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Recent Innovations & Roadmap Kevin Quinn, Vice President of Product Management 1 Simplifying Data Access and Data Prep Simplifying User Experience and Workflow Collaboration

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Recent Innovations & Roadmap Kevin Quinn, Vice President of Product Management

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Simplifying Data Access and Data Prep Simplifying User Experience and Workflow Collaboration

1. Market Research Team

1. Determining what the market wants/needs

2. Competitive research

2. Technology Research Team

1. Researching potential disruptive technologies

1. E.g. Active, Magnify, RStat, Voice recognition

3. Customer Advisory Council

1. Three times a year in North America

2. Once a year in EMEA

4. Customer Support New Feature Request System

WebFOCUS 82XX and Roadmap How Future Development Plans are Determined

• WebFOCUS X.X.XX (e.g. 8.2.00)

• X.X.XX First Digit is the Release Platform – We are now in the midst of release 8.X.XX – New platform approximately every 3 years

• X.X.XX Second Digit – New features within a platform

– 8.2.XX – integrated data discovery – Approximately 1 New Feature releases per year

• X.X.00 Last 2 Digits represent maintenance to a platform

– 8.2.01 Represented ~ 60 fixes to 8.2.00 platform – Approximately 4 maintenance releases each year

WebFOCUS 82XX and Roadmap Understanding Software Release Schedule

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WebFOCUS 82XX and Roadmap Business Intelligence & Analytics Landscape

90% Of all the data in the world has been generated over the last 2 years

2008 2009 2010 2011 2012 2013

Landscape • Rapid Growth in Data • New Sources of Data • Business-side need to consume faster • More diversified information

consumers

WebFOCUS 82XX and Roadmap

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Changes in the BI Landscape

IT-driven

• Enterprise and beyond • App-based • Supported by developers/technologists • Operational data or enterprise DW

• Secure, sanctioned, accurate • Production

• 24 x 7 • Long-life • Hundreds, thousands, etc. users • Centralized

• Departmental and workgroup • Tool-based • Supported by business users • Data marts, desktop, internet sources

• In-memory or high-speed sandbox • Ad-hoc

• Amorphous • Constantly changing • A few to a hundred • Decentralized

Business-driven

Content

Content creation shifting from IT-driven to Business-driven

WebFOCUS 82XX and Roadmap

Two Approaches Co-exist In the latest Magic Quadrant for Business Intelligence and Analytics Platforms, Gartner writes how “the ability to bridge decentralized business-user-led analytics deployments with those centralized to serve the enterprise will be a crucial ongoing challenge for IT and BI vendors.”

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Business Intelligence and Analytics Landscape

Self-Service BI and Analytics for Everyone

WebFOCUS 82XX and Roadmap

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Self-service for Business Users & Analysts

The most complete single tool for all forms of analytics and reporting

Business User Edition Application Edition Enterprise Edition

Self-service for all your employees

Tools for analysts InfoApps for everyone Stronger governance

Self-service for your entire universe of users

All employees Customers Partners Massive scale

Visualize Monetize Operationalize

WebFOCUS Release 8.2 Rollout Snapshot WebFOCUS 82XX and Roadmap

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Feb April June-July May Q3

WebFOCUS BUE Interface

-Single Personal Portal

-Getting Started and Welcome

-Upload Wizard

-Wizard Analytics

InfoAssist+

-IA/ID Unified Workflow

-Plug-in Charting

-ESRI Mapping

-Demographic Layers

-Auto Drill

-Auto Link

Portal

-Shared Pages

-Page Designer

-Commenting/Blogging

-Responsive Design v2

-Responsive Page Templates

WebFOCUS Client

-Redesign Admin Console

WebFOCUS Server

-Hadoop Phoenix Adapter

-Hadoop Drill Adapter

-ESRI Security Management

-Managed Geographic Roles

App Studio

-ESRI HTML5 Viewer

-Pixel Perfect Report Layout

-Source Code Control

-Maintain (in Repository)

-Responsive Page Design

-Responsive Design Templates

Tier 1- Business User Edition Tier 2 & 3 – Application Edition and Enterprise Edition

Features for Tiers 2 and 3 Features for Tier 1

Addressing The Widest Spectrum of Users and Business Needs

WebFOCUS 82XX and Roadmap

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Build InfoApps Developer

•Discovery

•Analyze Analyst

•Create Content

•Reports, Charts Dashboards

Report Developer

•Disseminate Information

•Manage pages regarding their domain

Page Designer

Consume content and

analysis

Business User

BUSINESS

InfoAssist+

Analyze Create

IT Developers

Consume

Portal Runtime

Assemble

Portal/Page Designer

IT

App Studio

Build

WebFOCUS 82XX and Roadmap

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Key Themes

• Leverage the wisdom of crowds

• Navigate and relate disparate data

• We know what you want/need

• See more: • understand more

• Analyze more

Introduction WebFOCUS Business User Edition

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WebFOCUS 82XX and Roadmap Introduction – WebFOCUS Business User Edition

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“Single-Click” Install

Getting Started Page

Upload and Go

Quick Links for Common functions

Built-in Self Help Videos

Data Preparation

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WebFOCUS 82XX and Roadmap Automated Metadata Generation

No modeling required, unlike traditional BI competitors

Modeling enhancements supported

Metadata provides audit trail, not available from newer competitors

Business User can over-ride any defaults

Numeric fields identified as measures

Date components and date hierarchies created

Geographic fields recognized

Hierarchies created based on similar field names

8200 Feature

WebFOCUS 82XX and Roadmap Data Preparation

Recognition of Star Schemas • Automatic detection for avoidance of:

• Chasm / Fan trap Upload Wizard • Excel, text, CSV flat files

- Relational table created with uploaded data

Metadata Wizard • One or more relational tables

Pivot, Calculate, Transform • Wrangle

8201 Feature

WebFOCUS 82XX and Roadmap Automation

Connect to Data

Automatically generates intelligent metadata and output content instantly

8201 Feature

WebFOCUS 82XX and Roadmap

Technology Comments Source Adapter

• Originally developed at Facebook • Running on Tez for speed

Apache Hive

• Developed at Cloudera • Uses Hive Metadata, supports most HQL • Runs in-memory – bypasses MapReduce

Cloudera Hive

• Originally developed at MapR • Uses ANSI SQL – runs anywhere • Supports other data sources

Apache Drill (8.2)

• Originally developed at Salesforce.com • Only for HBase • “Puts the SQL back in NoSQL”

Apache Phoenix (8.2)

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Open source, distribution and DBMS vendors connectivity 81XX Feature

WebFOCUS Business User Edition - Demonstration

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Introducing… • Upload Wizard • Content Generation

InfoAssist+

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WebFOCUS 82XX and Roadmap InfoAssist+

One tool to create:

Reports

Charts

Documents

Visualizations (Data Discovery)

Combines InfoAssist and InfoDiscovery

8200 Feature

WebFOCUS 82XX and Roadmap InfoAssist+

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Simplified workflow

Time series animation

Matrix Charts

Extended attributes: Size, Color, etc.

Tooltips

Auto Drill

Auto Link

8201 Feature

WebFOCUS 82XX and Roadmap InfoAssist+ - Mapping

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Multiple Basemap Styles

Demographic Layers

• Population Density • Median Income Level • Dominant Tapestry • Etc.

Geographic Data Enrichment

8200 Feature

WebFOCUS 82XX and Roadmap InfoAssist+ - Mapping

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Demographic Layers Geographic Data Enrichment Via Web Services tier 2 3 Only

8200 Feature

WebFOCUS 82XX and Roadmap InfoAssist+ - Parametrizing the Buckets

1 Chart to a 1000 Charts to an InfoApp

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VS

InfoApp

8200 Feature

Include D3 charts (and other JavaScript visualizations) from the Web

Use our Legends, Tooltips, Selections, etc.

Directly from within InfoAssist+

WebFOCUS 82XX and Roadmap InfoAssist+ - Extensible Charting

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8200 Feature

WebFOCUS Business User Edition - Demonstration

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Introducing… • Chart Animation • Chart Plug-ins • Mapping w/ Layers

InfoAssist+ - Improved Navigation and Content Linking

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WebFOCUS 82XX and Roadmap InfoAssist+ - Auto-Linked Content

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With one-click related content created by different users is automatically linked for easy navigation No Coding or Link definition required

Previous 6 months sales Forecast Known Recalls Current Inventory YTD Warranty Expense

WebFOCUS 82XX and Roadmap InfoAssist+ - Auto link Advantage

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Branch Sales

North

South

East

West

Day 1

Branch Sales

North

South

East

West

Day 10

Branch Sales

North

South

East

West

Day 30

# of Sales Calls/Month

Close Rate

# of Sales Calls/Month

Close Rate

# $B Companies within 10 Mi.

Local Jobless Rate etc.

WebFOCUS 82XX and Roadmap InfoAssist+ - New Auto prompt

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Quick, Run-time-Ready Filter Prompting for Business Users Mobile-Ready, Responsive Controls CSSTemplates for Styling Cascading Prompts for easy navigation

8201 Feature

WebFOCUS 82XX and Roadmap InfoAssist+ - New Auto prompt

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Filter Edit

Global Filter

Page Filter

Object Filter AND Responsive cascading, auto prompt

Portal cumulative for filtering 1 or more screen objects

Across a page or across all pages

Future 82XX Feature

WebFOCUS Business User Edition - Demonstration

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Introducing… • Auto Drill • Auto Link • Auto Prompt

Development

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App Studio with Integrated Visualization WebFOCUS 82XX and Roadmap

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InfoDiscovery – Self-Service Data Discovery for Business Analysts

Integrated into App Studio as well for building robust InfoApps

8201 Feature

App Studio Responsive Templates WebFOCUS 82XX and Roadmap

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InfoDiscovery – Self-Service Data Discovery for Business Analysts

Integrated into App Studio as well for building robust InfoApps

8201 Feature

App Studio – With Integrated Maintain WebFOCUS 82XX and Roadmap

38 Build Data Collection Apps inside of App Studio

Use them on desktops or tablets

8201 Feature

App Studio –Configurable ESRI HTML5 Viewer WebFOCUS 82XX and Roadmap

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Build robust Location Intelligence Applications in App Studio

Leverage configurable ESRI HTML5 Viewer

Multiple data layers, bi-directional interaction and more..

8201 Feature

Removing the Complexity

WebFOCUS 82XX and Roadmap App Studio - Rapid Development of GIS

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VS

8201 Feature

App Studio – Extensible Controls WebFOCUS 82XX and Roadmap

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Add JQuery and other components from web sources

Plug-ins Here

Future 82XX Feature

Demonstration App Studio

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• Responsive Templates • Filter Panels for Portal

New Portal

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Shared Pages

Simplifies shared analysis

Ensure synchronization and content versioning

Chat/Commenting

Conversational Facility

Allows interactive annotation to align analysis interpretation

Responsive Features

WebFOCUS 82XX and Roadmap Enhanced Collaboration

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8202 Feature

WebFOCUS 82XX and Roadmap Portal Responsive Templates

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8202 Feature

WebFOCUS 82XX and Roadmap Security Differences Between the AE and EE Editions

Feature Application Edition Enterprise Edition

Licensing Model User-based Core-based

Public Access Allowed No Configurable

Multiple Sign-Ins Per User Allowed No Configurable

8201 Feature

WebFOCUS 82XX and Roadmap

Complements Mobile Favorites/Faves Allows developers to organize mobile

content into folders and publish a mobile URL to each folder.

Users don’t need to “favorite” the content

Portal - Simple Lightweight Page (SLP) Viewer

Menu button slides out a list of reports in the folder

Future 82XX Feature

WebFOCUS 82XX and Roadmap

Disabled by default in 8.2.01 AE/EE

Beta Program Customers will register through a program TBD

An unpublished setting fully enables v4 and another can hide v3

Main Features of v4 over v3: Page Templates and thumbnail-based Add Page UI

Page Designer

Page Linking

Commenting/Blog features

Portal - Collaborative (v4) Portals Future 82XX Feature

Demonstration v4 Portal

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• Page Templates • Easy Selector • Commenting • Shared Pages

New Innovations

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RStat embeds into InfoAssist+

New web-based UI for Rstat Predictive Analytics

NotifyMe – Business Use4r Alerting System

Streaming Analytics

Real-time data analytics

Search, Voice and Personal Assistants

Narrative BI

New Innovations Research Areas

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New Innovations - NotifyMe

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Business User Driven Alerting

Create Alert

When Expected Length of Stay = 807 Length of Stay = 2977 Total Payments = 3,779,468 Service = Cardiovascular DRG = CHF & Cardiac Then NotifyMe via Check

Text Email Phone

Daily Weekly Monthly

• Find Outliers • Track Them or Find Similar • Customize Filters • Determine Notification Method • Determine Frequency

New Innovations - NotifyMe

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Business User Driven Alerting

Create Alert

When Expected Length of Stay > Length Of Stay Total Payments = ANY Service = ANY DRG = ANY Then NotifyMe via Check

Text Email Phone

Daily Weekly Monthly

• Find Outliers • Track Them or Find Similar • Customize Filters • Determine Notification Method • Determine Frequency

Personal Assistant - Maggy Magnify Search – Advanced with Voice (Maggy and OneBox)

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Magnify 2.0

Search Repository Find Content that references Revenue

Voice Search from Computer, Tables or Phone OneBox will automatically run first hit with key word

“Show Me: Top Ten Report” Search can be embedded in applications

Type ahead text boxes – to find likely items AppStudio Templates for building Search-based Applications

Personal Assistant - Maggy Magnify Search – Advanced with Voice (Maggy and OneBox)

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Search: “Plasma TV” Search: “Show Me Sales By Product”

Questions and Answers

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