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Optymyze Knowledge Base > Data Process Automation
Data Process Automation
  • Administration and Security
    • Audit & Data Tracking
  • Analytic Modeling
    • Enterprise Planning
    • Quota Planning
    • Statistical Modeling
    • Territory Planning
  • Application Development
    • Reports
    • Workflows
  • Cloud Data Warehousing
    • Calendars
    • Data & Integration
    • General
    • Hierarchies
  • Collaborative Planning
  • Data Process Automation
    • Objectives

Data Process Automation

Accelerate digital transformation and automate analytic processes with data process automation.

  • What is a job?
  • Can data loads be automated?
  • Is transformation supported natively within the system for data that already resides in the system?
  • Are limits imposed on how many records can be processed in a specific time period?
  • Does the system alert users when a period has closed, incentive compensation has been refreshed, or a new report has been added for them?
  • Are out-of-the-box connectors to packaged software schedulers included?
  • Is there a native scheduler provided for tasks such as compensation calculations, data imports or exports, etc.?
  • Are trial calculation runs supported?
  • Does the solution allow for scheduled processes to be stopped in mid-progress?
  • Is scheduling of calculations, data imports, exports, and workflows supported within the solution?
  • Objectives

  • Are all roles able to initiate the workflow to start the approval of an MBO or KPI?
  • Are all levels of management able to score an MBO or KPI?
  • Are different workflows configured to create and track MBOs or KPIs?
  • Does the solution allow management and admin roles to create forms for an MBO or KPI?
  • Are MBO or KPIs configured for a user-defined time period?
  • Does the solution support configuring MBOs with workflow, approval, and scoring?
  • Are all roles able to initiate the creation of an MBO or KPI?
  • Do users have full visibility into the creation of and can track MBOs or KPIs?
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