INNOV-8 Partner Evolution Real Results with Open

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INNOV-8: Partner Evolution – Real Results with Open. Edge® 10 David Crisafi - Progress Software Guy Anderson - Progressive Solutions Inc Adrian Wilson - Orchard Information Systems Ltd Brice Busselman - Precision Computer Systems

Goals for this Session Showcase results of real transformations, delivered by the technology leaders themselves Highlight different approaches to transformation Provide opportunity to “Ask the Experts” 2 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Agenda Application Transformation Status Update Partner Transformations • Progressive Solutions • Orchard Information Systems Ltd • Precision Computer Systems Panel Q&A 3 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

’ 07 Application Transformation Status Update ’ 06 Success By The Numbers (Partner data) 162% increase in partners selling more competitive applications between ‘ 05 & ‘ 06 63 unique partners have completed 1 or more projects 4 200 Partners completed or in process of transforming, 132 currently transforming 16% total rev increase ’ 06 over ’ 04 for 63 transformed Partners (vs. 5% partner business) • 12% license rev increase for 63 Ptrs (vs. 4% ptr business) 30% total rev increase for Partners completing 1 st AT project in ’ 06 (vs. ’ 05) INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Getting to Real Results with Open. Edge 10 Progressive Level of Effort & Returns Upgrade: Leveraging new capabilities without changing one letter of code Migrate: Leveraging new capabilities without changes to architecture Transform: Leveraging new capabilities to change Architecture DEV-17: Benefiting from OE 10 Without Disrupting Your Applications’ Lifecycle • Wednesday, 10 am, Pinnacle Peak 1 6 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Progressive Solutions Inc. Lumber Track Guy Anderson VP Technology

Today’s Objectives Who is Progressive Solutions Business challenges and objectives Technology options Technical Solution Results 8 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Company Overview Founded in 1989 145 employees Offices in USA, Canada, United Kingdom Working with Progress® since PSC V 4 Premier Software Solutions Provider in Forest 9 Products Industry 200 customers Customers range from 10 users to over 1200 users INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Lumber Track N-tier partitioned application since 1999 • User Interface • Business Logic • Data Access One code base supports Progress, Oracle 10 and MS-SQL Server databases via Data Server 500 Tables, 8000 fields 15, 000 programs INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Business Challenge We have a functionally rich, mature business 11 application Windows 95 look and feel. Application looks old and tired. New competition entering market with modern UI Loosing deals simply because of the dated look and feel. INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Technical Challenge Require a brand new, modern UI Retain all existing functionality without making 12 any changes to the business logic or data access layers We need it right now! INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Solution Approach – What are the choices? 13 Minor changes to UI, alignment, colors, etc while still using the Open. Edge GUI. ‘Re-arrange the deck chairs approach…’ Just not good enough. Complete re-write with current. NET technology. Limited in‑house skills made it expensive and time consuming. Replace Open. Edge UI components with modern Active. X components. Some internal training required, but relatively quick and still makes extensive use of ABL (4 GL). INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

We chose Active-X integration We replaced the UI on a 100 user internal system, using the Code. Jock Xtreme Suite Pro for Active. X. Needed to achieve two main goals: • Can the UI be replaced without sacrificing any functionality AND retaining existing business logic? • Is the performance acceptable and is the technology stable and scalable? 14 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

How to proceed? PSDN whitepapers: ‘Making the Open. Edge 15 GUI More Competitive’ by Frank Beusenberg. Met with Frank, Jiri de Jagere, and Bernard Bresser at Exchange last year and finalized our plans for the UI migration. UI swap was made a lot easier because we had already separated our business logic from our user interface. INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

What worked and what didn’t Read the documentation! • PSDN whitepapers. • Understand how Open. Edge supports Active. X 16 Progress Software consultants Code. Jock provided an excellent level of support Re-use as much S/W as possible It is possible to swap out the UI without an n-tier architecture, just not as easy. Support for Oracle and MS-SQL Data. Server technology was retained. INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Architecture Application Container Re-usable custom Smart Objects with embedded Active. X controls Active. X Smart Objects inserted into windows at design time Command. Bar. w Report. Grid. w Tab. Folder. w Application Window (*. w) SUPER attached at run time SUPER Procedure Application Window (*. w) Application container uses procedure, widget, and HWND handles to control individual application windows 17 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 Super procedure supports application window access to the Active. X properties and methods © 2007 Progress Software Corporation

New UI – After Conversion Command Bar Report Grid Folder Tabs Report Grid Navigation Pane 19 Docking Panes INNOV-8: Partner Evolution – Real Results with Open. Edge 10 MDI Container © 2007 Progress Software Corporation

What did it take? From 4 hours to 2 days per window depending on complexity 3 developers for 3 months for initial pass Balance of application converted over next 6 months Most of the complexity / heavy lifting contained in the Super Procedure Framework was the bulk of the effort: • Application container • Custom Smart Objects • Super Procedure 20 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Results Immediate increase in Sales 8 new deals directly as a result of the new UI Re-energized the product marketing effort and 21 the sales force Provided a significant compelling event for customers on older versions to upgrade INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

For More Information, go to… PSDN • ‘Making the Open. Edge GUI More Competitive’ by Frank Beusenberg. Documentation: • ‘Active. X Control Support’ section of the Open. Edge Development: Programming Interfaces documentation 22 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Orchard Information Systems, Ltd arc. House Plus – an evolution Adrian Wilson CTO

Agenda arc. House Plus – an evolution Who we are and what we do The need for change The technical challenges Current architecture Results 24 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Who we are; what we do Business background 25 Founded 1979, largest private company in sector (5 main suppliers) 130 employees; 60 in R&D, application development and technical services Primary market is social housing; target organisations are those managing > 2, 000 properties Social housing is a complex area – the applications to support the customers are the same The market is driven by legislation but is becoming more market savvy; although customers are not for profit, dominant players are emerging via mergers INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

The need for change An emerging vision for the future - 2000 onwards 26 Browser for ease of deployment and accessibility Contact management through multiple channels – the customer is king Process flexibility – move away from complex multi tabbed processes; allow much greater flexibility using workflow Support local data definition and access to any 3 rd party data sources Web services integration Retain customer investment – evolution not revolution; have an “out of the box” offering INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

The technical challenges 27 20 housing functionality modules across 3 main areas • • • > 1, 800 DB tables > 30, 000 individual programs > 3, 000 GUI screens > 1, 250, 000 properties under management > 130+ live customers 130+ customers, active user population > 150 avg. No option to radically redesign DB without starting from scratch & causing re-implementation issues GUI programs bind UI with business logic – a character hangover Highly parameterised INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Example visualisation 1990 V 6 Progress Character – single procedure per screen 1997 V 8 Progress GUI – multiple processes/launch points per screen 2007 Orchard’s IDE Java & Swing on OE 10 DB – A service architecture 28 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Current GUI architecture OE Enterprise db arc. House Server Code (Character, Batch) arc. House db Open. Edge Client Networking (TCP/IP) db Triggers Open. Edge Client arc. House GUI Client Presentation User Interface Logic arc. House Business Logic 29 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Service Architecture Service Orchestration (such as LGIP) Other Applications Client Index Optional ESB / Message Hub Ot her pro toc ols WSI API (Housing, CRM and workflow functions) Mobile a. H+ VPN Enterprise Data Repository (EDR) +ENTITY I BUI C R U D CUSTOMLOCAL I C R U D CUSTOMREMOTE I C R U D Core System Functions SOAP Mobile Apps. 3 rd Party CRM Firewall Citizen Access Packaged service examples openadaptor Rules Based Event Manager Workflow (Note 1) http (SOAP / RMI / XML) I CRUD OE App. Server™ JDBC DB Adapter Note 1: • Case and contact management GUI 30 TCP / IP Housing (orchhms) INNOV-8: Partner Evolution – Real Results with Open. Edge 10 CRM (uwm) Other DB (Oracle, MSSQL, etc) • Expression builder • Security model © 2007 Progress Software Corporation

Lessons Some of the challenges along the way Establish & use a formal testing regime – 31 functional and performance / scalability Configuration and release management Offshoring / outsourcing can assist GUI – if only we’d used App. Server. . . Memory re-use issues in the App. Server JDBC update performance – huge improvements with Data. Direct drivers in OE 10 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Results Where are we today? 15 customers live on arc. House Plus 30+ customers implementing (new and 32 existing) Largest social housing provider in the UK implementing system Scalable and performant system Out of the box solution yet completely flexible Combining the resulting technologies, whilst painful at times, has created a market leading proposition; OE 10 provides the backbone INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Precision Computer Systems (PCS) Overview Community Banking Software Two core software packages • BAIS - COBOL-based (Ch. UI only) • Vision - Progress-based (Ch. UI and GUI) ~ 500 customers Purchased by Fiserv, Inc. in 2003 34 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Business Challenges Sales Challenges (2005/early 2006) Excite sales team Excite PCS employees “Salespeople are going to lead with the solution that gives them the best chance of getting the deal with the least amount of effort. ” – Anonymous Sales Manager 35 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Technical Challenges • • 36 Transform 2000+ GUI programs Co-exist with non-transformed Open. Edge GUI Communication of hardware requirements Terminal Services/Citrix environments Design for future UI evolution Ease workstation deployment Existing customers INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

First Steps Progress Global Field Services • Jan 2006 Assessment Transformation Options • . NET Win. Forms (Smart Client) • OCX “Facelift” • Web Platform Decision: . NET Win. Forms • . NET 2. 0 • C# language • Infragistics suite of 3 rd-party controls 37 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Proof of Concept (Po. C) Began March 2006 Deadline: End of May 2006 (Exec Seminar) 2 Progress programmers 2. NET programmers Focused on inquiry functions and reports Po. C considered successful 38 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Transformation Plan Transform Vision over 2½ years (5 releases) Not a separate product Gradually replace Open. Edge GUI programs Dedicated. NET programmers Involve entire company Generic front end 39 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Architecture Bi-directional Socket Communication Windows Client Vision. GUI. exe (. NET 2. 0 Executable) prowin 32 (10. 1 A) AIX Server Appserver “Fat” DB Client Connection Proxy Calls Vision Database (OE 10. 1 A) 40 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Architecture Bi-directional Socket Communication Windows Client Vision. GUI. exe (. NET 2. 0 Executable) prowin 32 (10. 1 A) Progress Communication New ABL Programs Win. Forms Data Access Layer Legacy ABL Programs Appserver Calls Proxy Calls Over Appserver 41 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 Appserver Calls/Fat Client Connection © 2007 Progress Software Corporation

Phase I Began summer 2006 Menu system and Inquiry May 2007 release Included non-transformation projects 4. NET programmers ~10 Open. Edge programmers 42 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

20/20 Hindsight Memory requirements Terminal Services/Citrix impact Load testing Feature creep Communication issues 43 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation

Results Phase I shipped to 500 customers Satisfied over 150 customer requests Increased functionality Excited existing customers Excited sales team = Increased new sales 44 INNOV-8: Partner Evolution – Real Results with Open. Edge 10 © 2007 Progress Software Corporation