Example Oracle APEX report showing SmartPlant Materials License Utilisation

Report Development for SmartPlant Materials

Drawings, reports and datasheets

Summary

Under this service, TecSurge analyses customer requirements and develops reports for SmartPlant Materials. Our expertise covers a full range of reporting technologies, including Oracle Reports, Microsoft SQL Server Reporting Services (SSRS) and Business Intelligence Reports (BIR) using Oracle Application Express (APEX).

Differentiators

  • Many years of experience with report development for SmartPlant Materials
  • High levels of expertise with a broad range of reporting technologies
  • Efficient, reliable and high-quality service delivery

Challenges

Report development for SmartPlant Materials requires a combination of hard-to-find technical and functional skills. These include a thorough understanding of the SmartPlant Materials application and its database model, experience with a wide range of reporting technologies, and practical experience with report development to ensure a successful outcome.

Example SSRS report showing bill of material import log information

Deliverables

The specific technical deliverables from this service depend upon the reporting technology selected by the customer. In all cases, TecSurge prepares the necessary source files and templates and transmits them electronically to the customer for installation, or performs the installation and deployment process on the customer’s behalf.

In some cases, sophisticated reports may require some end user training, which can be delivered in a variety of forms including as computer-based training content via TecSurge Academy.

Report Development Life Cycle

Work Process

The central element of the work process for this service revolves around the creation and approval of a report template and a requirements specification which is completed prior to the development. The specification includes details such as the output format and the specific reporting technology to be used.

A template for the required report along with the specification is provided by the customer to TecSurge at project initiation.

Once an approved specification is received, the report is developed, quality checked and consolidated into delivery packages from which report files are generated and send to the customer for final testing and approval.

Example Oracle Report showing Purchase Order Report

Quality Assurance

The reports will be developed using either TecSurge or customer development environment as agreed during project initiation. All possible scenarios for the report’s use are then tested and results provided to the customer during project delivery.

Next, the customer deploys the reports to the quality testing environment, and performs acceptance testing, with any changes communicated to TecSurge for implementation.

Once the customer has tested the reports any changes have been addressed, TecSurge requests the customer issue an acceptance certificate, after which the report development is deemed complete, and reports may be deployed to the customer’s production environment.

Getting Started

Customers can initiate a Report Development for SmartPlant Materials project by documenting and communicating detailed information such as:

  • Report type and format
  • Selection criteria (including grouping, filtering and sorting information)
  • Fields required in the report and the report layout
  • Available Excel format of existing report if available.

In addition to these detailed inputs, we also ask a series of more general questions to clarify the scope of work:

  • What version of SmartPlant Materials are you using?

    Why: To ensure full compatibility, we use the same version of the application and its dependencies as our customer.

  • When is your target completion date, and when do you expect to start?

    Why: The responses to these standard project management parameters can have a significant impact on the cost due to the prioritisation of work and the manpower required.

Based on the above input and clarifications, TecSurge will define a detailed scope of work and prepare a quotation for your consideration. If this service describes your situation, and you’re able to provide the requested information listed here, contact us today for a quotation.

TecSurge Service Report Development for SmartPlant Materials