4 Report Service Offerings Current OfferingsPixel Perfect Talent CardsAd Hoc/BIRT ReportsCustom PM form layoutMaintenance of existing reportsFuture OfferingsCompensation 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 INITIATESales & PR consultant meet with the customer to review report mockupPR consultant performs data availability and solutions assessment with dev teamSOW & Scheduled A created and submitted to customer by salesDOCUMENTReport Specs documentedProject Plan createdDev resources planned & allocatedDEVELOPBuild out report templates per requirements specificationTESTTest report against a set of technical criteria as well as specific functional criteriaTesting is performed by SF & also required by customerACCEPTCustomer approves reports & formally signs off on reportMAINTAINCustomer contacts the CS team to request changes to existing report that are covered under subscription feeCS Team creates JIRA ticketReporting team works on changes
6 To Partner Referral (RDF) To Partner Referral (RDF) Report Feasibility/Solution AssessmentFrom PS/CS TeamTo Partner Referral (RDF)To Enhance PlatformNoGaps Fixable?Platform enhancement time estimateYesYesPrice and Time FrameDiscoveryMeetingSolution AssessmentGaps?YesNoData Gaps?Price and Time FrameCommunicate Timeline to CustomerTime line OK?NoYesNoData Gap AssignmentSDS enhancement time estimateTo Partner Referral (RDF)PR LeadDev TeamTo EnhanceSDS= Use JIRA to communicateATY Eng.Module TeamsSales
7 Report Services Timeline INITIATE/SCOPEDOCUMENTDEVELOPTESTACCEPT5-7 days6-8 weeksMAINTAIN2 weeks* RDF reports can take up to 16wks.
8 Compensation Statements Report Pricing MatrixReport TypesComplexMediumSimpleSubscription FeesPPTC15K – 20K10K – 15K10K5KAd Hoc/BIRT8K – 15K3K – 8K2K*Compensation Statements10K – 20K5K – 10K3K – 5KRDF**18K – 25K12K – 18K8K – 12K*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 meetingRequest a report mockup from your customerSet 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.DependenciesCapabilitiesLimitationsData fields need to be defined on the Employee Scorecard tab, and/or performance form and/or goal planSupports 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 ToolsBatch Print and Archive & Print is availableSupports multiple processes (forms)Character limitation & restrictions are supportedSupports custom design, layout, formatting, graphs, logos, brandingField calculations & logic supportedReport output options are PDF, RTF, PPT, HTMLOnly 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.DependenciesCapabilitiesLimitationsAll data fields needed in the report output need to be made reportable in Ad HocReport outputs are PDF, Excel, PPTCSV output not supportedActivate Report Builder 2.0Able to consolidate data into 1 line per employee.Foreign language translations not supportedSupports joining multiple modulesGraphs not supported in Excel outputSupports joining multiple forms/data setsMultiple worksheets not supported in Excel outputSupports custom design, layout, formatting, graphsSupports scheduling reports offline through FTP processSupports custom calculationsSupports conditional report logicCustom filters at runtime are supportedVisibility of the reports can be set for a defined group
14 MARCUS Q. HOFF, SENIOR SALES DIRECTOR, NORTHEAST CompetenciesFuture LeaderOverall RatingRetentionActual RatingExpected RatingYesRisk of Loss:HighCommunication343Customer Focus33Impact of Loss:HighHiring33Personal InformationIntegrity/EthicsJob Knowledge53DivisionDepartmentHire DateTime at CompanyListening Skills34Negotiation Skills33ACE SoftwareSales07/12/199516 years, 8 monthsSense of UrgencyLocationTeam SizeManagerTime in PositionTeamworkBoston, MA3Carla Grant9 years, 7 monthsEducationWork ExperienceFrom - ToSchoolMajorDegreeFrom - ToJob TitleCompanyHarvard UniversityBusinessHigh School Diploma08/ /2001Associate PrincipalMcKinsey & CompanyFlorida State UniversityEnvironmental EngineeringBachelors07/ /1997ManagerDeloitte ConsultingMobilityCurrent NominationsWilling to RelocateLocation DesiredDivision President - Software -3+ YearsYesCanadaVP, Sales YearsSales Director, Canada - Ready NowSuccessFactors Talent ReviewProprietary and ConfidentialMarch 29, 2012Page 1
15 Appendix: Pixel Perfect Talent Card Examples of Charts Sample Charts for PPTCsIncorporating 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.