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COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity! March 11, 2014 Session.

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Presentation on theme: "COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity! March 11, 2014 Session."— Presentation transcript:

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2 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity! March 11, 2014 Session # Presenters: Paul Taylor, President and CEO Scott Antin, VP Business Development

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

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…

5 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Enhance Your Image with GT eForms™! January 2014: JMU named one of the nation’s ‘Best Value Colleges’ by the Princeton Review… AND …No. 3 in U.S. News & World Report’s ranking of the Best Undergraduate Teaching universities in the South region. Coincidence? We think not…

6 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The GT eForms™ Winners’ Circle Cotton Bowl: University of Missouri defeats Oklahoma State, Coincidence? We think not… Sugar Bowl: University of Central Florida triumphs over Baylor, Fiesta Bowl: University of Oklahoma over Alabama, 45-31

7 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Hey, Scott…Can GT eForms™ Make Me Rich? January 2014: ATK stock soars for the next 15 months, reaching all-time high of $ October 2012: ATK launches Employee Bonus Award eForm. Share Price: $51.94 Coincidence? We think not…

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. 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 that realize the full value of their ERP technology platform investments. Founded in 2001 by Paul Taylor, Original creator of GT eForms™ and ePAF™

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

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

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™

12 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Navigation Area Transaction Area

13 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Why WorkCenters?  What users need…at 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

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

15 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Why add GT eForms™ to WorkCenters? In a word? W–O–R–K–F–L–O–W!!! EEnable collaborative processes – Many transactions aren’t limited to only one user AApply rule-based logic – Rules for business processes vary by company, by department, by user, by transaction…by any variety of parameters CCreate intuitive self-service – Intelligent forms and guided self-service make it EASIER and FASTER for users to do more SSAVE I.T.!! Empower the business – If analysts know what needs to be done, let them do it DDeliver solutions faster – Build powerful, workflow-enabled solutions faster and easier than delivered PeopleSoft tools

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 they’re doing, where they’re 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

17 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED

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19 Quickly launch eForm actions Access frequently-used PeopleSoft applications Stay on top of urgent alerts and messages

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

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

22 COPYRIGHT © 2014 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Contact Information Scott Antin VP Business Development Offc: Cell: Paul Taylor President / CEO Offc:


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