peoplesoft to go: optimize your peoplesoft mobile platform

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PeopleSoft To GoOptimize your PeopleSoft Mobile Platform

Prepared by:

Kyle Kain & Steven Silverman

Senior Analysts

Emtec, Inc.

Session ID#: 106710

@emtecinc

Introductions

Kyle KainSenior Analyst, PeopleSoft Financials, Emtec Inc. • Background in PeopleSoft Core Financials with a focus on the order to cash business

process• Multiple PeopleSoft 9.1 Billing, Accounts Receivable, and Project Costing implementations

• (517) 331.1555• Kyle.Kain@emtecinc.com

Steven SilvermanSenior Analyst, PeopleSoft Financials, Emtec Inc. • Background in PeopleSoft Core Financials with focus on customers, products, and pricing• Multiple international PeopleSoft 9.1 implementation projects

• (248) 760.7633• Steven.Silverman@emtecinc.com

73%

YEARS

46serving clients

OUR COMPANY

500dedicatedassociates

19over

years

BESTPLACES

TO WORK

TECHNOLOGYEMPOWERED

BUSINESSSOLUTIONS

“right size provider”

“client for life”

IndiaPune

Bangalore

USAIL, PA, NJ, GA, VA, MN, FL

CanadaTorontoOttawa GLOBAL

DELIVERY

OUR SERVICES

87%14

prior tier 1consultancies

avg yearsexperience

fulltimeemployees

OUR PEOPLE

25+OTHER

PARTNERS

- onshore- offshore

- nearshore- blended

managed services

ManagementConsulting

Applications Cloud Analytics Infrastructure

strategy,governance,

process

ERP, HCM, CRM,app. development,

mobile solutions

applications,infrastructure

enterprise reporting,predictive analytics,

big data

service management,enterprise infrastructure,

end user computing

Business and Technology Empowered

Agenda

• Evolution of Access • Functionality• Fluid User Interface• Reporting via Mobile• Implementation• Q&A

Evolution of Access

The Evolution of PeopleSoft

Windows Client Web Based

Cell Phones & Tablets – PeopleSoft Mobility

■ On-The-Go Workforce

▪ Always Connected

▪ Efficiency

▪ Increase Productivity

■ PeopleSoft Fluid User Interface

■ Platform Agnostic (Apple iOS, Windows, Android)

■ Familiar Security Features

■ Streamlined Functionality

Functionality

Mobile Approvals

■ Manage Approval Workflow 24/7, Worldwide!

■ Automatically trigger Workflow notifications to inform the next approver in the overall process

■ View attachments (if applicable) and add comments for approval actions

■ Preview a graphical representation of the transaction approval flow

eProcurement

■ Add and manage PeopleSoft requisitions on the go

■ View recently ordered items, search for catalog items, and, add items to the shopping cart

■ Upon completing a requisition and returning to the summary page, your entries automatically update to the database

Mobile Expenses

■ Enter, maintain, and submit expense reports.

■ Add, review, and edit My Wallet transactions.

■ View delivered expense report analytics and metrics.

■ Specify accounting distribution ChartField values (Department, Fund, Project ID, and Activity ID).

PeopleSoft Mobile

Functionality Demonstration

Fluid User Interface (FUI)

Fluid User Interface Evolution

Windows Client 100% InternetFluid UI / Responsive

Web Design

Fluid User Interface – New Functionality

■ Tiled Homepage

■ Landing Pages

■ Navigation Bar

■ Independent of the Platform

■ Personalization

Tablet LaptopSmart Phone

Tiled Homepage

■ Dynamic Content

■ User Defined

▪ Add, remove, or reposition tiles

■ Role-based

■ Instantaneously updated data at your fingertips

■ Notifications

▪ Delivered Role Based Self-Service Landing Pages

• Personalized Profile Views

• Ability to drill down to transaction level detail

Landing Pages

• Access to all applications

• Personalize order and content

• Favorites and Recently Used

• Available in both Fluid and Classic UI

Navigation Bar

• Ability to change page orientation

• Page view dynamically adjusts based on the device

• Efficient use of page space

Independent of the Platform

Fluid User Interface

Demonstration

Reporting via Mobile

Mobile Reporting: Role Based

■ Reports Unique to the User

▪ Pivot Grids

▪ Initially display as desired

■ Personalized, flexible reporting

■ Filter data in a way that is most useful to you

Pivot Grids

■ Ability to view data real-time

■ Adjustable views on an ad hoc basis

■ Filter data

■ Pivot Data

Dashboards

■ Display multiple, flexible reports needed for business decisions

■ Access to perform daily business tasks

■ ‘One Stop Shop’

■ Power of PeopleSoft data accessible anywhere

Implementation

Are You Ready to Implement PeopleSoft Mobile?

■ Involve your information security team before starting any mobile project

■ Pilot Rollout

▪ Involve a handful of users

▪ Limited number of modules

■ Efficient use of the Fluid User Interface

▪ Which transactions will users need/want to view via mobile?

Q&A