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

2. 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
Aa 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

3. PeopleSoft Footprint
April 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

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

5. 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

6. Classic

7. Classic Homepage

8. 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.

9. 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).

10. Fluid = Tiles, Navigation Collections & Workcenters

11. 13 Types of Tiles Tiles Other Homepages Announcements External Links
Work Orders 13
Dynamic
Security Based & Navigation Collections

12. 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.

13. 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.

14. 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.

15. Navigation Collections

16. Workcenter Dashboards

17. 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.

18. LIVE DEMO

19. Training & Communication

20. Approach to training General Navigation video for all users
3 minute tutorial _Videos_2017/PeopleSoft_Upgrade_Overview.mp4
“no surprises”
Targeted webex and communication s to key groups
ePro users
Expense users
Integrated updates in regular meetings with stakeholders

21. Benefits & Lessons Learned

22. 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

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