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“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 Performance Management 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
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Page 1: 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

Page 2: Performance Management

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.

Page 3: Performance Management

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

≤<><>

Page 4: 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

Page 5: Performance Management

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

≤<><>

Page 6: Performance Management

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

Page 7: Performance Management

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.

≤<><>

Page 8: Performance Management

> 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.

Page 9: Performance Management

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

Page 10: Performance Management

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

Page 11: Performance Management

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

Page 12: Performance Management

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

Page 13: Performance Management

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

Page 14: Performance Management

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

Page 15: Performance Management

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

Page 16: Performance Management

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

Page 17: Performance Management

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