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Session # 33843 Presenters: Paul Taylor, President and CEO Scott Antin, VP Business Development. eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity! March 11, 2014. Agenda. Intro to Gideon Taylor and GT eForms™ What are WorkCenters ? Why WorkCenters ?

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eforms gone wild workflow workcenters and rampant productivity march 11 2014

Session # 33843

  • Presenters:
  • Paul Taylor, President and CEO
  • Scott Antin, VP Business Development

eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity!March 11, 2014

agenda
Agenda
  • Intro to Gideon Taylor and GT eForms™
  • What are WorkCenters?
  • Why WorkCenters?
  • Why Integrate GT eForms™ with WorkCenters?
  • DEMONSTRATION
gt eforms e fficiency is highly contagious
GT eForms™ Efficiency is Highly Contagious

January 2014:

Promising to transform transportation and navigation efficiency, Simon Fraser University announces reconstruction of its main roadway on the west side of its Burnaby, BC campus.

According to David Agosti, Director of Parking Services, “Switching the route to two-way traffic will make it EASIER TO NAVIGATE around the campus and STREAMLINEaccessto future developments on the west side.”

Coincidence? We think not…

enhance your image with gt eforms
Enhance Your Image with GT eForms™!

January 2014:

JMU named one of the nation’s ‘Best Value Colleges’by the Princeton Review…

AND

…No. 3 in U.S. News & World Report’s ranking of the Best Undergraduate Teaching universities in the South region.

Coincidence? We think not…

the gt eforms winners circle
The GT eForms™ Winners’ Circle

Cotton Bowl:

University of Missouri defeats Oklahoma State, 41-31

Sugar Bowl:

University of Central Florida triumphs over Baylor, 52-42

Fiesta Bowl:

University of Oklahoma over Alabama, 45-31

Coincidence? We think not…

hey scott can gt eforms make me rich
Hey, Scott…Can GT eForms™ Make Me Rich?

January 2014:

ATK stock soars for the next 15 months, reaching all-time high of $143.70

October 2012:

ATK launches Employee Bonus Award eForm.

Share Price: $51.94

Coincidence? We think not…

gideon taylor consulting
Gideon Taylor Consulting

Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education and government organizations.

GT’s mission is to revolutionize business processes through the use of automation, integration and electronic forms technology.

GT’s vision is to help businesses create solutions that

realize the full value of their ERP technology

platform investments.

Founded in 2001 by Paul Taylor,

Original creator of GT eForms™ and ePAF™

gt eforms library for peoplesoft
GT eForms™ Library for PeopleSoft

Credit Card Reconciliation

GT eTime™

Faculty Discipline Description

HCM

GT Personnel eFile™

GT ePAF™

GT Paperless I-9™

Travel Fellowship Application

Additional Pay eForm

Faculty Teaching Certification

Expense Reimbursement

Thesis and Dissertation Release Option

GT ePost™

Reports To eForm

Course Add/Drop/Withdraw

Financials/Supply Chain

Journal Voucher

Non-Tuition Fee Request eForm

Undergrad Academic Record Change

Grade Change

GT E-Verify Integration™

DelegationeForm

Readmission Application

Security eForm

GT OnBoarding™

Campus Solutions

Travel Fellowship Expense Report

Leave Cash-Out eForm

Expense Approval

VendorAdd/Update

Graduate Status Change

GT eVoucher™

Overtime eForm

E-Degree Certification Description

Merit eForm

Faculty Promotion/Tenure

what are workcenters
What are WorkCenters?

PeopleSoft WorkCenters provide a desktop workspace, which can be organized by role and task, to enable users to more efficiently and effectively execute a wide array of job-related functions.

  • Introduced in 9.1/PT 8.52
  • Pre-developed templates; extended configurability in 9.2/8.53
  • Workspace divided into NAVIGATIONarea and TRANSACTIONarea
  • Activity guides can lead users through series of predefined actions
  • Role-based security
  • Links can be configured for PeopleSoft components or external URLs
    • Links secured by role, user, or permission list
the big picture
“The Big Picture”

Interaction Hub

Department WorkCenter

Financials

Department WorkCenter

Campus Solutions

Department WorkCenter

HCM

PeopleSoft Applications

GT eForms™

Internal/External Links

Reports/Queries

slide11

Navigation Area

Transaction Area

why workcenters
Why WorkCenters?
  • What users need…at their fingertips – Deliver instant access on the desktop to most frequent tasks, data and applications
  • Greater productivity – Leverage activity guides and retain full navigation on the desktop while executing transactions
  • Enhanced user experience – Enable users to configure their workspace to the way they work
  • Role-based security – Conveniently and securely manage access to applications, pages, links, and other content by employee role
examples of delivered workcenters
Examples of Delivered WorkCenters
  • ePerformanceWorkCenter
  • Time & Labor WorkCenter
  • Contracts WorkCenter
  • Grants WorkCenter
  • Accounts Payable WorkCenter
  • Supply and Demand WorkCenter
why add gt eforms to workcenters
Why add GT eForms™ to WorkCenters?

In a word?

W–O–R–K–F–L–O–W!!!

  • Enable collaborative processes – Many transactions aren’t limited to only one user
  • Apply rule-based logic – Rules for business processes vary by company, by department, by user, by transaction…by any variety of parameters
  • Create intuitive self-service – Intelligent forms and guided self-service make it EASIER and FASTER for users to do more
  • SAVE I.T.!! Empower the business – If analysts know what needs to be done, let them do it
  • Deliver solutions faster – Build powerful, workflow-enabled solutions faster and easier than delivered PeopleSoft tools
why add workcenters to gt eforms
Why add WorkCenters to GT eForms™?
  • Bring all your work together – Convenient access to your eForms, PeopleSoft applications, dashboards, links to external sites and applications
  • Forms at your fingertips – Where they are, what they’re doing, where they’re headed next
  • Your work, your way – Configure your workspace to fit the way you work
  • Drill, baby, drill! – Many ways to aggregate eForms information and drill into detail when you need it
slide18

Quickly launch eForm actions

Stay on top of urgent alerts and messages

Access frequently-used PeopleSoft applications

slide19

The selected eForm opens in the Transaction area, ready for the user to take action

Select an eForm to View or Evaluate from the list of Pending Approvals

slide20

Selecting ‘Aging Distribution’ from the Reports tab brings up a summary graphic and table

Drilldown produces list of outstanding eForms, with links to take action on individual forms

contact information
Contact Information

Paul Taylor

President / CEO

Offc: 801.434.7260

paul@gideontaylor.com

www.gideontaylor.com

Scott Antin

VP Business Development

Offc: 651.207.6599

Cell: 651.271.3827

scott@gideontaylor.com

www.gideontaylor.com