Transcript WebFOCUS @ CentiMark Mike Galupi Pittsburgh User Forum March 29, 2011

WebFOCUS @ CentiMark
Mike Galupi
Pittsburgh User Forum
March 29, 2011
AGENDA
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CentiMark – Who are we?
CentiMark IT Environment
Life Before WebFOCUS
WebFOCUS – Past, Present & Future
My Sales Portal – Homegrown ‘CRM’
using WebFOCUS
Q&A
- Who are we?
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North America’s #1 commercial roofing
contractor
FY ’10 Revenue - $364.0M, Total Assets $213.6M
1st and only roofing contractor rated 5A1 by D&B
Privately owned, incorporated in 1968
2,500 associates in 65 locations
Primary areas of business: re-roof, roof
repair/service, flooring (QuestMark Flooring)
Corporate headquarters in Canonsburg, PA
(Southpointe)
CentiMark Locations
CentiMark IT Environment
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SAP (back-end processing)
Custom Java-based apps– WebSphere v6.1
(pre-sales)
Custom android applications (field apps)
Custom data warehouse in Oracle (v10g)
Recently transitioned from Lotus Notes mail
to Google mail
MS Office ’97 – working towards transition
to Google apps
CentiMark IT Environment
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IT Department – 20 members
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CIO
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MIS Mgr (Hardware/Network)
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SAP Mgr
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Networking (2)
Helpdesk/Support (4)
SAP Development (2)
VP of Business Applications
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Application Development (6)
BI / Report Development (2)
Life Before WebFOCUS
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Most reporting through SAP (limited to SAP
users, at the time – no access to non-SAP
data)
Some java-based reporting
All non-SAP reporting generated by
Business Analysts – distributed to
organization via email or shared network
drives/intranet site
No automated report delivery via email
We needed an Enterprise reporting solution
WebFOCUS Past, Present & Future
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Past
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Present
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Why WebFOCUS?
Initial environment
Early reporting solutions
Current environment
Current reporting solutions
Future
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Where we’re going
Past - Why WebFOCUS?
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Strongly considered 3 vendors
WF – Ability to seamlessly connect to SAP &
Oracle
WF – Development tool, not just report
writer
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Integration possibilities
Custom security exit
SQL pass-thru
WF – By far the most helpful and committed
during POC process
Past -WF Environment
THEN
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Installed Jan ’04
Version 5.2
WebFOCUS, Report Caster, Report Library,
Resource Analyzer
Self-service Reporting only – No MRE/Dashboard
No true Dev environment (folder mgmt)
Single app/client on Linux
Single reporting server on UNIX
2 data adapters (Oracle, SAP)
Past -Hit the ground running
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1st reporting app – ‘My Commissions’
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Combine oracle & SAP data
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Main output to be formatted as a ‘form’
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Use of 2 adapters allowed this to happen
Flexibility of WF allowed this to happen
Reports needed to be ‘personalized’ & access to
individual data need to be defined by a custom
security model
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Ability to included custom security exit allowed this to
happen
Present – WF Environment
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THEN
Installed Jan ’04
Version 5.2
WebFOCUS, Report Caster,
Report Library, Resource
Analyzer
Self-service Reporting only –
No MRE/Dashboard
No true Dev environment
(folder mgmt)
Single app/client on Linux
Single reporting server on
UNIX
2 data adapters (Oracle, SAP)
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NOW
Upgraded twice since ‘04
Version 7.1.4 (eagerly awaiting
v8)
MRE/Dashboard {’05} (upgraded
to unlimited user license {’07})
Development Server {’06}
Clustered app/client environment
on Linux {’07}
Clustered reporting servers on
Linux {’07}
Present – Current Solutions
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Self-service area-specific & function-based
report apps/portals
Customer-facing report portals
Application interface for java-based forms
Reports called from java-based forms
Limited ‘Scorecard’ reporting
Over 1,000 .fex files in production use
Over 75 report caster jobs (internal &
external delivery)
Area-specific reporting app
Function-based portal (pre-Db)
Customer-facing portal
‘Scorecard’ report
Future – Where we’re going
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WF version 8.0
Continued expansion of customer-facing
portals (MyCentiMark.com,
MyQuestMark.com)
Consolidation of area-specific and functionbased apps into a single role-based portal
Mobile – Mobile Dashboards, active
technologies, etc.
My Sales Portal (MSP)
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Our sales management wanted an
enterprise CRM solution (previously local
versions of ACT!)
Explored a few 3rd-party tools
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Too expensive
Difficult to customize to our processes
Difficult to synchronize with existing applications
Solution – leverage some of our existing
pre-sales applications and develop a homegrown ‘CRM’ portal w/WF & Java
MSP - Requirements
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Provide Report Card so sales reps know where
they are relatives to goals
Provide access to add/update contacts/customers
records (schedule appointments, track activity, etc.)
Provide access to other key sales transactions
(Leads, Proposals, Forecasting)
Provide ability to research contacts/customers as
part of transactions
Provide access to other sales-related applications
and resources
Personalized, one-stop shopping for Sales Reps
MSP - Homepage
MSP – Contact Search
MSP – Contact Maintenance
MSP – Lead Search
MSP – Lead Maintenance
MSP – Apps/Research
Q&A
Mike Galupi
CentiMark Corporation
Phone: 724-514-8561
Email:[email protected]
www.centimark.com
www.mycentimark.com