Custom Report Process (PPTC, Ad Hoc (BIRT), Comp Statements

Report
Custom Report Development
Current Process
SuccessFactors Professional Services
v 6.0
Premium Report Delivery Model
•
•
•
•
•
•
•
•
Our Shared Goal
Service Offerings
Service Process
Report Feasibility/Solution Assessment
Timeline
Pricing Matrix
How Can I Get Started?
Supporting Documents/Examples
Our Shared Goal
Set proper
scope, timeline
& cost
expectations
Clear
Reporting
Requirements
Timely &
Accurate
Report
Delivery
CUSTOMER
SATISFACTION
Report Service Offerings
Current Offerings
• Pixel Perfect
Talent Cards
• Ad Hoc/BIRT
Reports
• Custom PM
form layout
• Maintenance of
existing reports
Future Offerings
• Compensation
Statements
(Q2)
• LMS Reports
(Q3)
• YouCalc
Dashboards
(Q3)
Alternative
Offerings*
• RDF Reports
* Only available when all other options are
not feasible
Report Services Process
INITIATE
•Sales & 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 Feasibility/Solution Assessment
To
Partner
Referral
(RDF)
From
PS/CS
Team
To
Enhance
Platform
No
Yes
Discovery
Meeting
Solution
Assessment
Gaps
Fixable
?
Yes
Platform
enhancement
time estimate
Price and
Time Frame
Gaps
?
Yes
No
Data
Gaps
?
No
Price and
Time Frame
Yes
Communicate
Timeline to
Customer
Time
line
OK?
No
SDS
enhancement
time estimate
Data Gap
Assignment
PR Lead
Dev Team
= Use JIRA to
communicate
ATY Eng.
Module Teams
Sales
To
Enhance
SDS
To
Partner
Referral
(RDF)
Report Services Timeline
INITIATE/SCOPE
5-7 days
DOCUMENT
DEVELOP
6-8 weeks
TEST
ACCEPT
2 weeks
MAINTAIN
* RDF reports can take up to 16wks.
Report Pricing Matrix
Report Types
Complex
Medium
Simple
Subscription
Fees
PPTC
15K – 20K
10K – 15K
10K
5K
Ad Hoc/BIRT
15K – 20K
8K – 15K
3K – 8K
2K*
Compensation
Statements
10K – 20K
5K – 10K
3K – 5K
2K*
RDF**
18K – 25K
12K – 18K
8K – 12K
5K
*2K per report, 5K max
** Only Developed by Partner
How Can I Get Started?
 Contact the Premium Reporting Team (Morgan Hunt:
[email protected]) to arrange a customer
discovery meeting
 Request a report mockup from your customer
 Set the right expectations regarding costs and
turnaround times in your initial customer initiation
meetings
Appendix: Pixel Perfect Talent Cards (PPTC)
Report Objective: Displays a comprehensive view of an employee’s professional work history and career
information.
Business Need: Mainly used for succession planning, career development, and recruiting purposes.
Dependencies
Capabilities
Limitations
Data fields need to be defined on the
Employee Scorecard tab, and/or
performance form and/or goal plan
Supports pulling data from up to 3 sources
(scorecard tab, PM form, Goal Plan form.
Field permissions from performance form
and/or goal plan form are NOT carried into
the PPTC. Therefore, to protect the
confidentiality of data from these sources,
an individual’s access to print PPTC can be
restricted in Admin Tools.
For data pulled in from the scorecard tab,
the permissions defined in the data model
and are observed in the scorecard and PPTC.
PM/GM processes are defined in Admin
Tools
Batch Print and Archive & Print is available
Supports multiple processes (forms)
Character limitation & restrictions are
supported
Supports custom design, layout, formatting,
graphs, logos, branding
Field calculations & logic supported
Report output options are PDF, RTF, PPT,
HTML
Only one type of report output can be
chosen.
Appendix: Ad Hoc Visual Publisher (BIRT) Reports
Report Objective: Displays simple & complex reports using the BIRT design tool to extract data for Succession
Planning, Recruiting, Compensation, PM, GM, Employee Profile, Employee Central, and LMS.
Business Need: Recommended when conditional logic, calculations, special formatting, graphical charts are
needed to be displayed in a report.
Dependencies
Capabilities
Limitations
All data fields needed in the report output
need to be made reportable in Ad Hoc
Report outputs are PDF, Excel, PPT
CSV output not supported
Activate Report Builder 2.0
Able to consolidate data into 1 line per
employee.
Foreign language translations not supported
Supports joining multiple modules
Graphs not supported in Excel output
Supports joining multiple forms/data sets
Multiple worksheets not supported in Excel
output
Supports custom design, layout, formatting,
graphs
Supports scheduling reports offline through
FTP process
Supports custom calculations
Supports conditional report logic
Custom filters at runtime are supported
Visibility of the reports can be set for a
defined group
Appendix: Compensation Statement Reports
Report Objective: Displays merit and bonus information for an employee.
Business Need: Recommended when conditional logic, calculations, special formatting, graphical charts are
needed to be displayed in the compensation letter.
Dependencies
Capabilities
Limitations
Images/logos/graphics need to be on the
internal customer FTP folder
Supports pulling data from the User Import
file and/or compensation form.
The statement is effectively static per
customer with the only dynamic attribute
being the field data values per employee.
Customer will provide language translations
where needed
Supports multiple foreign languages and
there is no limit on # of languages to
supported.
Does not support JavaScript (e.g.: dynamic
graphs)
List of currencies and conversion rates are
to be supplied by the customer
Supports custom logic
No filters are available for generating
statements
Compatible with IE 7.0 and up, Firefox 3.0
and up browsers
No ability to generate a subset of
statements. All statements needs to be
recreated each time a modification is
made.
Supports all foreign currencies.
Supports bulk printing (from the completed
comp form).
Appendix: Pixel Perfect Talent Card Examples
MARCUS Q. HOFF, SENIOR SALES DIRECTOR, NORTHEAST
Competencies
Communication
Customer Focus
Hiring
Integrity/Ethics
Job Knowledge
Listening Skills
Negotiation Skills
Sense of Urgency
Teamwork
Future Leader
Actual Rating
Expected Rating
3
3
3
4
3
3
5
3
3
3
4
3
Overall Rating
Retention
Yes
Risk of Loss: High
3
Impact of Loss: High
Personal Information
Education
Division
Department
Hire Date
Time at Company
ACE Software
Sales
07/12/1995
16 years, 8 months
Location
Team Size
Manager
Time in Position
Boston, MA
3
Carla Grant
9 years, 7 months
Work Experience
From - To
School
87 - 89
77 - 81
Harvard University
Business
Florida State University Environmental Engineering
Major
Mobility
Degree
From - To
Job Title
Company
High School Diploma
Bachelors
08/1997 - 07/2001
07/1990 - 07/1997
Associate Principal
Manager
McKinsey & Company
Deloitte Consulting
Current Nominations
Willing to Relocate
Location Desired
Yes
Canada
Division President - Software 3+ Years
VP, Sales - 1-2 Years
Sales Director, Canada - Ready Now
SuccessFactors Talent Review
Proprietary and Confidential
March 29, 2012
Page 1
Appendix: Pixel Perfect Talent Card
Examples of Charts
Sample Charts for PPTCs
Incorporating logic into the PPTC,
numeric data entries residing in the scorecard,
performance form and /or goal plan form can be
displayed in a various chart layouts in the PPTC.
Appendix: Ad Hoc BIRT Report Examples
Appendix: Ad Hoc BIRT Report Examples
Appendix: Compensation Statement Examples
Appendix: Compensation Statement Examples

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