Pega is a software platform used for building and deploying business applications. It is a low-code platform that allows users to create and customize applications without extensive coding, by providing a visual designer, a rules engine, and pre-built components and connectors. Pega is commonly used for building customer service and support systems, marketing automation, and process management applications. Pega also offers a suite of tools for managing and optimizing the performance of applications once they are in production.
Evolution of the Pega Platform
The Pega platform, which was first developed in the 1980s, has undergone several major evolutions over the years. Early versions of the platform were primarily focused on providing a visual rules-based development environment for building process-driven applications. In the late 1990s and early 2000s, Pega began to focus on building customer relationship management (CRM) applications and expanded its capabilities to include support for web and mobile development.
In the 2010s, Pega introduced its low-code platform, which made it easier for non-technical users to create and customize business applications. Pega also expanded its capabilities to include artificial intelligence (AI) and machine learning (ML) capabilities, allowing organizations to build intelligent and adaptive applications.
More recently, Pega has focused on providing a cloud-native platform and on empowering citizen developers to develop, deploy and maintain their applications.
Pega continues to evolve and innovate its platform to stay aligned with the latest trends and technologies. This includes expanding its capabilities to support new technologies like IoT, Blockchain, and conversational AI.
Pega Footprint in various domains
Pega is widely used across various domains and industries to build and deploy business applications. Some of the most common areas where Pega is used include:
- Customer service and support: Pega is often used to build customer service and support systems, including call center and contact center applications, self-service portals, and chatbots.
- Marketing automation: Pega can be used to automate and optimize marketing processes, including lead generation, lead scoring, and campaign management.
- Financial services: Pega is used by many financial institutions to build and deploy applications for areas such as risk management, compliance, and fraud detection.
- Healthcare: Pega has been used by healthcare organizations to build applications for areas such as claims processing, patient management, and medical research.
- Insurance: Pega has been used to build and deploy applications for areas such as policy management, claims processing, and underwriting.
- Manufacturing and logistics: Pega is used to build and deploy applications for areas such as supply chain management, inventory management, and logistics.
- Public sector: Pega is used to build and deploy applications for areas such as citizen services, welfare, and compliance.
- Retail: Pega is used to build and deploy applications for areas such as point of sale, inventory management, and customer loyalty programs.
Introduction to Pega Infinity
Pega Infinity is the latest version of the Pega platform that is designed to help organizations build and deploy intelligent and adaptive business applications. Pega Infinity provides a suite of tools and capabilities that enable organizations to automate and optimize their business processes, improve customer engagement, and gain insights from their data.
Some key features of Pega Infinity include:
- Low-code platform: Pega Infinity allows users to create and customize applications without extensive coding, using a visual designer, a rules engine, and pre-built components and connectors.
- Artificial intelligence and machine learning: Pega Infinity provides capabilities for building intelligent and adaptive applications, such as natural language processing, predictive analytics, and decision management.
- Cloud-native platform: Pega Infinity is designed to be cloud-native, meaning that it can be easily deployed and scaled on cloud infrastructure.
- Digital experience: Pega Infinity provides a set of tools and capabilities to build and deploy engaging digital experiences, such as chatbots, mobile apps, and web portals.
- Process Automation: Pega Infinity provides a set of tools and capabilities to automate and optimize business processes, such as workflow, case management, and decision management.
- Business optimization: Pega Infinity provides a set of tools and capabilities to monitor, measure, and optimize the performance of business applications.
Pega Infinity is designed to help organizations to create, deploy and manage their business applications faster, smarter, and more efficiently.
Pega Capabilities
Pega is a software platform that provides a wide range of capabilities for building and deploying business applications. Some of the key capabilities of Pega include:
- Low-code platform: Pega provides a visual designer, a rules engine, and pre-built components and connectors, which allows users to create and customize applications without extensive coding.
- Artificial intelligence and machine learning: Pega provides capabilities for building intelligent and adaptive applications, such as natural language processing, predictive analytics, and decision management.
- Cloud-native platform: Pega is designed to be cloud-native, meaning that it can be easily deployed and scaled on cloud infrastructure.
- Digital experience: Pega provides a set of tools and capabilities to build and deploy engaging digital experiences, such as chatbots, mobile apps, and web portals.
- Process automation: Pega provides a set of tools and capabilities to automate and optimize business processes, such as workflow, case management, and decision management.
- Business optimization: Pega provides a set of tools and capabilities to monitor, measure, and optimize the performance of business applications.
- Customer service and support: Pega can be used to build customer service and support systems, including call center and contact center applications, self-service portals, and chatbots.
- Marketing automation: Pega can be used to automate and optimize marketing processes, including lead generation, lead scoring, and campaign management.
- Compliance and governance: Pega can be used to manage compliance and governance processes, such as risk management, fraud detection, and data privacy.
- Business collaboration: Pega provides a set of tools and capabilities to enable collaboration and communication among teams and departments.
Pega Installation
The installation of Pega depends on the specific version of the platform that you are using and the type of environment in which you plan to run it. However, in general, the installation process can be broken down into the following steps:
- Prerequisites: Before installing Pega, you will need to ensure that your environment meets the system requirements for the platform, such as the required version of Java and the appropriate database.
- Download and extract the software: You will need to download the installation files for Pega from the Pega website and extract the files to a directory on your server.
- Configure the environment: You will need to configure the environment in which you plan to run Pega, including setting up the appropriate database and web server.
- Install the software: You will use the installation files to install the software. Depending on the version of Pega you are using, this step may be done via a graphical installer or command-line prompts.
- Configure the application: After installing Pega, you will need to configure the application by setting up the appropriate security settings, creating users, and configuring the application’s settings.
- Start the application: Once the installation and configuration are complete, you can start the Pega application.
It is important to note that Pega provides detailed installation guides for different versions and environments, it’s recommended to follow those guides for specific steps and details. Additionally, Pega also provides a cloud-based installation option, which simplifies the installation process, and it is accessible via the Pega Cloud portal.
Introduction to Pega Studios
Pega Studios is a set of tools and capabilities provided by the Pega platform that allows developers and business users to create and customize business applications. Pega Studios is a low-code development environment that provides a visual designer, a rules engine, and pre-built components and connectors that can be used to create and customize business applications.
Some key features of Pega Studios include:
- Drag-and-drop interface: Pega Studios provides a drag-and-drop interface that allows users to create and customize applications without having to write extensive amounts of code.
- Visual rules editor: Pega Studios provides a visual rules editor that allows users to create and manage the business rules that drive an application’s behavior.
- Pre-built components: Pega Studios provides a library of pre-built components, such as forms, data grids, and charts, that can be used to quickly create and customize applications.
- Data modeler: Pega Studios provides a data modeler that allows users to create and manage the data structures that are used by an application.
- Mobile support: Pega Studios provides tools and capabilities for building mobile-optimized applications, and allows apps to be built and deployed on iOS and Android platforms.
- Reusable assets: Pega Studios allows to create reusable assets and templates, which can be used across different applications and projects, and reduces the development time.
- Cloud-native: Pega Studios enables to create and deploy applications in cloud environments, with the ability to scale and manage them in a cloud-native way.
Pega Studios is designed to help developers and business users create and customize business applications faster, smarter and more efficiently. It enables the creation of applications that are tailored to the specific needs of an organization, while also reducing the time and costs associated with traditional software development.
Pega Provides 4 Role Based Studios
- App Studio: This is the main studio used to create and customize business applications. It provides a visual designer, a rules engine, and pre-built components and connectors that can be used to create and customize applications.
- Dev Studio: This studio provides a development environment for creating and customizing applications, including a visual designer, a rules engine, and pre-built components and connectors. It also provides debugging, testing, and deployment capabilities.
- Admin Studio: This studio provides tools and capabilities for managing and monitoring the performance of business applications, including monitoring application health, managing user access and security, and troubleshooting issues.
- Prediction Studio: This studio provides tools and capabilities for creating and managing predictive models, which can be used to make predictions about future events or behaviors. It allows using of machine learning algorithms and models to analyze data and make predictions.
Each studio is designed to address the specific needs and requirements of the applications and they work together to provide a comprehensive solution. Developers and business users can use these studios to create and customize applications that are tailored to the specific needs of an organization, while also reducing the time and costs associated with traditional software development.
Roles on a Pega project
On a Pega project, there are several roles that are typically involved, each with its own specific responsibilities and areas of expertise. These roles include:
- Business Analysts: They are responsible for working with the business stakeholders to understand the requirements for the project and translate them into functional and technical specifications.
- System Architects: They are responsible for designing the overall architecture of the Pega-based solution, and for ensuring that the solution is aligned with the organization’s IT strategy.
- Developers: They are responsible for building and customizing the Pega-based solution, using Pega Studios and other development tools.
- Quality Assurance: They are responsible for testing the Pega-based solution, to ensure that it meets the requirements and functions as expected.
- Project Managers: They are responsible for overall project management, including planning, scheduling, and managing resources.
- Deployment Managers: They are responsible for deploying the Pega-based solution to the production environment and managing the ongoing maintenance and support of the solution.
- Business Owners: They are the stakeholders that represent the business area that the solution is intended to serve. They are responsible for defining the business requirements, testing, and accepting the solution.
- Data Analysts: They are responsible for analyzing data, creating data models and data flows, and ensuring data integrity, security, and compliance.
These roles may overlap and not all are required for every project, the specific roles and responsibilities will depend on the size and scope of the project and the organization.