper! Less storage! NO lost forms!
Building the Perfect Form
Start simple…with fields on a page, then… • ADD pre-population • ADD prompts • ADD cascading lookups • ADD dynamic dependencies • ADD conditions • ADD routing • ADD notifications • And more!
Smelling salts are available in the lobby!
The Impact of eForms
Maximize throughput ShopRite Stores: Processes over 10,000 Job Change actions each week Select Staffing: Over 100,000 I-9/E-Verify transactions each year
Smarter forms = leaner processes Kal Tire: Reduced fields on the hire form from 22 to 5
Less human effort = lower costs Univ of Florida: 75% reduction in total human effort Questar Energy: Reduced amount of HR staff time from 3.5 hrs per new hire to 15
minutes (Over 90%!)
More replicable business processes Univ of Florida: Error rate dropped from 68% to <1%
Better and faster results Univ of Utah: Average process time decreased from 15 days to 3 days
Easier to train users Univ of Florida: Reduced PAF training from 8 hours to 1½ hours
Contact Information
Paul Taylor President and CEO
Offc: 801-434-7260 paul@gideontaylor.com www.gideontaylor.com
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