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    Business Intelligence for Mid-SizeCompanies

    Thursday, June 26, 2008

    1:00 PM Eastern, 10:00 AM Pacific

    60 minutes

    Hosted by

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    BUSINESS OBJECTS CONFIDENTIAL. COPYRIGHT 2008 BUSINESS OBJECTS S.A.

    Welcome

    Michael KriegerVP, Market Experts Group

    Ziff Davis Enterprise

    Hosted by

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    BUSINESS OBJECTS CONFIDENTIAL. COPYRIGHT 2008 BUSINESS OBJECTS S.A.

    Featured Speakers

    Michael SpeyerSenior Analyst, Forrester Research

    George Bock

    Vice President of IT, Sole Technology

    Todd Rowe

    Group Vice President and General ManagerMid-Market Division, Business Objects, an SAP

    company

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    Business Intelligence for

    Midmarket Companies

    Michael SpeyerSenior AnalystForrester Research

    June 30, 2008

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Agenda

    Why do Business Intelligence and PerformanceManagement?

    Is Business Intelligence used by midmarketcompanies?

    What should you look for in a midmarket BIsolution?

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    BI and PM offer tangible business benefits

    Business Intelligence

    Reporting of historical data andinformation

    What stock needs to bereplenished?

    Which marketing campaigns areworking?

    Discovery of trends or businessanomalies that could impact futuregrowth

    My average deal size is decreasingin customer segment X

    Defect rates are higher when we usethis parts from supplier Y

    Strategy development with an eyetoward future decisions.

    Customer X is likely to pay late

    We should cross-sell to thesecustomer segments

    Performance Management

    Monitoring specific businessactivities and processes as theyoccur

    Call center wait-times are rising

    Alerting the stakeholders whenmetrics and indicators are out oftolerance

    Escalate the wait-time issue to asenior exec

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Business Performance Management extends

    the usefulness Business Intelligence

    Reporting

    Disparate data sources (Excel, Oracle, SQL Server etc)

    Static

    Snapshot in time

    Simple visual presentation

    Information Management

    Integrated data source

    Historical reporting

    Analytics

    Sophisticated visual presentation (Dashboards)

    Performance Management

    Key performance indicators

    Scenarios

    Feedback loop

    Predictive

    Historic

    Today

    Today

    Near RealTime

    Future

    REACTIVE

    PROACTIVE

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Business Intelligence spans a continuum of functions

    whose value vary with their complexity

    PerformanceManagement

    InformationManagement

    Reporting,Queries

    Value to BusinessTactical Strategic

    Technology and ImplementationSimple Complex

    Role in the BusinessInformative Predictive

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Some real world examples of BI success

    Consumer packaged goods firm transforms forecasting from

    manually driven Excel hell to a performance managementforecasting system using automated inputted POS data.Performance management allows for what-if scenarios for forecastplanning

    In insurance claims fraud predictive analysis technology is usedanticipate where fraud might occur, and in doing so prevent it fromhappening by tightening up appropriate policies and procedure.

    A bank bridges a legacy database with departmental databases,giving branch managers and other users access to BI applicationsto determine who the most profitable customers are or whichcustomers they should try to cross-sell new products to.

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Agenda

    Why do Business Intelligence and PerformanceManagement?

    Is Business Intelligence used by midmarketcompanies?

    What should you look for in a midmarket BIsolution?

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Midmarket companies can use BI and PM to address

    a wide range of business challenges

    Base: 525 North American Midmarket IT Decision makersSource: Enterprise and SMB IT Budgets and Spending Survey, North America, Europe and Asia Pacif ic 2007

    How well does your IT organization currently support each of the following goals?

    7%

    12%

    25%

    21%

    29%

    22%

    26%

    33%

    28%

    38%

    50%

    42%

    37%

    23%

    26%

    22%

    23%

    18%

    23%

    8%

    6%

    6%

    44% 27%

    Driving innovative new market offerings or

    business practices

    Re-engineering core business processes

    Acquiring and retaining customers

    Improving the quality of products and/or processes

    Lowering the company's overall operating costs

    Improving end-user workforce productivity

    To a great extent High support Low support Not at all

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Midmarket companies are investing in BI solutions

    Business intelligence was a high investment area in 2007,across all major vertical industries.

    In 2008, 36% of midmarket firms will increase spending oninformation management software

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Agenda

    Why do Business Intelligence and PerformanceManagement?

    Is Business Intelligence used by midmarketcompanies?

    What should you look for in a midmarket BIsolution?

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    If youre a midmarket CIO, you are

    Not technology neophyte, and often look like a mini-

    enterprise Relatively less project management experience

    Budget and IT-resource constrained

    Want assurances around IT project success

    Prepared to spend on IT solutions, but business value needsto be proven

    Want to know the TCO/ROI of IT projects

    Highly likely to involve non-IT decision makers in major

    software purchase decisions Careful when selecting solution implementation partners

    Partners must be able to demonstrate their prior experience, be ableoffer a complete solution and bring in their vertical industry expertise

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Look for BI solutions fit midmarket requirements

    In comparison to enterprises, midmarket companiesneed software solutions that have:

    Similar functionality

    Lower implementation complexity

    Lower operating costs

    Fast time to value

    Know upgrade path

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Successful BI project implementation checklist

    Ensure strong executive level buy-in

    BI supports executives, and usage is driven downward

    Its likely that you will implement BI with anexperienced solution partner

    Ensure that the partner you choose has theappropriate experience

    BI implementations require a fully-bakedproject plan

    Process documentation Adequate IT and non-IT staffing

    User training plan

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Summary

    BI and PM are increasingly being adopted bymidmarket companies.

    Many proof points exist that demonstrate the valueof BI/PM to the business

    Carefully consider where BI/PM can add value toyour business

    When evaluating a BI/PM solution, make sure thatits been designed to the fit the requirements of yourmidmarket IT shop

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    Entire contents 2008 Forrester Research, Inc. All rights reserved.

    Michael Speyer

    +1 617.613.6349

    [email protected]

    www.forrester.com

    Thank you

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    Business Intelligence for Mid-Size

    Companies

    George Bock

    VP of IT

    Sole Technology

    S l T h l

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    Sole Technology

    $200M globally dispersed, multi-national actionsports footwear and apparel company

    Experienced rapid growth beginning in 2002 Currently 500+ EEs and 29 global IT staff

    US and EU ERP instances, WMS, PDM

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    Old data lead to poor decisions Inconsistent data, definitions, standards

    Disparate data sources

    Inventory and SKU reporting Sales forecasting

    Production planning

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    Edge Crystal Reports

    Web Intelligence and Universes

    Xcelsius Dashboards Knowledge Accelerator

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    Employees trust our data No more instances of reports not being

    accurate

    Departmental data integrity

    Consistent and standard methodology foraccessing our data

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    Business Intelligence for Mid-SizeCompanies

    Todd Rowe, Global Vice President

    Business Objects, an SAP company

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    BUSINESS OBJECTS CONFIDENTIAL.

    Built on a strong foundation:

    Business Objects SME Solution

    Unrivalled marketplace strength:

    30+ years of industry experience

    Deepest software portfolio

    Broadest geographic reach with partners

    Strongest local expertise with partners

    Largest percentage of mid-market customers

    Unmatched Partner industry-specific know-

    how

    Unparalleled business growth

    Global organization and capabilities

    Continued market share gains

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    BUSINESS OBJECTS CONFIDENTIAL.

    Business Objects BI Platform:

    Unparalleled Value to the SME

    Complete

    Complete breadth of tools and solutions for any user in any roleBest-in-class capabilities

    EasySuitable for all user types, novice to advancedFlexible enough to meet your demanding (and ever-changing) businessrequirements

    Integrated

    Crystal ReportsCrystal Reports

    Server

    BusinessObjectsTM XI 3.0

    BusinessObjectsTM Edge

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    BUSINESS OBJECTS CONFIDENTIAL.

    Next Steps

    Exclusive Offer

    Forrester research report - $379 value

    Its Time to Reinvent Your BI Strategy

    Call 1-800-877-2340 (press 2 for sales) to request your

    complimentary copy Offer valid through September 30, 2008

    Free 30-day BusinessObjects Edge software trial

    Download at: www.businessobjects.com/edgetr ia l

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