FABulous Fluid – PeopleSoft Forms and Approval Builder Regional Conference Series | 2017 Paul Taylor President and CEO Scott Antin VP Business Development

Gideon Taylor Consulting Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education, and government organizations. Our MISSION is to revolutionize business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology. Our VISION is to help our clients work simply, effectively, efficiently, and flexibly. Founded in 2001 by Paul Taylor, Original creator of GT eForms™ and ePAF™

Some of our clients… Some of our clients…

Life Insurance Enrollment Form This is the form that we’ll try to build with the PeopleSoft Forms and Approval Builder (FAB). It’s a Life Insurance Enrollment form that is required to be completed by an employee to enroll in or change their insurance and dependent elections.

Life Insurance Enrollment Form This is the 2nd page of the life insurance enrollment and change form. It provides instructions on beneficiary designation.

PeopleSoft Forms and Approval Builder “FAB” DEMONSTRATION Watch the demo video of the Life Insurance Enrollment and Change Form using PeopleSoft Forms and Approval Builder at: https://youtu.be/-aH5JefQIqA

How far did we get? Setup fields on pages Defined basic field attributes Setup prompts Configured basic approval routing Included instructions (outside of form page)

FAB – The ‘Good’ Delivered as part of Enterprise Components – FREE Configuration-based tool Fluid! Drag-and-drop form design Prompt control – cascading lookups Configurable workflow for basic, linear approvals using PeopleSoft AWE

FAB – The ‘Good’ Configurable mapping to Component Interface to ADD NEW records. Supports attachments Basic email notifications Test Fluid responsiveness within the form designer Translate values Effective dates (start/stop) to manage form availability

FAB – The ‘Challenges’ Be ready to fill-in EVERYTHING. PS Forms doesn’t offer auto-population or defaulting; users manually complete every field on the form that is needed for a particular transaction. NO conditional form behavior. PS Forms are designed to show everything to each form participant, and not enable the conditional display of data or form details. LIMITED approval routing. PS Forms are limited to simple, linear approval paths unless you undertake technical development with the Approval Workflow Engine.

FAB – The ‘Challenges’ All or nothing access. As delivered, anyone with access to PeopleSoft Forms has access to ALL PeopleSoft Forms. Watch out for field limits! You’re limited to how many of certain field types you can have in your form (e.g. 10 checkboxes, 5 long text fields, 8 date fields, 10 dropdown fields) Only one ‘Owner’ (user) can be assigned to modify a form. Since all forms share the same generic Record, Query Manager does not display unique field labels – only generic field types for every form

FAB – The ‘Challenges’ Final approver must click ‘APPROVE’ and then ‘SAVE & POST FORM’ to pass form data to Component Interface (and no notification sent to administrator if Component Interface isn’t successful) Cannot change approval routing after form has been activated No grids No defaulting Limit of 18 characters for field labels Does not store approval log data

FAB – The ‘Challenges’ Cannot delete fields once a form has been activated Cannot change field types after activation No option for inline instructions Migrations Want the form to update or change existing data? FAB is not designed to do that… From PeopleBooks: “The integration can be used only to add new records, not to update existing data.”

How much do you want to automate? This much? Hiding the complexity of a business process from its participants is like burying a pyramid in sand. The more you want to hide, the more work it’s going to be, and the tools you use can determine how effective and efficient your solution will (or will not) be. Many tools like PeopleSoft Forms and Approval Builder and non-PeopleSoft-based form builders only let you automate part of the process, leaving it up to your users to know which form to use for which action, what data to enter (and whether that data is accurate), which fields to fill out, which ones can be left blank, etc. What if you could make it easier on them?

How much do you want to automate? …or this much? There is a trade-off to be made and a balance to be struck between the project investment and the user experience. Every inch higher on the pyramid requires more sand to bury than the inch before it. You only pay for the project once, though, while you reap savings from a simple user experience over and over. If you’re training and paying lots of users to climb a pyramid every day, you want the portion of the pyramid they see to be as small as possible…making the process as EASY and EFFICIENT as possible. By allowing you to define your unique business rules and processes within the form logic, GT eForms enables you to hide as much of that pyramid as you want, giving your users a simple, fast, and efficient process, and ensuring your data is as accurate as possible.

GT eForms™ Demonstration Watch the demo video of the Life Insurance Enrollment and Change Form using GT eForms™ at: https://youtu.be/mU2OZvp06GY

As percentage of automation goes UP… …these go DOWN Time to task completion Amount of effort Number of errors Calls to the help desk Operating costs Amount of training Documentation 0% 100% Percentage automation of a business process

A Comparison… FAB GT

Fluid PS Forms and Approval Builder GT eForms™ = Functional task = Unstructured technical task = Tool-guided tech task = “It can do it, BUT…” Feature/Function Fluid PS Forms and Approval Builder GT eForms™ Purely functional form creation Handle attachments Inline instructions Form Messages Conditional approval paths Email notifications Conditionally hide or display fields/segments/pages Auto-populate and dynamically update form data Advanced data validation Updates to PeopleSoft Intelligently derive and default data PeopleTools-extensible development Mobile Drag-and-Drop field placement Cascading valid value lookups

GT eForms™ – Design Your User Experience

GT eForms™ – Unlimited Flexibility 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 workflow, security and infrastructure Faster and more robust solution development than delivered PeopleSoft tools Configuration-based form creation and management with setup tables to control business logic, form actions and routing Easy query, reporting and analytic capabilities Unlimited flexibility in presentation, pageflow, workflow, and routings Native integration within PeopleSoft WorkCenters Multiple dashboards and worklist options to manage forms in process

GT E-Verify Integration™ The GT eForm Library™ Credit Card Reconciliation GT eTime™ Receipts eForm HCM Faculty Discipline Description GT Personnel eFile™ GT ePAF™ GT Paperless I-9™ Travel Fellowship Application Additional Pay eForm Faculty Teaching Certification Expense Reimbursement Thesis and Dissertation Release Option GT ePost™ Course Add/Drop/Withdraw Reports To eForm Financials/Supply Chain Journal Voucher Non-Tuition Fee Request eForm Undergrad Academic Record Change Grade Change Delegation eForm GT E-Verify Integration™ Readmission Application Security eForm GT OnBoarding™ Campus Solutions Travel Fellowship Expense Report Leave Cash-Out eForm Expense Approval Vendor Add/Update Graduate Status Change Overtime eForm GT eVoucher™ E-Degree Certification Description Deposit eForm Merit eForm Faculty Promotion/Tenure

Scott Antin VP Business Development 651.207.6599 | Office 651.271.3827 | Cell scott@gideontaylor.com www.gideontaylor.com