You are on page 1of 31

01 The Power to Simplify – Pega 7 Overview Kerim Akgonul

Douglas Kim
October 3 2013

The Power to Simplify

01 Works the Way your Business Thinks

02 Engages More Users through More Channels

03 Simplifies and Accelerates

01
Works the Way your Business Thinks
Case Lifecycle Management
Predictive and Adaptive Analytics

Case Lifecycle Management Works the way the business thinks Collect Resume Recruiter Review Interview Decision Offer Accepted  Personal Details  Phone Screen  Manager Interview  Review Feedback  Submit Offer  Launch Onboarding  Education  Predictive Index  [Live Presentation]  [Background Check]  Negotiate Offer  Skills  Myers Briggs PT  [Demo]  Check Referrals  [Company Tour]  Determine Comp  [Executive Interview]  Internal Approval [Rejected] [Withdrawn] 4 .

Case Lifecycle Management- Lay out how work gets done in stages… 5 .

Case Lifecycle Management – …And fill in the details of each stage… 6 .

Case Lifecycle Management – …And end-users instantly see what the designers see 7 .

Case Lifecycle Management Sophisticated reports brings situational awareness to management 8 .

Full Case Management Feature Set in Pega 7 o Smart Shapes o Duplicate Search o Stage Visualization o Smart Case Locking o Modern End User UI o Stage Based Design o Robust Bulk Processing o Intermediate Events o Wait Shape o Process Outline o Cascading Approvals o Enriched Case Dependencies o Percentage-based throttling o Enhanced Parallel Processing o Pega Pulse o Attachment Referencing o Multi-Escalation SLAs o Spreadsheet style Case Editing 9 .

leveraging Big Data in your business process 10 . configure and deploy sophisticated predictive models and analytics. Predictive and Adaptive Analytics Design.

Predictive and Adaptive Analytics-driven processes Helps you dramatically improve retention and upsell/cross-sell 11 .

Predictive and Adaptive Analytics-driven processes Helps you introduce innovative ways to deliver compelling offers to customers 12 .

02 Engages More Users through More Channels Omni-Channel UX Pega Pulse Social Collaboration .

Omni-Channel UX Rich support for mobile case workers and customers across mobile and social channels Responsive Screen Layouts Location Based Assignments Embed in social media apps Signature and Image Capture 14 .

15 . Omni-Channel UX Design your app for the desktop….

Omni-Channel UX …And with Responsive Screen Layouts. it’s instantly deployable everywhere… 16 .

Omni-Channel UX …And deploy on your social media presence 17 .

18 . guided and integrated into the work managed by Pega. Pega Pulse Social Collaboration built-in o The power of social tools. o Creates rich knowledgebase for future re-use. o Users can advance a process or resolve a case directly from the conversation feed.

03 Simplifies and Accelerates Designer Studio Pega Live Data Zero-Disruption Architecture Simplified Security Management Additional Architectural Improvements .

Designer Studio Improves Developer Productivity 20 .

Designer Studio Smart Shapes Simplify and Accelerate Development 21 .

Easy to understand. Hard to change. Pega Live Data Simplifies the use of data in business processes Traditional Approach Pega Live Data Data management clutters business process Data are managed “behind the scenes” and definitions. 22 . Hard to understand. Easy to change. automatically flow to the right process steps at the right time.

in the right places. at the right times YOUR PROCESSES AND SCREENS FETCH UPON REFERENCE INTELLIGENT CACHING BACKGROUND RETRIEVAL PEGA LIVE DATA SYSTEMS OF RECORD AND BIG DATA 23 . Pega Live Data The right data.

Pega Live Data Example: Search for customers – auto refresh 24 .

o Perform planned system maintenance without disrupting users. 25 . o Works on-premises or in Pega Cloud. They are instantly migrated to a standby server and experience zero disruption. Zero Disruption Architecture o Failover is invisible to users.

The user can continue working the case(s) that were active. Zero-Disruption Architecture Recover from browser crash Browser state is fully recovered after a crash. 26 .

Zero-Disruption Architecture Controlled rule change Configured to take effect: • Immediately • Next Logon • Next Pega Thread • API Call 27 .

Security Access Manager Supports both coarse and fine-grained control 28 .

Additional Architectural Improvements o Performance Optimizations o Multi-Tenancy Support o PostgreSQL Support 29 .

The Power to Simplify 01 Works the Way your Business Thinks Case Lifecycle Management Predictive and Adaptive Analytics 02 Engages More Users through More Channels Omni-Channel UX Pega Pulse Social Collaboration 03 Simplifies and Accelerates Designer Studio Pega Live Data Zero-Disruption Architecture Simplified Security Management .

® Build for Change Pega software revolutionizes how leading organizations optimize the customer experience and automate operations .