Oracle, Sleeves Rolled Up, Flexes EPM Muscles

It’s been a while since Oracle made the series of acquisitions that redrew the map on applications software, and they have been fairly successful there. The broadening of the portfolio created considerable challenges for the rationalization of Oracle’s BI strategy, and I recently had the opportunity to sit down with Paul Rodwick and Bill Guilmart, VPs of Product Management, to catch up on the Enterprise Performance Management (EPM) story so far. We analysts are quick to criticize the pace of integration, the level of detail, and the timing of the roadmap from companies with enormous portfolios like Oracle’s. Personally, I’m glad I don’t have to live every day with the consequences of my brilliant ideas about how to rationalize all those moving parts. (Remember those ads? “We don’t do. We just advise.”) Paul and Bill must live with theirs, and I was impressed with the clarity and consistency of the model they described to me. It’s a good story, with emerging successes in abundance, and the best may be yet to come. Read more of this post

It’s On: IBM To Acquire SPSS

With one stroke, IBM has signalled that it believes itself ready to redraw the BI map. After a multi-year, multi-billion dollar spending spree, IBM has assembled the product portfolio, marketing and sales organization, and a 4000-person services army to launch a full-scale assault. It’s a lucrative opportunity: Mary Weier at InfoWeek quotes IDC to the effect that in 2008, the total BI market grew 10.6% to $7.8 billion. But although IBM’s acquisition of Cognos made it a formidable presence, with around 10% of the total market, until now it seems to largely have been in a holding pattern. IDC says IBM’s 2008 BI revenues were $800 million, up 5% since the previous year. But key competitors  SAP and SAS, who are ahead of IBM in share, and Oracle, nipping at its heels, grew at  double-digit rates. It is time to for IBM up that ante; as strong as Cognos was, it ought to have benefited more from IBM’s muscle. And now, it’s on. Read more of this post

Informatica, Strong Through Tough Times, Looks Ahead

Not everyone in the software industry is suffering. Informatica Q2 revenues were $117.3 million, up 3% year over year, and license revenues for the second quarter were $48.7 million, relatively flat. That makes 19 quarters in a row – very impressive. Informatica added 65 customers in the quarter and now claims nearly 3800, with wins in multiple geographies.  Read more of this post

Information Builders Prepares to Ramp It Up

The last couple of years for Information Builders (IBI) have been a mixed bag. On the one hand, WebFocus, their flagship BI offering, has received stellar reviews, getting top marks from Gartner and Forrester in published research. On the other hand, growth stalled and sputtered a bit for the past year or two, and then the economy went south. But a strong new management focus, the clearing of the field as other leading independent BI vendors were acquired, and some timely new product introductions have set the table for a new surge by the New York-based vendor.Logo_IB_3015 Read more of this post

What To Expect at Sapphire? Breya Hints At BO-BWA Connection

IT Market Strategy recently sat down with Marge Breya, Executive Vice President & GM Intelligence Platform & NetWeaver of SAP BusinessObjects, to discuss the first full year of life within SAP after being acquired at the beginning of 2008. Breya oversees full product line responsibility for BI and information management  solutions, as well as the company’s OnDemand business. In addition, Breya is responsible for solution management of SAP NetWeaver within the Technology Group at SAP AG. Prior to joining SAP via the Business Objects acquisition, Breya served in a number of executive roles at BEA Systems, where she was senior vice president (SVP), CMO, and chief strategy officer (CSO); and Sun Microsystems, where she served in various executive management roles. In this excerpt form our conversation, the discussion turned to how the BO portfolio and the SAP portfolio would combine for greater leverage.

You’re busy right now thinking about the developmental opportunities for how [your] portfolios work together. Read more of this post

Interview: SAP BusinessObjects’ Marge Breya Celebrates Progress and Anticipates Accelerated Growth

marge-breya_cSAP BusinessObjects Executive Vice President & GM Intelligence & Netweaver Marge Breya recently sat down with IT Market Strategy to discuss the first full year of life within SAP. That interview is excerpted here; Breya gives a flavor of the challenges and opportunities that faced the newly acquired company, and her enthusiasm about their success so far was palpable. Read more of this post

SAP Needs A Clear Message For Business Objects

In late March, over 1000 people attended the SAP Insider Business Intelligence (BI) and Portals conference. Most were customers of SAP products who were not (yet) using the products SAP acquired with Business Objects. Enthusiasm was high for the demos of  text and predictive analytics, event processing and more. But to carry this story to market, especially to the new business buyers, SAP must state the offerings in terms of business problems and the value of solving them. In my informal poll, many attendees expressed bewilderment about which product to use when. Even the techies, the vast majority of attendees at this event, will need that information to explain to their constituents why new significant new investment in product licenses will be required. Maps of tables and hierarchies, directories, etc. will not sell the story – but defining concrete business and economic benefits will.

SAP clearly has made its branding decisions; only the demos of current lab projects showed any Business Objects branding, likely because they are for internal use, not for sale. The SAP brand is a powerful one; prospective buyers recognize SAP’s deep understanding of business processes and industry issues. BI tools are used for visibility into the condition of a business and its partners, as well as where risks lie. Context is key there, SAP’s deep knowledge, if applied to product design, may help break its BI offerings out of their longstanding restriction to power users. SAP is not alone here; after decades of vendor innovation designed to grow the user base, still only 15-20% enterprises users typically have access to what they need. SAP showed an array of 19 new pre-built industry-specific dashboards which will carry customers closer to a specific set of useful metrics, reducing “time to value” for their investments. The company clearly sees the synergy between the acquired (and existing) BI assets and those in its applications portfolio.

From a tools perspective, the current portolio is impressive. The array of choices include:

  • SAP BusinessObjects Polestar – data exploration and visualization for casual users where “Information spaces” have been built atop BusinessObjects Universes
  • SAP BusinessObjects Voyager – exploration for business analysts of OLAP servers (supports multiple servers within the same workspace)
  • SAP BusinessObjects Xcelsius – dashboard development for IT and power users. Can build stories for PowerPoint slide shows
  • SAP BusinessObjects Web Intelligence (WebI  or “webby”) - query, reporting and analysis for power users and business analysts against Universes
  • Crystal Reports – scalable operational report building for skilled report developers
  • SAP BusinessObjects Dashboard Builder – interface for building interoperable composite dashboards tfrom BusinessObjects content such as Xcelsius, Web Intelligence, Crystal Reports and Voyager
  • BI Widgets – self-service mash-ups for business users

Without making it clear which tools work against what data, and when, SAP will continue to struggle to get their message across to tomorrow’s purchaser. It is clearly on the path, and has an opportunity to change the game, or to allow BusinessObjects’ well-earned reputation to atrophy. The elements are there, and the game is afoot.

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