Penn State Workflow
The Penn State Workflow project, initiated in 2004, aims to re-engineer and replace outdated EASY forms with a web-based interface that provides streamlined role-based approvals. Managed by Beth Hayes and Rich Dumm, the project focuses on optimizing business processes through effective workflow management and the integration of new technologies. Key milestones include developing pilot forms, migrating systems, and establishing essential policies. Through collaborative efforts, the initiative enhances administrative efficiency and service offerings for the Penn State community. For inquiries, contact Beth Hayes or Rich Dumm.
Penn State Workflow
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Presentation Transcript
Penn State Workflow Beth Hayes, Workflow Project Manager Rich Dumm, Open Standards Development Manager
Workflow Project • Workflow project initiative – 2004 • Provide Web-based interface for completing and submitting forms • Re-engineer and replace existing EASY forms • Replace EASY approval paths with ‘role based’ approvals
Terminology • Business Process Management • Activities organizations perform to optimize their business processes • Activities are aided by software tools • Workflow • The management of steps in a business process • Tasks that need to be completed, order, permissions, approvals, etc.
Penn State Workflow • Purchased Fujitsu workflow engine, implemented and managed by Administrative Information Services • Top priority: re-engineer and replace ~75 EASY forms – primarily IBIS and OHR. Estimated to be a 2 year project. • Offer Workflow services to Penn State community
Workflow Project Resources • Full-time Project Manager and Development Group • AIS LDAP/Security & Infrastructure Workgroups • Penn State Workflow Policy Committee • Penn State EASY Re-engineering Committee
Activities / Challenges • Learning and understanding new technologies • Integrating components / central systems • Architecture, design, development • Establish PSU Workflow Policy • Re-engineer 20 year old processes
Milestones 2005 • Deploy Windows & zLinux infrastructure • Develop and deploy 2 pilot forms • Develop and deploy 2 simple EASY forms (SUPP and Procurement Card) • Re-engineer and replace 1 complex EASY form (OHR form)
Milestones (cont.) 2006 • Migrate from Windows to Linux390 environment • Re-engineer and replace remaining EASY forms • Offer Workflow service to Penn State Community
Open Standards Development Group • Dedicated resource to Workflow project • Develop Workflow forms and processes • Open standards development and toolsets
Questions? Beth Hayes – bah1@psu.eduRich Dumm – rdd4@psu.edu
