Our apologies to our loyal blog readers for the lack of content in the past few weeks. Grey Sparling Solutions has had all hands on deck for a go-live for a large financial institution with our Reporting Security and Distribution PeopleSoft Solutions Extender. Taking the lead from Joel Spolsky, a blogger that we at Grey Sparling Solutions follow, we thought it might make sense to discuss a little about the product and how the customer plans to use it.
As with most financial services institutions, financial reporting is a very important aspect of their ERP solution. This customer has several thousand financial reports that they need to run periodically, and need to secure and distribute to many users. The process of securing and distributing the reports is a very challenging problem for them (and in an era where controls need to be easily audited, the lack of good report security and distribution functionality in ERP systems is a challenge for them).
Additionally, most of the people receiving reports do not use the ERP system other than to look at reports and drill into results. Therefore, the customer would prefer that reports are distributed through email. However, many of these users receive several reports at once, and the customer would like the links to the reports to be consolidated into a single report.
The Report Security and Distribution PeopleSoft Solution Extender (we recently renamed it from the process scheduler extender) is what this customer is utilizing. This extender has the following major components:
Once this go-live is completed, the customer will implement the report manager part of the extender, which will provide a robust means of organizing and accessing the reports outside of email (through a browser). The users will be able to find reports based on the data in the reports, as well as setting up favorite reports that they won’t have to search to find. In addition, we will track which users have viewed which reports at what times (which allows the organization to understand which parts of the business are a compliance risk, because without reviewing the financial reports, they are probably not enforcing the appropriate controls in that area).