MSTRWorld2012 T1Mobile S5 Adding Transaction Services to Mobile Apps

•CONFIDENTIAL

• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.1

Building Transactions into your Apps

• Presented by: Craig Mueller • Date: Wednesday, January 24, 2012•

•CONFIDENTIAL


Introduction to MicroStrategy Transaction Services

Mobile Transactions

Transaction Implementation

Transaction Application Examples

Summary

Q & A

Agenda

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MicroStrategy Transaction Services

A new product offered in MicroStrategy 9.2.1 (June 2011)

Enables interaction with the data stored in your existing transactional systems or Operational Databases• You can act on business information anytime, anywhere by approving requests,

submitting orders, changing plans, and capturing instant feedback.

You can embed transactional capabilities in:• Mobile devices, such as iPad, iPhone, Android Tablets, Android Phones

(Android support with 9.2.1a)• Dashboards accessible through a Web browser

You interact with data through a variety of touch-based controls such as sliders, wheels, and switches, or you type information directly into the text area.

You submit your transaction to the backend data source by tapping or clicking the appropriate button.

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Transactional Solutions

DesktopIntelligence

WebIntelligence

MobileIntelligence

The Demand For Transactional Business Intelligence Has Been Continuously Increasing Since 1996

1996 2003 2008

Typical Solutions Requested

• Write to ERP systems

• Write to CRM systems

• Write to operational databases

• Write to data warehouses

• Submit new data

• Update existing information

• Upload Images

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The MicroStrategy Platform: Where Transactions Services Fits

iPadiPhoneBrowser BlackBerry

Full Spectrum of Admin Tools

CommandManager

ObjectManager

IntegrityManager

EnterpriseManager

Full Spectrum of Developer

Tools

DesktopDesigner

Architect

SDK

WebProfessional

Databases CubeDatabases

Transactional Applications

Website Content

MicroStrategy Intelligence Server

MicroStrategy Web

MicroStrategy Mobile

MobileDesktop / Laptop

OfficeWindows

email

Portals Android

Transaction Services

Report Services

DistributionServices

OLAPServices

•CONFIDENTIAL


MOBILIZING EXISTINGOPERATIONAL APPS

ACTION-ENABLING BI DASHBOARDS

CREATING NEW CONSUMER APPS

–Interface Vendor Portals–Expenses Reporting–Timesheet Entry–Corporate Surveys–Benefits Enrollment–IT Helpdesk Requests

–Customer Feedback–Product Reviews–Consumer Surveys/Polls–Product Inquiries–Event Registrations–Professional Certifications

–Marketing Campaigns–What-if Analysis–Planning and Budgeting–Forecasting–Order Management–Inventory Changes

Over 100 MicroStrategy Customers Have Transaction Services and Are Developing Transactional Applications

•CONFIDENTIAL

• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

7

OLTPOLAP

BI System Transactional System

Write

ETL

Read

Action TakerDecision Maker

Read

OLTPOLAP

Single MicroStrategy Mobile App Powered by MicroStrategy Transaction Services

ETL

Empowered Business User

Read *Write

Impact of Transaction Services on Your System

Many corporations

disallow write-back to the

OLAP systems.

Traditional System Integration with MicroStrategy

The MicroStrategy platform enables you to gain insight by querying your OLAP system while empowering you to take immediate action against the OLTP system.

You can accomplish both goals by creating a single application with a unified user interface—a MicroStrategy Mobile app powered by MicroStrategy Transaction Services.

•CONFIDENTIAL



Mobile Transactions



Summary

Q & A

Agenda

•CONFIDENTIAL


Marketing Perspective—Mobile Apps Combine Three Types of Content

Transactions Multimedia Business Intelligence

• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization

Graphs Analytics MappingDataExploration

Desktop Publishing

DataVisualizations

PDFs ePubs VideoApprovalmgmt.

EditableGrids

Dataentry

BrowserContent

PaymentsGrids Alerting

• Multimedia Content• Mobile Information Channels

• Mobile Front-end to ERP/CRM• Sell Products and Schedule Services

• Analytics, Grids, & Graphs• Data Visualizations & Exploration

9

•CONFIDENTIAL


Use MicroStrategy To Add Transactional Capabilities to Your Dashboards and Mobile Apps

Wide Range of Input Forms

Touch-Optimized Transaction Widgets

Interactive Grid Widget

Photo Upload Widget

Transactional Grids

Number Inputs

Steppers

Camera

Switches

Sliders

GPS

Calendar

Text Inputs

10• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization

•CONFIDENTIAL



Mobile Transactions



Summary

Q & A

Agenda

•CONFIDENTIAL


Every Transaction is Comprised of Two Types of Metadata

Data Source

1. Transaction Report NEW MicroStrategy grid report Defines write-back query

“Writes” to the

Data-source

Expense AmountDate ExpenseExpense Amount

2. Transaction Document NEW MicroStrategy document Defines input controls

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Data Source

A Transaction Report Supports Two Types of Transactions

Freeform XQuery Editor for $prod in

doc(ʻcatalog.xmlʼ)/catalog/product let $name := $prod/name

where $prod/@dept = “ACC” order by $name

return $name

Web Service

Data write-back using SQL Statements

Data write-back using X-Query statements

Freeform SQL Editor

update CRC_EXPENSE_TX

set review_flag=[REVIEW FLAG], comments= [COMMENTS]

where requestor_id=[REQUESTOR]

and expense_id= [EXPENSE] and review_flag != 3

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Enable Transaction Services in a Report Services Document

Expense Expense AmountDate

Expense Expense Amount

Query Report Transaction Report

a) Select the Dataset(optional) b) Link the grid or text field

to a Transaction Report

Expense@ID

Expense Amount@IDDate@ID

Expense@ID

Expense Amount@ID

•c) Configure transaction input controls and data submission buttons

Report Services Document

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Creating Transactional Reports and Documents—High-Level Steps

Query Report

Data Source(s)

Transaction Report

Report Services Document

5

2

3

4

1

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New Action Selectors Initiate or Discard the Transaction

Action Selector button or link targets grids and panel stacks Three action types are available:

• Submit• Submits changes to and runs the transaction report• Include a confirmation message• Subsequent actions once input has been submitted

• Do nothing• Refresh Current Document• Run a new report or document

• Recalculate• Recalculate subtotals, derived metrics, sorting

• Discard changes• Discards all changes that are not yet submitted

Submit

Re-calculate

Discard

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Query Report

Transaction Report

Mapping Query Objects to Transaction Input Objects

•CONFIDENTIAL


The toggle style enables you to display images instead of text. Each image or icon can be associated with a different input value.

The text area style within the Interactive Grid widgets displays as a touchable callout.

Defining Input Control Styles

•CONFIDENTIAL



Mobile Transactions



Summary

Q & A

Agenda

•CONFIDENTIAL


Example:Manage Inventory and Orders To Reduce Stock Outs and Losses

• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization

OLAP navigation

Select row to update

Predictive metric aids decisions

Enter changes

Submit changes

•CONFIDENTIAL


Change values using touch

based controls such as wheels and switches

Analyze the business to determine

which orders to accelerate

Edit any part of any order anywhere anytime

Update values to increase

orders, increase prices, take

actions

Execute your actions to drive

the business forward

Example: Supply Chain and Order Management

•CONFIDENTIAL


Example:Corporate Request Processing and Management

Add Comments

View Details

Approve Request

Deny Request

Submit Decisions

•CONFIDENTIAL


Example:Event Registration

Transaction Report1

Transaction Report 2

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Example:Conference App with Schedule Builder

Adding Events to your

personal calendar

Viewing and deleting

Events from your personal

calendar

•CONFIDENTIAL


Example:A Mobile Store Inspection App

Submit Transaction

Upload Photos

Add Comments

Rate Experience

Record your experience as it unfolds

No paper trail

No camera

No pens

No need to remember

No transcription

No submission delay

25• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization

•CONFIDENTIAL

• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization26

Photo Uploader Widget in Action

•CONFIDENTIAL


Query Report

Data Source

Transaction Report

File Server

Photo Uploader Widget Workflow

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•CONFIDENTIAL



Mobile Transactions



Summary

Q & A

Agenda

•CONFIDENTIAL


❖ Generally Available since June 2011

❖ Enter data from Web browsers and Mobile devices

❖ Write-back transactions to:

• Data warehouses

• Operational databases

• CRM systems

• ERP systems

• Web services

MicroStrategy Transaction Services

•CONFIDENTIAL

• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.30 • MicroStrategy Confidential. Distribution Prohibited without Prior Authorization

MicroStrategy Transaction Services QuickStrikeStart Building Your First Survey App Immediately!

•CONFIDENTIAL



Mobile Transactions



Summary

Q & A

Agenda

MSTRWorld2012 T1Mobile S5 Adding Transaction Services to Mobile Apps

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