webfocus @ centimark
DESCRIPTION
WebFOCUS @ CentiMark. Mike Galupi Pittsburgh User Forum March 29, 2011. AGENDA. CentiMark – Who are we? CentiMark IT Environment Life Before WebFOCUS WebFOCUS – Past, Present & Future My Sales Portal – Homegrown ‘CRM’ using WebFOCUS Q&A. - Who are we?. - PowerPoint PPT PresentationTRANSCRIPT
WebFOCUS @ CentiMark
Mike Galupi
Pittsburgh User Forum
March 29, 2011
AGENDA
CentiMark – Who are we? CentiMark IT Environment Life Before WebFOCUS WebFOCUS – Past, Present & Future My Sales Portal – Homegrown ‘CRM’
using WebFOCUS Q&A
- Who are we?
North America’s #1 commercial roofing contractor
FY ’10 Revenue - $364.0M, Total Assets - $213.6M
1st and only roofing contractor rated 5A1 by D&B Privately owned, incorporated in 1968 2,500 associates in 65 locations Primary areas of business: re-roof, roof
repair/service, flooring (QuestMark Flooring) Corporate headquarters in Canonsburg, PA
(Southpointe)
CentiMark Locations
CentiMark IT Environment
SAP (back-end processing) Custom Java-based apps– WebSphere v6.1
(pre-sales) Custom android applications (field apps) Custom data warehouse in Oracle (v10g) Recently transitioned from Lotus Notes mail
to Google mail MS Office ’97 – working towards transition
to Google apps
CentiMark IT Environment
IT Department – 20 members CIO
MIS Mgr (Hardware/Network) Networking (2) Helpdesk/Support (4)
SAP Mgr SAP Development (2)
VP of Business Applications Application Development (6) BI / Report Development (2)
Life Before WebFOCUS
Most reporting through SAP (limited to SAP users, at the time – no access to non-SAP data)
Some java-based reporting All non-SAP reporting generated by
Business Analysts – distributed to organization via email or shared network drives/intranet site
No automated report delivery via email We needed an Enterprise reporting solution
WebFOCUS Past, Present & Future
Past Why WebFOCUS? Initial environment Early reporting solutions
Present Current environment Current reporting solutions
Future Where we’re going
Past - Why WebFOCUS?
Strongly considered 3 vendors WF – Ability to seamlessly connect to SAP
& Oracle WF – Development tool, not just report
writer Integration possibilities Custom security exit SQL pass-thru
WF – By far the most helpful and committed during POC process
Past -WF Environment
THEN Installed Jan ’04 Version 5.2 WebFOCUS, Report Caster, Report Library,
Resource Analyzer Self-service Reporting only – No MRE/Dashboard No true Dev environment (folder mgmt) Single app/client on Linux Single reporting server on UNIX 2 data adapters (Oracle, SAP)
Past -Hit the ground running
1st reporting app – ‘My Commissions’ Combine oracle & SAP data
Use of 2 adapters allowed this to happen
Main output to be formatted as a ‘form’ Flexibility of WF allowed this to happen
Reports needed to be ‘personalized’ & access to individual data need to be defined by a custom security model Ability to included custom security exit allowed this to
happen
Present – WF Environment
THEN Installed Jan ’04 Version 5.2 WebFOCUS, Report Caster,
Report Library, Resource Analyzer
Self-service Reporting only – No MRE/Dashboard
No true Dev environment (folder mgmt)
Single app/client on Linux Single reporting server on
UNIX 2 data adapters (Oracle, SAP)
NOW Upgraded twice since ‘04 Version 7.1.4 (eagerly awaiting
v8) MRE/Dashboard {’05} (upgraded
to unlimited user license {’07}) Development Server {’06} Clustered app/client environment
on Linux {’07} Clustered reporting servers on
Linux {’07}
Present – Current Solutions
Self-service area-specific & function-based report apps/portals
Customer-facing report portals Application interface for java-based forms Reports called from java-based forms Limited ‘Scorecard’ reporting Over 1,000 .fex files in production use Over 75 report caster jobs (internal &
external delivery)
Area-specific reporting app
Function-based portal (pre-Db)
Customer-facing portal
‘Scorecard’ report
Future – Where we’re going
WF version 8.0 Continued expansion of customer-facing
portals (MyCentiMark.com, MyQuestMark.com)
Consolidation of area-specific and function-based apps into a single role-based portal
Mobile – Mobile Dashboards, active technologies, etc.
My Sales Portal (MSP)
Our sales management wanted an enterprise CRM solution (previously local versions of ACT!)
Explored a few 3rd-party tools Too expensive Difficult to customize to our processes Difficult to synchronize with existing applications
Solution – leverage some of our existing pre-sales applications and develop a home-grown ‘CRM’ portal w/WF & Java
MSP - Requirements
Provide Report Card so sales reps know where they are relatives to goals
Provide access to add/update contacts/customers records (schedule appointments, track activity, etc.)
Provide access to other key sales transactions (Leads, Proposals, Forecasting)
Provide ability to research contacts/customers as part of transactions
Provide access to other sales-related applications and resources
Personalized, one-stop shopping for Sales Reps
MSP - Homepage
MSP – Contact Search
MSP – Contact Maintenance
MSP – Lead Search
MSP – Lead Maintenance
MSP – Apps/Research
