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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Automate THIS! Flexible Workflow Solutions for ANY Business Process
Alliance ConferenceMarch 19, 2013
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
“We just need a simple electronic form…”
… and we just need to have their manager approve it…
“All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they’re nominating, why they’re nominating them, and the amount they’re nominating them for.”
…unless the award amount
is over $1,000…
…and then if we could have it update the system on the
backend and add the pay once it’s been
approved…
…oh, and I guess that all of them
need to be reviewed by the
divisional HR approver…
…of course, if it’s over $5,000…
….hmmm, but if the manager is out it
needs to route to the delegate…
…and we do need to make sure it’s routing to
the appropriate managers based on our
organization…
…oh, and did we talk about nominating
teams?
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Agenda
1. Welcome and Introductions• Scott Antin, VP Business Development
• Paul Taylor, President and CEO
2. “Automate THIS!” – Automating complex business processes
3. Demonstration – Automated hiring process
4. “Looking in the toolbox” – PS Forms and Approval Builder, Approval Framework, and GT eForms…How do they compare?
5. Demonstration – Automated eForms development
6. Q & A
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
So…Automate THIS!
Search for Hiring Candidate
Validate Identity / Enter Personal Information
Enter Job Information Upload Attachments / Add Comments
Form routes to designated approver(s)
Update PeopleSoft1
2
3 4
6
5 First ApproverFirst Approver
First ApproverFirst Approver
“N” Approver
Hire Process
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™ Demonstration:
Hire eForm
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Who is Gideon Taylor?
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Gideon Taylor Consulting
Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education and government organizations.
GT’s mission is to revolutionize business processes through the use of automation, integration and electronic forms technology.
GT’s vision is to help businesses create solutions thatrealize the full value of their ERP technologyplatform investments.
Founded in 2001 by Paul Taylor,Original creator of GT eForms™ and ePAF™
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Representative Clients
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
The Products We Bring GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage:
o Custom Self-Service Applications and Electronic Formso Workflow, Notifications, Approvals and Electronic Signatureso Service-Oriented Architecture (SOA) Integrations
ePAF™ – Suite of pre-developed eForm templates for personnel actions, including:o Hires, rehires, transfers, additional jobso Pay changes, promotions / demotions, reclassifications, FTE changes, funding changes, data changes,
position changeso Terminations, retirement, leaves of absence
GT OnBoarding™ – Integrated, one-stop portal solution for new hire forms and orientation
GT Expenses – Integrated end-to-end expense solution from request to reimbursemento Travel request and advance approvals; Itemized claims for travel and non-travel expenseso Seamless integration with payroll and accounts payable for automated reimbursement
Experience
Consulting Methods
Functionally
Managed Products
Enterprise License
Community Solution Sharing
GT Paperless I-9™ with E-Verify Integration™ – Reg-compliant, electronic employee eligibility verificationo Pre-populates from HCM; electronic signatures; compliance editso E-Verify case opens automatically; Fully-guided Tentative Non-Confirmation process
GT eForm Library – Growing compendium of pre-developed eForm Templates for HR, Financials, Supply Chain and Campus Solutions
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
HCM
Financials/Supply Chain
Campus Solutions
GT eForm Library for PeopleSoft
GT ePAF™
GT OnBoarding™
GT eVoucher™
GT Paperless I-9™
GT E-Verify Integration™
GT Personnel eFile™
GT eTime™
GT ePost™
Security eForm
Overtime eForm
Non-Tuition Fee Request eForm
Merit eForm
Reports To eForm
Leave Cash-Out eForm
Additional Pay eForm
Undergrad Academic Record Change
E-Degree Certification Description
Faculty Discipline Description
Faculty Teaching Certification
Graduate Status Change
Thesis and Dissertation Release Option
Travel Fellowship Application
Travel Fellowship Expense Report
Expense Approval
Expense Reimbursement
Readmission Application
Grade Change
Course Add/Drop/Withdraw
Faculty Promotion/Tenure
Credit Card Reconciliation
Vendor Add/Update
Journal Voucher
Delegation eForm
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™ Key Advantages
Leverage existing valid values and system edits
Use existing hardware and software architecture
Integrated with delivered PeopleSoft workflow capabilities, including PeopleSoft user workflow profiles
Easy query, reporting and analytic capabilities
Bolt-on workflow framework and toolset for PeopleSoft
Built 100% in PeopleTools – Familiar toolset for your development team
Native, real-time access to PeopleSoft data, including employee and financial data – no external interfaces to maintain!
Leverage existing PeopleSoft security
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
A Unique Focus on Efficiency
Innovative Discovery and Design Approach Simplify – Remove unneeded elements,
conditionally include elements
Default and Automate – default elements, automate user tasks
Edit – Leverage system edits, add custom edits
Restrict – Limit valid values
Facilitate – Guided user experience, faster loads/saves, workflow
Experience
Consulting Methods
Functionally
Managed Products
Enterprise License
Community Solution Sharing
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Looking in the toolbox…
Let’s look at three available options:
1) PeopleSoft Forms and Approval Builder
2) Approval Framework (AWE)
3) GT eForms™
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Criteria for comparison“Simple” – How easy is it to develop, modify, and use?
“Complex” – How well does it handle complex business requirements (e.g. data edits/calculations, conditional approvals, branching)?
“Complete” – Does it provide an end-to-end solution (e.g. UI, workflow, integration, etc.)?
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
PeopleSoft Forms and Approval BuilderWhat it is: Simple form design tool; completely functional creation
Things to keep in mind: Unable to auto-populate existing data from PS or other sources Business rules limited to only enforcing which fields are mandatory Unable to incorporate grids or multiple rows Branching and conditional approvals are not supported Cannot add additional attachments once a form has been saved and
exited Limited security options
What is it best used for?
Simple, unsecured business processes with little or no complexity, and linear approval requirements
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Approval Framework (AWE)What it is: Full-featured, robust approval engine supporting branching and conditional approvals, with configuration-driven routing behavior
What is it best used for?
Workflow-enabling existing custom applications that require robust approval management
Things to keep in mind: This is an approval engine ONLY – no application included (you have to
build the user pages and components yourself) Significant technical development and programming required to hook the
approval engine into an application Very complicated configuration process
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™What it is: Robust forms development framework, with fully-integrated approval engine that supports branching and conditional approvals, with configuration-driven routing behavior
How it compares:
Unlimited flexibility in designing and developing end-to-end custom self-service applications and eForms solutions
Setup-table design to enable functional management and modification of business process logic, page design, approvals, routings, and notifications, with little or no technical development
Intuitive page-flow design to easily guide users through process Rapid development environment for robust custom forms creation PeopleTools-based foundation for seamless bolt-on integration Service Oriented Architecture to easily extend to third-party applications and
processes
What is it best used for?
Delivering complete automation for any business process regardless of complexity
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
How do they score?
Simpleto develop
Supports
Complexrequirements
Provides
Completesolution
PS Forms and Approval Builder
Approval Framework (AWE)
GT eForms™
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
How do they score?
Simpleto develop
Supports
Complexrequirements
Provides
Completesolution
PS Forms and Approval Builder
Approval Framework (AWE)
GT eForms™
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
What About Complex Workflow Applications? Full GT eForms™ Structure
User-Facing Application
DeliveredPeopleSoft
Workflow
IntegrationDownstreamAutomations
Reporting
GT AWEor
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT Form Forge™ Demonstration
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT eForms™ Solution Architecture
ERP Layer(PeopleSoft)
eForms Layer
Simplified, task-specific eForm pages Workflow automatically moves
eForm from user to user
Interface from eForm Layer to ERP Layer
Cumbersome delivered entry pages
What About Complex Workflow Applications?
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
eForms Layer can Present SOA Externally
Interface from eForm Layer to ERP Layer
GT eForms™ SOA Architecture
ERP Layer(PeopleSoft)
Delivered entry pages
Compo
nent
Inte
rface
eFor
ms L
ayer
Web
Ser
vice
Web Service
Web
Ser
viceAny
SO
A-B
ased
Sys
tem
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Reaping the Benefits
Bottom-Line Impact!U Utah: 88% decrease in over/comp time first 6 months
Better and faster resultsU Houston: Average process time from 15 days to 3 days
Less human effortU Florida: 75% reduction in total human effort
More replicable business processesU Florida: Error rate from 68% to 1%
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Easier to train usersU Florida: Reduced PAF training from 8 hours to 1½ hours
Easier to auditOUHSC: Internal auditors praised solution for ease of oversight
Storage / retrieval / permanenceU Utah: Eliminated vexing problem of HR forms lost in routing
Green Savings – Reduced paper / material / storage costs
BYU: Went from seven huge paper filing systems to one
Reaping the Benefits
COPYRIGHT © 2012 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
…and you’re on your way to eForms Nirvana!
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Questions?
COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Contact Information
Scott AntinVP Business Development
Offc: 651.207.6599Cell: 651.271.3827
Paul TaylorPresident / CEO
Offc: [email protected]