larry grey president grey sparling solutions, inc patrick roche vp engineering noetix corporation...
TRANSCRIPT
Larry Grey
President
Grey Sparling Solutions, Inc
Patrick Roche
VP Engineering
Noetix Corporation
NoetixViews for PeopleSoft Enterprise Human Resources with Grey Sparling Hoverboards
Agenda
• 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
Easy to Use
and Deploy
Easy to Use
and Deploy
Grey Sparling – Product Approach
PowerfulPowerfulLow AdoptionRisk
Low AdoptionRisk
Easyto SupportEasyto Support
No Modific
ation
Of Applic
ation C
ode Re-Use ERP
APIs and Logic
Built-in Diagnostics
and managementHighly
Configurab
le
Core ERPFunctionalityCore ERP
Functionality
ER
P /
BI
Infr
as
tru
ctu
reE
RP
/ B
IIn
fra
str
uc
ture
Architecture
ClientTierClientTier
ClientPlug-inFramework
Web Server Plug-inFramework
Business Logic Plug-inFramework
Hover BoardsERP FirewallSingle Signon
Report ExplorerReport Security and DistSecurity WorkbenchTree Alignment Assistant
Excel Add-inContext HelperVersion ControlPSIDE Helper
We Plug into your ERP or BI Infrastructure
Client Tier
Web Server Tier
Application Tier
The State of PeopleSoft Reporting
Stage Overview
Client/ServerPeopleTools 1 – PeopleTools 3
Client-based Reporting tools 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 OverviewMulti-TierPeopleTools 5 – PeopleTools 7.5
Introduction of batch reporting features Production reports scheduled on server
Output placed in file system for end user access
Design using fat client tools
History of PeopleSoft Reporting
History of PeopleSoft Reporting
Stage Overview
WebPeopleTools 8+
Browser access for PeopleSoft pages
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 Challenge
Too many reporting toolswith limited or no integration
Administration of the reporting infrastructure is difficult
Complexity of PeopleSoft data models
Reporting is difficult and error-prone
Limited features for designing reports on the web
The number of people who can participate in reporting is limited
What PeopleSoft Users Need for Better Reporting
• 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
NoetixAnswers
Oracle Database
Oracle Discoverer
Cognos BI
Business Objects
Oracle Business Intelligence EE
What is a Noetix view?
PeopleSoft database tables Noetix view of the database
Emp_Sal_Analysis
Date Effect.
Emp. Name
Grade
Jurisdiction
Organization
Pay Basis
Payroll Name
Tax Amount
Tax Type Code
Your report
Emp NameEmp Name
Tax Type CodeTax Type Code
OrganizationOrganization
Tax AmountTax Amount
Payroll NamePayroll Name
Pay BasisPay Basis
Date Effect.Date Effect.
Salary Info
[same view] [doesn’t break][new database structure]
HR_LOCATIONS_ALL_TL
HR_ALL_ORG_UNITS
PER_ALL_PEOPLE_F
PER_ALL_ASSIGNMENTS
PAY_US_TAX_BALANCES
PAY_PAYROLL_ACTIONS PAY_PEOPLE_GROUP
HR_ADDRESS_HOME
PER_ASST_HIST
PAY_US_TAX
NoetixViews leverages existing investments
Cognos8 BI
Business Objects
Web Intelligence
Oracle PeopleSoft Enterprise
NoetixViews
NoetixWebQuery
Noetix Dashboard
OtherThird-party
BI Tools
Crystal
SQR
PeopleSoft Query
Metadata Layer
Virtualtables
Models /Packages
UniverseOther data
modelsRecords and View
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
• 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
Confidential
Security
• Data Access Security– Row level security as defined in the
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
Confidential
Human Resources• 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?
Immediate Answers to Questions
• NoetixAnswers
• Automatically generate more than 100+ reports custom to your PeopleSoft implementation
• Provide end users with immediate answers to common business questions
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
• Web Based
• Internal/External Access
• Ad hoc Query
• Pre-defined Reports
• Parameterized Reports
• User-defined Reports
• Drill Down/Across
• Pivot
Noetix Excel Integration
• 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
Siebel PeopleSoft Legacy Other ERP or CRM
DM/DWNoetixViewsOracle ERP
Noetix QueryServerQuery MgmtServices
PerformanceManager
Delivery Server
Metadata Repository
NOETIX WEBQUERY NOETIX / EXCEL NOETIX DASHBOARD THIRD PARTY BI TOOL
Noetix Solution — Components
Business views of the underlying data structures organized by functional area
NoetixViews
NoetixAnswers
Oracle Discoverer, Cognos, and Business Objects, Oracle BI Suite EE Plus
Integrates disparate data sources into a secure query routing and management platform
Web-based query tool for report creation and modification without IT involvement
KPIs for various functional areas presented via a graphical display
— Help file guides users in report creation by documenting your Oracle Applications configuration
Help File
Noetix Generator
Noetix QueryServer
Noetix WebQuery
Noetix Dashboard
— Pre-built reports out-of-the-box easily modified by end users
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
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
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
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
• Noetix WebQuery
• NoetixViews
• NoetixAnswers
• Excel Integration
• Grey Sparling HoverBoards
Noetix Differentiators
Automatically Generated BI Content–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
