© 2013, Confidential, Pegasystems Inc.

© 2013, Confidential, Pegasystems Inc.


Exclusive Look at the

Future of Pega Mobility

Robert North, Managing Director Mobility Sales

Dan Zeck, CTO Mobility

Stephen Bixby, VP, User Experience & Mobility

3 3 © 2014, Confidential, Pegasystems Inc.

Doubling down on mobile

BETTER BUSINESS SOFTWARE®

4 4 © 2014, Confidential, Pegasystems Inc. 4

“With Antenna, Pegasystems adds a perennial leader in

the

Gartner Magic Quadrant for Mobile Application

Development

Platforms to its existing Magic Quadrant leadership in

BPM

and CRM to deliver better business software to any

channel.”

Why Pegasystems + Antenna? BPM (business process management) projects involve a significant

mobile component

Mobile projects involve a significant amount of business process

automation

Omni-channel (single process spanning multiple channels) is a critical

business requirement across many lines of business

Combining the leading BPM & Case

Management solution with the leading mobile

platform Model-driven development for faster time to market

App and device management across the enterprise

Real time predictive and adaptive analytics

for mobile available for the first time

Leadership for the Digital Enterprise


Leadership for the Digital Enterprise

#1 IN BPM #1 IN CASE MANAGEMENT

LEADER IN CRM

PEGA

PEGA PEGA

PEGA

PEGA

PEGA

LEADER IN Mobility And Now………..


…Antenna/Pega Serves Large Global Brands

Bring products to

market faster.

Sell and support

them more

profitably.

Deliver superior

customer

engagement.

http://www.google.com/imgres?imgurl=http://www.pitchengine.com/brands/xeroxcorporation/logos/nr_Xerox_Logo_2008Jan7.jpg&imgrefurl=http://www.pitchengine.com/xeroxcorporation/xerox-survey-finds-information-overload-a-hinder-to-electronic-health-records-/15485/&usg=__zZwE6Qlwd33JymssFb379BwFiJo=&h=2617&w=6042&sz=821&hl=en&start=1&itbs=1&tbnid=ACxYdQwmklzHIM:&tbnh=65&tbnw=150&prev=/images?q=xerox+logo&hl=en&gbv=2&tbs=isch:1


…Assisted by World Class Partners

Bring vertical

expertise to

projects.

Extend our

footprint to other

markets.

Provide

customers with

delivery options.

http://www.consafelogistics.nl/


Pega Partner Eco-System

PLATINUM GOLD SILVER BRONZE


Partner Enablement

Objectives Provide guidance and insight into the construction of the

project team to assure the right skills are available

Provide the necessary product and process knowledge

Provide the development team with tools and techniques that will guide them in defining, designing and delivering mobile solutions on the Antenna platform

Provide developers access to Antenna resources.

Programs Project Support

– Project Team Mobilization

Operational Design

– Integrated Delivery i.e. who sells, who hosts, who supports?

– Operations and Support integrated SLA’s, processes, monitoring, etc.

– Factory integration

Training and Environments

– On-line Self-Paced Training

– Environments – demos environments and scripts.

[email protected]

For Enablement Information:

mailto:[email protected]


For The Enterprise… There’s an App for That

Field Sales

Time Entry

Field Service

Distribution & Logistics

Resource Management

Expense Management

Delivery and Routing

http://www.google.com/imgres?imgurl=http://www.pitchengine.com/brands/xeroxcorporation/logos/nr_Xerox_Logo_2008Jan7.jpg&imgrefurl=http://www.pitchengine.com/xeroxcorporation/xerox-survey-finds-information-overload-a-hinder-to-electronic-health-records-/15485/&usg=__zZwE6Qlwd33JymssFb379BwFiJo=&h=2617&w=6042&sz=821&hl=en&start=1&itbs=1&tbnid=ACxYdQwmklzHIM:&tbnh=65&tbnw=150&prev=/images?q=xerox+logo&hl=en&gbv=2&tbs=isch:1

http://singhose.marc.gatech.edu/courses/me2110/Misc/GE_Logo.gif


Mobile Parts Catalog: • Native tablet application integrated with web services

• Eaton revolutionized entire sales process using an

iPad app called PowerSource

• Search, spec and sell over 200K hydraulic products

• 1500+ pieces of product literature

• On demand content updates done weekly for latest

info

• 3-D models for 360°view of parts Results • 10% Reduction in traditional customer service calls

• 10-15% Reduction in print material cost (going green)

• Real time data access and OTA updates of application

on a weekly basis, drastically improving the quality of

data used by distributors in the sales cycle


Mobile eTicketing App:

• Native iPhone app with IBM Maximo and proprietary

system integrations

• Used by Amtrak conductors on the trains

• Ticket scanning replaced manual ticket collection

process

• Real time passenger list available for first time

• Data store & forward for full operation in/out of cellular

coverage

• Service tickets can be opened for maintenance issues

“All information is run through Antenna's software platform,

meaning the back-end system is not required to 'know' or deal

with all statuses continuously.” - Dee Waddell, Group Information

Officer, Amtrak

Results • Fewer claims for lost tickets

• Fewer service center calls

• Better passenger visibility

• Improved reporting/BI

• More satisfied workers

• Improved revenue recognition


Field Sales App:

• Native tablet application with Siebel integration

• Novo Nordisk mobilized its sales operations for

Europe, China and International organizations

• Global healthcare organization with 32,000

employees in 75 countries, field sales iSELAS

app

• iSELAS is a state of the art mobile field sales

CRM application based on the iPad

“I have worked for a while now with iSELAS and I think it is

awesome. It saves me hours of work and makes my time in

waiting rooms, etc. useful. I prepare myself better and have far

more insight into my clients. Super, super, super, so, thank

you.”

Results • Improved data quality

• Process standardization

• Reduced hardware costs

• More effective meetings

• Improved diary and territory management


Preliminary Disaster Assessment (PDA)

Application

• Native Android tablet applications with proprietary system

integration

• Critical part of the disaster declaration process.

• Results determine if states require federal assistance in

helping citizens recover from disasters.

• Collect assessment detail, image and location data,

collaborate with State officials

• Damage data sent wirelessly to FEMA HQ for tracking,

assessment and consolidation and then coordinated with

the White House, Congress and States, who issue a

response

• Built by AT&T; Powered by Antenna, Hosted on FEMA

servers

Results • Faster data collection and higher quality data with fewer

errors

• Significant reduction in paper used for process and

streamlined process for tracking claims

• More efficient inspectors in the field

• Faster state concurrence yields

• Secure data with authentication against FEMA LDAP

servers

• Store & Forward capabilities for guaranteed transaction

delivery for all data


Pega Mobility

• Consistent experience across channels

• Enterprise integration to systems of record

• Business services provide process and analytics

Delivers a seamless experience

• Model-driven development

• Reuse apps, code, components and mobile services

• Frameworks for vertical expertise, quick-start apps

That gets to market quickly

• Mobile messaging provides offline functionality

• Managed control for apps, users, devices

• Open APIs and SDKs

Built on a complete mobile platform


Pega’s Mobile Priorities

Pega Mobility delivers mobile applications that help organizations engage

customers, simplify operations and make change a strategic advantage

Organizations Require Common Mobile Capabilities

Embed

customer service

experience into

existing mobile

apps

Build, run & manage

mobile workforce

apps unified with core

business processes

and systems

Integrate

custom mobile apps

into backend services

and processes


The current spectrum of mobile options

Standard or responsive web app

Platform-

specific native

app Native wrapper app with HTML5 web views

The current spectrum of mobile options

HTML5

‘Hybrid’

Native code


Building an app with Pega Mobility


Deploy any Pega application

as a mobile app


Deliver model-driven apps via mobile web


Build, run and manage model-driven apps


Pega Field Service framework (Silverado) Secure Login

Enterprise authentication & authorization

Assignment list Sortable, searchable

Work item detail Disposition, accept/reject Account, contact detail Turn-by-turn directions

Solution entry

Image Capture

Parts management Search, enter, list, edit Barcode scanning

Time & expense entry Expense management, time card review

Customer review & satisfaction survey

Signature capture Employee and customer


Build, run and manage custom mobile

apps using advanced development tools

that integrate with backend services,

inclucing Pega 7


Build, run and manage mobile workforce

“Aside from the tangible cost savings and

productivity improvements, we know this

app is successful because our customers

tell us they’re more satisfied.”

- Matt Weger, Asst. VP, Application Development

Repair & Replace For Mobile Field Techs

• Mobile Resource Manager app initiated by Safelite for

automation and workflow process improvement

• First released on BlackBerry in 2009, now updated to

Samsung Galaxy Note II in 2013

• Event-driven, dynamically updated workflow for field

techs

• Daily work order list and map view to each location,

editable

• Digital pre-inspection of damage supported by photos

• Safe, secure PCI compliant payment processing

Results

• New paperless environment save $240k annually

• Reduced administrative costs through faster work order processing, real-time information flow

• Reduced customer calls and reschedules ~30%

• Fuel savings alone exceed $750k per year from intelligent routing

• Customers are happier and more satisfied


“Our resources are doing development on the cloud at

Antenna. That gave us the ability to jump start

everything. We knew this was the right strategy to

transform to a real-time, event driven value chain.” - David South, Senior Manager, Process and Mobility, Coca-Cola

Refreshments

Mobile Merchandising App: • Hybrid application with SAP and Kronos backend integration

• Merchandiser application with dispatch filter, GPS/Location

dashboard, route and survey question management

• Tracking drivers’ routes, addressing inefficient route handling

• Real-time visibility to field activities

• Eliminates paper-based process for dispatch

• Automated all of their mileage reimbursement with AMP’s GPS

service

Results • Reduced trips to sales center

• Completely eliminated $2.5M in toll charges

• $2.25M reduction in fuel expenses

• $5M reduction in mileage reimbursement

Integrate custom apps with backend services


Embed Pega applications into

existing mobile apps


Embed into existing consumer mobile apps


Pega 7 omni-channel customer engagement

POLICIES

PROCEDURES

CASES

USER INTERFACE

ADAPTERS

NATIVE

SDK

HYBRID

CLIENT

STUDIO

SERVICES

ENGINE

MANAGER

DESIGNER

STUDIO

In Cloud and On Premises

Web

Chat

Email

Apps

Predictive

Analytics

Push / SMS

Social

Connected Devices

Call Centers / IVR

TEST

TOOL

ENTERPRISE

CONNECT

28


Built on a complete mobile platform

Platform Services

Mobile SDK

Hybrid Client

Data (Integration) Services

Authentication Services

Enterprise Mobile Management

Offline Data Synchronization

Store & Forward Messaging

Mobile Services

Push Notification

Enterprise App Store

Cloud App Build

Geolocation

Business Services

Case Management

Process

Business Rules

Predictive Analytics

Customer Service


How Pega delivers Mobility – TODAY

Embed a seamless customer service experience into existing mobile apps

• Pega 6.3 and Pega 7 for developing BPM and CRM apps.

• Add Pega Mobile Mashup SDK to embed into existing mobile applications

Build, run and manage mobile workforce apps unified with core business processes and systems

• For clients licensing Pega 7 who want device-side capabilities (customizations, management, notifications, offline) add Pega Mobile Client, Pega Mobile Offline (add-on to Mobile Client) and Pega Mobile Manager (optional for enterprise mobile management)

• For clients not licensing PRPC, license Pega AMP for developer productivity, reusable services, enterprise mobile management and integration to back end systems

Integrate custom mobile apps into backend services and processes

• Pega AMP with optional purpose-based Pega 7 Business Services


Pega Mobility Product Set

Pega Mobile Client

formerly “Pega Mobile”

Push Notifications

Mobile (hybrid) Client with cloud-

based customization service

Pega-Mobile Ruleset

Pega Mobile Manager

Enterprise Mobile Management

Pega Mobile Mashup SDK

iOS / Android Development Kit

Pega-Mobile Ruleset

Pega AMP

formerly “AMPchroma”

AMP SDK

AMP Hybrid Client

AMP Mobile Manager

AMP Services Engine

AMP Enterprise Connect (bridge to Pega 7, purpose-based license for

integration)

Pega 7 Business Services (purpose-based license for process, analytics,

etc.)


Pega Mobility Architecture

Pega Mobile Offline Pega AMP Manager

Pega 7 Business Services


Pega Mobility (MODEL)

3

3

AMP Manager

AMP Build Server

Push Service

EMM

SOR

SOR

Pega 7

APNS/GCM

UI

Data

Auth

Case M

gm

t/Pro

cess

Build Request

Push Notification

iOS

Native SDK

Hybrid Client

UI

Android

Pre

dic

tive A

naly

tics

Inte

gra

tion S

erv

ices

Pega 7

Pega AMP


Pega Mobility (CUSTOM)

BB10

WP8

iOS

Android

AMP Manager AMP Build

Server

Native SDK

Hybrid Client

AMP Studio

SOR

Inte

gra

tion

(Da

ta) S

erv

ice

Au

the

ntic

atio

n S

erv

ice

Me

ssa

gin

g

APNS/GCM

UI

Pu

sh

Notific

atio

n

AMP Services Engine

Ge

olo

ca

tion S

erv

ice

EM

M Pega 7

Data Integration

Case Management

Business Process

SOR

Enterprise Connect

Data Adapters SOR

Pega 7

Pega AMP

Push Notification


Pega AMP (CUSTOM)

3

5

3

5

BB10

WP8

iOS

Android

AMP Manager AMP Build

Server

Native SDK

Hybrid Client

AMP Studio

SOR

Inte

gra

tion

(Da

ta) S

erv

ice

Au

the

ntic

atio

n S

erv

ice

Me

ssa

gin

g

APNS/GCM

UI

Pu

sh

Notific

atio

n

AMP Services Engine

Ge

olo

ca

tion S

erv

ice

EM

M

Pega 7

Integration Services

(Enterprise Gateway)

SOR

SOR

UI

Data

Auth

Case Mgmt/Process

Predictive Analytics

Pega 7

Pega AMP

Push Notification


BB10

WP8

Pega Mobility platform – unified 2H2015

iOS

Android

AMP Manager

Pega Mobile

Cloud

SOR

SOR

Windows 8

Au

the

ntic

atio

n S

erv

ice

s

Inte

gra

tion

(Da

ta) S

erv

ice

s

Mo

bile

Se

rvic

es

Bu

sin

ess S

erv

ice

s

UI S

erv

ice

s

Me

ssa

gin

g S

erv

ice

s

App Build Server Test Cloud Cloud Based Mobile Services

Pega 7

Native SDK

Hybrid Client

AMP Studio

UI

APNS/GCM Push Notification


Several Ways to Build a Mobile App

MASHUP Embed Pega applications into existing mobile apps

CUSTOM Build custom mobile apps that integrate with Pega

backend services & applications using development

tools

MODEL Deploy any Pega application as a mobile app




Build from Pega 7 (video)


iOS Xcode


Pega Mobility @


Pega Instant Feedback (available in iTunes)

• Tuesday @ 2:45 – “Going Mobile” breakout

• Real time feedback

• Participate in polls

• Integrated with PRPC to visualize results

• Powered by the Pega Cloud™


Pega Pursuit (available in iTunes)

• A fun, casual scavenger hunt that

illustrates powerful mobile concepts

• Mobile Mashup

• Native UI driven by Pega 7 backend

• Authorization and registration integrated

with Pega 7

• iBeacon Bluetooth integration

• Powered by the Pega Cloud™


Pega 7 Test Drive

Self-service kiosks with a hands-on Pega 7

experience

Build for Change™ moments centered around

Dynamic Case Management guided through easy-

to-follow scripts

Great mobile experience

No Pega training needed

Powered by the Pega Cloud™


“U+ Insurance”

Mobile web Managed hybrid Native with mashup


“Best Insured”

• Custom app (Pega AMP)

• Leverages Pega 7 Back-end

business services

• Native device integration via

AMP Hybrid Client

• Full offline support


Responsive UI


Mobility Sessions at PegaWORLD

Sun 3:30-5pm How to Create Great User Experiences in Today’s

Multi-Device World Shaun Wortis,

Bob Taylor, Baruch Sachs

Mon 10:15am Keynote: Engage, Simplify, and Change: The Power of Pega Kerim Akgonul

Mon 11:30am Breakout: Xerox Gregg Bullen, Xerox

Tues 2:45pm Breakout: Going Mobile w/ Pega Mobility Joseph June

Stephanie Louis

Tues 11:30am Breakout: Safelite Matt Weger, Safelite

Mon & Tues 12:30 - 6:30pm

12:30 - 5:00pm Pega Mobility Booths: 1 village w/ 3 booths

Demos: Pega AMP, Pega Mobile, Silverado


Map of Tech Pavilion


QUESTIONS & ANSWERS

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