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Agenda Introductions Actuate & BIRT Overview IBM OEM Relationship & Partnership Actuate and Maximo Discover the Possibilities Actuate BIRT for Maximo A Case Study with NorthStar BlueScope Steel Demonstration Q&A The people behind BIRT 2
Actuate Corporation Headquarters Offices Customers Services Applications Profitability 3 San Mateo, California Founded 19 years ago in 1993 THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT HE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT Fribourg, London, Frankfurt, Paris, Singapore, Tokyo, DC, New York R&D: San Mateo, Kansas City, Shanghai, Toronto Over 5,000 with top-tier accounts in banking, insurance, securities, government, health care, education, utilities and high tech Design, consulting, development, integration, training, support BI, Ad-Hoc Reporting, Analytics & Performance Management 24% non-gaap Operating Margin in FY2011 Traded BIRT on NASDAQ since 1998 Employees 550+ employees worldwide
What is BIRT? Business Intelligence and Reporting Tools A New Generation of Web Design and Data Visualization Technology Any data, any visual, any scale Provides collaboration for end users & IT Modular components(interactive viewer, Studio) Open and standards-based Flexible APIs Web design metaphors Offered in Open Source or Actuate BIRT Simplicity Any user simple layouts easy BIRT Power to create very complex report layouts 4
Actuate BIRT Performance Analytics One solution: Integrated Dashboards, Analytics & Scorecards Built on ActuateOne & BIRT Purpose-built to drive improvements Unified user experience Cloud and on-premise availability Discover 5 Improve Analyze
Discover Operational Insights with Dashboards Monitor KPIs with stunning interactive visualizations Empowering business users Self-service with zero training Ease of use Customizable Powered by BIRT Access any enterprise data Combine visual elements Charts, gauges, tables Reports and reportlets Web pages Google Gadgets 6
BIRT Momentum Huge BIRT Developer Community Thriving BIRT Community Over 1 Million developers using BIRT in 157 countries 4 th Largest Eclipse Project 30+ conferences featured BIRT content worldwide BIRT-Exchange.com Professionally staffed forums Actuate provides 95% of developers on the Eclipse BIRT project Extensive contributions Marketplace applications Cumulative BIRT Downloads Over 10 million downloads Actuate BIRT is the only Leader in The Forrester Wave: Open Source Business Intelligence (BI), Q3 2010 2004 2005 2006 2007 2008 2009 2010 7 BIRT technology is tried and tested in many applications
BIRT fastest growing BI solution BIRT - OpenSource Released June 2005 BIRT iserver Integration Released Sept 2006 BIRT - 10,000,000 downloads (11/2010) BIRT over 2 Million developers BIRT - largest BI community in the world BIRT - only Leader according to Forrester BIRT - embedded in 100 s of applications BIRT - No limits to your application needs 8
Actuate and IBM Integration Broad adoption of BIRT WebSphere Application Server WebSphere Business Modeler WebSphere ILOG JRules* WebSphere Process Server WebSphere Registry & Repository* Rational Application Developer* Rational BuildForge* Rational ClearQuest* Rational Method Composer* Rational RequisitePro* Rational Quality Manager* Rational Software Architect* Rational Software Modeler* Rational Systems Developer* Rational Team Concert* * designates IBM Products that embed BIRT Tivoli for WebSphere Management Tivoli Directory Server Tivoli Common Reporting* Tivoli Composite Application Manager* Tivoli Maximo* Tivoli Monitoring* Tivoli Netcool* Tivoli Omegamon* Tivoli Storage Manager* Tivoli Usage and Accounting Manager* 9 WebSphere Portal Server Workplace Services Express WebSphere RFID Center* InfoSphere Data Architect* WebSphere Information Server SPSS Showcase Suite* DB2 Universal Database
Actuate and IBM Partnership SOFTWARE HARDWARE SERVICES SALES AND DISTRIBUTION Info Management Systems Group GBS Financial Services WebSphere BPO Public Sector Tivoli Lotus Rational Eclipse BIRT Project Technology integrations Leaders in Linux Server proven Total storage proven Ready for grid Largest benchmark on xseries, pseries Customer System integration services Reseller PartnerWorld Business Partner FSS Partner Government Top Star Award Maximo OEM 10
IBM Maximo and Actuate OEM Relationship Dec 2001 to 2002 2002 Jun 2003 to Aug 2005 March 2005 to Jun 2008 Jun 2008 Jun 2011 Maximo 5.0 and 5.1 Maximo 5.2 Maximo 5.2 Patches 1-5 Maximo 6.0 to 6.2.1 Maximo 7.1 Maximo 7.5 Actuate 5 Actuate 7 Actuate 7 Actuate 8 Actuate 9 ------- iserver ereports Page Level Security Active Portal iserver ereports Page Level Security Active Portal iserver ereports Page Level Security Active Portal iserver ereports Page Level Security Active Portal iserver ereports Page Level Security Active Portal 150 Eclipse BIRT Provides QBR for simple, ad-hoc queries Query Query Query espreadsheet espreadsheet espreadsheet 11
IBM Maximo 7 and Actuate What s changed? Maximo Release 7.1 May 2008 present Delivers a new embedded reporting technology Uses Actuate-developed Open Source BIRT Delivers 150 BIRT reports Provides QBR for simple, ad-hoc queries using BIRT Aligns with IBM standardization of BIRT across software products Does not ship with the same Actuate technology provided in Maximo 6.x 12
IBM Announcement IBM Asset Management News - July 7, 2010 IBM will no longer offer and distribute Actuate products or updates to Actuate products effective 01-Oct-10 Actuate 9 distribution terminates 30-Jul-10 Actuate 7 and 8 distribution terminates 30-Sep-10 IBM will no longer distribute Actuate related fixes as of 01-Oct-10 Effective immediately, defect fixes for Actuate components within Maximo products will no longer be accepted and/or included in future product updates Clients can continue to use Actuate Software in accordance with their Maximo license IBM will continue to support Actuate usage through IBM products release End of Service (EOS) dates IBM s support agreement with Actuate ends 31-Dec-10 13
IBM Announcement IBM Asset Management News - July 7, 2010 Since 2010, IBM has not distributed Actuate products, updates or fixes, nor had a support agreement with Actuate. Maximo customers can continue to use Actuate in accordance with their license. IBM will continue to support Actuate usage through IBM products release End of Service (EOS) dates IBM s support agreement with Actuate ends 31-Dec-10 MAXIMO Get Support, licenses for new users directly from Actuate & Partners to preserve your existing Maximo investments! 14
THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE 15 BIRT Actuate Corporation THE PEOPLE 2010 BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE Actuate and Maximo Discover the Possibilities BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE
Actuate BIRT Maximizes the Value of Maximo Information Maximo serves its own community Actuate BIRT serves everyone Maximo Application Users Maximo Application Maximo ERP Actuate BIRT Asset Mgmt. Reports Ad Hoc Reports Consumers of Maximo Information Finance Managers Suppliers SCM BIRT Spreadsheets MES BIRT Analytics Dashboards HR BIRT Performance Scorecards Mobile Access Maximo Application Users 16
Maximo 6 and Actuate 11 Integration Application Tier Active Portal 8 SP2 Actuate iserver 8 SP2 Maximo 6.2 ERI Information Console 11 BIRT iserver 11 17
Maximo 6 Technical Considerations ERI for BIRT is easy and documented on the BIRT Exchange wiki BIRT Exchange Wiki All e.reports should be run from Actuate 8 If it ain t broke don t fix it IBM continues to support this environment Better than V7RI as can run both BIRT and e.reports 18 http://www.birtexchange.org/org /wiki/index.php?title=using_ Actuate_BIRT_and_IBM_Maxi mo
Maximo 7 and Actuate 11 Integration Application Tier Maximo 7.1 Open Source BIRT Maximo Database ERI Information Console 11 BIRT iserver 11 19
Maximo 7 Technical Considerations Instant On of Actuate 11 features for OOTB or custom Maximo BIRT reports BIRT Exchange Wiki ERI for BIRT is easy and documented on the BIRT Exchange wiki Allows co-existence of OS BIRT and Actuate BIRT reports Required to preserve custom Maximo reporting features Enables e.reports to be run when upgrading to the new release 20 http://www.birtexchange.org/org /wiki/index.php?title=using_ Actuate_BIRT_and_IBM_Maxi mo
150 Formatted, Static BIRT Reports: Provided with Maximo v7 21
Maximo BIRT Comparison Open Source BIRT vs. Commercial BIRT Report Editing and Viewing Features Maximo BIRT Actuate BIRT Distribute static reports in HTML, PDF and CSV file formats Pixel-perfect reporting WYSIWYG report design or editing Scheduler for running and caching reports during off-peak times Browser UI for end user creating, modifying and viewing content Allow end-users to personalize reports including adding aggregation, sorting, filtering, new computed columns Export to live Excel spreadsheets Flash chart, gadget and object report objects Additional output formats PPT, Excel, Word, XHTML, Postscript Integrated user-created analytical and operational dashboards 22
Maximo BIRT Comparison Open Source BIRT vs. Commercial BIRT Data Access Features Maximo BIRT Actuate BIRT Maximo data access Real-time access to any data source Heterogeneous data source access from a single report (no data warehouse required) Support for custom data sources Reusable, single, object-oriented metadata layer Standard data connectors Oracle, DB2, SQL Server and DataDirect JDBC drivers, POJO, Web Services 23
Maximo BIRT Comparison Open Source BIRT vs. Commercial BIRT Analytics Features Integrated in-memory analysis Multiple ways to deliver analysis capabilities to users Maximo BIRT Actuate BIRT Architecture, Environment and Configuration Features Scalable BI server Integration with multiple web applications Shared repository and support for enterprise reporting Data and report caching Maximo BIRT Actuate BIRT 24
BIRT Interactive Viewer Maximo BIRT reports become interactive When presented with information, users become smarter Interactive & Engaging Encourages users to seek new perspectives Save their changes Leverages their ideas Creates self-sufficient users Fully controlled by IT 100% Secure Components are reusable Use changes to drive requirements when users become smarter, they change their questions 25
BIRT Studio Ad-Hoc & BIRT Report Creation by Maximo Users Template-driven development Web-based Ad-hoc Drag and drop development Users pick template and data set Group, filter, sort & aggregate Supports all Excel functionality IT-controlled Templates controlled by IT Metadata secured Content can be scheduled, shared & used with Interactive Viewer BIRT Studio is the only template-driven ad-hoc environment that works within a collaborative design architecture that includes BIRT Designers & Interactive Viewer Graphical Objects Built-in charting Hide & show elements Select themes 26
Seamlessly Integrated Within Any Environment in customer portals Present Content Seamlessly in the palm of your hand even in blogs All Data Secured Multi-layered security model Standard and JavaScript portlets Seamlessly integrates user security Any Format Brochure-quality PDF Live Excel, PPT, etc Live documents & spreadsheets Mobile devices like iphone & Blackberry Invisible Supports your branding Integrate Marketing & Upsell opportunities Simple, guided interaction & help 27
ActuateOne One Design, One User Experience, One Server One Design Powerful, flexible and productive Multiple/disparate data sources Open Source, open architecture One User Experience Highly visual and interactive Collaborative architecture Multiple-delivery formats One Server Predictable and efficient scalability Rock-solid reliability Open APIs & extension points 28
29 2 Actuate is selected by world leading Organizations Financial Services 22 of Top 25 Global Commercial Banks Million s of users Industry leader Governments Over 200 Agencies worldwide Covering Federal & State & Local Used by nearly ever Federal Agency System Integrators Open API s, flexible & powerful In use everywhere OEM Applications & Partners Embedded in 100 s of applications In use everywhere Other sectors Blue chip companies Major deployments to customers Proven self service reporting
ActuateOne: The Technical Leader ONE Design, ONE User Experience, ONE Server Powered by BIRT and Actuate Version 11 Smart Phones & Tablets Customers and Partners Email Data Sources ONE BIRT Design BIRT Spreadsheets Rich Information Applications BIRT Information Applications Documents ONE iserver BIRT Performance Scorecards Employees Archives 30 Batch Print BI and Performance Management Applications
Eclipse BIRT & Actuate BIRT Designers Easy to use WYSIWYG Web design metaphor Multi-source & multi-dataset joins JDBC, POJO, Web Services data connectors Basic formats PDF, Word, PPT, Excel, XML, HTML Powerful development tool BIRT-Exchange Community Design & component reuse Programmability 10M Downloads Forums, training, how-to s, etc. Integration API s, ODAs & Emitters Marketplace Embed BIRT Engine in java application Eclipse Open Source foundation 31 Actuate BIRT Commercial Upgrades Commercial Data Management Upgrades DataDirect JDBC & Oracle, DB2, SQL Server drivers BIRT Data Objects (in-memory OLAP) Information Object Designer perspective BIRT, e.report & Xenos document ODAs Commercial Design Features 266 Flash Objects Faster Actuate Viewer Live Excel, Emitters IV & Data Analyzer Page Level Security Deployment iserver Info Console 360 Dashboards BIRT Studio ondemand BIRT Mobile
Open Source & Commercial BIRT Open Source Eclipse BIRT Actuate BIRT Commercial Animated graphics 266 Flash objects HTML5 charts Easy to use WYSIWYG Web design metaphor BIRT-Exchange 1.5M Developers Forums, training, how-to s, etc. Marketplace BIRT Data Objects in-memory OLAP Data caching Information Objects EII & metadata layer Powerful IDE Reusability - Design packs - Component libraries Programmability - Java & JavaScript API s Embed BIRT engine Commercial drivers DataDirect JDBC DataDirect SFDC Oracle, DB2, SQL Server, MySQL, Postgres, TeraData Document sources BIRT reports e.reports Xenos documents - PDF archives - Print streams - Cobol copybooks Multi-source JDBC connector ODA framework Multi-dataset joins Deployment Scheduling & Security Scalability & HA Information Console Faster Actuate Viewer Page Level Security JavaScript API (JSAPI) User self-service Interactive Viewer BIRT 360 Dashboards BIRT ad-hoc Studio BIRT Data Analyzer Live Excel output Multi-format PDF, Word, PPT, Excel, XML, HTML Ease of Use Developer Productivity Data Flexibility Consumer Support 32
Choose BIRT By Design BIRT Design Eclipse BIRT Designer DESIGN Eclipse-based Development Tool Actuate BIRT Designer Easy web-based layout, multi-source data access, reuse, programming tools Eclipse data connectors Commercial DATA data connectors Open Information Data Access Objects Framework BIRT Data Objects BIRT & e.report docs, Xenos, SFDC, DataDirect Intelligent in-memory Donated by Actuate metadata to Data Tools Project caching Eclipse Engine & Viewer USER EXPERIENCE Actuate Viewer Flash & live Excel output Open Source Java Engine BIRT BIRT BIRT 360 Interactive Studio adhoc Mobile Dashboards Viewer Rendering and viewing BIRT content Data Analyzer DIY Embedded in Java Apps DEPLOYMENT Components for OEM or iserver integrated within app/portal On premises Flexible Deployment via APIs Scalable, HA cluster, center of excellence or virtual private/hybrid cloud BIRT ondemand SaaS Public Cloud Platform as a Service 33
Discover the Possibilities with Actuate BIRT and Maximo A Case Study with NorthStar BlueScope Steel 34
Customer: North Star BlueScope Business Challenges Need to empower users with easy-to use, self-service BI Users need actionable insight when they need it where ever they are in the form required Delivered based on role and security levels Straightforward enough for non-it staff to use Enhance visibility into business operations Need to base decisions on multiple data points Existing reporting on individual applications only Manual, error-prone process to consolidate 35 Slow & laggy Maximo performance with no dedicated iserver Leverage data captured in Maximo and other related systems ERP, Safety, Plant Control Reducing delivery time Single platform for all systems Easy-to-use for a range of skills Assumptions and sources of information can be unclear, inconsistent and poorly defined Impacts quality, reliability, and audit-ability No single version of the truth
Actuate BIRT NSBSL s New Enterprise Standard Add rich, customizable BI to Maximo Interactive dashboards with KPIs Operational reports Interactivity Ad hoc reporting Provide enhanced BI for Maximo and all applications When I saw a demo of the tools Actuate provided, I knew right away it would increase visibility of our essential operations and help the management team run the business with improved operational efficiency and agility. [It] became a top priority for our development staff. -- Miguel Alvarez, NSBSL President 36
Actuate BIRT Framework Multiple Access Points & Data Sources No Data Warehouse Maximo UI MS SharePoint Dashboard Info Console Custom App Web-site Information Access Mobile Actuate BIRT Data Access, Transformation and Security ERP Maximo Intelex Safety Plant Control Other 37
Benefits of Actuate BIRT at NSBSL Significant Boost in Maximo performance with dedicated iserver More cost-effective, giving users (customers. Vendors, suppliers etc.) access to Maximo data with Actuate licenses vs Maximo licenses Empower users with insight through a unified framework Actionable information based on roles Retrieve data from any data source Facilitate sound, timely business decisions at all levels within the company Enable optimization of business processes and avert errors Deliver rich intelligence and ad hoc capabilities to everyone Single version of the truth Ease-of-use drives adoption and improvement in operational efficiencies Accessible from any interface (apps, portal, web-site, information console, etc) Minimal training required for effective use Open source BIRT based platform reduces costs and delivery time Aligns with IBM and Maximo s adoption of BIRT 38 Open source community and extensibility accelerates deployment
Benefits of Actuate BIRT Customer Testimonials Interactive Viewer was the #1 reason we chose Actuate; it helps us deliver interactivity to customers. Feedback has been super positive ease of use, things they couldn t do before like moving data, sharing information. - VP Products, Taleo Corporation Due to our successful implementation and measurable value-add with the Actuate and BIRT solution, we will be growing the solution s user base to achieve further cost savings and more rich interactive reporting across our organization. - Executive Director, NASCO BIRT dashboards and reports provide instant access to summarized information at a high level for managers. From that summarized level of reporting, all users can drill down into more detailed information necessary to perform their day-today job functions. - Federal Aviation Administration 39
Summary Maximo and Actuate Joint Solution Reduce Costs and Risk of your upgrade to Maximo v7 Eliminate expensive rewrite of existing reports in a new technology Eliminate change management costs Dramatically reduce risk using the same iserver Preserve existing investment in Actuate reports and spreadsheets while incrementally adopting new BIRT technology Unique capability of Actuate s BIRT iserver, for any Maximo release v6, v7 and beyond NEW $20/user/month Actuate reports, spreadsheets and BIRT subscription offer www.actuate.com/maximooffer Get more value from Maximo with increased visibility and accessibility of information Dedicated Actuate iserver will not drag down performance of Maximo Empower users with safe, ad-hoc reporting using BIRT IV and BIRT Studio Deliver personalized operational and analytical dashboards Combine Maximo data with data from other enterprise systems Reduce Maximo deployment costs while reaching more users Extend Maximo information to non-maximo application users Avoid costly software license fees, user training and change management expenses Significantly more inexpensive to open up Maximo data access with Actuate 40 licenses vs. Maximo licenses
THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE 41 BIRT Actuate Corporation THE PEOPLE 2010 BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE Live Demonstration BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT THE
ActuateOne One Design, One User Experience, One Server One Design Powerful, flexible and productive Multiple/disparate data sources Open Source, open architecture One User Experience Highly visual and interactive Collaborative architecture Multiple-delivery formats One Server Predictable and efficient scalability Rock-solid reliability Open APIs & extension points 42
Next Steps Visit www.actuate.com/maximo to discover all the possibilities of maximizing your EAM and Maximo strategies with BIRT and Actuate reports Maximo-Related Questions? Contact your friendly local Actuate team: John G. Treires Director of Business Development Federal Systems Group Actuate Corporation 703-622-5928 Cell jtreires@actuate.com www.actuate.com/federal www.birt-exchange.com 43