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Slide 2 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity! March 11, 2014 Session # 33843 Presenters: Paul Taylor, President and CEO Scott Antin, VP Business Development Slide 3 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Agenda Intro to Gideon Taylor and GT eForms What are WorkCenters? Why WorkCenters? Why Integrate GT eForms with WorkCenters? DEMONSTRATION Slide 4 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms Efficiency is Highly Contagious According to David Agosti, Director of Parking Services, Switching the route to two-way traffic will make it EASIER TO NAVIGATE around the campus and STREAMLINE access to future developments on the west side. January 2014: Promising to transform transportation and navigation efficiency, Simon Fraser University announces reconstruction of its main roadway on the west side of its Burnaby, BC campus. Coincidence? We think not Slide 5 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Enhance Your Image with GT eForms! January 2014: JMU named one of the nations Best Value Colleges by the Princeton Review AND No. 3 in U.S. News & World Reports ranking of the Best Undergraduate Teaching universities in the South region. Coincidence? We think not Slide 6 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The GT eForms Winners Circle Cotton Bowl: University of Missouri defeats Oklahoma State, 41-31 Coincidence? We think not Sugar Bowl: University of Central Florida triumphs over Baylor, 52-42 Fiesta Bowl: University of Oklahoma over Alabama, 45-31 Slide 7 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Hey, ScottCan GT eForms Make Me Rich? January 2014: ATK stock soars for the next 15 months, reaching all-time high of $143.70 October 2012: ATK launches Employee Bonus Award eForm. Share Price: $51.94 Coincidence? We think not Slide 8 COPYRIGHT 2014 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. GTs mission is to revolutionize business processes through the use of automation, integration and electronic forms technology. GTs vision is to help businesses create solutions that realize the full value of their ERP technology platform investments. Founded in 2001 by Paul Taylor, Original creator of GT eForms and ePAF Slide 9 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED HCM Financials/Supply Chain Campus Solutions GT eForms 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 Slide 10 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED What are WorkCenters? PeopleSoft WorkCenters provide a desktop workspace, which can be organized by role and task, to enable users to more efficiently and effectively execute a wide array of job-related functions. Introduced in 9.1/PT 8.52 Pre-developed templates; extended configurability in 9.2/8.53 Workspace divided into NAVIGATION area and TRANSACTION area Activity guides can lead users through series of predefined actions Role-based security Links can be configured for PeopleSoft components or external URLs Links secured by role, user, or permission list Slide 11 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The Big Picture Interaction Hub Department WorkCenter Financials Department WorkCenter HCM Department WorkCenter Campus Solutions Reports/QueriesInternal/External Links PeopleSoft Applications GT eForms Slide 12 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Navigation Area Transaction Area Slide 13 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Why WorkCenters? What users needat their fingertips Deliver instant access on the desktop to most frequent tasks, data and applications Greater productivity Leverage activity guides and retain full navigation on the desktop while executing transactions Enhanced user experience Enable users to configure their workspace to the way they work Role-based security Conveniently and securely manage access to applications, pages, links, and other content by employee role Slide 14 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED ePerformance WorkCenter Time & Labor WorkCenter Contracts WorkCenter Grants WorkCenter Accounts Payable WorkCenter Supply and Demand WorkCenter Examples of Delivered WorkCenters Slide 15 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Why add GT eForms to WorkCenters? In a word? WORKFLOW!!! EEnable collaborative processes Many transactions arent limited to only one user AApply rule-based logic Rules for business processes vary by company, by department, by user, by transactionby any variety of parameters CCreate intuitive self-service Intelligent forms and guided self-service make it EASIER and FASTER for users to do more SSAVE I.T.!! Empower the business If analysts know what needs to be done, let them do it DDeliver solutions faster Build powerful, workflow-enabled solutions faster and easier than delivered PeopleSoft tools Slide 16 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Why add WorkCenters to GT eForms? Bring all your work together Convenient access to your eForms, PeopleSoft applications, dashboards, links to external sites and applications Forms at your fingertips Where they are, what theyre doing, where theyre headed next Your work, your way Configure your workspace to fit the way you work Drill, baby, drill! Many ways to aggregate eForms information and drill into detail when you need it Slide 17 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Slide 18 Slide 19 Quickly launch eForm actions Access frequently-used PeopleSoft applications Stay on top of urgent alerts and messages Slide 20 Select an eForm to View or Evaluate from the list of Pending Approvals The selected eForm opens in the Transaction area, ready for the user to take action Slide 21 Selecting Aging Distribution from the Reports tab brings up a summary graphic and table Drilldown produces list of outstanding eForms, with links to take action on individual forms Slide 22 COPYRIGHT 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Contact Information Scott Antin VP Business Development Offc: 651.207.6599 Cell: 651.271.3827 scott@gideontaylor.com www.gideontaylor.com Paul Taylor President / CEO Offc: 801.434.7260 paul@gideontaylor.com www.gideontaylor.com