Research Note Technology Value Matrix First Half 2014 Business Intelligence and Analytics

Document O81 RESEARCH NOTE May 2014

TECHNOLOGY VALUE MATRIX FIRST HALF 2014 BUSINESS INTELLIGENCE AND ANALYTICS

THE BOTTOM LINE The evolution of business intelligence is quickly leading to a splintering of markets as the previously monolithic world of BI is now a varied world of analytic applications, data discovery and visualization products, cloud-based and as-a-service business intelligence tools, and traditional BI platforms that pursue best-of-breed status in all of these areas simultaneously. In this fractured market, BI value propositions have become increasingly granular, which has forced vendors to focus on line-of-business support and ease of use concerns that are important to a specific audience to demonstrate value. This Value Matrix evaluates current vendors’ ability to deliver value based on usability and functionality and projects 6-month trends for each vendor.

The Business Intelligence Value Matrix focuses on platforms and products that provide value in the key areas of business intelligence: enterprise-class scale and availability for data, transformation of raw data into analytic-ready queries and semantic categorization, data discovery and analysis tools, delivery and sharing of analytic outcomes through reports and visualizations, and embedding BI functionality into new applications. As BI vendors look to improve their capabilities in 2014, they have found that specialization is increasingly important. Over the past year, key trends in the market include: . Data discovery is becoming a necessary part of the BI value proposition. Companies such as Qlik and Tableau have continued to raise the expectations for end users seeking direct interaction with data. The demand for these capabilities has shifted data discovery from an interesting capability to a core business intelligence necessity. . Collaboration is now an expected feature of business intelligence. Increasingly vendors that offer collaboration capabilities are driving the list of requirements that organizations are now using to evaluate their implementations. Users are listing this capability as a necessary part of their business intelligence solution, as it allows greater sharing of insights, and helps organizations improve productivity and business processes. . Unified business definitions are even more important. Many organizations face a growing data complexity challenge. With increasing data volumes, and the vendors continue to make incorporating external data sources into solutions easier for end

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users, the need to have a common business view or definition of the data is becoming a necessity. The importance of having everyone seeing the same business definition and speaking the same data definition drives productivity, trust in the data and adoption rates. . BI continues to move to the cloud. The advantages of moving BI to the cloud are far greater than simply reducing on-premise server costs. From a processing perspective, cloud BI allows companies to quickly add or remove processing resources as necessary. For data, cloud allows BI solutions to store large amounts of data on an ad-hoc basis. And with the emergence of Amazon as a key battlefield for business intelligence market share, vendors are experimenting with their business models (Nucleus Research n18, Amazon is the new battleground for analytics and data management, February 2013). Traditional pricing models are losing ground with customers looking to reduce costs. Many are choosing utility based costing and subscription models over user based or role based licensing to enable both internal and external users. . The ubiquitous nature of mobile BI. Over the past 6 months, mobile has become a ‘must have’ versus a ‘nice to have’. Vendors are extending their mobile BI capabilities to match those of the desktop environment. The key capabilities for advanced mobile BI that will increase value are to ease the effort of creating mobile applications and to provide direct mobile interaction with data that is both easy and accurate. As devices become increasingly ubiquitous and technologically capable, so does the users’ expectations of their applications. They are no longer satisfied with different or limited capabilities and experiences in unique interfaces. . The big money in Big Data. Business intelligence and performance management solutions have been raking in the money over the past 6 months as investors see a unique market opportunity to grab market share in today’s diverse business intelligence market. These investments will be used to meet the exponentially increasing interest in BI with new tools that meet end user needs on a global basis. Organizations are seeing the value in big data, and are expecting solutions will support those data environments.

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ANALYTICS VALUE MATRIX 1H2014

Facilitator Leader

Birs t Y ellowfin M ic rosoft IBM Q lik MicroStrategy A daptive Insights Information Builders T ableau GoodData T ibc o Board SAP

Jas persoft SAS Usability I nfor

O rac le

P entaho

A c tuate

Logi Analytics

Core Provider Expert

Functionality The Analytics landscape continues to be fragmented into multiple micro-markets based on the value propositions that companies desire. High performance business intelligence suites, and data discovery products provide their own value propositions based on the needs of the end user organizations. With this fragmentation, it is more important than ever to use the Value Matrix in terms of organizational need for functionality and usability rather than a simple vendor placement. Nucleus expects those investing in usability and dark cockpit-driven design principles will continue to advance in future matrices and will also gain market share away from those whose applications are more complex and costly to learn and support.

LEADERS

BI Leaders are defined by their ability to combine key BI functionalities that provide value with high levels of usability. The challenge for these vendors is to continue improving in both directions without being outflanked by their Expert and Facilitator counterparts Leaders include Birst, GoodData, IBM, Information Builders, MicroStrategy Microsoft, SAP, and SAS.

BIRST Birst, a leader in the Value Matrices for the last two years, and maintains its position. Birst continues to be a leading cloud BI vendor, linking cloud BI, visualization, and data warehousing into a unique value proposition. The investments in an end-to-end data

warehouse in Birst’s own cloud or with Amazon Web Services continue to have a disruptive effect in the market. Nucleus found that Birst’s integration of Amazon Redshift into an integrated analytics solution provided companies with an accelerated route to achieving analytics ROI (Nucleus Research n23 – Birst provides the one-stop shop for Amazon Redshift and analytics, February, 2013).

High levels of customer service, data management capabilities, and total cost of ownership continue to serve as top differentiators for Birst when compared to its competitors, and have been key factors in customers’ buying decisions. Many customers, when faced with the costs of an on-premises data warehouse, seek out cloud BI vendors such as Birst, for a lower cost investment.

In the past 12 months, Birst has shown an increase in partner activity, with increased efforts to build solutions for customers in CRM, Analytics, and assist with implementations, and industries such as technology, health and pharmaceuticals, financial services, manufacturing and insurance.

In December 2013, Birst released Birst Visualizer, a business-oriented, visual discovery tool that is hooked into the Birst logical layer, providing business logic to visualizations (Nucleus Research, n192 – Birst releases Birst Visualizer, December 2013). Users access the same data as the rest of the organization, thereby making sharing, collaboration and analysis more consistent, faster and reliable. With easy to use, self-serve access to business data, casual business users will be able to make data-based business decisions, as a result of their own investigations. These capabilities, initially targeted at existing customers, are now available to all customers as part of the Birst Discovery and Birst Enterprise at no additional charge.

Birst continues to focus on enabling the end users with easy to use, intuitive, cloud-based business intelligence software, maintaining business logic integration, and deployment flexibility, which are constant themes for many organizations. Birst is looking to support more cloud and on premise application sources, beyond the connectors already available to Salesforce.com, NetSuite, Marketo, Google Analytics, Oracle, SAP and others. Moving forward, Birst should look to increasing the number of mobile devices supported, as more organizations are seeking data visualization and discovery for their business intelligence implementations.

GOODDATA GoodData has established itself as a leading cloud BI vendor. In an analysis of GoodData customers, Nucleus found they chose GoodData over more traditional vendors because of its software’s usability, data governance, licensing, cloud model, and thought leadership (Nucleus Research, o65 – Anatomy of a Decision – GoodData, April 2014). Users were able to access the data they need for analysis, in a self-service way, and as a result, many organizations saw increased productivity and a more holistic view of their data and

business processes. GoodData’s PaaS model allowed organizations to focus on their business and not the work of systems administration, tool integrations, data manipulation, management, and optimization.

GoodData offers an end-to-end, multi-tenant and extensible BI platform-as-a-service (PaaS) targeted at IT departments in midsize to large enterprises. It enables IT to govern data and deliver trusted datasets to end users for data discovery as a complement to existing information management initiatives or as net new deployments. The GoodData platform provides organizations the ability to collect, store, refine, visualize, analyze, report and integrate data.

The GoodData platform is at the core of each GoodData product line, including Powered By GoodData, a partner program that helps partners deliver best-in-class analytics to customers, and GoodData’s Enterprise offerings that allows IT organizations to build the custom analytics they need. Both types of customers enjoy the open architecture of the cloud-based, multi-tenant GoodData Platform, helping IT deliver quick, simple and flexible self-service access to all their users. GoodData also offers pre-built templates, designed for a selection of disciplines, including sales, marketing, social media, and customer service. Additionally, GoodData offers expert services and training to ensure success for customers of each product line.

In March 2014, GoodData launched the Open Analytics Platform. This platform incorporates big data management technologies such as Hadoop, HP Vertica and MongoDB as its “Data Storage Service,” the “Data Lake” style foundation for increasing the storage and processing capacity it offers customers. The platform also includes open APIs for adding custom visualizations in HTML5 and JavaScript and for automating BI tasks such as data workflow, event notifications and interactions with transaction systems.

The analytics platform also has the ability to run analytic functions written in R directly within the database. GoodData is providing APIs for defining and executing custom predictions by running R routines as well as offering a bulk export capability for sharing data with data discovery tools from other vendors.

In the past year, GoodData has increased its focus on social analytics, announcing a partnership with Semantria, a leading sentiment intelligence solutions provider. GoodData has strong point applications, through its pre-built templates, with extensive data source integrations--especially for cloud-based data, and a solid OEM story with 100+ companies serving over 35,000 downstream customers with “Powered-By GoodData” embedded analytics.

IBM IBM’s products in core business intelligence, performance management, predictive analytics, and Big Data management have all provided demonstrable value, including

multiple documented projects over the past 12 months with a payback period of less than a year. IBM continues to focus on providing greater time to value, increasing productivity for its users, and providing the deployment flexibility and ease of use organizations are looking for.

Over the past year, IBM has continued to develop analytic capabilities for its analytic portfolio, and has added these capabilities into more complex analytics solutions, with new solutions areas such as risk analytics, procurement, sales performance management, social collaboration and product life cycle management. IBM is aware of the challenge of providing and implementing a full BI solution and continues to conduct research on the use of analytics across its user community to better respond to the needs of its customers. It has released enhanced visualization capabilities, improved performance with dynamic cube technology, and increased support for HIVE and other big data sources.

IBM has also broadened its product suite offerings to promote usage with small and medium businesses, especially with products such as IBM Cognos Insight, IBM SPSS Modeler Advantage and IBM Cognos Express, that can bring enterprise capabilities to the individual user and smaller organizations.

IBM is raising its own bar with respect to the cloud with several recent announcements in October of new capabilities and features including the availability of IBM Cognos TM1, Cognos Disclosure Management, Kenexa Survey Analytics, as well as the release of IBM Concert, a new Software as a Service offering designed to provide a collaborative user experience across performance management solutions by blending social, mobile, dashboard, reporting, and analysis capabilities.

IBM’s continues its big data initiatives with IBM® SPSS® Analytic Catalyst and IBM Business Intelligence Pattern with BLU Accelerator. Analytic Catalyst uses the power of SPSS Analytics Server to help accelerate analytics by identifying key drivers from big data, providing statistical analysis and discovery on big data, and making it more accessible to business users. IBM Business Intelligence Pattern with BLU Acceleration speeds analytics and reporting through dynamic in-memory columnar processing. This new technology from IBM Research and Development labs provides an extremely efficient way to find relevant data. Other innovations, such as parallel vector processing, data skipping and actionable compression, set BLU Acceleration apart, making it easier for users to connect with needed information at breakthrough speed.

IBM’s Rapidly Adaptive Visualization Engine (RAVE), for creating static and interactive visualizations for use in Cognos BI and other IBM analytics products is continuing to be integrated into many parts of the solutions. Supporting both common and advanced visualizations, RAVE charts are extensible, so a client no longer has to wait for new visualizations to ship with product.

With IBM’s acquisitions, Cloudant, Inc., which extends IBM's big data and analytics, cloud computing and mobile offerings, and SoftLayer, a cloud computing infrastructure company, IBM is clearly looking to provide value and change the way customers adopt the cloud, mobile and big data. Nucleus has seen customers gain value from the Smarter Commerce and Smarter Planet initiatives and expects IBM will continue to provide value from solutions within these initiatives, and continues to define and extend its footprint in the Big Data, Cloud and Analytics space with these acquisitions.

IBM is improving its software deployment with Patterns, a set of automated, preconfigured installation packages that simplify the implementation, follow best practices and are virtualized, improving time to value and reducing costs. These patterns, available now for business intelligence with BLU acceleration, and cloud deployments, will continue to have releases, new versions and enhancements in the coming year.

In January, IBM announced a new business unit, focuses on IBM Watson and delivering cloud based cognitive innovations. Shortly after, three new Watson services were released. Watson Discovery Advisor, is designed to accelerate and strengthen research and development projects in industries such as pharmaceutical, publishing and biotechnology. Watson Analytics (in beta), delivers visualized Big Data insights, based on questions posed in natural language by any business user, and IBM Watson Explorer, helps all users across an enterprise uncover and share data-driven insights more easily, while empowering organizations launch Big Data initiatives faster.

INFORMATION BUILDERS Information Builders continues to develop its full portfolio of data management with hundreds of sources, core BI, packaged applications, advanced analytics, and predictive analytics, and for these reasons, it is in a leader’s position.

Information Builders’ mobile apps are based on device-neutral approach so organizations are not having to limit the device of choice among their end user community. With an increasing level of BYOD, there is an expectation from the end users that there will be mobile device flexibility. Information Builders has also focused on app development, the generation of self-service portals, and the ease of analytic consumption.

In November, Information Builders announced the availability of InfoApps, a self-service environment that provides an “app store” delivery mechanism populated with business- focused applications. This portal and these applications can extend the benefits of BI to a much broader user base and reduces reliance on IT. The self-contained, interactive BI apps, easily consumable on multiple devices, are small, and focused on specific business problems. InfoApps have quickly become a strong focus for many organizations, providing the flexibility, ease of use, and deployment options organizations are requiring.

In late 2013, Information Builders announced its partnership with Beacon Integrated Data Services (IDS), a proven Data-as-a-Service (DaaS) solution. This will extend the data reach for Information Builders’ WebFOCUS BI and analytics platform. In March 2014, Information Builders announced a partnership with Esri, to extend the mapping capabilities and allow WebFOCUS users to access the most current geographical data and providing insights into the geographical forces that impact their business.

Information Builders is gaining market strength, with deployments in excess of two million users, by providing the end-to-end solution with the ease of use and data integration organizations are looking for.

MICROSOFT Microsoft Excel is still the default self-service BI tool around the world and drives its leadership position for usability. Microsoft has focused this year on providing additional business value in many other areas of its portfolio, and delivering self-service BI solutions to business users with the ease of use and familiarity of a tool they already use, Excel.

Microsoft continues to invested heavily in its cloud offering, Office 365. Microsoft is committed to being more transparent, creating a reliable release schedule, and communicating its Office Web Apps strategy and roadmap. There will be a monthly and quarterly cadence to updates to the service, providing an agile model that will allow quicker response to feedback from customers and deal with customer issues faster. Core investments have been made in areas such as security, compliance, data management, infrastructure, and communications. Additional development work focused on user productivity has brought Office Mobile to iPhones and Android phones, with access to Word, Excel, and PowerPoint documents stored in Office 365 so users can update, and edit documents from their devices. Microsoft has also updated features for Outlook users, improving the experience on the iPhone and iPad devices. Microsoft Lync, Yammer and SharePoint have all had significant improvements made to enhance social and collaboration capabilities.

In February 2014, Power BI for Office 365, a self-service business intelligence solution, was released to general availability. Power BI is delivered through Excel, and provides users with data analysis and visualization capabilities to identify business insights either on- premise or within a trusted cloud environment. Power BI features include Power Query, Power Map and Q&A natural language query engine.

In looking at Office 365 users, Nucleus has found firms with small or limited IT staffs can benefit from lower IT management costs and greater user productivity when IT doesn’t have to manage their collaboration infrastructure.

Microsoft is focusing on providing collaboration, connectivity, scale and governance via SharePoint, and with Power BI for Office 365. Microsoft is engaged in providing customers

with the ability to extend their existing investments for on-premises data warehouses and operational systems as well as cloud-based data sources and Hadoop clusters to create secure and easy to use self-service BI solutions that can also monitor employee access and usage.

Microsoft is continuing to leverage the investment that customers have made in the Office platform, and this commitment should improve confidence in the user community for this cloud solution.

In April 2013, Microsoft announced the launch of Windows Azure as Infrastructure as a Service (IaaS). With Microsoft's support of Oracle's data and application platform as a service (PaaS), Windows Azure has to immediately be considered as a serious infrastructure option for the enterprise. Oracle Linux support will allow Microsoft to support more Linux loads, which has become increasingly important as Linux market share continues to rise in the server space.

In October 2013, Microsoft’s Hadoop service, Windows Azure HDInsight, was released to general availability, and in March 2014, HDInsight support for Hadoop 2.2 was released to general availability, further extending the options that customers have in accessing and leveraging big data. In April 2014, Microsoft released SQL Server 2014 which added an updateable in-memory ColumnStore and Power View for multi-dimensional models.

MICROSTRATEGY Recent upgrades to the MicroStrategy Cloud-based deployments, with the full functionality of the BI platform, and customers stating reductions in IT costs, have placed MicroStrategy strongly in the Leader quadrant. Customers have attributed their deployment success to the ease of use of the tools, and the ability to handle large datasets. By providing Desktop Analytics and Express for free, MicroStrategy is providing high value access to big data. Organizations choose MicroStrategy to run on top of AWS because of the ease of deployment, robust analytics features, mobile app development environment, and ability to scale as data needs grow. The software suite supports any data source, including Amazon Redshift, Hadoop, SAP BW, Salesforce.com, Microsoft Analysis Services, Essbase and IBM TM1.

MicroStrategy’s single code base minimizes upgrade and configuration costs over time, providing BI capabilities seamlessly through a single unified architecture allowing organizations to easily grow their BI deployments by either adding new BI styles to the existing deployment or by gradually moving from a departmental BI implementation to an enterprise-wide BI application with data integration, BI, an analytics platform, ETL, OLAP and reporting, interactive dashboards, data discovery, adhoc analysis, data mining, and predictive analytics.

MicroStrategy’s comprehensive end-to-end BI solution has a fully integrated and trusted data discovery offering, Visual Insight. MicroStrategy Visual Insight is designed for performing data analysis in a fast and intuitive way by utilizing capabilities like drag-and- drop manipulations, drop zones (size-by and color-by) for multidimensional analysis, highly graphical displays, intuitive filtering controls, and built-in best practices for visual exploration, and allows users to bring in data from spreadsheets, databases or Hadoop.

MicroStrategy offers a Mobile App Development Platform for creating purpose-built, workflow-driven mobile apps that provide improved performance, scalability, and security of the Mobile Apps, and deliver an intuitive user experience. MicroStrategy Mobile’s integration with Cisco Unified Communications allows users to easily share insight and collaborate with others in real time, within the app. It has extended usability features such as the ability to view multiple iPads on a single screen, a number of multi-touch gestures that can be integrated to device specific capabilities for BI specific tasks, and allows the delivery of images, text, web content, desktop publishing design on a single page.

In October, MicroStrategy announced the MicroStrategy Analytics Desktop, a quick and easy to use self-service tool. This free, standalone product provides users with the ability to connect to databases, create visualizations, and build dashboards. MicroStrategy has incorporated advanced analytics from R into MicroStrategy Analytics Desktop, extending the visualization and analytic capabilities to new users within organizations.

MicroStrategy’s Analytics Platform includes the Analytics Desktop, plus 2 additional products; MicroStrategy Analytics Enterprise (Enterprise-grade business intelligence), and Analytics Express, which is a free cloud-based self-service visual analytics solution. The Analytics Platform is now certified and optimized for, ParStream’s Real-time Database for Fast Data Analytics. MicroStrategy Analytics Express, formerly known as MicroStrategy Express, is a software-as-a-service (SaaS)-based application that provides self-service analytical capabilities of the Analytics Desktop, with reports and dashboards, native mobile applications, and secure team-based collaboration, in the Cloud. Customers rated the functionality and usability of Express very highly, and chose the solution to gain a consolidated view of their business processes in an easy to consume and navigate dashboard. Express inherits all the major functional upgrades of the MicroStrategy Analytics Platform, including new data blending features, improved performance, and new map analytics

SAP Over the past several months, SAP has continued to focus on building improvements in high performance analytics, predictive analytics, visualizations, cloud deployments and improving the user experience. SAP’s leadership position is driven by its focus on the user experience, including the development of in-memory database capabilities in HANA- based applications and in Mobile with Sybase-driven mobile deployments. The increased

focus in visualization with Project LAVA is also a positive move to providing an improved end user experience.

SAP has continued to work on developing and releasing innovations in in-memory computing, mobile, and cloud solutions, providing the content, and best practices that its customers are looking for, across many industries and lines of business.

SAP’s BI solutions product strategy is focused on providing a strong user experience, advanced functionality for analytics, and scalable, flexible solutions. SAP BusinessObjects Suite enables real-time collective insight and delivers a scalable enterprise BI solution, providing all users the ability to access all their data, on any device, across any platform. Users stated increased visibility, enhanced data consolidation and interaction capabilities, and the strength and flexibility of the dashboarding capabilities were key values gained with the use of BusinessObjects. SAP Lumira delivers solutions for agile visualization and data discovery that provides an easy to use interface for users to explore data, drives real- time understanding of the business, and with a flexible deployment, allows for desktop, web, and mobile users with native on-premise and cloud-based deployments. SAP InfiniteInsight, gained in 2013 with acquisition of the KXEN predictive technology, provides predictive analytics users can perform more profitable, forward looking decision making.

In March 2014, SAP announced a new in-memory data fabric to deliver real-time, in- context business decisions. Version 7.4 the SAP® Business Warehouse (SAP BW) application powered by SAP HANA is part of this new in-memory data architecture. This new technology provides the speed of business intelligence that front-line employees need to make businesses more productive and competitive in real time.

SAP’s recent acquisition, KXEN (Nucleus Research n138 – Predictive big data for business users: SAP to acquire KXEN, September 2013), allows SAP to appeal to a broader spectrum of users. SAP has Business Objects as a BI provider, and SAP already has a workbench for designing predictive analytics models so it will be a natural fit to integrate KXEN. In the past year, SAP has pursued two goals: increasing the ROI of analytic deployments and increasing the ease of use associated with enterprise functionality, and is starting to see success in those efforts.

SAS SAS provides a complete suite of business intelligence, performance management, and predictive analytics applications built on top of a strong programming environment designed to support these analytical use cases.

SAS announced a new major version of Visual Analytics in 2013. This in-memory BI solution, significantly simplified the ease of use of SAS BI, combining auto-charting and mobile access with existing SAS functions, providing the data visualization and data discovery for its users. In March 2014, an updated version was released with faster and

easier data loading, new text and unstructured data analytics, more reporting features and improved mobile device capabilities. SAS offers a hosted cloud environment that allows customers to quickly start using SAS Visual Analytics, and leverage the many benefits of a cloud based deployment like: quick time to value, no on-site hardware expenses, and reduced management and administration.

With the release of Visual Analytics, SAS now offers a solution with broader appeal. Visual Analytics covers end-to-end analytics; the data preparation, data exploration, and visualization, as well as model development and model management, and rapid mobile BI deployments, with dashboards, easy to use analytics and collaboration capabilities. SAS has seen a high adoption rate of Visual Analytics, as it is fitting a need that many of its customers were seeking to meet.

EXPERTS

The Expert category is dominated by BI products that are optimized for Big Data applications that require expert developers, but provide high levels of value. Experts include Infor, Oracle, and Pentaho.

INFOR Infor provides a set of BI capabilities which provide a relatively high level of usability and ease of management. Infor BI uses its common technology platform, Infor Dynamic Enterprise Performance Management (d/EPM), an end-to-end offering, bringing together BI/analytics and CPM with an in-memory multi-dimensional architecture. This provides organizations with a common data model, a single version of the truth, and data they can trust. Infor Analytics is based on an information rich enterprise data hub called the Business Vault. Infor uses an in-memory database platform that is part of Infor BI called the In-Memory Grid for high performance analysis including drilling up and down hierarchies and performing calculations. This platform supports write-back for forecasting and planning, allowing organizations to integrate their CPM and BI capabilities and tasks. Infor incorporates R for statistical forecasting, providing analysts additional advanced analytics for planning and forecasting requirements. Infor ION provides workflow and event monitoring.

Infor provides users with the ability to mashup business and operational data alongside planning and forecasting information to get better insight to business results and drivers. Social collaboration is provided with Infor Ming.le, which allows users to easily collaborate, share that information, and gain insights needed for business decisions. Infor Motion Dashboards allows users to easily view business results, create mashups of business data, and enter plans and forecasts from mobile devices.

Infor ION provides a loosely-coupled standards based approach for integrating data from Infor and other non Infor applications. Infor ION Business Vault provides the ability to

model hierarchies and master data relationships. This capability ensures all users are using the same business view and definitions, simplifying data insight, reducing the challenges of misinformation and increasing the trust in the data. The Business Value provides audit and data lineage capabilities to reconcile transformations from source to target. Infor BI’s semantic data layer, Data Links, provides simplified access to applications and databases for reporting and analytics. Business rules are modeled in a single layer which then can be accessed via production reporting, analytics, and ad-hoc reporting tools.

As part of Infor’s extensive solution offerings, out of the box pre-packaged analytic content are available for areas like sales, production, and project cost. Customers can build their own analytics using the dashboarding and analytic capabilities of Infor d/EPM suite. These dashboards can be delivered via web or via mobile devices. Users can use the dashboard components/widgets to create their own personal dashboards, and also use self-serve features to create new widgets on the data sets, all within the dashboarding environment.

In the past year, Infor has released new solutions, such as the Infor Healthcare TrueCost solution, and delivered further integrations into the Infor ERP applications. Infor has also introduced several new packages as part of the Infor Cloudsuite, using the Amazon Web Services (AWS) Cloud, and providing the on-demand and auto-scaling built into Infor applications, as well as the access to resources in AWS when needed.

Infor has focused on improving the user experience associated with its applications as a whole. In particular, Nucleus has spoken with customers that used Infor's mobile applications, and found that Infor provided strong dashboarding and reporting capabilities compared to competitors’ products.

ORACLE Oracle is considered an expert because of its extensive portfolio of business intelligence applications that support an exhaustive set of business functions, can fully integrate with a single ERP data warehouse, and its breadth of business solutions. Oracle's high functionality reflects the breadth of the Oracle offering, which includes business intelligence, performance management, predictive analytics, data mining, and Big Data tools.

By shifting from a code-based user interface to a drag-and-drop based interface, Oracle has opened up mobile app development for line of business users. There has been an increased focus on customer experience, with immediate availability to Cloud customers. (Nucleus Research N152 –Oracle announces enhancements to sales, marketing, service, social cloud, October 2013). Although the marketing, service, and social functionality represent incremental increases in products with some maturity, developments in the Oracle Sales Cloud capabilities are significant. These announcements further cement

Oracle’s focus primarily on two key pain points for customers: mobile access and integration.

Oracle has continued to make advancements in integration across the portfolio (Nucleus Research n119 – Oracle announces new release of RightNow Cloud Service, August 2013) as well as mobile service and other capabilities, and Nucleus has continued to see solid return on investment for customers, particularly around Service Cloud (Nucleus Research n114 - Oracle RightNow Service Cloud ROI case study - Anonymous, September 2013).

PENTAHO Pentaho is a complete analytics and data integration platform, providing tightly integrated capabilities that deliver faster time to value, a single vendor and single service partner to reduce costs, and integrated analytics and data integration for faster access to multiple data sources, to expedite the path from data to business insight. Pentaho customers derive high value from a comprehensive platform that provides operational and interactive reporting, data discovery and analysis, visualizations and dashboards, predictive analytics and data mining, a graphical visual design for ETL, and broad connectivity to a comprehensive array of data sources including big data sources such as Hadoop, NoSQL and Analytic databases.

Pentaho’s open source BI platform continues to provide documented value to customers. In ROI case study research, Nucleus identified benefits from Pentaho that included reduced hardware and software costs, postponed capital investments, increased manager and employee productivity, and increased revenue.

In 2013, Pentaho announced the release of Pentaho Business Analytics 5.0, which provides a full spectrum of analytics for big data-driven businesses regardless of data type and volume, IT architecture or the analysis required. The new, modern interface simplifies the user experience for all those working to turn data into competitive advantage. Included were enhancements in big data blending, data integration, administration, as well as enhanced capabilities for MongoDB, including automatic metadata layer discovery, interactive reporting, and improved control for inserting and updating data into MongoDB collections.

In 2013, Pentaho introduced a new adaptive big data layer in its platform that accelerates access and integration to the latest versions, and capabilities of big data stores such as Hadoop distributions, NoSQL databases and specialized big data sources. It also announced a “think tank” called Pentaho Labs for innovating breakthrough big data-driven technologies in areas such as predictive and real-time analytics.

Pentaho acquired Webdetails in 2013, a visual interface development and consulting service specializing in data visualizations. This bolsters Pentaho’s ongoing effort to expand

the range of visualizations available to customers, and enhance the Pentaho platform user experience.

In April 2014, Pentaho announced certified support for Cloudera 5. This combines Pentaho’s easy to use visual interface for data ingestion, manipulation, integration, and task orchestration with Cloudera, allowing organizations to get a more comprehensive view of data across the enterprise. In the last few months, Pentaho has also added Storm and YARN support to its real time capabilities, and help organizations gain value from Hadoop.

FACILITATORS

The Facilitator solutions are easy to implement, manage, and use, which leads to large enterprise deployments over time. Facilitators include Adaptive Insights, Board, Jaspersoft, Qlik, Tableau, TIBCO Spotfire, and Yellowfin.

ADAPTIVE INSIGHTS In February 2014, Adaptive Planning changed its name to Adaptive Insights to reflect the expansion of its CPM and BI suite beyond planning, budgeting, forecasting and reporting. In 2013, Adaptive Insights introduced Adaptive Consolidation for its financial consolidation solution, which joined Adaptive Discovery which was introduced in 2012 for cloud business intelligence and data visualization.

Adaptive Insights provides integrated business intelligence (BI) with corporate performance management (CPM) giving customers a unique value proposition. The provision of both capabilities within a single platform provides the flexible deployment options many organizations are looking for. Nucleus has found that enterprise and midmarket organizations are choosing Adaptive Insights for its ease of use, greater collaboration capabilities, cloud deployment and competitive functional capabilities. It is completely web and cloud based for ease of self-service creation, analysis, and consumption of analytics. Customers can optionally integrate analytics and visualization with planning and consolidation, simplifying the deployment of financial analytics without requiring complex configurations. Users are able to perform completely freeform dashboard creation, without requiring IT.

Adaptive Insights’ customers have cloud-based deployments that scale in size including one customer who rolled out the solution to three thousand seats, with no IT involvement. Most recently, another customer deployed Adaptive Insights’ BI solution, Adaptive Discovery to 45,000 seats. Adaptive Discovery’s ease of use and ease of deployment from single-seat to enterprise-sized deployments has made it a popular choice in many organizations.

In 2013, Adaptive Insights added additional functionality to Adaptive Discovery including scheduled print quality snapshot report reporting in multiple formats, against any dashboard or group of metrics, detailed query and pivot table style reporting across multiple underlying data sources, freeform dashboards with charts and tables that can be easily resized to emphasize key metrics. The direct integration of data from the Planning and Consolidation applications and operational data sourced from data warehouses, CRM, and ERP sources into a single set of dashboards was a key factor driving the decision to use Adaptive Discovery for most of the organizations analyzed by Nucleus. It allows for greater data discovery for operational and financial analytics. Adaptive Discovery has preconfigured content, including dashboards with scorecards and charts for specific user roles, they ease deployment and can enable rapid adoption and analysis.

Adaptive Insights’ ability to provide cloud-based aggregation provides rapid query response even against tens of millions of records without requiring complex tuning or configuration. Customers are able to quickly and easily consume millions of rows of data from multiple locations.

In addition, Nucleus has spoken with several analytics customers who have chosen Adaptive Discovery over other vendors. In choosing Adaptive Discovery, these customers noted usability, integration into their existing systems, flexibility, cloud delivery, total cost of ownership, reputation and references as key differentiators.

BOARD Swiss-based Board provides an integrated BI and corporate performance management (CPM) solution that is cost effective, has provided revenue improvements, and cost savings for its customers. It has a programming-free interface to create full blown business intelligence and performance management-based applications. The Board solution has the ability to provide an integrated business planning environment extending past finance, with a multidimensional database, a hybrid user interface supporting both client-based and web-based interactions, and a focus on self-service and ease of use. Nucleus found Board to be useful both for internal usage, and for client-facing reporting needs.

In January 2014, Board released 8.1, with support for mobile access to applications, including Windows 8 and Apple iPad. Users can now access their applications with mobile devices and can also use the application and data in offline mode, reducing the risk of lost work in low network areas. Mobile deployment is simplified with a common code based approach used to develop the applications, Most of the desktop and web-based features are available on the mobile platform, with data entry for mobile expected in the upcoming BOARD 8.2 release. Board has also improved performance, security, localization, and scalability to meet the needs of its growing number of enterprise global customers. Board continues to focus on improving enterprise performance by providing greater usability, and improved performance with analytical and planning capabilities in a single architecture.

Over the past year, Board has seen success against business intelligence visualization vendors that lacked back-end analytic support as well as performance management vendors that did not provide the analytics functionality that Board supported. Board has implementations that support thousands of users, and continues to have customers choose its solution based on the combined BI and CPM flexibility it provides users

Although Board has strong analytics and visualization capabilities relative to other BI vendors, the company can continue to increase its usability, and scale by pursuing a cloud solution that is on par with its existing on-premise, desktop solution. By extending this strong analytic performance management solution to remote and distributed users, Board can extend the reach of its BI and CPM offerings.

JASPERSOFT Jaspersoft’s business intelligence suite allows users to easily create interactive reports, dashboards and data visualizations. Jaspersoft empowers people with timely, actionable data inside their apps and business processes. Its embeddable, cost-effective reporting and analytics platform allows anyone to quickly self-serve and get the answers they need, and scales architecturally and economically to reach everyone. Jaspersoft’s availability on the AWS Marketplace, ease of purchase, pricing strategy and ease of implementation has been cited by many customers as a key factor behind evaluating and purchasing Jaspersoft.

Jaspersoft’s 100% web based architecture is designed to easily let customers modify, and integrate Web pages into their own application. The Java based architecture, modern REST based API, and open authentication framework, enable developers to tightly integrate into their application environment. Jaspersoft’s subscription server based pricing model is designed to offer attractive price points for those starting to implement BI functionality with a discounted tiered structure for increased server utilization.

Use of open standards helps Jaspersoft to be easily integrated in to the applications and business processes used every day, reducing initial and ongoing implementation costs. Reports are automatically interactive on the web, empowering end user flexibility to modify content, personalize reports, and free technical resources from responding to constant change requests. Jaspersoft provides a single interface for ad hoc reporting and OLAP with dimensional zoom for drill down analysis, quickly offering insight to varying levels of data from multiple perspectives.

In analyzing the experiences of joint Amazon Redshift-Jaspersoft customers, Nucleus found a number of key benefits including reduced cost, increased productivity, faster time to value, and reduced risk (Nucleus Research, n170 – AWS and Jaspersoft – A new way of looking at BI in the Cloud, November 2013). Customers indicated the need to roll out a solution to external and internal users, which requires an intuitive, easy to use tool with

little training required. The Jaspersoft solution met that requirement. In some cases, the external users would be infrequent users of the solution, so minimal training and intuitiveness was very important. Jaspersoft offers open source reporting and analytics server built for AWS that can run standalone or be embedded in applications, multi-tenant or on a subscription basis.

In 2013, Jaspersoft announced support for Windows Azure, providing the capability for developers to embed Jaspersoft’s flexible, cost-effective BI offering inside applications and processes built on the Windows Azure platform.

QLIK QlikView is a strong data visualization tool for ad hoc data, and has seen market success over the years. However, QlikView’s traditional strengths are being challenged by an increased market focus on visualization, end users asking for more individualized and nuanced data discovery capabilities, and Qlik's increasing focus on mid-sized and large enterprises at the expense of its traditional small and medium business market. QlikView has been successful in the enterprise, with multiple million-dollar deals, and enterprise- wide (not just departmental) displacement of traditional BI.

Analytically-mature companies are now evolving from answering the ‘what’ questions with BI (a descriptive approach), to answering ‘why’ (a diagnostic approach). This is made easier with QlikView’s unique associative experience, as customers have come to realize visualizations alone are not sufficient to answer why. Qlik continues to face challenges both from smaller SaaS-based vendors and traditional BI platforms. Qlik has taken steps to counter its new analytics rivals, and retain its position and market share as a top visualization player, with the release of QlikView.Next, and an increased focus on the customer, the important of data governance, and the announcement of the Customer Success Framework.

In 2013, QlikTech announced the Customer Success Framework, which delivers an ecosystem of people, services, and technology to address customer needs as they scale out their initiatives from SMB analytics to big data projects. This framework includes an online community with nearly 100,000 members comprised of customers, partners, developers and enthusiasts to provide a forum to interact, and further develop best practices and insights, as well as a marketplace, partner program, and services.

Qlik also announced at the same time, QlikView.Next, a re-imagining of BI, supporting the way people naturally ask questions, and pursue answers without the limitations of reports or even ad-hoc visualizations. As Business Discovery is being adopted as an alternative BI platform, QlikView.Next gives users the immediate insights they need, and IT professionals the enterprise manageability, and governance they require. Qlikview.Next is targeted for release the end of this year. Qlik has also indicated it will continue to support Qlikview and will not force customers to migrate to Qlikview.Next. To make next-generation BI

accessible, and useful for a broad range of users, Qlik released Natural Analytics which supports the way human curiosity naturally searches, filters, questions, and finds associations in data to find meaning in information, more easily reveal insights, and enable decisions in the process.

Over the next few months, Nucleus looks forward to Qlik’s approach as it has shifted from first-mover innovator to an established analytics vendor being targeted both by innovative new companies, and by traditional BI vendors.

TABLEAU SOFTWARE Tableau has focused on individual data discovery, which has led it on a unique path among analytics vendors. Although Tableau is often compared to Qlik, Nucleus found that Tableau's data discovery capabilities serve a different role than Qlik and other data visualization vendors. Tableau's visual analytics toolbox is built to provide individuals with direct access to multiple data sources, and the freedom to define the report structure. This allows end users to directly choose the data sources used to provide insight without requiring complex data management skills.

This approach is reflected in Tableau's support of data sources from IBM, Oracle, Microsoft, and SAP, as well as cloud data warehouse solutions such as Amazon Redshift. Also, Tableau's support of MapR Hadoop to accompany existing support for Cloudera's Hadoop distribution (CDH) provides enterprises with a roadmap to support data discovery as they shift their Big Data from expensive relational databases to cheaper Hadoop distributions. Tableau has data partnerships with Salesforce.com, Amazon Redshift , Amazon Web Services, Google BigQuery, and Analytics, DataStax, DataSift, SnapLogic, Syncsort, Informatica, and 1010data. Tableau's unique role in the enterprise analytics world justifies its placing as one of the most usable and functional vendors in the Facilitator category of the Analytics Value Matrix.

Customers are continuing to test Tableau’s scalability, and bring it to the status of a true enterprise solution. As an example, one anonymous customer had 36,000 server users who used 7.5 terabytes of data on Teradata, and additional storage in Hadoop. Deployments range from tens of thousands of users to small organizations with one or two. These customers have driven the need for additional security, processing, and workload management capabilities. In response, Tableau released support for IPv6, SAML, 64-bit computing, and external load balancing in Version 8.1 to meet the increasing demand for enterprise deployments with specific IT-driven needs. In addition, Tableau’s Cloud offering, “Tableau Online” now has more than a few hundred companies as customers.

In late 2013, Tableau released version 8.1, with new features and capabilities driven entirely by the Tableau user community, including quick filter customizations, transparency support, an improved presentation mode, and the ability to copy sheets between

workbooks for building dashboards. This release also included integration with R to provide statistical depth in box-and-whisker plots, forecasts with confidence intervals, new rank and percentile functions, and enhanced Web and mobile interactivity with improved mobile tablet apps, including Android, and upgrades to data connectors, and stored procedure support.

Tableau released Tableau Public, a free data storytelling application. More than 30 thousand users have taken the opportunity to create and share interactive charts and graphs, maps, live dashboards, and applications that can be published anywhere on the web. Tableau has also brought the value of analytics and data discovery to the classroom, providing the software to 19 thousand students.

TIBCO SPOTFIRE TIBCO Spotfire's combination of predictive analytics, visualization, and collaborative BI provides additional functionality. Customers have reported cases where Tibco Spotfire has come into organizations that already have traditional BI solutions, and wins as a friendly, easier to deploy, solution.

In 2013, TIBCO Software announced the acquisition of Maporama, a cloud based geospatial analytics and location intelligence solution, combines geographic information and business intelligence to provide location-based context for enterprise data. That same year, Tibco acquired StreamBase Systems, a provider of streaming analytics software that is used in real-time environments typically associated with complex events processing (CEP) applications. This acquisition is pushing Tibco Spotfire further into big data analytics.

Released in late 2013, Spotfire version 6.0, focuses on four key areas, KPIs and metrics, location analytics, event analytics, and enterprise cloud. It provides intuitive visualization, analytic dashboards, and applications, dimension-free data exploration, and the ability to combine disparate data sources, without scripting or requiring IT intervention. Tibco Spotfire 6.0 has improved event analytics with the automation of delivery of analytic applications based on trends, KPIs delivered on mobile devices, tablets or laptops, and the ability to leverage a full Spotfire deployment in the cloud, providing secure cloud-based analysis to on-premises, and/or cloud based data sources.

In April 2014, Tibco announced TIBCO Spotfire 6.5, to be released in May. Spotfire 6.5 continues to focus usability, allowing organizations to connect to diverse data sources, including new spatial data sources, and create rich visualizations, enabling analytics from the simplest to the most complex levels in one product. In addition, it allows users to easily build applications. Also included in the release of Spotfire 6.5 is an updated single- seat Spotfire desktop product, which provides the full power and ease of use of the Spotfire platform for individual users. Spotfire 6.5 adds location analytics, with support for Esri ArcGIS and WMS location data. Users will be able to combine demographic, climate,

geographic, and other data sources, as well as map projections that will add new layers of insight to location-based analyses.

Just this week, Tibco announced its acquisition of Jaspersoft, a cloud based BI vendor, listed as a Facilitator in this Value Matrix. Jaspersoft’s business intelligence suite allows users to easily create interactive reports, dashboards and data visualizations. Nucleus will follow the developments closely to understand how the two solutions will co-exist.

YELLOWFIN Yellowfin’s combination of a collaborative BI platform, strong in-application BI presentation capabilities, data visualization, proactive alerts, and decision making capabilities, provides a simple, easy to use BI solution on a platform that is 100% web- based.

Yellowfin Mobile BI supports Android and iOS, and users can create reports via their mobile devices, extending the usability and accessibility of the solution. Reports, analytics and dashboards can be accessed with the same format across desktops, via any platform or device, providing consistent reporting for all users. As more and more organizations are looking for greater ROI, reduced IT reliance and greater user productivity, Yellowfin’s focus on keeping the user interface and presentation layer simple and easy to use, has allowed it to compete on multiple layers for enterprise, departmental, or embedded BI deployments. Customers stated Yellowfin’s easy to understand user interface, flexibility, self-service discovery and ease of deployment were key factors behind the success they have seen in their deployments. Yellowfin offers key administrative, management, and advanced data analysis and exploration functions necessary for enterprise-wide deployments.

Yellowfin is one of the only vendors to offer one all-inclusive license type to ease purchase. This unique licensing model takes advantage of its single-integrated solution, and is designed to ensure its clients derive the greatest value possible from their Yellowfin BI deployments. Yellowfin’s license type, offering clients the ability to enable every user with access to Yellowfin’s full range of features and functionality. Each license is also all- inclusive – there are no separate charges to utilize Yellowfin’s Location Analytics, collaborative capabilities, or native apps for iPad, iPhone and HTML 5 app for Android devices. Yellowfin’s per annum licensing model also ensures that clients only ever use what they require.

CORE PROVIDERS

Core Providers provide business intelligence capabilities to the market that are affordable and easy to purchase. Core providers include Actuate and Logi Analytics.

ACTUATE Actuate provides a comprehensive suite of BI development and deployment products based on BIRT, as well as BIRT Analytics, a self-service software solution that enables exploratory data mining and predictive analytics for internal discovery of insights. Those insights can be put into direct action across the organization, using BIRT iHub™ deployment services. Actuate has strong partnerships and integrations with other big data leaders, including Hortonworks, Cloudera, Amazon, and VMware to ensure customers have the most implementation flexibility when choosing Actuate and BIRT. Actuate is available on the Amazon Marketplace, with per user and monthly pricing.

Nucleus analysts found customers used BIRT iHub to achieve benefits in two broad categories: increased employee productivity and reduced technology costs. By using BIRT iHub to minimize data in motion and rationalize application design environments at scale, customers accelerated time-to-value both in development and production situations (Nucleus Research, n194 – Maximizing the value of BIRT iHUB, December 2013).

Actuate offers a variety of resources to the BIRT developer community through developer.actuate.com , which facilitates sharing of best practices, examples and extensions to the technology including extensions for emerging data sources, such as Hadoop and social networks such as Twitter.

In late 2013, Actuate announced BIRT iHub 3, with a completely new user experience, with navigation and editor improvements, and enhancements to animation capabilities to make creating and delivering device-agnostic apps much easier. Included are more than 250 animated widgets for web and mobile design and development, as well as a redesign to the BIRT Exchange Community Website. BIRT iHub 3 includes enhancement to simplify deployment via cloud, SaaS and on-premise environments, as well as unlimited scalability through multi-tenant, and multi-instance clustering.

Actuate’s Birt iHub was recently certified on Cloudera Enterprise 5. The combination of BIRT iHub and Cloudera Enterprise 5 allows users to quickly filter through the large amount and variety of data that can be stored in a Cloudera enterprise data hub powered by Apache Hadoop, then immediately access real-time information on customer behavior and internal processes. In November 2013, Actuate announced an alliance with MongoDB, which allowed it to add NoSQL big data capabilities to the list for BIRT developers.

In January, Actuate announced the availability of BIRT Viewer Toolkit, which will provide developers the ability to integrate BIRT visualizations and reporting capabilities into their own applications. This tookit is a commercially available, fully supported viewer that is currently available in the open source BIRT distribution.

LOGI ANALYTICS Logi Analytics allows companies to quickly build analytics-driven applications and provides embedded analytics for enterprise applications. It competes with in-house application development on price and effort. Drag-and-drop visualizations and dashboards, bi- directional data writing capabilities, and ease of application deployment allow Logi Analytics customers to gain value quickly whether they are focused on revenue driven analytics projects or simply replacing a legacy analytics deployment with an application and portal-based approach to support end user requests for information (Nucleus Research n88 – Logi Analytics ROI case study -Logistics Specialties, Inc. May 2013)

Logi Analytics has prebuilt modules to accelerate application development and reduce efforts, leveraging a code-free development approach. It has a single product for dashboards, reports, self-service analysis, and mobile access, easing application development and deployment costs. More packaged “themes” have been added to enhance out-of-the-box look-and-feel of end user output, and enhancements to data visualizations have been made to improve interactivity and appearance out-of-the-box.

In January, Logi Analytics, introduced Logi Vision, a data discovery tool, integrated into its business intelligence platform, Logi Info. Logi Vision allows users to analyze, visualize and share insights. Logi Vision is able to drive decision-making through a recommendations approach that delivers best practices in data profiling as well as data visualization to make analysis easier for everyday business users.

In March 2014, Logi Analytics released the next version of its business information platform. Logi Info 11.2, providing new capabilities for the analysis of big data sources, such as MongoDB. Logi Info 11.2 makes it faster and simpler to create highly interactive analytic applications, dashboards, and visualizations and delivers that information to any number of people through the Web, mobile applications, or embedded directly into any other business application.

In the past few months, Logi Analytics has announced support for several Big Data repositories, including Amazon Redshift, HP Vertica, Parstream, Cloudera, and Hortonworks (Hadoop).

METHODOLOGY

The Value Matrix is based on functionality and usability, the two core measures that Nucleus has found indicate an application’s ability to deliver initial ROI and, ultimately, maximum value over time (Nucleus Research m106 – Understanding the value matrix, October 2012).

Usability composite scores are based on a number of factors, including intuitiveness of the application, availability of role-based interfaces, training requirements, and productivity impact on users. Functionality composite scores are based on the breadth and repeatability of functionality in the core application, the availability and ease of integration of add-on functionality that delivers additional benefit, and the vendors’ investment in innovative functionality outside the application that will deliver additional benefits.

The Matrix is divided into four quadrants: Leaders, Experts, Facilitators, and Core Providers: . Vendors in the Leaders quadrant have invested in both functionality and usability features likely to deliver the greatest potential returns. . Vendors in the Experts quadrant have invested in deep functional capabilities that, by nature, make the application more complex and thus require more training and expertise to use than Leaders. . Vendors in the Facilitators quadrant have invested in making their applications intuitive and easy to use, driving rapid adoption with limited training requirements. . Vendors in the Core Providers quadrant are point solutions or those that provide limited functionality at a relatively low cost, giving them a high value proposition when limited functionality is needed.

Companies can use this Matrix to assess their investment short list as well as to evaluate the case for maintaining an existing product that may lag behind the value offered by other options. Nucleus expects the center point of the Matrix, which represents the composite average point in the market, will move up and to the right over time as vendors make more investments in functionality and usability – effectively increasing the average value delivered across all products.