MOBILE INTELLIGENCE
Business Intelligence Solutions
for Retail
Leader in Business Intelligence for Over 20 Years
Business Intelligence (BI)
The process of transforming raw data into meaningful information to enable
more effective business insight and decision-making
MicroStrategy, Incorporated (NASDAQ: MSTR)
• Founded in 1989
• Leading independent business intelligence software vendor
• Over 1 million business users at over 3,000 organizations
• Direct operations in 42 cities in 23 countries around the world
• Over 70 patents pending or issued
Leader in Retail Business Intelligence
8 of the Top 10 Global Retailers Use MicroStrategy
MicroStrategy Supports Over 300 Retail Companies Around the World
• Aéropostale • Ahold
• Applebee’s International Inc. • Burlington Coat Factory • Cabela’s
• Carrefour
• Charming Shoppes • The Container Store • CVS Caremark • Darden Restaurants • David’s Bridal
• Dick’s Sporting Goods • eBay
• GUESS?, Inc. • Hallmark Cards • Hard Rock Café • Harris Teeter
• Hudson’s Bay Company • Limited Brands
• Liz Claiborne • Lowe’s Companies • METRO Group • Michaels Stores • Micro Electronics, Inc. • Netflix
• O’Reilly Automotive • Overstock.com • Pacific Sunwear • Petco Animal Supplies • Priceline
• Shoppers Drug Mart • Skechers USA
• Starbucks Corporation • Sterling Jewelers • Victoria’s Secret, Inc. • Whole Foods Market • Yahoo!
Retail Customer Success Stories
Driving Customer Analytics and
Vendor Management at a Global
Supermarket Chain
Netherlands-based Ahold uses MicroStrategy to conduct sales and customer analyses at its Albert Heijn supermarkets and other Ahold holdings in Europe and the United States. Approximately 3,000 employees at Albert Heijn use MicroStrategy to analyze more than 18 terabytes of data, running 150,000 reports each week. Albert Heijn also provides an extranet for suppliers to run daily sales analyses, and its customers can shop online and review their purchase history for the previous three months.
Providing Insight Into Customers and
Store Operations Across the Company
MicroStrategy’s integrated business intelligence platform supports a wide range of reporting and analysis applications for Hallmark, providing insights into business performance across the company. Retail and sales productivity applications provide company-wide insight into product performance across various channels, product groups, and business units. MicroStrategy-based applications also analyze the effectiveness of consumer marketing campaigns, and consumer market basket and cross-buying behavior.Gaining Valuable Insight Into Retail
Sales Trends and Performance Using
Mobile Technology
GUESS chose MicroStrategy to develop an iPad app that allows its executives, designers, and merchants to analyze sales performance. GUESS users access 13 dashboards captured in one, easy-to-use app that highlights prevalent sales trends. For example, executives can review sales performance by region, margins, and trend information.
Gaining Customer Insight to Promote
High Customer Satisfaction
Netflix uses MicroStrategy for reporting and analysis of financial data and marketing campaigns. With MicroStrategy, Netflix users gain valuable insight into critical data to enhance its marketing programs and better serve its subscriber base of more than 20 million members.
Retail Customer Success Stories
Improving Merchandising,
Customer Analytics, and
Vendor Management for a
Global Retailer
Over 10,000 users across METRO Group perform reporting and analysis against a 70 TB data warehouse. MicroStrategy supports numerous business intelligence applications, encompassing merchandising, marketing, market basket analysis, category management, reporting and strategic business planning, and advertising effectiveness studies. METRO Group leverages MicroStrategy within an extranet to perform in-depth operations, sales, product, and supply chain analyses.
Multiple BI Applications for
Insightful Operational Reports
and Dashboards
Ross Stores, Inc. is recognized in the Enterprise Deployment category. Across its enterprise, Ross Stores has deployed eight large-scale MicroStrategy applications, primarily focused on Merchandising, Store Operations, Store Score Carding, Loss Prevention, and Supply Chain Efficiencies. In addition, Ross Stores relies on the MicroStrategy platform to provide labor management reporting. Ross Stores, Inc., a Fortune 500 and NASDAQ 100 (ROST) company headquartered in Pleasanton, California, is the nation’s second largest off-price retailer.
Analyzing Sales and Operational
Data, Improving Connections to
Suppliers
Whole Foods Market is using MicroStrategy to analyze sales and operational data across its 275 stores in North America and the United Kingdom. MicroStrategy is being utilized by BI users throughout the organization for detailed insights into product sales. In addition, Whole Foods Market has enabled its suppliers and vendors to view sales data for their specific product lines through a MicroStrategy-based application.
ROSS
Stores, Inc.
Using the Full Power of
MicroStrategy for Merchandising,
Operations, Customer Analysis,
and Vendor Management
Lowe’s currently has a number of MicroStrategy-based BI applications that support thousands of employees across a variety of business functions. Lowe’s employees use the data to manage inventory, improve margins, review market specificity, and identify sales opportunities. Lowe’s also uses BI to track millions of store items against billions of transaction records to assist in the management of stock levels at its stores. In addition, Lowe’s uses BI to help its suppliers and vendors monitor the performance of their products.
Solutions for Retail
Eliminate Stockouts and Overstocks
Anywhere, Anytime
Retailers face immense pressure to balance inventory levels with in-stock positions while maintaining assortments that are relevant and fresh. Buyers and merchandise managers need to be constantly on-the-go either in team meetings, traveling overseas for a buying trip, or working hand-in-hand with vendors. Whether at their desk or on-the-go, this job requires mobility and constant connectivity to respond to consumer demand, seasonal trends, and fashion styles, all to ensure that customers get the right products. The Merchandise Analysis app is designed to improve inventory decisions. Users can quickly accelerate shipments by evaluating top-selling products, make markdown decisions based on seasonal sell-through, cancel shipments for bottom-selling products, and communicate more effectively with vendors. Significantly reduce costs, eliminate the expense of stock-outs and overstocks, and make powerful, rapid decisions from the palm of your hand!
Merchandising
Solutions for Retail
Keep Store Managers on the Selling
Floor, Not Behind a Desk. Give Them
the Right Information at the Right
Time to Make the Right Decisions.
Store managers are more effective when they are out on the selling floor, not in a back office. The old paradigm of paper reporting or even web/desktop is now becoming obsolete. Mobility empowers field managers in stores to make near real-time decisions regarding inventory, promotions, pricing, staffing, and store design. Mobile store operations reporting keeps the store managers where they should be: in the store, on the selling floor.Store managers can see, at regular intervals throughout the day, how their sales are performing compared to last year, giving them the information and tools to improve performance. Store traffic information delivers detail on a store’s performance: Units per Transaction, Average Transactions (Units and $), Conversion Rates, and Sales per Payroll Hour are all provided in the mobile BI app. Relevant, filtered information delivered when and where it is needed helps store personnel identify anomalies in their operations and drive immediate action in the areas of labor scheduling, customer service, merchandise display, promotional signage, potential stock shortfalls caused by local market conditions, and more.
Store Operations
iPad 1:55 PM 100%
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Solutions for Retail
Understand Your Most Valuable
Customers. Target Them to
Maximize Profits and Loyalty
World-class retailers are increasingly focused on understanding and leveraging all customer touch points, from granular in-store transactional data to online store and web search information to mobile data, in order to most effectively target customers to maximize profits and customer loyalty.Providing state-of-the-art customer analytics, MicroStrategy enables retailers to integrate and analyze the ever-expanding universe of data to obtain valuable insights about customer behavior, buying patterns, and consumer preferences.
What Can You Do With Customer Analytics?
Discover who your customers are. Identify their unique characteristics, and know what products they purchase and why. Track the impact of promotions on customer baskets as they move through your stores and provide a holistic view of all of their behaviors. Tap into their transactional data to connect the dots between customers, stores, products, and promotions. Move beyond basic segmentation, personas, and list pulls to create targeted
micro-segments – highly-refined groups of customers based on user-defined characteristics.
Once you understand your customer at this level, you can align effective tactics to tailored customer segments to surround them with a holistic shopping
experience. Enable business users in marketing and merchandising to seamlessly integrate insight with promotion planning, weekly flyers, planograms, store assortments, and more. Boost offer
performance. Drive larger baskets. Increase sales, customer profitability, and customer loyalty.
Customer Analytics
iPad 1:55 PM 100%
Solutions for Retail
Analyze Vendor Performance, Drive
Improvement, and Strengthen
Negotiations. Improve Performance
Across the Supply Chain
MicroStrategy is committed to helping retailers realize value across the entire product supply chain. Managing vendors in today’s environment requires you to know what is happening in the supply chain real-time, enabling you to make rapid decisions to optimize performance and to strengthen your negotiations on price and quality. A comprehensive Vendor Scorecard gives you the right information to take the right action at the right time. A Vendor Portal provides a platform for collaborating with vendors, enabling timely, valuable business insight, driving efficiencies in cost containment and improving sales performance. All controlled by you. Revitalize your approach to vendor intelligence with MicroStrategy’s Retail Vendor Portal Solution. Jointly improve performance by providing a common view of the following:
• How are my products / categories performing? • Where do I have issues with product sales, returns,
or excess inventory?
• How am I performing operationally in delivering product?
• What is the true profit contribution of each product?
• What are the results of my promotion efforts? • How can I be more effective with the use of
promotional funds?
• How are my products forecasted to sell? How many products to produce?
• What is the profit contribution of private label products?
Vendor Management
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The MicroStrategy Difference
MicroStrategy Retail Solution Map
Corporate Solutions
Planning Solutions
Vendor / Buyer Solutions Execution Solutions
Channel / Store Solutions
The MicroStrategy Platform is Uniquely Suited to Meet the Complex and
Varied Needs of the Retail Industry
Customer Solutions Market Basket Analysis GAAP Financial Reporting Vendor Performance Warehouse Mgmt Lifetime Value Analysis Regulatory / Compliance Network Design & Analysis Promotional / Ad Effectiveness Enterprise Risk Management Import / Export Compliance Transport Mgmt Effectiveness Campaign Management Real Estate Planning Loyalty Management Corporate Performance Management Vendor Portal Extranet Dock & Yard
Mgmt Cross Channel Marketing HR / IT RFID / EIS Call Center Management PR / Investor Relations Supplier Relationship Supply Chain Visibility Loss Prevention /
Fraud Detection Store Performance Store Operations Reporting e-Commerce Portal OptimizationWorkforce Distribution Order Management Customer / Market
Insights
Accounting
Trade Promotions ManagementDemand Assortment Planning Financial PlansMerchandise
Shelf and Space
Planning Revenue Price Optimization ManagementPromotion Product Lifecycle Management Mfg Planning &
Why Do Tier One Retailers Turn to MicroStrategy?
on the fastest, most
robust BI platform...
Industrial Strength High Performance Delivered Even at
the Highest Scale
Non-stop Operations
In-memory Performance
Highest Scalability
Complete Security
to complete any type
of analysis...
All Styles of BI Evolving Requirements Fully
Supported Out-of-the-Box
Predictive Analytics Dashboards
Reporting Alerts & Monitoring
Analysis
when and where
you need it.
All Interfaces Information Delivered Where
and When Users Need It
Mobile
Card Home Welcome Joyce L. Fowler
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iPad 1:55 PM 100% Channel Overview Web Catalog <15k 0 20,000,000,000 450,000,000 400,000,000 350,000,000 300,000,000 250,000,000 200,000,000 150,000,000 100,000,000 50,000,000 0 40,000,000,000 60,000,000,000 80,000,000,000 100,000,000,000 15k-25k25k-50k50k+ 50+ Total Visits Top Buyers Request Visits Under-driven Purchases Offer-driven Purchases 16-25 25-35 35-50 Off-Price Stores Traditional Full Price Stores
Trend and per-Channel RankingCurrent, Last, Last Year’s Quarter City LocationIncome<15k15k-25k 25k-50k 50k+<15k15k-25k 25k-50k 50k+ 3.92% 3.92% 3.93% 3.79% 3.00% 3.09% 3.00% 2.99% 54.34% 54.32% 54.25% 47.79% 39.69% 39.67% 39.67% 36.45% Current Conversion %Other Conversion %Other Trend Rural
Series: Repeat Visits Category: 20092 Value: 348,604,353 Series: Web Category: Revenue Value: 186,810M Desktop January 6, 2006Page 1 of 2 Web Printers 6/15/2009 Fax
Turn large amounts of
complex data into a single
version of the truth...
All Data Sources Accessing All Enterprise Data
SAP BW
DataMarts Data Warehouses
Salesforce.com
Spreadsheets, Text Files Oracle Essbase Microsoft Analysis Services M u lti -D im ens io n al D at ab ase s R el at io n al D at ab as es O p era tio n al D at ab as es
The Platform for Retail Business Intelligence
MicroStrategy’s Extensive
Platform Experience Conveys
Directly to Mobile BI
The MicroStrategy platform is built on one unified, organically-developed architecture. This platform provides a number of critical capabilities to ensure that it is truly enterprise-class:
Rapid Development and Deployment using WYSIWYG point-and-click design in the MicroStrategy integrated development environment.
High Scale and High Performance across user scale, data scale, and application scale on the fastest, highest performing business intelligence server.
Economies of Scale as the system grows with the minimum number of IT personnel and the fewest servers.
‘Write once, run anywhere’ Flexibility from a single service- orientated architecture to satisfy multiple devices and clients without additional integration or device-specific translation.
Openness and Extensibility via MicroStrategy’s SDK and extensive library of APIs.
Secure Data Access Model designed to provide robust data protection using a full range of technologies and security models.
Comprehensive Administrative Control consistent with mission-critical system operation.
Unmatched Analytical Power against entire data warehouses using data mining, predictive, statistical, financial, and mathematical analyses.
MicroStrategy Mobile Business Intelligence
FASTER TO DEVELOP –Quickly design apps that offer a superior user experience, knowing that infrastructure code such as networking, security, data management, and sensor integration is already built-in.
NO CODE REQUIRED – Customize the look, feel, and behavior of your app using an array of finely-designed, iPhone-optimized displays and controls. MicroStrategy’s intuitive point-and-click interface makes configuration easy.
EASIER TO MAINTAIN – Accelerate deployment of new apps and stream app updates with the MicroStrategy Mobile application platform, so users always have easy access to the latest, most up-to-date information.
Browser email
Desktop / Laptop Mobile
Full Spectrum of Developer Tools Full Spectrum of Admin Tools MicroStrategy Web MicroStrategy Intelligence Server MicroStrategy Transaction Services
MicroStrategy Mobile Web Professional Desktop Designer Enterprise Manager Command Manager Object Manager Integrity Manager Architect Databases Transactional Applications Website Content Cube Databases SDK Office x x x Portals x Windows iPad iPad 1:55 PM 100% BlackBerry iPhone
Mobile Intelligence for the iPhone
®, iPad
®, and BlackBerry
®Native App Experience
Purpose-built, workflow-driven apps that quickly and easily guide users through their data to discovery, analysis, or decision. Apps fully leverage mobile device capabilities, including the multi-touch interface, sensors (GPS or camera), communications (voice, email, text), and more.
Enterprise Grade
Designed to deliver the higher levels of performance and scalability demanded by mobile apps.
MicroStrategy delivers in-memory, multi-level caching, ROLAP analytics, robust security, easy extensibility, and comprehensive administration features designed for enterprise deployments.
Fast to Develop
Fast, code-free app development via MicroStrategy’s metadata-driven, point-and-click paradigm. Build rich, interactive BI apps in just days. Speed deployment by building once and deploying across platform to iPhone, iPad, BlackBerry, browsers, Microsoft Office, or portals.
Visualize Patterns and Trends in Your Data
Time Series
Visualizations
An Extensive Library of Graphs
Bubble
Chart BoxPlot
Bar and Line Chart Area and Line Chart Waterfall Chart 3D Bar Graph Histogram Gantt Chart Radar Chart Line Chart
Camera
Use what you can see around you
Maps
Visualize location-specific data, trends, and analyses
Snap product barcodes
and use as inputs to focus your analysis
Capture and store ‘GPS tagged’ pictures of
shelf sets which com-plement your analysis
Plot your data onto maps for stores, districts, zones, or regions. Use
thresh-olds to color pins, and select pins to explore the information
Act on Information
From Insight to Action.
Monitoring your organization’s performance in the palm of your hand is a powerful business capability. Interacting with that information to approve requests, submit orders, change plans, and capture information at the moment of insight takes that power to a new level.
MicroStrategy Transaction Services lets people act on business information from a mobile device such as the iPad® and
iPhone®, as well as from a dashboard on
any web browser.
MicroStrategy
Transaction Services
™
Empower Your Staff to Take Action on the Move
Review all business items requiring your
action
Deny requests at the
tap of a button
Approve requests
based on information presented
Reassess ongoing requests by asking the requestor
for more information
Move Forward. Request Management in Real Time.
Partners in Retail Solutions
Strong Partnerships with Over 200 World-Class Providers
System Integrators
Applications
Database / Technology
Found from website Modify PMS
PMS 200 Red PMS 424 Gray
The Data Virtualization Gold Standard
What MicroStrategy Customers are Saying: The Buzz
Focus on Customers
MicroStrategy allows us to understand how recent product innovations, such as our ‘Cards with Sound’ line are performing in the marketplace. The scalability and usability of MicroStrategy enables us to distribute performance information throughout the organization so our business users can focus on our mission of delivering products and services that enrich people’s lives.
- Hallmark
Realize Significant Benefits
As a result of using the MicroStrategy platform, Lowe’s is realizing significant benefits through improved merchandising decisions, more timely responses to information requests, cost reduction initiatives, enhanced employee productivity, and better service to our customers.
- Lowe’s Companies
Give Customers a New Kind of
Shopping Experience
With RFID and vital business intelligence data from MicroStrategy, we can run our operations more efficiently and give our customers a completely new kind of shopping experience.
- METRO Group
Gain a Competitive Edge
With our daily merchandise reports, we gain a competitive edge over other retailers who wait for weekly or month-end
reports. MicroStrategy gives our buyers and executives an up-to-date
picture of our business and enables us to better understand what we sell, when we sell it and where we sell it, which ultimately influences our high levels of customer service. Our buyers count on this information to make knowledgeable decisions about when to add or retire products, which has a positive impact on our bottom line.
- The Container Store
A Huge Opportunity
Deploying dynamic dashboards to our traditional and non-traditional users of Business Intelligence was a huge opportunity for us to
contribute to our revenues and global sales growth, and it
wasn’t that hard to do.
Copyright Information
All Contents Copyright © 2011 MicroStrategy Incorporated. All Rights Reserved. Trademark Information
MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server, MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application Management, Information Like Water, Intelligence Through Every Phone, Intelligence To Every Decision Maker, Intelligent E-Business, Personalized Intelligence Portal, Query Tone, Rapid Application Development, MicroStrategy Intelligent Cubes, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Platform For Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated.
All other company and product names may be trademarks of the respective companies with which they are associated. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development.
Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253 and 7,881,443. Other patent applications are pending.
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