Transcript Slide 1

Boardwalk Collaboration Platform (BCP)
Enterprise Report Manager (ERM)
for
The Reporting Challenge
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Running a report from Salesforce.com overwrites current data
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There is no change management
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There is no change history
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Building and distributing summary reports is time consuming
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There is no access control on who can/can’t see specific reports
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You cannot synchronize reporting data from multiple systems
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The BCP-ERM Reporting Solution
Provides a persistent reporting data environment that delivers:
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Complete change management
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On-demand access to change history at cell, row and sheet levels
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Excel user interface for all reports
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Extra columns for desktop to desktop collaboration
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Create executive dashboards and reports with versioned data
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Complete access control - you can specify who sees what report(s)
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Synchronize reporting data from multiple systems
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The BCP-ERM Reporting Solution
Overview of capabilities and Demo
Desktop
Collaboration
2. Sales VP reviews
changes and adds
comments for others
Access Control
Reporting
3. Finance users sees
all opportunities which
reach a certain stage
Consolidated
Sales Reports
BCP
ERM
Salesforce
Integration
Executive
Dashboards
4. Executives see high
level consolidated data
including pivots
Integration with
multiple systems
1. Admin user manages
process. Merges
changes from SFDC
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Creating BCP managed reports
BCP can work with
existing SFDC report
definitions
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Setting up BCP Enterprise Report Manager
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2.
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BCP uses report columns as
defined in Salesforce.com
Opportunity ID (or another
unique field) is used to drive
the sync with BCP
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BCP Report Template Overview
Change reports show
cell, row, and updates
to report over any
time period
Find out at a glance
the last time data was
refreshed
Simple to use, oneclick interface just like
receiving Email
One report can support
multiple users since BCP’s
access control manages who
sees what data
Excel-only comment column is not
lost when refreshed. Columns can be
read-only or not even shown to some
users through BCP access control
BCP can even have data columns
from other backend systems (like
ship dates, backlog/actuals)
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“Refresh” to see changes
Change reports let you see
past changes in addition to
viewing the most current
data changes
Only the rows that have
been changed, added, or
deleted are affected. All
other data is not
overwritten
All updated cells will
have a change comment
showing the
value/formula change
Pivot reports and other related
worksheets work with BCP
managed data, too..
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You can see who made changes and when…
BCP will tell you how
many changes* have
been made since the
last time you refreshed
your report
Users can have
different access
control privileges for
different reports
Missing Updates will tell you
what was updated
(new/deleted rows, formula
changes) and when
* The number of changes
captured will depend on
integration configuration
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And BCP provides change analytics at the cell, row..
Change reports show cell,
row, and entire report
updates over any time period
..Row history lets you select the
rows you want to see and then it
creates a sheet with the changes
to values/formulas shown with
comments & colors. Easily create
forecast accuracy reports
You can look at any cell and
see how it’s changed over
any time period..
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..and table levels…
All updates pulled from SFDC (and
those done within BCP) are
captured on a net change basis
and available for analysis ondemand. The reports are access
controlled, too, so users only see
the data changes that affect them
Much like with “Changes Since
Import”, you can look at any
update and see the state of the
data at that time and what was
actually changed
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Even pivot reports are automatically updated by BCP..
..pivot reports and other
related worksheets are
automatically updated
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Other Usage Scenarios: BCP S&OP for Salesforce
MRP
ERP
SFDC CRM
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Opportunity definition
Tasks
Notes Reminders
Process control
Reports
Account/contact mgnt
Product lists
Contracts
Opportunity forecasts
Usage Scenarios
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BCP Enterprise Report Manager
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Versioned reporting and entitlement management
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Combine SF.com data with other backend data in BCP
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BCP Enterprise Collaborative S&OP
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Exchange data with SF.com and other backend systems
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Work off-line, update multiple records at a time
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Units & price forecasting
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Multiple products/price books
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Discounting approval
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Backend shipped/backlog info
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Commissions , quota status, private data
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Forecasts for multiple partners
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Sales dashboard
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BCP Enterprise Report Manager (ERM) for Salesforce.com
Summary
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Easily publish existing reports from SFDC to BCP ERM
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BCP ERM merges and tracks changes
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Pivots and charts dynamically refresh on update
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Create distribution environment w/ BCP ERM access control
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On-demand access to change history at cell, row and entire
report levels for advanced analytics
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Create “live” executive dashboards with versioned data
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