BI Publisher leads to Business Process Improvements

Name: Kristin Thill McKenzie

Title: IT Manager, Business Systems

Company: Port of Portland

Leveraging BI Publisher for HCM (& more)

Business Process Improvement

Session ID#: 2017JDE-102750

#JDEINFOCUS

Introductions

■ Kristin Thill McKenzie – Port of Portland

IT Manager – Business Systems

HCM SIG Demo Coordinator

■ JDE at the Port

E1 9.2

Tools 9.2.1.2

Financials and US Payroll and Benefits for about 800 EE

Multiple uses of BI Publisher

BPI with BIP

Business Process Improvements with BI Publisher

Port success stories include

Simple start with AR Statements

Simplified Verification of Employment

ACH email….external emails to ACH vendors

Server and software license consolidation for AP/Payroll checks

Streamlined report submission during Open Enrollment

Enhanced report generation for HR Direct Deposit approvals

Self-Service access to W2

Improved Benefit Statements

Planned BPI with BIP

Invoice conversion to BIP will allow for emailing invoices

Success starts with small steps

Verification of Improvement: VOE

External emails to ACH vendors

AP Checks & Payroll Checks

Open Enrollment report submission

Invoice improvements and email goals

B4: Standard JDE form design

After: BI Publisher design

Self Service BI Publisher: W2

Making a statement: Benefit Statements

Please complete the session evaluationWe appreciate your feedback and insight

Session ID# 2017JDE-102750

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