Exploring the Future of Business Intelligence Applications

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    an Enterprise Applications eBook

    Exploring

    the Futureof Business IntelligenceApplications

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    2 Business Intelligence, Data Warehousing andData Virtualization

    6 Business Intelligence Challenged by Social, Mobile Data

    9 Rethinking Mobile Business Intelligence

    12 HTML5 Will Transform Mobile Business Intelligenceand CRM

    2

    9

    Contents

    This content is adapted from the Enterprise Apps Today website.

    Contributors: Wayne Kernochan and Drew Robb.

    Exploring the Future of BusinessIntelligence Applications

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    Exploring the Future of BusinessIntelligence Applications

    ne of the most fundamental decisions

    that business intelligence implementers

    in IT make, at the beginning of every

    new BI initiative, is whether the new

    data involved should be copied into a central data

    mart or data warehouse or accessed where it is.

    The advent of software as a service (SaaS) and the

    public cloud has added a new dimension to this

    decision: Now the BI implementer must also decide

    whether to move the data physically into the cloud

    and de-link the cloud and internal data stores. In

    fact, this decision is no longer the purview solely of the

    CTO the security concerns when you move data to a

    public service provider mean that corporate needs to

    have input into the decision. However, fundamentally,

    the decision is the same: Move the one copy of the

    data; keep the one copy where it is; or copy the data,move one copy and synchronize between copies.

    Almost two decades of experience with data

    warehousing has shown that these decisions have serious

    long-term consequences. On the one hand, for customer

    buying-pattern insights that demand a petabyte of

    related data, failure to copy to a central location can

    mean serious performance degradation as in, it

    takes hours instead of minutes to detect a major cross-

    geography shift in buying behavior. On the other hand,

    attempting to stuff Big Data like the graphics and videoinvolved in social networking into a data warehouse

    means an exceptionally long lag time before the data

    yields insights. The firms existing data warehouse

    wasnt designed for this data; it is not fine-tuned for

    good performance on this data; and despite the best

    efforts of vendors, periodic movement or replication of

    such massive amounts of data to the data warehouse

    has a large impact on the data warehouses ability to

    Business Intelligence, Data Warehousing

    and Data VirtualizationBy Wayne Kernochan

    O

    perform its usual tasks. Above all, these consequences

    are long-term applications are written that depend

    for their performance on the existing location of the

    data, and redoing all of these applications if you want

    to move to a different database engine or a different

    location is beyond the powers of most IT shops.

    The reason that it is time to revisit the move or stay

    decision now is that business intelligence users, andtherefore the BI IT that supports them, are faced with

    an unprecedented opportunity and an unprecedented

    problem. The opportunity, which now as never before is

    available not only to large but also medium-sized firms,

    is to gather mammoth amounts of new customer data

    on the Web and use rapid-fire BI on that data to drive

    faster customer-of-one and agile product development

    and sales. The problem is that much of this new data

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    is large (by some estimates, even unstructured data

    inside the organization is approaching 90 percent of

    organizational data by size), is generated outside theorganization, and changes very rapidly due to rapid and

    dangerous changes in the companys environment: fads,

    sudden brand-impacting environmental concerns, and/or

    competitors who are playing the same BI game as you.

    How do you get performance without moving the data

    into the organizations data warehouse? How can the

    data warehouse support both new and old types of data

    and deliver performance on both? Most importantly, how

    do you keep from making the same mistakes in move or

    stay decisions that make present-day data warehousingso expensive and sub-optimal for your new needs?

    Business Intelligence Political Wars

    Todays business intelligence users, wowed by case

    studies of great analytics insights leading to major cost-

    cutting and add-on sales, are likely to view these move

    or stay decisions as the property of IT, to be decided

    after the CEO or CMO decides how best to use the

    latest dashboard, Facebook data miner or performance

    management tool. In turn, BI IT has tended to viewthese decisions as more short-term and ad-hoc, meant

    to meet immediate urgent needs. Alas, past experience

    has shown that not only is such an approach to business

    intelligence implementation unwise, it is also futile.

    An old story is of the new pastor, some of whose

    congregation ask him to change the location of the altar.

    He asks an older pastor what the tradition is, and the

    pastor, instead of answering, says to try it that way. The

    result is a massive argument among the congregation.

    He goes back, and the older pastor says to put itback. Instead of dying down, the argument gets even

    hotter. He goes back again, and says, whats the

    tradition? My congregation is fighting like mad about

    this. Ah, says the older pastor, thats the tradition.

    In the same way, when data warehousing was first

    introduced, CEOs deferred the move or stay decision

    to IT, which attempted to shoehorn all data into the

    central data warehouse. Lines of business, of course,

    resisted the idea that corporate IT should be gatekeepers

    over their data, making them wait for weeks for reports

    on their local sales that used to take a day. The result

    was that CEOs were being frequently appealed to by IT

    or by lines of business over the matter that became

    the tradition. Eventually, the advent of data marts andthe fact on the ground that data warehouses could not

    handle new data from acquisitions ended the arguments,

    at the cost of BI that was poorly equipped to handle

    new data from outside the organization and executives

    and lines of business that under-used corporate BI.

    To avoid these political wars, the BI user needs to set

    out a long-term approach to move or stay that should

    inform implementation decisions at both the corporate

    and IT level. Instead of I have a hammer, everything looks

    like a nail, this approach stresses maximum flexibilityand agility of any BI solution which, in turn, translates

    to asking BI IT to deliver, not the highest performance,

    but reasonable performance and maximum architectural

    flexibility to accommodate new types of data.

    The Business Intelligence Technology of theDecade

    To make such an approach effective, the BI-using

    enterprise needs to understand just what IT can

    and cannot do to make the architecture flexibleby move or stay decisions. Here, the good news

    The BI user needs to set out a long-term approach

    to move or stay that should inform implementation

    decisions at both the corporate and IT level.

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    is that software technology developed over the

    last decade has given IT a lot more ability to make

    their architectures flexible if they will use it.

    In my view, the greatest business intelligence technology

    advance of the last decade is not cloud, analytics, BI

    for the masses, or near-real-time BI, but a technology

    originally called Enterprise Information Integration (EII)

    and now called data virtualization. This technology

    makes many disparate data stores appear as one to the

    user, developer and administrator. In order to do so, it

    also demands that the data virtualization user develop

    a global metadata directory that catalogs not only data

    copies, but also variant storage formats. Thus, in master

    data management, data virtualization allows a wide

    variety of ways of representing a customer, many of them

    from acquired companies with their own approaches

    to customer data, to have a common master record.

    In business intelligence, data virtualization allows Big

    Data from outside the organization to be combined with

    new types of operational data that are not yet stored in

    the data warehouse and with data-warehouse data in

    carrying out near-real-time data mining and analytics.

    The practical effect of data vir tualization is that in the realworld it delivers the move or stay flexibility that data

    warehousing alone never could. It does this in two ways:

    1. It gives the BI end user a third option: not just

    copy new data to the data warehouse and wait

    until the data warehouse allows you access

    to it or dont copy it and have no access to

    it, but you also have the option not to copy it

    and have slower-performance access to it.

    2. It makes IT and the organization aware of itsdata assets, allowing IT to provide high-level BI

    interfaces below which the datas location can be

    changed as needed, and allowing the organization

    to understand better the BI opportunities

    afforded by new data they hadnt known about.

    There are data virtualization products available

    today, as well as master data management solutions

    embeddable in the products of business intelligence

    vendors. At the same time, BI buyers should bear

    in mind that a Metadata Officer to abet storage of

    metadata information in the repository and enforce

    corporate standards for master data management is

    needed and is a good idea in the long run anyway.

    The second advance that BI users should know about

    is a work in progress, and is also a bit trickier to

    describe. The essence of the problem with scattering

    data copies across geographies is that either you have

    to make it so that every time one copy of the data is

    updated, it appears to the user as if all other copies are

    updated simultaneously, or you have to deal with the

    difficulties that result when one user thinks the data

    has one value, and the other, another. For example,

    suppose your bank receives a deposit to your checking

    account in New York to cover a withdrawal, and the

    withdrawal itself in Shanghai immediately after. If

    the Shanghai branch doesnt receive the notification

    of the first update in time, you will face overdraft

    fees and will be rightfully annoyed at the bank.

    For at least the last thirty years, software folks have been

    wrestling with this problem. The solution that covers allcases is something called the two-phase commit, but it

    requires two back-and-forth communications between

    New York and Shanghai, and is therefore so slow in

    real life that it can only handle a small percentage of

    todays data. In the late 1990s, Microsoft and others

    found a way to delay some of the updates and still

    make it look like all the data is in synchronization in

    the local area networks that support todays global

    organizations. Above all, over the last few years, the

    need to support distributed cloud data stores has led to

    identification of many use cases (often associated withthe noSQL movement) in which two-phase commit

    isnt needed and so-called eventual consistency

    is OK. The result is that, on the cloud, you are much

    more able to keep multiple copies of data in different

    locations without slowing down business intelligence

    performance unacceptably. Of course, this is still a long

    ways from the cloud hype of your data is somewhere

    in the cloud, and you dont need to know the location

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    and it is likely that in the real world we will never get

    to the point where data location doesnt matter.

    Thus, the business intelligence-using organization should

    expect IT to be able to use data vir tualization to deliver

    much greater BI flexibility, in the cloud or outside it, and

    should demand that IT consider the flexibility benefits

    of noSQL-type data copying in certain use cases but

    should not expect cloud data-location nirvana.

    The Business Intelligence User Bottom Line:Think Long Term

    So move or stay is an important decision for thebusiness intelligence buyer or upgrader; it should be

    made up front by corporate as well as IT; there are much

    better solutions today that allow smart BI implementers

    to avoid many past mistakes; and the key to move or

    stay decision success is to emphasize flexibility over

    raw performance. Suppose you do all that; now what?

    The first thing you find is that decisions like cloud BI or

    not cloud BI become a lot easier. With less dependence

    on data-location-dependent apps, moving these apps

    and their data from location to location becomes, if noteasy, at least doable in a lot more cases. So where now

    it makes sense to move only a small subset of mission-

    critical Big Data to a small cloud BI provider, because

    otherwise the coordination between that and your data

    warehouse becomes unwieldy, now you can make the

    decision based more on potential cost savings from the

    cloud vs. the overall performance advantages (smaller

    than before) of a single massive data warehouse.

    The second thing you discover is that you have

    created some new problems but also some newopportunities. The old, dying data warehouse plus

    operational database model of handling enterprise

    data had its drawbacks; but compared to the new

    architectures, complexity was not one of them.

    However, well-designed new architectures that include

    moved, copied, and accessed-in-place data also allow

    the BI user to constantly change the proportions

    rapidly to adapt to new data. In this case, the agility

    benefits far outweigh the complexity costs.

    The third thing you see is that corporate is being

    forced to think about BI as a long-term investment,

    not an endless series of fad tools and thats an

    excellent thing. All too often, today, the market for

    BI in general and analytics in par ticular is driven by

    one-time cost-cutting or immediate needs for insights

    and rapid decisions. The key difference betweenorganization flexibility and organizational agility is that

    the latter makes the organization constantly change,

    because it is always focused on the change after this

    one. Move or stay decisions by IT can make your

    business intelligence and enterprise architecture more

    flexible; a long-term mindset by corporate that drives

    the move or stay and other BI decisions makes BI and

    the whole organization more agile. And data on agile

    software development suggests that agility delivers

    greater cost, revenue, and customer satisfaction benefits

    than flexibility, both in the short and long term.

    A final thought: a popular term a few years ago was

    glocal, in which the most effective enterprise was the

    one that best combined global and local insights. Move

    or stay is the equivalent in business intelligence, a way of

    tuning BI to combine the best of internal/local and Web/

    cloud/global data for better insights. In essence, move

    or stay success is a way to achieve information glocality.

    Given the importance today of long-term, customer-

    information-driven competitive advantage, a key action

    item for every business inteligence user, in corporateand IT, should be to redesign the BI architecture in

    accordance with more agile move or stay norms.

    Its not administrivia; its about the long term.

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    2010 IBM survey found that 76 percent of

    CEOs view insight and intelligence as

    key to corporate success over the next five

    years slightly behind getting close to the

    customer and people skills and that, in response,

    83 percent of CIOs correctly perceive that leveraging

    business intelligence (BI) is thebest way to implement these

    strategies.

    But whats the best way to

    leverage BI? A recent Gartner

    report, flawed or not, suggests

    that many business intelligence

    projects fail, or are perceived

    as doing so. And the risks of

    failure, and consequences of

    success, are not negligible:another IBM study indicates

    that improving business agility

    by such strategies as agile

    BI can lead to long-term

    improvements in top- and

    bottom-line business metrics

    by as much as 60 percent.

    How do successful BI implementers operate? A recent

    MIT study suggests that they create and maintain a data-

    driven decision process. In other words, best-in-classBI implementers consciously view their organizations

    as machines that scoop up information and funnel it

    to decision-makers, and so they design a machine that

    will carry out such a process as quickly as possible,

    with as little information loss as possible, and with the

    right networks to aim each piece of information at the

    right decision-maker. To support this machine, they buy

    software and hardware that will not only process fast and

    accurately, but also have the smarts to figure out who can

    use the information best, and pre-analyze for the target

    decision-maker.

    Now, however, this beautiful model of how to operate,

    developed over the last 20 years and well served by

    existing business intelligencefirms, may be breaking down.

    The problem is that much of

    the valuable information about

    a firms customers, suppliers

    and environment exists

    outside the firm but is not

    being captured by the existing

    machine and more new types

    of information are arriving out

    there, faster and faster. The

    Other Category of information,not handled by existing data

    warehouses, is now beginning

    to determine corporate

    customer relationships social

    information as in Facebook,

    sensor information as in

    Google Maps, smartphone information as in cellphone

    videos and snapshots, or rapid-fire text conversations

    via tweets and texting. How should IT buyers keep the

    machine from breaking down as its asked to handle

    information it was never designed for, or, even worse,churning away at information that is less and less relevant

    to the needs of the firm?

    It is hard to find an answer among the clouds of cloud

    BI hype, the flashbulbs of BI vendor hype and the

    distractions of hot-topic hype. But I believe that certain

    principles will serve the best-in-class BI buyer well, now

    and in the future.

    Business Intelligence Challenged

    by Social, Mobile DataBy Wayne Kernochan

    A

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    A Modest Other Proposal for BusinessIntelligence

    I would propose three additional criteria for the BI buyer

    who has exhausted the usual criteria of fit to purpose,

    scalability, robustness, flexibility and conformance to

    government and business requirements. The first is:

    more truly agile is better than less truly agile. That is, a

    BI solution that helps the firm make itself not only faster

    to respond to the customer but also more effective in

    anticipating customer changes is to be preferred.

    An example might be the whole hot topic of agile

    business intelligence that I have discussed in the past.As others have noted, some firms try to do agile on the

    cheap by setting loose programmers with any kind of so-

    called agile development process to constantly customize

    the vendors existing or latest BI solution. Others

    seek to complement existing BI solutions with agile

    development, constantly involving customer input and

    vendor advice, with the responsibility shifting from the

    vendor to the firm as IT gains experience. Commentators

    have noted that this kind of approach tends to work out

    better, and that vendors who can support agile advice

    and responsibility shifting are to be preferred.

    The second criterion is: third-party is better than one-

    stop lock-in. I dont mean that you shouldnt buy from

    a BI vendor that can supply everything you need in-

    house. No, what Im talking about is the likely result in

    your architecture of adopting the BI vendor, and the

    attitude of the vendor. Will your choice of a vendors

    solution component foreclose some other databases (say,

    noSQL databases), or does your vendor try to use the

    sale to crowd out all other vendors in a particular area,

    as, say, Oracle has been accused of doing in databases

    in the past? The ability of the vendor to handle todays

    Other Category data (e.g., unstructured and semi-

    structured Web Big Data) and integrate with the Web

    sources supplying that data and the open-source tools

    that can also provide access to that data is a good test

    of whether the vendor is open to present and future third

    parties.

    And finally, my third criterion would be: How well does

    the vendor handle the other other category? Because

    the fact is that there will always be an important other

    category of information that you will need to seek out,

    no matter how much of it you cover today. Necessarily,

    todays business intelligence solutions, having focused

    on structured data, will focus only on certain parts of

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    todays Other information social media, Hadoop

    that are easier to aggregate, and more important right

    now. For example, IBMs present definition of Big Data

    provides a separate Big Data platform, but that platform

    draws its information most easily from such sources as

    geospatial and Facebook data stores, not smartphone

    texting. A vendor who supports open-ended tools such

    as agile development environments, data integration

    with unstructured data support, and BI-driven CRM is

    more likely to allow you to evolve your BI as new types of

    information arise and become important.

    IT Buyer Bottom Line: Let the Customer Hug

    You BackThe most popular current CEO strategy getting close

    to the customer often seems to the BI implementer to

    mean hug the customer more closely: respond more

    quickly to new information from the customer, analyze it

    better so as to understand the customer, and ensure a

    longer and longer relationship involving more and more

    add-on sales. But the importance of todays Other

    Category to business success indicates that there is

    another side to the customer relationship: following the

    customer as the customers needs and wants change overtime. That, after all, is why the Other Category arose in

    the first place because the advent of the Web provided

    a new, faster-changing customer environment that

    outdated the business data warehouse model.

    Thus, the IT buyer cannot assume that simply

    implementing a Big Data platform, or a series of cloud

    BI projects, will be a long-run best practice. Instead, the

    IT buyer should attempt to assure, by adding my three

    criteria or in some other way that future Other Categories

    will be handled better.

    The same surveys that show CEOs ideas of successful

    business strategies also show that they view the

    environment of the business, not the business itself,

    as the source of the greatest business risk because itkeeps changing faster and faster. As it does, customer

    needs and wants will inevitably do so as well, and

    probably faster and faster. Your business intelligence

    that analyzes these needs and wants must be open to

    the customers indication of those changes which often

    show up as information in an Other Category. And if you

    want to hug the customer closer, you need to ensure that

    the customers changes result in the customer finding you

    to be an even better fit for purpose, and thus hugging

    you better. To do this, pick business intelligence solutions

    that will continue to handle the Other Categories of thefuture. Your customers may well hug you for it.

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    assumptions implicit in todays vendor visions of mobile

    BI. In particular, we need to shed the assumption of one-

    size-fits-all mobile hardware.

    Death of the Laptop Exaggerated

    The basic approach of many mobile BI vendors and IT

    users today reflects a sense that the mobile workers

    future all-purpose mobile computing device will bethe smartphone. After all, its consumer installed base

    is far greater than that of the PC, it is used for other

    sophisticated apps like performing transactions in bank

    accounts or (in Europe) waving the cell phone in front of

    a sensor to pay for purchases, and some predictions are

    that laptop sales will start to decline, while smartphone

    purchases continue a steep rise. If there is any future

    competitor, the conventional wisdom asserts, it is the

    Rethinking Mobile Business IntelligenceBy Wayne Kernochan

    As if the advent of agile business

    intelligence wasnt enough of a

    puzzle, IT buyers are now being asked

    to wrap their minds around the notion

    of mobile business intelligence. There are several

    head-scratching features of mobile BI as it is

    advertised today:

    Todays hot analytics tools are all about

    deeper, more ad-hoc analysis based on

    data-stuffed enterprise reports, and floods of

    just-in-time data alerting real-time enterprises

    and driving more immediate decisions in

    other words, lots of data with complicated

    relationships. How do you fit all that on a

    cell phone screen? How do you perform

    complicated analyses without a keyboard?

    Whats the target form factor? First

    it seemed to be the iPhone, then the iPhone

    plus iPad and now it appears to be a stew of

    iPhone, Android, iPad and other approaches.

    Whats the use case? Is it sales-type customer

    interaction, with just-in-time price comparisons and

    local inventory search? Is it global marketing, with

    the executive travelling light and always in touch

    with local markets and corporate financials? Is it the

    manufacturing process, with supply-chain analytics inthe middle of the factory floor or the warehouse? Is it

    glocality, with cheap cell-phone access driving thriving

    developing-country offices? Whats the killer app?

    I believe that there are straightforward answers to each of

    the above questions that should improve an enterprises

    implementation of mobile business intelligence. However,

    to get to these answers we need to rethink some basic

    W

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    iPad, which presently has some limits on its ability to

    perform enterprise apps and is larger (and therefore less

    mobile).

    However, research that looks more closely at how workers

    are using mobile devices today paints a very different

    picture. To handle their mobile needs, these workers

    employ what I call a three-legged stool:

    For wandering around in the immediate

    area, such as around the office or factory floor,

    mobile workers use smartphones, because they

    are light, dont require placement on an object

    for use, and can use the Internet constantly in

    pretty much any area via cell phone networks.

    For moving around locally and then finding a stable

    site to work from, a netbook (and now possibly

    an iPad) is preferred. They can be carried for long

    distances (say, in a bag), they have larger screens

    for more complicated output, and netbooks have

    keyboards for complicated input. By tethering

    a cell phone or getting a special attachment, the

    netbook user can get the same access to the Internet

    as a smartphone. At present, the netbook lacks thetouch screen capabilities of the iPhone and iPad,

    but there are indications that within a year both

    hardware and operating system (Windows 8) vendors

    will support touch screens in laptops and PCs.

    For traveling beyond the local area, a full-fledged

    laptop is preferred. Users view both the smartphone

    and netbook as too crippled to do all of the

    corporate tasks that they may want to do when

    they are away from home for a long time. Again,

    note that the keyboard is an important plus in these

    cases, due to the use of legacy corporate user

    interfaces, and tethering or attachments will yield

    Internet access anywhere. In effect, the destination

    of the travel becomes a new office away from

    office, with a laptop replacing the PC and a

    smartphone still used for wandering around locally.

    In fact, it is possible to view todays mobile user

    as creating a mobile mobile office, where ones

    traditional physical office with its PC, extended

    locally by the smartphone and netbook, can now

    be mimicked halfway around the world. And

    that, in turn, means that there will still be plenty

    of demand for laptops in the near future.

    Fine-Tuning Mobile Business Intelligence

    This vision of a mobile mobile office suggests some

    answers to the questions I posed at the start of this

    article. Lets take each of them in turn:

    How do you fit BI on a cell phone screen? You dont. All

    you need to support is the simple business intelligence

    needed when one is wandering around in onesimmediate area do we have this in stock? Is there a

    problem in the store? For those spare minutes where you

    as a manager need to dig deeper, theres the netbook.

    Whats the target form factor? For the immediate future,

    it appears that mobile workers mobile mobile office

    will not change drastically. Long-distance travelers will

    still want keyboards, and the smartphones advantages

    of touch interfaces and ubiquitous Internet access are

    vanishing. It is possible that extensions to the netbook

    The basic approach of many mobile BI vendors

    and IT users today reflects a sense that the mobile

    workers future all-purpose mobile computing device

    will be the smartphone.

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    will make it serve adequately as both an iPad and a full-

    fledged laptop. Therefore, the mobile BI implementer

    should consider targeting at least two and probably three

    form factors (note the netbook/laptop typically already

    has a fair amount of enterprise IT support). The cell

    phone and laptop platforms have a ways to go to merge,

    but via such offerings as Googles Android cell phone

    OS and Chrome network computer OS, it is possible to

    envision a one API to choke common platform across

    the two, to which the implementer can port enterprise

    business intelligence client software and mini-apps.

    Whats the use case? In fact, with solutions for each type

    of mobility, the answer is: all of the above. The sales call

    is local; the manufacturing floor is immediate-area; the

    long-distance traveler is a full-fledged mobile mobile

    office, and so is the developing-market physical office.

    And that, in turn, means that there is no single killer app

    for mobile BI. All of the above use cases will benefit from

    providing such a mobile extension to the existing BI

    solution to the mobile worker.

    The Mobile BI Bottom Line

    The message of users employment of mobile technologyis that the way is now clear to providing a reasonable

    equivalent to the key promised benefit of mobile

    business intelligence in-depth, ad-hoc analysis of key

    data, no matter where you are, moving or not. Rethink

    mobile BI, tune the implementation plan to support the

    three-legged stool I have cited above, and there is a clear

    path to such a mobile BI solution.

    That doesnt mean that implementing such a solution

    will be easy. To cite just a few difficulties: you need to

    minimize the costs and time of developing new apps for

    multiple, disparate mobile platforms; you need to identify

    the specific use cases for each platform for your own

    business; and you need to future-proof the platform, as

    it is likely that one or more of the three platform types in

    the three-legged stool will change significantly over the

    next year or so, in predictable (Windows 8 touch screens)

    and unpredictable (will Android succeed?) ways.

    However, implementation difficulties should not be a

    barrier to starting to create your three-legged stool

    today. In fact, the fast pace of change in the mobile

    market only makes a quick start more urgent. Remember,

    the smartphone app market is consumer-driven, as is

    your mobile technologys enterprise use. The more you

    lag the market, the less able you are to support the

    mobile data analytics that your companys consumers/

    employees may well do with you or without you not to

    mention without adequate corporate security.

    And, best of all, with an adequate mobile BI plan in place

    you can go back to scratching your head about agile BI.

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    12 Exploring the Future of Business Intelligence Applicationsa QuinStreet Enterprise Applications eBook. 2013 QuinStreet, Back to Contents

    Exploring the Future of BusinessIntelligence Applications

    HTML5 Will Transform

    Mobile Business Intelligence and CRMBy Drew Robb

    TML has evolved considerably since it

    was first mapped out by Tim Berners-

    Lee more than 20 years ago. Now were

    up to HTML 5.0, which could have a

    significant effect on the business intelligence and

    CRM landscape.

    HTML5 is a big push forward, especially considering

    how it handles different media as well as cross-device

    portability, said Tiemo Winterkamp, senior vice

    president of global marketing at business intelligence

    (BI) vendor arcplan. Both are key areas to help us

    with mobile scenarios.

    In the past, browsers were dependent on other

    technologies such as Flash, Silverlight or Java to

    render rich Internet applications (RIAs). This created

    problems such as Flash not being supported oniPhones or iPads. One big benefit of HTML5 is that

    browsers will be able to integrate additional content

    like multimedia, mail and RIAs with enhanced rendering

    capabilities. And plans have been made to allow future

    HTML5 browsers to securely access sensor and touch

    information, which makes HTML5 a viable alternative to

    native application development for such functions.

    The result: With HTML5, nearly every piece of Internet

    content we can envision today will be able to be coded in

    HTML, Javascript and Cascading Style Sheets (CSS), andtherefore automatically portable to all environments and

    browsers supporting HTML5.

    This approach is very attractive for BI vendors who

    aim to provide business critical information anywhere,

    anytime and on any device, said Winterkamp. The

    result is an attractive, multi-functional user interface with

    as little design and deployment effort as possible. And

    more importantly, you only need to develop these apps

    once for all devices.

    He notes that HTML5 is very much a standard on the

    rise. It is progressing fast, with supporters such as

    Apple, Microsoft and Google, but the different browser

    vendors are currently cherry-picking the HTML5 features

    that best fit their current roadmap. Thus the degree

    of HTML5 support varies within some browsers, and

    an official release date when well see browsers witha broad implementation is hard to predict. But the

    good news for business applications is that many of the

    features available today thanks to HTML5 are sufficient

    to implement modern business intelligence and CRM

    applications.

    For standard PCs or notebooks, current HTML is fine in

    terms of delivery of most relevant business intelligence and

    H

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    Exploring the Future of BusinessIntelligence Applications

    CRM functions. However, factors such as screen resolution

    and device size make mobile devices more of a challenge.

    HTML5 will simplify things and incorporate zooming

    technologies and gestures (pinching, double tap, turning,

    and so on) natively provided by the different devices.

    The advent of HTML5 will also be good for app

    development. It will act as an impetus for innovation

    among CRM and BI application developers.

    Improved browsing technologies will force apps to

    evolve, said Thomas Husson, an analyst at Forrester

    Research. In addition to talking to the local device, next-

    level apps should also talk to other apps through openAPIs and interact with other devices.

    Empowering Mobile Salespeople

    Looking ahead, HTML5 will make it easier to bundle

    various types of media content into one client mashup.

    For example, it becomes possible to list the nearby

    customers of a salesperson based on current GPS

    information and further visualize the different locations

    within Google Maps.

    You could even go as deep as mashing up the current

    total turnover of the customer with embedded chart

    visualization, said Winterkamp. You may even embed

    content such as voice comments, pictures or bar codes as

    attachments in the database which is currently used on

    the server side.

    Yes, some current applications can do all of that. But

    those are typically custom-built native apps that run on

    a specific device or platform. With the new HTML5, the

    door is opened to the creation of such applications oncefor them to be deployed everywhere.

    Take the case of App Store tools that were specifically

    created for iPhones. When the iPad hit the streets, those

    apps had to be adjusted to work on that platform. And

    in many cases, they could not be reused for Android or

    Blackberry devices. Each of the apps for these different

    platforms and devices has to be maintained over time.

    HTML5 simplifies takes away that complexity, reducing

    the maintenance cost for mobile BI.

    CRM, BI Vendors Roll Out HTML5 Apps

    What is going to happen on the vendor front? More than

    likely, the established CRM and business intelligence

    players will be slower to adopt HTML5, as they already

    have plenty on their plates to deal with maintaining and

    upgrading their existing products. So look for the smaller

    players to be the ground breakers in this arena.

    Arcplan, for instance, completed a review of its mobile

    BI options in 2010 and decided to go the web-app route

    using HTML rather than harnessing native applications.

    The result is that arcplan Mobile can run on any browser

    providing sufficient HTML support. This includes WebKit-

    based mobile browsers on iPhone, Blackberry, Android,

    Windows Phone 7.5 Mango and Bada.

    We are not offering every HTML5 function right now, but

    with each update of arcplan Mobile, well integrate new

    functions as they become available, said Winterkamp.

    One thing that is high on our wish list is to have local and

    secure data storage in the browsers. This will then allowusers to create uniform offline analytical web apps.

    Another potential addition would be to have something

    on a smartphone or tablet PC called a mobile BI Wall.

    This could give users widget-like snippets of dashboards

    and reports on their computers that are automatically

    updated and fed by a BI data warehouse. Typically

    this requires animated charts, local data storage,

    personalization, and collaboration features.

    Overall, it may be a little while before this technologybreaks into the business intelligence and CRM

    mainstream.

    HTML5 will greatly improve the audio and video

    capabilities of mobile browsers, said Husson. However,

    it will be at least three years before the technology fully

    matures. It has to reach critical mass on consumers

    mobile handsets and in developers minds.