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Monday, July 09, 2007

Grey Sparling Excel Add-in for PeopleSoft

Well, it's official. We've expanded our add-in to provide lots of cool new features for excel output in PeopleSoft.

It's always interesting to see how one of your products gets used at a customer site and the value of it. When we added query features to the product, we knew they were cool (otherwise, why would you spend the time, right?). What we didn't realize how much it could change the way people use PeopleSoft.

What do you mean?

Well, we recently did some travelling to spend some time looking at how customers were using the new features of the product, and here's what we found.

  • Requests for new Reports went to near zero.
  • End-users were able to cut the time the spent looking for information in half.

Although we realized there would be some impact here, the numbers were surprising. However, this is merely an aspect of scale and is limited to the aspect of reporting. What really surprised us is how the feature of drilling to pages from queries changed the way end-users utilized PeopleSoft.

  • End-users used queries in place of PeopleSoft search pages in the application, because the queries gave them a more efficient list of items to work.
  • End-users also used our Excel drill menu in place of the PeopleSoft menus wherever possible because it allowed them to get to pages more quickly than using the PeopleSoft-delivered navigation (with the added bonus of passing the context from where they were)

And, finally the metrics: Some end-users at one customer were almost 50% more productive with these features because so much of the time spent using PeopleSoft for them was navigating to pages and finding the list of items that they needed to work. Bringing it all together and streamlining the navigation made a dramatic impact for them (and gave them the additional time to tackle other projects that had been languishing).

Want to learn more?

You can learn more about the product here. In addition, we've put together a flash demo that shows it in action.

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2Comments:

At 4:09 AM, July 13, 2007, Blogger Graham said...

Nice add-on! Have you given any thought to how you can deploy the Excel add-on itself to all users? What form does the add-on take?

Graham

 
At 11:33 AM, July 13, 2007, Blogger Larry Grey said...

Thanks Graham,

The product itself is a standard excel add-in. Once you determine whether you want to put the add-in on a file share, or directly on the end-user's computer, you can have a login script load the registry setting directly on the computer.

Below is an example of the contents of a .reg file that registers the add-in when installed locally on your computer using Office 2003, (with this version, the registry settings are under the number 11.0).

Windows Registry Editor Version 5.00

[HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Excel\Options]
"OPEN"="\"C:\\Documents and Settings\\Larry Grey\\My Documents\\LocalDemo\\GSNvsDrill.xla\""

The following website does a pretty good job of explaining how this all works (prior to discussing a tool the poster evaluated).
http://www.jkp-ads.com/articles/AddinsAndSetupFactory.asp

The installer included in the Grey Sparling product will automate the installation for a single workstation. For wide deployment, you'll want to use a script that loads the registry settings direcly (which is as easy as running a shell script, such as: regedit c:MyAddinRegSettings.reg)

 

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