extending peoplesoft 9.2 workcenters to your supplier partners€¦ · workcenter best practices...

Session ID:

Prepared by:

Extending PeopleSoft 9.2

WorkCenters to Your Supplier

Partners

Your Suppliers will Love them!

101510

@SpearMC

Randall T. Johnson, SpearMC Consulting

Ron Minihan, Westar Energy

Agenda

• About Us

• New to WorkCenters….what are they?

• Demo of Common WorkCenter Features

• Supplier Relationship Management Realities

• Supplier WorkCenter - Demo

• WorkCenter Best Practices - Case Study with

Westar Energy

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About Us

Your Presenters

Randall JohnsonManaging Director

randall.johnson@spearmc.com

866-SPEARMC x812

www.SpearMC.com• Over 20 years consulting

experience focused predominantly in PeopleSoft implementations and upgrades covering all stages of the Project Life Cycle.

• System Business Process Analysis, Requirements Study, Fit-Gap Analysis, High Level Design, ChartField and Codeblock Design, Application Development, Testing, Configuration, Training, Deployment and Post-Implementation Support

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Your Presenters

Ron Minihan

Manager, Application Systems

Ron.Minihan@westarenergy.com

785-575-8191

www.westarenergy.com

• Manages PeopleSoft IT support teams for Human Resources and Finance and Supply Chain

• 18 years PeopleSoft experience

• PeopleSoft versions 7, 8, 8.8, 9.1, 9.2 (HR) 9.1, 9.2 (Finance and Supply Chain)

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About SpearMC

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Founded in 2004, SpearMC is a technology and professional services firm specializing in

PeopleSoft Financials and Supply Chain Management

PeopleSoft Human Capital Management and Payroll

Maximo Enterprise Asset Management

Oracle Business Intelligence

ERP Architecture and Application Development

Project and Program Management (PMO)

Change Management

ERP Training

Mobile Technology

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About SpearMC

Offices in Chicago, Denver, Oklahoma City, Phoenix, Seattle and San Francisco

We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.

Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.

Recent Utility/Energy Experience

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About SpearMC

Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.

About SpearMC

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Oracle Gold Partner since 2008: PeopleSoft Specialization Applications Reseller

Hardware Reseller

IBM Advanced Partner:

What are WorkCenters?

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What are WorkCenters?

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• WorkCenters are new PeopleSoft PeopleTools 8.54 functionality which enable users to quickly navigate to commonly used PeopleSoft Pages from a central dashboard

• WC’s Provide visibility to a users Worklist and show business critical alerts which users should monitor and take immediate action

• There are delivered WorkCenters based on organizational Job Roles.

Assets PO/Buyer Expenses Accounts Payable Contracts Staffing AR Treasury General Ledger Billing Contract / Sourcing Grants Projects Maintenance Management Inventory

What are WorkCenters?

WorkCenter Benefits

o Allow For Faster system navigation and access to

important data

o Provide a Central Dashboard for role based KPIs and

Data

o Provide real-time alerts & notifications of business events

o Can be Configured and Administered by End Users

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WorkCenter Demo

• Demo Common features– Navigation Panel, Dashboard– Dashboard (Work – Content Area)

• Navigate to Pages• Customize with User identified Pagelets• Navigation Collection, Query Grid, Pivot Grid• Built Using PeopleTools - Configuration Based on Queries

– Navigation Pagelets – Delivered on left Panel• Links, My Work, My Reports/Processes, Queries• Configurable by WorkCenter Admin and certain level of user

security (show/hide)• Security inherited from PS Security Configuration• Show adding a Link• My Work

– Show Delivered Alerts – PeopleCode– Configured using Notification Framework (Show

Notification Framework exp.)– Worklist Items

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Realities of Supplier Relationship

Management

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SRM Realities

Supplier Relationship Management is:

Strategically planning for, and managing, all interactionswith organizations that supply goods and/or services.

SRM entails creating closer, more collaborative relationships with key suppliers in order to uncover and realize new value and

reduce risk of failure.

Typically involves developing

better tools and methods for

communicating

Includes KPI techniques for

monitoring two-way

performance and identifying

areas for improvement

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SRM Realities

• Effective Supplier Relationship Management calls for the

following activities

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SRM Realities

• Effective Supplier Relationship Management calls

for the following ERP transactions / processing /

Reporting

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SRM Realities

Suppliers come in all shapes and sizes!

Connecting with Suppliers with a wide range of technical

Capabilities is often inconvenient or not possible.

Complex integration requirements

High development and support costs

No standard process to integrate external data across multiple

platforms

Takes too long to add new partners or data sources

Disparate security technologies: VPNs, Firewalls etc.

Small Suppliers Short on resources or expertise

Suppliers not always willing to exchange data

Not as simple as ‘If you don’t integrate, we will go elsewhere’

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Supplier WorkCenter - PeopleSoft

FSCM v9.2

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Supplier WorkCenter

• Supplier WorkCenter can be implemented as part of eSupplier Connection Module

• eSupplier Connection Utilizes the Supplier Portal (vs. Employee Portal)

• eSupplier Connection gives Suppliers self-service access to their relevant ERP information, as well as the ability to provide information back to you such as details about:

• Purchase Orders.

• Purchase Order Acknowledgements.

• Advance Shipment Notifications.

• Schedules.

• Requests for Quote (RFQs).

• Invoices.

• Payments

• Maintain Contacts and Addresses.

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Supplier WorkCenter

• Delivered Supplier WC is empty – requires configuration

• Does come with many prebuilt Pagelets

• <Demo>

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WorkCenter Best

Practices -A Case Study with Westar

Energy

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WorkCenter Best Practices

Project Background

Upgrade PeopleSoft FSCM to 9.2 to get current on Application Bundles and take advantage of new PeopleSoft 9.2 functionality with 8.54 PeopleTools.

Organization performed an assessment to identify opportunities for Improving PeopleSoft usage including Training, Configuration Changes, Process Changes and Customization.

User Survey Conducted

What functions in PeopleSoft are not working as efficiently as you would like?

20% Responded – Issues with Ease of Navigation and User Interface

Do you have any suggestions for us to include in our PeopleSoft 9.2 Implementation?

30% of the Respondents indicated that improved features for Usability and Navigation should be implemented.

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WorkCenter Best Practices

Project Background cont’d

Leverage new usability features of SES and

WorkCenters.

Implemented 9 WorkCenters – 7 Delivered and 2

Custom

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WorkCenter Best Practices

1. How are WorkCenters being Received at Westar and are they adding Value to Users?

2. What Plans do you have for improving them?

3. What would you have done differently when building out the WC’s as part of your upgrade project?

4. How would you make the WorkCenter utilities in PTs better?

5. How are you managing the administration of WorkCenters and is admin. a pain point?

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WorkCenter Best Practices

Select a Pilot WorkCenter for initial rollout o Measure User Adoption before rolling out others

Sort out Administration Responsibilities ahead of timeo End Users vs. IT.

o Train on WorkCenter Admin accordingly.

o Have Admins help Buildout the WC’s during implementation

Don’t over build….o Identify Mission critical Alerts, Pagelets etc. and go from there.

Implement fewer WorkCenters and utilize PS Security to manage what the user sees

o Goals could probably be accomplished with 3 or 4 WC’s

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WorkCenter Best Practices

• If Rolling out to external suppliers….

• Establish Terms and Conditions for Usage

• Ensures that information is viewed and any associated actions are within the legal framework of the supplier & buyer relationship

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SpearMC Online Resources

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SpearMC Online Resources

• SpearMC online Tools & Resources can be

found at www.spearmc.com

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More SpearMC Sessions at

COLLABORATE 16

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SpearMC Sessions at COLLABORATE 16

• PeopleSoft 9.2 Financials Multi-Currency Best

Practices and Real-Life Examples

Session ID: 101460

Date: Wednesday, April 13, 2016

Time: 4:15 PM–5:15 PM

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Thank You.

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Booth #323

■ Let us show you how to leverage the Quest community to maximize your ERP investment

■ Receive your personalized Quest Activation Plan & learn how to make the most of your membership

■ Plus, find out more about our upcoming events PeopleSoft RECONNECT (July 19-21) and JD Edwards INFOCUS (August 8-10)

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