PeopleSoft Treasury Management Consultant

We asked one of our veteran Oracle/PeopleSoft consultants who’s currently finishing a contract with one of the big five firms as a Cash and Treasury Management lead as how he spends his day and below is what he came back with. In simple terms, this is how an ERP functional consultant’s day looks like 🙂

As a PeopleSoft Cash and Treasury application Functional consultant, I am often asked how I spend my days. No two days are alike, but there are certain activities that I find myself doing regularly. Here are ten things you may not know about the work of a PeopleSoft Functional consultant.

  1. Researching new software features and capabilities: With each new release of PeopleSoft, there are always new features and capabilities that need to be researched and evaluated. As a functional consultant, it is my responsibility to stay up-to-date on what is available so that I can make recommendations to my clients on how they can best take advantage of the new functionality.
  2. Configuring software to meet specific business needs: Once the research has been done, and a decision has been made to implement a new feature or capability, it becomes my responsibility to configure PeopleSoft to meet the specific needs of my client’s business. This usually involves working with other members of the project team, such as business leads, developers, and testers, to ensure that everything is properly set up and working as it should.
  3. Writing documentation: A large part of my job is documenting everything that I do. This includes documenting the research that was done, the configuration steps that were taken, any user training that was conducted, etc. This documentation is important not only for me to keep track of what was done, but also for others who may need to reference it in the future.
  4. Training users on how to use the software: One of the most important aspects of my job is training users on how to use the software correctly. This includes both end users who will be using the software on a daily basis, as well as system administrators who will be responsible for maintaining it. I typically provide both written documentation and verbal instructions during training sessions so that users have all of the information they need to be successful with the software.
  5. Writing proposals for potential projects: Another big part of my job is writing proposals for potential projects. This usually involves creating a detailed document that outlines what we would do if we were hired for the project, as well as an estimated cost for our services. Proposals can be very time-consuming, but they are essential in winning new business.
  6. Creating reports: Once a module is in production and running, I often find myself modifying existing reports or creating new reports for my clients. These reports help them track their progress and gauge whether or not they are meeting their goals. I typically use Queries, BI/Crystal Reports or SQL Reporting Services to generate reports, but I am always open to trying new reporting tools if my clients have specific needs.
  7. Providing business and technical support: Even after a project has been completed, there are still often times when clients need business or technical support. Whether they are having trouble using one of the features I configured or they just have general questions about how PeopleSoft works, I am always available to help them out. 􏰀
  8. Staying up-to-date on recent trends: Technology evolves, so does PeopleSoft. In order to keep my clients’ systems up-to-date and running smoothly, I continuously stay abreast of recent trends in technology so that I can proactively make recommendations on how they can improve their systems .
  9. Networking with other consultants: There are always new things to learn in this business , so it is important for me to network with other consultants who might have different areas of expertise than I do. This helps me keep up-to-date on all of the latest trends and also allows me to share ideas with other people who might be facing similar challenges.
  10. Staying current on Peoplesoft releases: Because Peoplesoft releases new images and fixes/versions on a regular basis, it is important for me to stay current on all of the latest releases. This way, I can ensure that my clients’ systems are always up-to-date and compliant with any changes that have been made by Peoplesoft.

Conclusion: As you can see, there is much more to being a PeopleSoft functional consultant than just working with numbers all day! We wear many different hats during our day-to-day work lives, but at the end of the day, our goal is always the same: To help our clients get the most out of their investment in PeopleSoft! Thanks for reading!

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