corporate overview

1 CONFIDENTIALThe 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.

Corporate Overview

Our Company

Our Customers

Our Technology

Our ServicesName, TitleSeptember, 2004


And a Focus on Customer ValueWith Powerful Differentiated Technology

Capable of Managing the Full Range of Corporate Performance

Driven By the Most Demanding Customers

Defining A Market Through Technology Innovation

A Long Heritage In Business Intelligence

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

TechnologyLeadership

Establishing the Market for High-end BI Through Tech Innovation

1st with Relational OLAP1st with BI Application Server1st with BI Web Interface1st with E-mail Report Distribution1st with Wireless Alerting1st with Personalization1st with ‘Windows-on-the-Web’1st with Integrated 5 Styles of BI

Our Customers

Top Companies From All Major Industries Have Defined Industrial-Strength BI With MicroStrategy7 of top 10 Global Retailers4 of top 5 Food & Drug7 of top 10 Diversified FSI5 of top 5 US Retail Banks3 of top 5 Insurance Companies10 of top 10 Global Telecomm10 of top 10 Global Pharmaceuticals6 of top 10 Automotive

CustomerApplications

Only MicroStrategy Technology Can Deliver the 100s of Diverse BI Applications That Companies Need To Manage Performance Today

Our Software

Industrial Strength BI - Providing All 5 Styles of BI With One Integrated Platform

1. Enterprise Reporting2. Cube Analysis 3. Ad Hoc Query & Analysis4. Statistics & Data Mining5. Report Delivery & Alerting

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

Our Company

• Customer• Supplier• Assets• Sales• Products

• Financial • Risk• Fraud• Inventory• HR


Customized BI Applications that Enterprises Need to Run their Business

MicroStrategy Is the Leading BI Platform Software Provider

Operational Systems

Data Integration& ETL

Data Warehouses & Data Marts

BI Platform

Packaged BI Applications

Bu

sin

ess

Inte

llig

ence

Tec

hn

olo

gy

Sta

ck

Operations Analysis• Web Traffic Analysis• Compliance Reporting• Store Operations Analysis

Supply Chain Management• Inventory Analysis• Trade Fund Analysis• Distribution Cost Analysis

Financial Reporting Analysis• P&L Reporting• Profitability Analysis• Financial Compliance Analysis

Customer Analysis • Customer Segmentation• Customer Profitability• Cross-sell / Up-sell

Risk Analysis• Risk Management• Portfolio Risk Analysis• Fraud Detection

Sales Analysis• Market Basket Analysis• Store/Geographic Analysis• Commission/Quota Reporting

Vendor Performance Analysis • Service Level Agreement• Chargeback Analysis• Relative Sales Analysis

Asset Management• Channel Management• Capital Budgeting• HR Allocations

• IBM• Microsoft• Netezza

• Ascential • DataMirror• ETI

• SAP• Siebel• Oracle

• NCR/Teradata• PeopleSoft• Retek

• PeopleSoft• JD Edwards• Legacy Systems

• Oracle• Sybase • Teradata

Customize and Integrate

Build On Analytic Modules

Our Company

MicroStrategy 7i

• Group 1 • Informatica• Pervasive


Gartner Group Has Strong Praise for the MicroStrategy Platform

Our Company

"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


•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

•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

MicroStrategy and Customer Analysis Applications

(Pre-packaged Module Now Available as part of Business Intelligence Developer Kit*)

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…

Bank of Montreal

Boots the Chemist

Capital One

Consors Discount Broker

Equifax

JPMorgan Chase

Nürnberger Versicherungsgruppe

PharmaPlus

Redecard

Soriana

Visa

TARGETED BUSINESS VALUE TYPICAL ANALYSIS

.

UNIQUE MICROSTRATEGY ANALYSIS

True Segmentation capability requires ad-hoc 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 multi-pass SQL engine

Database Platform and Schema Independence is required to support complex customer-centric data bases

*Pre-Packaged Customer Analysis Module with 40 reports serves as an excellent starter kit to develop custom application

Unique Platform Strengths for Customer Analysis

Calculate profit contribution of medium income customers in VA to overall profitability in the North East region

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

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

Our Company


•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

MicroStrategy and Financial Reporting 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 TheatresChela FinancialLa CaixaLiberty FundsLufthansaFannie MaeMCIPacific Mutual LifeSara Lee Foods EuropeSprint PCSUSAAVisa InternationalWFS Financial


.


Dynamically define exceptions on KPI’s to monitor and catch financial anomalies; thereby, reducing financial risk

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

Create aggregated custom groups to present financial information at a higher level and drill down to see transactional level details

Perform time-based comparisons of the balance sheet for a specific corporation between two given time periods

Create board room quality financial documents and incorporate multiple reports into single view, allowing analyst to make decisions on complete information

•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

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-the-box 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 multi-source financial data.

*Pre-Packaged Financial Reporting Analysis Module with 42 reports serves as an excellent starter kit to develop custom application

Unique Platform Strengths for Financial Reporting Analysis

Our Company


MicroStrategy and Web Traffic Analysis


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!

TARGETED BUSINESS VALUE TYPICAL ANALYSISUnique Platform Strengths for Web Traffic Analysis

•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

•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

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


Calculate profit contribution visitors from different referring sites using custom statistical models to correctly allocate advertising budgets

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

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

Our Company


MicroStrategy and Sales Analysis


.•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

•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

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 enterprise-class 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


Forecast effectiveness of a campaign combining historical data with market share analysis using time series analysis to optimally allocate resources by region

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

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

Unique Platform Strengthsfor Sales Analysis

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

Our Company


MicroStrategy is Selected By The Leading Companies in Their Industries for The Most Demanding BI Applications

Other Major Companies

• 7 of the Top 7 Global Media Companies• Major ERP and Hardware Companies

Retail

• Over Half of the Global 500 Retailers• 4 of Top 5 Global Food and Drug Stores

Manufacturing

• 6 of Top 10 Automotive Companies• Over 70 Major Manufacturers

Telecommunications

• 10 of Top 10 Global Telco Companies• Every Major European Telco

Pharmaceutical And Healthcare

• 9 of Top 10 Global Pharmaceutical Companies

• 6 of Top 10 Diversified FSI• 5 of Top 5 Global Commercial Banks• 3 of Top 5 Global Insurers

Our Customers

Governments

• Covering Federal, State, and Local Government Entities

Consumer Packaged Goods

• 9 of Top 10 Global Consumer Packaged Goods Companies

Financial Services


Other Industries

Information, Technology & Media

Financial Services/Insurance

Retail

Pharmaceutical/Healthcare

Mid-Size Companies in Every Industry Choose MicroStrategy for their BI Applications

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.

• 7 of Top 10 Global Retailers• 4 of Top 5 Global Food and Drug

Stores

• 7 of Top 10 Diversified FSI• 5 of Top 5 Global Commercial Banks• 3 of Top 5 Global Insurers

• 10 of Top 10 Global Pharmaceutical Companies

• 5 of Top 10 Healthcare Companies

• 7 of Top 7 Global Media Companies

• Major Information Providers

• 10 of Top 10 Global Telco Companies

• Over 70 Major Manufacturers

Our Customers & Partners


MicroStrategy is the Global Standard in Retail for Merchandising Analysis

Ace Hardware Corporation

Deploying Reports Over the Webto Thousands of End Userswith “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

BuildingStrongRevenues

ApplicationsOperations 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 Accessto 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

Deployment to 1000s of users in distributed stores and to the external supply chain requires full-function 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

Our Customers

7 of Top 10 GLOBAL Retailers Depend on MicroStrategy

Retail Customers Include:

Ace Hardware CorporationAholdAlbertson’sBarnesandnoble.comBed, Bath & BeyondCarrefourCrane & Co.CSK Auto CorporationDarden RestaurantsDick’s Sporting GoodseBayEckerdFood LionFoot LockerGiorgio Armani CorporationGUESS?, Inc.Hallmark CardsHarris TeeterHudson’s Bay CompanyJCPenney.comKohl’sLimitedbrandsLiz ClaiborneLowe’s CompaniesMarks & SpencerMichael StoresMETRO GroupO’Reilly AutomotivePetcoPETsMARTPF Chang’sShopper’s Drug MartSUPERVALUThe Container StoreThe Wet SealToys R UsWHSmith PLC

Web ReportingExtranetDeployment

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.


MicroStrategy Customer Applications in Retail

Retail Segments

Apparel

Discount Retailers

Department Stores

Discount Drugstores

Electronics

Home Improvement

Specialty Retailers

Specialty Grocery

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

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

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

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

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

Loss Prevention

Shrink Analysis

Vendor Rationalization

Natural Losses

Return Rates

Cancels

Markdowns

Backorders

Hot Stores

Hot Staff

Hot Customer

Distribution Shrink

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

“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 PetersonCIOeBay

"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 AnalystAce Hardware

Our Customers


MicroStrategy Is Uniquely Suited for Customer-centric Analysis Needed by Financial Services Institutions

Bank of Montreal

Banking onMicroStrategy

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 CriticalApplications in theMortgage Business

ApplicationsRisk 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.

TRX Inc.

Deploying Self-ServiceExtranet 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 5financial institutions is enabling multinational commercialclients to report and analyze charge card and travel datafrom 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 & e-mail, 180 business analysts using Desktop Designer to access 50+ projects.

• Interface: Desktop, Custom Narrowcast Portal, Web, SMS and E-Mail

• Architecture: IntranetLa Caixa currently has over 50+ applications dependent on MicroStrategy technology

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.

Our Customers

6 of Top 10 US Financial Services Companies Rely on MicroStrategy

Financial Services Customers Include:

American ExpressANZ BankBank of MontrealBank of ScotlandBanorteBristol & WestCaja DueroCapital OneChela FinancialChicago Mercantile Consors Discount Broker AGDeutsche BörseDiscover Financial ServicesEquifaxFannie MaeFinecoFirst American CorporationFirst FranklinFirst USAFreddie MacHousehold InternationalH&R BlockJ.P. Morgan ChaseKeyCorpLa CaixaLiberty Funds GroupRBC Financial GroupRefcoSallie MaeSamsung CapitalSparda BankThe Bank of New YorkVisaWFS Financial


MicroStrategy Customer Applications in Financial Services

Financial Services

Segments

Asset Management

Brokerage

Consumer Credit

Debt and Equity

Individual/ Institutional

Investment Banking

Retail Banking

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 Services companies use MicroStrategy widely

La Caixa has 50 projects

CapitalOne has 25 applications

Sales & Trading

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

Financial Analysis and

Compliance

Revenue Reporting

Cost Analysis

P&L Reporting

Margin Analysis

Taxes

Budget Variance Analysis

Loan Analysis


Portfolio Analysis

FAS 133 Analysis

Compliance Alerting

Marketing

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

Advisory Services

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

Operations

Call Center Management

Channel Management

Customer Statements

Trade Confirmations

Trade Settlement Alerts

Wire Transfer Alerts

Swap Mark to Markets

Financial Reporting


Commission Reporting

Branch Office Scorecards

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

“We selected MicroStrategy

over competing products

because of its outstanding

scalability for large numbers

of users and its superior

capability to generate user-

friendly 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

"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

Our Customers


Only MicroStrategy Satisfies Telecom Needs for Mission Critical Operations and Massive Scalability

BellSouth

Maintaining High Quality of Service

ApplicationsNetwork 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

Sprint

Reaching A Large User Communitythrough 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 StrategicAlliance to DeliverBest BusinessIntelligence

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

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

Our Customers

10 of Top 10GLOBAL Telecommunication Companies are MicroStrategy Customers

Telco Customers Include:

AT&TBellSouthCable & WirelessCharterDeutsche TelekomEarthlinkEurotel PrahaFrance TelecomGlobal TelecomMetrocallOmnitel VodafoneSprintSprint PCSTelecom Italia Learning ServicesTelefónica Servicios MóvilesTelephiaTelstraUS InternetworkingVerizonViag IntercomVizzaviVodacomWest Telemarketing Wind


MicroStrategy Customer Applications in Telecommunications

Telco SegmentsResidentialSmall BusinessLarge BusinessWirelessBroadbandInternetDSL

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

Sales Analysis & Billing

Product Sales & Trends

Customer Trends

Salesforce Performance


Quota Attainment

Product Affinity

Account Balances

Utilization

Fraud

Telemarketing

EBPP / Intelligent Billing

Network Optimization

Traffic Analysis

Network Planning

Quality of Service

Network Utilization

Switch Operations

Call Routing

Capacity

Switch Utilization

Volume Management

Failure Notification

Capacity Analysis

Marketing Analysis

Upsell Analysis

Loyalty Programs

Customer Segmentation

Demographic Analysis

Cross-sell Analysis

Service History

Channel Efficiency

Next to Buy

Promo Lift

Price Points

Market Share

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

Financial Analysis

Revenue Reporting

P&L Reporting

Cost Analysis

Margin Analysis

Tariffs

Taxes


Access and Line Charges

AR/AP Reporting

Collections Reporting

Contracts Reporting

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

Telecommunication companies use MicroStrategy throughout the enterprise

Sprint 25+ applicationsVerizon 15+ applications, deployed to all 275,000+ employees

Omnitel – SMS application reaching more than 5,000,000 users

“We’re pleased that MicroStrategy’s unique infrastructure and exceptional capabilities have scaled to our ever-growing 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 customer-centric company.”-John Bentley, Manager of Systems Development,Sprint

“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

Our Customers


Novartis

MaintainingA 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%

Pharmaceutical Companies Rely on MicroStrategy

Roche

Personalizing Informationfor 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 up-to-date information

AstraZeneca

Gaining Vital Market Insightand 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

Our Customers

Aventis Pasteur

Increasing SalesEffectiveness

Applications: Sales Management, Contract Analysis, Customer

AnalysisDeployment:• 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

MicroStrategy’s bullet-proof 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

Pharmaceutical Customers Include:

AmerisourceBergenAstraZenecaAventis PasteurBarmerCardinal HealthDura PharmaceuticalsEckerdElan PharmaceuticalsForest LaboratoriesGoedeckeHoffman-La RocheIMS HealthKerr DrugNDC Health Information ServicesNovartis PharmaceuticalsPfizerPharmaciaPrescription SolutionsRocheSepracorSiemensWarner-Lambert Co.

9 of the Top 10 GLOBAL Pharmaceutical Companies Rely on MicroStrategy


MicroStrategy Customer Applications in Pharmaceuticals

Financial Analysis

Cash Flow Analysis


Accounts Receivable Reporting

Payment and Collection Reporting

Marketing Analysis

Marketing Spending

New Product Launches

Pricing and Promotions

Promotional Lift


Campaign Analysis


Service and Transaction History


Formulary Tracking

Formulary Adherence

Physician Prescribing Patterns

Trend Analysis

Competitive Tracking

Promotion Effectiveness

Balanced Scorecards

Our Customers

“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

“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

Operations Management

Product Management

Supplier Analysis and Management

Manufacturing Planning & Engineering

Quality Control

Operations Procurement

Materials Routing

Capacity Planning

Yield Planning

Sales Analysis

Sales Trends

Revenue Goals

Key Profit Contributors

Orders and Shipments

Channel Analysis

Buying Trends

Sales Performance


Pricing Models

Discounting

Regulatory Management

Protocol Development

Clinical Trials

Clinical Analysis

Admittance rates

Noncompliance alerts

Pharmaceutical

Industry Segments

Biotechnology

Chiral Chemistry

Drug Delivery

Generic Drugs

Nutraceuticals

OTC, Consumer

Radiopharmaceuticals/Contrasts Agents

Vaccines

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


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

Healthcare Companies Rely on MicroStrategy

Premier

Improving theQuality 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 AnalysisApplications 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

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

Our Customers

Centers for Medicaid & Medicare Services

MicroStrategy’s bullet-proof 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

“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

Healthcare Customers Include:

AIM Healthcare ServicesBaxter HealthcareCaremarkPCSCenters for Medicare & Medicaid ServicesEmory HealthcareFraser Health AuthorityGE Medical Systems Hawaii Medical Service AssociationHealthGnosticsImmunexIngenixMedscapeMemorial Blood Center of MinnesotaMills Peninsula Medical GroupNational Institutes of HealthPacificCare Health SystemsPatterson DentalPrescription SolutionsPSS World MedicalPremier Inc.ProVantageSpectrum HealthStuart Disease Management ServicesTufts Health PlanWomen’s Health


MicroStrategy Customer Applications in Healthcare

Marketing Analysis

Market Share by Patient,Customer, Business

Physician Practices

Loyalty Programs



Service & Transaction History

Preferences and Permissions Bundling

Customer Care

Service Level Agreement (SLA) Reporting

Trouble Ticket Resolution

Service Complaints

Questions Reporting

Dispatch Request andMonitoring

Protocol Development

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 WilkesManager Application DevelopmentPremier, Inc.

"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 MillerChief Financial OfficerPrescription Solutions

Our Customers

Analytical CRM

Customer Scorecards

Churn Analysis


Customer Plan Migration

Call Center Operations

Call Volumes

Call Times

Response Times

Complaint Logs


Forecast Capacity and Staffing

Financial Analysis

Underwriting Requirements

Cash Flow Analysis




Healthcare SubsegmentsHospital Care

Physician Services

Drugs & Medical Non-durables

Government, Public Health, Public Research & Development

Dental, Vision, Home Health, Mental Health Services

Nursing Home Services

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


DuPont Crop Protection

Integrating Data FromField Trials ConductedAround 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.

Consumer Goods & Manufacturing Companies Rely on MicroStrategy

Esteé Lauder

Instant Access toTimely BusinessInsight

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 EfficienciesThroughout 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 PlatformFor 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.

10 of the Top 10 GLOBAL CPG Companies depend on MicroStrategy

Our Customers

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

Consumer Goods & Manufacturing Customers Include:

Amway CorporationArrow ElectronicsAvon ProductsBest Foods BakingBeverage Data NetworkBil Mar FoodsCloroxCole Vision CorporationConopcoDuPontEsteé LauderGodivaGoodmark FoodsGucciHallmarkHondaKimberly ClarkLevi Strauss & Co.L’OrealNygard InternationalR.J. Reynolds TobaccoPepperidge FarmQuixtarRevlonRheem ManufacturingRite-Hite CorporationSara Lee DirectSeikoShaw IndustriesStandard RegisterUnilever CosmeticsWarnacoWaterford Wedgwood


MicroStrategy Customer Applications in Consumer Goods & Manufacturing

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

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




Contracts Reporting

Analytical CRM

Customer Scorecards

Churn Analysis


Service Level Agreement

Trouble Ticket Resolution

Service Complaints

Questions Reporting

Dispatch Request and Monitoring

Warranty Analysis

Marketing & Customer

Analysis

Loyalty Programs

Web Traffic Analysis

Promotional Lift


Campaign Analysis



Service and Transaction History


Call Center Operations

Call Volumes

Call Times

Response Times

Complaint Logs


Forecast Capacity and Staffing

"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 AnalystLexmark International

"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 ITAmway Corporation

Our Customers

CPG & Manufacturing

Subsegments:

AerospaceApparel AutomotiveComputer EquipmentComputer SoftwareConstruction EquipmentConsumer ElectronicsConsumer ProductsFarm EquipmentFood and BeverageFurniture Industrial EquipmentMarineSemiconductorsTelecommunications Equipment

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


State of Tennessee

Managing FederalStudent 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.

Government Agencies Rely on MicroStrategy

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 HealthNational Oceanographic & Atmospheric Administration (NOAA)Naval Surface Warfare Center (NAVSEA)Office of Naval Research (ONR)Ohio Department of EducationState of New JerseyState of TennesseeU.S. Air ForceU.S. ArmyU.S. Census BureauU.S. Department of EducationU.S. Department of Housing and Urban (HUD) DevelopmentU.S. Geographical SurveyU.S. House of RepresentativesU.S. Postal Service U.S. Mint

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

Over 30 Government Customers Depend on MicroStrategy

Our Customers

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.

Centers for Medicaid & Medicare Services

U.S. Department of Education

U.S. Army - TACOM

The Power of Business Intelligence

Applications:Inventory Management for U.S. Army's Tank-automotive 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.

Accessing CriticalFinancial 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

.


Insurance Companies Rely on MicroStrategy

Allstate Insurance

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.

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.

GEICO Corporation

Analyzing Claims DataWith 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

InsuranceCustomers Include:

Allstate Insurance

Balboa Life & Casualty

GEICO Corporation

Grange Insurance

Lloyd’s Almin PLC

Reinsurance Group of

America

UICI

Wells Fargo

Managing Client Relationships with Innovative Technology

Applications: Portfolio Analysis, Asset TrackingDeployment:• 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 arethen accessed through the Allstate intranet.

Allstate has deployed 2,000 distinct reports on 4 applications.


IBM

Data Warehouse Offeringfor Small and MediumBusinesses

• 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

Leading Technology Vendors Choose to Embed MicroStrategy Technology into their Solutions

Technology CustomersInclude:

Active IntelligenceAnnuncio SoftwareAppianApplied Digital SolutionsBlazentCCI/TriadCenterforce TechnologiesDMI SolutionsDoubleClickDST InnovisEnkata TechnologiesEpylonHyCube Technologiesi-Beacon.comI-ManyInformaticaIntelligent HorizonInterworldMagma SolutionsMyriad InformationNet PerceptionsPeoplesoftPersonifyPowerMarketProtaganaRetekSQLiaisonSybaseSystechTeevra TechnologiesTeradataYellowbrick

"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

Retek

Analyzing andPredicting RetailCustomer 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

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

Our Customers

Peoplesoft

Gaining Visibilityand Insight toBusiness Processesand 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 SingleVersion of the TruthWhile Growing WithYour 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


Sepracor, Inc.

Rapid Deployment ofScalable 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.

Mid-Market Companies Rely on MicroStrategy

Mid-Market Customersof MicroStrategyInclude:

Airlines Reporting CorporationAutoparts.comA.T. CrossArmstrong CheeseAppianBarnie’s Coffee and TeaCayenta, Inc.Celarix, Inc.Centerforce TechnologiesCentury TheatresChoicepoint, Inc.Deutsche BörseElder-Beerman StoresEnkata TechnologiesEpylonE.SpireEyretelFirst FranklinGarden RidgeJ.D. EdwardsLe Groupe Jean CoutuMarcus CorporationR.L. PolkThe Rouse CompanySepracorShoe CarnivalSouper SaladSykes EnterprisesWatkins Motor LinesWaterford/Wedgwood

Century Theaters

Replacing Manual Reportingwith Web-Based Reportingand 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 TravelAgents and Carriers UseSelf-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-goingCost 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.

Our Customers

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

Over 150 Mid-Market Companies depend on MicroStrategy


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.

User Population

Dat

aV

olu

me

50 GBOf Data

250 Users

MicroStrategyEnterprise BI

Depart-mental BI

By 2004

• 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

2004

1993

User Population

Dat

aV

olu

me

50 GBOf Data

250 Users

MicroStrategy

Existing BI Tools

In 1993MicroStrategy 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

Our Technology


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


Results from the OLAP Survey 3 (1 of 7)


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.

User Population

Data

V

olu

me

250 Users

AceHardware

Lowe’s

BritishTelecom

Hudson’sBay

Discover

AstraZeneca

GM

Lexmark

MicroStrategyEnterprise BI

Depart-mental BI

• 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

Companies are discovering that MicroStrategy’s Industrial-Strength BI Technology allows them to realize their enterprise BI aspirations.

Barriers Inherent With Cube Architectures

Our Technology


MicroStrategy Industrial-Strength BI Technology Enables Enterprise Reporting, Analysis and Information Delivery

Departmental BI Enterprise BI

Industrial-Strength BI permits companies to satisfy enterprise reporting, analysis and information delivery ambitions, providing improved business intelligence to everyone.

Reporting ProductsBusiness Objects, Cognos,

Crystal, Actuate

BI PlatformMicroStrategy

Industrial-Strength

Business Intelligence

Single StyleBI Application

All 5 Styles, Single Platform, Single Interface

All 5 Stylesof BI

User Scale100s Users1,000s to 100,000s of Users

Data Scale10s GB100s GB to Terabytes

Enterprise-caliber ITDepartmental-

Caliber IT24 x 7 OperationsMaintainable at Scale

Our Technology

1 2 3 4 51 2 3 4 5

MicroStrategy 7i


What Architectural Underpinnings Are Required to Make a BI Platform Industrial-Strength?

All 5 Styles of BI

User Scalability

Data Scalability

Enterprise-CaliberIT Infrastructure

Specific BI Engines for Each Style Supported on a Unified Backplane Delivered through A Unified Web

Interface

Zero Footprint Web Client Windows-on-the-Web Functionality Extreme Concurrency Servers Extranet-caliber Security

Highly Optimized SQL Generation Mid-Tier Analytic App Server Proprietary Performance Algorithms

24 x 7 (out-of-the-box) Powerful Centralized Admin Powerful Tools for Application

Development & Maintenance

Our Technology

Integrated Platform

Architecture

Pure Web Architecture

ROLAP

Server-Centric Architecture


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 Number and Range of Users

Incr

easi

ng

An

aly

tic

So

ph

isti

cati

on

& U

ser

Inte

rac

tiv

ity

• Advanced Analyses• Hypothesis Testing• Predictive Analysis

Statistics &Data Mining

• Canned and Parameterized Reports• Ad Hoc Query Generation and Drill Anywhere• OLAP Functionality Against the Entire Database

Ad-Hoc Query& Analysis

• OLAP Functionality Against a Data Subset (cube)• Pre-defined Analytical Views• Speed-of-Thought Slice and Dice Analysis

CubeAnalysis

• Batch Production of Printed and Web Reports• Pixel-Level Control of Field Placement• Multi-Report Scorecards and Dashboards

Enterprise Reporting

• Report Subscription and Delivery• Exception-based Alerting• Information Delivery Services

Report Delivery& Alerting

Our Technology

• Information Analysts • Business Managers • All Workers • Extranets • Consumers •


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

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

Our Technology


2(a). User Scalability: MicroStrategy Technology Was Optimized for Large Diverse User Populations, With Minimum Administrative Effort & Cost

• Parallel pipelined query execution

• Multi-threaded N-Tiered architecture

• 4-Level of shared caching

100 Users 1,000 Users 20,000 Users10,000 Users

• 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

1 2 3

Minimum HW/SW Costs Minimum AdministrationMinimum Deployment Cost

Tailored Interface For Diverse Populations

Pure Web ArchitectureHigh ConcurrencyServer Architecture

Minimum Training & User Support Costs

Our Technology

Department Division Enterprise Extranet

100,000+ Users

British Telecom


Administrator Tunes The UI Functionality

INFO CONSUMERS

INFO EXPLORERS

POWER USERS

- Parents/students- Governors- School boards

- Superintendents- County Officials- Appropriations Officials

- Budget Analysts- Principals- Teachers

- Branch Employees - Executives

- Human Resource Personnel

- Financial Service Managers - Line of Business Managers

- Store Clerks- Suppliers- Executives

- Store Managers- Category Managers- Inventory Analysts

- Marketing Analysts- Operations Analysts- Buyers

2(b). User Scalability: MicroStrategy Allows You to Tune the Level of User Functionality to Support Large and Diverse User Populations

Our Technology

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

Bank of Montreal1,000 Users

Ace Hardware6,500 Users

Ohio Dept of Ed.10,000+ Users


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

vs.

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

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

Cube FarmsMicroStrategy

Relational OLAP

Cubes for Increasing

Data Depth

Cubes for Varying Levels of Security

Cubes for EachApplication

Our Technology

vs.

Relational Database


3(b). Data Scalability: MicroStrategy Provides Optimized Performance with Databases of Any Size

150 GB 500 GB2 TB 8 TB 10 TB 15+ TB

• 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

• 15+ TB• Teradata• 2,000 Users• Inventory Analysis• Customer Analysis• Marketing Analysis

• SQL optimized for all major DBMSs

• Distributed / collaborative processing with DBMS

• Standard ODBC connections

1 2 3

Rapid Deployment On Any Major DBMS

Minimize Data Transfers and Maximize Use of DBMS

Proprietary Performance Enhancing Algorithms

ROLAP ArchitectureIntelligent SQL Generation

Maximize Efficiency of DBMS

• Multi-dimensional model of entire relational database

• Mid-tier analytic server isolates DB from routine data manipulations

• VLDB optimizations for all major DBMSs

• Support for data partitioning

• Sparse aggregate awareness

• Multi-pass SQL for query speed

• 4-Level, multi-dimensional caching

• 10 TB• Oracle• 1,500+ Users• Client Extranet• Claims Analysis• Prescription Trends

• 150 GB• SQL Server• 40 Users• Financial

Reporting• Forecasting• Sales Analysis

Our Technology


4. Enterprise-caliber IT Means Easy-to-Deploy, Easy-to-Administer, and Rock Solid to Operate

Quick Start

24 x 7 Operation(out-of-the-box)

Low-Cost, Long-Term Maintainability

• 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

• Clustering: Unix and Windows Servers• Load Balancing: Transaction-level• Hot Fail-over: Without Loss of Transaction

• System Tuning via Enterprise Manager• Automated Admin via Command Manager• App. Maintenance via Object Manager

Our Technology


MicroStrategy 7i is Now the Best Solution for Smaller-scale BI Applications

Our Technology

Data

base S

ize

High Database Scale• Relational OLAP Technology• Sophisticated Analytics

Enterprise-Caliber IT • Powerful Centralized Administration• Powerful Development & Maintenance• Easy Installation & Deployment

High User Scale • Zero Footprint • Web-Optimized• Sophisticated Security

User Population

All 5 Styles of BI1. Enterprise Reporting2. Cube Analysis3. Ad Hoc Query & Analysis4. Statistics & Data Mining5. Report Delivery & Alerting

1. Enterprise Reporting - Mass reporting for general populations

2. Cube Analysis - Simple environments of analysis fornovice 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

Delivering All 5 Styles of BI . . . And Industrial-strength IT Quality

Start with MicroStrategy

1. Implement Quickly

2. Any Style of BI

3. Enjoy the Benefits of Industrial-strength BI Technology

4. Grow Easily to Enterprise BI


Industrial-Strength BI Scales Seamlessly to Satisfy the Expanding Requirements of Successful BI Applications

End-userSelf-Service

Coordinated &Distributed Development Teams

20,000Extranet Users

100 ExcelUsers

1000

Web Users

5,000Web Users

Addl DB200GB

Addl DB100 GB

100 GB 20 TBDatabase

Extranet-CaliberSecurity

Enterprise-CaliberSecurity

Report Delivery& Alerting

ROLAP Query& Analysis

StatisticalCube

Analysis

20 IndependentBI Apps with DistributedIT Governance

5 BI Apps SharingOne BI Infrastructure

Seamless growth with little or no additional software, and with proportionally fewer IT resources

• 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

SingleBI App

20 GB

SingleDevelopment

Team

100 Web Users

Enter.Reporting

Dept Security

Our Technology


BI Application Server

MicroStrategy 7i Software Products

Intelligence Server

• 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

Administrator

• 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

Central Administration Console

IT AdministratorWindows UI

BI ArchitectWindows UI

Architect

• 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

Project Design Environment

Standard UserWeb UI

• 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 ConsumerEmail

• 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

Any Microsoft® Office UserMicrosoft® Excel, Word or PowerPoint®

• Access to MicroStrategy reports and analysis directly from Microsoft Excel, Word or PowerPoint

• Fully Microsoft.NET-compliant web services architecture

Full Function Web Interface Report Distribution Server MicroStrategy Reports via Microsoft Office

Web

Report Designer & Power UserWindows UI

• Most powerful BI development environment offered

• Intuitive interface to create reports, metrics, custom groups and all analysis objects

• Power-user interface for sophisticated analysis

Application Development Environment

Desktop

Transactor

• Extend BI applications by providing write-back capabilities to the warehouse

• Develop closed-loop BI applications integrating with ERP and other systems

• Model complex transactions and workflow

Write-back and Workflow Engine

Software EngineerERP & OLTP Systems

Analytic Modules

• 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

Pre-packaged Application Kits

Software EngineerJava, COM, XML

SDK

• 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

Open APIs for Customized Interfaces and Integration with other Systems

BI Application DesignerArchitect and Developer

Our Technology

• 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

• Enterprise reporting engine delivers the entire range of enterprise reports

• Pixel-perfect layout and design

• High-throughput production reporting and user self-service

Report Services 7i OLAP Services


MicroStrategy Technology

• Patches• New Features

MicroStrategy Technical Support

• Mission Critical• Troubleshooting

MicroStrategy Consulting

• Specialists• Best Practices

MicroStrategy Executives

• CEO, COO, CFO, CTO

Technical Advisory Services (TAS) - Introduction

Business Intelligence Customer Requirements

• Retail• Telco• Finance

MicroStrategy BI Customers’ Experience

• Government• Distribution• Healthcare

• DB/2• Oracle• Teradata

• SQL Server• Sybase• Tandem

• Web - Extranet• Web - Intranet• Windows

• Email• Portal• Custom App

• Departmental• Enterprise-wide• Suppliers

• CPG• Travel• Mfg

• Sun• HP• IBM

Configurations Deployment Type ScopeIndustry Types

MicroStrategy Technical Advisory Services TeamBI Technical

Advisory Manager

MicroStrategy Product

Specialist

RDBMS BI Tuning Specialist

Enterprise App. Specialist

Industry Specialist

Business Process Benchmarking

BI Architecture Planning & Design

Development & Deployment

StrategyProject Audit

Application Troubleshooting &

Tuning

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

Our Services


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.

This expertise is difficult for any one company to assemble as it requires industry expertise, comprehensive vendor/product knowledge, and strong BI methodological skills.

• Ongoing User Requirements Review

• Defining BI Priorities and Strategies

• Industry Benchmarking

• Ongoing Skill Development Recommendations

• Optimizing Hardware Configuration

• Optimizing Software Platform Configuration

• Optimizing Application Architecture

• Defining the Data Architecture

• Optimizing the Security Architecture

• 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 Planning

• Project Management Assessment

• Risk Management Practices

• Support Management Practices

• Training Needs Review

• 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

Business ProcessBenchmarking

BI ArchitecturePlanning & Design

Development & Deployment Strategy

Project AuditApplication Troubleshooting & Tuning

Our Services


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.

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.

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

Deep Vendor / Product Expertise

TAS Process & Methodology

• Project Success

• High ROI

• Foundation for Growth

• Dedicated Support

• Technical and Strategic Expertise

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

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

MicroStrategy Customer Network A

B

C

Our Services


Top 3 Retail Bank

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.

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.

MicroStrategy Customer Network 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?

2. How do I ensure 99.9% uptime for my electronic customer-billing and utility usage reporting application?

3. How should customer transactions be modeled in my Oracle-based CRM analytics application?

4. 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?

5. 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?

Technical Advisory Services

Deliverables

Note (1-page)

Management Brief (3-5 pages)

White Paper (5–12 pages)

Custom Deliverable

Mid Size Manufacturer

Top 50 Telco

Application: CRM DBMS: OracleDB Size: 850 GB

Users: 1,200Extranet (Y/N): NLifecycle Stage: Deployed

Top 10 Retailer (Grocery)

Large Manufacturer

Mid-Size Bank

Application: CRM DBMS: OracleDB Size: 8 TB

Users: 1,400Extranet (Y/N): YLifecycle Stage: Deployed

Top 100 Retailer (Hard Goods)

Top 20 Insurer

Application: CRM DBMS: OracleDB Size: 3 TB

Users: 760Extranet (Y/N): YLifecycle Stage: Deployment

Top 10 Retailer (Soft Goods)

Multi-Client

Analysis

Our Services


• Up to Two (2) Specialist Consultations/Quarter

• Technical Advisor

• Annual Management Letters

• Quarterly Scorecard/Audit

• Technical Account Plan and Strategy


• Quarterly Scorecard/Audit

• Technical Account Plan and Strategy

• Up to Six (6) Specialist Consultations/Quarter


• Annual CEO Services Review • Semi-Annual Management

Letters• Quarterly Scorecard/Audit• Technical Account Plan and

Strategy

Kn

ow

led

ge

Base A

ccess

Pri

ori

ty E

scala

tion

Exp

ert

ise &

S

pecia

list

Serv

ices

Bronze$50,000

200 hours

Silver$100,000400 hours

Gold$200,000 800 hours

Platinum$500,000

2000 hours

• TA Oversight To Your Technical Support Cases

• Priority Technical Support

• Bug Fix Prioritization• Direct Representation

On MSTR’s CTO Technology Direction Council



• Direct Access To CEO For New Feature Requests And Other Strategic Priorities

• Bug Fix Prioritization• Direct Representation On

MSTR’s CTO Technology Direction Council



• 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

• Up to Four (4) Specialist Consultations/Quarter


• Semi-Annual Management Letters

• Quarterly Scorecard/Audit• Technical Account Plan and

Strategy

Center of Excellence$800,000

All of Platinum’sBenefits,

PLUS:

• Two Full Time Resources

• 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

Copper$25,000

100 hours

Technical Advisory Services Configuration of Services to Match Your BI Advisory NeedsMicroStrategy’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.

• Technical Advisor (12.5 Hours Per Quarter)

• Quarterly Assessment

• High-level Technical Account Overview



Our Services


MicroStrategy Technical Support Offerings MicroStrategy Technical Support provides flexible offerings to match every customer and implementation type

SilverGold BronzeServices 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.

Premium Support Contact/Dedicated Support Engineer manages scheduled conference calls with customer to discuss open cases and project status.

Customer is provided with weekly electronic status reports which cover all issue activity and open case statuses.

Customer defect requests are prioritized ahead of Bronze customers, allowing for more timely resolution and less project impact.

Customers receive priority enrollment status in Beta Programs, which speeds rollout and ensures product stability in your environment.

Around the clock phone access to MicroStrategy’s highly trained Technical Support Engineers.

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.

Dedicated Support EngineerPrioritized Enhancement

RequestsCustomer Application

Maintained In-houseNotification of Priority

IssuesQuarterly Status On-site

Meeting

Scheduled Conference Calls

24 x 7 Support

Priority Involvement in Beta Programs

Prioritized Bug Requests

Unlimited 24 x 7 Knowledge Base Support

Weekly Status Reports

Support Liaisons

Multi-channel Contact (phone, email, web)

Software Downloads and Updates

Premium

Bronze

Premium Support Contact

Premium Support Contact acts as an any-time escalation point, responsible for account oversight and regular review of all customer cases.

4 3 23

Our Services


Bronze Support – Knowledge BaseThe 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.

Easy to use, point-n-click, web interface.

Advanced search capabilities maximize your efficiency.

Convenient ability to email links to colleagues.

A

C

B A

B

C

Our Services


Premium Bronze Support – Premium Support ContactPremium 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.

Premium Support Contact

• 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 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 pro-active communication and ensure you are synchronized with Technical Support regarding your priorities and case statuses

Customer Liaisons

Technical Support Inquiries

Technical Support Engineers

Silver/

Bro

nze

Su

pp

ort

Pre

miu

m B

ron

ze S

up

port

Technical Support Response

Our Services


Silver Support – 24 x 7 SupportSilver 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.

Bronze Support provides coverage during work-day periods only

Silver Support provides uninterrupted 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

5 am 7 am 9 am

11 am 1 pm 3 pm 5 pm 7 pm 9 pm

11 pm 1 am 3 am

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

5 am 7 am 9 am

11 am 1 pm 3 pm 5 pm 7 pm 9 pm

11 pm 1 am 3 am

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

• Business hours cutovers

• Business hours development and testing

• Local teams working standard hours in a single time zone

• Business hours loads and backups

24 x 7 Coverage

Work-day Coverage Only

Hours of Technical Support coverage

Hours without Technical Support

coverage

Our Services


Gold Support – Dedicated Support EngineerThe 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.

MicroStrategy Advanced Support

MicroStrategy Software

Engineering

MicroStrategy Corporate Executives

MicroStrategy Dedicated

Support Engineer

Gold Customer Liaisons

• 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

Our Services


Maintain

Deploy

Test

Develop

Plan

MicroStrategy Education Services: OverviewMicroStrategy has a comprehensive suite of courses designed for each development team member and end user.

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.

Casual Users – View reports through web, excel and other business intelligence tools.

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 client-server or web interface.

Training for All Technical Team Roles

Training for Full Range of End User

Skills

Our Services


MicroStrategy Education Services: Technical TrainingDevelopers can get the training they need, when they need it through two flexible training programs.

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 All Technical Team Roles

Our Services

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

Two Programs to Address Their Needs


The PEP Program is a flexible and cost-effective means of building MicroStrategy experts.

#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.

#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

Offering Description Price

PEP Initial Subscription unlimited instructor-led & online courses for 2 named users

$5,000

Add-on PEP unlimited instructor-led & online courses for 1 named user

$2,500

Add-on Online Course Subscription

unlimited online courses for 1 named user $1,250

• Standard, Advanced, & Programming courses

• Curriculum Tracks

• Certification Weeks, Exams & Projects

What’s New Series

• Covers key software changes and improvements in incremental releases

Companion Series

• Expands upon advanced topics provided in instructor-led courses

MicroStrategy Education Services: Perennial Education Pass (PEP) Program

Our Services


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.

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

Our Services

MicroStrategy Education Services: Education Packages

Educational Offering

Learning Units Required

(Redemption Value)

Cu

sto

miz

ati

on

On

sit

eR

eg

ion

al

1 Day of Onsite Training for up to 8 People

1 Day of Regional Training per Person

2 Hours of Courseware Customization



1 Day of Train-the-Trainer

(instructor certification)

Courseware Licensing for one day of content

8

9

10

8

8

1

1


10%15%20%25%

2050100150

Quarterly reporting on your enrollment history and learning unit balance

Email access to course instructor for follow-up questions after course delivery

Prioritized scheduling and staffing for onsite courses

12No show fee waived for _X number of individuals per week

12Cancellation fee waived for _X number of individuals per week

Education Advisory Manager to assist in creating your training plan

Access to educational courseware prior to onsite course delivery

Access to updated courseware detailing the latest product feature changes and enhancements

Performance warranty: Trained staff may retake any course free of charge

Quarterly Educational Review with and Escalation Priority to MicroStrategy’s Vice President of Education Services

BronzeSilverGoldPlatinumFeatures & Services`

Education Packages Include a Set of Learning Units Plus Other BenefitsMicroStrategy offers four distinct education packages that include premium features and services to ensure your development team has the exact training required.

Our Services

Built-in volume discount

Learning Units Included in Package

Price $11,700$27,625$52,000$73,125


MicroStrategy Education Services: End User TrainingMicroStrategy has two forms of training for web users, both which can be customized to their application to ensure end user adoption and success.

Casual Users – View reports through web, excel and other business intelligence tools.

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 client-server or web interface.

Training for Full Range of End User

Skills

Our Services

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

Two Offerings to Address Their Needs


MicroStrategy’s eTrainer for Web provides end users self-paced, step-by-step, hands-on instruction to build user confidence and ensure proper use and data interpretation.

eTrainer Benefits

Self-pacedEnd 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-effectiveeTrainer 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.

CustomizableeTrainer customization is easy to do, timely and cost-effective. eTrainer can incorporate your required reports and actual data.

DeployableeTrainer can be installed on a certified Web Server in less than 5 minutes and quickly accessed via any web browser. ScalableeTrainer reaches hundreds to thousands of users through 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.

MicroStrategy Education Services: eTrainer for MicroStrategy Web

Our Services


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 ensurecomprehension. Train-the-Trainer provides a scalable means for customers to conductongoing course delivery using the custom courseware.

CUSTOM CURRICULUM

ADD’L EXERCISES

CUSTOMIZED EXERCISES

FULL COURSE

CASUAL

ENTERPRISE

25-75 USERS

< 25 USERS

# USERS

AMOUNT OF CUSTOMIZATION

INTERMEDIATE

DEVELOPER

NONE

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:

• Ensures end user acceptance while mitigating project risk

• Increases student interest and material retention

• 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

Our Services

MicroStrategy Education Services: Web Essentials Kit


Choose Configurations of Software and Services to Match Your NeedsS

oft

ware

Departmental Deployment1 Application20 Web Users

Enterprise Deployment1- 5 Applications

100 – 1,000 Web & Email Users

Enterprise Deployment (Large)20+ Applications

2,000+ Web, Email, Excel Users

Web Reporter20 Users

Intelligence Server20 Users

Desktop Designer2 Users

Architect1 Users

Administrator1 User

Intelligence Server2 CPUs

Narrowcast Server (email)2 CPUs

Web Professional6 CPUs

Narrowcast Server (email, alerts) 4 CPUs

Con

su

ltin

gS

up

port

Office100 Users

Desktop Designer 50 Users

Architect10 Users

Administrator5 Users

SDK3 Users

Transactor2 CPUs

Silver Consulting• 400 on-site hours per year

Silver Technical Support SLA• 24 x 7 Emergency Access to Support

Engineers• Application configuration maintained in-

house

Gold Technical Support SLA• Dedicated support engineer familiar with your

environment• Weekly status reports and monthly conference

calls

Ed

ucati

on

Intermediate BI UsersAdvanced BI UsersBI ArchitectBI Administrator

WebAnalyst2 CPUs

Desktop Designer20 Users

Architect5 Users

Administrator3 Users

SDK2 Users

Intelligence Server6 CPUs

Bronze Technical Support SLA• Telephone support during

business hours• Access to product updates

Gold Consulting• 800 on-site hours per year

Platinum Consulting• 2,000 on-site hours per year

Certified Professionals

20211

Casual BI UsersIntermediate UsersAdvanced BI UsersBI ArchitectsBI AdministratorsInterface Designers

8005020

532

Casual BI UsersIntermediate UsersAdvanced BI UsersBI ArchitectsBI AdministratorsInterface DesignersSoftware Engineers

2000200

5010

532

2 named users

4 named users

2 named users

Certified Professionals Certified Professionals

Report Services20 Users 7i OLAP

Services2 CPUs

Report Services2 CPUs

Report Services6 CPUs

Our Offerings