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Dr. Rado Kotorov
March 2012
WebFOCUS RoadMap
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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.
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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
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Process For Continuous Innovation & Capability Expansion to Support Business & User Growth Over Time
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Enabling Self Service for Business Users:
BI Portal & InfoAssist
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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
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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
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InfoAssist & New Portal
Copyright 2010, Information Builders. Slide 8
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
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Copyright 2007, Information Builders. Slide 9
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BI Portal: End User Portal Content Customization
Copyright 2007, Information Builders. Slide 10
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BI Portal: Development of Portal Views
Copyright 2007, Information Builders. Slide 11
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New Themes & Social Media Integration
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Hold Files – Document Mode
Copyright 2007, Information Builders. Slide 16
Hold Files – Document Mode
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Multi-Page Documents
Copyright 2007, Information Builders. Slide 17
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New Visualization Engine
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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.
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Active Technologies
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Sample HTML5 output
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Interactive Data Discovery
Choropleth Maps Small Multiples
Visual SearchLinking / Brushing
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Interactive Data Discovery with InfoAssist
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Interactive Data Discovery with InfoAssist
Copyright 2010, Information Builders. Slide 24
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
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Simplifying BI Application Development
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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
Copyright 2009, Information Builders. Slide 26
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Application StudioApplication Development IDE
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Application StudioApplication Development IDE
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WebFOCUS Mobile Enterprise Mobile Enablement
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Copyright 2007, Information Builders. Slide 30
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
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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
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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
Copyright 2010, Information Builders. Slide 32
8.0
Objective: Ongoing enhancements for designing state of the art applications for any device
8.x
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Active Technologies UI Upgrade
Copyright 2011, Information Builders. Slide 33
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Mobile: Media Query Preview
Copyright 2010, Information Builders. Slide 34
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Mobile: InfoMini
Copyright 2011, Information Builders. Slide 35
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Mobile: CSS3 Interactive Styling
Copyright 2010, Information Builders. Slide 36
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Mobile: Web Forms 8.0 for Mobile Devices
Copyright 2011, Information Builders. Slide 37
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.
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Mobile: Six steps to create data input apps
Copyright 2007, Information Builders. Slide 38
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.
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Mobile: Six steps to create data input apps
Copyright 2007, Information Builders. Slide 39
3. Select the navigation option for the application.
4. Select skins.
5. Select name for the default files created by Update Assist
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Mobile: Six steps to create data input apps
6. Launch the application
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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
Copyright 2007, Information Builders. Slide 41
Copyright 2007, Information Builders. Slide 41
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BI Extensions: Magnify & RStat
Copyright 2007, Information Builders. Slide 42
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BI Search Applications: Concepts & Technologies
Copyright 2010, Information Builders. Slide 43
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
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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
Copyright 2010, Information Builders. Slide 44
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Magnify: BI Search Applications
Copyright 2010, Information Builders. Slide 45
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
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Analytics with BI Search: Example
Copyright 2010, Information Builders. Slide 46
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
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Analytics with BI Search: Example
Copyright 2010, Information Builders. Slide 47
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
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Analytics with BI Search: Example
Copyright 2010, Information Builders. Slide 48
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
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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
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Sentiment Analysis
Search for a product across many systems
Narrow down matches based on Sentiment Analysis
Compare facets withCategory Tree pie charts
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RStat 1.3.1
Copyright 2010, Information Builders. Slide 51
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
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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
Copyright 2007, Information Builders. Slide 52
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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
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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
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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?
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Review Historical Performance
Compare performance of own brand against competitor brands
Review historical performance of own brand against own and competitor media activities
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Measure Impact on Sales
Measures ROI of different marketing levers
Marketing mix model measures the impact of various marketing vehicles on overall sales
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Plan For The Future
58
Create, view and edit future plans
Allocate yearly budget across media activities and at lowest level of execution
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SAS2RStat Conversion
Copyright 2007, Information Builders. Slide 59
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
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Thank You!