Eaton Corporation Implements Oracle Human Resources Analytics
Dan Trares, Manager, HR Reporting & Analytics
Diane Scala, Manager, Business Intelligence
Oracle Northern Ohio Business Analytics Forum
© 2013 Eaton. All rights reserved.
Agenda
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Eaton Overview
HR Analytics
Eaton’s Business Intelligence Strategy
Lessons Learned
© 2013 Eaton. All rights reserved.
Powering businesses worldwide
for more than 100 years
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Founded in 1911 by J.O. Eaton
Chairman & CEO – Alexander M. Cutler
Headquarters: Dublin, Ireland
Key locations in Cleveland, Ohio; Shanghai, China; Morges, Switzerland;
Sao Paulo, Brazil
Innovation Centers in regions around the world
Customers in more than 175 countries
Sales of $21.8 billion*
50% of sales outside the U.S.
Approximately 103,000 employees
* 2012 Sales Pro-forma, including Cooper
© 2013 Eaton. All rights reserved.
Eaton’s businesses
Electrical Sector
$13.2 B Sales*
Industrial Sector
$8.6 B Sales
Hydraulics
Electrical Products
Aerospace
Electrical Systems & Services
* 2012 Sales by Sector Pro-forma, including Cooper
© 2013 Eaton. All rights reserved.
Vehicle
The Eaton power management advantage
Insert images from folder
• Providing energy-efficient solutions for more sustainable buildings,
communities and infrastructure
• Accelerating the development of renewable energy technologies
• Powering mobile and stationary equipment more productively and safely,
while reducing their environmental impact
• Advancing safety and security in harsh and hazardous environments
• Designing eco-efficient aircraft that reduce fuel consumption and operating
costs
• Improving fuel economy and reducing emissions in autos and trucks
© 2013 Eaton. All rights reserved.
Background
LINKing all employees to the information, tools
and processes they need…
LINK is a global,
multi-year initiative
to standardize our
people processes and
implement new tools
and technology.
© 2013 Eaton. All rights reserved.
LINK
Organization Maturity
HR Reporting Strategy
Data
Transactional
Analytics
Business Value
© 2013 Eaton. All rights reserved.
Predictive
Strategic
HR Analytics
© 2013 Eaton. All rights reserved.
HR Analytics
© 2013 Eaton. All rights reserved.
Workforce Profile
© 2013 Eaton. All rights reserved.
Workforce Profile
Employee Count Distribution
• How many employees & where are they
Changes in Employee Count
• Why did my employee count change
Organization Transfer Counts
• How well are we sharing talent across business
Potential Retirement
• When might employees retire
Manager Span of Control
• Is the manager / employee relationship optimized
© 2013 Eaton. All rights reserved.
Additional Deployed Dashboards
Inclusion &
Diversity
• Employee
Diversity
My Team
• Global HR
Metrics
• Team Analytics
• Training
© 2013 Eaton. All rights reserved.
Direct Access
Utilization
• Adoption of Self
Service Tools
HR Analytics Roadmap
2012
Q3
2013
Q4
Q1
Q2
Workforce Profile
2014 (Planned)
Q3
Q4
Q1
Q2
Q3
Q4
Workforce Profile Enhancements
Inclusion & Diversity
Inclusion & Diversity
Enhancements
My Team
Direct Access
Utilization
Global Mobility
Compensation
Base and Variable
Time and Labor
Learning
Management
500 active users globally
© 2013 Eaton. All rights reserved.
1,000 active users globally and growing
HR Analytics Roadmap
© 2013 Eaton. All rights reserved.
Eaton’s Historical Analytics Strategy
SUPPLIERS
© 2013 Eaton. All rights reserved.
REGION/GROUP
Opportunities
Quotes
Pricing
OrdersFINANCE
Sales
Margin
HR
Procurement
Finance
Single, consistent view
of information across
our customers,
products, suppliers
and regions
will enable
collaboration and
insights across
businesses to drive
sales growth and
reduce costs
CUSTOMER
PRODUCTS
Drivers of Success
People
Processes
© 2013 Eaton. All rights reserved.
Technology
Drivers of Success
People
Processes
• Sponsorship
• Dedicated Team
• Established Roles and
Responsibilities
© 2013 Eaton. All rights reserved.
Technology
Drivers of Success
People
• Sponsorship
• Dedicated Team
• Established Roles and
Responsibilities
Processes
• Clear Strategy, Roadmap,
and Priorities
• Aligned Expectations
• Defined Methodology
• Data Quality
• Governance and Data
Stewardship
© 2013 Eaton. All rights reserved.
Technology
Drivers of Success
People
• Sponsorship
• Dedicated Team
• Established Roles and
Responsibilities
Processes
• Clear Strategy, Roadmap,
and Priorities
• Aligned Expectations
• Defined Methodology
• Data Quality
• Governance and Data
Stewardship
© 2013 Eaton. All rights reserved.
Technology
• Deploy Packaged Analytics
(OBIA) with Deliberate
Customizations
• Design for Performance
• Robust Database and
Platform Strategy enabling
high availability environment
Eaton Reporting Future State Vision
Types of Reporting
Scorecard
Historical
Analysis
ter D
ata M
anag
eme
nt
Reporting Solution Framework
Scorecards are used to track actual results to
targets for KPIs tied to overall business
performance, and help guide strategic decisions
with the help of historical analytics. Used
primarily by executives.
Historical Analysis uses data collected over
time to understand business performance
and make decisions to improve performance.
Typically used by managers and knowledge
workers.
Mas
Operational reports provide insight into drivers
affecting day-to-day health of business from real
time or near real time data.
Operational Reporting
Master Data Management harmonizes the
reference data (e.g. customers) across systems so
that summary information will provide information
across systems and functions
© 2013 Eaton. All rights reserved.
Eaton Reporting Future State Vision
Types of Reporting
Scorecard
Historical
Analysis
ter D
ata M
anag
eme
nt
Reporting Solution Framework
Scorecards are used to track actual results to
targets for KPIs tied to overall business
performance, and help guide strategic decisions
with the help of historical analytics. Used
primarily by executives.
Historical Analysis uses data collected over
time to understand business performance
and make decisions to improve performance.
Typically used by managers and knowledge
workers.
Mas
Operational reports provide insight into drivers
affecting day-to-day health of business from real
time or near real time data.
Operational Reporting
Master Data Management harmonizes the
reference data (e.g. customers) across systems so
that summary information will provide information
across systems and functions
© 2013 Eaton. All rights reserved.
Currently in
Production
Oracle BI Applications Suite
Complete, Prebuilt, Best Practice Analytics
SALES
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Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales Team
Effectiveness
LOYALTY
• Member
Demographics
• Membership Trends
• Promotion Cost
• Promotion
Effectiveness
• Points Analysis
MARKETING
• Campaign
Effectiveness
• Customer Insight
• Product Propensity
• Market Basket
Analysis
• Campaign ROI
PRICE
• Price Segments
• Price Waterfall
Analysis
• Deal Life Cycle
• Deal Desk Analysis
• Product Pricing
Performance
SERVICE &
CONTACT CENTER
• Service
Effectiveness
• Customer
Satisfaction
• Resolution Rates
• Service Rep
Efficiency
• Service Cost
• Service Trends
PROCUREMENT &
SPEND
FINANCIALS
• General Ledger
• Accounts
Receivable
• Accounts Payable
• Cash Flow
• Profitability
• Expense
Management
ENTERPRISE ASSET
MANAGEMENT
HUMAN
RESOURCES
• Maintenance History
• Maintenance
Costing
• Asset Genealogy
• Breakdown &
Preventative
• Quality
• Inventory
• Employee
Productivity
• Compensation
• Talent Management
• Recruiting Analysis
• Learning Analysis
• Workforce Profile
ORACLE BI SUITE ENTERPRISE EDITION PLUS
© 2013 Eaton. All rights reserved.
In Process or
Planned
• Direct & Indirect
Spend
• Buyer Productivity
• Contract Usage
• Supplier
Performance
• Purchase Cycle
Time
• Employee Expenses
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SUPPLY CHAIN &
ORDER MGMT
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Revenue & Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
MANUFACTURING
PROJECTS
Plan to Produce
Work Orders
Inventory and WIP
Quality
Resource Usage
Bill of Material
Costing
Kanban
• Project Funding and
Budget
• Product Cost
• Project Revenue
• Project Billing
• Project Profitability
OBIEE Implementation Roadmap
2012
2013
2014
2015
HR Analytics
Financial Analytics
CRM Analytics
Revenue and Margin
Customer Orders
Pricing
Procurement and Spend
MDM – Customer, Product, Supplier
OBI Platform Upgrade
© 2013 Eaton. All rights reserved.
Essbase, Scorecard,
Times 10
Phases
Project Methodology – How? Who? What?
Requirements
Analysis
Design
Develop
Test
Deploy
(4 weeks)
(4 weeks)
(8 weeks)
(3 weeks)
(1 week)
Business SME
Business SME
Business Analyst
Data Profiler
OBI Designer
Roles
ETL Designer
ETL Developer
RPD Developer
Report Developer
Testers
Deliverables
Trainer
• Requirements
• Use Cases
• Report Mockups
• Data Profiles
• Gaps
• Technical Design
• Data Profiles
• Customized:
• Test Plan
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Data
RPD
• Integration
• Performance
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Reports
• End User Test
© 2013 Eaton. All rights reserved.
•Prod Migration
•User Training
•Communication
HR Reporting Architecture
Enterprise
Portal
Native
EBS Reports
Operational
Reports
EBS
Dashboards
EDA / MDA / HRDA, OBIEE
Ad hoc “Standard
Reports
query
OBI
Informatica
HRMS &
ta
Reporting Security Da
HRMS
Database
Extract
Transform
Load
Learning Management, Talent
Management, Talent Acquisition…
© 2013 Eaton. All rights reserved.
Reports
Answers
Presentation
Server
BI Server
Exadata
Data
Warehouse
BI Publisher
Application
BI Publisher
Oracle
HRMS
Scheduler
Dashboards
Technical Governance Processes
Validate Load and
Query
Performance
Platform Stability
Performan
Release
Design/
ce
Managem
Code
Changes done on
Managem Check for best
a schedule
practices and
ent
Reviews
standards
ent
© 2013 Eaton. All rights reserved.
Avoid the Pain
People
Processes
© 2013 Eaton. All rights reserved.
Technology
Avoid the Pain
People
Processes
• Educate business
stakeholders
• Grow internal technical
and functional expertise
• Grow power users
• Data profilers and testers
are an important part of
the project team
© 2013 Eaton. All rights reserved.
Technology
Avoid the Pain
People
• Educate business
stakeholders
• Grow internal technical
and functional expertise
• Grow power users
• Data profilers and testers
are an important part of
the project team
Processes
• Have a clear strategy
• Don’t try to replicate legacy
reporting
• Have a clear methodology
• Use an iterative approach
to developing dashboards
• Data quality is key – profile,
test, test, test
• Establish a governance
process
© 2013 Eaton. All rights reserved.
Technology
Avoid the Pain
People
• Educate business
stakeholders
• Grow internal technical
and functional expertise
• Grow power users
• Data profilers and testers
are an important part of
the project team
Processes
• Have a clear strategy
• Don’t try to replicate legacy
reporting
• Have a clear methodology
• Use an iterative approach
to developing dashboards
• Data quality is key – profile,
test, test, test
• Establish a governance
process
© 2013 Eaton. All rights reserved.
Technology
• Minimize
customizations to RPD
• Design for
performance
• Use appropriate tools
to meet tool objectives
• Limit deployment of
Answers to Power
Users
© 2013 Eaton. All rights reserved.
www.eaton.com/powerofeaton
© 2013 Eaton. All rights reserved.