Fluid Tiles, Workcenters and Navigation Collections Cynthia Shumway, Camille Gardner & Mark Olson Intermountain Healthcare July 2018

A Large, Integrated Health System with a Tradition of Innovation Helping people live the healthiest lives possible TM 39,500 employees $2 B non-labor spend AA+ Standard & Poor’s Aa1 Moody’s Based in Salt Lake City, Utah Intalere 1986 Started 2015 Ownership Commercial platform $9B Spend GPO Medical Group 1994 Started 1,400 Employed physicians 4,000 Affiliated physicians 200+ Clinics Continuum Care TeleHealth Homecare Life Flight Central lab Central pharmacy Hospitals 1975 Began 22 Hospitals 2,800 Beds 1983 Started SelectHealth 850,000 Members Health Plans

PeopleSoft Footprint April 2014 - Implemented PeopleSoft FSCM 9.1 with OMCS 2016 – PeopleTools 8.55 June 2017 PeopleSoft 9.2 – PUM 19 & FLUID March 2018 – PeopleTools 8.56 & PeopleSoft PUM 25 +some selective adoption Inventory Purchasing eProcurement Strategic Sourcing Supplier Contracts eSupplier Accounts Payable eSettlements General Ledger Expense Asset Management Maintenance Management Project Costing Receivables Grants Management Contracts Treasury

Overview Considerations/Opportunities Fluid = Tiles Classic vs Fluid Fluid = Tiles Navigation Collections Workcenters Training & Communication Lessons Learned

9.2 project “Lift & Shift” - Considerations for implementing Fluid Benefit to key stakeholder - does it simplify & improve the experience? 01 Overcome the new navigation frustrations “Where are my breadcrumbs” 02 Drive users to what they should be doing on a daily basis 03

Classic

Classic Homepage

Classic Navigation Classic navigation involves drilling down into file structure from the top level. Drawbacks include getting lost on the wrong path, or losing the path if you mouse falls off the navigation. Also, visually ‘messy’ (but you can see the path). One thing that’s missed is ‘breadcrumbs’—we chose to turn off with Fluid Navigation.

Fluid Navigation Fluid navigation: customizable by user (reorder and add/delete tiles), cleaner UI, less likely to used as the primary mode of getting to a page (at least those that are frequently visited).

Fluid = Tiles, Navigation Collections & Workcenters

13 Types of Tiles Tiles Other Homepages Announcements External Links Work Orders 13 Dynamic Security Based & Navigation Collections

Fluid Homepages and Tiles Intermountain Homepage Fluid homepages—users can have multiple homepages, which are a collection of tiles grouped by module or common tasks. We created a default ‘Intermountain Homepage’ that all users would initially land on when signing into PeopleSoft. From there, we had links to common tasks, other module homepages, and training documentation. ePro Hompage was designed as a one-stop shop for requisitioners with all the links and tools they would need in the requisitioning process, including reports and training. Fluid homepages are more customizeable by users—they can customize the delivered ones or create their own.

Fluid Homepages and Tiles Intermountain Homepage Inventory Homepage Fluid homepages—users can have multiple homepages, which are a collection of tiles grouped by module or common tasks. We created a default ‘Intermountain Homepage’ that all users would initially land on when signing into PeopleSoft. From there, we had links to common tasks, other module homepages, and training documentation. ePro Hompage was designed as a one-stop shop for requisitioners with all the links and tools they would need in the requisitioning process, including reports and training. Fluid homepages are more customizeable by users—they can customize the delivered ones or create their own.

Fluid Homepages and Tiles Intermountain Homepage Inventory Homepage ePro Homepage Fluid homepages—users can have multiple homepages, which are a collection of tiles grouped by module or common tasks. We created a default ‘Intermountain Homepage’ that all users would initially land on when signing into PeopleSoft. From there, we had links to common tasks, other module homepages, and training documentation. ePro Hompage was designed as a one-stop shop for requisitioners with all the links and tools they would need in the requisitioning process, including reports and training. Fluid homepages are more customizeable by users—they can customize the delivered ones or create their own.

Navigation Collections

Workcenter Dashboards

Workcenter Dashboards Designed for specific roles to provide a centralized area for users to access data and perform tasks without leaving the workcenter. Reduces time in navigation through menus, and keeps key data visible.

LIVE DEMO

Training & Communication

Approach to training General Navigation video for all users 3 minute tutorial http://media.co.ihc.com/ihcu/ihcu/fin/PeopleSoft/Upgrade _Videos_2017/PeopleSoft_Upgrade_Overview.mp4 “no surprises” Targeted webex and communication emails to key groups ePro users Expense users Integrated updates in regular meetings with stakeholders

Benefits & Lessons Learned

Key Benefits Lessons Learned Improved user experience Efficiency/Time Savings – fewer clicks Intuitive - minimized training Lessons Learned Functional gaps Work Centers don’t work in multiple windows Gaps within some modules e.g. expense proxy Include stakeholders in design of navigation collection

Please complete a session evaluation Session ID: 123456 Contact Info: email@email.com Tel: 555.555.1234