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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Automate THIS! Flexible Workflow Solutions for ANY Business Process Alliance Conference March 19, 2013
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED “We just need a simple electronic form…” … and we just need to have their manager approve it… “All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they’re nominating, why they’re nominating them, and the amount they’re nominating them for.” …unless the award amount is over $1,000… …and then if we could have it update the system on the backend and add the pay once it’s been approved… …oh, and I guess that all of them need to be reviewed by the divisional HR approver… …of course, if it’s over $5,000… ….hmmm, but if the manager is out it needs to route to the delegate… …and we do need to make sure it’s routing to the appropriate managers based on our organization… …oh, and did we talk about nominating teams?
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Agenda 1.Welcome and Introductions Scott Antin, VP Business Development Paul Taylor, President and CEO 2.“Automate THIS!” – Automating complex business processes 3.Demonstration – Automated hiring process 4.“Looking in the toolbox” – PS Forms and Approval Builder, Approval Framework, and GT eForms…How do they compare? 5.Demonstration – Automated eForms development 6.Q & A
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED So…Automate THIS! Search for Hiring Candidate Validate Identity / Enter Personal Information Enter Job Information Upload Attachments / Add Comments Form routes to designated approver(s) Update PeopleSoft 1 2 3 4 6 5 First Approver “N” Approver Hire Process
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms™ Demonstration: Hire eForm
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Who is Gideon Taylor? ? ? ? ? ? ? ? ? ? ? ?
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COPYRIGHT © 2013 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™
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Representative Clients
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The Products We Bring GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage: o Custom Self-Service Applications and Electronic Forms o Workflow, Notifications, Approvals and Electronic Signatures o Service-Oriented Architecture (SOA) Integrations ePAF™ – Suite of pre-developed eForm templates for personnel actions, including: o Hires, rehires, transfers, additional jobs o Pay changes, promotions / demotions, reclassifications, FTE changes, funding changes, data changes, position changes o Terminations, retirement, leaves of absence GT OnBoarding™ – Integrated, one-stop portal solution for new hire forms and orientation GT Expenses – Integrated end-to-end expense solution from request to reimbursement o Travel request and advance approvals; Itemized claims for travel and non-travel expenses o Seamless integration with payroll and accounts payable for automated reimbursement Experience Consulting Methods Functionally Managed Products Enterprise License Community Solution Sharing GT Paperless I-9™ with E-Verify Integration™ – Reg-compliant, electronic employee eligibility verification o Pre-populates from HCM; electronic signatures; compliance edits o E-Verify case opens automatically; Fully-guided Tentative Non-Confirmation process GT eForm Library – Growing compendium of pre-developed eForm Templates for HR, Financials, Supply Chain and Campus Solutions
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED HCM Financials/Supply Chain Campus Solutions GT eForm 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
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms™ Key Advantages Leverage existing valid values and system edits Use existing hardware and software architecture Integrated with delivered PeopleSoft workflow capabilities, including PeopleSoft user workflow profiles Easy query, reporting and analytic capabilities 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 and financial data – no external interfaces to maintain! Leverage existing PeopleSoft security
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED A Unique Focus on Efficiency Innovative Discovery and Design Approach Simplify – Remove unneeded elements, conditionally include elements Default and Automate – default elements, automate user tasks Edit – Leverage system edits, add custom edits Restrict – Limit valid values Facilitate – Guided user experience, faster loads/saves, workflow Experience Consulting Methods Functionally Managed Products Enterprise License Community Solution Sharing
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Looking in the toolbox… Let’s look at three available options: 1)PeopleSoft Forms and Approval Builder 2)Approval Framework (AWE) 3)GT eForms™
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Criteria for comparison “Simple” – How easy is it to develop, modify, and use? “Complex” – How well does it handle complex business requirements (e.g. data edits/calculations, conditional approvals, branching)? “Complete” – Does it provide an end-to-end solution (e.g. UI, workflow, integration, etc.)?
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED PeopleSoft Forms and Approval Builder What it is: Simple form design tool; completely functional creation Things to keep in mind: Unable to auto-populate existing data from PS or other sources Business rules limited to only enforcing which fields are mandatory Unable to incorporate grids or multiple rows Branching and conditional approvals are not supported Cannot add additional attachments once a form has been saved and exited Limited security options What is it best used for? Simple, unsecured business processes with little or no complexity, and linear approval requirements
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Approval Framework (AWE) What it is: Full-featured, robust approval engine supporting branching and conditional approvals, with configuration-driven routing behavior What is it best used for? Workflow-enabling existing custom applications that require robust approval management Things to keep in mind: This is an approval engine ONLY – no application included (you have to build the user pages and components yourself) Significant technical development and programming required to hook the approval engine into an application Very complicated configuration process
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms™ What it is: Robust forms development framework, with fully-integrated approval engine that supports branching and conditional approvals, with configuration-driven routing behavior How it compares: Unlimited flexibility in designing and developing end-to-end custom self-service applications and eForms solutions Setup-table design to enable functional management and modification of business process logic, page design, approvals, routings, and notifications, with little or no technical development Intuitive page-flow design to easily guide users through process Rapid development environment for robust custom forms creation PeopleTools-based foundation for seamless bolt-on integration Service Oriented Architecture to easily extend to third-party applications and processes What is it best used for? Delivering complete automation for any business process regardless of complexity
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED How do they score? Simple to develop Supports Complex requirements Provides Complete solution PS Forms and Approval Builder Approval Framework (AWE) GT eForms™
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED How do they score? Simple to develop Supports Complex requirements Provides Complete solution PS Forms and Approval Builder Approval Framework (AWE) GT eForms™
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED What About Complex Workflow Applications? GT AWE or
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT Form Forge™ Demonstration
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED What About Complex Workflow Applications?
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED eForms Layer can Present SOA Externally
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Reaping the Benefits Bottom-Line Impact! U Utah: 88% decrease in over/comp time first 6 months Better and faster results U Houston: Average process time from 15 days to 3 days Less human effort U Florida: 75% reduction in total human effort More replicable business processes U Florida: Error rate from 68% to 1%
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Easier to train users U Florida: Reduced PAF training from 8 hours to 1½ hours Easier to audit OUHSC: Internal auditors praised solution for ease of oversight Storage / retrieval / permanence U Utah: Eliminated vexing problem of HR forms lost in routing Green Savings – Reduced paper / material / storage costs BYU: Went from seven huge paper filing systems to one Reaping the Benefits
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COPYRIGHT © 2012 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED …and you’re on your way to eForms Nirvana!
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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Questions?
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COPYRIGHT © 2013 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
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