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Q&A

Related Content Framework

Agenda

2

About Tyson and MarketSphere

2

WorkCenters

1

4

What is User Enablement and why should I care?

3

5

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About Tyson and MarketSphere

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Tyson is a Director in MarketSphere’s ERP / PeopleSoft practice. His professional background focuses on information technology and software implementation. He brings expertise in implementation program/project management, financial/process analysis, systems administration, and user enablement.

Relevant Project Experience:

.

Oracle® PeopleSoft™ Practice

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Tyson Moore, Director

DineEquity (IHOP/Applebee’s)Asset Management lead for both an upgrade and net-new implementation The implementation included a custom accounting entry reclass process within AM and detailed CAPEX reporting. Developed configuration documents, business process designs, and test plans. Coordinated overall PS integration efforts (PO, AP, AR, BI, AM, RE, GL). 

Centene CorporationLead for the General Ledger module implementation, including ownership of legacy system data conversion, complex reporting and nVision layout development, sub-module integration points, and user enablement.

Cassidy TurleyProgram manager for the implementation of Hyperion Planning/Essbase, PeopleSoft Financials 9.1, PeopleSoft HCM/Payroll 9.1, and CRM On Demand. Direct project manager of the new implementation of PeopleSoft Financials 9.1, including General Ledger, Payables, Project Costing, Asset Management, Billing, and AR.

ScottradeProject manager for the implementation of PeopleSoft Financials 9.0, including General Ledger, eProcurement/Purchasing, Payables, Project Costing, Asset Management, and Real Estate Management. Lead for Project Costing and Real Estate Management.

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Areas of Expertise:• Program Management• Project Management• Business Process Re-

Engineering• Base Case/ROI

Development• Software Selection• Software Design &

Implementation• System Support• Strategic Visioning• Quality Assurance• Change Enablement• User Enablement,

Training, and Facilitation

Industry Expertise:• Education• Financial Services• Healthcare• Manufacturing• Pharmaceuticals• Publishing• Transportation• Real Estate Brokerage• Insurance• Restaurant /

Franchising

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About MarketSphereBusiness Overview

• Our focus is on solving complex business challenges and strategic opportunities for Fortune 500 and emerging, high-growth companies

• Services delivered out of eleven formal market locations throughout the United States

Creating Business Harmony: Strategic advisory and technology experts to help you deliver integrated ERP, BI and EPM solutions to optimize business performance.

Atlanta

Chicago

Dallas

Houston

Indianapolis K

ansas C

ity

New

York

Om

aha

Philadelphia Pittsburgh

St. Louis

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What is User Enablement and why should I care?

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What and why?User EnablementProviding services and / or solutions to enhance user experiences within and outside your enterprise applications.

Or, to put it simply…

Empowering users in your organization to do more, efficiently and effectively.Why should you care?Effective user adoption is the primary determinant of the success of a project implementation.

It is key to every solution that users find the software easy to use, that they recognize their advantages and rapidly feel comfortable with the new environment. 

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Related Content Framework

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What is the Related Content Framework?• Introduced in Tools 8.50• Open, flexible framework enables your organization to incorporate content into the context of a PeopleSoft page

or PeopleSoft data

Features include:• Mash-up PeopleSoft transactions with collaborative, analytical, an informational content (PeopleSoft or non-

PeopleSoft)• Easy to configure and deploy.  Can be done by SMEs.• Can eliminate many customizations (services are configurable).• Fully interactive, not read-only.• Secure – Uses PeopleSoft security, same as transaction pages.• The ability to display multiple services at once in individual pagelets.• Option to display related services on the right of the page (can utilize screen real estate more efficiently), and

within WorkCenters.• Integration with related actions pop-up menus.  (Results of related actions can be displayed in related content

frame.)

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Possible UsesFinancials / Supply Chain Management:• Purchasing – display external supplier information, such as ship-date and delivery status, directly on user

requisitions or purchase orders• Payables – tie vouchers and voucher approvals to document images stored on SharePoint or a file share using

delivered functionality• Asset Management – allow users to automatically link to a separate inventory management system via a fixed

asset record• General Ledger – automatically display related sub-module transactions next to a journal entry, allowing for drill

down from transactional pages

Human Capital Management:• Time & Labor – allow your user’s to see your company holiday calendar or important announcements without

having to go to a separate page or dig up an old e-mail• Benefits – link to external benefits providers directly from open enrollment• Human Resources – display custom analytics next to employee records for better research / viewing

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Case StudyCompany Overview & Situation• Issue: Payables invoices were received in various offices and

routed inconsistently. When arriving to the AP department, approvals were illegible and filing was all manual. Significant strategic and efficiency opportunities were present for a more streamlined solution

• Vision: Allow users to submit invoices to AP via SharePoint and automatically link invoice images to vouchers in PeopleSoft

MarketSphere Applied ExpertiseUtilizing a SharePoint environment with a custom form for invoice submission and a small customization to PeopleSoft Financials, achieve:1. Consistent invoice submission processes from the field2. Utilize the PeopleSoft Approval Workflow Framework to route

vouchers for fiscal approval based on business rules3. Enable invoice entry clerks and voucher approvers to view digital

invoice images stored on SharePoint within the same screen in PeopleSoft

Peop

leSo

ft Fi

nanc

ials SharePoint Form

Automatically Linked by the Related Content Framework

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Configuring the Related Content FrameworkConfiguration steps for linking vouchers to SharePoint images:1. Create SharePoint List or Document Library with unique ID / way to identify individually

scanned invoices / submissions2. Minor PeopleSoft Customization(s) required:

a) Add one field to the Voucher Entry page to store the SharePoint ID of the invoiceb) Create a custom web library to automatically form the URL to SharePoint based on the ID entered

on the Voucher3. Related Content Framework:

a) Configure the Related Content Serviceb) Manage the Related Content Services – add it to a component, page, or content reference in

PeopleSoftc) Assign any special security you may need to be able to access the page(s) and service(s)

configured4. Enjoy!

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Step 2(b) – Custom Web LibraryFunction IScript_GetImageURL() Local string &sBusinessUnit = %Request.GetParameter("BUSINESS_UNIT"); Local string &nVoucherID = %Request.GetParameter("VOUCHER_ID"); &Invoice_URL = GetURL(URL.Z_INVOICE_IMG); SQLExec("SELECT IMAGE_NAME + '.xml' FROM PS_ZZ_VCH_IMG_XREF WHERE BUSINESS_UNIT = :1 AND VOUCHER_ID = :2", &sBusinessUnit, &nVoucherID, &ImageID); &Invoice_URL_Image = &Invoice_URL | &ImageID; %Response.RedirectURL(&Invoice_URL_Image);End-Function;

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Step 3(a) – Define the Related Content Service• Navigation:

PeopleTools > Portal > Related Content Service > Define Related Content Service

• Reference the custom web library that queries the SharePoint ID and combines it with the SharePoint URL

• Define the Service URL parameters to pass to the query

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Step 3(b) – Manage the Services• Navigation:

PeopleTools > Portal > Related Content Service > Manage Related Content Service

• Assign it to a component / page / content reference

• Configure the service – associate keys in the service to keys on the PeopleSoft page to tie them together

• Configure the layout – tell it where to show up on the page (automatically display or have users click on a menu)

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WorkCenters

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What are WorkCenters?• Introduced in Tools 8.50, significantly enhanced in Tools 8.53• Template-based, portal-like products that are available with PeopleTools• Role-based, employee-facing portals for users in specified roles• Some releases will automatically include WorkCenters (version 9.2+)

Features include:• Provide a more streamlined user interface that reduces the need for navigation• Increase productivity by providing a central place from which the day-to-day work can be accomplished

Benefits include:• Integrate all pages that users need to access in one location• Users see all relevant information at a glance, providing a complete picture of their work• More effective and efficient users

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Possible Uses

Financials / Supply Chain Management:• Billing – an all-in-one Billing processing and administrative center to manage and report on

billing activities– Alerts for invoices not finalized, invoices pending approval, recurring invoices not generated, invoices

entered today, etc.– Links to interface pages, transactional pages, processing pages and reports– Links to custom queries and reports

Human Capital Management:• Time & Labor WorkCenter – an all-in-one Time & Labor administrative center to manage and

report on employee time– Alerts for pending Reported Time, Payable Time, Overtime Approval, and Absence requests– Links to transactional pages, processing pages, and reports– Links to custom queries and reports

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Sample WorkCenter Configuration

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Potential Situation• Issue: Billing clerks find it difficult to manage the multitude of billing

tasks and exception processing, sometimes letting things fall through the cracks

• Vision: Allow billing clerks to manage their own workload, highlighting important alerts as they arise and simplifying navigation and processing tasks in one easy-to-use screen

MarketSphere Applied ExpertiseUtilize the delivered or company-modified Billing WorkCenter, fully configured to alert each user group / role, to manage billing activities, enabling clerks to:1. Navigate to common billing pages within a single menu item /

grouping2. Configure alerts to highlight billing-related issues to clerks for quick

and accurate resolution3. Users aren’t redirected to different pages entirely, all work is brought

up within the WorkCenter context. Once a particular transaction is complete, closing the modal window brings you back to your WorkCenter

Wor

kCen

ter

WorkC

enter Details

Transact, Interact, and Report In One Spot for All Your Work

What you need to do…

Where you need to go…

How you do it…

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Steps to Configure the WorkCenter

General WorkCenter Configuration• Navigation: Main Menu > Enterprise Components > WorkCenter/Dashboards

– Configure Filter Definitions – Create/update user-driven filter options– Configure Filter Values – Create/update user-driven filter values– Configure Pagelets – Set up MyWork Links and other attributes– Validate Filters – Validate filter definition(s)

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Steps to Configure the WorkCenter

MyWork Configuration• The heart of WorkCenters, MyWork, brings user tasks to the forefront• Several System-Defined links are delivered with PeopleSoft 9.2 (e.g. for AP, BI, GL,

etc.)• Creation of new links is possible:

– Alert Setup via the Event / Notification Framework

– Worklist Entries– User-Defined

Application Classes (requires development support)

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Steps to Configure the WorkCenter

Links Configuration• Used to provide links to pages / menu items throughout PeopleSoft (and externally!) to

simplify navigation to common application components• Users can utilize the Links section instead of navigating around to various pages within

PeopleSoft manually – all links are brought up in a modal window that can easily be closed to return to the WorkCenter

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Steps to Configure the WorkCenterQueries Configuration• Used to provide direct access to delivered or custom queries used by your

organization• All queries are brought up in a modal window that can easily be closed to return to the

WorkCenter

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Steps to Configure the WorkCenter

Reports/Processes Configuration• Similar to the Links section, used to provide links to pages / menu items throughout

PeopleSoft (and externally!) to simplify navigation to common application components

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WorkCenter Application

• Typical PeopleSoft interactions: • With WorkCenter Pages:

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Questions?

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Tyson Moore, DirectorMarketSphere’s Oracle® PeopleSoft™ Practicetyson.moore@marketsphere.com913.712.9604

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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada

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