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WebFOCUS @ CentiMark

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?.

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WebFOCUS @ CentiMark

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  1. WebFOCUS @ CentiMark Mike Galupi Pittsburgh User Forum March 29, 2011

  2. AGENDA • CentiMark – Who are we? • CentiMark IT Environment • Life Before WebFOCUS • WebFOCUS – Past, Present & Future • My Sales Portal – Homegrown ‘CRM’ using WebFOCUS • Q&A

  3. - 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)

  4. CentiMark Locations

  5. 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

  6. 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)

  7. 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

  8. WebFOCUS Past, Present & Future • Past • Why WebFOCUS? • Initial environment • Early reporting solutions • Present • Current environment • Current reporting solutions • Future • Where we’re going

  9. 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

  10. 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)

  11. 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

  12. 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 – WF Environment

  13. 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)

  14. Area-specific reporting app

  15. Function-based portal (pre-Db)

  16. Customer-facing portal

  17. ‘Scorecard’ report

  18. 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.

  19. 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

  20. 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

  21. MSP - Homepage

  22. MSP – Contact Search

  23. MSP – Contact Maintenance

  24. MSP – Lead Search

  25. MSP – Lead Maintenance

  26. MSP – Apps/Research

  27. Q&A Mike Galupi CentiMark Corporation Phone: 724-514-8561 Email:mike.galupi@centimark.com www.centimark.com www.mycentimark.com

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