Business Intelligence (BI): a market focusing on CSPs in 2022

Can you exist in BI when you are not a Cloud Services Platform (CSP) or a Tier 1 publisher? In any case, these two types of providers have certain “facilities” for them in relation to pure players.

Namely theecosystem and economies of scale. In absolute numbers, nothing new or exclusive to this segment of the IT market. But the 2022 edition of the Magic Quadrant dedicated to it clearly highlights the trend.

Gartner assesses suppliers on two axes. One forward-looking (“vision”) centered on strategies (sectoral, geographical, commercial, marketing, product, etc.). The second focuses on the ability to respond effectively to demand (“execution”: customer experience, pre-sales performance, product / service quality, etc.).

On the “vision” axisthe suppliers place themselves in this order:

Selling creation date
1 Microsoft 1975
2 ThoughtSpot 2012
3 SiSense 2004
4 Qlik 1993
5 Oracle 1977
6 Sales force 1999
7 SAP 1972
8 SAS 1976
9 TIBCO 1997
10 The yellow fin 2003
11 Tellius 2016
12 IBM 1911
13 home 2010
14 Google 1998
15 Alibaba Cloud 2009
16 zoho 1996
17 AWS 2012
18 Pyramid analysis 2008
19 Microstrategy 1989
20 Incorta 2013

On the “execution” axis :

1 Microsoft
2 Sales force
3 Google
4 Qlik
5 home
6 Microstrategy
7 ThoughtSpot
8 SiSense
9 Oracle
10 AWS
12 SAP
13 Alibaba Cloud
14 IBM
15 SAS
16 Pyramid analysis
17 The yellow fin
18 zoho
19 Incorta
20 Tellius

The importance of the “ecosystem”

Multiple vendors rely on the integration of their solutions into one office suite. Microsoft is, with Office 365. The crossroads with Power BI are numerous: included in the E5 subscription, can be used in Teams, connected to Power Apps and Power Automate …
zoho also has for him the office suite argument. As Ali Babathough its offering digital workplace DingTalk is largely limited to the Chinese market.

In addition to the office suite, Google has its cloud. It’s integrated Looker from multiple angles, starting with the interaction with BigQuery.
AWS is not as advanced with its WorkDocs package. On the cloud side, however, he bridged his BI with products such as Athena, EMR and Redshift.

Oracle has its own software packages, from ERP to HCM. Same to SAPwhich has created a bridge between its BI offering and software such as Ariba and SuccessFactors – in addition to S / 4HANA.
Page Sales forceGartner insists on another type of ecosystem: “Tableau Economy” (community of clients, partners and experts) along with marketplace Table exchange.

Ecosystems of services … and skills

With smaller providers, the ecosystem is often less developed. That’s how it is home, for which Gartner points out the lack of an installed base on other products. Similar observation for ThoughtSpot, which “does not have its own ecosystem”, despite its compatibility with BigQuery, Databricks or Snowflake. In the house of SAS, we “lack a public cloud or a reference application” even though its sector solutions live off its BI. The relays are also missing at Microstrategy and Pyramid analysis. Although the former opened up to AWS and Azure; and the other, to AWS and SAP.
IBM weighs less than a Domo or a ThoughtSpot, but it also lacks an office, a workplace or a Zoho, Gartner notes.

When there is an ecosystem, it sometimes has its limits. At Alibaba, for example, the BI part is highly dependent on other products from the Chinese group, especially for governance and data management. On the AWS side, in addition to the delay in WorkDoc’s lack of business applications to take advantage of QuickSight. Oracle provides some, but initially only works with its software packages.

Who says “small suppliers” sometimes also says lack of third-party resources. Eligible for comment on this topic: MicroStrategy, Pyramid Analytics, SiSense (in quantity as well as in quality), Tellius and ThoughtSpot (including on training). Oracle too, more specifically on support.

Analysts, developers, data scientists or all three?

Many providers demonstrate an ability to serve one or more types of users. In any case, Gartner gives good points to:

– Domo, who early turned to trades
– Google for its app development tool
Oracle to “consumers” of data, between chatbots and storytelling automated
Qlikwith its “data literacy” program and decision-making insight center
– Salesforce and the availability of Tableau for companies (without code drag-and-drop interface; acquisition of Narrative Science, which will strengthen natural language management)
– SiSense, which is located on convergence with DSML platforms (computer science and machine learning)
– ThoughtSpot and its natural language query interface “à la Google”
The yellow finwhich invests in storytelling and recently launched a natural language query assistant
– Tellius, also about DSML convergence, in addition to its main form of interaction based on natural language
TIBCOalso located at the intersection analyzes/computer science

And AI in all this?

Oracle is already well on the “augmented analytics” component in previous editions of the quadrant. Especially for its Digital Assistant service, its handling of requests in about thirty languages ​​and its graph analysis features.

At Pyramid Analytics, we stand out for automated modeling, cataloging and visualization. SAP is the same way, with extra planning and an overall good point about natural language processing. On the Tellius page, Gartner welcomes the ability to customize queries. And at Zoho, the automatic control of temporal reasoning.

SAS, on the other hand, does not support temporal reasoning; nor spatial for that matter. Overall, Google also seems to be lagging behind: noinsight automatic, storytelling or natural language generation. MicroStrategy is making similar progress. In the house of Incortait is the lack of native features that stands out.

Features and performance

Five vendors have the completeness of their tools on their side. Or at least their ability to cover a wide range of applications. These are IBM, Incorta, Pyramid Analytics, Qlik and SAS.

In others, one or two features stand out. Positive at MicroStrategy for reporting and at TIBCO for data preparation. Less favorable at Microsoft (no functional parity between the cloud version of Power BI and the on-prem version, which especially lacks questions and answers in natural language and insight automated). Same at Salesforce, where the Einstein Discovery experience is still being integrated. Or at Tellius (reporting), Zoho (dataviz) and Yellowfin (control: no version control or Git integration).

In terms of performance, six vendors are credited with a positive remark. AWS, for the scalability of its offering in serverless. ThoughSpot, for its technology in memory. Google, Pyramid Analytics and Tellius, for their direct query architecture. Incorta also with the complement data mapping.

Modularity, flexibility, openness: the advantage of the “small”?

At Alibaba, Quick BI’s modularity is not so much about performance as modularity. The same trend at SiSense and Yellowfin, whose offerings are also distinguished by their openness. First, especially through cataloging on other BI tools by API and connecting to reporting third. Second, with non-proprietary formats at the end of data preparation and storytelling can be integrated with the three market leaders.

Gartner also associates SiSense with the term “flexible”. At least in terms of implementation options. MicroStrategy, Pyramid Analytics and TIBCO are on the same level. Like IBM, which combines SaaS, BYOL and Cloud Pak for Data. At Domo, the asset is rather the speed of implementations with dynamic connections that respond to changes in the source diagrams.
On the contrary, Microsoft only offers cloud deployment on Azure. SAP does not have a version at first. Incorta has an ever-limited presence in the public cloud (a few Google Cloud regions).

About the “economies of scale” criterion

Of the three vendors that Gartner pays tribute to pricingdry hyperscalere. Microsoft for the overall quality-price ratio in their offerings; AWS in particular for its “per session” model on read-only profiles (seere). The third, ThoughtStop, has a good point with the extended analysis section.

Salesforce suffers from the comparison with the Microsoft AWS duo. The same for Domo and IBM, even price reductions. At Qlik, we will pay attention to invoicing of certain modules (catalog, chatbotreporting …), included in the SaaS version, but not at first. For TIBCO, we would rather analyze the flexibility of the contracts. And for SAS, we will ensure the readability of pricingthe group that often sells Vision Analytics with other of its products.

From there, to exclude Microsoft from the scope of FinOps analysis, it’s a different story: application management is not a strong point of Power BI, Gartner says.

Main illustration © Promotion pic

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