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Create a Connected Solution with InEight Integration Services

Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

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Page 1: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

Create a Connected

Solution with InEight

Integration Services

Page 2: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

ineight.com

Ineight Product Integration Team Structure

• Part of dedicated Ineight Professional Services Organization

• Work exclusively to service Client Requests

• Currently expanding operations

• Background experience

• Technical Consulting

• Systems Architecture

• Software Development

• Database Design/Modelling/Performance Tuning

• Product Support/Development

• Network Communications

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What does the Integration Team offer?

• Technical consulting to our clients

• Provide innovative solutions to business problems

• Strategies for implementing integration with existing

systems

• Technical design services

• Custom development of interfaces and reporting

• Technical assistance with current HD interfaces

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What has the Integration Team done?

• Custom Reports

• Custom Data Imports/Exports

• Accounting Integration

• Norms Productivity Data Integration

• Payroll Integration

• Take Off/Estimating Software Integration (Accubid)

• ERP Integration (SAP, PeopleSoft, JD Edwards, ViewPoint)

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Current Hard Dollar out of the box Integrations

• Budget Export (approx. 35 including)

• ViewPoint, Sage, JD Edwards, Dexter Chaney, Foundation

• Generic, CSV & XML formats

• TimeSheet Export (approx. 15) + Generic CSV & xml

• HD API Import

• Progress Tracking Data Import (also available in excel)

• Other Import Functions

• Productivity Norms

• Richardson, RS Means, HD Norms

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Current Hard Dollar out of the box Integrations

• Schedule Integration

• Primavera

• Microsoft Project

• Take Off Integration

• MC²

• OnCenter

• Payroll Interface (optionally available from About Time)

• About Time (uses the HD API to import time records)

•`

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What is our approach?

How does the Custom Development process work?

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Ineight Custom Development Process

• Initial phone or in person meeting to discuss the business opportunity

• High level requirements will be gathered and assessed

• Potential further discussions will ensue to further clarify requirements

• Statement of work will be issued, laying out the functional scope

requirements, the cost and the rough timeframes

• Plan out the development effort

• Client resources will be identified and engaged

• Client vendor software contacts will be engaged

• Client to review and sign-off on SOW

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Ineight Custom Development Process

• Integration team will draft an internal technical specification

• Questions will be validated with the client/vendor

• Start date and estimated delivery will be ascertained

• Software components will be developed

• Client software components (if applicable will be developed)

• Local testing of the solution

• Software will be provided to client for acceptance/integration testing

• Corrections will be handled

• Final software will be provided and solution signed required by client

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Hard Dollar integration Architecture

What does the landscape look like?

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Hard Dollar Integration Architecture (Client Side)

• Plugin architecture

• Software delivered as DLL

• Targets a specific directory within the HD BidBuild directory

• Actioned from specific menu’s within HD

• Most common menu is the HD Reports Menu

• Common plugins support Reports and custom exports

• Less common integrations provide custom Productivity Norms

outside the realm of the HD Norms, RS Means and

Richardson’s which are more Construction oriented.

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Hard Dollar Integration Architecture (Server Side)

• API (application programming interface)

• Used to enable importing of data into the HD job database and

Library

• XML (eXtensible Markup Language) based interface

• XSD (XML Schema Definition) which is supplied with the HD

software in the BidBuild/App Resources folder

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HD Database Integration

• Job Database

• Data Warehouse (Optional)

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Hard Dollar Integration Architecture

Basic Integration Architecture

HD Server

Job

Databases

Job

Databases Job

Databases

HD Client

Integration

Service

3rd Party System

API

(Installed on Server)

HD Client

Plug-in

3rd Party System

API

(Installed on PC)

Page 15: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

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Hard Dollar Integration Architecture

HD Server Side Integration Services

HD Server HD Warehouse

(Read Only)

Job

Databases Job

Databases Job

Databases

Primavera Integration

Server

HD API Server (Write

Only)

Job Consolidation

Server

HD Library

(Read Only)

Primavera’s

Database

Primavera’s

API

Customer Integration Application

Other Customer System (Accounting, etc)

QlikView

Web Server

HD Analytics

Application

HD Clients HD Clients

HD XML

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HD API & Data Warehouse

Used for Server Side Integrations

HD API is for getting data IN to Hard Dollar

• Requires HD XML Format

• Customer writes the integration code

• Supports Cost Items, Resources, and Job Tracking entries

HD Warehouse is for getting data OUT of Hard Dollar

• Standard SQL Database

• Contains all job data aggregated into a single database

• Updated as jobs are saved by Job Consolidation Service

• Read only

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Hard Dollar Integration Test Harness

HDAPISrvTester.exe located in: C:\Program Files (x86)\BIDBUILD

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Case Studies

Three examples of some the integration projects that we

have undertaken

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HD Integration Case Study 1

Mining Company Utilizing HD Estimating and field timesheet collection

Business problems • Need to provide client with weekly updates on status & burn rates for each project phase, detailed

breakdown of hours and resources

• Need to provide client with a detailed daily timesheet for signature, hours and rates

• Weekly payroll requirements

• Challenges

• Time consuming nature of compiling the data from various sources onto a spreadsheet

• Accuracy issues

• Double entry and inherent problems with payroll

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Case Study 1 Solution

• Developed custom reports (2) • Multiple worksheets for both the estimate status and burn rates and the payroll phases

• Accessed the CBS for estimate of hours and direct or indirect

• Accessed the timesheet data for both reports for progress tracking data

• Accessed the actual resource names for the TimeSheet report

• Created unique excel files for each

• Developed custom Export file for Payroll Vendor • Accessed the timesheet data for the specific project. Got the standard, OT DT hours

• Accessed the actual resources employees and machines to get the ID number (payroll ID)

• Displayed a grid view of the data to be exported

• Formatted a file as per the Payroll vendor formats

• Created a file with the correct extension

• Client uploaded the file to the Payroll Vendor

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Case Study 1 Business Challenge Resolution

• Challenges

• Time consuming nature of compiling the data from various sources onto a spreadsheet

• Accuracy issues

• Double entry and inherent problems with payroll

1. Reports generated on custom report menu with filter selections

2. Reports do not require any compilation or modification & can be provided to

the client as is.

3. No double entry of payroll data & data accuracy increased dramatically

4. Time savings, increase in quality reports to clients

Page 22: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

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HD Case Study 2

Oil and Gas Company Utilizing HD Estimating, SAP

Business Requirements

• Utilize internal productivity norms factors with system of record in SAP, required

for estimating within HD.

• Need to be able to utilize these Norms factors and generate CBS items for the

specific task, defined resource, discipline and multi language support

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Case Study 2 Solution

HD

API

HD Client

SAP

PI

Layer

HD Server

Web Service

Jobs

Library

CBS

Norms

Norms

Interface

Add CBS Employments

Add

CBS

Update Norms Data

Select

Resource

Page 24: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

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HD Case Study 3

Construction Company Utilizing HD Estimating, Accubid

Business Requirements

• Interface HD with the Take Off Estimate from Accubid

• Need to be able to create a HD estimate from an Accubid Estimate.

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Case Study 3 Solution

Page 26: Create a Connected Solution with InEight Integration Servicesinfo.ineight.com/rs/ineight/images/Day 2 - InEight Integration Options... · • Primavera • Microsoft Project • Take

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Open Questions