Reducing Costs & Risks of

Upgrading to Maximo v7

Chris Forti
Director of Maximo Solutions, Actuate
Mica Block
Technical Director, Actuate

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Actuate Corporation © 2009
 Actuate Corporation
$130M Public Company (NASDAQ: ACTU)

HQ San Mateo, California

Offices Regional HQs: Fribourg, London,
Singapore, Tokyo, Toronto
R&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

Building Web 2.0

Rich Information Applications
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Actuate Corporation © 2009
 The Eclipse BIRT Project
Founded, Organized and Led by Actuate

• Open-source BI and reporting BIRT Downloads

initiative started by Actuate in 2004 Millions of downloads

• Professional open-source software 4,500

4,000 6.5 million+
technology 3,500 downloads
3,000 through
• Thriving BIRT Community 2,500 Dec 2008
2,000
1,500
1,000
500
0
2005 2006 2007 2008

How BIRT Helps You

• Builds community of developers and
enterprise users Project Management
• Drives software quality with high-value, Committee Member
extensions provided by community Developers contribute code
• Guarantees conformity with industry De facto standard in IBM
3 standards as they evolve products
Actuate Corporation © 2009
 Actuate and IBM Integration
Broad adoption of BIRT

WebSphere Application Server

WebSphere Business Modeler
WebSphere ILOG JRules*
WebSphere Process Server
WebSphere Registry & Repository*

Rational Application Developer* Tivoli for WebSphere Management

Rational BuildForge* Tivoli Directory Server
Rational ClearQuest* Tivoli Common Reporting*
Rational Method Composer
* designates Tivoli Composite Application Manager*
Rational RequisitePro* IBM Products Tivoli Maximo*
Tivoli Monitoring*
Rational Quality Manager* that embed BIRT Tivoli Netcool*
Rational Software Architect*
Rational Software Modeler* Tivoli Omegamon*
Rational Systems Developer* Tivoli Storage Manager*
Rational Team Concert* Tivoli Usage and Accounting Manager*

WebSphere RFID Center*

WebSphere Portal Server InfoSphere Data Architect*
Workplace Services Express WebSphere Information Server
SPSS Showcase Suite*
4 DB2 Universal Database
Actuate Corporation © 2009
 IBM Maximo & Actuate History
OEM 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)

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Actuate Corporation © 2009
 IBM Maximo & Actuate
What’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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Actuate 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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Actuate Corporation © 2009
 What is BIRT?
Business Intelligence and Reporting Tools

A New Generation of Web Design and Data Visualization Technology

• 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)

Simplicity Power
that makes BIRT to create
simple reports very complex
easy report layouts

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Actuate Corporation © 2009
 BIRT: Premier Development Environment
for Building Web 2.0 Rich Information Applications

BIRT Actuate Community

Bringing rich Workgroup and Making application
information to enterprise application development faster
web applications deployment platforms and easier

Accesses the data BIRT Dashboards & KPIs Over 6.5 Million
Interactive and Ad-hoc downloads thru 2008
Transforms and
integrates the data BIRT Reporting ½ million developers
Scheduling, distribution
Performs summarizations and administration BIRT Exchange
and functions on the data community
Scale
Formats data into usable Performance Actuate customer
and meaningful community
Reliability
visualizations BIRT Global Partners
Security
Delivers it to users in Service and Support
preferred file format and BIRT Marketplace
method

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Actuate Corporation © 2009
 150 Formatted, Static BIRT Reports:
Provided with Maximo v7

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Actuate Corporation © 2009
 BIRT Interactive Viewer
Maximo BIRT reports become interactive

When presented with information, users become smarter…

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

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Actuate Corporation © 2009
 BIRT Studio
Ad-Hoc & BIRT Report Creation by Maximo Users

Template-driven development
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
BIRT Studio is the only template-driven ad-hoc environment that • Hide & show elements
works within a collaborative design architecture that includes • Select themes
BIRT Designers & Interactive Viewer
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Actuate Corporation © 2009
 Visual BIRT Content Engages Users
Integrated Dashboards, KPIs & Reports for Maximo

Animated Visualizations
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

Information is Compelling
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Actuate Corporation © 2009
 Seamlessly Integrated Within Environment

Present Content Seamlessly…

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

Any Format
• Brochure-quality PDF
• Live Excel, PPT, etc…
…in the • Live documents & spreadsheets
palm of
• Mobile devices like iPhone &
your hand Blackberry

Invisible
• Supports your branding
…even in blogs • Integrate Marketing & Upsell
opportunities
• Simple, guided interaction & help

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Actuate Corporation © 2009
 Demonstration

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Actuate Corporation © 2009
 Maximo and Actuate
Joint Solution
Maximo Portal

Uptime Down Time Total

• 1000 • 2000 • 3000
• 2000 • 3000 • 5000

Core Users
of Maximo Operational Reports
Application
Maximo

KPI, Dashboard, EIS,

Consumers
Balance Scorecard
of Maximo
Maximo Information
 Multiple Data Data
Sources
Ad Hoc, OLAP Cubes
 Reduced
Maximo Other Data
License Fees
Analysis
 No Datamart
Other Data
Needed
Actuate BIRT iServer
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Actuate Corporation © 2009
 Actuate BIRT Platform enhances Maximo
Capabilities for Maximo Users (no SQL skills required)

QBR Actuate
User creation of simple listing report
Grouping with totals and sub-totals
Support for complex filtering
User specified sort sequence
BIRT report design can be shared with others
User modification of published reports
Add calculated columns to a report
Easy-to-use “drag & drop” design paradigm
Parameters visible on final report
Incorporate data from other systems in a report
Add graphs & charts via wizard-driven interface
Templates for rapid design and consistency
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Actuate Corporation © 2009
 Joint Solution Use Case Scenario
Manufacturing 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 • Ease of development, deployment and management

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

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Actuate Corporation © 2009
 Value Points
Maximo 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
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Actuate Corporation © 2009
 Value Points
Maximo 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

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Actuate Corporation © 2009
 Upgrade for Maximo Users
Actuate 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
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Actuate Corporation © 2009
 Actuate Upgrade Prototype
FREE 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 August 20th
• 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
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Actuate Corporation © 2009
 Next Steps
Maximo and Actuate Joint Solution

Highest Functional, Integrated Solution

Lowest Total Cost of Ownership
Least Risk by Eliminating Change Management
Next Steps
• Email prototype requests to:
maximo@actuate.com
• Check out the Maximo BIRT InfoCenter:
www.actuate.com/maximobirtinfocenter
• Get started with BIRT:

BIRT: A Field Practical Data

Guide to Analysis and
Reporting Reporting
2nd Edition with BIRT

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Actuate Corporation © 2009