of 24/24
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

  • View

  • Download

Embed Size (px)

Text of Actuate Maximo Mountain West Maximo Users Group

Q1.04 Product Sales

Maximo Reporting Options & Intro to BIRTDavid RosenbacherVice President Sales Engineering, ActuateJason LeachMaximo Solutions Engineer, Actuate

#Actuate Corporation 2009

The IBM Maximo Reporting StoryOpen Report System

DB2Upgrade OnlyIntegrationIntegrationIntegrationQ4 2009EmbeddedExternalizedBIRTActuateCognosReporting8BusinessObjects X1EnterpriseExternalReportIntegrationOpenDatabasePlatformMaximo 7 Reporting

#Actuate Corporation 2009

IBM Maximo & Actuate HistoryOEM RelationshipDelivered Actuate as embedded reporting solution since 2001Maximo 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)

#Actuate Corporation 2009

IBM Maximo & ActuateWhats changed?Maximo Release 7.1 Delivers a new embedded reporting technologyUses Actuate developed open source BIRT Next Generation Web-based TechnologyDelivers 150 BIRT reportsProvides QBR for simple, ad-hoc queries using BIRTAligns with IBM standardization of BIRT across software productsDoes not ship with the same Actuate technology provided in Maximo 6.x

#Actuate Corporation 2009

Impact to Maximo CustomersIncreased costs & risks in migration to Maximo v7Expensive to rewrite Actuate reports in new technologyEstimates are 1 to 3 weeks per report depending on complexityConversion costs of $10K to $30K per report using 3rd partySignificant change management costs associated with abandoning existing solutionLost functionalityNo replacement for e.SpreadsheetEnterprise-class capabilities of Actuates iServer

Actuate Offer: Upgrade Packages for Maximo Customers

#Actuate Corporation 2009

HQSan Mateo, CaliforniaOfficesRegional HQs: Fribourg, London, Singapore, Tokyo, TorontoR&D: San Mateo, Kansas City, Shanghai, TorontoCustomersOver 4,400 with top-tier accounts in banking, insurance, securities, government, health care, education, utilities and high techServicesDesign, consulting, development, integration, training, supportKey Partners

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

Building Web 2.0 Rich Information Applications

#Actuate Corporation 2009

The Eclipse BIRT ProjectFounded, Organized and Led by ActuateOpen-source BI and reporting initiative started by Actuate in 2004Professional open-source software technologyThriving BIRT Community Project Management Committee MemberDevelopers contribute codeDe facto standard in IBM products

6.5 million+downloads through Dec 2008BIRT DownloadsMillions of downloadsHow BIRT Helps YouBuilds community of developers and enterprise usersDrives software quality with high-value, extensions provided by communityGuarantees conformity with industry standards as they evolve

#Actuate Corporation 2009


*Actuate and IBM IntegrationBroad adoption of BIRTRational 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 Productsthat embed BIRTWebSphere 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

#Actuate Corporation 2009

8IBM has adopted BIRT broadly across the IBM software portfolio. One of the driving factors was standardization of a reporting technology across product families. More than 40 IBM software products are using BIRT today, and BIRT is core to the Tivoli Common Reporting initiative, the centralized reporting offering for Tivoli products, including Maximo.

Simplicitythat makes simple reports easyPowerto createvery complexreport layoutsBIRTWhat is BIRT?Business Intelligence and Reporting Tools

Easy to use for all types of developersModern, web-page design metaphorComponent-based developmentOpen and standards-basedFlexible APIs and rich programmatic controlFull support for libraries and reuseFoundation for a range of Actuate products (Interactive Viewer, Dashboards, BIRT Studio)A New Generation of Web Design and Data Visualization Technology

#Actuate Corporation 2009

BIRT: Premier Development Environment for Building Web 2.0 Rich Information ApplicationsBIRTBringing rich information to web applicationsAccesses the dataTransforms andintegrates the dataPerforms summarizations and functions on the dataFormats data into usable and meaningful visualizationsDelivers it to users in preferred file format and methodActuateWorkgroup and enterprise application deployment platformsBIRT Dashboards & KPIsInteractive and Ad-hoc BIRT ReportingScheduling, distribution and administrationScale PerformanceReliabilitySecurity Service and SupportCommunityMaking application development faster and easierOver 6.5 Million downloads thru 2008 million developersBIRT Exchange communityActuate customer communityBIRT Global Partners

BIRT Marketplace

#Actuate Corporation 2009

150 Formatted, Static BIRT Reports:Provided with Maximo v7

#Actuate Corporation 2009

BIRT Interactive ViewerMaximo BIRT reports become interactiveInteractive & EngagingEncourages users to seek new perspectivesSave their changesLeverages their ideasCreates self-sufficient users

Fully controlled by IT100% SecureComponents are reusableUse changes to drive requirementswhen users become smarter, they change their questionsWhen presented with information, users become smarter

#Actuate Corporation 2009


BIRT StudioAd-Hoc & BIRT Report Creation by Maximo Users

Web-based Ad-hocDrag and drop developmentUsers pick template and data setGroup, filter, sort & aggregateSupports all Excel functionality

IT-controlled Templates controlled by ITMetadata securedContent can be scheduled, shared & used with Interactive Viewer

Graphical ObjectsBuilt-in chartingHide & show elementsSelect themes Template-driven developmentBIRT Studio is the only template-driven ad-hoc environment that works within a collaborative design architecture that includes BIRT Designers & Interactive Viewer

#Actuate Corporation 2009

Visual BIRT Content Engages UsersIntegrated Dashboards, KPIs & Reports for MaximoHighly VisualDraws user inZero trainingSimplifies informationJoy to use

Powered by BIRT100% Web-basedBuilt-in graphics266 Flash objects includedLightweight and reusable

Animated Visualizations

Information is Compelling

#Actuate Corporation 2009


Seamlessly Integrated Within Environment

All Data SecuredMulti-layered security modelStandard and JavaScript portletsSeamlessly integrates user security

Any Format Brochure-quality PDFLive Excel, PPT, etcLive documents & spreadsheetsMobile devices like iPhone & BlackBerry

InvisibleSupports your brandingIntegrate marketing & up-sell opportunitiesSimple, guided interaction & help

Present Content Seamlessly

in the palm of your handin customer portalseven in blogs

#Actuate Corporation 2009


#Actuate Corporation 2009

MaximoActuate BIRT iServer

MaximoDataCore Users of Maximo Application

Maximo and Actuate Joint Solution

Operational ReportsKPI, Dashboard, EIS, Balance Scorecard Ad Hoc, OLAP CubesAnalysis

Other DataOther DataConsumers of Maximo Information

Maximo PortalMultiple Data SourcesReduced Maximo License FeesNo Datamart Needed

#Actuate Corporation 2009

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

#Actuate Corporation 2009

Joint Solution Use Case ScenarioManufacturing CompanyChallenge: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 feedWhy 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

#Actuate Corporation 2009


Value PointsMaximo and Actuate Joint SolutionReduce 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 iServerPreserve existing investment in Actuate reports and spreadsheets while incrementally adopting new BIRT technology Unique capability of Actuates BIRT iServer For any Maximo release v6, v7 and beyondReduce 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 dramaticallyReduce 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

#Actuate Corporation 2009

Value PointsMaximo and Actuate Joint SolutionEnable 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 requirementsDelivers 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

#Actuate Corporation 2009

Upgrade for Maximo UsersActuate BIRT PlatformMaximo 7 UsersEnables continued use of existing Actuate with Maximo v7 and beyondAbility to incrementally adopt new BIRT reportingSeamless integration within Maximo UIMaximo 6 UsersEnables adoption of new BIRT reportingCo-exists with existing Actuate reportsInvestment preserved with upgrade to Maximo v7Plus Enhanced CapabilitiesAllows reports to combine data from Maximo and other systemsEnables delivery of dashboards with drill down to operational reportsExtends Maximo with full featured ad-hoc BIRT reportingIncludes direct technical support from the Actuate & BIRT ExpertsIntegration delivered through IBM supported interface

#Actuate Corporation 2009

Actuate Upgrade PrototypeFREE OfferRich Maximo Reporting in Just 3 DaysCo-existence of Actuate & BIRT ReportingFull featured ad hoc BIRT reportingUse your reports, your data add up to 3 new BIRT reportsCombine Maximo data with other enterprise dataIntegrated within Maximo v6, v7, or stand aloneUse of Actuate products for 30 daysLimited OfferMust meet qualifying criteriaPrototype built by September 10thLimited number of FREE prototypes to be deliveredQualifying CriteriaComplete prototype assessment through phone discussionConfirm active Maximo project is funded and underwayConduct business meeting between Sr. Manager & Actuate

#Actuate Corporation 2009

Next StepsMaximo and Actuate Joint SolutionHighest Functional, Integrated SolutionLowest Total Cost of OwnershipLeast Risk by Eliminating Change ManagementNext StepsEmail prototype requests to:[email protected] out the Maximo BIRT InfoCenter:http://poc.actuate.com/maximowww.actuate.com/maximobirtinfocenterGet started with BIRT:

BIRT: A Field Guide to Reporting2nd Edition

Practical Data Analysis and Reporting with BIRT

#Actuate Corporation 2009


Series 1Series 2Series 3

Sheet1Series 1Series 2Series 3Category 14.32.42Category 22.54.42Category 33.51.83Category 44.52.85To resize chart data range, drag lower right corner of range.



Sheet1Sales1st Qtr8.22nd Qtr3.23rd Qtr1.44th Qtr1.2To resize chart data range, drag lower right corner of range.


Series 1Series 2Series 3

Sheet1Series 1Series 2Series 3Category 14.32.42Category 22.54.42Category 33.51.83Category 44.52.85To resize chart data range, drag lower right corner of range.