Presented at BLUEPRINT 4D
Session ID: P-050133

Join us for an insightful session on transforming financial reporting at UNC Chapel Hill. We moved from static IT-managed nVision reports to a self-service, Excel-based approach, empowering deeper analysis and quick responses without IT reliance. Discover how our Microsoft Excel expertise revolutionized our process with live, drillable PeopleSoft data in Excel, streamlining tasks like variance analysis. Automated data collection redefined budgeting, freeing time for strategic initiatives. This session is ideal for finance professionals seeking practical insights to enhance efficiency and agility in financial reporting. Don’t miss the chance to learn from our experience and apply these strategies in your organization.

This session is eligible the following CPE credits: NASBA

Speaker: Sheri Olson UCLA

Presented at BLUEPRINT 4D
Session ID: P-050229

An initial Proof of Concept was performed using the delivered PeopleSoft Payment Request functionality. However, the delivered PeopleSoft Payment Request form did not have the SRS required fields and controls to meet all Non-PO APV requirements.
SRNS IT Developers; designed and developed a bolt on Payment Request system was created to replace the Site-Wide Forms.
To accommodate SRS specific requirements a custom bolt-on fluid self-service interface called the “SRS Payment Request Center” was created to enable more flexibility of the user interface and provide tailored workflow to each site-wide form individually.
Using AWE (Approval Workflow Engine), the delivered PS Payment Request processes will process data through the voucher build process to create a voucher to be processed into a payment.
This approach minimizes maintenance, avoids customizations, and maximizes usability/functionality.

This session is eligible the following CPE credits: NASBA

Speaker: Dianne Taylor, Savannah River Nuclear Solutions

This was presented at Quest Experience Week 2024.