Enterprise Applications Strategies 2007

© 2006 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 1 Agenda Applications MEGA Trends Enterprise Applications CRM ERP KM & ECM Business Intelligence MDM/Data Hubs BPM Portals © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 2

The Innovation Lifecycle IT innovation BPM SOFTWARE ALLOWS MANAGEMENT HELPS CREATE THE NEW TO FIX AND IMPROVE BUSINESS PROCESSES ON EXECUTION OF PROCESSES The Innovation Lifecycle IT execution process IT COMPOSITE APPLICATIONS ALLOW USERS TO IMPLEMENT THE PROCESS © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 3 Application MEGA Trends The pace of M&A increases Large vendors moving downstream (SMBs) More integrated solutions (Applistructures) From Application-dependency to Platform-dependency Processes-oriented, Vertical Solutions Everything is becoming SaaS Everything is becoming (web) 2.0 © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 4

Applications Technology Radar Interest BPM KM Web 7 2.0 0 20 0 2 Implementing 06 Operational Operational BI BI Using ERP 2 MDM/ BPM MDM/ ERP 2 ECM Data ERP 1 Data hubs Operational hubs Gateway Portals Portals Collaborative CRM Operational CRM BI 20 Analytical 07 CRM 06 20 Analytical CRM © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 5 How does SOA Impact Application Choices? Monolithic applications are decreasing Monolithic platforms are increasing SOA Survey: Only 8% have live SOA deployments 17% are testing the enabling technology 36% are evaluating © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 6

Applistructure Vendors Source: Butler Group Plumtree © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 7 Disruptive Changes in the Applications Market: 2007 & beyond SaaS Presented a new way of consuming software Web 2.0 Presented a new way of producing & consuming information © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 8

SaaS Software as a Service vs. vs. © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 9 SaaS: WW Market Adoption Worldwide SaaS Market: t30% are already using SaaS tMost vendors have an on-Demand model t88% are satisfied (down from 92%) tCRM SaaS AGR: 35% tERP SaaS AGR: 45% © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 10

CRM and SFA: Most Popular Saas Application Type * Source: Cutter © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 11 SaaS: Israeli Market Adoption Israel SaaS Market: tMost organizations aren’t aware of this model tSome are checking it for point-specific needs tMost vendors aren’t pushing on-Demand (even if they have an existing model in place) 2 Exceptions: Salesforce.com Salaries/Payroll © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 12

Application Projects User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 13 STKI IT Model © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 14

CRM © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 15 3 CRM Stages Operational CRM: Service, Sales, Marketing (Actionable) Analytical CRM Customer Experience Management feedback Mng. Self-Service Click-to-call © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 16

CRM Major Trends t Small fragmented projects t Legacy replacements t Maximizing value from existing installations t Operational Analytics: Real time Guidance, Event- driven marketing t CRM “Applistructures” t Creating a “single customer view” by using CDI/MDM t Hosted SaaS Model continues to grow t Customer Experience Management will be the next phase for CRM-oriented organizations © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 17 Customer Experience Management: E-service t Customer Experience Management is picking up t E-service projects in Israel during 2007 will include: tPortals to externalize CRM to clients tCustomer Interaction Management tImplementing CRM e-Service modules tIncluding Click-to-call functionality in websites © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 18

SaaS CRM WW Market No. of Employees CRM SaaS Growth 1-1000 36% 1000-5000 31% 5000 42% Source: Data Monitor CRM SaaS is entering enterprises © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 19 Customer Data Integration (CDI) t Customer Data is growing an average of 50% per year t Companies would like to deliver a consistent view of the customer across the entire organization t First adopters in Israel for CDI solutions will most likely be: tFinancial Services Companies (First ones being Insurance companies) tTelecom companies (due to M&A activity) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 20

CRM Implementations Recommendations tThink Strategy while implementing tactical projects tDefine Implementation roadmap & Vision tConsider CDI tUse analytics in first phase tThink about the customer experience © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 21 CRM Packages & Integrators in Israel: Mid - High End Market Package Rep in Israel Integrators Siebel Taldor Taldor, IBM Yael, Malam-Team, Oracle Oracle Enterprise ONE1UP, Oracle, EDS Peoplesoft Matrix Matrix SAP, Express solutions Ness Ness, IBM, EDS, Advantech Amdocs (Clarify) Amdocs Amdocs, HP Pivotal ONE1 ONE1 Salesforce.com ONE1 ONE1 20 Partners, including: Mid Tier Matrix-Effect, Advantech, Microsoft CRM Microsoft SIT, Team, Malam, Eyron, We!, Netwise, Bynet SW, Yael, Avaya…. MEGA Center Yael Yael Onyx © 2007 STKI IT Navigator moshav bnei zion 60910 tel 09 74 444 74 www.stki.info IT Navigator 22

Microsoft-Based CRM Solutions In Israel Company Solution NEW Clients (2006) Car Market: Meir, Eldan, Debis, Rental, Leasing, Lubinsky, Dorent Import Yashir Beit Effect (Matrix) Capital Market Hashkaot, Gaon Gemel Tele Meeting Psagot Ofek Gaon Beit Hashkaot, Campaign Manager Forum Beer Sheva Team ‫מוקד בקרה וביטחון‬ Bank Hapoalim Team ‫ניהול אגודות ותרומות‬ Bnei Zion hospital Team ‫פניות ציבור‬ M. Of internal affairs Advantech Capital Market * This List doesn’t include internal IT Help Desk Solutions © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 23 CRM-Related Products: Developing/ Solution Description Representing Company Enterprise Incentives Incentives, Incentives Pro Management Matrix-partner Marketing Micro- Yadata Yadata Segmentation (Ad-hoc) Kana Collaborative CRM Malam Talisma – CIM (customer interaction Collaborative CRM Business Solutions management) Feedback Mng, Cemax Cemax Complaints Mng. © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 24

CRM Consultants in Israel (Partial List) t Altenative t Widelink t Synergy: Campaign Management, Analytical CRM t Sensecom: Call Centers t Meteor t IT solutions t Deloitte Touche: Strategy, business case t Accenture t Several Independent advisors © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 25 HIGH-END CRM in Israel: Price Per Seat • License: $1K - $3K • Integration: 2 x license • Hardware: 1 x license • Maintenance: 0.5 x license (for 3 years) • Training & Change Mng: 1 x license • Testing: 0.25-0.5 x license • Data Quality: 0.25-0.5 x license Total: 6 x license $6,000 - $18,000 per seat © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 26

Mid-Tier CRM in Israel: Price Per Seat • License: $500 - $1K • Integration: 1 x license • Hardware: 0.25 x license • Maintenance: 0.5 x license (for 3 years) • Implementation 0.75 x license (training, testing, data quality) Total: 3 x license $1,500 - $3,000 per seat © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 27 CRM - Israeli Market Positioning Siebel Peoplesoft Microsoft SAP Local Support Oracle Pivotal Enterprise MEGACenter Salesforce MID-Tier Onyx Clarify This analysis should be used with its supporting documents Market Presence © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 28

CRM Selected Wins – 2006/1Q7 (Partial List) t Peoplesoft: Telecom client (Field Service), Financial client t Siebel: Bank Leumi upgrade/expansion t SAP: Migdal, Excellence t Oracle: Radware t Microsoft: Comverse, Isracard, Navy, Ministry of Defense, Assuta, Tehila, M. of Tourism t Salesforce (80 new): Check Point, Aish HaTorah, Creo, Edusoft, Tecnomatix Unicam, Shopping.com, Finjan, Ceragon, Cyota, TTI telecom, Zend Tech, PowerDsine t Pivotal: Ernst & Young, Raanana Municipality, Imbar t Onyx: Tikshuv, OneCall, Celltick, Brightmark, Alladin (customer portal), Starhome © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 29 Campaign Management Package Vendors in Israel Product Name Israeli Representative Unica Gstat, IBM – Integrator Chordiant IBM - Integrator SAS Mia Computers Teradata Analytic CRM Mittwoch Siebel Marketing Automation Taldor Peoplesoft Marketing Automation Matrix Pivotal MarketFirst ONE1 Clarify Marketing Amdocs Oracle Campaign Management Oracle SAP Campaign Management Ness MEGACenter Marketing Module Yael Onyx Marketing Automation IT Navigator Other CRM vendors… Existing Installations © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 30

Campaign Management Selected Wins (2006-1Q07) t Unica: Visa (integrator - IBM), YES (intergator – Gilon) t SAS: Bituach Yashir (integrator – Gilon) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 31 CRM Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 32

ERP © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 33 ERP Israeli Trends: Enterprise ERP t Most Large SAP ERP shops are using Netweaver ~50% are upgraded/are upgrading to ECC t Most Oracle ERP shops are planning to use Fusion Very high interest in BI EE (aka Siebel Analytics) t In 2006 SAP focused on Financial Services, Public Sector & All-in-one for other verticals t Oracle focused on Financial Services, Retail & High-Tech t Oracle & SAP will continue to push more verticals © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 34

ERP Israeli Trends: Mid-market ERP t Continued verticalization of mid-market ERP solutions t Vendors are including more WF/BPM & integrated analytics in their packages t More “Bundling” of ERP + CRM © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 35 SaaS ERP WW Market ERP SaaS is entering SMBs No. of Employees ERP SaaS Growth 1-1000 56% 1000-5000 45% 5000 34% Source: Data Monitor ERP is just starting to adopt SaaS (SMBs) HR and ERP will be the fastest growing SaaS © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 36

ERP New Announcements (main impact on Mid-market ERP) tOracle announced its Accelerated Edition (Preconfigured Verticals) for SMB market tSAP announced A1S Saas-friendly package tMicrosoft will enter the Israeli ERP market © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 37 ERP Packages & Integrators: Package Rep in Israel Integrators Ness, IBM, Taldor, Advantech, Malam, Team, EDS, SAP, SAP All-in-One Ness Accenture, HP, Aman, SRL, Danshir Yael, Malam-Team, ONE1UP, Oracle cons., EDS, Oracle Apps Oracle Israel Advantech (Applet + Daemon), Ernst & Young E-Tafnit Matrix Matrix Priority Ashbal Ashbel, Tulip, Meidatech, Afek, RAAN, EDS MFG/PRO SIT SIT Movex Intentia Intentia Aviv, MARS (retail) Aviv Aviv ONE ERP ONE1 ONE1 Xioma,Malam- Team (Etop), RELS, Harel comp Malal, SAP Business One SAP Business One Complete, Menahel4U, Todan, Reut-ONE Oracle Special Unitask, Afek, Motorola, Malam-Team, ONE1UP, Oracle Edition Advanteck (Applet + Daemon), Ernst &Young, Yael KAV systems Kav Kav, Ardom FinPro, Logistic Pro Almog Almog Gan Tochnot Heshev Aman Aman BPCS, Baan Matrix © 2007 STKI moshav bnei zion 60910 Afek, IBM (Baan), Tulip (Baan) tel 09 74 444 74 www.stki.info 38

ERP - Israeli Market Positioning 2006-1Q07 Enterprise ERP Medium - Large ERP SMB ERP > 250 (Concurrent) users 100 - 250 users < 100 users Priority Oracle SAP SAP Oracle ONE1 All in one SAP Local Support BO ERP ONE1 Priority Oracle SE ERP MFG/ Tafnit MFG/ Tafnit Pro Pro Kav Movex Aviv Movex Aviv Market Presence This analysis should be used © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info with its supporting documents 39 ERP - Israeli Market Positioning 2006-1Q07 Enterprise ERP Medium - Large ERP SMB ERP > 250 (Concurrent) users 100 - 250 users < 100 users Priority Oracle SAP SAP Oracle ONE1 All in one SAP Local Support BO ERP ly nt ONE1 Priority Oracle SE e d e iliz ERP ttl ta es ns g MFG/ Tafnit ab Ba MFG/ Tafnit Co han Pro St In Pro Aviv C AvivKav Movex Movex Market Presence This analysis should be used © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info with its supporting documents 40

ERP Selected Wins 2006-1Q07 (Partial List): t SAP: Bank Beinleumi, Excellence Nesua, Bank Leumi, Tel Aviv Municipality, Phishman Holdings, Automatzia, MAAZ ECC – Zim, Bank Leumi, Clalit Health Services, Strauss- Elite, Shastovitch, Inbal… t SAP All-in-one (Best Practices): Shastovitz, Widelink, Telrad, Conegy, Zoglovek, Yafora Tavori, Diplomat, Dai Telecom, Taldor, Nechasim & Binyan, Inbal t Oracle: Frutarom, Iscor, Tama, Ormat, Radware, RH Electronics t Oracle Special Edition: BTG, Danpal, Polishak, IDT, Extricom, GOnetworks, TAAT © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 41 ERP Selected Wins 2006-1Q07 (Partial List) – cont.: t ONE1 ERP: Keren Kayemet, Negev Ceramics, Hachsharat Hayeshuv, Mifaley Mazon, Lochamey Getaot, Elisha Hospital, Givat Haim t Tafnit: Academic Sector: Weissman Institute,Beer Sheva College - Sami Shamon; Car Rental: Europcar, Traffic; Financial (Factoring): Psagot, Haphoenix Platinum; Healthcare: Assuta, Mayney Hayeshua, “computerized closet” – Shiba hospital; Protected Tenancy: Mishan, Shuster t Aviv ERP: MARS (Retail ERP): Royalty Jewelry Chain; Classic ERP: Ofakim, WTA; Logistics ERP: 13 hospitals © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 42

ERP Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 43 HR Trends tTalent Management tEmployee Performance Management tManaging Social Networks Usually “ERP 2nd Phase” Projects © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 44

ERP Consultants (Partial List) t Deloitte Touche t Accenture t Meteor t Tulip t Bit-Plus t Seker t HMS t Ernst & Young t OIC t Several Independent advisors © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 45 Knowledge Management © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 46

Web 2.0 Internal Impact: The New Age KM t A Cultural Attitude – user centricity t A set of technologies – AJAX, RSS t Best Practices for Collaboration – Blogs, Wikis, Tagging, Communities The Problems with Web 2.0-oriented KM: hard to maintain consistency & quality, overflow of information © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 47 Collaboration Tools Webinars Portals E-Mail Shared Collaborative Workspaces Document Calendar Management Net Meetings Wikis Instant Messaging Blogs Source: Butler Group © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 48

Collaboration Technologies * Source: CIO Insight © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 49 ECM Trends t ECM platforms – OUT t ECM Applications – IN t Blogs, Wikis, RSS - IN t Content Collaboration – IN Collective Intelligence New expected applications: Web Analytics, Text Mining © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 50

The Information Constraint Knowledge Workers = 50% of HR costs Today’s Knowledge Worker’s spends ¼ his day searching for information The Problem: Lack of Information & Too much information Organizations are losing 10% of their employees time… searching for information © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 51 ECM Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 52

Internal Enterprise Content Management: Providers in Israel Product Israeli Rep. Integrators Doc.Mng Archiving FileNet IFN, IBM IFN Solutions X X Documentum Ness Ness X X Interwoven Xioma Xioma X X Open Text - IXOS Consist Consist X Content Manager IBM IBM, Matrix, Comtec X X Open Text – Livelink ECM Top Solutions Top Solutions X X Sharedocs ELAD ELAD X MOSS Microsoft Many ISVs… X Meridio HP HP X X Omnisys, Matan, Yael, DocMaster Omnisys X Business Solutions D2K Matrix Matrix X X Ada system Artis Artis, Malam X X Oracle (Stellent) – Q207 in Israel Oracle x x © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 53 External Web Content Management: Providers in Israel Product Israeli Rep. Integrators Interwoven Xioma Xioma Content Manager IBM IBM, Matrix, Comtec MOSS Microsoft Many ISVs… Scepia (WCM) Scepia Scepia Ezcontent Bynet Bynet Vignette Matrix Matrix, Real Commerce Broadvision ONE1 ONE1 Consist Site Management Consist Consist FileNet IFN, IBM IFN Solutions Documentum Ness Ness Open Text – Livelink ECM Top Solutions Top Solutions Oracle (Stellent) – Q207 in Israel Oracle © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 54

ECM (Internal Content Management) Selected Wins 2006-1Q07: t Documentum: DSPG, Tel Aviv Municipality, BioLine t FileNet: Hevra Leautomazia; Madanes agency; upgrades – Phoenix, Ayalon; t Content Manager: Shlomo Haskart Rechev t Hummingbird: PRS Mediterranean t Interwoven: Law offices (3), Moriah, Citypass © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 55 Enterprise Content Management (ECM) Products in Israel MOSS/Microsoft Based Solutions Documentum Local Support FileNet Content Manager Enterprise Interwoven Mid-Low eDocs DM End (formerly Hummingbird) Meridio This analysis should be used with its supporting documents Market Presence © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 56

Special Purpose KM Apps Company Product Examples of Apps Advantech ActionBase ‫מעקב אחר משימות‬ ,‫ניהול מסמכים, מעקב אחר משימות‬ Elad Sharedocs ,‫פניות ציבור, מודול ועדות, ניהול חוזים‬ Captaris ‫נהלים, חיבור ל‬ ‫ניהול לשכה, חוזרים ונהלים, ניהול תיק‬ Matrix D2K-Pro ‫עובד, ניהול התקשרויות וחוזים‬ ,‫ניהול מסמכים וידע, ניהול פרויקטים‬ Omnisys DocMaster ‫ניהול משימות וישיבות‬ Short, pragmatic, cost effective projects Will continue to be very appealing to Israeli clients © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 57 Office Management Selected Wins (Selected Wins) 2006-1Q07: t Sharedocs: Document Management: Haphonix, Moaza Bitachon Leumi, Ichilov (also tasks), security client, Denia Sibus t D2K: Policies and HOZRIM: Bank Leumi, Bank Beinleumi; Offices Management + Employee Records: Clalit Hospitals © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 58

Special Purpose KM Apps Company Product Examples of Apps Olive Olive Software E-Publishing, Content Intelligence Team - Malam Kana KnowledgeBase Danshir (Internative, DSKnowledge KnowledgeBase Berale) Mckit Linkware KnowledgeBase Management of Archives/ Libraries/ IDEA IDEA info Centers Management of Archives/ Libraries/ Exlibris Exlibris info Centers Business Solutions Talisma Knowledgebase © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 59 Special Purpose KM Apps Product Company Product Description: Yael Software Shemesh CI Platform Yael Software Tovana Text Mining Platform ONE1 - Liam Kapow Web data integration G-Wiz Intellidesk CI Platform MindCite Citer Ontology-based KM Svivot Contextor CI Platform Other possible tools: Search engines, Rules Engines © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 60

Search & Information Retrieval Players in Israel Product Company in Israel Verity/Autonomy Matrix, Aman FAST ONE1 Convera HP MOSS/SPS Microsoft XRS 2001 Morphix Melingo High-End Search is developing into Voice, Video Low-End Search is growing from the desktop © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 61 Enterprise Search and Retrieval Worldwide Positioning (Source: Butler Group) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 62

Enterprise Search and Retrieval 2006-1Q07: t Autonomy: Yifat (Audio + Video) t FAST: Partner © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 63 Search-enabled BI Easy access to structured and unstructured data But don’t neglect security considerations! © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 64

IT KM Consultants (Partial List): t ROM Knowledgeware tNetwise – KM UI t AKT - e-Learning tAman (Pamam) – KM UI t IT Solutions tIndependent consultants t Yael – KM strategy t Byon - KM strategy t Elad – KM methodologies t Gait – document management t Digidoc – Scanning processes planning © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 65 Business Intelligence © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 66

BI spending is on the rise Around 15% Increase in Global BI spending In Israel: around 30% © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 67 BI: What’s HOT and what’s NOT… Meta Data Enterprise Reporting Data Quality Ad-hoc query Data Cleansing OLAP Master Data Management EII BI for the masses BI for IT Text Mining © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 68

New Age BI: Definitions © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 69 Next Generation BI The application of BI Technologies to Business Processes = “smarter processes” Event-driven BI & BI-driven events Real time guidance on what users should do (now) to improve business performance 30% of large organizations are using real time BI apps (source: Cutter) Operational BI = Analytics + BPM/Apps © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 70

BI Trends 2007-8 Operational Analytics: BI for tactical everyday decisions Real Time/Near Real Time DW architecture questions (EDW vs. multiple DWs) Need to handle security and permissions Moving towards User-Managed BI (bringing in experts): The BI Competency Center BI Portal/Dashboard in almost every BI project © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 71 BI Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 72

Business Intelligence: The Evolution of Needs In the Past… The future The user t Upper Management t The entire organization t Applications/ processes t Help in making strategic t Automating Strategic The target decisions Decisions The tools t OLAP, Q&R, dashboards t Alerts/ Event Mng t Enterprise DW t Process enablement © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 73 BI Covering the Entire Organization EIS, Dashboards Top Management KPIs OLAP, Q&R Middle Management Data Mining Operational BI Employees © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 74

Right Time Analytics (vs. Real Time) * Source: DM Review The Blended Approach: Analyzing up-to-the-minute data in the context of historic information so that actions can be initiated automatically © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 75 Which Application Domains are most Popular? (Cutter Survey) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 76

The Challenges of Operational BI Operational BI requires more of a “SOA” architecture, the old one isn’t suitable Decentralization vs. one EDW: Threatens the “Single Version of the Truth” Requires different skill-sets: Operational + Analytic Performance issues (high peak of events) More real time = Less data quality/cleansing © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 77 BI Pitfalls Security: There is not enough awareness in the planning stage to security issues in BI BI has become “too useful” and easy to use The planning/analysis phase is the place where the problem begins © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 78

BI General Platforms (Part 1): Package Rep in Israel Integrators Ness, IBM, EDS SAP BW Ness Advantech, Taldor, SRL, Gilon, Team Microsoft SQL Server BI Consist, Gilon, SoftCubes ONE1, HighView, Solutions, Analytics Microsoft Israel Opisoft, Advantech, Gstat (data mining), SRL, Foundation Bynet SW Libi, Opisoft, Seven-D, Gilon,Consist, Cognos Libi Advantech, Bynet SW, IBM, Gilon, Data Mine, Mirkam (Energy), Malam-Team SoftCubes (ONE1), Consist, Point of View, Business Objects Matrix Opisoft, Gilon, Matrix, IBM, Data Cubes, Yael Webfocus Ness SRL, Gilon BI EE (Enterprise Edition – mainly Siebel Analytics) Oracle Consulting, Taldor, IBM, ONE1 Oracle Israel BI SE (Standard Edition – (SoftCubes), Gilon, Advantech, Opisoft, Yael mainly discoverer) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 79 BI General Platforms (Part 2): Rep in Package Integrators Israel SPSS Genius Genius, Gstat SAS Mia Computers Mia, Gilon (+EIS), Pareto Gilon, Consist, HighView, Bynet SW, Data Cube, Integrity, ONE1 Panorama Panorama Ness (Panorama on SAP BW), Business Solutions Microstrategy Mittwoch Mittwoch EIS (Sigma) Gilon Gilon © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 80

BI Specialized/ Complementary Products: Marketing Package Description Company Identifying business events (exceptions) Verix (Business Events) Gilon automatically and proactively DQA Gilon Data Quality BI Signal (Hiposoft) Gilon Operational BI - Alerts & KPIs on SAP BI Portal Gilon Dashboard, BI Portal Monitoring and Configuration Management EQM Consist for Business Objects Gstat Analytical Platform Gstat Next best offer, Supply Chain © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 81 BI Players Worldwide Positioning Source: Butler Group © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 82

BI Suits: Positioning in Israel B.O Microsoft Cognos Panorama Local Support SAP BW Oracle Web Focus SAS This analysis should be used with Market Presence its supporting documents This positioning does NOT take into consideration 74 444 74 www.stki.info analysis with these tools © 2007 STKI moshav bnei zion 60910 tel 09 the depth of 83 BI – Selected Installations 2006-1Q07 (Partial List) – Part 1 t Cognos – Flying Cargo, Kashia, Almondant, Bank Mizrachi, EMC, Johnson & Johnson, Meonot Maccabi, Optir, Mifaley Hamzan, DSP, Sinron, 10 (oil company), T&T, Tikshuv CC; Cognos 8 upgrades: Cellcom, Israel Train, Egged, Yafora Tavori, Bank Poalim, AVNET, Hzorea, Catterpillar, Askopa, Keren Nizkei Teva, M. of Prime Minister, Leumit Health Services, Derech Eretz t Business Objects: 888 (Random Logic), Keshet, Menora, Police; BOXI upgrades: Pelephone, Phoenix, IEC, YES, NICE, Mifal Hapais, Comverse, Rafael, KAMAG, Elbit, Mizrachi, ZIM, Tnuva, TAAS © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 84

BI – Selected Installations 2006-1Q07 (Partial List) – Part 2 t Panorama – Tel Aviv Municipality, Neopharm, Bank of Jerusalem, Bezeq International, Yes, Lavi Timeteck, Stimatzky, Castro, Nice, Amdocs (Scorecard), Mirs, Polimer, Dizenhouse, Ralco t Web Focus – Basasach, Hachsharat Hayeshuv t SAS (BI Server: Reporting) – Mizrachi, Shikun and Binui, Investment firm, Bituach Haklai t Microsoft BI Solutions/PerformancePoint – Bezeq, Mekorot, Clalit Health Services, Comverse… t Oracle BI Suite – BI EE – ECI, IDF; Discoverer/DBI - Tama, Teva, Mellanox, Audiocodes, Rafael, Air Force, Tel Aviv Univ. © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 85 Financial and Budget Planning Packages Rep in Package Integrators Israel GEAC Ness Opisoft Hyperion, HFM HMS HMS TM1 Byconix Byconix, Ernst & Young, ONE1 Oracle EPB Oracle Israel Ernst & Young, Yael, ONE1 B.O Planning + ABC (ALG) Matrix Matrix Cognos Libi Libi, 7th Dimention SAP SEM - BPS Ness Ness, IBM, EDS, Advantech Power OLAP BPMknowledge BPMknowledge SAS Mia computers Mia 3/2007: Oracle announced it will acquire Hyperion © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 86

Financial Planning Wins 2006-1Q07 (Partial List) t Hyperion – Nice (budget planning) t SAP SEM – Netafim, Agan-Makhteshim, Zim, Tower t Cognos Planning – DSP, Bank Mizrachi t BO Planning - Elbit Slight Increase in budget planning projects in Israel © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 87 BPM, Scorecard, Dashboard players in Israel Package Rep in Israel Integrators Business Scorecard Gilon, Consist, SoftCubes ONE1, Microsoft Israel Manager(BSM) HighView, Opisoft Cognos CPM, CMM, Celequest Libi Opisoft, Gilon, Libi, Data Mine SoftCubes (ONE1), Consist, Gilon, Business Objects CPM Matrix Matrix, Point of View Excellius (dashboard) Matrix Matrix, B.O partners Oracle CPM Oracle Israel Ernst & Young, Yael SAS EIP Mia Computers Mia, Gilon Gilon, Consist, Opisoft, HighView, Panorama Panorama Softcubes ONE1 PBViews PerfomanceSoft PerfomanceSoft Geac Ness Opisoft Hyperion HMS HMS TM1 Byconix Byconix iDashboard Bynet Bynet QPR BPMknowledge BPMKnowledge, Consist SAP © 2007 STKI Ness moshav bnei zion 60910 tel 09 74 444 74 www.stki.info SAP integrators 88

Business Intelligence Specialists in Israel (Partial List) • SoftCubes (ONE1) • Gilon – Entered data mining (now includes EIS), BI applications • IBM – stood out in campaign management, SAP BW • Opisoft – stood out in CPM, Microsoft BI • Gstat – stood out in Data Mining • Synergy – stood out in campaign management projects • Advantech • HMS – stood out in financial BI • Matrix – stood out in Data Quality • Consist – stood out in B.O, Microsoft BI • Point of View • Aman – Stood out in Data Quality • Match • HighView • Data Cube – BI for Retail © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 89 Data © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 90

Unmanaged Data: The Problem Data Silos: Legacy data were modeled with vertical applications in mind, which led to duplication of the same information across multiple data sets Politics & Organization: Organizations with vertically structured IT organizations may not be quot;politicallyquot; ready for the move toward a centralized representation of information © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 91 Information Management Data & Information are a valuable asset to the organization, but… Information remains an underutilized strategic resource More than 50% of business users aren’t getting the data when they need it Information Management will help companies gain a competitive edge 50% of WW organizations have information architectures & information management processes © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 92

Data Integration Problems * Source: CIO Insight © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 93 Data Architecture * Source: BI Research, DM Review © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 94

Master Data Management (MDM) An enterprise’s ability to deliver a consistent set of information (about a specific entity) across the entire organization Operational as well as analytical applications Source: Cutter What impact does the data have on the business’ decision? © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 95 The MDM Architecture * Source: Cutter © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 96

Benefits of using MDM One common view of key data while Maintaining the current structure Enforcing “Data Policies” (who can access, who can update etc.) Reduces duplicate data entry Cleaner information Ability to execute processes faster (e.g – marketing plans) Cases in which MDM is almost crucial: M&A Compliance © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 97 MDM Implementation Methods An External List Index + Federation (EII style) Can be a ODS/Federation combined solution Coexistence Offline vs. Online, Static vs. Dynamic © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 98

Implementing MDM: The Challenges Change in the way we view data (managing data as an asset) Takes time, energy & cultural change Need for data ARCHITECTURE & management Performance issues © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 99 MDM in Israel Organizations who are using an ODS will find it easier to move to MDM Organizations who are used to data silos will find it very difficult Most Israeli organizations don’t have a business entity that is in charge of Data Data Manager is the most important thing! Israeli Verticals most likely to go into MDM: Financial Services (mainly Insurance) Telecom (due to high rate of M&As) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 100

MDM/ Data Hubs in Israel Rep in Package Integrators Israel Oracle Data Hubs Oracle Israel Matrix SAP MDM Ness Ness IBM WCC (Customer), WPC IBM Israel IBM, Matrix (Product) Tibco (CIM Collaboration Yael Yael Integration Model) Attunity Infocus Attunity Israel Attunity Teradata MDM (+i2) Mittwoch Mittwoch * This list doesn’t include Data Quality/Cleansing © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 101 MDM/EII Product Wins 2006-1Q2007 SAP MDM: Migdal, Ministry of Health Oracle Data Hub: Financial Data Hub Sale IBM WII: M. of Education, Menora Composit (EII) – Libi: Batey Zikuk, Orbotech, IAI, Teva, IDF © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 102

The BPM Life Cycle Innovation Still a Best-of-Breed Market, Model ruled by BPA vendors Replan Optimize Using BPA tools has become a Best-Practice for large- Analyze Automate scale projects (i.e – ERP) Monitor / Optimization Monitor © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 105 The BPM Life Cycle Model Replan Optimize Analyze Automate Mainly used within / Optimization Application Packages Monitor Monitor Processes © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 106

The BPM Life Cycle Get Back to Model Innovation Replan Optimize Usually used when real time monitoring is needed (BAM) Analyze Automate / Optimization Monitor © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 107 BPM Adoption * Source: CIO Insight BPM WW adoption still quite low In Israel - even lower © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 108

BPM MEGA Trends BPM Execution: Part of Application packages BPM Modeling: Best-of-Breed Market Using BPM tools for planning of large software projects is becoming a best practice (not only used by users, also by external integrators) Microsoft recent BPM announcements (alliances) will help commoditize BPM Regulations and Audits are driving BPM projects More BPM “solutions” (Semi-packaged processes) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 109 BPM Recommendations Use BPM as a tool for innovation: think about “improved new processes”, don’t automate old ones* Consider using BPA in every large project Designate a process owner to each process Consider the need for ongoing maintenance, plan for it upfront* When choosing a BPM technology, BPEL support is a must * Source: STKI 2007 BPM Round Table © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 110

BPM enables Business Process Innovation “If we apply knowledge to tasks we already know how to do, we call it productivity. productivity If we apply knowledge to tasks that are new and different, we call it innovation.” innovation Peter Drucker © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 111 BPM Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 112

BPM Players in Israel – Part 1: Other Integration Package Rep in Israel Partners Malam-Team, Advantech, Oracle FUSION, BPEL Oracle Taldor, and Many other Potential Partners Aris Seker ProcessGene (Business Process Integration) ProcessGene FileNet, Vflow IFN Solutions IBM, Yael Provision (BPA) Niram Gitan XIOMA, BenefIT Tibco BPM Yael IBM PS IBM Israel Matrix Biztalk + WWF (Windows Workflow Foundation) And new BPM Alliances with Aris, PNMsoft, Microsoft Israel Many Partners, ISVs Agilepoint, METAstorm, Amberpoint… Sequence PNMsoft Matrix, Ness © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 113 BPM Players in Israel – Part 2: Other Integration Package Rep in Israel Partners AgilePoint Ness SRL Ultimus Aman Captaris Elad Many Potential Partners – all SAP BPM/WF Ness SAP Integrators EMC (Documentum + Proactivity BPM) EMC, Ness BEA (Includes Fuego) ONE1-Liam E-wave METAStorm, K2 Team-Malam Optio SIT QPR (integrated BPA + CPM) BPMknowledge Consist © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 114

BPM Selected Installations 2006-1Q07 ARIS: ECI (Post ERP maintenance), IAI (SAP), Radware (ERP Oracle), Agis (ERP and compliance), Diplomat (ERP), Msystems (Oracle ERP), Paz ProcessGene: Migdal Group (business process integration), Teva (global ERP rollout Multi Org Project), Keter Plastic (global SAP business process integration), 5 projects abroad Sequense (Panam): Makhteshim, TAMAT, IDF - MAZI, Hilan K2: DHL, Tower AgilePoint: Tel Aviv Municipality Tibco: Partner, Bezeq, Pelephone(Number Portability), KD (+BAM) Oracle BPEL: Dapei Zaghav, Mamram, Bank Israel QPR: Pelephone (BPA + CPM) © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 115 Portals © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 116

Business Value of Portals Process Portals Gateway Portals From Gateway Portals to09Operational/Process Portals © 2007 STKI moshav bnei zion 60910 tel 74 444 74 www.stki.info 117 Internal Portals Current State in Israel t 1st Generation Gateway Portals are being “abandoned” – most aren’t user-oriented tRecommendations: use Web 2.0 concepts, pay more attention to User Interface (UI) t Organizations are building more and more Process/task-oriented Process Portals t Need for Portal Governance t WSRP and JSR still aren’t used t No inter-Portals integration YET © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 118

Portal Project User/Vendor Value Chain 1 2 3 4 5 User Value- Vendor- Responsibility Added Managed Services Services Organizations want internal governance AND external expertise Some are building a “Joint” Portal center of excellence © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 119 Portals: Players in Israel Company Product Name Integrators Websphere Portal IBM, Matrix, Risotech, IBM Workplace Services Express SPL-Idor, KITS-advantech, NEW – Web 2 Workplace: “Hannover” Midlink, C-soft Matrix, Team (Malam), Microsoft SPS/MOSS SRL, SPL, Netwise, Elad, Ness, Sqlink, Bynet, Advatech, We!……… ONE1 BEA (+Plumtree) ONE1, Mckit, HP, e-Wave Matrix, eWave, Coral, Oracle Portal Taldor, Advantech, Oracle New: Web Center Unitask, Team-Malam, Qesem Ness, E121, EDS, IBM, Ness, SAP Portals SAP Portal SRL, Advantech, HP, B2 Tech, Taldor Matrix Vignette, Peoplesoft Portal Matrix Sun Java System Portal Server Sun Yael Software Tibco Portal Yael © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 120

Portals Positioning in Israel SPS/MOSS Sap Portal IBM Local Support Websphere Portal Oracle BEA + Plumtree This analysis should be used with its supporting documents Market Presence © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 121 Portals – Selected Installations 2006-1Q07 (Partial List) – Part 1 SPS Portal(Internal): Netwise – Tefen, Phoenix, PowerDsine, Amdocs (Sales); Matrix - Random Logic, M. of Prime Minister; Bynet SW – Paradigm, El Al MOSS migrations: By Netwise: Haphonix, Poalim, Mizrachi, Internal Security office, Discount, HOT, Amdocs, Nice, IEC, Pelephone; By SRL: Informatics, Telmap, Scepia MSFT CMS (External): Matrix – Clalit Health Services, Leumi-Card, Reshet, M. of Infras., M. of Education; Netwise -Stock Excahnge (CMS), El Al (CMS); Elad – Inbal, Tel Aviv Municipality… © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 122

Portals – Selected Installations 2006-1Q07 (Partial List) – Part 2 IBM Portal: Opal, Harel Hamishmar, Menora, V6 upgrade - Yad Vashem Vignette: Keshet Interactive, RAD Oracle Portal: Zraim Gadera BEA Portal: Hevra LeAutomazia © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 123 Thank You for your assistance in this research Einat Shimoni Senior Analyst & VP einat@stki.info © 2007 STKI moshav bnei zion 60910 tel 09 74 444 74 www.stki.info 124

Enterprise Applications Strategies 2007

by Dr. Jimmy Schwarzkopf

Accessibility

Categories

Upload Details

Usage Rights

1 Embed 1

Statistics