PeopleSoft WorkCenter's Dynamic Delivered Capability

Transcription

1 PeopleSoft WorkCenter's Dynamic Delivered Capability Session ID#: Providing a better user experience Prepared by: Lauren Reynolds Associate, Technology Solutions Grant Thornton

2 Welcome and Please: Silence Audible Devices Note Fire Exits Partake of Refreshments Note Quest Staffers (green shirts) Complete Feedback Form Ask Questions Administrative Notes

3 Lauren Reynolds Associate, Technology Solutions Kansas City, MO Lauren is a 2 nd year associate with Grant Thornton s Advisory Services practice in Kansas City, specifically aligned with the Enterprise Resource Planning (ERP) Technology Solutions group. Prior to Joining Grant Thornton, Lauren attended the University of Missouri graduating in May 2014 with a Bachelors of Science in Business Administration emphasizing in Finance and Banking. Shortly after beginning her Career at Grant Thornton, Lauren coordinated UAT testing at GT's largest client to date. Here she gained valuable experience and exposure into PeopleSoft and went on to own several post-go live tasks such as end-user support and security. On her next project, Lauren began by owning several project managerial tasks, designed and implemented 8 module/ cross-module WorkCenters and lastly is currently working on implementing the inventory module alongside an SCM architect. Industries Financial services Healthcare Education BSBA, Finance and Banking, University of Missouri About the Presenter

4 Grant Thornton International Revenues of $4.2B 600 offices worldwide Nearly 35,000 employees More than 2,800 partners Grant Thornton LLP Revenues of $1.2B 54 offices nationwide More than 6,000 employees More than 500 partners V I S I O N To be the leading audit, tax and advisory firm, serving dynamic organizations in our chosen markets. About Grant Thornton

5 Grant Thornton Global Member Firm One of the world's leading organizations of independent audit, tax and advisory firms 40,000 people in over 100 countries Grant Thornton International Ltd1 65% of US $4.7 billion revenues Forbes Global 100 companies 40,197 personnel3 served by Grant Thornton International member firms 2,975 partners 725offices Statistics as of Sept. 30, th largest global accounting and consulting firm 58% of 2013 Fortune 100 Grant Thornton LLP2 $1.4 billion revenues 6,456 personnel3 529 partners 57 offices Statistics as of Dec. 31, 2015 About Grant Thornton

6 What are WorkCenters WorkCenter ActivityGuides What are they and why are they beneficial? Setting up Activity Guides in the WorkCenter Query Drilling URLs Setting up Query Drilling URLs WorkCenters as Homepage Tabs Setting up WorkCenters as Homepage tabs Questions & Answers Agenda

7 WorkCenters

8 Central navigational component that is designed to be a one stop shop for all your work and reporting needs. Utilizes portal template technology to deliver the work directly for the user. Enable users to access various pages, reports and perform daily tasks all without leaving the WorkCenter Increases efficiency by eliminating the need for traditional menu navigation Introduction to WorkCenters

9 Personalization Options available at both the admin and user level Personalized Workload Drill to source Personalized Navigation Introduction to WorkCenters

10 Benefits Include: More productive and engaged user Brings the work to the user (push vs pull) WorkCenters cross functional areas hybrids! Guided Processes Activity Guides! Reduce or Eliminate cumbersome menu navigation increasing efficiency! All to provide a BETTER USER EXPERIENCE Better User Experience!

11 WorkCenter Activity Guides

12 Activity guides are a powerful and easy way to provide guided step-by-step procedures to your users They particularly useful for infrequently performed tasks or self-service applications Activity Guides can be either standalone or exist inside of a WorkCenter Can make simple activity guides or more complex to specific groupings (summary tasks) or dependencies within a given task. Can make non-ps pages apart of the process and display them in the activity guide Content from other applications Queries External Websites Are easy to configure within PS without writing any code. What is an Activity Guide?

13 1. Create an Activity Guide Template Security (3 different sets of privileges) Administrators, Contributors, Viewer Navigation buttons How you want your buttons to come across. For example, mark as complete. 2. Add Action Items to Template Sequence Number Assign contributors based on role or user level Type of Link for Action Item Non PS Page Query NOTE: You must create a related content definition BEFORE you can define the link 3. Generate a Pagelet for your Activity 4. Associate a WorkCenter with your Activity Guide Setup Activity Guides

14 Period End Closing Example Screen shot place holder Activity Guide Example

15 Query Drilling URLs

16 Drilling URLs within PeopleSoft's Query are the URLs that you define by selecting the menu, component, page, portal object, or URL of choice. The drill down URL will take you directly to the context sensitive transaction page as soon as you click on the link that appears along with the query results. This eliminates the need of noting down the value and navigating to the component manually to enter the data and open up the page for editing. This feature can be particularly helpful for those whom base a lot of their daily work of off query results. Better User Experience Query Drilling URL What are they?

17 Problem: There is a gap between delivered and desired MyWork Links. My organization wants to avoid implementing customizations with creating a custom MyWork Link. However, I would like to somehow still get the information I need with the dynamic drill downs. Traditional Solution: Add a related content link to a page. Run multiple queries to gather information or look up information via links or traditional navigation. With Drilling URLs: I can view all the information I need and, I can click on a Drilling URL to open another window with detailed information all from the same query results! Example Drilling Query

18 1. Set up your primary PSQuery Add prompt keys 2. Create an Expression selecting Drilling URL Query URL External URL Free Form URL Component URL Attachment URL Image URL Set up Query Drilling URLs Component URL

19 5. Enter Menu Name, Market, Component, Page and Menu Actions o If unknown, navigate to the page you are trying to link in and CTRL Shift + J 6. Select Search Keys o Search Keys are the same keys that are available to look up the transaction. 7. Select Map Columns o Map the column where you want the hyperlink to reside. Set up Query Drilling URLs

20 9. Run Query 10. Enter Prompts 11. View Results 12. Drill Down Set up Query Drilling URLs

21 Mike Coburn Senior Solution Architect, Technology Solutions Kansas City, MO Drilling Component URL in PeopleSoft Query: Linking Pages to Query Thursday July 23 rd 3:30 4:20pm International Ballroom B Have your users ever needed to review/update transactions after running a query? Do they need contextual information related to the query they just ran? By providing hyperlinks within query results, users are able to perform actionable tasks related to results. In this deep dive session we will demonstrate how YOU can use PeopleSoft s 9.2 Query Manager Tool to link query results to other pages within the PeopleSoft application. About the Presenter

22 WorkCenters as Homepage Tabs

23 Problem: I am a managerial power user and my daily tasks span across several modules' WorkCenters. Traditional Solution: Via traditional (menu) navigation I would navigate to the different modules WorkCenters to view and complete my work. With WorkCenter Tabs: I can easily flip back and forth between the various WorkCenters to complete my daily work all while they remain across my screen. I can also navigate to other pages outside of the WorkCenters and they will still appear across my screen. Improving User Experience

24 1. Create your WorkCenters 2. Import Grant Thornton s incredibly small bolt-on to dynamically show WorkCenters as Homepage tabs 3. Create a Homepage tab in Portal Structure & Content (Root > Portal Objects > Homepage > Tabs) and configure it to point to the WorkCenter s Content Reference Link and set up Security Specify Usage Type as Homepage Tab Set the sequence number Set Up WorkCenter Tabs

25 1. Set the default sequencing / ordering for the various tabs you have configured 2. Log out and back in and voila! WorkCenters now show up as Homepage tabs. BONUS: If you sequence a WorkCenter homepage tab ahead of the delivered My Page homepage tab, users with access to that WorkCenter are automatically redirected to the WorkCenter upon login! Set Up WorkCenter Tabs

26 Further improve user experience more opportunities for end-user personalization further bringing most relevant and applicable work to the user Further increase efficiency and productivity Further pushing the work to the user vs them having to pull for it. WorkCenters as Tabs Benefits

27 Tyson Moore Director, Technology Solutions Kansas City, MO User Enablement Empower End-Users to Do More Across Your Enterprise Thursday July 23 rd 1:30 2:20pm International Ballroom B Join the discussion on how to leverage the latest PeopleSoft user enablement enhancements in your workplace. From automatically linking to external documents and systems from transactions in PeopleSoft via the Related Content Framework to better managing day-to-day activities using actionable links in query, PeopleSoft can empower your users with information and strategic direction that was previously found in disparate systems and old user procedures. Explore some examples used in companies across the country to unveil the possibilities at your organization. About the Presenter

28 Please complete the session evaluation We appreciate your feedback and insight Session ID# Thank you for your input!