Smart Workflow for PeopleSoft from Smart ERP Solutions provides robust cross module workflow well beyond delivered PeopleSoft capabilities. Features include common in-box, attachments, ad-hoc approvers, approvals by email and smart phone (iPhone, Blackberry) and more.

1. Workflow and Row Level Security Solutions for PeopleSoft Doris Wong, CEO Dan White, VP of Product Strategy March 4, 2009 Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToMeeting QUESTION feature to ask questions.

3. Upcoming Topics Streamlining Your User Interface for PeopleSoft Business Transactions with Smart Docs Time is Money! Increase PeopleSoft User Productivity with Smart Keys For your convenience, replay of this webinar will be available after the presentation. Instructions to access the recorded webinars will be emailed to all registrants.

4. Introductions Doris Wong CEO, Smart ERP Solutions, Inc Former Oracle Group VP and GM for PeopleSoft Enterprise 13 Years Experience with PeopleSoft Dan White VP, Product Strategy, Smart ERP Solutions, Inc Former Oracle/PeopleSoft Principal Functional Architect 11 Years Experience with PeopleSoft

5. Agenda Smart ERP Solutions, Inc Who We Are Our Philosophy Business Value Smart Solutions to Meet Your Business Needs Smart Workflow Smart Security Q & A

6. About Smart ERP Solutions, Inc

8. Providing cost-effective, robust and repeatable “Smart Solutions” for your PeopleSoft applicationswww.smarterp.com

9. SmartERP: Our Philosophy Enhance and Extend Standard PeopleSoft Functionality to Meet Business Needs 3Cs : Common, Critical, Complementary Repeatable, Highly-Configurable and Innovative Solutions Release Independence Customer-Driven Requirements Architected and Designed as Add-On Solutions Lower Total Cost of Ownership Minimal to No Customizations Minimal Upgrade Impact Affordable and Cost-Effective

10. SmartERP: Our Business Value SmartERP Solutions vs.Traditional Solutions Designed and Developed with Customer Requirements and Feedback Configurable to Meet Your Specific Business Requirements Quick and Short Implementation Times Solves Business Needs on Your Current PeopleSoft Release Proven and High-Quality Solutions

11. SmartERP: Our Solutions

12. SmartERP Business ValueWhere Do Smart Solutions Fit in? Are you implementing and considering customization to address specific requirements? Have you already built your own customizations and found it’s too costly to continue to support for maintenance and upgrades? Are you in production and discovered you have a need for additional requirements?

15. 12-Weeks Implementation

16. Pre-packaged Solution and Configured to Meet Specific Routing and Rules

17. Add-on Solution Minimized Maintenance and Upgrade Impact

20. 12 weeks implementation

21. Prepackaged and configured solution to meet specific needs

22. Add-on solution minimized maintenance and upgrade impact

25. Does Not Support Line level Approval

26. No Ad-hoc Approvers

28. Rule Criteria Does Not Support Trees

29. Approver Maintenance is Difficult and Not Centralized

33. Smart WorkflowCommon Capabilities for your Enterprise Configure to Work With Any PeopleSoft Document throughout your Enterprise including Custom Documents Specific to Your Organization! Imagine the Possibilities….

35. Ad Hoc Reviewers and Approvers

36. Attachments Flow with Document

38. Smart WorkflowCommon Capabilities for your Enterprise

41. Route by Tree Nodes, Values or Ranges

43. Enter Purchase Order

44. Remember, this can be any Document!

45. Submit Purchase Order for Workflow

46. Can be automated if desired

47. 3 Levels of Approval

48. Sign in as Approver

49. Add Comments

50. Attach a Document

52. PeopleSoft Row Level SecurityDoes It Meet Your Needs? Standard Features Security Available on Prompts Can Be Applied to Business Unit, SetID, Ledger, Book, Pay Cycle, Project Defined System-Wide Shortcomings No ChartField Security No Search Security No Inquiry Security Cannot extend to PeopleSoft Queries No Business Intelligence Integration

53. Smart Security Flexible and Configurable Security for ANY Field on ANY Page Security for SEARCHES and INQUIRIES as well as PROMPTS Apply to Query Access Groups APIs Extend the Security to Reporting Solutions (Cognos, OBIEE) Business Owners Can Control Security without IT Intervention Context Security Allows Different Settings for the Same User on Different Components Administrator Can Easily Apply/Undo Security Changes Automated Processes for Populating Security Values Complete Audit Reporting

54. Smart Security Context Security Means That One User Can Have Different Security Settings on Different PeopleSoft Components. Use Tree Nodes Use Ranges

55. Smart Security Demo Scenario Show Security Setup for VP1 in the AP Context Secured by Department and Operating Unit Search for Vouchers on Voucher Entry Component Only Vouchers with the secured values are returned Search for Vouchers on Voucher Inquiry Component The same secured values are returned Run Query on Voucher Record Again, the same secured values are returned Enter Voucher Component Show that only secured values are available in the Prompts

56. Upcoming Events Alliance ‘09 Conference Anaheim, CA, Booth #700 March 22nd – 25th Interact ’09 Conference Scottsdale, AZ, Booth #107 June 7th – 10th SmartERP Webinar Series Personal Demo with Your Organization Any Time you Want!

57. Contact Information Doris Wong CEO doris.w@smarterp.com Dan White Vice President Product Strategy dan.w@smarterp.com

58. Q & A To ask a question please use the GoToMeeting QUESTION feature (please note all phone lines and computer microphones have been placed on mute). If we can’t get to your question live we will respond to you directly via email after the webinar. For more information visitsmarterp.comCopyright © 2009 Smart ERP Solutions, Inc.