Rich Internet Applications Kapil Kedar – Product Marketing Manager

Who am I… Kapil Kedar Product Marketing Manager (847) 993 - 3104 kkedar@actuate.com 5 Years in DW / BI Architect Consultant ABN Amro – Chicago, IL Bank of International Settlement – Basel, Switzerland Nortel Networks – Brampton, ON Blue Cross Blue Shield – Chicago, IL Danaher – Aldingen – Germany NCR – Dayton, OH 5 Years as a Sales Engineer 1 ½ Years as a Product Marketing Manager

Enterprise Information Who are you… Enterprise Information Enterprise Systems Data Management Systems Development Process Project Management Emerging Trends in Technology Data Warehousing Data Mining.  Business Intelligence

Agenda Quick History Information in Context What’s Setting Expectations Today Forrester’s Information Workplace in the world of Web 2.0 Demo Example What’s a RIA you might be familiar with and what are the technologies? Who gets what… In the future…

Quick History

Quick History

Quick History

Information in Context 1,610,000

Information in Context 1,610,000

Information in Context 1,610,000

Information in Context 1,610,000

Information in Context $1,610,000

RIA Delivers Information Effectively

What’s Setting Expectations Today

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Forrester’s Information Workplace in the world of Web 2.0 Contextual Information is presented to users based their on role, activity & preferences Seamless The application is transparent to the users surrounding systems and activities Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Multimodal Users multitask and operate across devices, UI’s and locations Social Users communicate, collaborate and cooperate Quick The application is extremely responsive

Demo

Sample Actuate Dashboards

Sample Actuate Dashboards

Sample Actuate Dashboards

Sample Actuate Dashboards AppSoft UK Limited Remove Customer Systems logo

Screen-shots – CWT Customer facing site Please add screen-shots

Screen-shots – CWT Customer facing site Please add screen-shots

Flexible Delivery

Flexible Delivery

Personalised Dashboard

FAA

What’s a RIA you might be familiar with and what are the technologies? Social networking and media sites Interactive IDEs & languages Interactive web sites & businesses Portal & Integration Technologies Web publishing Interactive pages, widgets, gadgets, and user interfaces

Who gets what…

The Challenge for IT: Which Path to Choose? Must clearly understand the intended service & value of the application Must know user skills BI knowledge Analytic capabilities Computer & application skills Must understand the user’s relationship to organization Security privilege Presentation format Frequency pattern

Know Users Analytic and Computer Skills Weak Scorecards Dashboard applications Custom dashboard applications & portals Explanations Trends Charts Formulas Filters Outlines Pivot tables Aggregations Dimensions Hyperlinks Parameters HTML SQL Statistics JavaScript Actuate Basic Java Excel analytic skills required Ad-hoc web reporting OLAP analytics Custom reporting applications Interactive web reports Strong computer skills required Weak

Know Users Analytic and Computer Skills Weak Scorecards Dashboard applications Custom dashboard applications & portals Explanations Trends Charts Formulas Filters Outlines Pivot tables Aggregations Dimensions Hyperlinks Parameters HTML SQL Statistics JavaScript Actuate Basic Java Excel analytic skills required Ad-hoc web reporting OLAP analytics Custom reporting applications Interactive web reports Strong computer skills required Weak 10s # of Users 10s - 1000s

In the future…

Serving All Users Across the Extended Enterprise To enable information adoption and use, Actuate provides: External Information Applications CUSTOMERS, CITIZENS & PARTNERS Interactive statements Online customer service Customer portals Web 2.0 reporting BI and Performance Management Applications EMPLOYEES & STAKEHOLDERS Packaged Performance Management Operational performance reporting Activity management Scorecards & dashboards Actuate Platform Scalable, open-source and standards-compliant

The World’s Largest Financial Firms Rely on Actuate This is a great set of names, but lots of competitors can put up the same slide.

Our Customers Here is a sample of some of our customers. Texas State Auditors State of Illinois STATE WIDE Here is a sample of some of our customers. Some of our bigger customers like Bank of America, State of Illinois (rolled out to 54 departments within 5 months and is now sitting on the Governor's desk),

Our Customers Here are some of our Manufacturing customers. One of the more recent additions is Motorola, a six-sigma shop.

Our Customers Several financial companies…

Our Customers Several pharmaceutical and health industry clients… Deaconess Hospital Several pharmaceutical and health industry clients…

Our Customers We also have several service areas such as communications, utilities, real estate…

Our Customers Texas State Auditors State of Illinois STATE WIDE Florida Department of Transportation The government makes up a big portion of our customers. We deal with the army, navy, air force, several Department of Transportations, Statewide, Counties… Oxfordshire Fire Service

Leadership Recognized by Press, Analysts and Customers 4 of the 5 top US-based global banks are standardized on Actuate for Enterprise Reporting Applications Rank: 4 Rank: 3 Rank: 2 Rank: 1 >20 Applications: Field Retail Investment Brokerage Portal >100 Applications: Global Online Corporate Cash Management; Loan Process Management; Card Services, Know Your Customer >15 Applications: Global Online Corporate Cash Management; Broker Portfolio Performance Management; Client Portfolio Reporting; Home Finance Group Loan Management >45 Applications: Global Financial Consolidated Reporting; Global Corporate Banking Online Cash Management; Global Wealth Client Reporting, Mortgage Lending, Student Loans, Benefits reporting…. This is an important piece of our positioning. Our competitors are also engaged with all of the largest FS firms. But we are getting industry recognition from press and analysts. We have been acknowledged in ways that they haven’t by organizations that influence the industry. In addition, the largest FS firms have deployed Actuate applications not in one area but across multiple divisions. It isn’t their logo, but the number of applications and moreover users that we have with them, and the fact that key areas have standardized on us for reporting, that is significant.

Large Deployments are an Actuate Hallmark Customer Users Primary application Other Usages Citigroup 1,000,000 Global cash management Corporate banking, prime brokerage American Express 600,000 Merchant e.Statements Center of Excellence Bank of America 450,000 Commercial Online Banking, Student Loans, Corporate Card Services Deutsche Bank 65,000 Human capital Bill presentment, HR, prime brokerage, foreign exchange, credit derivatives KeyCorp 17,000 Client portfolios 22 additional apps UBS 12,000 1,200 reports MetLife 5,000 Budget variance reporting and analysis And these numbers underscore our commitment to high adoption through usabilty, scalability and reliability. These are mission-critical applications with much larger user sets than BI competitors can claim. Forrester wave shows leadership because of high adoption.

Actuate already is an RIA Actuate offers a variety of Web 2.0 products, services and applications Social networking and media sites Interactive IDEs & languages Interactive web sites & businesses Portal & Integration Technologies iServer Web publishing Interactive pages, widgets, gadgets, and user interfaces

Actuate RIA Product Suite Demo Portal with skins, portlets, I18N, personal canvases, Flash libraries iPortal with portlets, AJAX interactivity & basic UI iServer Express Management, security, scheduling & integration services iServer Enterprise Management, performance, scalability & multi-project support Information Objects with EII data integration & caching Performancesoft Views Track BI BIRT Reports Interactive Viewing BusinessReport Studio e.Spreadsheet SmartSheet Security e.Report PLS e.Analysis Analytics Main point of slide: The fact that Actuate’s platform is based on an open-source technology with a common design format offers benefits in the speed with which reporting applications can be built Key support points to communicate: Actuate uses a common technology and design format for reporting done by different types of users. This format is based on the Eclipse Open Source BIRT technology Benefit from being based on BIRT specification: leverage existing familiarity/expertise with Java and Eclipse to build reporting applications more efficiently Benefit from common design format across different user types who are involved with reporting: users can share work, reducing the cost of development and maintenance of reports. BIRT Open Source, BIRT Exchange, Eclipse Platform

Actuate Content Options iServer Business Reports e.Spread-sheet Analysis-ready Spreadsheets Live Workbooks w/ pivots, etc. Report Developer BIRT Reports e.Reports Page-centric reports Very high-end Web, PDF, PPT, Word Designers Information Objects Actuate Analytics Actuate Query Individual data extract From Information Objects Data Sources Personalized cubes Business OLAP Ad-hoc Web Reports BIRT-template driven Be cognizant that you can get down into a lot of rat holes. Only go as deep as you need to on this slide. EII-powered metadata Centralize queries, separate data from presentation Interactive Web 2.0 Reports IV, basic pdf, dashboards Performancesoft Views Track BI Performance Management Forward looking performance