Business Discovery. Erik Kramer Erik Stalpers

Transcription

1 Collaboration & Social Business Discovery Erik Kramer Erik Stalpers

2 Legal Disclaimer This Presentation contains forward-looking statements, including, but not limited to, statements regarding the value and effectiveness of QlikTech's products, the introduction of product enhancements or additional products and QlikTech's growth, expansion and market leadership, that involve risks, uncertainties, assumptions and other factors which, if they do not materialize or prove correct, could cause QlikTech's results to differ materially from those expressed or implied by such forward-looking statements. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements, including statements containing the words "predicts," "plan," "expects," "anticipates," "believes," "goal," "target," "estimate," "potential," "may", "will," "might," "could," and similar words. QlikTech intends all such forwardlooking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 21E of the Exchange Act and the Private Securities Litigation Reform Act of Actual results may differ materially from those projected in such statements due to various factors, including but not limited to: risks and uncertainties inherent in our business; our ability to attract new customers and retain existing customers; our ability to effectively sell, service and support our products; our ability to manage our international operations; our ability to compete effectively; our ability to develop and introduce new products and add-ons or enhancements to existing products; our ability to continue to promote and maintain our brand in a cost-effective manner; our ability to manage growth; our ability to attract and retain key personnel; the scope and validity of intellectual property rights applicable to our products; adverse economic conditions in general and adverse economic conditions specifically affecting the markets in which we operate; and other risks more fully described in QlikTech's publicly available filings with the Securities and Exchange Commission. Past performance is not necessarily indicative of future results. The forward-looking statements included in this presentation represent QlikTech's views as of the date of this presentation. QlikTech anticipates that subsequent events and developments will cause its views to change. QlikTech undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing QlikTech's views as of any date subsequent to the date of this presentation. This Presentation should be read in conjunction with QlikTech's periodic reports filed with the SEC (SEC Information), including the disclosures therein of certain factors which may affect QlikTech s future performance. Individual statements appearing in this Presentation are intended to be read in conjunction with and in the context of the complete SEC Information documents in which they appear, rather than as stand-alone statements Qlik Technologies Inc. All rights reserved. QlikTech and QlikView are trademarks or registered trademarks of Qlik Technologies Inc. or its subsidiaries in the U.S. and other countries. Other company names, product names and company logos mentioned herein are the trademarks, or registered trademarks of their owners.

3 Agenda In this session, you will learn how to: Annotations: Manage, create, share and edit notes and comments Turn the notes feature on or off Add a snapshot to an annotation and recognize how snapshot is effected by reload Identify security in relationship to annotations Collaborative Sessions: Start, manage and participate in a collaborative session Monitor activity within a collaborative session Security considerations with collaborative sessions Best practice thoughts on collaborative sessions

4 Introduction Business Discovery

5 Business Discovery: Business User-Driven BI App Model Remixability and Reassembly Social and Collaborative Insight Everywhere Mobility IT Marketing Production Finance HR Sales

6 How Do People Make Decisions? Data Enterprise platform Rapid analytic app platform Comparative analysis Social Business Discovery People Place Mobile Business Discovery We make decisions based on multiple sources of insight.

7 Social Business Discovery Social Media Data Analytics

8 Decisions Are Social Events

9 QlikView Lives in a Big, Social World Our Two-Pronged Approach to Social Business Discovery QlikView Social / collaboration environment Social / collaboration tools QlikView

10 Social Business Discovery: Annotations

11 Annotations: Overview

12 Annotations Server Control Annotations are SERVER OBJECTS Server configuration allows Annotations to be on when SERVER OBJECTS are off (and vice versa) Annotations Server Objects (Not annotations) Additional control at DOCUMENT level (TBC)

13 Annotations License Control Annotations Added to all server versions EXCEPT IAS Collaboration is coming to SBE! Annot ations EE SBE IAS QES

14 Annotations Server Objects Each Note/Comment/Snapshot is a SERVER OBJECT Stored as a SERVER OBJECT in.shared FILE Implication usage & size of.shared FILE is going to expand with introduction of this feature Do test/numbers on creating objects/bookmarks/annotations on size of shared file Manage NOTES as SERVER OBJECTS via QMC Delete Re-Assign Ownership Individual comments are not managed via QMC

15 Annotations Create, Share, Comment Clients PLUGIN, AJAX New Context Menu Options on Objects

16 Annotations Create, Share, Comment Create New Note Enter Title Enter Details Take Snapshot A bookmark (hidden) attached to this note Allows user to see context of note

17 Annotations Create, Share, Comment Share a Note Choose audience for this note Sharing is at the NOTE level not comment level Sharing & QlikView Security Notes don t adhere to section access; JUST SHARE RIGHTS

18 Annotations - Server Management As any other server object Thru QMC Can By document By user Remove Reassign owner At the note level All comments go with the note

19 Annotation Demonstration Configuring Server Client Coverage Creating notes & comments Using notes & comments in a document

20 Annotations Considerations Reload What if data context changes? Performance/Shared File What can we expect? Notifications Not yet, but highly desirable

21 Social Business Discovery: Collaborative Sessions

22 Collaborative Sessions

23 Collaborative Sessions: Overview Bring groups (>1) of users into a single document session Observe and interact with analysis of each attendee True social BI joint discovery

24 Collaboration Server Control Server level ON/OFF Separate configuration from other QVS collaboration options Annotations Session Collaboration Server Objects (Not Annotations) Additional control at DOCUMENT level

25 Collaborative License & Security Initiator can invite ANY ONE who has an Internet connection

26 Collaborative License & Security Initiator can invite ANY ONE who has an Internet connection A user with an active QlikView license can INITIATE a collaborative session

27 Collaborative License & Security Initiator can invite ANY ONE who has an Internet connection A user with an active QlikView license can INITIATE a collaborative session EE, SBE, QES = YES for Collaborative Sessions IAS = NO for Collaborative Sessions

28 Collaborative License & Security Attendee can launch and interact in any session to which they receive an invitation Does not need a QlikView license Does not use a QlikView license If QlikView Server on a secure network, attendee MUST have secured access to network Uses data privileges of initiator

29 Collaborative License & Security Initiator Attendee Auditing Attendees who enter a session are recorded Actions within a collaborative session can be audited (Document Audit options) All actions are recorded under Name of INITIATOR

30 Collaborative Clustering Initiator Clustering Each invitation carries with it the node ID within the cluster Attendees will join the session on the right node Attendee

31 Collaborative & Annotations In V11 don t work well together Creating annotations during a collaborative session Prone to reset when multiple users attempt Each user is able to review annotations

32 Collaborative Sessions Demonstration Configuring Server Client Coverage Set up a Collaborative Session

33 Social Business Discovery: Summary In this session, you learned: When & why annotations can be useful to an implementation How session collaboration can be used Scenarios where session collaboration is not necessarily applicable How to configure and control both annotations and session collaboration

34 Thank You