Gilead Sciences (Repeat Customer)
This growing biotech company uses ePerformance to help managers and employees do annual reviews. Like most users of the application, they were struggling with the up-and-down scrolling on the long performance review page.
Rather than show all the sections at once, tabs were added at the top of the sections and only one section was shown at a time. When users want to move from section-to-section, they click on the tabs. Not only did this remove the need to scroll up and down, but by moving through the tabs the users had a sense of progress on filling out the review.
Enhanced Job Descriptions
In order to make PeopleSoft the system of record for the company's job listings, the Job Descriptions and Job Families were enhanced to store decriptions by category. Additionally, XML Publisher reports were built to provide visibility to the system, and a scheduled app engine published reports for any Job Families that had been updated since the last run.
Weil, Gotshal & Manges (Repeat Customer)
This worldwide law firm uses ePerformance to do reviews for support staff. In addition to adding functionality to the delivered project, we also redesigned the UI to put more information at the users' fingertips.
While later versions of ePerformance allow non-managers to participate in the review process, the release they were on (8.8) did not. To solve this, we started by creating a new feedback template with the delivered building blocks. A few code changes to the performance review component enabled it to handle the new template type. Then we built a custom entry point for feedback reviews, where the attorneys could view a list of employees along with the status of their feedback. Finally, we created a component to allow supervisors to manage and track feedback, as well as send email notifications and reminders.
With the addition of feedback reviews, managers now had an additional tool to help them create employee reviews. However, out of sight is out of mind, so we needed to incorporate the feedback reviews into the manager's main work list. This observation also helped highlight the fact that the delivered product (even in its current release) does not do a good job grouping and presenting information. Instead, it requires a lot of drilling down into separate screens. To solve this, we wanted to bring all the information about the employee—the self evaluation, the feedback reviews, the manager's notes, and the review itself—into one work list.
To present all of that information in one place, we used two tricks that worked out pretty well. The first is a concept called the h-grid. Each row in the grid starts with a folder, and clicking on the folder shows sub-rows below it that include all the supporting documents. The manager now has a work list of reviews and can click into each to see the supporting documents. The second trick was to be able to give some visibility to the documents without having to click into each. To accomplish this we used an Ajax-powered hover preview. When you hover over the link to a document, it shows a summary of the document in what looks like a large tool tip.
What can I say as a client? Todd was awesome. His work was untouchable. I hired him for our toughest PeopleSoft projects many times over three years. You cannot beat this guy.
— Cal, IT Manager
Franklin Templeton (Repeat Customer)
Based in the San Francisco Bay Area, this investment management company evaluated PeopleSoft's ePerformance application before deciding to build a custom solution from scratch. The bolt-on application folded into their HRMS implementation and provided a forward-looking goal-setting functionality, both at the company level and the employee level.
Business Unit Goals
The first layer of the application enabled the company and each of its business units to define their goals. The multiple levels not only allowed goals to be described in detail, but the hierarchical structure also enabled the goals to roll up to each other.
Once the business units had established their goals, the next step was to have the employees do the same. The employee goals also rolled up to the company and business unit goals, allowing each employee to see how his and her accomplishments supported the company's goals.
In order to help employees fill out the new component, we built an Ajax-powered help feature. When users hovered over any label on the page, a small preview window popped up (essentially a large tool tip) that included message-catalog entry describing the purpose of the field.
Sterling Commerce (Repeat Customer)
This quick trip to Columbus, Ohio, was prompted by user frustrations with the Contracts and Billing modules. We spent a week talking to them about how they used the system and where the roadblocks were.
In some cases we were able to incorporate delivered functionality to solve their problems, while in others we worked with their staff to design small customizations that reduced manual entry or increased system performance.
In 5 days of work, Todd delivered on all of the action items we requested and eliminated our Contracts action list. Knowledge, service delivery and customer focus created a superior solution for our team.
— Mark, Manager Software Development
The main issue with this San Jose client's implementation of PeopleSoft's Enterprise Services Automation (ESA) was lack of adoption by users. We reviewed their system, looking for both short- and long-term solutions. For immediate help, we provided fixes and enhancements. We also proposed guidelines for future functionality.
This Chicago-based health care provider used PeopleSoft's Enterprise Services Automation (ESA) functionality to bill and manage revenue. Rather than the normal time and expenses that pass through Projects and Contracts, the company used patient data as the basis for the transactional system.
Vanilla, Vanilla, Vanilla
The goal, as usual, was to leverage the delivered processes as much as possible. To do this, we built a custom app engine that did all the data manipulation up front, then loaded the delivered Projects interface table. For some customers, transactions were summarized and the details were stored elsewhere—this provided a performance boost while still maintaining an audit trail. In other cases, we mapped detailed statuses into more simplified structure, which made creating rate templates easier. Once this process finished, it was nearly pure vanilla until the custom invoices.
Deferred Revenue on Transaction Billing
One issue was the need for them to defer revenue from some of their customers. While the Contracts application provides deferred revenue functionality for Fixed Fee items, there is no comparable functionality for transactional billing. We solved this without any custom code. We added an offsetting entry to the rate templates to generate deferral rows in Projects, then built accounting rules to post the entries. Add in a query and we had good visibility of the amounts as well. The deferred revenue was released manually in GL, then brought back to Projects by the GL-to-PC process.
Todd's product expertise as well as his ability to get in and understand our business processes made for one of the quickest and most successful ERP implementations I have ever been a part of. His technical and strong communication skills contributed substantially to our company's focus and success. It would be a pleasure to work with him again.
— Steve, Director of Enterprise Applications
Built framework within Workforce Compensation Solutions module to display content-specific data based upon tree clicks. Left side of page included an employee-based tree, right side of page displayed data. The framework enabled any employee or direct report data to be shown in any format.