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                      The Ventana Research
   Product Assessment Guide
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ly reap the full value of IT for performance management.            To utilize the Assessment Guide, we recommend you
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tion and detail that supports the metrics. It also           Integrate
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        the goals set and outline the methods for the rest        6. Determine master list of vendors. At this step, yo...
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Performance Management
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Performance Management

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  1. 1. BROUGHT TO YOU BY The Ventana Research Product Assessment Guide for Performance Management What’s Inside: > Performance Management performance management capabilities. Ventana > How to Use the Assessment Guide Research created the Product Assessment Guide to assist you in assessing more than 60 products > PerformanceCycle: Process Steps, from 17 vendors for your new and existing per- Functionalities, and Capabilities Defined formance management-related BI solutions. We designed this Assessment Guide to be > DecisionCycle used with the Ventana Research Decision- Cycle™. The DecisionCycle is a unique method- > Real-World Business Examples Applying the ology that applies business and IT requirements DecisionCycle in a rational process to help companies select the software that will best align to the needs of > Disclaimer the people and roles within their organizations. Ventana Research recommends that you use > About Ventana Research this product assessment guide in the context of the DecisionCycle methodology. All successful business and IT projects must have structure from “THE VENTANA RESEARCH PRODUCT ASSESSMENT GUIDE start to completion, and your BI/performance for Performance Management” is an aid to management project is no exception. The assess and recommend BI technologies — such DecisionCycle identifies the steps necessary for as query, reporting, analysis, planning, informa- successful vendor selection and provides the tion delivery, and data mining — that provide framework and process to rapidly and accurate- OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 1
  2. 2. ly reap the full value of IT for performance management. To utilize the Assessment Guide, we recommend you read the section on The DecisionCycle. HOW TO USE THE PRODUCT ASSESSMENT GUIDE The Assessment Guide is based on the Ventana We designed the Ventana Research Product Assessment Research PerformanceCycle, the framework used to suc- Guide for Performance Management to be used with the cessfully implement performance management. The DecisionCycle Methodology, the Ventana Research PerformanceCycle and this Assessment Guide employ a methodology for assessing and evaluating software for closed-loop, three-step “understand-optimize-align” new or existing performance management initiatives. process that enables organizations to manage perfor- mance. The Assessment Guide lists products and indi- Process Requirements Capabilities cates which capabilities in the “understand-optimize- Understand Model Define Manipulate align ” process each product supplies. Business Rules Within each of the three process steps is a subset of Manage Functional Requirements, and within each Functional Access Source Requirement is a subset of Functional Capabilities. Integrate Access (See Table 1.) Manage Using the DecisionCycle methodology, you must Discover Query define user groups (managers, analysts, business users, Calculate Analyze and so on), the necessary Functional Requirements, and Interact Navigate the Functional Capabilities from Table 1 for each Interact Requirement based on the needs of the user groups. Present Once you have these defined, you can refer to the Search Optimize Project Forecast Assessment Guide to see which vendors and products Plan best fit your users’ needs. Mine The three PerformanceCycle steps and their corre- Collaborate Publish sponding Functionality Requirements and Capabilities Share Interact are described in the section “PerformanceCycle: Process Coordinate Steps, Functionalities, and Capabilities Defined.” Integrate Customize Integrate Act Update PERFORMANCECYCLE: PROCESS STEPS, Communicate FUNCTIONALITIES, AND CAPABILITIES DEFINED Recommend In this section, each of the three steps in the Align Target Vision & Mission PerformanceCycle is defined and is then followed by Goal Setting Objective Definition its Functional Requirements and Capabilities. This pre- Benchmark sentation of Process, Functional Requirement, and Score Dashboard Functional Capability follows the format of the Scorecard Assessment Guide. Custom Application Inform Define Output PERFORMANCECYCLE PROCESS 1: UNDERSTAND Deliver To comprehend the status of the business or process- Personalize Automate Alert es through modeling, accessing, discovering, and Agents interacting with information. TA B L E 1 Components of the PerformanceCycle. Refer to the PerformanceCycle section for component definitions and examples. 2 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
  3. 3. ≤< Model metadata. It also includes the capability to do spe- > > Define: Define logical business models, dimensions, cific-level manipulation of queries through setting < hierarchies, levels, attributes, and numeric and text limits and attributes and through multi-step query- > metrics. It also includes the ability to handle time- ing, and joining of results. In addition, it offers the series-related structures, information security, for- ability to cache query results, perform aggrega- eign languages, and logical model management. tions, execute stored procedures and inner and > Manipulate: Modify logical business models by outer joins, query text metrics, and audit queries. grouping business model levels and creating > Calculate: Calculate columns and custom and custom hierarchies. It also requires the ability to derived metrics, including subtotal, aggregate, support aliases and user-based naming of mem- what-if, and a whole set of calculation functions bers of the business model. — mathematical, statistical, logical, financial, > Business Rules: Define business rules at the metric date, and numerical. It also includes the capabil- and member level and as a mathematical formula. ity to automatically add subtotals and totals on > Manage: Manage the model within the product Web and Windows clients. or RDBMS. It also includes the ability to audit, > Analyze: Build derived metrics from source and deploy, and synchronize models for use through- resulting metrics. It also includes the capability to out an organization. build top/bottom, rank by count, value, and per- centage, analyze time series, and perform analy- Access ses using scatter, bubble, and clustering methods. > Source: Access data from a RDBMS, multidimen- sional database management system (MDBMS), Interact and XML. It also includes the capability to access > Navigate: Drill down and drill across on informa- data from any ERP or CRM application suite at the application level. > Integrate: Integrate information from RDBMSs Performance Management via SQL or XML into a document, report, table, and/or chart. Companies are searching for ways to bring IT invest- > Access: Define users or groups and customize ments in line with their most critical business priorities. the view of the portal or access mechanism to This quest has created a shift from transaction-centric information. It also includes the capability to to information-centric approaches that facilitate collab- access documents directly from a portal, oration and information to drive action on decisions throughout organizations. This transition is the impetus Microsoft Excel, URL, and wireless or mobile behind a new class of software capabilities evolving devices via text or voice. It also includes the capa- from the roots of BI: performance management. bility to synchronize a document with a client Performance management is the strategy, method- ologies, and processes of managing the performance computer or mobile device. of the organization and its business network by lever- > Manage: Save regular and external documents aging assets to achieve a common set of goals and with attributes into a category catalog. It also objectives. This approach focuses on understanding, includes the capability to refresh documents and optimizing, and aligning actions and decisions by ensuring the collaboration and empowerment of all save them in XML. individuals across the business network. It enables all individuals to work across strategic, tactical, and oper- Discover ational levels to align actions to ensure optimal per- > Query: Create and save queries and results as well formance for business processes or operations. as directly query physical tables and columns and OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 3
  4. 4. tion and detail that supports the metrics. It also Integrate includes the capability to interact in other meth- > Customize: Build customer user interfaces using ods that can support the Understand process. scripting, custom controls, and use graphics to > Interact: Pivot, page, and sort in a report or drive applications. It also includes the capability table along with filter by members, metrics, and to build applications using an API or SDK and attributes. It also includes the capability to build value-added components on top of these graphically select information and create a result- interfaces. ing document or presentation. > Integrate: Integrate documents, query interfaces, > Present: Display information in a report, chart, map, document catalogs, external documents, and Web table, financial report, and text form. It also includes sites into a portal. It also includes the capability to the ability to format presentation elements, such as integrate documents into CRM and ERP applica- the border, cell, text, range of values, and so on. tions, application servers, and Lightweight > Search: Search a repository for documents or Directory Access Protocol (LDAP) and NT LanMan contents in the document. (NTLM) interfaces. PERFORMANCECYCLE PROCESS 2: OPTIMIZE Act To make performance as effective as possible through > Update: Update RDBMSs with information from forecasting, collaboration, integration, and action taking. a document, report, table, metrics, and other sources. Project > Communicate: Embed text with metrics, mem- > Forecast: Forecast from base data, percentage, bers, and documents and create notes for read- numbers, rules, and user-defined values. ing comments or observations. It also includes > Plan: Modify the business model into scenarios, the capability to send XML, wireless markup lan- perform simulations to recalculate a model, and guage (WML), HTML, and messages via Java mes- save the versions and business model scenarios, saging service (JMS). simulations, and plans. > Recommend: Make recommendations for what > Mine: Mine data based on decision trees, induc- actions to take next, create summary documents for tion rules, statistical trees, neural nets, and other further analysis, and create and integrate recommen- methods. It also includes the capability to output dations from analytics to enterprise applications. results sets into a RDBMS for use in other systems and export data-mining models to Predictive Model PERFORMANCECYCLE PROCESS 3: ALIGN Markup Language (PMML). To adjust action through goal setting, scoring, notify- ing, and automating performance management. Collaborate > Publish: Directly email documents to individuals Target or groups in the organization. > Vision and Mission: Define a vision, mission, > Share: Share documents among individuals and and business strategy that is accessible by users categories. in the organization. > Interact: Make notations, annotations, and com- > Goal Setting: Define goals and align metrics to ments in newsgroups and embed video clips and the users in an organization. documents. > Objective Definition: Define objectives that are > Coordinate: Approve documents and define a connected to goals and metrics. workflow for document routing. > Benchmark: Define benchmarks for setting goals at 4 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
  5. 5. ≤< the user and group levels. It also includes the capa- based on variance and ranges. It also includes > bility to import benchmark metrics for comparison. the capability to change information in a docu- < ment based on a monitor or schedule an alert to > Score run automatically. > Dashboard: Display information that something > Agents: Define an agent to take action based on is out of alignment using special indicators, another action through a workflow, with business including visualization, meter, gauge, trend, and logic, or directly take action. It also includes the underlying threshold. capability to schedule agents to run on a custom > Scorecard: Link information from goals and objec- schedule. tives to metrics, define and visualize organizational hierarchy, and implement and certify on Balanced VENTANA RESEARCH DECISIONCYCLE Scorecard Collaborative methodology. It also PROJECT METHODOLOGY includes the capability to define and display cause- The DecisionCycle methodology includes an eight-step and-effect diagrams, support cascading or hierar- project management process for BI and performance chical scorecards, and build graphical relationships management initiatives. Ventana Research designed between metrics and goals and objectives. the DecisionCycle to address the usually separate and > Custom Application: Build a custom application critical business and IT issues that put these projects for scoring performance with business logic. at risk. We designed the Ventana Research Product Assessment Guide for Performance Management to be Inform used with the Ventana Research DecisionCycle. The > Define: Define documents in a WYSIWYG envi- Product Assessment Guide uses criteria defined in the ronment and format documents with graphics, PerformanceCycle discussed in preceding sections of colors, and cells using fonts, colors, alignment, this report. borders, and patterns. It also includes the capa- Many BI, reporting, and dashboard projects fail to bility to build a report template, cascading style reach their full potential because they don’t use a sheets, drag-and-drop dimensions, prompted methodology to match the right technology to meet reports, and master-detail reports. the business users’ needs. Applying the right software > Output: Output documents in PDF, XLS, HTML, is a critical step in understanding how to leverage and XML formats along with automatically refresh- information to gain insight and improve productivity ing data. It also includes the capability to output and effectiveness throughout your organization. documents to printers using National Language Here’s a quick overview of the Ventana Research Support and to support briefing books formats. DecisionCycle Methodology: > Deliver: Define documents to be automatically 1. Define business goals. Define the mission of the busi- generated and delivered via bursting and run ness project by answering the following: What are the schedules for delivery via email, fax, voice, print- specific goals and desired benefits for this project? er, and the Web. It also includes the capability to The goals must relate to strategy and plans and how subscribe to document delivery. they link people and key performance indicators. > Personalize: Personalize the user interface 2. Define business requirements. Define the busi- based on login, groups, rules, new information, ness requirements to achieve the business goal and predictive technology. (the specific items or actions that must be com- pleted). What must be done, from a business per- Automate spective, to achieve the defined goals? The busi- > Alert: Set a monitor or threshold for a metric ness requirements help provide context for the OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 5
  6. 6. specific capabilities that are required and will criteria, and select the vendor for the business pro- drive the user community classification. ject. This evaluation should include a proof of con- 3. Define user community. Define the users involved in cept to assess and validate vendor products. This achieving the business goals across the entire user step will determine the vendor that best fits the community spectrum. Who is involved in achieving business project. the business goals? The user community is critical to determine the types of users. Every organization REAL-WORLD BUSINESS EXAMPLES will have different classifications but typically, you APPLYING THE DECISIONCYCLE find roles such as management, analysts, business Every organization can use the Ventana Research users, and information consumers. DecisionCycle methodology to improve any business 4. Define functional requirements. Define what func- process, organizational unit, or business area. To tionality will achieve the business requirements for demonstrate the full potential of the DecisionCycle to the user community. What must be done and who assess, evaluate, and select the appropriate BI solu- will do it? Your organization must research, define, tions for your performance management projects, here and validate the functional requirements across the are two real-world examples. user communities to ensure their applicability and specificity. Manufacturing 5. Define functional capabilities. Define what func- A manufacturing company must manage a particular tional capabilities must be provided to meet users’ product line to ensure profitability. This is a significant functional requirements. This definition will encom- challenge that requires collecting information from pass a list of the specific tasks or capabilities need- across the organization. The tools that users need to ed for each functional requirement. How is each achieve the goal of managing the product's performance requirement satisfied by the functional task? The are critical. This business challenge applies to all organi- functional capabilities provide context to the indi- zations that sell products or services to customers. vidual capabilities that can support the tasks that 1. Define business goals. The mission of the busi- are part of a user’s role and responsibility. ness project is to maximize product sales while 6. Determine master list of vendors. Determine the maintaining manufacturing costs to achieve prod- vendors that most closely align to the functional uct profitability, which will improve the financial requirements and capabilities and determine the statement margins and stakeholder value. master list of vendors. Who are the vendors that 2. Define business requirements. To achieve the goal, provide the required functionality? By identifying the company must assess product performance users, functional requirements, and capabilities, across customers and determine ways to maximize you can arrive at a scoring model that will bench- marketing and sales efforts. In addition, the compa- mark products efficiently. ny must look for ways to keep manufacturing and 7. Define business and technology criteria. Define the operational costs at or below their current levels. complete business and technology selection crite- 3. Define user community. The users involved in this ria to choose a short list of vendors. These criteria project will span across communities. The com- could include usability, manageability, reliability, pany used the predefined user categories of the functionality, adaptability, TCO, ROI, and vendor Ventana framework as a basis. validation. These criteria generate the next level of > Management will set goals and assess progress, scores to determine your vendor short list. along with having access to high-level operational, 8. Evaluate and select vendor. Fully evaluate the short manufacturing, and customer performance data. list of vendors based on business and technology > Analysts must determine how they can achieve 6 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
  7. 7. ≤< the goals set and outline the methods for the rest 6. Determine master list of vendors. At this step, you > of the organization in order to reach the objectives. determine the master list of vendors that most < > Business users will have the capability to monitor closely align to the functional requirements and > efforts on a weekly basis and guide individuals capabilities. You do this by determining a scoring toward targets. mechanism to reduce the total numbers of vendors > Information consumers will have the ability to that you can more closely examine for the project. understand their contributions and align their While steps 1-6 of the DecisionCycle methodology efforts on a daily basis. focus on matching users’ needs to vendor capabilities, 4. Define functional requirements. Using the prede- steps 7 and 8 involve defining business and technology fined functional requirements outlined in Table 1 requirements other than user needs that you will use to or the PerformanceCycle section, you determine determine the short list of vendors that you will fully the needs of your users. Based on this determina- evaluate for your business project. Then, you will match tion, you can either list the needs across all users capabilities and project experience from your vendor or group it by user classes to rank each functional short list to your company’s specific strategies and capability by how essential it is for users. In this technologies, leading to final selection of a vendor. example, users have the following needs: > Management must set goals, assess progress, Telecommunications benchmark performance, and have access to infor- A telecommunication company must optimize its cus- mation to analyze key performance indicators. tomer interactions to maximize revenue and achieve Managers’ requirements include Access, Discover, higher levels of customer satisfaction. This business Interact, Collaborate, Target, and Score. challenge applies across organizations that sell prod- > Analysts must model customer segments and ana- uct or services. This scenario requires a complete lyze product-related supply chain information to understanding of your customers and how to develop optimize marketing and selling. Analysts’ require- effective offers to them through any channel. ments include Model, Access, Discover, Interact, 1. Define business goals. The mission is to increase Project, Collaborate, Inform, and Automate. revenue by optimizing customer interactions across > Business users across sales, marketing, and manu- all channels, which will improve revenue and maxi- facturing must analyze and monitor customer and mize return on investment in CRM technologies. product information that is relevant to their roles and 2. Define business requirements. To achieve this responsibilities. They must communicate issues and goal, you must develop customer models that opportunities for meeting business goals. Business will determine how to target the customers that users’ requirements include Access, Discover, are most likely to purchase products. The result Interact, Collaborate, Act, Score, Inform, and will be to develop interaction campaigns across Automate. all channels. Then you must assess and optimize > Information consumers must understand their performance of the interaction campaigns. performance and have their actions aligned to the 3. Define user community. Again, the users involved business goals. Individuals’ requirements include in this project will span across communities. Collaborate, Act, Score, Inform, and Automate. > Management must assess progress, along with hav- 5. Define functional capabilities. Choosing from the ing access to high-level key performance indicators predefined functional capabilities [outlined in to assess performance across the customer base. Table 1 that best meet your functional require- > Analysts must build customer models and ana- ments, you assemble a list of questions for soft- lyze the supply chain to determine which prod- ware vendors to answer. ucts will be promoted through which channels. OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 7
  8. 8. > Business users will have the capability to moni- Disclaimer tor efforts on a weekly basis and guide individu- Ventana Research completed “The Ventana Research Product Assessment Guide for Performance Management” indepen- als toward the target. dently of vendors. The review process did not include any > Information consumers will be influenced by advertising or vendor influence. We invited a wide array of ven- dors of all sizes to participate. However, we have not provided sales, service, and marketing efforts on what to any vendor published in this guide with preferential treatment. offer customers. They will have the ability to under- This guide is independent of subject- or vertical-area stand their performance as compared to others and applications (such as CRM, supply chain, or telecommunica- tions). The intent is not to give any weight to or detract from align their daily operational roles. the value of a buy approach for packaged analytic applica- 4. Define functional requirements. You perform the tions, but to give you insight into the build-or-deploy approach to meet your business needs. This approach lets same tasks as in the previous scenario at this stage any vendor demonstrate its support for the breadth and to determine the capabilities required by each user depth of functionality required for optimizing decision-mak- class: ing throughout the organization. The scoring of the functional capabilities is based on > Management must set goals, assess progress, bench- answers to specific functionality questions provided by the mark performance, and understand the effects on the vendors with validation by Ventana Research. Ventana Research calculated scores based on the number of positive bottom line. Functional capabilities required for man- acknowledgments of the functional capability questions agers include Discover, Collaborate, Target, and Score. divided by the total number of questions in the subcategory. > Analysts must model customer segments, devel- It is important to understand that vendors’ products are designed for certain capabilities or types of users, and a low op target customers with recommended cam- rating may not indicate that the product is lacking sufficient paigns, and analyze results to optimize customer capabilities to be used in your project. This review is intend- ed to demonstrate how the methodology is applied to ven- relationships. Functional capabilities required for dors’ products but is based on the capability questions we analysts include Model, Access, Discover, Interact, have provided as examples. Project, Collaborate, Integrate, Act, Inform, and Automate. > Business users across sales, marketing, and service About Ventana Research must analyze and monitor customer behavior and communicate issues and opportunities to analysts Ventana Research is a leading research and and management. Functional capabilities required advisory services firm committed to providing for business users includes Access, Discover, Interact, credible and objective insight and education on Collaborate, Act, Score, Inform, and Automate. the best practices, methodologies and technologies that enable organizations to utilize > Information consumers must take recommenda- information assets and resources to achieve tions that are presented to them in operational sys- business performance management. tems, portals, or any application they use while Unlike other firms, which are often challenged interacting with the customer. Customers will also by their abilities to sustain breadth and depth of research, Ventana Research provides one research receive recommendations via e-business interac- framework for complete business and technology tions and will have the opportunity to dynamically coverage in a particular market — performance react to the campaign. Functional capabilities management. This gives Ventana Research the unique ability to put research and market trends required for individuals include Collaborate, Act, into context for the specific needs of business and Score, Inform, and Automate. IT end users and vendor communities. Steps 5 and 6 are the same as in the previous sce- Ventana Research performs quantitative and nario to achieve a master list of vendors that best meet qualitative research and offers a range of services including annual subscription services, primary your functional requirements. and custom research, strategic consulting, re- Again, Steps 7 and 8 involve DecisionCycle processes search studies, and speaking and writing services. not discussed in this report. " Copyright © 2003, Ventana Research. 8 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
  9. 9. 1 Understand Functional Requirements Model Access Discover Interact Manipulate Integrate Calculate Navigate Business Interact Analyze Present Manage Manage Access Source Search Define Query Rules Functional Capabilities Company Product Actuate Corp e.Analysis Option 7 e.Report Option 7 e.Spreadsheet Option 7 Alphablox Corp. Alphablox 5 Applix Inc. Integra 1.2 TM1 8.1 ArcPlan Inc. dynaSight 3.5 Business Objects SA Application Foundation v6 BusinessObjects Enterprise v6 BusinessObjects Designer v6 BusinessQuery v6 for Microsoft SQL Server & Excel InfoView & Mobile Portal v6 WebIntelligence v6 Cognos Inc. Cognos Enterprise Planning v7.1 Impromptu Web Reports Series 7 v2 Cognos Metrics Manager 2.0 Cognos NoticeCast Series 7 v2 PowerPlay Series 7 v2 Cognos ReportNet 1.01 Visualizer Series 7 v2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  10. 10. 2 Understand Functional Requirements Model Access Discover Interact Manipulate Integrate Calculate Navigate Business Interact Analyze Present Manage Manage Access Source Search Define Query Rules Functional Capabilities Company Product Computer Associates CleverPath EUREKA:Strategy 6.2 International Inc. CleverPath Forest & Trees 7 CleverPath OLAP 5.1 CleverPath Predictive Analysis Server 2.0 CleverPath Reporter 4.1 Crystal Decisions Inc. Crystal Analysis Professional 9.0 Crystal Enterprise 9.0 Crystal Reports 9.0 Balanced Scorecard Epistemic Corp. Epistemic Analytics Toolkit 2.0 Hummingbird Ltd. BI Suite 8 BI Analyze 8 BI Query 8 BI Server 8 BI Web 8 Informatica Corp. PowerAnalyzer 4.0 Information Builders Inc. WebFocus Maintain 5.2 WebFocus Managed Reporting 5.2 WebFocus ReportCaster 5.2 WebFocus Reporting Server & Tools 5.2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  11. 11. 3 Understand Functional Requirements Model Access Discover Interact Manipulate Integrate Calculate Navigate Business Interact Analyze Present Manage Manage Access Source Search Define Query Rules Functional Capabilities Company Product Microsoft Corp. Microsoft SQL Server 2000 - Analysis Services Microsoft Data Analyzer 1.0 MicroStrategy Inc. MicroStrategy 7i 7.2.2 Platform MicroStrategy Narrowcaster 7i 7.2.2 MicroStrategy Web 7i 7.2.2 Oracle Corp. Oracle9i Developer Suite OutlookSoft Corp. OutlookSoft Enterprise Analytic Portal 3.2 Pilot Software Pilot BusinessAnalyzer 8.1 Pilot BusinessMonitor 8.0 ProClarity Corp. ProClarity Analytics Platform 5 QlikTech Inc. Qlikview Enterprise 6.0 QlikView Publisher 6.0 QlikView Server 6.0 QlikView Professional 6.0 QlikView Analyzer 6.0 SAP AG mySAP Business Intelligence 3.0 Silvon Software Inc. Stratum 3.0 (Enterprise Performance Management Applications) Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  12. 12. 1 Optimize Functional Requirements Project Collaborate Integrate Act Communicate Recommend Coordinate Customize Integrate Forecast Interact Publish Update Share Mine Plan Functional Capabilities Company Product Actuate Corp e.Analysis Option 7 e.Report Option 7 e.Spreadsheet Option 7 Alphablox Corp. Alphablox 5 Applix Inc. Integra 1.2 TM1 8.1 ArcPlan Inc. dynaSight 3.5 Business Objects SA Application Foundation v6 BusinessObjects Enterprise v6 BusinessObjects Designer v6 BusinessQuery v6 for Microsoft SQL Server & Excel InfoView & Mobile Portal v6 WebIntelligence v6 Cognos Inc. Cognos Enterprise Planning v7.1 Impromptu Web Reports Series 7 v2 Cognos Metrics Manager 2.0 Cognos NoticeCast Series 7 v2 PowerPlay Series 7 v2 Cognos ReportNet 1.01 Visualizer Series 7 v2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  13. 13. 2 Optimize Functional Requirements Project Collaborate Integrate Act Communicate Recommend Coordinate Customize Integrate Forecast Interact Publish Update Share Mine Plan Functional Capabilities Company Product Computer Associates CleverPath EUREKA:Strategy 6.2 International Inc. CleverPath Forest & Trees 7 CleverPath OLAP 5.1 CleverPath Predictive Analysis Server 2.0 CleverPath Reporter 4.1 Crystal Decisions Inc. Crystal Analysis Professional 9.0 Crystal Enterprise 9.0 Crystal Reports 9.0 Balanced Scorecard Epistemic Corp. Epistemic Analytics Toolkit 2.0 Hummingbird Ltd. BI Suite 8 BI Analyze 8 BI Query 8 BI Server 8 BI Web 8 Informatica Corp. PowerAnalyzer 4.0 Information Builders Inc. WebFocus Maintain 5.2 WebFocus Managed Reporting 5.2 WebFocus ReportCaster 5.2 WebFocus Reporting Server & Tools 5.2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  14. 14. 3 Optimize Functional Requirements Project Collaborate Integrate Act Communicate Recommend Coordinate Customize Integrate Forecast Interact Publish Update Share Mine Plan Functional Capabilities Company Product Microsoft Corp. Microsoft SQL Server 2000 - Analysis Services Microsoft Data Analyzer 1.0 MicroStrategy Inc. MicroStrategy 7i 7.2.2 Platform MicroStrategy Narrowcaster 7i 7.2.2 MicroStrategy Web 7i 7.2.2 Oracle Corp. Oracle9i Developer Suite OutlookSoft Corp. OutlookSoft Enterprise Analytic Portal 3.2 Pilot Software Pilot BusinessAnalyzer 8.1 Pilot BusinessMonitor 8.0 ProClarity Corp. ProClarity Analytics Platform 5 QlikTech Inc. Qlikview Enterprise 6.0 QlikView Publisher 6.0 QlikView Server 6.0 QlikView Professional 6.0 QlikView Analyzer 6.0 SAP AG mySAP Business Intelligence 3.0 Silvon Software Inc. Stratum 3.0 (Enterprise Performance Management Applications) Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  15. 15. 1 Align Functional Requirements Target Score Inform Automate Goal Setting Personalize Benchmark Application Dashboard Scorecard Vision and Definition Objective Mission Custom Deliver Agents Output Define Alert Functional Capabilities Company Product Actuate Corp e.Analysis Option 7 e.Report Option 7 e.Spreadsheet Option 7 Alphablox Corp. Alphablox 5 Applix Inc. Integra 1.2 TM1 8.1 ArcPlan Inc. dynaSight 3.5 Business Objects SA Application Foundation v6 BusinessObjects Enterprise v6 BusinessObjects Designer v6 BusinessQuery v6 for Microsoft SQL Server & Excel InfoView & Mobile Portal v6 WebIntelligence v6 Cognos Inc. Cognos Enterprise Planning v7.1 Impromptu Web Reports Series 7 v2 Cognos Metrics Manager 2.0 Cognos NoticeCast Series 7 v2 PowerPlay Series 7 v2 Cognos ReportNet 1.01 Visualizer Series 7 v2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services
  16. 16. 2 Align Functional Requirements Target Score Inform Automate Goal Setting Personalize Benchmark Application Dashboard Scorecard Vision and Definition Objective Mission Custom Deliver Agents Output Define Alert Functional Capabilities Company Product Computer Associates CleverPath EUREKA:Strategy 6.2 International Inc. CleverPath Forest & Trees 7 CleverPath OLAP 5.1 CleverPath Predictive Analysis Server 2.0 CleverPath Reporter 4.1 Crystal Decisions Inc. Crystal Analysis Professional 9.0 Crystal Enterprise 9.0 Crystal Reports 9.0 Balanced Scorecard Epistemic Corp. Epistemic Analytics Toolkit 2.0 Hummingbird Ltd. BI Suite 8 BI Analyze 8 BI Query 8 BI Server 8 BI Web 8 Informatica Corp. PowerAnalyzer 4.0 Information Builders Inc. WebFocus Maintain 5.2 WebFocus Managed Reporting 5.2 WebFocus ReportCaster 5.2 WebFocus Reporting Server & Tools 5.2 Functional Requirements that have a zero score for the Providing 3/4 of the functionality described CorVu Corp., Dimensional Insight Inc., Hyperion * Microsoft - Microsoft SQL Server 2000 provides entire sub-category are listed as Not Applicable (NA) or Solutions Corp., IBM, Oco Inc., PeopleSoft Inc., SAS additional functionality beyond what is listed for not providing that functionality Providing all the functionality described Institute Inc., and Siebel Systems Inc. did not Microsoft SQL Server 2000 Analysis Services respond to invitation for participation. * MicroStrategy - Multiple product were consolidated Providing no functionality described Score would have been higher but it depends on another * Oracle - Deployment of Oracle 9i DS is via Oracle 9i under 7i Platform - Additional Products are found on product from the vendor - Contact Vendor for Details AS. Oracle 9i RDBMS provides additional functionali- www.microstrategy.com Providing 1/4 of the functionality described ty not listed in this guide. Score would have been higher but it depends on custom ProClarity - Additional functionality to support Providing 1/2 of the functionality described programming - Contact Vendor for Details Analytics Platform through Microsoft SQL Server 2000 - Analysis Services

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