TOP 10 REASONS TO UPGRADE TO PEGA 7

Transcription

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2 Moving to Pega7

3 TOP 10 REASONS TO UPGRADE TO PEGA 7 1. Modern UI 2. Responsiveness 3. Mobile Ready 4. Modern Browsers 5. User Efficiency 6. Robust Case Management 7. Decisioning and Analytics 8. Social Integration 9. Improved Development 10. Quality

4 Modern UI with Pega 7

5 Modern CSS-driven Layouts 100 sections

6 Responsiveness Flexibility Cost Effective Usable Easy to Maintain

7 Omni-Channel UX Opens your apps to mobile and social channels Consistent, attractive and intuitive user experiences Design once, access anywhere user interface cuts the time and cost to create today s multichannel apps. Prepares your app for whatever interface or channel comes next.

8 Mobile Ready Ability to quickly build mobile apps within the model Reuse components across applications Integrated mobile testing suite Offline capabilities lets people work when they want

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10 Modern Browsers HTML5 and CSS3 for all new applications Upgrade tool for all applications built in prior versions Supports all modern browsers Eliminates need to use incomplete IE 8,9,10 compatibility support

11 User Efficiency Streamline Process Definition Federated Case Management gives greater visibility across applications Reduced Training and Support Pega Pulse Social Collaboration Better and faster decision making with Predictive Analytics

12 Smart Shapes Simplify Common Processes

13 Robust Case Management Simplifies and automates work Improved visibility into the work via reporting and metrics Omni-Channel User Experience Ability to integrate with all backend systems to promote reuse

14 Case Lifecycle Management

15 Decisioning and Analytics Leverage Real-Time and Historic Big Data Capture Policies, Rules, and Logic all in 1 system Rapid value with Pega 7 s strategic application offerings Integrated predictive models and campaign visualization/optimization

16 Analytics-Powered Decisioning: BUSINESS USERS DIRECTLY CONFIGURE MODELS

17 SOCIAL INTEGRATION Ability to listen and intercept social media posts Use metadata to prioritize and route appropriately Respond indirectly or directly to social media posts Pega Pulse Social Collaboration

18 Improved Development Time Redesigned Designer Studio Improved Guardrail Reports Pega Live Data Zero-Disruption Architecture

19 New Designer Studio 19

20 Live UI 20

21 Deliver High Quality Applications Pega Project Management Framework Improved Guardrail Reports Pega Test Management Framework Automated Testing Framework

22 Adaptability PLAN A PLAN B Able to respond and adapt to consumer experience pressures Improved wireframing capabilities to enable design and development Improved code generation and performance lets you put best foot forward Quicker to adopt change keeping a UI for years is no longer an option

23 TOP 10 REASONS TO UPGRADE TO PEGA 7 1. Modern UI 2. Responsiveness 3. Mobile Ready 4. Modern Browsers 5. User Efficiency 6. Robust Case Management 7. Decisioning and Analytics 8. Social Integration 9. Improved Development 10. Quality

24 PegaWORLD Audience Survey Results Primary reason to upgrade 65 Attendees

25 Types of Upgrades Tolerance Compliance Enhancement Apps run on Pega7 platform Cross browser enabled Architectural changes Ready for HTML5 conversion Dev/Test baseline Responsive UI conversion Crash recovery Zero downtime architecture New Production baseline New Case Management Mobile & Social integration Decision and Analytics Thousands of enhancements Upgrade business functionality

26 Pre-Upgrade Checklist Clean house Skim and purge old rules Purge and archive work (not essential) Identify technical debt Guardrails & customizations Update dev/test operating platform The pega7 standard deployment model Backup customizations Custom jars and configuration files Run scripts directly on the database server

27 Upgrade Demonstration Student Loan application PRPC 6.2 Split the schema Run the upgrade jobs Review the upgraded app Responsive UI Cross browser support Stage based case management

28 Student Loan Application Use Case Student Applies For Loan Case Assigned to Finance Manager Finance Manager Approves/Rejects Loan Case Assigned to Fund Manager Fund Manager Completes Payment

29 Recommended Upgrade Approach (Dev & Prod) Out-of-Place Upgrade (Split Schema) Multi Channel Support PRPC 6.x Pega7 PRPC App 6.x Up & Upgrade Running Window Temporary DB

30 Upgrade Process Split Schema Migration Copy existing rules to new schema Rules Upgrade Setup Database for Pega7 Copy in new Pega7 rules Convert existing rules Pega7 format Prepare Database Prepare Rules to run on Split schema db Update Triggers, Views, Stored Procedures Update System Data Update Operator records, access groups Add new table columns No customer data affected/touched

31 After upgrade capabilities 31

32 The application UI before/after 32

33 Upgrade FAQs Can I skip a release to upgrade from PRPC 5.x application to Pega 7? Yes. Pega 7 supports direct upgrades from PRPC 5.x to Pega 7 I have 1 TB of work objects, what is the impact on Upgrade? No Impact. Upgrade process will not touch existing work objects What do I do about my existing platform stack? Check platform support guide for supported infrastructure for Pega 7 Do I need to upgrade other Pega Components like AES, BIX? Yes, all the OOTB components need to be upgraded What are the risks in upgrades what is likely to break? Underlying business processes, application data are unaffected UI Conversion process required to leverage new HTML5 responsive UI Custom UI controls, deprecated portals, non-guardrail implementation will need to be reviewed Time to upgrade what are typical surprises Database intense process proportional to size of rulebase Framework upgrade must be factored in it's not just the platform

34 Next Steps 34