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Custom Report Development Current Process SuccessFactors Professional Services v 6.0.

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Presentation on theme: "Custom Report Development Current Process SuccessFactors Professional Services v 6.0."— Presentation transcript:

1 Custom Report Development Current Process SuccessFactors Professional Services v 6.0

2 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

3 Our Shared Goal Set proper scope, timeline & cost expectations Clear Reporting Requirements Timely & Accurate Report Delivery CUSTOMER SATISFACTION

4 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

5 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 DOCUMENT Report Specs documented Project Plan created Dev resources planned & allocated DEVELOP Build out report templates per requirements specification TEST Test report against a set of technical criteria as well as specific functional criteria Testing is performed by SF & also required by customer ACCEPT Customer approves reports & formally signs off on report 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

6 Data Gap Assignment Solution Assessment Discovery Meeting Communicate Timeline to Customer SDS enhancement time estimate Data Gaps ? No Yes Gaps ? Price and Time Frame No Yes To Enhance Platform To Enhance SDS PR Lead Sales Module Teams Dev Team ATY Eng. From PS/CS Team Platform enhancement time estimate Gaps Fixable ? Yes To Partner Referral (RDF) No Time line OK? To Partner Referral (RDF) Price and Time Frame Yes No = Use JIRA to communicate Report Feasibility/Solution Assessment

7 Report Services Timeline * RDF reports can take up to 16wks. INITIATE/SCOPE DOCUMENT DEVELOP TEST ACCEPT 5-7 days 6-8 weeks MAINTAIN 2 weeks

8 Report Pricing Matrix Report TypesComplexMediumSimpleSubscription Fees PPTC15K – 20K10K – 15K10K5K Ad Hoc/BIRT15K – 20K8K – 15K3K – 8K2K* Compensation Statements10K – 20K5K – 10K3K – 5K2K* RDF**18K – 25K12K – 18K8K – 12K5K *2K per report, 5K max ** Only Developed by Partner

9 How Can I Get Started? Contact the Premium Reporting Team (Morgan Hunt: 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

10 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. DependenciesCapabilitiesLimitations 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. For data pulled in from the scorecard tab, the permissions defined in the data model and are observed in the scorecard and PPTC. 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. 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.

11 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. DependenciesCapabilitiesLimitations All data fields needed in the report output need to be made reportable in Ad Hoc Report outputs are PDF, Excel, PPTCSV output not supported Activate Report Builder 2.0Able to consolidate data into 1 line per employee. Foreign language translations not supported Supports joining multiple modulesGraphs not supported in Excel output Supports joining multiple forms/data setsMultiple 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

12 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. DependenciesCapabilitiesLimitations 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 logicNo 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).

13 Appendix: Pixel Perfect Talent Card Examples

14 SuccessFactors Talent Review Proprietary and ConfidentialMarch 29, 2012 Page 1 MARCUS Q. HOFF, SENIOR SALES DIRECTOR, NORTHEAST Competencies Actual RatingExpected Rating Communication 34 Customer Focus 33 Hiring 33 Integrity/Ethics Job Knowledge 53 Listening Skills 34 Negotiation Skills 33 Sense of Urgency Teamwork Future Leader Yes Overall Rating 3 Retention Risk of Loss:High Impact of Loss:High Personal Information DivisionDepartmentHire DateTime at Company ACE SoftwareSales07/12/ years, 8 months LocationTeam SizeManagerTime in Position Boston, MA3Carla Grant9 years, 7 months Education From - ToSchoolMajorDegree Harvard UniversityBusinessHigh School Diploma Florida State UniversityEnvironmental EngineeringBachelors Work Experience From - ToJob TitleCompany 08/ /2001Associate PrincipalMcKinsey & Company 07/ /1997ManagerDeloitte Consulting Mobility Willing to RelocateLocation Desired YesCanada Current Nominations Division President - Software - 3+ Years VP, Sales Years Sales Director, Canada - Ready Now

15 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. 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.

16 Appendix: Ad Hoc BIRT Report Examples

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18 Appendix: Compensation Statement Examples

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