ERPA’s PeopleSoft Fluid as a Service

Customers with the PeopleSoft 9.2 applications combined with People Tools 8.54 or higher have a PeopleSoft platform that allows for advanced capabilities where they can enhance the functionality and usability of the system. These include Analytical Dashboards, Home Pages, Navigation Collection (Pages Groupings), Work Centers, Pivot Grids, Performance Tiles, Forms Builder, Fluid Forms & Approvals, and Fluid UI experience for end users.

ERPA customers are saying they want assistance and direction with how to utilize these features. ERPA has heard our customer needs and is providing services to assist customers with capitalizing on this functionality. These services start with PeopleSoft Fluid Rapid Deployment Services for delivered Fluid roll-out and custom Fluid Development Services.

Customer Drivers for implementing Fluid

Customer Challenges in Implementing Fluid

  • Lengthy requirement gathering and overall time to implement
  • Customers need to be educated on Fluid technology before providing requirements
  • IT and BAs need to be educated on new technology. For example: HTML5, CSS3, and Java development for Fluid deployment etc.
  • Extensive research is needed to deliver intuitive and analytical dashboards
  • Confusion on what and how to implement as everything is not on Fluid yet
  • Lack of expertise to handle customizations for Fluid only pages
  • Lack of understanding on how to exploit analytical features like Home pages, Dashboards, Pivot Grids, Activity Guides, Analytical tiles, Work Centers to deliver value to the end users

Features of ERPA Fluid as a Service (FaaS)

  • PeopleSoft Application Services delivered Fluid Roll-out: The roll-out of PeopleSoft delivered Fluid is largely configuration of the ERPA’s “pre-built “custom Fluid Packages following the business requirements gathered from the end user community within the PeopleSoft Human Capital Management, Financial Supply Chain and Campus Solutions suites.
  • PeopleSoft Custom Fluid Development:The development of custom Fluid pages will follow the full solution life cycle of requirements gathering, functional specifications, design and development, testing and documentation to meet the unique needs of the customer not met by the ERPA pre-built Fluid packages.
  • Customer Advantages gained from ERPA Fluid as a Service (FaaS):
    • Gives customers instant access to on-demand functional & technical Fluid expertise.
    • ERPA “Rapid Fluid Deployment Methodology” accelerates the time to get Fluid in production.
    • Built-in ongoing Fluid enhancements, support and maintenance.

ERPA’s Implementation Methodology for Fluid

  • Deployment time – Up to 2 weeks
  • Prebuilt Analytical Dashboards
  • Prebuilt Homepages
  • Assessment, Configure, Test, and Deploy
  • Custom Tiles will need to be added extra

Customer Benefits gained from ERPA Fluid as a Service (FaaS)

  • Customers gets a guided value map to implementing Fluidon:
  • Knowledge on how handle customizations to prevent loss or need for re-development.
  • On-demand expertise for Fluid development
  • Pro-active monitoring and deployment of future Fluid features that could eliminate custom Fluid Packages
  • Single responsive user interface that can be used across any device
  • Improved Navigation and Activity Guides
  • Improved productivity through role or job duty based home pages, dashboards and WorkCenters, notifications, forms builder, and simplified analytics.
Role Primary Usage Device Fluid Benefits


  • Dashboard Metrics
  • Alert Notifications
  • Indicators
  • Streamlined Workflow
  • Improved Productivity

Power Users

  • Self Service
  • Home Pages/Analytical Dashboards
  • Streamlined Workflow
  • Improved Productivity

Business Users

Mobile & Desktop
  • Self Service
  • Home Pages/Analytical Dashboards
  • Streamlined Workflow
  • Improved Productivity


  • Self Service
  • Home Pages/Analytical Dashboards
  • Streamlined Workflow


  • Self Servicee
  • Home Pages/Analytical Dashboards
  • Streamlined Workflow
  • Improved Productivity

Prebuilt Customized& Configurable Dashboards/Homepages for:

For Campus Solutions Users:

  • Applicants
  • Students
  • Advisors
  • Faculty
  • Provost
  • Admissions and Enrollment Office
  • Registrar – Records Office
  • Financial Aid Office, Loan  Officers
  • Bursar – Student Financials Office

For HCM Users:

  • Guest
  • T&L Administrator, Department Approvers
  • Payroll Administration
  • Benefits Administrator
  • HR Administrator, Workforce Administrator
  • Budget Administrator
  • Recruiters
  • Employee Self Service
  • Manager Self Service etc.

For Finance Users:

  • Requester, Receiver, Cost Center Manager
  • Buyers, Buyer Manager, Procurement Contract Specialist
  • AP Clerk, AP Specialist, AP Manager, Pay Cycle Manager
  • GL Accountant, GL Chartfield Manager
  • Billing Specialist, Billing Manager
  • AR Specialist, AR Manager
  • Inventory Specialist
  • Reimbursements, Cash advance, Expense Approver
  • AM Clerk, AM Specialist, AM Manager
  • Grant Management
  • Project Costing

For Admin Users:

  • Security Specialists, Security Admins
  • Project Managers
  • Help Desk
  • Customer Service
  • IT

Fluid as a Service (FaaS) includes the following deliverables:

  • Analytical Dashboards for Self Service Employees, Managers, Administrators and Professionals
  • Customized Home Pages by job duties
  • Navigation Collection (Pages Groupings) for Specialists
  • Work Centers
  • Pivot Grids for Analytics
  • Performance Tiles
  • Forms Builder
  • Fluid Forms & Approvals
  • Fluid UI experience for end users
    • Self Service Employees/Managers, HCM Administrators, Financial Professionals, Campus Admins, Faculties

Guided Value Map

  • Roadmap Development : Free workshop to gain knowledge and understanding of Fluid capabilities, use cases and how to get started.
  • Adoption : Deployment of vanilla Fluid
  • Enhancement : Deployment of custom Fluid
  • Support : Fluid Management Services