Attachment 1 Technical Requirements Overview Hennepin County Reporting tools include Cognos BI 10.2 and Cognos Budget/Planning 10.1.1, PS Query and SQR. Cognos uses a separate Development / Test / Production environments for both BI and Planning. (See the Cognos Servers Architectural Diagram four pages - at the end of these Technical Requirements.) The primary focus of this RFP is the APEX/IBM Cognos reporting tool-set. Our current report process involves making copies of base PeopleSoft production tables and extracting needed data from the HCM, FIN & Budgeting applications in order to produce reports for Finance, Accounting and Human Resources. We have separate environments for reporting purposes and build custom reporting tables via SQL scripts and PL/SQL stored procedures to address specific business requirements. We move data, make all updates & modifications, etc. in these environments. We have used SSIS to create our current stored procedures request that SSIS to be used as the ETL tool when building the PeopleSoft Reporting Data Warehouse so that maintenance can be easily transferred within the current reporting team. We also ask for any ETL development recommendations that will fully take advantage of the Exadata appliance on which the data warehouse will ultimately reside. The current process has allowed us to meet basic reporting needs for the past several years but has also presented us with challenges that make it an unfavorable long-term reporting strategy: 1. It is difficult to manage the constant SP updates that are necessary to create new reports. The more reports we deliver, the more manual maintenance it takes for upkeep. The PeopleSoft Reporting Data Warehouse solution will need to encompass a large scope of data which will translate to ease of development when it comes to accommodating broad report requirements. 2. Developing and storing consistent metadata is a challenge. The PeopleSoft Reporting Data Warehouse solution should allow for regular & consistent metadata storage. 3. We currently do not have an easy way to incorporate data from other sources into our reporting process. The PeopleSoft Reporting Data Warehouse should allow for additional data to be added from multiple disparate data sources so they are accessible in & reportable from a common place. 4. Many calculations (e.g. averages, roll-up totals, etc.) that users want to see are not present directly within the database. We do the heavy lifting in the SP to avoid high run-time in the reports. Currently, we have SPs with run-times of 3-5 hours. The PeopleSoft Reporting Data Warehouse should give us the capability to create & store calculations at every level. 5. We run into reporting difficulties when PeopleSoft modules don t communicate well with each other. Using Project Costing reporting as an example: we are easily able to pull summarized information straight from GL tables, but the detailed transaction data desired for Balance Sheet reporting isn t held in GL (or PC) - it s stored in each individual modules: AP, AR, BI, Grants, etc and then summarized in GL.
The PeopleSoft Reporting Data Warehouse solution will need to encompass a large scope of data which will translate to ease of development when it comes to accommodating broad report requirements. PeopleSoft Infrastructure The County is currently performing a HCM/ELM maintenance update to Bundle 16, which is scheduled to be complete by September 2015. Oracle PeopleSoft HCM / ELM v. 9.1 (as of 2012) * Oracle PeopleTools HCM/ELM: Tools HCM 8.54 2016 Oracle PeopleSoft HCM/ELM v9.2 upgrade (estimated completion Sept 2016) * Oracle PeopleTools HCM/ELM: Tools HCM 8.54 Oracle PeopleSoft FSCM v. 9.2 * Oracle PeopleTools FSCM/Portal: Tools FSCM/Portal 8.54 Other Relevant Infrastructure: Oracle RDMS v11.2 * Linux SLES 11 database server: database servers are at SUSE Linux Enterprise server 10 * Linux SLES 11 application/batch server * Linux SLES 11 web server * Windows 2008 R2 batch server All Servers are virtual except the database servers which are physical. The County expects that new HCM / ELM environments will be on Oracle v.12c on Exadata for the upgrade. The plan is to move all environments into the Oracle Exadata platform v.12c. The combined HCM / ELM production database is approximately 288xxxg (HCM = 269g; ELM = 19g). Performance monitoring tools the County uses include: * Quest Performance Analysis * Toad * Oracle Grid Control The County is looking to implement the following modules into the PeopleSoft Reporting Data Warehouse: First: - General Ledger - Commitment Control (KK) - Expenses - Project Costing - Contracts - Grants Page 2 of 6
Then: - Accts Receivable - Accounts Payable - Billing Carla - Purchasing/eProcurement - Treasury/Cash Management HCM: - Time & Labor - Payroll - Benefit Administration - eperformance - ELM The County would like a comprehensive set of standard financial and human resource reports that provides both summary and detail information and incorporates drilldown functionality to and from appropriate modules (see example 5 above). We are open to an out-of-the box vendor solution but require one that is flexible enough allow for integration or absorption of the County s current report catalog. Currently the number of Cognos reports that would need recreation or absorption are as follows: There will likely be additional reports identified. The above account needs to be reviewed to streamline and optimize our inventory, offering recommendations to enhance usability, incorporate flexibility in formatting and easily identify the use of prompt parameters (e.g. fund / department / project / account code combinations) to maximize functionality and scope so as to reduce repetitive report production and Page 3 of 6
enable ongoing development of new reporting capability. Please offer examples of how reporting libraries will be evaluated for efficiencies in the RFP. Requirements The County is looking to select a consultant to help implement this project. Consultant responsibilities and deliverables would include, but not be limited to: Propose a project methodology for meeting project end goals Propose an approach and estimated timeline for meeting County goals by requested module (identified on p. 2-3, Attachment 1). Leadership of fit-gap and requirement gathering meetings and subsequent documentation deliverables including but not limited to: Project plans, source/target documentation, report specification, testing plans and verification notes, data models and mapping documentation. Provide PeopleSoft data expertise in assessment of the County s reporting needs and strategy so as to develop the most efficient and robust reporting data warehouse architecture. Propose an approach that optimizes use of the County s current ETL tool (SSIS) and already in-use report inventories Assurance that the PeopleSoft Reporting Data Warehouse will allow for the integration of external sources. Propose an approach for your process of adding sources external to PeopleSoft should you be requested to do so, (e.g. the County owns System Innovators inovah Point of Sale system the data will be added to the warehouse at an as yet undetermined time). Build functional/technical specifications documents for the reports Create the reporting data source as needed Create reports included in the existing reporting inventory, using the current County reporting toolset Unit test any data transfer and reporting Provide assistance with system testing, integration testing and user acceptance testing as needed Utilize and deliver no proprietary technology. Create a flexible solution so that ongoing support and maintenance of the PeopleSoft Reporting Data Warehouse solution and all reporting dependencies can be fully supported by internal County resources upon completion of each agreed-upon project segment. Assist the County with solution migration Dev -> Test -> Prod Assist in Perform training and knowledge transfer with County employees as directed Please provide detailed responses to how you can assist with the above areas of responsibilities. Additional notes: The County will be upgrading from HCM 9.1 to 9.2 with estimated completion in Sept. 2016. We will have a 9.2 TEST system available prior to that time. It is the County s requirement to have the data warehouse created and running on an Oracle database version 12c on Exadata. Since SSIS is our ETL tool of choice, we ask for any architecture recommendations that will fully take advantage of the Exadata appliance. Page 4 of 6
Proposer Qualifications and References The Proposer must include a list of at least three (3) clients preferably with public sector organizations comparable in size and complexity to the County for whom the Proposer has developed PeopleSoft-based data warehouse implementation services that are the same or similar to those services proposed in this RFP. The summary must include at minimum three references with the following information: a) Client contact name, title, address, current and direct phone number, and email. b) Description of the size and complexity of the development effort / implementation. c) Budget, project duration, and implementation date d) Description of whether the project was completed on time and on budget or not. Please note that the County may contact each client for a reference interview. As a result, please notify all references submitted that Hennepin County may be contacting them. The County s Project Team for the PeopleSoft Reporting Data Warehouse Project includes the following: County Staffing for the PeopleSoft Reporting Data Warehouse: Project Manager: The County plans to provide its own project manager who will have primary responsibility for the overall project and seeing that deliverables are achieved. The Proposer s project manager will partner with the County s project manager. Functional: The County has 6-8 dedicated functional business analysts who support the following Finance modules: General Ledger Commitment Control (KK) Expenses Page 5 of 6
Project Costing Contracts Grants Accts Receivable Accounts Payable Billing Carla Purchasing/eProcurement Treasury/Cash Management The County has 6-8 dedicated functional business analysts who support the following Human Capital Management modules: Time & Labor Payroll Benefit Administration eperformance ELM Position Management These resources will still need to cover their normal day-to-day operational duties. We anticipate that 30-40% of their time will be able to be devoted to the upgrade project. Cognos Reporting: The County has a five person unit dedicated to the Cognos BI and Cognos Planning systems: A supervisor, two administrators and 2 report developers. This will be the primary work unit and the team responsible for maintaining the reporting warehouse upon completion of the project. Database Administration assistance will be required to update Peoplesoft > Cognos interfaces. Technical: The County has the following resources available for the project: System Administrators 1.0 FTE Database Administrators 1.0 FTE These resources will still need to cover their normal day-to-day operational duties. We anticipate that 20-30% of their time will be able to be devoted to the upgrade project. Depending on the need, the County also has Finance developers to assist with the project. As with the functional resources, day-to-day operational duties will also need to be covered, but we anticipate that the technical resources will be available for the upgrade project for a higher percentage of time than the functional staff. Attachment -> Cognos Servers Architectural Diagram EA Diagrams - 20150419.pdf Page 6 of 6