Kerim Akgonul

Douglas Kim

October 3 2013

The Power to Simplify – Pega 7 Overview 01

Works the Way your Business Thinks 01

The Power to Simplify

02 Engages More Users through More Channels

03 Simplifies and Accelerates

Works the Way your Business Thinks

01

Case Lifecycle Management

Predictive and Adaptive Analytics

Case Lifecycle Management Works the way the business thinks

Phone Screen

Predictive Index

Myers Briggs PT

Personal Details

Education

Skills

Manager Interview

[Live Presentation]

[Demo]

[Company Tour]

[Executive Interview]

Review Feedback

[Background Check]

Check Referrals

Determine Comp

Internal Approval

Submit Offer

Negotiate Offer

Launch Onboarding

Collect Resume Recruiter Review Interview Decision Offer Accepted

[Rejected] [Withdrawn]

4

Case Lifecycle Management- Lay out how work gets done in stages…

5

Case Lifecycle Management – …And fill in the details of each stage…

6

Case Lifecycle Management – …And end-users instantly see what the designers see

7

Case Lifecycle Management Sophisticated reports brings situational awareness to management

8

Full Case Management Feature Set in Pega 7

o Smart Shapes

o Stage Visualization

o Modern End User UI

o Robust Bulk Processing

o Wait Shape

o Cascading Approvals

o Percentage-based throttling

o Pega Pulse

o Multi-Escalation SLAs

o Duplicate Search

o Smart Case Locking

o Stage Based Design

o Intermediate Events

o Process Outline

o Enriched Case Dependencies

o Enhanced Parallel Processing

o Attachment Referencing

o Spreadsheet style Case Editing

9

Predictive and Adaptive Analytics Design, configure and deploy sophisticated predictive models and analytics, leveraging Big Data in your business process

10

Predictive and Adaptive Analytics-driven processes Helps you dramatically improve retention and upsell/cross-sell

11

Predictive and Adaptive Analytics-driven processes Helps you introduce innovative ways to deliver compelling offers to customers

12

Engages More Users through More Channels

02

Omni-Channel UX

Pega Pulse Social Collaboration

Omni-Channel UX Rich support for mobile case workers and customers across mobile and social channels

Responsive Screen Layouts

Signature and Image Capture

Location Based Assignments

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Embed in social media apps

Omni-Channel UX Design your app for the desktop….

15

Omni-Channel UX …And with Responsive Screen Layouts, it’s instantly deployable everywhere…

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Omni-Channel UX …And deploy on your social media presence

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Pega Pulse Social Collaboration built-in

o The power of social tools, guided and integrated into the work managed by Pega.

o Users can advance a process or resolve a case directly from the conversation feed.

o Creates rich knowledgebase for future re-use.

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Simplifies and Accelerates

03

Pega Live Data

Zero-Disruption Architecture

Designer Studio

Simplified Security Management Additional Architectural Improvements

Designer Studio

Improves Developer Productivity

20

Designer Studio Smart Shapes Simplify and Accelerate Development

21

Traditional Approach Pega Live Data

Pega Live Data

22

Simplifies the use of data in business processes

Data management clutters business process definitions.

Hard to understand. Hard to change.

Data are managed “behind the scenes” and automatically flow to the right process steps at the

right time.

Easy to understand. Easy to change.

Pega Live Data

The right data, in the right places, at the right times

SYSTEMS OF RECORD AND BIG DATA

YOUR PROCESSES AND SCREENS

PEGA LIVE DATA

FETCH UPON REFERENCE INTELLIGENT CACHING BACKGROUND RETRIEVAL

23

Pega Live Data

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Example: Search for customers – auto refresh

Zero Disruption Architecture

o Failover is invisible to users. They are instantly migrated to a standby server and experience zero disruption.

o Perform planned system maintenance without disrupting users.

o Works on-premises or in Pega Cloud.

25

Zero-Disruption Architecture

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Recover from browser crash

Browser state is fully recovered after a crash. The user can continue

working the case(s) that were active.

Zero-Disruption Architecture

27

Controlled rule change

Configured to take effect: • Immediately • Next Logon • Next Pega Thread • API Call

Security Access Manager Supports both coarse and fine-grained control

28

Additional Architectural Improvements

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oPerformance Optimizations

oMulti-Tenancy Support

oPostgreSQL Support

Works the Way your Business Thinks 01

The Power to Simplify

02 Engages More Users through More Channels

03 Simplifies and Accelerates

Case Lifecycle Management

Predictive and Adaptive Analytics

Omni-Channel UX

Pega Pulse Social Collaboration

Pega Live Data

Zero-Disruption Architecture

Designer Studio

Simplified Security Management

Build for Change®

Pega software revolutionizes how leading organizations optimize the customer experience and automate operations