Developing a Better BI ToolDeveloping a Better BI Tool Strategy

TDWI, Silicon Valley, March 2010

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Cindi Howson, Founder BI ScorecardContact: cindihowson@biscorecard.com

Copyright, BI Scorecard / ASK 2010. Materials may not be reproduced or distributed beyond the TDWI Silicon Valley Chapter

Biography

• Founder of BI Scorecard, with 15 years experience in business intelligence and management information systemsintelligence and management information systems

• Author: Successful Business Intelligence: Secrets to Making BI a Killer AppA thor B sinessObjects XI The Complete Reference• Author: BusinessObjects XI: The Complete Reference

• Write and blog for Intelligent Enterprise, B-EYE Network• Advise clients on BI strategy and tool selections• Led decision analytics practice at Deloitte & Touche in Houston,

TX• BI Standards Leader for Fortune 500 company• MBA from Rice University

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Topics

• BI Market Landscape• BI Market Landscape• BI Tool Positioning & Standardization• BI Vendor and Tool Differentiators• Industry Innovationsy

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Challenges in Business Intelligence

BI adoption and l

Time to insight Relevanceappeal (business value)

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Challenges in Business Intelligence

• Web-based BI• SaaS

•Dashboards•Advanced

Relevance(b i l )

• BI Suites• Office Integration

Advanced Visualization•In-memory

(business value)

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• Flash• Mobile BI

•Predictive Analytics

State of BI Adoption

100%100%ents

56%50%60%70%80%90%

y R

espo

nde

18%25% 24%

10%20%30%40%50%

nt o

f Sur

vey

0%10%

2005

*

2007

2009

entia

l

tentia

lPerc

e

20 2 2rce

ived Poten

Real P

ote

Perc

Query, Reporting, OLAP Revenues

$1,500

$1,600

SAP BOBJ

$900

$1,000

$1,100

$1,200

$1,300

$1,400

lions

IBM Cognos

$400

$500

$600

$700

$800

$900

In m

il IBM Cognos

SAS

Microsoft

Oracle

$-

$100

$200

$300

$

2003 2004 2005 2006 2007 2008 2009

MicroStrategy

SAP BusinessObjects IBM Cognos Information Builders Microstrategy Actuate

Qliktech Oracle SAS Institute Microsoft

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Source: IDC + 10Ks

Total Company Revenues – The Big 4

Total Company Revenues

120.0

Total down 5% but Cognos double digit growth

80.0

100.0

n B

illio

ns

Total down 5% but Cognos double digit growth

Total & Office down but Server up 8%

95.8

58.4 20 0

40.0

60.0 $ in

Total up 4% (FY ends May)Total down 8%

23.3 14.9 0.0

20.0

IBM Microsoft Oracle SAP

Total down 8%

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Source: 2009 Annual Reports & 10Ks

Topics

• BI Market Landscape• BI Market Landscape• BI Tool Positioning & Standardization• BI Vendor and Tool Differentiators• Industry Innovationsy

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Which Users Need Which Tools?

Fi dFixedReportsEmbedded BI

DashboardsScorecards

OLAP InteractiveFixed Reports

StatisticsBI Spreadsheets

Production Reporting Tools

Business Query

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SpecialistCommonly Used Commonly Used

Feature Complexity

BI Tool Module Success Rates

55%Business Query

38%

51%

Dashboards

Fixed Report

19%

35%

Office & Excel

OLAP

7%

18%

Embedded BI

Scorecards

Office & Excel

11%Predictive

Embedded BI

0% 50% 100%Percent of Survey Respondents

Example: Positioning Vendor Solutions – Mix & MatchMatch

IBI W bFIBI WebFocus

T blOpen Source

Essbase

QlikViewTableau

SAS EGMicrosoft Reporting Services

CognosReport Studio

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SpecialistCommonly Used Commonly Used

Feature Complexity

Predominant Standard Example: MicroStrategy & Cognos& Cognos

Go! DashboardE t i D hb d Vi l Di ?Enterprise Dashboards

OLAP Services Analysis Studio (PowerCubes or TM1)

Visual Discovery?

Report Services

Query StudioMicroStrategy Web

Report Studio

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SpecialistCommonly Used Commonly Used

Feature Complexity

Example: SAP BusinessObjects XI & Microsoft BIBI

SharePointXcelsiusVi l Di ? Monitoring & Analysis& Dashboard Builder

Voyager Analysis Services

Visual Discovery?

Crystal Reports

Report BuilderWeb Intelligence

Reporting Services

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SpecialistCommonly Used Commonly Used

Feature Complexity

Standardization in 2007

40%

45%42%

41%

30%

35%

20%

25%24%

(2005)

15%

20%17%

( )

5%

10%

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Mostly custom BI front-ends

Multiple vendors Primarily from a single vendor

0%

2009 BI Standardization Approach

100%

57%70%80%90%

spon

dent

s

57%

40%50%60%

Surv

ey R

es

6%

25%

12%10%20%30%

Perc

ent o

f S

0%Custom No

StandardStandard

PerStandard

on BISegment Platform

BI Tool Strategy and Business Impact

90%

100%Business Performance Impact

Not at allSlightlySomewhat

70%

80%

Significantly

50%

60%

46%54%

30%

40% 43%

Overall Significant Impact

10%

20%33%

26%17%

38%

Overall Significant Impact

Mostly custom BI front-ends

No BI standard Standard per BI module

Predominant BI standard

0%

Changing BI Landscape Allows for Standardization … but not StagnationStandardization … but not Stagnation

SAP Pilot, then OutlookSoft

Microsoft Gemini, discontinues PP

Oracle / HyperionBOBJ / CartesisCognos /Applix

MSOFT /

MicroStrategy 9

Oracle BI EE

MSOFT / Performance Point

SAS /TeradataSPSS / Business

ObjectsIBI WebFOCUS RStatIBM acquires SPSS

Oracle BI EE (Siebel Analytics)Google One Box

SAP/BOBJIBM /Cognos

Cloud & SaaS

Advanced Visualization

Open Source

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2006 2007 2008 2009 2010

Follow a Selection Process to Find Best Fit

Technical

User Requirements

Technical Requirements

Strategic Considerations

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Topics

• BI Market Landscape• BI Market Landscape• BI Tool Positioning & Standardization• BI Vendor and Tool Differentiators• Industry Innovationsy

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Market Focus & BI Lifecycle

Operational Data Integration Data BI Apps (ERP) (EIM) Management Suites

Business UsersIT DepartmentOrders

(RDBMS) QueryReportAnalyze

ExtractTransform

Load

Invoices

VisualizeAlert

Load

DataW h

Shipping

Packaged Analytic Applications(Planning CRM Finance Retail Spend)

WarehouseWeb Clicks

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(Planning, CRM, Finance, Retail, Spend)

Market Strategies

Broad-based BI Focused

BI STACK Microsoft IBM (Cognos)

Oracle(Hyperion)

SAP(BOBJ) SAS IBI Micro-

Strategy Pentaho QlikTech

Performance Management & Analytic Apps

Exiting PM * No No

BI Suites *

Data Mgmt No No No No No

Data Integration (EIM)

No No

Operational Apps No No No No No No

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Compete in space Compete somewhat Don’t compete

Core BI Modules & Differentiators

• Business Query– Multiple data sources, analytic queries, report

presentation• Production ReportingProduction Reporting

– Web or not, design process, meta data layer• OLAP

– Architecture, in-memory, viewer• Dashboards

– KPIs, visualizations, integration, design• Information Delivery / Report Consumer

Interactivity Search Mobile Offline

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– Interactivity, Search, Mobile, Offline

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Topics

• BI Market Landscape• BI Market Landscape• BI Tool Positioning & Standardization• BI Vendor and Tool Differentiators• Industry Innovationsy

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Innovation Areas

• Rich Reportlets (AJAX, Flash, Silverlight, HTML5)Rich Reportlets (AJAX, Flash, Silverlight, HTML5)• Advanced Visualization• Collaboration & Social Networking• Predictive Analytics• BI Search• Mobile BI• Mobile BI• In-Memory Analytics• SaaS• Open Source• Others

– Mash Ups BI Gadgets Query as a Web Service BI appliances

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– Mash Ups, BI Gadgets, Query as a Web Service, BI appliances

Voting Results for Cool BI

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Prioritizing Your Investments

• MVP• MVP– Maturity

V l t I i ht t– Value to Insight or to Lower TCOPervasive BI– Pervasive BI

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IBI’s Active PDF

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Advanced Visualization & Exploration

Advanced Visualization Products• Less common chart types

– Small multiples, waterfall, network heat map spark line

Products• Tableau Software*• TIBCO Spotfirenetwork heat map, spark line

• Single-step query and visualize

TIBCO Spotfire• Advizor Solutions*• Corda

• Highly interactive• Best practices in

• Corda• SAS JMP

visualization– No pies, smart use of color

V l i i ti t i i ht

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• Value is in time-to-insight

Advanced Visualization – Faster Insight

Which product category is performing the best and p g y p gwhat is the trend?

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Basic Visualization

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Advanced Visualization – Small Multiples

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Example from Tableau

Web 2.0 & Collaboration

• Facebook + YouTube + BI• Web 2.0 includes numerous technologies

– Blogs, Tweets, Wikis, RIA (Flash & AJAX), Mash Ups• Web 2 0 + BI = Collaboration• Web 2.0 + BI = Collaboration

– Rankings– Discussions– Polls– More user-driven vs IT-driven

• Workforce demographics matterWorkforce demographics matter• Big BI vendors are “thinking about”

– IBM ManyEyes

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• Solutions primarily from niche vendors– Lyzasoft, Antivia, dozens of sentiment analysis

Antivia Community Discussion with Report

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Visible Technologies – Analyzing Web Content

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Final Thoughts

Develop a Better BI Tool StrategyDevelop a Better BI Tool Strategy

BI tool is the face for DWStandardize

Bad data, pretty tool

Business value provided is

Budget for complementary tools

Business value provided is more important than the toolMonitor BI Innovations