copyright © 2013 gideon taylor consulting. all rights reserved automate this! flexible workflow...

COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED

Automate THIS! Flexible Workflow Solutions for ANY Business Process

Alliance ConferenceMarch 19, 2013


“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?


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


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


GT eForms™ Demonstration:

Hire eForm


Who is Gideon Taylor?

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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™


Representative Clients


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


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


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


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


Looking in the toolbox…

Let’s look at three available options:

1) PeopleSoft Forms and Approval Builder

2) Approval Framework (AWE)

3) GT eForms™


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.)?


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


Approval Framework (AWE)What it is: Full-featured, robust approval engine supporting branching and conditional approvals, with configuration-driven routing behavior


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


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


Delivering complete automation for any business process regardless of complexity


How do they score?

Simpleto develop

Supports

Complexrequirements

Provides

Completesolution

PS Forms and Approval Builder

Approval Framework (AWE)

GT eForms™


What About Complex Workflow Applications? Full GT eForms™ Structure

User-Facing Application

DeliveredPeopleSoft

Workflow

IntegrationDownstreamAutomations

Reporting

GT AWEor


GT Form Forge™ Demonstration


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?


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


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%


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


…and you’re on your way to eForms Nirvana!


Questions?


Contact Information

Scott AntinVP Business Development

Offc: 651.207.6599Cell: 651.271.3827

[email protected]

Paul TaylorPresident / CEO

Offc: [email protected]

mailto:[email protected]

http://www.gideontaylor.com/

mailto:[email protected]

http://www.gideontaylor.com/

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