PeopleSoft To Go: Optimize your PeopleSoft Mobile Platform
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This document discusses PeopleSoft's mobile platform and functionality. It introduces Kyle Kain and Steven Silverman from Emtec Inc. and outlines an agenda to discuss the evolution of mobile access, Fluid User Interface functionality, mobile reporting, and implementation considerations. Key points include the ability to access approvals, expenses, eProcurement, and reports from any device via the platform-agnostic Fluid UI with features like tiles, landing pages, and pivot grids. Security and piloting with select users and modules is advised for implementation.
PeopleSoft To Go: Optimize your PeopleSoft Mobile Platform
- 1. REMINDER Check in on the COLLABORATE mobile app PeopleSoft To Go Optimize your PeopleSoft Mobile Platform Prepared by: Kyle Kain & Steven Silverman Senior Analysts Emtec, Inc. Session ID#: 106710 @emtecinc
- 2. Introductions Kyle Kain Senior Analyst, PeopleSoft Financials, Emtec Inc. • Background in PeopleSoft Core Financials with a focus on the order to cash business process • Multiple PeopleSoft 9.1 Billing, Accounts Receivable, and Project Costing implementations • (517) 331.1555 • Kyle.Kain@emtecinc.com Steven Silverman Senior Analyst, PeopleSoft Financials, Emtec Inc. • Background in PeopleSoft Core Financials with focus on customers, products, and pricing • Multiple international PeopleSoft 9.1 implementation projects • (248) 760.7633 • Steven.Silverman@emtecinc.com
- 3. 73% YEARS 46serving clients OUR COMPANY 500dedicated associates 19 over years BEST PLACES TO WORK TECHNOLOGY EMPOWERED BUSINESS SOLUTIONS “right size provider” “client for life” India Pune Bangalore USA IL, PA, NJ, GA, VA, MN, FL Canada Toronto Ottawa GLOBAL DELIVERY OUR SERVICES 87% 14 prior tier 1 consultancies avg years experience fulltime employees OUR PEOPLE 25+ OTHER PARTNERS - onshore - offshore - nearshore - blended managed services Management Consulting Applications Cloud Analytics Infrastructure strategy, governance, process ERP, HCM, CRM, app. development, mobile solutions applications, infrastructure enterprise reporting, predictive analytics, big data service management, enterprise infrastructure, end user computing Business and Technology Empowered
- 4. Agenda • Evolution of Access • Functionality • Fluid User Interface • Reporting via Mobile • Implementation • Q&A
- 6. The Evolution of PeopleSoft Windows Client Web Based
- 7. Cell Phones & Tablets – PeopleSoft Mobility ■ On-The-Go Workforce ▪ Always Connected ▪ Efficiency ▪ Increase Productivity ■ PeopleSoft Fluid User Interface ■ Platform Agnostic (Apple iOS, Windows, Android) ■ Familiar Security Features ■ Streamlined Functionality
- 9. Mobile Approvals ■ Manage Approval Workflow 24/7, Worldwide! ■ Automatically trigger Workflow notifications to inform the next approver in the overall process ■ View attachments (if applicable) and add comments for approval actions ■ Preview a graphical representation of the transaction approval flow
- 10. eProcurement ■ Add and manage PeopleSoft requisitions on the go ■ View recently ordered items, search for catalog items, and, add items to the shopping cart ■ Upon completing a requisition and returning to the summary page, your entries automatically update to the database
- 11. Mobile Expenses ■ Enter, maintain, and submit expense reports. ■ Add, review, and edit My Wallet transactions. ■ View delivered expense report analytics and metrics. ■ Specify accounting distribution ChartField values (Department, Fund, Project ID, and Activity ID).
- 13. Fluid User Interface (FUI)
- 14. Fluid User Interface Evolution Windows Client 100% Internet Fluid UI / Responsive Web Design
- 15. Fluid User Interface – New Functionality ■ Tiled Homepage ■ Landing Pages ■ Navigation Bar ■ Independent of the Platform ■ Personalization Tablet Laptop Smart Phone
- 16. Tiled Homepage ■ Dynamic Content ■ User Defined ▪ Add, remove, or reposition tiles ■ Role-based ■ Instantaneously updated data at your fingertips ■ Notifications
- 17. ▪ Delivered Role Based Self-Service Landing Pages • Personalized Profile Views • Ability to drill down to transaction level detail Landing Pages
- 18. • Access to all applications • Personalize order and content • Favorites and Recently Used • Available in both Fluid and Classic UI Navigation Bar
- 19. • Ability to change page orientation • Page view dynamically adjusts based on the device • Efficient use of page space Independent of the Platform
- 22. Mobile Reporting: Role Based ■ Reports Unique to the User ▪ Pivot Grids ▪ Initially display as desired ■ Personalized, flexible reporting ■ Filter data in a way that is most useful to you
- 23. Pivot Grids ■ Ability to view data real-time ■ Adjustable views on an ad hoc basis ■ Filter data ■ Pivot Data
- 24. Dashboards ■ Display multiple, flexible reports needed for business decisions ■ Access to perform daily business tasks ■ ‘One Stop Shop’ ■ Power of PeopleSoft data accessible anywhere
- 25. Implementation
- 26. Are You Ready to Implement PeopleSoft Mobile? ■ Involve your information security team before starting any mobile project ■ Pilot Rollout ▪ Involve a handful of users ▪ Limited number of modules ■ Efficient use of the Fluid User Interface ▪ Which transactions will users need/want to view via mobile?
- 27. Q&A