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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. 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

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  1. Session # 33843 • Presenters: • Paul Taylor, President and CEO • Scott Antin, VP Business Development eForms Gone Wild: Workflow, WorkCenters and Rampant Productivity!March 11, 2014

  2. Agenda • Intro to Gideon Taylor and GT eForms™ • What are WorkCenters? • Why WorkCenters? • Why Integrate GT eForms™ with WorkCenters? • DEMONSTRATION

  3. 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…

  4. 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…

  5. 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…

  6. 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…

  7. 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™

  8. 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

  9. 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

  10. “The Big Picture” Interaction Hub Department WorkCenter Financials Department WorkCenter Campus Solutions Department WorkCenter HCM PeopleSoft Applications GT eForms™ Internal/External Links Reports/Queries

  11. Navigation Area Transaction Area

  12. 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

  13. Examples of Delivered WorkCenters • ePerformanceWorkCenter • Time & Labor WorkCenter • Contracts WorkCenter • Grants WorkCenter • Accounts Payable WorkCenter • Supply and Demand WorkCenter

  14. 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

  15. 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

  16. RELEASE THE DEMO!

  17. Quickly launch eForm actions Stay on top of urgent alerts and messages Access frequently-used PeopleSoft applications

  18. 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

  19. 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

  20. 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

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