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Prepared by: Session ID: Extending PeopleSoft 9.2 WorkCenters to Your Supplier Partners Randall Johnson Managing Director SpearMC Consulting @SpearMC 101240
Prepared by:
Session ID:
Extending PeopleSoft 9.2 WorkCenters to Your Supplier Partners
Randall Johnson
Managing Director
SpearMC Consulting
@SpearMC
101240
• Silence Audible Devices
• Note Fire Exits
• Partake of Refreshments
• Note Quest Staffers (green shirts)
• Complete Feedback Form
• Ask Questions
Welcome and Please:
Agenda
• About Us
• New to WorkCenters….what are they?
• Demo of Common WorkCenter Features
• Supplier Relationship Management Realities
• Supplier WorkCenter - Demo
• WorkCenter Best Practices - Case Study with Westar Energy
About SpearMC
Your Presenter
• Over 20 years consulting experience focused predominantly in PeopleSoft
implementations and upgrades covering all stages of the Project Life
Cycle.
• System Business Process Analysis, Requirements Study, Fit-Gap Analysis,
High Level Design, ChartField and Codeblock Design, Application
Development, Testing, Configuration, Training, Deployment and Post-
Implementation Support
Randall JohnsonManaging Director
866-SPEARMC x812
www.SpearMC.com
About SpearMC
Founded in 2004, SpearMC is a technology and
professional services firm specializing in
• PeopleSoft Financials and Supply Chain Management
• PeopleSoft Human Capital Management and Payroll
• ERP Architecture and Application Development
• Project and Program Management (PMO)
• Change Management
• ERP Training
• Mobile Technology
• Maximo Enterprise Asset
• Oracle Business Intelligence
About SpearMC
Regional offices in Chicago, Denver, Houston,
Seattle and San Francisco
• We focus on local market delivery and capability development in line with
industry focus areas unique to the regions we serve.
• Our local and well-connected network of top-tier business analysts,
technical leads, developers and project managers keep travel cost to a
minimum.
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About SpearMC
A decade of sustained and focused growth.
Recent Utility/Energy Experience
About SpearMC
Each member of our Leadership Team
leverages over 20 years of experience in
Technology, Financial and Business
Transformation.
About SpearMC
• Energy
• Transportation
• Healthcare/Biotech
• Government
• Media/Technology
• Consumer Products
• Financial Services
• Higher Education
Industry focus areas include:
About SpearMC
• PeopleSoft Specialization
Oracle Gold Partner Since 2008
• Applications Reseller
• Hardware Reseller
IBM Advance Business Partner
What are WorkCenters?
What are WorkCenters?
• WorkCenters are new PeopleSoft PeopleTools 8.54
functionality which enable users to quickly navigate to
commonly used PeopleSoft Pages from a central
dashboard
• WC’s Provide visibility to a users Worklist and show
business critical alerts which users should monitor and
take immediate action
• There are delivered WorkCenters based on
organizational Job Roles.Assets PO/Buyer Expenses Accounts Payable Contracts Staffing AR Treasury General Ledger Billing Contract / Sourcing Grants Projects Maintenance Management Inventory
What are WorkCenters?
WorkCenter Benefits
o Allow For Faster system navigation and access to important
data
o Provide a Central Dashboard for role based KPIs and Data
o Provide real-time alerts & notifications of business events
o Can be Configured and Administered by End Users
WorkCenter Demo
• Demo Common featureso Navigation Panel, Dashboardo Dashboard (Work – Content Area)
• Navigate to Pages• Customize with User identified Pagelets• Navigation Collection, Query Grid, Pivot Grid• Built Using PeopleTools - Configuration Based on Queries
o Navigation Pagelets – Delivered on left Panel• Links, My Work, My Reports/Processes, Queries• Configurable by WorkCenter Admin and certain level of user
security (show/hide)• Security inherited from PS Security Configuration• Show adding a Link• My Work
– Show Delivered Alerts – PeopleCode– Configured using Notification Framework (Show
Notification Framework exp.)– Worklist Items
Realities of Supplier
Relationship Management
SRM Realities
• Supplier Relationship Management is:o Strategically planning for, and managing, all interactions with
organizations that supply goods and/or services.
o SRM entails creating closer, more collaborative relationships with key
suppliers in order to uncover and realize new value and reduce risk of
failure.
o Typically involves developing
better tools and methods for
communicating
o Includes KPI techniques for
monitoring two-way
performance and identifying
areas for improvement
SRM Realities
• Effective Supplier Relationship Management calls for the
following activities
SRM Realities
• Effective Supplier Relationship Management calls for the following ERP
transactions / processing / Reporting
SRM Realities
• Suppliers come in all shapes and sizes!
• Connecting with Suppliers with a wide range of technical
Capabilities is often inconvenient or not possible.o Complex integration requirements
o High development and support costs
o No standard process to integrate external data across multiple platforms
o Takes too long to add new partners or data sources
o Disparate security technologies: VPNs, Firewalls etc.
o Small Suppliers Short on resources or expertise
o Suppliers not always willing to exchange data
o Not as simple as ‘If you don’t integrate, we will go elsewhere’
Supplier WorkCenter –
PeopleSoft FSCM v9.2
Supplier WorkCenter
• Supplier WorkCenter can be implemented as part of eSupplier
Connection Module
• eSupplier Connection Utilizes the Supplier Portal (vs. Employee
Portal)
• eSupplier Connection gives Suppliers self-service access to their
relevant ERP information, as well as the ability to provide information
back to you such as details about: o Purchase Orders.
o Purchase Order Acknowledgements.
o Advance Shipment Notifications.
o Schedules.
o Requests for Quote (RFQs).
o Invoices.
o Payments.
o Maintain Contacts and Addresses.
Supplier WorkCenter
• Delivered Supplier WC is empty – requires configuration
• Does come with many prebuilt Pagelets
• <Demo>
WorkCenter Best Practices –
A Case Study with Westar
Energy
WorkCenter Best Practices
• Project Backgroundo Upgrade PeopleSoft FSCM to 9.2 to get current on Application Bundles
and take advantage of new PeopleSoft 9.2 functionality with 8.54
PeopleTools.
o Organization performed an assessment to identify opportunities for
Improving PeopleSoft usage including Training, Configuration Changes,
Process Changes and Customization.
o User Survey Conducted
• What functions in PeopleSoft are not working as efficiently as you would like?
– 20% Responded – Issues with Ease of Navigation and User Interface
• Do you have any suggestions for us to include in our PeopleSoft 9.2 Implementation?
– 30% of the Respondents indicated that improved features for Usability and Navigation should be implemented.
o Leverage new usability features of SES and WorkCenters.
o Implemented 9 WorkCenters – 7 Delivered and 2 Custom
WorkCenter Best Practices
1. How are WorkCenters being Received at Westar and are they adding Value to Users?
2. What Plans do you have for improving them?
3. What would you have done differently when building out the WC’s as part of your upgrade project?
4. How would you make the WorkCenter utilities in PTs better?
5. How are you managing the administration of WorkCenters and is admin. a pain point?
WorkCenter Best Practices
• Select a Pilot WorkCenter for initial rollout o Measure User Adoption before rolling out others
• Sort out Administration Responsibilities ahead of timeo End Users vs. IT.
o Train on WorkCenter Admin accordingly.
o Have Admins help Buildout the WC’s during implementation
• Don’t over build….o Identify Mission critical Alerts, Pagelets etc. and go from there.
• Implement fewer WorkCenters and utilize PS Security
to manage what the user seeso Goals could probably be accomplished with 3 or 4 WC’s
WorkCenter Best Practices
• If Rolling out to external suppliers….
• Establish Terms and Conditions for Usage
• Ensures that information is viewed and any associated actions are within
the legal framework of the supplier & buyer relationship
SpearMC Online Resources
SpearMC Presentations at Reconnect
Wednesday, July 20 @ 9:15 – 10:15 am
• Powerful PeopleSoft 9.2 Composite &
Connected Query
• Session ID: 101230
• Presented by Randy Johnson
Wednesday, July 20 @ 10:45 – 11:45 am
• How Oracle BI Publisher Serves your
PeopleSoft Reporting Needs
• Session ID: 101150
• Presented by Randy Johnson
Wednesday, July 20 @ 1:00 – 2:30 pm
• Extending PeopleSoft WorkCenters to
your Utility Supplier Partners
• Session ID: 101240
• Presented by Randy Johnson
Thursday, July 21 @ 9:15 – 10:15 am
• Reconciling Project Costing to the
General Ledger and Functional
Reconciliation/Analysis Tips & Tricks
• Session ID: 101180
• Presented by Millie Babicz
Thursday, July 21 @ 11:00 am – 12:30 pm
• Deep Dive into nVision and Query for
PeopleSoft 9.2 (Tools 8.54)
• Session ID: 101180
• Presented by Millie Babicz
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Session ID:
Please complete the session evaluation
101240
Visit us at booth 302
