BUSINESS INTELLIGENCE WITH MICROSTRATEGY
An Introduction To
Business Intelligence
With MicroStrategy
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Agenda
Overview of Business Intelligence
MicroStrategy Introduction
Some Case Examples
Next Steps
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Business Intelligence Continues to Be a Top Business Investment Priority
Figure I: Technologies That Will Have the Greatest Impact
on Business over the Next Two to Five Years
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
The BI Platform is the Key Component of a Business Intelligence System
Custom BI Applications
BI Applications
Reporting
Dashboards
OLAP
Analysis
Advanced
Analysis
Alerting
Business Intelligence Platform
Customer Analysis
Product Management
• Customer Segmentation
• Customer Profitability
• Cross-sell / Up-sell
• Product Performance Analysis
• Market Basket Analysis
• Category Management
Supply Chain Management
Vendor Performance Analysis
• Inventory Analysis
• Fulfillment Analysis
• Distribution Cost Analysis
• Service Level Agreement
• Chargeback Analysis
• Relative Sales Analysis
Financial Reporting Analysis
Risk Analysis
• P&L Reporting
• Profitability Analysis
• Financial Compliance Analysis
• Risk Management
• Portfolio Risk Analysis
• Fraud Detection
Sales Analysis
Operations Analysis
• Store / Geographic Analysis
• Sales Pipeline Reporting
• Sales Perf. / Quota Reporting
ERP
Systems
Web
Systems
CRM
Systems
Data
Warehouse
• Productivity Reporting
• HR Reporting
• Web Commerce Analysis
Data
Marts
Data Warehouses and
Operational Systems
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy Company Overview
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Founded in 1989
Largest independent public BI vendor (NASDAQ: MSTR)
In the Gartner “Leader Quadrant” for BI Platforms
Selected by Forbes as one of the 100 Best Small Companies in 2007
Over 2 million business users at over 4,000 organizations
Direct operations in 51 cities in 33 countries across the world
Over 1,900 employees worldwide; 25% are dedicated to R&D
$451M in FY2008 Revenue, 31 consecutive quarters of YOY revenue growth
Over 60 patents pending or issued for MicroStrategy software
Atlanta
Denver
Seattle
Buenos Aires
Barcelona
Johannesburg Munich
Vienna
Melbourne
Boston
Los Angeles
Tampa
Mexico City
Brussels
Lisbon
Paris
Warsaw
Seoul
Charlotte Montreal
Toronto
Monterrey
Cologne
London
Rome
Zurich
Singapore
Chicago
New York
Washington
Sao Paulo
Copenhagen Madrid
Stockholm
Sydney
Dallas
San Francisco
Frankfurt
Utrecht
Tokyo
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Milan
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy is the Largest Independent Public BI Company
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Independent BI Vendors Deliver Open Systems Benefits to Customers
Independent
Open Systems
Best of Breed Stack
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Conglomerate
Closed Systems
Preselected Stack
Open Integration
Proprietary Integration
Vendor Leverage
Vendor Lock-In
Innovation-driven
Corporate Priority-driven
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MicroStrategy is Specifically Designed to Help Companies Easily Change
Any of the Components of Their BI Stack
Companies can easily
change any of these …
Change g your Database Vendor
Change g your Server OS and HW
Change g your Web or App Servers
Change g your Browser
Change g add MDX Data Sources
Change g your Enterprise Portal
… without having to
change any of these:
Report Designs g no change
Metadata Structure g no change
User Interface g no change
System Admin g no change
Command Scripts g no change
Security Settings g no change
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Gartner Magic Quadrant Customer Survey: Survey of BI Customers in
Support of the Gartner Magic Quadrant Analysis for BI Platforms
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
BI Survey 7: BI Technology Rankings According to the BI Survey 7 – The
Largest Independent Survey of BI, Involving Over 1,900 Companies
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy is the Best Overall BI Technology According to the Most
Recent Analyst Evaluations and Customer Surveys
Customer Survey
Magic Quadrant
Customer Survey
James Richardson
367 Companies
12 Core BI Capabilities
March 2008
MicroStrategy
#1
Customer Survey
Nigel Pendse
1,901 Companies
58 Countries
17 Major Categories
Feb 2008
MicroStrategy
#1
Analyst Evaluation &
Customer Survey
Daan Van Beek
Norman Manley
70 Evaluation Criteria
Nov 2007
MicroStrategy
#1
Analyst Evaluation
BI Platform
Capabilities
Rating
Kurt Schlegel
Bhavish Sood
12 BI Capabilities
220 Distinct Criteria
April 2007
MicroStrategy
#1
Analyst Evaluation
Cindi Howson
Hands-on testing
100+ Criteria Tested
May 2008
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MicroStrategy
#1
CONFIDENTIAL
QlikTech
#2
Oracle
#3
Cognos
#4
Board
#5
SAS
#6
Microsoft
#7
Applix
#8
Bus. Obj.
#9
IBI
#10
Spotfire
#11
Applix
#2
IBI
#3
Microsoft AS
#4
Hyperion
#5
Microsoft RS
#6
Cognos AS
#7
Cognos RS
#8
Bus. Obj.
#9
SAP
#10
B.O. Crystal
#11
IBI
#2
Oracle
#3
SAS
#4
Hyperion
#5
Microsoft
#6
Cognos
#7
Bizzcore
#8
Bus. Obj.
#9
SAP
#10
Actuate
#11
Oracle
#1 tie
IBI
#1 tie
Cognos
#4
SAP
#5
Hyperion
#6
Bus Obj.
#7
QlikTech
#8
Panorama
#8
Microsoft
#10
SAS
#11
Bus. Obj.
#2
Cognos
#3 tie
SAS
#3 tie
Oracle
#3 tie
IBI
#6
Microsoft
#6 tie
QlikTech
#8
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
What Makes MicroStrategy Architecture Different?
MicroStrategy is Based on Relational OLAP (ROLAP)
High Interactivity
High Analytics
ROLAP
• Highest Data Scalability
• Highest User Scalability
Relational OLAP
OLAP
Products
MicroStrategy delivers:
• Highest Performance at Scale
• Sophisticated Analytics
(High Interactivity with High Scalability)
Low Interactivity
Low Analytics
• Lowest Cost to Operate and
Maintain (lowest TCO)
• Ideal for Data Warehousing
Relational
Reporting Products
Low User Scale
Low Data Scale
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• Very Rapid Report Creation
• Superior End-user Self-service
High User Scale
High Data Scale
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy is Used By Leading Companies Across All Industries for Their
Most Demanding Business Intelligence Applications
Retail
• 7 of the Top 10 Global Retailers
• 3 of Top 5 Global Food and Drug Stores
Financial Services
• 7 of Top 10 Global Commercial Banks
• 4 of Top 5 Diversified FSI
• 4 of Top 5 Global Insurers
Pharmaceuticals
• 9 of Top 10 Global Pharmaceutical Companies
• 8 of the Top 10 Healthcare Companies
Communications
• 8 of Top 10 Global Telco Companies
Manufacturing
• 7 of Top 10 Global Manufacturing
Companies
Consumer Packaged Goods
• 5 of Top 7 Global Consumer
Packaged Goods Companies
Governments
• Covering Federal, State, and Local
Government Entities
Other Major Companies
• Leading Internet, Travel and
Transportation Companies
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy Customers in Retail Include:
MicroStrategy is Used at 7 of the Top 10 Global Retailers
MicroStrategy Supports over 300 Retail Companies Across 22 Countries
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Aeropostale
Ahold
American Signature, Inc.
Applebee's International Inc.
Barnesandnoble.com
Belk
Borders Group, Inc.
Charming Shoppes
Circuit City Stores
The Container Store
Corporate Express
CSK Auto Corporation
Darden Restaurants
David’s Bridal
Dick's Sporting Goods
eBay
Eckerd
Fnac
Food Lion
GUESS?, Inc.
Hannaford Bros. Co.
Hard Rock Cafe
Harris Teeter
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Hudson's Bay Company
KB Toys, Inc.
Limited Brands
Liz Claiborne
Lowe's Companies, Inc.
McDonald’s Austria
METRO Group
Michaels Stores
Micro Electronics Inc.
Netflix
O'Reilly Automotive
Pacific Sunwear
Petco Animal Supplies
PF Chang's
Priceline
Raley's
Sainsbury’s
Shoppers Drug Mart Inc.
Stage Stores
Starbucks Corporation
Victoria's Secret, Inc.
Yahoo!
Zavvi (Virgin Retail)
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy is the Global Standard in Retail
High Data Scale
Data scalability in the
multi-terabyte range
required by retail
analysis is only
possible with the
MicroStrategy ROLAP
architecture
High User Scale
Deployment to 1,000s
of users in distributed
stores and to the
external supply chain
requires full-function
web interface with no
download.
Lowe’s Companies
Hallmark
Building Strong Revenues
Supporting Multiple BI
Applications at Scale
Applications
Operations Management, Merchandise
Management, and Inventory Management,
Supply Chain Management
Deployment
• Database: Teradata
• DB Size: 20 Terabytes
• Users: 3,500 Active Employees and Vendors
• Interface: Web, E-Mail
• Architecture: Intranet, Extranet
Deployment:
Database: Teradata, Oracle
Database Size: 2.5+ TB
Users: 1,000 Interactive Users and 140 Power
Desktop Users
Lowe's is the second-largest home improvement retailer in
the world. Lowe's employees from multiple business
areas use MicroStrategy to manage inventory, improve
margins, review market specificity, and identify sales
opportunities.
Based on previous successes, Hallmark is expanding its
use of Business Intelligence and specifically
MicroStrategy into new areas of Financial and Retail
Analysis.
Corporate Express
METRO Group
2007 TDWI Best Practices
Award Winner in
Predictive Analytics
Improving Retail Business
Processes with a Massive,
Worldwide Solution
Applications:
Market Basket Analysis, Marketing Analysis,
Predictive Analytics, Sales Analysis
Applications
Operations Management, Sales Analysis,
Product Analysis, Supply Chain Management
Deployment:
• Database: Netezza
• DB Size: 8 TB
• Users: 10,000+
• Architecture: Intranet, Extranet
Deployment
• Database: Teradata
• DB Size: 36+ Terabytes
• Users: 2,500+ Users
Corporate Express, a 2007 TDWI Best Practices Award
Winner, is using its market basket application to track
the baskets of all of its online customers, and can
identify which SKUs are most profitable or poor
performers when purchased in combinations.
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Applications:
Campaign Analysis, Consumer Transaction
Analysis, Sales Analysis, Shipments / Invoices,
Systems Management & Performance, Seasonal
Inventory
CONFIDENTIAL
Sophisticated
Analyses and
Calculations
Complex retail analysis
such as market-basket
is well supported by
MicroStrategy
METRO supports numerous analytical applications and
thousands of users, as well as applications that support
operations across 28 countries. Through the application
of BI, METRO has achieved improved promotion
effectives, reduced advertising costs, and higher
customer profitability and loyalty.
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Complex
Relationships
Many-to-many
relationships and nonaggregate metrics,
essential for retail
analysis are natively
supported in
MicroStrategy
MicroStrategy Customer Applications in Retail
Category Management
Assortment Optimization
Category Contribution
Category Scorecards
Item Definitions
Market Comparison
Pricing Modules
Role Analysis
Season Changeover
Share of Shelf
SKU Rationalization
Vendor Performance
Merchandise Management
Department Contribution
In Stock %
Inventory Turns
Lineal Feet
Mark Down %
Pull-Through
Reallocations
Seasonal Buying
Sell-Through
Weeks of Supply
Vendor Rationalization
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Loss Prevention
Backorders
Cancels
Distribution Shrink
Hot Customer
Hot Staff
Hot Stores
Markdowns
Natural Losses
Return Rates
Shrink Analysis
Vendor Rationalization
Marketing Analysis
Ad Blocks
Channel Share
Coupon Distribution
End-Cap Efficiency
Feature vs. Display
Grand Openings
Market Share
Marketing Areas
Price Points
Promo Lift
Seasonal Events
Market Basket
Attachment Rates
Basket-Register Correlation
Brand Switching
Core Item Frequency
Core Items
Customer Loyalty
Demographic Baskets
In-Basket Price
Items per Basket
Revenue Contribution
Shopper Penetration
“As a result of using the MicroStrategy
platform, Lowe's is realizing significant
benefits through improved merchandising
decisions, more timely responses to
information requests, cost reduction
initiatives, enhanced employee
productivity, and better service to our
customers."
-Steve Stone
Senior Vice President and Chief
Information Officer , Lowe's Companies
Store Operations
Asset Turnover
Comp Store Sales
Competitor Stores
Front Store Sales
Inventory Turnover
Labor Cost Analysis
Reallocation / DSD
Register Usage Analysis
ROA
Sales & Margin
Sales / Square Foot
CONFIDENTIAL
“eBay selected MicroStrategy because of
its exceptional user scalability and its
ability to support advanced reporting and
analysis. MicroStrategy also provides
excellent query performance with our
rapidly growing multi-terabyte data
warehouse.”
-Brad Peterson
CIO, eBay
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
BI COMPONENTS:
OPERATING ENV.:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Improving Sales through
Improved Customer
Service and Employee
Satisfaction
Retail; Grocery
12,000+
~15 Base Reports
16 CPUs at 750 MHz
Moving from Teradata to HP NeoView; 24+ TB
1999
Sales Performance Analysis
Customer Satisfaction Analysis
Mystery Shopper Reporting
Employee Satisfaction Analysis
Market Basket Analysis
Category Management
Business Use:
• More than 12,000 people in Sainsbury’s stores receive reports via e-mail
every week that contain sales metrics, inventory metrics, and peer
benchmark between like-stores
• Store Managers are constantly challenged to refine their operations to
improve their peer-wise rankings
• Buyers and Merchandisers at Corporate HQ perform global category
management, improving product mix and promotions
Business Benefits:
• By focusing on customer satisfaction, product availability, and employee
satisfaction, Sainsbury’s marketplace image has been enhanced
• Sainsbury’s profitability is higher than most competitors
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
BI COMPONENTS:
OPERATING ENV.:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Enhancing Profitability
and Expanding the
Business Through
Optimized Inventory and
Sales Analysis
Retail
2,000+
33,500 Reports; 19,600 Business Metrics
Windows 2000/2003
Oracle 9i; 6+ TB
2002
Merchandise Analysis
Transportation Management
Warehouse Management
Business Use:
• PetSmart uses MicroStrategy to manage daily operations at each of its
stores across the United States.
• Every day, PetSmart executives, regional managers, marketers, and
inventory managers use MicroStrategy dashboards to gauge the profitability
of products and services and better manage inventory.
• PetSmart has reduced stock-outs, enhanced oversight of store performance,
and increased revenue from PetSmart’s services business.
Business Benefits:
• Upper management has easy, constant access to key sales metrics, leading
to faster, more informed decisions
• More efficient inventory control and management
• Substantial business growth attributed to better decision making and insight
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CONFIDENTIAL
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
OPERATING ENV.:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Applying BI to Many
Aspects of the
Business to Improve
Profitability, Sales
Performance, and
Customer Experience
Retail
10,000 and growing
Linux
Netezza (8+ TB); Oracle 10g (10+TB)
2005
Customer Retention
Customer Extranet
Market Basket Analysis
Sales Analysis
Revenue Forecasting
Customer Profitability Analysis
Business Use:
• MicroStrategy used to monitor and analyze business performance at the
corporate and divisional levels
• Corporate Express customers view purchase history and backlog using at-aglance dashboards and standard reports
Business Benefits:
• Using BI, Corporate Express has seen that the average order size doubles
when the appropriate, complementary product is offered to a customer.
• In June 2007, Corporate Express received the 2007 Best Practices Award
for Predictive Analytics from The Data Warehousing Institute
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
DEMONSTRATION of MicroStrategy Dynamic Dashboards
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Companies Replace Cognos Applications with MicroStrategy
Accumulated a Piecemeal Architecture
IBM / Cognos
Suffers Performance Problems at Scale
Requires an Excessive Number of IT Staff and Servers
• MicroStrategy replaced 2,000 Cognos users and became the enterprise BI standard
• Cognos could not provide self-service end user reporting
• MicroStrategy reduced IT effort by 24 people, saving $2+ million per year
Starbucks
Corporation
• MicroStrategy replaced 1,000 Cognos users, extending to 15,000 over 3 years
• Cognos platform was deemed not stable enough for enterprise-wide deployment
• Cognos suffered performance problems, requiring ever more hardware to compensate
• MicroStrategy replaced 5,200 Cognos users, extending to 30,000 over 4 years
• Cognos required an excessive number of “one-off” reports to be designed by IT
• MicroStrategy was able provide more robust end-to-end extranet security
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Companies Replace Microsoft BI Applications with MicroStrategy
Large Disparate Collection of Tools and Servers
Microsoft / ProClarity
Programming-intensive that Requires a Large IT Staff
Unproven for Enterprise Deployments
• Defeated Microsoft for key extranet applications to more than 2,000 insurance brokers
• While Microsoft technology was low cost, it would require extensive IT effort
• MicroStrategy technology was judged to have superior analytic breadth, shorter
development cycle time, and better integration with 3 rd party mapping technologies
• Replaced 1,000 ProClarity users due to Microsoft’s lack of self-service
• Microsoft could not provide the required user scalability and performance
• Microsoft was too difficult to deploy, required too many IT personnel to administer
• MicroStrategy provided superior usability for the business end users
• MicroStrategy provided more comprehensive charting and dashboard functionality
• Microsoft was more expensive than anticipated with a complex BI stack
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CONFIDENTIAL
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Companies Replace Business Objects Applications with MicroStrategy
Cannot Provide All Business Analytics
SAP / Business Objects
Has Performance Problems at Scale
Accumulated a Piecemeal Architecture
®
• Business Objects could no longer scale to the new Petabyte-levels in eBay’s Teradata DW
• Bus Objects was experiencing increasing performance problems as it grew over 2,500 users
• eBay was able to reduce the number of report designs by 75% using MicroStrategy
• Business Objects was unable to prove that it could support McDonald’s worldwide restaurant
operations, including over 30,000 stores and an expected 77,000 queries per week
• McDonalds was able to implement a shared BI environment in which divisions could
independently create their own reports in close coordination with enterprise-wide standards
• MicroStrategy replaced Business Objects on the desks of over 1,750 La Poste employees
• La Poste users received a superior user interface and easier self-service with MicroStrategy
• La Poste was able to redeploy IT staff because fewer were required with MicroStrategy
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Companies Replace Oracle BI Applications with MicroStrategy
Oracle / Siebel /
Hyperion
Piecemeal Architecture With Difficult Migrations Ahead
Requires Excessive IT Resources to Create Reports and to Administer
Unproven for Large User Populations and Large Data Volumes
• Chose MicroStrategy over Oracle for an enterprise-wide deployment of 7,000 users
• Oracle could not provide a full range of BI functionality from a single Web interface
• MicroStrategy provided a self-service enterprise-scale solution with lowest TCO
• MicroStrategy chosen as corporate standard, with initial rollout to 3,700 users
• MicroStrategy self-service offered a 10x reduction in reports compared to Oracle
• MicroStrategy’s centralized administration minimized the amount IT resource needed
• Chose MicroStrategy over Oracle for a 6,000 user installation and as the enterprise standard
• Sherwin Williams needed a technology that has been thoroughly field proven for a broad
range of possible future needs and thus would require the least amount of expertise and effort
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Let us show you what MicroStrategy can do for you
SEE MORE
LEARN MORE
TRY IT
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Get a set of Industry Case Studies
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Attend a free hands-on class that provides an “Introduction to BI” with MicroStrategy
Speak directly to some existing MicroStrategy customers
Attend a MicroStrategy Symposium near you
Speak to an Industry Analyst
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Get the whitepaper on the “Open Systems Advantage”
Get our whitepaper that compares MicroStrategy to other BI technologies
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Extra Slides
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy Supports All 5 Styles of BI from a Single Organic
Architecture
Desktop
Browser
s
Portals Mobile
Office
e-Mail
Unified UI
Alerts &
Proactive
Notification
Advanced
Analysis &
Ad-hoc
OLAP
Reporting
Scorecards &
Dashboards
UNIFIED WEB INTERFACE
All 5 Styles of BI
Plug-n-Play Modules
Integrated Backplane
Unified Business Model
Services Oriented Architecture
All Data Sources
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MicroStrategy 8 - Product Architecture
Interactive Reporting, Analysis,
Scorecards & Dashboards
Alerting & Proactive
Notification
Design &
Administration
Web
Browsers
Microsoft
Office
RIM
Blackberry
MicroStrategy
Office
MicroStrategy
Mobile
Web
Services
Portals
MicroStrategy
Desktop
E-Mail
File
Servers
Printers
MicroStrategy
Architect
Integrity
Manager
MicroStrategy
Narrowcast Server
MicroStrategy Web
Object Manager
Command
Manager
MicroStrategy
Intelligence Server
MicroStrategy
Report Services
MicroStrategy Clustering Option
Enterprise
Manager
MicroStrategy
SDK
Relational Data Warehouses

MicroStrategy
BIDK



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MicroStrategy
OLAP Services
Oracle
DB2
SQL Server
Sybase




Teradata
Informix
NonStop
Netezza
CONFIDENTIAL
Operational DBs and
Non-Relational Data
(Excel, CSV, ERP)
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any
Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Cube Databases



SAP BW
Hyperion Essbase
Microsoft AS
BI Product Survey: Evaluation and Survey Conducted by Passioned
International, a Leading BI Analyst Firm in the Netherlands
29
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Gartner BI Platform Capability Evaluation: Comprehensive, Point-by-point
Evaluation of all Major BI Products
30
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The BI Scorecard: Comprehensive Hands-on Evaluation of BI Products by Cindi
Howson, Author, Industry Analyst, and President of ASK
31
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
MicroStrategy Customers Have Many BI Applications and Thousands of
Users, Often on a Single, Shared Instance of MicroStrategy
32
36 Applications
2,000 Users
17 Applications
3,500 Users
17 Applications
3,500 Users
20 Applications
3,000 Users
>20 Applications
2,500 Users
28 Applications
20,000 Users
18 Applications
4,500 Users
30 Applications
10,000 Users
35 Applications
30,000 Users
30 Applications
1,700 Users
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MicroStrategy Customers Come from Every Industry, Because Every
Industry Has Leaders with Enterprise BI Strategies
33
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Mid-Size Companies in Every Industry Choose MicroStrategy for their BI
Applications
Retail
• Two-Thirds of all the Retailers in
FORTUNE’s Global 500
• 3 of Top 5 Global Food and Drug Stores
Financial Services
• 4 of Top 5 Diversified FSI
• 7 of Top 10 Global Commercial Banks
• 4 of Top 5 Global Insurers
Information, Media, Tech
• 7 of Top 7 Global Media
Companies
• Major Information Providers
Pharma / Healthcare
• 9 of Top 10 Global Pharmaceutical
Companies
• 8 of Top 10 Healthcare Companies
Other Industries
• Other Leading Global Companies
MicroStrategy’s BI Platform provides the integrated infrastructure to support the unique
requirements of every industry – with an easy-to-use Web interface and centralized
administration.
34
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
The Most Recent Analyst Evaluations and Customer Surveys All Show that
MicroStrategy is the Best Overall BI Technology
BI Platforms User Survey
Magic Quadrant
Customer Survey
James Richardson
Details 367 organizations’ perceptions of the relative strengths of their installed BI platform functionality across 12
core BI capabilities intended to help BI evaluators match their requirements to the relative profiles of available BI
platforms. Updated March 2008
The BI Survey
Nigel Pendse
The world's largest independent survey of BI and Performance Management users with over 1,900 respondents
across 58 countries . Provides insights into actual BI implementation experiences as well as the usage patterns
and technical characteristics of BI products. Published Feb 2008
The Business Intelligence Product Survey 2007
Daan Van Beek, Norman Manley
The leading Dutch research and consultancy group surveyed the BI market evaluating major BI vendors
across more than 70 detailed BI criteria including usability, functionality and security. Published Nov 20007.
Business Intelligence Platform Capability Matrix
BI Platform
Capabilities
Rating
Kurt Schlegel, Bhavish Sood
Gartner defines the 12 core BI platform capabilities with 220 distinct criteria and evaluates BI platform
products based on each. Updated April 2007
The BIScorecard Summary
Cindi Howson
Cindi Howson’s hands-on product rating review that grades leading BI vendors across seven major
functional areas and over 100 detailed criteria. Updated May 2008
35
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Extra Caselets
36
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Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
BI COMPONENTS:
OPERATING ENV.:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Retail
425+
500 Reports/month; 1,120 Total Metrics
Windows 2000
Oracle 9; 11+ TB
2001
Retail Cost Analysis & Inventory Planning
Store Performance Analysis
Asset Protection & Loss Prevention
Business Use:
Analyzing Brand Costs
and Sales Trends to
Optimize Retail
Purchasing and Enhance
Revenue
• Planners, Merchandise Managers, and Buyers analyze Cost of Goods Sold
(COGS) and Gross Margin to optimize merchandise purchasing, inventory
allocation, and distribution
• Track and monitor retail sales at the store and product SKU levels, across all
brands
• Analyze asset protection and loss prevention across the entire enterprise
Business Benefits:
• Foot Locker is improving merchandise purchasing and inventory
management by analyzing costs, sales forecasts, trends, and performance
across each of its brands
• Easy access to reliable data is enabling Foot Locker to detect issues earlier
and make informed business decisions every day.
37
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
BI COMPONENTS:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Consumer Packaged Goods; Retail
100+
600+ Base Reports
Oracle 10g; 1+ TB
2000
Retail Sales Analysis
Accessory Product Analysis
Wholesale Sales Analysis
Business Use:
Gaining Valuable Insight
into Retail Sales Trends
and Performance
• Guess?, Inc. uses MicroStrategy to more easily and efficiently manage its
day-to-day operations and analyze its retail sales, purchase orders, and
inventory
• Executive, Finance, and Store Operations departments manage day-to-day
operations by analyzing sales trends, comparative sales, and profit margins
• Retail Buying Office researches historical trends and manages inventory,
sales, and open orders to optimize buying plans and inventory allocation
Business Benefits:
• The easy-to-use MicroStrategy ad-hoc environment is allowing employees to
stay up-to-date on inventory and sales trends, leading to better business
decisions across the enterprise
• Executives can obtain an at-a-glance view of sales trends and key
performance indicators
• End users are benefiting from faster, more intuitive analytical reporting
38
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
OPERATING ENV.:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Consumer Packaged Goods; Retail
1,100+
Windows 2000
Teradata, Oracle; 2.5+ TB
2001
Corporate Store Dashboard
Retail Merchandising
Inventory Analysis
Product Mix Analysis
Campaign Analysis
Consumer Transaction Analysis
Sales Analytics
Business Use:
Deploying Multiple BI
Applications to Allow
Analysis at all Levels of
the Business
• Executives can regularly monitor a dashboard containing overall store
performance metrics including total sales, comp stores, retail inventory, gross
margins, SKU velocity, SKY efficiency
• Merchandising managers view reports containing sales reports of top 50
products by time period (this year vs. last year) as well as revenue, inventory,
margin, and total units
Business Benefits:
• “We use the Corporate Store Dashboard to run our business.”
• Managers have better access to inventory planning by understanding the
total company contribution
• All users can “get to the answers faster”
39
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.
Key BI Characteristics:
INDUSTRY:
BUSINESS USERS:
DATABASE:
CUSTOMER SINCE:
APPLICATIONS:
Retail
15,000+
IBM DB2; 54+ TB
2006
Vendor Sales Performance
Supply Chain Analysis
Store Sales Analysis
Customer Analysis
Expense Management
Business Use:
Providing Store Managers
and Suppliers with Key
Sales and Supply Chain
Information
• This Retail customer uses MicroStrategy to maximize revenue and enhance
its relationships with the many vendors that supply products to stores
• Vendors, Store Managers, and others access MicroStrategy reports via an
extranet portal to gain insight and make more informed decisions on product
promotions, positioning, and supply chain optimization
• Store Managers monitor store sales performance on and make adjustments
as necessary
Business Benefits:
• Store Managers are able to better gauge store performance and make
improvements
• Vendors have more insight into product performance and supply chain
• Vendors can enhance profitability by identifying under-performing products
and developing promotions
40
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Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.