Analyst Perspectives

I did not go to Oracle OpenWorld this year because it seemed the company was fixated on appliances and technology with little  emphasize on its Fusion applications business, which the focus on business is a major interest of our firm. Based on the reports of my colleagues on its applications discussion (See: “Apps Hard to Find at Oracle Open World“) and Oracle Exalytics (See: “Oracle Unveils BI Appliance Called Exalytics“) and my review of Oracle’s online materials and keynotes, I was right to...

Oracle kicked off its Open World 2011 conference with the announcement ofExalytics, a new data warehouse appliance specifically for business intelligence (BI). Three years ago when Oracle introduced the Exadata product line it was based on hardware from Hewlett-Packard. Since then it has acquired Sun Microsystems and replaced the HP components in Exadata, assuming complete control over the hardware and software included in the appliance. Oracle also introduced two other appliance products:...

This has been the year of the cloud for MicroStrategy. After ignoring early competition from cloud-based business intelligence (BI) providers, the company has jumped on the cloud BI bandwagon. At MicroStrategy Worldearly this year it announced a program called Cloud Intelligence and this summer introduced MicroStrategy Cloud, a complete BI platform with the option of using either IBM Netezza or ParAccel as the database and Informatica as the data integration environment. Now the company has...

PivotLink introduced version 5 of its Business Intelligence (BI) product, which it delivers in the cloud computing environment and available through software as a service (SaaS) at its user conference. Demonstrating one of the unique benefits of providing it a SaaS approach, PivotLink did not require any of the attendees to request a download, get a new license file or do any type of software upgrade to receive the new version. It had already been done for them. One purpose of the conference...

Recently Karmasphere introduced version 1.5 of its Analyst product which helps organizations analyze “big data” stored in Hadoop, the open source large-scale data processing technology. An independent software vendor focused exclusively on the Hadoop market, Karmasphere made available a community edition of its developer product in September 2009 and launched the company in March 2010. Since then it has been active and visible in Hadoop-related events including Hadoop World, the IBM Big Data...

Splunk may be one of the biggest software companies you’ve never heard of. I’ve been following the seven-year-old company for over six months now and recently attended its second annual user conference. Splunk focuses on analyzing large volumes of machine-generated data in underlying applications and systems, which includes application and system logs, network traffic, sensor data, click streams and other loosely structured information sources. Many of these “big data” sources are the same...

I recently participated in a panel discussion about the rise in the use of rolling forecasts in corporate planning. I’m not surprised by this trend; I have encouraged it. Ever since the financial crisis started three years ago, I’ve been writing that companies should rethink how they plan and budget to respond to increasing business volatility. Rolling forecasts are useful because they continually extend the formal planning horizon out more than a year rather than having it stop abruptly at the...

We cite collaboration as one of five key technology influences on the business intelligence (BI) market, and I get many questions about collaboration and BI from end users and vendors alike. The rise of social media websites such as Facebook and Twitter has raised awareness of collaborative platforms and created a critical mass of participants, which is a necessary ingredient for successful collaboration. However, I have to point out that consumer-oriented social media tools do not provide all...

In preparation for conducting a benchmark research study on predictive analytics, I’ve been speaking with vendors in this market segment to gather background. One of them is Opera Solutions, which I was not familiar with despite having worked in predictive analytics for more than 10 years. I was surprised to learn the company claims to be generating $100 million in revenue annually. Founded in 2004, Opera provides predictive analytics as a service, employing a staff of approximately 150 data...

Just when it seemed that Hewlett-Packard’s new management team led by CEO Leo Apotheker had a growing and solidifying technology agenda that included mobile computing, yesterday it all changed.

I recently attended Teradata’s Third-Party Influencers Meeting (Twitter Hashtag #TD3PI) in Las Vegas where the company updated industry analysts and consultants on upcoming product plans and the status of two product lines it added via acquisition in the past year. Randy Lea, Teradata’s VP of product management and marketing, provided a company overview recapping highlights and defining the corporate strategy building on its work in 2010 that my colleague assessed. Teradata focuses on three...

SnapLogic, a cloud-based data integration vendor, has extended its product linewith new data quality capabilities. This is worth comment because SnapLogic sits at the intersection of two recent trends in information management.

I stopped into the Yahoo Hadoop Summit (Twitter: #HadoopSummit) to see how far the open source Hadoop technology has progressed. This open source community has been advancing for years with support from Internet titans like Yahoo, eBay and Facebook. Hadoop, as my colleague David Menninger has written, is now ready to play a large role as organizations try to cope with data on a large scale and solidify their information management agenda.  

For months the speculation was rampant, and now the rumors have proven to be true. Yahoo has officially announced that it will become a player in the emerging Hadoop market. Hadoop provides distributed computing capabilities that enable organizations to process very large amounts of data quickly. Backed by Yahoo and Benchmark Capital, a new entity called Hortonworks has formed around a team from Yahoo that consists of more than 20 key architects of and contributors to the Apache Hadoop project....

The recent buzz around business analytics has generated resurgent conversation about what businesses need from their data to optimize business processes and make better decisions. Our benchmark research on business analytics in more than 2,500 organizations produced unprecedented information about business and IT usage and competency with analytics. It confirmed that effective use of business analytics requires a balance of people and skills, processes, information and technology not just to...

InetSoft is a business intelligence vendor that is not well-known but has more than 3,000 customers. Why do you need to know about another BI vendor? As I’ve written in the past, there’s a place in this market for both the megavendors and smaller vendors. InetSoft, one of the latter, has developed a broad set of capabilities over the years that have resonated with its customers. It recently announced and brought to market a significant new release, Style Intelligence 11.  

As recently as two years ago, Pentaho was all about open source business intelligence. The company used an open source business model to build a base of more than 1,200 paying customers and establish more than 8,000 production deployments. It still has an open source business model, but the company has created a broad yet integrated product line that deserves to be evaluated on its features, not just its licensing scheme. This week Pentaho announced version 4.0 of its BI suite along with...

Cloudera is riding the wave of big data. I first learned about the company while working at Vertica, one of Cloudera’s partners. Customers that managed large amounts of structured relational data also needed to process large amounts of semistructured data such as the type found in web logs and application logs. The emerging channel of social media provided another source of data lacking the structure that would lend itself to analysis in a relational database. Other organizations needed to...

At this year’s Information Builders Summit, the company’s annual conference for users and analysts (Twitter: #Summit2011) in Dallas, the long-time supplier of business intelligence and information management software showed how it has been able to sustain double-digit revenue growth thanks to highly accessible and scalable software that operates on a variety of platforms and data sources. Its recent expansion into information management, master data management and integration helps...

I recently attended IBM’s analyst summit on business analytics. Since last year’s event was largely a preview of Cognos 10, which was several years in the making, I wondered what this year’s event would be about. IBM focused much of the attention on predictive analytics, strengthened by its acquisition of SPSS. My colleague Robert Kugel covered another theme from the event in his post on Cognos Planning. 

Predictive analytics can be valuable tools for performance management. When the term is applied to planning or forecasting, many people take it to mean the ability to automate plans or forecasts. It’s true that using predictive analytics correctly is likely to enhance their accuracy, but these techniques do not eliminate the need for judgment; in practice, many organizations may realize more value from applying predictive analytics to assess results than to forecast outcomes. Moreover, as...

I think one of best epigrams attributed to Mark Twain is, “Everyone talks about the weather but nobody ever does something about it.” This also has relevance to the situation with corporate planning and budgeting. Bemoaning its lack of value and calling for some sort of change goes back a long way, but few companies have matured their process. In the 1970s something called “zero-based budgeting” was all the rage in business and accounting periodicals. It was energetically advocated by President...

Informatica has announced version 9.1 for Big Data.  I wrote previously about Informatica 9.1,the latest iteration of the company’s data integration platform, following its industry analyst summit. At that event in February, the company officials alluded to future plans regarding Hadoop and other big-data sources yet to be finalized. This announcement reveals those plans. Informatica will support three types of “big data”: big transaction data from relational databases and data warehouse system,...

Over the past six years big technology corporations have been acquiring all sorts of software companies, accelerating a general consolidation of the software industry since the dot-com boom ended in 2001. The consolidation has been driven in part by the deceleration of technology innovation in the business software market. Technology evolution, however, has been steady and progressed far enough now that I think we’re about to witness a revolution in how companies use analytics in business...

At this year’s SAPPHIRE NOW conference (Twitter: #SAPPHIRENOW) SAP demonstrated its in-memory computing technology and applications. SAP’s High Performance Analytic Application (HANA), which I think of as a high-availability network appliance, is part of the technology industry movement to increase the performance and scalability across a range of applications, from analytics to transactions, to drive timely insights on data or real-time interactions across a business value chain that includes...

At its BlackBerry World conference earlier this month, RIM promoted its own tablet computer to challenge other providers’ tablet offerings. The BlackBerry PlayBook, which was unveiled at the beginning of 2011, addresses the growing demand for business mobility – a factor I noted as one of the five key business technology innovations of this year.

At SAP’s annual SAPPHIRE NOW conference (Twitter: #SAPPHIRENOW) this month, the company introduced a new portfolio of human capital management applications that will be available on many devices and added mobility options for users, including offerings for smartphones and tablets and cloud computing. This move beyond the traditional on-premises approach of SAP’s ERP Human Capital Management product suite is a critical step forward for SAP if it is to remain relevant for HR organizations.

To maintain a productive workforce, businesses need to be able to put information in front of users at every level, from executives to front-line managers. Mobile technologies such as smartphones and tablets can provide analytics and business intelligence (BI), but so far this market niche has been dominated by publishing dashboards and reports that conform to the limits of mobile platforms. Analytics and BI software developers usually opt to publish charts and tables to Web pages on a...

Workforce planning is a business process that done right ensures an organization of suitable access to talent to ensure future business success. At a Mercer analyst summit I attended recently, which I wrote about in “Mercer Promotes Possibility of the New Empowered Workforce,” one of the sponsor execs kept challenging the HR industry analyst community to do more research on workforce planning, since her company and its customers are spending more time and money on just that. 

At the SAPPHIRE NOW annual conference, (Twitter: #SAPPHIRENOW) the advantage of the mobile technology SAP gained through its acquisition of Sybase is becoming evident. In a blog before the conference I touched on the importance of mobility to the company’s future. From walking around, assessing keynotes and sessions and talking to companies using SAP, it seems that the big bet that SAP made on mobility is paying off.

It is no easy task to change the culture of a global technology company, especially one that has a very demanding customer base with high expectations for advancing its widespread product lines. This is the challenge that SAP faces as it transitions from a company of three-letter-acronym collections of applications including CRM, SCM and ERP to one that focuses on specific business processes and needs. (My colleague recently discussed the problems in forklift migrations of ERP.) This transition...

Going into ADP’s industry analyst day, I was curious about where a 61-year-old “payroll” company fits in today’s market for human capital management. It certainly has a presence, with over 550,000 customers across multiple lines of business – HR, payroll, tax and benefits administration – and nearly $9 billion in revenue with three consecutive quarters of growth coming out of the worst recession since the Great Depression.  

The earthquake, tsunami and nuclear plant trifecta that devastated Japan has had a negative impact also on companies that embraced the concept of managing a lean supply chain – one that minimizes inventories at each stage. If news accounts are to be believed, there seem to be legions regretting that decision as disruptions caused by the disasters have a ripple impact, hampering manufacturers’ ability to deliver goods worldwide. But although current events are a wake-up call highlighting the...

At this year’s user conference, it was clear that change is afoot at MarkLogic, whose technology platform enables users to access information more easily accessible within applications and devices. Last month the board of directors appointed a new CEO, Ken Bado, created the new position of chief marketing officer (CMO) and named a head of global services and alliances, all within three weeks. The Silicon Valley software company has been growing in the last several years but appears not fast...

Turning data into information for taking actions and making decisions has bedeviled businesses throughout the computer age. Many organizations have data in dozens of applications and legacy systems along with many reports in various business intelligence systems. The challenge is to get data from each of the reports and assemble it into contextualized views of information for particular business needs. In our benchmark research on what we call information applications, only 11 percent of...

In various forms, business intelligence (BI) – as queries, reporting, dashboards and online analytical processing (OLAP) – is being used increasingly widely. And as basic BI capabilities spread to more organizations, innovative ones increasingly are exploring how to take advantage of the next step in the strategic use of BI: predictive analytics. The trend in Web searches for the phrase “predictive analytics” gives one indication of the rise in interest in this area. From 2004 through 2008, the...

Turning data into information for taking actions and making decisions has bedeviled businesses throughout the computer age. Many organizations have data in dozens of applications and legacy systems along with many reports in various business intelligence systems. The challenge is to get data from each of the reports and assemble it into contextualized views of information for particular business needs. In our benchmark research on what we call information applications, only 11 percent of...

The new CEO of Hewlett-Packard, Leo Apotheker, has unveiled his vision of the future in the consumer and enterprise markets. His announcement carried some suspense after interviews in which he said “HP has lost its soul” and added that he will “get rid of cynics” inside HP who try to undercut his mission. Now Leo has defined what his company calls Everybody On, which is described as “seamless, secure, context-aware experiences for a connected world.” He intends that HP will reposition itself in...

The business intelligence (BI) technology market is undergoing a revolution. I’ve been working in this segment for 20 years, and it is and has been an exciting market in which to work, but its dynamic nature can be daunting to organizations trying to evaluate, purchase and deploy BI to improve their business processes. And despite the advances our benchmark research shows high levels of dissatisfaction with and immaturity in BI capabilities within organizations.

One of the many interesting findings that came out of Ventana Research’s comprehensive benchmark research on business analytics was partly buried in an analysis of maturity groups. The Maturity Index of our research benchmarks classifies organizations at four maturity levels (from bottom to top, Tactical, Advanced, Strategic and Innovative) in each of four categories: People, Process, Information and Technology. We’ve conducted more than 100 benchmarks during the past seven years, covering...

The just-concluded SAS Institute analyst summit (Twitter: #SASSB) provided the annual update on the company’s performance, strategy, products and customers. My analysis of last year’s event talked about its continuation of its product roadmap to new customer acquisition and the broadening of its underlying platform, applications and vertical solutions. SAS is no small-time mover and shaker when it comes to the analytics industry; it extends from technology to tools and applications across...

The just-concluded SAS Institute analyst summit (Twitter: #SASSB) provided the annual update on the company’s performance, strategy, products and customers. My analysis of last year’s event talked about its continuation of its product roadmap to new customer acquisition and the broadening of its underlying platform, applications and vertical solutions. SAS is no small-time mover and shaker when it comes to the analytics industry; it extends from technology to tools and applications across...

The technology analyst industry has ended its barrage of exuberant predictions for the new year. After digesting all of these commentaries (some were a challenge, I admit), we need to stop our predicting and instead start a discussion about what all of us ought to be doing. From my perspective, that should be an annual statement of direction, what we here call the research agenda. I have decided it is time to remind all of us what this important activity is and why it is really important to see...

The new year has brought a revolution in business technologies that allows enterprises to roll out new applications, processes and services in record time. What used to take a business six months to a year to develop and deploy – and not too long ago that was considered fast! – can now be done in a week or two, making enterprise application and business intelligence deployments of the recent past seem more like ancient history.

Social media, the newest channel of communication across the Internet, is increasingly being used to influence, but also to deliver advice and research. I wrote about this revolution last year (See: “The Social Media Revolution in Industry Analyst Community”), reporting on the transformation that is underway and the work of our firm along with Altimeter Group and dozens of other active industry analysts. While some industry analysts are aggressively engaged in social media, using Twitter and...

Ecology and economy are two words with the same root. Similarly, the focus on sustainability in business has two sorts of "green" impacts: on the environment and (if you do it right) on the bottom line. Perillon has an on-demand and cloud computing-based solution for companies that want to manage their double-green sustainability efforts more effectively. Perillon Workspace Suite offers "sustainability performance management" for organizations in energy and environmental management. It delivers...

Looking forward to Oracle OpenWorld, I was recalling that about 20 years ago, when I started covering the software industry as a Wall St. analyst, I paid a visit to the company. There were many fewer database-shaped glass buildings there in Redwood Shores then but the lack of corporate focus on business applications and users remains unchanged.

Activity Based Costing (ABC) is one several popular techniques to apply marginal cost analysis to arrive at a more accurate measure of a product’s true economic cost. It became popular in the United States starting in the 1980s (earlier in Germany) as it became clear to many that traditional cost accounting techniques do not reflect the true, economic cost of production in complex, multi-product environments. Consequently, companies might price items higher than they should and lose market...

The advent of cloud computing and renting of applications has provided another realm of opportunity for applications software vendors. Infor, which already is the third-largest in the world, is taking advantage of it. Infor announced Infor24, an initiative to bring its role-based applications into the cloud. It will use the Infor ION platform that supports other new Infor applications, including one for hospitality that my colleague recently discussed (See: “Infor Simplifies Hospitality...

The advent of cloud computing and renting of applications has provided another realm of opportunity for applications software vendors. Infor, which already is the third-largest in the world, is taking advantage of it. Infor announced Infor24, an initiative to bring its role-based applications into the cloud. It will use the Infor ION platform that supports other new Infor applications, including one for hospitality that my colleague recently discussed (See: “Infor Simplifies Hospitality...