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Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
PeopleSoft WorkCenters: Meeting User Demands For
Simple Intuitive Business Applications
Alice Zhang, July 24th, 2014
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Agenda
Introductions & Save the Date
Work Centers Overview
Explore the Value of Work Centers
Work Centers for Functional Users
Lessons Learned
Q&A
2
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introductions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introduction: About The Presenter
Alice Zhang | PeopleSoft HCM Business Analyst
Alice.Zhang@emtecinc.com
– HCM 9.2 Implementation Experience
– Workforce Administration
– Payroll
– BenAdmin
– ePerformance
– Smart HR
– Supported PeopleSoft Position Management Implementation
– HCM Cloud Implementation Support
– Taleo Implementation Support
4
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Introduction: About Emtec
Emtec… ‘ Big enough to do the work, small enough to care’
100+
PeopleSoft
Upgrades
75+
PeopleSoft-
focused
Resources
90%+
PeopleSoft
Certified
Oracle
Specialized
Financials
HCM
PeopleTools
Offshore
Center of
Excellence
Platinum
Partner
In-House
Infrastructure
Team
PeopleSoft
LAB
In Chicago
10+
Average Years
of Functional
Experience
EMTEC
• Serving clients for nearly 50 years
• 12 locations, including 6 development centers
• Over 500 full-time professionals
• Voted One of the Top 100 Places to Work by
Crain’s Chicago in 2012
• Emtec has completed more than 1,100 ERP,
CRM & EPM engagements, including:
- 400+ Oracle clients with more than 700
engagements
- 200+ PeopleSoft clients and over 300
engagements
5
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Save the Date: Collaborate15
6
Join more than 500 other
PeopleSoft users at
April 12-16, 2015
Mandalay Bay- Las Vegas, NV
• KeyNote from Paco Aubrejuan
(PeopleSoft Vice President)
• Breaking News Around PeopleSoft’s
Roadmap and Strategy
• Education Around PeopleSoft with Edge
Products, macro-level content and high-
level strategy
• More then 230 Solution Providers across
several Oracle Products
QuestDirect.org/COLLABORATE
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Overview
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Overview
8
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Requirements
•PeopleTools 8.52
–Work Centers were purely configuration based in HCM
9.1/PeopleTools 8.52
•Introduction of homepage pagelets
–Further developed in HCM 9.2/ PeopleTools 8.53
•Prebuilt WorkCenters
•Better design for homepage and dashboards
•Pre-configured by user roles
•Activity Guides, Breadcrumbs
9
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Differences: Work Centers, Dashboards, and
Interaction Hub
•Purpose
–Interaction Hub aggregates content from multiple applications
–WorkCentersDashboards are for specific user roles within an
application
•Dashboards can display pivot grids (good for high level view for managers)
•WorkCenters consolidate tasks to one page
•Licensing
–Work Centers and Dashboards are a part of PeopleTools
–Interaction Hub (previously PS Application Portal) is a separate
product
10
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Explore the Value of Work Centers
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Overall Benefits
•One location
–Consolidated delivery of actionable info
–Less navigation, fewer open windows
•Interruption mitigation
–All PeopleSoft work saved on one page
–Less work lost upon interruption of a task
–Increased efficiency in switching tasks
•Within and outside of PeopleSoft
•Complete picture view
–View transactions throughout entire process
12
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
What Roles Benefit from a WorkCenter?
•PeopleSoft to deliver the following HCM WorkCenters
–Time and Labor WorkCenter
–ePerformance WorkCenter
•Roles that manage data and transactions
–Exception processing
–Focus on daily tasks
•Roles that require multiple windows open
13
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenters for Functional Users
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Business Processes & Testing
•To design a WorkCenter the following must be clearly
understood:
–True business process requirements
–Exception processes
–Reporting requirements
–Up and down stream requirements/impacts
–Security requirements
•Testing must include positive and negative scenarios as
well as exception processing
15
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
WorkCenter Personalization
•Users can personalize their WorkCenters
–Users can create their own Work Centers using delivered or custom
templates
•Personalization includes
–Setting pagelets to be minimized or open when entering the
workcenter
–Setting the display order
–Ability to reset to PeopleSoft defaults
16
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Time and Labor Work-Center
17
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Lessons Learned
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Lessons Learned
•Planning is Vital
•Focus on Core Business Processes
•User Personalization Increases Value
19
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
See You at Collaborate15!
For more Information on PeopleSoft WorkCenters
Contact Us / Visit Our Website
Social Media- Follow Us!
Facebook / Twitter / LinkedIn / YouTube / Slideshare
20
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Q&A
Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Questions?
22

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PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications

  • 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications Alice Zhang, July 24th, 2014
  • 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda Introductions & Save the Date Work Centers Overview Explore the Value of Work Centers Work Centers for Functional Users Lessons Learned Q&A 2
  • 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introductions
  • 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introduction: About The Presenter Alice Zhang | PeopleSoft HCM Business Analyst Alice.Zhang@emtecinc.com – HCM 9.2 Implementation Experience – Workforce Administration – Payroll – BenAdmin – ePerformance – Smart HR – Supported PeopleSoft Position Management Implementation – HCM Cloud Implementation Support – Taleo Implementation Support 4
  • 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Introduction: About Emtec Emtec… ‘ Big enough to do the work, small enough to care’ 100+ PeopleSoft Upgrades 75+ PeopleSoft- focused Resources 90%+ PeopleSoft Certified Oracle Specialized Financials HCM PeopleTools Offshore Center of Excellence Platinum Partner In-House Infrastructure Team PeopleSoft LAB In Chicago 10+ Average Years of Functional Experience EMTEC • Serving clients for nearly 50 years • 12 locations, including 6 development centers • Over 500 full-time professionals • Voted One of the Top 100 Places to Work by Crain’s Chicago in 2012 • Emtec has completed more than 1,100 ERP, CRM & EPM engagements, including: - 400+ Oracle clients with more than 700 engagements - 200+ PeopleSoft clients and over 300 engagements 5
  • 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Save the Date: Collaborate15 6 Join more than 500 other PeopleSoft users at April 12-16, 2015 Mandalay Bay- Las Vegas, NV • KeyNote from Paco Aubrejuan (PeopleSoft Vice President) • Breaking News Around PeopleSoft’s Roadmap and Strategy • Education Around PeopleSoft with Edge Products, macro-level content and high- level strategy • More then 230 Solution Providers across several Oracle Products QuestDirect.org/COLLABORATE
  • 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Overview
  • 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Overview 8
  • 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Requirements •PeopleTools 8.52 –Work Centers were purely configuration based in HCM 9.1/PeopleTools 8.52 •Introduction of homepage pagelets –Further developed in HCM 9.2/ PeopleTools 8.53 •Prebuilt WorkCenters •Better design for homepage and dashboards •Pre-configured by user roles •Activity Guides, Breadcrumbs 9
  • 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Differences: Work Centers, Dashboards, and Interaction Hub •Purpose –Interaction Hub aggregates content from multiple applications –WorkCentersDashboards are for specific user roles within an application •Dashboards can display pivot grids (good for high level view for managers) •WorkCenters consolidate tasks to one page •Licensing –Work Centers and Dashboards are a part of PeopleTools –Interaction Hub (previously PS Application Portal) is a separate product 10
  • 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Explore the Value of Work Centers
  • 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Overall Benefits •One location –Consolidated delivery of actionable info –Less navigation, fewer open windows •Interruption mitigation –All PeopleSoft work saved on one page –Less work lost upon interruption of a task –Increased efficiency in switching tasks •Within and outside of PeopleSoft •Complete picture view –View transactions throughout entire process 12
  • 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. What Roles Benefit from a WorkCenter? •PeopleSoft to deliver the following HCM WorkCenters –Time and Labor WorkCenter –ePerformance WorkCenter •Roles that manage data and transactions –Exception processing –Focus on daily tasks •Roles that require multiple windows open 13
  • 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenters for Functional Users
  • 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Processes & Testing •To design a WorkCenter the following must be clearly understood: –True business process requirements –Exception processes –Reporting requirements –Up and down stream requirements/impacts –Security requirements •Testing must include positive and negative scenarios as well as exception processing 15
  • 16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. WorkCenter Personalization •Users can personalize their WorkCenters –Users can create their own Work Centers using delivered or custom templates •Personalization includes –Setting pagelets to be minimized or open when entering the workcenter –Setting the display order –Ability to reset to PeopleSoft defaults 16
  • 17. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Time and Labor Work-Center 17
  • 18. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Lessons Learned
  • 19. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Lessons Learned •Planning is Vital •Focus on Core Business Processes •User Personalization Increases Value 19
  • 20. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. See You at Collaborate15! For more Information on PeopleSoft WorkCenters Contact Us / Visit Our Website Social Media- Follow Us! Facebook / Twitter / LinkedIn / YouTube / Slideshare 20
  • 21. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Q&A
  • 22. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Questions? 22