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NoetixViews for PeopleSoft Enterprise Human Resources with Grey Sparling Hoverboards. Patrick Roche VP Engineering Noetix Corporation. Larry Grey President Grey Sparling Solutions, Inc. Agenda. Noetix Overview Grey Sparling Introduction The State of PeopleSoft Reporting
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NoetixViews for PeopleSoft Enterprise Human Resources with Grey Sparling Hoverboards Patrick Roche VP Engineering Noetix Corporation Larry Grey President Grey Sparling Solutions, Inc
Agenda • Noetix Overview • Grey Sparling Introduction • The State of PeopleSoft Reporting • Solution Overview • Product Demonstrations
BI solutions experts since 1994 Offices in North America, Europe and South Asia Certified with all leading BI Platforms 2007 Product Awards: KMWorld, eWEEK, DMReview 1400+ customers globally About Noetix PARTNERSHIPS
Grey Sparling – Introduction Founded in April 2005 Founded by the people who ran PeopleTools 25 Customers on 2 continents 11 Products The PeopleSoft Experts Top ranked PeopleSoft weblog on the internet Asked by Oracle to present at major conferences and user groups
Grey Sparling – Product Approach Low Adoption Risk Powerful Re-Use ERP APIs and Logic No Modification Of Application Code Core ERP Functionality Easy to Support Easy to Use and Deploy Highly Configurable Built-in Diagnostics and management
Architecture We Plug into your ERP or BI Infrastructure Client Tier Client Plug-in Framework Excel Add-in Context Helper Version Control PSIDE Helper ERP / BI Infrastructure Client Tier Web Server Plug-in Framework Hover Boards ERP Firewall Single Signon Web Server Tier Business Logic Plug-in Framework Report Explorer Report Security and Dist Security Workbench Tree Alignment Assistant Application Tier
What PeopleSoft Users Need for Better Reporting • Ease of use • Knowledge of data • Drill down capabilities to the transaction level • Ad hoc Capabilities • Graphical view of data
Your report Noetix view of the database Emp_Sal_Analysis Salary Info PER_ALL_ASSIGNMENTS HR_ALL_ORG_UNITS Date Effect. Date Effect. Emp. Name Grade Jurisdiction Organization Pay Basis Payroll Name Tax Amount Tax Type Code PER_ASST_HIST Emp Name Organization PER_ALL_PEOPLE_F Pay Basis PAY_PAYROLL_ACTIONS PAY_PEOPLE_GROUP Payroll Name Tax Amount PAY_US_TAX HR_ADDRESS_HOME PAY_US_TAX_BALANCES HR_LOCATIONS_ALL_TL Tax Type Code What is a Noetix view? PeopleSoft database tables [new database structure] [doesn’t break] [same view]
Metadata Layer NoetixViews leverages existing investments NoetixWebQuery Noetix Dashboard Crystal SQR PeopleSoft Query Cognos8 BI Business Objects WebIntelligence OtherThird-partyBITools Records and View Virtualtables Models /Packages Universe Other data models Oracle PeopleSoft Enterprise NoetixViews
Noetix Help File Demonstration
NoetixViews for PeopleSoft 1.0 • Human Resources - Human Capital Management • Workforce Administration • Base Compensation • Position Management • Base Benefits • Supports 8.9 • Can schedule 9.0 • Oracle Database only • Currently developing Payroll for North America • Aggressive discounts until the end of June!
NoetixViews Configuration-Specific Features Confidential • Custom fields detected • Security logic applied to views • Effective Dates intuitively supported • Current row easily identified • People Trees supported (Department) • Position Management detected and applied • Translate values detected and applied • PeopleSoft terminology throughout
Security Confidential • Data Access Security • Row level security as defined in the PeopleSoft tables • SJT - security join tables • Column level security as defined by Noetix Roles including: HR User, HR Manager, HR Salary Manager, Benefits User, Benefits Manager • Authentication via the PeopleSoft UserID and Password • Noetix Platform initially
Immediate Answers to Questions HumanResources • What were the 1-year and 3-year and 5-year historical headcounts for a specific department? • What is the number of transfers out of a specific department in a specific period? • What are the compensation details for employees in a specific department? • NoetixAnswers • Automatically generate more than 100+ reports custom to your PeopleSoft implementation • Provide end users with immediate answers to common business questions Benefits • What dependents are over the dependent age limit for health coverage as of today • What are the plans for a specific provider? • What is the current amount of vacation an employee may carry over? • What are the current vacation accrual balances for the employees in a specific company? Salary Manager • Which active employees have current salaries below the minimum of their salary grade? • Who are the active employees with the comparison ratio less than a specific percentage?
Noetix WebQuery • Web Based • Internal/External Access • Ad hoc Query • Pre-defined Reports • Parameterized Reports • User-defined Reports • Drill Down/Across • Pivot
Noetix Excel Integration • Author in Noetix WebQuery • Pre-defined Spreadsheets • User-defined Spreadsheets • Refreshable • Multiple Queries in a Workbook • Log into the Noetix report server with PeopleSoft credentials • Execute reports all from within Excel
Noetix Dashboard • Let executives manage the business with the right data • Make decisions with real-time data • Author in Noetix WebQuery • Receive secure, scheduled delivery of updates • Use a common data source for all dashboards & reports
THIRD PARTY BI TOOL NOETIX / EXCEL NOETIX DASHBOARD NOETIX WEBQUERY Query MgmtServices PerformanceManager MetadataRepository Noetix QueryServer DeliveryServer Noetix Platform NoetixViews Oracle ERP Siebel PeopleSoft Legacy Other ERP or CRM DM/DW
Noetix Solution — Components NoetixViews Business views of the underlying data structures organized by functional area — Help file guides users in report creation by documenting your Oracle Applications configuration Help File NoetixAnswers — Pre-built reports out-of-the-box easily modified by end users Oracle Discoverer, Cognos, and Business Objects, Oracle BI Suite EE Plus Noetix Generator Integrates disparate data sources into a secure query routing and management platform Noetix QueryServer Web-based query tool for report creation and modification without IT involvement Noetix WebQuery KPIs for various functional areas presented via a graphical display Noetix Dashboard
HoverBoards Blurs the lines between BI and your ERP application Show relevant BI content inside your ERP application Meaningful dashboards and reports are available with 0 mouse-clicks Information is contextual and relevant No searching to find information Snaps in without requiring modification of Pages in your ERP system Reports that you’ve already built Also snaps into BI Portal
HoverBoard Features Context menus Allows unique menus to be attached to each field on each page (or each field on each report) Menu content is maintained without code and without modification of your existing reports Understands the context of the ERP and BI application as part of accessing content Content can be accessed By embedding the content directly into the menu as a popup By navigating to the content in a new browser window or the current browser window Leverages the security that already exists in your ERP and BI solutions
Product Demonstrations • Noetix WebQuery • NoetixViews • NoetixAnswers • Excel Integration • Grey Sparling HoverBoards
Noetix Differentiators Automatically Generated BI Content –Configuration specific views and reports End User Independence – Enable adhoc query and report creation Faster Time to Benefit – Easy to deploy, use and maintain Open Architecture – Use with BI tool of choice Simplified access to operational data – Real-time information Upgrade Protection – Low Total Cost of Ownership
Q & A Email: sales@noetix.comwww.noetix.com