01 The Power to Simplify Pega 7 Overview Kerim Akgonul

Douglas Kim
October 3 2013
 The Power to Simplify

01 Works the Way your Business Thinks

02 Engages More Users through More Channels

03 Simplifies and Accelerates

 01
Works the Way your Business Thinks
Case Lifecycle Management
Predictive and Adaptive Analytics
 Case Lifecycle Management
Works the way the business thinks

Collect Resume Recruiter Review Interview Decision Offer Accepted

Personal Details Phone Screen Manager Interview Review Feedback Submit Offer Launch Onboarding
Education Predictive Index [Live Presentation] [Background Check] Negotiate Offer
Skills Myers Briggs PT [Demo] Check Referrals
[Company Tour] Determine Comp
[Executive Interview] Internal Approval

[Rejected] [Withdrawn]

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 Case Lifecycle Management-
Lay out how work gets done in stages

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 Case Lifecycle Management
And fill in the details of each stage

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 Case Lifecycle Management
And end-users instantly see what the designers see

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 Case Lifecycle Management
Sophisticated reports brings situational awareness to
management

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 Full Case Management Feature Set in Pega 7
o Smart Shapes
o Stage Visualization
o Modern End User UI
o Robust Bulk Processing
o Wait Shape
o Cascading Approvals
o Percentage-based throttling
o Pega Pulse
o Multi-Escalation SLAs
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o Duplicate Search
o Smart Case Locking
o Stage Based Design
o Intermediate Events
o Process Outline
o Enriched Case Dependencies
o Enhanced Parallel Processing
o Attachment Referencing
o Spreadsheet style Case Editing
 Predictive and Adaptive Analytics
Design, configure and deploy sophisticated predictive models and analytics,
leveraging Big Data in your business process

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 Predictive and Adaptive Analytics-driven processes
Helps you dramatically improve retention and upsell/cross-sell

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 Predictive and Adaptive Analytics-driven processes
Helps you introduce innovative ways to deliver compelling offers to customers

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 02
Engages More Users through More Channels
Omni-Channel UX
Pega Pulse Social Collaboration
 Omni-Channel UX
Rich support for mobile case workers and customers across
mobile and social channels

Responsive Screen Layouts Location Based Assignments

Embed in social media apps Signature and Image Capture

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 Omni-Channel UX
Design your app for the desktop.

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 Omni-Channel UX
And with Responsive Screen Layouts, its instantly
deployable everywhere

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 Omni-Channel UX
And deploy on your social media presence

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 Pega Pulse
Social Collaboration built-in

o The power of social tools,

guided and integrated into the
work managed by Pega.

o Users can advance a process or

resolve a case directly from the
conversation feed.

o Creates rich knowledgebase for

future re-use.

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 03
Simplifies and Accelerates
Designer Studio
Pega Live Data
Zero-Disruption Architecture
Simplified Security Management
Additional Architectural Improvements
 Designer Studio
Improves Developer Productivity

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 Designer Studio
Smart Shapes Simplify and Accelerate Development

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 Pega Live Data
Simplifies the use of data in business processes
Traditional Approach Pega Live Data

Data management clutters business process Data are managed behind the scenes and
definitions. automatically flow to the right process steps at the
right time.

Hard to understand. Hard to change. Easy to understand. Easy to change.

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 Pega Live Data
The right data, in the right places, at the right times

YOUR PROCESSES AND

SCREENS

FETCH UPON REFERENCE INTELLIGENT CACHING BACKGROUND RETRIEVAL

PEGA
LIVE DATA

SYSTEMS OF RECORD
AND BIG DATA

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 Pega Live Data
Example: Search for customers auto refresh

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 Zero Disruption Architecture

o Failover is invisible to users. They are instantly migrated to a standby server and
experience zero disruption.
o Perform planned system maintenance without disrupting users.
o Works on-premises or in Pega Cloud.

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 Zero-Disruption Architecture
Recover from browser crash

Browser state is fully

recovered after a crash.
The user can continue
working the case(s) that
were active.

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 Zero-Disruption Architecture
Controlled rule change

Configured to take effect:

Immediately
Next Logon
Next Pega Thread
API Call

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 Security Access Manager
Supports both coarse and fine-grained control

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 Additional Architectural Improvements

o Performance Optimizations
o Multi-Tenancy Support
o PostgreSQL Support

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 The Power to Simplify

01 Works the Way your Business Thinks

Case Lifecycle Management
Predictive and Adaptive Analytics

02 Engages More Users through More Channels

Omni-Channel UX
Pega Pulse Social Collaboration

03 Simplifies and Accelerates

Designer Studio
Pega Live Data
Zero-Disruption Architecture
Simplified Security Management

Build for Change

Pega software revolutionizes how leading

organizations optimize the customer
experience and automate operations