Whats New in PRPC 6.

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Pega Partner Edition

Stephen Zisk
Senior BPM Product Marketing Manager

2012, Confidential, Pegasystems Inc.

9/27/12

Goals for this session

Understand Pegas direction with PRPC
Faster, Better Easier No headaches! Platform for customer centric applications

Thought Leadership
Your customers rely on you to help them understand
What impact will Pega have? When should I upgrade? How will using Pega save me money and help me profit?

Become indispensable with your Pega customers

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2012, Confidential, Pegasystems Inc.

PRPC 6.3 Goals and Delivery

Better overall performance Improved case management State-of-the-art visualization Business user DCO and project management Pega Mobile in production Predictive analytics Imaging and scanning Faster, easier development

First look at PegaWORLD 2012 Released 10 September 2012

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2012, Confidential, Pegasystems Inc.

PegaWORLD 2012 Messaging

Does PRPC handle Mobile, Social, Cloud, Analytics, Big Data, Visualization, Case Management, Scanning, User Experience, eLearning?

Yeah. We got that.

This new release revolutionizes how our clients intelligently automate work and serve customers
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2012, Confidential, Pegasystems Inc.

Better overall performance

Engine changes: application-centric caching Faster search queries: streamlined API Redesigned reporting engine: faster queries, simpler setup, new charts Faster UI: refactored classes and JIT fetches Faster analytics: engine improvements and support for high-speed batch

2012, Confidential, Pegasystems Inc.

Pega Case Management

Pega is ranked #1 in Case Management Customers see us as a case solution, not a tool
Claims Management, Collections, Fraud Investigation,

Range of work from structured to ad hoc processes Easy to use, visual case design tools Complete set of case management features
Rich case hierarchy: sub-cases, content, parties, calculations Attachments, content integration, events Portals for managers, owners, and case workers

New Case Management Gallery and Federated Case Management

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2012, Confidential, Pegasystems Inc.

Case Management Gallery

What is it?

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Whats the value?

Saves time during development by allowing you to examine working samples Promotes reuse by making it easier to find the product features you need

Case Management Gallery complements the popular UI Gallery Sample case management application Sample flows, flow actions, and sections

2012, Confidential, Pegasystems Inc.

Federated Case Management

Service

What is it?
Business managers collate and combine multiple case management work streams into a unified whole

Whats the value?

Bridge work silos by creating, tracking and sharing case work across systems Case managers maintain local oversight, support for adaptive and unstructured work

2012, Confidential, Pegasystems Inc.

Federated Case Handling

2012, Confidential, Pegasystems Inc.

State-of-the-art Data Visualization

What is it?

Whats the value?

Participants and managers enabled for role-specific information sharing, so speed and quality of decisions is improved dramatically

Improved reporting: Mobile report formats; easier and faster report building and editing; higher performance

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2012, Confidential, Pegasystems Inc.

State-of-the-art Data Visualization

What is it?

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Whats the value?

Broad range of dynamic reports available Works across all browsers and platforms (including mobile) Excellent responsiveness for all users

New chart editor, with new types (funnel and pyramid charts) and drill-down events HTML5-based charts High performance with large data sets

2012, Confidential, Pegasystems Inc.

Powerful Auto-generated User Experience

What is it?

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Whats the value?

Rich, interactive, responsive web experience with no coding needed Easy to change, Cross-browser, easy reuse The future of Web business apps!

No HTML, No CSS, No JavaScript Dramatically improved performance Generates HTML5

2012, Confidential, Pegasystems Inc.

DCO Advanced Fields Generation

Automatically generate more of your app from a simple form without writing a line of code or jumping between rule forms

What is it?

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Whats the value?

Business users can automatically generate and update the data model, user interface, and process from a simple screen

Generate properties, flow actions, and sections from a single tab Configure properties, pages, and page lists Create expressions directly from a field

2012, Confidential, Pegasystems Inc.

DCO Simplified Specification Management

Case Designer Specifications tab provides convenient, contextual access to specifications

Edit directly inline or use MS Word its your choice.

Generate documentation without running a wizard

What is it?

Whats the value?

Allows you to perform common actions on specifications without needing to run a wizard or open a rule form

Edit, copy, delete, or document a specification directly from the case designer or specification landing pages

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2012, Confidential, Pegasystems Inc.

DCO Other New Features

Invite Collaborator

Better Documentation Wizard Build on Frameworks

What is it?

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Whats the value?

Use DCO to speed project start and manage project changes Tailor the experience for different enterprises, languages and audiences

Define your app with the right people Start from an existing Framework Control your project documentation

2012, Confidential, Pegasystems Inc.

DCO Seamless project management

What is it?
Discovery Map controls initial business design and modeling Define/Import project requirements and estimate effort directly

Whats the value?

Directly model/view business requirements and processes at any level of detail Promote requirements to project tools (project management, test, agile design)

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2012, Confidential, Pegasystems Inc.

PMF Seamless project management

What is it?
Link directly to Project Management Framework Controls in PMF for Agile development

Whats the value?

Project artifacts directly tied to BPM artifacts for visibility and accountability Tools support modern agile methods

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2012, Confidential, Pegasystems Inc.

Support for Mobile

First-Class Pega Experience

Participate, Collaborate, and Monitor Specialize to Mobile (focused UI and tasks) Mobile capabilities (real-time notify and interaction)

No compromises Mobile Experience

Native UI and gestures, including touch Mobile work patterns social, collaborative, expert-driven Native hardware (GPS, camera, voice, etc) All form factors phone and tablet

Touch points with Customers

Customer interactions, not work objects Use decisioning and intent to provide value

Easy Developer Experience

Available on major platforms iOS, Android, RIM No additional development or deployment

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2012, Confidential, Pegasystems Inc.

Pega Mobile in Production

What is it?

Whats the value?

Pega extends any app to mobile platforms Pega Mobile supports new ways of doing field work: investigations, incident management, customer and patient care

Mobile support for dynamic reports and localized portals Support for mobile features: camera, geo-location, voice record

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2012, Confidential, Pegasystems Inc.

Pega Social Capabilities

Pega Pulse
Biz Events

Survey
Following

KM

Tagging

Chat

Narrative

RSS Feeds

Tag Cloud

Groups

Social Channels

Collaboration

What is it?

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Whats the value?

Handle collaboration and crowdsourcing Extend Pega apps into Facebook, Twitter, LinkedIn Make social engaging to collect information

Pega Pulse for context, attachments, actions Integrate with Social Channels Feedback, Survey, Tagging, Following, Narrative, Groups, Communities

2012, Confidential, Pegasystems Inc.

Case Tagging
Configure your application to automatically prompt with a default list of tags Quickly and easily tag a case with meaningful keywords

Choose from one of the defaults, a tag entered by another operator, or a enter new tag all together

What is it?
Tag searching and seeding provide connections within and between cases

Whats the value?

Better case handling and customer satisfaction through knowledge management

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2012, Confidential, Pegasystems Inc.

Presence- and Context- Aware

Intelligent business operations platform supports multi-channel solutions

Back Office

Front Office PRPC: The Only Unified Platform For Developing Business Applications Web

Mobile

Facebook/Social

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2012, Confidential, Pegasystems Inc.

Predictive analytics

What is it?

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Whats the value?

Everything defined by the business in one place: strategies, propositions, propensities Easily define outcomes, calculate behaviors Execute your Next Best Action Strategies

Unified Predictive / Adaptive decisioning Adaptive Analytics - quantify without statisticians Big Data with Hadoop integration

2012, Confidential, Pegasystems Inc.

Integrate Predictive Models with Adaptive Learning

Adaptive Performance Tracking
1
0.9 0.8 0.7 Performance 0.6 0.5 0.4

0.3
0.2 0.1 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Number of cases (x 100)

Adaptive Model

Predictive Model PAD Adaptive

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2012, Confidential, Pegasystems Inc.

Integrate Predictive Models with Adaptive Learning

Adaptive Performance Tracking
1
0.9 0.8 0.7 Performance 0.6 0.5 0.4

0.3
0.2 0.1 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Number of cases (x 100)

Adaptive Model

Predictive Model PAD Adaptive

Tipping point: Adaptive model outperforms the predictive model

Tipping point: A new predictive model is created and deployed

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2012, Confidential, Pegasystems Inc.

Process Modeler Enhancements

6.2sp2 Overlays display useful metrics and statistics

6.3 (lower is faster)

What is it?

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Whats the value?

Identify bottlenecks and optimize your business processes using process overlays Faster, easier to use process modeler

Overlays display process metrics and statistics in context Saves and actions up to 7 times faster Simple, intuitive styles and actions

2012, Confidential, Pegasystems Inc.

Branch and Merge Enhancements

Toolbar icon to check a rule from production to a development branch

For private check-outs, check the rule into unlocked source or branch RuleSet

Pick a development branch visible to your app and start editing

What is it?
Check out to a branch Private check-outs directly into available branches

Whats the value?

Simplifies branch development with one-click creation and check-out Flexible testing and debugging with later commit to the dev branch

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2012, Confidential, Pegasystems Inc.

Additional features in 6.3

Many additional reporting and visualization changes Many additions to UI controls, UI gallery, UI events, branding Guardrails landing page and warnings Additional Designer Studio improvements for faster, easier development Extensions to Declare Pages for integration, editing Pega Document Scanning
New control for cross-browser multi-page scanning and PDF generation Can be used with any TWAIN or ISIS compliant scanner

Pega Image Viewer

New control for cross-browser viewing of TIFF and other image formats

Many enhancements to upgrade process

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2012, Confidential, Pegasystems Inc.

Additional Resources
Pega.com changes
Case Management:
http://www.pega.com/products/case-management

Mobile: http://www.pega.com/products/bpm/mobile

Detailed 6.3 features deck Updates on PDN

http://pdn.pega.com/DevNet/Announcements/Announce63/index_63.asp

Contact Stephen Zisk

Stephen.zisk@pega.com

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2012, Confidential, Pegasystems Inc.

Questions and Answers

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2012, Confidential, Pegasystems Inc.