Category Archives: Marketing

SAS: Out of the Statisticians Pocket and into the Business Briefcase

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I just saw an amusing presentation by SAS. Amusing because you rarely get two presenters who are both as good at presenting and as knowledgeable about their products. We heard from Mike Frost, Senior Product Manager for Data Management, and Wayne Thompson, Chief Data Scientist. They enjoy what they do and it was contagious.

It was also interesting from the perspective of time. Too many younger folks think if a firm has been around for more than five years, it’s a dinosaur. That’s usually a mistake, but the view lives on. SAS was founded almost 40 years ago, in 1976, and has always focused on analytics. They have been historically aimed at a market that is made up of serious mathematicians doing heavy statistical work. They’re very good at what they do.

The business analysis sector has been focused on less technical, higher level business number crunching and data visualization. In the last decade, computing power has meant firms can dig deeper and can start to provide analysis SAS has been doing for decades. The question is whether or not SAS can rise to the challenge. It’s still early, but the answer seems to be a qualified but strong “yes!”

Both for good and bad, SAS is the largest privately held software company, still driven by founder James Goodnight. That means a good thing in that technically focused folks plow 23% of their revenue into R&D. However, it also leaves a question mark. I’ve worked for other firms long run by founders, one a 25+ year old firm still run by brothers. The best way to refer to the risk is that of a famous public failure: Xerox and the PC. For those who might not understand what I’m saying, read “Fumbling the Future” by Smith and Alexander. The risk comes down to the people in charge knowing the company needs to change but being emotionally wedded to what’s worked for so long.

The presentation to the BBBT shows that, while it’s still early in the change, SAS seems to be mostly avoiding that risk. They’re moving towards a clean, easier to use UI and taking their first steps towards collaboration. More work needs to be done on both fronts, but Mike and Wayne were very open and honest about their understanding the need and SAS continuing to move forward.

One of the key points by Mike Frost is one I’ve also discussed. While they disagree with me and think the data scientist does exist, the SAS message is clear that he doesn’t work in a void. The statistician, the business analyst and business management must all work in concert to match technical solutions to real business information needs.

LASR, VAE and a cast of thousands

The focus of the presentation was on SAS LASR, their in-memory analytics server. While it leverages Hadoop, it doesn’t use MapReduce because that involves disk access during processing, losing the speed advantage of in-memory applications.SAS LARS archictecture slide

As Mike Frost pointed out, “It doesn’t do any good to run the right model too late.”

One point that still shows the need to think more about business, is that TCO was mentioned in passing. No slide or strong message supported the message. They’re still a bit too focused on technology, not what sells the business decision makers on business intelligence (BI).

Another issue was the large number of ancillary products in the suite, including Visual Data Explorer, Data Loader and others. The team mentioned that SAS is slowly moving through the products to give them the same interface, but I also hope they’re looking at integrating as much as possible so the users don’t have the annoyance of constantly moving between products.

One nice part of the demo was an example of discussing what SAS has termed “poorly structured data” as opposed to “unstructured data” that’s the rage in Hadoop. I prefer “loosely structured data.” Mike and Wayne showed the ability to parse the incoming file and have machine intelligence make an initial pass at suggesting fields. While this isn’t new, I worked at a company in 2000 that was doing that, it’s a key part of quickly integrating such data into the business environment. The company I reference had another founder who became involved in other things and it died. While I’m surprised it took firms so long to latch onto and use the technology, it doesn’t surprise me that SAS is one of the first to openly push this.

Another advantage brought by an older, global firm, related to the parsing is that it works in multiple languages, including right-to-left languages such as Hebrew and Arabic. Most startups focus on their own national language and it can be a while before the applications are truly global. SAS already knows the importance and supports the need.

Great, But Not Yet End-To-End

The only big marketing mistake I heard was towards the end. While Frost and Thompson are rightfully proud of their products, Wayne Thompson crowed that “We’re not XXX,” a reference to a major BI player, “We’re end-to-end.” However, they’d showed only minimal visualization choices and their collaboration, admittedly isn’t there.

Even worse for the message, only a few minutes later, based on a question, one of the presenters shows how you export predicted values so that visualization tools with more power can help display the information to business management.

I have yet to see a real end-to-end tool and there’s no reason for SAS to push this iteration as more than it is. It’s great, but it’s not yet a complete solution.

Summary

SAS is making a strong push into the front end of analytics and business intelligence. They are busy wrapping tools around their statistical engines that will allow them to move much more strongly out of academics and the very technical depths of life sciences, manufacturing, defense and other industries to challenge in the realm of BI.

They’re headed in the right direction, but the risk mentioned at the start remains. Will they keep focused on this growing market and the changes it requires, or will that large R&D expenditure focus on the existing strengths and make the BI transition too slow? I’m seeing all the right signs, they just need to stay on track.

 

TDWI Webinar Review: David Loshin & Liaison on Data Integration

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The most recent TDWI webinar had a guest analyst, David Loshin of Knowledge Integrity. The presentation was sponsored by Liaison and that company’s speaker was Manish Gupta. Given that Liaison is a cloud provider of data integration, it’s no surprise that was the topic.

David Loshin gave a good overview of the basics of data integration as he talked about the growth of data volumes and the time required to manage that flow. He described three main areas to focus upon to get a handle on modern integration issues:

  • Data Curation
  • Data Orchestration
  • Data Monitoring

Data curation is the organization and management of data. While David accurately described the necessity of organizing information for presentation, the one thing in curation that wasn’t touched upon was archiving. The ability to present a history of information and make it available for later needs. That’s something the rush to manage data streams is forgetting. Both are important and the later isn’t replacing the former.

The most important part of the orchestration Mr. Loshin described was in aligning information for business requirements. How do you ensure the disparate data sources are gathered appropriately to gain actionable insight? That was also addressed in Q&A, when a question asked why there was a need to bother merging the two distinct domains of data integration and data management. David quickly pointed out that there was no way not to handle both as they weren’t really separate domains. Managing data streams, he pointed out, was the great example of how the two concepts must overlap.

Data monitoring has to do with both data in motion, as in identifying real-time exceptions that need handling, and data for compliance, information that’s often more static for regulatory reporting.

The presentation then switched to Manish Gupta, who proceeded to give the standard vendor introduction. It’s necessary, but I felt his was a little too high level for a broader TDWI audience. It’s a good introduction to Liaison, but following Mr. Loshin there should have been more detail on how Liaison addresses the points brought up in the first half of the presentation – Just as in a sales presentation, a team would lead with Mr. Gupta’s information, then the salesperson would discuss the products in more detail.

Both presenters had good things to say, but they didn’t mesh enough, in my view, and you can find out far more talking to each individually or reading their available materials.

Email Etiquette 101: Wait for an intro if you don’t want to be reported as a spammer

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Last week, I received an email from some unknown company asking me to go to their site and enter my SSN. I’ve never heard of the company. I responded by letting my security software know the email was spam.

Today I received an email from a client. It seems the firm is changing their accounting, payroll, finance firm. While the client sent contact information for their suppliers to the new company, they didn’t think to tell us about it and the new company didn’t think to check before emailing. The email I just received apologized and asked everyone to please go out to the new firm’s site. I clearly wasn’t the only one who properly responded to an unknown company asking for personal information.

People need to more clearly consider their actions in the internet age. All contact with people outside your organization need to be considered in the same way as marketing — messages that set an image for your company.

Semantics and big data: Thought leadership done right

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Dataversity hosted a webinar by Matt Allen, Product Marketing Manager at MarkLogic. Mr. Allen’s purpose was to explain to the audience the basic challenges involved in big data which can be addressed by semantic analysis. He did a good job. Too many people attempting the same spend too much time on their own product. Matt didn’t do so. Sure, when he did he had some of the same issues that many in our industry have, of over selling change; but the corporate references were minimal and the first half of the presentation was almost all basic theory and practice.

Semantics and Complexity

On a related tangent, one of the books I’m reading now is Stanley McChrystal’s “Team of Teams.” In it, he and his co-authors point to a distinction between complicated and complex. A manufacturing process can be complicated, it can have lots of steps but have a clearly delineated flow. Complex problems have many-to-many relations which aren’t set and can be very difficult to understand.

That ties clearly into the message put forward by MarkLogic. The massive amount of unstructured data is complex, with text rather than fields and which need ways of understanding potential meaning. The problems in free text are such things as:

  • Different words can define the same thing.
  • The same word can mean different things in different contexts.
  • Depending on the person, different aspects of information are needed for the same object.

One great example that can contain all for issues was given when Matt talked about the development process. At different steps in the process, from discovery, to different development stages to product launch, there’s a lot of complexity in meanings of terms not only in development organizations but between them and all the groups in the organization with whom they have to work.

Mr. Allen then moved from discussing that complexity to talking about semantic engines. MarkLogic’s NoSQL engine has a clear market focus on semantic logic, but during this section he did well to minimize the corporate pitch and only talked about triples.

No, not baseball. Triples are a syntactical tool to link subject (person), predicate (operates), object (machine). By building those relationship, objects can be linked in a less formal and more dynamic manner. MarkLogic’s data organization is based on triples. Matt showed examples of JSON, Turtle and XML representations of triples, very neatly sliding his company’s abilities into the theory presentation – a great example of how to mention your company while giving a thought leadership presentation without being heavy handed.

Semantics, Databases and the Company

The final part of the presentation was about the database structure needed to handle semantic analytics. This is where he overlapped the theory with a stronger corporate pitch.

Without referring to a source, Mr. Allen stated that relation databases (RDBMS’) can only handle 20% of today’s data. While it’s clear that a lot of the new information is better handled in Hadoop and less structured data sources, it’s a question of performance. I’d prefer to see a focus on that.

Another error often made by folks adopting new technologies was the statement that “Relational databases aren’t solving a lot of today’s problems. That’s why people are moving to other technologies.” No, they’re extending today’s technologies with less structured databases. The RDBMS isn’t going away, as it does have its purpose. The all or nothing message creates a barrier to enterprise adoption.

The final issue is the absolutist view of companies that think they have no competitor. Mark Allen mentioned that MarkLogic is the only enterprise database using triples. That might be literally true. I’m not sure, but so what? First, triples aren’t a new concept and object oriented databases have been managing triples for decades to do semantic analysis. Second, I recently blogged about Teradata Aster and that company’s semantic analytics. While they might not use the exact same technology, they’re certainly a competitor.

Summary

Mark Allen did a very good job exposing people to why semantic analysis matters for business and then covered some of the key concepts in the arena. For folks interested in the basics to understand how the concept can help them, watch the replay or talk with folks at MarkLogic.

The only hole in the presentation is that though the high level position setting was done well, the end where MarkLogic was discussed in detail had some of the same problems I’ve seen in other smaller, still technology driven companies.

If Mr. Allen simplifies the corporate message, the necessary addition at the end of the presentation will flow better. However, that doesn’t take away from the fact that the high level overview of semantic analysis was done very well, discussing not only the concepts but also a number of real world examples from different industries to bring those concepts alive for the audience. Well done.

Marketing lesson: How to cram too many vendors into too short a timeframe

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I’ll start by being very clear: This is a slam on bad marketing. Do not take this column as a statement that the products have problems, as we didn’t see the products.

Database Trends and Application magazine/website held a webinar. The first clue there was something wrong is that an hour long seminar had three sponsors. In a roundtable forum, that could work, and the email mentioned it was a roundtable, but it wasn’t. Three companies, three sequential presentations. No roundtable.

It was titled “The Future of Big Data: Hybrid Architectures and Best-of-Breed”. The presenters were Reiner Kappenberger, Global Product Manager, HP Security Voltage, Emma McGrattan, SVP Engineering, Actian, and Ron Huizenga, ER/Studio Product Manager, Embarcadero. They are three interesting companies, but how would the presentations fit together?

They didn’t.

Each presenter had a few minutes to slam through a pitch, which they did with varying speeds and content. There was nothing tying them into a unified vision or strategy. That they all mentioned big data wasn’t enough and neither was the time allotted to hear significant value from any of them.

I’ll burn through each as the stand-alone presentations they were.

HP Security Voltage

Reiner Kappenberger talked about his company’s acquisition by HP earlier this year and the major renaming from Voltage Security to HP Security Voltage (yes, “major” was used tongue-in-cheek). Humor aside, this is an important acquisition for HP to fill out its portfolio.

Data security is a critical issue. Mr. Kappenberger gave a quick overview of the many levels of security needed, from disk encryption up to authentication management. The main feature focus on Reiner’s allotted time is partial tokenization, being able to encrypt parts of a full data field. For instance, disguising the first five digits of a US Social Security number while leaving the last four visible. While he also mentioned tying into Hadoop to track and encrypt data across clusters, time didn’t permit any details. For those using Hadoop for critical data, you need to find out more.

The case studies presented included a car company’s use of both live, Internet of Things feeds and recall tracking but, again, there just wasn’t enough time.

Actian

The next vendor was Actian, an analytics and business intelligence (BI) player based on Hadoop. Emma McGrattan felt rushed by the time limit and her presentation showed that. It would have been better to slow down and cover a little less. Or, well, more.

For all the verbage it was almost all fluff. “Disruption” was in the first couple of sentences. “The best,” “the fastest,” “the most,” and similar unsubstantiated phrases flowed like water. She showed an Actian built graph with product maturity and Hadoop strength on the two axis and, as if by magic, the only company in the upper right was Actian.

Unlike the presentations before and after hers, Ms. McGrattan’s was a pure sales pitch and did nothing to set a context. My understanding, from other places, is that Actian has a good product that people interested in Hadoop should evaluate, but seeing this presentation was too little said in too little time with too many words.

In Q&A, Emma McGrattan also made what I think is a mistake, one that I’ve heard many BI companies get away from in the last few years. An attendee asked about biggest concern when transitioning from EDW to Hadoop. The real response should be that Hadoop doesn’t replace the EDW. Hadoop extends the information architecture, it can even be used to put an EDW on open source, but EDWs and big data analytics typically have two different purposes. EDWs are for clean, trusted data that’s not as volatile, while big data is typically transaction oriented information that needs to be cleaned, analyzed and aggregated before it’s useful in and EDW. They are two tools in the BI toolbox. Unfortunately, Ms. McGrattan accepted the premise.

Embarcadero

Mr. Huizenga, from Embarcadero, referred to evidence that the amount of data captured in business is doubling every 1.2 years and how the number of related jobs is also exploding. However, where most big data and Hadoop vendors would then talk about their technologies manipulating and analyzing the data, he started with a bigger issue: How do you begin to understand and model the information? After all, schema-on-write still means you need to understand the information enough to create schemas.

That led to a very smooth shift to a discussion about the concept of modeling to Embarcadero. They’ve added native support for Hive and MongoDB, they can detect embedded objects in those schemas and they can visually translate the Hadoop information into forms that enterprise IT folks are used to seeing, can understand and can add to their overall architecture models.

Big data doesn’t exist in a void, to be successful it must be integrated fully into the enterprise information architecture. For those folks already using ERwin and those who understand the need to document modeling, they are a tool that should be investigated for the world of Hadoop.

Summary

Three good companies were crammed into a tiny time slot with differing success. The title of the seminar suggested a tie that was stronger than was there. The makings existed for three good webinars, and I wish DBTA had done that. The three firms and the host could have communicated to create an overall message that integrated the three solutions, but they didn’t.

If you didn’t see the presentation, don’t bother. Whichever company interests you check it out. All three are interesting though it might have been hard to tell from this webinar.

Teradata Aster: NLP for Business Intelligence

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Teradata’s recent presentation at the BBBT was very interesting. The focus, no surprise, was on Teradata Aster, but Chris Twogood, VP Products and Services Marketing, and John Thuma, Director of Aster Strategy and Analytics, took a very different approach than was taken a year earlier.

Chris Twogood started the talk with the usual business overview. Specific time was spent on four recent product announcements. The most interesting announcement was about their support for Presto, a SQL-on-Hadoop project. They are the first company to provide commercial support for the open source technology. As Chris pointed out, he counted “13 different SQL-on-Hadoop variants.” Because of the importance of SQL access and the perceived power of Presto, Teradata has committed to strengthening its presence with that offering. SQL is still the language for data access and integrating Hadoop into the rest of the information ecosystem is a necessary move for any company serving any business information market. This helps Teradata present a leadership image.

Discussion then turned to the evolution of data volumes and analytics capabilities. Mr. Twogood has a great vision of that history, but the graphic needs serious work. I won’t copy it because the slide was far too busy. The main point, however, was the link between data volumes and sources with the added capabilities to look at business in a more holistic way. It’s something many people are discussing but he seems to have a much better handle on it than most others who talk to the point, he just needs to fine tune the presentation.

Customers and On-Site Search

As most people have seen, the much of the new data coming in under the big data rubric is customer data from sources such as the web, call logs and more. Being able to create a more unified view of the customer matters. Chris Twogood wrapped up his presentation by referring to a McKinsey & Co. survey that pointed out, among other things, that studying customer journeys can increase predictive accuracy of customer satisfaction and churn by 30-40%. Though it also points out that 56% of customer interactions are through multi-channel means, one of the key areas of focus today is the journey through a web site.

With that lead-in, John Thuma took over to talk about Aster and how it can help with on-site search. He began by stating that 25-30% of web site visitors using search leave the site if the wanted result isn’t in first three items returned, while 75% abandon if the result isn’t on first page. Therefore it’s important to have searches that understand not only the terms that the prospective customer enters but possible meanings and alternatives. John picked a very simple and clear example, depending on the part of the country, somebody might search on crock pot, slow cooker or pressure cooker but all should return the same result.

While Mr. Thuma’s presentation talked about machine learning in general, and did cover some of the other issues, the main focus of that example is Natural Language Processing (NLP). We need to understand more than the syntax of the sentence, but also improve our ability to comprehend semantic meaning. The demonstration showed some wonderful capabilities of Aster in the area of NLP to improve search capabilities.

One feature is what Teradata is calling “apps,” a term that confuses them with mobile apps, a problematic marketing decision. They are full blown applications that include powerful capabilities, applications customization and very nice analytics. Most importantly, John clearly points out that Aster is complex and that professional services are almost always required to take full advantage of the Aster capabilities. I think that “app” does a disservice to the capabilities of both Aster and Teradata.

One side bar about technical folks not really understanding business came from one analyst attending the presentation who suggested that ““In some ways it would be nice to teach the searchers what words are better than others.” No, that’s not customer service. It’s up to the company to understand which words searchers mean and to use NLP to come up with a real result.

A final nit was that the term “self-service” was used while also talking about the requirement for both professional services from Teradata and a need for a mythical data scientist. You can’t, as they claimed, used Aster to avoid the standard delays from IT for new reports when the application process is very complex. Yes, afterwards you can use some of the apps like you would a visualization tool which allows the business user to do basic investigation on her own, but that’s a very limited view of self-service.

I’m sure that Teradata Aster will evolve more towards self-service as it advances, but right now it’s a powerful tool that does a very interesting job while still requiring heavy IT involvement. That doesn’t make it bad, it just means that the technology still needs to evolve.

Summary

I studied NLP almost 30 years ago, when working with expert systems. Both hardware and software have moved forward, thankfully, a great distance since those days. The ability to leverage NLP to more quickly and accurately to understand the market, improve customer acquisition and retention ROI and better run business is a wonderful thing.

The presentation was powerful and clear, Teradata Aster provides some great benefits. It is still early in its lifecycle and, if the company continues on the current course, will only get better. They have only a few customers for the on-site optimization use, none referenceable in the demo, but there is a clear ROI message building. Mid- to large-size enterprises looking to optimize their customer understand, whether for on-site search or other modern business intelligence uses, should talk to Teradata and see if Aster fits their needs.

Review: Looker Webinar on Embedding BI

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Looker held a webinar today. I recently blogged about their presentation to the BBBT community, but it’s an interesting company so was worth another visit. The company is a business intelligence (BI) firm. With the presenters being Colin Zima and Zach Taylor, the presentation stayed at a much higher level than the previous presentation and was aimed at a business audience rather than analysts. It is always good to see a different view of things.

The focus of their presentation is why it’s good to embed BI in other applications in opposition to pure BI tools. It’s a good message but needs to be strengthened. Colin and Zach quickly mentioned embedding as if everyone understood it, then dove into the issues in evaluation the build v buy decision. They should have spent a couple of minutes explaining what they mean by embedding and their focus on what they focus on as places to be embedded into.

Their build v buy decision discussion was standard and hit all the right points about letting companies focus on their competencies and leverage the BI industry’s competencies for analysis. Where embedding and build v buy really blend, and they could have hit harder, is the difference in ROI between embedding and having a separate BI visualization tool.

They did have a couple of case studies that were interesting. Ibotta is a company providing analytics to their consumer packages goods clients. That’s a great application and a powerful use of BI in a business network, but I didn’t see much on what it was embedded into or how. That meant it didn’t fit into the overall scheme of the presentation.

The other key one was HubSpot using Looker to provide analytics to sales on sales performance. That’s done by embedding the analytics directly into the normal Saleforce.com windows the sales team see every day. That’s a powerful message and one that I felt deserved a bit more time.

The only questionable message I heard was during Q&A, when somebody asked about their performance issues. As in the previous presentation, they talked about using the source data and not replicating for BI. They therefore said they didn’t have performance issues when scaling users but it was one for the databases. Well, that’s not quite true.

It’s not likely that all a company’s various data sources have been built to scale to lots of users. Companies will still use ODS’s, data warehouses and other methods to parallel data and have multiple versions of the truth which require strong compliance to control. Companies will still have to spend time to analyze and prepare appropriate data sources that can handle large numbers of concurrent users. The advantage of Looker is not that it means that you don’t have to add to the confusion to get performance, whatever is provided to get good performance for Looker isn’t unique and limited to it but can serve other applications as well.

Looker is that rare young company that seems to not only have a good early generation product, but understands how to market their product to multiple audiences. As someone focused on software marketing, I think that’s great.

Alation at the BBBT: Metadata Discovery and Management for Governance and Performance

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Last Friday’s presenters to the BBBT were Satyen Sangani, CEO, and Anand Aidasani, Customer Development Lead, from Alation. The company is a two and a half year old startup that released its first product in March – a tool to help analysts better understand the metadata surrounding their corporate data.

One of the early and powerful statements by Mr. Sangini was that big data is more than volume and had a lot to do with the variety of data. I’ve talked about that before, so it is good to see more vendors openly admitting the fact. One caveat: They quickly JDBC, and move on. There was no mention about breadth of data accessed by their existing clients or any performance issues. When you talk with them, make sure to ask specific questions about your data sources.

You won’t be surprised when I now turn to their marketing message. They present a top level message of making it easier for business knowledge workers to get the information they need, but the product is all about the data analyst. While helping the later group does indirectly help the former, the message needs to be more focused on the analysts but with a split message about how they can both do their jobs faster and help their business clients respond more quickly with more accurate information.

They had a good ROI message for analysts, presented in the following slide.Alation time savings

That has a lot of good content but needs to be simplified and clarified to fit into sales and marketing messages focused at IT, analysts and end users – the challenge of true enterprise positioning.

The Platform

Their best strategic slide was the one where they present their platform with the high level goals of the firm.Alation platform

Data governance. I’ve come back to it regularly, and it matters. Even a year ago, many business intelligence startups were crowing about ignoring IT and letting users do what they want. Enterprise customers have pushed back and the smart folks have listened. Modern BI needs to be about getter better data to business people faster while still ensuring that the information matches company, contractual and regulatory governance issues. That Alation lists governance first shows a strong understanding of market needs.

Alation’s collaboration is early and, again, focused primarily on analysts and other technical people. There are some great features to see SQL being used throughout the organization and analytics about the usage. What can be shared to business users who aren’t gurus needs to be improved, but it’s a young company and the collaboration they have is a great start in helping understand data as a team to speed development and improve governance.

Their platform doesn’t directly optimize queries, but there are some nice analytics available. Just as importantly, when the software identifies either an inefficient query or one that might be slow do to a large result set, a warning can be displayed to the analyst before the query is run. It’s another first generation feature that’s nice but could use more power and breadth combined, from what I could see in a short demo, a better user interface.

What Is It?

The biggest challenge for Alation is not technology, it’s marketing. What are they? They’re not an ETL tool, a pure metadata application, or a BI product. They overlap a few areas but I’m not sure where they’d be categorized by all the analyst first that feel they must categorize everything. More importantly, if the Alation management can’t figure out how to message a clear message to the market, it’s going to significantly slow the sales cycle.

My view is that they are primarily a metadata tool, but a number of BBBT members expressed dismay at the mention of metadata. The pushback was the business customers don’t understand metadata. The issue I have with that argument is that it’s an IT/analyst product and they understand metadata. For the business users who are involved in the purchase decision, Alation can certainly create content that focuses on the benefits the product brings to them, which can avoid talking about metadata, but there’s no need to avoid the word in the core content focused at their primarily technical audience.

Alation seems to be a good new tool for understand where you data is coming from to improve data governance and performance. The brief time we had didn’t get me much further than that. If you’re in need of better understanding your complex information infrastructure, spend some time with them and see what they have to offer.

Silwood at BBBT: Understand Packaged Software Metadata

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Tuesday saw a rare, mid-week presentation at the BBBT. Silwood Technology, an Ascot, UK, company sent people to Boulder to present their technology. Roland Bullivant, Sales and Marketing Director, and Nick Porter, Technical Director (and a co-founder) were the presenters.

Silwood Safyr is focused on helping IT understand the metadata in their major packaged enterprise systems, primarily from SAP and Oracle with a recent addition of Salesforce. As those familiar with the enterprise application space know, there are a lot of tables in SAP and Oracle and documentation has never been, shall we say, close to perfect. In addition, all customers of those systems customize the applications, thereby making the metadata more difficult to understand. Safyr does a very good job at finding the technical metadata.

Let me make that clear: Technical metadata. The tables, indices and their relations are what is found. That’s extremely valuable, but not the full picture. Business metadata is not managed. I’ll discuss that in more detail below.

The company, as expected from European companies, uses partners rather than direct sales for its primary sales channel. In addition, they OEM white label products through IBM, CA and other firms. All told, Roland Bullivant says that 70% of their customers are via reseller channels. Also as expected, they still remain backline support for those partners.

Metadata Matters

As mentioned above, Safyr captures the database structure metadata. As Roland so succinctly put it, “The older packages weren’t really built with the outside world in mind.” The internal structures aren’t pretty and often aren’t easily accessible. However, that’s not the only difficulty in understanding an enterprise’s data structures.

Salesforce has a much simpler data structure, intentionally created to open the information to the ecosystem of partner applications that then grew up around the application. Still, as Mr. Bullivant pointed out, there are companies in Europe that have 16 or more customized versions in different countries or divisions, so understanding and meshing those disparate systems in order to build a full enterprise data model isn’t easy. That’s where Safyr helps.

But What Metadata?

Silwood Safyr is a great leap forward from having nothing, but there’s still much missing. While they build a data model, there’s not enough intelligence. For instance, they leave it to their users to figure out which tables are production and which are duplicates or other tables used just for performance. Sure, a table with zero rows usually means either a performance table or an unlocked app segment, but that’s left for the user rather than flagging, filtering and indicating any knowledge of the application and data structures.

Also, as mentioned above, there’s no business intelligence (gosh, where’d that word come from?). There’s nothing that lets people understand the business logic of the applications. That’s why this is a pure IT tool. The structures are just described in technical terms, exported to data modeling tools (a requirement for visualization, ERwin was used in the demo but they work with others ) and then left to the analysts to identify all the information need to clarify which tables are needed for which business purpose or customer.

One way to start working on that was indicated in Nick Porter’s demo. He showed that Safyr is good at not just getting table names, but also in accessing descriptive names and other metadata about the tables. That’s information needs to be leveraged to help prepare the results for use by people on the business side of the organization.

Where to Go From Here?

The main hole I see in the business links from the last section: The lack of emphasis on business knowledge. For instance, there’s a comparison function to analyze metadata between databases. However, as it’s purely on a technical level, it’s limited to comparing SAP with SAP and Oracle with Oracle. Given that differences in versions of those products can be significant, I’m not even sure how well that works across major version releases.

Not only do global enterprises have multiple versions of one vendor, they have SAP on one continent, Oracle in another and might acquire a new company that is using Salesforce. That lack of an ability to link business layers means that each package is working in a void and there’s still a lot of work required to build a coherent global picture.

Another part of their growth need is my usual soapbox. When the Silwood team was talking about how they couldn’t figure out why they weren’t growing as fast as they should, Claudia Imhoff beat me to the punch. She mentioned marketing. They’d earlier pointed out they don’t spend much on marketing and she quickly pointed out that’s a problem. This isn’t Field of Dreams, they won’t come just because you build it. Silwood marketing basics are good, with a lack of visible case studies being one hole, but they’re not pushing their message out through the channels.

Summary

Silwood Safyr is a good core product to help IT automate the documentation of data models in packaged enterprise software. It’s a product that should be of interest to every large enterprise using complex applications such as those by Oracle and SAP, or even multiple versions of simple databases such as Salesforce. However, there are two things missing.

The most important missing piece in the short term is the marketing necessary to help their resellers better understand benefits both they and the end customer receive, to improve interest in reselling and to shorten sales cycles.

The second is to look long term at where they can grow the business. My suggestion is to better work with business logic within and across applications vendors. That’s the key way they’ll defend their turf against the BI vendors who are slowly moving downstream to more technical data access.

The reason people want to understand data models isn’t out of curiosity, it’s to better understand business. Silwood has a great start in aiding enterprises in improving that understanding.