Powerful eForms Tools for Analysts Not Just for …gideontaylor.com/downloads/GT_Session-Powerful_e... · HCM Financials/Supply Chain ... NEW Workflow Engine • NEW WORKFLOW ENGINE

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Powerful eForms Tools for Analysts – Not Just for Techies Anymore! Mid Atlantic HEUG Regional Conference

June 2, 2015

Presenter:

• Scott Antin, VP Business Development


Agenda

• Intro to Gideon Taylor and GT eForms™

• The Motivation for Automation

• Functionally-driven Form Creation

• The Impact of eForms (or The Motivation for Automation REPRISE)


12-year focus on revolutionizing business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology

Specialists in business process analysis, design and simplification

Dozens of PeopleSoft -based electronic forms implementations, successfully automating complex business processes

Extensive experience in higher education

PeopleTools-based bolt-on toolkit and business process / forms templates

GT’s vision is to help our clients work simply, effectively, efficiently, and flexibly

Gideon Taylor Consulting


A few of our clients…


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

Receipts eForm

Deposit eForm


Smooth Slide from Simple to Complex

PeopleSoft Forms & Approval Builder Smart HR Templates Electronic Document Management Systems (EDMS) Business Process Automation (BPA/BPM) Tools Custom Development

GT eForms™

• Simple, functional form creation • Fields on a page

• Basic workflow • Updates to PeopleSoft

Conditional pageflow and field display Restricted valid values Advanced validation Complex workflow Configurable logic Auto-population

• Required fields

• Basic edits • Attachments


Feature/Function PS Forms and

Approval Builder Smart HR Templates

Custom w/ Approval Framework

GT eForms™ 3.0

Purely functional form creation

Multiple approvers

Handle attachments

Inline instructions

Form Messages

Conditional approval paths

Email notifications

Conditional PageFlow

Conditionally hide or display fields

Updates to PeopleSoft

Single form to manage multiple actions

Advanced data validation

Auto-populate data

Intelligently derive and default data

Unrestricted PeopleTools development

= Tool-guided tech task

= “Yeah, but…”

= Functional task

= Unstructured technical task


NEW Form Engine

• NEW FORM ENGINE enables purely functional forms creation

o Empower business analysts to create fully-functioning, logic-driven electronic forms on their own, including page design, pre-population of data, cascading lookups and more, with little or no technical assistance

o Form design from within the active form, allowing analysts to see exactly what the form looks like as they create it

o ‘Smooth slide’ from simple to complex enables increasing complexity without having to start over again or use another form tool


NEW GT Logic Engine™

• NEW GT LOGIC ENGINE™

o Enables business analysts to create and configure form logic to meet complex business process requirements, including conditional field and page display, read-only and required field properties, conditional workflow and more

o Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in troubleshooting forms in process.


NEW Workflow Engine

• NEW WORKFLOW ENGINE

o Native integration with delivered PeopleSoft Approval Framework / AWE

o Powerful configuration tools to allow business analysts to create workflow routing within AWE without technical assistance.



Smelling Salts available in the lobby…

Start simple…with fields on a page, then…

• ADD pre-population

• ADD prompts

• ADD cascading lookups

• ADD dynamic dependencies

• ADD conditions

• ADD routing

• ADD notifications

• And more!


Design your user experience…


GT OnBoarding™


GT eForms™ Cheat Sheet

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, student, and financial data – no external interfaces to maintain!

Leverage existing PeopleSoft security and infrastructure

Faster and more robust solution development than delivered PeopleSoft tools

Configuration-based form creation and management of form design, rules, and routing

Easy query, reporting and analytic capabilities

Unlimited flexibility in presentation, pageflow, workflow, and routings


The Impact of eForms…

Less time to create forms and complete transactions

Faster turnaround

Less training

Fewer errors / greater accuracy

Integrated automation across related processes

Common user experience across transactions and across PS releases

Less reliance on scarce technical resources

Less paper! Less storage! NO lost forms!


Contact Information

Scott Antin VP Business Development

Offc: 651.207.6599 Cell: 651.271.3827

[email protected] www.gideontaylor.com

mailto:[email protected]

http://www.gideontaylor.com/

Documents

Powerful eForms Tools for Analysts Not Just for …gideontaylor.com/downloads/GT_Session-Powerful_e... · HCM Financials/Supply Chain ... NEW Workflow Engine • NEW WORKFLOW ENGINE