eaton corporation implements oracle human...

© 2013 Eaton. All rights reserved.© 2013 Eaton. All rights reserved.

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Eaton Corporation Implements Oracle Human Resources Analytics Dan Trares, Manager, HR Reporting & Analytics

Diane Scala, Manager, Business Intelligence

Oracle Northern Ohio Business Analytics Forum

© 2013 Eaton. All rights reserved.

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Agenda

• Eaton Overview• HR Analytics • Eaton’s Business Intelligence Strategy• Lessons Learned


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Powering businesses worldwide for more than 100 years

• Founded in 1911 by J.O. Eaton• Chairman & CEO – Alexander M. Cutler• Headquarters: Dublin, Ireland• Key locations in Cleveland, Ohio; Shanghai, China; Morges, Switzerland;

Sao Paulo, Brazil• Innovation Centers in regions around the world• Customers in more than 175 countries• Sales of $21.8 billion*• 50% of sales outside the U.S.• Approximately 103,000 employees

* 2012 Sales Pro-forma, including Cooper


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Eaton’s businesses

Industrial Sector$8.6 B Sales

Vehicle

Hydraulics

Aerospace

Electrical Sector$13.2 B Sales*

Electrical Products

Electrical Systems & Services

* 2012 Sales by Sector Pro-forma, including Cooper


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The Eaton power management advantage

• Providing energy-efficient solutions for more sustainable buildings, communities and infrastructure

• Accelerating the development of renewable energy technologies• Powering mobile and stationary equipment more productively and safely,

while reducing their environmental impact• Advancing safety and security in harsh and hazardous environments• Designing eco-efficient aircraft that reduce fuel consumption and operating

costs• Improving fuel economy and reducing emissions in autos and trucks

Insert images from folder


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BackgroundLINKing all employees to the information, tools and processes they need…

LINK is a global, multi-year initiative to standardize our people processes and implement new tools and technology.

LINK


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HR Reporting Strategy

Data Analytics Predictive

Org

aniz

atio

n M

atur

ity

Transactional StrategicBusiness Value


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HR Analytics


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HR Analytics


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Workforce Profile


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Workforce ProfileEmployee Count Distribution• How many employees & where are they

Changes in Employee Count• Why did my employee count change

Organization Transfer Counts• How well are we sharing talent across business

Potential Retirement• When might employees retire

Manager Span of Control• Is the manager / employee relationship optimized


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Additional Deployed Dashboards

Inclusion & Diversity• Employee Diversity

My Team• Global HR Metrics• Team Analytics• Training

Direct Access Utilization• Adoption of Self Service Tools


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2012 2013 2014 (Planned)

Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Workforce Profile

Inclusion & Diversity

Direct Access Utilization

My Team

Global Mobility

Learning Management

Compensation Base and Variable

Workforce Profile Enhancements

Inclusion & Diversity Enhancements

Time and Labor

500 active users globally 1,000 active users globally and growing

HR Analytics Roadmap


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HR Analytics Roadmap


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Eaton’s Historical Analytics Strategy

FINANCE

OpportunitiesQuotesPricingOrdersSalesMarginHRProcurement

PRODUCTS

SUPPLIERS

CU

STO

MER

REG

ION

/GR

OU

P

Single, consistent view of information across our customers, products, suppliers and regions will enable collaboration and insights across businesses to drive sales growth and reduce costs

Finance


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Drivers of SuccessPeople Processes Technology

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• Sponsorship• Dedicated Team• Established Roles and

Responsibilities



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Responsibilities

• Clear Strategy, Roadmap, and Priorities

• Aligned Expectations• Defined Methodology• Data Quality• Governance and Data

Stewardship



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Responsibilities

• Deploy Packaged Analytics (OBIA) with Deliberate Customizations

• Design for Performance• Robust Database and

Platform Strategy enabling high availability environment

• Clear Strategy, Roadmap, and Priorities

• Aligned Expectations• Defined Methodology• Data Quality• Governance and Data

Stewardship



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Reporting Solution Framework

Scorecards are used to track actual results to targets for KPIs tied to overall business performance, and help guide strategic decisions with the help of historical analytics. Used primarily by executives.

Historical Analysis uses data collected over time to understand business performance and make decisions to improve performance. Typically used by managers and knowledge workers.

Operational reports provide insight into drivers affecting day-to-day health of business from real time or near real time data.

Scorecard

Historical Analysis

Operational Reporting

Mas

ter D

ata

Man

agem

ent

Master Data Management harmonizes the reference data (e.g. customers) across systems so that summary information will provide information across systems and functions

Eaton Reporting Future State VisionTypes of Reporting


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SALES

• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team

Effectiveness

MARKETING

• Campaign Effectiveness

• Customer Insight• Product Propensity• Market Basket

Analysis• Campaign ROI

SERVICE & CONTACT CENTER

• Service Effectiveness

• Customer Satisfaction

• Resolution Rates• Service Rep

Efficiency• Service Cost• Service Trends

ORACLE BI SUITE ENTERPRISE EDITION PLUS

FINANCIALS

• General Ledger• Accounts

Receivable• Accounts Payable• Cash Flow• Profitability• Expense

Management

PROCUREMENT & SPEND

• Direct & Indirect Spend

• Buyer Productivity• Contract Usage• Supplier

Performance• Purchase Cycle

Time• Employee Expenses

SUPPLY CHAIN & ORDER MGMT

• Revenue & Backlog• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis

PROJECTS

• Project Funding and Budget

• Product Cost• Project Revenue• Project Billing• Project Profitability

HUMAN RESOURCES

• Employee Productivity

• Compensation• Talent Management• Recruiting Analysis• Learning Analysis• Workforce Profile

PRICE

• Price Segments• Price Waterfall

Analysis• Deal Life Cycle• Deal Desk Analysis • Product Pricing

Performance

LOYALTY

• Member Demographics

• Membership Trends• Promotion Cost• Promotion

Effectiveness• Points Analysis

Currently in Production

In Process or Planned

ENTERPRISE ASSET MANAGEMENT

• Maintenance History• Maintenance

Costing• Asset Genealogy• Breakdown &

Preventative• Quality• Inventory

MANUFACTURING

• Plan to Produce• Work Orders• Inventory and WIP• Quality• Resource Usage• Bill of Material• Costing• Kanban

Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics


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OBIEE Implementation Roadmap 2013 2014 20152012

HR Analytics

Financial Analytics

CRM Analytics

Revenue and Margin

Customer Orders

Pricing

Procurement and Spend

MDM – Customer, Product, Supplier

OBI Platform Upgrade Essbase, Scorecard, Times 10


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Design(4 weeks)

Project Methodology – How? Who? What?Requirements

Analysis(4 weeks)

Business Analyst

• Requirements• Use Cases• Report Mockups• Data Profiles

• Gaps• Technical Design • Data Profiles

•Prod Migration•User Training•Communication

Phas

esD

eliv

erab

les

Data Profiler

OBI Designer

ETL Designer

RPD Developer

Business SME Business SME

Trainer

ETL Developer

Report Developer

Testers

Rol

es

Develop(8 weeks)

Test(3 weeks)

Deploy(1 week)

• Customized:• Data• RPD• Reports

• Test Plan• Integration• Performance• End User Test


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HR Reporting Architecture

BI Server

HRMSDatabase

ExadataData

Warehouse

Sch

edul

erInformatica

Presentation Server B

I Pub

lishe

r

OBIB

I Pub

lishe

r

OracleHRMS

Application

EBS

EDA / MDA / HRDA, OBIEEEnterprise Portal

Learning Management, Talent Management, Talent Acquisition…

ExtractTransform

Load

HRMS &Reporting Security Data

Answers

Reports

Dashboards

Operational Reports

NativeEBS Reports

“StandardReports

DashboardsAd hoc query


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Technical Governance Processes

Platform Stability

Release Managem

ent

Performance

Management

Design/Code

ReviewsChanges done on a schedule

Validate Load and Query

Performance

Check for best practices and

standards


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Avoid the PainPeople Processes Technology



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• Educate business stakeholders

• Grow internal technical and functional expertise

• Grow power users• Data profilers and testers

are an important part of the project team



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• Have a clear strategy• Don’t try to replicate legacy

reporting• Have a clear methodology• Use an iterative approach

to developing dashboards• Data quality is key – profile,

test, test, test• Establish a governance

process



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• Minimize customizations to RPD

• Design for performance

• Use appropriate tools to meet tool objectives

• Limit deployment of Answers to Power Users





• Have a clear strategy• Don’t try to replicate legacy

reporting• Have a clear methodology• Use an iterative approach

to developing dashboards• Data quality is key – profile,

test, test, test• Establish a governance

process



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