This episode is packed full of insight from Jeff Dudas, ERP expert at Sarasota Memorial Healthcare System. He shares insights into the organization’s journey to transfer paper-based documents and processes to electronic ones using PeopleSoft. The discussion covers the implementation of an electronic project request form to replace a manual, paper-based process, a successful go-live with PeopleSoft grants that eliminated reliance on a third-party Access database, and the organization’s upgrade strategy for PeopleTools 8.62. Additionally, Jeff details a novel AI-powered automation project for non-PO invoice processing, highlighting improved efficiency, user adoption, and change management lessons. Listeners can look forward to upcoming presentations on grants and AI at Blueprint4D, reflecting Sarasota’s commitment to leveraging PeopleSoft innovation for business success.

01:05 Jeff Dudas PeopleSoft Journey

02:02 Project Request Form

11:00 Grants Go Live

17:03 PT 8.62 Upgrade

22:57 AI empowered invoicing for non-PO invoices

29:26 BP4D 2026 sessions