Release 8 Highlights & Post 8 Development:

Transcription

1 Release 8 Highlights & Post 8 Development: Enabling Self Service for Business Users Dr. Rado Kotorov, Dir Strategic Product Mgt., Matthew Lerner, Strategic Product Manager December 7, 2011

2 Agenda How We Differentiate WebFOCUS BI Portal WebFOCUS InfoAssist New Chart Engine Mobile Enhancements Security

3 How do we differentiate In a mature industry everyone claims to have: A great BI portal A great Ad Hoc tool BI Portal: Focus on becoming a BI engagement platform Customizable: Let the users define how they consume content Collaborative: Let the users define how they want to publish and share content Componentized: Let the users define what widgets they want to add and from which permitted platforms to their content pages. InfoAssist: Single tool and single workflow to make the tool as easy and ubiquitous as Excel for the analytic BI user Enhanced analytic capabilities Enhanced interactive design capabilities Enhanced customization via function/feature shrink-wrap & plugins

4 BI Portal New Features Copyright 2007, Information Builders. Slide 4

5 BI Portal: New Features Portal Design: Targets the BI Developer: Key Differentiators: Same UI & Workflow as InfoAssist Standard Web Development UI and Workflow Paradigm Key Features: Live designer Robust layout options: Freeform & column based Content Panels: Tabbed, accordion, etc. Themes Support: Nine packaged CSS themes Dynamic Report Styling Chart AutoFit End User Customization: Targets the BI Analyst: PowerPoint like workflow Familiar drag & drop experience

6 BI Portal - Designer

7 BI Portal End User Customization

8 InfoAssist Copyright 2007, Information Builders. Slide 8

9 InfoAssist: New Features in 8 and Beyond Multi-Fact Star Schema Support Sub query Support (hold files) New Visualization Engine Design & Styling CSS3 support Relative Positioning Full Active Report Styling Multi-page layouts Conditional Styling Field to Field Drill Down Chart sizing options More Analytic Functions Customized Subtotals Redesigned Calculations 508 Report Output

10 InfoAssist Chart Properties

11 InfoAssist Active Report Options

12 New Visualization Engine

13 Why New Visualization Engine: Currently Information Builders offers a wide variety of different charting capabilities: Each technology served particular use cases Technical difficulties to standardize on a single visualization framework Drawbacks of the current approach: Graphs look different across output modes The abilities, properties and interfaces for graphs differ from tool to tool. The look and feel of some of the charts is no longer current. In today s Web 2.0 world: Customers expect a high degree of visual sophistication and interactivity in all their graphs Customers expect graphs to work the same across devices The technology has matured STANDARTISATION IS POSSIBLE

14 The New Visualization Engine: Benefits It is an entirely new unified visualization technology that is now being rolled out across our entire product line The benefits: The exact same chart experience in all output formats: Active Technologies, HTML, Flex, PDF The same set of properties and syntax for all IBI products A high level of visual sophistication: Gradients Animations Works in all browsers including mobile Easily expandable and customizable: Allows IBI consultants and BI developers to quickly meet customer requirements by adding custom properties and features Availability: Version 1.0 for regular and Active HTML output formats.

15 Active Technologies

16 Sample HTML output

17 Version 1.1 Interactive

18 providing business intelligence for the mobile user with WEBFOCUS MOBILE Rado Kotorov, Matthew Lerner, David Cook November 2, 2011 Copyright 2011, Information Builders. Slide 18

19 Any Device, Any Form Factor, Any OS Platform WebFOCUS Mobile Strategy: Device independent BI solutions Develop once, run from anywhere Highly interactive, device exploitive Web Apps with built in analytic capabilities Embed BI Web Apps in custom applications Read and write access WebFOCUS Mobile Components: Mobile Favorites (portal) Mobile Faves (os app) Active Technologies WebFOCUS Maintain and more (e.g.: Self-Service access) Copyright 2011, Information Builders. Slide 19

20 WebFOCUS Update Assist for User Input Fast and easy tool to create data input applications Six easy steps to create applications updates, incudes, deletes Supports different type of field validation including dynamic and static selection lists and length and format validation Support for custom look and feel to blend in any branded application Copyright 2011, Information Builders. Slide 20

21 Update Assist 6 Easy Steps 1. Launch Update Assist by rightclicking on a Master File. 2. Select the fields to which you want to Add, Update or Delete data. Copyright 2007, Information Builders. Slide 21

22 Update Assist 6 Easy Steps 3. Select the navigation option for the application. 4. Select skins. 5. Select name for the default files created by Update Assist Copyright 2007, Information Builders. Slide 22

23 Update Assist 6 Easy Steps 6. Launch the application Copyright 2007, Information Builders. Slide 23

24 InfoMini Mobile: Quick Interactive Solutions For Business Users Copyright 2011, Information Builders. Slide 24

25 InfoMini Mobile: Quick Interactive Solutions For Business Users Copyright 2011, Information Builders. Slide 25

26 Mobile Faves Roadmap: AirPrint Direct Reporting Server folder access For sites not using Managed Reporting Enterprise Security Support for SSO systems: Siteminder Tivoli/Webseal Branding Service Create customer specific version Company brand Icons and Graphics Open-in from Mobile Faves repository Use ibooks for drill PDFs, Safari for some reports Copyright 2007, Information Builders. Slide 26

27 RStat: Analytic Applications Dr. Rado Kotorov Technical Director Strategic Product Mgt.

28 Rear View Forward View Culture of Competing On Analytics Optimization Predictive Modeling What is the best that can happen? What will happen next? Forecasting/Extrapolation Statistical Analysis KPIs/Alerts Query/Drill Down What of these trends continue? Why is this happening? What actions are needed? Where exactly is the problem? Ad Hoc Reports Standard Reports How many, how often, where? What happened? Degree of Intelligence Note: Adapted from Competing on Analytics

29 Economics of the Convergence Licenses Savings Maintenance & Hardware Savings Data processing savings Median ROI Business Intelligence + Predictive Modeling = 145% ROI Business Intelligence = 89% ROI Source: Predictive Analytics and ROI: Lessons from IDC s Financial Impact Study, IDC # 30080, 2003 Copyright 2007, Information Builders. Slide 29

30 Predictive Analytics: How does it Work? Patterns are hard to detenct The information is obfuscated in the system because: There is too much information There are two few resources to monitor every aspect of the system The system is too large for all possibilities to be known and monitored it is not cost effective! Solution: Faster & Automated Pattern Detection Make the needle look bigger! Copyright 2007, Information Builders. Slide 30

31 How Does Predictive Modeling Work? Detect a pattern Detect which Variables Explain It Detect Variable Relative Importance Trend Outlier Cluster Not Important Important Marginally Important Variable Weight Copyright 2007, Information Builders. Slide 31

32 Business Optimization and Predictive Modeling Increase customer acquisition Organizational Objectives Related Programs Increase Response Rate Decrease campaign cycle time Increase revenues Increase customer retention Increase activation rate Proactive retention of profitable customers Increase switching costs Target more profitable segments Grow customer lifetime value Increase products used per customer Increase cross / up sell volume Differential Tariffing Increase Profits Increase prices / fees Increase fee based income Risk based pricing Increase share of wallet Decrease marketing costs Decrease costs Decrease operating expenses Decrease processing costs Decrease transaction processing costs Decrease new account processing costs Decrease customer service costs Decrease delinquency rate Decrease charge-offs Decrease default rate Improve collections/recovery rate

33 Fully Integrated With BI Copyright 2007, Information Builders. Slide 33

34 Why Analytic Applications Analytic Applications: Targeted to well defined business or functional problems Examples: Activity Based Cost Accounting, EBITA, etc. Based on well known and established methodologies Repeatable across industries with small variations The Problem: IT cannot build them Business users have knowledge how to use but lack the knowledge to create requirements IT lacks the business knowledge Packaged AAA-dvantages: Time to market Extend BI usage without straining development resources Copyright 2007, Information Builders. Slide 34

35 Pricing Optimization Application Modified Prices Export options Projected KPIs (Numerical and graphical) With the changed price, the projected numbers for Quantity sold, $ sales, margin, %margin and variance for all of these items get updated. The numbers are also visualized graphically. User also have option of exporting the new pricing and projected numbers into Excel, PDF or HTML output

36 Marketing Mix Optimization Application Compare performance of own brand against competitor brands Review historical performance of own brand against own and competitor media activities Copyright 2007, Information Builders. Slide 36

37 Concept: SAS2RStat conversion SAS2RStat is an Application used to migrate SAS users to RStat by converting a SAS Script to RStat Script. SAS2RStat separates the SAS Script into files management code and the analytic engine code. Copyright 2007, Information Builders. Slide 37

38 InfoAssist: New Concepts Copyright 2007, Information Builders. Slide 38

39 Multi-Page Documents

40 Interactive Component Styling Copyright 2010, Information Builders. Slide 40

41 Example Multi-Screen Preview Copyright 2010, Information Builders. Slide 41

42 Ribbon Integrated Calculations

43 Hold Files Hold Files Copyright 2007, Information Builders. Slide 43

44 Hold Files Hold Files Copyright 2007, Information Builders. Slide 44

45 Hold Files Document Mode Hold Files Document Mode Copyright 2007, Information Builders. Slide 45

46 Thank you