apac partner conference 2009 - bpm baq dashboard service connect

Presented by:THE STRATEGY OF WINNING

ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009

BPM | BAQ | Dashboard |Service Connect

Richard Chuah

Business Solutions Consultant

ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation

Agenda

• BAQ• Dashboard• BPM• Service Connect


Business Activity Query – (BAQ)

• BAQ Designer• Phrase Builder• Criteria Wizard• Calculated Field Wizard


Business Activity Query (BAQ)

• Provides the basis for ad-hoc and delivered queries

• Embedded capability throughout the application– Dashboards, BPM, searches,

Portal views, reports

• Intuitive for casual users– Wizard driven, tree views

• Powerful enough for IT– Free form queries

• Test before production– Analyze, check, run queries


Epicor Business Activity Query – Features

• System and ad-hoc queries• Easy to use wizards

– Define, analyze, and test your query– Drag and drop phrase builder– Tree-view displays child tables– Displays where the query is used

• Graphical display for table links• Temp tables, embedded calculations, and variables

– Available at runtime, callable from BPM

• Allow multiple instances of the same table• Use throughout the application

– Dashboards, searches, Portal views, reports, Information Worker


Business Activity Query Designer

• Epicor 9 re-design intended to:– Streamline creation and maintenance of BAQs– Make more intuitive for casual users– Robust implementation


BAQ


Business Activity Query Designer

• Phrase Builder• Criteria Wizard• Calculated Field Wizard• Re-Engineered BAQ Designer:

– Easier to use for non-IT staff– Much faster to create BAQs– Much easier to create calculated fields– More Robust


Dashboard

• Dashboard Assemblies


Dashboards

• Essential In-Application Views of Key Information – In context and real-time– Delivered out of the box

• Driven by the User– Completely personalized

• Specific to the Role– Only shows what you need

• Fully Interactive Drill-Around– Access all parts of the application

securely

• Offline Disconnected Support


Dashboards

• The Dashboard displays current database information that users need to more efficiently perform tasks.

• “Management by Exception” philosophy• Uses the BAQ as data source• Various views of the BAQ data

– Grid– Tracker– Chart– XSLT– Crystal Report

Epicor 9 Sales Training © 2008 Epicor Software Corporation.


Dashboards in Epicor 9

• Make use of Single Framework• Dashboard becomes design environment

•Test Dashboard as UI Application

•Deploy Dashboard Assembly with options

•Build UI Application source code

Epicor 9 Sales Training © 2008 Epicor Software Corporation.


Dashboard


Business Performance Management (BPM)

• Data Directives• Data Form Designer• Multiple Changed Row Support


Business Process Management (BPM)

• Outlook-style rules engine: Business process modeling at a business level• Monitors actions: email, Web services, tasks, audit trail, workflow• Holds and Events: Inserts pre, post or instead of base process


• Method directives– Intercept Web service methods

• Data directives– Directives on triggers

• Automatic assignment and routing of tasks• Seamless integration and workflow capabilities• Apply business logic to any aspect of the system

– Create business rules– Send alerts– Execute processes– Manage exceptions

Business Process Management – Features


BPM


Business Process Management – Benefits

• Respond quickly to business critical issues– Identify and improve processes

• Manage and automate complex business processes– Complete control before, during, or after the process occurs

• Build and execute workflow for unique business rules

• Maximize resources, minimize costs, and improve Profitability

• Assign responsibility for processing tasks– Provide to-do lists

• Full audit tracking of all interactions


Service Connect


• Integrate with External Systems– No development required– EDI processing

• Automate Business Processes– Task assignments– Logical routing– Human interaction

• Eliminate Non-value Processes– Lean principles throughout

• Message-based for SOA– XML messages and mapping – Complete audit history

Service Connect

Real-time, event-driven business document connectivity between distributed applications, operations, and enterprises


Common Process without Integration

Engineering

Customer

ERP Application

Send

to

PrintingHard Copy

Entering

Add New Part

Check Part Number

Exist in the system?

Create ECO & Revision

Check Assembly

No

New ECO & Revision?

YesYes

No, Select ECO & Rev

New Assembly?

Add New Assembly

Yes

Check Routing Check Bill of Material

New Routing? New

BOM?

No, Select Assembly

No, Select Assembly

Add New Operation & Resources

Add New BOM

Select Operation & Resources Select BOM

YesYes

No No


What-If ?!

Engineering

Customer

Send

to

PrintingHard Copy

Entering

ERP Application

CSV Files Format

Engineering

Customer

Send

to

1010101010101010101010101010

Drawing File

Export @ Convert

Folder

Save

Auto Pick Up by

Auto Update

ERP Application

ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation© 2007 Epicor Software Corporation.

What-If ?!

Add New Part

Check Part Number

Exist in the system?

Create ECO & Revision

Check Assembly

No

New ECO & Revision?

YesYes

No, Select ECO & Rev

New Assembly?

Add New Assembly

Yes

Check RoutingCheck Bill of Material

New Routing?

New BOM?

No, Select Assembly

No, Select Assembly

Add New Operation & Resources

Add New BOM

Select Operation & Resources

Select BOM

YesYes

No No

Pre-Define Workflow in Epicor Service ConnectWorkflow Engine


Epicor Service Connect


Q & A?


THANK YOU!ANY QUESTIONS


Transition Slide

apac partner conference 2009 - bpm baq dashboard service connect

Documents

apac partner conference

design environment epicor

query environment

portal views

data sourcevarious views

current database information

sales training

casual userswizard