Noetix BI/DW SIG Presentation, November 2003

Document Sample
Noetix BI/DW SIG Presentation, November 2003 Powered By Docstoc
					 NoetixViews for PeopleSoft
 Enterprise Human Resources
 with Grey Sparling Hoverboards

Patrick Roche                          Larry Grey
VP Engineering                          President
Noetix Corporation    Grey Sparling Solutions, Inc
Agenda



•   Noetix Overview
•   Grey Sparling Introduction
•   The State of PeopleSoft Reporting
•   Solution Overview
•   Product Demonstrations
About Noetix


• BI solutions experts since 1994
• Offices in North America, Europe and South Asia
• Certified with all leading BI Platforms
• 2007 Product Awards: KMWorld, eWEEK, DMReview
• 1400+ customers globally

     PARTNERSHIPS
Noetix Customer List
Grey Sparling – Introduction


• Founded in April 2005
• Founded by the people who ran
  PeopleTools
• 25 Customers on 2 continents
• 11 Products
• The PeopleSoft Experts
   – Top ranked PeopleSoft weblog on the internet
   – Asked by Oracle to present at major conferences
      and user groups
Grey Sparling – Product Approach


     Low                             Powerful
     Adoption
     Risk



                    Core ERP
                   Functionality



                                        Easy
      Easy                             to Use
      to Support                   and Deploy
Architecture


We Plug into your ERP or BI Infrastructure
                 Client             Client           Excel Add-in
                                    Plug-in          Context Helper
                 Tier               Framework        Version Control
Infrastructure




                 Client Tier                         PSIDE Helper
   ERP / BI




                                    Web Server       Hover Boards
                                    Plug-in          ERP Firewall
                                    Framework        Single Signon
                 Web Server Tier

                                    Business Logic   Report Explorer
                                    Plug-in          Report Security and Dist
                                    Framework        Security Workbench
                 Application Tier                    Tree Alignment Assistant
The State of PeopleSoft
Reporting
History of PeopleSoft Reporting


 Stage             Overview
 Client/Server      Client-based Reporting tools
 PeopleTools 1 –
                        Report design using fat client tools
 PeopleTools 3
                        Processing of reports using fat client tools

                    No integrated product suites available to
                     meet different reporting needs  lots of
                     different tools

                    Built when systems had much simpler data
                     models
History of PeopleSoft Reporting


 Stage             Overview
 Multi-Tier         Introduction of batch reporting features
 PeopleTools 5 –
                        Production reports scheduled on server
 PeopleTools 7.5
                        Output placed in file system for end user access
                        Design using fat client tools
History of PeopleSoft Reporting


 Stage            Overview
 Web               Browser access for PeopleSoft pages
 PeopleTools 8+
                   Web features for running and accessing
                    reports
                       Scheduling from web pages
                       Report Repository and Report Manager
                       Web drilling from nVision
Challenges with PeopleSoft
Reporting


Root Cause                       Challenge

Too many reporting tools            Administration of the reporting
with limited or no integration       infrastructure is difficult


Complexity of PeopleSoft data
                                    Reporting is difficult and error-prone
models


Limited features for designing      The number of people who can participate
reports on the web                   in reporting is limited
What PeopleSoft Users Need for
Better Reporting


•   Ease of use
•   Knowledge of data
•   Drill down capabilities to the transaction level
•   Ad hoc Capabilities
•   Graphical view of data
Solution Overview
BI Content Generation Experts




           Oracle E-Business    NoetixViews    Oracle Database
                 Suite
                               NoetixAnswers   Oracle Discoverer
             Siebel CRM
                                                  Cognos BI
              PeopleSoft
                                               Business Objects
                                               Oracle Business
                                               Intelligence EE
What is a Noetix view?


PeopleSoft database tables                       Noetix view of     Your report
                                                 the database
[new database structure]                          [same view]       [doesn’t break]

                                                 Emp_Sal_Analysis     Salary Info
                           PER_ALL_ASSIGNMENTS

 HR_ALL_ORG_UNITS                                 Date Effect.        Date Effect.
                              PER_ASST_HIST       Emp. Name
                                                                      Emp Name
                                                  Grade
                                                  Jurisdiction       Organization
              PER_ALL_PEOPLE_F                    Organization
                                                  Pay Basis            Pay Basis
                                                  Payroll Name
PAY_PAYROLL_ACTIONS          PAY_PEOPLE_GROUP                        Payroll Name
                                                  Tax Amount
                                                  Tax Type Code      Tax Amount

    PAY_US_TAX
PAY_US_TAX_BALANCES         HR_ADDRESS_HOME
                           HR_LOCATIONS_ALL_TL                      Tax Type Code
NoetixViews leverages existing
investments


                 Crystal
     Noetix
                                                            Business
    WebQuery
                  SQR                 Cognos                 Objects        Other
                                       8 BI                    Web        Third-party
      Noetix
                PeopleSoft                                 Intelligence    BI Tools
    Dashboard
                  Query

      Virtual    Records              Models /                            Other data
      tables     and View                                   Universe
                                      Packages                             models


                                  Metadata Layer



                            Oracle PeopleSoft Enterprise




                                  NoetixViews
Noetix Help File



                   Demonstration
NoetixViews for PeopleSoft 1.0

• Human Resources - Human Capital Management
     – Workforce Administration
     – Base Compensation
     – Position Management
     – Base Benefits
• Supports 8.9
     – Can schedule 9.0
• Oracle Database only
• Currently developing Payroll for North America
• Aggressive discounts until the end of June!
NoetixViews Configuration-Specific
Features
                                             Confidential
 •   Custom fields detected
 •   Security logic applied to views
 •   Effective Dates intuitively supported
 •   Current row easily identified
 •   People Trees supported (Department)
 •   Position Management detected and applied
 •   Translate values detected and applied
 •   PeopleSoft terminology throughout
Security

                                             Confidential


• Data Access Security
    – Row level security as defined in the
        PeopleSoft tables
         • SJT - security join tables
    –   Column level security as defined by Noetix
        Roles including: HR User, HR Manager, HR
        Salary Manager, Benefits User, Benefits
        Manager
• Authentication via the PeopleSoft UserID and
  Password
    – Noetix Platform initially
Immediate Answers to Questions

                           Human Resources
                           • What were the 1-year and 3-year and 5-year
• NoetixAnswers            historical headcounts for a specific department?
                           • What is the number of transfers out of a
                           specific department in a specific period?
                           • What are the compensation details for
• Automatically generate   employees in a specific department?

  more than 100+ reports
                            Benefits
  custom to your           • What dependents are over the dependent age
  PeopleSoft               limit for health coverage as of today
                           • What are the plans for a specific provider?
  implementation           • What is the current amount of vacation an
                           employee may carry over?

• Provide end users with   • What are the current vacation accrual balances
                           for the employees in a specific company?

  immediate answers to
  common business           Salary Manager
                           • Which active employees have current salaries
  questions                below the minimum of their salary grade?
                           • Who are the active employees with the
                           comparison ratio less than a specific percentage?
Noetix WebQuery



                  •   Web Based
                  •   Internal/External Access
                  •   Ad hoc Query
                  •   Pre-defined Reports
                  •   Parameterized Reports
                  •   User-defined Reports
                  •   Drill Down/Across
                  •   Pivot
Noetix Excel Integration



                           •   Author in Noetix WebQuery
                           •   Pre-defined Spreadsheets
                           •   User-defined Spreadsheets
                           •   Refreshable
                           •   Multiple Queries in a
                               Workbook
                           • Log into the Noetix report
                               server with PeopleSoft
                               credentials
                           • Execute reports all from
                               within Excel
Noetix Dashboard



                   • Let executives manage the
                     business with the right data
                   • Make decisions with
                     real-time data
                   • Author in Noetix WebQuery
                   • Receive secure, scheduled
                     delivery of updates
                   • Use a common data source
                     for all dashboards & reports
Noetix Platform




    NOETIX WEBQUERY                 NOETIX / EXCEL      NOETIX DASHBOARD        THIRD PARTY BI TOOL




     Query Mgmt     Performance
      Services        Manager
                                            Noetix QueryServer              Metadata      Delivery
                                                                           Repository      Server




      NoetixViews          Siebel                                   Other ERP
                                           PeopleSoft   Legacy                          DM/DW
      Oracle ERP                                                     or CRM
Noetix Solution — Components


   NoetixViews
                    Business views of the underlying data structures organized
                    by functional area
     Help File       — Help file guides users in report creation by documenting your
                        Oracle Applications configuration
  NoetixAnswers      — Pre-built reports out-of-the-box easily modified by end users

 Noetix Generator   Oracle Discoverer, Cognos, and Business Objects,
                    Oracle BI Suite EE Plus

     Noetix
                    Integrates disparate data sources into a secure query
   QueryServer      routing and management platform

 Noetix WebQuery
                    Web-based query tool for report creation and modification
                    without IT involvement



 Noetix Dashboard
                    KPIs for various functional areas presented via a graphical
                    display
Grey Sparling Hoverboards
HoverBoards
HoverBoards

• Blurs the lines between BI and your ERP application
• Show relevant BI content inside your ERP application
     – Meaningful dashboards and reports are available
         with 0 mouse-clicks
     –   Information is contextual and relevant  No
         searching to find information
• Snaps in without requiring modification of
     – Pages in your ERP system
     – Reports that you’ve already built
• Also snaps into BI Portal
HoverBoard Features

• Context menus
     – Allows unique menus to be attached to each field on
         each page (or each field on each report)
     –   Menu content is maintained without code and without
         modification of your existing reports
     –   Understands the context of the ERP and BI
         application as part of accessing content
• Content can be accessed
     – By embedding the content directly into the menu as a
         popup
     –   By navigating to the content in a new browser window or
         the current browser window
• Leverages the security that already exists in your ERP
  and BI solutions
Product Demonstrations
Product Demonstrations



•   Noetix WebQuery
•   NoetixViews
•   NoetixAnswers
•   Excel Integration
•   Grey Sparling HoverBoards
Noetix Differentiators


  Automatically Generated BI Content             
     –Configuration specific views and reports
  End User Independence
     – Enable adhoc query and report creation
                                                 
  Faster Time to Benefit
     – Easy to deploy, use and maintain
                                                 
  Open Architecture                              
     – Use with BI tool of choice
  Simplified access to operational data
     – Real-time information
                                                 
  Upgrade Protection
     – Low Total Cost of Ownership
                                                 
Q&A



      Email: sales@noetix.com
               www.noetix.com

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:5
posted:7/4/2012
language:English
pages:35