peoplesoft to go: optimize your peoplesoft mobile platform
TRANSCRIPT
REMINDER
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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• [email protected]
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• [email protected]
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