boardwalk collaboration platform (bcp) enterprise report manager (erm) for
TRANSCRIPT
Boardwalk Collaboration Platform (BCP)Enterprise Report Manager (ERM)
for
2Confidential Boardwalktech 20082008
The Reporting Challenge
Running a report from Salesforce.com overwrites current data
There is no change management
There is no change history
Building and distributing summary reports is time consuming
There is no access control on who can/can’t see specific reports
You cannot synchronize reporting data from multiple systems
3Confidential Boardwalktech 20082008
The BCP-ERM Reporting Solution
Provides a persistent reporting data environment that delivers:
Complete change management
On-demand access to change history at cell, row and sheet levels
Excel user interface for all reports
Extra columns for desktop to desktop collaboration
Create executive dashboards and reports with versioned data
Complete access control - you can specify who sees what report(s)
Synchronize reporting data from multiple systems
4Confidential Boardwalktech 20082008
Overview of capabilities and Demo
The BCP-ERM Reporting Solution
DesktopCollaboration
Access ControlReporting
ConsolidatedSales Reports
BCPERMSalesforce
Integration
Integration with multiple systems
ExecutiveDashboards
1. Admin user manages process. Merges
changes from SFDC
1. Admin user manages process. Merges
changes from SFDC
2. Sales VP reviews changes and adds
comments for others
2. Sales VP reviews changes and adds
comments for others3. Finance users sees
all opportunities which reach a certain stage
3. Finance users sees all opportunities which reach a certain stage
4. Executives see high level consolidated data
including pivots
4. Executives see high level consolidated data
including pivots
5Confidential Boardwalktech 20082008
Creating BCP managed reports
BCP can work with existing SFDC report
definitions
BCP can work with existing SFDC report
definitions
6Confidential Boardwalktech 20082008
Setting up BCP Enterprise Report Manager
1. BCP uses report columns as defined in Salesforce.com
2. Opportunity ID (or another unique field) is used to drive the sync with BCP
1. BCP uses report columns as defined in Salesforce.com
2. Opportunity ID (or another unique field) is used to drive the sync with BCP
7Confidential Boardwalktech 20082008
BCP Report Template Overview
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
Excel-only comment column is not lost when refreshed. Columns can be read-only or not even shown to some
users through BCP access controlOne report can support multiple users since BCP’s
access control manages who sees what data
One report can support multiple users since BCP’s
access control manages who sees what data
Find out at a glance the last time data was
refreshed
Find out at a glance the last time data was
refreshed
Change reports show cell, row, and updates
to report over any time period
Change reports show cell, row, and updates
to report over any time period
Simple to use, one-click interface just like
receiving Email
Simple to use, one-click interface just like
receiving Email
BCP can even have data columns from other backend systems (like
ship dates, backlog/actuals)
BCP can even have data columns from other backend systems (like
ship dates, backlog/actuals)
8Confidential Boardwalktech 20082008
“Refresh” to see changes
All updated cells will have a change comment
showing the value/formula change
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..
Pivot reports and other related worksheets work with BCP
managed data, too..
Only the rows that have been changed, added, or deleted are affected. All
other data is not overwritten
Only the rows that have been changed, added, or deleted are affected. All
other data is not overwritten
Change reports let you see past changes in addition to viewing the most current
data changes
Change reports let you see past changes in addition to viewing the most current
data changes
9Confidential Boardwalktech 20082008
You can see who made changes and when…
Users can have different access
control privileges for different reports
Users can have different access
control privileges for different reports
BCP will tell you how many changes* have been made since the
last time you refreshed your report
BCP will tell you how many changes* have been made since the
last time you refreshed your report
Missing Updates will tell you what was updated
(new/deleted rows, formula changes) and when
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
* The number of changes captured will depend on integration configuration
10Confidential Boardwalktech 20082008
And BCP provides change analytics at the cell, row..
You can look at any cell and see how it’s changed over
any time period..
You can look at any cell and see how it’s changed 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
..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
Change reports show cell, row, and entire report
updates over any time period
Change reports show cell, row, and entire report
updates over any time period
11Confidential Boardwalktech 20082008
..and table levels…
All updates pulled from SFDC (and those done within BCP) are
captured on a net change basis and available for analysis on-
demand. The reports are access controlled, too, so users only see the data changes that affect them
All updates pulled from SFDC (and those done within BCP) are
captured on a net change basis and available for analysis on-
demand. 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
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
12Confidential Boardwalktech 20082008
Even pivot reports are automatically updated by BCP..
..pivot reports and other related worksheets are automatically updated
..pivot reports and other related worksheets are automatically updated
13Confidential Boardwalktech 20082008
MRP
Other Usage Scenarios: BCP S&OP for Salesforce
SFDC CRM Opportunity definition Tasks Notes Reminders Process control Reports Account/contact mgnt Product lists Contracts Opportunity forecasts
ERP
Usage Scenarios BCP Enterprise Report Manager
Versioned reporting and entitlement management Combine SF.com data with other backend data in BCP
BCP Enterprise Collaborative S&OP Exchange data with SF.com and other backend systems Work off-line, update multiple records at a time Units & price forecasting Multiple products/price books Discounting approval Backend shipped/backlog info Commissions , quota status, private data Forecasts for multiple partners Sales dashboard
14Confidential Boardwalktech 20082008
BCP Enterprise Report Manager (ERM) for Salesforce.com
Easily publish existing reports from SFDC to BCP ERM
BCP ERM merges and tracks changes
Pivots and charts dynamically refresh on update
Create distribution environment w/ BCP ERM access control
On-demand access to change history at cell, row and entire report levels for advanced analytics
Create “live” executive dashboards with versioned data
Summary