The Advantage of Active TechnologiesPortable Analytics for EveryoneBrian Carter12/9/2015

The “Active” Workforce

Active Technologies Defined

Product walk-through

What we’ll cover…

Active TechnologiesThe “Active” Workforce

Mobility is keyToday’s “active” workforce…

How many workers telecommute?

How many workers travel?

How many workers use mobile devices for work?

IDC predicts US mobile workers to exceed 100M or 72% by 2020

What do worker’s use most to analyze data?Today’s “active” workforce

What percentage of features available in Excel are most commonly used?

What are the common functions people use?

< 2%

Basic formatting Sorting/Filtering Basic calculations Basic graphing

Active TechnologiesWhat is “Active”?

Patented technology

Data and interactivity packaged in a single file

Portable Analytics

What is an Active Report?

Allows you to ask questions and get answers

What does an Active Report do?

Benefits of Active Reports

Simple Data integrity Built in one-click Excel functionality Error proof

Convenient Analyze anywhere anytime Mobile ready Scalable

Robust: Reports, Dashboards, Storyboards, eStatements

Customizable Based on target audience

Secure Password Protection Encryption Data expiration

High User Adoption Perfect vehicle for Information Delivery!

Benefits of Active Reports cont.

Full Screen Capture Page

• Interactive eStatement benefits two million 401(k) and pension plan participants

• Provides secure, interactive online insights vs outdated static statements

• Reduced call center activity and hardcopy mailing costs

• Increased customer satisfaction and retention

Global financial investment management leader

An interactive eStatement InfoApp from Information Builders allows investors to glean important insights at a glance, such as how this month’s financial position compares to last month and how they are progressing toward their savings and retirement goals – from either a desktop or mobile device.

Customer Success StoryPrincipal Financial

DEMONSTRATION

Thank you!Questions?