bi backend review 02-07-07.ppt

BI Backend Overview

Wednesday February 7, 2007

2Copyright © 2006 Deloitte Development LLC. All rights reserved.

Contents

1. Functional & Technical Specification Status

2. Development Status

3. RTrak BI Data Model

4. RTrak DataTargets for Development

5. Security

6. Subscription


Specification & Development Status

Spec Status: • 6 of 7 - Functional Specs complete• 5 of 7 - Technical Specs complete

Development Status: • 3 of 7 - Development complete• 3 of 7 - Development in progress• 1 of 7 - Development not yet started


Functional & Technical Specification Status

1. Global Employee – Functional Spec complete

– Technical Spec complete

2. FALO (Function, Area, Line, Offering)– Functional Spec complete


3. Opportunity Header – Functional Spec complete


4. Opportunity Item– Functional Spec complete


5. Sales Team – Functional Spec complete

– Technical Spec in progress

6. Client Team– Functional Spec in progress

– Technical Spec not started

7. SmartNet– Functional Spec complete



Development Status

• Global Employee – Development Complete– Ready for Testing – (require test data from functional team)

• FALO – Development Complete– Ready for Testing

• Opportunity Header – Development Complete

• Opportunity Item – Development in Progress

• Sales Team – Development in Progress

• Client Team – Development not yet started

• SmartNet– Development in Progress


RTrak Data Model

RTRAK BW Data Model

Jan 2007 Ver 1.0CRM BW Data Process Flow

SAP CRM

DSO CRMOpportunity

ItemCRMDOPPI

Global Smartnet Flat File(External)

DSOSmartnet

Opportunity Items

CRDSNI01

Global Smartnet

OpportunitiesCRCSN04

Basic Cube

Multiprovider

OpportunityCRM001

Multiprovider

Basic Cube

Basic Cube

Opportunity Snapshot cube,

loaded each period end

CRM003

Smartnet Snapshot Cube

Loaded each period end

Opportunity Snapshot

Multiprovider

Opportunity Sales Team

DSO

Sales Team DSO ( without double counting)

Opportunity Header

Master Data Table

Sales Team InfoSet

CRISTM02

SAP R/3

Opportunities & Account

Plans – SnapshotCRM002

OpportunitiesCRC001

Basic Cube

DSOClient team

CRM

DSOClient team

R/3

For Named user security/reporting

Smartnet Sales Team

1

12

2

3 3

4

4

5

5

6


Opportunities - Items


Sales Team & Opportunity Header


Core Client Team


SmartNet


PEMPLOYEE

SAP CRM

PE

MP

LO

YE

E Enhancement of additional data from

CRM source

RTRAK BW Data Model

PEmployee


Global Employee


SnapShots


FALO – Function, Area, Line, Offering


Security

• Leadership• Named User• Leadership Delegation• Named User Delegation


Security - Leadership

Summary: The Leadership table in CRM will pass the BW system a security string to be loaded into a DSO. A user exit variable will be used to retrieve security string values based on user id. Reports will be built based on the Opportunities Item cube, and the security string values from the DSO for the selected user id.

Creation of a Security String using the following Leadership designations: Function – ZFService Area – ZAService Line – ZLService Offering – ZOParent Region – ZRParent Office – ZCParent Industry – ZIParent Sector – ZS

Example: ‘*ZF002*ZR002*’


Security - Leadership

Security String

Security Values

Retrieve Security String values based on user id

Filter report based on leadership designations in security string

Opportunity Line Items


Security – Named User

Summary: A user exit variable accesses either the Sales Team or Client Team ODS to retrieve the Employee ID number and the corresponding Opportunities.


Additional Areas BI Team is working on:

• Subscription

• Security – Delegation

bi backend review 02-07-07.ppt

Documents

deloitte development

development complete3

client team functional

progress technical spec

sales team opportunity

core client team

test data

functional specs complete5