This document discusses active technologies and their advantages for mobile workers. It defines active technologies as patented technology that packages data and interactivity in a single file, allowing users to ask questions and get answers through portable analytics reports. The document notes that today's workforce is increasingly mobile, with over 72% of US workers expected to be mobile by 2020. However, most mobile workers only use basic Excel functions like formatting, sorting, filtering, and basic calculations when analyzing data. Active reports benefit mobile workers by providing simple, integrated, error-proof, and convenient analytics that can be accessed and analyzed anywhere at any time from mobile devices. The document provides examples of how active reports have benefited companies like Principal Financial by providing secure, interactive online statements and

1. The Advantage of Active Technologies
Portable Analytics for Everyone
Brian Carter
12/9/2015

2.  The “Active” Workforce
 Active Technologies Defined
 Product walk-through
What we’ll cover…

3. Active Technologies
The “Active” Workforce

4. Mobility is key
Today’s “active” workforce…
 How many workers telecommute?
 How many workers travel?
 How many workers use mobile devices
for work?
 IDC predicts US mobile workers to exceed 100M or 72% by
2020

5. What do worker’s use most to analyze data?
Today’s “active” workforce
 What percentage of features available in Excel are most commonly
used?
 What are the common functions people use?
< 2%
 Basic formatting
 Sorting/Filtering
 Basic calculations
 Basic graphing

6. Active Technologies
What is “Active”?

7.  Patented technology
 Data and interactivity packaged in a single file
 Portable Analytics
What is an Active Report?

8. Allows you to ask questions and get answers
What does an Active Report do?

9. Benefits of Active Reports
 Simple
 Data integrity
 Built in one-click Excel functionality
 Error proof
 Convenient
 Analyze anywhere anytime
 Mobile ready
 Scalable
 Robust: Reports, Dashboards, Storyboards, eStatements

10.  Customizable
 Based on target audience
 Secure
 Password Protection
 Encryption
 Data expiration
 High User Adoption
 Perfect vehicle for Information Delivery!
Benefits of Active Reports cont.

11. Full Screen Capture Page

12. •Interactive eStatement benefits two
million 401(k) and pension plan
participants
•Provides secure, interactive online
insights vs outdated static statements
•Reduced call center activity and
hardcopy mailing costs
•Increased customer satisfaction and
retention
Global financial investment management leader
An interactive eStatement InfoApp
from Information Builders allows
investors to glean important
insights at a glance, such as how
this month’s financial position
compares to last month and how
they are progressing toward their
savings and retirement goals – from
either a desktop or mobile device.
Customer Success Story
Principal Financial

13. DEMONSTRATION

14. Thank you!
Questions?