Imagine a day in the life of operations users. It is typically filled with a plethora of tasks that include entering data, resolving exceptions, running processes and creating reports and queries. These users need to access the rich data set in the PeopleSoft systems throughout the day and make critical business decisions. In this posting I will discuss how WorkCenters and Dashboards drive usability and user productivity to the next level by centralizing access to the right data at the right time.
WorkCenters in 9.2 introduce a paradigm shift in how work gets done in PeopleSoft. WorkCenters are a one stop shop for key roles within a business process to conduct transactions, take action on alerts and view reports and analytics. The built -in intelligence delivers work to the user and makes multitasking very easy and seamless, without losing focus. The users know exactly what their priorities are at any given point and can work toward resolving exceptions and bottlenecks quickly. WorkCenters can be cross functional, highly configurable and deliver personalized content to the users based on their roles and permissions.
Figure 1 PeopleSoft 9.2 Billing WorkCenter delivered through PeopleTools WorkCenter Framework and Applications WorkCenter Framework.
The 9.2 WorkCenters utilize the PeopleTools WorkCenter framework and Applications WorkCenter framework. All WorkCenters are delivered preconfigured with a set of pagelets and links. Besides these preconfigured pagelets, users can add their own pagelets and use the extensive options available through the framework to personalize the look and feel of the pagelets. The standard pagelets included are –
- My Work – This is a personalized workload that is delivered to the user through user based configuration such that one user’s work assignments are different from others.
- My Links – This pre-seeded pagelet allows users to navigate to key functions of the application. Users can personalize this pagelet to include additional internal or external links.
- Queries –. This pagelet will allow users access to public and personal queries as well as Pivot Grids, PsQueries and PsQuery Manager.
- Reports and Processes – This pagelet will allow users access to reports they have generated and processes they need to run. For example, users can access the Reporting Console so they can have direct access to their process and report outputs.
Let’s look at examples of delivered WorkCenters in Financials. The General Ledger WorkCenter will provide a GL or accounting analyst visibility into the most critical pieces of his job. He will know exactly what he should be working on at a give time including journals that need approval, journals in exception status and Chart of Account Requests. The GL WorkCenter will support the accounting and finance mission of a timely period close.
The Accounts Payable WorkCenter will enable accounts payables users to work on voucher exceptions and matching errors and complete their payments-related tasks such as schedule payments on hold and pay cycle manager. Additionally, users can also monitor supplier related information such as suppliers pending approval. Accounts Payable users can view and resolve multiple exceptions from the same place and save time and manual effort. The WorkCenter allows processing invoices more quickly so that discounts can be recognized and liabilities reduced.
Figure 2 PeopleSoft Accounts Payable WorkCenter allows AP managers to complete their tasks.
The Grants and Contracts WorkCenters are intended to enable users to quickly identify and resolve key process exceptions so that awards and revenue contracts proceed unimpeded.
Figure 3 PeopleSoft ESA Grants WorkCenter streamlines contracts and grants processing.
In PeopleSoft HCM, the Time and Labor WorkCenter will provide a single point of entry for administrators and managers to relevant work areas. Besides normal processing, users can proactively monitor critical transactions and handle exceptions. Similarly, the ePerformance WorkCenter will streamline the performance process and simplify the user experience for both Managers and Employees.
Figure 4 PeopleSoft HCM Time and Labor WorkCenter simplifies the user experience in the performance process.
In the world of supply chain management, a Supply and Demand WorkCenter will provide a series of “out-of-the-box” actionable alerts to identify potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue POs, and more.
Figure 5 PeopleSoft Supply and Demand WorkCenter
While WorkCenters enable efficiencies for end users, Dashboards provide business managers a high level view of their operations. The HCM Manager Dashboard available in 9.1, provides an at-a-glance view of important information to help managers know where they need to focus. In 9.2, several new dashboards will be available. For example, a Billing manager would like to know what the status of all his invoices is at a given point in time. The Billing Dashboard will allow the billing manager to slice and dice key billing data using pivot grids and take actions right away to resolve issues. The dashboard will provide access to key information and real-time analytics such as bills not interfaced to GL and AR, total bills in various billing statuses, and number of bills processed monthly in a quarter. Users will be able to drill into each of these analytics and view the detail transactions. These actionable pagelets will speed up invoicing, identify bottlenecks and streamline the revenue recognition process.
Figure 6 Billing Dashboard provides operational data for Billing Managers
The manager-facing Accounts Payable Dashboard will focus on providing summary level details and supporting analytics encompassing the invoices flow within an organization. Leveraging the latest technology, the Accounts Payable Dashboard will provide access to key information and real-time analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging, scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail transaction drill-down capabilities.
Figure 7 Accounts Payable Dashboard provides summary level information for the invoice flow within an organization.
Similarly, the Supply Chain Dashboard will allow users to monitor, measure and optimize all aspects of demand and supply flow to encourage the free-flowing shipment of demand, thus obtaining the maximum billable revenue.
PeopleSoft 9.2 includes the WorkCenters and Dashboards across multiple products in HCM, Financials, and SCM. The innovative capabilities provided in these WorkCenters and Dashboards will fundamentally transform the way users access and use PeopleSoft applications and lead to an enterprise wide improvement in user productivity, a significant reduction in operating costs and ultimately a much improved bottom line.