next generation reporting and analytics—first glimpse

24
ca Intellicenter Next Generation Reporting and Analytics—First Glimpse Bryan Reid ICT20S #CAWorld Time Warner Cable

Upload: ca-technologies

Post on 06-Jul-2015

387 views

Category:

Technology


2 download

DESCRIPTION

Reporting has always been paramount to the value proposition of a PPM solution. Time Warner Cable shares a “customer's view” on how CA is reinventing reporting within CA PPM and lessons we have learned. Specifically, we will focus on the impacts of Jaspersoft as it relates to both existing and new/prospective customers and what this means for our migration to 14.x. For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz

TRANSCRIPT

Page 1: Next Generation Reporting and Analytics—First Glimpse

ca Intellicenter

Next Generation Reporting and Analytics—First Glimpse

Bryan Reid

ICT20S #CAWorld

Time Warner Cable

Page 2: Next Generation Reporting and Analytics—First Glimpse

2

Abstract

Reporting has always been paramount to the value

proposition of a PPM solution. Join Time Warner Cable as

we share a “customer's view” on reporting changes

within CA PPM and lessons we have learned. Specifically,

we will focus on the impacts of Jaspersoft as it relates to

both existing and new/prospective customers and what

this means for our migration to 14.x.

Bryan Reid

Time Warner Cable

PMO

Page 3: Next Generation Reporting and Analytics—First Glimpse

3

Agenda

MOBILE APP – POLLING/VOTING – YOU ARE NOT ALONE!

TIME WARNER CABLE – OVERVIEW

Q&A

WHAT TO EXPECT …

LESSONS LEARNED

SUMMARY

1

2

3

4

5

6

Page 4: Next Generation Reporting and Analytics—First Glimpse

4

Mobile App

13.3

13.2

PROSPECTIVE CUSTOMER

13.1

12.X

OLDER THAN 12.X

Polling/Voting

1

2

3

4

5

6

What version of CA PPM do you currently have deployed in production?

Page 5: Next Generation Reporting and Analytics—First Glimpse

5

Mobile AppPolling/Voting

Who builds the majority of your CA PPM reports?

PMO

END USERS

WE ONLY USE OUT OF THE BOX (OOTB) REPORTS.

IT

CONSULTANTS

OTHER

1

2

3

4

5

6

Page 6: Next Generation Reporting and Analytics—First Glimpse

6

Mobile AppPolling/Voting

How many “custom” reports do you currently have deployed?

0

1 - 5

> 40

6 - 10

11 - 20

> 20

1

2

3

4

5

6

Page 7: Next Generation Reporting and Analytics—First Glimpse

7

Time Warner Cable – Company & CA PPM Overview

Time Warner Cable Company Facts:Operates in 29 statesOver 50,000 employees

Mission – Connect our customers to the world—simply, reliably and with superior service.

Formula for Success = People + Culture + Plan + Execution

Culture– We put customers first. – We are empowered and accountable. – We do the right thing.– We are passionate about winning.

TWC CA PPM Solution Implementation Facts: Four years and building

“On-demand”– Started on 12.0, currently on 13.2

¾ business units have at least some participation– ~ 1,400 ‘Active’ users– ~ Eight partitions used– ~ Seven PMOs (no ‘Enterprise’ PMO)– ~ 33 Active Reports

Our CA PPM solution and architecture has sustained large company reorganizations.

Three TWC PMO resources + CA Technologies– Support our CA PPM solution for all of TWC.

Page 8: Next Generation Reporting and Analytics—First Glimpse

8

What to Expect When You’re Expecting … 14.2 (Reporting)

Page 9: Next Generation Reporting and Analytics—First Glimpse

9

CA PPM – Jaspersoft Overview

Jaspersoft provides a simple and powerful experience.– Integrated: Access ad hoc reporting from within CA PPM. Custom

attributes and objects available for reporting.

– Self-service: No separate log ins, no steep learning curves. Users get the information they need, export it, email it, and consume it as they want

– Powerful: Jaspersoft is a reporting toolset used to develop sophisticated reports similar to Crystal Reports in BO.

Lightweight, easy to use, drag-and-drop, self-service ad hoc reporting capability

**Note – You can stay on Business Objects for a limited time. Refer to the Jaspersoft FAQ on the CA Support Site for more details.

Page 10: Next Generation Reporting and Analytics—First Glimpse

10

Reporting Architecture – “As Is” on 13.2

End Users input data into CA PPM (Ideas, Status Reports, Project Schedules, Risks, Issues, etc.).

CA PPM team writes a ‘Read Only’ SQL query against the production CA PPM Database using TOAD.

Once the query returns the correct result set, we embed the query into the Crystal Report.

Next we complete the report design in Crystal Reports and publish it to the BO Report Server.

Finally we create the report link in the CA PPM Report Library and map it to the corresponding report on the

BO Report Server.

Time Warner Cable CA Technologies

CA PPM database

BO Reporting Server

Business Intelligence

TWC Process

Page 11: Next Generation Reporting and Analytics—First Glimpse

11

Reporting Architecture – “To Be” on 14.2

End Users input data into CA PPM (Ideas, Status Reports, Project Schedules, Risks, Issues, etc.).

CA PPM team writes a ‘Read Only’ SQL query against the CA PPM Database/Data Warehouse.

Once the query returns the correct result set, we embed the query into the Jaspersoft Report.

Next we complete the report design in Jaspersoft and publish it to the Jaspersoft Report Server.

**Note – you will need to run the “Load the Data Warehouse job(s)” if you are writing your query against the Data Warehouse.

CA PPM database

Jaspersoft Reporting Server

TWC Process

**Data Warehouse

Time Warner Cable CA Technologies Business Intelligence

Page 12: Next Generation Reporting and Analytics—First Glimpse

12

Data Warehouse Setup

Customer-specific objects can be included in the data warehouse via Studio. Simply check the box for ‘Include in the Data Warehouse.’

The attributes of the object also need to be selected manually for inclusion into the data warehouse.

Customer Specific Objects

Page 13: Next Generation Reporting and Analytics—First Glimpse

13

The “End User Experience”

Page 14: Next Generation Reporting and Analytics—First Glimpse

The “End User Experience” – Power Point

• You can now export to PowerPoint and the formatting stays intact!

Page 15: Next Generation Reporting and Analytics—First Glimpse

15

The “End User Experience” – iPad Screenshot …

Page 16: Next Generation Reporting and Analytics—First Glimpse

16

The “End User Experience” – Scheduling

Page 17: Next Generation Reporting and Analytics—First Glimpse

17

The “End User Experience” – Output Options

Page 18: Next Generation Reporting and Analytics—First Glimpse

18

The “End User Experience” – Notifications

Page 19: Next Generation Reporting and Analytics—First Glimpse

19

Security Rights – Advanced Reporting

Page 20: Next Generation Reporting and Analytics—First Glimpse

20

Report Replication – 13.x vs. 14.2

Success!Able to achieve the goal of matching output and structure.

Crystal PDF 13.2 Jaspersoft PDF 14.2

Page 21: Next Generation Reporting and Analytics—First Glimpse

21

Report Replication – Lessons Learned

Data warehouse will require updates to existing queries (Tables, attribute names, new syntax for variables and parameters).

Sub reports are tricky – Incorrect sizing creates infinite loops with page creation.

Formatting fonts, text boxes dynamically requires use of ‘styles’ and editing code on source tab.

Text Markup (rts, style, html) requires Jasper specific syntax.

Sizing and object manipulation is easier than Crystal and works as expected.

New terminology with similar concepts

Queries can be ran and tested in the application.

Until we are comfortable with performance and output an alternative database tool will be used (TOAD).

Heed the warning of closing non-active projects and properly exiting Jasper Studio. Completed a force shutdown and corrupted a project.

If studio is running slow, consider installing the 64-bit version.

Page 22: Next Generation Reporting and Analytics—First Glimpse

22

SummaryA Few Words to Review

Results

The pros outweigh the cons for Time Warner Cable and justify the migration to 14.2.

Data Warehouse

Email Reports directly to end users.

Export Reports to PowerPoint.

HTML 5 provides a better mobile experience.

Page 23: Next Generation Reporting and Analytics—First Glimpse

23

For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

Insert appropriate screenshot and text overlayfrom following “More Info Graphics” slide here;

ensure it links to correct pageManagement Cloud

Page 24: Next Generation Reporting and Analytics—First Glimpse

24

For Informational Purposes Only

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty.

Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners

and Customers.

Terms of this Presentation