Custom Dashboard Process v3.0

Report
Custom Dashboard Reports
Current Process
SuccessFactors Professional Services
v 3.0
Custom Dashboard Report Delivery Model
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Report Services Process
Report Services Timeline
Custom Dashboard Pricing Matrix
Custom Dashboard Functionality
Appendix: Additional Requirements Information
Appendix: Custom Dashboard Scoping Questions
Appendix: Objective Dashboard Examples
Appendix: Performance Dashboard Examples
Appendix: Competency Dashboard Examples
Appendix: Compensation Dashboard Examples
Report Services Process
INITIATE
•PS Solutions Team & PR consultant meet with the customer to review report mockup
•PR consultant performs data availability and solutions assessment with dev team
•SOW & Scheduled A created and submitted to customer by sales
•Report Specs documented
•Project Plan created
DOCUMENT •Dev resources planned & allocated
•Build out report templates per requirements specification
DEVELOP
TEST
•Test report against a set of technical criteria as well as specific functional criteria
•Testing is performed by SF & also required by customer
•Customer approves reports & formally signs off on report
ACCEPT
MAINTAIN
•Customer contacts the CS team to request changes to existing report that are covered under subscription fee
•CS Team creates JIRA ticket
•Reporting team works on changes
Report Services Timeline
INITIATE/SCOPE
5-7 days
DOCUMENT
DEVELOP
4 weeks
TEST
ACCEPT
1 week
MAINTAIN
Custom Dashboard Pricing Matrix
Complex
Medium
Simple
Maintenance
• Up to 3 modules
(data sets)
• > 4 widgets
• > 5 languages
• > 3 drilldown
tables with
advanced logic
• Export to XLS/CSV
•Advanced custom
tooltips (detailed
mouse over text)
•Advance
calculations/logic
•Custom filters
• 1-2 modules (data
sets)
• 3-4 widgets
•2-5 languages
• 1-2 drilldown
tables/charts
• 2-3 iterations
• Export to XLS/CSV
•Custom tooltips
(basic mouse over
text)
•Advance
calculations/logic
•Custom filters
• 1 module (data
set)
• 1-2 widgets
• 1 Language
•No drilldown in the
tables/charts
•No export to
XLS/CSV
•Simple calculations
& logic (e.g.: sum,
counts, averages)
•No custom filters
• Change titles/texts
• Rearranging
position of
charts/widgets
• Disable/enable
charts/widgets
• Change colors and
fonts
• Adding languages
to the dictionary
Price Range
16-40hrs (dev)
6K-16K
16-24 hrs (dev)
6K-10K
8-10 hrs (dev)
3K-5K
Subscription Fee
2K*
Timeline
4 wks
3-4 wks
2-3 wks
1 wk
Requirements
*2K per report, 5K max
Custom Dashboard Functionality
Dependencies
Capabilities
Limitations
Images/logos/graphics need to be
on the internal customer FTP
folder
Most browsers are supported
No PDF or PPT outputs
Customer will provide language
translations where needed
Multi-languages are supported
IE 6.0 or lower browser versions
may not be supported
Ad Hoc needs to be turned on
Drill down functionality for
charts/widgets
Dashboard 2.0 needs to be turned
on
Custom/advanced calculations &
logic
Access to the customer’s
environment
Can only export to XLS and CSV
Test users need to be set up
Custom report filters are
supported
Advanced custom tooltips are
supported
Multiple types of charts (pie, line,
bar, stacked-bar, area, scatter).
Appendix: Additional Requirements
Translations are not included in price, but the logic to handle multiple
languages in the same dashboard are supported with the ability to load
languages into dashboards
Complexity depends on the # of customized calculations/logic, the
number of cross dataset joins, and the complexity of getting the data
pulled from adhoc. For example, a 1 chart solution can be very
complex, but a 5 chart can be simple. Reference the Pricing Matrix for
guidance on the requirements.
Appendix:
Custom Dashboard Scoping Questions
How many datasets are needed?
How many languages are required in the Dashboards?
How many currencies if any are needed? Do we need conversions?
What kind of visual charts and tables are required?
(e.g.: Pie, Bar, Column, Stacked bar/column, line, area, tables, scatter)
Will any of charts/widgets have drilldown or export functionalities?
Will the dashboards require custom report filters?
Separate dashboards or solutions may be required for different types of users
(c-level, line managers, employees). Who is the audience of the reports and
how will the reports be shared?
Appendix: Objective Dashboard Examples
Appendix: Performance Dashboard Examples
Appendix: Competency Dashboard Examples
Appendix: Compensation Dashboard Examples

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