Analysis of companies, products, and user strategies in the area of business intelligence. Related subjects include:
I lampoon the word “disruptive” for being badly overused. On the other hand, I often refer to the concept myself. Perhaps I should clarify.
- Market leaders serve high-end customers with complex, high-end products and services, often distributed through a costly sales channel.
- Upstarts serve a different market segment, often cheaply and/or simply, perhaps with a different business model (e.g. a different sales channel).
- Upstarts expand their offerings, and eventually attack the leaders in their core markets.
In response (this is the Innovator’s Solution part):
- Leaders expand their product lines, increasing the value of their offerings in their core markets.
- In particular, leaders expand into adjacent market segments, capturing margins and value even if their historical core businesses are commoditized.
- Leaders may also diversify into direct competition with the upstarts, but that generally works only if it’s via a separate division, perhaps acquired, that has permission to compete hard with the main business.
But not all cleverness is “disruption”.
- Routine product advancement by leaders — even when it’s admirably clever — is “sustaining” innovation, as opposed to the disruptive stuff.
- Innovative new technology from small companies is not, in itself, disruption either.
Here are some of the examples that make me think of the whole subject. Read more
|Categories: Business intelligence, Data warehousing, Hadoop, Microsoft and SQL*Server, MongoDB and 10gen, MySQL, Netezza, NewSQL, NoSQL, Oracle, Predictive modeling and advanced analytics, QlikTech and QlikView, Tableau Software||13 Comments|
I’ll start with three observations:
- Computer systems can’t be entirely tightly coupled — nothing would ever get developed or tested.
- Computer systems can’t be entirely loosely coupled — nothing would ever get optimized, in performance and functionality alike.
- In an ongoing trend, there is and will be dramatic refactoring as to which connections wind up being loose or tight.
As written, that’s probably pretty obvious. Even so, it’s easy to forget just how pervasive the refactoring is and is likely to be. Let’s survey some examples first, and then speculate about consequences. Read more
I talk with a lot of companies, and repeatedly hear some of the same application themes. This post is my attempt to collect some of those ideas in one place.
1. So far, the buzzword of the year is “real-time analytics”, generally with “operational” or “big data” included as well. I hear variants of that positioning from NewSQL vendors (e.g. MemSQL), NoSQL vendors (e.g. AeroSpike), BI stack vendors (e.g. Platfora), application-stack vendors (e.g. WibiData), log analysis vendors (led by Splunk), data management vendors (e.g. Cloudera), and of course the CEP industry.
Yeah, yeah, I know — not all the named companies are in exactly the right market category. But that’s hard to avoid.
Why this gold rush? On the demand side, there’s a real or imagined need for speed. On the supply side, I’d say:
- There are vast numbers of companies offering data-management-related technology. They need ways to differentiate.
- Doing analytics at short-request speeds is an obvious data-management-related challenge, and not yet comprehensively addressed.
2. More generally, most of the applications I hear about are analytic, or have a strong analytic aspect. The three biggest areas — and these overlap — are:
- Customer interaction
- Network and sensor monitoring
- Game and mobile application back-ends
Also arising fairly frequently are:
- Algorithmic trading
- Risk measurement
- Law enforcement/national security
- Stakeholder-facing analytics
I’m hearing less about quality, defect tracking, and equipment maintenance than I used to, but those application areas have anyway been ebbing and flowing for decades.
Well-resourced Silicon Valley start-ups typically announce their existence multiple times. Company formation, angel funding, Series A funding, Series B funding, company launch, product beta, and product general availability may not be 7 different “news events”, but they’re apt to be at least 3-4. Platfora, no exception to this rule, is hitting general availability today, and in connection with that I learned a bit more about what they are up to.
In simplest terms, Platfora offers exploratory business intelligence against Hadoop-based data. As per last weekend’s post about exploratory BI, a key requirement is speed; and so far as I can tell, any technological innovation Platfora offers relates to the need for speed. Specifically, I drilled into Platfora’s performance architecture on the query processing side (and associated data movement); Platfora also brags of rendering 100s of 1000s of “marks” quickly in HTML5 visualizations, but I haven’t a clue as to whether that’s much of an accomplishment in itself.
Platfora’s marketing suggests it obviates the need for a data warehouse at all; for most enterprises, of course, that is a great exaggeration. But another dubious aspect of Platfora marketing actually serves to understate the product’s merits — Platfora claims to have an “in-memory” product, when what’s really the case is that Platfora’s memory-centric technology uses both RAM and disk to manage larger data marts than could reasonably be fit into RAM alone. Expanding on what I wrote about Platfora when it de-stealthed: Read more
|Categories: Business intelligence, Columnar database management, Data warehousing, EAI, EII, ETL, ELT, ETLT, Hadoop, Market share and customer counts, Memory-centric data management, Platfora, Workload management||12 Comments|
If I had my way, the business intelligence part of investigative analytics — i.e. , the class of business intelligence tools exemplified by QlikView and Tableau — would continue to be called “data exploration”. Exploration what’s actually going on, and it also carries connotations of the “fun” that users report having with the products. By way of contrast, I don’t know what “data discovery” means; the problem these tools solve is that the data has been insufficiently explored, not that it hasn’t been discovered at all. Still “data discovery” seems to be the term that’s winning.
Confusingly, the Teradata Aster library of functions is now called “Discovery” as well, although thankfully without the “data” modifier. Further marketing uses of the term “discovery” will surely follow.
Enough terminology. What sets exploration/discovery business intelligence tools apart? I think these products have two essential kinds of feature:
- Query modification.
- Query result revisualization.*
|Categories: Business intelligence, Endeca, Memory-centric data management, QlikTech and QlikView, Tableau Software||8 Comments|
It’s hard to make data easy to analyze. While everybody seems to realize this — a few marketeers perhaps aside — some remarks might be useful even so.
Many different technologies purport to make data easy, or easier, to an analyze; so many, in fact, that cataloguing them all is forbiddingly hard. Major claims, and some technologies that make them, include:
- “We get data into a form in which it can be analyzed.” This is the story behind, among others:
- Most of the data integration and ETL (Extract/Transform/Load) industries, software vendors and consulting firms alike.
- Many things that purport to be “analytic applications” or data warehouse “quick starts”.
- “Data reduction” use cases in event processing.*
- Text analytics tools.
- “Forget all that transformation foofarah — just load (or write) data into our thing and start analyzing it immediately.” This at various times has been much of the story behind:
- Relational DBMS, according to their inventor E. F. Codd.
- MOLAP (Multidimensional OnLine Analytic Processing), also according to RDBMS inventor E. F. Codd.
- Any kind of analytic DBMS, or general purpose DBMS used for data warehousing.
- Newer kinds of analytic DBMS that are faster than older kinds.
- The “data mart spin-out” feature of certain analytic DBMS.
- In-memory analytic data stores.
- NoSQL DBMS that have a few analytic features.
- TokuDB, similarly.
- Electronic spreadsheets, from VisiCalc to Datameer.
- “Our tools help you with specific kinds of analyses or analytic displays.” This is the story underlying, among others:
- The business intelligence industry.
- The predictive analytics industry.
- Algorithmic trading use cases in complex event processing.*
- Some analytic applications.
*Complex event/stream processing terminology is always problematic.
My thoughts on all this start: Read more
I’m usually annoyed by lists of year-end predictions. Still, a reporter asked me for some, and I found one kind I was comfortable making.
Trends that I think will continue in 2013 include:
Growing attention to machine-generated data. Human-generated data grows at the rate business activity does, plus 0-25%. Machine-generated data grows at the rate of Moore’s Law, also plus 0-25%, which is a much higher total. In particular, the use of remote machine-generated data is becoming increasingly real.
Hadoop adoption. Everybody has the big bit bucket use case, largely because of machine-generated data. Even today’s technology is plenty good enough for that purpose, and hence justifies initial Hadoop adoption. Development of further Hadoop technology, which I post about frequently, is rapid. And so the Hadoop trend is very real.
Application SaaS. The on-premises application software industry has hopeless problems with product complexity and rigidity. Any suite new enough to cut the Gordian Knot is or will be SaaS (Software as a Service).
Newer BI interfaces. Advanced visualization — e.g. Tableau or QlikView — and mobile BI are both hot. So, more speculatively, are “social” BI (Business Intelligence) interfaces.
Price discounts. If you buy software at 50% of list price, you’re probably doing it wrong. Even 25% can be too high.
MySQL alternatives. NoSQL and NewSQL products often are developed as MySQL alternatives. Oracle has actually done a good job on MySQL technology, but now its business practices are scaring companies away from MySQL commitments, and newer short-request SQL DBMS are ready for use.
|Categories: Business intelligence, Hadoop, MySQL, NewSQL, NoSQL, Open source, Oracle, Pricing, Software as a Service (SaaS), Surveillance and privacy||3 Comments|
Merv Adrian and Doug Henschen both reported more details about Amazon Redshift than I intend to; see also the comments on Doug’s article. I did talk with Rick Glick of ParAccel a bit about the project, and he noted:
- Amazon Redshift is missing parts of ParAccel, notably the extensibility framework.
- ParAccel did some engineering to make its DBMS run better in the cloud.
- Amazon did some engineering in the areas it knows better than ParAccel — cloud provisioning, cloud billing, and so on.
“We didn’t want to do the deal on those terms” comments from other companies suggest ParAccel’s main financial take from the deal is an already-reported venture investment.
The cloud-related engineering was mainly around communications, e.g. strengthening error detection/correction to make up for the lack of dedicated switches. In general, Rick seemed more positive on running in the (Amazon) cloud than analytic RDBMS vendors have been in the past.
So who should and will use Amazon Redshift? For starters, I’d say: Read more
|Categories: Amazon and its cloud, Business intelligence, Cloud computing, Data mart outsourcing, Data warehousing, Infobright, ParAccel, Predictive modeling and advanced analytics, Pricing, Vertica Systems||4 Comments|
Business intelligence dashboards are frequently bashed. I slammed them back in 2006 and 2007. Mark Smith dropped the hammer last August. EIS, the most dashboard-like pre-1990s analytic technology, was also the most reviled. There are reasons for this disdain, but even so dashboards shouldn’t be dismissed entirely.
In essence, I’d say:
- Dashboards are overrated and oversold.
- They are useful even so.
- Their usefulness is ebbing as technology advances.
In particular: Read more
Imagine a website whose purpose is to encourage consumers to take actions — for example to click on an ad, click on the next page, or actually make a purchase. Best practices for such a site include:
- An ever-evolving user experience, informed by — among other factors — creativity, brand identity, the vendor’s evolving product line itself, and …
- … predictive modeling.
- Personalization based on predictive modeling.
Those predictive models themselves will keep changing, because:
- Organizations learn.
- Consumer tastes change.
- More or different kinds of data keep becoming available.
In that situation, what would it mean to offer the website owner a predictive modeling “application”? Read more