Midwest Presentations

Ghost Card: What happens when you step back and question customization? 

10-09-2018 10:38 AM

After two and a half years of design and development to pull credit card transactions into PeopleSoft Finance from a third party system, it was determined that the customization being attempted was impossible. The project team had to start over. The approach taken was to look at current processes to manage purchase orders in PeopleSoft Finance, and figure out how to make the new Ghost Card (credit card transaction) purchase orders behave the same way. What was learned was that there was a bunch of defaults and out of box functionality that wasn't currently being utilized.
Six months later the project team was able to deliver a product that not only gives visibility to encumbrance balances, but also improves several of the colleges existing processes around purchase orders, with very little customization, increasing productivity for the Accounts Payable department, and reducing non-value added work.

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