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Table of Contents

The MicroStrategy Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Extending the Performance, Scalability, & Efficiency of Enterprise BI. . . . . . . . . . . . . 6

Enabling Rapid Deployment of Departmental BI. . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Supporting Smooth Migration from Departmental Islands


of BI to Enterprise BI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
MicroStrategy Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
The MicroStrategy Architecture

MicroStrategy Technology is Uniquely Capable of Supporting Enterprise BI

9 ™

ROLAP
and Interactivity
High Analytics

Enterprise-caliber Qualities RELATIONAL OLAP (ROLAP)


• Highest Data Scalability

• Highest User Scalability


Relational OLAP All reports and dashboards are created
MOLAP (ROLAP) • Highest Performance at Scale using the single logical model of business
Products • Sophisticated Analytics

9 ™
• Lowest Cost to Operate and
Maintain (lowest TCO)
ROLAP metadata models the entire relational
• Very Rapid Report Creation Virtual database as a single logical multi-dimensional
Terabyte Cube model of the business (virtual terabyte cube)
• Superior End User Self-service
ROLAP SQL Engine
and Interactivity

• Ideal for Data Warehousing


Low Analytics

Relational Reporting Products

All popular relational schema are supported:


Terabyte Star, Snowflake, Sparse Aggregation, Partitioned
Database
Low User High User
and Data Scale and Data Scale

MicroStrategy Technology is Based on a Relational OLAP (ROLAP) ROLAP is the Core of MicroStrategy Technology
Architecture that Uniquely Provides Both High Scalability and High Interactivity ROLAP is based on a virtual cube that represents the entire relational database. The
MicroStrategy’s ROLAP architecture provides both high scalability as well as high ROLAP virtual cubes provide dynamic investigative drilling that is typical of cube models,
interactivity. Other BI architectures can provide one or the other, but not both. Building but because the ROLAP cube is virtual, it does not suffer from the severe size limitations
on the ROLAP architecture for the past 15 years, MicroStrategy technology is now well and administrative burdens of physical multi-dimensional MOLAP cubes.
recognized for other enterprise-caliber characteristics, including high performance,
sophisticated analytics, low cost of ownership, rapid report creation, and superior end
user self-service.

4
The MicroStrategy Architecture

• Extends the Performance, Scalability, and Efficiency of Enterprise BI

• Enables Rapid Deployment of Departmental BI Applications

• Provides a Smooth Migration from Islands of Departmental BI into a


Cohesive Enterprise Framework

MicroStrategy 9 is breakthrough technology that allows companies to support all levels of


BI initiatives, and helps companies to consolidate islands of BI gradually into a cohesive
enterprise BI framework.

Enterprises of all types are experiencing a groundswell of excitement and activity around MicroStrategy 9 is breakthrough technology that, for the first time, allows companies
the availability of actionable information to support their business processes. With the to support all three levels of BI with one technology. MicroStrategy 9 builds on
meteoric increase in data that organizations routinely capture, enterprises can now MicroStrategy’s unique strength at the high-end of BI to extend the boundaries of
make that data accessible and useful by tapping into the power of business intelligence performance, scalability, and efficiency of enterprise BI. At the same time, MicroStrategy
(BI) technologies. Today, business intelligence systems are emerging in every corner of 9 brings that same enterprise-caliber BI technology easily within reach of smaller
the enterprise, ranging from large scale enterprise BI environments that are deployed departmental and workgroup BI initiatives. Just as importantly, MicroStrategy 9 provides
to thousands of people, to smaller departmental BI systems and even workgroup BI a uniquely smooth migration path for islands of workgroup and departmental BI
applications that support only a few people. applications to merge into a cohesive and consistent enterprise-wide framework.

5
Extending the Performance, Scalability, & Efficiency of Enterprise BI

In-memory ROLAP is a Seamless Extension of the ROLAP Architecture

Adding In-memory ROLAP Improves User BEFORE AFTER


Response TIme
Performance Profile Performance Profile
The performance profile for a typical ROLAP Typical ROLAP Operation In-memory ROLAP Operation
system shown on the left presents two clusters of
performance: one for the queries that are directed

Number of Reports

Number of Reports
ROLAP
to the database and one for the queries directed DB Queries
In-memory
to cache. The performance profile for In-memory ROLAP
ROLAP ROLAP Queries
ROLAP operation on the right shows the addition of a Cache DB Queries
ROLAP
Cache
performance cluster for queries that are directed to the
in-memory databases from queries that were previously
directed to the disk-based database.
User Response Time User Response Time

ROLAP Cube 9 ™

Architecture Architecture In-memory ROLAP

In-memory ROLAP is an Architectural Extension


of ROLAP in which Physical ROLAP Cubes Reside
Global Physical In-memory In-memory within the Global Virtual Cube
Virtual Cube
ROLAP Cubes In-memory ROLAP creates ROLAP Cubes that reside
ROLAP SQL Engine ROLAP SQL Engine
in the memory of the Intelligence Server. The ROLAP
Cubes contain selected components of warehouse
data and fit seamlessly into the global virtual cube.
Terabyte Terabyte
Terabyte
Database Database
Database

6
Extending the Performance, Scalability, & Efficiency of Enterprise BI

In-memory ROLAP Shifts Processing from the Database Engines

Same Report BEFORE AFTER


Run many times by In-memory ROLAP Can Smooth Database
many people
Usage
In-memory ROLAP Cubes can offload the most
Many Similar Reports
Overlapping content in time-consuming and processor-consuming
different reports
queries from the database and serve them to the
Complex Queries users much more quickly, directly from memory.
Span many attributes The result is faster average query time and a
and metrics
much more evenly utilized database system.
Complex Queries
Span multiple
databases

BEFORE AFTER

Average User Average User


Wait Time (sec) Wait Time (sec)

160 160
Wait Time

In-memory ROLAP Improves User Wait Time and Database 80 Database 80


Workload Workload
Frees Up Database Capacity
MicroStrategy 9 In-memory ROLAP can shift database 40 40

processing to off-hours, freeing up database capacity 100% 100%

20 20

during peak interactive hours and improving user ETL ETL


Window Window
response time. 10
Wait Time 10

5 5

0% 0 0% 0
0:00a 3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00a 0:00a 3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00a

7
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Web Architecture Can Support Thousands of Users

BEFORE AFTER
32-bit JVM Operation 64-bit JVM Operation AJAX Operation Extreme AJAX Operation

Web Browsers Web Browsers Web Browsers Web Browsers

Processing Workload

Processing Workload

Processing Workload

Processing Workload

Processing Workload
Processing Workload

Processing Workload
Processing Workload
Shifts from Shared
Web Server to
Workstation Browsers

64-bit Memory Space


Supports More Concurrent Users
32-bit JVM 64-bit JVM with Larger Reports 32-bit JVM 64-bit JVM

Web Server Web Server Web Server Web Server

The Expanded Memory Available in 64-bit JVMs Allows MicroStrategy 9 to Extreme AJAX Coding Delivers Greater Responsiveness
Support More Concurrent Users with Larger Reports MicroStrategy 9 employs new Extreme AJAX coding disciplines within its Web
MicroStrategy 9 supports 64-bit Java Virtual Machines (JVMs), which offer much greater architecture. Extreme AJAX shifts processing from the shared Web servers to the
memory space. Vastly increased memory space allows each Web server to support many individual Web browsers, thus spreading the processing workload and providing the
more concurrent user sessions and larger reports. most responsive user experience while still preserving a true zero-footprint
Web interface.

8
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Delivers Extensive Features for Business User Self-service

Self-service Report Design Drill Anywhere Report Creation

ROLAP Prompting Allows ROLAP Drill Anywhere Allows Saving New Report Designs
Users to “Land” Somewhere Users to “Surf” to Entirely Lets All Users Share
in the Database New Combinations of Data New Information
Attribute

Attribute 2 Format

Attribute SINGLE SINGLE


PAGE-BY: Category: Books
REPORT REPORT
Attribute
DEFINITION DEFINITION
Subcategory Metrics Revenue Profit Cost
Attribute
Art & Architecture $859,358 $201,412 $857,945
Drag-and-Drop Run
Metric Business $589,246 $132,117 $457,129
COLUMNS
Literature $295,385 $59,491 $235,894
Metric
Books - Miscellaneous $366,250 $87,148 $299,102
Metric
1 3 Science & Technology $1,375,727 $310,489 $1,065,238
Metric ROWS Sports & Health $538,269 $120,039 $418,230

Total $4,024,235 $890,696 $3,133,539


Shared Reports
Metric

Saving New My Reports


Report Designs

Business People Can Easily Assemble Reports from Metadata Building Blocks MicroStrategy 9’s ROLAP Capability Allows Users to “Surf” Interactively
The MicroStrategy 9 Web interface lets business users easily create any report by Throughout the Entire Data Warehouse

dragging and dropping metadata building blocks (attributes and metrics) onto a Using ROLAP core features of prompting and drill anywhere, users can start from

template. Formatting is easy using the intuitive Office-like formatting controls. a single report design and create innumerable new combinations of data simply by

MicroStrategy’s powerful SQL engine can generate whatever SQL is necessary to get the clicking on the report. These new combinations of data can be saved as new report

data for the users’ new report designs. designs and shared with others to be run in the future. The MicroStrategy 9 security
system ensures that all users only see the data that they are allowed to see regardless of
who created the report.

9
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Dynamic Dashboards Can Consolidate the Information from Dozens


of Individual Reports

Consolidate Information from Dozens of Individual Reports

CATEGORY PERFORMANCE DASHBOARD Select Category Books Select Region Northeast


MicroStrategy 9 Dynamic Dashboards Can Consolidate the Information from
Books in Northeast

KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through
$4,078
$5,015
26.7%
24.3%
data as well as supplier data.
Alerts
This report shows revenue and profit data for a particular product category. It includes subcategory-level

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.
Dozens of Individual Reports
MicroStrategy 9 Dynamic Dashboards employ on-screen user controls called “selector
Revenue Contribution by Subcategory Detailed Table 2006 Monthly Revenue and Profit Trends Detailed Table

Art & $700


25.0%
Architecture
$600
Business 25.1%
$500
Literature 20.3% $400
$300

controls” that allow users to interactively flip through many different views of data all
Books -
3.3%
Miscellaneous
$200
Science &
17.2% $100
Technology
Sports & $0
9.1% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Health

Click on any revenue bar to view the Monthly Revenue and Profit Revenue Profit
Trends for that Subcategory.

Subcategory Performance

Subcategory
Art & Architecture
Revenue
$918
Profit
$261 28.43%
Graph Summary
Profit
Margin
End on
hand
1,980
Supplier Analysis

Supplier
McGraw Hill
Revenue
$1,253
Profit
$338
Profit
Margin
26.98%
Graph Summary
Supplier
Share
19.2%
on a single dashboard page. This allows dashboard designers to embed the equivalent
Business $1,024 $275 26.86% 2,558 Bantam Books $1,011 $284 28.09% 15.5%
Literature $826 $201 24.33% 3,328 John Wiley & Sons $892 $252 28.25% 13.7%

of dozens of individual reports within the screen real estate of a single dashboard.
Books - Warner Books $810 $210 25.93% 12.4%
$28 $7 25.00% 284
Miscellaneous Simon & Schuster $744 $195 26.21% 11.4%
Science & Scribner $644 $150 23.29% 9.9%
$439 $120 27.33% 857
Technology Perigee $438 $118 26.94% 6.7%
Sports & Health $371 $97 26.15% 1,341 Prentice Hall $376 $101 26.86% 5.8%
Total $3,606 $961 26.65% 10,348 Vintage Books $358 $94 26.26% 5.5%

A Dozen or More Reports Single Dynamic Dashboard


Executed Sequentially and Synchronized Views of Data with
Repeatedly by the User On-dashboard Selector Controls

PRODUCT PERFORMANCE
Country USA Category Electronics

Revenue Profit Profit Margin # Customers Transactions Per Customer

Dynamic Dashboards Contain Selector Controls that Allow Users


Revenue Performance Monthly Quarterly Product Revenue Monthly Quarterly

to Flip Through Many Different Views of the Data $800K Audio Equipment $70K
Intuitive selector controls
MicroStrategy Dynamic Dashboards support a wide range of selector
$700K $60K
Cameras
placed directly on the
$600K $50K

$500K $40K
Video Equipment

controls from radio buttons, to check boxes, drop-down boxes, time $400K

$300K TV’s
$30K

$20K dashboard let users flip


$200K $10K

sliders, and buttons. All of these selector controls are exposed directly on $100K Computers $0K
07 07 07 07 07 07 07 07 07
through many different

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the dashboards for easy access by users and selector controls are added
Miscellaneous
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Audio Equipment Cameras TV’s


A

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A

Revenue Revenue Revenue

to dashboards using just drag-and-drop actions – no programming Regional Revenue Performance Monthly Quarterly

required.
Northwest $200K

Northeast $160K

West $120K

$80K
Central
$40K
Southeast
$0K
Mid-Atlantic
07

07

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Southwest Mid-Atlantic Revenue

10
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Dynamic Dashboards Can Be Consolidated into a


Multi-layout Dashboard book

Dozens of Reports Dynamic Dashboards Multi-layout Dashboard Book


1 Frequently Used Together
2 Consolidates Dozens of Reports
3 Consolidates Multiple Independent Dashboard Designs

CATEGORY PERFORMANCE DASHBOARD Select Category Books Select Region Northeast

Books in Northeast

KPIs - 2006 Alerts


Revenue $4,078 This report shows revenue and profit data for a particular product category. It includes subcategory-level
Revenue LY $5,015 data as well as supplier data.
Profit Margin 26.7%
Sell-through 24.3% Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory Detailed Table 2006 Monthly Revenue and Profit Trends Detailed Table

Art & $700


25.0%
Architecture
CATEGORY PERFORMANCE DASHBOARD
$600
25.1% Books in Northeast
Business
$500 KPIs - 2006 Alerts Quarterly Customer Analysis for Q4 2006

Literature 20.3% $400

Books - $300
3.3%
Miscellaneous
$200
Science &
17.2% $100
Technology
Sports & $0
9.1% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Health

Click on any revenue bar to view the Monthly Revenue and Profit Revenue Profit
Trends for that Subcategory.

Subcategory Performance Graph Summary Supplier Analysis Graph Summary


Profit End on Profit Supplier
Subcategory Revenue Profit Margin hand Supplier Revenue Profit Margin Share
Art & Architecture $918 $261 28.43% 1,980 McGraw Hill $1,253 $338 26.98% 19.2%
Business $1,024 $275 26.86% 2,558 Bantam Books $1,011 $284 28.09% 15.5%
Literature $826 $201 24.33% 3,328 John Wiley & Sons $892 $252 28.25% 13.7%
Books - Warner Books $810 $210 25.93% 12.4%
$28 $7 25.00% 284
Miscellaneous Simon & Schuster $744 $195 26.21% 11.4%
Science & Scribner $644 $150 23.29% 9.9%
$439 $120 27.33% 857
Technology Perigee $438 $118 26.94% 6.7%
Sports & Health $371 $97 26.15% 1,341 Prentice Hall $376 $101 26.86% 5.8%
Total $3,606 $961 26.65% 10,348 Vintage Books $358 $94 26.26% 5.5%

Dashboard 1 Dashboard 2 Dashboard 3

CATEGORY PERFORMANCE DASHBOARD Select Category Books Select Region Northeast

Books in Northeast

KPIs - 2006 Alerts


Revenue $4,078 This report shows revenue and profit data for a particular product category. It includes subcategory-level
Revenue LY $5,015 data as well as supplier data.
Profit Margin 26.7%
Sell-through 24.3% Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory Detailed Table 2006 Monthly Revenue and Profit Trends Detailed Table

Art & $700


25.0%
Architecture
$600
Business 25.1%
$500
Literature 20.3% $400

Books - $300
3.3%
Miscellaneous
$200
Science &
17.2% $100
Customer Analysis Customer Segmentation and Profitability Cross-sell Analysis Technology
Quarterly Analysis Year-to-date Analysis Sports & $0
9.1% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Health
Quarterly Customer Analysis for Q4 2006
Acquisition, Attrition, and Retention Select a Quarter Q4 2006
Click on any revenue bar to view the Monthly Revenue and Profit Revenue Profit
Performance Summary: 3.01% Acquisition Rate, 0.62% Attrition Rate, and 96.99% Retention Rate
Trends for that Subcategory.
Acquisition Attrition Retention
New Active Acquisition % New to Lost Active Attrition % Lost to Retained Active

Oct 2006
Customers Customers
39 1,299
Rate
3.00%
All New
32.23%
Customers Customers
7 1,299
Rate
0.54%
All Lost
28.00%
Customers
1,260
Customers
1,299
Retention Rate
97.00%
Subcategory Performance Graph Summary Supplier Analysis Graph Summary
Nov 2006 42 1,333 3.15% 34.71% 8 1,333 0.60% 32.00% 1,291 1,333 96.85%
Dec 2006 40 1,363 2.93% 33.06% 10 1,363 0.73% 40.00% 1,323 1,363 97.07% Profit End on Profit Supplier
Quarterly Acquisition Trend Quarterly Attrition Trend Quarterly Retention Plan
Subcategory Revenue Profit Margin hand Supplier Revenue Profit Margin Share
Art & Architecture $918 $261 28.43% 1,980 McGraw Hill $1,253 $338 26.98% 19.2%
Business $1,024 $275 26.86% 2,558 Bantam Books $1,011 $284 28.09% 15.5%
Literature $826 $201 24.33% 3,328 John Wiley & Sons $892 $252 28.25% 13.7%
Books - Warner Books $810 $210 25.93% 12.4%
$28 $7 25.00% 284
Miscellaneous Simon & Schuster $744 $195 26.21% 11.4%
Science & Scribner $644 $150 23.29% 9.9%
$439 $120 27.33% 857
Customer Analysis by Age Range and Income Range Technology Perigee $438 $118 26.94% 6.7%
Avg Transaction Revenue per Sports & Health $371 $97 26.15% 1,341 Prentice Hall $376 $101 26.86% 5.8%
Age Range Income Range Revenue $ Size $ Customer $ Profit $ Customer Distribution by Income Range
< 21 0 - 20K $41,183.10 $298.43 $686.39 $2,428.18 Total $3,606 $961 26.65% 10,348 Vintage Books $358 $94 26.26% 5.5%
20K - 40K $54,498.44 $465.80 $1,028.27 $3,538.64 0 - 20K
40K - 60K $23,178.17 $246.58 $551.86 $1,406.37
60K - 80K $51,844.68 $518.45 $1,205.69 $3,091.98 23.0%
20.6% 20K - 40K
> 80K $23,783.53 $247.75 $540.53 $1,479.12
21-40 0 - 20K $46,635.75 $376.09 $790.44 $2,960.92
20K - 40K $33,312.13 $350.65 $812.49 $1,717.86 40K - 60K
18.4%
40K - 60K $49,186.10 $341.57 $768.53 $2,762.07
60K - 80K $37,477.31 $312.31 $749.55 $2,324.83 22.1%
> 80K $23,826.98 $187.61 $458.21 $1,375.57 60K - 80K
16.0%
41-60 0 - 20K $44,158.71 $304.54 $679.36 $3,219.34
20K - 40K $55,093.39 $326.00 $734.58 $3,345.29
> 80K
40K - 60K $43,422.04 $269.70 $578.96 $2,455.90
60K - 80K $43,336.86 $390.42 $866.74 $2,736.80
> 80K $33,851.87 $266.55 $573.76 $2,136.33

Document Execution Time: 12/29/2006 9:48:25 AM Document Author: John Smith

MicroStrategy’s Dynamic Dashboards can consolidate a dozen or more individual grid and graph reports into a single dashboard where the
various views of data across graphs and grids are synchronized using selector controls placed directly on the dashboards. With MicroStrategy 9,
multiple independent dashboards can be further consolidated into a single dashboard book using the new “Multi-layout”
feature that places each dashboard design on a single tab of the dashboard book.

11
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Dynamic Dashboards Have Even More Interactivity Available


for Dashboard Users

CATEGORY PERFORMANCE DASHBOARD Select Category Books Select Region Northeast

Books in Northeast

KPIs - 2006 Alerts


Revenue $4,078 This report shows revenue and profit data for a particular product category. It includes subcategory-level
Revenue LY $5,015 data as well as supplier data.
Profit Margin 26.7%
Sell-through 24.3% Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory Detailed Table 2006 Monthly Revenue and Profit Trends Detailed Table

Art & $700


25.0%
Architecture
$600
Business 25.1%
$500
Literature 20.3% $400

Books - $300
3.3%
Miscellaneous
$200
Science &
17.2% $100
Technology
Sports & $0
9.1% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Health

Click on any revenue bar to view the Monthly Revenue and Profit Revenue Profit
Trends for that Subcategory.

Subcategory Performance Graph Summary Supplier Analysis Graph Summary


Profit End on Profit Supplier
Subcategory Revenue Profit Margin hand Supplier Revenue Profit Margin Share
Art & Architecture $918 $261 28.43% 1,980 McGraw Hill $1,253 $338 26.98% 19.2%
Business $1,024 $275 26.86% 2,558 Bantam Books $1,011 $284 28.09% 15.5%
Literature $826 $201 24.33% 3,328 John Wiley & Sons $892 $252 28.25% 13.7%
Books - Warner Books $810 $210 25.93% 12.4%
$28 $7 25.00% 284
Miscellaneous Simon & Schuster $744 $195 26.21% 11.4%
Science & Scribner $644 $150 23.29% 9.9%
$439 $120 27.33% 857
Technology Perigee $438 $118 26.94% 6.7%
Sports & Health $371 $97 26.15% 1,341 Prentice Hall $376 $101 26.86% 5.8%
Total $3,606 $961 26.65% 10,348 Vintage Books $358 $94 26.26% 5.5%

Dynamic
Dashboards
Have Drilling
Capability

Internet
2006 Monthly Revenue and Profit Trends Detailed Table

Subcategory Performance
Revenue Profit
Subcategory Revenue Profit
Art & Architecture $918 $261
Business $1,024 $275
Literature $826 $201
Books -
$28 $7
Miscellaneous
Science &
$439 $120
Technology
Sports & Health $371 $97
Total $3,606 $961

MicroStrategy 9 Dynamic Dashboards are Fully Interactive Out-of-the-Box, MicroStrategy 9 Dynamic Dashboards Can Access Real-time Information Feeds
Because They Inherit ROLAP Drilling Capability Directly from the Internet
With MicroStrategy 9, all grids and graphs on Dynamic Dashboards will automatically With MicroStrategy 9 Dynamic Dashboards, users can paste any HTTP-accessible Web
inherit ROLAP drilling capability that allows users to interactively investigate data content directly into a Dynamic Dashboard, thus providing real-time access to Internet-
throughout the data warehouse. based information and Internet functionality.

12
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Dynamic Dashboards Can Now Be Created by Business Users

Pixel Perfect Desktop Publishing . . . Are Now Easy to Achieve by Business


Quality Dashboards . . . Users Using New Dashboard Templates

Folio BOOKSTORES Year to Date Sales Review December 31, 2007

Customer Analysis Customer Segmentation and Profitability Cross-sell Analysis


YEAR TO DATE SALES SUMMARY 2007
Quarterly Analysis Year-to-date Analysis

Month Revenue Monthly Revenue QuarterlyRevenue


Customer Analysis for Q4 2006
by Supplier Dashboard Templates
JAN $149,500 $500,000 Acquisition, Attrition, and Retention Select a Quarter Q4 2006
FEB $137,200
MAR $210,400 $400,000 Performance Summary: 3.01% Acquisition Rate, 0.62% Attrition Rate, and 96.99% Retention Rate
APR $244,800
MAY $353,500 $300,000
McGraw Hill Prentice Hall
JUN $387,500 Acquisition Attrition Retention
JUL $125,800 $200,000 New Active Acquisition % New to Lost Active Attrition % Lost to Retained Active
AUG $218,700 Customers Customers Rate All New Customers Customers Rate All Lost Customers Customers Retention Rate
SEP $225,600 $100,000 Oct 2006 39 1,299 3.00% 32.23% 7 1,299 0.54% 28.00% 1,260 1,299 97.00%
OCT $256,000 Nov 2006 42 1,333
16.9%
3.15% 34.71% 8 1,333 0.60% 32.00% 1,291 1,333 96.85%
$523,765
NOV $300,100 $0 Dec 2006 40 26.8% 1,363 2.93% 33.06% 10 1,363 0.73% 40.00% 1,323 1,363 97.07%
DEC $490,100 $830,585
JUL
MAY

SEP

OCT
JAN

FEB

MAR

APR

JUN

AUG

NOV

DEC

$3,099,200 Quarterly Acquisition Trend Quarterly Attrition Trend Quarterly Retention Plan
140 28 1400
26.2%12% 2% 100%

120 $811,99110% 24
2%
1200
80%
100 New 20 Lost 1000 Retained
30.1% 8% Customers Customers Customers
Region Revenue Revenue by Region 80 $932,859 Acquisition
16
1%
Attrition
800
60%
Retention

Blank Four Contents Four Titles and One Content Left Two One Content Top Two
6% Rate Rate Rate
Mid-Atlantic 60 12 1% 600 40%
Mid-Atlantic $680,700 4%
Southwest 40 8 400
Southwest $545,600 0% 20%
Northeast
Dashboard Four Contents Contents Right Contents Bottom
20 2% 4 200
Northeast $407,800
Southeast $381,200 Southeast 0 0% 0 0% 0 0%
2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2006 Q2 2006 Q3 2006 Q4
Central $301,600 Central Bantam Books Simon & Schuster
Note: % New to All New is calculated as # New Customers at the month level Note: % Lost to All Lost is calculated as # Lost Customers at the month level
West $291,300 West divided by # New Customers in the analyzed period. divided by # Lost Customers in the analyzed period.
Northwest $247,100 Northwest
South $243,900 South Customer Analysis by Age Range and Income Range
$3,099,200 $0 $200,000 $400,000 $600,000 $800,000 Avg Transaction Revenue per
Age Range Income Range Revenue $ Size $ Customer $ Profit $ Customer Distribution by Income Range

TOP SELLING PRODUCTS (ITEM)


Human Resources
UNITS SOLD
Dashboard
UNIT PRICE
- Benefits
REVENUE Supplier Detail
< 21 0 - 20K
20K - 40K
$41,183.10
Powered
$54,498.44 Analysis
Sales Representative $465.80by
$298.43 $686.39
$1,028.27
$2,428.18
$3,538.64 0 - 20K
Last Updated on 12/31/07 40K - 60K $23,178.17 $246.58 $551.86 $1,406.37
100 Places to Go While Still Young at Heart 3,200 $552 $147,200 23.0%
60K - 80K $51,844.68 $518.45 $1,205.69 $3,091.98
Foundation Analysis and Design 1,400 $810 $113,400 20.6% 20K - 40K
Working with Emotional Intelligence 5,600 $228 $106,400 > 80K $23,783.53 $247.75 $540.53 $1,479.12
Powered by
TOTAL 10,200 $1,590 $367,000 21-40 0 - 20K $46,635.75 $376.09 $790.44 $2,960.92
EMPLOYEE CLAIMS Medical Dental 20K - 40K
Vision Total $33,312.13 Benefit Costs
$350.65 $812.49 $1,717.86
18.4% 40K - 60K

2006 Actual 2007 Actual 2007 Budget


40K - 60K
60K - 80K
$49,186.10
$37,477.31
$341.57
1/1/2007 $312.31 $1,600
$768.53
$749.55
Vison
$2,762.07
$2,324.83 22.1% Three Contents Title and Content Title and Four Title and Two Contents Two Contents
> 80K $23,826.98 $187.61 $458.21 $1,375.57 60K - 80K
$2M 41-60 0 - 20K
20K - 40K
$44,158.71
1/7/2007
$304.54
$55,093.391/20/2007 $326.00$18,250
$3,450 401k
$679.36
Medical
$734.58
$3,219.34
$3,345.29
16.0%
Contents
$1.5M > 80K
40K - 60K $43,422.041/31/2007 $269.70 $7,875 Dental
$578.96 $2,455.90
$1M 60K - 80K $43,336.861/31/2007 $390.42 $866.74 $2,736.80
$3,000 Dental
$5M > 80K $33,851.87 $266.55 $573.76 $2,136.33
2/5/2007 $15,625 Medical
$0M Document Execution Time: 12/29/2006 9:48:25 AM 2/1/2007 $1,315 Vision Document Author: John Smith
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2/12/2007 $6,010 401k
2/15/2007 $3,550 401k
2/27/2007 $2,370 Vision
EMPLOYEE COMPENSATION CLAIMS 2/28/2007 $12,568 Medical
3/1/2007 $5,800 Vision
Departmental Regional 3/15/2007 $23,000 Medical

Two Contents Left Two Contents Top Two Titles and


3/31/2007 $4,800 401k
Finance West
3/31/2007 $2,750 Vision
IT
Corporate
Marketing
Central
4/5/2007
4/15/2007
$1,100
$800
Vision
Vision
One Content Right One Content Bottom Two Contents
HR
4/19/2007 $6,000 Dental
Field Sales East
4/28/2007 $15,230 Medical
0 2 4 6 8 10 4 6 8 10 12 4/28/2007 $6,550 Dental
5/1/2007 $3,850 Dental
5/1/2007 $17,275 Medical
LEAVE OF ABSENCE 5/10/2007 $6,400 401k
Thomas Jones Field Sales Central Region 10/6/2007 10/23/2007 Personal - Vacation 5/15/2007 $3,515 401k
Dave Moran Development Central Region 7/14/2007 7/16/2007 Personal - Vacation 5/15/2007 $11,235 Medical
Hugo Martinez IT Central Region 5/12/2007 5/19/2007 Personal - Vacation 5/15/2007 $2,200 Dental
Gordan Leigh Field Sales Central Region 7/5/2007 7/14/2007 Personal - Vacation 5/20/2007 $6,500 401k
Shannon Bryant Field Sales Central Region 8/24/2007 8/31/2007 Personal - Vacation 5/31/2007 $5,300 Medical
Carrie Porter Human Resources Central Region 5/28/2007 6/5/2007 Personal - Vacation 6/5/2007 $560 Dental
Mike Douglas IT Central Region 6/22/2007 6/28/2007 Personal - Vacation 6/5/2007 $1,420 Vision
6/10/2007 $2,500 Vision

Pixel PerfectTM Dashboards Can Be Created by Business Users Using the New Dashboard Templates
MicroStrategy 9 enables business users to create sophisticated dashboard designs easily using the new dashboard template feature and a
range of design assistants that accelerate and simplify the dashboard design process.

13
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Distribution Services Places the Control of Information Distribution


into the Hands of the Business User

Enterprise

Department

Workgroup
Subscribe Others
Subscribe Self

| Prin ter s | Fol ders


E-mail
MicroStrategy Distribution Services Enables Business
Users to Set Up Automated Information Distributions for
R ep or ts | D as hb oa rds Themselves and for Co-workers
MicroStrategy 9 Distribution Services is a high-volume automated
distribution system for reports and dashboards. It is designed to
provide business users with the ability to subscribe themselves or
subscribe others to receive distributions. Business users can set
up their own “personal alert” conditions that, when met, will
trigger distributions to occur.

Send Now On Event


On Schedule On Alert

14
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Has Many New Features to Facilitate Distributed Development

Distributed
Create Update Apply Update Migrate to
Multiple Developers Make Application Modifications The Change Journal Records Every Modification Development
Packages Packages Production
Environments

BI Applications Are Defined in Metadata Change Journal

Dev 1
US
USER TIME TRANSACTION OBJECT
NAME TYPE COMMENTS
NAME STAMP TYPE ID

Dev 2 Test
India Environment Production
Environment

Dev 3 Data
China Warehouse

Synchronize Development Environments

MicroStrategy 9 Change Journaling Feature Captures All Changes and MicroStrategy 9 Update Packages Enable Development Across
Coordinates Multiple Development Teams Multiple Distributed Development Environments
The Change Journaling capability captures all changes made to the metadata and The MicroStrategy 9 Update Package feature allows multiple development teams in
is particularly valuable when there are multiple independent development teams different locations to each work on a local copy of the metadata. Periodically they
contributing to a single common metadata or BI application. submit their updates to a centralized Test Environment where overlaps are reconciled.
A final update package is then sent to the Production Environment and is also sent back
to the development environments to keep them in sync.

Independent Multi-layout Page Perfect


Dashboard Design Assembly Output

Quarterly Customer Analysis for Q4 2006


Complex Multi-part Statement Applications Can Be Built Using New MicroStrategy
Perfect Online 9 Reporting Features
• Page-by Navigation
• Selector Controls MicroStrategy 9 provides new features designed specifically to meet the needs of complex
• Interactive Grids
reporting applications typified by customer statements. These types of BI applications
require multiple developers to design and maintain the reports, and they need Pixel Perfect
Multi-layout
behavior both on-screen and in print.
Assembly Monthly Statement
Perfect PDF Print
Table of Contents
• Full Pagination
Summary . . . . . . . . . . . . 1
Banking . . . . . . . . . . . . 3 • Table of Contents
Brokerage . . . . . . . . . . 12
Credit . . . . . . . . . . . . 33 • Watermarks

15
Extending the Performance, Scalability, & Efficiency of Enterprise BI

MicroStrategy 9 Has Many New Features to Facilitate Distributed Governance


& Administration

Centralized IT Admin Distributed Departmental Admin

Administrative Responsibility Can Be Distributed to Departmental


Marketing Finance Sales HR Marketing Finance Sales HR
Business People
MicroStrategy 9 allows user and application administration responsibilities
to be distributed to business people within individual departments using
a Web interface. This offloads that task from centralized IT personnel and
is generally more responsive to local departmental business requests.

BI Applications BI Applications

Departmental Governance
Centralized
Governance
Committee

MicroStrategy 9 Supports Distributed Governance Operational Models Marketing Finance Sales HR Marketing Finance Sales HR

MicroStrategy 9 is designed to support distributed governance models of


operation where departments retain autonomous control over their piece of
the overall BI system. This gives departments the ability to have their own
databases, their own BI applications, and their own metadata within the same
Dept Dept Dept Dept
infrastructure as the enterprise BI applications and metadata. This provides BI Apps BI Apps BI Apps BI Apps

Enterprise Enterprise
departments with enterprise-caliber BI technology, but also the nimbleness BI Applications BI Applications
that comes from autonomous control.

Enterprise Data Enterprise Data


Warehouse Departmental Warehouse
Databases

16
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Brings Enterprise-caliber BI Technology Easily Within Reach


of Departmental BI Initiatives

Enterprise BI Configuration Departmental BI Configuration

Departmental BI Systems Require Less Data Engineering than


Report Report Enterprise BI Systems
Designer Designer
The biggest difference between a departmental BI system and an enterprise
BI system is the lack of IT resources. Departments generally do not have the
BI Platform BI Architect IT personnel or the IT infrastructure of servers and databases to implement
BI Architects

Departmental
a fully configured BI system. Fortunately, most departmental BI applications
BI Solution includes: do not need the full power of a properly engineered enterprise system.
Reporting • BI Platform They do not need full ETL control, nor do they need a high-performance,
Database DBAs • Simple DB
high-capacity database system. What they really need is a BI technology
• Simple ETL
that lets them access all of the data and get their BI system running quickly
without significant technical expertise or infrastructure. MicroStrategy 9 now
ETL
ETL Engineers brings enterprise-caliber BI capabilities within easy reach of departmental BI
application needs.

Operational Databases Operational Databases

Departmental BI systems lack the breadth of IT resources that enterprise BI systems enjoy, so
departmental BI technology must be able to access operational databases directly and provide
all of the necessary technical components out-of-the-box.

17
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Multi-source ROLAP is a Seamless Extension of MicroStrategy’s


ROLAP Architecture
9

9

ROLAP Multi-source ROLAP

MicroStrategy 9 Multi-source ROLAP Models Multiple


Databases as if They were a Single Database
MicroStrategy’s new Multi-source ROLAP capability allows the
MicroStrategy metadata to span many databases and treat that
collection of databases as if it were one large logical database.

Multi-dimensional Multi-dimensional
The MicroStrategy multi-source engine examines every data
Business Model Business Model request and determines the optimum database from which to
ROLAP SQL Engine Multi-source Engine
retrieve the data for every pass of SQL.
ROLAP SQL Engine

Using the Multi-source Engine,


Multiple Databases are
Modeled as a Unified
Multi-dimensional Source

9 ™
9

ROLAP Multi-source ROLAP

Multi-source ROLAP Allows Users to Seamlessly Traverse Multiple Databases Drilling Anywhere Across Drilling Anywhere Across
the Data Warehouse Multiple Databases
MicroStrategy 9 Multi-source ROLAP is completely transparent to users and developers.
Users have the same interactive access to data and drilling across multiples sources as they
do when accessing and drilling within a single database. Moreover, Multi-source ROLAP is
completely transparent to report designers. When users drag attributes and metrics onto a
report, they cannot tell from which database those attributes and metrics will be sourced. ROLAP SQL Engine Multi-source Engine
ROLAP SQL Engine

18
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Multi-Source ROLAP is Designed for High Performance

Other BI Technologies
(Business Objects, Cognos, Oracle) Multi-source ROLAP
Push-down Joining Uses the DBMS Engine

MicroStrategy Multi-source ROLAP Uses a Unique High Performance “Push-


down” Architecture to Join Data Using the Database Engines
Basic
BI Server MicroStrategy MicroStrategy’s Multi-source ROLAP joins data using the database engines, rather
BI Server
than transferring all of the data into the middle-tier BI server as with other BI
technologies. This is called push-down joining and it requires very sophisticated
Multi-pass
SQL
SQL generation that is only possible with true ROLAP engines. Push-down joining
delivers high performance because it moves the least amount of data and utilizes the

SQL SQL tremendous power of the modern database engines.

Supporting Hub and Spoke Data Architectures Balance the Workload Across Databases
MicroStrategy 9 Multi-source ROLAP Allows Data
Environments to be Optimized for Performance and Cost
Multi-source ROLAP is useful even for enterprise BI
implementations where data engineers want to distribute MicroStrategy Virtual Cube MicroStrategy Virtual Cube

data across a range of database servers to optimally match


database power with data workload. MicroStrategy’s Multi-
source ROLAP engine automatically selects the best database
MySQL Sybase
for each query when the data is accessible from more than IQ
Netezza
one source. This helps free up capacity on expensive, high SQL
SQL Teradata
Server
DB2 Server
capacity database servers.
Marketing Mfg Enterprise Financial Sales Lookups, Aggregates, Enterprise Data Warehouse
Data Mart Data Mart Data Whse Data Mart Data Mart Summary Data

19
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Can Deliver Departmental BI Solutions with Little or No IT Support

Enterprise BI Departmental BI
Fully Engineered Configuration Rapid Deployment Configurations
MicroStrategy 9 Can Provide
Requires: BI Expertise Requires: BI Expertise Departmental BI Quickly and Without
Database Expertise the Need for Separate ETL and
ETL Expertise Using Multi-source ROLAP Using In-memory ROLAP
Database Technology
MicroStrategy’s Multi-source ROLAP and
In-memory ROLAP provide critical
In-memory components to support the need for fast
ROLAP Cube
BI Platform BI Platform Databases and simple departmental BI solutions that
Multi-source
Multi-source require little or no IT support. Using just
Multi-source ROLAP, businesses can set up
Reporting
Database the simplest BI environment where the BI
system directly accesses the operational
Load Data databases. Adding In-memory ROLAP
Interactive Access
ETL lets businesses create simple in-memory
to Databases
databases to be used for decision support
queries. Basic scheduled queries can
be used to periodically load the cube
databases with the latest operational data.
Operational Databases Operational Databases Operational Databases

20
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Can Deliver Departmental BI Solutions Quickly

1 2 3 4 5

Connect to DBs Create Metadata Create Databases Schedule ETL Create Reports &
(Multi-source ROLAP) (Graphical Architect) (In-memory ROLAP) (Query Scheduler) Dashboards
(Web Professional)

Multi-source Multi-source Multi-source Multi-source Multi-source

Query Scheduler Query Scheduler

Using MicroStrategy 9, the Five Steps to Implement a Departmental BI System Can Be Accomplished within a Day

21
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Can Deliver Departmental BI Solutions Easily

Software 9 ™
9 ™ Step 1:
&
Hardware Installation Wizard Installation Install MicroStrategy 9 and In-memory ROLAP
Connect to the Databases Using
MicroStrategy Multi-source
Report Design = Database Design
ROLAP Capability
MicroStrategy 9
Software
1 2 3 4 MicroStrategy’s installation wizard
Attribute
Multi-source
takes the user through a guided Attribute

Attribute
process to install all of the necessary Attribute

MicroStrategy software components. Attribute

Metric
Windows
LINUX MicroStrategy Multi-source ROLAP Metric COLUMNS
AIX
HP-UX allows the user to connect to Metric

SOLARIS Metric
ROWS DATA
multiple databases, including Excel. Metric

Step 2: Step 3:
Create the Business Model (Metadata) Design the Databases Using In-memory ROLAP
Using Graphical Architect Cubes

9 ™
The next step is to create the multi- Designing In-memory ROLAP Cubes is no more
Graphical Architect
dimensional business model (metadata) complicated than designing reports. Users simply
based on the rows and columns presented drag-and-drop whatever combinations of attributes and
Select Tables Metadata

by the databases. MicroStrategy’s Graphical metrics they want onto a cube design template and
Define
Multi-source
Attributes
Multi-source Architect provides a simple palette for then save the result. There are no tables to define, keys
Define
Hierarchies identifying which tables and columns from to specify, or data types to define. The MicroStrategy

Define the various databases are to be used and software takes care of everything needed to create the
Metrics
describes the relationships between the cube database, based only on the attributes and metrics
columns. At the end of the process, the that users want to include in their reporting.
user has a list of attributes and metrics
objects that can be dragged-and-dropped
onto reports or dashboards.

22
Enabling Rapid Deployment of Departmental BI

MicroStrategy 9 Can Deliver Departmental BI Solutions Easily

9 ™
9 Web

Intelligence Server Scheduler

Pick Schedule Attribute

Multi-source Attribute 2 Format


Every Day at 2am
Attribute PAGE-BY: Category: Books
Every Saturday at 2am
Attribute
Every Sunday at 2am Subcategory Metrics Revenue Profit Cost
Attribute
Query Scheduler Drag-and-Drop Run Art & Architecture $859,358 $201,412 $857,945
Every Monday at 2am
Metric Business $589,246 $132,117 $457,129
COLUMNS
Every Tuesday at 2am Metric
Literature $295,385 $59,491 $235,894

Books - Miscellaneous $366,250 $87,148 $299,102


Every Wednesday at 2am Metric
1 3 Science & Technology $1,375,727 $310,489 $1,065,238
Metric ROWS
Every Thursday at 2am Sports & Health $538,269 $120,039 $418,230

Metric Total $4,024,235 $890,696 $3,133,539


Every Friday at 2am

Step 4: Step 5 – Part 1:


Schedule Simplified Extract and Load Capability Build Reports Using MicroStrategy Web Professional
Using MicroStrategy Query Scheduler Users can design reports in MicroStrategy 9 using the simple Web Professional interface
MicroStrategy’s native scheduling system is all that is needed to periodically repopulate or the more feature-rich Desktop Designer interface. In either interface, the act of
the ROLAP Cubes with fresh data from the source databases. creating a report is the same – simply drag-and-drop attributes and metrics onto a blank
report template, then format the template and run the report.

Pick a Template Select Some 3 Lay Out the Dashboard 4 Done


1
to Start
2
Reports for Data Sets & Format as Desired Step 5 – Part 2 :
Design Dashboards Using MicroStrategy Web Professional and
New Dashboard Templates
Blank Attribute

Attribute
Tab 1 Tab 2
The MicroStrategy Report Services component handles both dashboards
Attribute CATEGORY PERFORMANCE DASHBOARD Select Category Books Select Region Northeast

Title
and enterprise report designs. MicroStrategy 9 dashboards now include
Books in Northeast

Metric KPIs - 2006 Alerts


Revenue $4,078 This report shows revenue and profit data for a particular product category. It includes subcategory-level
Revenue LY $5,015 data as well as supplier data.
Metric Profit Margin 26.7%

MicroStrategy
Sell-through 24.3% Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Template
Metric

Metric
Grid Graph
Revenue Contribution by Subcategory

Art &
Architecture
Detailed Table

25.0%
2006 Monthly Revenue and Profit Trends

$700
Detailed Table
new capabilities to create dashboards more quickly and easily than ever
$600
Business 25.1%
$500

before. Using new dashboard templates, business users are guided


Literature 20.3% $400

Books - $300
3.3%
Miscellaneous
$200
Science &
17.2% $100
Technology
Attribute $0
Sports &

Corporate
9.1% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

through a process of populating and formatting their dashboards


Health

Attribute Click on any revenue bar to view the Monthly Revenue and Profit Revenue Profit
Trends for that Subcategory.

Template Attribute Subcategory Performance Graph Summary Supplier Analysis Graph Summary

Advanced Visualization Subcategory Revenue Profit


Profit
Margin
End on
hand Supplier Revenue Profit
Profit
Margin
Supplier
Share

(Custom) Metric Art & Architecture


Business
Literature
$918
$1,024
$826
$261
$275
$201
28.43%
26.86%
24.33%
1,980
2,558
3,328
McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
$1,253
$1,011
$892
$810
$338
$284
$252
$210
26.98%
28.09%
28.25%
25.93%
19.2%
15.5%
13.7%
12.4%
without programming or specialized skills.
Books -
Metric Miscellaneous
$28 $7 25.00% 284
Simon & Schuster $744 $195 26.21% 11.4%
Science & Scribner $644 $150 23.29% 9.9%
$439 $120 27.33% 857
Technology Perigee $438 $118 26.94% 6.7%
Metric Sports & Health $371 $97 26.15% 1,341 Prentice Hall $376 $101 26.86% 5.8%
Total $3,606 $961 26.65% 10,348 Vintage Books $358 $94 26.26% 5.5%

Imported Metric

Dashboard
Design
23
Supporting Smooth Migration from Departmental Islands of BI to
Enterprise BI

Stage 1 Stage 2 Stage 3


Disparate Islands of BI Merging Islands of BI Consolidating Data
All Running on MicroStrategy BI Using MicroStrategy Multi-source Re-pointing Metadata to the EDW

Enterprise Enterprise HR Sales Enterprise HR Sales

Enterprise DW Enterprise DW Enterprise DW

Fin HR Sales Fin Fin

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

MicroStrategy 9 Supports a Gradual and Incremental Migration from Islands of BI into a Consolidated Enterprise BI System
With MicroStrategy 9, companies can follow a three-stage process for consolidating islands of BI gradually into a cohesive enterprise BI architecture. The first stage requires that all
islands of BI are built using MicroStrategy BI technology so that there is metadata compatibility for future consolidation. The second stage is to consolidate metadata for departmental
islands into the enterprise system. Using Multi-source ROLAP, this stage can be done without any disruption to users or their reports. The final stage is to
consolidate the data from disparate databases into the enterprise data warehouse and re-point the metadata to the new data source.

24
MicroStrategy Products

An industrial-strength analytical server optimized for Provides an integrated development, administration,


enterprise querying, reporting, and OLAP analysis and run-time business intelligence environment on
the personal computing desktop
An extension to MicroStrategy Intelligence Server,
MicroStrategy’s enterprise reporting engine delivers
the full range of report formats, including scorecards A rapid development tool that maps the physical
and dashboards, financial reports, customer invoices structure of the data warehouse into a logical
and statements, and highly detailed operational business model
reports

An extension to MicroStrategy Intelligence Server, Manages business intelligence applications between

OLAP Services enables MicroStrategy Web, Office, development, testing, and production systems

and Desktop users to perform intuitive OLAP analysis


with Intelligent Cubes
Enables the creation and execution of test-based
commands from a command line and a graphical
An extension to MicroStrategy Intelligence Server,
interface
Distribution Services enables high volume, managed
report distribution through e-mail, printers, and file
systems on a scheduled basis
A monitoring tool that provides usage and resource
information about the business intelligence
An extension to MicroStrategy Intelligence Server, environment
MultiSource Option enables users to seamlessly
report, analyze, and monitor data across multiple
data sources through a single business model A report comparison tool that provides automated
information integrity assurance and regression
analysis
An interactive environment for reporting and
analysis through an all-HTML and zero-footprint
Web client
Exposes the functionality of the MicroStrategy
architecture via an open API for customization of
Delivers the full power and sophistication of the Web interface and integration with third-party
the MicroStrategy industrial-strength business applications
intelligence platform to the Microsoft Office
Productivity suite
An extension to MicroStrategy Intelligence Server,
Clustering Option adds load-balancing and
An interactive user interface for monitoring, fault-tolerance to mission-critical MicroStrategy BI
reporting, and analysis for BlackBerry devices implementations

25
Copyright Information
All Contents Copyright © 2009 MicroStrategy Incorporated. All Rights Reserved.
MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager,
MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy
Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop
Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server,
MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Alarm, Alarm.com, Alert.com, Angel, Angel.com, Application Development and Sophisticated
Analysis, Best In Business Intelligence, Centralized Application Management, Changing The Way Government Looks At Information, DSSArchitect, DSS Broadcaster, DSS Broadcaster Server, DSS Office, DSSServer, DSS Subscriber, DSS Telecaster, DSSWeb, eBroadcaster, eCaster, eStrategy, eTelecaster, Information Like Water,
Insight Is Everything, Intelligence Through Every Phone, Your Telephone Just Got Smarter, Intelligence To Every Decision Maker, Intelligent E-Business, IWAPU, Personal Intelligence Network, Personalized Intelligence Portal, Query Tone, Quickstrike, Rapid Application Development, Strategy.com, Telepath, Telepath Intelligence,
Telepath Intelligence (and Design), MicroStrategy Intelligent Cubes, The E-Business Intelligence Platform, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Intelligence Company, The Platform For Intelligent E-Business, The Power Of Intelligent eBusiness,
The Power Of Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, MicroStrategy Mobile, MicroStrategy
Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated.
All other products are trademarks of their respective holders. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development.

Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889,
6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,181,417,
7,127,403, 7,174,349, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898 and 7,457,397. Other patent applications are pending.
MicroStrategy Incorporated • 1861 International Drive • McLean, VA 22102 • 703.848.8600 • www.microstrategy.com
Copyright ©2009. All rights reserved.
COLL-0863 0209

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