Migrating from Reports to Dashboards-an approach for the masses

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Presentation from Smart ERP Solutions conveying the benefits of embedded analytic dashboards in PeopleSoft applications compared to offline static reports. Many organizations are hampered by continued use of inefficient static reports to run their business. Covered is how to easily advance beyond legacy static reports to more visual and interactive methods of accessing information to improve decision making. Covers a solution that embeds rich dynamic dashboards providing key analytics directly into your PeopleSoft applications, not in some separate costly reporting warehouse. Sample dashboards embedded into PeopleSoft applicatons include: Employee Onboarding; Employee Survey; Grants Distribution; Workflow Approval; Sales Review; and Tax Reconciliation.

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Migrating from Reports to Dashboards-an approach for the masses

  1. 1. Migrating from Reports to Dashboards—An Approach for The Masses Doris Wong, CEO Smart ERP Solutions, Inc. July 24, 2013 QuestDirect.org
  2. 2. • About SmartERP • Introduction • Reports vs. Dashboards • Sample Dashboards • Q & A AGENDA QuestDirect.org
  3. 3. About SmartERP: • Pre-built, packaged, proven solutions • Highly configurable – tailor to YOUR needs • Customer driven requirements • Affordable • Integrated with existing PS apps • Architected as add-on solutions • Avoid customizations • Low-cost • Minimal risk • Release independent – no upgrade required • On Premise solution • Rapid implementation • Deep PeopleSoft knowledge & experience • Unique best practices for implementations & upgrades • PeopleSoft data model and existing data • Current PeopleSoft business rules and processing • End-user PeopleSoft skills • Infrastructure and technology Extend Functionality Improve ROI Get Faster Results Leverage Existing Investment Human Capital Management Financials and Supply Chain Campus Solutions Innovative Solutions & Services for PeopleSoft Common – Critical – Complementary
  4. 4. Time Consuming Poor User Experience Outdated Business Processes?
  5. 5. Smart Business Processes Streamlined, online process Online Admin Tools, Status Reports Online forms, eSignature Reduced Admin Time & Effort
  6. 6. What is Your Reporting Solution?
  7. 7. Reports are a traditional way of summarizing data. • Information based on detailed data generated from a specific search • Detailed and complex in nature • Text heavy • Displayed as a document or printed for distribution Dashboards present data in a much more interactive manner. • Rely on visual indicators to display an array of information • Visual summarized reports • Allow online user participation to create a simple, easily accessible interface that can be accessed by virtually anyone anywhere Dashboards graphically display the most vital information. Embedded dashboards can provide quick answers from just one glance. Reports vs. Dashboards
  8. 8. Reports vs. Dashboards
  9. 9. • Ad Hoc, Interactive, Visual Reporting • Interactive Analysis • What-if Analysis • Ability to Move Information Around • Goal is to Deliver Accurate Real-time Information • Using Dashboards to Create High Quality, Visual Printouts • Leveraging Actions to Drilldown to Supporting Details • Improve the Capabilities of a Reluctant User Community Attributes of Dashboard Reporting
  10. 10. Dashboards At All Levels of the Organization
  11. 11. Requires Analytics Requires Reporting Requires Dashboards Reporting At All Levels of the Organization
  12. 12. Industry Reporting Needs 1 Public Sector 3 Communications 2 Financial Services 4 High Tech 6 Retail 5 Life Sciences Budgetary controls and reconciliation of pre-encumbrance, encumbrance and expenses. Case Mgmt. integrated with cost, budget, personnel data to analyze program cost, funds balance and availability, encumbrances and productivity Performance Management Dashboard - new and active customers, average holding, credit risk exposure, risk weighted assets; Banking Profitability Dashboard - customer and product line profitability Order Lifecycle Management Dashboard- operational efficiency and revenue leakage; Customer & Product Profitability Dashboard - average revenue per user and cost per gross add. Manufacturing Dashboard - production management, supply chain; Product Lifecycle Management Dashboard; Pricing & Profitability Dashboard Pharma Dashboards; patient-centric views of subjects in clinical trials to track the safety and efficiency of experimental new drugs Store Operation Manager Dashboard- location sales, store expenses and peer comparisons; Marketing Campaign Dashboard (enhancements) - customer segmentation RFMP analysis Industry-Wide Dashboard Needs
  13. 13. Dashboards and Analytics Features
  14. 14. Advanced next generation reports - Ad Hoc, Interactive, and Visual Reporting  Dashboards for Financials, Procurement, HR, Campus, etc. Deliver accurate real-time information One solution for PeopleSoft Reporting, Analytics and Dashboards based on flat files (Big Data) 14 Align report strategy and solution with future direction Reporting Strategy
  15. 15. 15 Leverage Business Intelligence • Advanced Ad-hoc Data-Mining • Analyze Real-time and Historical Information • Graphical Dashboards & Easy Reporting Expand on Traditional Reporting • User Friendly Custom Reports • Export to Multiple Formats • Pivot Tables and Charts Utilize Current Investments • Custom Reports • Strict Security Requirements • Unique PeopleSoft Business Process • Seamlessly Integrated with PeopleSoft Leverage OLAP Cubes • Business intelligence via multi-dimensional data exploration PeopleSoft Applications Smart Enterprise Analytics
  16. 16. 16 • Report Studio - Powerful development foundation • Complex and interactive reports • Multitude of reports like forms reports, invoice reports, column reports, forms and reports to be printed on pre-printed stationary – pixel perfect reports Traditional Reporting1 Operational Analytics2 Robust Graphical Dashboard3 Multi-Dimensional Ad-hoc/Pivot Table Reporting 4 Pivot Chart Functionality with Excel Export 5 PeopleSoft Database Advanced Reporting 1 Smart Enterprise Analytics
  17. 17. 17 • Flexible ad-hoc/custom reporting • Drill-down capabilities • Multi-dimensional analysis • Built-in OLAP Server • Seamlessly export to Excel & PDF Operational Analytics Advanced Reporting 1 2 Robust Graphical Dashboard3 Multi-Dimensional Ad-hoc/Pivot Table Reporting 4 Pivot Chart Functionality with Excel Export 5 PeopleSoft Database Smart Enterprise Analytics
  18. 18. 18 Robust Graphical Dashboard3 Multi-Dimensional Ad-hoc/Pivot Table Reporting 4 Pivot Chart Functionality with Excel Export 5 Advanced Reporting 1 Operational Analytics2 Smart Enterprise Analytics
  19. 19. 19 Multi-Dimensional Ad-hoc/Pivot Table Reporting 4 Pivot Chart Functionality with Excel Export 5 Advanced Reporting 1 Operational Analytics2 Robust Graphical Dashboard3 Smart Enterprise Analytics
  20. 20. 20 Pivot Chart Functionality with Excel Export 5 Advanced Reporting 1 Operational Analytics2 Robust Graphical Dashboard3 Multi-Dimensional Ad-hoc/Pivot Table Reporting 4 Smart Enterprise Analytics
  21. 21. Sample Dashboards QuestDirect.org
  22. 22. Workflow Dashboard
  23. 23. Sales Review Dashboard
  24. 24. Employee Onboarding Dashboard
  25. 25. Employee Onboarding Dashboard
  26. 26. Employee Survey Dashboard
  27. 27. Employee Survey Analysis Dashboard – Drill Down on Question 2
  28. 28. Federal Grants Distribution Cube
  29. 29. Consolidated Country Transactions Analysis
  30. 30. Tax Analysis Cube
  31. 31. Sales Tax Reconciliation Dashboard
  32. 32. Maps and Bar Chart Integrated Report Sample
  33. 33. Q & A
  34. 34. Contact info: Doris Wong: doris.w@smarterp.com (925) 699-0832 QuestDirect.org

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