COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Powerful eForms Tools for Analysts – Not Just for Techies Anymore! Mid Atlantic HEUG Regional Conference
June 2, 2015
Presenter:
• Scott Antin, VP Business Development
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Agenda
• Intro to Gideon Taylor and GT eForms™
• The Motivation for Automation
• Functionally-driven Form Creation
• The Impact of eForms (or The Motivation for Automation REPRISE)
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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
Dozens of PeopleSoft -based electronic forms implementations, successfully automating complex business processes
Extensive experience in higher education
PeopleTools-based bolt-on toolkit and business process / forms templates
GT’s vision is to help our clients work simply, effectively, efficiently, and flexibly
Gideon Taylor Consulting
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
A few of our clients…
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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 Option
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
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Smooth Slide from Simple to Complex
PeopleSoft Forms & Approval Builder 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
COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
NEW Form Engine
• NEW FORM ENGINE enables purely functional forms creation
o 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
o Form design from within the active form, allowing analysts to see exactly what the form looks like as they create it
o ‘Smooth slide’ from simple to complex enables increasing complexity without having to start over again or use another form tool
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
NEW GT Logic Engine™
• NEW GT LOGIC ENGINE™
o 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
o Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in troubleshooting forms in process.
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
NEW Workflow Engine
• NEW WORKFLOW ENGINE
o Native integration with delivered PeopleSoft Approval Framework / AWE
o Powerful configuration tools to allow business analysts to create workflow routing within AWE without technical assistance.
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Smelling Salts available in the lobby…
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!
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Design your user experience…
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT OnBoarding™
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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!
COPYRIGHT © 2015 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Contact Information
Scott Antin VP Business Development
Offc: 651.207.6599 Cell: 651.271.3827
[email protected] www.gideontaylor.com