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BI Backend Overview

Wednesday February 7, 2007

Contents
1. 2. 3. 4. 5. 6. Functional & Technical Specification Status Development Status RTrak BI Data Model RTrak DataTargets for Development Security Subscription

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Specification & Development Status


Spec Status: 6 of 7 - Functional Specs complete 5 of 7 - Technical Specs complete Development Status: 3 of 7 - Development complete 3 of 7 - Development in progress 1 of 7 - Development not yet started

Copyright 2006 Deloitte Development LLC. All rights reserved.

Functional & Technical Specification Status


1. Global Employee
Functional Spec complete Technical Spec complete

6. Client Team
Functional Spec in progress Technical Spec not started

2. FALO (Function, Area, Line, Offering)


Functional Spec complete Technical Spec complete

7. SmartNet
Functional Spec complete Technical Spec complete

3. Opportunity Header
Functional Spec complete Technical Spec complete

4. Opportunity Item
Functional Spec complete Technical Spec complete

5. Sales Team
Functional Spec complete Technical Spec in progress
Copyright 2006 Deloitte Development LLC. All rights reserved.

Development Status
Global Employee Development Complete Ready for Testing (require test data from functional team) FALO Development Complete Ready for Testing Opportunity Header Development Complete Opportunity Item Development in Progress Sales Team Development in Progress Client Team Development not yet started SmartNet Development in Progress
Copyright 2006 Deloitte Development LLC. All rights reserved.

RTrak Data Model


RTRAK BW Data Model

Multiprovider Opportunities & Account Plans Snapshot 5 CRM002


Opportunity Snapshot Multiprovider

Multiprovider Basic Cube

Basic Cube

4
Opportunity CRM001

4
Smartnet Snapshot Cube Loaded each period end

Opportunity Snapshot cube, loaded each period end CRM003

Sales Team InfoSet CRISTM02

Basic Cube Basic Cube Opportunity Header Master Data Table

2 1
Opportunities CRC001 DSO Client team CRM DSO CRM Opportunity Item CRMDOPPI DSO Client team R/3
For Named user security/reporting
Sales Team DSO ( without double counting)

Global Smartnet Opportunities CRCSN04 DSO Smartnet Opportunity Items CRDSNI01

3
Opportunity Sales Team DSO

Smartnet Sales Team

Global Smartnet Flat File (External)


CRM BW Data Process Flow

SAP CRM

SAP R/3

Jan 2007 Ver 1.0

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Opportunities - Items

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Sales Team & Opportunity Header

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Sales Team & Opportunity Header

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Core Client Team

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SmartNet

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SmartNet

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PEMPLOYEE
RTRAK BW Data Model

PEmployee

PEMPLOYEE

Enhancement of additional data from CRM source

SAP CRM

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Global Employee

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SnapShots

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FALO Function, Area, Line, Offering

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Security
Leadership Named User Leadership Delegation Named User Delegation

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Security - Leadership
Summary: The Leadership table in CRM will pass the BW system a security string to be loaded into a DSO. A user exit variable will be used to retrieve security string values based on user id. Reports will be built based on the Opportunities Item cube, and the security string values from the DSO for the selected user id.

Creation of a Security String using the following Leadership designations:


Function ZF Service Area ZA Service Line ZL Service Offering ZO Parent Region ZR Parent Office ZC Parent Industry ZI Parent Sector ZS Example: *ZF002*ZR002*
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Security - Leadership
Filter report based on leadership designations in security string

Retrieve Security String values based on user id

Security Values

Opportunity Line Items

Security String
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Security Named User


Summary: A user exit variable accesses either the Sales Team or Client Team ODS to retrieve the Employee ID number and the corresponding Opportunities.

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Additional Areas BI Team is working on:


Subscription Security Delegation

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