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ERP Reporting Strategy

April 16, 2010

Agenda

  • Overall Strategy
  • What data will we store?
  • Where will we store data?
  • How will agencies access data?
  • Who is responsible for what?
    • Deloitte
    • CPA
    • Agencies
  • Next Steps

Overall Strategy

  • Serve as the single source of truth
  • CPA will provide both transactional and reporting databases
  • CPA will provide a reporting environment comparable to FM Query
  • CPA will provide multiple tools to access data
  • CPA will store all data for the period reflected in each agency's approved Records Retention Schedule

What data will we store?

  • CPA will store all data for the period reflected in each agency's approved Records Retention Schedule
  • CPA will strive to preserve data in its native format so that existing non-application queries/reports can continue to be used and not rebuilt
  • CPA will separate data into 2 categories:
    • Data to be loaded into PeopleSoft
    • Data to be loaded for reporting only; this data will not be updated again

Where will we store data?

  • Transactional data
    • PeopleSoft system and Oracle database
    • PeopleSoft reporting system and Oracle database
    • Some current data will go into these databases
      • HR – most all data
      • Financials – only beginning balances, open POs, requisitions, etc.
  • Reporting data
    • Historical data = data to be loaded for reporting only; this includes data currently on CPA systems too
    • At a to-be-determined frequency, CPA will load data from PeopleSoft system and Oracle database into data warehouse

How will agencies access data?

  • CPA will provide a reporting environment comparable to FM Query
  • Agencies will use either:
    • PeopleSoft provided reports
    • Crystal reports
    • Business Objects reports
  • A limited number of agency users will be provided super user capabilities that will allow ad hoc reporting using BOBJ tools

Who is responsible for what?

  • Deloitte
    • Define reporting requirements
    • Will create 35 reports
    • Analyze the 800+ reports
  • CPA
    • Assist Deloitte
    • Work with agencies to standardize and prioritize reports
    • Develop reports
  • Agencies
    • Assist CPA and Deloitte
    • Test reports and verify data is correct and accurate
    • Create reports within established parameters (TBD)

Next Steps

  • Satish – finalize plan for historical data with agencies
  • Kristoph/Ruth – finalize CPA technical strategy for storing historical data
  • Ivan – analyze SQRs to determine where they will fit best in solution
  • Agencies – provide Records Retention Schedule for all ERP records
  • Agencies – provide data metrics
    • How much?
    • What format? Etc.
  • Victor – weekly project status meetings with CPA