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Simplifying the Expanding World
of
Business Intelligence
Dan Ortolani, Vice President ATS
Matthew Lerner, Strategic Product Manager
Information Builders
Our Vision for Business Intelligence
“Provide the best information to all of the people who
need it to help them make better decisions both within
and without an organization”
New Customers
Since the last Summit in Nashville, Tenn. 2009
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Summit 2010
Welcome Our New Family Members!
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New Customers
International 2009/2010
New Customers
Japan 2009/2010
New Customers
Japan 2009/2010
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New Geographies Added 2009-2010
 China
 Russia
 Saudi Arabia/Gulf States/Turkey
 Romania/Bulgaria/Czech Republic
 Poland
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Awards
As every year…
Customers have won awards for their applications
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The Computerworld Honors Program
Our Customers’ Achievements
 2009 Winner
 2010 Laureates
 US TRANSCOM
 ASM
 2009 Finalists
 Dealer Services
 Nationwide – Columbus City
 Dialysis Clinic

School
 Food for the Poor
 New York Public Library
 Mount Sinai
2009 Laureates
 Rural Servicios Informaticos
 BNSF
 Erlanger Police Department
 Federal Student Aid
 Prince George Police Department
 Spain’s Ministry of Immigration
Press
Customers whose applications are featured
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Customers in the Press
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Partners
Joining us this at Summit this year
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2010 Summit Sponsors
Information Builders also won some awards…
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Awards for Information Builders
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
Intelligent Enterprise named Information Builders
“Ones to Watch” for BI
Information Builders Named Finalist in Two
Categories in 2010 American Business Awards
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What Analysts are Saying About Information Builders
Gartner BI Magic Quadrant…………….
Gartner Managed File Transfer Quadrant..
Gartner Data Integration Quadrant........
LEADER
VISIONARY
VISIONARY
Forrester BI Wave……………………….
Strong Performer
Ventana Research………………………
Ventana Research……..……………….
HOT Vendor –
Performance Management
HOT Vendor –
Business Intelligence
Dresner Advisory Services……………..
Wisdom of Crowds BI Study
-Ranked HIGHEST
The OLAP Report…………………………
Top Overall Honors
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New Development is tied to what our
customers are doing.
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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.
The Main Categories of Users
 Customer facing – end users
 Live in front of browsers
 Live using PDA’s
 Receivers of information via email attachments
 Inside the organization – end users
 Live in front of browsers
 Live using PDA’s
 Receivers of information via email attachments
 Inside the organization – power users
 Inside the organization – developers
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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
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2000 Through 2010:
Expanding the Architecture
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WebFOCUS 10 Years Ago
Front Office
Reporting
Data Warehouse
& ETL
DataMigrator
Back Office
Query &
Analysis
MS Office &
e-Publishing
Information
Delivery
Extensions to the
WebFOCUS platform
allow you to build more
application types at a
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lower cost
WebFOCUS Today
Core BI + Extended BI
Front Office
Visualization
& Mapping
Mobile
Applications
App/Dev, Portals
& Mash-ups
Enterprise
Search
Magnify
Performance
Management
Reporting
Predictive
Analytics
RSTAT
Query &
Analysis
MS Office &
e-Publishing
Dashboards
Information
Delivery
Data Warehouse
& ETL
DataMigrator
Business to
Business
Data Quality
Back Office
Master Data
Management
Business Activity
Monitoring
Extensions to the
WebFOCUS platform
allow you to build more
application types at a
Copyright 2007, Information Builders. Slide 24
lower cost
iWay Integration Solutions
Product Line Focused On Three Areas
 Enterprse Information Management (EIM)
Data Warehouse Data Quality
and ETL
DataMigrator
Master Data
Management
Data
Governance
Data
Profiling
 Business-to-Business (B2B)
Trading Partner
Management
Managed
File Transfer
Activity
Monitoring
 Business Process Automation (BPA)
Application and
Legacy Integration
300+ Pre-Packaged
Integration Components
Complex
Event Processing
Business
Activity
Monitoring
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One of the drivers that keeps us adding
new functions and features is...
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The “Time” Dimension of Information
What HAS happened?
What IS happening?
What MIGHT happen?
WebFOCUS Release
7.7 & Release 8
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WebFOCUS Release 8
Key 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
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WebFOCUS Release 8
Mobile 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
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WebFOCUS Release 8
Mobile 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
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WebFOCUS Release 7.7
InfoAssist: Web-Based Development Tool
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.
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WebFOCUS Release 7.7
InfoAssist: Additional Advanced Features
Innovation
Initiative
 Customizable Application Ribbon (InfoMini)
 Select specific IA options on a per report basis
 Users can create & publish gadgets for reuse
 Add 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/BW
 Essbase
 Microsoft Analysis Services
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Demonstration: End User
Dashboards with InfoAssist
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New Visualizations
A 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
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WebFOCUS Release 7.7
Enhancements for Developing BI Applications
 Developer Studio: Automatic Generation of Guided Ad-hoc
Applications
 Goal 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
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WebFOCUS Release 7.7
Simplified Very Detailed Formatting in PDF
 Simplifying complex PDF documents
 Precise alignment of subheads/subfoots/columns
 Selective borders and grids
 Reporting Server & Report Painter
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WebFOCUS Release 7.7
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.
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1
2
3
1
2
3
1
2
3
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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.
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WebFOCUS Release 7.7
ESRI Integration
Innovation
Iitiative
 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
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WebFOCUS Release 7.7
Efficiency Improvements
 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.
STORE
COST
INCOME
SUM
COST AND INCOME
BY STORE
Savings: 250,000 records, 1000 lines output reduced
from 91 seconds elapsed time to .5 seconds
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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)
Sale Fact Table
Reorder Fact Table
STORE,PROD,SALE
STORE,PROD,REORDER
PROD
PTYPE
SUM SALE AND REORDER
BY STORE BY PTYPE
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WebFOCUS Release 7.7
Limits Lifted
 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
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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 Manager
 Effective 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
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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.
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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
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Web 2.0 Dashboard Trends
 Extensively reviewed Web 2.0 Personalized Homepages
http://mashable.com/2007/06/29/personalized-homepages/
 User Defined Content
 Drag and Drop Content
 Collapsible Content
 Tabbed Content
 Customized Layouts
 Themes
 Strong Corporate
Branding and Identity
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WebFOCUS Release 8
New BI Portal Initiative
Innovation
Initiative
 Next Generation of Business Intelligence Portal
 Built 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 portals
 Additional 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 content
 Customer feedback is ongoing
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View Design






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
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WebFOCUS Release 8
New BI Portal Initiative
Innovation
Initiative
 Next Generation of Business Intelligence Portal
 Built 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 portals
 Additional capability exclusively for SharePoint
 New Web Parts
 Report templates for SharePoint Lists
 Report from underlying data model
 View & manipulate archived report content
 Customer feedback is ongoing
Copyright 2007, Information Builders. Slide 60
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)
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WebFOCUS: Release 8
Development Environment
 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
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WebFOCUS Discussion Topics
Key RStat Programs for 2010
Innovation
Initiative
 Free with Developer Studio
 Specialized services via Fractal
 Business Analytic Applications
BAA are based on industry
standard measurement
methodologies
Solve a particular business
problem, instead of being a
framework
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Thank you for your attention
and lets start learning!!!
Copyright 2007, Information Builders. Slide 64
Thank You!
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