smart erp

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Vision Mission
Mission Provide smart, fast, flexible, cost
effective solutions to complex business problems
enabling our customers to focus on their day to
day business Approach We are Customer-driven
and result oriented. We put the customer first
throughout the development lifecycle delivering a
robust and scalable solution to meet business
challenges. Our Value Our expertise spans
across industries from Financial Sectors to
Manufacturing to Telecommunication. We leverage
our technical and domain expertise coupled with a
deep understanding of best business practices.
Our Values
Trust
Leadership
Team Work
Integrity
Corporate Social Responsibility
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Technologies
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What we offer

• SMART ERP Solutions is a one-stop shop for all
  your business needs. Our goal is to assist you to
  meet your business challenges. We provide a wide
  range of services to support your PeopleSoft
  application
• Build SMART solutions to support your business
  needs.
• Professional Services at any and all stages of
  your project.
• Upgrade to a newer release of PeopleSoft.
• On-site or on-line training to support your user
  community.
• Integrate third party solutions.
• Develop bolt-on enhancements.
• Support and Maintain PeopleSoft Applications.
• Showcase SOA technology to streamline Business
  Process.
• Position your ERP system for Fusion

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Business Requirements Smart Security

• Delivered Peoplesoft Security Options
• Business Unit
• SetID
• Ledger
• Book
• PayCycle
• Project
• Limitations of Peoplesoft security solution
• No options to restrict security by a chartfield
• Unable to restrict users from querying
  transactions based on chartfield security.
• Unable to restrict users from prompting on
  certain chartfields.

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SMART Security Solution

• Provide Flexible and Configurable option to
  restrict security by chartfield/s.
• Limit security by User or Permission list
  level or Row Security Class level or Role
  level.
• Enforce Chartfield/s Security during Data Entry
  and Inquiry pages.
• Allow administrator to apply/unapply security
  changes.
• Transaction Authorization is a Sarbanes Oxley
  Compliance issue.

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Key features

• Ability to limit access to transactional and
  inquiry pages by any field.
• Security can be limited by User, Role, Permission
  list or Row Security Class.
• Security for Inquiry pages and Data Entry pages
  can be limited by components.
• Security is enforced and also undone
  automatically with a click of a button.
• No customization. No Upgrade Impact.
• Can be applied to all PeopleSoft releases.

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Key features contd

• All changes can be tracked via audit files.
• Security can be implemented for multiple fields.
• It may substitute COMBINATION EDIT partially if
  the implementation is well planned.
• Limited onsite implementation assistance is
  needed.

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Security Implementation Process
Capture Security Requirements
Define Security Attributes
Configure Security Settings
Apply Security Settings
Validate Security
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Demo Scenario

• The following component will be included in the
  demo.
• Voucher Entry component
• Scenarios
• Find an Existing Value.
• During entry in Distribution Lines restricted
  access on prompts for secured chartfields.

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Security Scenario

• Configure Operator Security for Regular Voucher
  Entry Component
• Apply Operator Security to Regular Voucher Entry
  Component
• Validate Security by Accessing Voucher Entry
  Component for User APCLERK, APMANAGER, and
  APSUPERVISOR
• UnApply Security
• Validate Security by Accessing Voucher Entry
  Component for User APCLERK, APMANAGER, and
  APSUPERVISOR

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• Online Demo

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Frequently Asked Questions

• Our Tree is modified, what do we do now ?
• Go back to Define Security Attributes Component
  and Save.
• How do we turn on security for a new user ?
• Go back to Define Security Attributes
  Component, add your new user and Save.
• How do we add security to new component after the
  initial configuration?
• Go to Configure Security Settings add new
  Component.
• Go to Apply Security Settings component and
  apply the security.
• Will there be any impact on existing row level
  security?
• Our solution doesnt have any impact on
  Peoplesoft delivered row level security.
• ..Contd

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Frequently Asked Questions

• Should our security be based on tree nodes only ?
• Select the best fit for your existing business
  practice.
• Select tree nodes, values or both.
• How do we migrate this solution when we upgrade ?
  
• Roll back the security feature, using un-apply
  Security, following the upgrade to the PeopleSoft
  release reapply security.

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Other Available Solutions
Supplier Diversity Reporting Solution

• Key features of this solution are as follows
• Gain competitive advantage through supplier
  diversity.
• Take better Supplier Diversity Related Purchasing
  Decisions.
• Promote business opportunities for diverse
  businesses.
• Generate various supplier diversity expenditure
  reports.
• Syncs the suppliers in the system with agency
  published list.
• All feed file types are supported (CSV, XML,
  EXCEL).

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Business Requirements

• Supplier Diversity program is needed for any
  organization for ensuring that women, minority,
  and diversified business enterprises are
  provided the maximum practicable opportunity.
• Integrate Supplier Diversity Programs into
  procurement practices and be an advocate for
  diverse suppliers.
• Having a diverse supplier base strengthens the
  ability to conduct business across all cultures
  and geographies.
• Federal government and many State governments
  encourage organizations to follow Supplier
  diversity program.

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Supplier Diversity Challenge

• Required to report expenditures based on supplier
  diversity classifications in order to obtain
  government contracts
• Need automated way to gather the classifications,
  link them to vendors and report on the
  expenditures

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Associate Data to Vendors

• SmartERP Bolt On Solution
• Classification Mapping
• Secure XLS to Database Interface
• Application Engine to Normalize Data based on
  Tree Definition
• Verity Association
• Configurable Search on Diversity Data.
• Page Link on Vendor Record

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Associate Data to Vendors
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XLS to Database

• Exports Data Directly into Database
• Uses DB Security and Excel Macro

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XLS to Data Base

• Secure Upload Requires DB Login

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Classification Mapping
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Tree Structure
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Map Data Source
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Map Data Source

• Define Excel Map

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Map Data Source

• Transform Required?

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Data Upload
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On-line Entry and Inquiry

• Custom Link on Vendor Component

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Custom Entry Page

• Mirrors UCSF Vendor Request Form
• Effective Dated

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Reporting

• XML Publisher
• Custom to UCSF
• Federal, State, Minority
• Application Engine Populates Reporting Record
• Run to Report Repository, Excel or Window

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Reporting
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Reporting
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Other Available Solutions
Smart1099 Enhancements

• Tax reporting capability for Single Payment
  vendors.
• Tax reporting capability for Procurement Card
  payments
• Tax reporting capability for external invoices
  created for Vendors (not existing in Peoplesoft).
  
• 1099-S and 1099-Div forms can be generated within
  Peoplesoft system.

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Current Gap

• Peoplesoft Payables gap for 1099 Processing
• Tax reporting can not be done for Single payment
  vendors/Procurement Card Payments.
• Tax reporting can not be done for external
  invoices created for Vendors (not existing in
  Peoplesoft).
• Peoplesoft delivered 1099 forms include Misc, G
  and Int.

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Smart Solution

• Our offerings
• Tax reporting capability for Single Payment
  vendors/Procurement Card Payments
• Tax reporting capability for external invoices
  created for Vendors (not existing in Peoplesoft).
  
• 1099-S and 1099-Div forms can be generated within
  Peoplesoft system.

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Smart Solution
Demonstration Scenario

• Create a new invoice for a Single Payment Vendor.
• Upload vouchers created in external system using
  Excel upload program.
• Show various review/correction pages
• Launch various processes to generate 1099 reports
  and IRS tax file from Workbench
• Showcase product capability of handling 1099 for
  interfaced data and single payments.

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1099 External Vendor Processing Flow
Web Service
XML
Excel
External Temp Vendors
Integration Broker
Smart Loader
XSLT
NO
Workbench Review Approve Txn
Withholding Txn Staging
Custom 1099 Program
Auto Load
Vendor Exists
NO
YES
YES
Withholding Txn Table
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Frequently Asked Questions

• What do we need to do for the single payments
  that we already processed?
• Workbench provides options to send already
  processed data through 1099 processing.
• Will there be any impact on existing vendor data?
• Our solution does not have any impact on
  PeopleSoft delivered vendors.
• How do we migrate this solution when we upgrade?
• There is minimum upgrade impact as the delivered
  pages are impacted. Please see the product
  brochure to identify objects that are tagged for
  upgrade impact. However, impact objects are very
  few (2 pages).

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Smart Workflow Solution

• Enhance and extend ePro Workflow to all
  Financials Transactions (PO / Voucher / Journals
  / Invoice / ..)
• Extended Notification Functionality Based on
  Dynamic Routing Rules
• Simplified Approval Rule and Approvers
  Maintenance
• Speed Up Approval and Review processes
• Ensure Proper Enterprise Governance
• Support Ad-hoc Approvers and Reviewers
• Enable Third Party Entities to be Part of Your
  Workflow Process

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Smart Workflow Solution

• Demo Scenario
• Electronic Invoices received from vendors are
  Routed for Approval
• Vouchers created online will be routed for
  department level approval

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SMART Consulting Services

• Our services are as follows
• End-to-end implementation.
• ERP program management.
• Business process analysis and redesign.
• Gap analysis.
• Configuration, customization and implementation.
• Maintenance, production support and help desk.
• Upgrades.
• Enhancements New functionality, new modules.
• SOA Services
• Application integration.
• Training.

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Some of our Clients
State of Delaware Department of Finance
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Visit us at
http//www.smarterpsolutions.com
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