Rich Internet Applications Kapil Kedar Product Marketing

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Who am I… • Kapil Kedar • Product Marketing Manager • (847) 993 - 3104 • kkedar@actuate. com • 5 Years in DW / BI Architect Consultant • ABN Amro – Chicago, IL • Bank of International Settlement – Basel, Switzerland • Nortel Networks – Brampton, ON • Blue Cross Blue Shield – Chicago, IL • Danaher – Aldingen – Germany • NCR – Dayton, OH • 5 Years as a Sales Engineer • 1 ½ Years as a Product Marketing Manager 2 Actuate Corporation © 2007

Who are you… • Enterprise Information • • • Enterprise Systems Data Management Systems Development Process Project Management Emerging Trends in Technology Data Warehousing Data Mining. 3 Actuate Corporation © 2007 Business Intelligence

Agenda • • Quick History Information in Context What’s Setting Expectations Today Forrester’s Information Workplace in the world of Web 2. 0 Demo Example What’s a RIA you might be familiar with and what are the technologies? • Who gets what… • In the future… 4 Actuate Corporation © 2007

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 15 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 16 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 17 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 18 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 19 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 20 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 21 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 22 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

Forrester’s Information Workplace in the world of Web 2. 0 Seamless The application is transparent to the users surrounding systems and activities Quick The application is extremely responsive Multimodal Users multitask and operate across devices, UI’s and locations 23 Actuate Corporation © 2007 Contextual Information is presented to users based their on role, activity & preferences Individualized Content is secured and scoped to each users privileges Visual Content is engaging and readily understandable so that users can perform their tasks easily Social Users communicate, collaborate and cooperate

What’s a RIA you might be familiar with and what are the technologies? Social networking and media sites Interactive IDEs & languages Interactive web sites & businesses Portal & Integration Technologies Web publishing 38 Actuate Corporation © 2007 Interactive pages, widgets, gadgets, and user interfaces

The Challenge for IT: Which Path to Choose? • Must clearly understand the intended service & value of the application • Must know user skills • BI knowledge • Analytic capabilities • Computer & application skills • Must understand the user’s relationship to organization • Security privilege • Presentation format • Frequency pattern 40 Actuate Corporation © 2007

Know Users Analytic and Computer Skills Weak analytic skills required Explanations Trends Charts Formulas Filters Outlines Pivot tables Aggregations Dimensions Hyperlinks Parameters HTML SQL Statistics Java. Script Actuate Basic Java Strong 41 Actuate Corporation © 2007 Scorecards Custom dashboard applications & portals Dashboard applications Excel Ad-hoc web reporting Custom reporting applications OLAP analytics Interactive web reports computer skills required Weak

Know Users Analytic and Computer Skills Weak analytic skills required Explanations Trends Charts Formulas Filters Outlines Pivot tables Aggregations Dimensions Hyperlinks Parameters HTML SQL Statistics Java. Script Actuate Basic Java Strong 42 Actuate Corporation © 2007 Scorecards Custom dashboard applications & portals Dashboard applications Excel Ad-hoc web reporting Custom reporting applications OLAP analytics Interactive web reports computer skills required Weak

Serving All Users Across the Extended Enterprise • To enable information adoption and use, Actuate provides: • External Information • BI and Performance Applications Management Applications • CUSTOMERS, CITIZENS & • EMPLOYEES & PARTNERS STAKEHOLDERS • Interactive statements • Packaged Performance Management Online customer service Customer portals • Web 2. 0 reporting Operational performance reporting • Activity management Scorecards & dashboards • Actuate Platform • Scalable, open-source and standards-compliant 59 Actuate Corporation © 2007

Leadership Recognized by Press, Analysts and Customers 4 of the 5 top US-based global banks are standardized on Actuate for Enterprise Reporting Applications • Rank: 1 • >45 Applications: Global Financial Consolidated Reporting; Global Corporate Banking Online Cash Management; Global Wealth Client Reporting, Mortgage Lending, Student Loans, Benefits reporting…. • Rank: 2 • >15 Applications: Global Online Corporate Cash Management; Broker Portfolio Performance Management; Client Portfolio Reporting; Home Finance Group Loan Management • Rank: 3 • >100 Applications: Global Online Corporate Cash Management; Loan Process Management; Card Services, Know Your Customer • Rank: 4 67 Actuate Corporation © 2007 • >20 Applications: Field Retail Investment Brokerage Portal

Large Deployments are an Actuate Hallmark Customer Users Primary application Other Usages Citigroup 1, 000 Global cash management Corporate banking, prime brokerage American Express 600, 000 Merchant e. Statements Center of Excellence Bank of America 450, 000 Global cash management Commercial Online Banking, Student Loans, Corporate Card Services Deutsche Bank 65, 000 Human capital Bill presentment, HR, prime brokerage, foreign exchange, credit derivatives Key. Corp 17, 000 Client portfolios 22 additional apps UBS 12, 000 Center of Excellence 1, 200 reports Met. Life 5, 000 Budget variance reporting and analysis 68 Actuate Corporation © 2007

Actuate already is an RIA Actuate offers a variety of Web 2. 0 products, services and applications Social networking and media sites Interactive IDEs & languages Interactive web sites & businesses Portal & Integration Technologies i. Server Web publishing 69 Actuate Corporation © 2007 Interactive pages, widgets, gadgets, and user interfaces

Actuate RIA Product Suite Demo Portal with skins, portlets, I 18 N, personal canvases, Flash libraries i. Portal with portlets, AJAX interactivity & basic UI i. Server Express i. Server Enterprise Management, security, scheduling & integration services Management, performance, scalability & multi-project support Information Objects with EII data integration & caching Performancesoft Views Track BI BIRT Reports Interactive Viewing Business. Report Studio e. Spreadsheet Smart. Sheet Security e. Report PLS e. Analysis BIRT Open Source, BIRT Exchange, Eclipse Platform 70 Actuate Corporation © 2007 Analytics

Actuate Content Options i. Server Business Reports e. Spreadsheet BIRT Reports e. Reports Actuate Analytics Actuate Query Report Developer Designers Information Objects Data Sources Analysis-ready Spreadsheets Live Workbooks w/ pivots, etc. Page-centric reports Very high-end Web, PDF, PPT, Word Individual data extract From Information Objects Personalized cubes Ad-hoc Web Reports Business OLAP BIRT-template driven EII-powered metadata Centralize queries, separate data from presentation Interactive Web 2. 0 Reports IV, basic pdf, dashboards Performancesoft Views 71 Actuate Corporation © 2007 Track BI Performance Management Forward looking performance