idea: dashboard(s) customised by the user (employee / manager) can push content to the user for them to react to. this can be anything from reminders, approving leave requests, cart approvals, sales quotes lookup, customer briefing data, account intelligence and so on‌ most of this content could be significant due to timelines based on calendars. an employee's or manager's workday can be divided into 2 types: 1. pre-planned activities this is where the person is involved in ongoing and longterm work activity such as continuing research or technical activity; coding, programming, wireframing, emails, meetings, incoming calls, and general weekly administrative tasks which are automatically part of the job. 2. reactive activities this is where the employee or manager typically reacts to various incoming tasks and data. i.e. these tasks might be part of their job, but their ongoing nature requires monitoring of some sort, and therefore is subject to human memory and can often be derailed by multiple other distractions or just an inability to track all data and tasks, all the time.
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What an Apps Suite should deliver: - role-based content customisation and deployment - customizable content containers to the user's needs - provide minimal functionality to content within a dashboard - provide some level of seamless enterprise data aggregation within the user's dashboard (multiple types of content from multiple apps in the suite - but integrated and interoperable) - some offline behaviours - where some updates can be cached for later action (automated or manual) - seamlessly integrated content into one dashboard should provide a seamless, unified user experience when the user customizes their dashboard, their eyes should become quickly familiar with where to look and what to expect summary: - modular integrated content delivery - deploy bundled apps or pull content from a single app - role-based customisation dashboard - modular and bundled - interoperable - connectivity to any enterprise system - also third party apps - easily configurable and extensible
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Rules & Guidelines for Dashboard 1. dashboard - customizable by user based on role - pulls data from apps in suite 2. point of dashboard - to provide employees / business people with 'reactive' content (most of a person's work involves reacting to information that they can not anticipate - it is pushed to them whereupon they react to it) 3. (Minimally) Actionable within container - point of having a module is to avoid deep dive into full app. 4. External content - can include third party apps / content 5. user-customised containers / modules have minimal functionality pertinent to the content type 6. role-based content - customised to modules in dashboard 5. modular content pulls data from apps in suite
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Configurable / Extensible - content modules defined as metadata (XML), user can add / remove modules - modules provide basic functions per content (edit, accept, decline) so content can be interacted upon without 'deep dive' into app. - ui layout / styles defined in html5 and css. - third party app developer / client can use tools to create specific ui layout and branding App Development & Product Lifecycle - simple apps can be developed more quickly (configuration, less code, using ui templates where content comes first - utilizes current ui within dashboard / suite) - customer can extend standard ui style, create specific layouts which are not overwritten during upgrade Packaging & Deployment - developer / client might custom-create new app or dashboard by combining content from different modules (create new dashboard) - suite application: can be packaged as a binary, distributed via AppStores - app content ( metadata, html5, css, java) can be deployed separately to a container app
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Domains / SAP Suite Apps - Finance & Financial Reports - Analytics - Pipeline - Company Overview - Retail Execution - CRM Sales - Customer Briefing - ERP Sales - PIM / Communications - News / Feeds - Team Mgmt. - People - Tasks / ToDo Lists - Workflows - Travel - Leave Request - Company Benefits - 360 View - Address Book - Calendars - Social Apps - Approvals
SAP Suite Apps - Sales Analysis - SAP Sales - Sales OnDemand - Active Sales - Retail Execution - CRM Sales - Business One - Business Objects Strategy Mgmt. - HCM Manager Insight - TeamBook - Customer FinFactSheet - Experience - SAP BI - Customer Briefing - ERP Sales - Publications - Travel - Leave Request - TDMS Manager Other Types (may be Third Party Apps) - News / Feeds - Tasks / ToDo Lists / Workflows - Company Benefits - 360 View - Address Book - Calendars - Social Apps
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Roles - Director - Manager (People) - Manager (Projects) - Manager (Technical) - Employee (Principal) - Employee (Senior) - Employee (Individual Contributor) - Employee (Junior) - Employee (Intern) - Employee (Contractor) - IT Technician - Sales Mgr. - Sales Rep. - HR Specialist - Analyst - Business
Employee Cockpit / Roles Suites / Sales / Roles Sales: Sales Rep sales module - accounts - contacts - tasks - leads - opportunities - sales orders customer briefing module - key people / relationship - opportunities - company profiles analytics module - pipeline - performance
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Sales: Acct. Mgr. sales module - accounts - contacts - tasks - feeds customer briefing module - key people / relationship - opportunities - company profiles - news - business history workflow module - workflow inbox
Role: Employee - task list - shop - contacts - calendar - news - requests (pending approvals) - travel / leave / cart / i.t. - PIM - calendar - news - feeds - watch list - updates - company (benefits / stock / news) Role: Manager - task list - contacts - calendar - news - requests (pending approvals) - travel / leave / cart / i.t. - PIM - calendar - news - feeds - watch list - updates - company (benefits / stock / news)
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business sections
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Customer Briefing
CRM Sales
ERP Sales
• customer facts and figures
• access CRM accounts,
• view / create quotes
• updates and bios of key contacts
• news about customer and business
• view analysis of customer‘s business history
• issues key to customer satisfaction
• open opportunities • opportunities won / lost
contacts, leads, opportunities, quotes, orders, and CRM Calendar in real time
• arrange and plan calls • view account factsheets, surveys, marketing attributes
• create orders / returns on customer visit
• quick view / response to
customer requirements (anytime anywhere mobile: reduce process from initial quote to order placement)
• request / provide discount approvals
• find nearby contacts / customers / leads
• quick view /read business insights
Product Configuration
Custom Module
Analytics
• enable sales reps to view /
• enable user to create
• analyze metrics / data trends
configure products for customer visit
• enable sales reps with
CRM / ERP configuration selling from mobile
custom modules
with BI content
• condensed Crystal Reports / WEBI reports
•feeds: rss / news •social apps: linkedin / facebook / twitter •native device attributes: geo-location / reminders / push notifications / calendar / email / camera •collaboration: streamwork / inbox / evernote / dropbox
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Travel Expense Approval
Cart Approval
Custom Module
• receive notification of travel
• receive notification of
• enable user to create
• view list of travel expense
• approve or reject shopping
• view policy violation details
• view list of shopping carts
expense reports awaiting approval reports to be processed to ensure adherence to company policy
• approve or reject travel expense reports
shopping carts awaiting approval
custom modules
carts
to be processed
• view shopping cart and product details
• view requestor and approver details
Payment Approval
Universal Inbox
HR Approvals
• display in detail all recently
• apply decision (Approve /
• respond to leave requests
processed payment batches and those waiting for approval
• check, approve, or reject payment batches
• display a list of previous
and alternative approvers, including a contact method
• reject payments with an
explanation of the reasons
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Reject)
• apply Forward (Reassign
Work Item to another user)
• apply Reserve & Release reserved Work Item
• work Item Attachment Management
• create/Delete/Activate/
Deactivate Substitution
and timesheet entries
• review team calendars and employee time account balances
• check for incomplete
timesheets, overbooking, and overlapping leave requests
• receive automatic
notifications about new leave requests
role-based sections
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dashboard types
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build a dashboard
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customise dashboard
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content types per section
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containers
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ui per container
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ui per suite
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