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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.
Trust Leadership
Our Values
Team Work Integrity
Corporate Social
Responsibility

•Web 2.0 (Ajax / JSF)
•SOA
•J2EE
•Oracle / DB2
Bolt-on
Products
Home
Grown
Products
•Java / EJB
•ASP .NET
• MS SQL
•BPEL
•Messaging
•Portal
•WSRP
Integration
Solutions
ERP
Solutions
•PL/SQL
•Forms
•People tools
•ABAP
•ADF

 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

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 … cont’d

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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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 doesn’t have any impact on Peoplesoft delivered row level security.
…..Cont’d
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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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

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

 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















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

Other Available Solutions

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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Excel
Smart
Loader
Withholding
Txn
Staging
1099 External Vendor Processing Flow
XML
Integration
Broker
XSLT
Web Service
External Temp
Vendors
Custom 1099
Program
NO
Vendor
Exists
YES
Auto
Load
YES
NO
Workbench
Review
&
Approve Txn
Withholding
Txn
Table

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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
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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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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