RECONNECT 24: Forms Follow Functionals: Implementing Gideon Taylor eForms with a Happy Ending

Gideon Taylor eForms for PeopleSoft allow functional users to create forms with minimal assistance from technical resources. The City of Albuquerque has used GT eForms since 2022 in both HCM and FSCM. We have created forms to streamline P-card management, initiate employee transfers and request new grant setup. GT eForms allows our functional team to create high quality forms, often with minimal input from our technical team. However, it is complex software with a definite learning curve. Many use cases require heavy technical assistance. For example, we have forms that execute a component interface on Approval. We’ve also had to create views to pull in data from other systems. We really like the product and want to share our experience with other entities. Our presentation targets organizations that have already implemented GT eForms or are in the process of doing so. We will not be demonstrating the product or reviewing the feature set.
The presentation will focus on the factors that allowed our organization to adopt the tool quickly.
• City ERP Team Structure – Implemented to a small, centralized team
• Functional Team Core Skills – Functional team divided by module, comfortable with Query, Approval Workflow and system configuration.
• Cooperative Ethic – Good communication, willingness to share