boardwalk collaboration platform (bcp) enterprise report manager (erm) for

Boardwalk Collaboration Platform (BCP)Enterprise Report Manager (ERM)

for

http://www.salesforce.com/



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


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


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


Creating BCP managed reports

BCP can work with existing SFDC report

definitions

BCP can work with existing SFDC report

definitions


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


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)


“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


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


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


..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


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


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


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

boardwalk collaboration platform (bcp) enterprise report manager (erm) for

Documents

bcp slide

bcp managed reports

bcp managed data

different reports bcp

bcp access control

email bcp

data columns

confidential boardwalktech