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Vision & MissionVision & Mission

Our Values

Trust Leadership Team Work Integrity Corporate Social Responsibility

MissionProvide smart, fast, flexible, cost effective solutions to complex business

problems enabling our customers to focus on their day to day business

ApproachWe are Customer-driven and result oriented. We put the customer first

throughout the development lifecycle delivering a robust and scalable solution to meet business challenges.

Our ValueOur expertise spans across industries from Financial Sectors to Manufacturing to

Telecommunication. We leverage our technical and domain expertise coupled

with a deep understanding of best business practices.

Technologies

What we offer SMART ERP Solutions is a one-stop shop for all your business needs. Our goal is to assist you to meet

your business challenges. We provide a wide range of services to support your PeopleSoft application:

Build SMART solutions to support your business needs.

Professional Services at any and all stages of your project.

Upgrade to a newer release of PeopleSoft.

On-site or on-line training to support your user community.

Integrate third party solutions.

Develop bolt-on enhancements.

Support and Maintain PeopleSoft Applications.

Showcase SOA technology to streamline Business Process.

Position your ERP system for Fusion

Business Requirements – Smart Security

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Delivered Peoplesoft Security Options Business Unit SetID Ledger Book PayCycle Project

Limitations of Peoplesoft security solution No options to restrict security by a chartfield Unable to restrict users from querying

transactions based on chartfield security. Unable to restrict users from prompting on certain

chartfields.

SMART Security Solution

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Provide Flexible and Configurable option to restrict security by chartfield/s.

Limit security by ‘User’ or ‘Permission list’ level or ‘Row Security Class’ level or ‘Role’ level.

Enforce Chartfield/s Security during Data Entry and Inquiry pages.

Allow administrator to apply/unapply security changes.

Transaction Authorization is a Sarbanes Oxley Compliance issue.

Key features

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Ability to limit access to transactional and inquiry pages by any field.

Security can be limited by User, Role, Permission list or Row Security Class.

Security for Inquiry pages and Data Entry pages can be limited by components.

Security is enforced and also undone automatically with a click of a button.

No customization. No Upgrade Impact.

Can be applied to all PeopleSoft releases.

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All changes can be tracked via audit files.

Security can be implemented for multiple fields.

It may substitute COMBINATION EDIT partially if the implementation is well planned.

Limited onsite implementation assistance is needed.

Key features … cont’d

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Security Implementation Process

Define Security Attributes

Configure Security Settings

Apply Security Settings

Validate Security

Capture Security Requirements

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The following component will be included in the demo.

Voucher Entry component Scenarios

Find an Existing Value. During entry in ‘Distribution Lines’ restricted

access on prompts for secured chartfields.

Demo Scenario

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Configure Operator Security for Regular Voucher Entry Component

Apply Operator Security to Regular Voucher Entry Component

Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR

UnApply Security

Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR

Security Scenario

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Online Demo

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Our Tree is modified, what do we do now ? Go back to ‘Define Security Attributes’ Component and

‘Save’.

How do we turn on security for a new user ? Go back to ‘Define Security Attributes’ Component, add

your new user and ‘Save’.

How do we add security to new component after the initial configuration? Go to ‘Configure Security Settings’ add new Component. Go to ‘Apply Security Settings’ component and apply the

security.

Will there be any impact on existing row level security? Our solution doesn’t have any impact on Peoplesoft

delivered row level security.

…..Cont’d

Frequently Asked Questions

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Should our security be based on tree nodes only ? Select the best fit for your existing business

practice. Select tree nodes, values or both.

How do we migrate this solution when we upgrade ? Roll back the security feature, using un-apply

Security, following the upgrade to the PeopleSoft release reapply security.

Frequently Asked Questions

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Other Available Solutions

Key features of this solution are as follows:

Gain competitive advantage through supplier diversity.

Take better Supplier Diversity Related Purchasing Decisions.

Promote business opportunities for diverse businesses.

Generate various supplier diversity expenditure reports.

Syncs the suppliers in the system with agency published list.

All feed file types are supported (CSV, XML, EXCEL).

Supplier Diversity Reporting Solution

Business Requirements

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Supplier Diversity program is needed for any organization for ensuring that women, minority, and diversified business enterprises are provided the maximum practicable opportunity.

Integrate Supplier Diversity Programs into procurement practices and be an advocate for diverse suppliers.

Having a diverse supplier base strengthens the ability to conduct business across all cultures and geographies.

Federal government and many State governments encourage organizations to follow Supplier diversity program.

Supplier Diversity Challenge

Required to report expenditures based on supplier diversity classifications in order to obtain government contracts

Need automated way to gather the classifications, link them to vendors and report on the expenditures

Associate Data to Vendors

SmartERP Bolt On SolutionClassification Mapping Secure XLS to Database InterfaceApplication Engine to Normalize Data based on Tree

Definition Verity Association Configurable Search on Diversity Data.Page Link on Vendor Record

Associate Data to Vendors

XLS to Database

Exports Data Directly into Database Uses DB Security and Excel Macro

XLS to Data Base

Secure Upload Requires DB Login

Classification Mapping

Tree Structure

Map Data Source

Map Data Source

Define Excel Map

Map Data Source

Transform Required?

Data Upload

On-line Entry and Inquiry

Custom Link on Vendor Component

Custom Entry Page

Mirrors UCSF Vendor Request Form Effective Dated

Reporting

XML PublisherCustom to UCSF

Federal, State, MinorityApplication Engine Populates Reporting RecordRun to Report Repository, Excel or Window

Reporting

Reporting

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Tax reporting capability for Single Payment vendors.

Tax reporting capability for Procurement Card payments

Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft).

1099-S and 1099-Div forms can be generated within Peoplesoft system.

Smart1099 Enhancements

Other Available Solutions

Current Gap

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Peoplesoft Payables gap for 1099 Processing:

Tax reporting can not be done for Single payment vendors/Procurement Card Payments.

Tax reporting can not be done for external invoices created for Vendors (not existing in Peoplesoft).

Peoplesoft delivered 1099 forms include Misc, G and Int.

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Smart Solution

Our offerings:

Tax reporting capability for Single Payment vendors/Procurement Card Payments

Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft).

1099-S and 1099-Div forms can be generated within Peoplesoft system.

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Create a new invoice for a Single Payment Vendor. Upload vouchers created in external system using

Excel upload program. Show various review/correction pages Launch various processes to generate 1099 reports

and IRS tax file from Workbench Showcase product capability of handling 1099 for

interfaced data and single payments.

Demonstration Scenario

Smart Solution

1099 External Vendor Processing Flow

ExcelWeb ServiceXML

IntegrationBroker

SmartLoader

Withholding Txn

Staging

XSLT

Custom 1099Program

AutoLoad

WorkbenchReview

&Approve Txn

External TempVendors

WithholdingTxn

Table

NO

YES

VendorExists NOYES

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What do we need to do for the single payments that we already processed? Workbench provides options to send already processed

data through 1099 processing.

Will there be any impact on existing vendor data? Our solution does not have any impact on PeopleSoft

delivered vendors.

How do we migrate this solution when we upgrade? There is minimum upgrade impact as the delivered pages

are impacted. Please see the product brochure to identify objects that are tagged for upgrade impact. However, impact objects are very few (2 pages).

Frequently Asked Questions

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Enhance and extend ePro Workflow to all Financials Transactions (PO / Voucher / Journals / Invoice / ..)

Extended Notification Functionality Based on Dynamic Routing Rules

Simplified Approval Rule and Approvers Maintenance

Speed Up Approval and Review processes

Ensure Proper Enterprise Governance

Support Ad-hoc Approvers and Reviewers

Enable Third Party Entities to be Part of Your Workflow Process

Smart Workflow Solution

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Demo Scenario

• Electronic Invoices received from vendors are Routed for Approval

• Vouchers created online will be routed for department level approval

Smart Workflow Solution

SMART Consulting Services

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Our services are as follows:

End-to-end implementation. ERP program management. Business process analysis and redesign. Gap analysis. Configuration, customization and implementation. Maintenance, production support and help desk. Upgrades. Enhancements – New functionality, new modules. SOA Services Application integration. Training.

Some of our Clients

State of Delaware – Department of Finance

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http://www.smarterpsolutions.com

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