extending peoplesoft 9.2 workcenters to your supplier partners€¦ · workcenter best practices...
TRANSCRIPT
Session ID:
Prepared by:
Extending PeopleSoft 9.2
WorkCenters to Your Supplier
Partners
Your Suppliers will Love them!
101510
@SpearMC
Randall T. Johnson, SpearMC Consulting
Ron Minihan, Westar Energy
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
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About Us
Your Presenters
Randall JohnsonManaging Director
866-SPEARMC x812
www.SpearMC.com• 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
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Your Presenters
Ron Minihan
Manager, Application Systems
785-575-8191
www.westarenergy.com
• Manages PeopleSoft IT support teams for Human Resources and Finance and Supply Chain
• 18 years PeopleSoft experience
• PeopleSoft versions 7, 8, 8.8, 9.1, 9.2 (HR) 9.1, 9.2 (Finance and Supply Chain)
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About SpearMC
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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
Maximo Enterprise Asset Management
Oracle Business Intelligence
ERP Architecture and Application Development
Project and Program Management (PMO)
Change Management
ERP Training
Mobile Technology
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About SpearMC
Offices in Chicago, Denver, Oklahoma City, Phoenix, 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.
Recent Utility/Energy Experience
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About SpearMC
Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.
About SpearMC
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Oracle Gold Partner since 2008: PeopleSoft Specialization Applications Reseller
Hardware Reseller
IBM Advanced Partner:
What are WorkCenters?
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What are WorkCenters?
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• 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
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WorkCenter Demo
• Demo Common features– Navigation Panel, Dashboard– 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
– 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
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Realities of Supplier Relationship
Management
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SRM Realities
Supplier Relationship Management is:
Strategically planning for, and managing, all interactionswith organizations that supply goods and/or services.
SRM entails creating closer, more collaborative relationships with key suppliers in order to uncover and realize new value and
reduce risk of failure.
Typically involves developing
better tools and methods for
communicating
Includes KPI techniques for
monitoring two-way
performance and identifying
areas for improvement
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SRM Realities
• Effective Supplier Relationship Management calls for the
following activities
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SRM Realities
• Effective Supplier Relationship Management calls
for the following ERP transactions / processing /
Reporting
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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.
Complex integration requirements
High development and support costs
No standard process to integrate external data across multiple
platforms
Takes too long to add new partners or data sources
Disparate security technologies: VPNs, Firewalls etc.
Small Suppliers Short on resources or expertise
Suppliers not always willing to exchange data
Not as simple as ‘If you don’t integrate, we will go elsewhere’
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Supplier WorkCenter - PeopleSoft
FSCM v9.2
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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:
• Purchase Orders.
• Purchase Order Acknowledgements.
• Advance Shipment Notifications.
• Schedules.
• Requests for Quote (RFQs).
• Invoices.
• Payments
• Maintain Contacts and Addresses.
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Supplier WorkCenter
• Delivered Supplier WC is empty – requires configuration
• Does come with many prebuilt Pagelets
• <Demo>
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WorkCenter Best
Practices -A Case Study with Westar
Energy
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WorkCenter Best Practices
Project Background
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.
Organization performed an assessment to identify opportunities for Improving PeopleSoft usage including Training, Configuration Changes, Process Changes and Customization.
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.
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WorkCenter Best Practices
Project Background cont’d
Leverage new usability features of SES and
WorkCenters.
Implemented 9 WorkCenters – 7 Delivered and 2
Custom
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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?
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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 sees
o Goals could probably be accomplished with 3 or 4 WC’s
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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
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SpearMC Online Resources
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SpearMC Online Resources
• SpearMC online Tools & Resources can be
found at www.spearmc.com
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More SpearMC Sessions at
COLLABORATE 16
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SpearMC Sessions at COLLABORATE 16
• PeopleSoft 9.2 Financials Multi-Currency Best
Practices and Real-Life Examples
Session ID: 101460
Date: Wednesday, April 13, 2016
Time: 4:15 PM–5:15 PM
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Thank You.
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Visit the Quest International Users Group
Booth #323
■ Let us show you how to leverage the Quest community to maximize your ERP investment
■ Receive your personalized Quest Activation Plan & learn how to make the most of your membership
■ Plus, find out more about our upcoming events PeopleSoft RECONNECT (July 19-21) and JD Edwards INFOCUS (August 8-10)
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