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Slide 1: Corporate Overview Our Company Our Customers Our Technology Our Services Name, Title September, 2004 1 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 2: MicroStrategy is a Global Leader in Business Intelligence History & Continuity Founded in 1989, MicroStrategy Has: • Over 2,300 Customers • Over 200 Partners • Over 800 Employees • 2003 Revenues $176M • Market Cap ~$980M A Long Heritage In Business Intelligence Technology Leadership Establishing the Market for Highend BI Through Tech Innovation 1st with Relational OLAP 1st with BI Application Server 1st with BI Web Interface 1st with E-mail Report Distribution 1st with Wireless Alerting 1st with Personalization 1st with ‘Windows-on-the-Web’ 1st with Integrated 5 Styles of BI Defining A Market Through Technology Innovation Our Customers Top Companies From All Major Industries Have Defined IndustrialStrength BI With MicroStrategy 7 of top 10 Global Retailers 4 of top 5 Food & Drug 7 of top 10 Diversified FSI 5 of top 5 US Retail Banks 3 of top 5 Insurance Companies 10 of top 10 Global Telecomm 10 of top 10 Global Pharmaceuticals 6 of top 10 Automotive Driven By the Most Demanding Customers Customer Applications Only MicroStrategy Technology Can Deliver the 100s of Diverse BI Applications That Companies Need To Manage Performance Today • • • • • Customer Supplier Assets Sales Products • • • • • Financial Risk Fraud Inventory HR Our Software Value Focus Industrial-Strength BI without the Cost Premium • Low Cost of Entry • Incrementally Deploy BI Styles as Needed • Rapid Application Development Kits • Long-Term Maintainability at Enterprise Scale And a Focus on Customer Value Industrial Strength BI Providing All 5 Styles of BI With One Integrated Platform 1. Enterprise Reporting 2. Cube Analysis 3. Ad Hoc Query & Analysis 4. Statistics & Data Mining 5. Report Delivery & Alerting With Powerful Differentiated Technology Capable of Managing the Full Range of Corporate Performance 2 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 3: MicroStrategy Is the Leading BI Platform Software Provider Customized BI Applications that Enterprises Need to Run their Business Customer Analysis • Customer Segmentation • Customer Profitability • Cross-sell / Up-sell Asset Management • Channel Management • Capital Budgeting • HR Allocations Financial Reporting Analysis • P&L Reporting • Profitability Analysis • Financial Compliance Analysis Risk Analysis • Risk Management • Portfolio Risk Analysis • Fraud Detection Supply Chain Management • Inventory Analysis • Trade Fund Analysis • Distribution Cost Analysis Vendor Performance Analysis • Service Level Agreement • Chargeback Analysis • Relative Sales Analysis Sales Analysis • Market Basket Analysis • Store/Geographic Analysis • Commission/Quota Reporting Operations Analysis • Web Traffic Analysis • Compliance Reporting • Store Operations Analysis Customize and Integrate Build On Analytic Modules Business Intelligence Technology Stack Packaged BI Applications • NCR/Teradata • PeopleSoft • Retek BI Platform Data Warehouses • IBM • Microsoft & Data Marts • Netezza • Oracle • Sybase • Teradata • Group 1 • Informatica • Pervasive • PeopleSoft • JD Edwards • Legacy Systems Data Integration & ETL Operational Systems • Ascential • DataMirror • ETI • SAP • Siebel • Oracle MicroStrategy 7i 3 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 4: Gartner Group Has Strong Praise for the MicroStrategy Platform "MicroStrategy's 7i product is state-of-the-art BI Platform technology. It has a solid architectural underpinning which is designed for scalability and efficiency." "With strong technology, good technical support, healthier financials and an improving organization, MicroStrategy is positioned to re-emerge as a market leader." "Overall, we rate its financial standing as "promising." MicroStrategy Vendor Rating May 2003 4 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 5: MicroStrategy and Customer Analysis Applications (Pre-packaged Module Now Available as part of Business Intelligence Developer Kit*) Unique Platform Strengths for Customer Analysis  True Segmentation capability requires adhoc banding of customers by any criteria and drilling to atomic details.  Data Scalability in the multi-terabyte range required for Customer Analysis is only possible with the MicroStrategy ROLAP architecture  Intricate Multi-level Analysis required for deeper customer insight is only possible with MicroStrategy’s multipass SQL engine  Database Platform and Schema Independence is required to support complex customercentric data bases  *Pre-Packaged Customer Analysis Module with 40 reports serves as an excellent starter kit to develop custom application TARGETED BUSINESS VALUE •Manage Loyalty and Reduce Churn •Optimize Product Offerings •Profile Lost Customers •Design Effective Campaigns •Segment Customer Base •Maximize Campaign ROI •Increase Customer Revenue/Profit •Cross/Up-Sell to Customers •Profile Profitable Customers •Analyze Customers •Measure Life Time Value •Segment Customers by Demographics . TYPICAL ANALYSIS •Customer Profiling •Segmentation by any Criteria •Revenue Contribution by Segment •Loyalty Management •Retention and Attrition Analysis •Time-based Trends •Revenue and Profit Enhancement •Product Affinity Analysis •Revenue and Profit Trends •Campaign Measurement •Response Measurement •Loyalty Program Analysis Customers: Create Personalized and Highly Effective Campaigns • TV Guide Reduce Customer Churn and Retain Profitable Ones • The Loyalty Group Optimize Customer Service to Improve Customer Satisfaction • KeySpan Enhance Customer Loyalty by Purchase Behavior • Boots The Chemist And Many More… UNIQUE MICROSTRATEGY ANALYSIS Dynamically segment top 3rd customers that spent below a threshold amount on a specific product category for current quarter Correlate product affinities and profiles of all married customers to high value married customers to identify cross-sell products Develop a profile of lost customers to identify which profitable customers might be at risk of leaving in the next quarter Calculate profit contribution of medium income customers in VA to overall profitability in the North East region Derive migration patterns of customers between high RFM bands to lower ones for any two given time periods Forecast campaign ROI by measuring and extrapolating campaign results in real time of previous similar campaigns and similar target group Bank of Montreal Boots the Chemist Capital One Consors Discount Broker Equifax JPMorgan Chase Nürnberger Versicherungsgruppe PharmaPlus Redecard Soriana Visa 5 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 6: MicroStrategy and Financial Reporting Analysis (Pre-packaged Module Now Available as part of Business Intelligence Developer Kit*) Unique Platform Strengths for Financial Reporting Analysis  Precise Data Presentation and Formatting is an important criteria for financial reports  Time-based Analysis is key to financial reporting and is made possible easily through out-of-thebox time transformation, comparative and dynamic date functions  Intricate Multi-level Analysis is a requirement to gain deeper insight into financial operations and is only possible with MicroStrategy’s multi-pass SQL engine  Database Platform and Schema Independence is required to support multisource financial data.  *Pre-Packaged Financial Reporting Analysis Module with 42 reports serves as an excellent starter kit to develop custom application 6 TARGETED BUSINESS VALUE •Optimize A/R Collection •Identify A/R aging trend •Monitor delinquency •Minimize Operating Costs •Identify high-expenses items •Itemize costs down to txn level •Project Revenue and Expenses •Compare actual vs. forecasts •Measure variance •Maintain Financial Health •Monitor up-to-date balance sheet •Alert managers to anomalies . TYPICAL ANALYSIS •Accounts Payable /Receivables •Aging of A/P and A/R •Comparison by vendors •Balance Sheet Reporting •Time-based comparisons •Up-to-date balance sheets •Profit And Loss Statements •Revenue and cost analysis •GAAP reporting •Planning & Forecasting •Variance from actual •Cash Flow Analysis Customers: Forecast the Financial Impact of Business Investments • MCI Monitor Operational Cash Flow • La Caixa Audit Accounts Payable and Receivable • Charming Shoppes Plan and Forecast Revenue and Expenditure • Air Force Materia Command And Many More… Century Theatres Chela Financial La Caixa Liberty Funds Lufthansa Fannie Mae MCI Pacific Mutual Life Sara Lee Foods Europe Sprint PCS USAA Visa International WFS Financial UNIQUE MICROSTRATEGY ANALYSIS Monitor aging trend of A/R by tracking gross amounts of Accounts Receivables versus the aging for multiple time periods Calculate the percent variance between various forecasts and against actual amounts of all account types Dynamically define exceptions on KPI’s to monitor and catch financial anomalies; thereby, reducing financial risk Perform time-based comparisons of the balance sheet for a specific corporation between two given time periods Create aggregated custom groups to present financial information at a higher level and drill down to see transactional level details Create board room quality financial documents and incorporate multiple reports into single view, allowing analyst to make decisions on complete information Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 7: MicroStrategy and Web Traffic Analysis (Pre-packaged Module Now Available as part of Business Intelligence Developer Kit*) Unique Platform Strengths for Web Traffic Analysis  Data scalability in the multi-terabyte range required by Web Traffic Analysis achieved with enterprise-class architecture  Sophisticated analyses such as product affinity and visitor profiling are supported using custom banding and statistical functions  Fully interactive zero footprint web interface allows users to conduct speed of thought analysis using MicroStrategy Web  Proactive Delivery of business critical reports and other data to users to enable response to issues in near real time  *Pre-Packaged Web Traffic Analysis Module with 64 reports serves as excellent starter kit to develop custom application TARGETED BUSINESS VALUE •Maximize Web Visitors •Attract new visitors •Convert visitors to customers •Retain profitable visitors •Streamline Web Content •Optimize navigation paths •Reduce cart abandonment •Maximize searchability •Determine advertising strategy •Optimize Web Business •Determine product affinities •Maximize profitability •Determine channel effectiveness TYPICAL ANALYSIS •Visitor Analysis •Trends across websites •Visitor counts by time •Traffic by referrer •Visit frequency •Content Analysis •Top visited pages •Bottom visited pages •Top entry and exit pages •Banner click through •eCommerce Analysis •Sales by time,location •New customers by time •Transactions by product Customers: Track Visitors by Referring Domains • Lending Tree Streamline Checkout Process to Reduce Abandonment • Lexmark Measure Banner Conversion rates • ECS Identify Profitable customers for campaigns • Barnes and Noble And Many More AltaVista BBC Worldwide CNET eBay Jumpy Nationwide Vizzavi Wind Yahoo! UNIQUE MICROSTRATEGY ANALYSIS Dynamically segment visitors into buckets based on any selection criteria such as demographics and profitability using custom groups Correlate navigation paths to conversion rates to determine the most popular routes to checkout with a path analysis tree Drill anywhere to click level data to identify at which points visitors are entering and leaving a website Calculate profit contribution visitors from different referring sites using custom statistical models to correctly allocate advertising budgets Measure “stickiness” of your website by analyzing visitor loyalty and frequency scores over time and correlating to traffic patterns Forecast demand for online products based on historical data and time series analysis to ensure correct inventory level 7 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 8: MicroStrategy and Sales Analysis Unique Platform Strengths for Sales Analysis  Atomic Level Data Access allows for transaction level analysis using ROLAP Technology  Data scalability in the multi-terabyte range required by Sales Analysis achieved with enterpriseclass architecture  Fully interactive zero footprint web interface allows users to conduct speed of thought analysis  Integration with supply chain and other applications through open SDK and Transactor  Sophisticated analyses such as product affinity are supported using custom banding and statistical functions Customers: Optimize Sales and Inventory by Product and location • Lowe’s Companies Analyze plans vs. actuals and Product Profitability • ShopKo Predictively analyze market demand to right size production • Hallmark Cards Identify affinity amongst product purchases for cross sell campaigns • Discover Financial And Many More Ahold Avnet Clorox Comet Eddie Bauer Marks & Spencer Nationwide The Limited The Rouse Company Thomas Cook USPS TARGETED BUSINESS VALUE •Optimize Inventory •Analyze seasonal trends •Increase supplier performance •Minimize shipping costs •Manage Merchandize •Optimize shelf space •Analyze product profitability •Negotiate optimal prices •Maximize Marketing efficiency •Analyze product affinity •Determine market share •Forecast promotional lift •Analyze Sales Force •Maximize lead generation •Manage sales pipeline . TYPICAL ANALYSIS •Inventory Analysis •Time series analysis •BOH / EOH analysis •Supply chain analysis •Merchandising •Actuals vs. forecasts •Merchandise placement •Pricing analysis •Product Marketing •Promotional lift •Product affinity •Product launch analysis •Sales Force Analysis •Lead source analysis •Performance by region/rep UNIQUE MICROSTRATEGY ANALYSIS Model contribution of categories to total sales and profit using custom statistical models for use in vendor price negotiation Determine the probability of products selling together using market basket analysis to optimally design store layouts to maximize sales Proactively monitor inventory levels and sales to be notified when levels are low and automatically place order with supplier Forecast effectiveness of a campaign combining historical data with market share analysis using time series analysis to optimally allocate resources by region Create executive dashboards by combining multiple grids, graphs and other information on one document using advanced formatting features Drill across to transaction data to correlate leads with opportunity age to identify accounts that need escalation 8 Our Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 9: MicroStrategy is Selected By The Leading Companies in Their Industries for The Most Demanding BI Applications Retail • Over Half of the Global 500 Retailers • 4 of Top 5 Global Food and Drug Stores Financial Services • 6 of Top 10 Diversified FSI • 5 of Top 5 Global Commercial Banks • 3 of Top 5 Global Insurers Pharmaceutical And Healthcare • 9 of Top 10 Global Pharmaceutical Companies Telecommunications • 10 of Top 10 Global Telco Companies • Every Major European Telco Manufacturing • 6 of Top 10 Automotive Companies • Over 70 Major Manufacturers Consumer Packaged Goods • 9 of Top 10 Global Consumer Packaged Goods Companies Governments • Covering Federal, State, and Local Government Entities Other Major Companies • 7 of the Top 7 Global Media Companies • Major ERP and Hardware Companies The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 9 Our Customers CONFIDENTIAL
Slide 10: Mid-Size Companies in Every Industry Choose MicroStrategy for their BI Applications Retail • 7 of Top 10 Global Retailers • 4 of Top 5 Global Food and Drug Stores Financial Services/Insurance • 7 of Top 10 Diversified FSI • 5 of Top 5 Global Commercial Banks • 3 of Top 5 Global Insurers Information, Technology & Media • 7 of Top 7 Global Media Companies • Major Information Providers Pharmaceutical/Healthcare • 10 of Top 10 Global Pharmaceutical Companies • 5 of Top 10 Healthcare Companies Other Industries • 10 of Top 10 Global Telco Companies • Over 70 Major Manufacturers MicroStrategy’s BI Platform provides the integrated infrastructure to support the unique requirements of every industry – with an easy-to-use Web interface and centralized administration. Our Customers & Partners The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 10 CONFIDENTIAL
Slide 11: MicroStrategy is the Global Standard in Retail for Merchandising Analysis Retail Customers Include: 7 of Top 10 GLOBAL Retailers Depend on MicroStrategy  Deployment to 1000s of users in distributed stores and to the external supply chain requires fullfunction web interface with no download.  Data scalability in the multi-terabyte range required by retail analysis is only possible with the MicroStrategy ROLAP architecture  Complex retail analysis such as market-basket is well supported by MicroStrategy  Many-to-many relationships and non-aggregate metrics, essential for retail analysis are natively supported in MicroStrategy Ace Hardware Corporation Deploying Reports Over the Web to Thousands of End Users with “Remarkable Ease” Applications: Store Operations, Customer Loyalty, Category Management, Sales Analysis, Marketing Analysis, Merchandising, Inventory Management Deployment: • Database: Teradata • DB Size: 2.5 TB • Users: 6,500 • Architecture: Intranet, Extranet Ace Hardware is using the MicroStrategy platform to anchor numerous business intelligence applications. Lowe’s Companies Building Strong Revenues Applications Operations Management, Merchandise Management, and Inventory Management, Supply Chain Management Deployment • Database: Teradata • DB Size: 8 Terabytes • Users: > 2,500 Active Employees and Vendors • Interface: Web, E-Mail • Architecture: Intranet, Extranet In the year 1999 alone, Lowe's saved more than $6 million by leveraging MicroStrategy technology to optimize operations in its stores. Limited Brands Unlimited Access to Insight Applications: Store Operations, Category management, Merchandise Management, Human Resources, Marketing Analysis, Inventory Management Deployment: • Database: Teradata • Users: >600 Financial and Marketing Managers and Analysts • Interface: Desktop and Web • Architecture: Intranet In the span of a single month, 49,000 MicroStrategy reports are run for Victoria's Secret, Lane Bryant, Lerner New York and The Limited combined. WH Smith PLC Web Reporting Extranet Deployment Applications: Store operations, category management, merchandise management Deployment: • Database: Teradata • Users: >500 Senior, Store and Regional Managers • Interface: Desktop, Web, E-Mail • Architecture: Intranet Project completed in less than six months and below budget, WH Smith launched its reporting system across its countrywide high street stores. Ace Hardware Corporation Ahold Albertson’s Barnesandnoble.com Bed, Bath & Beyond Carrefour Crane & Co. CSK Auto Corporation Darden Restaurants Dick’s Sporting Goods eBay Eckerd Food Lion Foot Locker Giorgio Armani Corporation GUESS?, Inc. Hallmark Cards Harris Teeter Hudson’s Bay Company JCPenney.com Kohl’s Limitedbrands Liz Claiborne Lowe’s Companies Marks & Spencer Michael Stores METRO Group O’Reilly Automotive Petco PETsMART PF Chang’s Shopper’s Drug Mart SUPERVALU The Container Store The Wet Seal Toys R Us WHSmith PLC 11 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 12: MicroStrategy Customer Applications in Retail Retailers that use MicroStrategy have • 13% higher Return on Assets (ROA) • 69% higher earnings growth, and • 5% higher profit margin than companies that don't use MicroStrategy Source: Stores.org Store Operations Comp Store Sales Competitor Stores ROA Asset Turnover Sales & Margin Inventory Turnover Reallocation / DSD Front Store Sales Sales / Square Foot Labor Cost Analysis Register Usage Analysis Merchandise Management Sell-Through Reallocations Inventory Turns Weeks of Supply Hot Item Report Seasonal Buying Pull-Through Lineal Feet In Stock % Mark Down % Department Contribution Market Basket Customer Loyalty Core Items Items per Basket Attachment Rates Demographic Baskets Brand Switching In-Basket Price Revenue Contribution Shopper Penetration Core Item Frequency Basket-Register Correlation "One of the reasons we chose MicroStrategy over Cognos is the remarkable ease with which we can deploy reports via the Web to thousands of end users across our company." - Brian Smetana, Senior Business Analyst Ace Hardware Retailers use MicroStrategy throughout the enterprise  Limited Brands has expanded MicroStrategy usage to all 11 brands  Top 5 retailer has 40 applications  Leading retailer has 25 applications Loss Prevention Shrink Analysis Vendor Rationalization Natural Losses Return Rates Cancels Markdowns Backorders Hot Stores Hot Staff Hot Customer Distribution Shrink Marketing Analysis Marketing Areas Ad Blocks Promo Lift Price Points Seasonal Events Feature vs. Display Channel Share Market Share Grand Openings Coupon Distribution End-Cap Efficiency Category Management Pricing Modules Assortment Optimization Category Scorecards Market Comparison Role Analysis SKU Rationalization Item Definitions Share of Shelf Vendor Performance Category Contribution Season Changeover Retail Segments Apparel Discount Retailers Department Stores Discount Drugstores Electronics Home Improvement Specialty Retailers Specialty Grocery “eBay selected MicroStrategy because of its exceptional user scalability and its ability to support advanced reporting and analysis. MicroStrategy also provides excellent query performance with our rapidly growing multi-terabyte data warehouse.” -Brad Peterson CIO eBay 12 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 13: MicroStrategy Is Uniquely Suited for Customer-centric Analysis Needed by Financial Services Institutions 6 of Top 10 US Financial Services Companies Rely on MicroStrategy  Support for banking data schemas, characterized by their complexity and have large number of elements, requires a higher degree of flexibility provided only by MicroStrategy  Drill anywhere capability is essential to investigate the many interrelated hierarchies related to “customers”  Integrated financial libraries allow building of complex models enabling sophisticated financial analysis  Flexible hierarchies are needed to make sense of complex customer-centric information. Bank of Montreal Banking on MicroStrategy Applications: Business Performance Management, Customer Relationship Management, Advisory Services, Risk Management, Marketing Deployment: • Database: IBM DB2 • DB Size: 4 Terabytes • Users: >1,000 senior executives, financial service managers, line-of-business managers, branch employees and human resource personnel • Interface: Web • Architecture: Intranet Bank of Montreal won The Data Warehousing Institute Best Practices Award in the financial services category Fannie Mae Mission Critical Applications in the Mortgage Business Applications Risk Management, Lender Ranking, Financial Analysis, Profitability Analysis Deployment: • Database: Oracle • DB Size: <1 Terabyte - Database includes information on 4 Million Loans • Users: 410 • Interface: Desktop, Web • Architecture: Intranet Currently Fannie Mae is running over 35,000 reports per month resulting in improved inventory management and reduced production costs. Financial Services Customers Include: American Express ANZ Bank Bank of Montreal Bank of Scotland Banorte Bristol & West Caja Duero Capital One Chela Financial Chicago Mercantile Consors Discount Broker AG Deutsche Börse Discover Financial Services Equifax Fannie Mae Fineco First American Corporation First Franklin First USA Freddie Mac Household International H&R Block J.P. Morgan Chase KeyCorp La Caixa Liberty Funds Group RBC Financial Group Refco Sallie Mae Samsung Capital Sparda Bank The Bank of New York Visa WFS Financial TRX Inc. Deploying Self-Service Extranet Reporting To Thousands of Users In Four Months Applications: Financial Analysis, Fraud Profiling and Risk Analysis, Customer Relationship Management Deployment: • Database: DB2 UDB EEE • DB Size: >1.5 Terabytes • Users: >10,000 Users • Interface: Web, E-Mail • Architecture: Extranet The joint MicroStrategy/TRX solution at one of the top 5 financial institutions is enabling multinational commercial clients to report and analyze charge card and travel data from 29 countries and in 11 languages. La Caixa Investing in Innovative Technology Applications: Marketing Analysis, Product Profitability, Electronic Banking & Online Services, Credit Card Analysis, Stock Exchange Alerts, Cash Flow, Risk Management, Web Click Stream Analysis Deployment: • Database: Oracle • DB Size: 1.7 Terabyte • Users: 3,000+ accessing monthly Management Information through a custom Narrowcast portal, 4,000+ receiving Stock Exchange alerts via cellular phone & email, 180 business analysts using Desktop Designer to access 50+ projects. • Interface: Desktop, Custom Narrowcast Portal, Web, SMS and E-Mail • Architecture: Intranet La Caixa currently has over 50+ applications dependent on MicroStrategy technology 13 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 14: MicroStrategy Customer Applications in Financial Services Financial Services Companies that use MicroStrategy have • 9% higher sales growth in the past 5 years • 10% higher Return on Equity than companies that don't use MicroStrategy Data Source: Fortune Financial Analysis and Compliance Revenue Reporting Cost Analysis P&L Reporting Margin Analysis Taxes Budget Variance Analysis Loan Analysis Trade Floor Reporting Portfolio Analysis FAS 133 Analysis Compliance Alerting Marketing Sales & Trading Financial Services companies use MicroStrategy widely  La Caixa has 50 projects  CapitalOne has 25 applications Marketing Segmentation Web Traffic Analysis Customer Analysis Market Basket Analysis Campaign Analysis Customer Loyalty Analysis Cross Sell Analysis Up Sell Analysis Product Profitability Analysis Product Management Channel Efficiency FAS 133 Analysis Research Distribution Client Loyalty Analysis Portfolio Analysis Position Reporting Hedge Slippage Alerts Transaction Volume Analysis Market Data Analysis Financial / P&L Reporting Trade Floor Reporting Refinance Risk Analysis "I think it's very important to view MicroStrategy not simply as a plug-in query tool, but as a business concept for organizing and presenting information as well as a platform that supports our ever-expanding business intelligence and business performance management initiatives.“ - Doug Welch, Senior Manager Business Intelligence Solutions Group, Bank of Montreal “We selected MicroStrategy over competing products because of its outstanding scalability for large numbers of users and its superior capability to generate userfriendly reports with highly detailed analysis of granular-level data. MicroStrategy is instrumental to our strategy to bring end users closer to the information they require.” -Gus Tepper, Vice President of Software Development, Interactive Division, First American Corporation Operations Advisory Services Fraud Profiling and Risk Analysis Credit Risk Management Hedge Slippage Alerts Fraud Risk Management Exposure Reporting Exceptions Risk Management Value At Risk Analysis Customer Risk Scoring Underwriting Scorecards Index Performance Alerts Prepayment Risk Claims Analysis Financial Services Segments Asset Management Brokerage Consumer Credit Debt and Equity Individual/ Institutional Investment Banking Retail Banking Call Center Management Channel Management Customer Statements Trade Confirmations Trade Settlement Alerts Wire Transfer Alerts Swap Mark to Markets Financial Reporting Trade Floor Reporting Commission Reporting Branch Office Scorecards Portfolio Analysis Asset Management Customer Statements Customer Alerts What-if Analysis Research Distribution Portfolio Risk Analysis Product Introduction Customer Profitability Analysis Tax Notification Confirmation Alerts 14 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 15: Only MicroStrategy Satisfies Telecom Needs for Mission Critical Operations and Massive Scalability 10 of Top 10 GLOBAL Telecommunication Companies are MicroStrategy Customers  CDR (Call Detail Record) Analysis requires powerful analytical capabilities and high data scalability, both key features of the the MicroStrategy ROLAP architecture  MicroStrategy’s bullet-proof security assures protection of customer and billing information  Advanced analytical functions enable building of models for customer loyalty and churn, key requirements in analysis for telecommunication companies BellSouth Maintaining High Quality of Service Applications Network Management, Operation Support Systems, Financial Analysis Deployment: • Database: Oracle • Users: <1000 • Interface: Web • Architecture: Intranet BellSouth is reducing costs and capital expenditures by analyzing network traffic and overflow, minimizing network outages and improving network planning Verizon Improving Operations and Customer Relations Applications: Regulatory Reporting, Billing / Claims / AR Analysis, Operational Metrics, Dispatch / Service Calls, and Procurement Analysis Deployment: • Database: Oracle and DB2 • Users: 10,000 users across 14 different projects • Interface: Web Analyst, NCS for a few projects • Architecture: Intranet MicroStrategy supports approximately 14 distinct BI applications across Verizon Telco Customers Include: AT&T BellSouth Cable & Wireless Charter Deutsche Telekom Earthlink Eurotel Praha France Telecom Global Telecom Metrocall Omnitel Vodafone Sprint Sprint PCS Telecom Italia Learning Services Telefónica Servicios Móviles Telephia Telstra US Internetworking Verizon Viag Intercom Vizzavi Vodacom West Telemarketing Wind Sprint Reaching A Large User Community through Enterprise-Wide Business Intelligence Applications: Marketing Analysis, Call-Traffic Analysis, Product Tracking, Financial Performance Assessments and Web-traffic analysis Deployment: • Database: Oracle • Users: 16,000 • Interface: Desktop and Web • Architecture: Intranet Over 16,000 Sprint employees use MicroStrategy for 27 critical BI applications across the enterprise Telecom Italia Learning Services/ TILS A Strategic Alliance to Deliver Best Business Intelligence Application: Allowing Telecom Italia to offer its business clients outsourced query and reporting through web-interface Deployment: • Database: many • Users: Unlimited • Interface: Web • Architecture: Extranet TILS, a subsidiary of Telecom Italia, and MicroStrategy are jointly developing mission-critical applications for its business customers 15 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 16: MicroStrategy Customer Applications in Telecommunications Telecommunication Companies that use MicroStrategy have • 24% higher price to earnings ratio, and • 97% higher Return on Equity than companies that don't use MicroStrategy Data Source: Fortune Sales Analysis & Billing Network Optimization Customer Care and Analytical CRM Customer Scorecards Churn Analysis Customer Profitability Customer Plan Migration Service Level Agreement (SLA) Trouble Ticket Service Complaints Customer Inquiry Dispatch Request Service Call Monitoring Preferences and Permissions Telecommunication companies use MicroStrategy throughout the enterprise  Sprint 25+ applications  Verizon 15+ applications, deployed to all 275,000+ employees  Omnitel – SMS application reaching more than 5,000,000 users Product Sales & Trends Customer Trends Salesforce Performance Commission Reporting Quota Attainment Product Affinity Account Balances Utilization Fraud Telemarketing EBPP / Intelligent Billing Traffic Analysis Network Planning Quality of Service Network Utilization Switch Operations Call Routing Capacity Switch Utilization Volume Management Failure Notification Capacity Analysis “The MicroStrategy 7 platform's analytical capabilities satisfy the rigorous requirements of the telecom industry's deep data structures and complex dimensional models. It is not surprising that as telecoms see the value in understanding their sizable customer and transaction databases, they've turned to a continued leader in this arena.” - Bob Moran, Vice President & Managing Director for Data Knowledge & Analytics, The Aberdeen Group “We’re pleased that MicroStrategy’s unique infrastructure and exceptional capabilities have scaled to our evergrowing requirements, satisfying the business requirements of our widespread end user community. MicroStrategy will offer exceptional uptime and reliability, while offering flexibility and responsiveness as Sprint solidifies its standing as a world-leading customercentric company.” -John Bentley, Manager of Systems Development, Sprint Fraud Management & Call Center Fraud Analysis Corrective Action & Notification Product Affinity / Bundling Pricing Models Discounting Call Volumes Call Times Response Times Complaint Logs Employee Productivity Capacity Forecasting Marketing Analysis Financial Analysis Telco Segments Residential Small Business Large Business Wireless Broadband Internet DSL Upsell Analysis Loyalty Programs Customer Segmentation Demographic Analysis Cross-sell Analysis Service History Channel Efficiency Next to Buy Promo Lift Price Points Market Share Revenue Reporting P&L Reporting Cost Analysis Margin Analysis Tariffs Taxes Budget Variance Analysis Access and Line Charges AR/AP Reporting Collections Reporting Contracts Reporting 16 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 17: Pharmaceutical Companies Rely on MicroStrategy Pharmaceutical Customers Include: AmerisourceBergen AstraZeneca Aventis Pasteur Barmer Cardinal Health Dura Pharmaceuticals Eckerd Elan Pharmaceuticals Forest Laboratories Goedecke Hoffman-La Roche IMS Health Kerr Drug NDC Health Information Services Novartis Pharmaceuticals Pfizer Pharmacia Prescription Solutions Roche Sepracor Siemens Warner-Lambert Co. 9 of the Top 10 GLOBAL Pharmaceutical Companies Rely on MicroStrategy  MicroStrategy’s bulletproof security protects vital corporate and customer information  Support for pharma data schemas, characterized by their complexity and have large number of elements, requires a higher degree of flexibility provided only by MicroStrategy  Integrated statistical libraries allow for risk analysis and trend recognition in product development and launch  Zero footprint Web Interface allows for rapid deployment and speed of thought analysis enabling real time response to market changes Roche Personalizing Information for Enterprise Users Applications: Sales Analysis, Financial Reporting Deployment: • Database: SQL Server 2000 • Database Size: <250 Gigabytes • Users: 300 Sales Representatives, Marketing, Production, and Credit and Collections Employees • Interface: Web, E-mail • Architecture: Intranet, Proactive Info Delivery Roche España employees rely on the MicroStrategy platform to receive daily personalized, relevant, and upto-date information AstraZeneca Gaining Vital Market Insight and Market Share Applications: Market Share Analysis, Financial Reporting, Product Management Deployment: • Database: Oracle • Database Size: 1 TB • Users: 350 Employees • Interface: Web • Architecture: Intranet AstraZeneca relies on MicroStrategy software to distribute 70,000 reports within a 24-hour window each month to its employees Aventis Pasteur Increasing Sales Effectiveness Applications: Sales Management, Contract Analysis, Customer Analysis Deployment: • Database: Oracle • Database Size: <1 TB • Users: 200 marketing, sales support and field representatives • Interface: Web, E-Mail • Architecture: Intranet, Proactive Information Delivery The success of the MicroStrategy applications internally has prompted Aventis Pasteur to extend their reach by distributing personalized and relevant business insight to customers and suppliers Novartis Maintaining A Healthy Business Applications: Logistics, Marketing, Financial, Sales Management Deployment: • Database: SQL Server • Database Size: 1 TB • Users: 60 Sales, Marketing, Financial Analysts and Executives • Interface: Web, Desktop and E-Mail • Architecture: Intranet, Proactive Information Delivery MicroStrategy applications at Novartis Pharmaceuticals have already reduced the costs of corporate information systems by 50% 17 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 18: MicroStrategy Customer Applications in Pharmaceuticals “Aventis Pasteur relies on the MicroStrategy platform to power its most critical, business intelligence applications across the enterprise.” -David King, IS Director for the Market Process Aventis Pasteur Pharmaceutical companies use MicroStrategy throughout the enterprise and beyond The successful internal deployment at Aventis has prompted the company to extend business insight to its customers and suppliers Financial Analysis Sales Analysis Marketing Analysis Cash Flow Analysis Budget Variance Analysis Accounts Receivable Reporting Payment and Collection Reporting Sales Trends Revenue Goals Key Profit Contributors Orders and Shipments Channel Analysis Buying Trends Sales Performance Commission Reporting Pricing Models Discounting Marketing Spending New Product Launches Pricing and Promotions Promotional Lift Customer Loyalty Analysis Campaign Analysis Customer Segmentation Service and Transaction History Preferences and Permissions Pharmaceutical Industry Segments Biotechnology Chiral Chemistry Drug Delivery Generic Drugs Nutraceuticals OTC, Consumer Radiopharmaceuticals/ Contrasts Agents Vaccines Product Management Supplier Analysis and Management Manufacturing Planning & Engineering Quality Control Operations Procurement Materials Routing Capacity Planning Yield Planning Protocol Development Clinical Trials Clinical Analysis Admittance rates Noncompliance alerts Formulary Adherence Physician Prescribing Patterns Trend Analysis Competitive Tracking Promotion Effectiveness Balanced Scorecards Operations Management Regulatory Management Formulary Tracking “MicroStrategy business intelligence gives us a better understanding of the market, and helps us meet expected market share goals for our products. In addition, the performance and scalability of our application is remarkable, allowing our users to be more productive and efficient.” -Keith Megay, Senior Manager of Commercial Data Warehousing, AstraZeneca 18 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 19: Healthcare Companies Rely on MicroStrategy “In addition to selecting MicroStrategy for its proven track record in delivering results, we knew that its expertise in healthcare was extremely valuable” Paul Miller, CFO, Prescription Solutions Premier Improving the Quality of Patient Care Applications: Financial Reporting, Marketing Analysis, Resource Utilization, Patient Safety and Staffing Deployment: • Database: Redbrick and Netezza • Users: 4,500 clients including member hospitals, physicians and healthcare professionals • Interface: Web • Architecture: Extranet The MicroStrategy platform currently anchors 20 business intelligence applications at Premier CaremarkPCS Prescription Analysis Applications that Save Lives Applications: Prescription Tracking and Analysis, Risk Management Deployment: • Database: Oracle • Database Size: 10TB • Users: 1200 Clients • Interface: Web • Architecture: Intranet The MicroStrategy applications at CaremarkPCS make more than 1.5 billion prescription claims available to its authorized clients via the Web Healthcare Customers Include: AIM Healthcare Services Baxter Healthcare CaremarkPCS Centers for Medicare & Medicaid Services Emory Healthcare Fraser Health Authority GE Medical Systems Hawaii Medical Service Association HealthGnostics Immunex Ingenix Medscape Memorial Blood Center of Minnesota Mills Peninsula Medical Group National Institutes of Health PacificCare Health Systems Patterson Dental Prescription Solutions PSS World Medical Premier Inc. ProVantage Spectrum Health Stuart Disease Management Services Tufts Health Plan Women’s Health  MicroStrategy’s bulletproof security protects sensitive corporate and customer information as required by law  Integrated statistical libraries allow for risk analysis and fraud detection in reducing healthcare costs • Zero footprint Web Interface allows for extranet deployment and self service applications for customers to manage their own healthcare reducing service costs Centers for Medicaid & Medicare Services Managing the Effectiveness of Medicare Applications: Performance reporting for the Managed Medicare Program Deployment: • Database: DB2 • Users: 1600 (expected) Employees • Interface: Web, E-Mail • Architecture: Intranet, Proactive Information Delivery CMS will conduct analysis on beneficiaries enrolled in the Medicare+Choice program to ensure correct payment rates, beneficiary status, and demographic analysis among other analytics Ingenix Improving Customer Service Applications: Customer Relationship Management, Healthcare Reporting Deployment: • Database: Oracle 9i • Users: >4,000 corporate clients, pharmacies, laboratories, hospitals, insurers & care providers • Interface: Web, E-Mail • Architecture: Extranet, Proactive Information Delivery MicroStrategy enables Ingenix to communicate important patient information directly with doctors, or insurance information directly to claims representatives for immediate action 19 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 20: MicroStrategy Customer Applications in Healthcare Healthcare Companies use MicroStrategy to delivery insight throughout their extended enterprises and beyond Premier has ~20 MicroStrategy applications ProVantage alerts its 3,500 member healthcare companies of time-critical medical and business insight with MicroStrategy Financial Analysis Marketing Analysis Protocol Development Underwriting Requirements Cash Flow Analysis Budget Variance Analysis Accounts Receivable Reporting Payment and Collection Reporting Market Share by Patient, Customer, Business Physician Practices Loyalty Programs Customer Segmentation Demographic Analysis Service & Transaction History Preferences and Permissions Bundling Clinical Outcomes Cost Effectiveness Inpatient Admission Rates Treatments Cost and Clinical Data Performance Reporting Patient Safety & Staffing “MicroStrategy 7.1 embodies the best in business intelligence. Intuitive query and reporting, rapid development and deployment, and quick customization and integration are what we want, and what the MicroStrategy 7.1 platform delivers.” -Todd Wilkes Manager Application Development Premier, Inc. Healthcare Subsegments Hospital Care Physician Services Drugs & Medical Nondurables Government, Public Health, Public Research & Development Dental, Vision, Home Health, Mental Health Services Nursing Home Services Analytical CRM Customer Care Call Center Operations Customer Scorecards Churn Analysis Customer Profitability Customer Plan Migration Service Level Agreement (SLA) Reporting Trouble Ticket Resolution Service Complaints Questions Reporting Dispatch Request and Monitoring Call Volumes Call Times Response Times Complaint Logs Employee Productivity Forecast Capacity and Staffing "We’re impressed with all of the benefits we’re seeing. Using MicroStrategy improves internal resource utilization and is helping us save millions of dollars." -Paul Miller Chief Financial Officer Prescription Solutions 20 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 21: Consumer Goods & Manufacturing Companies Rely on MicroStrategy Consumer Goods & Manufacturing Customers Include: Amway Corporation Arrow Electronics Avon Products Best Foods Baking Beverage Data Network Bil Mar Foods Clorox Cole Vision Corporation Conopco DuPont Esteé Lauder Godiva Goodmark Foods Gucci Hallmark Honda Kimberly Clark Levi Strauss & Co. L’Oreal Nygard International R.J. Reynolds Tobacco Pepperidge Farm Quixtar Revlon Rheem Manufacturing Rite-Hite Corporation Sara Lee Direct Seiko Shaw Industries Standard Register Unilever Cosmetics Warnaco Waterford Wedgwood 10 of the Top 10 GLOBAL CPG Companies depend on MicroStrategy  Drill anywhere capability between providers, products and customers to optimize the supply chain and reduce manufacturing costs  Data scalability in the multi-terabyte range required to analyze item level information is only possible with the MicroStrategy ROLAP architecture  Integrated function libraries allow for creation of sophisticated profitability and financial models  Proactive Delivery of information based on exception criteria allow for real time adjustments to quickly changing market needs Esteé Lauder Instant Access to Timely Business Insight Applications: Marketing Analysis, Inventory Management, Profit & Loss, Order Tracking, Sales Force Automation Deployment: • Database: Red Brick • Users: 4,000 Employees • Interface: Web and E-Mail • Architecture: Intranet, Proactive Information Delivery Estee Lauder selected MicroStrategy in 1997 for its business intelligence applications and has tested nearly every version of the MicroStrategy Platform since version 4.x Lexmark Optimal Efficiencies Throughout The Supply Chain Applications: Sales Management, Inventory Management, Supply Chain Management, Customer Relationship Management, Click Stream Analysis Deployment: • Database: IBM DB2 • Users: 1500 Executives, Product Managers, Marketing Managers and Sales People • Interface: Web • Architecture: Intranet The Inventory Management application alone has resulted in a significant increase in sales for both Lexmark and its retail partners. Amway Corporation A Common Platform For Reporting on Sales Data From Several Countries Applications: Sales Management, Order Tracking, Bonus Awards, Customer Relationship Management Deployment: • Database: SQL Server • Database Size: 500 Gigabytes • Users: 250 users, including standard, ad hoc and power users, run 5,000 reports/month • Interface: Desktop, Web, E-Mail • Architecture: Intranet, Proactive Information Delivery Amway and its affiliates are to increase operational efficiencies, streamline marketing and sales efforts and realize an increased ROI as a result. DuPont Crop Protection Integrating Data From Field Trials Conducted Around the World Applications: Product, Global Field Development Trial Deployment: • Database: Oracle 9i • Users: 150 Users in Field Research, Marketing, Regulatory, Product Management, Decision Boards, Data Analysts & Discovery Research • Interface: Web • Architecture: Intranet By enabling more effective product development for faster introduction of new products, DuPont projects a potential of $10-50 million in new revenue per new product introduced. 21 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 22: MicroStrategy Customer Applications in Consumer Goods & Manufacturing "Our MicroStrategy-based Retail Management System has really enhanced our business. We envision more benefits to come as we replicate our MicroStrategy Lexmark success throughout the world." - Steve Cornett, Advisory Systems Analyst Lexmark International 6 of the Top 10 Automotive Companies are MicroStrategy Customers Western Digital captures data from more than 20 sources in a data warehouse that contains more than one thousand attributes and more than 30 dimensions Operations Management Supplier Scorecards Manufacturing Planning Collaborative Planning Fulfillment Replenishment Procurement Materials Routing Capacity Planning & Forecasting Failure Notification Warranty Cost Distribution Financial Analysis Revenue Reporting P&L Reporting Cost Analysis Margin Analysis Tariffs & Taxes Budget Variance Analysis Accounts Receivable Reporting Payment and Collection Reporting Contracts Reporting Sales Analysis Product Launch Orders and Shipments Channel Analysis Buying Trends Market Basket Analysis Sales Performance Commission & Quota Product Affinity Analysis Upsell / Cross-sell Analysis Pricing Models & Discounting CPG & Manufacturing Subsegments: Aerospace Apparel Automotive Computer Equipment Computer Software Construction Equipment Consumer Electronics Consumer Products Farm Equipment Food and Beverage Furniture Industrial Equipment Marine Semiconductors Telecommunications Equipment Marketing & Customer Analysis Loyalty Programs Web Traffic Analysis Promotional Lift Customer Loyalty Analysis Campaign Analysis Customer Segmentation Demographic Analysis Service and Transaction History Preferences and Permissions Analytical CRM Call Center Operations Customer Scorecards Churn Analysis Customer Profitability Service Level Agreement Trouble Ticket Resolution Service Complaints Questions Reporting Dispatch Request and Monitoring Warranty Analysis Call Volumes Call Times Response Times Complaint Logs Employee Productivity Forecast Capacity and Staffing "The end users within the Amway affiliates who use the MicroStrategy platform are very happy with the software. MicroStrategy’s global presence, its scalable platform and superior architecture were the main reasons we chose the company’s software back in 1997. MicroStrategy continues to be a leading force in the business intelligence industry.” - Tom Kasprzak, Superviser of Data Support Services, Core Central IT Amway Corporation 22 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 23: Government Agencies Rely on MicroStrategy Over 30 Government Customers Depend on MicroStrategy  MicroStrategy’s bullet-proof security assures protection of classified information  Zero footprint Web Interface allows for rapid deployment and speed of thought analysis enabling real time response  Data scalability in the multi-terabyte range required to analyze item level information is only possible with the MicroStrategy ROLAP architecture  Flexible hierarchies are needed to make sense of complex information Government Customers Include: Centers for Medicare & Medicaid Services (CMS) Drug Enforcement Agency (DEA) Federal Election Commission (FEC) Federal Highway Administration (FHA) Internal Revenue Service (IRS) National Institutes of Health National Oceanographic & Atmospheric Administration (NOAA) Naval Surface Warfare Center (NAVSEA) Office of Naval Research (ONR) Ohio Department of Education State of New Jersey State of Tennessee U.S. Air Force U.S. Army U.S. Census Bureau U.S. Department of Education U.S. Department of Housing and Urban (HUD) Development U.S. Geographical Survey U.S. House of Representatives U.S. Postal Service U.S. Mint U.S. Department of Education Managing Federal Student Aid Applications: Loan and Auditing Analysis, Credit Risk Management, Financial Reporting Deployment: • Database: Oracle • Database Size: 2 TB • Users: Over 5,000, including employees, universities, lenders and guarantee agencies • Interface: Web • Architecture: Intranet, Extranet The U.S. Department of Education’s 4 MicroStrategy applications report off of raw data covering loan history for over 30 million borrowers spanning 20 years. State of Tennessee Accessing Critical Financial Reporting Applications: Financial Performance Management, Revenue and Expenditure Tracking, Comparative and Exception Reporting Deployment: • Daily financial updates. • Database: DB2 • 12+ Million Transactions Each Year • Users: More than 60 state-wide agencies • Interface: Web The State of Tennessee’s Department of Finance and Administration is a winner of a DM Review World Class Solution Award for its MicroStrategy business intelligence application . U.S. Army - TACOM The Power of Business Intelligence Applications: Inventory Management for U.S. Army's Tankautomotive and Armaments Command Deployment: • Partner RSL.com developed a data access solution from the command’s legacy systems, MSTR provided the platform for TACOM personnel to perform intuitive query and reporting • Users: Item Managers Across TACOM • Interface: Web • Architecture: Intranet TACOM manages inventory levels for more than 3,200 critical weapons systems and oversee the procurement and delivery of the U.S. Army's vital equipment. Centers for Medicaid & Medicare Services Managing the Effectiveness of Medicare Applications: Performance reporting for the Managed Medicare Program Deployment: • Database: DB2 • Users: 1600 (expected) Employees • Interface: Web, E-Mail • Architecture: Intranet, Proactive Information Delivery Ultimately CMS will conduct analysis on beneficiaries enrolled in the Medicare+Choice program to ensure correct payment rates, beneficiary status, and demographic analysis among other analytics. 23 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 24: Insurance Companies Rely on MicroStrategy Allstate Insurance Managing Client Relationships with Innovative Technology Applications: Portfolio Analysis, Asset Tracking Deployment: • Database: Oracle • Database Size: 500 GB • Users: Approximately 80 MicroStrategy Web users and 70 MicroStrategy Desktop users • Architecture: Web, Desktop, Narrowcast Server Allstate uses NCS to deliver monthly reports which are then accessed through the Allstate intranet. Allstate has deployed 2,000 distinct reports on 4 applications. Grange Insurance Enterprise Reporting Using MicroStrategy Report Services Applications: Enterprise Reporting, Analysis of Sales and Loss Ratios, Customer Management, Product Design Analysis Deployment: • Database: SQL Server • Database Size: 4 TB • Users: Over 300 associates including territory managers, portfolio managers and customer management personnel • Architecture: Intranet Grange selected MicroStrategy for the platform’s reporting flexibility, its ability to scale to large data sets, and its ability to deploy applications via the Web. Three of the top five global insurance companies are MicroStrategy customers and are utilizing applications like customer analysis, financial analysis and compliance, fraud profiling and risk analysis. Insurance Customers Include: Allstate Insurance Balboa Life & Casualty GEICO Corporation Grange Insurance Lloyd’s Almin PLC Reinsurance Group of America UICI Wells Fargo GEICO Corporation Analyzing Claims Data With MicroStrategy Applications: Marketing, Claims Analysis, Deployment: • Database: DB2 EEE • Database Size: 2 Terabytes (expected to grow to 15 TB in 2005) • Users: >650 users. (future growth to 10,000 users) • Architecture: Intranet GEICO Corporation chose MicroStrategy over Cognos and Business Objects for its superior scalability and transaction level analysis. Carl Warren & Co. Delivering Self-Service Reporting Over the Extranet Applications: Claims reporting, Customer management Deployment: • Database: SQL Server • Users: 1,000 Active users • Interface: Web, Narrowcast • Architecture: Extranet Subscribing clients are able to make sophisticated risk management decisions and have the choice of receiving standard reports on a regular basis or creating ad-hoc reports for financial analysis, including graphs and charts for presentation purposes. Leading Insurance Company The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 24 CONFIDENTIAL
Slide 25: Leading Technology Vendors Choose to Embed MicroStrategy Technology into their Solutions  Java, COM, XML based open and comprehensive API enables development of powerful custom applications  Entire functionality is exposed via the API enabling user interface customization, development of web applications and integration with administration and security systems "With MicroStrategy's new developer's kit, we are equipped with the tools necessary to quickly and easily build applications that allow our customers to measure and analyze their business environment. MicroStrategy SDK has tremendously improved our opportunity to demonstrate business value and ROI by enabling quick and easy integration of features and functionality from both J.D. Edwards and MicroStrategy." - Michael Madden, Group VP and CTO, J.D. Edwards & Company Peoplesoft Gaining Visibility and Insight to Business Processes and Performance • PeopleSoft is the world leader in enterprise software for human capital management, financial management, and supply chain management and the single largest vendor of mid-market solutions. • Employees: 12,000 • 2003 Revenues (Est.): $2.8 billion Where can you find MicroStrategy? EnterpriseOne & World Analytics (formerly J.D. Edwards Business Intelligence), Enterprise Performance Management (EPM), CRM Online Marketing Analytics (formerly Annuncio Online Marketing Solutions) Why did PeopleSoft choose MicroStrategy? • Scalability • Built-in Analytics • Web Architecture • COM, XML and Java™ APIs Teradata Enabling a Single Version of the Truth While Growing With Your Business • Provider of a leading enterprise data warehousing platform and targeted industry-specific solutions to solve the needs of the most demanding customers • Employees: 4,200 • 2002 Revenues: $1.1 billion Where can you find MicroStrategy? Retail Decisions, E-Business Analytics, Supply Chain Analytics, Customer Relationship Management Why did Teradata choose MicroStrategy? • Data & User Scalability • Built-in Analytics • Pure Web Architecture • Open Development Platform Technology Customers Include: Active Intelligence Annuncio Software Appian Applied Digital Solutions Blazent CCI/Triad Centerforce Technologies DMI Solutions DoubleClick DST Innovis Enkata Technologies Epylon HyCube Technologies i-Beacon.com I-Many Informatica Intelligent Horizon Interworld Magma Solutions Myriad Information Net Perceptions Peoplesoft Personify PowerMarket Protagana Retek SQLiaison Sybase Systech Teevra Technologies Teradata Yellowbrick IBM Data Warehouse Offering for Small and Medium Businesses Retek Analyzing and Predicting Retail Customer Behavior • Provides advanced application software to help retailers fulfill consumer demand through collaboration with their suppliers, distributors, wholesalers, logistics providers, brokers, transportation companies, and manufacturers • Employees: 735 • 2002 Revenues: $192 million Where can you find MicroStrategy? Integrated Merchandising, Assortment & Space & Price Optimization, and Promotion Effectiveness Why did Retek choose MicroStrategy? • Scalability • Built-in Analytics • Web Architecture • Information Delivery • Provider of integrated solutions for database management, tools, content management, enterprise information integration and business intelligence. • Employees: approximately 319,000 • 2002 Revenues: More than $89 billion Where can you find MicroStrategy? DB2 Universal Database Data Warehouse Edition bundle Why did IBM choose MicroStrategy? • Simple to Use, High-Performance, Open Reporting Technology • Built-in Analytics • Web Architecture 25 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 26: Mid-Market Companies Rely on MicroStrategy Over 150 Mid-Market Companies depend on MicroStrategy  Fast Deployment of critical analytical applications, including sales analysis, customer analysis, financial analysis and web traffic analysis with MicroStrategy’s analytical modules and zero footprint web deployment  Low cost of total ownership via deployment of Microsoft based solutions, MicroStrategy’s FREE analytical modules and lowest on-going IT resource requirements  Modular growth with MicroStrategy’s scalable architecture. Begin with small numbers of users and scale to large numbers of users seamlessly Mid-Market Customers of MicroStrategy Include: Airlines Reporting Corporation Autoparts.com A.T. Cross Armstrong Cheese Appian Barnie’s Coffee and Tea Cayenta, Inc. Celarix, Inc. Centerforce Technologies Century Theatres Choicepoint, Inc. Deutsche Börse Elder-Beerman Stores Enkata Technologies Epylon E.Spire Eyretel First Franklin Garden Ridge J.D. Edwards Le Groupe Jean Coutu Marcus Corporation R.L. Polk The Rouse Company Sepracor Shoe Carnival Souper Salad Sykes Enterprises Watkins Motor Lines Waterford/Wedgwood Century Theaters Replacing Manual Reporting with Web-Based Reporting and Analysis Sales Analysis of Ticket and Concession Revenues and Financial Analysis of JDE data Company Size: Est.: $400M annually Deployment: • Database: SQL Server • Users: Executives and analysts • Interface: Web • Architecture: Intranet Century Theaters selected MicroStrategy 7 as the solution to its reporting problems. Manual Reporting was replaced with a web-based reporting solution for executives and analysts. Airlines Reporting Corporation Over 16,000 Travel Agents and Carriers Use Self-Service Extranet Claims reporting tool provided as a service to clients via an extranet Company Size: 450 employees Deployment: • Database: Teradata • DB Size: 25 Terabytes • Users: 16,000 Active users • Interface: Web • Architecture: Extranet Allowing thousands of travel agents and carriers to quickly access summaries and details of millions of airline ticket transactions over the Web. Power Information Network (PIN) Low Initial and On-going Cost of Information Delivery Web-based information delivery of vehicle sales information and analysis Company Size: 500 employees Deployment: • Database: Oracle 8i • Users: Automobile manufacturers • Interface: Web • Architecture: Intranet PIN, an affiliate of JD Powers and Associates, uses MicroStrategy 7 to provide automobile manufacturers a real time view of their market, based on point of sale data on new and used vehicles. Sepracor, Inc. Rapid Deployment of Scalable Reporting Solution Prescription sales analysis delivered cost effectively over the web Company Size: $152M revenues in 2001 Deployment • Database: Oracle • Users: Analysts • Interface: Web, NCS, Desktop, Portal • Architecture: Intranet Sepracor needed an easy to use, quick to deploy reporting application to analyze its pharmaceutical sales and marketing data. MicroStrategy was the answer. 26 Our Customers The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 27: MicroStrategy Pioneered Technology to Deliver Transaction-Level Reporting and Analysis to Thousands of Users. Unlike Other BI Vendors, the Vast Majority of Our Customers Have Successfully Deployed BI on an Enterprise Scale. 2004 Data Volume Data Volume 1993 50 GB Of Data 50 GB Of Data MicroStrategy Enterprise BI MicroStrategy Existing BI Tools Departmental BI 250 Users User Population In 1993 MicroStrategy entered an established BI Market by delivering a solution for the frontier of customer requirements using its new BI architecture based on relational OLAP or ROLAP By 2004 250 Users User Population • Only 5% of all existing BI applications are enterprise-scale • 80% of all MicroStrategy applications are enterprise-scale • Only 2% of other vendors’ applications are enterprise-scale 27 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 28: OLAP Survey 3 – Nigel Pendse • Survey of 1000+ Organizations Implementing BI • 100% Vendor Independent • Geographically Distributed Survey, All Industries • 10 BI Vendors Analyzed in Detail • MicroStrategy Customers Generally More Successful than Customers of Other Vendors The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 28 CONFIDENTIAL
Slide 29: Results from the OLAP Survey 3 (1 of 7) 29 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 30: Results from the OLAP Survey 3 (2 of 7) 30 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 31: Results from the OLAP Survey 3 (3 of 7) 31 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 32: Results from the OLAP Survey 3 (4 of 7) 32 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 33: Results from the OLAP Survey 3 (5 of 7) 33 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 34: Results from the OLAP Survey 3 (6 of 7) 34 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 35: Results from the OLAP Survey 3 (7 of 7) 35 The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 36: Departmental Success with BI is Now Spurring an Increasing Number of Companies to Expand BI Enterprise-wide. Unfortunately, Data and User Scalability Limitations of 1st Generation BI Tools Are Hampering This Expansion. Data Volume Discover Lowe’s GM Hudson’s Bay Ace Hardware Barriers Inherent With Cube Architectures • • • • • • Cube size limitations Data latency due to batch cube generation Excessive number of cubes needed to support many users Excessive number of servers needed for cube databases Thick client interfaces required for full OLAP functionality Excessive security effort for proliferation of distributed cubes MicroStrategy Enterprise BI Lexmark AstraZeneca British Telecom 250 Users Departmental BI User Population Companies are discovering that MicroStrategy’s Industrial-Strength BI Technology allows them to realize their enterprise BI aspirations. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 36 Our Technology CONFIDENTIAL
Slide 37: MicroStrategy Industrial-Strength BI Technology Enables Enterprise Reporting, Analysis and Information Delivery Departmental BI Reporting Products Business Objects, Cognos, Crystal, Actuate 12345 Enterprise BI Industrial-Strength Business Intelligence BI Platform MicroStrategy All 5 Styles, Single Platform, Single Interface 1,000s to 100,000s of Users 100s GB to Terabytes Single Style BI Application All 5 Styles of BI 1 2 3 4 5 MicroStrategy 7i 100s Users User Scale 10s GB Data Scale DepartmentalCaliber IT Enterprise-caliber IT 24 x 7 Operations Maintainable at Scale Industrial-Strength BI permits companies to satisfy enterprise reporting, analysis and information delivery ambitions, providing improved business intelligence to everyone. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 37 Our Technology CONFIDENTIAL
Slide 38: What Architectural Underpinnings Are Required to Make a BI Platform IndustrialStrength? Integrated Platform Architecture    Specific BI Engines for Each Style Supported on a Unified Backplane Delivered through A Unified Web Interface All 5 Styles of BI Pure Web Architecture     Zero Footprint Web Client Windows-on-the-Web Functionality Extreme Concurrency Servers Extranet-caliber Security User Scalability ROLAP    Highly Optimized SQL Generation Mid-Tier Analytic App Server Proprietary Performance Algorithms Data Scalability Server-Centric Architecture    24 x 7 (out-of-the-box) Powerful Centralized Admin Powerful Tools for Application Development & Maintenance Enterprise-Caliber IT Infrastructure 38 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 39: 1(a). 5 Styles of BI: The Evolution of BI Applications Has Resulted in 5 Styles of BI, Historically Delivered With Distinct BI Technologies Increasing Analytic Sophistication & User Interactivity Statistics & Data Mining • • • Advanced Analyses Hypothesis Testing Predictive Analysis Ad-Hoc Query & Analysis • • • Canned and Parameterized Reports Ad Hoc Query Generation and Drill Anywhere OLAP Functionality Against the Entire Database Cube Analysis • • • OLAP Functionality Against a Data Subset (cube) Pre-defined Analytical Views Speed-of-Thought Slice and Dice Analysis • • • Batch Production of Printed and Web Reports Pixel-Level Control of Field Placement Multi-Report Scorecards and Dashboards • • • Report Subscription and Delivery Exception-based Alerting Information Delivery Services Enterprise Reporting Report Delivery & Alerting • Information Analysts • Business Managers • All Workers • Extranets • Consumers • Increasing Number and Range of Users 39 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 40: 1(b). 5 Styles of BI: MicroStrategy 7i is the Only Technology That Can Deliver All 5 Styles of BI On a Single Unified Backplane and a Single Unified Web Interface Single User Interface  Common Look & Feel  Common Navigation & Help  Common Report Execution & Prompting  Common Pivot, Page-by, Filter, & Drilling  Common Export, Save, Share, Subscribe Common Backplane Services  Common Metadata  Common Prompting  Common Scheduling  Common Caching  Common Security  Common Administration  Common User Management  Common SQL Generation  Common Performance Governing  Common Self-Tuning 40 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 41: 2(a). User Scalability: MicroStrategy Technology Was Optimized for Large Diverse User Populations, With Minimum Administrative Effort & Cost Department Division Enterprise Extranet 100 Users 1,000 Users 10,000 Users 20,000 Users 100,000+ Users British Telecom 1 High Concurrency Server Architecture 2 Pure Web Architecture 3 Populations Tailored Interface For Diverse • Parallel pipelined query execution • Multi-threaded N-Tiered architecture • 4-Level of shared caching • Zero-footprint Web interface • Complete BI functionality to all Web users • Extranet-caliber, role-based security • 3 editions of Web interface tailored to different User skill levels • Windows-on-the-Web familiarity • Full BI function delivered through portals, web services, and extranet Minimum Training & User Support Costs Minimum HW/SW Costs Minimum Administration Minimum Deployment Cost 41 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 42: 2(b). User Scalability: MicroStrategy Allows You to Tune the Level of User Functionality to Support Large and Diverse User Populations Administrator Tunes The UI Functionality Run Report Schedule Report Print Report Export Data Subscribe to Report Sort Data Filter Pivot Page-By Prompts Drill Down Drill Anywhere Drill on Metrics Edit Report Contents Format Report Create Report Save Report Publish Report Create Metrics Create Filter POWER USERS - Financial Service Managers - Line of Business Managers - Marketing Analysts - Operations Analysts - Buyers - Budget Analysts - Principals - Teachers - Human Resource Personnel - Branch Employees - Executives - Store Clerks - Suppliers - Executives - Parents/students - Governors - School boards INFO CONSUMERS Bank of Montreal 1,000 Users Ace Hardware 6,500 Users Ohio Dept of Ed. 10,000+ Users INFO EXPLORERS - Store Managers - Category Managers - Inventory Analysts - Superintendents - County Officials - Appropriations Officials 42 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 43: 3(a). Data Scalability: MicroStrategy Technology Was Designed to Take Complete Advantage of Full Power of RDBMS Technology and Avoid the Burden of Cube Farms MicroStrategy Relational OLAP Cube Farms Cubes for Each Application vs. Cubes for Varying Levels of Security Relational Database Cubes for Increasing Data Depth Limited Amount of Data Proprietary Cube DBMS Summary Information Only Data Latency in Cube Building Security Problems with Cube Distribution Accelerating Maintenance Burden With Cubes Unlimited Database Size vs. State-of-the-Art RDBMS Technology Access Full Depth and Breadth of Database Real-time Data, On Demand Complete Centralized Security Centralized Reports and Shared Metadata 43 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 44: 3(b). Data Scalability: MicroStrategy Provides Optimized Performance with Databases of Any Size 150 GB 500 GB 2 TB 8 TB 10 TB 15+ TB • • • • 150 GB SQL Server 40 Users Financial Reporting • Forecasting • Sales Analysis • • • • • 500 GB Oracle 500 Users Sales Analysis Market Basket Analysis • Supply Chain Analysis • • • • 4 TB DB2 2,000 Users Workforce Analysis • Sales Analysis • Customer Analysis • Risk Management • • • • • • 8 TB Teradata 1,400 Users Sales Analysis Marketing Analysis Supply Chain Analysis • • • • • • 10 TB Oracle 1,500+ Users Client Extranet Claims Analysis Prescription Trends • • • • • • 15+ TB Teradata 2,000 Users Inventory Analysis Customer Analysis Marketing Analysis 1 Intelligent SQL Generation 2 ROLAP Architecture • Multi-dimensional model of entire relational database • Mid-tier analytic server isolates DB from routine data manipulations • VLDB optimizations for all major DBMSs Minimize Data Transfers and Maximize Use of DBMS 3 Proprietary Performance Enhancing Algorithms • SQL optimized for all major DBMSs • Distributed / collaborative processing with DBMS • Standard ODBC connections • Support for data partitioning • Sparse aggregate awareness • Multi-pass SQL for query speed • 4-Level, multi-dimensional caching Maximize Efficiency of DBMS Rapid Deployment On Any Major DBMS 44 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 45: 4. Enterprise-caliber IT Means Easy-to-Deploy, Easy-to-Administer, and Rock Solid to Operate • Direct Data Access: Data Warehouses, Data Marts, and Operational Databases • Application Starter Kits for: Finance, Customer, Sales, Distribution, HR • Wizard-Based Development: for Metadata Creation and Report Building Quick Start • Clustering: Unix and Windows Servers • Load Balancing: Transaction-level • Hot Fail-over: Without Loss of Transaction 24 x 7 Operation (out-of-the-box) • System Tuning via Enterprise Manager • Automated Admin via Command Manager • App. Maintenance via Object Manager Low-Cost, Long-Term Maintainability 45 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 46: MicroStrategy 7i is Now the Best Solution for Smaller-scale BI Applications Delivering All 5 Styles of BI . . . And Industrial-strength IT Quality Database Size 1. Enterprise Reporting - Mass reporting for general populations 2. Cube Analysis - Simple environments of analysis for novice users 3. Ad Hoc Query & Analysis – Create any query, surf through the entire database with point-and-click ease 4. Statistics & Data Mining Conduct advanced analyses, looking for patterns and correlations 5. Report Delivery and Alerting – Proactively drive reports and alerts to users who would not otherwise get the data High Database Scale • Relational OLAP Technology • Sophisticated Analytics Enterprise-Caliber IT • Powerful Centralized Administration • Powerful Development & Maintenance • Easy Installation & Deployment All 5 Styles of BI 1. Enterprise Reporting 2. Cube Analysis 3. Ad Hoc Query & Analysis 4. Statistics & Data Mining 5. Report Delivery & Alerting Start with MicroStrategy 1. Implement Quickly 2. Any Style of BI 3. Enjoy the Benefits of Industrialstrength BI Technology 4. Grow Easily to Enterprise BI User Population High User Scale • Zero Footprint • Web-Optimized • Sophisticated Security 46 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 47: Industrial-Strength BI Scales Seamlessly to Satisfy the Expanding Requirements of Successful BI Applications • Seamlessly extend the BI application from simple reporting to include any or all 5 Styles of BI • Scale to terabyte databases • Provide self-service report development or support distributed development teams • Support many applications and single version of the truth with shared metadata • Add 1,000s of new users quickly with just the right amount of functionality • Support extranet users simply by publishing a URL • Automatically extend centralized security throughout the enterprise and even to extranets Extranet-Caliber Security Enterprise-Caliber Security 20,000 Extranet Users Report Delivery & Alerting ROLAP Query & Analysis Cube Analysis Statistical Dept Enter. Security Reporting 100 Web Users Single BI App 100 GB Addl DB 200GB 20 TB Database Addl DB 100 GB End-user Self-Service 5,000 Web Users 1000 Web Users 20 GB Single Development Team 100 Excel Users 5 BI Apps Sharing One BI Infrastructure 20 Independent BI Apps with Distributed IT Governance Coordinated & Distributed Development Teams Seamless growth with little or no additional software, and with proportionally fewer IT resources 47 Our Technology The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 48: MicroStrategy 7i Software Products Report Designer & Power User Windows UI Standard User Web UI Report Consumer Email Any Microsoft® Office User Microsoft® Excel, Word or PowerPoint® Desktop Application Development Environment • Most powerful BI development environment offered • Intuitive interface to create reports, metrics, custom groups and all analysis objects • Power-user interface for sophisticated analysis Web Full Function Web Interface • Reporting - Run reports, format reports and graphs, export, print, save publish reports • Ad-Hoc Query - Create Reports, Add New Metrics, Add Subtotals, Filter • OLAP - Slice & dice, page-by, pivot, sort, rank, sophisticated drilling Narrowcast Server Report Distribution Server • Schedule-based report distribution via email • Publish HTML reports to Web portals • Self-subscription interface for personalized reports • Flexible formatting of reports and support for wireless and voice Office MicroStrategy Reports via Microsoft Office • Access to MicroStrategy reports and analysis directly from Microsoft Excel, Word or PowerPoint • Fully Microsoft.NET-compliant web services architecture BI Architect Windows UI Intelligence Server BI Application Server IT Administrator Windows UI Architect Project Design Environment • Project design tool to map business analysis logic with physical data schema • Build complex hierarchies, many-to-many relationships and model real-world analysis elements and relationships • Manage a centralized metadata enabling a single version of the truth Report Services • Enterprise reporting engine delivers the entire range of enterprise reports • Pixel-perfect layout and design • High-throughput production reporting and user selfservice • Clustered configuration for scalability and high availability • Comprehensive security architecture for user authentication, granular data access control and object ownership. Integration with LDAP and operating system security • Extensive library of OLAP, statistical and financial calculations • Optimized for all major RDBMS’s 7i OLAP Services • Cube analysis engine provides Intelligent CubesTM for ad-hoc analysis • Seamlessly drill through to the full data warehouse • Create new on-the-fly metric calculations from existing metrics in an Intelligent Cube Administrator Central Administration Console • Administer Intelligence Server clusters, control server and database loads, set report priorities and optimize throughput • Manage code movement between development and production systems • Configure security profiles and control data privileges at the cell level BI Application Designer Architect and Developer Software Engineer Java, COM, XML Software Engineer ERP & OLTP Systems Analytic Modules Pre-packaged Application Kits • Jump start the development of BI applications in Customer, Sales, Finance, Distribution, HR • Connect these portable metadata to your existing data models • Begin using the 30-50 analysis sandboxes and reports immediately SDK Open APIs for Customized Interfaces and Integration with other Systems • Comprehensive API providing access to every feature of the MicroStrategy platform • Develop custom web interfaces using Java, COM, XML • Integrate with Corporate Portals • Integrate with other applications using Web Services • Develop custom security and administration The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. Transactor Write-back and Workflow Engine • Extend BI applications by providing writeback capabilities to the warehouse • Develop closed-loop BI applications integrating with ERP and other systems • Model complex transactions and workflow 48 Our Technology CONFIDENTIAL
Slide 49: Technical Advisory Services (TAS) - Introduction Business Intelligence Customer Requirements Obtain Expertise In: BI Architecture, Vendor Selection, Hardware Configuration, Software Configuration, Project Planning, User Requirements, Application Design, Deployment, Best Practices Exert Influence On: Product Features, Mission-critical Support, Bug Prioritization Development & Deployment Strategy Application Troubleshooting & Tuning Business Process Benchmarking BI Architecture Planning & Design Project Audit MicroStrategy Technical Advisory Services Team MicroStrategy Product Specialist RDBMS BI Tuning Specialist BI Technical Advisory Manager Enterprise App. Specialist Industry Specialist •• Patches New Features MicroStrategy Technology MicroStrategy Technical Support Mission Critical Troubleshooting •• •• Specialists Best Practices MicroStrategy Consulting • CEO, COO, CFO, CTO MicroStrategy Executives MicroStrategy BI Customers’ Experience Industry Types • Retail • Telco • Finance • Government • Distribution • Healthcare • CPG • Travel • Mfg Configurations • DB/2 • SQL Server • Oracle • Sybase • Teradata • Tandem • Sun • HP • IBM Deployment Type • Web - Extranet • Web - Intranet • Windows • Email • Portal • Custom App Scope • Departmental • Enterprise-wide • Suppliers 49 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 50: Applying Targeted Expertise at Every Point in the BI Lifecycle The most optimum opportunity to assure your BI success is if you have ready and consistent access to some very specific industry and technology expertise as captured in the MicroStrategy TAS methodology. This methodology exploits the extensive network of resources available ensuring delivery capabilities for targeted advisory services. Business Process Benchmarking • Ongoing User Requirements Review • Defining BI Priorities and Strategies • Industry Benchmarking • Ongoing Skill Development Recommendations BI Architecture Planning & Design • Optimizing Hardware Configuration • Optimizing Software Platform Configuration • Optimizing Application Architecture • Defining the Data Architecture • Optimizing the Security Architecture Development & Deployment Strategy • Requirements Definition • Development Methodology • Development Project Plan • Best Practices in Application Testing • Business Operations Transition Activities • Deployment Approach • System Operations Establishment • Support Operations Establishment • System Migration Project Audit Application Troubleshooting & Tuning • General Tuning Activities to Ensure Application Health • MicroStrategy System Tuning Activities • Stress Testing Advice and Recommendations • System Testing and Tuning • Mid-Tier BI Server Health Check • Project Planning • Project Management Assessment • Risk Management Practices • Support Management Practices • Training Needs Review This expertise is difficult for any one company to assemble as it requires industry expertise, comprehensive vendor/product knowledge, and strong BI methodological skills. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 50 Our Services CONFIDENTIAL
Slide 51: Combining Industry and Technical Expertise Along with Formalized Methodology Expertise comes from companies who have constructed similar applications and product specialists experienced in your technology environment. For maximum impact, this knowledge is delivered via a time-proven audit methodology. A MicroStrategy Customer Network C TAS Process & Methodology 1,500 Customers from all industries including: - Retail, Financial Services, Manufacturing, Telecommunications, Government, Consumer Packaged Goods, Pharmaceuticals, etc…… 100”s of Applications in all Functional Areas: - Marketing, Sales, Finance, HR, SCM, ERP, CRM Extensive Domain Expertise: - JD Edwards, Siebel, Oracle Financials, SAP, PeopleSoft, legacy, etc. All Department Scenarios: - Departmental, Enterprise, Extranet - Windows, Web, email, Portals All DB Sizes: - 200MB to 50TB B MicroStrategy People: - Technical Advisory Manager - Product Specialists - BI Tuning Specialists - Vertical BI Specialists - BI Domain Specialists - CXO’s Deliverables: - Technical Advisory Plan - Tech/Business Note - Tech/Business Brief - White Paper - Customer Deliverable - Quarterly Report Card - Bi-Annual Management Letter Quality Process & Filters: - Accounts reviews * Global Director Tas * CXO’s - Checkpoints * Quarterly Reviews * Bi-Annual Management Letter • Project Success • High ROI • Foundation for Growth • Dedicated Support • Technical and Strategic Expertise Deep Vendor / Product Expertise MicroStrategy: Intelligence Server, Architect, Desktop Designer, Desktop Analyst, Administrator, Narrowcast Server, MDX Adapter, SDK, Transactor, Web RDBMS: Oracle, DB2, SQL Server, Teradata, Sybase H/W Systems: IBM, Compaq, Sun, Dell, HP, Tandem ETL: Informatica, ACTA, Ascential, DataMirror, DataJunction, Hummingbird Scope: Departmental, Enterprise, Extraprise By leveraging the vast knowledge base of our enterprise-class customer base and our engineer’s deep product expertise, our consulting program is specifically designed to close the ROI GAP. 51 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 52: Leveraging The MicroStrategy Customer Network (Illustrative Example) Before making a best practice recommendation, TAMs survey the MicroStrategy customer network to locate similar, relevant successful implementations. They distill this insight into one of four deliverable formats. Typical Client Inquiries 1. What security architecture do I need when permitting my suppliers to view my merchandising system via extranet? How does it differ from security I need when deploying to my store managers? How do I ensure 99.9% uptime for my electronic customer-billing and utility usage reporting application? MicroStrategy Customer Network Mid Size Manufacturer Top 50 Telco Top 10 Retailer (Grocery) Application: CRM DBMS: Oracle DB Size: 850 GB Users: 1,200 Extranet (Y/N): N Lifecycle Stage: Deployed Technical Advisory Services Deliverables 1. Note (1-page) MultiClient Analysis Management Brief (3-5 pages) White Paper (5– 12 pages) Custom Deliverable Top 3 Retail Bank Top 20 Insurer Top 10 Retailer (Soft Goods) Application: CRM DBMS: Oracle DB Size: 3 TB Users: 760 Extranet (Y/N): Y Lifecycle Stage: Deployment 1. How should customer transactions be modeled in my Oracle-based CRM analytics application? I’ve used MicroStrategy’s caching features to improve query performance. How can I use caching to reduce the expensive CPU and DASD requirements on my Teradata server? Do I have the right skill set to complete my financial and human resource reporting project? How should I supplement the team without ceding project control to an integrator? 1. Large Manufacturer Mid-Size Bank Top 100 Retailer (Hard Goods) Application: CRM DBMS: Oracle DB Size: 8 TB Users: 1,400 Extranet (Y/N): Y Lifecycle Stage: Deployed 1. By leveraging the vast knowledge base of our enterprise-class customer base and our engineer’s deep product expertise, our consulting program is specifically designed to close the ROI GAP. 52 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 53: Technical Advisory Services Configuration of Services to Match Your BI Advisory Needs MicroStrategy’s Technical Advisory Services are available in annual subscriptions to accommodate your environment. Your dedicated TA will coordinate resources for a custom advisory approach for your systems operations. Copper $25,000 100 hours Priority Escalation Bronze $50,000 200 hours Silver $100,000 400 hours Gold $200,000 800 hours Platinum $500,000 2000 hours • Direct Access To CEO For New Feature Requests And Other Strategic Priorities • Bug Fix Prioritization • Direct Representation On MSTR’s CTO Technology Direction Council • TA Oversight To Your Technical Support Cases • Priority Technical Support Center of Excellence $800,000 All of Platinum’s Benefits, PLUS: • Two Full Time Resources • TA Oversight To Your Technical Support Cases • Priority Technical Support • TA Oversight To Your Technical Support Cases • Priority Technical Support • Bug Fix Prioritization • Direct Representation On MSTR’s CTO Technology Direction Council • TA Oversight To Your Technical Support Cases • Priority Technical Support • Receives Results of Studies Participated In • Access To All Studies • Receives Results of Studies Participated In • Personalized Benchmarking Against Multi-Client Results • Access To All Studies • Receives Results of Studies Participated In • Ability To Commission Multi-Client Study • TA Facilitates Inter-Company Exchange • Personalized Benchmarking Against Multi-Client Results • Access To All Studies • Receives Results of Studies Participated In Knowledge Base Access • Establishment of a Center of Excellence within your BI/DW organization • Active oversight of all MSTR-based projects and implementation of IMO-based best practices • Quarterly technology reviews with MSTR Engineers • Semi-Annual CEO Services Review Expertise & Specialist Services • Technical Advisor (12.5 Hours Per Quarter) • Quarterly Assessment • High-level Technical Account Overview • Technical Advisor • Up to Two (2) Specialist Consultations/Quarter • Technical Advisor • Up to Four (4) Specialist Consultations/Quarter • Technical Advisor • Up to Six (6) Specialist Consultations/Quarter • Technical Advisor • Quarterly Scorecard/Audit • Technical Account Plan and Strategy • Annual Management Letters • Quarterly Scorecard/Audit • Technical Account Plan and Strategy • Semi-Annual Management Letters • Quarterly Scorecard/Audit • Technical Account Plan and Strategy • • • • Annual CEO Services Review Semi-Annual Management Letters Quarterly Scorecard/Audit Technical Account Plan and Strategy 53 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 54: MicroStrategy Technical Support Offerings MicroStrategy Technical Support provides flexible offerings to match every customer and implementation type Services Dedicated Support Engineer Prioritized Enhancement Requests Customer Application Maintained In-house Notification of Priority Issues Quarterly Status On-site Meeting Weekly Status Reports 24 x 7 Support Priority Involvement in Beta Programs Prioritized Bug Requests Scheduled Conference Calls Premium Support Contact Unlimited 24 x 7 Knowledge Base Support Support Liaisons Multi-channel Contact (phone, email, web) Software Downloads and Updates Description Dedicated Support Engineer acts as a customer advocate and remote member of your project team coordinating all your requests and resolutions. Enhancement requests from Gold customers receive priority attention of MicroStrategy’s development staff. Speed of issue resolution is improved significantly through MicroStrategy’s hosting of the customer environment in-house. Dedicated Support Engineer ensures that your team is aware of known issues and works with you to understand potential impact on your system. Dedicated Support Engineer visits customer site once per quarter to review project timelines and status and address open Technical Support cases. Customer is provided with weekly electronic status reports which cover all issue activity and open case statuses. Around the clock phone access to MicroStrategy’s highly trained Technical Support Engineers. Customers receive priority enrollment status in Beta Programs, which speeds rollout and ensures product stability in your environment. Customer defect requests are prioritized ahead of Bronze customers, allowing for more timely resolution and less project impact. Premium Support Contact/Dedicated Support Engineer manages scheduled conference calls with customer to discuss open cases and project status. Premium Support Contact acts as an any-time escalation point, responsible for account oversight and regular review of all customer cases. 24x7 access to our comprehensive Knowledge Base, which includes over 6500 Technical Notes. Support Liaisons are your project contacts into Technical Support. All Technical Support requests must come through these named individuals. Technical Support can be contacted easily and efficiently. Supported customers receive access to the latest versions of MicroStrategy software. Gold Silver Premium Bronze Bronze 4 3 3 2 54 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 55: Bronze Support – Knowledge Base The MicroStrategy Knowledge Base provides our customers with a 24x7 self-service technical resource. Comprised of over 6,500 Technical Notes and receiving over 600,000 customer hits per year, the MicroStrategy Knowledge Base is a tremendous asset for any customer project. A B Easy to use, pointn-click, web interface. Advanced search capabilities maximize your efficiency. Convenient ability to email links to colleagues. B A C C 55 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 56: Premium Bronze Support – Premium Support Contact Premium Bronze Support provides access to a Premium Support contact who fully understands your environment, project goals and deployment timelines. Your Premium Support Contact utilizes this knowledge to oversee all Technical Support case activity and provide a level of account oversight and proactive service not available with Bronze Support. Customer Liaisons Silver/ Bronze Support Technical Support Inquiries Technical Support Engineers Technical Support Response • Cases randomly routed within a team of Engineers • Engineers have less understanding of your environment and project goals • No scheduled conference calls or site visits from Technical Support              Premium Support Contact Premium Bronze Support • Premium Support Contact oversees all case activity and utilizes knowledge of project to provide personalized, enhanced support • Premium Support Contact acts as an anytime escalation point and ensures coordinated response across Technical Support team members • Bi-weekly conference calls provide proactive communication and ensure you are synchronized with Technical Support regarding your priorities and case statuses 56 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 57: Silver Support – 24 x 7 Support Silver Support customers receive 24 x 7, 365 days per year phone access to MicroStrategy’s Technical Support Engineers. Silver Support acts as the safety net needed for any implementation where 100% project up-time is a must. Silver Support provides uninterrupted 24 x 7 coverage Sunday 5 am 7 am 9 am 11 am 1 pm 3 pm 5 pm 7 pm 9 pm 11 pm 1 am 3 am 24 x 7 Coverage • Weekend cutovers • After hours testing and development • Developers and End Users spanning multiple time zones • Weekend loads and backups • After hours system recovery Monday Tuesday Wednesday Thursday Friday Saturday Bronze Support provides coverage during work-day periods only Sunday 5 am 7 am 9 am 11 am 1 pm 3 pm 5 pm 7 pm 9 pm 11 pm 1 am 3 am Monday Tuesday Wednesday Thursday Friday Saturday Work-day Coverage Only • Business hours cutovers • Business hours development and testing • Local teams working standard hours in a single time zone • Business hours loads and backups Hours of Technical Support coverage Hours without Technical Support coverage 57 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 58: Gold Support – Dedicated Support Engineer The Dedicated Support Engineer is your in-house advocate at MicroStrategy. Your Dedicated Support Engineer has full access and authority to resolve your cases through priority escalation to the Advanced Product Support group, the software engineering team and MicroStrategy senior executives. Gold Customer Liaisons MicroStrategy Dedicated Support Engineer MicroStrategy Advanced Support MicroStrategy Software Engineering MicroStrategy Corporate Executives • Meets regularly with manager of Advanced Support to escalate Gold customer issues • Ensures your support cases are given priority treatment within Advanced Support • Provides regular status report on your project to Technology executives and CTO • Utilizes project knowledge to work closely with development team and ensure resolution • Ensures your issues receive escalated treatment with development staff • Keeps VP Technical Support up to date on your project status • Receives full access to Corporate Executives on your behalf 58 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 59: MicroStrategy Education Services: Overview MicroStrategy has a comprehensive suite of courses designed for each development team member and end user. Training for All Technical Team Roles Report Developers – Design reports and business metrics for end users including reports required for advanced analysis. Project Leads – Oversee the design, implementation and usage of the BI solution. Analyze reporting requirements and manage the creation of the BI application. Architects – Optimize query performance through logical model design and construction of physical data warehouse schema. Administrators – Install, configure and maintain server infrastructure. Optimize performance through caching, scheduling and clustering as well as administer security and manage data usage and access. Application Developers – Build custom applications and integration into existing corporate systems using XML/XSL, Java, COM, and XML APIs. Training for Full Range of End User Skills Maintain Casual Users – View reports through web, excel and other business intelligence tools. Deploy Intermediate Users – Build, format and modify reports via a web interface and conduct ad-hoc report analysis. Test Advanced Users – Perform advanced statistical, set and predictive analysis via a clientserver or web interface. Develop Plan 59 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 60: MicroStrategy Education Services: Technical Training Developers can get the training they need, when they need it through two flexible training programs. Training for All Technical Team Roles Report Developers – Design reports and business metrics for end users including reports required for advanced analysis. Project Leads – Oversee the design, implementation and usage of the BI solution. Analyze reporting requirements and manage the creation of the BI application. Architects – Optimize query performance through logical model design and construction of physical data warehouse schema. Administrators – Install, configure and maintain server infrastructure. Optimize performance through caching, scheduling and clustering as well as administer security and manage data usage and access. Application Developers – Build custom applications and integration into existing corporate systems using XML/XSL, Java, COM, and XML APIs. Two Programs to Address Their Needs Perennial Education Pass (PEP) • Unlimited Instructor-led public courses • Unlimited Online technical courses Education Packages • Onsite, private courses for entire team • Customized content and agendas 60 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 61: MicroStrategy Education Services: Perennial Education Pass (PEP) Program The PEP Program is a flexible and cost-effective means of building MicroStrategy experts. Offering Description Price PEP Initial Subscription Add-on PEP Add-on Online Course Subscription unlimited instructor-led & online courses for 2 named users unlimited instructor-led & online courses for 1 named user unlimited online courses for 1 named user $5,000 $2,500 $1,250 #1: Unlimited Instructor-led Courses Ability to attend an unlimited number of MicroStrategy regularly scheduled, instructor-led courses offered at public training locations in country of purchase. • Standard, Advanced, & Programming courses • Curriculum Tracks • Certification Weeks, Exams & Projects #2: Unlimited Online Courses Subscription to the MicroStrategy Learning Management system to access all MicroStrategy online courses. • What’s New Series – maintenance training • Companion Series – reinforcement training What’s New Series • Covers key software changes and improvements in incremental releases Companion Series • Expands upon advanced topics provided in instructor-led courses 61 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 62: MicroStrategy Education Services: Education Packages Education Packages consist of Learning Units, which are “educational currency” valid for 12 months from date of purchase and applicable towards all instructor-led offerings. How Learning Units Work Educational Offering Regional Learning Unit Benefits Economical training delivery • Built-in volume discounts. • Lock-in at lower per person per day training rates than a ‘pay-as-you-go’ approach. Flexible education planning • Purchase training without exactly identifying all the individuals requiring education. • Budget for training up front in conjunction with the product sale to ensure success. Preferential course priority • Guaranteed space in scheduled regional courses up to 48 hours in advance of course delivery. • Prioritized scheduling and staffing for onsite courses. Easy registration and tracking • Better control over who takes what courses. • Learning unit account is tracked, monitored, and communicated to you. Learning Units Required (Redemption Value) 1 Day of Regional Training per Person 1 Day of Onsite Training for up to 8 People 1 8 9 10 1 8 8 Onsite 1 Day of Onsite Training for up to 12 People 1 Day of Onsite Training for up to 15 People 2 Hours of Courseware Customization Customization 1 Day of Train-the-Trainer (instructor certification) Courseware Licensing for one day of content 62 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 63: Education Packages Include a Set of Learning Units Plus Other Benefits MicroStrategy offers four distinct education packages that include premium features and services to ensure your development team has the exact training required. Features & Services` Quarterly Educational Review with and Escalation Priority to MicroStrategy’s Vice President of Education Services Performance warranty: Trained staff may retake any course free of charge Access to updated courseware detailing the latest product feature changes and enhancements Access to educational courseware prior to onsite course delivery Education Advisory Manager to assist in creating your training plan Cancellation fee waived for _X number of individuals per week No show fee waived for _X number of individuals per week Prioritized scheduling and staffing for onsite courses Quarterly reporting on your enrollment history and learning unit balance Email access to course instructor for follow-up questions after course delivery Learning Units Included in Package Built-in volume discount Price 63 Platinum Gold Silver Bronze 2 2 1 1 150 25% $73,125 100 20% $52,000 50 15% $27,625 20 10% $11,700 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 64: MicroStrategy Education Services: End User Training MicroStrategy has two forms of training for web users, both which can be customized to their application to ensure end user adoption and success. Two Offerings to Address Their Needs eTrainer for MicroStrategy Web • Web-based, self-paced training • Easily customizable Web Essentials Kit • Volume of Learning Units for: • Customized courseware • Course Delivery • Train-the-Trainer (instructor certification) • Courseware Licensing Intermediate Users – Build, format and modify reports via a web interface and conduct ad-hoc report analysis. Advanced Users – Perform advanced statistical, set and predictive analysis via a clientserver or web interface. Casual Users – View reports through web, excel and other business intelligence tools. Training for Full Range of End User Skills 64 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 65: MicroStrategy Education Services: eTrainer for MicroStrategy Web MicroStrategy’s eTrainer for Web provides end users self-paced, step-by-step, handson instruction to build user confidence and ensure proper use and data interpretation. eTrainer Benefits Self-paced End users learn at their own speed allowing them to absorb concepts at their convenience. At any time, users have the ability to revisit content and reinforce their comprehension. Cost-effective eTrainer offers comprehensive end-user education at a fraction of the cost of traditional instructor-led training. Auditable eTrainer offers a Course Administration module that allows you to track user’s performance, progression and frequency of eTrainer use. Customizable eTrainer customization is easy to do, timely and cost-effective. eTrainer can incorporate your required reports and actual data. Deployable eTrainer can be installed on a certified Web Server in less than 5 minutes and quickly accessed via any web browser. eTrainer offers 23 lessons educating end users on the features and functionality provided in MicroStrategy Web. eTrainer offers a perpetual, self-paced learning environment that tracks lesson completion, success rate and usage. Scalable eTrainer reaches hundreds to thousands of users through any web browser. 65 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 66: MicroStrategy Education Services: Web Essentials Kit Customized instructor-led training solution for web users. Incorporates customer’s reports and data into the courseware, making the training even more meaningful to users to ensure comprehension. Train-the-Trainer provides a scalable means for customers to conduct ongoing course delivery using the custom courseware. Customized Course Entails: • Scoping and planning by MicroStrategy course developer • Course database, project and reports based on customer’s data • Business examples and exercises reflecting customer’s reporting requirements • Train-the-trainer program ensuring successful knowledge transfer to customer Benefits Include: < 25 USERS CASUAL ENTERPRISE INTERMEDIATE # USERS 25-75 USERS DEVELOPER • Ensures end user acceptance while mitigating project risk • Increases student interest and material retention NONE CUSTOM CURRICULUM ADD’L EXERCISES CUSTOMIZED EXERCISES FULL COURSE • Enables students to relate tool proficiency to their business • Provides a reusable training solution as user base grows • Results in customized courseware owned and maintained by the customer AMOUNT OF CUSTOMIZATION 66 Our Services The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL
Slide 67: Choose Configurations of Software and Services to Match Your Needs Departmental Deployment 1 Application 20 Web Users Enterprise Deployment 1- 5 Applications 100 – 1,000 Web & Email Users Enterprise Deployment (Large) 20+ Applications 2,000+ Web, Email, Excel Users Web Reporter 20 Users Narrowcast Server (email) 2 CPUs Desktop Designer 2 Users Web Analyst 2 CPUs Narrowcast Server (email, alerts) 4 CPUs Web Professional 6 CPUs Office 100 Users Desktop Designer 50 Users Software Intelligence Server 20 Users Report Services 20 Users Architect 1 Users Administrator 1 User Intelligence Server 2 CPUs Report Services 2 CPUs 7i OLAP Services 2 CPUs Desktop Designer 20 Users Architect 5 Users Administrator 3 Users SDK 2 Users Transactor 2 CPUs Intelligence Server 6 CPUs Report Services 6 CPUs Architect 10 Users Administrator 5 Users SDK 3 Users Consulting Silver Consulting • 400 on-site hours per year Bronze Technical Support SLA • Telephone support during business hours • Access to product updates Certified Professionals Gold Consulting • 800 on-site hours per year Silver Technical Support SLA • 24 x 7 Emergency Access to Support Engineers • Application configuration maintained in-house Certified Professionals 800 50 20 5 3 2 Casual BI Users Intermediate Users Advanced BI Users BI Architects BI Administrators Interface Designers Platinum Consulting • 2,000 on-site hours per year Gold Technical Support SLA • Dedicated support engineer familiar with your environment • Weekly status reports and monthly conference calls Certified Professionals 2000 Casual BI Users 200 Intermediate Users 50 Advanced BI Users 10 BI Architects 5 BI Administrators 3 Interface Designers 2 Software Engineers Support 2 named users 2 named users 4 named users Education 20 2 1 1 Intermediate BI Users Advanced BI Users BI Architect BI Administrator 67 Our Offerings The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. CONFIDENTIAL