WebFOCUS RoadMap Dr. Rado Kotorov March 2012 1 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. At IBI Innovation Is an Institutionalized Process Customer Cross Industry & Market Perspective Reference Technology Conferences WF Industry Advisory POCs Analysts Board Plans & Prototypes Executive Panels Team Hands on Field SE’s & Sales Account Execs Ethical Competitor Research Customer Input Strategic Development User Croups Process For Continuous Innovation & Capability Expansion to Support Business & User Growth Over Time Enabling Self Service for Business Users: BI Portal & InfoAssist 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 all 2. Self-Service eliminates IT bottlenecks (customer interactions): Works only as part of a multi-channel service plan 3. 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 InfoAssist & New Portal Objective: Become highly competitive in the self-service market with enterprise level query, analysis & portal tools BIP 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 IA 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 Copyright 2010, Information Builders. Slide 7 InfoAssist & New Portal 8.0 8.x 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 Copyright 2010, Information Builders. Slide 8 Copyright 2007, Information Builders. Slide 9 BI Portal: End User Portal Content Customization Copyright 2007, Information Builders. Slide 10 BI Portal: Development of Portal Views Copyright 2007, Information Builders. Slide 11 New Themes & Social Media Integration 12 Hold Files – Document Mode Hold Files – Document Mode Copyright 2007, Information Builders. Slide 16 Multi-Page Documents Copyright 2007, Information Builders. Slide 17 New Visualization Engine 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. Active Technologies Sample HTML5 output Interactive Data Discovery Interactive Data Discovery with InfoAssist 23 Interactive Data Discovery with InfoAssist Objective: Create a data discovery module in InfoAssist for easy development of advanced data discovery visualizations 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 Copyright 2010, Information Builders. Slide 24 Simplifying BI Application Development Application Studio Application 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 Application Studio Application Development IDE 27 Application Studio Application Development IDE 28 WebFOCUS Mobile Enterprise Mobile Enablement Any Device, Any Form Factor, Any OS Platform 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 Copyright 2007, Information Builders. Slide 30 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 Mobile Objective: Ongoing enhancements for designing state of the art applications for any device 8.0 Active Technologies Enhancements: 80 New HTML5 Charts New Modern Look and Feel: Google like style Incremental: layout and image rendering improvements and jQuery integration 8.x 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 Active Technologies UI Upgrade Copyright 2011, Information Builders. Slide 33 Mobile: Media Query Preview Copyright 2010, Information Builders. Slide 34 Mobile: InfoMini Copyright 2011, Information Builders. Slide 35 Mobile: CSS3 Interactive Styling Copyright 2010, Information Builders. Slide 36 Mobile: Web Forms 8.0 for Mobile Devices Objective: Target high ROI field operations applications that integrate reporting with user feed back. 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 Copyright 2011, Information Builders. Slide 37 Mobile: Six steps to create data input apps 1. Launch Update Assist by rightclicking on a Master File. 2. Select the fields to which you want to Add, Update or Delete data. Copyright 2007, Information Builders. Slide 38 Mobile: Six steps to create data input apps 3. Select the navigation option for the application. 4. Select skins. 5. Select name for the default files created by Update Assist Copyright 2007, Information Builders. Slide 39 Mobile: Six steps to create data input apps 6. Launch the application 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 4 Copyright 2007, Information Builders. Slide 41 BI Extensions: Magnify & RStat Copyright 2007, Information Builders. Slide 42 BI Search Applications: Concepts & Technologies 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 Copyright 2010, Information Builders. Slide 43 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 Magnify: BI Search Applications Objective: Make it easier for BI developers to create BI search apps. We are the first BI tool for building search apps. 8.0 New FORMAT Magnify in Application Studio allows BI developers to 8.x Apps 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 Copyright 2010, Information Builders. Slide 45 Analytics with BI Search: Example Search for an inventory item in large repositories across many systems Narrow down the matches by using suggestions from the faceted navigation Click to convert the results to an Active Report to perform further analysis Copyright 2010, Information Builders. Slide 46 Analytics with BI Search: Example 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 type of report Or you can switch back to search results and run any report on any item Copyright 2010, Information Builders. Slide 47 Analytics with BI Search: Example Drill down to any report with relevant information for the item of interest Inventory, sales, and other reports Guided ad hoc and predictive analytics Detailed product documents Copyright 2010, Information Builders. Slide 48 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 Sentiment Analysis Search for a product across many systems Narrow down matches based on Sentiment Analysis Compare facets with Category Tree pie charts RStat 1.3.1 Objective: Broaden the deployment options by providing in DB scoring, conversion options, & packaged applications 1.3.1 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 2.0.0 Apps Price & Promotion Optimization Marketing Mix Optimization Surgical Room Optimization SAS2RStat – methodology based conversion of SAS Enterprise Miner Conv scoring Applications Copyright 2010, Information Builders. Slide 51 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 Price Optimization Application Why use a Price Optimization application? Pricing 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 demandprice scenarios Incorporating all past learnings of consumer behavior in response to price changes in the models IBI Fractal solution Pricing Application Modified Prices Export options Projected KPIs (Numerical and graphical) 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 How does the MMM Application help? 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 IBI Fractal solution Review Historical Performance Compare performance of own brand against competitor brands Review historical performance of own brand against own and competitor media activities Measure Impact on Sales Marketing mix model measures the impact of various marketing vehicles on overall sales Measures ROI of different marketing levers Plan For The Future Create, view and edit future plans Allocate yearly budget across media activities and at lowest level of execution 58 SAS2RStat Conversion 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 Copyright 2007, Information Builders. Slide 59 Thank You!