1 actuate corporation © 2007 actuate corporation world leader in business intelligence and...
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1Actuate Corporation © 2007
Actuate Corporation
World Leader in Business Intelligence and Reporting Applications
2Actuate Corporation © 2007
Actuate Corporation
Headquarters South San Francisco, California
Offices Regional HQs: Fribourg, London, Singapore, Tokyo, TorontoR&D: S. San Francisco, Kansas City, Shanghai, Toronto
Employees 600 worldwide
Founded December 1993
FinancialStrength
$123 million in revenues (ttm)Profitable, strong cash balance and no debt
Traded as ACTU on NASDAQ since July 1998
Customers Over 4,000 customers globallyTop-tier accounts in banking, insurance, securities, government, health care, education, utilities, high tech, pharmaceuticals, and telecom
Services Design, consulting, development, integration, training, support
Partners
3Actuate Corporation © 2007
Select Actuate Customers
4Actuate Corporation © 2007
Select Actuate OEM Partners
5Actuate Corporation © 2007
BI and Reporting Applications vs. BI Tools
Enterprise ReportingApplications Platform
Enterprise ReportingApplications Platform
EclipseBIRT
EclipseBIRT
PerformancesoftSuite
PerformancesoftSuite
Java ReportingJava Reporting ReportingApplications
ReportingApplications
Business IntelligenceApplications
Business IntelligenceApplications
DataWarehouse
DataWarehouse
Traditional BI ToolsTraditional BI Tools
Analysis
AnalysisQueryQuery
TRADITIONAL BI TOOLS
Adopted Onlyby Power Users
ACTUATE BUSINESS INTELLIGENCE & REPORTING
APPLICATIONSAdopted by All Users
Key Difference
Key Difference
Sales Management
CustomerSelf-Service
PerformanceManagement
HR Management
Sales & Service Agent Portal
ERPERP CRMCRM DataWarehouse
DataWarehouse
HRHR
6Actuate Corporation © 2007
Actuate’s Mission
Actuate empowers organizations to maximize the use and value of their information assetsActuate delivers Business Intelligence and Reporting applications that increase adoption of information to drive corporate performance…
Actuate arms employees, customers and partners with the information they need to:
• Maximize revenue
• Cut costs
• Improve customer satisfaction
• Streamline operations
• Make better decisions
• Create competitive advantage
7Actuate Corporation © 2007
Actuate Enterprise Reporting Applications
Spreadsheets
Analytics PerformanceViews
Dashboards
BriefingBooks
PerformanceMaps
Portals
WebReports
Applications
Data Sources
RDBMSWarehousesLegacy files
ERPCRMSFA
Actuate Platform
Service
Execs
Operations
Sales
Finance
Customers
Visualizations
Audiences
SalesManagement
CustomerIntelligence
Service AgentWorkbench
CustomerSelf-Service
PerformanceManagement
WorkforceManagement
Reporting &Budgeting
OperationalManagement
8Actuate Corporation © 2007
Actuate Supports All Developers and Users
Report DevelopersReport Developers
Business UsersBusiness Users
Casual UsersCasual Users
Customers & PartnersCustomers & Partners
Product DevelopersProduct Developers
Application DevelopersApplication Developers
Power UsersPower Users
Report Producers Report ConsumersReport Producers Report Consumers
Interactiveweb reports
End-userqueries and
ad hoc reports
Performancemanagementapplications
Printedreports
Object-orienteddevelopmentenvironments
From drag-and-dropdevelopment environments
to point-and-click web reports
Common Technology Across Skill Sets
9Actuate Corporation © 2007
Adding Value to the Perfect Platform
Actuate Reporting Platform
Actuate Reporting Platform
Actuate iPortalActuate iPortal
BusinessReportOption
BIRT Report Option
e.Spreadsheet Engine
BIRT Report Engine
e.Spreadsheet Option
Actuate iPortalActuate iPortal
BusinessReportDesigner
Actuate iServerActuate iServer
iServer Connection
e.Spreadsheet Option
e.Report Option
Analytics Option
BIRT Report Option
BusinessReport Option
Embedded EngineEmbedded Engine Enterprise ReportingEnterprise Reporting
BusinessReportDesigner
Workgroup ReportingWorkgroup Reporting
Performancesoft Briefing books, Performance views, and Strategy maps
PerformanceManagement
PerformanceManagement
10Actuate Corporation © 2007
Serving All Users Across the Extended Enterprise
To enable information adoption and use, Actuate provides:
Business Intelligence Applications
INSIDE THE FIREWALL
Packaged Performance ManagementOperational performance reporting
Activity managementScorecards & dashboards
Business Intelligence Applications
INSIDE THE FIREWALL
Packaged Performance ManagementOperational performance reporting
Activity managementScorecards & dashboards
Reporting Applications
OUTSIDE THE FIREWALL
Interactive statements Online customer service
Customer portalsWeb 2.0 reporting
Reporting Applications
OUTSIDE THE FIREWALL
Interactive statements Online customer service
Customer portalsWeb 2.0 reporting
Actuate PlatformScalable, open-source and standards-compliant
Actuate PlatformScalable, open-source and standards-compliant
11Actuate Corporation © 2007
Industry Application Examples
Operational - operational reports provide details such as purchase orders by store, what items need a price change, transfers between stores, etc.
Performance reports - provide details regarding sales, margins, sales by units, effectiveness of mark downs, etc.
Financial reports - view profitability and sales margins
Product Movement Reports- track the movement of product from warehouses to stores by date order placed to date shipment received at a particular store
Price Management Reports - view the price history of the product and set future margins based on price history.
Weekly sales reports - provide a summary of sales across region by store location.
Reports Portal
Layaway Application
Employee Scorecard Application
Project / Task Management
Online Training Application
Promotions/deals by vendor/region/store
Clinical trial reporting application
Physician prescription and sales reporting
Product information decision-support
Laboratory Information Management System (LIMS) reporting
Drug DiscoveryGenomic and bioinformatic data disseminationCompound status reporting
Clinical TrialsAdverse event scoring and monitoringPatient participation and profile monitoringBlind study monitoringTrial budget management
21 CFR Part 11 Compliant Regulatory SubmissionsIND submissionsNDA submissionsPhase IV test reporting
ManufacturingGMP electronic reportingIngredient sourcing and spendingQuality assurance monitoring
Sales and MarketingPhysician sample trackingPhysician prescription trackingDirect-to-consumer (DTC) campaign monitoring
Institutional hedge fund reports
Stock option reporting
Correspondent reporting system
Bond online
Global financial consolidated reporting
Global corporate banking online cash management
Global wealth client reporting
Mortgage lending
Student loans
Benefits reporting
Private banking client reporting
Auto finance group
Loan management
Broker portfolio performance management;
Client portfolio reporting
Debt Management reporting
Financial management
Period-end close
Sarbanes-Oxley
SAP reporting
Eligibility reporting for state employees
Provider claims status
Consumer warranty services
Claims status reporting
Institutional client web reporting
AutoFac casualty quotation
Policy administration reporting
CRM + sales reporting
Actuarial reporting
Group enrollment
RetailPharmaceuticalBankingInsurance
12Actuate Corporation © 2007
Main Actuate Contact:
Steve Doss
Global Alliance Manager
Actuate Corporation
Office: 650-837-4817
Cell: 408-891-3583
Fax: 650-827-1560
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