Dr. Rado Kotorov March 2012 WebFOCUS RoadMap 1. Core Mission & Philosophy Core Mission: Dedicated to provide the best platform and tools for creating

Dr. Rado Kotorov

March 2012

WebFOCUS RoadMap

1

Core Mission & Philosophy

Core Mission: Dedicated to provide the best platform and tools for creating and delivering large enterprise information systems

Maintain and expand a wide range of capabilities – from data access to application development

Continuous improvements in development efficiencies to reduce the cost and time to deliver enterprise information systems

Strategic Goals: Use the platform’s core strengths to power an ecosystem BI related technologies to allow customers to expand their information systems in new areas such as predictive analytics, search, etc.

At IBI Innovation Is an Institutionalized Process

UserCroups

StrategicDevelopment

ExecutiveTeam

Industry &TechnologyConferences

IndustryAnalysts

Hands onEthical

CompetitorResearch

Customer Input

Field SE’s & Sales Account

Execs

WFAdvisory

Board

MarketPerspective

Plans &Proto- types

Customer Cross

Reference

Panels

POCs

Process For Continuous Innovation & Capability Expansion to Support Business & User Growth Over Time

Enabling Self Service for Business Users:

BI Portal & InfoAssist

The Self Service Trend: Hype & Reality

Self-Service is the new management fad: banking, retail, telecom, BI….

Self-Service Myths: Valid across all industries 1. Self- Service is a foolproof way to reduce cost:

Implement it right or not at all2. Self-Service eliminates IT bottlenecks (customer interactions):

Works only as part of a multi-channel service plan3. Self-Service is a quick fix:

It is often only a transfer of cost It frequently alienates users

4. One Self-Service method fits all customers and all their needs: Only some customers prefer self-service: Find out who Many BI customers do not know any better

For IBI Self-Service is one aspect of a much broader enterprise information and decision support system

InfoAssist & New Portal

Copyright 2010, Information Builders. Slide 7

BI Portal: Focus on engaging the BI consumer 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 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

BIP

Objective: Become highly competitive in the self-service market with enterprise level query, analysis & portal tools

IA

InfoAssist & New Portal


BIP & IA: Unified look and feel and workflow BIP: Targeted for designers, business and end users

WYSIWYG designer with robust layout options Themes & dynamic report styling Chart autofit within any screen/device size

InfoAssist: New HTML 5 chart engine integration & multi-drill Full AR styling and enhanced conditional styling Relative Positioning Tools consolidation –Advanced GA in IA

New: Multipage layouts, Sub-query support, more analytic functions, 508 output.

Integration of BIP with Social Media Sites Mobile development in IA or Application Studio

8.0

8.x


BI Portal: End User Portal Content Customization


BI Portal: Development of Portal Views


New Themes & Social Media Integration

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Hold Files – Document Mode


Hold Files – Document Mode

Multi-Page Documents


New Visualization Engine

The New Visualization Engine: Benefits

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, HTML5, 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.

Active Technologies

Sample HTML5 output

Interactive Data Discovery

Choropleth Maps Small Multiples

Visual SearchLinking / Brushing

Interactive Data Discovery with InfoAssist

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Interactive Data Discovery with InfoAssist


Why we can deliver quickly? Foundation is set via InfoAssist & HTML5 chart engine

Why would we offer better and more competitive tool? Single Tool, Many Uses:

Access any data source Create any report, dashboard and visualization Same UI and workflows No need to extensive training Less maintenance

New innovative combination charts for multidimensional analysis

Objective: Create a data discovery module in InfoAssist for easy development of advanced data discovery visualizations

Simplifying BI Application Development

Application StudioApplication Development IDE

Customer Feedback: Faster and easier

development of customer-facing Guided Adhoc applications

Consistent and modern UI, as in InfoAssist

Improved workflow and templates

Less reliance on specialized FOCUS language skills



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WebFOCUS Mobile Enterprise Mobile Enablement


WebFOCUS Mobile Strategy: Offer device independent BI

solutions Offer develop once, deploy

anywhere environment Offer highly interactive, device

exploitive Web Apps with built in analytic capabilities

Make it easy to embed BI Web Apps in custom applications

WebFOCUS Mobile Components: Active Technologies Mobile Favorites MobileFaves WebFOCUS Web Forms ..and forthcoming extensions

Any Device, Any Form Factor, Any OS Platform

Active Technologies for Mobile Web Apps

Ease of Use Single-tap UI paradigm Full gesture & screen rotation support Embedded data analysis and visualization Full offline data interactivity

Ease of Development Dynamic device detection Build once, fit in any device

Industry Standard Web Apps technology iPhone App-like UI Available in HTML or Flash

Mobile

Active Technologies Enhancements: 80 New HTML5 Charts New Modern Look and Feel: Google like style Incremental: layout and image rendering improvements and

jQuery integration

Building Device Aware Apps in Application Studio: Media Query initial support via templates jQuery integration for mobile application development

InfoMini for mobile devices Implement CSS3 support and generation tools Mobile development via InfoAssist and Application Studio


8.0

Objective: Ongoing enhancements for designing state of the art applications for any device

8.x

Active Technologies UI Upgrade


Mobile: Media Query Preview


Mobile: InfoMini


Mobile: CSS3 Interactive Styling


Mobile: Web Forms 8.0 for Mobile Devices


Tablets are particularly suitable for field operations applications: Easy to carry Easy to interact with

data & forms Easy way to create data

input applications Supports different types

of data input validations Support for custom look

and feel to blend in any branded application

Objective: Target high ROI field operations applications that integrate reporting with user feed back.

Mobile: Six steps to create data input apps


1. Launch Update Assist by right-clicking on a Master File.

2. Select the fields to which you want to Add, Update or Delete data.



3. Select the navigation option for the application.

4. Select skins.

5. Select name for the default files created by Update Assist


6. Launch the application

Mobile Faves App for iOS (iPad & iPhone)

Native app for consumption of WebFOCUS content

Provides controlled access to WebFOCUS content through: SSO security Mobile Favorites portal (normal

“pull”) Email attachments (“Open-in”) Subscribed documents

(automatic “push”) Access to any online WebFOCUS

application or content Allows saving, emailing and

cataloging of stand-alone content



BI Extensions: Magnify & RStat


BI Search Applications: Concepts & Technologies


Pain Points: Large DB or Mixed

content Users have difficulty

finding information

BI Search Solution: Index the data sources

to make finding information easier

Link Search results to BI to make analysis accessible

What We Can Do

Index very large amounts of data in clustered indexes: We have effectively created our own map reduce (invented by Google),

i.e. the ability to do distributed computing to process efficiently large volumes of data.

Indexing any language via our partnership with Basis Technology Basis Technology language analyzers are OEM-ed by practically every

search vendor

Eliminated the complexity to develop search applications by introducing Magnify format: We solved the skills and learning problem – any BI developer can build

a search application.

Index common file formats – PDF, Word, Excel, TXT, etc Crawler file directories


Magnify: BI Search Applications


New FORMAT Magnify in Application Studio allows BI developers to build BI search applications in the same manner as they build BI reports

New User Interface that incorporates the HTML5 charts into the category tree for better visualization of search results and easier data discovery

UI for format Magnify Integrate an open source crawler and finish file watcher Feed for SOLR: 95% of deployments use SOLR and the feeder will

allow us to upgrade some of these applications with BI content. Sentiment Analysis: Score emails, documents, etc., to identify

negative/positive messages to facilitate churn reduction/upsell

Objective: Make it easier for BI developers to create BI search apps. We are the first BI tool for building search apps.

8.0

8.x

Apps

Analytics with BI Search: Example


Search for an inventory item in large repositories across many systems

Narrow down the matchesby using suggestions fromthe faceted navigation

Click to convert the resultsto an Active Report toperform further analysis



You can now pivot the results to find the item that has the highest cost

Then you can click on the item to generate any typeof report

Or you can switch back tosearch results and runany report on any item



Drill down to any report with relevant informationfor the item of interest

Inventory, sales, and other reports

Guided ad hoc and predictive analytics

Detailed product documents

The Cases for Sentiment Analysis

Conventional methods of gauging customer sentiment, such as surveys and focus groups, provide neither real time nor customer level information.

Hard to take immediate action on them

Sentiment Analysis: Translates expressed emotions into hard data Monitor blogs, news articles, online forums, social networks, etc. in real time

Pinpoint customer perceptions and trigger action:

Prevent customer attrition

Measuring customer experience

Improve brand perception

Monitor product adoption

In government – measuring the pulse of the public

Sentiment Analysis

Search for a product across many systems

Narrow down matches based on Sentiment Analysis

Compare facets withCategory Tree pie charts

RStat 1.3.1


RStat new features: Deployment within Teradata by exporting Rstat models as User

Defined Functions (UDF) Import R scripts for direct deployment in WebFOCUS

Integration of 64bit R for working with large data sets New C routine for Random Forrest models to increase accuracy in

some particular cases

Price & Promotion Optimization Marketing Mix Optimization Surgical Room Optimization SAS2RStat – methodology based conversion of SAS Enterprise Miner

scoring Applications

Objective: Broaden the deployment options by providing in DB scoring, conversion options, & packaged applications

1.3.1

2.0.0

Apps

Conv

RStat: 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 Advantages: Time to market Extend BI usage without straining development resources


Pricing Application

Price Optimization Application

IBI Fractal solution

Why use a Price Optimization application? How do you determine the right price? How elastic is the price, i.e., how sensitive is the consumer to price

increase/decrease? What is the cost of having the wrong price?

The Price Optimizations applications improves the accuracy of the pricing decisions by: Capturing all the dimensions for pricing – consumer demand,

competition, and profitability Providing both historical as well as predictive view of the demand-

price scenarios Incorporating all past learnings of consumer behavior in response

to price changes in the models

Pricing Application

Projected KPIs (Numerical and graphical)Modified Prices

Export options

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

IBI Fractal solution

MMM Application Why use a Marketing Mix Modeling application? Many CMOs say: "I know 50% of my marketing spend is not working,

but I don't know which 50%” How do you determine how to allocate resources between different

marketing channels?, Is TV advertising more beneficial than Web, Print, etc.

How do you determine the marketing effectiveness on different customer segments?

The Marketing Mix Modeling application provides: Integrated marketing planning and optimization platform allowing

users to understand the past and plan for the future using scientific models

Ability to capture ROI of historical marketing activities Ability to allocate spend across various marketing vehicles Ability users to simulate multiple planning scenarios

How does the MMM Application help?

Review Historical Performance

Compare performance of own brand against competitor brands

Review historical performance of own brand against own and competitor media activities

Measure Impact on Sales

Measures ROI of different marketing levers

Marketing mix model measures the impact of various marketing vehicles on overall sales

Plan For The Future

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Create, view and edit future plans

Allocate yearly budget across media activities and at lowest level of execution

SAS2RStat Conversion


SAS2RStat© is a methodology used to migrate SAS users to RStat by converting a SAS Script to RStat Script.

SAS2RStat© is targeted to convert SAS Enterprise Miner applications: SAS Enterprise Miner starts at $200,000

Scope of effort – 4 to 6 weeks.

SAS Users need to provide: All SAS Input and Output Scripts

NOT the data, just the scripts SAS scripts are like FOCUS scripts

All SAS scripts can be exported directly from within SAS

Thank You!