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WebFOCUS iWay Software Omni How to Improve Customer-Facing Applications With Intelligence, Integrity, and Integration Customer-Facing Solutions Brief

How to Improve Customer-Facing Applications With

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Page 1: How to Improve Customer-Facing Applications With

WebFOCUS iWay Software Omni

How to Improve Customer-Facing Applications With Intelligence, Integrity, and Integration

Customer-Facing Solutions Brief

Page 2: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications2Information Builders

What Our Customers Say

“The new dashboard solution gives our customer/advisors and assistants one central location to quickly retrieve information stored in different locations. Information that previously took minutes or longer to locate is now available on one screen in a matter of seconds.”

Roxanne Wieland Director of Field Technology Securities America

“We are using WebFOCUS to present metrics through interactive dashboards. Having access to dashboards and KPIs will help clients determine how to allocate their marketing budgets and pinpoint where they are driving the most traffic.”

Peggy Worley Business Intelligence Manager Palm Coast Data

“We are experts at building SaaS applications but there is no way we could have built this entire BI and analytical environment so quickly without WebFOCUS.”

Chris Low Senior Director, Product Management DealerTrack

“We selected Information Builders because they have the most comprehensive suite of products. Their capture, integration, and integrity technologies were a perfect fit for creating our solution. All of the data is loaded into a data warehouse for access by the WebFOCUS data visualization tools.”

Brian Beard President Data Visualization Intelligence (a subsidiary of Travel and Transport)

Page 3: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications3Information Builders

Sharing enterprise information with clients, suppliers, business partners, and other third parties via the web and mobile devices can offer a wealth of benefits. Customer-facing business intelligence (BI) and analytics environments reduce the cost of servicing external stakeholders, enhance satisfaction and loyalty, create new income sources and revenue streams, and improve the productivity of support staff.

But effectively extracting information from various sources, ensuring its accuracy and integrity, and delivering it to the masses requires a comprehensive, high-performance platform with a broad range of capabilities. It must be reliable and scalable, yet easy to use, so even stakeholders with limited technical skills can efficiently analyze data.

When it comes to leveraging enterprise data for customer-facing applications, Information Builders’ BI, data integrity, and integration solutions have a proven track record of success. Our technologies serve as the backbone for numerous customer-facing and self-service BI and analytics systems that provide thousands, tens of thousands, or even hundreds of thousands of external users with real-time access to dynamic, interactive data.

Our WebFOCUS BI and analytics platform offers:

■■ Rapid development and deployment of customer-facing environments

■■ Access to any data in any system – including social media and cloud-based sources – from any PC, laptop, smartphone, or tablet

■■ Proactive data quality management, to guarantee the accuracy and integrity of the information being shared with external constituents

■■ Maximum security to fully protect even the most sensitive data at all times

■■ Innovative enterprise search capabilities that make it easy for any external user to quickly locate and retrieve any data, from any system across the enterprise

■■ InfoApps™, which deliver interactive analytics content such as data visualizations, charts, graphs, and reports to users through a portal for an easy “app store-like” experience

A Better Customer Experience With Analytics and Data Management

Sparta embedded WebFOCUS into its TrackWise solution, so users can analyze data from many different sources.

Page 4: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications4Information Builders

Customer Successes

DealerTrack – This provider of high-value software solutions and services for the retail automotive industry lacked modern reporting, analytics, and data visualization capabilities in its flagship Dealer Management System. WebFOCUS was used to provide customers with a series of dashboards and parameterized reports, as well as a custom report development environment. Authorized users can now easily visualize business data and create custom reports for parts inventory, customers, service, vehicle histories, and accounting.

Hof Hoorneman – A customer-facing BI environment, featuring interactive eStatements, has empowered this independent investment bank to provide customers with a personal daily digital overview of their investments, with attention to wealth, yield, output, and efficiency. Real-time and historical data from diverse sources are combined into personalized dashboards and interactive Active PDF files. Clients can now review their investments on a daily basis and receive input from their investment advisors.

Insperity – WebFOCUS empowered the country’s leading professional employer organization to improve service to its clients by making important HR information available at any time via the web. Clients generate hundreds of ad hoc and self-service reports each day – as many as 40,000 reports each quarter – including critical payroll, tax, benefit, and related HR information. Easy access to such timely and complete data enables clients to better manage worksite employees, resulting in higher levels of customer satisfaction for Insperity.

International Financial Data Services (IFDS) – This provider of back-office services, innovative workflow, and reporting tools helps its clients make more informed decisions via a customer-facing mobile analytics environment known as IFDS Insight. Users can monitor their wealth management or mutual fund portfolios, track trade tickets, and much more. IFDS Insight has differentiated the company from its competitors, and improves customer retention scores.

IFDS Insight, a customer-facing application from International Financial Data Services.

Page 5: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications5Information Builders

Neways – A tiered WebFOCUS reporting environment allows this company’s independent distributors to gather information to boost revenue and profitability. Visually rich and powerful tools enable them to maximize their earning potential by retrieving real-time data about orders, bonus qualifications, and more. With WebFOCUS, Neways can demonstrate to existing and potential distributors that it is an innovative company and a leader in its space.

nVision Global – This logistics management services provider implemented sophisticated operational BI with interactive graphing and mapping capabilities to provide customers with information about shipping routes, rates, logistics, and carrier contracts. The secure, web-based environment, known as iFOCUS, allows clients to scrutinize all facets of their logistics operations, so they can prioritize and streamline related activities.

Oklahoma State Regents for Higher Education – Improved access to data and metrics about student activities – specifically, reliable information on the progress of degree completion among higher education students – has enabled this agency to participate in a national education initiative. Using WebFOCUS, the agency has made dashboards and reports available via a public-facing web portal that delivers insight into the academic performance, demographics, and activities of every student who is enrolled in a public or private college or university throughout the state.

Palm Coast Data – The company wanted to distinguish its fulfillment services by deploying customer-facing dashboards that reveal statistics about calls, orders, shipping, inventory, and billing, so it created a customer-facing analytics portal and a series of reusable InfoApps™. Interactive reports and dashboards let customers analyze their marketing, sales, fulfillment, and support activities; provide automatic alerts that indicate significant milestones; and produce an audit trail that encourages further investigation.

Paycor – This leading provider of human resource and payroll services embedded InfoApps™ directly into its product suite. These InfoApps™ give clients a more comprehensive view of their HR operations by empowering them to tap into data in HR, payroll, and timekeeping systems to quickly answer questions about total compensation, labor distribution, general ledger issues, and employee overtime. By providing clients with powerful analytical capabilities not offered by other providers, Paycor has increased customer acquisition and retention and differentiated itself in its market.

Paycor’s WebFOCUS-based application.

Page 6: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications6Information Builders

Securities America – Used WebFOCUS to integrate investor profile, portfolio, and performance assets into a seamless BI environment with a simplified workflow, allowing financial advisors to rapidly access and visually explore client and portfolio information through customizable dashboards and reports. Dashboard 2.0 has improved recruiting efforts, decreased the cost of proprietary application development, accelerated time-to-market for new analytics solutions, improved the quality and visibility of data, and decreased financial risks through better data governance.

Travel and Transport – WebFOCUS is helping clients of the sixth-largest travel management company to better track their corporate travel spending. A comprehensive reporting environment called eTTekReview allows more than 800 travel managers to obtain optimal pricing on flights, hotels, and car rentals, and to identify patterns and trends in travel spending. Users can even benchmark their travel spending habits against other, similar companies. By giving customers the ability to better monitor and budget travel expenses – and save millions of dollars – Travel and Transport is improving service and satisfaction, and gaining a substantial competitive edge.

Travel and Transport’s customer-facing Vantage Point application.

Dashboard 2.0 from Securities America.

Page 7: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications7Information Builders

U.S. Bank – One of the largest commercial banks in the U.S. used WebFOCUS to create Scoreboard, an innovative software-as-a-service (SaaS) BI dashboard that allows business merchant customers to aggregate, visualize, and analyze customer transactions online, so they can track and manage their own spending. Trend analysis, peer reporting, and benchmarking is as simple as a mouse click. This value-added service reduced merchant attrition and support costs.

Workers Compensation Fund – WebFOCUS has empowered this Utah-based non-profit mutual insurance company to offer a higher level of service by providing customers with fast, intuitive access to hard-to-reach data sources. A customer-facing dashboard helps clients to better detect and prevent fraud in worker claims. They can assess and score claims to determine the likelihood of fraud, or even uncover troublesome trends such as doctors who distribute a suspicious number of prescriptions.

Page 8: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications8Information Builders

IntelligenceThe WebFOCUS BI and analytics platform delivers rich, consumable, interactive information to the widest range of users.

IntegrityThe iWay Data Quality Suite and Master Data Management Suite enable profiling, analysis, merging, managing, and cleansing of data from any source – structured or unstructured. Omni applications enable a single, complete strategic and operational view of key business services.

IntegrationThe iWay Integration Suite is the most flexible and agile integration foundation available, providing interoperability between disparate systems and data for faster time to market on IT and business initiatives.

Information Builders helps

organizations transform

data into business value.

Our solutions for business

intelligence (BI) and

analytics, integration,

and data integrity enable

smarter decision-making,

strengthen customer

relationships, and drive

growth. WebFOCUS, iWay,

and Omni products work

together to seamlessly cover

all your information needs.

Page 9: How to Improve Customer-Facing Applications With

Solutions Brief: Improve Customer-Facing Applications9Information Builders

Intelligence, integrity, and

integration solutions help

our customers seamlessly

navigate the full spectrum

of information management

for sharper insights and fact-

based decision-making.

To learn more about how intelligence, integrity, and integration can

ensure the customer experience, visit our online Customer Experience

Center at informationbuilders.com/solutions/customer_experience.

Intelligence

Integrity

Integration

Data Quality

Search

Reporting

Predictive Analytics

In-DocumentAnalytics

High-PerformanceData Store

Data Discovery

Write-Back

Real-Time ESBBatch ETL Hadoop-Based

Sentiment and Word Analytics

SocialHot

BadFeedback

Natural Language/Narrative BI

Data Governance

Location Analytics

Master DataManagement

BI Portal Embedded InfoApps™ Mobile

Casting and Archiving

Dashboards

PerformanceManagement

Legacy Systems Applications Relational/Cubes Big Data IoT Columnar/In Memory Unstructured Social Media Web Services Trading Partners

Page 10: How to Improve Customer-Facing Applications With

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Solutions Brief

Find Out MoreWe can help you succeed. Talk to your local Information Builders representative to learn how. Visit us at informationbuilders.com, e-mail [email protected], or call (800) 969-4636 in the U.S. and Canada. To improve your skills, visit education.ibi.com.

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