Work Flow

Peoplesoft Workflow

Sarat Chand

7014

Agenda

     

Workflow & BPM Web services Workflow features New in 8.4 & 8.42 Road ahead Q&A

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Workflow & BPM BPM Measure

Analyze

Improve

Collaborate

Workflow Model

Execute

Monitor

BPM = Workflow + Collaboration + Measurement + Analytics + Improvement Page 3

BPM Stack

Process Management

App

workflow

App

Web Services

workflow

App

workflow

App

workflow

Integration

Application Foundation

Collaboration

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PeopleSoft Application Stack for Workflow/BPM

Measurement

Reporting & Analytics

Web Services

HCM

SCM

workflow

FDM

workflow

CRM

workflow

Workflow

workflow

PS Integration Broker

Core Tools Collaboration

Portals & MCF

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Workflow & BPM

 Standards  WfMC  BPMI  BPML, BPQL, WSCI

 IBM  WSFL

 Microsoft  xLang

 IBM + Microsoft  BPEL, WS-Transaction, WS-Coordination

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Workflow & BPM

 Current state of Standards  Evolving  Focus on    

Systemic Tasks Integrations Workflow Technology

 Infrastructure play  Standards needed for  Measurement & Analytics  Resource Management & Costing  Simulation, Improvement

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Workflow & BPM

 Where is ROI in workflow?  Reduce implementation costs  Increase operational efficiencies  Improve resource optimization

Process Measurement is Key Think Analytics

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Web Services & Workflow

 Workflow spans  Applications  Organizations  People

 Workflow needs  Integration  across applications and organizations

 Collaboration  between people

 Web Services enable Integration  Portal and MCF enable Collaboration Page 9

Web Services & Workflow

 Factors contirbuting to Web Services    

End-to-End workflow Best of breed applications TCO for integrations Emerging Public Domain Services

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Example: Order Entry Process

Create Order

2

Check Product Availability

L M X h:

c Syn

1 3 Save & Publish

4

Inventory Application

TP T H /

PeopleSoft CRM & Integration Broker

Asynchronous

5

Sales Order

Fulfillment

XML / HTTP

Asynchronous Sales Order XML / HTTP

5 Drop Ship Page 11

Workflow across systems

PeopleSoft SCM 5.) Receives Customer Proifile Request reply message and continues on

2.) Transforms and routes message to PS CRM

XML

Integration Broker

4.) Transforms and routes message back to PS SCM

XML

1.) Publishes Customer Profile Request Message

( PS to PS )

PeopleSoft CRM 3.) Subscribes to message, invokes Customer Profile Component, formats message, sends reply Page 12

Workflow across systems

PeopleSoft SCM 5.) Receives Customer Proifile Request reply message and continues on

2.) Transforms and routes message to third party

XML

Integration Broker

4.) Transforms and routes message back to PS SCM

SOAP

1.) Publishes Customer Profile Request Message

( PS to non-PS )

Third Party System 3.) Subscribes to message, invokes Customer Profile Component, formats message, sends reply Page 13

Workflow in Peoplesoft

 Introduced in Peoplesoft 5.0  Comprises of       

BP Navigator BP Diagrammer - Activities & Steps Notifications - Worklist, Email Rules, Roles & Routings Approvals Activity Guides Worklist Monitoring

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Workflow Navigator

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Workflow in Peoplesoft

 New in 8.4      

Adhoc Notification Two-way Blackberry Integration Every component enabled Email Template Support Component URL embedded in email Top down modeling support

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Workflow in Peoplesoft

 New in integrations 8.4    

Synchronous Messaging Transformation Connectors Monitoring Enhancements

 Integration Broker  wraps all PS integration technologies

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Adhoc Notification Enabling Steps

Mandatory Steps Enable

Enable

Component

Role

Optional Steps Define

Define

Define Email

Blackberry

Variables

URL Links

Template

Template

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User Experience Steps

Click

Select

Select

User

Notify

Users

Delivery

Message

Send

Mandatory Steps

Optional Steps

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Enable Component for Notification

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Enable Role to Notify

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Define Template Variables

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Define URL Links

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Define Notification Templates

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Blackberry Response Templates

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User Experience Example

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User Experience Example...

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User Experience Example...

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User Experience Example…

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Benefits of 8.4 Adhoc Workflow Features

       

No complex setup No coding Anyone in the extended enterprise can participate Robust security model Improved productivity Mobile users can now collaborate Blackberry RIM integration OOB Other devices easy to integrate

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Workflow in Peoplesoft

 New in 8.42  Multi-Channel Framework (MCF)  chat + email + voice

 Collaboration Features         

Employee-Employee Chat Customer-Employee Chat Buddy Lists Employee Presence Push URLs to customers Page Pop worklist items and reminders Report Distribution Work Load Management Inbound email improvements

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Workflow in Peoplesoft

 New in 8.42  WSDL Support  SOAP Support  SOAP / WSDL bindings for CIs

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Interaction Console for Collaboration

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Collaboration through Chat Customer Facing

Application Page

Chat Window

Agent Facing

Application Page

Chat Window

Live Help

URL Push

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Customer facing Chat Window

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Employee facing Chat Window

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Benefits of 8.42 MCF in workflow

    

Realtime Collaboration Realtime Workload Distribution Realtime Escalation Minimal Coding required to enable Easy Setup and administration

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Workflow enhancements in PeopleSoft Applications

 CRM  Business Projects  Component Event Model

 eProcurement  Enhanced Approvals

 HCM  Enhanced Activity Guides

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Road Ahead       

Procedural to Definitional Process Logic Abstraction Model driven Processes

9.0

Standards Compliance Process Analytics KPI Driven Process Changes Collaboration enhancements

8.42

8.4 8.0

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Every PS Customer would be able to define, measure and improve processes using methodology of their choice

Other Sessions of interest

Session Title Date Time 1007 Enhanced Workflow Functionality in CRM 27-Aug 4:30 - 5:30 3018 Workflow to Enable Financial Best Practices 26-Aug 3:30 - 4:30 3045 Using WorkFlow to Improve Processes for GL 26-Aug 11:00 - 12:00 3103 Requisitioning Using Workflow 27-Aug 12:00 - 1:00 7022 Workflow Troubleshooting Techniques 26-Aug 12:30 - 1:30

Room 352 La Nouvelle AB 288-290 255-257 264

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Q&A

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