© 2013 Aurea Software Aurea and Aurea 2013 Products Russian User Group Conference October 23, 2013...

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© 2013 Aurea Software

Aurea and Aurea 2013 Products

Russian User Group Conference

October 23, 2013Thomas Steinborn

Aurea Software

© 2013 Aurea Software 2

Agenda

Aurea Software – Company & Strategy

Aurea 2013 Technology Products

Aurea 2013 Insurance Solutions

Customer Case Studies

© 2013 Aurea Software 3

Executive team

Scott BrightonChief Executive Officer

Dr. Mohammad KetabchiChief Product Officer

Hub VandervoortChief Technology Officer

• Leela Kaza, SVP Services• Todd Brooks, COO• Patrick McClain, CFO

Eric LevineChief Marketing Officer

• Dan Mohan, SVP Value Assurance• Curt Richtermeyer, SVP Sales• Melissa Garza, VP Human Resources

© 2013 Aurea Software 4

Aurea Core Philosophy

The Typical Model1 GROWTH

2 PROFIT

3 CUSTOMER SUCCESS

New 80%

Existing 20%

The Aurea Model1 CUSTOMER SUCCESS

2 PROFIT

3 GROWTH

New 20%

Existing80%

© 2013 Aurea Software 5

Customer Success

Premiere Product

Solution Support

Customer Success

Superior Services

Relationships

Insights

Inno

vatio

n100% CUSTOMER SUCCESS

• Every customer assigned two executive sponsors

• Twice annual meetings to review achievement & establish goals

• Establish crisp, meaningful success metrics together

• Every employee bonus tied to success

© 2013 Aurea Software 6

Software Factory

Aurea Technology Products power Solutions

Aurea Technology Products(Actional, DataXtend SI, Savvion, Sonic)

… Global Support

Visitor Routing

Telecom & Media Solution

Credit Card Ops

Aurea Insurance Solution

© 2013 Aurea Software 7

Agenda

Aurea Software – Company & Strategy

Aurea 2013 Technology Products

Aurea 2013 Insurance Solutions

Customer Case Studies

© 2013 Aurea Software 8

Aurea 2013 Technology Products

Easier Than Ever Before

Sonic: Easier to develop and deployDXSI: Increase developer and team productivityActional: Solve problems faster and simplySavvion: Dramatically easier to use – by

everyone

© 2013 Aurea Software 9

Hot-Hot

DS’ DS’’

BR’ BR’

ESB ESB

BR’’ BR’’

CAA

DS’ DS’’

BR’ BR’’

ESB ESB

Easier to develop, deploy and operate; cloud-ready

Deployment requirements modeling, support for location transparency, dramatically improved developer tools

BR

© 2013 Aurea Software 10

Deployment requirements modelling

Hot-Hot

DS’ DS’’

BR’ BR’

ESB ESB

BR’’ BR’’

CAA

DS’ DS’’

BR’ BR’’

ESB ESB

Choose Deployment

Pattern

ESBNode 1

ESBNode 2

Stand-alone

• Proc 1• Proc 2

Load Balanced

• Proc 3

Failover

• Proc 4

Define Deployment

Requirements

deployment model

DeploymentModel

Generated

© 2013 Aurea Software 11

Location transparency

Sonic Clients dynamically discover broker locationssonicrn:///myBroker

Brokers auto-configure from the runtime environment; Amazon EC2 aware

BR

myHostA

myHostB

No configuration changes at clients or brokers!

© 2013 Aurea Software 12

Dramatically Improved Developer Tools

Everything is no more than 2 Clicks away:• Edit Runtime Parameters from the overview page• Edit Processing Stages Directly• Use Breadcrumbs to jump directly• One Click Process Tracking• …and more

© 2013 Aurea Software 14

EDIFile

CSVFile

CustomFile

Increase Developer and Team ProductivityBroader file support, simpler change and test case

management

© 2013 Aurea Software 15

Flat-file support

• EDI (including SEF)• CSV• Custom!

ACORD/AL3 [ACORD]

EANCOM HIPAA NCPDP [TELCO]

AHM780 EDIFACT HL7 TRADACOMS

IATA/Cargo-IMP [CARGO] and IATA/PADIS [IATA]

Edig@s NCPDP/SCRIPT [NCPDP]

X12

© 2013 Aurea Software 16

Custom flat file

1;Butternut Squash IncSquash GloveSquash RacquetSquash Balls2;Sub Par GolfGolf BallsGolf Shoes3;Blue Line HockeyShin PadsKnee GuardsIce SkatesHockey StickHockey Puck4;UFO FrisbeeFrisbeeWhistle5;Dark Alley BowlingBowling BallBowling BagBowling Shoes

© 2013 Aurea Software 17

Test Suites

• Define the test cases to be run togetherin a suite

• Define the orderof execution of thosetests

© 2013 Aurea Software 18

Team Synchronizing

• Use SVN tocollaborate

• Resolveconflicts ina familiarway

© 2013 Aurea Software 20

Solve Problems FasterCreate, view, analyze and take fast action

© 2013 Aurea Software 21

Vasco to build out his slides

Examine alarms and warnings as they happen

Get graphic distributions on how Alerts are fired

At a glance, evaluate distribution of alerts by customer segments

Create views that matter to you most

© 2013 Aurea Software 22

Easily identify business transaction issues

Easily analyze all associated alerts and audits for the identified transaction

Easily locate business transactions by time or key business values and error conditions

Track transaction dependency and errors – even in flight!!!

© 2013 Aurea Software 23

Centrally-defined Interceptor settings

Actional Management Server

Actional AgentActional Agent Actional AgentActional Agent

© 2013 Aurea Software 24

Introduced OAuth & REST support in AI

© 2013 Aurea Software 26

.

Dramatically easier to use – by everyone Faster development, simpler modeling and simulation

and easier to use business analytics

© 2013 Aurea Software 27

Easier to manage sophisticated projects

• Streamlined for large-scale process design

• Standard features such as search, auto-complete, tagging, etc.

• One-Click Deployment and project hierarchies

© 2013 Aurea Software 28

BPM success requires rapid implementation

• Powerful tools for UI design

• Create dynamic applications without coding

• Optimized for non-technical

• Doesn’t restrict advanced users

© 2013 Aurea Software 29

Build solutions faster

• Custom Logic without Custom Coding.

• Improves development accuracy and productivity.

• Does not limit the potential for highly advanced process design.

com.savvion.sbm.bizlogic.util.Session session = null;com.savvion.common.jst.JSTools jst = new com.savvion.common.gel.JSTools();Object tmp = null;java.util.List dsList = gel.toList(new String[]{"AmountRequested", "ManagerApproval", "SpecialFlag"});jst.setDataslots(jst.getDataSlotRealValue(dsList));jst.setDataslotMetadata(jst.getDataSlotMetadata(dsList));

if ((jst.compare("@AmountRequested", ">", "5000")&&gel.compare("@ManagerApproval", "eq", "yes"))) { jst.copy("x", "@SpecialFlag");} else { jst.copy("y", "@SpecialFlag");}

Traditional Coding Savvion 2013 with GEL

© 2013 Aurea Software 30

Exchange ideas in real time

• 100% Web based – designed for Cloud.• Works on iPad and Android tablets.• Changes seen in real-time by all logged in users.• Detailed Revision History and Comparison• Collaboration and Documentation Center• Simulation on as-is and to-be scenarios.

Introducing “Process Edge”: Making BPM accessible to the entire organizationBusiness Stakeholder and Business Analyst Collaboration Center

© 2013 Aurea Software 31

Agenda

Aurea Software – Company & Strategy

Aurea 2013 Technology Products

Aurea 2013 Insurance Solutions

Customer Case Studies

© 2013 Aurea Software 32

Aurea Insurance Solution suite

Insurance Data Exchange Accelerator

(IDEA)

Insurance Process

Management

(IPM)

DistributorCompensation Management

(DCM)

• Supports complex comp. plans• Plan can be reconfigured easily• Is fast and scales

• Deeply verticalized insurance BPM• Creates visibility into operations and

enables continuous improvements

• Simplifies access to insurance information• Simplifies change management• Provides common insurance data model

© 2013 Aurea Software 33

They come together in a robust solutions suite

CRMNIPR Finance FINRA

Sales and Channel Manager

Compensation & Compliance

Manager

Producer

Insurance Process

Management(IPM)

Insurance Data

Exchange (IDEA)

Insurance Compensation Management

(DCM)

BIG

© 2013 Aurea Software 34

Agenda

Aurea Software – Company & Strategy

Aurea 2013 Technology Products

Aurea 2013 Insurance Solutions

Customer Case Studies

© 2013 Aurea Software 35

British Airways

Business Challenge

• Enable critical business processes such as flight and customer management

• Enables BA to enrich the information and spot real-time customer opportunities to improve the flight experience.

Product Use

• Sonic - for providing integration to over 250 applications.

• Actional Intermediary for providing a secure gateway to all of BA's downstream systems

© 2013 Aurea Software 37

Belgacom

Business Challenge

• Improve Operational Efficiency to leverage acquisitions

• Enhance Time-to-Market for new products

• Improve Customer Experience and Loyalty

Product Use

• Standardization on Actional, DataXtend SI and Sonic reduced complexity

• Increased efficiency in the operations department using end-to-end monitoring and centralized logging

© 2013 Aurea Software 38

JPMorgan

Business Challenge

• Risk and Portfolio Management Platform needs to conform to regulatory compliance needs

• Near real time visibility of risk exposure for individual and risk exposure

Product Use

• Sonic to connect the risk calculation platform and the trader desk in real time

© 2013 Aurea Software 39

Kaufland

Business Challenge

• Publish price updates up to four times a day to match competitor prices

• Run localized campaigns with specific regional prices

Product Use

• Sonic to connect the head quarters and the stores for pricing, backordering, etc.

• Sonic as central messaging hub for all integration needs

Thank You!