eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 1
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Delivering meaningful insight across your organizationeuroscript Netherlands
eDRG - Business Values
Innovative & Interactive Dashboarding & Reporting in D2

Innovative & Interactive Dashboarding in D2
eDRG is a powerful, EMC certified, and fully-integrated
Documentum add-on that provides tailor made
interactive reports and dashboards

eDRG solution overview
eDRG
Report
Generator
Information and
overview
Documentum users
Controlled output in multiple formats
User request
Time
scheduled
non-Documentum
users
Event based

eDRG unique features
 Powerful DQL implementation
– Without the need of extensive training
 History and trend analysis
– Using the past to predict the future
 Repeating variables
– Multiple values for one variable
 Integration with DCTM architecture
– eDRG uses DCTM security model
– Reports are DCTM objects
– Infrastructure reuse

eDRG as the ultimate dashboard User Interface

eDRG for trend analysis
The reduction in dossiers overdue might be
caused by an increase in unassigned dossiers!
Configure trend information reports in minutes!

eDRG for KPI Monitoring
Employees can see which KPI is at risk
and decide which task to start next
Improve the self-management ability of your employees

Customer Service Centre dashboard
eDRG for employee empowerment
No extra agent needs to be assigned to queue 1 even
though it has the longest waiting time.
Strong dashboard improve
self-management capacity

eDRG to optimize UI: Combine multiple D2 widgets in one
Employees need to review
1000s of scan-batches a day.
The many required D2
widgets and related actions
would decrease employee
performance dramatically.
Performance is largely
improved, as all information is
provided
in one interactive dashboard.
Reduce the number of
mouse-clicks
from 12 to 1 !

eDRG to optimize UI - Example: review scan batch screen
Approval of the scan-batch automatically
acquires the next tasks,
resulting in one-click approval

eDRG for Check & Review
An employee validates the automatically assigned metadata of a scan-process.
The Excel report also contains information important for the
developer for issue resolution (e.g. ObjectId’s)

eDRG as your personal assistant
By clicking the case name
you open the dossier
Reminders
New documents (status = to be processed)
Secondary case handler
Primary case handler
Employees have a complete overview of and access to their personal work

eDRG for agenda planning
The agenda for a central committee meeting is generated based
on ‘Final Decision Date’.
Documents are directly accessible electronically
Reduce meeting preparation time and make meeting documentation electronically available
DossierType DossierID Subject Final Decision date Phase
MLAV1 139339
X
13-1-2014 IV
MLAV1 139411 17-1-2014 IV
MLAV1 139424 21-1-2014 IV
MLDD3 12708 12-1-2014 III
MLDD3 12709 15-1-2014 III
MLDD3 12814 21-1-2014 III
MLDD3 12816 22-2-2014 II

eDRG to use D2 on iPad
Essential functionality in D2 is hidden under the right-mouse click.
An iPad has no right-mouse click.
eDRG to make D2 functionally available for iPad
No context menus.
All actions through direct links
for easier access on iPad.

eDRG to generate formal documents
Reports are managed like other documents and deliver
proof of correct execution of a business process
Automatically generate formal documents

eDRG as alternative for Business Process implementation
Ensure that business processes and rules are followed.
People are informed of required actions, through
dashboard reports or email.
SOP's not yet read Date: 20-Apr-2014
SOP Nr Description Active Date Not Yet Read
PR_2014_000529 Change to Startup Procedure Machine x317 15-Apr-2014 R.Russel
PR_2013_001391 Clothing Instruction 20-Apr-2014 P.Patterson
PR_2014_000632 Cleaning Method Machine x421 1-May-2014
A. Johnson
W. DeWit
J.McLaren
PR_2014_000312 Startup Procedure Macine x421 1-May-2014 J.McLaren
PR_2014_000993 CloseDown Procedure Machine x421 1-May-2014
B. Stephens
R. Russel
SOP to be read User: R.Russel
SOP Nr Description Active Date Not Yet reviewed by
PR_2014_000529 Change to Startup Procedure Machine x317 15-Apr-2014 R.Russel
PR_2014_000993 CloseDown Procedure Machine x421 1-May-2014 R. Russel
Implement
business process assurance
within hours

eDRG for Documentum support team
Always have access to your current
Documentum configuration
“Can you please create me a list of … ?”
...
“Nice! Can you provide this every week/month
in Excel/PDF and send it to me by email?”

eDRG for Testing
Example:
A tester must validate the automatically assigned metadata of a scan-process.
A report shows all To-Be-Checked information of the test case.
HTML to review the test case.
Excel to register remarks “in context”. It also contains data
to assist the developer in issue resolution (e.g. ObjectId’s)
Customer Case: 500+ test cases
Individual test case: 30 min  2,5 min
Total test period: 7 weeks  3 days

eDRG - Reporting as part of your workflow
Workflow process Workflow process
continued
Example:
During the price-setting process
regarding a new order, a report with
customer history is attached.
The account manager can calculate
the discount on this information.
Support your
employees
in decision making

eDRG integration with Reveille
performance
management & monitoring
Enhance log and server
information stored in
Reveille with
Documentum
metadata to create
more valuable reports
A possible alternative
for audit trails with
easier/faster access
and allowing to
combine metadata with
server information

eDRG for multi-dimensional access to your content
= Price Level
Allow your users multi-dimensional
access to information.
Access standard Documentum
functionality for content management
Provide a custom User
Interface in D2 avoiding PlugIns

eDRG Product Overview
FUNCTIONAL SPECIFICATIONS eDRG EMC DRS EMC
BAM
SQL
Reportin
g
Services
SAP
Crystal
Reports
Configurable reports & dashboards √ √
Integrated within Documentum D2 √
Integrated within xCP TaskSpace √ √
Integrated within WDK web
applications
√ √
Variety of output formats √ √ √
Reports upon user request √ √ √
Scheduled reports √ √ √ √
History/trend reports √ √
Complex reports with multiple DQL’s √ √ √ √
The ECM market demands reporting and dashboarding functionality that goes
beyond the current standard capabilities of EMC Documentum

eDRG Product Overview
TECHNICAL SPECIFICATIONS eDRG EMC DRS EMC
BAM
SQL
Reportin
g
Services
SAP
Crystal
Reports
No extra hardware needed √ √ √ √
No third party software required √ √ √ √
No customization needed √ √ √
Single installer √ √ √
Installer without manual steps √
Use of variables in reports √ √
Pre-filled variables based on user √ √
Seperate designer tool √ √ √
Query builder tool √ √ √
Security enforced √ √ √
eDRG meets the needs where current existing Documentum reporting tools are
lacking, filling the product gap relative to customer needs

Main new functionality in eDRG 4.2
 Extended report presentations
– Office 2010 / 2013 output format
– Open Documents format
– Improved intelligent graphical presentations
– Inherit layout from central stylesheet (also for PDF)
 Documentation of all included reports and presentations
 Report configuration export/import
 User can save selected Report Variables
 Hidden Report Variables (to set defaults, but not visible for end-users)
 Generate and send a report to all users in a list

eDRG. Delivering meaningful insight across your
organization.
Discover the eDRG for free for 30 days!
Go to our website and download the
full software and trial license:
http://www.euroscript.com/eDRG
Contact: eDRG@euroscript.com

eDRG Innovative Reporting & Dashboarding - Business Values

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