Presenters Scott Antin VP Business Development SizingUp Form
Presenters: • Scott Antin, VP Business Development Sizing-Up Form Builders for People. Soft Can One Size Fit All? October 18, 2016 COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
“We just need a simple electronic form…” …. hmmm, but if the …of course, if manager is out it needs it’s over to route to the $5, 000… delegate… …oh, and did we talk about nominating …unless the teams? award amount is … and we just need to have their manager approve it… over $1, 000… “All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they’re nominating, why they’re nominating them, and the amount they’re nominating them for. ” …oh, and I guess that all of them need to be reviewed by the divisional HR approver… …and we do need to make sure it’s routing to the appropriate managers based on our organization… …and then if we could have it update the system on the backend add the pay once it’s been approved… COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Meet our cast… COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Peter, our fearless Business Sponsor COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Peter, our fearless Business Sponsor Pete wants a solution that is… 1) Affordable 2) Cost-effective 3) Efficient COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Susan, our intrepid Business User COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Susan, our intrepid Business User Susan wants a solution that is… 1) Easy to use 2) Fast 3) Accurate COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
…and Mark, our fearless Business Analyst COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
…and Mark, our fearless Business Analyst Mark wants a solution that can… 1) Create forms quickly 2) Handle complex business processes 3) Be as flexible as he and his users need it to be COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
How much are we automating? This much? COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
How much are we automating? …or this much? COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Automation Project Development Effort Re-Host Automate 10% 40% 10% Workflow Simplify COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
UC Berkeley Graduate Hire Form Requirements General Requirement: Automate the hiring of graduate students. Form completed by initiator, job offer details approved by student, update People. Soft. (43 fields) Form Fields Subject Student ID Student Name Institution Career Plan Current Appt % Date of Birth Address 1 City State Super Emplid Super ID Init Emplid Init Hiring Unit Init Email Addr Job Code Begin Date End Date Appointment % Step Fee Remission Type Est Monthly Rate Est Fees Est Total Cost Add’l Tasks Assigned Super Email Addr Does student work study apply? Funding Supervisor Chartstring Percentage Additional Funding Course ID Subject Area Catalog Nbr Class Nbr Days Class Start Date Class End Date Student Email Addr Academic Program Address 2 Postal Code COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
N O I T A R T S N O M DE People. Soft Forms and Approval Builder COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
How far did we get? q Setup fields on pages q Defined basic field attributes q Setup basic prompts q Configured basic approval routing COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Another Sample in PS Forms… COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
PS Forms – The ‘Good’ q Delivered as part of Enterprise Components in People. Soft 9. 1 and higher q Configuration-based tool (Best used for simple forms -- the simpler, the better) q Configurable workflow for basic, linear approvals using People. Soft AWE (Complex or conditional routing requires custom AWE development) q Configurable mapping to Component Interface to ADD NEW records. q Supports attachments q Basic email notifications COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
PS Forms – The ‘Challenges’ q Be ready to fill-in EVERYTHING. PS Forms doesn’t offer auto-population, and requires users to manually complete every field on the form that is needed for a particular transaction. q NO conditional form behavior. PS Forms are designed to show everything to each form participant, and not enable the conditional display of data or form details. q LIMITED approval routing. PS Forms are limited to simple, linear approval paths unless you undertake technical development with the Approval Workflow Engine. q All or nothing access. As delivered, anyone with access to People. Soft Forms has access to ALL People. Soft Forms. q Watch out for field limits! You’re limited to how many of certain field types you can have in your form (e. g. 10 checkboxes, 5 long text fields, 10 dropdown fields) q Only the original ‘Owner’ of a form can modify it. COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
PS Forms – The ‘Challenges’ q Want the form to update or change existing data? From People. Books: “The integration can be used only to add new records, not to update existing data. ” COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
N O I T A R T S N O M DE GT e. Forms™ COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Smelling Salts available in the lobby… Business Analysts can start simple…creating pages, segments, fields… then CONFIGURING… § § § § § Pre-population Prompts Related displays Cascading lookups Dynamic dependencies Conditions Routing Notifications And more! COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
= Functional task = Tool-guided tech task = Unstructured technical task = “It can do it, BUT…” Feature/Function PS Forms and Approval Builder GT e. Forms™ Purely functional form creation Multiple approvers Handle attachments Inline instructions Form Messages Conditional approval paths Email notifications Conditional Page. Flow Conditionally hide or display fields/segments/pages Auto-populate data Advanced data validation Updates to People. Soft Intelligently derive and default data Unrestricted People. Tools development COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Gideon Taylor Consulting Gideon Taylor, headquartered in Pleasant Grove, Utah, is a People. Soft custom solutions provider for business, education, and government organizations. Our MISSION is to revolutionize business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology. Our VISION is to help our clients work simply, effectively, efficiently, and flexibly. Founded in 2001 by Paul Taylor, Original creator of GT e. Forms™ and e. PAF™ COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
What is GT e. Forms™? GT e. Forms™ – Bolt-on workflow framework and toolset for People. Soft. Easily create and manage: o Custom Self-Service Applications and Electronic Forms o Workflow, Notifications, Approvals and Electronic Signatures o Service-Oriented Architecture (SOA) Integrations COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT e. Forms™ 3. 0 – Unlimited Flexibility § Bolt-on workflow framework and toolset for People. Soft § Built 100% in People. Tools – Familiar toolset for your development team § Native, real-time access to People. Soft data, including employee, student, and financial data – no external interfaces to maintain! § Leverage existing People. Soft security and infrastructure § Faster and more robust solution development than delivered People. Soft tools § Configuration-based form creation and management with setup tables to control business logic, form actions and routing § Easy query, reporting and analytic capabilities § Unlimited flexibility in presentation, pageflow, workflow, and routings § Native integration within People. Soft Work. Centers § Multiple dashboards and worklists options to manage forms in process COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
GT e. Form Library for People. Soft GT e. PAF™ Receipts e. Form GT e. Time™ Credit Card Reconciliation HCM Additional Pay e. Form Faculty Discipline Description GT Paperless I-9™ GT Personnel e. File™ Travel Fellowship Application Faculty Teaching Certification Thesis and Dissertation Release Option GT e. Post™ Journal Voucher Expense Reimbursement Course Add/Drop/Withdraw Reports To e. Form Financials/Supply Chain Non-Tuition Fee Request e. Form Delegation e. Form Undergrad Academic Record Change Readmission Application GT On. Boarding™ Expense Approval Vendor Add/Update Grade Change GT E-Verify Integration™ Security e. Form Travel Fellowship Expense Report Campus Solution E-Degree Certification Description Leave Cash-Out e. Form Overtime e. Form Faculty Promotion/Tenure Graduate Status Change Deposit e. Form GT e. Voucher™ Merit e. Form COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
So, Mark’s pretty excited about e. Forms! COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
And his users are pretty excited, too… COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
What will you automate? COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
Contact Information Scott Antin VP Business Development Offc: 651. 207. 6599 Cell: 651. 271. 3827 scott@gideontaylor. com www. gideontaylor. com COPYRIGHT © 2016 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED
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