eaton corporation implements oracle human...
TRANSCRIPT
© 2013 Eaton. All rights reserved.© 2013 Eaton. All rights reserved.
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Eaton Corporation Implements Oracle Human Resources Analytics Dan Trares, Manager, HR Reporting & Analytics
Diane Scala, Manager, Business Intelligence
Oracle Northern Ohio Business Analytics Forum
© 2013 Eaton. All rights reserved.
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Agenda
• Eaton Overview• HR Analytics • Eaton’s Business Intelligence Strategy• Lessons Learned
© 2013 Eaton. All rights reserved.
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Powering businesses worldwide for more than 100 years
• Founded in 1911 by J.O. Eaton• Chairman & CEO – Alexander M. Cutler• Headquarters: Dublin, Ireland• Key locations in Cleveland, Ohio; Shanghai, China; Morges, Switzerland;
Sao Paulo, Brazil• Innovation Centers in regions around the world• Customers in more than 175 countries• Sales of $21.8 billion*• 50% of sales outside the U.S.• Approximately 103,000 employees
* 2012 Sales Pro-forma, including Cooper
© 2013 Eaton. All rights reserved.
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Eaton’s businesses
Industrial Sector$8.6 B Sales
Vehicle
Hydraulics
Aerospace
Electrical Sector$13.2 B Sales*
Electrical Products
Electrical Systems & Services
* 2012 Sales by Sector Pro-forma, including Cooper
© 2013 Eaton. All rights reserved.
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The Eaton power management advantage
• Providing energy-efficient solutions for more sustainable buildings, communities and infrastructure
• Accelerating the development of renewable energy technologies• Powering mobile and stationary equipment more productively and safely,
while reducing their environmental impact• Advancing safety and security in harsh and hazardous environments• Designing eco-efficient aircraft that reduce fuel consumption and operating
costs• Improving fuel economy and reducing emissions in autos and trucks
Insert images from folder
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BackgroundLINKing all employees to the information, tools and processes they need…
LINK is a global, multi-year initiative to standardize our people processes and implement new tools and technology.
LINK
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HR Reporting Strategy
Data Analytics Predictive
Org
aniz
atio
n M
atur
ity
Transactional StrategicBusiness Value
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HR Analytics
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HR Analytics
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Workforce Profile
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Workforce ProfileEmployee Count Distribution• How many employees & where are they
Changes in Employee Count• Why did my employee count change
Organization Transfer Counts• How well are we sharing talent across business
Potential Retirement• When might employees retire
Manager Span of Control• Is the manager / employee relationship optimized
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Additional Deployed Dashboards
Inclusion & Diversity• Employee Diversity
My Team• Global HR Metrics• Team Analytics• Training
Direct Access Utilization• Adoption of Self Service Tools
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2012 2013 2014 (Planned)
Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Workforce Profile
Inclusion & Diversity
Direct Access Utilization
My Team
Global Mobility
Learning Management
Compensation Base and Variable
Workforce Profile Enhancements
Inclusion & Diversity Enhancements
Time and Labor
500 active users globally 1,000 active users globally and growing
HR Analytics Roadmap
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HR Analytics Roadmap
© 2013 Eaton. All rights reserved.
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Eaton’s Historical Analytics Strategy
FINANCE
OpportunitiesQuotesPricingOrdersSalesMarginHRProcurement
PRODUCTS
SUPPLIERS
CU
STO
MER
REG
ION
/GR
OU
P
Single, consistent view of information across our customers, products, suppliers and regions will enable collaboration and insights across businesses to drive sales growth and reduce costs
Finance
© 2013 Eaton. All rights reserved.
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Drivers of SuccessPeople Processes Technology
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Drivers of SuccessPeople Processes Technology
• Sponsorship• Dedicated Team• Established Roles and
Responsibilities
© 2013 Eaton. All rights reserved.
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Drivers of SuccessPeople Processes Technology
• Sponsorship• Dedicated Team• Established Roles and
Responsibilities
• Clear Strategy, Roadmap, and Priorities
• Aligned Expectations• Defined Methodology• Data Quality• Governance and Data
Stewardship
© 2013 Eaton. All rights reserved.
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Drivers of SuccessPeople Processes Technology
• Sponsorship• Dedicated Team• Established Roles and
Responsibilities
• Deploy Packaged Analytics (OBIA) with Deliberate Customizations
• Design for Performance• Robust Database and
Platform Strategy enabling high availability environment
• Clear Strategy, Roadmap, and Priorities
• Aligned Expectations• Defined Methodology• Data Quality• Governance and Data
Stewardship
© 2013 Eaton. All rights reserved.
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Reporting Solution Framework
Scorecards are used to track actual results to targets for KPIs tied to overall business performance, and help guide strategic decisions with the help of historical analytics. Used primarily by executives.
Historical Analysis uses data collected over time to understand business performance and make decisions to improve performance. Typically used by managers and knowledge workers.
Operational reports provide insight into drivers affecting day-to-day health of business from real time or near real time data.
Scorecard
Historical Analysis
Operational Reporting
Mas
ter D
ata
Man
agem
ent
Master Data Management harmonizes the reference data (e.g. customers) across systems so that summary information will provide information across systems and functions
Eaton Reporting Future State VisionTypes of Reporting
© 2013 Eaton. All rights reserved.
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Reporting Solution Framework
Scorecards are used to track actual results to targets for KPIs tied to overall business performance, and help guide strategic decisions with the help of historical analytics. Used primarily by executives.
Historical Analysis uses data collected over time to understand business performance and make decisions to improve performance. Typically used by managers and knowledge workers.
Operational reports provide insight into drivers affecting day-to-day health of business from real time or near real time data.
Scorecard
Historical Analysis
Operational Reporting
Mas
ter D
ata
Man
agem
ent
Master Data Management harmonizes the reference data (e.g. customers) across systems so that summary information will provide information across systems and functions
Eaton Reporting Future State VisionTypes of Reporting
© 2013 Eaton. All rights reserved.
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SALES
• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team
Effectiveness
MARKETING
• Campaign Effectiveness
• Customer Insight• Product Propensity• Market Basket
Analysis• Campaign ROI
SERVICE & CONTACT CENTER
• Service Effectiveness
• Customer Satisfaction
• Resolution Rates• Service Rep
Efficiency• Service Cost• Service Trends
ORACLE BI SUITE ENTERPRISE EDITION PLUS
FINANCIALS
• General Ledger• Accounts
Receivable• Accounts Payable• Cash Flow• Profitability• Expense
Management
PROCUREMENT & SPEND
• Direct & Indirect Spend
• Buyer Productivity• Contract Usage• Supplier
Performance• Purchase Cycle
Time• Employee Expenses
SUPPLY CHAIN & ORDER MGMT
• Revenue & Backlog• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis
PROJECTS
• Project Funding and Budget
• Product Cost• Project Revenue• Project Billing• Project Profitability
HUMAN RESOURCES
• Employee Productivity
• Compensation• Talent Management• Recruiting Analysis• Learning Analysis• Workforce Profile
PRICE
• Price Segments• Price Waterfall
Analysis• Deal Life Cycle• Deal Desk Analysis • Product Pricing
Performance
LOYALTY
• Member Demographics
• Membership Trends• Promotion Cost• Promotion
Effectiveness• Points Analysis
Currently in Production
In Process or Planned
ENTERPRISE ASSET MANAGEMENT
• Maintenance History• Maintenance
Costing• Asset Genealogy• Breakdown &
Preventative• Quality• Inventory
MANUFACTURING
• Plan to Produce• Work Orders• Inventory and WIP• Quality• Resource Usage• Bill of Material• Costing• Kanban
Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics
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OBIEE Implementation Roadmap 2013 2014 20152012
HR Analytics
Financial Analytics
CRM Analytics
Revenue and Margin
Customer Orders
Pricing
Procurement and Spend
MDM – Customer, Product, Supplier
OBI Platform Upgrade Essbase, Scorecard, Times 10
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Design(4 weeks)
Project Methodology – How? Who? What?Requirements
Analysis(4 weeks)
Business Analyst
• Requirements• Use Cases• Report Mockups• Data Profiles
• Gaps• Technical Design • Data Profiles
•Prod Migration•User Training•Communication
Phas
esD
eliv
erab
les
Data Profiler
OBI Designer
ETL Designer
RPD Developer
Business SME Business SME
Trainer
ETL Developer
Report Developer
Testers
Rol
es
Develop(8 weeks)
Test(3 weeks)
Deploy(1 week)
• Customized:• Data• RPD• Reports
• Test Plan• Integration• Performance• End User Test
© 2013 Eaton. All rights reserved.
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HR Reporting Architecture
BI Server
HRMSDatabase
ExadataData
Warehouse
Sch
edul
erInformatica
Presentation Server B
I Pub
lishe
r
OBIB
I Pub
lishe
r
OracleHRMS
Application
EBS
EDA / MDA / HRDA, OBIEEEnterprise Portal
Learning Management, Talent Management, Talent Acquisition…
ExtractTransform
Load
HRMS &Reporting Security Data
Answers
Reports
Dashboards
Operational Reports
NativeEBS Reports
“StandardReports
DashboardsAd hoc query
© 2013 Eaton. All rights reserved.
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Technical Governance Processes
Platform Stability
Release Managem
ent
Performance
Management
Design/Code
ReviewsChanges done on a schedule
Validate Load and Query
Performance
Check for best practices and
standards
© 2013 Eaton. All rights reserved.
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Avoid the PainPeople Processes Technology
© 2013 Eaton. All rights reserved.
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Avoid the PainPeople Processes Technology
• Educate business stakeholders
• Grow internal technical and functional expertise
• Grow power users• Data profilers and testers
are an important part of the project team
© 2013 Eaton. All rights reserved.
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Avoid the PainPeople Processes Technology
• Educate business stakeholders
• Grow internal technical and functional expertise
• Grow power users• Data profilers and testers
are an important part of the project team
• Have a clear strategy• Don’t try to replicate legacy
reporting• Have a clear methodology• Use an iterative approach
to developing dashboards• Data quality is key – profile,
test, test, test• Establish a governance
process
© 2013 Eaton. All rights reserved.
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Avoid the PainPeople Processes Technology
• Minimize customizations to RPD
• Design for performance
• Use appropriate tools to meet tool objectives
• Limit deployment of Answers to Power Users
• Educate business stakeholders
• Grow internal technical and functional expertise
• Grow power users• Data profilers and testers
are an important part of the project team
• Have a clear strategy• Don’t try to replicate legacy
reporting• Have a clear methodology• Use an iterative approach
to developing dashboards• Data quality is key – profile,
test, test, test• Establish a governance
process
© 2013 Eaton. All rights reserved.
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© 2013 Eaton. All rights reserved.
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www.eaton.com/powerofeaton