Digite eForm Custom Reporting Framework

ECR | Confidential 1Copyright 2011, Digité Inc.Digité Enterprise Confidential

eForm Custom Report

ECR | Confidential 2

Introduction

Digité’s eForm Reports Framework (ECR) offers the power and flexibility to create complex custom reports by configuration. With ECR, business users can easily configure reports on their own to meet their changing business needs.


ECR Advantages

• Does not require DB schema training, Application training is sufficient.

• Horizontal scalability with minimal load on the DB which leverages Digité project filters and item filters for data filtering and grouping.

• Project Managers can configure ECR reports at organization level, user level, program level, project level, and even levels below a project i.e. a Release, Work Package, and Iteration.

• Can be configured as part of process template configuration. Thus, different life-cycles can have different reports configured. Calculated Columns can be configured without any coding.


ECR Advantages …. continued

• Data security is built in so there can be no unauthorized access to data.

• Past reports can be base-lined and saved in the system and recalled as and when required.

• ECR supports capturing of report input parameters like Report Start Date/Report End Date, Editable Column to capture Comments, etc.

• ECR also supports trending based on data-points of past reports. Line, Bar, Pie, Stacked Bar charts, and even RAG indicators.

• Reports can be generated real-time, printed in RTF, PDF, and Excel formats thus removing dependency on a Nightly Scheduler.

• It does not require setup and maintenance of any OLAP DB and transfer of data from OLTP to OLAP via ETL.

• Literals are added and updated continually into the literals library for new features.


Representation of Digité ECR flow


Configuration Steps

Custom ECR tabs can be added to an existing or new eForm that can be then configured separately which works for both tree and tabbed view eForms.

1.Configure a new eForm if required at Org/PT/Project level.

2.Add ECR segments to the eForm.

3.Configure the ECR segment.

– Add one or more sections of available types (Generic/List of Items).

– Configure the section.

– Configure rows.

– Configure Columns.

– Specify Literals/formulas for calculated columns, RAG indicators.


ECR Configuration Window


Generating ECRs

Create a new instance of the ECR eForm.

Feed in all the mandatory parameters like Report Start Date, Report End Date, etc.

Generate all or some sections of the ECR report.

Provide values in editable column, if necessary

Save the report instance. The report instance will be visible in the eForm listing.

Delete the report instance, if not required.


Generating ECRs


Commonly used ECRs

Comprehensive project status reports (weekly/monthly/quarterly) with editing ability, workflow, base-lining, trending

Project/Release/Sprint level metrics with roll-up to program/org levels

Project/Resource loading, capacity vs. demand reports at various levels

Revenue forecasting at various levels

SLA compliance reports

Development of Estimation models

Vendor Performance Comparison reports

Endless Possibilities….


Sample ECRs


Sample ECRs ….continued


Sample ECRs- Print Output

Engineering Milestone StatusMilestones Percentage

CompletePlanned Start Planned Finish Actual Start

Conduct Project Kick-Off 100.00 06-Jun-2011 06-Jun-2011 06-Jun-2011

Approve Estimates 100.00 09-Jun-2011 09-Jun-2011 09-Jun-2011

Approve and sign off requirements 0.00 16-Jun-2011 16-Jun-2011

Approve and sign off design 0.00 20-Jun-2011 20-Jun-2011

Prepare Build 0.00 27-Jun-2011 27-Jun-2011

Test Sign Off 0.00 30-Jun-2011 30-Jun-2011

Payement Milestone StatusMilestones Percentage

CompletePlanned Start Planned Finish Actual Start

Estimate Payment Milestone 100.00 09-Jun-2011 09-Jun-2011 09-Jun-2011

Requirement Payment 0.00 16-Jun-2011 16-Jun-2011

Design Payment Milestone 0.00 20-Jun-2011 20-Jun-2011

Deliver Build 0.00 27-Jun-2011 27-Jun-2011

Microsoft Office Excel Worksheet

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Summary

ECR module supports important functions from Organization administration and reporting view points, within Digité enterprise.

Digité’s eForm Reports Framework (ECR) enables creation of powerful custom reports and their deployment.

Digité ECR report is a collection of different eForm Segments where the eForm Segment contains one or more ECR tables made up of rows and columns, which can be configured in different ways to achieve the desired output.

These modules assist Digité functional /implementation consultants, customer core team members and advanced business users who wish to configure ECR reports.

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Licensing

ECR is packaged as a separate license and is currently not part of Digité OOB offering.

For trying out the ECR capabilities or modeling any specific reporting requirements, please contact our sales team or [email protected]

For Licensing details, please contact Digité Sales team [email protected]

ECR | Confidential 16Copyright 2011, Digité Inc.Digité Enterprise Confidential

Thank YouPresenter- Vinay Jain

email ID: [email protected]

Digite eForm Custom Reporting Framework

Business

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