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Create a Connected
Solution with InEight
Integration Services
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Ineight Product Integration Team Structure
• Part of dedicated Ineight Professional Services Organization
• Work exclusively to service Client Requests
• Currently expanding operations
• Background experience
• Technical Consulting
• Systems Architecture
• Software Development
• Database Design/Modelling/Performance Tuning
• Product Support/Development
• Network Communications
•
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What does the Integration Team offer?
• Technical consulting to our clients
• Provide innovative solutions to business problems
• Strategies for implementing integration with existing
systems
• Technical design services
• Custom development of interfaces and reporting
• Technical assistance with current HD interfaces
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What has the Integration Team done?
• Custom Reports
• Custom Data Imports/Exports
• Accounting Integration
• Norms Productivity Data Integration
• Payroll Integration
• Take Off/Estimating Software Integration (Accubid)
• ERP Integration (SAP, PeopleSoft, JD Edwards, ViewPoint)
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Current Hard Dollar out of the box Integrations
• Budget Export (approx. 35 including)
• ViewPoint, Sage, JD Edwards, Dexter Chaney, Foundation
• Generic, CSV & XML formats
• TimeSheet Export (approx. 15) + Generic CSV & xml
• HD API Import
• Progress Tracking Data Import (also available in excel)
• Other Import Functions
• Productivity Norms
• Richardson, RS Means, HD Norms
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Current Hard Dollar out of the box Integrations
• Schedule Integration
• Primavera
• Microsoft Project
• Take Off Integration
• MC²
• OnCenter
• Payroll Interface (optionally available from About Time)
• About Time (uses the HD API to import time records)
•`
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What is our approach?
How does the Custom Development process work?
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Ineight Custom Development Process
• Initial phone or in person meeting to discuss the business opportunity
• High level requirements will be gathered and assessed
• Potential further discussions will ensue to further clarify requirements
• Statement of work will be issued, laying out the functional scope
requirements, the cost and the rough timeframes
• Plan out the development effort
• Client resources will be identified and engaged
• Client vendor software contacts will be engaged
• Client to review and sign-off on SOW
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Ineight Custom Development Process
• Integration team will draft an internal technical specification
• Questions will be validated with the client/vendor
• Start date and estimated delivery will be ascertained
• Software components will be developed
• Client software components (if applicable will be developed)
• Local testing of the solution
• Software will be provided to client for acceptance/integration testing
• Corrections will be handled
• Final software will be provided and solution signed required by client
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Hard Dollar integration Architecture
What does the landscape look like?
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Hard Dollar Integration Architecture (Client Side)
• Plugin architecture
• Software delivered as DLL
• Targets a specific directory within the HD BidBuild directory
• Actioned from specific menu’s within HD
• Most common menu is the HD Reports Menu
• Common plugins support Reports and custom exports
• Less common integrations provide custom Productivity Norms
outside the realm of the HD Norms, RS Means and
Richardson’s which are more Construction oriented.
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Hard Dollar Integration Architecture (Server Side)
• API (application programming interface)
• Used to enable importing of data into the HD job database and
Library
• XML (eXtensible Markup Language) based interface
• XSD (XML Schema Definition) which is supplied with the HD
software in the BidBuild/App Resources folder
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HD Database Integration
• Job Database
• Data Warehouse (Optional)
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Hard Dollar Integration Architecture
Basic Integration Architecture
HD Server
Job
Databases
Job
Databases Job
Databases
HD Client
Integration
Service
3rd Party System
API
(Installed on Server)
HD Client
Plug-in
3rd Party System
API
(Installed on PC)
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Hard Dollar Integration Architecture
HD Server Side Integration Services
HD Server HD Warehouse
(Read Only)
Job
Databases Job
Databases Job
Databases
Primavera Integration
Server
HD API Server (Write
Only)
Job Consolidation
Server
HD Library
(Read Only)
Primavera’s
Database
Primavera’s
API
Customer Integration Application
Other Customer System (Accounting, etc)
QlikView
Web Server
HD Analytics
Application
HD Clients HD Clients
HD XML
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HD API & Data Warehouse
Used for Server Side Integrations
HD API is for getting data IN to Hard Dollar
• Requires HD XML Format
• Customer writes the integration code
• Supports Cost Items, Resources, and Job Tracking entries
HD Warehouse is for getting data OUT of Hard Dollar
• Standard SQL Database
• Contains all job data aggregated into a single database
• Updated as jobs are saved by Job Consolidation Service
• Read only
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Hard Dollar Integration Test Harness
HDAPISrvTester.exe located in: C:\Program Files (x86)\BIDBUILD
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Case Studies
Three examples of some the integration projects that we
have undertaken
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HD Integration Case Study 1
Mining Company Utilizing HD Estimating and field timesheet collection
Business problems • Need to provide client with weekly updates on status & burn rates for each project phase, detailed
breakdown of hours and resources
• Need to provide client with a detailed daily timesheet for signature, hours and rates
• Weekly payroll requirements
• Challenges
• Time consuming nature of compiling the data from various sources onto a spreadsheet
• Accuracy issues
• Double entry and inherent problems with payroll
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Case Study 1 Solution
• Developed custom reports (2) • Multiple worksheets for both the estimate status and burn rates and the payroll phases
• Accessed the CBS for estimate of hours and direct or indirect
• Accessed the timesheet data for both reports for progress tracking data
• Accessed the actual resource names for the TimeSheet report
• Created unique excel files for each
• Developed custom Export file for Payroll Vendor • Accessed the timesheet data for the specific project. Got the standard, OT DT hours
• Accessed the actual resources employees and machines to get the ID number (payroll ID)
• Displayed a grid view of the data to be exported
• Formatted a file as per the Payroll vendor formats
• Created a file with the correct extension
• Client uploaded the file to the Payroll Vendor
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Case Study 1 Business Challenge Resolution
• Challenges
• Time consuming nature of compiling the data from various sources onto a spreadsheet
• Accuracy issues
• Double entry and inherent problems with payroll
1. Reports generated on custom report menu with filter selections
2. Reports do not require any compilation or modification & can be provided to
the client as is.
3. No double entry of payroll data & data accuracy increased dramatically
4. Time savings, increase in quality reports to clients
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HD Case Study 2
Oil and Gas Company Utilizing HD Estimating, SAP
Business Requirements
• Utilize internal productivity norms factors with system of record in SAP, required
for estimating within HD.
• Need to be able to utilize these Norms factors and generate CBS items for the
specific task, defined resource, discipline and multi language support
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Case Study 2 Solution
HD
API
HD Client
SAP
PI
Layer
HD Server
Web Service
Jobs
Library
CBS
Norms
Norms
Interface
Add CBS Employments
Add
CBS
Update Norms Data
Select
Resource
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HD Case Study 3
Construction Company Utilizing HD Estimating, Accubid
Business Requirements
• Interface HD with the Take Off Estimate from Accubid
• Need to be able to create a HD estimate from an Accubid Estimate.
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Case Study 3 Solution
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Open Questions