Getting Started

This document provides information about the i-Performance Data Integration process, which includes:

  • Identifying the required data used for the Planning, Budgeting, and Forecasting  process

  • Creating the load files from the various data sources to populate the Planning application

  • Using the Data Integration Utility to load the files

Each of the tables (or files) in the Creating the Load Files section describes the format and content of each individual file.  Extracts are created from source systems and saved into a file in the order of the columns listed.  These files are then imported into the Planning application.

Some transformation of source data may be necessary in order to create the load files.  The Creating the Load Files section describes any business logic that may need to be derived for each column.

NOTE: Changes to the product are listed in Revision History.

Preparation

Please review all the information contained within this document to get a general understanding of what is required.  General documentation can be found alongside this page whereas more detailed documentation at a load file level can be found under the Creating the Load Files section.

Access

You will need access to source systems that contain the following types of information.

  • General Ledger

  • Employee / Full Time Equivalent FTE

  • Payroll

  • Timekeeper Rates

  • Inventory (WIP, AR, Months of Inventory)

  • Productivity (Hours, Realization, Worked Value, Billed Value)

  • Firm/Organization Details (Offices, Departments)

Much of this will be found in your ERP system (Elite or CMS, for example) and your payroll system. You will need an understanding of the database layout of both the ERP and Payroll systems is required to know exactly what data to extract from those systems.

Skills Required

To access information in the ERP system, some amount of database expertise will be required to retrieve the information from the database and deposit it in the load file in the correct format.  Also necessary is the ability to view the data for correctness; this may just be importing the load files into Microsoft Excel to visually determine if the load file is correct.  For better error checking, some amount of VBA experience coupled with Excel knowledge may be helpful.

Implementation Process

The creation of the Load Files is one of the first steps in the overall process to install and configure the Planning Application.  It is recommended that you start creating these load files as early in the implementation process as possible. You will be able to load the CSV files into the Data Integration Layer once the Satori V-i-Performance Appliance has been delivered and configured.

 

Data Integration Process

Integrating your data involves a number of steps.  This document is intended to guide you through each step and provide you with the information you need to successfully complete the data integration process.

To integrate your data, you must perform the following procedures:

 

Order of Creating and Loading the Data Files

Though the load files can be created in any order, here is a recommended order for the creation and loading of the data files.

General Ledger (Group 1):

• Office.csv

• PG_Dept.csv

• GL_Class.csv

• Account.csv

• GL_Type.csv

• Currency.csv

• GL_Data.csv

• GL_Rollups.csv

Employee Data (Group 2):

• Employee.csv

• Employee_Data.csv

• Title.csv

• FTE_Data.csv

• Salary.csv

• TK_Rates_Data.csv

Additional Data (Group 3):

• WIP_AR_Data.csv

• Asset_Class.csv

• Asset_Data.csv

Forecast Data (Group 4):

• Compensation_Monthly_Data.csv

• FTE_Monthly_Data.csv

• Revenue_Monthly_Data.csv

 

 

Terminology

In this documentation, the terms ”table” and ”file” are used interchangeably.

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