PeopleSoft Mobile Expenses at Hackensack Meridian Health : PeopleSoft Expenses with Fluid UI, Duo and Twilio Text Receipts 104610 Randall Johnson SpearMC Vice President, Sales & Delivery [email protected] Kawaljit Ahluwalia IT Business Applications Kawaljit.Ahluwalia@hackensackm eridian.org June 1, 2020
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PeopleSoft Mobile Expenses at Hackensack Meridian Health :
PeopleSoft Expenses with Fluid UI, Duo and Twilio Text Receipts
104610
Randall Johnson
SpearMC
Vice President, Sales & Delivery
Kawaljit Ahluwalia
IT Business Applications
June 1, 2020
Agenda
• Introductions• Hackensack Meridian
Health
• SpearMC
• Fluid Migration • Why now?
• Change Management
• Lessons Learned
• Mobile Security and User Experience
– Keeping Up with User Demands
– Accessing PeopleSoft Remotely
– PeopleSoft From any Device
– Two Factor Authentication via DUO
– Utilizing Twilio for Text To Wallet
• Gary R. Wilhelm, Sr.
• Vice President, Business Applications
• Hackensack Meridian Health
About Hackensack Meridian HealthHackensack Meridian Health (HMH) is a leading not-for-profit health care organization that is truly the most integrated health care network in New Jersey. Our mission is to is to transform health care and be recognized as the leader of positive change. This transformation isn’t just about providing better care to our patients – it’s about creating a better place to work for our team members.Goals established for 2018:
▪ Enable Open Enrollment for HMH team members on PeopleSoft HCM
▪ Enable Leader Self Service in the PeopleSoft Fluid UI
▪ Enable Employee Self Service in the PeopleSoft Fluid UI
▪ Enable PeopleSoft Fluid UI for Leader Self Service and Employee Self Service via the Internet.
▪ Provide secure access to PeopleSoft remotely for all team members to Open Enrollment, Employee Self Service (HR, Benefits and Payroll)
▪ Provide secure access to PeopleSoft remotely for Leader Self Service (HR and Payroll)
▪ PTF and Test Automation
▪ Implement of Elasticsearch to replace SES on PeopleSoft HCM
About Hackensack Meridian Health
HMH has earned multiple Innovator Awards in the past 2 years of their PeopleSoft Optimization Journey
Your Presenter
Randall JohnsonVice President, Sales & Delivery
• Hometown: Chicago, IL
• My roles: Build Highly Effective Project Teams; Educate Clients; Manage
Engagements
• My focus: PeopleSoft Financials Modernization
About SpearMC
Founded in 2004, SpearMC specializes in:
▪ PeopleSoft FSCM, HCM, SCM, ELM, Grants Management
▪ PeopleSoft Hosting on Oracle Cloud Infrastructure
▪ Hyperion EPM and PBCS
▪ PeopleSoft and Tools Training
▪ PeopleSoft Testing as a Service
▪ PeopleSoft & Hyperion Sales
▪ PTF and Test Automation
▪ OBIEE Business Intelligence
▪ PeopleSoft Managed Services
About SpearMC
9
SpearMC Sessions at Quest Digital Event
PeopleSoft Mobile Expenses at HMH: PeopleSoft Expenses with Fluid UI, Duo and Twilio Text ReceiptsSession ID: 104610
Randall Johnson w/ Hackensack Meridian Health
Monday, June 1, @1:30 PM EDT
Children’s Hospital of Wisconsin: From Outdated and Risky, to Optimized and Rock-SteadySession ID: 104560
Millie Babicz
Date: Wednesday, June 3, @11:00 AM EDT
Integris Health stays current on PeopleSoft through Managed Testing and PUM servicesSession ID: 104510
Tom Tretter
Wednesday, June 3, @2:45 PM EDT
PeopleSoft Lease Management at ANZ Bank: Lease compliance and business intelligence in one solutionSession ID: 104630
Marcus Bode
Thursday, June 4, @11:00 AM EDT
Customer Case Study for FFNWB: A Fast, Lean Migration: PeopleSoft on the CloudSession ID: 104530
Cameron McClurg
Thursday, June 4, @3:15 PM EDT
PeopleSoft Mobile Expenses – Fluid Migration
PeopleSoft Mobile Expenses
Why now?
• Users wanted modernization for PeopleSoft
• Technical team wanted a standard platform for look and feel
• Remote access demands were ever increasing
• Ability to fully utilize workflow across multiple channels
• Desire to move to a paperless operation
PeopleSoft Mobile Expenses
Change Management
• Focus on Core User Groups for Dashboard Design
– Executive Leadership
– Employee Self Service
– External / Guest Access
• Breadcrumbs are Gone – Get Over It
– Direct Link Tiles are the way to go
– Navigation Collections are a great feature too
– Customized Nav Bar Tiles work just fine
Mobile Expenses Screen Shots
Mobile Access
The Problem
• Increased demand from user community for remote access
• HMH growth is fueling need for: • Standardization• Simplification• Accessing Remotely• Simple requirement: “Quick access from my phone” • Rephrased – Access from Anywhere on Any Device at Any Time
• Needed to provide mobile access, without compromising on security controls
Mobile Access
The Solution
• Standardization onto the Fluid User Interface (shown previously)• Deployment of DUO Two-Factor Authentication• Implementation of Appsian’s Application Security Platform
The Results
• Prototype installed and functioning within 1 week• Within 1 month, deployed Leader Self Service and Employee Self Service• Received PeopleSoft Innovator Award at OpenWorld 2018!
Mobile Access – A Few Screenshots
Mobile Access – A Few Screenshots
Mobile Access – A Few Screenshots
User Training – Powered by Adobe Captivate
User Training – Powered by Adobe Captivate
Business Case
eXpense Summary
23
Expense Report Count
2024
Travel Request Count
106
eXpense Summary
as of 04/21/2020 10:00 PM
eXpense Status Summary
24
eXpense Creation Trend
25
eXpense Submit Trend
26
eXpense Approval Trend
27
eXpense Creation / Submitted / Approval Comparison
28
eXpense Go Live Unit Summary
29
eXpense HMH Region Summary
30
eXpense HMH Team Member Trend
31
eXpense ROI
32
Description Cost / Report Total
Total PeopleSoft Expenses 145,123.50$
Current PS Expense Report Submitted 1,426
Cost per Reports 6.46$ 9,211.96$
Projects Expensible Cost to Date 9,211.96$
Remaining Return on Investment (135,911.54)$
ROI Recoupe Best Forecast Date 12/16/2020
ROI Recoupe Nominal Forecast Date 04/8/2022
ROI Recoupe Worst Forecast Date 04/25/2023
eXpense ROI Summary
eXpense ROI Forecast Comparison
33
eXpense $ Summary
34
eXpense $ Trend
35
Note: Paid Amount Running Total only includes expenses for “Approved for Payment” or “Paid” expense status
Travel Request Status Summary
36
Travel Request Count
as of 04/21/2020 10:00 PM
106
Travel Request Action Summary
37
Travel Request Created Trend
38
Travel Request Submitted Trend
39
Travel Request Approval Trend
40
Travel Request Date Comparison Trend
41
Travel Request Team Member Trend
42
Travel Request Day Statistics
43
Travel Request Days Comparison
44
Expense Monthly Summary
45
Expense $ Monthly Summary
46
Travel Authorizations Monthly Summary
47
Expenses Implementation – Lessons Learned
• Twilio Text Feature – Evaluated but ultimately determined an ROI would not work
• Oracle Maps Feature – Evaluated and Rejected. Missing key features desired, including “Save” favorite locations & auto-generate travel map as attachment
• Roll out in waves was an appropriate approach
• Recorded trainings work best as MP4, excluding the ‘guided learning’ option in Adobe Captivate
• Dashboards to track user adoption are best practice – and enables ability to track ROI as well
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