DASHBOARDS CustomWare.Net Kiev, December 2012

Footer Title 2 Concept, ideas and goals Technical solution and feature overview Internal usage Banks requirements Further plans

Footer CONCEPT CustomWare.Net 3

Goals to achieve Provide highlighted visual information in current status of business operations in easy, adjustable and customizable format Support decision making process Improve flexibility and friendliness of the user interface 4 Footer

The Idea 5 Efficiency and usability Flexibility Graphical presentation Information from different sources

Footer TECHNICAL DESCRIPTION CustomWare.Net 6

Footer 7 Windows Presentation Foundation (WPF) WPF Controls Getting data for controls Tools for making XAML Implementation dashboards in CW.NET Use data for dashboards from other QUIPU systems

Footer 8 View data in Grid Build of charts (series) Opportunities.NET 4 and later

Windows Presentation Foundation

WPF Controls Controls are able for using in dashboards: Grids Charts

Grids. Simple mode

Grids. Card Mode

Grids. Detail Mode

Charts. 2D

Charts. 3D

Getting data for controls Two ways for getting data: Dynamic queries Stored Procedures (SPs)

Why SPs are better? Query SP

Tools for making XAML Microsoft tools (Visual Studio) Quipu tools (Dashboard Maker)

Visual Studio(WPF designer)

Advantages and disadvantages + WPF form create by “drag and drop” + Auto generation XAML code -Necessity of rebuilding and restarting application -Necessity of buying licenses for users from bank

Dashboard Maker

Advantages and disadvantages + Easy editor for tables in CW.NET + Running local SP’s with getting result + Editing XAML in syntax-lighting editor + Building dashboards dynamic without restart application - WYSIWYG doesn’t exist (XAML writes manually)

Implementation dashboards in CW.NET DB Model How it works What it looks like

DB Model

How it works

What it looks like

Use data for dashboards from other QUIPU systems

Viewing data in Grid Sorting Grouping Summary

Grid. Sorting (Multi)

Grid. Grouping

Grid. Summary

Building of charts (series) Chart control is able for show a few datasets as series

New opportunities -Net Framework 4.5 -New controls for data visualization

New types of chart

New opportunities for display data Tree View

New opportunities for display data Grid with filter

New opportunities for display data Master-detail with linked tables

Calendar control

Schedule control

Footer INTERNAL USAGE CustomWare.Net 40

SQL Server monitoring Based on SQL server internal monitoring tool (embedded in CW.net service) “Health visualization” of SQL Server current activities ‒Wait types ‒Session waits ‒SQL Alert points

Monitoring Dashboards

Footer BANKS REQUIREMENTS CustomWare.Net 43

Collaboration Information below is presented as it is Considering CW.NET as OLTP system, there is no way to fulfill all the requirements from cw.net DB

PCB UKR Retail part 45 Footer Branch Manager Actual cash balance Matured deposits for today Branch deposit portfolio plan\actual Not finished BP Retail Manager Branch deposit portfolio plan\actual CA portfolio plan\actual Client Adviser New contracts plan\actual New contracts CA\branch

PCB UKR Loan part 46 Footer Branch Manager Disbursements plan\actual Loan applications in work BCA\Corporate Loan applications in work Disbursements plan\actual Loan in arrears Back officer Planned disbursement for today Credit specialist\Lawyer Clients’ debts and balances

PCB GEO Loan part 47 Footer Only Branch Manager Dynamics of new loan applications Dynamics of interest income from credit products (IW ?) Cash on hand Business Adviser/Business Coordinator/Branch Manager Loan portfolio (IW ?) Current payments Loans in arrears Sold non-credit products Disbursed loans

Footer FURTHER PLANS CustomWare.Net 48

Further plans Middle term Development Support of operational business planning Complex widgets including several controls Smart resize of the widgets Collaboration inside Quipu applications – CRM,IW Implementation PCB UKR – Retail part is ready(except plans), Loan part in February PCB GEO – First version is planned for February Long term Development Migration to FW 4.5 Including more complicated diagrams and charts of external providers Support of tablets and mobile devices

THANK YOU!