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. Migrating from Reports to
Dashboards—An Approach for
The Masses
Doris Wong, CEO
Smart ERP Solutions, Inc.
July 24, 2013
QuestDirect.org
2. • About SmartERP
• Introduction
• Reports vs. Dashboards
• Sample Dashboards
• Q & A
AGENDA
QuestDirect.org
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
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
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
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
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
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
• 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