Transcript Noetix BI/DW SIG Presentation, November 2003

NoetixViews for PeopleSoft
Enterprise Human Resources
with Grey Sparling Hoverboards
Patrick Roche
VP Engineering
Noetix Corporation
Larry Grey
President
Grey Sparling Solutions, Inc
Agenda
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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
Adoption
Risk
Powerful
Core ERP
Functionality
Easy
to Support
Easy
to Use
and Deploy
Architecture
We Plug into your ERP or BI Infrastructure
ERP / BI
Infrastructure
Client
Tier
Client
Plug-in
Framework
Excel Add-in
Context Helper
Version Control
PSIDE Helper
Web Server
Plug-in
Framework
Hover Boards
ERP Firewall
Single Signon
Business Logic
Plug-in
Framework
Report Explorer
Report Security and Dist
Security Workbench
Tree Alignment Assistant
Client Tier
Web Server Tier
Application Tier
The State of PeopleSoft
Reporting
History of PeopleSoft Reporting
Stage
Overview
Client/Server
 Client-based Reporting tools
PeopleTools 1 –
PeopleTools 3
 Report design using fat client tools
 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 –
PeopleTools 7.5
 Production reports scheduled on server
 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
Too many reporting tools
with limited or no integration
Complexity of PeopleSoft data
models
Limited features for designing
reports on the web
Challenge
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Administration of the reporting
infrastructure is difficult
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Reporting is difficult and error-prone
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The number of people who can participate
in reporting is limited
What PeopleSoft Users Need for
Better Reporting
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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
Suite
Siebel CRM
PeopleSoft
NoetixViews
Oracle Database
NoetixAnswers
Oracle Discoverer
Cognos BI
Business Objects
Oracle Business
Intelligence EE
What is a Noetix view?
PeopleSoft database tables
[new database structure]
PER_ALL_ASSIGNMENTS
HR_ALL_ORG_UNITS
PER_ASST_HIST
PER_ALL_PEOPLE_F
PAY_PAYROLL_ACTIONS
PAY_US_TAX
PAY_US_TAX_BALANCES
PAY_PEOPLE_GROUP
HR_ADDRESS_HOME
HR_LOCATIONS_ALL_TL
Noetix view of
the database
Your report
[same view]
[doesn’t break]
Emp_Sal_Analysis
Salary Info
Date Effect.
Emp. Name
Grade
Jurisdiction
Organization
Pay Basis
Payroll Name
Tax Amount
Tax Type Code
Date Effect.
Emp Name
Organization
Pay Basis
Payroll Name
Tax Amount
Tax Type Code
NoetixViews leverages existing
investments
Noetix
WebQuery
Noetix
Dashboard
Virtual
tables
Crystal
SQR
Cognos
8 BI
Business
Objects
Web
Intelligence
Models /
Packages
Universe
PeopleSoft
Query
Records
and View
Metadata Layer
Oracle PeopleSoft Enterprise
NoetixViews
Other
Third-party
BI Tools
Other data
models
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
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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
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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
• NoetixAnswers
• Automatically generate
more than 100+ reports
custom to your
PeopleSoft
implementation
• Provide end users with
immediate answers to
common business
questions
• What were the 1-year and 3-year and 5-year
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
employees in a specific department?
Benefits
• What dependents are over the dependent age
limit for health coverage as of today
• What are the plans for a specific provider?
• What is the current amount of vacation an
employee may carry over?
• What are the current vacation accrual balances
for the employees in a specific company?
Salary Manager
• Which active employees have current salaries
below the minimum of their salary grade?
• Who are the active employees with the
comparison ratio less than a specific percentage?
Noetix WebQuery
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Web Based
Internal/External Access
Ad hoc Query
Pre-defined Reports
Parameterized Reports
User-defined Reports
Drill Down/Across
Pivot
Noetix Excel Integration
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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 / EXCEL
NOETIX WEBQUERY
Query Mgmt
Services
NoetixViews
Oracle ERP
Performance
Manager
Siebel
Noetix QueryServer
PeopleSoft
THIRD PARTY BI TOOL
NOETIX DASHBOARD
Legacy
Metadata
Repository
Other ERP
or CRM
Delivery
Server
DM/DW
Noetix Solution — Components
NoetixViews
Help File
Business views of the underlying data structures organized
by functional area
— Help file guides users in report creation by documenting your
Oracle Applications configuration
NoetixAnswers
Noetix Generator
Noetix
QueryServer
— Pre-built reports out-of-the-box easily modified by end users
Oracle Discoverer, Cognos, and Business Objects,
Oracle BI Suite EE Plus
Integrates disparate data sources into a secure query
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
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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
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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
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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
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Noetix WebQuery
NoetixViews
NoetixAnswers
Excel Integration
Grey Sparling HoverBoards
Noetix Differentiators
Automatically Generated BI Content
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–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
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Q&A
Email: [email protected]
www.noetix.com