ADSPO13-043465-Amendment_1_Exhibit_D_-_19b_CGI_Appendix_I_General_and_Technical_Requirements.pdf
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- Attached to
- Master Agreement AZ|ADSPO13-043465
- Contract number
- ADSPO13-043465
- Issued by
- Arizona
About this file
This document is a technical requirements specification from CGI for the State of Arizona, specifically Amendment One to Solicitation No. ADSP013-00001953, dated October 15, 2013. The document details the technical specifications for an Enterprise Resource Planning (ERP) system called Advantage ERP, with associated business intelligence and reporting tools called infoAdvantage. The specification is a comprehensive review of system requirements across multiple technical domains including user interface, workflow, security, reporting, data warehouse functionality, networking, and system architecture.
The contract covers an integrated ERP solution with capabilities spanning financial management, reporting, data integration, job scheduling, archiving, and hosted/software-as-a-service deployment. The solution includes robust features such as role-based security, single sign-on, workflow management, and the ability to support multiple environments (production, testing, development). The system supports various technical standards, provides extensive customization options, and can operate across multiple platforms including Windows, Linux, and different database systems like SQL Server, Oracle, and DB2. The proposed solution emphasizes scalability, performance (with transaction processing times of 1-3 seconds), high availability (99.9% uptime), and comprehensive security measures compliant with various federal and state regulations.
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CGI Response to the State of Arizona - Amendement One Sol. No.: ADSP013-00001953 October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-1
Statement
ID
KP Module Statement Support Source Narrative
90001 General System
User Interface Utilizes a consistent user interface across all ERP system components including: User definable hot keys.
MR - Meets Advantage ERP
90002 General System
User Interface Utilizes a consistent user interface across all ERP system components including: Screen naming functions.
MR - Meets Advantage ERP
90003 General System
User Interface Utilizes a consistent user interface across all ERP system components including:
Navigation patterns.
MR - Meets Advantage ERP
90004 General System
User Interface Utilizes a consistent user interface across all ERP system components including:
Consistent use of controls.
MR - Meets Advantage Administration
90005 General System
User Interface Utilizes a consistent user interface across all ERP system components including: Online help.
MR - Meets Advantage ERP
90006 General System
User Interface Utilizes a consistent user interface across all ERP system components including: Menus (as defined by the user's security profile).
MR - Meets Advantage ERP
90007 General System
User Interface Ensures messages appear in a consistent format across all system functions for both batch and online processing.
MR - Meets Advantage Administration
90008 General System
User Interface Allows manual entry as well as provide online, contextually valid drop-down lists of all valid values for each validated field.
MR - Meets Advantage ERP This functionality is supported via drop-down pick lists.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-2
Statement
ID
KP Module Statement Support Source Narrative
90009 General System
User Interface
Drop-down lists only show values based on the user's security role. For example, where appropriate, users should only be able to select from chart of account values used within their division.
MR - Meets Advantage Administration
This functionality is supported via drop-down pick lists.
90010 General System
User Interface Provides immediate transfer of values from "pop up" tables to the appropriate field when selected.
MR - Meets Advantage ERP This functionality is supported via drop-down pick lists.
90011 General System
User Interface Allows user to access other input screens and modules without backing out of menus or menu paths.
MR - Meets Advantage ERP
Users navigate Advantage ERP modules in a seamless manner. In some cases a separate screen will be spawned to display for example Business Intelligence.
90012 General System
User Interface Allows navigation between multiple, related input screens without losing information input on the original (or header) screen.
MR - Meets Advantage ERP
90013 General System
User Interface Allows the user to move backward within a menu structure without losing data.
MR - Meets Advantage ERP
90014 General System
User Interface Allows user to open multiple screens/windows simultaneously.
MR - Meets Advantage ERP
90015 General System
User Interface Allows a user to cancel transaction and/or exit any document or screen without saving changes.
MR - Meets Advantage ERP
90016 General System
User Interface Supports cut and paste for copying data between windows.
MR - Meets Advantage ERP
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-3
Statement
ID
KP Module Statement Support Source Narrative
90017 General System
Functions and Features
Supports the importing/exporting of data to and from Microsoft Office.
MR - Meets Advantage ERP
Many areas of the system allow export or import of data to and from Microsoft Excel. Additionally, data can be exported in csv and xml formats using system utilities.
90018 General System
Functions and Features
Supports the importing/exporting of data to and from Open Office.
MR - Meets Advantage ERP
Many areas of the system allow export or import of data to and from Microsoft Excel. Additionally, data can be exported in csv and xml formats using system utilities.
90019 General System
Functions and Features
Allows automatic system numbering or user-defined numbering (with reserved ranges or specific numbers).
MR - Meets Advantage ERP
90020 General System
Functions and Features
Prevents duplicate document numbers or reference numbers based on user-specified criteria.
MR - Meets Advantage ERP Document numbers, either numbered automatically or manually, need to be unique in the system.
90021 General System
Functions and Features
Supports the use of alphanumeric characters for documents (e.g., journal entry) and other references (e.g., vendor, customer).
MR - Meets Advantage ERP Documents provide a document type as well as a document number.
90022 General System
Functions and Features
Allows any master record or validation table entry to be activated or inactivated.
MR - Meets Advantage ERP
90023 General System
Functions and Features
Provides for wildcard or partial searches. MR - Meets Advantage ERP
90024 General System
Functions and Features
Defaults values for one field based on the value of another field according to user-defined business rules.
MR - Meets Advantage ERP System provides for the ability to infer data, based on data entered in another field.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-4
Statement
ID
KP Module Statement Support Source Narrative
90025 General System
Functions and Features
Allows overriding of system or user-defined defaults with proper security based on business rules with audit trail within individual ERP functions.
MR - Meets Advantage Administration
90026 General System
Functions and Features
Allows alerts to be tied to any transaction based on user defined criteria.
MR - Meets Advantage Administration
Alerting capability is primarily met through workflow processing. Each document can be subject to workflow in Advantage. Workflow can be information only in nature as well, where user(s) is not expected to approve or deny transactions.
90027 General System
Functions and Features
Allows for descriptions on all transactions. MR - Meets Advantage ERP
Descriptions can be provided in designated fields on a document, or through optional comments and attachments.
90028 General System
Functions and Features
Provides spell check capability. MR - Meets Infrastructure
Spell check capability is available through Advantage Performance Budgeting for specific text fields. Spell check capability is also available through Mozilla Firefox ESR, supported web browser.
90029 General System
Functions and Features
Supports text formatting in the system (i.e., the ability to support mixed case letters, word wrap, line wrap, character count when there is a limit, etc.)
MR - Meets Advantage ERP Rich text formatting is available on reports and published documents, such as Budget Book.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-5
Statement
ID
KP Module Statement Support Source Narrative
90030 General System
Functions and Features
Supports the definition and use of agency-specific data fields (user-defined or specific system fields based on user-defined business rules).
MR - Meets Advantage Administration
Agencies can use specific fields to address their own business requirements as long as they do so in a consistent manner across the system.
90031 General System
Functions and Features
Provides ability to add, edit, and delete data validation and other business rules.
MR - Meets Advantage ERP
Certain data validation rules are configurable, while others may require programmatic changes in the system.
Tools for both are provided with this proposal.
90032 General System
Functions and Features
Provides query features that support alternate field lookup; for instance, using vendor name to look up vendor number.
MR - Meets Advantage ERP
90033 General System
Functions and Features
Supports use of electronic signatures to initiate or approve a business event through authentication of the user to the System.
MR - Meets Advantage Administration
Documents in Advantage provide a source of electronic signatures, from data entry to workflow related events.
Additional rich and configurable audit log functionality also exists in the system.
90034 General System
Functions and Features
Supports mass changes to defined groups of transactions or data .
MR - Meets Advantage ERP
Mass changes can be implemented in several different ways, one of which is by exporting data to Excel, making a mass change and importing data back into the system.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-6
Statement
ID
KP Module Statement Support Source Narrative
90035 General System
Functions and Features
Provides an audit trail of notes entered on a document / transaction / master record into the System including at a minimum User ID, timestamp, and note text.
MR - Meets Advantage Administration
Document comments, document versions, Audit Logging are all supported functions.
90036 General System
Functions and Features
Prevents unauthorized users from editing notes once saved.
MR - Meets Advantage Administration
Document comments cannot be edited.
90037 General System
Functions and Features
Supports creation of user-defined form letters or business forms.
MR - Meets infoAdvantage Advantage provides the capability to create form letters, be it dunning notices, or report-specific letters.
90038 General System
Functions and Features
Provides for automatic date and time stamping of all documents generated by the ERP system.
MR - Meets Advantage ERP
90039 General System
Functions and Features
Provides templates or shortcuts for recurring document entry or processing.
MR - Meets Advantage ERP
Document templates can contain varying amounts of default data, depending on business needs. Documents can also be scheduled to be generated into the future.
90040 General System
Functions and Features
Provides functionality to copy a document in order to create a new document of the same type.
MR - Meets Advantage ERP
90041 General System
Functions and Features
Supports multiple attachments in Microsoft Office, PDF and image file formats.
MR - Meets Advantage ERP Attachments are stored in their native binary format and can therefore be of any file type.
90042 General System
Functions and Features
Provides ability to print screen any screen or other output display in the system.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-7
Statement
ID
KP Module Statement Support Source Narrative
90043 General System
Functions and Features
Provides option to view and print a printer friendly version of each screen.
MR - Meets Advantage ERP
90044 General System
Functions and Features
Provides ability for users to direct output to a printer on demand.
MR - Meets Advantage ERP
In addition to the ability to print screens (per requirements 8003900 and 8004000), documents may be printed.
Many queries allow for downloading search results to Excel for review and printing. Additional high volume print jobs can be configured as batch jobs and sent to specific printers (e.g. check printing).
90045 General System
Functions and Features
Prevents transactions that reference a record in an "inactive" status, with the ability for an authorized user to override this restriction.
MR - Meets Advantage Administration
Transactions referencing “inactive” chart of account values will generally reject unless an authorized user overrides the error
90046 General System
Functions and Features
Provides messaging capability to allow the system administrator and/or other authorized users to broadcast messages to all system users.
MR - Meets Advantage Administration
90047 General System
Functions and Features
Allows broadcast messages to be tailored by agency or user roles/responsibilities.
MR - Meets Advantage Administration
System broadcast messages are system-wide and thus indiscriminate. Tailored Alert Messages can be sent to individual user IDs. Messages can also be sent to specific users with a link to a specific document, for example, or alternatively via non-approving workflow event to a user or a group.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-8
Statement
ID
KP Module Statement Support Source Narrative
90048 General System
Functions and Features
System provides the ability to have edit checking tables which at the State's option for certain functions can have agency specific values which are managed and maintained at the agency level.
MR - Meets Advantage Administration
90049 General System
Functions and Features
Perform transactions in real-time in the sense that online access will display the most current element value. As an example if a user changes the value of a data element on one screen, the newly changed data value will be shown if this same data element is displayed on the next screen in a sequence of screens required to complete a business transaction.
MR - Meets Advantage ERP Advantage can show reference data based on previously selected reference data.
90050 General System
Functions and Features
Edits all system input according to user defined business rules so that the rules are appropriately applied and data is validated at the time the data is being entered into the system either online or through a batch transaction.
MR - Meets Advantage ERP
90051 General System
Functions and Features
Utilizes effective-dated transactions and table updates with the ability to specify data edits by type of transaction.
MR - Meets Advantage ERP Many transaction documents in the system can be effective dated, or scheduled for future processing.
90052 General System
Functions and Features
Allows effective-dated transactions and table updates with future effective dates.
MR - Meets Advantage ERP Many transaction documents in the system can be effective dated, or scheduled for future processing.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-9
Statement
ID
KP Module Statement Support Source Narrative
90053 General System
Functions and Features
Ensures appropriate protection and masking of any fields designated as personally identifiable information with access restricted to authorized users by agency and role and responsibility.
MR - Meets Advantage Administration
Advantage provides a capability to mask sensitive data in the system and manage access to this data by utilizing its robust Role-based security model. Functionality requires proper system configuration.
90054 General System
Workflow Provides tools for modifying preconfigured work flows or developing new work flows.
MR - Meets Advantage Administration
Advantage provides a fully integrated web-based workflow management system which can be administered in both centralized and decentralized fashion without any programmatic activity.
90055 General System
Workflow Supports establishment of user defined rules based workflows for any system event or transaction.
MR - Meets Advantage Administration
Any document in Advantage can be processed through workflow. Even transactions imported from external systems can be.
90056 General System
Workflow
Provides dual (i.e., parallel) electronic routing of documents for approval and/or other tasks through workflow. This is to allow two users to review and approve a document simultaneously instead of the document being routed sequentially to each user.
MR - Meets Advantage Administration
90057 General System
Workflow
Allow users in the approval path to make changes to a document, when appropriate per business rules, without requiring the document be routed to the originator for updates.
MR - Meets Advantage Administration
While the originator will be notified of a rejected document, authorized users in the approval path may make necessary changes and resubmit the document.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-10
Statement
ID
KP Module Statement Support Source Narrative
90058 General System
Workflow
Provides ability to notify downstream users (i.e., both originator and other approvers) when an upstream approver makes changes to a document before approving the document.
PM - Partially Meets
Advantage Administration
Active/push notification is not provided to downstream approvers when a document is rejected by an upstream approver and modified. However, the originator and approvers that have already applied approvals will be notified when a document is rejected for modification. The document records the originator and the user that modified the document, and a full approval audit trail is logged and available to view from the document (e.g., for downstream approvers).
90059 General System
Workflow Supports routing of workflow to multiple destinations based on various user-defined criteria.
MR - Meets Advantage Administration
Documents can be sent for approval in parallel or serial fashion, based on a wide variety of configurable business rules.
90060 General System
Workflow
Allows workflow destination to be defined as specific users or a class of users within an agency or by using some other user-defined criteria.
MR - Meets Advantage Administration
Users as well as groups can be approvers.
90061 General System
Workflow Allows workflow destination to be defined as a queue that multiple users can access and work from.
MR - Meets Advantage Administration
90062 General System
Workflow Allows for copying/extending preconfigured workflows to meet specific State business requirements.
MR - Meets Advantage Administration
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-11
Statement
ID
KP Module Statement Support Source Narrative
90063 General System
Workflow Supports establishment of both State level and agency specific workflows for various business processes.
MR - Meets Advantage Administration
90064 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: Transaction code.
MR - Meets Advantage Administration
90065 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: Agency.
MR - Meets Advantage Administration
90066 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: User role.
MR - Meets Advantage Administration
Users are assigned Security Roles (that determine workflow/approval authorization) and Workflow Roles (used for approval routing, worklists/queues)
90067 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: User position within agency.
MR - Meets Advantage Administration
Users are assigned Security Roles (that determine workflow/approval authorization) and Workflow Roles (used for approval routing, worklists/queues)
90068 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: Dollar values (for example -transaction exceeds $25,000).
MR - Meets
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-12
Statement
ID
KP Module Statement Support Source Narrative
90069 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: Commodity code.
MR - Meets Advantage Administration
90070 General System
Workflow
Supports definition of workflow events based on user-defined criteria including but not limited to any combination of the following: Any Data Element within the Financial Data Classification Structure (i.e., Chart of Accounts).
MR - Meets Advantage Administration
90071 General System
Workflow Allows a document to follow one of multiple approval paths based on business rules.
MR - Meets Advantage Administration
90072 General System
Workflow Supports multiple levels of approvals for transactions based on profile security and other user-defined criteria.
MR - Meets Advantage Administration
Role-based workflow is supported and can be in linear and parallel fashion.
90073 General System
Workflow Allows users to attach notes to content items within the workflow and stores these notes with User ID and date/time stamp.
MR - Meets Advantage Administration
Approvers can provide comments to complement their actions.
90074 General System
Workflow Allows workflows to be designated as either 'informational' or 'action (such as approval) required'.
MR - Meets Advantage Administration
90075 General System
Workflow Ensures a transaction is not finalized until all required approval workflows are complete.
MR - Meets
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-13
Statement
ID
KP Module Statement Support Source Narrative
90076 General System
Workflow Provides an "inbox" within the ERP system for each user with workflow items to be reviewed.
MR - Meets Advantage Administration
90077 General System
Workflow Provides optional email notification of work flow items.
MR - Meets Advantage Administration
90078 General System
Workflow Allows a user to link to a work item within the ERP system from an email notification.
MR - Meets Advantage Administration
Email notification contains information on specifics of the work item, but not the URL link to a specific document. This feature is expected in release 3.10 which CGI anticipates installing in Arizona. Our answer applies to the current release.
90079 General System
Workflow Provides consistent workflow error handling that includes standard exception report data gathering to simplify troubleshooting.
MR - Meets Advantage Administration
90080 General System
Workflow Supports electronic signatures for approvals and rejections of workflows based on a user authenticating themselves to the system.
MR - Meets Advantage Administration
Electronic signatures based on user identity and date and time stamps are supported and available through Track Work In Progress functionality.
90081 General System
Workflow Tracks workflow approvals and rejections. MR - Meets Advantage Administration
Track Work In Progress functionality supports the ability to track workflow and approval rejections.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-14
Statement
ID
KP Module Statement Support Source Narrative
90082 General System
Workflow Supports various user-defined transaction statuses, including approved, rejected, pending, under consideration, etc.
MR - Meets Advantage Administration
System defined transaction statuses are supported.
90083 General System
Workflow Provides for the display of the status of items submitted to a workflow at any time.
MR - Meets Advantage Administration
90084 General System
Workflow
Notifies users automatically via email when items in their "inbox" have gone unprocessed for a user-defined period of time.
MR - Meets Advantage Administration
A report is used to determine aging of workflow items. The next release of Advantage, Release 3.10, will include time-triggered notifications for aging workflow items.
90085 General System
Workflow Allows delegation of approval authority to another user for a specified period of time (to cover vacations, etc.)
MR - Meets Advantage Administration
90086 General System
Workflow Allows reassignment of individual documents assigned to a user for review to another user.
MR - Meets Advantage Administration
90087 General System
Workflow
Allows mass reassignment of documents assigned to a user for review to other users (i.e., to handle the situation when a user transfers or leaves).
PM - Partially Meets
Advantage Administration
Workflow items routed to a group worklist/queue and 'taken' by a group member to be worked may be returned to the group worklist en masse for other users to work. Reassignment of workflow items to a different group worklist or another specific approver may be performed individually.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-15
Statement
ID
KP Module Statement Support Source Narrative
90088 General System
Workflow
Allows steps in the workflow to be bypassed by allowing approvers higher in the approval chain to approve transactions before the transaction is approved by a user who would normally be next in the workflow sequence.
MR - Meets Advantage Administration
Approvers may be given authority and access to approve a document at multiple levels. Approvals may be applied at multiple levels simultaneously by a user where approval routing is in parallel and an approver has both the authority and access to each level. But a higher level approval doesn't negate or bypass a lower level approval. On the flip side, many Advantage clients utilize an optional workflow setting to prevent a single user from being able to apply more than one approval even if they have authority at multiple levels.
90089 General System
Workflow
Supports the use of a "master approver" for each workflow who may approve a transaction at any time whether included in the normal workflow or not.
MR - Meets Advantage Administration
"Bypass Approvals" action allows the document to be processed to final without needing to go through the approval process.
90090 General System
Workflow
Allows attachment of external files in Microsoft Office and/or PDF format as additional documentation or notes to workflow events.
MR - Meets Advantage Administration
Attachments are added to documents prior to entering workflow processing.
Comments can be used throughout the workflow process to provide additional commentary.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-16
Statement
ID
KP Module Statement Support Source Narrative
90091 General System
Audit Trails
Provides audit trails that log user actions and can be viewed online or printed by the system administrator or other authorized users.
MR - Meets Advantage Administration
90092 General System
Audit Trails
Creates an audit record for all additions, changes or deletions to system records including recording the user or interface program making the modification and the date and time the record was modified.
MR - Meets Advantage Administration
90093 General System
Audit Trails Provides an audit trail for each interface program which shows: User ID.
MR - Meets Advantage Administration
90094 General System
Audit Trails Provides an audit trail for each interface program which shows: Agency user or program initiating an interface.
MR - Meets Advantage Administration
90095 General System
Audit Trails Provides an audit trail for each interface program which shows: Date and time of interface execution.
MR - Meets Advantage Administration
90096 General System
Audit Trails
Provides an audit trail for each interface program which shows: Completion status (e.g., Completed, Completed with Errors, Cancelled, Ended with Error).
MR - Meets Advantage Administration
90097 General System
Error Handling Provides a suspense file for rejected batch transactions.
MR - Meets Advantage ERP
90098 General System
Error Handling Allows an authorized user to delete rejected records from the suspense file.
MR - Meets
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-17
Statement
ID
KP Module Statement Support Source Narrative
90099 General System
Online Help Provides context sensitive, field level on-line help features for all screen elements, screen errors and error codes.
MR - Meets Advantage ERP
90100 General System
Online Help
Utilizes an online help feature which directs users either to a help screen specific to the field they are on if help is available for that field or to a help screen which is specific to the screen they are on if no field level help is available.
MR - Meets Advantage ERP
90101 General System
Online Help Provides online help that applies across screens (e.g., process oriented and navigation guides).
MR - Meets Advantage ERP
90102 General System
Online Help Allows customization of help files by authorized users.
MR - Meets Advantage ERP
90103 General System
Online Help Provides links to available computer based training (CBTs).
MR - Meets Advantage Toolkit
Certain areas of the system provide prerecorded video on how to perform common business tasks.
90104 General System
Reporting - General
Requirements
Provides sufficient core business reports generated by the operational systems to complete the 'day to day' business functions (e.g. check register, etc.).
MR - Meets infoAdvantage infoAdvantage provides over 155 baseline reports and dashboards across the ERP business areas/processes including check registers.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-18
Statement
ID
KP Module Statement Support Source Narrative
90105 General System
Reporting - General
Requirements
Provides report of the number of transactions processed by transaction type and user within a user-specified period of time.
MR - Meets infoAdvantage
The Document Catalog online inquiry allows a user to search for transactions by document type, by user, and by date or date range. An infoAdvantage report may be developed to show number of transactions processed by transaction type and user within a user-specified period of time.
90106 General System
Reporting - General
Requirements
Provides sufficient control reports to ensure the operational integrity of the ERP business operations (e.g. control totals, record counts, brought forward / carried forward totals, etc.).
MR - Meets infoAdvantage
Advantage delivers a series of operational integrity reports (e.g.
control totals, record counts) out of the box.
90107 General System
Reporting - General
Requirements
Supports standard federal and state government reporting requirements in all ERP functions covered by this RFP.
MR - Meets infoAdvantage
Several standard reporting requirements are addressed through delivered reports in both Advantage and infoAdvantage (e.g. CAFR reporting). infoAdvantage my also be used to address additional reporting needs, utilizing the infoAdvantage universes and business intelligence tools.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-19
Statement
ID
KP Module Statement Support Source Narrative
90108 General System
Reporting - General
Requirements
Provides pre-defined reports that are automatically generated (and made available on a report portal) by the operational system or data warehouse that meet the common needs of ERP system users and/or enhance / expand the usefulness of a business process (e.g., a list of customers that meet a specific criteria).
MR - Meets infoAdvantage infoAdvantage provides over 155 baseline reports across the ERP business areas/processes.
90109 General System
Reporting - General
Requirements
Provides self service reports and downloads that are either pre-defined and selected (pulled by the user) or created ad-hoc from a pre-populated user friendly database structure using report tools commonly associated with data warehousing methodologies.
MR - Meets infoAdvantage
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-20
Statement
ID
KP Module Statement Support Source Narrative
90110 General System
Reporting - General
Requirements
Provides interactive analysis capabilities that help decision makers use data, documents, knowledge, and analytical models to identify and solve problems.
MR - Meets infoAdvantage
The infoAdvantage Dashboard and the infoAdvantage application support analysis and forecasting capabilities. In addition, the infoAdvantage PB Universes are architected to work in conjunction with analytic and forecasting abilities of Advantage PB.
Any analysis created via the Advantage PB application can be reporting on and further analyzed within infoAdvantage.
In addition to Dashboard, Webintelligence provides intuitive drag and drop functionality to support interactive analysis.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-21
Statement
ID
KP Module Statement Support Source Narrative
90111 General System
Reporting - General
Requirements
Provides interactive analysis capabilities that help decision makers use communication technologies, such as notifications and mobile access, to identify and solve problems.
MR - Meets infoAdvantage
The infoAdvantage Dashboard and the infoAdvantage application support analysis and forecasting capabilities. In addition, the infoAdvantage PB Universes are architected to work in conjunction with analytic and forecasting abilities of Advantage PB.
Any analysis created via the Advantage PB application can be reported on and further analyzed within infoAdvantage.
WebIntelligence reports and Explorer information spaces are examples of business intelligence content that may be accessed from mobile device.
90112 General System
Reporting - General
Requirements
Provides key organizational performance data on a near real-time and integrated basis that provide managers with access to analytical systems and tools, in a user friendly environment, that help support organization-wide analysis and integrated decision making.
MR - Meets infoAdvantage
All of the Performance Budgeting and several Financial universes (a metadata semantic layer) use an operational database as a data source supplying near real-time access to information. The delivered development toolset allows for additional operational reporting if needed. Performance should be taken under consideration when creating new universes or reports against the online database.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-22
Statement
ID
KP Module Statement Support Source Narrative
90113 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations to support reporting, financial analysis, modeling, and forecasting.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to address financial business intelligence needs. For example, Accounts Payable, Accounts Receivable, and General Accounting.
90114 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Financial Management.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to address financial business intelligence needs. For example, Accounts Payable, Accounts Receivable, and General Accounting.
90115 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Projects.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Projects information.
90116 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Grants.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Grants Tracking information.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-23
Statement
ID
KP Module Statement Support Source Narrative
90117 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Facilities.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Fixed Assets information that apply to facilities. The Facilities component of the solution provides out of the box reporting accessible against the operational database.
90118 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Inventory Management.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including inventory.
90119 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Asset Management.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Fixed Assets.
90120 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Budget Management.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Budget Management.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-24
Statement
ID
KP Module Statement Support Source Narrative
90121 General System
Reporting - General
Requirements
Provides a data warehouse / business intelligence solution that includes pre-built data structures and data transformations for: Cash Management.
MR - Meets infoAdvantage infoAdvantage provides pre-built data structures (i.e. Universes) to provide the ability to address financial business intelligence needs, including Cash management and General Ledger information.
90122 General System
Reporting - General
Requirements
Ensures pre-built data structures and data transformations are upgradeable with new versions of the operational ERP system and the data warehouse.
MR - Meets infoAdvantage infoAdvantage is upgraded with each new version of the Advantage ERP system.
90123 General System
Reporting - General
Requirements
Includes a reporting solution that conforms to a documented set of standards and includes the appropriate tools and methodologies such that business reporting and analysis functions can be operated, expanded, modified or enhanced over time by the State.
MR - Meets infoAdvantage infoAdvantage is built on BusinessObjects foundation, which provides rich set of report and BI tools.
As the solution expands over time the State may configure reports to meet specific standards and forms.
90124 General System
Reporting - General
Requirements
Provides a reporting and analysis toolset that does not require knowledge and training on its own proprietary language for the majority of users (e.g. non power users).
MR - Meets infoAdvantage The infoAdvantage Universes are built to be usable by standard users and do not utilize a proprietary language.
90125 General System
Reporting - General
Requirements
Provides the ability to have 24-hour/7 day a week access (excluding defined maintenance windows) to the reporting and data warehouse functions.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-25
Statement
ID
KP Module Statement Support Source Narrative
90126 General System
Reporting - General
Requirements
Leverages the roles and security definitions that will be deployed for the core ERP system within the reporting and business intelligence function to minimize any duplication of security administration functions.
MR - Meets infoAdvantage
Users and Roles set up in Advantage are mapped to the BusinessObjects platform in infoAdvantage to minimize duplication in setup. Report and Folder level security is only configured in infoAdvantage. Report level and folder level security is only defined in infoAdvantage.
90127 General System
Reporting - General
Requirements
Provides information on reports that indicates the type of data that was included/excluded based on security access.
For example, if two users with different security access generate the same report there is a way to distinguish which information is included/excluded to avoid misinterpreting the report.
MR - Meets infoAdvantage
Data retrieved into a report is subject to user security. For example, the same report may be run by multiple agencies and each agency may be restricted to seeing only their own data on the report. A report viewed by a user may be developed to include information about what is included (e.g. the users home Agency) based on the restriction placed by security.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-26
Statement
ID
KP Module Statement Support Source Narrative
90128 General System
Report Portal
Provides users with a personalized report portal that allows access to only those reports that the user is authorized to see consistent with ERP role based security definitions.
MR - Meets infoAdvantage
An infoAdvantage user has access to a My Favorites folder where they can store reports that are not available for public use. In addition, a user has access to My InfoView which is a customized page that contains the objects (for example, reports and dashboards) that a user views on a regular basis. These objects are displayed according to settings that a user defines and they have access to.
90129 General System
Report Portal
Allows viewing of rows and/or columns within the report to be restricted based on user's role (e.g. the user can only view data for their agency).
MR - Meets infoAdvantage
90130 General System
Report Portal
Lists reports that have been distributed to the user via the portal (i.e. the user has been granted authorization to view a report by designated report publishers (owners) (e.g., State or agency report administrators)).
MR - Meets infoAdvantage
Users can see all of the reports that they have security access to within the infoAdvantage infoView portal. The infoAdvantage Central Management Console (CMC) lists and controls access to reports by users and groups. Custom report needs to be developed.
Distributed reports may be delivered to the user inbox or can be emailed to a user.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-27
Statement
ID
KP Module Statement Support Source Narrative
90131 General System
Report Portal Lists saved personalized reports and ad hoc queries to view in the user's personal reports list.
MR - Meets infoAdvantage
An infoAdvantage user has access to a My Favorites folder where they can store reports that are not available for public use. In addition, a user has access to My InfoView which is a customized page that contains the objects (for example, reports and dashboards) that a user views on a regular basis. These objects are displayed according to settings that a user defines and they have access to.
90132 General System
Report Portal Lists or provides links only to reports that the user is authorized to see in detail.
MR - Meets infoAdvantage When users access infoAdvantage, they are only authorized to see links to reports they have access to.
90133 General System
Report Portal
Allows users to search existing reports inventory and subscribe after requesting and receiving permission from the report publisher.
MR - Meets infoAdvantage
This functionality is available via the infoAdvantage publisher that allows user to subscribe and un-enroll from a list of available publications.
90134 General System
Report Portal Provides the ability for designated report publishers to un-publish reports to individual users or groups of users.
MR - Meets infoAdvantage
This functionality is available via the infoAdvantage publisher that allows groups of users to be subscribed and unsubscribed from a list of available publications.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-28
Statement
ID
KP Module Statement Support Source Narrative
90135 General System
Report Portal
Allows users to share saved personalized reports and ad hoc queries (e.g., include any personal reports authorized by one user for use by a second user, on the second user's personal reports list).
MR - Meets infoAdvantage
Users may share saved personalized reports and ad hoc queries by copying the report to a public location, thus allowing the second user to access it and then save it in his/her personal folder.
90136 General System
Report Portal
Allows users to delete shared reports from their personal reports list without deleting the shared report from other user's personal report lists.
MR - Meets infoAdvantage
90137 General System
Report Portal Allows users to refresh (run) saved personal reports or ad hoc queries from the portal.
MR - Meets infoAdvantage
90138 General System
Report Portal
Provider users the option to refresh (run) saved personal reports or ad hoc queries in the background so users can continue processing.
MR - Meets infoAdvantage
Saved personal reports and ad hoc queries can be scheduled for running in the background so users can continue processing
90139 General System
Report Portal Notifies users after a report or ad hoc query running in the background is completed.
MR - Meets infoAdvantage
This information is available via process console in infoAdvantage. When reports are scheduled to run, options can be set to email user upon completion.
90140 General System
Standard Report Features
Allows users to execute reports and modify report query parameters online. User should be able to save modified version as a personal version without impacting base query.
MR - Meets infoAdvantage
Users can modify reports and queries providing they have security access to do
so. The updated version of the report can be saved as a personal copy without impacting base query or base report.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-29
Statement
ID
KP Module Statement Support Source Narrative
90141 General System
Standard Report Features
Provides drill down capability from summary balances to the supporting detail transactions and drill up from the detail transaction to the summary balance.
MR - Meets Advantage ERP
Both drill down and drill up functionality is supported. Some baseline reports have this ability enable out-of the box.
Additional configuration may be needed to apply this feature to new or modified reports.
90142 General System
Standard Report Features
Links the report generator directly to the data dictionary to provide point and click data item selection and drag-and-drop formatting by the user.
MR - Meets infoAdvantage
Each Universe contains descriptions for each item within the universe explaining its functionality. These descriptions are available when a user drag-and-drops the objects into a report.
90143 General System
Standard Report Features
Allows users to define or modify the sort order of reports.
MR - Meets infoAdvantage Users can change the sort order of a report and save the results as a personal copy for future use.
90144 General System
Standard Report Features
Allows users to search for data, transactions or documents using a range of data values.
MR - Meets infoAdvantage
It is assumed that this searching requirement is in context of the ability to filter the results from a report query.
Report queries provide the ability to search data ranges using functions like Between, Is Less Than, Is Greater Than, for transaction and document information.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-30
Statement
ID
KP Module Statement Support Source Narrative
90145 General System
Standard Report Features
Provides authorized users with the capability to perform free-form text searching.
MR - Meets Advantage ERP
It is assumed that this searching requirement is in context of the ability to filter the results from a report query.
Report queries provide the ability to search using free form text with functions like Matches Pattern or Different than Pattern.
90146 General System
Standard Report Features
Provides authorized users with the capability to perform a search within a results set.
MR - Meets infoAdvantage infoAdvantage provides search capability after the report is generated.
90147 General System
Standard Report Features
Provides functionality to allow any inquiry available online to be printed or distributed on various devices as defined by the user (e.g., distribute to named users through email, print at local printer, print at remote printer, fax, distribute as data file through specified medium of transmission, email, etc.)
MR - Meets infoAdvantage
Any report can be distributed via email or posted to a common FTP share site, or infoAdvantage region. Reports can be faxed using Fax Email Server.
90148 General System
Standard Report Features
Provides standard print capabilities such as those typically available in Windows-based products such as print preview, print a range of pages, number of copies, etc.
MR - Meets infoAdvantage
To print an infoAdvantage report it must be generated in PDF, Excel, or other support format. Printing supports all options listed.
October 15, 2013
© 2012 CGI, All Rights Reserved
CONFIDENTIAL
Appendix I: General Technical Requirements
I-31
Statement
ID
KP Module Statement Support Source Narrative
90149 General System
Standard Report Features
Provides ability to schedule a report to run automatically if certain conditions are met (e.g., 95% of budget expended) and to be notified once the report has been run.
MR - Meets infoAdvantage
Report can be scheduled to only distribute to users if certain criteria (e.g.
95% of budget expenditure)…
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