Custom Dashboard Reports Current Process SuccessFactors Professional Services v 3.0 Custom Dashboard Report Delivery Model • • • • • • • • • • Report Services Process Report Services Timeline Custom Dashboard Pricing Matrix Custom Dashboard Functionality Appendix: Additional Requirements Information Appendix: Custom Dashboard Scoping Questions Appendix: Objective Dashboard Examples Appendix: Performance Dashboard Examples Appendix: Competency Dashboard Examples Appendix: Compensation Dashboard Examples Report Services Process INITIATE •PS Solutions Team & PR consultant meet with the customer to review report mockup •PR consultant performs data availability and solutions assessment with dev team •SOW & Scheduled A created and submitted to customer by sales •Report Specs documented •Project Plan created DOCUMENT •Dev resources planned & allocated •Build out report templates per requirements specification DEVELOP TEST •Test report against a set of technical criteria as well as specific functional criteria •Testing is performed by SF & also required by customer •Customer approves reports & formally signs off on report ACCEPT MAINTAIN •Customer contacts the CS team to request changes to existing report that are covered under subscription fee •CS Team creates JIRA ticket •Reporting team works on changes Report Services Timeline INITIATE/SCOPE 5-7 days DOCUMENT DEVELOP 4 weeks TEST ACCEPT 1 week MAINTAIN Custom Dashboard Pricing Matrix Complex Medium Simple Maintenance • Up to 3 modules (data sets) • > 4 widgets • > 5 languages • > 3 drilldown tables with advanced logic • Export to XLS/CSV •Advanced custom tooltips (detailed mouse over text) •Advance calculations/logic •Custom filters • 1-2 modules (data sets) • 3-4 widgets •2-5 languages • 1-2 drilldown tables/charts • 2-3 iterations • Export to XLS/CSV •Custom tooltips (basic mouse over text) •Advance calculations/logic •Custom filters • 1 module (data set) • 1-2 widgets • 1 Language •No drilldown in the tables/charts •No export to XLS/CSV •Simple calculations & logic (e.g.: sum, counts, averages) •No custom filters • Change titles/texts • Rearranging position of charts/widgets • Disable/enable charts/widgets • Change colors and fonts • Adding languages to the dictionary Price Range 16-40hrs (dev) 6K-16K 16-24 hrs (dev) 6K-10K 8-10 hrs (dev) 3K-5K Subscription Fee 2K* Timeline 4 wks 3-4 wks 2-3 wks 1 wk Requirements *2K per report, 5K max Custom Dashboard Functionality Dependencies Capabilities Limitations Images/logos/graphics need to be on the internal customer FTP folder Most browsers are supported No PDF or PPT outputs Customer will provide language translations where needed Multi-languages are supported IE 6.0 or lower browser versions may not be supported Ad Hoc needs to be turned on Drill down functionality for charts/widgets Dashboard 2.0 needs to be turned on Custom/advanced calculations & logic Access to the customer’s environment Can only export to XLS and CSV Test users need to be set up Custom report filters are supported Advanced custom tooltips are supported Multiple types of charts (pie, line, bar, stacked-bar, area, scatter). Appendix: Additional Requirements Translations are not included in price, but the logic to handle multiple languages in the same dashboard are supported with the ability to load languages into dashboards Complexity depends on the # of customized calculations/logic, the number of cross dataset joins, and the complexity of getting the data pulled from adhoc. For example, a 1 chart solution can be very complex, but a 5 chart can be simple. Reference the Pricing Matrix for guidance on the requirements. Appendix: Custom Dashboard Scoping Questions How many datasets are needed? How many languages are required in the Dashboards? How many currencies if any are needed? Do we need conversions? What kind of visual charts and tables are required? (e.g.: Pie, Bar, Column, Stacked bar/column, line, area, tables, scatter) Will any of charts/widgets have drilldown or export functionalities? Will the dashboards require custom report filters? Separate dashboards or solutions may be required for different types of users (c-level, line managers, employees). Who is the audience of the reports and how will the reports be shared? Appendix: Objective Dashboard Examples Appendix: Performance Dashboard Examples Appendix: Competency Dashboard Examples Appendix: Compensation Dashboard Examples