Automating PeopleSoft Financial Processes
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The document outlines a presentation on improving financial processes in PeopleSoft, emphasizing enhancements in automation, user experience, and transaction visibility. Key use cases discussed include automating vendor onboarding and streamlining financial transactions to improve efficiency and reduce costs. Additionally, Smart ERP Solutions, Inc. offers cost-effective, proven solutions for PeopleSoft applications to minimize risks and lower total cost of ownership.
Automating PeopleSoft Financial Processes
- 1. Use Cases: Improving PeopleSoft Financials Processes Session 96280 Quest Midwest Doris Wong, CEO Dan White, VP Product Strategy November 9, 2011
- 2. Agenda • What are your challenges with your Financials and Procurement system? • Implementing Enhanced Financials Business Processes Use Cases – Simplifying and Streamlining Key Financials Transactions – Automating Vendor Onboarding – Other Use Cases • Questions & Answers
- 3. Financials & Procurement System Challenges
- 4. Requirements for Financials / Procurement • Automate Any Process – Reduce Paper and Manual Processes – Any Process: Vendor Onboarding, Month-End Close, Year-End Close – Bring paper forms online: Internal Billing, – Automate Workflow Approvals • Improve User Experience – Simplified and Streamlined PeopleSoft Transactions – Ease of Use and Intuitive – Contemporary & Flexible – Tailored to Your Business Requirements • Transaction Visibility – Predictable routing – Track status at any time of any Transactions/Process – Electronic notifications • Improve Efficiency and Accuracy – Eliminate duplicate data entry, reduce errors • Improve Effectiveness & Lower Costs – Reduce cycle time
- 5. About Smart ERP Solutions, Inc.
- 6. Smart ERP Solutions, Inc. Comprised of the best former developers, architects and executives from PeopleSoft/Oracle Providing cost-effective, robust and repeatable “Smart Solutions” for PeopleSoft applications Unique best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services KEY DIFFERENTIATOR−OUR SMARTADVANTAGE Rather than assigning teams of consultants to projects we apply our pre-built, proven solutions to efficiently address those efforts common to any PeopleSoft project thus saving time, reducing costs, minimizing risks and lowering total cost of ownership by avoiding costly difficult-to-maintain customizations.
- 7. Streamlining and Simplification for PeopleSoft
- 9. Smart Purchase Order Entry
- 10. Smart Sales Order Entry
- 11. Simplified Sales Order Entry
- 13. Simplified and Streamlined Library Financials and Supply Chain • Journals & Budget Journals • Requisitions, Purchase Orders, Vouchers & Vendors • Grant Proposals • Deposit Transmittals • Budget Transfers • Expenses Entry • Bill Entry (External and Internal) • Chartfields • Customers, Sales Order Entry
- 14. Increase Productivity for End Users with ERP Gadget™
- 15. What is ERP Gadget™? • A configurable collection of high productivity end-user functions that can be easily and consistently deployed anywhere on any PeopleSoft page
- 16. Automating Vendor Onboarding for PeopleSoft
- 17. New Vendor Registration Paper Form
- 19. Automated Vendor Onboarding Entering Vendor Information
- 20. Automated Vendor Onboarding Entering Vendor Classification
- 21. Automated Vendor Onboarding Bank Information – Direct Deposit
- 22. Automated Vendor Onboarding Certify W9 Form
- 23. Automated Vendor Onboarding Electronic W9 Form Created with Electronic Signature
- 24. Automated Vendor Onboarding Survey Your Vendors
- 25. Automated Vendor Onboarding Communicate and Collect Information
- 26. Automated Vendor Onboarding Vendor Administrator Role
- 27. Automated Vendor Onboarding Vendor Administrator Role – Review and Approve
- 28. Automated Vendor Onboarding Vendor Administrator Role – Review
- 29. Automated Vendor Onboarding Vendor Administrator Role – Review and Approve
- 30. Automated Vendor Onboarding Vendor Administrator Role – Review and Approve
- 31. Automated Vendor Onboarding Vendor Administrator Role – Automatic Update on Final Approval
- 32. Automated Vendor Onboarding Vendor Administrator Analytics & Dashboards
- 33. Other Use Cases for Smart Solutions
- 34. Other Use Cases for Financials & SCM Automation • Onboarding and Offboarding Vendors, Customers • Supply Chain Management – Buyers – Items – Products – Bill of Materials • Configure and Automate Any Business Processes within Your Financials Organization Month-End and Year-End Closes Any Financials and SCM Processes
- 36. Thank You For more information visit: smarterp.com View Solution Previews: smarterp.com/previews Copyright © 2010 Smart ERP Solutions, Inc.