Transcript Agility Powerpoint Template

Executive Information System( EIS)
Overview
Topics for Discussion
•
How to access/navigate
•
Overview of features and EIS team (what do we do, where is team, how are we set up,
etc…)
•
Accessing EIS
•
EIS Architecture
•
Overview of business rules and where data comes from
•
Purpose of EIS
•
Reports in EIS
•
Usage Statistics of EIS
•
Support Process & Statistics of EIS
•
Accessing Support from in EIS
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New Report Process– Governance Process
Accessing EIS
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This application is a form based authentication system and any user with a valid user id given from EIS team
can use this application.
•
URL is http://eis.agilitylogistics.com
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The menus will be based upon the access rights given for the each user.
•
If any user wants to extend the access rights need to raise a ticket in the support system in EIS.
•
New users can request access to Agility Help Desk and also from the EIS application home page
EIS Architecture
Overview of Business Rules and Data Management
System
Update frequency
•
Data Extraction and Monitoring
Control
Daily Update
•
Support of existing reports (extract data, give it for testing,
DMS
Daily Update
confirmation of the data, upload of data to EIS application
Cargo 2000
Monthly Update
HFMS
Monthly Update
Sys 21
Daily Update
EDI
Live Reports
•
Enhancements to present reports for visual change, scope
change, etc
•
Development of new reports
•Extraction of
Control data
•Validation of
Control data
•Report in case
of discrepancies
in data
extraction
Data Extraction
Report
Designing
•Report
Designing and
Development
•Coordinate with
Business for
Report
Designing
•Data population
for report
•Data Validation
Report
Production
Report
Availability
•Report
development
•Implementation
support
• User
management
System
Support
Purpose of EIS
EIS
Functional Intelligence
Sales &
Marketing
Salesman
Analysis, AR
by salesman
Finance
PF sum , AR
reports , Top
X, Aging
reports,
Charge code
based
reports,
Application Metrics
Program
Metrics
Cargo 2000
Global
Metrics
CSR
Operation
Customer
Support
DMS
Carbon
Emission
Country
Specific ,
Branch
analysis ,
Sales
man/Consig
nee, Profit
and loss
making job
report, Non
Invoiced
jobs
Emerson ,
Hitachi ,
SunPower,
Nokia,Nike,G
lobal
accounts
charge code
report, EDI
Invoicing
report
2.1
Implementat
ion metrics,
Scanned
document
report,
Control
documents
report
EDI Reports
997 EDI
report
Airline
performance
ASN reports
Client
Transaction
reports
SOI , OTD,
OTSP, SECT ,
Invoice
Accuracy,
GM
dashboard
Sample reports in EIS
• DMS reports to measure the implementation
across
regions,
countries,
branches,
departments, source of scanned document and
effectiveness of initiatives like TOP integration.
Support Process & Statistics of EIS
Request Type
26
Enhancement
52
Issue
New Report
Support
169
8
Supports handled from Jan -June
250
221
200
150
100
50
26
1
2
2
1
1
1
Rejected
Sent for
Approval
0
Approved
Closed
Completed In Progress
On
Opened
Discussion
Accessing Support form in EIS
New support request can be raised by clicking on the new option in the list page
New Report Process
• EIS Support form is to be used to raise a new report request and for the team to understand the requirement and also to provide inputs
whether it can be an enhancement of an existing report or a new report
• To create a new report request, The “Type” dropdown should be selected as “New report”. and the region and company details should be
provided.
• Module dropdown list contains the list of modules available in EIS. So please choose a module for which the report is to be created.
• In the comment section, the details of the new report should be provided.
• After completing the above mentioned process “save” button should be clicked.
• The request will be taken up by the support team and will change status to “in progress”. If approval is needed for the report
development, IP process is created and the support request is closed.
New Report Process
Important Contacts
Name
Module
Deepak Sharma
System Sponsor
Rex Chandru
Project Manager
Bhavesh Thakrar
Global Metrics
Richard York
EIS Europe
Brandy Norris
Project Logistics
Daria Goebel
DMS Reporting
Joseph Doyle /Greg Holmes
EDI reporting
Mick Goater
Cargo 2000
Godwin Ligouri
System Owner
Thank You
www.agilitylogistics.com