zero-click intelligence, deploying hypercards in your

Copyright © 2018 MicroStrategy Incorporated. All Rights Reserved.

Zero-Click Intelligence™: Deploying HyperCards to your organizationTyler Convey, Product Marketing Manager Nida Imtiaz, Product Management

Copyright © 2018 MicroStrategy Incorporated. All Rights Reserved.2

This presentation may include statements that constitute “forward-looking statements” for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995, including descriptions of technology and product features that are under development and estimates of future business prospects. Forward-looking statements inherently involve risks and uncertainties that could cause actual results of MicroStrategy Incorporated and its subsidiaries (collectively, the “Company”) to differ materially from the forward-looking statements.

Factors that could contribute to such differences include: the Company’s ability to meet product development goals while aligning costs with anticipated revenues; the Company’s ability to develop, market, and deliver on a timely and cost-effective basis new or enhanced offerings that respond to technological change or new customer requirements; the extent and timing of market acceptance of the Company’s new offerings; continued acceptance of the Company’s other products in the marketplace; the timing of significant orders; competitive factors; general economic conditions; and other risks detailed in the Company’s Form 10-Q for the three months ended September 30, 2018 and other periodic reports filed with the Securities and Exchange Commission. By making these forward-looking statements, the Company undertakes no obligation to update these statements for revisions or changes after the date of this presentation.


Zero-Click Intelligence™: Deploying HyperCards to your organization

• Why HyperIntelligence?• What is a HyperCard?• How do you build a

HyperCard?• What can you do with

HyperCards today?• What are some business

use cases for HyperCards?

Presentation Outline


For over three decades we’ve been focused on one thing.

Our vision of Intelligence Everywhere.


The Analytics Market Continues to Grow

• Global IT spending is set to grow to $3.7 Trillion in 2018

But adoption lags behind at most organizations

5

• Business Intelligence software alone accounts for over $18 Billion in investments

• Yet the adoption of analytics at most organizations fails to exceed 30%


Why is this an issue?

6

People armed with intelligence simply make better decisions

Organizations have done a great job collecting information and capturing intelligence.

However, many still struggle to operationalize intelligence by putting it in the hands of people when and where they need it most.


So what’s stopping organizations from breaking through and driving

the pervasive adoption of intelligence?


Existing Tools Only Cater to a Small Subset of Users

8

The vast majority of people using analytics today are administrators, analysts, and data scientists

30%

70%

What’s stopping the 70% of people not using analytics today?

Most people don’t have the time, skill, or desire to seek out data on their own.


30% simply isn’t good enough.

Our vision of an Intelligent Enterprise is one where everyone benefits from

intelligence.


So what can we do to ‘nudge’ people towards better, more informed

decisions without overwhelming them with data?


Solving a Billion-user Problem

11

Only a few companies have reached this level of adoption among their users

How do we build a tool that makes analytics accessible to everyone?


How Does Apple Tackle Analytics?

What does it take to make analytics accessible to every user?

What about Facebook?

What Can We Learn From Apple and Facebook?

Intelligence delivered at a glance with the Apple Watch Location-aware restaurant recommendations

• 3 KPIs delivered just in time, without any work required by the user

• Contextually-aware, it knows who you are and what you’re doing

• Smart enough to update with real-time information

• Delivers geospatial analytics, filters, and KPIs without making me realize I’m using analytics

• Contextually-aware, it knows that I am visiting a new city

• So it proactively provides me with recommendations for nearby restaurants based on my preferences

Analytics and Mobility | 13

EverywhereEffortlessTrustedPersonalized

The key takeaways? To be truly pervasive, intelligence needs to be:

MicroStrategy Confidential. Copyright © 2018 MicroStrategy Incorporated. All Rights Reserved.

Introducing HyperIntelligenceZero-Click Intelligence designed for the way you work

15

HyperIntelligence is MicroStrategy’s answer to the questions posed above. It represents an entirely new

class of applications that transform the way people find answers through zero-click user experiences.

By injecting insights directly into a user’s existing workflows, these applications seamlessly transform

familiar interfaces into intelligence tools – making every person, application, and device more intelligent.

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HyperIntelligence is about injecting insight into modern interfaces and technologies

HyperCards HyperVision HyperVoice HyperScreens

• Surface current, relevant information for keywords

• Works on browsers and business applications

• Overlay intelligence over every image you see

• Works using the native camera in your mobile device

• Integrate with chatbots and digital assistants

• Get answers in real-time simply by asking questions

• Transform every TV screen into a personalized command center

• Use location intelligence to deliver contextual, highly personalized information

17

Who’s familiar with the concept of flow?

18

What’s the value of flow?

19

Productivity loss caused by switching between multiple software applications

results in a cumulative corporate loss of $450 billion per year.

On your email clients – Outlook 365HyperIntelligence With HyperCards

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On any website – TechCrunch.comHyperIntelligence With HyperCards

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On your enterprise systems – Salesforce.comHyperIntelligence With HyperCards

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On your productivity apps – Office 365HyperIntelligence With HyperCards

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On data discovery tools – Power BIHyperIntelligence With HyperCards

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Product Demos and Current FeaturesNida Imtiaz, Product Management

Bring insights to where users live with zero clicksHyperIntelligence

BrowsersAugment the browser with Hyper cards

MicroStrategy 2019 Environment

Author Cards in Workstation (Win/Mac)- Use existing data sets- Search- Save to Applications

Publish to Intelligence Server- Leverage existing Users/Groups/ACLs- Security- Scalability- Access to Enterprise Assets

Copyright © 2018. MicroStrategy Incorporated. Future Plans subject to change. For discussion purposes only.

What’s New in MicroStrategy 2019

Chrome Browser Extension

Download extension for zero-click intelligence

Governance and SecuritySecure your data with easy governance

Easy Authoring InterfaceCreate beautiful looking cards with intelligent information

MICROSTRATEGY 2019

§ One-click install from Chrome Web Store§ macOS and Windows OS Support§ Color-coded cards§ Blacklist websites

§ Easy drag and drop objects on the card§ Choose from two types of layouts§ Easy number formatting§ Alternate keyword matching solution§ Hand picked color palette

§ Object and row level security§ ACL’s§ Certify your cards§ Standard, LDAP, Guest and Badge

Authentication


Author Beautiful Cards on WorkstationBuilding Cards is Easy with its Drag and Drop Interface


HyperIntelligence Product Demo

29

Author Beautiful Cards using MicroStrategy Workstation


Best Practices for Designing HyperCards

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Header: Identifying attributes such as location, address, phone number, etc.

Summary: High-level overview of the attribute element

Context: Detailed information designed to help a user make a decision

Long-form Attribute: Use this space to provide further context or recommended next steps


Alternate Keyword MatchingEnhance the probability of matches using Alternate Keyword Matching


What is Alternate Keyword Matching?

32

Increase probability of matching using other Aliases

§ You can add alternate keywords to a card to broaden the scope of what appears as a keyword in your browser

§ They do not replace the original keyword you chose

§ Rather, they identify words or numbers that are synonymous with a keyword attribute that can invoke a HyperCard on your web browser



33

Alternate Keyword Matching


Number Formatting and LinksFormat your numerical KPIs directly from the card editor


Number Formatting and LinksFormat your numerical KPIs directly from the card editor



35

Number Formatting and Links


Governance and SecurityACLs, Certify and Object Level Security



37

ACLs, Certify and Object Level Security


Browser Extension FeaturesTurn Cards ON/OFF and Blacklist Websites on-the-fly

HyperIntelligence Chrome Extension

39


Install and Configure ExtensionOne-click Install and Easy Configuration to any MicroStrategy Instance

41

One-click Install via Chrome Web Store

HyperIntelligence Installer for macOS and WindowsOS

42

Deploy HyperIntelligence Across Your Enterprise

43

Choosing the right deployment strategy for your organization

Phase 1: § Planning is key§ Run a pilot for 50 users§ Make sure the deployment was smooth

Phase 2:§ Go-live for the organization§ Train your users

Extension Updates:§ Google Chrome will keep the latest version of the extension

installed. § No user action is required.


Architecture

Architecture

45


Business Use CasesTransform the way people in your organization consume information

3. Value Proposition - BusinessB2B Sales Card

47

Use Case: Provide salespeople with a comprehensive view of their customer or prospect accounts instantly within the applications they use every day

Users: Sales directors, business development managers, sales development reps, account reps

Business Value: Arming account reps with easy access to account information allows them to better respond to customer issues, recommend better products and services, increase the long-term success of their customers' applications–all of which results in higher average customer lifetime values

3. Value Proposition - BusinessRetail Product Card

48

Use Case: Provide retailers with easy access to inventory and purchasing data for different items in a store – helping them actively monitor inventory levels

Users: Store associates, store managers, buyers

Business Value: A stockout is one of the worst things that can happen to a retailer, both in terms of lost revenue and in negative customer sentiment. Arming store associates, managers, and buyers with instant access to intelligence on sales and inventory data, empowers them to take proactive action to avoid costly stockout situations–enhancing the customer experience and ultimately driving higher average customer lifetime values

3. Value Proposition - BusinessTelco Case Card

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Use Case: Arm call center representatives with the information they need to handle cases in an efficient, customer-centric manner

Users: Call center agents or managers

Business Value: Customer retention is one of the biggest challenges facing telco organizations today–due in large part to poor customer service. By arming customer service reps with the information they need to quickly and efficiently handle calls, HyperIntelligence enables reps to deliver a better overall customer experience–resulting in happier customers who are less likely to churn

MicroStrategy Consulting

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HyperIntelligence Start up

Zero-click intelligence brought to your favorite web applications in 1 week.

MicroStrategy.com/Services

Visit microstrategy.com/request-benefits to explore consulting services custom-built to help you become a more Intelligent Enterprise—and available at no cost to you.

Enterprise Support ProgramBecause we are vested in your success

Reinvesting in you.

https://www.microstrategy.com/request-benefits

Thank You!Contact Information:

Tyler Convey [email protected]

Nida Imtiaz [email protected]

Extra slides – to be deleted

3. Value Proposition - BusinessHR Employee Card

54

Use Case: Arm HR professionals with the information they need to make more effective staffing decisions for their employees and contractors

Users: Staffing managers, project coordinators, HR professionals

Business Value: Giving HR professionals instant access to actionable employee information, ensures that they intelligently allocate resources - improving utilization rates, the profitability of ongoing engagements and projects, and helping to ensure that organization are getting the most out of their workforce

3. Value Proposition - BusinessInsurance Claims Card

55

Use Case: Give claims adjusters and processing clerks the information they need to expedite the claim resolution and payment process

Users: Claims handlers, audit investigation specialists, claims adjusters, claims processors

Business Value: Every year insurance companies process millions of claims–by improving the efficiency of the claims process through better access to information, insurers can shorten the length of time it takes to process a claim and get payments in the hands of their customers faster

3. Value Proposition - BusinessFinancial Services Client Card

56

Use Case: Help wealth managers and other customer-facing professionals better understand the disparate elements of an existing client relationship

Users: Financial advisors, wealth management consultants, portfolio managers

Business Value: High-net-worth clients expect exceptional customer service. Giving wealth managers instant access to critical information on their clients helps them to make more informed investment decisions and deliver tailored, personalized customer service–resulting in better outcomes and happier, more satisfied clients

57

People Companies Products

Think about HyperCards as Surfacing the ‘Nouns’ (people, organizations, products, processesthat make up Your BusinessPeople, companies, and products

An organization could deploy a HyperCard to their business development representatives that presents information on prospects. The card could combine data pulled from their CRM and marketing automation systems and seamlessly surface it to reps within their existing prospecting workflows on LinkedIn and in email. Armed with this card, a rep could simply hover over a prospect’s name to find out their status, contact information, latest marketing touchpoint, and more.

An organization could deploy a HyperCard to their account managers that provides a 360-degree view of their accounts. The card could pull from Salesforce.com, LinkedIn, and their internal support system to give an at-a-glance summary of an account’s status. With this card, whenever a salesperson sees a customer name in their email, on spreadsheets, in their CRM, in a Google search, or on a news site, MicroStrategy will instantly underline the customer name and the account manager can simply mouse over the highlighted word to get insights into the account.

A retailer could deploy a HyperCard to their store managers and product analysts that provides insight on all of their different SKUs. The card could provide relevant details for a specific SKU like inventory, sales, and competitor pricing. With this card a store associate could simply mouse over a highlighted SKU to quickly answer a customer question and determine whether or not a specific item was in-stock.

zero-click intelligence, deploying hypercards in your

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