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Analytics for All
Welcome to the Future




         Patrick Morrissey
         VP Marketing
         pmorrissey@tidemark.net
            @patmorrissey
         April 25, 2012
Analytics for All Agenda
Join the discussion: #tidechat on Twitter



• The Future of Analytics
   – R Ray Wang, Constellation Research

• Analytics for All
   – Patrick Morrissey, Tidemark

• Tidemark Demo
   – Jennifer Maddox, Tidemark

• Q&A
                                          R “Ray” Wang
                                          Principal Analyst, CEO
                                          Constellation Research
                                          www.constellationrg.com
                                              @rwang0

                                                                    2
Understand The Forces Of
                                            Consumerization




                                                                                        3
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Five consumer trends will dominate the
         shift from engagement to experience




                                                                                                        Video and
                                                                                         Infographics
              Mobile                                 Social       Cloud                   & Big Data     Unified
                                                                                                         Comms


                                            Design Thinking Inspired User Experience

                                                                                                                    4
© 2010 - 2012 Constellation Research, Inc. All rights reserved.    Client Confidential
Smartphone users seek deeper experiences




                                                                                        5
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Social networks deliver connected
         experiences
                                                         Twitter – I need to pee
                                                         Facebook – I peed
                                                         Google+ - More pee
                                                         FourSquare – I’m peeing here
                                                         Pinterest– My pee scrapbook
                                                         You Tube – Watch me pee
                                                         LinkedIn – I pee well
                                © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                                            6
© 2010 - 2012 Constellation Research, Inc. All rights reserved.                       Client Confidential
Location data proliferates with social/mobile




  Source: Photostats and Dear Future Astronaut AB

                                                                                        7
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Social, mobile, and location create huge
         amounts of data to mine for context




                                                                      Big Data



                                © 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                                            8
© 2010 - 2012 Constellation Research, Inc. All rights reserved.                       Client Confidential
9
        Visualizations and context allow users to
        Translating data to deliver information and insight
        put big data to use




                                                                                            9
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Shift From Engagement To Experience




© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Moving beyond systems of engagement




 © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                              11
© 2010 - 2012 Constellation Research, Inc. All rights reserved.         Client Confidential
The future is experiential systems
            Dynamic user                                          Business process                Community
             experiences                                          & value focused                connectedness
     • Role-based                                                 • Agility &                   • Segmented
       design                                                       flexibility                   value chains
     • Bionic                                                     • Outcome-                      and networks
       interfaces                                                   focused &                   • Immersive
     • Contextually                                                 results-oriented              information
       aware &                                                    • Proactive,                  • Pervasively
       relevant                                                     predictive, &                 social
     • Right time                                                   actionable                  • Self-learning &
       delivery of                                                                                self-aware
       information
 © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved.

                                                                                                                    12
© 2010 - 2012 Constellation Research, Inc. All rights reserved.           Client Confidential
The future of analytics will align w/
         internal and external engagement
         processes




    © 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                          13
© 2010 - 2012 Constellation Research, Inc. All rights reserved.     Client Confidential
Buyer Preferences




                                                                                        14
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Expectations from next gen analytics




 Source: Software Insider Survey: Expectations from analytics Q1 2012 n - 332
 © 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                                      15
© 2010 - 2012 Constellation Research, Inc. All rights reserved.                 Client Confidential
Expectations from next gen analytics




              Source: Software Insider Survey: Expectations from analytics Q1 2012 n - 332
              © 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                                         16
© 2010 - 2012 Constellation Research, Inc. All rights reserved.                    Client Confidential
The Information Supply Chain




                                                                                                                              Downstream Data Consumption
                                                                    Transform
        Upstream Data Sources




                                                  Classify                                       Augment


                                                                  Information
                                                                                                           Archive
                                                                  Supply Chain

                                                  Refresh                                        Secure              Retire



                                                                     Deliver


     Copyright © 2011 – 2012 R Wang and Insider Associates, LLC. All rights reserved.


                                                                                                                                             17
                                                                                                                                             17
© 2010 - 2012 Constellation Research, Inc. All rights reserved.            Client Confidential
From engagement to experience
        How disruptive technologies and new business models affect business operations




                                                                                     Big Data,
                                       NextGen
       Future of                                                    Matrix          Analytics,      Technology    CoIT and the
                                       Customer
         Work                                                     Commerce         Performance     Optimization   New C-Suite
                                      Experience
                                                                                   Management


                                       Moving From Transactions To Personal Fulfillment Systems


 © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved.




                                                                                                                             18
© 2010 - 2012 Constellation Research, Inc. All rights reserved.              Client Confidential
Next Steps




                                                                                            19
© 2010 - 2012 Constellation Research, Inc. All rights reserved.       Client Confidential
Consumerization of IT means a balance
          between consumer tech vs enterprise class
                                                                                      Geos

                                   Simple                                                                          Safe




                                                                                                                              IT Requirements
                                                                                   Business
       Business Needs



                                                                                   Models

                                                                                    Org
                                                                                 Structures
                                 Scalable                                                                         Secure
                                                                                   Value
                                                                                  Networks

                                       Sexy                                      Disruptive                     Sustainable
                                                                                Technology
                        © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved.


                                                                                                                                                20
© 2010 - 2012 Constellation Research, Inc. All rights reserved.                           Client Confidential
Three goals to focus on when
         dealing with the future

                                                                   Navigating
                                                                   Disruptive
                                                                  Technologies




                                                                                             21
© 2010 - 2012 Constellation Research, Inc. All rights reserved.        Client Confidential
5 simple steps to success


                           Begin w/ the end in mind


                                    Identify cost optimization to pay for innovation


                                       Apply design thinking to reevaluate business models


                                    Determine which disruptive technologies to adopt and not adopt


                           Fail fast, iterate, and keep experimenting


                                                                                                     22
© 2010 - 2012 Constellation Research, Inc. All rights reserved.   Client Confidential
Bottom line – efforts must increase business
                       value while reducing technology costs
                                   Value Chain
      Complexity of Requirements




                                    Enterprise
                                                 Impact




                                        Dept.




                                                                  Cost of Technology Delivery
                                                          > 5%          2.5- 5%                     0 -2.5%   <1%
                                                                       Percentage of Revenue
                                                                                                                    23
© 2010 - 2012 Constellation Research, Inc. All rights reserved.               Client Confidential
Our Mission
Analytics for everyone, everyday

    Smart apps that work       Cloud delivery so you can
     the way you want            focus on the business




 Unlock analytics for everyone in the enterprise
 with applications that work the way you want
                                                           24
Using the power of the cloud
No hardware, no software, no data centers

 Internet access and a browser are   Any device, any location,
         all that is required          seamless experience




                                                                 25
Enterprises are in the cloud
Leaders have emerged




                             Productivity

        Virtualization                             ERP




Collaboration
                                                         CRM




                         Analytics / Performance
                              Management                       26
What about finance & ops?
Plans don’t match organizational reality


                           Budgets don’t match plans

                                  Capacity doesn’t match forecast

                                     Service doesn’t match value


                                        Resources are mismanaged

                                           Everyone has a spreadsheet




                                           …and the customer suffers



                                                                    27
Mint.com shows a better way
Analytics that just work

     Business is stuck with    Consumers get easy to use
   spreadsheets and old apps    analytics on any device




                                       Source: Mint.com    28
US Sugar takes to the field
Real time information and access made easy

    “Tidemark is used by everyone from senior executives to
                  farm managers in the field.”
                                - Luke Umphries, Director FP&A




                                      Customer Profile
                                      • $1B Manufacturing / Agriculture

                                      • Legacy systems / PDF Reports

                                      • Match forecast to climate data

                                      • A solution that works anywhere



                                                                         29
Trends, plans and analysis
Working anywhere with context




  Enterprise apps                    Feeds, social and
  and run time                       unstructured data
  systems                            sources




         Structured data        Unstructured data
                                                         30
Acosta steps out of the past
  Executives, ops, and finance get connected



  “They (executives) go to CNN,
  Yahoo and Google for financial
   information from outside the
            company…”
                                      Customer Profile
                                      • $1B sales and marketing company
“…We want financial information
inside the company to work the
                                      • Planning by brand, region, promotion
          same way. “
                                      • Plan input: Cost to serve
                    - Sean Anthony
           VP Treasury and Planning
                                      • Sales and marketing self service




                                                                           31
Information to action
Performance panels deliver business insight



                                         Right time, Real time



                                         Detailed performance



                                         Detect and Act




                                                             32
Platinum Means Analytics
Planning and budgeting integrated to Workday




                            “Our workforce is young, and
                             they they expect a different
                             experience. With Tidemark,
                            everyone gets that they need
                                 to manage better.”

                                               - Mitch Patel,
                                        CEO




                                                                33
Built to be mobile first
Easy to use enterprise analytics on the iPad


                                               Easy to use




                                           Full featured mobile




                                               Available anywhere




                                                                34
Planning for Everyone
Bringing the data to life on a single platform

                                        Financial
                                        Planning




                           PERFORMANCE          COMPLIANCE

  Metrics                                                                Operational
  Management        CALCULATIONS                      ROLES AND           Planning
  / Reporting                                         COLLABORATION

                 PROCESS
                                                              RISK AND
                                                              CONTROLS

        Prebuilt EPM              Real-Time Analytics
 APPS                         Enterprise Grade Security &                         APPS
        Foundation
                                       Availability
    Structured                                                        Unstructured
                            NATIVE CLOUD PLATFORM



                                                                                         35
Tidemark Demo
Jennifer Maddox
Director, Product Marketing
Analytics for all
Smart apps to transform how you work


      Smart apps that work    Cloud delivery so you can
       the way you want         focus on the business




                                                          37
Q&A
Join the discussion: #tidechat on Twitter



Time for your questions




                                      R “Ray” Wang
                                      Principal Analyst, CEO
      @TidemarkEPM                    Constellation Research
      facebook.com/Tidemark           www.constellationrg.com
   Events@tidemark.net                    @rwang0

                                                                38
Thank You

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Analytics for All Webinar April 25

  • 1. Analytics for All Welcome to the Future Patrick Morrissey VP Marketing pmorrissey@tidemark.net @patmorrissey April 25, 2012
  • 2. Analytics for All Agenda Join the discussion: #tidechat on Twitter • The Future of Analytics – R Ray Wang, Constellation Research • Analytics for All – Patrick Morrissey, Tidemark • Tidemark Demo – Jennifer Maddox, Tidemark • Q&A R “Ray” Wang Principal Analyst, CEO Constellation Research www.constellationrg.com @rwang0 2
  • 3. Understand The Forces Of Consumerization 3 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 4. Five consumer trends will dominate the shift from engagement to experience Video and Infographics Mobile Social Cloud & Big Data Unified Comms Design Thinking Inspired User Experience 4 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 5. Smartphone users seek deeper experiences 5 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 6. Social networks deliver connected experiences Twitter – I need to pee Facebook – I peed Google+ - More pee FourSquare – I’m peeing here Pinterest– My pee scrapbook You Tube – Watch me pee LinkedIn – I pee well © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved. 6 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 7. Location data proliferates with social/mobile Source: Photostats and Dear Future Astronaut AB 7 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 8. Social, mobile, and location create huge amounts of data to mine for context Big Data © 2012 R Wang & Insider Associates, LLC. All rights reserved. 8 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 9. 9 Visualizations and context allow users to Translating data to deliver information and insight put big data to use 9 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 10. Shift From Engagement To Experience © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 11. Moving beyond systems of engagement © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved. 11 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 12. The future is experiential systems Dynamic user Business process Community experiences & value focused connectedness • Role-based • Agility & • Segmented design flexibility value chains • Bionic • Outcome- and networks interfaces focused & • Immersive • Contextually results-oriented information aware & • Proactive, • Pervasively relevant predictive, & social • Right time actionable • Self-learning & delivery of self-aware information © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved. 12 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 13. The future of analytics will align w/ internal and external engagement processes © 2012 R Wang & Insider Associates, LLC. All rights reserved. 13 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 14. Buyer Preferences 14 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 15. Expectations from next gen analytics Source: Software Insider Survey: Expectations from analytics Q1 2012 n - 332 © 2012 R Wang & Insider Associates, LLC. All rights reserved. 15 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 16. Expectations from next gen analytics Source: Software Insider Survey: Expectations from analytics Q1 2012 n - 332 © 2012 R Wang & Insider Associates, LLC. All rights reserved. 16 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 17. The Information Supply Chain Downstream Data Consumption Transform Upstream Data Sources Classify Augment Information Archive Supply Chain Refresh Secure Retire Deliver Copyright © 2011 – 2012 R Wang and Insider Associates, LLC. All rights reserved. 17 17 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 18. From engagement to experience How disruptive technologies and new business models affect business operations Big Data, NextGen Future of Matrix Analytics, Technology CoIT and the Customer Work Commerce Performance Optimization New C-Suite Experience Management Moving From Transactions To Personal Fulfillment Systems © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved. 18 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 19. Next Steps 19 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 20. Consumerization of IT means a balance between consumer tech vs enterprise class Geos Simple Safe IT Requirements Business Business Needs Models Org Structures Scalable Secure Value Networks Sexy Disruptive Sustainable Technology © 2011 - 2012 R Wang & Insider Associates, LLC. All rights reserved. 20 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 21. Three goals to focus on when dealing with the future Navigating Disruptive Technologies 21 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 22. 5 simple steps to success Begin w/ the end in mind Identify cost optimization to pay for innovation Apply design thinking to reevaluate business models Determine which disruptive technologies to adopt and not adopt Fail fast, iterate, and keep experimenting 22 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 23. Bottom line – efforts must increase business value while reducing technology costs Value Chain Complexity of Requirements Enterprise Impact Dept. Cost of Technology Delivery > 5% 2.5- 5% 0 -2.5% <1% Percentage of Revenue 23 © 2010 - 2012 Constellation Research, Inc. All rights reserved. Client Confidential
  • 24. Our Mission Analytics for everyone, everyday Smart apps that work Cloud delivery so you can the way you want focus on the business Unlock analytics for everyone in the enterprise with applications that work the way you want 24
  • 25. Using the power of the cloud No hardware, no software, no data centers Internet access and a browser are Any device, any location, all that is required seamless experience 25
  • 26. Enterprises are in the cloud Leaders have emerged Productivity Virtualization ERP Collaboration CRM Analytics / Performance Management 26
  • 27. What about finance & ops? Plans don’t match organizational reality Budgets don’t match plans Capacity doesn’t match forecast Service doesn’t match value Resources are mismanaged Everyone has a spreadsheet …and the customer suffers 27
  • 28. Mint.com shows a better way Analytics that just work Business is stuck with Consumers get easy to use spreadsheets and old apps analytics on any device Source: Mint.com 28
  • 29. US Sugar takes to the field Real time information and access made easy “Tidemark is used by everyone from senior executives to farm managers in the field.” - Luke Umphries, Director FP&A Customer Profile • $1B Manufacturing / Agriculture • Legacy systems / PDF Reports • Match forecast to climate data • A solution that works anywhere 29
  • 30. Trends, plans and analysis Working anywhere with context Enterprise apps Feeds, social and and run time unstructured data systems sources Structured data Unstructured data 30
  • 31. Acosta steps out of the past Executives, ops, and finance get connected “They (executives) go to CNN, Yahoo and Google for financial information from outside the company…” Customer Profile • $1B sales and marketing company “…We want financial information inside the company to work the • Planning by brand, region, promotion same way. “ • Plan input: Cost to serve - Sean Anthony VP Treasury and Planning • Sales and marketing self service 31
  • 32. Information to action Performance panels deliver business insight Right time, Real time Detailed performance Detect and Act 32
  • 33. Platinum Means Analytics Planning and budgeting integrated to Workday “Our workforce is young, and they they expect a different experience. With Tidemark, everyone gets that they need to manage better.” - Mitch Patel, CEO 33
  • 34. Built to be mobile first Easy to use enterprise analytics on the iPad Easy to use Full featured mobile Available anywhere 34
  • 35. Planning for Everyone Bringing the data to life on a single platform Financial Planning PERFORMANCE COMPLIANCE Metrics Operational Management CALCULATIONS ROLES AND Planning / Reporting COLLABORATION PROCESS RISK AND CONTROLS Prebuilt EPM Real-Time Analytics APPS Enterprise Grade Security & APPS Foundation Availability Structured Unstructured NATIVE CLOUD PLATFORM 35
  • 37. Analytics for all Smart apps to transform how you work Smart apps that work Cloud delivery so you can the way you want focus on the business 37
  • 38. Q&A Join the discussion: #tidechat on Twitter Time for your questions R “Ray” Wang Principal Analyst, CEO @TidemarkEPM Constellation Research facebook.com/Tidemark www.constellationrg.com Events@tidemark.net @rwang0 38