101480 Presented at RECONNECT 19

The County of Sonoma successfully implemented PeopleSoft (PS) 9.1 Financials and Supply Chain Management (SCM) in 2014, Phase II (additional modules) in 2015 and upgraded to PS 9.2 Financials and SCM in 2017.  After three years of implementation and upgrade, it was determined that the Enterprise Financial System (EFS) project team needed to transition to an ongoing support team to ensure the continued success of Sonoma County’s multimillion dollar investment. Over a nine-month period, a dedicated team analyzed both internal and external factors to determine an effective service delivery model to present to the EFS Leadership Team garnering their support for approval to move forward and transition the EFS project team to a fully functioning support organization. This case study will walk you through the steps EFS used to develop their service delivery model and illustrate the successes they have achieved since the adoption of their service delivery model.

Presented by Stacey WilkBrooks, County of Sonoma

101450 Presented at RECONNECT 19

Is your organization struggling with how to properly execute PUM updates? In this presentation, we will walk through a successful FSCM PUM update project. We will discuss the overall approach, the timeline, the resources required, the project structure, major tasks and activities, success factors, and lessons learned.  This presentation will assist your organization with content to support a successful PUM update.

Presented by Shannon Roche, MIPRO Consulting

101280 Presented at RECONNECT 19

This demonstration shows how to set up a WorkCenter in PeopleSoft 9.2 and how it will assist employees by alerting them of tasks that need to be completed. This will apply to Procurement, Finance, and HCM modules owners.

Presented by Matthew Poupitch, New Resources Consulting, Inc.

102190 Lone Star College Manages Cash and Investments with PeopleSoft Cash and Treasury Solutions Presented at RECONNECT 19 Managing day-to-day cash is critical to the Treasury organization and they need the tools to accurately forecast cash requirements, efficiently process payments and manage the investment and debt portfolio accurately. PeopleSoft Cash and Treasury is a robust…

102090 PeopleSoft Asset Lifecycle Management: Efficiency and Controls Presented at RECONNECT 19 In this session, you will learn how PeopleSoft Asset Management, PeopleSoft Lease Administration, and PeopleSoft Maintenance Management can help your organization adapt to business process changes and compliance requirements. We will highlight new and planned features aimed to help you manage your asset…

102030 Billing and Accounts Receivable Round Table Presented at RECONNECT 19 Open forum for users of the order-to-cash modules (GPCARBI) to discuss best practices, ask questions of other users, etc. David Laden, University of Minnesota

100960 Presented at RECONNECT 19 Design and implementation of security for a new PeopleSoft module from scratch can be daunting.  This presentation outlines the key security design considerations and challenges faced during project deployment for the Lease Administration module in PeopleSoft 9.2. Mary Oris, Ascension Health

101940 Maximize use of PeopleSoft for your Billing Activity Presented at RECONNECT 19 This session will explore the use of the PeopleSoft Billing module for processing your organization's invoicing activity.  Topics to be covered include customer maintenance, bill entry (keyed, interfaced, spreadsheet upload), invoice distribution, billing adjustments, and sales tax. The presentation will include discussion…

101930 Streamline payment processing and collections with PS Accounts Receivable Presented at RECONNECT 19 This session will explore the use of the PeopleSoft Accounts Receivable module for processing your organization's receivables.  Topics to be covered include customer maintenance, receiving payments (cash, check, EFT, and credit card payments), payment application, handling unidentified and unapplied payments, collections…