MicroStrategy Programs

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1 MicroStrategy Programs Embed MicroStrategy Business Intelligence Software to Drive Revenue and Increase Customer Loyalty We chose MicroStrategy over the other solutions because its Web interface is the most advanced thin client Web solution we have seen. Vestmark s solutions help our clients attract new assets, reduce operational costs, and increase the overall profitability of their managed accounts business. MicroStrategy s innovative and flexible technology makes them a great partner and provides our clients with the complex analytical capabilities they require. John Lunny President and COO of Vestmark Business intelligence (BI) software is used to tap into volumes of data and uncover easy-to-comprehend insights for enhanced decision making. Thousands of companies rely on BI technology to find new revenue opportunities, reallocate resources, improve operational efficiency, enhance business performance, reduce costs, manage inventory, and increase sales. Embedded as the BI partner of choice by OEMs across a broad array of industries, MicroStrategy s integrated BI platform can help other technology providers augment product capabilities, drive customer loyalty, and increase revenue. MicroStrategy s software has been designed to provide a single technology platform that can span the continuum of reporting and analytics in a tightly integrated manner. The MicroStrategy platform has been meticulously engineered to ensure reliability, scalability, security, and central administration, while easily customized for seamless integration into your application. By partnering with MicroStrategy, OEM partners will benefit from opportunities to: Enhance your hosted and distributed product offerings with all 5 styles of Business Intelligence Differentiate your product from competitors Create new revenue streams Accelerate time to market with MicroStrategy s Comprehensive Reusable Metadata Architecture Increase customer satisfaction with enhanced reporting and analytics functionality

2 Enabling Market-Leading Analytical Functionality Steps to Partnership Benefits of The MicroStrategy OEM Program: Technical Value Technology Overview & Demonstration Pricing & Packaging Discussion Technology Evaluation Solution Development Deployment Powerful, easy-to-use, zero-footprint Web-based interface gives user significant self-service functionality including report viewing, ad-hoc report development, and dashboard design Platform independence through.net, J2EE, XML, HTML and COM The MicroStrategy OEM Program MicroStrategy has built strong OEM relationships with companies that have leveraged the MicroStrategy platform to augment their products with dashboard, reporting, and analysis capabilities. These partners range from software companies with typical deployments of fewer than 5 users to technology providers that deploy hosted solutions to thousands of users. MicroStrategy leverages years of experience working with partners to offer a flexible OEM program with attractive pricing options. Additionally, MicroStrategy is committed to provide the technical, development, marketing, and sales support to ensure that your applications will provide market-leading analytical functionality. The MicroStrategy OEM Partner Program Methodology Through years of experience, we have developed a methodology for OEMs to quickly evaluate all aspects of an OEM relationship with MicroStrategy. This methodology includes: 1) Technology Overview & Demonstration (90 minutes) This one-on-one personalized webinar with your team gives you the opportunity to get an overview of MicroStrategy, the OEM program, our technology architecture, and a product demonstration. 2) Pricing & Packaging Discussion (30 minutes) The next step in the methodology allows you to become familiar with MicroStrategy s flexible packaging options. During this discussion, various options will be reviewed to find the one that best fits how you price your offering to customers. 3) Technology Evaluation (2-30 days) MicroStrategy provides our software at no charge for a 30-day evaluation. This evaluation includes free technical support. Additionally, a senior member of MicroStrategy s OEM team will work with you to help you build a prototype in your environment. 4) Solution Development ( days) Once you determine the business intelligence technology to embed in your solution, your development team can begin formal development of the content and delivery of the solution. MicroStrategy provides an aggressively discounted education program, allowing a developer to take one year of unlimited online and classroom training for a fixed fee. 5) Deployment MicroStrategy provides customized sales training at no charge to help your salesforce understand how to sell the analytics solution and how your solution is differentiated from others in your space. support with a completely open API Strength of a fully-integrated platform with a single metadata layer and central administration Ability to completely white-label the MicroStrategy interface by using the MicroStrategy Software Developer Kit for customization including Web Services & Portal Integration Free analytic modules for application development Economic Value Multiple flexible economic models to better integrate with your pricing models Aggressive discount schedule that enables competitive price points for your analytics solution No prepay requirements or minimum annual commitments Perennial Education Program for unlimited training at a fixed cost for internal development users Business Value Access to MicroStrategy corporate and product positioning collateral for use in your sales cycles Sales training workshops, provided at no charge, to help your salesforce learn to sell the joint solution Access to MicroStrategy Pre-release software through Beta Program An expandable platform that can adapt as your requirements grow 2

3 Add MicroStrategy Business Intelligence to Augment Your Current Product Offerings What Sets MicroStrategy Apart? MicroStrategy is a recognized leader in the business intelligence industry. As one of the longest standing BI software vendors Improve Your Customers Experience by Providing Decision Makers with Better Information in the market today, MicroStrategy s market position rests on continued technology innovation to deliver the most demanding, REPORT Operational Reports Financial Reports Performance Reports high-end BI applications. Companies need the full cycle of business performance insight to achieve improved corporate performance. The iterative and ongoing cycle of decision making is based on reporting on key metrics, rigorously analyzing data, and monitoring key indicators. This complete business analysis cycle enables users to refine how they manage their business units and the organization. MONITOR Dashboards Real-time Alerts Scorecards Operational Data Store ANALYZE Root Causes Exceptions Trends Many technology providers focus on providing operational capabilities by collecting data and finding efficient ways to store and retrieve individual pieces of data. MicroStrategy can augment these capabilities with sophisticated monitoring, reporting, and analytical capabilities. The combination of data management provided by your applications and the analytical engines provided by MicroStrategy can often significantly improve the benefit the overall solution provides to your customers. Every day, MicroStrategy s BI software is used by companies worldwide to transform their extensive operational data into MicroStrategy is the first and only business intelligence architecture to unify reporting, analysis, and monitoring into one seamless experience for the business user. actionable information. MicroStrategy s BI platform gives organizations solutions to their query, reporting, and advanced analytical needs via Web, wireless, and voice. Unlike other BI vendors, MicroStrategy is built from a single architectural foundation, making it the most integrated and efficient BI architecture available. 3

4 Integrated Architecture For Faster Time-To-Market and New Revenue Streams All 5 Styles of BI with a Single Unified Architecture Over the past decade, BI vendors have produced technologies to support 5 unique styles of BI applications. MicroStrategy is the only BI provider to deliver all 5 styles of BI with a single unified architecture. This integration allows for simpler training of users, faster time-to-market for applications, and the ability for OEM partners to offer additional products based on these 5 styles 5 Styles of BI Functionality Used to Report, Analyze, and Monitor with minimal additional development effort. The 5 Styles of BI: Scorecards and Dashboards. Highly graphical reports are formatted for the greatest visual appeal and ability to convey information at-a-glance. Reporting. Print-perfect report formats deliver detailed information as operational reports, business reports, invoices, and statements. OLAP Analysis. Slice and dice analysis with drilling, pivoting, page-by, and sorting capabilities serves business users whose analytical needs exceed the content of the operational reports, and require a simple environment for basic exploration within a limited range of data. Increasing Analytic Sophistication & User Interactivity Advanced Analysis OLAP Reporting Scorecards & Dashboards ANALYSIS REPORTING MONITORING Alerting & Proactive Notification Advanced and Predictive Analysis. Full investigative queries dive into all data in the databases, down to the Increasing Number & Range of Users: Information Analysts - Business Managers - All Workers - Extranets - Customers transaction level detail. This style also provides extensive predictive and statistical treatment of the data for correlation analysis, trend analysis, financial analysis, and projections. Alerts and Notification. Continuous scanning of the database for exceptions and anomalies automatically detects areas requiring attention. In addition, alerts, reports, and scorecards are delivered to large populations on set schedules, event-triggers, or on demand. 4

5 To Users Ensure Serve Complete Themselves Project With Lifecycle Minimal IT Management Support Through an Intuitive Web Interface Ease-of-use and Self-service Functionality An industrial-strength BI architecture must support all the users in the enterprise, from the most sophisticated analyst to the most novice report user. Only MicroStrategy can support the entire spectrum with a single user interface. MicroStrategy s premier Web interface is completely zero-footprint, leveraging right-click menus and drag-and-drop operations to provide an experience We are pleased to work with MicroStrategy and their industryleading BI technology. Our new Rivermine Clarity module, with MicroStrategy embedded, has helped customers find hundreds of thousands of dollars worth of additional network cost savings within weeks of implementation. Mark Logan, CEO of Rivermine that is familiar to users of Microsoft Windows. Designed for business user productivity, MicroStrategy s Web interface minimizes the involvement of IT organizations or developers, allowing users to serve themselves, as required. 9 Web Additionally, MicroStrategy has put significant user functionality into the Web interface to enable users to serve themselves without IT intervention. For instance, users can build their own dashboards, subscribe to reports via , and create ad-hoc reports that can be published in a secure manner to other users, all through the MicroStrategy Web interface. Our security model allows user administrators to control which functionality is available to each user. Through this model, MicroStrategy minimizes the OEM partner s level of involvement with their customers by putting report maintenance in the hands of the end-users. Attributetribute Attribute Attribute Attribute Attribute Drag-and-Drop 1 ROWS 2 COLUMNS Format 3 Run PAGE-BY: Category: Subcategory s Art & Architecture Business Literature Books - Miscellaneous Science & Technology Sports & Health Books Revenue Profit Cost $859,358 $201,412 $857,945 $589,246 $295,385 $366,250 $132,117 $59,491 $87,148 $457,129 $235,894 $299,102 $1,375,727 $310,489 $1,065,238 $538,269 $120,039 $418,230 Total $4,024,235 $890,696 $3,133,539 By providing significant functionality through an easy-to-use interface, OEM partners find drastic reductions in training and support costs, faster time-to-market, and increased customer MicroStrategy has perfected the Windows-on-the-Web user experience, making it the most intuitive and interactive BI Web interface. satisfaction. 5

6 Integrated Metadata Guarantees Consistency and Simplified Change Management Integrated Metadata Promotes Object Reusability OEMs often find themselves modifying their applications to suit customer requirements. MicroStrategy has designed an integrated metadata model that enforces a single definition for every object and minimizes the effort required to manage these changes. Ultimately, this architecture enables OEM partners to modify their data architecture and quickly add new reporting components to their solution, without significant development effort. The dynamic nature of MicroStrategy s metadata ensures that reports are always immediately up-to-date whenever any underlying object changes. This automatic and instantaneous updating applies even when objects are used within other objects. Unlike other BI technologies, a MicroStrategy report contains references to other dynamic metadata objects such as filters and metrics, rather than hard-coded definitions of these components. As a result, when a change is made to a lower-level object, all reports and other dependent objects immediately assume the change without any redevelopment effort. A mechanism to limit the user, during a user prompt, to only see a subset of all values Answers to user prompts when a user subscribes to a report via In this way, one single object with one single definition is used throughout the architecture and if this one object is modified, the new definition immediately is pushed out to all dependent objects. Only a dynamic metadata architecture, like that of MicroStrategy, can provide OEMs with the fastest time to market with their initial release and subsequent versions of their analytics solution. MicroStrategy provides an integrated and proven business intelligence platform on which to build our industryspecific solutions. We found MicroStrategy s features and price-to-performance ratio to be For instance, the MicroStrategy architecture heavily leverages the concept of a filter object. The MicroStrategy filter is an object that captures criteria of any sort. This filter object can be used in a variety of ways, including: Part of a Security Profile Subscription Preference Parameter or Prompt Selection superior to the other business intelligence products we evaluated. The power and flexibility of the MicroStrategy 8 platform allowed us to rapidly develop our solution and meet our A component of a report A component of a metric A component of another filter The alert criteria for sending out an A security filter, limiting the Report Component Alert Criterion Example: Top Stores Filter Σ Embedded in Another Filter Embedded in a time-to-market objectives. data that a user can see Jane Sinn Gabriel, Retail Solutions Manager of Pinnacle The MicroStrategy Integration Metadata model leverages the single definition of an object, such as a filter, in multiple ways, guaranteeing a single definition and simplified change management. 6

7 An Open Web Architecture for Customization and Integration Into Any Application MicroStrategy delivers its primary interface through a zerofootprint web interface, requiring no dependencies on Java Zero Footprint Web Interface or ActiveX. This interface is highly functional while also giving OEM partners complete control over the look-and-feel. The MicroStrategy interface has been designed for: Portal Integration Kit Complete independence of browser technology. MicroStrategy supports all standard browsers, including Internet Explorer, Firefox, and Safari. MicroStrategy does this XML XML External Parameter Files JSP Layer ASP.net Layer Transform Layer BI Information Layer Web Services Kit by delivering a fully funtional zero-footprint HTML/DHTML web interface. Server Technology-Agnostic. MicroStrategy fully supports both.net and J2EE environments on a single code-base. This BI Function Layer results in the ability to deliver all features on both platforms at the same time. Communication Layer Web API Portal and Web Services Integration through a layered architecture. MicroStrategy delivers a set of APIs to allow OEM partners to embed MicroStrategy functionality via Web Services, Portal Integration, or through cosmetic changes to Designed for Web Customization and Open APIs The true platform nature of MicroStrategy 9 is demonstrated by how easily the technology can be integrated with other systems or customized to fit a particular need. MicroStrategy engineers have exposed over 3,000 specific functions within the platform for external access and customization, including all analytical functions, all system management functions, and all security functions. Additionally, the architecture exploits industry standards throughout the platform, including ASP.NET or Java; XML/XSL for report rendering and APIs; optimized SQL for database access; HTML/DHTML, SSL and SMTP over the Internet; MDX and ODBO support for access to multidimensional databases and COM for Microsoft Windows integration. make the interface more consistent with the OEMs interfaces. Ease-of-upgrades even for heavily-customized interfaces. MicroStrategy provides parameter files for most common customizations, allowing developers to make their customizations outside of the core MicroStrategy web product. As a result, when upgrading to future releases of MicroStrategy, these customizations can persist with minimal redevelopment. 7

8 The MicroStrategy OEM Program Drives Revenue and Increases Customer Loyalty Benefits of the MicroStrategy OEM Program Technical Value Zero-footprint Web-based interface provides self-service functionality Platform independent, with a completely open API Strength of a fully-integrated platform with a single metadata layer and central administration Ability to completely white-label the MicroStrategy interface by using the MicroStrategy Software Developer Kit for customization Free analytic modules for application development Economic Value Flexible economic models to integrate with your pricing models Aggressive discount schedule enabling competitive price points for your solution No prepay requirements or minimum annual commitments Perennial Education Program for unlimited training at a fixed cost for internal development users Business Value Access to MicroStrategy corporate and product positioning collateral Sales training workshops, at no charge Access to MicroStrategy Pre-release Software through Beta program An expandable platform that can adapt as your requirements grow Founded in 1989, MicroStrategy is a global leader in business intelligence technology. MicroStrategy provides integrated reporting, analysis, and monitoring software that helps leading organizations worldwide make better business decisions every day. Companies choose MicroStrategy for its advanced technical capabilities, sophisticated analytics, and superior data and user scalability. More information about MicroStrategy (NASDAQ: MSTR) is available at Learn More about The MicroStrategy OEM Program. MicroStrategy s business intelligence software is recognized for its sophisticated technology, reliability, and flexibility. Find out more about how your company can differentiate its products, FREE EVAL CD 9 MicroStrategy makes its entire software package available for free evaluation for 30 days. This evaluation comes with free access to Technical Support as well as personal help from one of our team members to connect the software into your environment. Order the Free Eval CD at create new revenue opportunities, accelerate time market, and improve customer satisfaction with MicroStrategy. For more information about MicroStrategy s OEM program, please visit our website, or contact us at: Evaluation Edition Includes: A fully functional version of the award-winning MicroStrategy business intelligence platform Interactive product demos Multimedia-based training Step-by-step tutorials and sample data Reference guides, user manuals, and product documentation System Requirements: Pentium 1.8 GHz Processor 1 GB RAM 1.6 GB available hard drive space 3 MB available registry space Windows 2000 SP4, Windows 2003, or Windows XP Professional Edition Microsoft Internet Information Services version 5.0 Microsoft Internet Explorer version 6.01 SP1 Adobe Acrobat Reader version bit color display Windows fonts display set to small fonts (96 dpi) info@microstrategy.com MicroStrategy Incorporated 1861 International Drive McLean, VA Copyright All rights reserved. COLL