Business Intelligence (BI): A Market Refocusing on CSPs in 2022

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

namely, theecosystem and the economies of scale. Absolutely nothing new or exclusive to this segment of the IT market. But the 2022 edition of the Magic Quadrant devoted to it clearly highlights the trend.

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

On the axis “vision”the suppliers position themselves in this order:

Supplier Creation date
1 Microsoft 1975
2 ThoughtSpot 2012
3 SiSense 2004
4 Qlik 1993
5 Oracle 1977
6 Sales team 1999
7 JUICE 1972
8 SAS 1976
9 TIBCO 1997
10 yellowfin tuna 2003
11 Tellius 2016
12 IBM 1911
13 House 2010
14 google 1998
15 Alibaba Cloud 2009
16 soho 1996
17 AWS 2012
18 Pyramid Analysis 2008
19 Microstrategy 1989
20 incorta 2013

On the axis “execution” :

Supplier
1 Microsoft
2 Sales team
3 google
4 Qlik
5 House
6 Microstrategy
7 ThoughtSpot
8 SiSense
9 Oracle
10 AWS
11 TIBCO
12 JUICE
13 Alibaba Cloud
14 IBM
15 SAS
16 Pyramid Analysis
17 yellowfin tuna
18 soho
19 incorta
20 Tellius

The importance of the “ecosystem”

Several vendors rely on integrating their solutions into an office suite. Microsoft is, with Office 365. The nodes with Power BI are many: included in the E5 subscription, usable in Teams, linked to Power Apps and Power Automate…
soho also has the office suite argument for him. As Ali Babaeven if the offer of digital workplace DingTalk is essentially limited to the Chinese market.

In addition to the office suite, google has his cloud. It integrates Looker from multiple angles, starting with the interaction with BigQuery.
AWS isn’t that advanced with its WorkDocs suite. On the cloud side, on the other hand, he bridged his BI with products such as Athena, EMR and Redshift.

Oracle has its own software packages, from ERP to HCM. The same in front of JUICEwhich, in addition to S/4HANA, has built bridges between its BI offering and software such as Ariba and SuccessFactors.
Side Sales teamGartner is pushing for another form of ecosystem: the “Tableau Economy” (community of customers, partners, and experts), along with the marketplace Table exchange.

Ecosystems of services… and skills

With smaller providers, the ecosystem is often less developed. It’s so with House, for which Gartner points to the lack of an installed base on other products. Similar observation for ThoughtSpot, which “doesn’t have an ecosystem of its own,” despite its compatibility with BigQuery, Databricks, or Snowflake. In ‘s house SAS, we “lack a public cloud or a reference application,” even if its industry-based solutions feed off its BI. The relays are also missing from Microstrategy and Pyramid Analysis. While the former opened up to AWS and Azure; and the second, to AWS and SAP.
IBM weighs less than a Domo or a ThoughtSpot, but it also lacks an Office, a Workplace, or a Zoho, notes Gartner.

If there is an ecosystem, it sometimes has its limits. At Alibaba, for example, the BI part is very dependent on other products of the Chinese group, especially for governance and data management. On the AWS side, in addition to the WorkDocs slowdown, there is a lack of business applications to take advantage of QuickSight. Oracle offers some, but they naturally only work with its software packages.

Whoever says “small suppliers” sometimes also says lack of resources from third parties. Are entitled to a comment on this topic: MicroStrategy, Pyramid Analytics, SiSense (both in quantity and quality), Tellius and ThoughtSpot (also on training). Oracle too, more specifically on support.

analysts, developers, data scientists or all three?

Many providers show that they can serve one or more types of users. In any case, Gartner points out good points:

– Domo, who turned to transactions early on
– Google, for its app development toolkit
– Oracle vis-à-vis the “consumers” of data, between chatbots and tell a story automated
Qlikwith its “data literacy” program and insights center for decision makers
– Salesforce and Tableau accessibility for businesses (no-code drag-and-drop interface; acquisition of Narrative Science that will strengthen natural language management)
– SiSense, which is positioned to converge with DSML platforms (data science and machine learning)
– ThoughtSpot and its natural language query interface “à la Google”
yellowfin tunathat invests in storytelling and recently launched a natural language query assistant
– Tellius, also on DSML convergence, in addition to the main way of natural language interaction
TIBCOalso positioned at the intersection analysis/data science

And the AI ​​in all of this?

Oracle has already been honored for the “augmented analytics” component in previous editions of the quadrant. In particular for its Digital Assistant service, the management of requests in some thirty languages ​​and its graphical analysis capabilities.

At Pyramid Analytics, we differentiate ourselves through automated modelling, cataloging and visualization. SAP is in the same vein, with additional planning and an overall good point about natural language processing. On the Tellius side, Gartner welcomes query customization capabilities. And at Zoho, the automatic management of temporal reasoning.

SAS, on the other hand, does not support temporal reasoning; nor spatial, for that matter. All in all, Google also seems to be lagging behind: noinsights automatically, tell a story or natural language generation. MicroStrategy has similar advancement areas. In ‘s house incortait’s the lack of native features that stands out.

Features and Performance

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

In others, one or two features stand out. Positive at MicroStrategy for the 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 mainly contains questions and answers in natural language and insights automated). The same at Salesforce, where the Einstein Discovery experience continues to be integrated. Or at Tellius (reporting), Zoho(dataviz) and Yellowfin (governance: no versioning or Git integration).

In terms of performance, six suppliers receive a positive comment. 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. Also Incorta, with the complement data mapping.

Modularity, flexibility, openness: the advantage of the “little ones”?

At Alibaba, the modularity of Quick BI is not so much about performance as it is about modularity. The same trend at SiSense and Yellowfin, whose offers are also distinguished by their openness. First, especially by cataloging on other BI tools via API and connection to reporting third. For the second, with non-proprietary formats at the output of data preparation and tell a story can be integrated with the three market leaders.

Gartner also associates SiSense with the term “flexible.” At least in terms of betting options. MicroStrategy, Pyramid Analytics and TIBCO are on the same level. Such as IBM, which combines SaaS, BYOL and Cloud Pak for Data. With Domo, the trump card is rather the speed of implementations, with dynamic connectors that respond to changes in the source diagrams.
Microsoft, on the other hand, only offers cloud deployment on Azure. SAP has no version on the first. Incorta has a limited presence in the public cloud (some Google Cloud regions).

On the criterion of economies of scale

Of the three vendors that Gartner hails on the issue of: Pricestwo are hyperscalers. Microsoft for the overall value for money of its offerings; AWS in particular because of its “per session” model on read-only profiles (viewers). The third, ThoughtStop, has a good point about the augmented analytics part.

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

Then to exclude Microsoft from the FinOps analysis is a different story: usage management is not a strong point of Power BI, Gartner says.

Main illustration © Pro motion pic

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