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BUSINESS INTELLIGENCE WITH MICROSTRATEGY




                                                                                                                                             BI at Scale
                                                                                                                     Optimizing BI Delivery in
                                                                                                                   Conjunction with the Database



                                                                                                                                                           Matt Ipri, Director, MicroStrategy



1
                                                                            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.
Background
    MicroStrategy Overview
                •        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 200 Best Small Companies
                •        Over 1 million business users at over 3,000 organizations
                •        Direct operations in 41 cities in 23 countries across the world
                •        Over 1,800 employees worldwide; 20% are dedicated to R&D
                •        Over 50 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               Milan                        Utrecht                     Tokyo

2
                                                                              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.
Background
    Most Analysts Conclude that MicroStrategy is Best Overall BI Technology
                                                       Analyst Evaluation                                                                                IBI             IBM Cognos                  Actuate     SAP BO       Actuate
                                                       James Richardson                                                                                  #2                      #3                    #4          #5           #6
                                                       Kurt Schlegel
                                                                                                        MicroStrategy
     Critical Capabilities for
      Business Intelligence
                                                       Rita Sallam                                           #1                                        SAS                  Microsoft              Jaspersoft
                                                       10 Core Capabilities
            Reporting                                                                                                                                   #7                     #8                     #9
                                                       Feb 2009


                                                       Customer Survey
                                                                                                                                                      Oracle             Microsoft AS               Hyperion    Cognos AS   Microsoft RS
                                                       Nigel Pendse                                                                                    #2                     #3                      #4           #5            #6
                                                       1,901 Companies                                  MicroStrategy
                                                       58 Countries
                                                       17 Major Categories
                                                                                                             #1                                    Bus. Obj.              Cognos RS                   Crystal     SAP
                                                       Feb 2009                                                                                       #7                     #7                         #9        #10


                                                       Analyst Evaluation &
                                                                                                                                                         IBI                  Oracle                    SAS     Hyperion     Microsoft
                                                       Customer Survey
                                                                                                                                                         #2                    #3                        #4       #5            #6
                                                                                                        MicroStrategy
                                                       Daan Van Beek
                                                       Norman Manley                                         #1                                      Cognos                 Bizzcore                Bus. Obj.     SAP         Actuate
                                                       70 Evaluation Criteria                                                                          #7                      #8                      #9         #10          #11
                                                       Nov 2007

                                                       Analyst Evaluation                                                                              IBI                    Oracle                 Cognos       SAP        Hyperion
                                                       Kurt Schlegel                                                                                  #1 tie                  #1 tie                   #4          #5          #6
                  BI Platform                          Bhavish Sood
                                                                                                        MicroStrategy
                  Capabilities                         12 BI Capabilities                                    #1                                     Bus Obj.                QlikTech               Panorama     Microsoft      SAS
                    Rating                             220 Distinct Criteria
                                                                                                                                                      #7                       #8                     #8          #10          #11
                                                       April 2007


                                                       Analyst Evaluation                                                                           SAP BO                    Oracle             IBM Cognos       SAS        Microsoft
                                                                                                                                                      #2                       #3                   #4 tie        #4 tie      #4 tie
                                                       Cindi Howson                                     MicroStrategy
                                                       Hands-on testing
                                                       100+ Criteria Tested                                  #1                                          IBI                QlikTech
                                                       Q1 2009                                                                                           #7                    #8

3
                                                                              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.
Background
    MicroStrategy is a Database-Aware Business Intelligence Platform

                 MicroStrategy                                                                                                                                     Other BI Tools
    Aware of and Takes Advantage Database-                                                                                                                Make Use Only of Generic Database
       specific Attributes and Strengths                                                                                                                             Attributes




                                          MicroStrategy                                                                                                                               Other BI Tools




                                                               Generic DB                                                                                                                                     Generic DB       X
                                                               Attributes                                                                                                                                     Attributes

                                                                      DB-specific                                                                                                                                DB-specific
                                                                       Strengths                                                                                                                                  Strengths




4
                                                                              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.
MicroStrategy Offers Specific Benefits in Integrating with Database Platforms



             Query Faster                                                                         Generate Database-Specific SQL



                                                                                                  Give the DBA Detailed Levels of Control with
             Control the Details
                                                                                                  Hundreds of VLDB Settings



             Move the Least
                                                                                                  Push-Down Analytics and Functions
             Amount of Data



             Architect Intelligently                                                              MicroStrategy is Aggregate Aware


5
                                                                              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.
DB-specific SQL Generation



                    MicroStrategy Generates SQL specific to the database being
                       accessed, even if multiple sources are being queried

         •             Syntax is optimized for each database platform
         •             Common syntax patterns are abstracted so that they can vary by
                       RDBMS (e.g., Create Temp Table Pattern = “create temp table #0#1
                       with no log #2”)

                                                                                      MicroStrategy SQL Engine

                                                             DB-Optimized                             DB-Optimized                          DB-Optimized                             DB-Optimized
                                                                Query                                    Query                                 Query                                    Query




                                                              Data                                    Operational                            Data                                       Departmental
                                                            Warehouse                                 Databases                            Warehouse                                     Databases
6
                                                                              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.
Hundreds of VLDB Settings



                              There are more than 100 VLDB Settings and Properties
                                              Available to the User

              • Key Categories of Settings include:
                  1. Query Optimizations
                  2. SQL Pass Optimizations (Multi-pass and Single-pass Optimizations)
                  3. Calculation Optimizations
                  4. Join Optimizations
                  5. Indexing Optimizations
              • Many are for backwards compatibility when SQL generation changes
              • Some change semantics; some change only syntax
              • Some affect result data; some affect only query performance
              • Some do not affect SQL generation at all
              • A few apply only to specific database platforms

7
                                                                              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.
Optimized Push-down Analytics



                    MicroStrategy has a Huge Internal Analytics Library, but will
                         push down Calculations to the DB when Possible

     • MicroStrategy Provides an Un-matched Library of Analytics OOTB, including:
         • 40+ Basic Mathematical Functions & Operators (e.g., Sum, Avg, etc.)
         • 20+ Date & Time Functions (e.g., “DayofYear”)
         • 50+ Financial Functions (e.g., NPV, IRR, etc.)
         • 20+ Advanced Predictive Algorithms (e.g., Linear Regression, Tree
            Regression, Neural Networks, etc.)
         • And Hundreds of others…
     • MicroStrategy also Provides the Ability to Define Any Custom Functions
     • But to make best use of the DB power, MicroStrategy will push down analytics
       as much as possible to the DB to perform calculations, joins, aggregations, etc
     • This ensures that the LEAST amount of data is moved from the DB to the BI
       layer
8
                                                                              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.
Aggregate Awareness



               MicroStrategy provides the ability to detect and automatically
                       use aggregate tables in the data warehouse.

      • MicroStrategy calculates the “size” of every table as it is added to the
        metadata or model.
      • The “size” is an integer number that represents the granularity or level of
        aggregation of a particular table. It is not related to the physical size of the
        tables (number of rows).
      • It is calculated according to the attributes that are present in the table and
        their position in their respective hierarchies. The higher the attribute level
        smaller is its contribution to the logical table size.
      • Based on this “size”, the MicroStrategy SQL Engine intelligently sources the
        query to the table that will return the accurate results the fastest, using the
        least resources and passes of SQL


9
                                                                              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.
Specific MicroStrategy Optimizations for Aster Data

     • Aster Data nCluster-specific SQL syntax
            –         RANK function
            –         OLAP functions
            –         Full outer joins
            –         Use of CASE expressions
     • Multi-pass SQL for analytical sophistication
            – Partition key on intermediate tables
            – SELECT INTO syntax for speed
     • Extensions to Aster Data nCluster functionality
            – Aggregate awareness with physical summary tables
            – Middle-tier caching via Intelligent Cubes
            – Report caching
     • Seamless support for key Aster Data nCluster features
            – Aster Data nCluster function library
            – Can create views based on SQL-MapReduce and query from MicroStrategy
            – Working integration with Aster Data SQL-MapReduce functions like nPath


10
                                                                               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 Trends in Enterprise BI




                                                        1. Moving Intelligently Towards Enterprise BI



                                                        2. Extending BI to Operational Users



                                                        3. Mobile Intelligence




11
                                                                               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 Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI
     Start Small & Fast for Simple Projects, Preserving the Ability to Grow




                                                                                                                                             Start Small & Fast
                                                                                                                                             with MicroStrategy while:
                                                                                     Grow to
                                                                                     Any Scale                                               Preserving the option to:
                                                                                                                                                  1. Grow to Any Scale
                                                                                                                                                  2. Grow to Any Level of Sophistication
         Expertise




                                                                                                                                             And still have an infrastructure that is:
                                                                                                                                                    3. Highly Maintainable
                                                                                                                                                    4. Highly Flexible
                                                             Start Small & Fast


                                               Time




12
                                                                               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 Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI
     Metadata Portability Makes Merging Islands of BI Even Easier


                  Stage 1                                                                                              Stage 2                                                                                      Stage 3
           Disparate Islands of BI                                                                                 Merge Metadata                                                                              Consolidating Data
       All Running on MicroStrategy BI                                                        Leave Data Using MicroStrategy Multi-source                                                             Re-pointing Metadata to the EDW




                 Enterprise                                                                                         Enterprise                    HR          Sales                                                Enterprise       HR   Sales




                    Enterprise                                                                                      Enterprise                                                                                      Enterprise
                       DW                                                                                              DW                                                                                              DW




     Fin                                    HR                    Sales                            Fin                                           HR             Sales                                Fin



 Finance                                   HR                       Sales                       Finance                                         HR                Sales                          Finance                         HR         Sales
   Dept                                    Dept                     Dept                          Dept                                          Dept              Dept                             Dept                          Dept       Dept




13
                                                                                   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 Trends in Enterprise BI: 2. Extending BI to Operational Users
     Traditional BI Models Only Support 20% of An Enterprise Population

                                                                                   Well Supported by
                                                                                   Traditional BI
                                                                                                                                                                            1.      Constant access to computer systems
                                                                                     • Managers                                                                             2.      Time to learn BI systems
                                                                                     • Analysts                                                                             3.      Time to analyze data
                                                                                     • Information Workers                                                                  4.      Time to run many different reports
                                                                                                                                                                            5.      Jobs that require new ad hoc reports
                                  20%


                                                                                   NOT Well Supported
                                                                                   by Traditional BI

                                                                                     • Executives                                                                           1. Decision-makers, not report-makers
                               80%
                                                                                                                                                                            2. Do more, analyze less
                                                                                     • Line Managers
                                                                                                                                                                            3. Do not have enough time to learn or
                                                                                     • Operational Workers                                                                     use traditional BI systems




14
                                                                               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 Trends in Enterprise BI: 2. Extending BI to Operational Users
     Operational Reports and Traditional Dashboards Are Not Sufficient

        Traditional Dashboards

                                                                                                                                                                                          Sales Personnel
                                                                                                                                                                                          Customer Service
                                                                                                                                                                                          Consulting Mgrs
                                                                                           Easy to use… yet too little data                                                               Line Workers
                                                                                                                                                                                          Store Managers
                                                                                                                                                                                          Field Engineers
                                                                                                                                                                                          Claims Mgrs
                                                                                                                                                                                          Insurance Agents
                                                                                                                                                                                          Educators
        Operational Reports
                                                                                                                                                                                          Portfolio Mgrs
                                                                                            Lots of data… yet no insight
                                                                                                                                                                                          Factory Managers
                                                                                                                                                                                          Drivers
                                                                                                                                                                                          Technicians




15
                                                                               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 Trends in Enterprise BI: 2. Extending BI to Operational Users
     Combine the Best Characteristics of Operational Reports and Dashboards

        Traditional Dashboards

                                                                                                                                                                                 DashboardApp


                                                                                         • Embedded Interactivity
                                                                                         • Hundreds of Views




        Operational Reports

                                                                                                 • Compressed Data
                                                                                                 • Micro-Database




16
                                                                               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 Trends in Enterprise BI: 2. Extending BI to Operational Users
     Key Characteristics of DashboardApps


       DashboardApps are small self-running applications
       ideally suited for operational workers:

                                                                                            Contain a great range and depth of data
                                                                                            Use highly graphical dashboard-like displays
                                                                                            Contain hundreds of different views of the data
                                                                                            Are automatically “personalized” for every recipient
                                                                                            Can be delivered via e-mail daily, weekly, or monthly
                                                                                            Operate standalone, without any direct server access
                                                                                            Require no BI training, no log ins, no software



17
                                                                               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 Trends in Enterprise BI: 2. Extending BI to Operational Users
     Our Customers Are Beginning to Deploy a New Breed of Dashboard Application


                                                                                                                            900 Store Managers
            Retail                                                                                                          One large DashboardApp distributed daily
                                                                                                                            Content: Store Ops, KPI performance, benchmarking



            Food &                                                                                                         4,000 Store Managers
                                                                                                                           30,000 DashboardApps delivered daily
            Beverage                                                                                                       Content: Store operations



            Financial                                                                                                      15,000 Branch Managers
                                                                                                                           One large DashboardApp delivered daily
            Services                                                                                                       Content: Production data, Customer data, Financial



            Financial                                                                                                      2,000 Bank branches employees
                                                                                                                           Dashboard delivered daily
            Services                                                                                                       Content: Banking and retail operations


                                                                                                                           3,000 Retail Managers
            Retail                                                                                                         Dashboard delivered daily
                                                                                                                           Content: Manage inventory, improve margins

18
                                                                               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 Trends in Enterprise BI: 3. Mobile Intelligence
     The Mobile Internet is the 5th Major Technology Cycle of the Last Half Century




         Mainframe                                                 Mini                                                   Personal                                         Desktop Internet                    Mobile Internet
         Computing                                               Computing                                               Computing                                           Computing                          Computing


        Scheduled                                              Scheduled                                                Desktop                                                   Web                              Mobile
        Reporting                                              Reporting                                              Intelligence                                            Intelligence                      Intelligence




19
                                                                               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 Trends in Enterprise BI: 3. Mobile Intelligence
     Mobile Intelligence Expands Inputs and Usability 4X



                                                                                                                                                            Geolocation
                                                                                                                                                            Proximity Search


                                                                                                                     Multi-touch                                                                     Barcode
                                                                                                                     Data manipulation                                                               Reading



                                            PC                                                          Voice Notes                                       Mobile                                               Photo
                                                                                                        Phone                                                                                                  Research
                                           Apps                                                                                                           Apps


                                                                                                                       Orientation                                                            Device Info
                                                                                                                       and Motion                                                             Exchange

                                                                                                                                                                      Text pad
                                                                                                                                                                      Notes

20
                                                                               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 Trends in Enterprise BI: 3. Mobile Intelligence
     Mobile Intelligence Expands Information Opportunities by 10x




                                                                                                                                                        • 1 hour in the office @ Desk
      The                                                                                                                                               • Reports take 1 minute to run
                                                                                                                                                        • Time enough for 2 Reports per day
     @Desk
     Manager                                                                                                                                  Office




                                                                                                                                                          • 10 hours on the floor per day
      The                                                                                                                                                 • Targeted mobile queries take
                                                                                                                                                            seconds
     Mobile                                                                                                                                               • Any Decision, Anywhere

     Manager
                                                                                                                                                                      10X Impact
21
                                                                               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 Trends in Enterprise BI: 3. Mobile Intelligence
     Mobile Intelligence Expands User Opportunities by 100x

                     100%




               % Of Day
               Available                                                      Mobile Phone Usage, 2010
                                                                                      5 Billion

                                               Computer
                                                 Users
                                                1 Billion



                                              World Population                                                                                                                                                 7 Billion

                       Mobile Intelligence will change how we work and live with:
                         Customers, Employees, Partners, Vendors, Investors
22
                                                                               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 Trends in Enterprise BI: 3. Mobile Intelligence
     Web Based Business Intelligence vs. Mobile Apps




Web
Intelligence

                                                     Query & Reporting                                                                                                                    Dashboards Micro-
                                                                                                                                                                                             Applications




                                                                        Manager Revenue vs. Goal




     Mobile
     Intelligence


                                                                    Mobile BI                                                                                                                                  Apps
23
                                                                               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.
To See, Do, and Learn More with MicroStrategy and Aster Data…


                                                                                                View the Joint Aster Data – MicroStrategy Demonstration
                                                                                                For Users, Developers, and Administrators – See what the power of
                                                                                                MicroStrategy and Aster Data can do together.
                                                                                                http://www.asterdata.com/partners/microstrategy.php




                                                                                                  Reporting Suite – Free Reporting Software
                                                                                                  Free software bundle gives you state-of-the-art reporting
                                                                                                  www.microstrategy.com/FreeReportingSoftware/




                                                                                                  Introduction to Enterprise BI – Free Hands-On Class
                                                                                                  For Developers and Administrators - Learn about enterprise BI and the
                                                                                                  MicroStrategy Platform at this complimentary 1-day class:
                                                                                                  www.microstrategy.com/FreeBIclass




24
                                                                               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.

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20100506 aster data big data summit - microstrategy (shareable)

  • 1. BUSINESS INTELLIGENCE WITH MICROSTRATEGY BI at Scale Optimizing BI Delivery in Conjunction with the Database Matt Ipri, Director, MicroStrategy 1 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.
  • 2. Background MicroStrategy Overview • 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 200 Best Small Companies • Over 1 million business users at over 3,000 organizations • Direct operations in 41 cities in 23 countries across the world • Over 1,800 employees worldwide; 20% are dedicated to R&D • Over 50 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 Milan Utrecht Tokyo 2 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.
  • 3. Background Most Analysts Conclude that MicroStrategy is Best Overall BI Technology Analyst Evaluation IBI IBM Cognos Actuate SAP BO Actuate James Richardson #2 #3 #4 #5 #6 Kurt Schlegel MicroStrategy Critical Capabilities for Business Intelligence Rita Sallam #1 SAS Microsoft Jaspersoft 10 Core Capabilities Reporting #7 #8 #9 Feb 2009 Customer Survey Oracle Microsoft AS Hyperion Cognos AS Microsoft RS Nigel Pendse #2 #3 #4 #5 #6 1,901 Companies MicroStrategy 58 Countries 17 Major Categories #1 Bus. Obj. Cognos RS Crystal SAP Feb 2009 #7 #7 #9 #10 Analyst Evaluation & IBI Oracle SAS Hyperion Microsoft Customer Survey #2 #3 #4 #5 #6 MicroStrategy Daan Van Beek Norman Manley #1 Cognos Bizzcore Bus. Obj. SAP Actuate 70 Evaluation Criteria #7 #8 #9 #10 #11 Nov 2007 Analyst Evaluation IBI Oracle Cognos SAP Hyperion Kurt Schlegel #1 tie #1 tie #4 #5 #6 BI Platform Bhavish Sood MicroStrategy Capabilities 12 BI Capabilities #1 Bus Obj. QlikTech Panorama Microsoft SAS Rating 220 Distinct Criteria #7 #8 #8 #10 #11 April 2007 Analyst Evaluation SAP BO Oracle IBM Cognos SAS Microsoft #2 #3 #4 tie #4 tie #4 tie Cindi Howson MicroStrategy Hands-on testing 100+ Criteria Tested #1 IBI QlikTech Q1 2009 #7 #8 3 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.
  • 4. Background MicroStrategy is a Database-Aware Business Intelligence Platform MicroStrategy Other BI Tools Aware of and Takes Advantage Database- Make Use Only of Generic Database specific Attributes and Strengths Attributes MicroStrategy Other BI Tools Generic DB Generic DB X Attributes Attributes DB-specific DB-specific Strengths Strengths 4 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.
  • 5. MicroStrategy Offers Specific Benefits in Integrating with Database Platforms Query Faster Generate Database-Specific SQL Give the DBA Detailed Levels of Control with Control the Details Hundreds of VLDB Settings Move the Least Push-Down Analytics and Functions Amount of Data Architect Intelligently MicroStrategy is Aggregate Aware 5 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.
  • 6. DB-specific SQL Generation MicroStrategy Generates SQL specific to the database being accessed, even if multiple sources are being queried • Syntax is optimized for each database platform • Common syntax patterns are abstracted so that they can vary by RDBMS (e.g., Create Temp Table Pattern = “create temp table #0#1 with no log #2”) MicroStrategy SQL Engine DB-Optimized DB-Optimized DB-Optimized DB-Optimized Query Query Query Query Data Operational Data Departmental Warehouse Databases Warehouse Databases 6 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.
  • 7. Hundreds of VLDB Settings There are more than 100 VLDB Settings and Properties Available to the User • Key Categories of Settings include: 1. Query Optimizations 2. SQL Pass Optimizations (Multi-pass and Single-pass Optimizations) 3. Calculation Optimizations 4. Join Optimizations 5. Indexing Optimizations • Many are for backwards compatibility when SQL generation changes • Some change semantics; some change only syntax • Some affect result data; some affect only query performance • Some do not affect SQL generation at all • A few apply only to specific database platforms 7 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.
  • 8. Optimized Push-down Analytics MicroStrategy has a Huge Internal Analytics Library, but will push down Calculations to the DB when Possible • MicroStrategy Provides an Un-matched Library of Analytics OOTB, including: • 40+ Basic Mathematical Functions & Operators (e.g., Sum, Avg, etc.) • 20+ Date & Time Functions (e.g., “DayofYear”) • 50+ Financial Functions (e.g., NPV, IRR, etc.) • 20+ Advanced Predictive Algorithms (e.g., Linear Regression, Tree Regression, Neural Networks, etc.) • And Hundreds of others… • MicroStrategy also Provides the Ability to Define Any Custom Functions • But to make best use of the DB power, MicroStrategy will push down analytics as much as possible to the DB to perform calculations, joins, aggregations, etc • This ensures that the LEAST amount of data is moved from the DB to the BI layer 8 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.
  • 9. Aggregate Awareness MicroStrategy provides the ability to detect and automatically use aggregate tables in the data warehouse. • MicroStrategy calculates the “size” of every table as it is added to the metadata or model. • The “size” is an integer number that represents the granularity or level of aggregation of a particular table. It is not related to the physical size of the tables (number of rows). • It is calculated according to the attributes that are present in the table and their position in their respective hierarchies. The higher the attribute level smaller is its contribution to the logical table size. • Based on this “size”, the MicroStrategy SQL Engine intelligently sources the query to the table that will return the accurate results the fastest, using the least resources and passes of SQL 9 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.
  • 10. Specific MicroStrategy Optimizations for Aster Data • Aster Data nCluster-specific SQL syntax – RANK function – OLAP functions – Full outer joins – Use of CASE expressions • Multi-pass SQL for analytical sophistication – Partition key on intermediate tables – SELECT INTO syntax for speed • Extensions to Aster Data nCluster functionality – Aggregate awareness with physical summary tables – Middle-tier caching via Intelligent Cubes – Report caching • Seamless support for key Aster Data nCluster features – Aster Data nCluster function library – Can create views based on SQL-MapReduce and query from MicroStrategy – Working integration with Aster Data SQL-MapReduce functions like nPath 10 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.
  • 11. Key Trends in Enterprise BI 1. Moving Intelligently Towards Enterprise BI 2. Extending BI to Operational Users 3. Mobile Intelligence 11 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.
  • 12. Key Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI Start Small & Fast for Simple Projects, Preserving the Ability to Grow Start Small & Fast with MicroStrategy while: Grow to Any Scale Preserving the option to: 1. Grow to Any Scale 2. Grow to Any Level of Sophistication Expertise And still have an infrastructure that is: 3. Highly Maintainable 4. Highly Flexible Start Small & Fast Time 12 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.
  • 13. Key Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI Metadata Portability Makes Merging Islands of BI Even Easier Stage 1 Stage 2 Stage 3 Disparate Islands of BI Merge Metadata Consolidating Data All Running on MicroStrategy BI Leave Data Using MicroStrategy Multi-source Re-pointing Metadata to the EDW Enterprise Enterprise HR Sales Enterprise HR Sales Enterprise Enterprise Enterprise DW DW DW Fin HR Sales Fin HR Sales Fin Finance HR Sales Finance HR Sales Finance HR Sales Dept Dept Dept Dept Dept Dept Dept Dept Dept 13 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.
  • 14. Key Trends in Enterprise BI: 2. Extending BI to Operational Users Traditional BI Models Only Support 20% of An Enterprise Population Well Supported by Traditional BI 1. Constant access to computer systems • Managers 2. Time to learn BI systems • Analysts 3. Time to analyze data • Information Workers 4. Time to run many different reports 5. Jobs that require new ad hoc reports 20% NOT Well Supported by Traditional BI • Executives 1. Decision-makers, not report-makers 80% 2. Do more, analyze less • Line Managers 3. Do not have enough time to learn or • Operational Workers use traditional BI systems 14 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.
  • 15. Key Trends in Enterprise BI: 2. Extending BI to Operational Users Operational Reports and Traditional Dashboards Are Not Sufficient Traditional Dashboards Sales Personnel Customer Service Consulting Mgrs Easy to use… yet too little data Line Workers Store Managers Field Engineers Claims Mgrs Insurance Agents Educators Operational Reports Portfolio Mgrs Lots of data… yet no insight Factory Managers Drivers Technicians 15 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.
  • 16. Key Trends in Enterprise BI: 2. Extending BI to Operational Users Combine the Best Characteristics of Operational Reports and Dashboards Traditional Dashboards DashboardApp • Embedded Interactivity • Hundreds of Views Operational Reports • Compressed Data • Micro-Database 16 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.
  • 17. Key Trends in Enterprise BI: 2. Extending BI to Operational Users Key Characteristics of DashboardApps DashboardApps are small self-running applications ideally suited for operational workers: Contain a great range and depth of data Use highly graphical dashboard-like displays Contain hundreds of different views of the data Are automatically “personalized” for every recipient Can be delivered via e-mail daily, weekly, or monthly Operate standalone, without any direct server access Require no BI training, no log ins, no software 17 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.
  • 18. Key Trends in Enterprise BI: 2. Extending BI to Operational Users Our Customers Are Beginning to Deploy a New Breed of Dashboard Application 900 Store Managers Retail One large DashboardApp distributed daily Content: Store Ops, KPI performance, benchmarking Food & 4,000 Store Managers 30,000 DashboardApps delivered daily Beverage Content: Store operations Financial 15,000 Branch Managers One large DashboardApp delivered daily Services Content: Production data, Customer data, Financial Financial 2,000 Bank branches employees Dashboard delivered daily Services Content: Banking and retail operations 3,000 Retail Managers Retail Dashboard delivered daily Content: Manage inventory, improve margins 18 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.
  • 19. Key Trends in Enterprise BI: 3. Mobile Intelligence The Mobile Internet is the 5th Major Technology Cycle of the Last Half Century Mainframe Mini Personal Desktop Internet Mobile Internet Computing Computing Computing Computing Computing Scheduled Scheduled Desktop Web Mobile Reporting Reporting Intelligence Intelligence Intelligence 19 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.
  • 20. Key Trends in Enterprise BI: 3. Mobile Intelligence Mobile Intelligence Expands Inputs and Usability 4X Geolocation Proximity Search Multi-touch Barcode Data manipulation Reading PC Voice Notes Mobile Photo Phone Research Apps Apps Orientation Device Info and Motion Exchange Text pad Notes 20 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.
  • 21. Key Trends in Enterprise BI: 3. Mobile Intelligence Mobile Intelligence Expands Information Opportunities by 10x • 1 hour in the office @ Desk The • Reports take 1 minute to run • Time enough for 2 Reports per day @Desk Manager Office • 10 hours on the floor per day The • Targeted mobile queries take seconds Mobile • Any Decision, Anywhere Manager 10X Impact 21 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.
  • 22. Key Trends in Enterprise BI: 3. Mobile Intelligence Mobile Intelligence Expands User Opportunities by 100x 100% % Of Day Available Mobile Phone Usage, 2010 5 Billion Computer Users 1 Billion World Population 7 Billion Mobile Intelligence will change how we work and live with: Customers, Employees, Partners, Vendors, Investors 22 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.
  • 23. Key Trends in Enterprise BI: 3. Mobile Intelligence Web Based Business Intelligence vs. Mobile Apps Web Intelligence Query & Reporting Dashboards Micro- Applications Manager Revenue vs. Goal Mobile Intelligence Mobile BI Apps 23 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.
  • 24. To See, Do, and Learn More with MicroStrategy and Aster Data… View the Joint Aster Data – MicroStrategy Demonstration For Users, Developers, and Administrators – See what the power of MicroStrategy and Aster Data can do together. http://www.asterdata.com/partners/microstrategy.php Reporting Suite – Free Reporting Software Free software bundle gives you state-of-the-art reporting www.microstrategy.com/FreeReportingSoftware/ Introduction to Enterprise BI – Free Hands-On Class For Developers and Administrators - Learn about enterprise BI and the MicroStrategy Platform at this complimentary 1-day class: www.microstrategy.com/FreeBIclass 24 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.