Paperless PeopleSoft Electronic Forms for HCM & Financials

Colleen Neymeyer, Director, HCM Strategy Kirk Chan, VP, Business Development September 12, 2012

• Pre-built, packaged, proven solutions

• Highly configurable – tailor to YOUR needs

• Customer driven requirements

• Affordable • Integrated with

existing PS apps

• Architected as add-on solutions

• Avoid customizations • Low-cost • Minimal risk • Release independent

– no upgrade required

• On Premise solution

• Rapid implementation

• Deep PeopleSoft knowledge & experience

• Unique best practices for implementations & upgrades

• PeopleSoft data model and existing data

• Current PeopleSoft business rules and processing

• End-user PeopleSoft skills

• Infrastructure and technology

Extend Functionality

Improve ROI Get Faster Results

Leverage Existing Investment

About SmartERP: Human Capital Management

Financials and Supply Chain

Campus Solutions

Innovative Solutions & Services for PeopleSoft Common – Critical – Complementary

Still Using Paper Processes?

Poor User Experience

Time Consuming

Still Using Paper Processes?

Agenda • Challenges of Outdated Systems • Benefits of Going Paperless • Elements of a Paperless System • Keys to a Successful Transition • Case Studies • Q & A

The average U.S. office worker uses 10,000 sheets of paper each year.

US EPA Data, 2011

100,000 docs/year

Over 10% of all documents are

lost or misfiled

File Docs

Find Misfiles

Reproduce Lost Docs

PriceWaterhouseCoopers

10,000 docs/year

Searching

Reading

Other

Professionals spend 5 to 15% of their time reading information, but up to 50% looking for it.

Time spent to locate a document is equivalent to commercial ad time during a single hour of television.

Paper Files are Costly

$25,000 to fill

$2,000/yr to maintain

Delphi Group

PriceWaterhouseCoopers

Gartner Research

70% of today’s businesses would fail within 3 weeks

after a catastrophic loss of paper-based records

The Paperless Project,

Administrator

Typical Manual Business Process

Complete Paperwork

Interoffice Routing

Request Add’l Info

Amend Paperwork

First Approval

First Approver Initiator

Second Approver

Paperwork Missing

Paperwork Found

Approval

Track Down Missing Paperwork

Final Approval Complete Data Entry

Administrator

Automated Business Process with Online Documents

Complete Request

Automated Routing & Workflow

Request Add’l Info

Amend Data

First Approval

First Approver Initiator

Second Approver

Approval

Final Approval

Coach Employees

Destress

Analyze Data

Vacation

Reduce Operating Costs

Increase Productivity

Improve Data Security

Higher Quality Data

Reduce Admin Time

Better Service Levels

Ensure Compliance

Environmentally Sound

Value of Automated Processes

Key Elements of Paperless Automation

Clearly defined Business Rules

Online, Digital Documents

Electronic Signature

Capabilities

Automated Workflow & Approvals

Integration with Key Business

Systems

Clear Audit Trail

accessible

Identify Target Processes • Human Resources

• HR Transactions • Employee Onboarding/Offboarding • Certifications • Open Enrollment

• Financial / Supply Chain • Vendor Onboarding • Vouchers • Journal & Invoice Entry • Sales Order Processing

• Campus

• Student Onboarding • Student Expense Entry • Student Lifecycle

Define Objectives

Plan Implementation Approach

vs. Big Bang Phased

Review & Modify Business Processes

Establish & Implement Data Retention Policies

Select Data Storage Option(s)

File Server

Document Mgmt System

Evaluate Results

Case Studies

Solano County Automates Personnel

Transactions

The Goal: Replace paper-based HR forms with automated online processes

Challenges

Inconsistent Business Rules

Decentralized Organization Structure

Tight Budget Constraints

The Solution – Smart PAFTM

Flexible, Configurable

Quick to Implement

Integrated within

PeopleSoft

The Results

• End to end HR processes automated and streamlined

• Automated approvals and seamless updating of Human Resources data

• Enhanced visibility and accountability of transactions

• Improved effectiveness • Dramatically reduced cycle times

Automated

Streamlined

Simplified

“. . . countywide, departments and HR process

approximately 5,400 PAF per year. . . Staff estimates a

300% ROI for this project in its first full year.”

Solano County Department of HR Recommendation to Board of Supervisors

American Solutions for Business Reduces Sales Order Paperwork

The Goal: Streamline and Simplify Sales Order Entry Process

Challenges

Geographically Dispersed Workforce

Heavy Reliance on Manual Systems

Confusing Data Entry System

The Solution – Smart Sales OrderTM

American Solutions Sales Rep at Work!

The Results

• Intuitive streamlined Sales Order entry process

• Improved support for field sales team • Faster order processing times • Increased accuracy on filled orders • More rapid invoicing and payment

collection

Streamlined

Mobile

Accurate

By Automating Manual Business Processes You Will ...

• Improve Productivity and Accuracy • Increase Visibility and Accountability • Reduce Risk • Cut Costs

Attend our Next Webinar

• Implementing Employee Onboarding Best Practices

• September 26, 2012 10:30 to 11:30 AM PDT

• REGISTER at Quest website: http://www.questdirect.org/onlinelearn

Questions and Answers

www.smarterp.com info@smarterp.com

Video Previews: www.smarterp.com/previews