Powerful eForms Tools for Analysts –
They’re Not Just for Techies Anymore!
Session ID#: 101840
Prepared by:
Paul Taylor
President and CEO
Gideon Taylor Consulting
@Gideon_Taylor
Powerful eForms Tools for Analysts –
They’re Not Just for Techies Anymore!
Welcome and Please:
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Silence Audible Devices
Note Fire Exits
Partake of Refreshments
Note Quest Staffers (green shirts)
Complete Feedback Form
Ask Questions
Administrative Notes
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■ Intro to Gideon Taylor and GT eForms™
■ GT eForms™ 3.0 – Building a Better
Mousetrap
■ Show & Tell – Powerful, Configuration-based
Form Creation
■ Measuring the Impact of eForms
Agenda
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12-year focus on revolutionizing business processes through innovative
automation strategies, integration and custom development expertise, and
electronic forms technology
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Specialists in business process analysis, design and simplification
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GT’s vision is to help our clients work simply, effectively, efficiently, and flexibly
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PeopleTools-based bolt-on toolkit and
business process / forms templates
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Dozens of PeopleSoft -based electronic forms
implementations, successfully automating
complex business processes
Gideon Taylor Consulting
GT eForms™ – Bolt-on workflow framework and toolset for
PeopleSoft. 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
What is GT eForms™?
 Bolt-on workflow framework and toolset for PeopleSoft
 Built 100% in PeopleTools – Familiar toolset for your
development team
 Native, real-time access to PeopleSoft data, including employee, student,
and financial data – no external interfaces to maintain!
 Leverage existing PeopleSoft security and infrastructure
 Faster and more robust solution development than delivered PeopleSoft
tools
 Configuration-based form creation and management of form design, rules,
and routing
 Easy query, reporting and analytic capabilities
 Unlimited flexibility in presentation, pageflow, workflow, and routings
GT eForms™ Cheat Sheet
A few of our clients…
Course Add/Drop/Withdraw
Credit Card Reconciliation
GT ePAF™
Additional Pay eForm
HCM
GT eTime™
Faculty Discipline Description
GT Paperless I-9™
Faculty Teaching Certification
Thesis and Dissertation Release
GT ePost™
Receipts eForm
GT Personnel eFile™
Reports To eForm
Expense Reimbursement
Travel Fellowship Application
Journal Voucher
Financials/Supply Chain
Non-Tuition Fee Request eForm
Delegation eForm
Undergrad Academic Record Change
Readmission Application
GT OnBoarding™
Leave Cash-Out eForm
Expense Approval
Vendor Add/Update
Grade Change
GT E-Verify Integration™
Security eForm
Travel Fellowship Expense Report
Campus Solutions
Graduate Status Change GT eVoucher™
Overtime eForm
Deposit eForm
Merit eForm
Faculty Promotion/Tenure
E-Degree Certification Description
GT eForm Library™ for PeopleSoft
GT eForms™
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Other Forms Tools
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PeopleSoft Forms & Approval Builder
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PeopleSoft Smart HR Templates
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Electronic Document Management Systems (EDMS)
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Business Process Automation (BPA/BPM) Tools
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Custom Development
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Conditional pageflow and field display
Restricted valid values
Advanced validation
Complex workflow
Configurable logic
Auto-population
Basic workflow
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Updates to PeopleSoft •
Simple, functional form creation
Fields on a page
Smooth Slide from Simple to
Complex
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Basic edits
Attachments
Required fields
Feature/Function
Purely functional form creation
Multiple approvers
Handle attachments
Inline instructions
Form Messages
Conditional approval paths
Email notifications
Conditional PageFlow
Conditionally hide or display fields
Updates to PeopleSoft
Single form to manage multiple actions
Advanced data validation
Auto-populate data
Intelligently derive and default data
Unrestricted PeopleTools development
= Functional task
= Tool-guided tech task
= Unstructured technical task
= “Yeah, but…”
PS Forms and
Approval Builder
Smart HR
Templates
Custom w/ Approval
Framework
GT eForms™
3.0
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NEW FORM ENGINE enables purely functional forms creation
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Empower business analysts to create fully-functioning, logic-driven electronic forms on their own,
including page design, pre-population of data, cascading lookups and more, with little or no technical
assistance
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Form design from within the active form, allowing analysts to see exactly what the form looks like as they
create it
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‘Smooth slide’ from simple to complex enables increasing complexity without having to start over again or
use another form tool
NEW Form Engine
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NEW GT LOGIC ENGINE™
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Enables business analysts to create and configure form logic to meet complex business process
requirements, including conditional field and page display, read-only and required field properties,
conditional workflow and more
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Displays a visual layout of the logic flow to not only help define accurate process logic, but also aid in
troubleshooting forms in process.
NEW GT Logic Engine™
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NEW WORKFLOW ENGINE
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Native integration with delivered PeopleSoft Approval Framework / AWE
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Powerful configuration tools to allow business analysts to create workflow routing within AWE without
technical assistance.
NEW Workflow Engine
 Create a single electronic form to enable automation of any change to
employee’s job data record.
 Configuration-based layout of pages, segments and fields
 Configure field behavior, including conditional hide/display, required,
etc.
 Pre-populate data from PeopleSoft based on business rules
 Dynamically update data in subsequent fields when a preceding data
value changes
 Insert configurable grids for earnings distributions, funding changes,
etc.
 Allow workflow participants to add Comments
 Configure business rules for conditional routing
The ground rules…
 Less time to create forms and complete transactions
 Faster turnaround
 Less training
 Fewer errors / greater accuracy
 Integrated automation across related processes
 Common user experience across transactions and across
PS releases
 Less reliance on scarce technical resources
 Less paper! Less storage! NO lost forms!
The Impact of eForms…
Smelling salts are available in the lobby!
Start simple…with fields on a
page, then…
• ADD pre-population
• ADD prompts
• ADD cascading lookups
• ADD dynamic dependencies
• ADD conditions
• ADD routing
• ADD notifications
• And more!
Building the Perfect Form
Maximize throughput
ShopRite Stores: Processes over 10,000 Job Change actions each week
Select Staffing: Over 100,000 I-9/E-Verify transactions each year
Smarter forms = leaner processes
Kal Tire: Reduced fields on the hire form from 22 to 5
Less human effort = lower costs
Univ of Florida: 75% reduction in total human effort
Questar Energy: Reduced amount of HR staff time from 3.5 hrs per new hire to 15
minutes (Over 90%!)
More replicable business processes
Univ of Florida: Error rate dropped from 68% to <1%
Better and faster results
Univ of Utah: Average process time decreased from 15 days to 3 days
Easier to train users
Univ of Florida: Reduced PAF training from 8 hours to 1½ hours
The Impact of eForms
Paul Taylor
President and CEO
Offc: 801-434-7260
[email protected]
www.gideontaylor.com
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