Software as a Service (SaaS)
Analysis of software-as-a-service offerings with a database or analytic focus, or data connectivity tools focused on SaaS. Related subjects include:
- Data mart outsourcing
- (in Text Technologies) Text analytics SaaS
- (in The Monash Report) Strategic issues in SaaS
Comments on the analytic DBMS industry and Gartner’s Magic Quadrant for same
This year’s Gartner Magic Quadrant for Data Warehouse Database Management Systems is out.* I shall now comment, just as I did on the 2010, 2009, 2008, 2007, and 2006 Gartner Data Warehouse Database Management System Magic Quadrants, to varying extents. To frame the discussion, let me start by saying:
- In general, I regard Gartner Magic Quadrants as a bad use of good research.
- Illustrating the uselessness of — or at least poor execution on — the overall quadrant metaphor, a large majority of the vendors covered are lined up near the line x = y, each outpacing the one below in both of the quadrant’s dimensions.
- I find fewer specifics to disagree with in this Gartner Magic Quadrant than in previous year’s versions. Two factors jump to mind as possible reasons:
- This year’s Gartner Magic Quadrant for Data Warehouse Database Management Systems is somewhat less ambitious than others; while it gives as much company detail as its predecessors, it doesn’t add as much discussion of overall trends. So there’s less to (potentially) disagree with.
- Merv Adrian is now at Gartner.
- Whatever the problems may be with Gartner’s approach, the whole thing comes out better than do Forrester’s failed imitations.
*As of February, 2012 — and surely for many months thereafter — Teradata is graciously paying for a link to the report.
Specific company comments, roughly in line with Gartner’s rough single-dimensional rank ordering, include: Read more
Sumo Logic and UIs for text-oriented data
I talked with the Sumo Logic folks for an hour Thursday. Highlights included:
- Sumo Logic does SaaS (Software as a Service) log management.
- Sumo Logic is text indexing/Lucene-based. Thus, it is reasonable to think of Sumo Logic as “Splunk-like”. (However, Sumo Logic seems to have a stricter security/trouble-shooting orientation than Splunk, which is trying to branch out.)
- Sumo Logic has hacked Lucene for faster indexing, and says 10-30 second latencies are typical.
- Sumo Logic’s main differentiation is automated classification of events.
- There’s some kind of streaming engine in the mix, to update counters and drive alerts.
- Sumo Logic has around 30 “customers,” free (mainly) or paying (around 5) as the case may be.
- A truly typical Sumo Logic customer has single to low double digits of gigabytes of log data per day. However, Sumo Logic seems highly confident in its ability to handle a terabyte per customer per day, give or take a factor of 2.
- When I asked about the implications of shipping that much data to a remote data center, Sumo Logic observed that log data compresses really well.
- Sumo Logic recently raised a bunch of venture capital.
- Sumo Logic’s founders are out of ArcSight, a log management company HP paid a bunch of money for.
- Sumo Logic coined a marketing term “LogReduce”, but it has nothing to do with “MapReduce”. Sumo Logic seems to find this amusing.
What interests me about Sumo Logic is that automated classification story. I thought I heard Sumo Logic say: Read more
| Categories: Log analysis, Market share and customer counts, Predictive modeling and advanced analytics, Software as a Service (SaaS), Text | 7 Comments |
Some issues in business intelligence
In November I wrote two parts of a planned multi-post series on issues in analytic technology. Then I got caught up in year-end things and didn’t blog for a month. Well … Happy New Year! I’m back. Let’s survey a few BI-related topics.
Mobile business intelligence — real business value or just a snazzy demo?
I discussed some mobile BI use cases in July 2010, but I’m still not convinced the whole area is a legitimate big deal. BI has a long history of snazzy, senior-exec-pleasing demos that have little to do with substantive business value. For now, I think mobile BI is another of those; few people will gain deep analytic insights staring into their iPhones. I don’t see anything coming that’s going to change the situation soon.
BI-centric collaboration — real business value or just a snazzy demo?
I’m more optimistic about collaborative business intelligence. QlikView’s direct sharing of dashboards will, I think, be a feature competitors must and will imitate. Social media BI collaboration is still in the “mainly a demo” phase, but I think it meets a broader and deeper need than does mobile BI. Over the next few years, I expect numerous enterprises to establish strong cultures of analytic chatter (and then give frequent talks about same at industry conferences). Read more
| Categories: Business intelligence, Business Objects, Gooddata, PivotLink, Software as a Service (SaaS) | 10 Comments |
Analytic trends in 2012: Q&A
As a new year approaches, it’s the season for lists, forecasts and general look-ahead. Press interviews of that nature have already begun. And so I’m working on a trilogy of related posts, all based on an inquiry about hot analytic trends for 2012.
This post is a moderately edited form of an actual interview. Two other posts cover analytic trends to watch (planned) and analytic vendor execution challenges to watch (already up).
Exasol update
I last wrote about Exasol in 2008. After talking with the team Friday, I’m fixing that now. 🙂 The general theme was as you’d expect: Since last we talked, Exasol has added some new management, put some effort into sales and marketing, got some customers, kept enhancing the product and so on.
Top-level points included:
- Exasol’s technical philosophy is substantially the same as before, albeit not with as extreme a focus on fitting everything in RAM.
- Exasol believes its flagship DBMS EXASolution has great performance on a load-and-go basis.
- Exasol has 25 EXASolution customers, all in Germany.*
- 5 of those are “cloud” customers, at hosting providers engaged by Exasol.
- EXASolution database sizes now range from the low 100s of gigabytes up to 30 terabytes.
- Pretty much the whole company is in Nuremberg.
Oracle Database Appliance soundbites
It turns out that Oracle’s new small appliance isn’t really an Exadata Mini-Me. Rather, the Oracle Database Appliance is — well, it seems to be a box with an Oracle DBMS in it. (Plus Oracle RAC and so on.) The whole thing is priced for and targeted at the SMB (Small & Medium Business) market, whatever that means to Oracle.
I’m not hugely optimistic about the Oracle Database Appliance. Rather, my thoughts — lightly edited from a chat with a reporter — include:
- This doesn’t solve Oracle’s SMB problems, which include:
- Oracle software is too difficult and costly to administer. The appliance will make a modest dent in that one, but it’s not any kind of game-changer, because the issues relate to the antique design of the Oracle DBMS. (I.e., I think ongoing database administration is a bigger deal than, say, one-time system set-up.)
- SMBs use third-party applications whenever they can, with an increasing preference for SaaS. Application and SaaS vendors prefer non-Oracle alternatives when they are feasible.
- Thus, Oracle is not well positioned to thrive in the SMB market … except maybe through its MySQL subsidiary, but that has a long way to go too.
- Clayton Christensen’s The Innovator’s Solution teaches us that Oracle should focus on selling a thick stack of technology to its highest-end customers, and that’s exactly what Oracle does focus on.
| Categories: MySQL, Oracle, Software as a Service (SaaS) | 13 Comments |
Are there any remaining reasons to put new OLTP applications on disk?
Once again, I’m working with an OLTP SaaS vendor client on the architecture for their next-generation system. Parameters include:
- 100s of gigabytes of data at first, growing to >1 terabyte over time.
- High peak loads.
- Public cloud portability (but they have private data centers they can use today).
- Simple database design — not a lot of tables, not a lot of columns, not a lot of joins, and everything can be distributed on the same customer_ID key.
- Stream the data to a data warehouse, that will grow to a few terabytes. (Keeping only one year of OLTP data online actually makes sense in this application, but of course everything should go into the DW.)
So I’m leaning to saying: Read more
The database architecture of salesforce.com, force.com, and database.com
salesforce.com, force.com, and database.com use exactly the same database infrastructure and architecture. That’s the good news. The bad news is that salesforce.com is somewhat obscure about technical details, for reasons such as:
- A long-ago marketing decision to not give infrastructure details, so as to convey a “Don’t worry; we’ll take care of everything” message.
- Even so, a long-ago and perhaps now-regretted marketing decision to disclose and even exaggerate salesforce.com’s reliance on Oracle, as part of an early-days attempt to prove salesforce was using enterprise-class technology.
- A desire to hide the recipe for salesforce.com’s secret sauce.
- Force of habit — I’m not sure salesforce even knows how to tell its technical story with any clarity.
Actually, salesforce.com has moved some kinds of data out of Oracle that previously used to be stored there. Besides Oracle, salesforce uses at least a file system and a RAM-based data store about which I have no details. Even so, much of salesforce.com’s data is stored in Oracle — a single instance of Oracle, which it believes may be the largest instance of Oracle in the world.
| Categories: Data models and architecture, Market share and customer counts, Memory-centric data management, Object, OLTP, Oracle, salesforce.com, Software as a Service (SaaS) | 19 Comments |
salesforce.com, force.com, database.com, data.com, heroku.com — notes and context
As previously noted, I attended Dreamforce, the user conference for my clients at salesforce.com. When I work with them, I focus primarily on database.com and related businesses. I’ve had to struggle a bit, however, to sort out the various pieces, and specifically the differences among:
- salesforce.com. This is the parent company, and the runaway leader in the SaaS (Software as a Service) enterprise application market, especially in the area of CRM (Customer Relationship Management).
- force.com. This is salesforce.com’s application development stack split out for other SaaS vendors to use, both inside and outside the CRM segment. It can be referred to as a PaaS offering (Platform as a Service). force.com relies on a proprietary salesforce.com language called APEX, which has a strong stored procedure/ database trigger orientation.
- database.com. This is the database part of force.com, spun out separately in general availability as of Dreamforce two weeks ago.
- data.com. Also launched at Dreamforce (and based, if I understand correctly, on an acquisition), this is a provider of 3rd-party data you might use as inputs to your CRM systems.
- Heroku. Another salesforce.com acquisition, Heroku is in essence a PaaS competitor to force.com. Heroku is focused on Ruby and Java, and supports a number of DBMS, SQL and NoSQL alike.
- AppExchange. This is a marketplace for things designed to integrate with salesforce.com (and perhaps also apps built on force.com). The latest claim is that there are 1200+ AppExchange offerings.
- The complete set of SaaS apps built on force.com. A 2008 white paper refers to 47,000 organizations being “supported” by force.com. Recently I’ve heard a figure just under 100,000. I’m not clear as to what that metric measures — aggregate users of SaaS apps built via force.com? Clearly there are a lot of SaaS apps built on force.com, with actual customers, but I don’t know how big “a lot” is. (Perhaps a salesforce.com person could chime into the comment thread with some clarity.)
| Categories: Market share and customer counts, Pricing, salesforce.com, Software as a Service (SaaS) | 2 Comments |
Couchbase business update
I decided I needed some Couchbase drilldown, on business and technology alike, so I had solid chats with both CEO Bob Wiederhold and Chief Architect Dustin Sallings. Pretty much everything I wrote at the time Membase and CouchOne merged to form Couchbase (the company) still holds up. But I have more detail now. 😉
Context for any comments on customer traction includes:
- Membase went into limited production release in October, and full release in January. Similar things are true of CouchDB.
- Hence, most sales of Couchbase’s products have been made over the past 6 months.
- Couchbase (the merged product) is at this point only in a pre-production developer’s release.
- Couchbase has both a direct sales force and a classic open-source “funnel”-based online selling model. Naturally, Couchbase’s understanding of what its customers are doing is more solid with respect to the direct sales base.
- Most of Couchbase’s revenue to date seems to have come from a limited number of big-ticket “lighthouse” accounts (as opposed to, say, the larger number of smaller deals that come in through the online funnel).
That said,
- Most Membase purchases are for new applications, as opposed to memcached migrations. However, customers are the kinds of companies that probably also are using memcached elsewhere.
- Most other Membase purchases are replacements for the Membase/MySQL combination. Bob says those are easy sales with short sales cycles.
- Pure memcached support is a small but non-zero business for Couchbase, and a fine source of upsell opportunities.
- In the pipeline but not so much yet in the customer base are SaaS vendors and the like who use and may want to replace traditional DBMS such as Oracle. Other than among those, Couchbase doesn’t compete much yet with Oracle et al.
- Pure CouchDB isn’t all that much of a business, at least relative to community size, as CouchDB is a single-server product commonly used by people who are content not to pay for support.
Membase sales are concentrated in five kinds of internet-centric companies, which in declining order are: Read more