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1 Actuate Corporation © 2009 Maximo Reporting Options & Intro to BIRT David Rosenbacher Vice President Sales Engineering, Actuate Jason Leach Maximo Solutions Engineer, Actuate

Actuate Maximo Mountain West Maximo Users Group

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Page 1: Actuate Maximo Mountain West Maximo Users Group

1Actuate Corporation © 2009

Maximo Reporting Options & Intro to BIRT

David RosenbacherVice President Sales Engineering, Actuate

Jason LeachMaximo Solutions Engineer, Actuate

Page 2: Actuate Maximo Mountain West Maximo Users Group

2Actuate Corporation © 2009

The IBM Maximo Reporting StoryOpen Report System

DB2

Upgrade Only Integration IntegrationIntegrationQ4 2009Embedded Externalized

BIRT ActuateCognos

Reporting8

BusinessObjects X1Enterprise

ExternalReport

Integration

OpenDatabasePlatform

Maximo 7 Reporting

Page 3: Actuate Maximo Mountain West Maximo Users Group

3Actuate Corporation © 2009

IBM Maximo & Actuate HistoryOEM Relationship

• Delivered Actuate as embedded reporting solution since 2001

• Maximo Release 5.0 and 5.1 (Dec 2001 & 2002) • Actuate 5 (iServer, eReports, Page Level Security & Active Portal)

• Maximo Release 5.2 (2002) • Actuate 7 (iServer, eReports, Page Level Security & Active Portal)

• Maximo Release 5.2, Patches 1 – 5 (June 2003 – August 2005) • Actuate 7 (iServer, eReports, Page Level Security, Active Portal,

Query & eSpreadsheet) • Maximo Release 6.0 – 6.2.2 (March 2005 – June 2005) • Actuate 8 (iServer, eReports, Page Level Security, Active Portal,

Query & eSpreadsheet)

Page 4: Actuate Maximo Mountain West Maximo Users Group

4Actuate Corporation © 2009

IBM Maximo & ActuateWhat’s changed?

• Maximo Release 7.1 • Delivers a new embedded reporting technology• Uses Actuate developed open source BIRT

Next Generation Web-based Technology• Delivers 150 BIRT reports• Provides QBR for simple, ad-hoc queries using BIRT• Aligns with IBM standardization of BIRT across software

products• Does not ship with the same Actuate technology

provided in Maximo 6.x

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5Actuate Corporation © 2009

Impact to Maximo Customers

• Increased costs & risks in migration to Maximo v7• Expensive to rewrite Actuate reports in new technology

• Estimates are 1 to 3 weeks per report depending on complexity• Conversion costs of $10K to $30K per report using 3rd party

• Significant change management costs associated with abandoning existing solution

• Lost functionality• No replacement for e.Spreadsheet• Enterprise-class capabilities of Actuate’s iServer

Actuate Offer: Upgrade Packages for Maximo Customers

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6Actuate Corporation © 2009

HQ San Mateo, California

Offices Regional HQs: Fribourg, London, Singapore, Tokyo, TorontoR&D: San Mateo, Kansas City, Shanghai, Toronto

Customers Over 4,400 with top-tier accounts in banking, insurance, securities, government, health care, education, utilities and high tech

Services Design, consulting, development, integration, training, support

Key Partners

Actuate Corporation$130M Public Company (NASDAQ: ACTU)

Building Web 2.0 Rich Information Applications

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7Actuate Corporation © 2009

The Eclipse BIRT ProjectFounded, Organized and Led by Actuate

• Open-source BI and reporting initiative started by Actuate in 2004

• Professional open-source software technology

• Thriving BIRT Community

Project Management Committee Member

Developers contribute codeDe facto standard in IBM

products

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

2005 2006 2007 2008

6.5 million+downloads through

Dec 2008

BIRT DownloadsMillions of downloads

How BIRT Helps You• Builds community of developers and

enterprise users• Drives software quality with high-value,

extensions provided by community• Guarantees conformity with industry

standards as they evolve

Page 8: Actuate Maximo Mountain West Maximo Users Group

8Actuate Corporation © 2009 *Actuate and IBM IntegrationBroad adoption of BIRT

Rational Application Developer*Rational BuildForge*Rational ClearQuest*

Rational Method ComposerRational RequisitePro*

Rational Quality Manager*Rational Software Architect*Rational Software Modeler*

Rational Systems Developer*Rational Team Concert*

* designatesIBM Products

that embed BIRT

WebSphere RFID Center*InfoSphere Data Architect*

WebSphere Information ServerSPSS Showcase Suite*DB2 Universal Database

Tivoli for WebSphere ManagementTivoli Directory ServerTivoli Common Reporting*Tivoli Composite Application Manager*Tivoli Maximo*Tivoli Monitoring*Tivoli Netcool*Tivoli Omegamon*Tivoli Storage Manager*Tivoli Usage and Accounting Manager*

WebSphere Application ServerWebSphere Business ModelerWebSphere ILOG JRules*WebSphere Process ServerWebSphere Registry & Repository*

WebSphere Portal ServerWorkplace Services Express

Page 9: Actuate Maximo Mountain West Maximo Users Group

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Simplicitythat makes

simple reports easy

Powerto create

very complexreport layouts

BIRT

What is BIRT?Business Intelligence and Reporting Tools

• Easy to use for all types of developers• Modern, web-page design metaphor• Component-based development• Open and standards-based• Flexible APIs and rich programmatic control• Full support for libraries and reuse• Foundation for a range of Actuate products (Interactive Viewer, Dashboards, BIRT Studio)

A New Generation of Web Design and Data Visualization Technology

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10Actuate Corporation © 2009

BIRT: Premier Development Environment for Building Web 2.0 Rich Information Applications

BIRTBringing rich information to

web applications

Accesses the data

Transforms andintegrates the data

Performs summarizations and functions on the data

Formats data into usable and meaningful visualizations

Delivers it to users in preferred file format and

method

ActuateWorkgroup and

enterprise application deployment platforms

BIRT Dashboards & KPIsInteractive and Ad-hoc

BIRT ReportingScheduling, distribution

and administrationScale

PerformanceReliabilitySecurity

Service and Support

CommunityMaking application development faster

and easier

Over 6.5 Million downloads thru 2008½ million developers

BIRT Exchange community

Actuate customer community

BIRT Global Partners

BIRT Marketplace

Page 11: Actuate Maximo Mountain West Maximo Users Group

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150 Formatted, Static BIRT Reports:Provided with Maximo v7

Page 12: Actuate Maximo Mountain West Maximo Users Group

12Actuate Corporation © 2009

BIRT Interactive ViewerMaximo BIRT reports become interactive

Interactive & Engaging• Encourages users to seek new

perspectives• Save their changes• Leverages their ideas• Creates self-sufficient users

Fully controlled by IT• 100% Secure• Components are reusable• Use changes to drive

requirements

…when users become smarter, they change their questions

When presented with information, users become smarter…

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BIRT StudioAd-Hoc & BIRT Report Creation by Maximo Users

Web-based Ad-hoc• Drag and drop development• Users pick template and data set• Group, filter, sort & aggregate• Supports all Excel functionality

IT-controlled • Templates controlled by IT• Metadata secured• Content can be scheduled, shared

& used with Interactive Viewer

Graphical Objects• Built-in charting• Hide & show elements• Select themes

Template-driven development

BIRT Studio is the only template-driven ad-hoc environment that works within a collaborative design architecture that includes

BIRT Designers & Interactive Viewer

Page 14: Actuate Maximo Mountain West Maximo Users Group

14Actuate Corporation © 2009

Visual BIRT Content Engages UsersIntegrated Dashboards, KPIs & Reports for Maximo

Highly Visual• Draws user in• Zero training• Simplifies information• Joy to use

Powered by BIRT• 100% Web-based• Built-in graphics• 266 Flash objects included• Lightweight and reusable

Animated Visualizations

Information is Compelling

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Seamlessly Integrated Within Environment

All Data Secured• Multi-layered security model• Standard and JavaScript portlets• Seamlessly integrates user security

Any Format • Brochure-quality PDF• Live Excel, PPT, etc…• Live documents & spreadsheets• Mobile devices like iPhone &

BlackBerry

Invisible• Supports your branding• Integrate marketing & up-sell

opportunities• Simple, guided interaction & help

Present Content Seamlessly…

…in the palm of

your hand

…in customer portals

…even in blogs

Page 16: Actuate Maximo Mountain West Maximo Users Group

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Demonstration

Page 17: Actuate Maximo Mountain West Maximo Users Group

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Maximo

Actuate BIRT iServer

MaximoData

Core Users of Maximo Application

Maximo and Actuate Joint Solution

Operational Reports

KPI, Dashboard, EIS, Balance Scorecard

Ad Hoc, OLAP Cubes

Analysis

Uptime

• 1000• 2000

Down Time

• 2000• 3000

Total

• 3000• 5000

Other Data

Other Data

Consumers of Maximo Information

Maximo Portal

Multiple Data Sources

Reduced Maximo License Fees

No Datamart Needed

Page 18: Actuate Maximo Mountain West Maximo Users Group

18Actuate Corporation © 2009

Actuate BIRT Platform enhances MaximoCapabilities for Maximo Users (no SQL skills required)

QBR Actuate

User creation of simple listing report Grouping with totals and sub-totals Support for complex filteringUser specified sort sequence BIRT report design can be shared with othersUser modification of published reportsAdd calculated columns to a report Easy-to-use “drag & drop” design paradigmParameters visible on final report Incorporate data from other systems in a reportAdd graphs & charts via wizard-driven interfaceTemplates for rapid design and consistency

Page 19: Actuate Maximo Mountain West Maximo Users Group

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Joint Solution Use Case ScenarioManufacturing Company

Challenge: Critical business information exists in silos, within Maximo and other mission critical systems.

Requires time consuming, error-prone manual processes necessary to bring information together for decision making and analysis.

Solution: A platform and framework for supporting the efficient development and delivery of dashboards and ad hoc reporting to accelerate decision making and improve value to the business.

Integrates data from the following systems:

- IBM Maximo - Intelex Safety Management - Plant Machine Control Data - Custom ERP Application - Electricity costs via real-time feed

Why Actuate BIRT Platform:

• Ease of development, deployment and management• Integration and ease-of-use with Maximo• Existing BIRT, Eclipse and Actuate skills within IT• Availability of info & non-proprietary extensions with open source

Page 20: Actuate Maximo Mountain West Maximo Users Group

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Value PointsMaximo and Actuate Joint Solution

• Reduce Costs and Risk of your upgrade to Maximo v7• Eliminate expensive rewrite of existing reports in a new technology• Eliminate change management costs• Dramatically reduce risk using the same iServer

• Preserve existing investment in Actuate reports and spreadsheets while incrementally adopting new BIRT technology

• Unique capability of Actuate’s BIRT iServer• For any Maximo release v6, v7 and beyond

• Reduce IT costs and improve service by enabling Maximo users to easily modify and create BIRT reports

• Enable ad-hoc reporting with BIRT Interactive Viewer and BIRT Studio• Gets IT out of the report writing business• Reduces report backlog dramatically

• Reduce Maximo deployment costs while reaching more users• Extend reports to non-Maximo application users• Avoid costly software license fees, user training and change management

expenses

Page 21: Actuate Maximo Mountain West Maximo Users Group

21Actuate Corporation © 2009

Value PointsMaximo and Actuate Joint Solution

• Enable an enterprise-class BI platform using common BIRT technology

• Deliver integrated BIRT dashboards, KPIs and Operational Reports• Combine Maximo data with data from other systems• Single platform meets all requirements

• Delivers lowest TCO through alignment with IBM Maximo IP and product road map using BIRT

• 150 BIRT reports delivered in Maximo v7• Leverages IT skills in BIRT

• Improved technical support with direct access to Actuate and BIRT experts

Page 22: Actuate Maximo Mountain West Maximo Users Group

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Upgrade for Maximo UsersActuate BIRT Platform

• Maximo 7 Users• Enables continued use of existing Actuate with Maximo v7 and beyond• Ability to incrementally adopt new BIRT reporting• Seamless integration within Maximo UI

• Maximo 6 Users• Enables adoption of new BIRT reporting• Co-exists with existing Actuate reports• Investment preserved with upgrade to Maximo v7

• Plus Enhanced Capabilities• Allows reports to combine data from Maximo and other systems• Enables delivery of dashboards with drill down to operational reports• Extends Maximo with full featured ad-hoc BIRT reporting• Includes direct technical support from the Actuate & BIRT Experts

• Integration delivered through IBM supported interface

Page 23: Actuate Maximo Mountain West Maximo Users Group

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Actuate Upgrade PrototypeFREE Offer

Rich Maximo Reporting in Just 3 Days• Co-existence of Actuate & BIRT Reporting• Full featured ad hoc BIRT reporting• Use your reports, your data – add up to 3 new BIRT reports• Combine Maximo data with other enterprise data• Integrated within Maximo v6, v7, or stand alone• Use of Actuate products for 30 days

Limited Offer• Must meet qualifying criteria• Prototype built by September 10th

• Limited number of FREE prototypes to be delivered

Qualifying Criteria• Complete prototype assessment through phone discussion• Confirm active Maximo project is funded and underway• Conduct business meeting between Sr. Manager & Actuate

Page 24: Actuate Maximo Mountain West Maximo Users Group

24Actuate Corporation © 2009

Next StepsMaximo and Actuate Joint Solution

Highest Functional, Integrated SolutionLowest Total Cost of Ownership

Least Risk by Eliminating Change ManagementNext Steps

• Email prototype requests to:[email protected]

• Check out the Maximo BIRT InfoCenter:http://poc.actuate.com/maximowww.actuate.com/maximobirtinfocenter

• Get started with BIRT:BIRT: A Field Guide to Reporting2nd Edition

Practical Data Analysis and Reporting with BIRT