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Powerful eForms Tools for Analysts – They’re Not Just for Techies Anymore! Prepared by: Paul Taylor President and CEO Gideon Taylor Consulting Session ID#: 101840 @Gideon_Taylor

Powerful eForms Tools for Analysts – They’re Not …gideontaylor.com/downloads/RECONNECT_2015_Powerful... · Powerful eForms Tools for Analysts ... NEW Workflow Engine NEW. WORKFLOW

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Page 1: Powerful eForms Tools for Analysts – They’re Not …gideontaylor.com/downloads/RECONNECT_2015_Powerful... · Powerful eForms Tools for Analysts ... NEW Workflow Engine NEW. WORKFLOW

Powerful eForms Tools for Analysts – They’re Not Just for Techies Anymore!

Prepared by: Paul Taylor President and CEO Gideon Taylor Consulting

Session ID#: 101840

@Gideon_Taylor

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Powerful eForms Tools for Analysts – They’re Not Just for Techies Anymore!

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• Silence Audible Devices • Note Fire Exits • Partake of Refreshments • Note Quest Staffers (green shirts) • Complete Feedback Form • Ask Questions

Welcome and Please:

Administrative Notes 3

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Agenda

■ Intro to Gideon Taylor and GT eForms™

■ GT eForms™ 3.0 – Building a Better Mousetrap

■ Show & Tell – Powerful, Configuration-based Form Creation

■ Measuring the Impact of eForms

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12-year focus on revolutionizing business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology

Specialists in business process analysis, design and simplification

GT’s vision is to help our clients work simply, effectively, efficiently, and flexibly

PeopleTools-based bolt-on toolkit and business process / forms templates

Dozens of PeopleSoft -based electronic forms implementations, successfully automating complex business processes

Gideon Taylor Consulting

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What is GT eForms™?

GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage:

o Custom Self-Service Applications and Electronic Forms

o Workflow, Notifications, Approvals and Electronic Signatures

o Service-Oriented Architecture (SOA) Integrations

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GT eForms™ Cheat Sheet

Bolt-on workflow framework and toolset for PeopleSoft

Built 100% in PeopleTools – Familiar toolset for your development team

Native, real-time access to PeopleSoft data, including employee, student, and financial data – no external interfaces to maintain!

Leverage existing PeopleSoft security and infrastructure

Faster and more robust solution development than delivered PeopleSoft tools

Configuration-based form creation and management of form design, rules, and routing

Easy query, reporting and analytic capabilities

Unlimited flexibility in presentation, pageflow, workflow, and routings

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A few of our clients…

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HCM Financials/Supply Chain

Campus Solutions

GT eForm Library™ for PeopleSoft

GT ePAF™

GT OnBoarding™

GT eVoucher™

GT Paperless I-9™

GT E-Verify Integration™

GT Personnel eFile™

GT eTime™

GT ePost™

Security eForm

Overtime eForm

Non-Tuition Fee Request eForm

Merit eForm

Reports To eForm

Leave Cash-Out eForm

Additional Pay eForm

Undergrad Academic Record Change

E-Degree Certification Description

Faculty Discipline Description

Faculty Teaching Certification

Graduate Status Change

Thesis and Dissertation Release Travel Fellowship Application

Travel Fellowship Expense Report

Expense Approval

Expense Reimbursement

Readmission Application

Grade Change

Course Add/Drop/Withdraw

Faculty Promotion/Tenure

Credit Card Reconciliation

Vendor Add/Update

Journal Voucher

Delegation eForm

Receipts eForm

Deposit eForm

Presenter
Presentation Notes
The GT eForm Library™ consists of dozens of eForm templates created by Gideon Taylor and other GT eForms™ clients. All of these are available at no additional software license cost.
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Smooth Slide from Simple to Complex

PeopleSoft Forms & Approval Builder PeopleSoft Smart HR Templates Electronic Document Management Systems (EDMS) Business Process Automation (BPA/BPM) Tools Custom Development

GT eForms™

• Simple, functional form creation • Fields on a page

• Basic workflow • Updates to PeopleSoft

Conditional pageflow and field display Restricted valid values Advanced validation Complex workflow Configurable logic Auto-population

• Required fields

• Basic edits • Attachments

Other Forms Tools

Presenter
Presentation Notes
Many forms tools are limited by lack of functionality, integration or both. They may satisfy simple forms requirements, but run into roadblocks when it comes to automating complex processes. GT eForms™ enables you to start by building a simple form, and then expand its capabilities and functionality as business requirements demand, regardless of complexity. With the ability to configure rules, conditional process logic and approval paths, the form can be designed to do much of the heavy-lifting. The user experience is simplified, the opportunity for errors is significantly reduced, and the form action is processed much faster. There are no limits to what you can automate with GT eForms™.
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Feature/Function PS Forms and Approval Builder

Smart HR Templates

Custom w/ Approval Framework

GT eForms™ 3.0

Purely functional form creation

Multiple approvers

Handle attachments

Inline instructions

Form Messages

Conditional approval paths

Email notifications

Conditional PageFlow

Conditionally hide or display fields

Updates to PeopleSoft

Single form to manage multiple actions

Advanced data validation

Auto-populate data

Intelligently derive and default data

Unrestricted PeopleTools development

= Tool-guided tech task

= “Yeah, but…”

= Functional task

= Unstructured technical task

Presenter
Presentation Notes
In recent PeopleSoft releases, Oracle has integrated a couple of new form automation options, PeopleSoft Forms & Approval Builder and Smart HR Templates. They provide options for automating simple transactions, but face significant limitations in their ability to automate complex processes that require or would benefit from rules-based logic, user-friendly design, and conditional workflow.
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NEW Form Engine

■ NEW FORM ENGINE enables purely functional forms creation ▪ Empower business analysts to create fully-functioning, logic-driven electronic forms on their own,

including page design, pre-population of data, cascading lookups and more, with little or no technical assistance

▪ Form design from within the active form, allowing analysts to see exactly what the form looks like as they create it

▪ ‘Smooth slide’ from simple to complex enables increasing complexity without having to start over again or use another form tool

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NEW GT Logic Engine™

■ NEW GT LOGIC ENGINE™

▪ Enables business analysts to create and configure form logic to meet complex business process requirements, including conditional field and page display, read-only and required field properties, conditional workflow and more

▪ Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in troubleshooting forms in process.

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NEW Workflow Engine

■ NEW WORKFLOW ENGINE

▪ Native integration with delivered PeopleSoft Approval Framework / AWE

▪ Powerful configuration tools to allow business analysts to create workflow routing within AWE without technical assistance.

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The ground rules…

Create a single electronic form to enable automation of any change to employee’s job data record.

Configuration-based layout of pages, segments and fields

Configure field behavior, including conditional hide/display, required, etc.

Pre-populate data from PeopleSoft based on business rules

Dynamically update data in subsequent fields when a preceding data value changes

Insert configurable grids for earnings distributions, funding changes, etc.

Allow workflow participants to add Comments

Configure business rules for conditional routing

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The Impact of eForms…

Less time to create forms and complete transactions

Faster turnaround

Less training

Fewer errors / greater accuracy

Integrated automation across related processes

Common user experience across transactions and across PS releases

Less reliance on scarce technical resources

Less paper! Less storage! NO lost forms!

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Building the Perfect Form

Start simple…with fields on a page, then… • ADD pre-population • ADD prompts • ADD cascading lookups • ADD dynamic dependencies • ADD conditions • ADD routing • ADD notifications • And more!

Smelling salts are available in the lobby!

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The Impact of eForms

Maximize throughput ShopRite Stores: Processes over 10,000 Job Change actions each week Select Staffing: Over 100,000 I-9/E-Verify transactions each year

Smarter forms = leaner processes Kal Tire: Reduced fields on the hire form from 22 to 5

Less human effort = lower costs Univ of Florida: 75% reduction in total human effort Questar Energy: Reduced amount of HR staff time from 3.5 hrs per new hire to 15

minutes (Over 90%!)

More replicable business processes Univ of Florida: Error rate dropped from 68% to <1%

Better and faster results Univ of Utah: Average process time decreased from 15 days to 3 days

Easier to train users Univ of Florida: Reduced PAF training from 8 hours to 1½ hours

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Contact Information

Paul Taylor President and CEO

Offc: 801-434-7260 [email protected] www.gideontaylor.com

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Please complete the session evaluation We appreciate your feedback and insight Session ID#

Thank you for your input!