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Patent Information
One or more of the following patents may apply to the product(s) referenced herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 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, 6,707,889, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 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, 6,888,929, 6,895,084, 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 and 7,127,403. Other patent applications are pending.
MicroStrategy vs. Cognos
I. Executive Summary.......................................................................................................................... 5
MicroStrategy 8 Overview................................................................................................................... 6
In the business intelligence marketplace, MicroStrategy competes vigorously with vendors such as Cognos. At first
glance, both MicroStrategy 8 and Cognos 8 can be used to report and analyze corporate data, providing business
insight to organizations. However, once customers implement these business intelligence (BI) solutions, they recognize
critical differences derived from the architecture and paradigms of these very different technologies. Key architectural
differences affect the variety of report types, the breadth and depth of analysis, as well as the cost required to
maintain the BI application. The architectural differences result in disparities in performance, scalability, usability,
efficiency and reliability of the system; all of which impact user adoption and ultimately, the success of the BI project.
Ironically, as user and business requirements have become more complex, IT budgets have come under increasing
pressure. Business intelligence applications must now be developed, deployed and maintained with the minimum of IT
resources, while serving more users across the global organization. Clearly, the BI architecture can be either a liability
or an asset to IT departments. A technologically superior architecture will meet all the needs of the end user, while
minimizing the amount of IT maintenance and administration. An inferior architecture will require redundant and
repetitive administration, and the constant development of one-off workarounds.
MicroStrategy technology is based on a completely relational object-oriented metadata model that insulates the
BI application from changes in the data and business environment. This centralized and reusable metadata is self-
maintaining and adapts real-time to changes in user requirements, data schemas and business logic. In MicroStrategy,
report developers don’t need to duplicate metadata definitions across hundreds of reports as they do in Cognos. This
duplication increases the cost of ownership and change management of the BI application. With MicroStrategy, IT
departments have an industrial-strength administration infrastructure on which they can rely to maintain their BI
applications with ever increasing economies of scale.
Securing corporate data is a top priority in today’s enterprise BI applications. Drug prescription records, human
resources records, cell phone call records and financial transactions are just a few types of sensitive data. The security
requirements become even more urgent when information is distributed via extranets or when users drill from the
high-level performance reports to detailed transaction information, anywhere in the data warehouse. MicroStrategy
provides airtight security with 128-bit end-to-end encryption and cell level protection applied automatically across
all reports and all data. Cognos does not provide the same level of security out of the box and relies on third party
components to offer comparable protection.
Cognos has pursued a product strategy based on technology acquisitions which can be directly correlated with
its lower levels of customer loyalty1. Conversely, MicroStrategy has concentrated on a single product architecture
that spans reporting, ad-hoc query, analysis, proactive notification, scorecards and dashboards under the same user
interface and metadata, thus ensuring a single “version of the truth.” Cognos 8 is still comprised of many different
architectures and interfaces. In Cognos, users will need Query Studio for ad-hoc query, Analysis Studio for OLAP,
Report Studio for managed reports, Metrics Studio for scorecards and Event Studio for proactive alerts. A greater
MicroStratEGY VS.Cognos
number of different architectures means more maintenance effort for IT. A greater number of user interfaces means
more training for end users, elevating the total cost of ownership of the business intelligence application.
1
The OLAP Survey 6- Author: Nigel Pendse http://www.survey.com/olap/
For over a decade, MicroStrategy customers have built thousands of mission critical BI applications with MicroStrategy
technology. With an administration-friendly architecture, robust security, a self-service zero-footprint Web interface,
and proven user and data scalability, MicroStrategy 8 is the only business intelligence vendor to obtain the highest
technology score from the leading industry analyst firm’s Vendor Ratings. The most respected independent survey in
the industry, The OLAP Survey 62, stated that MicroStrategy surpassed Cognos in delivering higher business value and
better technical support resulting in the highest customer loyalty ratings across any BI vendor.
This document discusses in detail the important characteristics of the MicroStrategy 8 architecture, the key differences
between MicroStrategy 8 and Cognos 8, and the critical questions that should be asked when evaluating Cognos and
MicroStrategy. Conclusions are rooted in publicly available documents and not subject to individual interpretation.
The MicroStrategy architecture is the result of 4 years of development and 5 years of subsequent refinement, driven
by the needs of the most demanding BI applications in the world. MicroStrategy is an industrial-strength BI technology,
uniquely capable of serving BI application requirements characterized by the largest scale, most sophisticated analytics,
highest report volumes, and most users. This caliber of BI technology is now being sought after by companies, not
just for their most demanding BI applications, but for the purpose of hosting all of their BI applications – standardizing
all BI onto a single, highly-functional and economical architecture and reaping significant economies of scale and
enterprise-wide consistency.
Unlike BI Suites and BI Series offered by other vendors, MicroStrategy offers the only organically grown BI architecture.
All of the MicroStrategy 8 components were expressly built to work within a unified architecture and not as separate
standalone products or acquired technologies that were subsequently joined together.
MicroStrategy 8 Overview
Launched in 2005, MicroStrategy 8 offers the latest in technical innovations with over 2,000 enhancements across
the platform. One of the key differentiators of MicroStrategy 8 is its integrated BI platform, eliminating the need for
companies to use numerous distinct technologies from different vendors for reporting, analysis, and performance
monitoring. MicroStrategy 8 provides a BI platform that companies can standardize on for all their BI needs.
MicroStrategy: Best in Business Intelligence
With a scalable architecture and a single metadata, users can seamlessly navigate from scorecards and dashboards
to reports and analysis without being required to open and close multiple BI tools and navigate dissimilar interfaces.
MicroStrategy 8’s newly designed Web interface is specifically tailored for the business user. The user interface
includes an array of “one-click” actions with familiar paradigms to make business users more productive. For the first
time, users can format reports and scorecards in WYSIWYG (what-you-see-is-what-you-get) mode and leverage the
formatting skills they already have to radically reduce the time it takes to develop and deploy new reports.
2
The OLAP Survey 6- Author: Nigel Pendse http://www.survey.com/olap/
Why Companies Choose MicroStrategy?
1. Integrated architecture: The MicroStrategy product set is built from a single architectural foundation, delivering all
5 Styles of BI: Scorecards and Dashboards; Reporting; OLAP; Advanced Analysis; Alerts and Proactive Notification.
2. Full featured Web interface: MicroStrategy’s Web interface delivers a Windows-like feeling with drag-and-drop
interactivity from any Web browser. The advanced Web architecture is “zero-footprint”, using no Java or Active X
controls, and delivers a rich reporting experience both inside and outside the firewall.
3. Seamless integration of reporting, analysis, and monitoring: MicroStrategy can embed OLAP features directly
into enterprise reports like scorecards and dashboards, providing a seamless user experience that uncovers root
causes without the need for programming or switching interfaces.
4. Ease of use and self service: MicroStrategy’s unique WYSIWYG report design and editing allows MicroStrategy end
users to easily design and refine reports over the Web using familiar skills similar to Microsoft® PowerPoint or Excel.
5. High performance scaling to thousands of users: Unlike other BI providers, MicroStrategy software expands
with the application to efficiently scale from hundreds to thousands of people.
6. Proven data scalability: For the past five years, The OLAP Surveys have ranked MicroStrategy highest in data
scalability. With terabyte-size databases commonplace, MicroStrategy’s field-proven technology enables customers
to deploy more BI applications with greater analytic sophistication and user functionality.
7. Automated report maintainability: Dynamic metadata architecture ensures that changes ripple throughout all
reports automatically.
8. Pervasive security and user administration: Security is automatically applied to all users, reports, and data
through role-based user administration.
9. Engineered on a single code base: MicroStrategy is widely recognized for its meticulously engineered software
based on a single code base, scaling to organizations and applications of all sizes; leveraging any hardware,
operating system, and data source infrastructure while making BI more approachable for the average business user.
Business intelligence has the power to provide performance feedback and visibility to all people in an organization,
MicroStratEGY VS.Cognos
enabling businesses to make thousands of better decisions every day. However, not all BI technologies deliver on this
promise, falling short on a number of key requirements demanded of enterprise BI applications. The following table
outlines the 12 overarching and important criteria by which all modern BI technologies need to be assessed, and
provides a side-by-side evaluation of MicroStrategy 8 and Cognos 8 along these requirements.
KEY BI REQUIREMENT MICROSTRATEGY 8 COGNOS 8
KEY BI REQUIREMENT MICROSTRATEGY 8 COGNOS 8
• Single management console MicroStrategy Object Manager facilitates Administrators can easily break metadata
metadata life cycle management, metadata integrity by erasing a filter or other
dependencies and project management. metadata objects used inside a report as
there is no integrity tool check before
removing an object.
KEY BI REQUIREMENT MICROSTRATEGY 8 COGNOS 8
10
KEY BI REQUIREMENT MICROSTRATEGY 8 COGNOS 8
IV. C
ritical Questions to Ask when Evaluating
MicroStrategy and Cognos
There is a fundamental difference between the software architectures of Cognos and MicroStrategy. Cognos has a
legacy of multiple products with non-integrated architectures which haunts them even to the most recent Cognos
8 release. In comparison, MicroStrategy’s code base was completely rewritten over the course of 4 years as a unified
server-centric architecture. MicroStrategy has been building its platform organically and keeping the utmost integrity
and efficiency. This basic difference allows MicroStrategy customers to benefit from:
• A greater range of functionality through a single Web interface and unified architecture which decreases training
and maintenance costs.
• A productive WYSIWYG edit environment which can be used across any Web browser.
• A market proven user and data scalability with more efficient use of network and server resources.
MicroStratEGY VS.Cognos
The following questions elicit these basic MicroStrategy strengths with some very specific comparisons that should be
made when evaluating Cognos and MicroStrategy.
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1. MicroStrategy 8 utilizes a multi-level caching architecture. MicroStrategy achieves high inter-user and
inter-report caching rates that allow maximum utilization of the IT resources, resulting in the lowest
cost per report. Does Cognos 8 provide a similar enterprise caching architecture?
MicroStrategy provides a comprehensive caching architecture that has been built and improved over the years.
With the MicroStrategy platform, caching is synchronized across clustered machines. All users can access
the portion of the cache for which they have permissions. Permissions are determined after applying security
filters, privileges and access control lists. With MicroStrategy, the cache is automatically refreshed whenever
any underlying report object or data changes. This is critical in maintaining a “single version of the truth.”
MicroStrategy’s multi-level caching architecture offers the following caching levels for maximum reusability:
• Report dataset caching allows quick access to full and intermediate result sets, enabling inter-user and inter
report caching.
•M
etadata object caching allows the reuse of attributes, metrics, hierarchies and other report objects.
This greatly improves the response time during report creation and manipulation.
• L ookup table element caching provides great reusability for prompt values. For example, a hierarchically sorted
list of a thousand product categories or SKU items can be cached, eliminating expensive queries to the database.
•X
ML definition caching delivers different report presentations from the same XML cache without the need of
querying the database again. The XML cache is also used for incrementally fetching data on-demand through
the report pages or for increasing the performance of system-to-system data transmission via web services.
• Intelligent cubes enable quick user manipulations such as slicing and dicing, pivoting, subtotaling, banding,
sorting, drilling and adding new derived metrics. This enhances the usability of the system and speeds up the
investigative process.
MicroStrategy 8 uses one or more datasets as data sources for the documents. These datasets are cached
immediately when they are first used. As a result, any other report that uses the same dataset immediately
benefits from this cache. Performance and throughput are improved significantly for subsequent reports.
MicroStrategy 8 prompted reports can display hundreds of options e.g., SKU item pick list, where this list can
be cached for future use in any similar prompted report.
Cognos 8 provides limited caching mechanisms to allow inter-user and inter-report caching, essentially only
providing reusable HTML caching that users have to explicitly publish and request. Users cannot automatically
reuse the report results requested by a previous user. This means Cognos 8 will have to generate and re-run the
same SQL every time a user requests the same report, putting a tremendous strain on database and network
resources. Cognos 8 prompted reports need to generate the pick list by running a query to the database every
MicroStrategy: Best in Business Intelligence
time the report is run, dramatically increasing the users’ wait for the prompt questions.
To put this in perspective, let’s consider a hypothetical enterprise reporting application with 100 different reports
and 5,000 users running an average of 10 reports per day. This hypothetical application will produce a total
of 5,000 x 10 = 50,000 reports per day. Cognos 8 will execute 50,000 reports against the database, while
MicroStrategy will only execute a maximum of 100 reports, as the remaining reports will be retrieved from
the data cache. MicroStrategy’s advanced caching architecture will perform 500 times fewer roundtrips to the
database, consuming less network and database resources.
2. MicroStrategy’s 64-bit native platform takes advantage of customers’ investments in the latest 64-bit
hardware and operating systems. Can Cognos 8 leverage 64-bit hardware and operating systems?
12
MicroStrategy‘s 64-bit platform is compiled natively to leverage the address memory space benefits from 64-bit
operating systems and microprocessors. Cognos 8 is compiled in 32-bit native mode even if it is running on
64-bit operating systems which results in Cognos not being able to leverage the benefits of 64-bit environments
and customers’ 64-bit hardware investments.
MicroStrategy has one of the industry’s most modular code bases which allows just a portion of its ‘kernel’ to be compiled
for the appropriate OS-chipset combination. This allows MicroStrategy to perform very little work to support a broad
range of platforms. In MicroStrategy’s state-of-the-art code base, every enhancement done in the code is common for all
the platforms supported. Therefore, “software bugs” are less prone to be introduced. Cognos 8 is made of a mix of C++
and Java code taken from different products, requiring major changes to support new environments or enhancements.
3. MicroStrategy supports aggregate tables which optimize the performance of the OLAP and Reporting
application. MicroStrategy’s engine is automatically “aggregate aware” so it selects the most efficient
table to retrieve the data. Is Cognos 8 automatically “aggregate aware”?
MicroStrategy supports a wide variety of data schemas, from the common star schema to sophisticated snowflake
with split-fact schemas. Using these schemas, the data is modeled following an object oriented paradigm where,
e.g., “Region” is an object or attribute that defines a geographical characteristic of the data. In this case “Region,”
regardless of the number of instances it is found across the tables in the data warehouse, will be recognized by
the MicroStrategy SQL engine as the same object. This logical abstraction layer provides MicroStrategy with many
reusability and optimization capabilities. Factual “Regional” data could exist across several tables with different levels
of aggregation e.g., ‘daily sales’ fact table or ‘monthly sales’ fact table. If the user runs a 2005 sales report broken by
“Region,” the MicroStrategy engine will select the most efficient table. In this case it will select the Sales per month
table as it provides the highest level of aggregation and the least effort to aggregate the yearly requested data.
Cognos 8 provides a very weak object oriented definition of the data. Cognos’ Query Subjects and Query Items
represent one-to-one mappings of the data warehouse table and table column structures respectively. Using Cognos
Framework Manager, the Cognos 8 modeling tool, data modelers expose these first order representations of data
to the report designers and ad-hoc query users. Reports are then created by selecting these individual “query items.”
Since data modelers must specify that the “Region” query item will map to a specific table or “query subject,”
it constrains the Cognos SQL engine from pointing “Region” to many “query subjects” or tables. This critical
architectural limitation causes the lack of aggregate awareness capability in Cognos 8 and limits the performance,
maintainability and scalability of the business intelligence applications.
4. MicroStrategy can scale to support upwards of 200 concurrent web users on a single four CPU Server.
How many concurrent web users can Cognos support on a single four CPU server? How does the TCO
of MicroStrategy compare with Cognos’?
Cognos can support a maximum of 19 concurrent web users per CPU3. Low concurrency per server in a Cognos
environment results in dramatically inflated hardware costs to support a large Web user community.
MicroStratEGY VS.Cognos
When evaluating the total cost of ownership for a BI application it is critical to focus on the whole business
intelligence utility. If a CPU from MicroStrategy can support ten or more times the number of reports, then that
many times more hardware and CPU licenses would be needed for a Cognos environment so it achieves the
equivalent MicroStrategy throughput numbers.
3
T able 5 from http://www.cognos.com/pdfs/whitepapers/wp_cognos_reportnet_scalability_benchmakrs_ms_windows.pdf shows that 875 users
using Cognos ReportNet, which is the architectural baseline for Cognos 8, get a response-time of 18 sec. when running a report (using 44 CPUs).
13
5. MicroStrategy offers a full report formatting and WYSIWYG editing environment for highly formatted reports
over the Web in a zero-footprint environment from any browser. Does Cognos offer the same functionality
without any dependency on ActiveX? Can a report designer create a report in Cognos Report Studio using
the Firefox or Netscape browsers? Which formatting options are available in Cognos Analysis Studio?
MicroStrategy provides the report creation tools expected from typical publishing and design tools, such as
guidelines and rulers. MicroStrategy allows the report designer to efficiently control the absolute position of
report objects on the layout, delivering outstanding boardroom quality printouts. Cognos Report Studio does
not have comparable design aids and the report designers cannot use absolute positioning to place report
components over the layout. This limits printout presentation and increases report creation time.
Cognos Report Studio provides a limited WYSIWYG design environment. Report designers must layout a series of
tables and then embed the report components. To visualize the changes, report designers must run the report. If
modifications need to be performed, designers must go back to the design environment to do the appropriate
changes and re-run the report. The number of iterations to get a report to its final form without the WYSIWYG
run-time capabilities that MicroStrategy offers greatly decreases the productivity of the report designer in Cognos 8.
Cognos 8 only offers its report design interface on the Web and there is no desktop version available. Web
interfaces, while they provide great distribution benefits, normally lag behind when compared to the
productivity and interactivity offered by desktop interfaces. Creating nice looking reports such as dashboards
often requires more time spent on the layout and formatting than the underlying dataset definitions. This is why
many customers still require a desktop interface for those full time designers. MicroStrategy provides both Web
and desktop interfaces, providing more flexibility and productivity to the report designers.
Cognos Analysis Studio contains extremely limited report formatting capabilities for reports. Cognos end
users under the Consumer role cannot personalize the report aesthetics or interact with the report data e.g.,
sort by a column. Cognos 8 end-users only receive a static view of the report.
Cognos Report Studio requires Internet Explorer’s ActiveX and cannot be considered zero-footprint for run-time
purposes. The use of ActiveX in Cognos opens security holes. Cognos dependency on Microsoft Internet Explorer
makes it impossible for users to create reports using the increasingly popular Firefox or Apple’s Safari browsers.
6. MicroStrategy allows dynamic drill anywhere from any data element on any report. Does Cognos
offer dynamic report drilling functionality?
MicroStrategy underlying metadata and data schema allows users to easily drill anywhere to deliver the maximum
MicroStrategy: Best in Business Intelligence
investigative results. Users can drill from a Report Services’ report to any ad-hoc query or intelligent cube. End users
are able to explore the data without waiting for IT to respond to them.
Cognos 8 does not provide dynamic drill anywhere; it can only provide drill up and down paths. Report designers
must manually create and enable drill links on a per report basis. This translates in lots of reports and links to
manually maintain. Cognos Report Studio provides a way to define links using a “hyperlink” mechanism where
users can specify the target report and parameters to pass when users click on a particular column. Drill through
links cannot be reused across different reports. In addition, if the “target report” changes and its parameters
need to be updated, the user must go back to the “source report” and do the proper manual updates. While
this “hyperlink” functionality is useful in particular scenarios, it is certainly not the right approach when it comes to
replicating OLAP functionality such as MicroStrategy’s unique drilling anywhere.
14
7. MicroStrategy provides end-users with “must have” interactive features supporting self-service
environments that greatly reduce requests to IT for slightly different versions of the report. What
level of interactivity does Cognos 8 provide to end-users?
MicroStrategy end-users have useful interactive features at their finger tips. Interactive features such as sort, page by,
pivot, formatting, and toggle totals allow users to slightly personalize the report presentation to their specific needs,
minimizing the number of requests to IT and allowing them to obtain the information they want faster. Interactive
functionality helps reduce the number of reports with slight variations e.g., users might like a summary report with
an outlined view of the totals paged by “Region” while others would like a flat view of the data without any total
information in a small font. While these two views serve different purposes, the data and report definition is the
same. Users can get variations of the same report and avoid waiting on IT to create separate report definitions.
Cognos 8 Consumer role provides its end-users with very limited interactivity, forcing end-users to flood IT with
personal requests, promoting the creation of slightly different versions of the report and increasing the maintenance
cost of the business intelligence application.
8. MicroStrategy covers an extensive range of report types as a result of supporting the “banding”
paradigm for the creation of production reports, as well as the “zone-based” paradigm optimized for
dashboards and scorecards. Where does Cognos 8 stand on its report style breadth capabilities?
MicroStrategy covers all types of enterprise reports. The report designer can drag and drop attributes to the
‘group by’ section of the report and the header and footer for that attribute band will be created automatically.
The MicroStrategy Report Services engine automatically generates the hierarchical rendering and subtotal
calculations for the different bands. MicroStrategy Report Services could place report objects within “bands” for
maximum flexibility, thereby supporting all types of business reports, including dashboards and scorecards.
Cognos Report Studio utilizes HTML tables for the creation of reports. Cognos 8 does not provide an efficient
and easy way to display the report information in different bands. In some cases, a designer using Cognos
Report Studio can potentially work around this limitation through the use of nested HTML tables and mimic
the functionality of “banded” paradigms. However, the use of tables within tables or nested tables is very time
consuming and it hinders the report performance. Nested tables would also need to include additional duplicated
objects that potentially incur extra queries and joins in memory. It is clear that Cognos 8 does not provide an
efficient way to address operational report requirements and is primarily optimized for dashboard and scorecards.
9. MicroStrategy provides predictive analysis for the business user by integrating BI with 3rd party data
mining systems. Can Cognos integrate with 3rd party data mining tools?
Cognos provides data mining and predictive modeling via Scenario and 4Thought. These products are not well
integrated with the Cognos 8 architecture. Cognos 8 does not integrate out-of-the-box with standards such as
PMML, and best-of-breed data mining systems like SPSS, SAS and IBM Dataminer.
MicroStratEGY VS.Cognos
10. MicroStrategy’s OLAP market share has been trending up. How are sales trending for Cognos’
PowerPlay (Analysis Studio) which is Cognos’ leading OLAP offering?
Sales of Cognos PowerPlay (Analysis Studio in Cognos 8) have been trending down. Cognos cube data scalability
limitations, limited formatting, inability to analyze more than one metric at the same time and limited predictive
metrics support, may be some of the reasons for its continued decline in market share.
15
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