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CP-113:Achieving Digital Transformation Using Costpoint
Jawa Buddhavarapu, Infotek Consulting
YOUR SUCCESS IS
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Achieving Digital Transformation using Costpoint
How can you save time and money while
improving operational efficiency and
effectiveness using Costpoint
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 3
The Context
Digitally savvy users.
Impact of mobile user experience.
Capability to apply this to work.
But,
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 4
The Context
Workplaces are stuck
in a logjam of
paper and workflows run using email with
limited integrations between systems.CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 5
What can you do?
Fully utilize Costpoint capabilities:
Workflow
CMI
Webservices
Extensibility
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 6
The Best part!
Workflow and Web Services are part of
Foundations cloud.
Extensibility is included for Enterprise cloud.
CMI requires a separate license.CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 7
Use Cases
You learn how
these tools address
typical use cases.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 8
Use Cases #1
Our current Customer billing process for
reviewing the bill and approving it is completely
manual and delays sending the invoice out.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 9
Use Cases #2
Our current Vendor invoice payment process is
cumbersome with an approval process that
includes project managers, AP, and Finance staff.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 10
Demo for Use Case#1 and #2
Create a custom workflow using Costpoint Workflow
engine with conditional routing.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 11
Use Cases #3
Use Case #1 and #2 but would also like to keep
all supporting documents easily accessible for
internal and external auditors.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 12
Demo for Use Case#3
Create a custom workflow using Costpoint Workflow
engine with conditional routing and use Content
Management integration to store supporting
documents in SharePoint.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 13
Use Cases #4
We would like to suppress fields/tabs to a screen
or alternatively
We would like to add fields/tabs to a screen
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 14
Demo for Use Case#4
Extend Costpoint by customizing a screen using
Costpoint Extensibility.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 15
Use Cases #5
We have custom calculation to compute labor
rate to pay employees on a SCA project.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 16
Demo for Use Case#5
Extend Costpoint by customizing the labor
computation screen to update the labor rate and
labor cost amount.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 17
Use Cases #6
We enter new hires, employee updates, and
terminations in our HRIS as well as Costpoint.
These systems are always out of sync.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 18
Screenshots for Use Case#6
Integrate the two systems using Costpoint Web
services and APIs for the HRIS.
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 19
Screenshots for Use Case#6:
Select Screens
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 20
Screenshots for Use Case#6:
Select Fields and Operations
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 21
Takeaway
CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 22
Challenge Costpoint Option Licensing
Cumbersome Workflows
Workflow Engine, CMI
Included in cloudCMI; needs license
for on-prem
Need to customize screens
Costpoint Extensibility
Needs enterprise cloud or on-prem
Need to customize processing
Costpoint Extensibility
Needs enterprise cloud or on-prem
Integrate with third-party systems
Use Web Costpoint Services and third-
party APIs
Included
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