Enterprise Reporting for ERP Systems

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  • Enterprise means organisation wide Resource refers to all the resources at your disposal – customers Planning means looking at the long term view rather than just current and Historically, companies created “islands of automation”. A hodge-podge of various systems that operated or managed various divergent business processes. Sometimes these systems were integrated with each other and sometimes they weren’t. Sometimes they were loosely interfaced and sometimes they were more tightly interfaced. What is an ERP – Key Characteristics seamless integration of all the information flowing through a company – financial and accounting, human resource information, supply chain information, and customer information.
  • Enterprise Reporting for ERP Systems

    1. 1. Getting more mileage out of your ERP systems Ambareesh Kulkarni
    2. 2. ERP systems <ul><li>An Enterprise Resource Planning (ERP) system is a generic system that supports common business processes such as ordering and invoicing, manufacturing, etc. that allows a company to: </li></ul><ul><ul><li>Automate and Integrate majority of its business processes </li></ul></ul><ul><ul><li>Share common data and practices across the enterprise </li></ul></ul><ul><ul><li>Disseminate and manage information real time </li></ul></ul>
    3. 3. ERP value to business <ul><li>Real time response to business problems </li></ul><ul><li>Avoid organizational silos </li></ul><ul><li>Continuous business process improvement </li></ul><ul><li>Reduction in operational management costs </li></ul><ul><li>Uniform and unified access to data across the enterprise </li></ul><ul><li>Better information for knowledge and decision makers </li></ul>
    4. 4. What do users want? <ul><li>Simple application interfaces. Provide results in fewest possible steps </li></ul><ul><li>One place to go to get data & reports. </li></ul><ul><li>Don’t like being asked too many questions, want the intelligence to be built in the software itself </li></ul><ul><li>Don’t want to choose their own tools </li></ul><ul><li>Want Self Service capabilities, as business units don’t typically have resources to build their own reporting applications </li></ul><ul><li>Have the flexibility to go back and reiteratively define the result - or several related results - as simply and intuitively as possible </li></ul>
    5. 5. What does ERP often offer? <ul><li>Very poor response with slow running reports and queries </li></ul><ul><li>Multiple hard to use tools for reporting </li></ul><ul><li>Limited real time reporting capabilities </li></ul><ul><li>Query tools that require end users to navigate through cryptic table names and create their own joins </li></ul><ul><li>Batch reports that have redundant information </li></ul><ul><li>Heavy reliance on IT for simple customizations </li></ul><ul><li>Limited # of batch reports that are run by administrators </li></ul><ul><li>A one size fits all approach to report content and format </li></ul><ul><li>Reports are module specific </li></ul>
    6. 6. Actuate’s Extensible Architecture 1. Build highly scalable information applications 3. Rapidly change reporting applications to evolving needs 2. Assemble, deploy and manage Enterprise reporting apps easily
    7. 7. Key services provided by Actuate <ul><li>Content/Portal Integration </li></ul><ul><li>Application/Platform Integration </li></ul><ul><li>Data Access </li></ul><ul><li>Personalization </li></ul><ul><li>Security Integration </li></ul>
    8. 8. Enterprise Reporting Platform CRM HRMS IT Management SCM Other ERP Actuate Server Centric Architecture Portal Process Integration Web Apps Content Enterprise Reporting Management Console Employee Business Partner Customer
    9. 9. Seamless Access to Actuate
    10. 10. Actuate content rendered through iViews
    11. 11. Seamless Access to Actuate
    12. 12. PIA Integration with Actuate iServer SQL JOLT HTTP/HTML Actuate Active Portal Actuate Web Services Actuate Management Console Application Server T U X E D O S Q L Services App Messaging Processor Query Processor Component Processor Bus Interlink Processor User Interface Generator Process scheduler Portal Processor Security Manager Application Engine RDBMS Server RDBMS Instance Application Data Tables Application Meta data Portal Registry Batch Processes Process Scheduler Server http Server Java Servlets Portal Servlet Presentation Relay Servlet Integration Relay Servlet Web Browser
    13. 13. Actuate/SAP component architecture
    14. 14. Actuate integration with Websphere Portal platform Local Portlet Local Portlet Portlet Container Aggregation Customization User Registration/ Selfcare Authentication Authorization Local Portlet Local Portlet Local Portlet Remote Portlet Remote Portlet Actuate Remote Portlet Remote Portlet Web Services User Information Portlet Settings Portlet Inst. Data User‘s Selections Portlet Proxy Portlet Registry External User Registration (RSSE) SOAP
    15. 15. Custom Data connector for PeopleSoft
    16. 16. Integration with PeopleSoft trees
    17. 17. Actuate Reports source data using Trees
    18. 18. Custom Data connector for SAP R/3
    19. 19. PeopleSoft Security Integration Option A Option B
    20. 20. SAP Security Integration SAP R/3 Actuate I-Server RSSE Custom ABAP Functions Z_ACT_GET_USER_LIST Z_ACT_GET_ROLE_LIST Z_ACT_GET_ROLES_OF_USER …… .. …… .. SAP Remote Function Call (RFC) Interface FUNCTION Z_ACT_GET_USER_LIST. *&quot; IMPORTING *&quot; VALUE(P_USER) TYPE XUAUTH *&quot; TABLES *&quot; ET_USERS STRUCTURE ZUSERS *&quot; EXCEPTIONS *&quot; NOT_FOUND case p_user. when '*' or ' '. select bname from usr01 into table et_users. ……………… .. endcase. ENDFUNCTION.
    21. 21. PeopleSoft Security Integration
    22. 22. <ul><li>Consider multiple ways to display the same data </li></ul><ul><ul><li>Deliver reports in a consistent manner to the users (single version of the &quot;truth&quot;), but use different mechanisms to do so . </li></ul></ul><ul><ul><ul><li>Managers and executives tends to prefer simple and directed interfaces </li></ul></ul></ul><ul><ul><ul><li>Casual users tends to prefer predictable structured access to the data </li></ul></ul></ul><ul><ul><ul><li>Analysts and Power users tends to prefer high flexibility and unstructured access to the data. </li></ul></ul></ul>Meeting the needs of the entire ERP user community <ul><li>Canned Reports </li></ul><ul><li>Formatted </li></ul><ul><li>Print </li></ul><ul><li>Form based </li></ul><ul><li>Static </li></ul><ul><li>Predictable access </li></ul><ul><li>Analytics </li></ul><ul><li>Drill Down </li></ul><ul><li>Slice and Dice </li></ul><ul><li>Analyse </li></ul><ul><li>Trending </li></ul><ul><li>Search and discover </li></ul><ul><li>Dashboards </li></ul><ul><li>Simple </li></ul><ul><li>Easy to view </li></ul><ul><li>Structured nav </li></ul><ul><li>Aggregates </li></ul>
    23. 23. World Leader in Enterprise Reporting Applications August 01, 2005

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