This presentation from Smart ERP Solutions covers solutions to eliminate paper from PeopleSoft HCM and Financials. Topics include personnel action forms, employee onboarding in PeopleSoft HCM and vendor onboarding and streamlined paperless Sales Order entry in PeopleSoft Financials.

1. Paperless PeopleSoft
Electronic Forms for HCM & Financials
Colleen Neymeyer, Director, HCM Strategy
Kirk Chan, VP, Business Development
September 12, 2012

2. About SmartERP:
Human Capital Financials and Campus
Management Supply Chain Solutions
Innovative Solutions & Services for PeopleSoft
Common – Critical – Complementary
Extend Improve ROI Get Faster Leverage Existing
Functionality Results Investment
• Pre-built, packaged, • Architected as add- • Rapid • PeopleSoft data
proven solutions on solutions implementation model and existing
• Highly configurable – • Avoid customizations • Deep PeopleSoft data
tailor to YOUR needs • Low-cost knowledge & • Current PeopleSoft
• Customer driven • Minimal risk experience business rules and
requirements • Unique best processing
• Release independent
• Affordable – no upgrade practices for • End-user PeopleSoft
required implementations & skills
• Integrated with
upgrades • Infrastructure and
existing PS apps • On Premise solution
technology

3. Still Using Paper Processes?
Still Using Paper Processes?
Poor User Experience
Time Consuming

4. Agenda
• Challenges of Outdated Systems
• Benefits of Going Paperless
• Elements of a Paperless System
• Keys to a Successful Transition
• Case Studies
• Q&A

5. The average U.S. office worker uses 10,000
sheets of paper each year.
US EPA Data, 2011

6. Paper Files are Costly
Over 10% of all
documents are
$25,000 to fill
lost or misfiled $2,000/yr to maintain
PriceWaterhouseCoopers Delphi Group
File Docs
10,000
docs/year
Find Misfiles
100,000
Reproduce Lost Docs docs/year
PriceWaterhouseCoopers
Professionals spend Time spent to locate a
5 to 15% of their Other
document is equivalent
time reading to commercial ad time
Searching
information, but up to during a single hour of
50% looking for it. Reading
television.
Gartner Research

8. 70% of today’s businesses would fail within
3 weeks
after a catastrophic loss of paper-based records
The Paperless Project,

9. Typical Manual Business Process
Initiator
First Approver
Complete Paperwork
Request Add’l Info First Approval
Second Approver
Amend Paperwork
Interoffice Routing Paperwork Missing Approval
Administrator
Track Down Missing
Paperwork
Final Approval Complete Data Entry
Paperwork Found

10. Automated Business Process with Online
Documents
Initiator
First Approver
Complete Request
Request Add’l Info First Approval
Second Approver
Amend Data
Automated Routing Approval Destress
& Workflow
Administrator
Coach Employees
Final Approval Analyze Data
Vacation

11. Value of Automated Processes
Reduce Increase Improve Data Higher Quality
Operating Costs Productivity Security Data
Reduce Admin Better Service Ensure Environmentally
Time Levels Compliance Sound

12. Key Elements of Paperless Automation
Automated
Clearly defined
Workflow &
Business Rules
Approvals
Integration with
Online, Digital
Key Business
Documents
Systems
Electronic
Signature Clear Audit Trail
Capabilities

13. accessible

15. Identify Target Processes
• Human Resources
• HR Transactions
• Employee Onboarding/Offboarding
• Certifications
• Open Enrollment
• Financial / Supply Chain
• Vendor Onboarding
• Vouchers
• Journal & Invoice Entry
• Sales Order Processing
• Campus
• Student Onboarding
• Student Expense Entry
• Student Lifecycle

16. Define Objectives

17. Plan Implementation Approach
Big Bang vs. Phased

18. Review & Modify Business Processes

19. Establish & Implement Data Retention Policies

20. Select Data Storage Option(s)
File Server
Document Mgmt
System

21. Evaluate Results

22. Case Studies

23. Solano County Automates Personnel
Transactions

24. The Goal: Replace paper-based HR forms with
automated online processes

25. Challenges
Inconsistent Business
Rules
Decentralized
Organization Structure
Tight Budget
Constraints

26. The Solution – Smart PAF TM
Quick to
Implement
Integrated
within
PeopleSoft
Flexible,
Configurable

27. The Results
• End to end HR processes automated
Automated
and streamlined
• Automated approvals and seamless
updating of Human Resources data
• Enhanced visibility and accountability
of transactions Streamlined
• Improved effectiveness
• Dramatically reduced cycle times
Simplified

28. “. . . countywide, departments
and HR process
approximately 5,400 PAF per
year. . . Staff estimates a
300% ROI for this project in
its first full year.”
Solano County Department of HR
Recommendation to Board of Supervisors

29. American Solutions for Business
Reduces Sales Order Paperwork

30. The Goal: Streamline and Simplify
Sales Order Entry Process

31. Challenges
Geographically
Dispersed Workforce
Heavy Reliance on
Manual Systems
Confusing Data Entry
System

32. The Solution – Smart Sales Order
TM

33. American Solutions Sales Rep at Work!

34. The Results
• Intuitive streamlined Sales Order entry
Streamlined
process
• Improved support for field sales team
• Faster order processing times
• Increased accuracy on filled orders Mobile
• More rapid invoicing and payment
collection
Accurate

35. By Automating Manual Business Processes
You Will ...
• Improve Productivity and Accuracy
• Increase Visibility and Accountability
• Reduce Risk
• Cut Costs

36. Attend our Next Webinar
• Implementing Employee
Onboarding Best Practices
• September 26, 2012
10:30 to 11:30 AM PDT
• REGISTER at Quest website:
http://www.questdirect.org/onlinelearn

37. Questions and Answers
Video Previews: www.smarterp.com
www.smarterp.com/previews info@smarterp.com