Custom Dashboard Reports

Current ProcessSuccessFactors Professional Services

v 3.0

Custom Dashboard Report Delivery Model

• Report Services Process• Report Services Timeline• Custom Dashboard Pricing Matrix• Custom Dashboard Functionality• Appendix: Additional Requirements Information• Appendix: Custom Dashboard Scoping Questions• Appendix: Objective Dashboard Examples• Appendix: Performance Dashboard Examples• Appendix: Competency Dashboard Examples• Appendix: Compensation Dashboard Examples

Report Services Process

INITIATE

•PS Solutions Team & PR consultant meet with the customer to review report mockup•PR consultant performs data availability and solutions assessment with dev team•SOW & Scheduled A created and submitted to customer by sales

DOCUMENT

•Report Specs documented•Project Plan created•Dev resources planned & allocated

DEVELOP

•Build out report templates per requirements specification

TEST

•Test report against a set of technical criteria as well as specific functional criteria •Testing is performed by SF & also required by customer

ACCEPT

•Customer approves reports & formally signs off on report

MAINTAI

N

•Customer contacts the CS team to request changes to existing report that are covered under subscription fee•CS Team creates JIRA ticket•Reporting team works on changes

Report Services Timeline

INITIATE/SCOPE

DOCUMENT

DEVELOP

TEST

ACCEPT

5-7 days

4 weeks

MAINTAIN

1 week

Custom Dashboard Pricing Matrix

Complex Medium Simple Maintenance

Requirements• Up to 3 modules (data sets)• > 4 widgets• > 5 languages• > 3 drilldown tables with advanced logic• Export to XLS/CSV•Advanced custom tooltips (detailed mouse over text)•Advance calculations/logic•Custom filters

• 1-2 modules (data sets)• 3-4 widgets •2-5 languages• 1-2 drilldown tables/charts• 2-3 iterations• Export to XLS/CSV•Custom tooltips (basic mouse over text)•Advance calculations/logic•Custom filters

• 1 module (data set)• 1-2 widgets• 1 Language•No drilldown in the tables/charts •No export to XLS/CSV•Simple calculations & logic (e.g.: sum, counts, averages)•No custom filters

• Change titles/texts• Rearranging position of charts/widgets• Disable/enable charts/widgets• Change colors and fonts• Adding languages to the dictionary

Price Range16-40hrs (dev)

6K-16K16-24 hrs (dev)

6K-10K8-10 hrs (dev)

3K-5KSubscription Fee

2K*

Timeline 4 wks 3-4 wks 2-3 wks 1 wk

*2K per report, 5K max

Custom Dashboard Functionality

Dependencies Capabilities Limitations

Images/logos/graphics need to be on the internal customer FTP folder

Most browsers are supported No PDF or PPT outputs

Customer will provide language translations where needed

Multi-languages are supported IE 6.0 or lower browser versions may not be supported

Ad Hoc needs to be turned on Drill down functionality for charts/widgets

Dashboard 2.0 needs to be turned on

Custom/advanced calculations & logic

Access to the customer’s environment

Can only export to XLS and CSV

Test users need to be set up Custom report filters are supportedAdvanced custom tooltips are supportedMultiple types of charts (pie, line, bar, stacked-bar, area, scatter).

Appendix: Additional Requirements

Translations are not included in price, but the logic to handle multiple languages in the same dashboard are supported with the ability to load languages into dashboards

Complexity depends on the # of customized calculations/logic, the number of cross dataset joins, and the complexity of getting the data pulled from adhoc. For example, a 1 chart solution can be very complex, but a 5 chart can be simple. Reference the Pricing Matrix for guidance on the requirements.

Appendix: Custom Dashboard Scoping Questions

How many datasets are needed?

How many languages are required in the Dashboards?

How many currencies if any are needed? Do we need conversions?

What kind of visual charts and tables are required? (e.g.: Pie, Bar, Column, Stacked bar/column, line, area, tables, scatter)

Will any of charts/widgets have drilldown or export functionalities?

Will the dashboards require custom report filters?

Separate dashboards or solutions may be required for different types of users (c-level, line managers, employees). Who is the audience of the reports and how will the reports be shared?

Appendix: Objective Dashboard Examples

Appendix: Performance Dashboard Examples

Appendix: Competency Dashboard Examples

Appendix: Compensation Dashboard Examples