Summit 2016: Customer Spotlight

Non-Technical Summit Tech Level non-technical | BeginnerSummit Tech Level Beginner | Intermediate Summit Tech Level Intermediate | Advanced Summit Tech Level Advanced

A Full View: Student Health Dashboards

Andy Marks, Mid-America Christian University
Tech Level: Summit Tech Level Beginner
Thursday 2:45PM - 3:45PM
Come to this session to learn how the Mid-America Christian University (MACU) Administrative Systems team created analytic applications to give departments one-stop-shop views into a student's complete education career. A strong reuse methodology and security structure allowed for quick development and fast deployment. See how four complete dashboard/applications were created in less than five months.

A Tough Mudder's Approach to BI Transformation

Jamie McDougall, Gore Mutual Insurance Company
Tech Level: Summit Tech Level non-technical
Thursday 9:45AM - 10:45AM
Much like overcoming the obstacles and challenges of a Tough Mudder course, when your BI efforts are focused on completing one challenge at a time, and you ensure teamwork and camaraderie in the process, your team will be celebrating at the finish line together. In this session, you'll hear a sponsoring executive share lessons learned from the triumphs and challenges of a successful BI system transformation, and maybe even a bit about competing in three Tough Mudders, with two more on the docket for 2016.

Accelerating MDM Delivery: Tactics for Building Your MDM Solution Faster

Sergio Carbone, SC Carbone, Inc.
Tech Level: Summit Tech Level non-technical
Wednesday 11:00AM - 12:00PM
Most companies don't get the technology they need in time to take leadership in the marketplace. Constructing an enterprise master data management (MDM) solution is intimidating, and its implementation seemingly insurmountable. Technology teams will often hesitate starting these projects, or will expand them beyond what is allowed by the company. As a result, companies stand on the edge of the challenge or never deliver the result. MDM implementations empower information and allow companies to implement the systems needed for market leadership. Join this session to learn proven tactics for delivering MDM at your company in time to be market relevant.

Analytics Alpinism: An Expedition to the Summit of Insight

Doug Pontious, Amerisure Mutual Insurance Co
Tech Level: Summit Tech Level non-technical
Thursday 8:30AM - 9:30AM
Establishing a successful analytics enterprise is typically less daunting when following an established trail. As an experienced guide, the Amerisure BI and Analytics team will highlight many of the critical challenges, and key successes, associated with implementing a self-service analytics vision on the rapidly advancing WebFOCUS platform. Discussion topics will include data access and visualization, mobile enablement, data quality and governance, and enhancing a true data-driven culture.

Application Modernization: How a Grocery Supplier Is Using Better Analytics to Track Core Metrics

Rola Tokatli, Associated Grocers of New England
Gerry Muska, Information Builders
Tech Level: Summit Tech Level non-technical
Monday 3:15PM - 4:15PM
The AGNE Executive Dashboard was created by the Associated Grocers of New England to see how sales, profit margin, and service levels are doing on a daily, weekly, monthly, and yearly basis. Each day, the dashboard captures prior day sales and shipping activity. The design of the dashboard page is to compare budget sales and prior year sales against current year sales activity. Take a closer look in this session.

Automation With iWay: Auto Detach E-mail Attachments and Route to OCR, ERP, and Workflows

Amir Billones, Overseas Express Consolidators(Canada) Inc
Tech Level: Summit Tech Level Beginner | Prerequisite: iWay basics.
Thursday 8:30AM - 9:30AM
With the flexibility of iWay, you can analyze, route, scan, and automate workflows and processes from inbound e-mail messages and attachments. When combined with an OCR software, an SQL database, and a document/workflow management software you're able to auto recognize content, generate metadata, trigger workflows, and push documents. Learn how in this session.

BI Enables Corporate Strategy at Queensway Carleton Hospital

Laure Pitfield, Queensway Carleton Hospital
Michael Cohen, Queensway Carleton Hospital
Tech Level: Summit Tech Level non-technical
Wednesday 9:45AM - 10:45AM
In response to rapid growth, Queensway Carleton Hospital (QCH) recently implemented a cultural shift towards adopting Lean business practices. In this session, QCH will present how it uses BI to enable hospital strategic goals and quality improvement initiatives, keeping the focus on change management behaviors that must occur for BI to be successful.

BI Portal Tips and Tricks When Migrating and Developing Actionable Portals

Warren Wright, Fidelity Investments
Tech Level: Summit Tech Level Beginner | Prerequisite: Intermediate knowledge of BI Portal, dashboards, and JavaScript.
Wednesday 8:30AM - 9:30AM
An 8.0.0.7 to 8.1.0.4 migration was identified as an ideal way to take advantage of some of new features for developing enhanced dashboards and reports. The migration posed some challenges and complexities that had to be worked through, but the introduction of visuals into reporting has led to greater adoption and excitement with management and users. During this presentation, attendees will learn about some of those complexities and the workarounds that were found. In addition, some tips and techniques that were identified during the migration will be shared.

Case Study: Building a Responsive Framework Platform for BI

Michele Mazzola, MasterCard Technologies, LLC
Gurpreet Atwal, Mastercard
Jeffrey Rustandi, Information Builders
Tech Level: Summit Tech Level Intermediate
Tuesday 2:45PM - 3:45PM
MasterCard set out to create a best-in-class analytics and self-service platform for its top banking clients. The firm accomplished this goal by leveraging WebFOCUS 8 and Information Builders' Responsive Framework Design. This platform gives MasterCard customers the ability to see their business at-a-glance and make key decisions quickly. This customer-facing application is easy to use and provides self-service analytics using InfoDiscovery and InfoAssist. Additionally, there are Smart tile KPI's that users can fully customize, as well as document downloads and standard dashboards using a full variety of visualizations, all developed using App Studio. Join this session to see how this application was developed and implemented in just two months.

DealerTrack Technologies: Creating a Customer-Facing BI Dashboard Leveraging Responsive Design

Jared Hanson, DealerTrack
Chris Lacy, DealerTrack
Tech Level: Summit Tech Level non-technical
Tuesday 1:30PM - 2:30PM
Learn how Dealertrack DMS upgraded to WebFOCUS 8, and with the help of Information Builders' Professional Services, transformed a static list of reports into a single interactive, visual dashboard by using HTML pages, drill-downs, graphs, and more. The RDF dashboards deliver NADA-specific key performance indicators (KPIs) that auto dealerships use to manage their operations.

Empowering Self-Service BI: A Case Study from Fordham University

Robert McNab, Fordham University
Tech Level: Summit Tech Level Beginner
Monday 4:30PM - 5:30PM
At Summit 2014, Fordham reps presented a case study describing the university's recent effort to enable users' self-service capabilities via guided ad hoc reports redeployed in a new WebFOCUS 8 environment. In this session, you'll learn about the subsequent effort to facilitate self-service using InfoAssist and Cubes, as well as what's coming next.

Getting Started With Information Builders at State Employees' Credit Union

Douglas Shartzer, State Employees Credit Union
Tech Level: Summit Tech Level Beginner | Prerequisite: General knowledge of WebFOCUS server administration and reporting tools.
Tuesday 1:30PM - 2:30PM
In this session, Credit Union reps will discuss a few examples of reporting applications it developed using Information Builders' tools, such as web portals and power user reporting with InfoAssist. The discussion will be framed in the context of the Credit Union's growth, from initial implementation to production applications. Reps will also discuss some of the key implementation decisions that were helpful in scaling out the Credit Union's use of Information Builders' product set.

How to Develop and Use a Tag Cloud to Analyze Free-Form Data

Tim Hopper, OFS Brands
Tech Level: Summit Tech Level Beginner
Wednesday 2:45PM - 3:45PM
This session will walk through both why and how OFS Brands developed a tag cloud to analyze free-form text data in its warranty system. The session begins with a business use case and finishes with the technical steps it took to develop the warranty tag cloud.

IBI Group Creates Integrated, Meaningful Information From 10 Disparate Data Sources

Elias Fernandez, IBI Group
Tech Level: Summit Tech Level non-technical
Wednesday 4:00PM - 5:00PM
Before deploying its WebFOCUS-based business intelligence (BI) solution, IBI Group had difficulty achieving a cohesive view of the entire company or obtaining consolidated information. The BI solution helped to unite data from 10 different information systems and established an enterprise-wide view of company activities, unifying currencies, fiscal calendars, time zones, and business practices

Implementing Healthcare Analytics Based on Effective Partnering, Stakeholder Engagement, and Development Pathways

Dan Foltz, St Luke's University Health Network
Amanda Mazza, St Luke?s University Health Network
Tech Level: Summit Tech Level Intermediate
Tuesday 4:00PM - 5:00PM
In 2015, St. Luke's initiated a business-driven program to advance the use of data and analytics across the enterprise. This presentation will cover the organization's approach to partnering, stakeholder engagement, and parallel development pathways (data governance, EDW implementation, and BI development) as keys to accelerating value creation. Attend to hear how this approach enabled St. Luke's to integrate multiple siloed data sources into an EDW, build more than 20 information applications, and roll them out to over 600 users in less than a year.

Improving Theater Attendance and Performance With WebFOCUS Location Analytics

Joey Baloun, RealD, Inc
Dan Carotenuto, Information Builders
Tech Level: Summit Tech Level non-technical
Wednesday 4:00PM - 5:00PM
This session discusses how RealD's "Theater Optimization Program" leverages WebFOCUS geospatial capabilities, demographic data integration, and integration with the latest Esri technologies to help exhibitors improve 3D viewership and increase box office numbers.

InfoAssist: How to Empower Every User With Analytical Capabilities

Sandy McClesky, Black Knight Financial Technology Solutions, LLC
Vicky Lozovsky, Information Builders
Tech Level: Summit Tech Level non-technical | Prerequisite: General knowledge about WebFOCUS.
Tuesday 4:00PM - 5:00PM
Learn how to empower all levels of InfoAssist users to create their own version of a report. Discover the power of the InfoMini and Active Technology dashboard formats that empower your users and take some of the workload off of your developers. In this session you will also learn key features to help you deliver the most comprehensive reporting and analytics solutions using WebFOCUS InfoAssist+.

Integrating the HTML Canvas and WebFOCUS Maintain

Barry Solomon, Avamere Health Services LLC
Maryann Federico, Information Builders
Tech Level: Summit Tech Level Advanced
Wednesday 8:30AM - 9:30AM
This session will show developers how to integrate the HTML Canvas and WebFOCUS Maintain so that the two applications are seamless at run time for end users. The discussion will cover how to call a Maintain program and have it render in an HTML Composer iFrame, using a drill-down in a report within the HTML Canvas page, using a JavaScript function to pass a value from the report to a Maintain program, editing/inserting into a table using maintain and having the inserts/edit control the values in an HTML Composer application, demonstrating the ability to chain controls in Maintain, and passing data back and forth between Maintain and the HTML Composer.

iWay Customer Meetup

Dennis McLaughlin, Information Builders
Inessa Gerber, Information Builders
Louis Deturris, Information Builders
Tech Level: Summit Tech Level non-technical
Tuesday 4:00PM - 5:00PM
Join other iWay users and our iWay experts for a great networking session. We'll highlight iWay customer successes and discuss the products and your solutions with others. We value your feedback on the conference sessions and labs, and finding out how this knowledge is applied within your organization, so join us for this unique opportunity.

Kansas Higher Ed Reporting System: Protecting Privacy in Public Reporting

Judd McCormack, Kansas Board of Regents
Cynthia Farrier, Kansas Board of Regents
Tech Level: Summit Tech Level Intermediate
Tuesday 2:45PM - 3:45PM
This session will highlight actionable best practices for publishing dashboard reports while protecting personally identifiable information (PII), compliant with the Family Educational Rights and Privacy Act (FERPA). Using published recommendations from the National Center for Education Statistics (NCES), the Kansas Board of Regents deploys various techniques, including a tailored and dynamic approach for the masking of small cells. Presenters will discuss database architecture, parameter validation, and statistical disclosure control, and will demonstrate multiple levels of protection in both drill-down and tabular reports.

Leveraging the Power of InfoAssist+ So the Data Can Tell a Story

Nick Larmore, Ace Hardware
Tim Brynda, Ace Hardware Corporation
Tech Level: Summit Tech Level non-technical
Monday 2:00PM - 3:00PM
Cultural shifts occur when you improve the information-gathering approach of end users and business executives from a guided parameter report to a visualization dashboard. There is an underlying question before a user starts a guided parameter-driven report. Wouldn't it be a better experience if the question was answered as soon they logged in with no clicks? Join this session to learn about one of Ace Hardware's reporting application transformations. Challenges with getting started, managing scope, user expectations, and technology challenges will be discussed.

Leveraging WebFOCUS 8 to Create a SaaS Analytics Portal for the Logistics Industry

David Weinar, Ozburn-Hessey Logistics, LLC
Tech Level: Summit Tech Level Intermediate
Thursday 9:45AM - 10:45AM
OHL, a logistics company, set out to create a best-in-class Customer Visibility Portal in 2014. It leveraged WebFOCUS 8 as the centerpiece of the portal, where customers could monitor more than 60 key performance indicators on a WebFOCUS 8 dashboard. The portal's initial release was free to OHL customers and was a resounding success. As a result, several customers asked OHL to extend the portal to do things such as track shipments that OHL wasn't managing, and to measure the performance of other carriers. That led OHL to create a completely new subscription-based product from the Portal, which extended WebFOCUS 8 to do things the company never originally imagined. In this session, you'll find out what that includes.

Meeting Customers' BI Demands in the Plex Manufacturing Cloud

Matt Young, Plex Systems
Vicky Lozovsky, Information Builders
Tech Level: Summit Tech Level non-technical
Wednesday 1:30PM - 2:30PM
In the Plex Manufacturing Cloud, customers have a variety of technical capabilities and expectations for BI. They demand a fast, intuitive analytical experience, and also expect the flexibility to develop their own content or pick from expertly designed applications. Attend this session to see how Information Builders is helping Plex Systems evolve its analytic strategy using InfoAssist through WebFOCUS. You will also learn key features to help you deliver the most comprehensive reporting and analytics solutions using WebFOCUS InfoAssist+.

Moving Users From Guided Parameter-Driven Reports to Dashboards

Prakash Thumboli, Nationwide Insurance
Tech Level: Summit Tech Level Advanced
Thursday 11:00AM - 12:00PM
There is an underlying question before a user starts a guided parameter-driven report. Wouldn't it be a better experience if the question was answered as soon as they log in, without having to click? Join this session to learn about one of Nationwide Insurance's reporting application transformations. You'll hear about getting started, managing scope, managing user expectations, and technology challenges.

Performance Portals: Delivering BI That Drives Decision-Making

Tim Johnson, Allegis Group
Adam Miller, Allegis Group
Tech Level: Summit Tech Level non-technical
Tuesday 2:45PM - 3:45PM
Allegis Global Solutions (AGS) set out on a mission in 2015 to develop a data warehouse and series of performance portals that would enable its customers and program leaders to answer three key business questions: How is my program performing? How is my program performing compared to other programs? What should the program do next? AGS leveraged WebFOCUS to deliver its first portal: Program Performance, and after only six months of development and testing, the company is set to launch its first product to 40 programs.

Physicians Practice Dashboards: How We Have Evolved

Keith Tice, University of Alabama Health Services Foundation
Robbin Long, University of Alabama Health Services Foundation
Tech Level: Summit Tech Level Intermediate | Prerequisite: Familiarity with FOCUS and WebFOCUS GUI development tools.
Wednesday 1:30PM - 2:30PM
The sessions offers a discussion of the organizations evolution from more detailed reporting to more dashboard analytics within its Physician Practice organization. From revenue and physician productivity to patient access and revenue cycle management dashboards, company reps will discuss the various techniques - both documented and undocumented - used in the WebFOCUS development tools.

QuikMetrix: Configure, Don't Build Your Next WebFOCUS 8 Portal

Andrew Ivankovits, St Luke's University Health Network
Roger Panfil, RDC Business Solutions
Tech Level: Summit Tech Level non-technical
Thursday 11:00AM - 12:00PM
In this joint presentation from St. Luke's and RDC, you'll learn about a truly configurable template that delivers a fully functional WebFOCUS 8 Portal to display and chart metrics, measures, and key performance indicators (KPIs) in a matter of weeks, without requiring any application development. The presentation will be accompanied by a live demo showing how 10 scorecards and nearly 700 metrics were delivered with WebFOCUS and the QuikMetrix template in only 10 weeks.

Sales Dashboard and Mobile BI for Food Distribution

Joe Beydoun, Lipari Foods LLC
Tech Level: Summit Tech Level non-technical
Monday 4:30PM - 5:30PM
This presentation will walk through a sales dashboard project, from team building and resource gathering to data mart building and visual design. The dashboard brings together many performance metrics to help managers monitor sales in different divisions and meet expected goals. The information also extends to mobile sales users in the field, who are able to track their individual sales targets and customize performance data based on their customers.

Self-Service Analytics in WebFOCUS 8 for the City of Houston

ken porter, City of Houston
Tech Level: Summit Tech Level Intermediate
Thursday 1:30PM - 2:30PM
In the City of Houston citizens as well as City executives, staff, and managers expect more than paper reports. They need reports with spatial information. Public sector users need to know what is occurring around them. Reports that show conditions and result of efforts to improve the quality of life within the city. Attend this session to learn how the self-service analytics capabilities in WebFOCUS 8 have met the City's data management needs.

Simple and Effective Data Analysis for Labor Negotiations

Marco Morejon, County of Los Angeles - Chief Executive Office
Tech Level: Summit Tech Level Beginner
Monday 2:00PM - 3:00PM
This session discusses how Los Angeles County's Chief Executive Office has deployed a Management Information System with WebFOCUS reporting. The system enables real-time analysis for managing and facilitating labor negotiations, which impacts approximately $10 billion in annual budget for County staff compensation and benefits.

Top-Ranked Standardized and Parameter-Driven Reports That Every Advancement Office Needs

Andrea Simmons, Connecticut College
Laurie Gardner, Connecticut College
Tech Level: Summit Tech Level Beginner | Prerequisite: Users should have experience in Advancement in Higher Ed.
Monday 2:00PM - 3:00PM
This session will cover a few of the must-have reports in the areas of Major Gifts, Annual Fund, Donor Relations, Research, and Alumni Relations. From high-level fundraising metrics to integrity reports, attendees will walk away with valuable tips and reporting samples to create standardized reports everyone should have in the Advancement office.

Using Business Views to Enable Consistent Reporting by Business Report Writers

Steve Pierce, Siemens GS IT
Tech Level: Summit Tech Level Intermediate | Prerequisite: Basic knowledge of creating synonyms in App Studio.
Wednesday 11:00AM - 12:00PM
Business Views allow business users to write reports without knowledge of the tables being accessed. They enforce the usage of consistent terminology, data groupings, and calculations, so all reports produced will provide consistent results. This session will include using variables and filters to schedule reports without the need for prompts.

Using WebFOCUS to Develop and Implement a BI Portal at a Community College

Ritu Sharma, Delaware County Community College
Tech Level: Summit Tech Level Beginner
Monday 3:15PM - 4:15PM
Using WebFOCUS, Delaware County Community College has implemented a business intelligence portal with key performance indicators (KPIs) and more than 30 Active Technology reports using live, stored operational and historic data. This portal has been well received and is widely used by college faculty and academic departments. The portal was recently extended to support a college budget overview with access to live and historical budget summaries. This session will demonstrate the use of the BI portal and explain the college's process for storing operational and historic data from the Banner ERP system into WebFOCUS. Attendees will also see how the college combines live, stored operational and historic data to create on-demand reports for users.

Web Analytics: It's a 'Clicky' Situation

Joel Elscott, Principal Financial Group
Tech Level: Summit Tech Level Beginner
Wednesday 9:45AM - 10:45AM
Who's clicking that button? Find out in this session, as the Principal Financial Group presents its latest dashboard: Participant Web Metrics. Discover how Principal transforms unstructured big data into a stunning visual and interactive experience to analyze web metrics of Principal's 401k landing page. Hadoop, HTML Canvas, Portal Designer, App Studio, and JavaScript are just a few of the tools and techniques explored in this demonstration.

WebFOCUS 8 Advanced Dashboard Features

Beth Wavrek, Utah Transit Authority
JoSezettea Keeton, Information Builders
Tech Level: Summit Tech Level Advanced | Prerequisite: WebFOCUS App Studio 8.
Monday 3:15PM - 4:15PM
Utah Transit Authority (UTA) created a WebFOCUS 8 dashboard that provides very flexible search and reporting options for a variety of business users to quickly and easily analyze high volumes of transit data on demand. This session demonstrates the use of jQuery, Active Technology reports, and other dashboard features.

WebFOCUS 8 Implementation at Fred Hutchinson Cancer Research Center

Stephanie Dennon, Fred Hutchinson Cancer Research Center
Tech Level: Summit Tech Level non-technical
Wednesday 2:45PM - 3:45PM
Just over a year ago, The Hutch Analysis and Reporting Portal (HARP) application was introduced to replace Crystal Reports as the financial reporting interface for more than 300 users at Fred Hutchinson Cancer Research Center. In this session, the company will review 2015 to see improvements, how implementation goals were identified and met, and what lies ahead for the application. Attend to hear tips, techniques, and insights gained during a year of transitioning from an aging legacy system to WebFOCUS 8.

WebFOCUS for the Beginning Developer

Christina Livingston, Insperity Services LP
Tech Level: Summit Tech Level Beginner
Wednesday 2:45PM - 3:45PM
This session will take a straightforward approach to highlighting tips and tricks for the beginning report developer. You will learn elements that have taken our work from basic to intricate reporting in a short period of time, while maintaining consistent coding standards. In addition, attendees will know how and where to find information when everything you've seen just isn't enough.

WebFOCUS SQL Translation Process

Bob Zinn, UNC At Greensboro
Tech Level: Summit Tech Level Beginner | Prerequisite: Some knowledge of WebFOCUS.
Tuesday 1:30PM - 2:30PM
WebFOCUS reporting commands of JOIN, DEFINE, TABLE, etc. are translated into native SQL for data retrieval when executed against relational databases. This presentation will discuss the WebFOCUS-to-SQL translation process, with an emphasis on identifying WebFOCUS retrieval components and explaining corresponding SQL retrieval keywords.