1. BUSINESS INTELLIGENCE WITH MICROSTRATEGY
Business Intelligence use
cases in Finance, Retail
and Communications
Jürgen Löffelsender, Sales Director Distribution EMEA
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2. Business Intelligence Continues to Be a Top Business Investment Priority
Figure I: Technologies That Will Have the Greatest Impact
on Business over the Next Two to Five Years
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3. The BI Platform is the Key Component of a Business Intelligence System
Custom BI Applications
Customer Analysis Product Management
• Customer Segmentation • Product Performance Analysis
BI Applications • Customer Profitability • Market Basket Analysis
• Cross-sell / Up-sell • Category Management
Dash- OLAP Advanced Supply Chain Management Vendor Performance Analysis
Reporting Alerting • Inventory Analysis • Service Level Agreement
boards Analysis Analysis • Fulfillment Analysis • Chargeback Analysis
• Distribution Cost Analysis • Relative Sales Analysis
Business Intelligence Platform Financial Reporting Analysis Risk Analysis
• P&L Reporting • Risk Management
• Profitability Analysis • Portfolio Risk Analysis
• Financial Compliance Analysis • Fraud Detection
Sales Analysis Operations Analysis
• Store / Geographic Analysis • Productivity Reporting
• Sales Pipeline Reporting • HR Reporting
• Sales Perf. / Quota Reporting • Web Commerce Analysis
ERP Web CRM Data Data
Systems Systems Systems Warehouse Marts
Data Warehouses and
Operational Systems
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4. MicroStrategy Customer Applications in Financial Services and Banking
Financial Analysis and Fraud Profiling and Risk
Advisory Services
Compliance Analysis
Asset Management Budget Variance Analysis Claims Analysis “After evaluating other BI solutions, the
Confirmation Alerts Compliance Alerting Credit Risk Management Banco de España selected MicroStrategy
Customer Alerts Cost Analysis Customer Risk Scoring
to meet our complex business
requirements. The MicroStrategy
Customer Profitability Analysis FAS 133 Analysis Exceptions Risk Mgmt
platform‟s ease-of-use, unparalleled
Customer Statements Loan Analysis Exposure Reporting
scalability, robust analytics and superior
Portfolio Analysis Margin Analysis Fraud Risk Management
flexibility enable our employees to run
Portfolio Risk Analysis P&L Reporting Hedge Slippage Alerts sophisticated yet intuitive reports against
Product Introduction Portfolio Analysis Index Performance Alerts large volumes of data.”
Research Distribution Revenue Reporting Prepayment Risk
Tax Notification Taxes Underwriting Scorecards - Carlos Sainz, Head of the New
What-if Analysis Trade Floor Reporting Value At Risk Analysis Technologies Division, Banco de España
Marketing Operations Sales and Trading
Campaign Analysis Branch Office Scorecards Client Loyalty Analysis “We selected MicroStrategy over
Channel Efficiency Call Center Management FAS 133 Analysis competing products because of its
Cross Sell Analysis Channel Management Financial / P&L Reporting
outstanding scalability for large numbers
of users and its superior capability to
Customer Analysis Commission Reporting Hedge Slippage Alerts
generate user-friendly reports with highly
Customer Loyalty Analysis Customer Statements Market Data Analysis
detailed analysis of granular-level data.
Market Basket Analysis Financial Reporting Portfolio Analysis
MicroStrategy is instrumental to our
Marketing Segmentation Swap Mark to Markets Position Reporting strategy to bring end users closer to the
Product Management Trade Confirmations Refinance Risk Analysis information they require.”
Product Profitability Analysis Trade Floor Reporting Research Distribution
Up Sell Analysis Trade Settlement Alerts Trade Floor Reporting Gus Tepper, Vice President of Software
Web Traffic Analysis Wire Transfer Alerts Transaction Volume Analysis Development, Interactive Division,
First American Corporation
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5. Most frequently deployed areas in Financial Services
Risk Controlling Analysis
Money Market Analysis
Inter-finance Analysis
Risk analysis
Basel I and Basel II compliance
Market analysis and demographics
Global risk platform
Branch / customer analytics
• Basel I and Basel II compliance • Large data volumes
• Risk Analysis • Granular analysis
• AML • User self service
• Market operations • On going costs – maintenance /
• Marketing operations
• HR
• Branch
• Sales
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This
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6. Department Division Enterprise Extranet
100 Users 1,000 Users 10,000 Users 20,000 Users 100,000+ Users
Card issuance
Monitor settlement activities
Fraud
Biggest VISA card issuer in United States
Member banks can look at marketing & sales
by secure intranet
Market analysis and demographics
Global Interbank settlements platform
Currency and market modelling
Global analysis platform
Market analysis
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This
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Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

7. Industry Solution Maps
Industry: Financial Services
Airlines Gaming Manufacturing
Media &
Communications Government
Entertainment
Solutions Map
Education Healthcare Pharmaceuticals
Energy & Utilities Hospitality Retail
Transportation &
Financial Services Insurance
Logistics
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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.
Retail Commercial Capital Markets Asset Management & Servicing
Credit Risk Wealth Asset Owner
Branch Banking Trading & Sales
Analysis Management Services
Non-credit Underwriting and Asset / Investment Asset Issuer
Mortgage Lending
Products Structured Finance Management Services
Client Management Investment Investment
Credit Card Other Credit
& Sales Products Analytics
Middle Market Non-depository Global Asset
Private Banking Deposit Analytics
Lending Credit Institutions Reporting
Enterprise Services
Customer
Global Financial Asset Liability
Risk Management Relationship
Markets Trading Management
Management
Shared Services
Compliance and Accounting and Infrastructure
Technology Operations
Audit Finance Support
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This
CONFIDENTIAL
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.

8. Telecommunications Industry Solutions Map Energy & Utilities Hospitality Retail
Transportation &
Financial Services Insurance
Logistics
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The Inform ation Contained In Thi s Presentat ion Is C onf idential A nd Propriet ary To Mi croSt rategy . The R eci pient Of This D ocum ent A grees That They W ill N ot Di sc los e I ts C ont ent s To Any
Third P art y Or Ot herw is e U se T P res entation For A ny Purpos e O ther Than An Evaluati on Of M icroSt rategy 's Busi nes s Or Its Of fer i ngs . Reproduc tion or D is tribution I s Prohi bi ted.
his
Sales Customer Service Customer Value Marketing
Airlines Gaming Manufacturing Key Industry Themes Telecommunications Industry Themes
Industry: Financial Services
Call Center Campaign
Sales Analysis AMPU & CLV Customer Behavior
Industry: Telecommunications
Industry Solution Maps
Communications
Airlines
Government
Gaming Manufacturing
Media &
Entertainment
Performance Optimization
Solutions Map
Education Healthcare Pharmaceuticals
Energy & Utilities Hospitality Retail
Transportation &
Financial Services Insurance
Logistics
1 The Inform ation Contained In Thi s Presentat ion Is C onf idential A nd Propriet ary To Mi croSt rategy . The R eci pient Of This D ocum ent A grees That They W ill N ot Di sc los e I ts C ont ent s To Any
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Third P art y Or Ot herw is e U se T P res entation For A ny Purpos e O ther Than An Evaluati on Of M icroSt rategy 's Busi nes s Or Its Of fer i ngs . Reproduc tion or D is tribution I s Prohi bi ted.
his
Media &
Sales Customer Service Customer Value Marketing
Break-even & Price Pricing & Loyalty & Value
Communications Government Channel Analysis Service Segments
Call Center Campaign
Sales Analysis AMPU & CLV Customer Behavior
Performance Optimization
Tiering Competition Management
Entertainment
Break-even & Price Pricing & Loyalty & Value
Channel Analysis Service Segments
Tiering Competition Management
Retail & Stock Touch Point Web & WAP Click
CSR Intelligence Advertising
Analysis Analysis Analysis
Corporate
Customer
Extranet & Internet
Portals
Profiling and
Measurement
Offer Management Non-Voice Services
Telecommunications Solutions Map CSR Intelligence
Retail & Stock
Advertising
Touchpoint Web & WAP Click
Network Analysis Analysis Analysis
Capacity & Network
Quality of Service Service Analysis
Utilization Investment & SLA
Education Healthcare Pharmaceuticals
Business Area: Asset Management & Servicing
Finance & Operations
Project
Corporate Extranet & Internet Profiling and
Product Cost Asset Analysis Subsidy Risk Assurance & Fraud
Performance
Offer Management Non-Voice Services
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The 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.
Customer Portals Measurement
Network
Energy & Utilities Hospitality Retail Value Proposition Value Proposition of BI of Service Telecommunications
Quality
for the Capacity & Network
Service Analysis
Industry Utilization Investment & SLA
Finance & Operations
Transportation &
Financial Services Insurance Unique Selling PointsProductMicroStrategy Analysisthe
of Cost Asset for
Project
Logistics Unique Selling Points Performance
Subsidy Risk Assurance & Fraud
Telecommunications Industry
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The 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.
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The 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.
7 The 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. CONFIDENTIAL
Asset / Investment Management
Asset Management & Servicing • Management of collective investment vehicles (performance analytics)
• Management of investors (reporting, analytics, performance)
Wealth Asset Owner
Management Services
• Customer communications (reporting and analytics)
Investment Products
• Creation of investment products (reporting, analytics, pricing, valuations)
Asset /
Asset Issuer • Customer communications (reporting and analytics)
Investment
Services
Management Asset Owner Services
• Services management (custody, lending, execution, collateral, valuations)
Investment Investment • Customer management (profitability, retention, cross selling)
Products Analytics • Customer communications (reporting, analytics, valuations)
Asset Issuer Services
Global Asset • Services management (trustee, depositary, agent, corporate actions)
Deposit Analytics
Reporting • Issuer customer communications (call center, dividends, escheatment)
• Customer management (reporting, analytics, valuations, activity)
Global Asset Reporting
• AUM and AUC calculation and reporting (country, custodian, customer)
• Country reporting and analytics (profitability, custodian, fx)
Operational Risk
• Management reporting and analysis (minimizing loss from errors)
• Regular reporting for multiple constituents (audit, management, customers)
Investment / Deposit Analytics
• Reporting and monitoring of value added from investments and deposits
• Customer management (profitability, risk, collateral)
• Operational management (deposit levels, investment returns)
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This
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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.

9. Demonstration: Finance dashboard
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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.