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Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

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Page 1: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Simplifying the Expanding World of

Business Intelligence

Dan Ortolani, Vice President ATSMatthew Lerner, Strategic Product Manager

Page 2: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

“Provide the best information to all of the people who need it to help them make better decisions both within and without an organization”

Information BuildersOur Vision for Business Intelligence

Page 3: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2009, Information Builders. Slide 3

Since the last Summit in Nashville, Tenn. 2009

New Customers

Page 4: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Summit 2010Welcome Our New Family Members!

Copyright 2007, Information Builders. Slide 4

Page 5: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New CustomersInternational 2009/2010

Page 6: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New CustomersJapan 2009/2010

Page 7: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New CustomersJapan 2009/2010

Copyright 2007, Information Builders. Slide 7

Page 8: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New Geographies Added 2009-2010

ChinaRussiaSaudi Arabia/Gulf States/TurkeyRomania/Bulgaria/Czech RepublicPoland

Copyright 2007, Information Builders. Slide 8

Page 9: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 9

As every year…Customers have won awards for their applications

Awards

Page 10: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

The Computerworld Honors Program Our Customers’ Achievements

2009 Winner US TRANSCOM

2009 Finalists Nationwide – Columbus City

School New York Public Library

2009 Laureates BNSF Erlanger Police Department Federal Student Aid Prince George Police Department Spain’s Ministry of Immigration

2010 Laureates ASM Dealer Services Dialysis Clinic Food for the Poor Mount Sinai Rural Servicios Informaticos

Page 11: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 11

PressCustomers whose applications are featured

Page 12: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Customers in the Press

Copyright 2009, Information Builders. Slide 12

Page 13: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 13

PartnersJoining us this at Summit this year

Page 14: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

2010 Summit Sponsors

Page 15: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Information Builders also won some awards…

Copyright 2007, Information Builders. Slide 15

Page 16: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 16

iWay Software named to SD Times Top 100 List

Information Builders named Leader in CRM’s Awards

Information Builders named to Software 500 List

Information Builders named KM World Top 100

Awards for Information Builders

Intelligent Enterprise named Information Builders “Ones to Watch” for BI

Information Builders Named Finalist in Two Categories in 2010 American Business Awards

Page 17: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

What Analysts are Saying About Information Builders

LEADER

VISIONARY

VISIONARY

Strong Performer

HOT Vendor – Performance Management

HOT Vendor – Business Intelligence

Wisdom of Crowds BI Study

-Ranked HIGHEST

Top Overall Honors

Copyright 2007, Information Builders. Slide 17

Gartner BI Magic Quadrant…………….

Gartner Managed File Transfer Quadrant..

Gartner Data Integration Quadrant........

Forrester BI Wave……………………….

Ventana Research………………………

Ventana Research……..……………….

Dresner Advisory Services……………..

The OLAP Report…………………………

Page 18: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New Development is tied to what our customers are doing.

Copyright 2007, Information Builders. Slide 18

Page 19: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Diversity of Applications Among These Companies

There are lots of different environments and types of information consumers in all of the organizations we serve.

In release 7.7 there are 260 enhancements and new features.

Page 20: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

The Main Categories of Users

Customer facing – end users Live in front of browsers Live using PDA’sReceivers of information via email attachments

Inside the organization – end users Live in front of browsers Live using PDA’sReceivers of information via email attachments

Inside the organization – power users Inside the organization – developers

Copyright 2007, Information Builders. Slide 20

Page 21: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Development Goals of New Features To Serve These Users

Simplicity Doing complex things easier

Scalability Reliability Efficiency

Security User separation Malicious attack

New Components to serve special needs Component Integration

Copyright 2007, Information Builders. Slide 21

Page 22: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

2000 Through 2010:Expanding the Architecture

Copyright 2007, Information Builders. Slide 22

Page 23: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS 10 Years Ago

Copyright 2007, Information Builders. Slide 23

Reporting

Query & Analysis

Information Delivery

MS Office &e-Publishing

Front Office

Extended BI

Core BI

Extensions to the WebFOCUS platform allow you to build more application types at a lower cost

Data Warehouse& ETL

DataMigrator

Back Office

Page 24: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS TodayCore BI + Extended BI

Copyright 2007, Information Builders. Slide 24

Reporting

Query & Analysis

Dashboards

Information Delivery

PerformanceManagement

EnterpriseSearchMagnify

Visualization& Mapping

Mobile Applications App/Dev, Portals

& Mash-upsPredictive AnalyticsRSTAT

MS Office &e-Publishing

Front Office

Extended BI

Core BI

Business toBusiness

Data Warehouse& ETL

DataMigrator

Master DataManagement

Data Quality Business ActivityMonitoringBack Office

Extensions to the WebFOCUS platform allow you to build more application types at a lower cost

Page 25: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

iWay Integration SolutionsProduct Line Focused On Three Areas

Enterprse Information Management (EIM)

Copyright 2009, Information Builders. Slide 25

Data Warehouse and ETL

DataMigrator

Data Quality Master DataManagement

Business-to-Business (B2B)

BusinessActivity

Monitoring

Trading PartnerManagement

Data Governance

DataProfiling

ManagedFile Transfer

Business Process Automation (BPA)

Application and Legacy Integration

300+ Pre-PackagedIntegration Components

ComplexEvent Processing

ActivityMonitoring

Page 26: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

One of the drivers that keeps us adding new functions and features is...

Copyright 2007, Information Builders. Slide 26

Page 27: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

The “Time” Dimension of Information

What HAS happened? What IS happening? What MIGHT happen?

Historical Real-Time Predictive

Page 28: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 7.7 & Release 8

Copyright 2007, Information Builders. Slide 30

Page 29: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 8Key Product Initiatives

WebFOCUS Mobile **InfoAssist Release: Advanced Web Development

Tool **New Visualization Enhancements **Metadata Management & Efficiency improvements **New Business Intelligence Portal Expanded security model and options New GUI facilities to build ‘Guided Reports’ **

** Also in Release 7.7

Copyright 2007, Information Builders. Slide 31

Page 30: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 8Mobile Capabilities

New app for the iPad & iPhone Latest technologies exploited: Apple’s API’s, HTML5 Users subscribe to mobile reports via Portal App then renders prompting forms and content

complete with gesturing support

Copyright 2007, Information Builders. Slide 32

Page 31: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 8Mobile Capabilities

Device Independent Approach Active Reports delivered to any mobile device Automatic device detection provides supports for

specific devices’ gesturing, touch technologies Droid, iPad, iPhone, BlackBerry Torch and latest

Storm models Cost effective approach – no customization required

Copyright 2007, Information Builders. Slide 33

Page 32: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 34

InfoAssist evolves with new advanced capabilities Initially, reporting and analysis were key areas of focus Compose provided entre into design and creation of

compound documents, e.g., PDF Now users can design their own dashboards

Import existing reports and charts or build from scratch Connect dashboard components via global filtering

Makes data exploration easy Filtering on specific dashboard components

Advanced chaining, other parametric capabilities (dimensions, measures, etc.)

Add new RIA components to Active Dashboards, e.g., multiple combo boxes, tabs, etc.

WebFOCUS Release 7.7 InfoAssist: Web-Based Development Tool

Page 33: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

InfoAssist: Additional Advanced Features

Copyright 2007, Information Builders. Slide 35

Customizable Application Ribbon (InfoMini) Select specific IA options on a per report basis

Users can create & publish gadgets for reuseAdd new dashboard pages directly from BID user view Same capabilities from Domain Tree

Admin can add dashboard pages (InfoAssist gadgets) directly from the BID admin view Publish to Group Views

New Browser mode for cube databases SAP/BWEssbaseMicrosoft Analysis Services

Innovation Initiative

WebFOCUS Release 7.7

Page 34: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2009, Information Builders. Slide 36

Page 35: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2009, Information Builders. Slide 37

Page 36: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager
Page 37: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager
Page 38: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Demonstration: End User Dashboards with InfoAssist

Copyright 2007, Information Builders. Slide 40

Page 39: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

New VisualizationsA Simple Way to Understand Data

Seeing data in different ways often helps to understand it,and see patterns that are not obvious.

Here is a sample application using the new facilities for visualization

New Release of Active Reports New library of Flash charts Embedded controls

New Release of Flex Enable Build Flash Dashboards in native IDE and Integrate

easily with WebFOCUS

Copyright 2009, Information Builders. Slide 41

Page 40: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 42

WebFOCUS Release 7.7 Enhancements for Developing BI Applications Developer Studio: Automatic Generation of Guided Ad-hoc

ApplicationsGoal is to reduce development time

Pre-built templates provided as starting point New “Guided Report” report parameterizes fields, style

sheets, drill-downs, sorting, report output choices, other options

A full application with launch pages, reports, filters, dashboards, and other comprehensive options is automatically generated

Easily deployed Ideal for developers who are new to WebFOCUS Minimal training and maintenance required

Page 41: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Simplified Very Detailed Formatting in PDF

Simplifying complex PDF documents Precise alignment of subheads/subfoots/columns Selective borders and grids Reporting Server & Report Painter

Copyright 2009, Information Builders. Slide 43

WebFOCUS Release 7.7

Page 42: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Sub-Reports: Simplify Merging Reports into One Report

In a single report we generally display data from one clustered set of files.

A ‘sub-report’ is a separate report, from possibly a different set of files, that is embedded in a ‘main’ report.

Usually the sub-report is placed in a sub-head, or sub-foot of the main report, and there can more than one of these.

One benefit is this is an easy way to put a graph in each sub-head of a multiple subject report.

Copyright 2009, Information Builders. Slide 44

WebFOCUS Release 7.7

Page 43: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2009, Information Builders. Slide 45

1

1

1

2

2

2

3

3

3

Page 44: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 7.7 Simplify Creating Guided Reports

Our unique ‘Guided Report’ allows a FORM to be used to present to a user a series of easy to use – point to – selections.

From the selections WebFOCUS generates a report. The benefit of this feature is that it avoids the need to

design hundreds of separate reports All of code to do this is embedded in the FORM. Now we will show you how this magic Guided Report is

created entirely in the GUI of Developer Studio.

Copyright 2007, Information Builders. Slide 46

Page 45: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 48

ArcGIS Server Support: Available in today’s 7.6.10 product release

Based on customer and field demand, new product strategy is to integrate with ESRI’s Flex-based map viewer

IB to deliver value-add components for bi-directional integration with ArcGIS Server

Current IB-developed viewer will not be enhanced

WebFOCUS Release 7.7 ESRI Integration

Innovation Iitiative

Page 46: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

In the classical SQL ‘chasm’ problem for example, when two parallel paths would do a Cartesian product and produce a wrong answer we now do what FOCUS users have been doing; using the MATCH process.

Now we are doing this under the covers.

WebFOCUS Release 7.7 Efficiency Improvements

Copyright 2007, Information Builders. Slide 49

INCOME

STORE

COST

SUM COST AND INCOMEBY STORE

Savings: 250,000 records, 1000 lines output reduced from 91 seconds elapsed time to .5 seconds

Page 47: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Efficiency Improvement Extended

The prior example occurs in another context. Suppose we have two Fact Tables that use a common lookup table, e.g.

In this design we have two (or more) tables with no parents.

(in Release &7.7 & 8 this is now allowed with our enhanced Metadata)

Copyright 2007, Information Builders. Slide 50

STORE,PROD,SALE STORE,PROD,REORDER

PRODPTYPE

SUM SALE AND REORDER BY STORE BY PTYPE

Sale Fact Table Reorder Fact Table

Page 48: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 51

Total Length of all fields – 256K Maximum size of Master Maximum size of structure created via JOIN

Total Number of Segments - 1024 Maximum number of segments in report structure Maximum number of JOINS- 1023

Total Number of Sort Fields - 128 Combination of BY and ACROSS fields Includes hidden sorts list FOCLIST

Maximum size of single XFOCUS partition – 32 GB

Limits Lifted WebFOCUS Release 7.7

Page 49: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 52

WebFOCUS Release 7.7 New Release of Data Migrator

Real-time Capability iWay Adapter Framework adapters now supported, allowing

for real-time access to transactional data directly from Data Migrator

Integration with/callable from iWay Service ManagerEffective combination in 2009 for competitive

opportunities Change Data Capture

Incremental transactions in operational sources identified and automatically loaded into warehouse

Enhancements Driven by Informatica Replacement Support for source code control New data relationships in GUI & Metadata

Page 50: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 7.7 Performance Management: Powerful ‘WHY’ analysis

Easy to set-up with out of the box metrics, ready to go.

Lots of new collaboration features and gadgets

New FLEX look

Full ‘Balanced Scorecard Model’ plus 6 Sigma

It’s a WebFOCUS application so all of the metadata and reports are available.

Copyright 2009, Information Builders. Slide 53

Page 51: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

WebFOCUS Release 7.7 Easy way to “crawl” a Database to index it for Magnify

Databases with lots of textual information are searched much easier with a ‘search’ paradigm rather than a form paradyne.

The problem is .. How do you get the data from the database into the search engine? Now we have automated this process. And it can be applied selectively as the data changes

Quick index load directly from WebFOCUS HOLD FORMAT MAGNIFY

Copyright 2009, Information Builders. Slide 54

Page 52: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Web 2.0 Dashboard Trends

Extensively reviewed Web 2.0 Personalized Homepageshttp://mashable.com/2007/06/29/personalized-homepages/

User Defined ContentDrag and Drop ContentCollapsible ContentTabbed ContentCustomized LayoutsThemesStrong Corporate

Branding and Identity

Copyright 2007, Information Builders. Slide 55

Page 53: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 56

Next Generation of Business Intelligence PortalBuilt with Rich Internet Application approach Consistent ribbon-style navigation for both building new

portal views and user-based personalization Component Approach

Integrate with major industry portalsAdditional capability exclusively for SharePoint

Integrate SharePoint content, e.g., images, with WebFOCUS reports and tools

Define SharePoint as Report Caster output distribution destination

View & manipulate archived report contentCustomer feedback is ongoing

WebFOCUS Release 8 New BI Portal Initiative

Innovation Initiative

Page 54: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 59

Visual Interface Customize Navigation Layout Enable 0 – 4 banner areas Customize the Domain Tree location Choose from one of many included

themes Personalize with Text, HTML, and

Images

Current View DesignerNew View Designer

View Design

Page 55: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 60

Next Generation of Business Intelligence PortalBuilt with Rich Internet Application approach Consistent ribbon-style navigation for both building new

portal views and user-based personalization Component Approach

Integrate with major industry portalsAdditional capability exclusively for SharePoint

New Web Parts Report templates for SharePoint ListsReport from underlying data model View & manipulate archived report contentCustomer feedback is ongoing

WebFOCUS Release 8 New BI Portal Initiative

Innovation Initiative

Page 56: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 61

WebFOCUS Release 8 Next Generation of Security Integration

Personalized Approach GUI Responds & Displays Options Based on Roles

Set of permissions mapped to which objects and tools a user or group of users an access

Can be highly customized, flexible List, Create, Delete an object Read, Update Execute (report, report template, etc.)

New model will be RDBMS-based and provide single repository for the entire product (including Report Caster)

Page 57: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 62

User Interface and workflow changes planned Build Rich Internet Guided Ad-hoc Applications via Developer

Studio Implementation of RIA-based widgets

Customizable pre-built interactive components that can be used inside HTML pages to manage navigation, animation, etc. w/in BI applications

Build highly customized dashboards WYSIWYG Capability in Report Painter environment Advanced Charting with much simplified UI

Options available via ribbon-style navigation UI One charting tool for Developer Studio & InfoAssist

WebFOCUS: Release 8Development Environment

Page 58: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Copyright 2007, Information Builders. Slide 63

Free with Developer StudioSpecialized services via Fractal Business Analytic Applications

BAA are based on industry standard measurement methodologies

Solve a particular business problem, instead of being a framework

 

WebFOCUS Discussion Topics Key RStat Programs for 2010

Innovation Initiative

Page 59: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Thank you for your attention and lets start learning!!!

Copyright 2007, Information Builders. Slide 64

Page 60: Simplifying the Expanding World of Business Intelligence Dan Ortolani, Vice President ATS Matthew Lerner, Strategic Product Manager

Thank You!