Beyond Payroll Reporting – Why BI is a Game Changing Technology - PowerPoint Presentation

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Beyond Payroll Reporting – Why BI is a Game Changing Technology - PPT Presentation

Scott E Townsend President Scott E Townsends Payroll Journey 1988 1994 Reported to Najeeb Khan CEO and founder of Interlogic Systems Inc 1997 2003 Director of Systems Development at ISICNA ID: 807868

business data intelligence payroll data business payroll intelligence http database year emerging excel adp aspx time multi dimensional support

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Beyond Payroll Reporting – Why BI is a Game Changing TechnologyScott E. Townsend, President

Slide2

Scott E. Townsend’s Payroll Journey1988 – 1994 Reported to Najeeb Khan, CEO and founder of

Interlogic Systems, Inc.1997 – 2003 Director of Systems Development at ISI/CNA UniSource (PEO)2003 – 2006 Co-Founder, VP Technology at TruPay Corporation2 x IPPA Growth Award, 3x Inc

5000 (2013 #2797)2006 – Co-Founder, BGSI to “get back to product development roots”2008 – 2009 Director, Payroll Services with Westaff (acquired by Staff Leasing)2009 – Present began serious Business Intelligence focusWe are currently in beta with PenPay located in Pleasanton, CA

Slide3

AgendaPart 1 – Introduction to Business Intelligence Concepts, TerminologyPart 2 – Demos showing key benefits of a new reporting and analysis framework

Part 3 – Making BI approachable using Excel, PowerPivot, PowerView, and GeoFlowQuestions and AnswersConclusion

Slide4

What is Business Intelligence?A management decision support framework that empowers business users

to understand data => resulting in actionable insights that improve the business.A collection of database and software technologies Business intelligence uses a special

multi-dimensional databaseIn the process, it can unify data across multiple independent data silosThis is true for ERP systems like SAP, PeopleSoft, Oracle, etc.And for smaller payroll platforms like Paylocity, SaaSHR, Evolution, MPay, etc.

Adapted from:

http://www.businessdictionary.com/definition/business-intelligence-BI.html

Slide5

What does a Multi-Dimensional Database look like?

Reference: http://technet.microsoft.com/en-us/library/ms174587(v=sql.90).aspx

MEASURE

The word “measure” is exactly what it means: a number that we want to analyze, what we want to measure in our analysis

In this example:

410 is the number of packages delivered

Slide6

What does a Multi-Dimensional Database look like?Reference

: http://technet.microsoft.com/en-us/library/ms174587(v=sql.90).aspx

DIMENSION

The business attribute that “describes” the measure.

In this example:

We find that the 410 measure has important context, it represents the intersection of:

- Route

- Source

- Time

Slide7

What does a Multi-Dimensional Database look like?

Reference: http://technet.microsoft.com/en-us/library/ms174587(v=sql.90).aspx

MEASURE CONTEXT

Specifically, the 410 packages are related to:

ROUTE:

Non-Ground / Air

SOURCE:

Eastern Hemisphere / Australia

TIME:

Half / 4

Quarter on November 27, 1999

Slide8

What does a Multi-Dimensional Database look like?

Reference: http://technet.microsoft.com/en-us/library/ms174587(v=sql.90).aspx

HIERARCHY

Literally, from the highest level “grain” to the most detailed grain. Think: Year/

Qtr

/Month/Week/Day

In this example:

The Source dimension can be drilled-down into increasing levels of detail. Each time we do this, the cube recalculates all measures at the intersections.

Slide9

What does a Multi-Dimensional Database look like?

Reference: http://technet.microsoft.com/en-us/library/ms174587(v=sql.90).aspx

TIME INTELLIGENCE

One of the very special attributes of cubes is their ability to understand time concepts, like:

This year vs. Last year (Q/M/W)

This month/This year

Same month/Previous year

This is inter-period analytical span…a huge win for management decision support!

Slide10

Why is all this applicable to Payroll?Payroll reporting is notoriously indifferent to the needs of managers

We have artificial boundaries called “company numbers” that fragment data making consolidation difficult (we force copy/paste using Excel)(Current) Calendar year bound; lack of fiscal year supportOften, payroll services are from disparate systems making integration difficult

Report writers are inflexible and do not support exploring data dynamicallyReport writers do not easily support inter-year comparisonsUsers have to deal with “payroll codes” (i.e. cryptic, there is no metadata)

Slide11

What most Payroll Vendor offerings look like today:

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With BI – Payroll Vendors can look like this:

Slide13

Reporting starts from this: (we still need these transactional reports)

Slide14

And adds this: (a new analytical view of data leading to insight)

Slide15

Demo

Slide16

Use BI now! Or, why wait?What we’ve just seen is a formal data warehouse and cube solutionBut, it’s possible to achieve impressive results with common tools like Excel

In our next demo, we’re going to show:Step-by-step how to perform a similar analysis Including, how we get data out of a payroll database directlyWe’re going to use PowerPivot to model the data

Then, we’re going to use Excel to add a pivot table and data visualizationsWe’ll explore this data using PowerViewAnd if we have time, we’ll look at GeoFlow

Slide17

Demo

Slide18

Let’s review what we just did in ExcelWe just used PowerPivot to import data directly from our payroll transaction systemWe created a model, set relationships, created some custom columns

Once this was done, we could analyze our data and start using slicersWe created a data visualization showing relative hours and dollar valuesEXCEL IS SURPRISINGLY POWERFUL!!IT’S A GREAT PLACE TO START!!

Slide19

What are differences between Full Blown BI and Excel?Although Excel is very powerful, you have to “work a little harder”

You must have read-only access to the payroll database AND you must have a basic understanding of the tables and fieldsExcel doesn’t scale like full blown BI doesAdvanced calculations require fairly high levels of skill, whereas in most BI systems these calculations are baked-inMetadata is missing, things like aliasing DET codes or enjoying a categorical hierarchy to enable drill-down/up

Full blown BI uses nightly updates which are automated. With Excel you must generally manually “refresh” the data when the payroll system updatesIntegrating from multiple sources (databases) and arriving at one consistent analytical view is more difficult

Slide20

Who will benefit the most from BI?Companies that suffer from data problems, especially from separate silosCompanies that want to “explore and analyze their data”

easilyCompanies that have multiple FEIN or company numbersCompanies that have a Fiscal Calendar requirementCompanies that use Labor Distribution or Job Cost AccountingCompanies that want Inter-Period Analytical SpanCompanies that have large data volumes and want data visualizations to help them:

“See their data”, spot outliers, and identify trends

Slide21

Advice on How to Implement BI in your companyInformal – grass roots effort to prove business value

Assumption: you have database access with read-only permissionsBegin with Excel, PowerPivot and other tools readily availableShare analysis and make better decisions through KPI’s and ScorecardsFormalization

IT projects begin with business sponsorshipDecide scope (payroll first, then HR integration, etc.)Comments on Budget | Development | Testing | “One Version” | Adoption

Slide22

Business Intelligence is EmergingBI is coming to ADP according to analyst commentary at Gartner Research …and will likely continue to grow with other providers

2013 – Gartner's "Magic Quadrant for Payroll BPO Services"“Investment in business intelligence and data analytics services. ADP is in the process of launching a common platform for employer reporting and data analytics applicable to all data (payroll and other HR data) managed on an ADP system.”Download report from ADP’s website:http://

www.adp.com/adp_solutions/analyst-reports/gartner/index.aspx

Slide23

Business Intelligence is EmergingADP is beginning to hint at capabilities that it will provide customersWhat product(s) it will be based on?

See this article on ADP’s website:“Measuring HCM Effectiveness: The Advent of Universal Standards”http://www.adp.com/tools-and-resources/adp-research-institute/research-and-trends/research-item-detail.aspx?id=68AEE2A8-5E55-4E66-B21F-1E0D20830113&cid=soc_twt_ADPRI_HCM_Info

Slide24