1Actuate Corporation © 2009
Maximo Reporting Options & Intro to BIRT
David RosenbacherVice President Sales Engineering, Actuate
Jason LeachMaximo Solutions Engineer, Actuate
2Actuate Corporation © 2009
The IBM Maximo Reporting StoryOpen Report System
DB2
Upgrade Only Integration IntegrationIntegrationQ4 2009Embedded Externalized
BIRT ActuateCognos
Reporting8
BusinessObjects X1Enterprise
ExternalReport
Integration
OpenDatabasePlatform
Maximo 7 Reporting
3Actuate Corporation © 2009
IBM Maximo & Actuate HistoryOEM Relationship
• Delivered Actuate as embedded reporting solution since 2001
• Maximo Release 5.0 and 5.1 (Dec 2001 & 2002) • Actuate 5 (iServer, eReports, Page Level Security & Active Portal)
• Maximo Release 5.2 (2002) • Actuate 7 (iServer, eReports, Page Level Security & Active Portal)
• Maximo Release 5.2, Patches 1 – 5 (June 2003 – August 2005) • Actuate 7 (iServer, eReports, Page Level Security, Active Portal,
Query & eSpreadsheet) • Maximo Release 6.0 – 6.2.2 (March 2005 – June 2005) • Actuate 8 (iServer, eReports, Page Level Security, Active Portal,
Query & eSpreadsheet)
4Actuate Corporation © 2009
IBM Maximo & ActuateWhat’s changed?
• Maximo Release 7.1 • Delivers a new embedded reporting technology• Uses Actuate developed open source BIRT
Next Generation Web-based Technology• Delivers 150 BIRT reports• Provides QBR for simple, ad-hoc queries using BIRT• Aligns with IBM standardization of BIRT across software
products• Does not ship with the same Actuate technology
provided in Maximo 6.x
5Actuate Corporation © 2009
Impact to Maximo Customers
• Increased costs & risks in migration to Maximo v7• Expensive to rewrite Actuate reports in new technology
• Estimates are 1 to 3 weeks per report depending on complexity• Conversion costs of $10K to $30K per report using 3rd party
• Significant change management costs associated with abandoning existing solution
• Lost functionality• No replacement for e.Spreadsheet• Enterprise-class capabilities of Actuate’s iServer
Actuate Offer: Upgrade Packages for Maximo Customers
6Actuate Corporation © 2009
HQ San Mateo, California
Offices Regional HQs: Fribourg, London, Singapore, Tokyo, TorontoR&D: San Mateo, Kansas City, Shanghai, Toronto
Customers Over 4,400 with top-tier accounts in banking, insurance, securities, government, health care, education, utilities and high tech
Services Design, consulting, development, integration, training, support
Key Partners
Actuate Corporation$130M Public Company (NASDAQ: ACTU)
Building Web 2.0 Rich Information Applications
7Actuate Corporation © 2009
The Eclipse BIRT ProjectFounded, Organized and Led by Actuate
• Open-source BI and reporting initiative started by Actuate in 2004
• Professional open-source software technology
• Thriving BIRT Community
Project Management Committee Member
Developers contribute codeDe facto standard in IBM
products
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
2005 2006 2007 2008
6.5 million+downloads through
Dec 2008
BIRT DownloadsMillions of downloads
How BIRT Helps You• Builds community of developers and
enterprise users• Drives software quality with high-value,
extensions provided by community• Guarantees conformity with industry
standards as they evolve
8Actuate Corporation © 2009 *Actuate and IBM IntegrationBroad adoption of BIRT
Rational Application Developer*Rational BuildForge*Rational ClearQuest*
Rational Method ComposerRational RequisitePro*
Rational Quality Manager*Rational Software Architect*Rational Software Modeler*
Rational Systems Developer*Rational Team Concert*
* designatesIBM Products
that embed BIRT
WebSphere RFID Center*InfoSphere Data Architect*
WebSphere Information ServerSPSS Showcase Suite*DB2 Universal Database
Tivoli for WebSphere ManagementTivoli Directory ServerTivoli Common Reporting*Tivoli Composite Application Manager*Tivoli Maximo*Tivoli Monitoring*Tivoli Netcool*Tivoli Omegamon*Tivoli Storage Manager*Tivoli Usage and Accounting Manager*
WebSphere Application ServerWebSphere Business ModelerWebSphere ILOG JRules*WebSphere Process ServerWebSphere Registry & Repository*
WebSphere Portal ServerWorkplace Services Express
9Actuate Corporation © 2009
Simplicitythat makes
simple reports easy
Powerto create
very complexreport layouts
BIRT
What is BIRT?Business Intelligence and Reporting Tools
• Easy to use for all types of developers• Modern, web-page design metaphor• Component-based development• Open and standards-based• Flexible APIs and rich programmatic control• Full support for libraries and reuse• Foundation for a range of Actuate products (Interactive Viewer, Dashboards, BIRT Studio)
A New Generation of Web Design and Data Visualization Technology
10Actuate Corporation © 2009
BIRT: Premier Development Environment for Building Web 2.0 Rich Information Applications
BIRTBringing rich information to
web applications
Accesses the data
Transforms andintegrates the data
Performs summarizations and functions on the data
Formats data into usable and meaningful visualizations
Delivers it to users in preferred file format and
method
ActuateWorkgroup and
enterprise application deployment platforms
BIRT Dashboards & KPIsInteractive and Ad-hoc
BIRT ReportingScheduling, distribution
and administrationScale
PerformanceReliabilitySecurity
Service and Support
CommunityMaking application development faster
and easier
Over 6.5 Million downloads thru 2008½ million developers
BIRT Exchange community
Actuate customer community
BIRT Global Partners
BIRT Marketplace
11Actuate Corporation © 2009
150 Formatted, Static BIRT Reports:Provided with Maximo v7
12Actuate Corporation © 2009
BIRT Interactive ViewerMaximo BIRT reports become interactive
Interactive & Engaging• Encourages users to seek new
perspectives• Save their changes• Leverages their ideas• Creates self-sufficient users
Fully controlled by IT• 100% Secure• Components are reusable• Use changes to drive
requirements
…when users become smarter, they change their questions
When presented with information, users become smarter…
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BIRT StudioAd-Hoc & BIRT Report Creation by Maximo Users
Web-based Ad-hoc• Drag and drop development• Users pick template and data set• Group, filter, sort & aggregate• Supports all Excel functionality
IT-controlled • Templates controlled by IT• Metadata secured• Content can be scheduled, shared
& used with Interactive Viewer
Graphical Objects• Built-in charting• Hide & show elements• Select themes
Template-driven development
BIRT Studio is the only template-driven ad-hoc environment that works within a collaborative design architecture that includes
BIRT Designers & Interactive Viewer
14Actuate Corporation © 2009
Visual BIRT Content Engages UsersIntegrated Dashboards, KPIs & Reports for Maximo
Highly Visual• Draws user in• Zero training• Simplifies information• Joy to use
Powered by BIRT• 100% Web-based• Built-in graphics• 266 Flash objects included• Lightweight and reusable
Animated Visualizations
Information is Compelling
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Seamlessly Integrated Within Environment
All Data Secured• Multi-layered security model• Standard and JavaScript portlets• Seamlessly integrates user security
Any Format • Brochure-quality PDF• Live Excel, PPT, etc…• Live documents & spreadsheets• Mobile devices like iPhone &
BlackBerry
Invisible• Supports your branding• Integrate marketing & up-sell
opportunities• Simple, guided interaction & help
Present Content Seamlessly…
…in the palm of
your hand
…in customer portals
…even in blogs
16Actuate Corporation © 2009
Demonstration
17Actuate Corporation © 2009
Maximo
Actuate BIRT iServer
MaximoData
Core Users of Maximo Application
Maximo and Actuate Joint Solution
Operational Reports
KPI, Dashboard, EIS, Balance Scorecard
Ad Hoc, OLAP Cubes
Analysis
Uptime
• 1000• 2000
Down Time
• 2000• 3000
Total
• 3000• 5000
Other Data
Other Data
Consumers of Maximo Information
Maximo Portal
Multiple Data Sources
Reduced Maximo License Fees
No Datamart Needed
18Actuate Corporation © 2009
Actuate BIRT Platform enhances MaximoCapabilities for Maximo Users (no SQL skills required)
QBR Actuate
User creation of simple listing report Grouping with totals and sub-totals Support for complex filteringUser specified sort sequence BIRT report design can be shared with othersUser modification of published reportsAdd calculated columns to a report Easy-to-use “drag & drop” design paradigmParameters visible on final report Incorporate data from other systems in a reportAdd graphs & charts via wizard-driven interfaceTemplates for rapid design and consistency
19Actuate Corporation © 2009
Joint Solution Use Case ScenarioManufacturing Company
Challenge: Critical business information exists in silos, within Maximo and other mission critical systems.
Requires time consuming, error-prone manual processes necessary to bring information together for decision making and analysis.
Solution: A platform and framework for supporting the efficient development and delivery of dashboards and ad hoc reporting to accelerate decision making and improve value to the business.
Integrates data from the following systems:
- IBM Maximo - Intelex Safety Management - Plant Machine Control Data - Custom ERP Application - Electricity costs via real-time feed
Why Actuate BIRT Platform:
• Ease of development, deployment and management• Integration and ease-of-use with Maximo• Existing BIRT, Eclipse and Actuate skills within IT• Availability of info & non-proprietary extensions with open source
20Actuate Corporation © 2009
Value PointsMaximo and Actuate Joint Solution
• Reduce Costs and Risk of your upgrade to Maximo v7• Eliminate expensive rewrite of existing reports in a new technology• Eliminate change management costs• Dramatically reduce risk using the same iServer
• Preserve existing investment in Actuate reports and spreadsheets while incrementally adopting new BIRT technology
• Unique capability of Actuate’s BIRT iServer• For any Maximo release v6, v7 and beyond
• Reduce IT costs and improve service by enabling Maximo users to easily modify and create BIRT reports
• Enable ad-hoc reporting with BIRT Interactive Viewer and BIRT Studio• Gets IT out of the report writing business• Reduces report backlog dramatically
• Reduce Maximo deployment costs while reaching more users• Extend reports to non-Maximo application users• Avoid costly software license fees, user training and change management
expenses
21Actuate Corporation © 2009
Value PointsMaximo and Actuate Joint Solution
• Enable an enterprise-class BI platform using common BIRT technology
• Deliver integrated BIRT dashboards, KPIs and Operational Reports• Combine Maximo data with data from other systems• Single platform meets all requirements
• Delivers lowest TCO through alignment with IBM Maximo IP and product road map using BIRT
• 150 BIRT reports delivered in Maximo v7• Leverages IT skills in BIRT
• Improved technical support with direct access to Actuate and BIRT experts
22Actuate Corporation © 2009
Upgrade for Maximo UsersActuate BIRT Platform
• Maximo 7 Users• Enables continued use of existing Actuate with Maximo v7 and beyond• Ability to incrementally adopt new BIRT reporting• Seamless integration within Maximo UI
• Maximo 6 Users• Enables adoption of new BIRT reporting• Co-exists with existing Actuate reports• Investment preserved with upgrade to Maximo v7
• Plus Enhanced Capabilities• Allows reports to combine data from Maximo and other systems• Enables delivery of dashboards with drill down to operational reports• Extends Maximo with full featured ad-hoc BIRT reporting• Includes direct technical support from the Actuate & BIRT Experts
• Integration delivered through IBM supported interface
23Actuate Corporation © 2009
Actuate Upgrade PrototypeFREE Offer
Rich Maximo Reporting in Just 3 Days• Co-existence of Actuate & BIRT Reporting• Full featured ad hoc BIRT reporting• Use your reports, your data – add up to 3 new BIRT reports• Combine Maximo data with other enterprise data• Integrated within Maximo v6, v7, or stand alone• Use of Actuate products for 30 days
Limited Offer• Must meet qualifying criteria• Prototype built by September 10th
• Limited number of FREE prototypes to be delivered
Qualifying Criteria• Complete prototype assessment through phone discussion• Confirm active Maximo project is funded and underway• Conduct business meeting between Sr. Manager & Actuate
24Actuate Corporation © 2009
Next StepsMaximo and Actuate Joint Solution
Highest Functional, Integrated SolutionLowest Total Cost of Ownership
Least Risk by Eliminating Change ManagementNext Steps
• Email prototype requests to:[email protected]
• Check out the Maximo BIRT InfoCenter:http://poc.actuate.com/maximowww.actuate.com/maximobirtinfocenter
• Get started with BIRT:BIRT: A Field Guide to Reporting2nd Edition
Practical Data Analysis and Reporting with BIRT