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Transcript of Performance Management
“THE VENTANA RESEARCH PRODUCT ASSESSMENT GUIDE
for Performance Management” is an aid to
assess and recommend BI technologies — such
as query, reporting, analysis, planning, informa-
tion delivery, and data mining — that provide
performance management capabilities. Ventana
Research created the Product Assessment Guide
to assist you in assessing more than 60 products
from 17 vendors for your new and existing per-
formance management-related BI solutions.
We designed this Assessment Guide to be
used with the Ventana Research Decision-
Cycle™. The DecisionCycle is a unique method-
ology that applies business and IT requirements
in a rational process to help companies select
the software that will best align to the needs of
the people and roles within their organizations.
Ventana Research recommends that you use
this product assessment guide in the context of
the DecisionCycle methodology. All successful
business and IT projects must have structure from
start to completion, and your BI/performance
management project is no exception. The
DecisionCycle identifies the steps necessary for
successful vendor selection and provides the
framework and process to rapidly and accurate-
OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 1
The Ventana Research Product Assessment Guide
PerformanceManagement
for
> Performance Management
> How to Use the Assessment Guide
> PerformanceCycle: Process Steps,
Functionalities, and Capabilities Defined
> DecisionCycle
> Real-World Business Examples Applying the
DecisionCycle
> Disclaimer
> About Ventana Research
What’s Inside:
BROUGHT TO YOU BY
ly reap the full value of IT for performance management.
HOW TO USE THE PRODUCT ASSESSMENT GUIDE We designed the Ventana Research Product Assessment
Guide for Performance Management to be used with the
DecisionCycle Methodology, the Ventana Research
methodology for assessing and evaluating software for
new or existing performance management initiatives.
To utilize the Assessment Guide, we recommend you
read the section on The DecisionCycle.
The Assessment Guide is based on the Ventana
Research PerformanceCycle, the framework used to suc-
cessfully implement performance management. The
PerformanceCycle and this Assessment Guide employ a
closed-loop, three-step “understand-optimize-align”
process that enables organizations to manage perfor-
mance. The Assessment Guide lists products and indi-
cates which capabilities in the “understand-optimize-
align ” process each product supplies.
Within each of the three process steps is a subset of
Functional Requirements, and within each Functional
Requirement is a subset of Functional Capabilities.
(See Table 1.)
Using the DecisionCycle methodology, you must
define user groups (managers, analysts, business users,
and so on), the necessary Functional Requirements, and
the Functional Capabilities from Table 1 for each
Requirement based on the needs of the user groups.
Once you have these defined, you can refer to the
Assessment Guide to see which vendors and products
best fit your users’ needs.
The three PerformanceCycle steps and their corre-
sponding Functionality Requirements and Capabilities
are described in the section “PerformanceCycle: Process
Steps, Functionalities, and Capabilities Defined.”
PERFORMANCECYCLE: PROCESS STEPS, FUNCTIONALITIES, AND CAPABILITIES DEFINEDIn this section, each of the three steps in the
PerformanceCycle is defined and is then followed by
its Functional Requirements and Capabilities. This pre-
sentation of Process, Functional Requirement, and
Functional Capability follows the format of the
Assessment Guide.
PERFORMANCECYCLE PROCESS 1: UNDERSTANDTo comprehend the status of the business or process-
es through modeling, accessing, discovering, and
interacting with information.
2 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
Process Requirements CapabilitiesUnderstand Model Define
ManipulateBusiness RulesManage
Access SourceIntegrateAccessManage
Discover QueryCalculateAnalyze
Interact NavigateInteractPresentSearch
Optimize Project ForecastPlanMine
Collaborate PublishShareInteractCoordinate
Integrate CustomizeIntegrate
Act UpdateCommunicateRecommend
Align Target Vision & MissionGoal SettingObjective DefinitionBenchmark
Score DashboardScorecardCustom Application
Inform DefineOutputDeliverPersonalize
Automate AlertAgents
TABLE 1 Components of the PerformanceCycle. Refer to thePerformanceCycle section for component definitions and examples.
OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 3
Model > Define: Define logical business models, dimensions,
hierarchies, levels, attributes, and numeric and text
metrics. It also includes the ability to handle time-
series-related structures, information security, for-
eign languages, and logical model management.
> Manipulate: Modify logical business models by
grouping business model levels and creating
custom hierarchies. It also requires the ability to
support aliases and user-based naming of mem-
bers of the business model.
> Business Rules: Define business rules at the metric
and member level and as a mathematical formula.
> Manage: Manage the model within the product
or RDBMS. It also includes the ability to audit,
deploy, and synchronize models for use through-
out an organization.
Access> Source: Access data from a RDBMS, multidimen-
sional database management system (MDBMS),
and XML. It also includes the capability to access
data from any ERP or CRM application suite at the
application level.
> Integrate: Integrate information from RDBMSs
via SQL or XML into a document, report, table,
and/or chart.
> Access: Define users or groups and customize
the view of the portal or access mechanism to
information. It also includes the capability to
access documents directly from a portal,
Microsoft Excel, URL, and wireless or mobile
devices via text or voice. It also includes the capa-
bility to synchronize a document with a client
computer or mobile device.
> Manage: Save regular and external documents
with attributes into a category catalog. It also
includes the capability to refresh documents and
save them in XML.
Discover> Query: Create and save queries and results as well
as directly query physical tables and columns and
metadata. It also includes the capability to do spe-
cific-level manipulation of queries through setting
limits and attributes and through multi-step query-
ing, and joining of results. In addition, it offers the
ability to cache query results, perform aggrega-
tions, execute stored procedures and inner and
outer joins, query text metrics, and audit queries.
> Calculate: Calculate columns and custom and
derived metrics, including subtotal, aggregate,
what-if, and a whole set of calculation functions
— mathematical, statistical, logical, financial,
date, and numerical. It also includes the capabil-
ity to automatically add subtotals and totals on
Web and Windows clients.
> Analyze: Build derived metrics from source and
resulting metrics. It also includes the capability to
build top/bottom, rank by count, value, and per-
centage, analyze time series, and perform analy-
ses using scatter, bubble, and clustering methods.
Interact> Navigate: Drill down and drill across on informa-
Companies are searching for ways to bring IT invest-ments in line with their most critical business priorities.This quest has created a shift from transaction-centricto information-centric approaches that facilitate collab-oration and information to drive action on decisionsthroughout organizations. This transition is the impetusbehind a new class of software capabilities evolvingfrom the roots of BI: performance management.
Performance management is the strategy, method-ologies, and processes of managing the performanceof the organization and its business network by lever-aging assets to achieve a common set of goals andobjectives. This approach focuses on understanding,optimizing, and aligning actions and decisions byensuring the collaboration and empowerment of allindividuals across the business network. It enables allindividuals to work across strategic, tactical, and oper-ational levels to align actions to ensure optimal per-formance for business processes or operations.
Performance Management
≤<><>
tion and detail that supports the metrics. It also
includes the capability to interact in other meth-
ods that can support the Understand process.
> Interact: Pivot, page, and sort in a report or
table along with filter by members, metrics, and
attributes. It also includes the capability to
graphically select information and create a result-
ing document or presentation.
> Present: Display information in a report, chart, map,
table, financial report, and text form. It also includes
the ability to format presentation elements, such as
the border, cell, text, range of values, and so on.
> Search: Search a repository for documents or
contents in the document.
PERFORMANCECYCLE PROCESS 2: OPTIMIZETo make performance as effective as possible through
forecasting, collaboration, integration, and action taking.
Project> Forecast: Forecast from base data, percentage,
numbers, rules, and user-defined values.
> Plan: Modify the business model into scenarios,
perform simulations to recalculate a model, and
save the versions and business model scenarios,
simulations, and plans.
> Mine: Mine data based on decision trees, induc-
tion rules, statistical trees, neural nets, and other
methods. It also includes the capability to output
results sets into a RDBMS for use in other systems
and export data-mining models to Predictive Model
Markup Language (PMML).
Collaborate> Publish: Directly email documents to individuals
or groups in the organization.
> Share: Share documents among individuals and
categories.
> Interact: Make notations, annotations, and com-
ments in newsgroups and embed video clips and
documents.
> Coordinate: Approve documents and define a
workflow for document routing.
Integrate> Customize: Build customer user interfaces using
scripting, custom controls, and use graphics to
drive applications. It also includes the capability
to build applications using an API or SDK and
build value-added components on top of these
interfaces.
> Integrate: Integrate documents, query interfaces,
document catalogs, external documents, and Web
sites into a portal. It also includes the capability to
integrate documents into CRM and ERP applica-
tions, application servers, and Lightweight
Directory Access Protocol (LDAP) and NT LanMan
(NTLM) interfaces.
Act> Update: Update RDBMSs with information from
a document, report, table, metrics, and other
sources.
> Communicate: Embed text with metrics, mem-
bers, and documents and create notes for read-
ing comments or observations. It also includes
the capability to send XML, wireless markup lan-
guage (WML), HTML, and messages via Java mes-
saging service (JMS).
> Recommend: Make recommendations for what
actions to take next, create summary documents for
further analysis, and create and integrate recommen-
dations from analytics to enterprise applications.
PERFORMANCECYCLE PROCESS 3: ALIGNTo adjust action through goal setting, scoring, notify-
ing, and automating performance management.
Target> Vision and Mission: Define a vision, mission,
and business strategy that is accessible by users
in the organization.
> Goal Setting: Define goals and align metrics to
the users in an organization.
> Objective Definition: Define objectives that are
connected to goals and metrics.
> Benchmark: Define benchmarks for setting goals at
4 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 5
the user and group levels. It also includes the capa-
bility to import benchmark metrics for comparison.
Score> Dashboard: Display information that something
is out of alignment using special indicators,
including visualization, meter, gauge, trend, and
underlying threshold.
> Scorecard: Link information from goals and objec-
tives to metrics, define and visualize organizational
hierarchy, and implement and certify on Balanced
Scorecard Collaborative methodology. It also
includes the capability to define and display cause-
and-effect diagrams, support cascading or hierar-
chical scorecards, and build graphical relationships
between metrics and goals and objectives.
> Custom Application: Build a custom application
for scoring performance with business logic.
Inform> Define: Define documents in a WYSIWYG envi-
ronment and format documents with graphics,
colors, and cells using fonts, colors, alignment,
borders, and patterns. It also includes the capa-
bility to build a report template, cascading style
sheets, drag-and-drop dimensions, prompted
reports, and master-detail reports.
> Output: Output documents in PDF, XLS, HTML,
and XML formats along with automatically refresh-
ing data. It also includes the capability to output
documents to printers using National Language
Support and to support briefing books formats.
> Deliver: Define documents to be automatically
generated and delivered via bursting and run
schedules for delivery via email, fax, voice, print-
er, and the Web. It also includes the capability to
subscribe to document delivery.
> Personalize: Personalize the user interface
based on login, groups, rules, new information,
and predictive technology.
Automate> Alert: Set a monitor or threshold for a metric
based on variance and ranges. It also includes
the capability to change information in a docu-
ment based on a monitor or schedule an alert to
run automatically.
> Agents: Define an agent to take action based on
another action through a workflow, with business
logic, or directly take action. It also includes the
capability to schedule agents to run on a custom
schedule.
VENTANA RESEARCH DECISIONCYCLE PROJECT METHODOLOGY The DecisionCycle methodology includes an eight-step
project management process for BI and performance
management initiatives. Ventana Research designed
the DecisionCycle to address the usually separate and
critical business and IT issues that put these projects
at risk. We designed the Ventana Research Product
Assessment Guide for Performance Management to be
used with the Ventana Research DecisionCycle. The
Product Assessment Guide uses criteria defined in the
PerformanceCycle discussed in preceding sections of
this report.
Many BI, reporting, and dashboard projects fail to
reach their full potential because they don’t use a
methodology to match the right technology to meet
the business users’ needs. Applying the right software
is a critical step in understanding how to leverage
information to gain insight and improve productivity
and effectiveness throughout your organization.
Here’s a quick overview of the Ventana Research
DecisionCycle Methodology:
1. Define business goals. Define the mission of the busi-
ness project by answering the following: What are the
specific goals and desired benefits for this project?
The goals must relate to strategy and plans and how
they link people and key performance indicators.
2. Define business requirements. Define the busi-
ness requirements to achieve the business goal
(the specific items or actions that must be com-
pleted). What must be done, from a business per-
spective, to achieve the defined goals? The busi-
ness requirements help provide context for the
≤<><>
specific capabilities that are required and will
drive the user community classification.
3. Define user community. Define the users involved in
achieving the business goals across the entire user
community spectrum. Who is involved in achieving
the business goals? The user community is critical
to determine the types of users. Every organization
will have different classifications but typically, you
find roles such as management, analysts, business
users, and information consumers.
4. Define functional requirements. Define what func-
tionality will achieve the business requirements for
the user community. What must be done and who
will do it? Your organization must research, define,
and validate the functional requirements across the
user communities to ensure their applicability and
specificity.
5. Define functional capabilities. Define what func-
tional capabilities must be provided to meet users’
functional requirements. This definition will encom-
pass a list of the specific tasks or capabilities need-
ed for each functional requirement. How is each
requirement satisfied by the functional task? The
functional capabilities provide context to the indi-
vidual capabilities that can support the tasks that
are part of a user’s role and responsibility.
6. Determine master list of vendors. Determine the
vendors that most closely align to the functional
requirements and capabilities and determine the
master list of vendors. Who are the vendors that
provide the required functionality? By identifying
users, functional requirements, and capabilities,
you can arrive at a scoring model that will bench-
mark products efficiently.
7. Define business and technology criteria. Define the
complete business and technology selection crite-
ria to choose a short list of vendors. These criteria
could include usability, manageability, reliability,
functionality, adaptability, TCO, ROI, and vendor
validation. These criteria generate the next level of
scores to determine your vendor short list.
8. Evaluate and select vendor. Fully evaluate the short
list of vendors based on business and technology
criteria, and select the vendor for the business pro-
ject. This evaluation should include a proof of con-
cept to assess and validate vendor products. This
step will determine the vendor that best fits the
business project.
REAL-WORLD BUSINESS EXAMPLES APPLYING THE DECISIONCYCLE Every organization can use the Ventana Research
DecisionCycle methodology to improve any business
process, organizational unit, or business area. To
demonstrate the full potential of the DecisionCycle to
assess, evaluate, and select the appropriate BI solu-
tions for your performance management projects, here
are two real-world examples.
ManufacturingA manufacturing company must manage a particular
product line to ensure profitability. This is a significant
challenge that requires collecting information from
across the organization. The tools that users need to
achieve the goal of managing the product's performance
are critical. This business challenge applies to all organi-
zations that sell products or services to customers.
1. Define business goals. The mission of the busi-
ness project is to maximize product sales while
maintaining manufacturing costs to achieve prod-
uct profitability, which will improve the financial
statement margins and stakeholder value.
2. Define business requirements. To achieve the goal,
the company must assess product performance
across customers and determine ways to maximize
marketing and sales efforts. In addition, the compa-
ny must look for ways to keep manufacturing and
operational costs at or below their current levels.
3. Define user community. The users involved in this
project will span across communities. The com-
pany used the predefined user categories of the
Ventana framework as a basis.
> Management will set goals and assess progress,
along with having access to high-level operational,
manufacturing, and customer performance data.
> Analysts must determine how they can achieve
6 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
OCTOBER 2003 PRODUCT ASSESSMENT GUIDE 7
the goals set and outline the methods for the rest
of the organization in order to reach the objectives.
> Business users will have the capability to monitor
efforts on a weekly basis and guide individuals
toward targets.
> Information consumers will have the ability to
understand their contributions and align their
efforts on a daily basis.
4. Define functional requirements. Using the prede-
fined functional requirements outlined in Table 1
or the PerformanceCycle section, you determine
the needs of your users. Based on this determina-
tion, you can either list the needs across all users
or group it by user classes to rank each functional
capability by how essential it is for users. In this
example, users have the following needs:
> Management must set goals, assess progress,
benchmark performance, and have access to infor-
mation to analyze key performance indicators.
Managers’ requirements include Access, Discover,
Interact, Collaborate, Target, and Score.
> Analysts must model customer segments and ana-
lyze product-related supply chain information to
optimize marketing and selling. Analysts’ require-
ments include Model, Access, Discover, Interact,
Project, Collaborate, Inform, and Automate.
> Business users across sales, marketing, and manu-
facturing must analyze and monitor customer and
product information that is relevant to their roles and
responsibilities. They must communicate issues and
opportunities for meeting business goals. Business
users’ requirements include Access, Discover,
Interact, Collaborate, Act, Score, Inform, and
Automate.
> Information consumers must understand their
performance and have their actions aligned to the
business goals. Individuals’ requirements include
Collaborate, Act, Score, Inform, and Automate.
5. Define functional capabilities. Choosing from the
predefined functional capabilities [outlined in
Table 1 that best meet your functional require-
ments, you assemble a list of questions for soft-
ware vendors to answer.
6. Determine master list of vendors. At this step, you
determine the master list of vendors that most
closely align to the functional requirements and
capabilities. You do this by determining a scoring
mechanism to reduce the total numbers of vendors
that you can more closely examine for the project.
While steps 1-6 of the DecisionCycle methodology
focus on matching users’ needs to vendor capabilities,
steps 7 and 8 involve defining business and technology
requirements other than user needs that you will use to
determine the short list of vendors that you will fully
evaluate for your business project. Then, you will match
capabilities and project experience from your vendor
short list to your company’s specific strategies and
technologies, leading to final selection of a vendor.
TelecommunicationsA telecommunication company must optimize its cus-
tomer interactions to maximize revenue and achieve
higher levels of customer satisfaction. This business
challenge applies across organizations that sell prod-
uct or services. This scenario requires a complete
understanding of your customers and how to develop
effective offers to them through any channel.
1. Define business goals. The mission is to increase
revenue by optimizing customer interactions across
all channels, which will improve revenue and maxi-
mize return on investment in CRM technologies.
2. Define business requirements. To achieve this
goal, you must develop customer models that
will determine how to target the customers that
are most likely to purchase products. The result
will be to develop interaction campaigns across
all channels. Then you must assess and optimize
performance of the interaction campaigns.
3. Define user community. Again, the users involved
in this project will span across communities.
> Management must assess progress, along with hav-
ing access to high-level key performance indicators
to assess performance across the customer base.
> Analysts must build customer models and ana-
lyze the supply chain to determine which prod-
ucts will be promoted through which channels.
≤<><>
> Business users will have the capability to moni-
tor efforts on a weekly basis and guide individu-
als toward the target.
> Information consumers will be influenced by
sales, service, and marketing efforts on what to
offer customers. They will have the ability to under-
stand their performance as compared to others and
align their daily operational roles.
4. Define functional requirements. You perform the
same tasks as in the previous scenario at this stage
to determine the capabilities required by each user
class:
> Management must set goals, assess progress, bench-
mark performance, and understand the effects on the
bottom line. Functional capabilities required for man-
agers include Discover, Collaborate, Target, and Score.
> Analysts must model customer segments, devel-
op target customers with recommended cam-
paigns, and analyze results to optimize customer
relationships. Functional capabilities required for
analysts include Model, Access, Discover, Interact,
Project, Collaborate, Integrate, Act, Inform, and
Automate.
> Business users across sales, marketing, and service
must analyze and monitor customer behavior and
communicate issues and opportunities to analysts
and management. Functional capabilities required
for business users includes Access, Discover, Interact,
Collaborate, Act, Score, Inform, and Automate.
> Information consumers must take recommenda-
tions that are presented to them in operational sys-
tems, portals, or any application they use while
interacting with the customer. Customers will also
receive recommendations via e-business interac-
tions and will have the opportunity to dynamically
react to the campaign. Functional capabilities
required for individuals include Collaborate, Act,
Score, Inform, and Automate.
Steps 5 and 6 are the same as in the previous sce-
nario to achieve a master list of vendors that best meet
your functional requirements.
Again, Steps 7 and 8 involve DecisionCycle processes
not discussed in this report. "
DisclaimerVentana Research completed “The Ventana Research ProductAssessment Guide for Performance Management” indepen-dently of vendors. The review process did not include anyadvertising or vendor influence. We invited a wide array of ven-dors of all sizes to participate. However, we have not providedany vendor published in this guide with preferential treatment.
This guide is independent of subject- or vertical-areaapplications (such as CRM, supply chain, or telecommunica-tions). The intent is not to give any weight to or detract fromthe value of a buy approach for packaged analytic applica-tions, but to give you insight into the build-or-deployapproach to meet your business needs. This approach letsany vendor demonstrate its support for the breadth anddepth of functionality required for optimizing decision-mak-ing throughout the organization.
The scoring of the functional capabilities is based onanswers to specific functionality questions provided by thevendors with validation by Ventana Research. VentanaResearch calculated scores based on the number of positiveacknowledgments of the functional capability questionsdivided by the total number of questions in the subcategory.It is important to understand that vendors’ products aredesigned for certain capabilities or types of users, and a lowrating may not indicate that the product is lacking sufficientcapabilities to be used in your project. This review is intend-ed to demonstrate how the methodology is applied to ven-dors’ products but is based on the capability questions wehave provided as examples.
8 INTELLIGENTENTERPRISE.COM PRODUCT ASSESSMENT GUIDE
Ventana Research is a leading research andadvisory services firm committed to providingcredible and objective insight and education onthe best practices, methodologies andtechnologies that enable organizations to utilizeinformation assets and resources to achievebusiness performance management.
Unlike other firms, which are often challengedby their abilities to sustain breadth and depth ofresearch, Ventana Research provides one researchframework for complete business and technologycoverage in a particular market — performancemanagement. This gives Ventana Research theunique ability to put research and market trendsinto context for the specific needs of business andIT end users and vendor communities.
Ventana Research performs quantitative andqualitative research and offers a range of servicesincluding annual subscription services, primaryand custom research, strategic consulting, re-search studies, and speaking and writing services.
About Ventana Research
Copyright © 2003, Ventana Research.
Functional Capabilities
Product
e.Analysis Option 7
e.Report Option 7
e.Spreadsheet Option 7
Alphablox 5
Integra 1.2
TM1 8.1
dynaSight 3.5
Application Foundation v6
BusinessObjects Enterprise v6
BusinessObjects Designer v6
BusinessQuery v6 for Microsoft SQL Server & Excel
InfoView & Mobile Portal v6
WebIntelligence v6
Cognos Enterprise Planning v7.1
Impromptu Web Reports Series 7 v2
Cognos Metrics Manager 2.0
Cognos NoticeCast Series 7 v2
PowerPlay Series 7 v2
Cognos ReportNet 1.01
Visualizer Series 7 v2
Defin
e
Man
ipul
ate
Busi
ness
Ru
les
Man
age
Sour
ce
Inte
grat
e
Acce
ss
Man
age
Quer
y
Calc
ulat
e
Anal
yze
Navi
gate
Inte
ract
Pres
ent
Sear
ch
Understand
Company
Actuate Corp
Alphablox Corp.
Applix Inc.
ArcPlan Inc.
Business Objects SA
Cognos Inc.
Functional Requirements Model Access Discover Interact
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
1
Functional Capabilities
Product
CleverPath EUREKA:Strategy 6.2
CleverPath Forest & Trees 7
CleverPath OLAP 5.1
CleverPath Predictive Analysis Server 2.0
CleverPath Reporter 4.1
Crystal Analysis Professional 9.0
Crystal Enterprise 9.0
Crystal Reports 9.0
Balanced Scorecard
Epistemic Analytics Toolkit 2.0
BI Suite 8
BI Analyze 8
BI Query 8
BI Server 8
BI Web 8
PowerAnalyzer 4.0
WebFocus Maintain 5.2
WebFocus Managed Reporting 5.2
WebFocus ReportCaster 5.2
WebFocus Reporting Server & Tools 5.2
Defin
e
Man
ipul
ate
Busi
ness
Ru
les
Man
age
Sour
ce
Inte
grat
e
Acce
ss
Man
age
Quer
y
Calc
ulat
e
Anal
yze
Navi
gate
Inte
ract
Pres
ent
Sear
ch
Understand
Company
Computer Associates
International Inc.
Crystal Decisions Inc.
Epistemic Corp.
Hummingbird Ltd.
Informatica Corp.
Information Builders Inc.
Functional Requirements Model Access Discover Interact
2
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Company
Microsoft Corp.
MicroStrategy Inc.
Oracle Corp.
OutlookSoft Corp.
Pilot Software
ProClarity Corp.
QlikTech Inc.
SAP AG
Silvon Software Inc.
Product
Microsoft SQL Server 2000 - Analysis Services
Microsoft Data Analyzer 1.0
MicroStrategy 7i 7.2.2 Platform
MicroStrategy Narrowcaster 7i 7.2.2
MicroStrategy Web 7i 7.2.2
Oracle9i Developer Suite
OutlookSoft Enterprise Analytic Portal 3.2
Pilot BusinessAnalyzer 8.1
Pilot BusinessMonitor 8.0
ProClarity Analytics Platform 5
Qlikview Enterprise 6.0
QlikView Publisher 6.0
QlikView Server 6.0
QlikView Professional 6.0
QlikView Analyzer 6.0
mySAP Business Intelligence 3.0
Stratum 3.0 (Enterprise Performance Management Applications)
Functional Capabilities Defin
e
Man
ipul
ate
Busi
ness
Ru
les
Man
age
Sour
ce
Inte
grat
e
Acce
ss
Man
age
Quer
y
Calc
ulat
e
Anal
yze
Navi
gate
Inte
ract
Pres
ent
Sear
ch
UnderstandFunctional Requirements Model Access Discover Interact
3
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Functional Capabilities
Product
e.Analysis Option 7
e.Report Option 7
e.Spreadsheet Option 7
Alphablox 5
Integra 1.2
TM1 8.1
dynaSight 3.5
Application Foundation v6
BusinessObjects Enterprise v6
BusinessObjects Designer v6
BusinessQuery v6 for Microsoft SQL Server & Excel
InfoView & Mobile Portal v6
WebIntelligence v6
Cognos Enterprise Planning v7.1
Impromptu Web Reports Series 7 v2
Cognos Metrics Manager 2.0
Cognos NoticeCast Series 7 v2
PowerPlay Series 7 v2
Cognos ReportNet 1.01
Visualizer Series 7 v2
Fore
cast
Plan
Mine
Publ
ish
Shar
e
Inte
ract
Coor
dina
te
Cust
omize
Inte
grat
e
Upda
te
Com
mun
icat
e
Reco
mm
end
Optimize
Company
Actuate Corp
Alphablox Corp.
Applix Inc.
ArcPlan Inc.
Business Objects SA
Cognos Inc.
Functional Requirements Project Collaborate Integrate Act
1
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Functional Capabilities
Product
CleverPath EUREKA:Strategy 6.2
CleverPath Forest & Trees 7
CleverPath OLAP 5.1
CleverPath Predictive Analysis Server 2.0
CleverPath Reporter 4.1
Crystal Analysis Professional 9.0
Crystal Enterprise 9.0
Crystal Reports 9.0
Balanced Scorecard
Epistemic Analytics Toolkit 2.0
BI Suite 8
BI Analyze 8
BI Query 8
BI Server 8
BI Web 8
PowerAnalyzer 4.0
WebFocus Maintain 5.2
WebFocus Managed Reporting 5.2
WebFocus ReportCaster 5.2
WebFocus Reporting Server & Tools 5.2
Fore
cast
Plan
Mine
Publ
ish
Shar
e
Inte
ract
Coor
dina
te
Cust
omize
Inte
grat
e
Upda
te
Com
mun
icat
e
Reco
mm
end
Optimize
Company
Computer Associates
International Inc.
Crystal Decisions Inc.
Epistemic Corp.
Hummingbird Ltd.
Informatica Corp.
Information Builders Inc.
Functional Requirements Project Collaborate Integrate Act
2
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Company
Microsoft Corp.
MicroStrategy Inc.
Oracle Corp.
OutlookSoft Corp.
Pilot Software
ProClarity Corp.
QlikTech Inc.
SAP AG
Silvon Software Inc.
Product
Microsoft SQL Server 2000 - Analysis Services
Microsoft Data Analyzer 1.0
MicroStrategy 7i 7.2.2 Platform
MicroStrategy Narrowcaster 7i 7.2.2
MicroStrategy Web 7i 7.2.2
Oracle9i Developer Suite
OutlookSoft Enterprise Analytic Portal 3.2
Pilot BusinessAnalyzer 8.1
Pilot BusinessMonitor 8.0
ProClarity Analytics Platform 5
Qlikview Enterprise 6.0
QlikView Publisher 6.0
QlikView Server 6.0
QlikView Professional 6.0
QlikView Analyzer 6.0
mySAP Business Intelligence 3.0
Stratum 3.0 (Enterprise Performance Management Applications)
Functional Capabilities Fore
cast
Plan
Mine
Publ
ish
Shar
e
Inte
ract
Coor
dina
te
Cust
omize
Inte
grat
e
Upda
te
Com
mun
icat
e
Reco
mm
end
OptimizeFunctional Requirements Project Collaborate Integrate Act
3
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Functional Capabilities
Product
e.Analysis Option 7
e.Report Option 7
e.Spreadsheet Option 7
Alphablox 5
Integra 1.2
TM1 8.1
dynaSight 3.5
Application Foundation v6
BusinessObjects Enterprise v6
BusinessObjects Designer v6
BusinessQuery v6 for Microsoft SQL Server & Excel
InfoView & Mobile Portal v6
WebIntelligence v6
Cognos Enterprise Planning v7.1
Impromptu Web Reports Series 7 v2
Cognos Metrics Manager 2.0
Cognos NoticeCast Series 7 v2
PowerPlay Series 7 v2
Cognos ReportNet 1.01
Visualizer Series 7 v2
Align
Company
Actuate Corp
Alphablox Corp.
Applix Inc.
ArcPlan Inc.
Business Objects SA
Cognos Inc.
Functional Requirements
1
Visio
n an
d
Miss
ion
Goal
Set
ting
Obje
ctive
Defin
ition
Benc
hmar
k
Dash
boar
d
Scor
ecar
d
Cust
om
Appl
icat
ion
Defin
e
Outp
ut
Deliv
er
Pers
onal
ize
Aler
t
Agen
ts
Target Score Inform Automate
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Functional Capabilities
Product
CleverPath EUREKA:Strategy 6.2
CleverPath Forest & Trees 7
CleverPath OLAP 5.1
CleverPath Predictive Analysis Server 2.0
CleverPath Reporter 4.1
Crystal Analysis Professional 9.0
Crystal Enterprise 9.0
Crystal Reports 9.0
Balanced Scorecard
Epistemic Analytics Toolkit 2.0
BI Suite 8
BI Analyze 8
BI Query 8
BI Server 8
BI Web 8
PowerAnalyzer 4.0
WebFocus Maintain 5.2
WebFocus Managed Reporting 5.2
WebFocus ReportCaster 5.2
WebFocus Reporting Server & Tools 5.2
Visio
n an
d
Miss
ion
Goal
Set
ting
Obje
ctive
Defin
ition
Benc
hmar
k
Dash
boar
d
Scor
ecar
d
Cust
om
Appl
icat
ion
Defin
e
Outp
ut
Deliv
er
Pers
onal
ize
Aler
t
Agen
ts
Align
Company
Computer Associates
International Inc.
Crystal Decisions Inc.
Epistemic Corp.
Hummingbird Ltd.
Informatica Corp.
Information Builders Inc.
Functional Requirements Target Score Inform Automate
2
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services
Company
Microsoft Corp.
MicroStrategy Inc.
Oracle Corp.
OutlookSoft Corp.
Pilot Software
ProClarity Corp.
QlikTech Inc.
SAP AG
Silvon Software Inc.
Product
Microsoft SQL Server 2000 - Analysis Services
Microsoft Data Analyzer 1.0
MicroStrategy 7i 7.2.2 Platform
MicroStrategy Narrowcaster 7i 7.2.2
MicroStrategy Web 7i 7.2.2
Oracle9i Developer Suite
OutlookSoft Enterprise Analytic Portal 3.2
Pilot BusinessAnalyzer 8.1
Pilot BusinessMonitor 8.0
ProClarity Analytics Platform 5
Qlikview Enterprise 6.0
QlikView Publisher 6.0
QlikView Server 6.0
QlikView Professional 6.0
QlikView Analyzer 6.0
mySAP Business Intelligence 3.0
Stratum 3.0 (Enterprise Performance Management Applications)
Functional Capabilities Visio
n an
d
Miss
ion
Goal
Set
ting
Obje
ctive
Defin
ition
Benc
hmar
k
Dash
boar
d
Scor
ecar
d
Cust
om
Appl
icat
ion
Defin
e
Outp
ut
Deliv
er
Pers
onal
ize
Aler
t
Agen
ts
AlignFunctional Requirements Target Score Inform Automate
3
Functional Requirements that have a zero score for theentire sub-category are listed as Not Applicable (NA) ornot providing that functionality
Providing no functionality described
Providing 1/4 of the functionality described
Providing 1/2 of the functionality described
Providing 3/4 of the functionality described
Providing all the functionality described
Score would have been higher but it depends on anotherproduct from the vendor - Contact Vendor for Details
Score would have been higher but it depends on customprogramming - Contact Vendor for Details
CorVu Corp., Dimensional Insight Inc., HyperionSolutions Corp., IBM, Oco Inc., PeopleSoft Inc., SASInstitute Inc., and Siebel Systems Inc. did notrespond to invitation for participation.
* Oracle - Deployment of Oracle 9i DS is via Oracle 9iAS. Oracle 9i RDBMS provides additional functionali-ty not listed in this guide.
* Microsoft - Microsoft SQL Server 2000 providesadditional functionality beyond what is listed forMicrosoft SQL Server 2000 Analysis Services
* MicroStrategy - Multiple product were consolidatedunder 7i Platform - Additional Products are found onwww.microstrategy.com
ProClarity - Additional functionality to supportAnalytics Platform through Microsoft SQL Server2000 - Analysis Services