Pricing Application - Information Builders

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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
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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
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BI Portal: End User Portal Content Customization
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BI Portal: Development of Portal Views
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New Themes & Social Media Integration
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Hold Files – Document Mode
Hold Files – Document Mode
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Multi-Page Documents
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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
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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
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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
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Application Studio
Application Development IDE
27
Application Studio
Application Development IDE
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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
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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
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
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Active Technologies UI Upgrade
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Mobile: Media Query Preview
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Mobile: InfoMini
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Mobile: CSS3 Interactive Styling
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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
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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.
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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
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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
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BI Extensions: Magnify & RStat
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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
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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
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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
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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
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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
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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
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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
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
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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
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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
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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
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Thank You!
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