1 actuate corporation © 2007 rich internet applications kapil kedar – product marketing manager

1Actuate Corporation © 2007

Rich Internet Applications

Kapil Kedar – Product Marketing Manager

2Actuate Corporation © 2007

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

3Actuate Corporation © 2007

Who are you…

• Enterprise Information• Enterprise Systems

• Data Management

• Systems Development Process

• Project Management

• Emerging Trends in Technology

• Data Warehousing Data Mining. 

Business Intelligence

4Actuate Corporation © 2007

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…

5Actuate Corporation © 2007

Quick History

6Actuate Corporation © 2007

Quick History

7Actuate Corporation © 2007

Quick History

8Actuate Corporation © 2007

Information in Context

1,610,000

9Actuate Corporation © 2007

Information in Context

1,610,000

10Actuate Corporation © 2007

Information in Context

1,610,000

11Actuate Corporation © 2007

Information in Context

1,610,000

12Actuate Corporation © 2007

Information in Context

$1,610,000

13Actuate Corporation © 2007

RIA Delivers Information Effectively

14Actuate Corporation © 2007

What’s Setting Expectations Today

15Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

16Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

17Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

18Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

19Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

20Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

21Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

22Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

23Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2.0

ContextualInformation is presented to users based their on role, activity & preferences

SeamlessThe application is transparent to the users surrounding systems and activities

IndividualizedContent is secured and scoped to each users privileges

VisualContent is engaging and readily understandable so that users can perform their tasks easily

MultimodalUsers multitask and operate across devices, UI’s and locations

SocialUsers communicate, collaborate and cooperate

QuickThe application is extremely responsive

24Actuate Corporation © 2007

25Actuate Corporation © 2007

Sample Actuate Dashboards

26Actuate Corporation © 2007

Sample Actuate Dashboards

27Actuate Corporation © 2007

Sample Actuate Dashboards

28Actuate Corporation © 2007

29Actuate Corporation © 2007

30Actuate Corporation © 2007

Sample Actuate Dashboards

AppSoft UK Limited

31Actuate Corporation © 2007

Screen-shots – CWT Customer facing site

Please add screen-shots

32Actuate Corporation © 2007

Screen-shots – CWT Customer facing site

Please add screen-shots

33Actuate Corporation © 2007

34Actuate Corporation © 2007

Flexible Delivery

35Actuate Corporation © 2007

Flexible Delivery

36Actuate Corporation © 2007

Personalised Dashboard

37Actuate Corporation © 2007

FAA

38Actuate Corporation © 2007

What’s a RIA you might be familiar with and what are the technologies?

Interactive pages, widgets, gadgets, and user interfaces

Web publishing

Interactive IDEs & languagesSocial networking and media sites

Portal & Integration TechnologiesInteractive web sites & businesses

39Actuate Corporation © 2007

Who gets what…

40Actuate Corporation © 2007

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

41Actuate Corporation © 2007

Know Users Analytic and Computer Skills

ExplanationsTrendsCharts

FormulasFilters

OutlinesPivot tables

Aggregations DimensionsHyperlinks

ParametersHTML

SQLStatistics

JavaScriptActuate Basic

Java

ExcelExcel

ScorecardsScorecards

Dashboard Dashboard applicationsapplications

Custom Custom dashboard dashboard

applications & applications & portalsportals

Ad-hoc web Ad-hoc web reporting reporting

OLAP analyticsOLAP analytics

Custom Custom reporting reporting

applicationsapplications

Interactive web Interactive web reportsreports

Strong Weakcomputer skills required

anal

ytic

ski

lls

req

uir

edWeak

42Actuate Corporation © 2007

Know Users Analytic and Computer Skills

ExplanationsTrendsCharts

FormulasFilters

OutlinesPivot tables

Aggregations DimensionsHyperlinks

ParametersHTML

SQLStatistics

JavaScriptActuate Basic

Java

ExcelExcel

ScorecardsScorecards

Dashboard Dashboard applicationsapplications

Custom Custom dashboard dashboard

applications & applications & portalsportals

Ad-hoc web Ad-hoc web reporting reporting

OLAP analyticsOLAP analytics

Custom Custom reporting reporting

applicationsapplications

Interactive web Interactive web reportsreports

Strong Weakcomputer skills required

anal

ytic

ski

lls

req

uir

edWeak

43Actuate Corporation © 2007

In the future…

44Actuate Corporation © 2007

45Actuate Corporation © 2007

46Actuate Corporation © 2007

47Actuate Corporation © 2007

48Actuate Corporation © 2007

49Actuate Corporation © 2007

50Actuate Corporation © 2007

51Actuate Corporation © 2007

52Actuate Corporation © 2007

53Actuate Corporation © 2007

54Actuate Corporation © 2007

55Actuate Corporation © 2007

56Actuate Corporation © 2007

57Actuate Corporation © 2007

58Actuate Corporation © 2007

59Actuate Corporation © 2007

Serving All Users Across the Extended Enterprise

•To enable information adoption and use, Actuate provides:

•BI and Performance Management Applications

•EMPLOYEES & STAKEHOLDERS

•Packaged Performance ManagementOperational performance reporting

•Activity managementScorecards & dashboards

•BI and Performance Management Applications

•EMPLOYEES & STAKEHOLDERS

•Packaged Performance ManagementOperational performance reporting

•Activity managementScorecards & dashboards

•External Information Applications

•CUSTOMERS, CITIZENS & PARTNERS

•Interactive statements Online customer service

Customer portals•Web 2.0 reporting

•External Information Applications

•CUSTOMERS, CITIZENS & PARTNERS

•Interactive statements Online customer service

Customer portals•Web 2.0 reporting

•Actuate Platform•Scalable, open-source and standards-compliant

•Actuate Platform•Scalable, open-source and standards-compliant

60Actuate Corporation © 2007

The World’s Largest Financial Firms Rely on Actuate

61Actuate Corporation © 2007

State of IllinoisSTATE WIDE

Texas StateAuditors

Our CustomersOur Customers

62Actuate Corporation © 2007

Our CustomersOur Customers

63Actuate Corporation © 2007

Our CustomersOur Customers

64Actuate Corporation © 2007

Deaconess Hospital

Our CustomersOur Customers

65Actuate Corporation © 2007

Our CustomersOur Customers

66Actuate Corporation © 2007

Texas StateAuditors

Florida Departmentof Transportation

State of IllinoisSTATE WIDE

Oxfordshire Fire Service

Our CustomersOur Customers

67Actuate Corporation © 2007

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….

68Actuate Corporation © 2007

Large Deployments are an Actuate Hallmark

Customer UsersPrimary application

Other Usages

Citigroup 1,000,000Global cash management

Corporate banking, prime brokerage

American Express

600,000Merchant e.Statements

Center of Excellence

Bank of America

450,000Global cash management

Commercial Online Banking, Student Loans, Corporate Card Services

Deutsche Bank

65,000 Human capitalBill presentment, HR, prime brokerage, foreign exchange, credit derivatives

KeyCorp 17,000 Client portfolios 22 additional apps

UBS 12,000Center of Excellence

1,200 reports

MetLife 5,000 Budget variance reporting and analysis

69Actuate Corporation © 2007

Actuate already is an RIA

Actuate offers a variety of Web 2.0 products, services and applications

Interactive pages, widgets, gadgets, and user interfaces

Interactive IDEs & languagesSocial networking and media sites

Portal & Integration TechnologiesInteractive web sites & businesses

Web publishing

iServeriServer

70Actuate Corporation © 2007

Information Objects with EII data integration & caching

Actuate RIA Product Suite

PerformancesoftViews

Track

BI

e.Report

PLS

e.Analysis

Analytics

BIRT Reports

Interactive Viewing

BusinessReport Studio

e.Spreadsheet

SmartSheet Security

iPortal with portlets, AJAX interactivity & basic UI

iServer Express iServer Express

Management, security, scheduling & Management, security, scheduling & integration servicesintegration services

iServer Enterprise iServer Enterprise

Management, performance, Management, performance, scalability & multi-project supportscalability & multi-project support

Demo Portal with skins, portlets, I18N, personal canvases, Flash libraries

BIRT Open Source, BIRT Exchange, Eclipse Platform

71Actuate Corporation © 2007

iServeriServer

Actuate Content Options

Designers

Report Developer

e.Spread-e.Spread-sheet sheet

Actuate Actuate AnalyticsAnalytics

BIRT BIRT

ReportsReports

Business Business ReportsReports

Information Information ObjectsObjects

Page-centric reportsVery high-end Web, PDF, PPT, Word

Analysis-ready SpreadsheetsLive Workbooks w/ pivots, etc.

Interactive Web 2.0 ReportsIV, basic pdf, dashboards

Ad-hoc Web ReportsBIRT-template driven

EII-powered metadataCentralize queries, separate data from presentation

Personalized cubesBusiness OLAP

Individual data extractFrom Information Objects

e.Reports e.Reports

Actuate Actuate Query Query

PerformancesoftPerformancesoft

TrackTrackViewsViews Performance Management Forward looking performance

BIBI

DataSources