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
Integration Web Services

workflow
workflow
workflow
App workflow App App App

Application Foundation

Collaboration

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 PeopleSoft Application Stack for Workflow/BPM

Measurement
Reporting & Analytics
Web Services
PS Integration Broker

workflow
workflow
workflow
workflow
Workflow CRM FDM HCM SCM

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
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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 Inventory
Check Product TP
/ HT Application
Availability M L
h: X
c
1 Syn

PeopleSoft
3 CRM Asynchronous 5
& Sales Order Fulfillment
Save &
Integration
Publish
Broker XML / HTTP

4 Asynchronous
Sales Order 5
XML / HTTP
Drop Ship

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 Workflow across systems ( PS to PS )

1.) Publishes Customer 2.) Transforms and routes

Profile Request Message message to PS CRM

PeopleSoft Integration 4.) Transforms and routes

XML message back to PS SCM
SCM Broker

5.) Receives Customer

XML
Proifile Request reply
message and continues on

PeopleSoft
CRM

3.) Subscribes to message,

invokes Customer Profile
Component, formats message,
sends reply
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 Workflow across systems ( PS to non-PS )

1.) Publishes Customer 2.) Transforms and routes

Profile Request Message message to third party

PeopleSoft Integration 4.) Transforms and routes

XML message back to PS SCM
SCM Broker

5.) Receives Customer

SOAP
Proifile Request reply
message and continues on

Third Party
System

3.) Subscribes to message,

invokes Customer Profile
Component, formats message,
sends reply
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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

Page 19
Enable Component for Notification

Page 20
Enable Role to Notify

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Define Template Variables

Page 22
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 Agent Facing

Application Page Chat Application Chat

Window Page 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

8.42
Collaboration enhancements

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 Room

1007 Enhanced Workflow Functionality in CRM 27-Aug 4:30 - 5:30 352
3018 Workflow to Enable Financial Best Practices 26-Aug 3:30 - 4:30 La Nouvelle AB
3045 Using WorkFlow to Improve Processes for GL 26-Aug 11:00 - 12:00 288-290
3103 Requisitioning Using Workflow 27-Aug 12:00 - 1:00 255-257
7022 Workflow Troubleshooting Techniques 26-Aug 12:30 - 1:30 264

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Q&A

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