edrg innovative reporting & dashboarding - business values

24
euroscript Netherlands eDRG – slide 1 euroscript Netherlands Delivering meaningful insight across your organization euroscript Netherlands eDRG - Business Values Innovative & Interactive Dashboarding & Reporting in D2

Upload: edrg2014

Post on 20-Jun-2015

1.058 views

Category:

Engineering


1 download

DESCRIPTION

Business Values for the eDRG Innovative Reporting & Dashboarding add-on for EMC Documentum.

TRANSCRIPT

Page 1: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 1

euroscript Netherlands

Delivering meaningful insight across your organizationeuroscript Netherlands

eDRG - Business Values

Innovative & Interactive Dashboarding & Reporting in D2

Page 2: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 2

Innovative & Interactive Dashboarding in D2

eDRG is a powerful, EMC certified, and fully-integrated Documentum add-on that provides tailor made interactive reports and dashboards

Page 3: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 3

eDRG solution overview

eDRGReport

Generator

Information and overview

Documentum users

Controlled output in multiple formats

User request

Time scheduled

non-Documentum users

Event based

Page 4: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 4

eDRG unique features

Powerful DQL implementation– Without the need of extensive training

History and trend analysis– Using the past to predict the future

Repeating variables– Multiple values for one variable

Integration with DCTM architecture– eDRG uses DCTM security model– Reports are DCTM objects– Infrastructure reuse

Page 5: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 5

eDRG as the ultimate dashboard User Interface

Page 6: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 6

eDRG for trend analysis

The reduction in dossiers overdue might be caused by an increase in unassigned

dossiers!

Configure trend information reports in minutes!

Page 7: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 7

eDRG for KPI Monitoring

Employees can see which KPI is at riskand decide which task to start next

Improve the self-management ability of your employees

Page 8: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 9

eDRG to optimize UI: Combine multiple D2 widgets in one

Employees need to review 1000s of scan-batches a

day.

The many required D2 widgets and related

actions would decrease employee performance

dramatically.

Performance is largely improved, as all

information is provided in one interactive

dashboard.

Reduce the number of mouse-clicks

from 12 to 1 !

Page 9: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 10

eDRG to optimize UI - Example: review scan batch screen

Approval of the scan-batch automatically acquires the next tasks,

resulting in one-click approval

Page 10: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 11

eDRG for Check & Review

An employee validates the automatically assigned metadata of a scan-process.

The Excel report also contains information important for the developer for issue resolution (e.g. ObjectId’s)

Page 11: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 12

eDRG as your personal assistant

By clicking the case name

you open the dossier

Reminders

New documents (status = to be processed)

Secondary case handler

Primary case handler

Employees have a complete overview of and access to their personal work

Page 12: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 13

eDRG for agenda planning

The agenda for a central committee meeting is generated based on ‘Final Decision Date’.

Documents are directly accessible electronically

Reduce meeting preparation time and make meeting documentation electronically available

DossierType

DossierID Subject

Final Decision date

Phase

MLAV1 139339

X

13-1-2014 IV

MLAV1 139411 17-1-2014 IV

MLAV1 139424 21-1-2014 IV

MLDD3 12708 12-1-2014 III

MLDD3 12709 15-1-2014 III

MLDD3 12814 21-1-2014 III

MLDD3 12816 22-2-2014 II

Page 13: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 14

eDRG to use D2 on iPad

Essential functionality in D2 is hidden under the right-mouse click.An iPad has no right-mouse click.

eDRG to make D2 functionally available for iPad

No context menus. All actions through direct links

for easier access on iPad.

Page 14: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 15

eDRG to generate formal documents

Reports are managed like other documents and deliver proof of correct execution of a business

process

Automatically generate formal documents

Page 15: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 16

eDRG as alternative for Business Process implementation

Ensure that business processes and rules are followed.

People are informed of required actions, through dashboard reports or email.

SOP's not yet read Date: 20-Apr-2014SOP Nr Description Active Date Not Yet ReadPR_2014_000529 Change to Startup Procedure Machine x317 15-Apr-2014 R.RusselPR_2013_001391 Clothing Instruction 20-Apr-2014 P.Patterson

PR_2014_000632 Cleaning Method Machine x421 1-May-2014

A. JohnsonW. DeWitJ.McLaren

PR_2014_000312 Startup Procedure Macine x421 1-May-2014 J.McLaren

PR_2014_000993 CloseDown Procedure Machine x421 1-May-2014B. StephensR. Russel

SOP to be read User: R.RusselSOP Nr Description Active Date Not Yet reviewed byPR_2014_000529 Change to Startup Procedure Machine x317 15-Apr-2014 R.RusselPR_2014_000993 CloseDown Procedure Machine x421 1-May-2014 R. Russel

Implement business process

assurance within hours

Page 16: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 18

eDRG for Documentum support team

Always have access to your current Documentum configuration

“Can you please create me a list of … ?”...

“Nice! Can you provide this every week/month

in Excel/PDF and send it to me by email?”

Page 17: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 19

eDRG for Testing

Example:A tester must validate the automatically assigned metadata of a scan-process.A report shows all To-Be-Checked information of the test case.HTML to review the test case.

Excel to register remarks “in context”. It also contains data to assist the developer in issue resolution (e.g. ObjectId’s)

Customer Case: 500+ test cases Individual test case: 30 min 2,5 minTotal test period: 7 weeks 3 days

Page 18: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 20

eDRG - Reporting as part of your workflow

Workflow process

Workflow process continued

Example: During the price-setting process

regarding a new order, a report with

customer history is attached.

The account manager can calculate the discount on this

information.

Support your employees in decision

making

Page 19: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 21

eDRG integration with Reveille

performance management &

monitoring

Enhance log and server information stored in Reveille

with Documentum metadata to create

more valuable reports

A possible alternative for audit

trails with easier/faster access

and allowing to combine metadata

with server information

Page 20: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 22

eDRG for multi-dimensional access to your content= Price Level

Allow your users multi-dimensional access to information.

Access standard Documentum functionality for content

management

Click ce

ll to o

pen

Provide a custom User Interface in D2 avoiding

PlugIns

Page 21: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 23

eDRG Product Overview

FUNCTIONAL SPECIFICATIONS eDRG EMC DRS

EMC BAM

SQL Reporting Services

SAP Crystal Reports

Configurable reports & dashboards

√ √

Integrated within Documentum D2

Integrated within xCP TaskSpace √ √

Integrated within WDK web applications

√ √

Variety of output formats √ √ √

Reports upon user request √ √ √

Scheduled reports √ √ √ √

History/trend reports √ √

Complex reports with multiple DQL’s

√ √ √ √

The ECM market demands reporting and dashboarding functionality that goes beyond the current standard capabilities of EMC

Documentum

Page 22: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 24

eDRG Product Overview

TECHNICAL SPECIFICATIONS eDRG EMC DRS

EMC BAM

SQL Reporting Services

SAP Crystal Reports

No extra hardware needed √ √ √ √

No third party software required √ √ √ √

No customization needed √ √ √

Single installer √ √ √

Installer without manual steps √

Use of variables in reports √ √

Pre-filled variables based on user

√ √

Seperate designer tool √ √ √

Query builder tool √ √ √

Security enforced √ √ √

eDRG meets the needs where current existing Documentum reporting tools are lacking, filling the product gap relative to customer needs

Page 23: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 25

Main new functionality in eDRG 4.2

Extended report presentations– Office 2010 / 2013 output format– Open Documents format– Improved intelligent graphical presentations– Inherit layout from central stylesheet (also for PDF)

Documentation of all included reports and presentations

Report configuration export/import

User can save selected Report Variables

Hidden Report Variables (to set defaults, but not visible for end-users)

Generate and send a report to all users in a list

Page 24: eDRG Innovative Reporting & Dashboarding - Business Values

euroscript Netherlands eDRG – slide 27

eDRG. Delivering meaningful insight across your organization.

Discover the eDRG for free for 30 days!Go to our website and download the

full software and trial license:http://www.euroscript.com/eDRG

Contact: [email protected]