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PeopleSoft Financials InView (inView)

Goal

Accelerating receivables by increasing Customer collaboration

Description

The PeopleSoft Financials InView (inView) solution engages Sales, Finance and Business leaders by providing contextual insight to the Customer portfolio.

inView extends PeopleSoft Financials at your context by providing an engaging platform to track receivables and enable on-time payments. Solution also enables continuous measurement of your portfolios.

inView solution provides you and your team a significant impact on Customer collaboration and Organization performance.

Contextualization

Contextualization is a technique used to provide enterprise information at the context of the business users, there by optimizing the IT-user experience seamlessly. Contextualization helps drive business value by delivering the right experience to the right user at the right time on the right device.

Highlight :

inView is an application that will aid Sales team, Finance, Business leaders to achieve their objectives in an efficient way. The solution helps you to contextualize your Customers in number of perspectives.

a) Access Customers nearing payments – View by payments dates & amounts

b) Customers who missed payments – View by amounts & arrears days

c) Customers by the size of their current portfolio – View By portfolio size

d) Relationship with your organization – View by relationship tenure

e) Customers around you – Identify Customers around your current physical location

f) Customer contacts around you - Identify Customer contacts around your current physical location

Just a touch or a tap on any of these Customers, lets you see the entire Customers insight along with a multi-channel option to make the Customer connection.

Customer insight:

User by tapping any of the Customers (retrieved by their contextual selection) from their portfolio, inView provides a) Complete Customer portfolio details and b) Rapid Customer contact options.

Customer portfolio details:

inView provides deep insight on the Customer. Users can check on the many of the Customer information including:

a) Past Due

b) Doubtful payments

c) Disputed payments

d) Balance amount

e) Credit Limit

f) Utilization

g) Last Payment made

h) Days in arrears

i) Customer Risk Value

j) Payment terms.

k) Customer sales volume comparison

l) Invoices

Users can also look up on all Invoices. The solution provides easy means to viewing all invoices - by open invoices, invoice items, Amount or date. Users can also measure their performance by looking up on their Customer’s sales volume month on month for last few years.

Rapid Customer Contact: inView provides the business user with rapid Customer contact option for immediate reach and collaboration. Rapid contact channels include:

a) Call your Customer

b) Email

c) Plot Customers on the Google Map

d) Drive direction on Google map from where you are located now to the Customer / Customer contact

e) Adding to your Android device contact list

Technical details :

Oracle PeopleSoft Financials 9.1

PeopleTools 8.52

Google Location Based Services & Google Android

*Oracle PeopleSoft, PeopleSoft, PeopleTools is the registered trade mark of Oracle Corporation in US and in several other countries.

*Google is the registered trade mark of Google Inc in US and in several other countries.

About

Hexaware is one of key innovators in providing enterprise mobility solutions. With a backing of strong domain knowledge, we have been building solutions for changing business life’s which defy simplicity and flexibility on the move. Hexaware has been one of the prominent companies and early adopters for providing end-to-end IT and BPO services. Hexaware’s true commitment across the Financials & ERP value chain has been felt by many Fortune 1000 companies across the world.