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Web-Based Paperless Reporting

Web-Based Paperless Reporting. Presented By Mary Madill Walt Disney Pictures & TV & Danny Chen C Logic, Inc. Walt Disney Pictures & TV. Motion Pictures US & World Home Video US & World TV-Network, Foreign, Disney Channel Locations: Burbank, New York, London, Hong Kong

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Web-Based Paperless Reporting

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  1. Web-Based Paperless Reporting Presented By Mary Madill Walt Disney Pictures & TV & Danny Chen C Logic, Inc.

  2. Walt Disney Pictures & TV • Motion Pictures US & World • Home Video US & World • TV-Network, Foreign, Disney Channel • Locations: • Burbank, New York, London, Hong Kong • 300+ Business Units • 400+ Users • 20+ Locations GL - October, 1998 AR - June, 1999 PC - October, 2000

  3. Where We Were 160 standard printed reports Mainframe Report distribution • High Speed Printer • Copy Machine • Overnight Deliver (2-3 days at monthend) • Microfiche for Archived Reports Chopped down too many trees!

  4. Where We Were 5 years ago • Build a Data Warehouse • Basic Query & Downloading to Excel • Classes in Excel – Basic - Formula Advanced MS Query • One on One User Training Still Wouldn’t Give Up Reports

  5. First Week of ParallelUsers agree not to print reports I GIVE UP!

  6. Current Report Volume • 50+ Batch Reports • 100+ Online Queries and Drill Down • Weekly Reports - 50,000+ Pages. • Monthly Reports – 100,000+ Pages • Single Report Up to 30,000+ Pages • Reports Distribute to 400+ Users • Database Size - 100G+ • PS_LEDGER - 26.6 M+ Rows • PS_JRNL_LN - 40.0 M+ Rows

  7. Requirement From Users • Reports Available Online Anytime • Find and Print the Page you Need • Print to Local or Network Printers • Run Reports with Specified Parameters • Retrieve 5 Years Archived Reports Online • Create Archived Report CD • Provide Online Drilldown Function • Reports can be available even if PeopleSoft is Down

  8. Requirement From IT What IT Wants: Don't spend our time writing reports Don’t spend IT resources writing reports!

  9. Requirement From IT What IT Wants • Avoid Users’ runaway queries • Web Based - No Client Maintenance • Flexible Security Mechanism • Open Architecture • Take Care All Company Reports • Easy to Configure and Maintain

  10. Solution: Information Delivery SystemCS LinkfromC Logic, Inc. • Adapt CS-Link From C Logic, Inc. • Web Based Report Delivery System • 3 tier Architecture • Plug and Play • Real Time • Works with heterogeneous environment • Works with existing programs • www.c-logic.com

  11. Solution: Information Delivery SystemCS LinkfromC Logic, Inc. • SYSTEM ARCHITECTURE • PeopleSoft 7.5 • DEC UNIX • Oracle 8.04 • NT/IIS 4.0 • MS SQL 6.5 • CS Link 2.3 • MS IE • Netscape • Others

  12. Solution: Information Delivery SystemCS LinkfromC Logic, Inc. CS Link - Key Features • Plug-and-Play • Online Drilldown Reports • Security at BU, Dept level • View and Print Report on User’s PC • Reports Distribution • Launch SQR Reports from Web • Upload User’s Local Reports • Archive Mechanism • User Submits Requests Online

  13. The JIFF Journey Into Financial Future Main Menu Training Info. News Customized CS Link

  14. JIFFJourney Into Financial Future • On Line Query - Running predefined queries and drilling down to the detail • Run Reports - Submit a request to run a standard batch report from a set list • View Reports - View your standard scheduled and ad hoc reports • On Line Help - On Line User Guide • Contact Us – Submit comment or request

  15. Launch SQR Reports from the Web using CS Link Controlled by Menu Security To Run a Report: 1. Select Run Reports 2. Menu is customized based on user’s SECURITY 3. Select the report you wish to run

  16. Launch SQR Reports from the Web using CS Link 4. Specify Report Parameters Average Run Time User’s security dictates which business units he/she is allowed to run.

  17. Launch SQR Reports from the Web using CS Link 5. Specify Distribution List CS Link Server E-Mail Network Printers 6. Schedule Run Time Once submitted, CS Link will run the report on PeopleSoft server and route the report back to the CS Link server

  18. Launch Reports from the Process Scheduler and Send Back to JIFF 2. PeopleSoft Process Scheduler processes request • 1. User submits • report from • PeopleSoft • panel 3. Upon completion, reports are sent back to CS Link server

  19. View Report From CS Link Server Display Parameters Click View Reports to display report list • Distribute Report • View Log • Delete report Reports will be converted into html, txt, RTF or zipped RTF formats automatically

  20. View Report From CS Link Server Reports can be viewed in various formats such as html, txt Download reports to MS Word and print on your local printer Page level security - Based on their profile, different users view different sections of the same report

  21. Online Drilldown Reports via CS Link User launches an on-line program Drilldown to a different ERP system LINKS may include non-PeopleSoft ERP.

  22. Menu Security using CS Link • In sync with PeopleSoft Security • Users’ Menu Security Assign Reports to Operators or Classes How admin configures What user gets

  23. Report Run Parameter Security • Input Parameter Security By limiting the user’s available parameter options, the reports generated will only reflect what the user is allowed to run. Set up BU security manually or copy from PeopleSoft

  24. CS Link Report Page-Level Security • Based upon their defined security profile, two recipients of the same report will only be allowed to see the data that is pertinent to them. How admin configures What users are allowed to see

  25. CS LinkReport Distribution Key Features • Distribute Reports via • E-Mail • CS Link In-box • Network Printer • Flexible Report Format Conversion • Report Compression • Ability to Distribute Subsets of Report • Apply Page Level Security • Report Upload from Client to Server • nVision Report Distribution

  26. CS LinkReport Distribution Page Range CS LINK user in-box E-Mail Addresses Network Printers

  27. Upload Reports from Client Side • Users can upload their local document to server and distribute to other users Upload a local File View/distribute uploaded file

  28. nVision Reports Distribution Search nVision Reports by BU Year & Period View nVision Online

  29. Archiving and Backup • Standard Reports kept online for 400 days • Move to Archived Directory for 5 Years • Quarterly, master copies of reports to CDs • Cheaper to spend $5,000 on 30G disc than cut custom CDs for 20 business units

  30. Produce CD ROM Archival • Power user select day range to run archival program • Archival program produces CD image with the user security applied.

  31. View Archived Reports From CD Open Web based index page in the CD

  32. User Submits Comment/Requests

  33. Portal for user request for New Account

  34. Benefits • Find the needed information faster -drilldown • Print only the required information • No waiting for reports in the mail • Easy training for new employees • Reports not misplaced • Increased Security • Less File Room and Binder Shelf Space • Training Schedule Available on line • Online request for new chartfields

  35. Conclusion • Web Based reporting is Strategic • More timely • Easier to control • Less training • Less IT resources • Users, IT and Trees are Happy

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