APAC Partner Conference 2009 - BPM BAQ Dashboard Service Connect
-
Upload
carlos-condor-a -
Category
Documents
-
view
19 -
download
0
Transcript of 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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Business Activity Query – (BAQ)
• BAQ Designer• Phrase Builder• Criteria Wizard• Calculated Field Wizard
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Business Activity Query Designer
• Epicor 9 re-design intended to:– Streamline creation and maintenance of BAQs– Make more intuitive for casual users– Robust implementation
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
BAQ
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Dashboard
• Dashboard Assemblies
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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.
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 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.
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Dashboard
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Business Performance Management (BPM)
• Data Directives• Data Form Designer• Multiple Changed Row Support
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
• 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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
BPM
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Service Connect
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
• 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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
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
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation© 2007 Epicor Software Corporation.
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Epicor Service Connect
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Q & A?
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
THANK YOU!ANY QUESTIONS
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Transition Slide
ASIA PACIFIC CHANNEL PARTNER CONFERENCE 2009 © 2009 Epicor Software Corporation
Transition Slide