HR2010 Agarwal Lessonsfor

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Lessons for Leveraging Business Intelligence

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gFunctionality to Augment Your HR Reporting StrategyMr. Rishi AgarwalIBM

What We’ll Cover …

• Overview of HR Reporting with SAP NetWeaver BW• When should you use SAP NetWeaver BW for HR reporting?• Five key criteria to successfully deploy SAP NetWeaver BW for

HR• HR Business Content — a stepping stone for your SAP NetWeaver

BW for HR implementation• Learn how SAP customers have used SAP NetWeaver BW for HR• Insights into some new features of SAP NetWeaver BW• Lessons learned on recent implementations• Wrap-up

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Common HR Questions

• Now that we have HR, how do we get access to relevant information?

• How can we create confidence in the data among the users?• Can I do this?

How do we reduce the large number of reports to something more manageable?

• Who should do this? How do we help users get the information they need without everyone being a super user?

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Common HR Questions (cont.)

• How should I do this? We need all of our historical source data

Is this OK, and how do we do that?• How should I present this?

I need information accessible in the fieldWill Web reports give me what I want?Will Web reports give me what I want?

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HR Reporting Tools

Optimized for key figure reporting and multi-dimensional views

Analytical and operational reporting:SAP NetWeaver® BW

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Operational reporting:Ad Hoc Query (InfoSet Query in HR)

Optimized for master data and line item reportingOperational reporting:Standard SAP ERP reports and HR Information System

Optimized for master data and line item reporting

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HR Reporting with SAP NetWeaver BW — Overview

• SAP NetWeaver® Business Warehouse (SAP NetWeaver BW) is:A packaged business intelligence product built on top of a data warehouse One of the core components of SAP NetWeaverA standalone SAP NetWeaver Application Server (Basis) system with its own release cycleOptimized for (but not limited to) use with SAP ERP

It can extract data from other SAP systems, custom or third-party applications, the Internet, and more!

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HR Reporting with SAP NetWeaver BW — Overview (cont.)

• SAP NetWeaver BW goes beyond what HR can provideData integration from various sources (SAP, PeopleSoft)Flexible end-user reporting tools

Query design tools, slice-and-dice capabilitiesGreatly reduces the need for custom report development

PerformancePerformanceOptimized as a querying and reporting toolData is stored in an aggregated form

Offers out-of-the-box reporting assets (HR Business Content)Fully integrated with SAP NetWeaver Portal Historical reporting

Can be used as a repository for data from legacy systems

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SAP NetWeaver BW for HR — Common Pitfalls

• SAP NetWeaver BW becomes a “data dumping” tool — it is implemented without detailed and specific requirements

SAP NetWeaver BW is used to convert all historical data from HR legacy systems without specific requirements

• Lack of use (SAP NetWeaver BW becomes shelfware)• Using SAP NetWeaver BW primarily for operational and

transactional reporting HR users do not view SAP NetWeaver BW as a source for HR decision making

• Not leveraging HR Business ContentResulting in heavy customization

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Tactical/OperationalDetail data that show results of current operations (e.g., employee lists)Information usually required frequently (e.g., daily)Raw data that may be used as a

AnalyticalInformation analysis over time in comparison to a goal, measurement, or benchmark with decision making capabilityInformation normally in summary f t d b i d b

Tactical/Operational vs. Analytical Reporting

Raw data that may be used as a basis for summary analysis and/or to compile metricsData usually in real time coming from the HR transactional system

format and may be accompanied by charts and graphsData may not be real timeSource for the data maybe from multiple systems

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Transactional vs. Analytical Reporting Decision Tree

Determine reporting requirements

Search source system to map requirement

YesDoes it exist in source system?

Use source system report

Get details and determine type of report

Yes

No

Continuedon next slide

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Gather details and determine the report’s type

Is the need Transactional?

Is the need Analytical?

(e.g., summarized

Transactional vs. Analytical Reporting Decision Tree (cont.)

Review SAP NetWeaver BW Business Content or

Create a custom report in SAP NetWeaver BW

(e.g., real time)

Develop in the source system

(e.g., summarizeddata)

Consider BW

HR system

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Five Criteria for HR Reporting Success with SAP NetWeaver BW

Five critical

Reporting strategy

Technology

Five critical BW process

streamsFunctionality

Requirements analysis

Usability

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Criterion #1 — Reporting Strategy

• Key questions to ask in defining a reporting strategy

Reporting strategy

- Is SAP NetWeaver BW part of your reporting solution set?

- Does it support decisions at all

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gy Does it support decisions at all levels of users?

- Does it support the required reports?

The Goal of an SAP NetWeaver BW Reporting Strategy

• An SAP NetWeaver BW reporting strategy should aim to answer the following questions:

How do you support decisions at all user levels?Which toolsets are needed to deliver the required reports?How do you prepare the organization for the information that will be available?Should we integrate or replace our third-party data warehousing tools?

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Criterion #2 — Usability

• Is the business ready to use a tool like SAP NetWeaver BW for HR?

- Is there adequate training on SAP NetWeaver BW provided to end

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Usability users?- How will the reports be

disseminated?

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Why Involve Business Resources Early in the Project?

• To collect inventory of the existing reports• To analyze the underlying requirements• To map the requirement to respective SAP NetWeaver BW

reporting tools (collaborating with IT resources)• To assist with data modeling (along with SAP NetWeaver BW

experts)• To assist with functional testing

To ensure data elements, layout, and format are as requested• To participate in focus groups• To help train end users

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- Are the requirements clearly defined and documented?

Criterion #3 — Requirements Analysis

• Requirements analysis defines a successful SAP NetWeaver BW implementation

Requirements analysis

defined and documented?- Do the requirements support the

evolving business needs?- Are the reports classified into

analytical vs. operational?

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Sample Approach for Requirements Analysis

Identify businessowner/audience

Collect layout

Standard SAP ERP reports

InfoSet/ad hoc Step 1

Step 2 – Analyze requirements Step 3 – Map to a reporting tool

Create an inventoryof all legacy reports

and data elements

Merge common data elements and reports

Identify gaps in data elements

and map to reporting tool

S /report

Business Warehouse

Custom reports

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- Do your tools support your

Criterion #4 — Functionality

• What is your reason for using SAP NetWeaver BW for HR?

Functionalitybusiness requirements?

- Is the right Business Content available to accomplish your requirements?

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- Is your data model in line with your business requirements?

Criterion #5 — Technology

• Key technology considerations

Technology

business requirements? - Are your technical specifications

defined and documented?- Does your infrastructure support

your portal (if you have one)?

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SAP NetWeaver BW for HR Technical Design

• Create documentation standards early in the project• Define naming conventions

Start with ZHR for custom InfoObjects and YHR for custom queries, for example

• Break it up into manageable chunksBy area — back end, query, front endy q yBy major requirement category

• Guiding design principlesProduction support — sustainabilityQuery performanceFront-end performanceProject scope and timelines

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A Common Pitfall

• Customers start with customization to meet every requirement

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HR Business Content — Overview

• Predefined and ready-to-use queries, reports, InfoCubes, etc.• Standard HR queries and reports

Example: Headcount by Quarter and Benefits Costs to Employer

• HR InfoCubes (central data repositories)Available for Personnel Management, Personnel Development, Recruitment, Benefits Administration, Personnel Time Management, and Payroll

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HR Business Content — Overview (cont.)

• BI Content includes:

• Extractor programs for SAP systems

• DataSources• Process chains

• Variables• Data mining models• Queries• Workbooks

• InfoObjects• InfoSources• InfoProviders (InfoCubes and

DataStore objects)

o boo s• SAP Crystal Reports• Web templates• Roles

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How to Access HR Business Content

• Visit help.sap.com SAP NetWeaver BI Content [Select applicable release, language] Human Resources

This can be used if you don’t have SAP NetWeaver BW installed

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Business Content by Application Area (Version 3.1C)

Application Component InfoCubes Queries Web

Templates Roles

Personnel Administration 2 30 13 4

Pension Fund 2 2 X 1

Recruitment 1 17 X 2

Org Management 1 13 X 2g g 1 13 X 2

Personnel Development 2 11 X 2

Compensation Management 4 21 X 2

Personnel Cost Planning 1 2 X 1

Personnel Cost Planning and Simulation 3 11 X 1

Benefits1 4 X 2

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Application Component InfoCubes Queries Web

Templates Roles

Training and Event Management 3 17 X 2

Travel Management 2 10 X 1

Cross-Application Time Sheet (CATS) 4 4 X X

Business Content by Application Area (Version 3.1C) (cont.)

Sheet (CATS)Personnel Time

Management 1 14 4 3

Payroll 5 17 4 3

Objective Setting and Appraisals X 9 X 1

Strategic HR 1 18 X X

SAP Learning Solution LSO 200 2 18 X 2

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Do I Need HR to Use SAP NetWeaver BW?

• NoThe only prerequisite for SAP NetWeaver BW is that you need one or more source systems from which to extract HR data

• If you have implemented HRYou can use standard extractors to pull data from HR

The standard extractors need to be customized if your yimplementation has custom fields and/or custom infotypes

• If you have not implemented HRYou can use Create New Extractors to extract data from non-SAP ERP systems

But this requires significant customization

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Why Use SAP NetWeaver BW HR Business Content?

• ScenarioNeed SAP NetWeaver BW functionality, but limited knowledge and resources are available to create SAP NetWeaver BW reportsCost is a factor (i.e., cost to develop and customize)

• Key Decision PointsWill standard delivered reporting be of value to users and/or process owners?Will costs be incurred in the future to meet the gaps?Will more than the required information be available to users and/or process owners?

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Why Use SAP NetWeaver BW HR Business Content? (cont.)

• ConsiderationA prototype using delivered Business Content could be a good starting point

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Three Options for Using SAP NetWeaver BW

1. Create reports using SAP NetWeaver BW as one of the reporting toolsets

Along with the core HR reporting tools, for example2. Use SAP NetWeaver BW HR Business Content for all reporting

requirements3. Use SAP NetWeaver BW as the complete reporting solution

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Option #1 — Create Your HR Reports in SAP NetWeaver BW

• ScenarioDetailed reporting requirements gatheredHR is the source for all transactional reportingSAP NetWeaver BW used for summarized/aggregate and non-real-time data

• Key decision pointsy pIs existing reporting still required by users and/or process owners?Has the source of the data changed?

SAP may become the system of record• Consideration

Must avoid “data dumping” into SAP NetWeaver BW

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Option #2 — Use HR Business Content for SAP NetWeaver BW Reports• Scenario

Need SAP NetWeaver BW functionality, but limited knowledge and resources are available to create SAP NetWeaver BW reportsCost is a factor (i.e., cost to develop and customize)

• Key decision pointsWill standard delivered reporting be of value to users and/or process owners?Budget available in the future to meet the gaps?Get the business used to SAP NetWeaver BW functionality

• ConsiderationA prototype using delivered Business Content could be a good starting point

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Option #3 — Use SAP NetWeaver BW as a Complete Reporting Solution• Scenario

SAP NetWeaver BW is the chosen reporting solution for all reporting needs

• Key decision pointsAre the right resources staffed on the project?Is there time to gather detailed requirements?g q

• ConsiderationsDefine and document detailed requirements Distinguish between “operational” and “analytical” reporting needsEnsure data model is not a moving target

Try to separate the SAP ERP and SAP NetWeaver BW implementations

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Conduct a requirements analysis and identify gaps

See which requirements can be met with

HR Business Content

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2.

Example Implementation Approach

Build your data model

Build cubes and load data

3.

4.

Create queries and disseminate

5.

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Conduct requirements analysis and identify gaps


HR Business Content

1.

2.

Example Implementation Approach (cont.)



3.

4.


5.

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Requirements Analysis Template

Legacy report Employee demographics by race, gender

Business owner HR/John Smith

• Determine whether SAP NetWeaver BW maps to a reporting requirement

• Example of a template used for data gathering and analysis:

Required (Y/N), frequency Y, monthly

Type of report (operational vs. analytical)

Analytical

List of data elements Headcount, race, gender

Gaps N/A

Formulas/calculations Total minorities

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Conduct requirements analysis and identify gapsSee which requirements

can be met with HR Business Content

1.

2.




3.

4.


5.

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Analyze HR Business Content

• Finalize your HR business requirementsIdentify data elements that require slicing and dicingCollect report formats

• Look for a “match” within SAP NetWeaver BW Business ContentUse the metadata repository

BI Administrator workbench Metadata repositoryExample: Report requirement = Headcount by Quarter

Search for the data elements you need in the “Headcount and Personnel actions InfoCube” in metadata repositorySearch for queries delivered for this cube

• Identify gaps with the delivered data elements• Build your data model

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HR Business Content

1.

2.




3.

4.


5.

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Key Decisions When Building Your Data Model

• How often do you want to look at the data? Monthly, daily, or quarterly?

• What level of analysis do you require?Summarized or detailed?

• How many years of data do you need to house?How much history?How much history?

• How quickly must the data be able to be retrieved?Type of report? Required performance?

• How often is the data going to change?For example, organizational hierarchy — predictable change vs. marital status — unpredictable change?

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Sample Data Model — Staffing Assignment

Staffing Assignments (ZPAOS_C01)

Unoccupied Positions FTE Positions as FTE Number of Occupied PositionsOccupied Positions FTE Number of Positions Number of Occupied Vacant PositionsOccupied Vacant Positions as FTE Span of Control of a Position Number of Vacant Unoccupied PositionsVacant Unoccupied Positions FTE Number of Unoccupied Positions Number of Vacant PositionsNumber of Filled Vacant Positions Days Position Vacant Days to Fill Vacant Position

Time :Calendar Year/MonthCalendar MonthQuarterCalendar Year/QuarterCalendar Year

Employee:EmployeePerson Personnel Area:

Personnel AreaPersonnel Subarea

Personal Data:Age in YearsCountry KeyCounty Code~ Country Key~RegionGenderNationalityLanguagePostal Code

Payment:Country GroupingEmployee Subgrp Grouping for CPayroll AreaPay Scale Area~ Country GroupingPay Scale Group~ Country Grouping~ Pay Scale Type~ Pay Scale Area~Employee Subgrp Grouping for CPay Scale Level~ Country Grouping~ Pay Scale Type~ Pay Scale Area~Employee Subgrp Grouping for C~ Payscale GroupPayscale Type~ Country GroupingPay Grade Area

Your solution may use anywhere from 20%-100% of Business Content

Region~ Country Key

Cost Center:Controlling Area of Master CosMaster Cost CenterControlling Area of MasterCos

Organizational Assignment:PositionJobOrganizational UnitPosition is a Chief PositionIndicator: Position is TemporaryIndicator for Vacancy of a Position

TerritoryHQ CityHQ State

Employment:Company CodeEmployee GroupEmployee SubgroupEmployment StatusCapacity Utilization Level inLength of Service (In Years)FLSA CategoryFT- PT EmployeeSalary/Hourly

~ Country GroupingPay Grade~ Country Grouping~ Pay Grade Type~ Pay Grade AreaPay Grade Level~ Country Grouping~ Pay Grade Type~ Pay Grade Area~Pay GradePay Grade Type~ Country Grouping

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Key Considerations for HR Master Data

• HR master data is time-dependentFor the most part, individual records do not overlap and do not have gapsThis is a consideration when loading master data

• “Point-in-time” analysis is a key requirement for HRThis is a key consideration for historical conversions from ylegacy systems

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Different Considerations for the Various HR Sub-Modules

• General considerationsSAP ERP configuration is in placeRequired integration switches must be on

• Operational and performance considerationsPersonnel Administration (PA) transaction data sources do not support a delta updatepp pA full update is required

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HR Business Content

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2.




3.

4.


5.

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Examples of HR InfoCubes

• InfoCubes are central data repositories

Headcount and PA

Staffing Assignments

EE-Specific Payroll Data

Time and Labor

Training and EventsBenefits

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Headcount and PA

1. Headcount reports2. Demographic reports3. Employee activity over time4. Equal Employment Opportunity (EEO) compliance

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HR Reporting Satisfied with These Cubes

• Type of HR reporting supported by the InfoCubes

reports5. Statutory reports

EE-Specific Payroll Data

1. Wage type reporting2. Worker’s compensation

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Training and Events

1. Core training summary2. Core training detail3. Attended vs. scheduled training by

organization and employee

HR Reporting Satisfied with These Cubes (cont.)

• Type of HR reporting supported by the InfoCubes (cont.)

Staffing Assignments

1. Complement reporting2. Position overview

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Loading Data into SAP NetWeaver BW

• Nightly load using standard or enhanced extractors

SAP NetWeaver

BWHR

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Source Systems

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Lessons Learned — Data Loading

• Create process chains to sequence your loadsProcess chains are a sequence of processes that are scheduled in the background to wait for a particular eventSome of these processes trigger an additional event, which in turn can start other processes

Load the organizational structure before you start the load for the Headcount InfoCube

• If HR is used globally, select an appropriate time to do the load A good time might be 7 pm EST for global implementations

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HR Business Content

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2.




3.

4.


5.

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Recommended Approach for Creating SAP NetWeaver BW Reports• Build Power Queries (templates containing all of the data

elements) from an InfoCube or multiple InfoCubes• Execute different snapshots based on this Power Query• Attach Query views to roles within your portal

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Building Power Queries

HR InfoCubes(e.g., Headcount cube)

Queries(e.g., EEO Power Query)

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Executing Snapshots and Attaching Queries

Reports via the portal(e.g., action history)

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Crystal R t

Search &Exploration

AdvancedAnalytics

Ad Hoc Query & Analysis

Dashboards &Visualization

Operational Reporting

Professionally Informed

Executives,Managers

Leveraging SAP Business Objects for Your Analytical Needs

Voyager / BEx Analyzer

Web Intelligence

ExplorerReports

Xcelsius

Technically Capable

InformationConsumers

Business Analysts

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Example of a Dashboard Using SAP BusinessObjects

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“What-If” Analysis Using SAP BusinessObjects

Workforce Analytics View with Ability to Drill Down to the Detail Reporting via MSS

• SAP NetWeaver BW reports can be delivered via MSS• MSS is delivered with standard iViews to include SAP NetWeaver

BW reportsMy Staff reportsMy Budget reports

• MSS is also delivered with a business package that includes pre-p g pdelivered SAP NetWeaver BW queries

The business package for MSS can be downloaded from www.sdn.sap.com

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Reporting via MSS — Steps to Create SAP NetWeaver BW Reports via MSS

Headcount and PA

QueryAttach a query to the

d li d W b t l t

Sample HR InfoCube

Query

iView

Portal rolePre-requisite: Create

a portal role

delivered Web templates

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Reporting via MSS — Sample Design for MSS

HCMMY STAFF Staff Self

ServiceHR BusinessPartner

Portal RolesReporting Reporting

MYPORTAL

Reporting Reporting

General Staff reports

PerformanceManagement reports

Compensation Planning reports

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Sample MSS Report

• Sample Portal report E.g., All My Employees — HR Manager

• Choose an organizational unit from the prompt window

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Sample MSS Report (cont.)

• Some of the reports delivered via the portal use the organizational hierarchy (based on the SAP organizational unit) to display and secure the data

Managers only see the organizations to which they have access

• Benefits of using the hierarchyAuthorizations can be set at the hierarchy node levelData is summarized and returned fasterSelective drill down of data

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New Additions to HR Business Content in SAP NetWeaver BW

• Business Content for Talent ManagementInfoCube

Staffing Assignments in Talent ManagementThree new InfoSources

Assignment Job Family — PositionPotential for Job Families

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Potential for Job FamiliesStaffing assignment in Talent Management

These features are available as of SAP NetWeaver 7.0 BI Content 7.03, Add-On 3, Feature Pack (SP4)

New Additions to HR Business Content in SAP NetWeaver BW (cont.)• Enhancements to Organizational Management

New QueriesTalent RatioTalent Ratio by Age, Gender, Length of Service, Ethnic OriginPromotion to Higher Job Familyg yLateral Move

• Business Content for Shared ServicesAnalyze the services that are provided by a traditional personnel department or an internal or external Shared Service CenterEvaluate how often the processes and services provided in ESS, MSS, and HCM processes and forms are used

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New SAP NetWeaver Business Warehouse Accelerator

• A new transparent approach to boost SAP NetWeaver BW query performance (e.g., queries with millions of records, challenging response times)

• Performance speed-up factor (between 10 and 100)• Prerequisite

SAP NetWeaver BW 7.0

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Develop and Communicate an HR Reporting Strategy

• Use a well-defined reporting strategy to outline a common understanding of HR reporting needs

This provides a roadmap for the project, and should include a series of snapshots outlining the project’s tools, architecture, and dependencies over time

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Develop Detailed Reporting Requirements

• Complete a comprehensive analysis of the reporting requirements

This will be the first stepping stone in a successful SAP NetWeaver BW implementationThis analysis will enable the design of a stable data modelThis analysis will also help to differentiate between transactional and analytical reporting

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Recognize and Use Reporting Tools Appropriately

• The true value of SAP NetWeaver BW is realized when it is used for analytical reporting

For example, different views of headcount data over time • Transactional reporting can be accomplished using standard SAP

ERP reports and ad hoc queries For example, birthday lists and service anniversary reports

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Leverage HR Business Content

• Create a prototype using business content• SAP NetWeaver BW for HR has a rich repository of Business

Content that includes pre-delivered InfoCubes, queries, and rolesThis can be used to accelerate the implementation

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Separate Your SAP NetWeaver BW Environment

• If possible, SAP NetWeaver BW and HR should be on different development and implementation cycles

• If these activities are done in parallel, additional complexities in the SAP NetWeaver BW data modeling and extraction process result

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The Top Five Barriers to Success

1. Operational reportingIs information operational or analytical in nature?Is SAP NetWeaver BW viewed as a tool to support all operational reporting?

2. Requirements analysisIs detail or summary data required?y qWhat data elements are required for the report?

3. Skill and proficiencyIs the workforce capable of adopting the technology?Have you classified your users? (i.e., casual vs. power)

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The Top Five Barriers to Success (cont.)

4. Report disseminationHow are the reports going to reach the users?Is the right technology available to the right audience?

5. TechnologyCan your objectives be achieved at reasonable costs?Are IT and HR aligned?Are IT and HR aligned?

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Resources

• For information on SAP NetWeaver BW and HR business content, refer to the SAP Help Portal at http://help.sap.com

SAP Solutions SAP NetWeaver BI Content SAP NetWeaver 7.0 BI Content Add-On 3 SP08 EnglishSAP Solutions SAP NetWeaver Prior to SAP NetWeaver 2004 SAP Business Info Warehouse (=< 3.3)

• For tips on considering SAP NetWeaver BW for HR, refer to these HR Expert articles:

Rishi Agarwal, “Considering BW for Your HR Organization? What You Need to Know” (HR Expert, August/September 2004).Rishi Agarwal, “Lessons Learned from BW for HR Implementations” (HR Expert, March 2006).

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7 Key Points to Take Home

• Develop and communicate a reporting strategy• Consider the various options as part of your design

Consider the different SAP NetWeaver BW scenarios• SAP NetWeaver BW is more than a data dumping tool• Leverage HR Business Content to minimize customization — a

prototype will help manage expectations with the usersp yp p g p• Gather and document detailed reporting requirements• Chalk out an implementation plan• Involve the right resources to implement SAP NetWeaver BW

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Your Turn!

How to contact me:Rishi Agarwal

[email protected]

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DisclaimerSAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver®, Duet®, PartnerEdge, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP.

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