Blueprints: The Fastest Way to Cloud-Based Analytics Success

Incorta Blueprints let you deploy powerful, plug-and-play analytical applications for complex data systems like Salesforce, Oracle e-Business Suite, ERP Cloud, NetSuite, SAP and JD Edwards — and do it all in only minutes.

Watch now to see Incorta Blueprint experts explain:

• The symbiotic mix of pre-built best practices, analytics dashboard templates and content included in each Blueprint that make it a breeze to access, organize and present complex data
• How to quickly and easily deploy one or more Blueprints in an Incorta Cloud instance
• How to configure and customize Incorta Blueprints for different types of data ecosystems
  

Transcript:

Joe Miller: Welcome everyone we're going to let some people trickle in over the next minute and then we'll go ahead and get started, thank you for joining.

Joe Miller: we're just gonna give it about 20 more seconds so we'll go ahead and get started.

Joe Miller: Okay.

Joe Miller: Well Thank you everyone from joining for joining Thank you everyone for joining today I want to welcome you to our march action on insights webinar.

Joe Miller: This is our monthly webinar where we share best practices and tips and tricks to help our customers on like the full potential of the quarter direct data platform.

Joe Miller: So today we're going to learn a little bit about blueprints the fastest way to cloud based analytics success.

Joe Miller: My name is Joe Miller and i'm the senior director of Community and customer enablement here in Korea and i'll be your host today.

Joe Miller: Just a little housekeeping before we begin, if you have any questions throughout the duration of this presentation, please go ahead and enter them into the Q amp a box at the Ad anytime.

Joe Miller: we'll do our best to address them throughout the duration of the session or will leave some time at the end of the session to come back on these come back to these questions and try to get answers for you.

Joe Miller: Now I like to introduce you to today's speaker today we have brought Patrick rafferty, who is the head of sales and pre sales and sales engineering at encarta.

Joe Miller: Patrick is one of the most experienced and seasoned experts in the business, but especially so when it comes to in quarter.

Joe Miller: And just a few seconds i'll hand it over to him to kick us off, but for today's session, we do have a few objectives that Patrick is going to touch on.

Joe Miller: and Patrick if you could advance two slides for me the we are going to cover a little bit about in quarter blueprints.

Joe Miller: where it talks about the nature of the one click deployable blueprints and include a cloud.

Joe Miller: We are going to discuss discuss blueprints available via in quarter support and partners, and then the most exciting part is we're going to do a little bit of a DEMO.

Joe Miller: Patrick, thank you for taking the time to share your expertise and knowledge on encarta would you like to go ahead and kick us off.

Patrick Rafferty: Absolutely thanks Joe great to be here and and gr

eat to be kind of sharing this knowledge with the field here on a lovely.

Patrick Rafferty: Thursday afternoon in New York City so as Joe mentioned, this is gonna be all about blueprints right, so a.

Patrick Rafferty: lot of you probably know about the power of the quarter engine and the kinds of things that it can do that other analytics tools and.

Patrick Rafferty: And databases aren't able to do this is really about how do you take that and apply it to your business and to what is most important to your users and your key decision makers, when it comes to making informed decisions on your data.

Patrick Rafferty: So, starting with the quarter blueprints what is right, so the quarter blueprints kind of came about, from where from our some of our key strategic customers where.

Patrick Rafferty: they're using quarter against really complex data sources that they use to run their business so think about things like SAP rp.

Patrick Rafferty: And Oracle EBS an oracle fusion in the fortune 500 kind of space systems like netsuite in the mid market.

Patrick Rafferty: Essentially, the the systems earpiece systems that run these companies, businesses and that they used to make intelligent decisions.

Patrick Rafferty: They had deployed on quote unquote on top of these systems and we said, you know wouldn't it be great if all the learnings that we've been able to glean over the last seven years.

Patrick Rafferty: All of the things that we can use to jumpstart and kickstart customer implementations What if we can kind of package that into a single.

Patrick Rafferty: into a single deliverable concept that you can go ahead and package really easily and really quickly to get yourself going to kind of jumpstart your in quarter implementation and that's really where blueprints.

Patrick Rafferty: came about use this knowledge and use this use the end quarter technology to really give you a leg up when you're starting your in quarter jury.

Patrick Rafferty: And when I say starting your inquiry journey could be someone who's just signed a licensed within quarter and they're going out and implementing the software.

Patrick Rafferty: Or you could be going out to our cloud, and you never really heard of in quarter before, but you want to kind of give it a test drive you want to kind of kick the tires on it, you want to see what in quarter looks like on your data, the blueprints are a great way to to get up and going.

Patrick Rafferty: So i'm going to go through a list of these blueprints, but one thing to note here is that the blueprints are not just a bunch of can dashboards right so it's not just.

Patrick Rafferty: Some cool reports that that look really nice and then your first task is to kind of.

Patrick Rafferty: Get rid of them or change them or or make them kind of your own you know that's part of the part of the process of turning a blueprint into a full blown customer implementation.

Patrick Rafferty: However, a blueprint is so much more than that a blueprint is a way of accessing data in these systems so something like netsuite or salesforce COM.

Patrick Rafferty: Pretty straightforward right they were born in the cloud they live in the cloud.

Patrick Rafferty: And they're really easy to access things like Oracle EBS things like SAP, for example, a whole heck of a lot harder so in quarter packages up the capabilities to connect to those sources.

Patrick Rafferty: packages up the ability to bring that data onto the platform in a full load scenario, as well as incremental loads so that I can load all of my netsuite data.

Patrick Rafferty: Maybe in about an hour and with a few clicks start to see netsuite data being updated in in quarter, maybe every five minutes, maybe every 10 minutes depending on your on your customers needs and your business's needs.

Patrick Rafferty: As well as what we call semantic views or our business scheme so it's great that encarta can bring all this data from a system of record from a big complex system.

Patrick Rafferty: and give you the power and capability to go from a top line number like revenue, this year, all the way down to the transactions, the millions of transactions or even billions of transactions that make up that number, with a single click.

Patrick Rafferty: But it doesn't really matter, unless you can actually present that information to your most savvy users to your key decision makers.

Patrick Rafferty: In a way that makes sense to them, so the business schema is in quarter semantic tier again pre packaged as part of these blueprints.

Patrick Rafferty: you're going to get semantic tears that cover a wide range of functions within these key systems and then finally.

Patrick Rafferty: You kind of get to the dashboards right, how do you actually visualize it, and again in quarter will come with dozens and dozens of dashboards depending on the exact scenario that you're trying to.

Patrick Rafferty: you're trying to satisfy for the business but very easily customizable very easily changeable and all linked to that same semantic tier so.

Patrick Rafferty: A technology practitioner can do it, but also a savvy business user is going to be able to figure these things out on their own and really make really make some headway on top of the data that inquiry is going to present to them on day one.

Patrick Rafferty: So, as far as what all the blueprints that are out there i'm going to kind of touch on a few of them here today, and when we get into the DEMO we're going to kind of pivot back.

Patrick Rafferty: and show you these things in action and how just how easy it is to deploy these on our cloud so Oracle E business suite the Oracle E business.

Patrick Rafferty: Applications that oracle's had, for you know decades, maybe about 1015 years lots of people running them on premise, quite a few of our customers are also running them.

Patrick Rafferty: In the cloud, so the original UBS in the cloud, these are the blueprints that you get out of the box within quarter.

Patrick Rafferty: So the ability to do accounts payable accounts receivable a whole bunch of financial transactions project management order management inventory and within each of these sections.

Patrick Rafferty: you're able to go and execute on a bunch of key kind of business scenarios so it's not just these are my numbers go look at them and try to figure something out.

Patrick Rafferty: The blueprints are also designed to tell a story and a lot of cases show me, you know for order management show me my orders from the time the order is booked.

Patrick Rafferty: To the time the order is shipped to the time the orders build show me that entire flow.

Patrick Rafferty: Show me where customers have placed orders and I haven't been able to fulfill them yet show me my fill rate on orders.

Patrick Rafferty: hugely important to understand where my backlog is how many days of supply, I have on hand how much inventory, I have on hand.

Patrick Rafferty: You know, for our largest customers, these are key scenarios accounts payable we have customers going through billions of rows.

Patrick Rafferty: Of invoice data, both on the payables and receivables side understand where payments are late coming in, where payments are like going out.

Patrick Rafferty: Where i'm actually paying invoices that don't have purchase orders all kinds of different information available to you it's all in that era P system and in quarters kind of the keys.

Patrick Rafferty: to unlock that information and do it in a quick and easy way and we always say with these blueprints we want, we want to get you 85% of the way there 90% of the way there.

Patrick Rafferty: That last 10% is really what you need to do to customize this to fit your business, if you want to track receivables on.

Patrick Rafferty: On an aging schedule of every five days you know zero to five days overdue five to 1010 to 1515 to 20 you can go ahead and customize that very easily instead of in quarter we drop with 30 day increments zero to 3030 to 6060 to 90 however you think about your business.

Patrick Rafferty: We want to make sure that these blueprints give you the jumpstart and also give you a very easy very easy way to bring this blueprint from the base level it and quarter gives you to perfectly tailored for your business.

Patrick Rafferty: Moving kind of into the MID market in court has a lot of success with customers you use netsuite so netsuite.

Patrick Rafferty: I think they've got about 47,000 customers now across the globe using oracle's netsuite platform to run their business, most of the time in the mid market.

Patrick Rafferty: netsuite comes with its own analytics but they're a very kind of slow and brittle something called saved searches, which basically lets you run pre canned queries against netsuite.

Patrick Rafferty: can take it's definitely the sort of model where you click the button and you go get a cup of coffee and you come back and you hope the and you hope, the thing is done.

Patrick Rafferty: and also with netsuite a lot of times you're integrating that with other systems that you use to help run your business, for example, salesforce.

Patrick Rafferty: I might want to go ahead and say, I want to see the life cycle of an of an opportunity that i've converted into an order from the time I sent that customer quote.

Patrick Rafferty: and put it into salesforce to the time of customer actually signed on the dotted line, and I use some integration points to go ahead and push that in order information from salesforce into netsuite.

Patrick Rafferty: that's who's going to deliver on that order for venture going to build for that order will eventually get revenue, think about how hard, that is from.

Patrick Rafferty: An analytic standpoint to pull all that data together within quarter, you can deploy the netsuite blueprint, which is going to give you the right half of that equation once i've sold something.

Patrick Rafferty: here's when I shipped it here's what I received payment, it was shipped late we shipped early.

Patrick Rafferty: All that information that netsuite holds has that information, but I can also go all the way back to the being go back to salesforce and because blueprints or Compostable I can combine them together.

Patrick Rafferty: In a single in a single pane of glass in a single instance in the quarter cloud I can now track that thing all the way from inception to payment.

Patrick Rafferty: With just a couple clicks by taking two completely different systems and bringing them together and in quarter.

Patrick Rafferty: you'd never be able to do that, instead of netsuite go ahead and try to feed your salesforce data, and it would take forever and vice versa, you wouldn't want to try and duplicate netsuite did in salesforce.

Patrick Rafferty: And if you try to do this in a data warehousing project which about months and months of just kind of.

Patrick Rafferty: Of toil kind of moving data and writing pipelines and moving data around the corner let you do this, just a few clicks to deploy individual blueprints and then kind of integrate them together.

Patrick Rafferty: So, similarly to EBS we have a whole bunch of functions here related to payables receivables general ledger purchasing again kind of model on those same business functions, we want to do.

Patrick Rafferty: No evil to track orders from booking billing and backlog, we want to be able to look at employee performance really all the things that your earpiece system.

Patrick Rafferty: can manage in quarter wants to enable those functions.

Patrick Rafferty: The other thing you can do with some of our blueprints here is actually deploy only portions of these blueprints a lot of times I talk about.

Patrick Rafferty: Just applying everything you know, maybe you're a customer that uses netsuite for financials but has something else for order fulfillment that's okay.

Patrick Rafferty: And you can go ahead and compose these blueprints and break them down into different functional areas for the purposes of today i'm going to deploy the entire premise show you guys everything.

Patrick Rafferty: But that is something to keep in mind that if you're only using netsuite for a certain area or Oracle EBS for a certain area you're gonna be able to just deploy those things where where it makes the most sense for you.

Patrick Rafferty: Finally, just to kind of touch on the salesforce blueprint i've mentioned it a couple times as we're going through here, you know the salesforce blueprint in and of itself.

Patrick Rafferty: There it's not necessarily that exciting out of the box right salesforce has reporting inside of their tool really where.

Patrick Rafferty: In quarter shines is the ability to be very flexible and very self service oriented around reporting on your salesforce data.

Patrick Rafferty: And that netsuite kind of scenario or an oracle EBS scenario where you want to integrate salesforce data with your rp data.

Patrick Rafferty: In court to let you do that with just a couple clicks when you compose blueprints together so rather than having to.

Patrick Rafferty: Have you know, a swivel chair kind of experience, where you going between salesforce and another reporting tool, without having to kind of take feeds and extracts and quarter let you go and see all this data.

Patrick Rafferty: In a single ui so you can complement the rp data that you have available to you.

Patrick Rafferty: Today we're going to focus on our cloud environment and the blueprints that you can easily deploy.

Patrick Rafferty: In our cloud environment with just a few clicks now one thing to note, though, is that that's not necessarily the end of the story when it comes to our blueprints and the technology and the and the insights they provide.

Patrick Rafferty: So certain blueprint, so we have the probably the main to earpiece systems, I haven't touched on, to a great extent here.

Patrick Rafferty: Oracle fusion cloud era P and SAP ECC an essay PS for both we have extensive blueprints that cover all of the modules and all that kind of business functions that we mentioned earlier, however, in order to connect to those systems, you require a little bit more.

Patrick Rafferty: A little bit more configuration on the side of the customer, the person who actually owns that SAP instance or owns that Oracle fusion instance, so we make those.

Patrick Rafferty: available, upon request, so that someone from my team or someone from a similarly.

Patrick Rafferty: enabled customer facing team can kind of walk you through that process of deploying a function module on SAP so that we can bring the data into your encoder instance.

Patrick Rafferty: or deploying our Oracle European cloud connector so they can move that data out of your Oracle instance it into in court, a very easily and very quickly so.

Patrick Rafferty: Again, even if you have a system that maybe you don't see here you don't see here on our website.

Patrick Rafferty: Absolutely encourage you to reach out to to the Court, a team, you know either via our Community or via support channels to see what we might have because a lot of times we've got a lot of experience across our you know across our customer base in a lot of different types of applications.

Patrick Rafferty: So without further ado i'm going to go ahead and pivot now into our DEMO portion so from here now i'm going to go ahead and go into my cloud instance spin up a brand new cloud instance and kind of walk you through those that kind of scenario.

Patrick Rafferty: And then show you how we deploy blueprints onto those cloud instances, with just a few clicks.

Patrick Rafferty: Switching gears here i'm now i've now gone to cloud encoding calm, so this is a very easy publicly available way of accessing encoding instances on demand.

Patrick Rafferty: So you can go ahead and sign up for a trial here on encoding calm cloud encoding calm create an account and be able to spin up.

Patrick Rafferty: Your own quarter cloud instances right through this ui i've already registered as an accord employee of be a little weird if I didn't have a.

Patrick Rafferty: whole bunch of clusters available to me, but i'ma go ahead and sign in here.

Patrick Rafferty: And i'm going to go and kind of walk you through what this cloud console looks like and then and then go ahead and deploy some blueprints and kind of show you what you get.

Patrick Rafferty: right out of the box, so when I sign in from the core sample i'm gonna see all of my clusters that I have available to me, as well as all the blueprints that I have available for the purposes of today i'm gonna go and just create a brand new cluster.

Patrick Rafferty: And i'd like to call it my march 24 live webinar cluster lots of rules here around what you can call your cluster but the idea here being that.

Patrick Rafferty: You can go ahead and spend this up depending on your level of privilege if you're in quarter customer if we just kind of coming in off the street.

Patrick Rafferty: you'll be able to spin up different cluster sizes, but i'm gonna go ahead, just click create your very easy in terms of being able to.

Patrick Rafferty: spin up clusters and do things very quickly, and this process takes about anywhere between three and five minutes.

Patrick Rafferty: So i've clicked create in quarters cloud infrastructure now is going in the background is going to go ahead and spin up that cluster.

Patrick Rafferty: While that's happening i'm going to go over here and click the blueprints tab so the blueprints tab here gives me an easy way to kind of peruse what is available to me.

Patrick Rafferty: As an end user inside the quarter cloud, and I can go ahead and filter these by the type of data source, so if a more functional person, I want to see that it's EBS I want to see that it's netsuite or salesforce I can filter these down.

Patrick Rafferty: I can go ahead and look at different ones that I can use in combination with each other.

Patrick Rafferty: and obviously can use Oracle EBS I can use netsuite another one that's really cool here that we haven't really touched on is the quarter tools blueprint.

Patrick Rafferty: Where essentially I can go in and if I want to learn more about the blueprints that i've just deployed, I want to know.

Patrick Rafferty: When I look at a dashboard where does include to get that feeling from, whereas in quarter finding fill rate what fields are using is it using to make that calculation are those calculations.

Patrick Rafferty: Currency aware in terms of how my orders are being booked you can use in court as metadata blueprints as well to kind of get to the bottom and do a full data lineage on all of the things that you're seeing.

Patrick Rafferty: Inside inside your in quarter dashboards inside the end quarter platform.

Patrick Rafferty: So the cloud is is is spinning up here, you can takes about three to five minutes, so, in the interest of time i'm what i'm going to do here is i'm actually gonna go out to a instance I spun up earlier today.

Patrick Rafferty: And it's pretty much a clean instance I haven't done anything in terms of deployed only blueprints I basically just went out to the quarter cloud and spend this up.

Patrick Rafferty: I can come in here now i'm dropped into my homepage So when I spin up a brand new instance in the cloud, this is where I kind of begin my journey.

Patrick Rafferty: On the home tab here I get a bunch of data that I can see that i've already loaded into the quarter platform, by default, essentially, giving you something where.

Patrick Rafferty: there's a landing place i've never seen in quarter before I have videos that I can watch and a bunch of different pieces of documentation that I can go ahead and and look at.

Patrick Rafferty: But from here now what i'd like to do is either go in and just install a blueprint.

Patrick Rafferty: So I just come in here and say all right, I spun up this instance i've got a very rudimentary set of dashboards that I might want to look at here.

Patrick Rafferty: Related to my sample data, but where I really want to do is kind of get started so i'm going to come in here to the home tab and then i'm going to go ahead and click on the netsuite blueprint to go ahead and install that.

Patrick Rafferty: So when I click install blueprint to give me a whole bunch of options very similar to what we just saw in the cloud console i'm going to filter for netsuite.

Patrick Rafferty: And just to keep things simple i'm going to install the entire netsuite blueprint not going to just do order management or just like a bookings Billings backlog or something like that.

Patrick Rafferty: I can click this install button and right away.

Patrick Rafferty: i'm able to go ahead and start deploying this and, again, not only do you get data routines to load data from netsuite in a full and incremental fashion.

Patrick Rafferty: Not only do you get semantic tears, you also get these dashboards you also can kind of educate yourself a little bit more on the quarter platform here while this is running while you're able to bring all this.

Patrick Rafferty: Information in so The other thing that we're going to actually land with when we go and deploy this blueprint is sample data from netsuite so it's not just.

Patrick Rafferty: Okay here you go now go ahead and figure this out on your own in terms of being able to connect this to your own to your own instances.

Patrick Rafferty: and corresponding give you sample data kind of like that that baseline we call honeycomb manufacturing data, you should be able to go and peruse the content that's out there right away, so you don't have to necessarily.

Patrick Rafferty: wait to see what's in the box until you actually connect out because, even with a system like netsuite you may still have to talk to me administrator or talk to someone who has the proper privileges in netsuite to go ahead and make a connection inside the quarter platform.

Patrick Rafferty: So while this is loading.

Patrick Rafferty: I was just going to take you through a little tour of the actual and quarter platform, so my content still loading over here.

Patrick Rafferty: But i'm going to go ahead and go over to the data tab so over here on the data tab here in in quarter, this is where I configure all my data sources that I might want to make available.

Patrick Rafferty: And you can see here that netsuite is already there netsuite basically is being deployed in the background, as we speak.

Patrick Rafferty: This is where you go ahead and connect lots of different data sources together i'm talking about blueprints today, but one thing to note here is that.

Patrick Rafferty: This isn't a binary thing, where in court as a blueprint i'm great and quarter doesn't have a blueprint i'm stuck.

Patrick Rafferty: In quarter comes with all kinds of different connectors for you to connect up your business data wherever it lies and bring it into the platform.

Patrick Rafferty: something as simple as uploading flat files connecting to ftp and S ftp sites, I can pull data from big query I can pull the.

Patrick Rafferty: data files that are stored out in s3 I got tons of options here, to be able to integrate my data sources together so while we're talking about blueprints today you're not necessarily limited to the blueprints in terms of what is available to you in the quarter platform.

Patrick Rafferty: So, now that this is now that has actually been configured here, I like to go ahead and go and use this data for right now i'm going to actually use sample data.

Patrick Rafferty: For my netsuite connection i'm not going to go ahead and configure the end and fill out all that information, but I will show you how that works so it's and it asked me to, I want to use your data or ours so we're going to go ahead and use the sample data that in quarter provides.

Patrick Rafferty: I click next is going to give me like a blueprint overview basically hey here's what i'm actually giving to you as part of this.

Patrick Rafferty: And it's going to go ahead and load that data in.

Patrick Rafferty: And once that's done what i'm going to do here is i'm going to deploy salesforce as a blueprint as well, so.

Patrick Rafferty: i've loaded netsuite in i've deployed netsuite as a blueprint now i'm going to go ahead and deploy salesforce data as well.

Patrick Rafferty: Now, just to kind of mix it up here what i'm going to do is i'm actually going to deploy that that data here from the back end from the cloud cluster so not only do you have the ability to.

Patrick Rafferty: From the front end as an end user kind of play around with it from that view, I can also come in here.

Patrick Rafferty: and go ahead and deploy my salesforce blueprint from the back end very similar kind of experience with more of an administrator kind of experience.

Patrick Rafferty: This would probably be more designed for folks who already are an encoder customer maybe they have multiple multiple encoded instances running in the cloud, and they want to be able to install those so here i'm gonna go ahead and install this cluster got this other onto my cluster.

Patrick Rafferty: I have to use my credentials that in quarter has given me to spin up this to spin up this cluster.

Patrick Rafferty: And for those of you haven't spun up a cluster before once it spins up in court is actually going to send you an email with administrative password i'm going to go ahead and just pulling from another screen here.

Patrick Rafferty: And we go ahead and install that salesforce blueprint so same kind of experience here where i'm able to deploy blueprints very quickly and very easily but through the quarterback end rather than safe through the quarter.

Patrick Rafferty: From the encoding ui experience.

Patrick Rafferty: So while that's spinning up here.

Patrick Rafferty: we're gonna go ahead and show you what this is actually going to look like in this March 24 live webinar taps most open new tab here.

Patrick Rafferty: use that same password that I just grabbed my email click sign in.

Patrick Rafferty: And again, I can go in and use that same concept shooter to play blueprints with the front end or from the back end right now the salesforce blueprint spinning up as we speak.

Patrick Rafferty: And you can see here if I go to my schema tab you can see that I can actually see the salesforce data is loading right now, as we speak.

Patrick Rafferty: In the in the cloud console is basically be telling me that it's still loading that it's still being spun up.

Patrick Rafferty: But essentially what you're looking at here is kind of the back end view of things being able to see that that blueprint is just about done and just about ready to be to be consumed, and then I can go ahead and start exploring my data right away.

Patrick Rafferty: This is what the sample data one thing to note here if I go over to the data tab and I want to see, and I want to actually say well that's great that in quarter gave me a sample data.

Patrick Rafferty: I want to now go ahead and use my own data, this is the same kind of concept that anyone has pulled salesforce data before should be really familiar with and really understand.

Patrick Rafferty: You use a username and password and then you generate a token from your salesforce.

Patrick Rafferty: console that you use to connect out to this to this particular instance in court is giving you this out of the box with the blueprint itself but, obviously, the first thing you'd probably want to do is go ahead and start to configure that from scratch.

Patrick Rafferty: While this is loading, I can still kind of go in and see what encoding gives me out of the box so salesforce is a very highly customized system.

Patrick Rafferty: Very often, people are doing all kinds of things with it right they're adding custom objects that are deploying custom salesforce.

Patrick Rafferty: modules whole companies that have built their ecosystem around being part of salesforce so in quarter what we do is we basically say well we're going to give you the core.

Patrick Rafferty: The core objects that everyone knows about everyone understands right so we're going to go ahead and say i'm going to give you.

Patrick Rafferty: Opportunities i'm gonna give you leads i'm going to give you contacts and quotes and all of that information that's all going to kind of come here, out of the box within quarter.

Patrick Rafferty: But what I really want to do is going to show you some of the riches and some of the things that we actually.

Patrick Rafferty: That we actually have here in terms of what we can bring to the table right out of the box.

Patrick Rafferty: So i'm going to go ahead and click on the content tab here in just a second, but before I do.

Patrick Rafferty: What I like to do here is just going to give you a detail into the blueprint so i'm going to go ahead and click this diagram.

Patrick Rafferty: over here on the diagram view, this is the start of what that blueprint looks like, not only are we bringing all that data over from salesforce and we give you an easy way to do it.

Patrick Rafferty: we've actually already linked all these tables together and giving you a er diagram of how everything kind of looks opportunities that tied to accounts accounts, the tide of users.

Patrick Rafferty: Tasks events campaign members contacts, all this richness is here and kind of available to you.

Patrick Rafferty: For the power user for the business user who may or may not understand exactly how all these things fit together we give you these business views these these semantic views of the data so that I can go ahead and look at.

Patrick Rafferty: Individual slices curated pieces of information across all of these blueprints design my own dashboards and then obviously like I just mentioned.

Patrick Rafferty: You have the dashboards themselves, you have the ability to look at these dashboards.

Patrick Rafferty: In court as blueprints are typically really well documented, so we don't want to leave you in the lurch and say here's a bunch of dashboards and we're going to drop them on to you from a great height, we want to explain things to you.

Patrick Rafferty: Maybe we're overexplaining and some of these cases, a lot of Just about everyone understand salesforce these days, but you do have that capability here where we're going and we're.

Patrick Rafferty: Explaining all these things to you so i'm kind of walking you through and talking you through this, but this isn't a thing, where you need to kind of.

Patrick Rafferty: Remember, all this information or you're stuck you're always able to refer back to this this this piece of content, right here in and of itself is a dashboard that's part of the salesforce COM blueprint.

Patrick Rafferty: So anyway, without further ado i'm gonna go ahead and start clicking into these.

Patrick Rafferty: into these dashboards and kind of show you what you get out of the box.

Patrick Rafferty: And so, really, what we're trying to do here is give you coverage help you understand help you get out that get the data that you want to see out of these systems in a very easily and very customizable kind of way.

Patrick Rafferty: Show me opportunities that are wondering last show them to me over time show me the amounts that were in play show me how my bookings are looking like and commit versus upside versus best case, depending on how you're on how you're running your.

Patrick Rafferty: Your business here and everything that you see here is kind of done in the in quarter way.

Patrick Rafferty: Everything that's on screen is clickable I can drill into different pieces of information, I want to go and filter by month year I can look at just a single month.

Patrick Rafferty: scroll down and see all of my information my total bookings my opportunities my one last count i've got full capabilities in terms of what I want to be able to do there.

Patrick Rafferty: If I want to go ahead and see a specific opportunity see down to the detailed down to the transactional level, you can always do that within quarter everything here is designed to be.

Patrick Rafferty: is designed to be clickable and understandable The other thing that's really cool that we do here was you also give you the ability to go out to salesforce itself.

Patrick Rafferty: it's cool that I can see all of this individual detail that it's open that have a 50% probability of closing and a $9.5 million opportunity, but I also have the ability to go out and actually click out and go into salesforce itself and go ahead and look at what that might look like.

Patrick Rafferty: So fully integrated and fully able to kind of be be used in a variety of different ways by an end user, so I can click on that it's going to go ahead and bring me into salesforce already kind of launched in to a particular activity, particularly opportunity, all the way over on the salesforce.

Patrick Rafferty: Finally, the other piece here is, I want to kind of get to I like to kind of get to netsuite as well, so salesforce we've got schemas we've got business schemas we've got lots of information here.

Patrick Rafferty: Related to that now, the one thing we do want to do here is also kind of get into the salesforce system, so when I deployed salesforce just like with just sorry my have deployed netsuite just like with salesforce.

Patrick Rafferty: I have a bunch of content kind of coming from that from that sample data so right now it's still loading here this the transactions that I have.

Patrick Rafferty: should be loading here in just about a second in terms of being able to be completely done with the with the actual data itself and i'll be able to kind of look at the statistics, but just like salesforce.

Patrick Rafferty: i'm going to have a very, very concise and very easy way to see how all these things fit together how my transactions are linked to vendors to customers to payment terms.

Patrick Rafferty: out to different addresses and locations and subsidiaries essentially all the core salesforce.

Patrick Rafferty: although of course salesforce information that you might want to use to build out these these analytics and these reports.

Patrick Rafferty: is going to be available to you as a front end user, and when I talk about how easy it is to integrate systems together if I have the same account in salesforce and the same account.

Patrick Rafferty: In netsuite I can actually come in here and go ahead and bring these tables and together, I want to go ahead and link in my transactions, for example.

Patrick Rafferty: In netsuite and I want to go ahead and use say an external reference number to go ahead and link out to salesforce.

Patrick Rafferty: I have the ability to model this data really quickly and really easily and create a unified blueprint that composes the data across those two different systems incredibly powerful to do and very easy to do.

Patrick Rafferty: The other thing to note here is that a lot of times you might not have a direct link between these two systems, especially when you talk about things like.

Patrick Rafferty: si P and Oracle or SAP and netsuite or something like that so encode it also gives you the ability to augment and enrich your data so that you're able to make those links in those associations across multiple systems.

Patrick Rafferty: So just while I was talking there, I believe the netsuite the netsuite schema finished loading the transaction schemas done.

Patrick Rafferty: I go back over to content, now I can do the same kind of experience here go into netsuite click into my.

Patrick Rafferty: into my details here, you know, look at my chart of accounts look at my entities do all kinds of different information, but really what I might want to do here is just kind of start with a revenue summary so start with.

Patrick Rafferty: You know top line where Am I getting money from and that speed, by which customers who are my biggest customers what items are they buying what are they actually.

Patrick Rafferty: You know what are they actually purchasing from my company and then be able to kind of drill down into this extremely quickly and really easily So you can see here, just as a top level.

Patrick Rafferty: executive dashboard and, similarly to salesforce we're kind of giving you a flavor of all the information we have available to us and what we find here is when we deploy this with customers.

Patrick Rafferty: This process takes you know just basically an hour two hours, depending on how much data they have and how much configuration, we need to do.

Patrick Rafferty: But the idea is right away we're landing and these customers they see here, those are their top customers these regions where they sell their products to.

Patrick Rafferty: These are their top regions and now it's just a matter of going and saying all right, well, what are the things that are most important to you as an organization, do you guys do a lot of.

Patrick Rafferty: Compensation by sales REP I need to be able to track who's actually selling these deals if sale we've got a visualization for that.

Patrick Rafferty: If you're not really concerned about that maybe you just sell all your products on the web you're you're an online storefront.

Patrick Rafferty: Maybe you get rid of something like this and you focus on kind of a customer segmentation or a customer drill down and just like we saw with the salesforce blueprint.

Patrick Rafferty: down to the transaction level every single time if we want to link back into netsuite itself, you have the capability here to to do that as well, so it can kind of go all the way deep and all the way down to the bottom of a specific system.

Patrick Rafferty: As well as go across systems and be able to see that type of information.

Patrick Rafferty: And everything and in quarter here, we want to be able to show you the same data from lots of different lenses from lots of different angles.

Patrick Rafferty: So you can look at this by product by item, you can look at it by location and you still get the same very, very fast.

Patrick Rafferty: very rich experience when it comes to actually going in and and segmenting your data and be able to filter and slice and dice your data by really anything that you see on screen here.

Patrick Rafferty: So we have about 10 minutes to go here with a pause and we'll go ahead and look at the chat here, Joe if there's anything that's kind of in the in the chef I want to kind of look at.

Joe Miller: Patrick we did have one question come in, and that was the question was which I users have been created, initially, and will others be created with the installation of the blueprint.

Patrick Rafferty: So I am being.

Joe Miller: not specified here.

Joe Miller: Okay i'll wait for.

Joe Miller: The chat outcome in and clarify.

Joe Miller: In quarter analytics users have been created initially.

Patrick Rafferty: yeah so so really good question, this is actually sort of independent of the blueprint itself, if you will.

Patrick Rafferty: we're going to give you an admin and then we're also going to give you a an eminent and quarter.com and then we're also going to give you a.

Patrick Rafferty: Personal login here really what you get out of the box here is these groups enrolls you always get all the inquirer roles that you'd always get and then we create some groups related to who can do what.

Patrick Rafferty: That you're able to drop individuals and then from there you have the ability to invite additional users to the platform and.

Patrick Rafferty: Give them certain rights and responsibilities so very often, what are the emotions that we do as part of this with a customer is we split up the instance we get it can help them get it connected, and let me say all right well you know hey john or hey Joe you're the administrator.

Patrick Rafferty: anyone else you want to bring in from the business side from the tech side, and we can go ahead and for a tech person.

Patrick Rafferty: come in, make them a schema admin give them the ability to create data sets and explore the data sets we have available.

Patrick Rafferty: And then maybe you have some power users here or where maybe they're not bringing their own data to the party, but we give them full access into the business schema into the semantic tier so they can see how much is here and see actually how they can go and.

Patrick Rafferty: bring in data across a wide variety of operations and business schemas here that they can use to build out these.

Patrick Rafferty: These types of visualizations and again what's really cool about the business schema give them one single look at the data a curated look at the data that goes across lots of different.

Patrick Rafferty: Fields lots of different calculations, so they don't have to worry about that the ship state comes from the transaction address and the amount comes from transaction lines and the currency comes from a different table.

Patrick Rafferty: Give them one curated view to bring together and start to analyze transaction data and give them a quick and easy way of doing that and analyzing that down to the transaction level.

Joe Miller: Another question come in, Patrick.

Joe Miller: Sure, will users with different roles do the portal differently with different layout and functional modules.

Patrick Rafferty: Absolutely, so a person who is a.

Patrick Rafferty: Who is one of those power users they're not going to be able to schedule the loans or anything like that they're not going to be able to.

Patrick Rafferty: connect up brand new data sources, but they will have likely full access to all the dashboards and all the blueprints here.

Patrick Rafferty: I can also do this manually so everything in quarter is based on kind of a system of least privilege so every dashboard if I create a brand new dashboard a whole set of folders the only person who's going to be able to see that dashboard by default is the user that i'm logged in as.

Patrick Rafferty: Until I go ahead and share it with an individual user.

Patrick Rafferty: or with a group of users, for example, I can go ahead and do that you know I want to go and share this with the craters group great everyone who's in the craters group is now going to be able to see this dashboard.

Patrick Rafferty: Or maybe edit this dashboard or they can also share this dashboard give them those capabilities and that goes across the board so dashboards.

Patrick Rafferty: schemas you create data sources you create are all based in that least privilege and depending on the role.

Patrick Rafferty: That i've assigned to that user and those groups there'll be able to do different things for most in quarter customers, the most common.

Patrick Rafferty: role is a user role these people are going to look at dashboards they can slice and dice to their heart's content they're not going to be able to bring their own data and they're not gonna be able to create their own schemas or deploy blueprints.

Patrick Rafferty: You do have analyzers and power users who are able to create their own dashboards and and explore the business schemas and make changes to that.

Patrick Rafferty: And then, all the way through to like an IT super administrator who is bringing new data into the platform connecting it up and making it available to your.

Patrick Rafferty: to your end users next person can be a super admin that can be a really solid data engineer where however you kind of decide to run your organization full capabilities to to segment out those those responsibilities.

Joe Miller: Another question just came in, will the audit logs show the changes of user roles.

Patrick Rafferty: yeah 100% and will it will show you that i'll show you when permissions are revoked from certain objects they'll show you when they're granted to certain objects.

Patrick Rafferty: it'll show you all that information related to security it'll also show you folks who have made changes if someone makes a change adds a brand new.

Patrick Rafferty: table to your salesforce schema and it turns out, they did it wrong they made a mistake and now your salesforce load fails, you can go exactly down to that person and say.

Patrick Rafferty: You know hey what's going on here, why is this what is this table, what are you doing to me here well i'm trying to do this data analysis, you have that capability it's all in there and all in those.

Patrick Rafferty: Those metadata dashboards as well as performance monitoring as well, you want to understand if.

Patrick Rafferty: You want to go and look and see that the average load time of a dashboard is point seven seconds and maybe it goes down 2.5 seconds, you want to know why something changed, you have the ability to to see that and track that over time.

Joe Miller: Great I think that's all the questions i've seen so far.

Patrick Rafferty: Okay i'm going to pivot back into the.

Patrick Rafferty: End of the presentation, but to let me know if.

Patrick Rafferty: If any more come up.

Patrick Rafferty: looks like maybe one just came it came in Joe.

Joe Miller: Yes, thank you, is there any data security broaden out of the box for the Oracle EBS blueprints to limit access to what users can see similar to the source application.

Patrick Rafferty: So great question.

Patrick Rafferty: The the quarter platform and the blueprints fully support this concept.

Patrick Rafferty: The blueprints that we deploy onto the cloud we've actually removed our row level security from those just to kind of enable folks to have a better experience when they're looking at that data.

Patrick Rafferty: If you need that if you if that's part of your scenario you're saying hey i'm going to connect this up, but I want to make sure that.

Patrick Rafferty: These six users can only see what they're supposed to see, we can bring that to bear on to the problem as well we're trying to keep it simple for folks to kind of get spun up on the platform, but when you do a real life implementation.

Patrick Rafferty: Or if it's part of your needs for an inquiry evaluation we have all that logic built into our built into a version of our blueprints so that you can still get that kind of capability.

Joe Miller: Good well i'll pick it up here before we just close out the end of the.

Joe Miller: session so.

Joe Miller: For those of you who have gone to Community dot and quarter calm in the last 24 hours may have noticed some changes i'm happy to announce that we've.

Joe Miller: relaunched a brand new shiny community with this Community I think what we really want to emphasize is we, as an organization are doubling down our focus on making sure that we are supporting.

Joe Miller: Our customers members and users to the best of our ability and we wanted to bring in the platform that would.

Joe Miller: help both our Community members communicate better across the platform, as well as allow us from a quarter perspective hear the voices of those who are interacting in our Community, more so.

Joe Miller: Within the last 24 hours we're excited to say that we've already picked up 100 members.

Joe Miller: you'll find Patrick on that Community you'll find myself on that Community you'll find our chief customer officer Greg on that Community so.

Joe Miller: If you haven't checked it out, I would recommend that you go out there and register for an account today when you go there, you can see that we have ported over our knowledge base.

Joe Miller: we've built up some peer to peer discussions and redefined on how we want those organized or how we think they should be organized.

Joe Miller: And also included some learning events so after this session will be also posting a recording of what happened here today.

Joe Miller: over to the events section of our Community, so you can play it back if you want to rewatch it at a later time.

Joe Miller: So please go ahead and check that out again community in core calm and I also emphasize that it is in its infancy, it is only 24 hours old So if you.

Joe Miller: Have any feedback for us, we are all yours, and you can reach out to myself at Community at encoding calm or Joe miller@concordia.com.

Joe Miller: With that, I think that will conclude our session for the day I really want to share my thanks to Patrick for showcasing blueprints and for everyone, showing up giving it their attention and having some great questions with that we're going to close the session, thank you, everybody.