Analysis of SAP AG, and most especially its memory-centric BI Accelerator technology. Also covered are SAP’s overall database, connectivity, and analytics strategies. Related subjects include:

November 11, 2015

Issues in enterprise application software

1. I think the next decade or so will see much more change in enterprise applications than the last one. Why? Because the unresolved issues are piling up, and something has to give. I intend this post to be a starting point for a lot of interesting discussions ahead.

2. The more technical issues I’m thinking of include:

We also always have the usual set of enterprise app business issues, including:

And perhaps the biggest issue of all, intertwined with most of the others, is:

Read more

October 7, 2015

Notes on packaged applications (including SaaS)

1. The rise of SAP (and later Siebel Systems) was greatly helped by Anderson Consulting, even before it was split off from the accounting firm and renamed as Accenture. My main contact in that group was Rob Kelley, but it’s possible that Brian Sommer was even more central to the industry-watching part of the operation. Brian is still around, and he just leveled a blast at the ERP* industry, which I encourage you to read. I agree with most of it.

*Enterprise Resource Planning

Brian’s argument, as I interpret it, boils down mainly to two points:

I’d add that SaaS (Software As A Service)/on-premises tensions aren’t helping incumbent vendors either.

But no article addresses all the subjects it ideally should, and I’d like to call out two omissions. First, what Brian said is in many cases applicable just to large and/or internet-first companies. Plenty of smaller, more traditional businesses could get by just fine with no more functionality than is in “Big ERP” today, if we stipulate that it should be:

Read more

November 30, 2014

Thoughts and notes, Thanksgiving weekend 2014

I’m taking a few weeks defocused from work, as a kind of grandpaternity leave. That said, the venue for my Dances of Infant Calming is a small-but-nice apartment in San Francisco, so a certain amount of thinking about tech industries is inevitable. I even found time last Tuesday to meet or speak with my clients at WibiData, MemSQL, Cloudera, Citus Data, and MongoDB. And thus:

1. I’ve been sloppy in my terminology around “geo-distribution”, in that I don’t always make it easy to distinguish between:

The latter case can be subdivided further depending on whether multiple copies of the data can accept first writes (aka active-active, multi-master, or multi-active), or whether there’s a clear single master for each part of the database.

What made me think of this was a phone call with MongoDB in which I learned that the limit on number of replicas had been raised from 12 to 50, to support the full-replication/latency-reduction use case.

2. Three years ago I posted about agile (predictive) analytics. One of the points was:

… if you change your offers, prices, ad placement, ad text, ad appearance, call center scripts, or anything else, you immediately gain new information that isn’t well-reflected in your previous models.

Subsequently I’ve been hearing more about predictive experimentation such as bandit testing. WibiData, whose views are influenced by a couple of Very Famous Department Store clients (one of which is Macy’s), thinks experimentation is quite important. And it could be argued that experimentation is one of the simplest and most direct ways to increase the value of your data.

3. I’d further say that a number of developments, trends or possibilities I’m seeing are or could be connected. These include agile and experimental predictive analytics in general, as noted in the previous point, along with:  Read more

September 7, 2014

An idealized log management and analysis system — from whom?

I’ve talked with many companies recently that believe they are:

At best, I think such competitive claims are overwrought. Still, it’s a genuinely important subject and opportunity, so let’s consider what a great log management and analysis system might look like.

Much of this discussion could apply to machine-generated data in general. But right now I think more players are doing product management with an explicit conception either of log management or event-series analytics, so for this post I’ll share that focus too.

A short answer might be “Splunk, but with more analytic functionality and more scalable performance, at lower cost, plus numerous coupons for free pizza.” A more constructive and bottoms-up approach might start with:  Read more

July 14, 2014

21st Century DBMS success and failure

As part of my series on the keys to and likelihood of success, I outlined some examples from the DBMS industry. The list turned out too long for a single post, so I split it up by millennia. The part on 20th Century DBMS success and failure went up Friday; in this one I’ll cover more recent events, organized in line with the original overview post. Categories addressed will include analytic RDBMS (including data warehouse appliances), NoSQL/non-SQL short-request DBMS, MySQL, PostgreSQL, NewSQL and Hadoop.

DBMS rarely have trouble with the criterion “Is there an identifiable buying process?” If an enterprise is doing application development projects, a DBMS is generally chosen for each one. And so the organization will generally have a process in place for buying DBMS, or accepting them for free. Central IT, departments, and — at least in the case of free open source stuff — developers all commonly have the capacity for DBMS acquisition.

In particular, at many enterprises either departments have the ability to buy their own analytic technology, or else IT will willingly buy and administer things for a single department. This dynamic fueled much of the early rise of analytic RDBMS.

Buyer inertia is a greater concern.

A particularly complex version of this dynamic has played out in the market for analytic RDBMS/appliances.

Otherwise I’d say:  Read more

March 28, 2014

NoSQL vs. NewSQL vs. traditional RDBMS

I frequently am asked questions that boil down to:

The details vary with context — e.g. sometimes MySQL is a traditional RDBMS and sometimes it is a new kid — but the general class of questions keeps coming. And that’s just for short-request use cases; similar questions for analytic systems arise even more often.

My general answers start:

In particular, migration away from legacy DBMS raises many issues:  Read more

March 6, 2014

Splunk and inverted-list indexing

Some technical background about Splunk

In an October, 2009 technical introduction to Splunk, I wrote (emphasis added):

Splunk software both reads logs and indexes them. The same code runs both on the nodes that do the indexing and on machines that simply emit logs.

It turns out that the bolded part was changed several years ago. However, I don’t have further details, so let’s move on to Splunk’s DBMS-like aspects.

I also wrote:

The fundamental thing that Splunk looks at is an increment to a log – i.e., whatever has been added to the log since Splunk last looked at it.

That remains true. Confusingly, Splunk refers to these log increments as “rows”, even though they’re really structured and queried more like documents.

I further wrote:

Splunk has a simple ILM (Information Lifecycle management) story based on time. I didn’t probe for details.

Splunk’s ILM story turns out to be simple indeed.

Finally, I wrote:

I get the impression that most Splunk entity extraction is done at search time, not at indexing time. Splunk says that, if a <name, value> pair is clearly marked, its software does a good job of recognizing same. Beyond that, fields seem to be specified by users when they define searches.


I have trouble understanding how Splunk could provide flexible and robust reporting unless it tokenized and indexed specific fields more aggressively than I think it now does.

The point of what I in October, 2013 called

a high(er)-performance data store into which you can selectively copy columns of data

and which Splunk enthusiastically calls its “High Performance Analytic Store” is to meet that latter need.

Inverted-list indexing

Inverted list technology is confusing for several reasons, which start:  Read more

January 3, 2014

Notes on memory-centric data management

I first wrote about in-memory data management a decade ago. But I long declined to use that term — because there’s almost always a persistence story outside of RAM — and coined “memory-centric” as an alternative. Then I relented 1 1/2 years ago, and defined in-memory DBMS as

DBMS designed under the assumption that substantially all database operations will be performed in RAM (Random Access Memory)

By way of contrast:

Hybrid memory-centric DBMS is our term for a DBMS that has two modes:

  • In-memory.
  • Querying and updating (or loading into) persistent storage.

These definitions, while a bit rough, seem to fit most cases. One awkward exception is Aerospike, which assumes semiconductor memory, but is happy to persist onto flash (just not spinning disk). Another is Kognitio, which is definitely lying when it claims its product was in-memory all along, but may or may not have redesigned its technology over the decades to have become more purely in-memory. (But if they have, what happened to all the previous disk-based users??)

Two other sources of confusion are:

With all that said, here’s a little update on in-memory data management and related subjects.

And finally,

November 10, 2013

RDBMS and their bundle-mates

Relational DBMS used to be fairly straightforward product suites, which boiled down to:

Now, however, most RDBMS are sold as part of something bigger.

Read more

November 8, 2013

Comments on the 2013 Gartner Magic Quadrant for Operational Database Management Systems

The 2013 Gartner Magic Quadrant for Operational Database Management Systems is out. “Operational” seems to be Gartner’s term for what I call short-request, in each case the point being that OLTP (OnLine Transaction Processing) is a dubious term when systems omit strict consistency, and when even strictly consistent systems may lack full transactional semantics. As is usually the case with Gartner Magic Quadrants:

Anyhow:  Read more

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