making applications and integration faster. key questions 1.how are we doing? 2.where are we...
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Key Questions
1.1. How are we doing?How are we doing?
2.2. Where are we investing?Where are we investing?
3.3. What’s happening in the market?What’s happening in the market?
4.4. What’s happening with our What’s happening with our products?products?
A Year of Strong Growth
20022002 20032003
$50$50
$100$100
$150$150Revenue
Up 40% worldwideUp 40% worldwide
Regional Growth
39%39%AmericasAmericas
EMEAEMEA 20%20%
Asia/PacificAsia/Pacific 60%60%
Strong growth everywhereStrong growth everywhere
Balanced Growth for Continued Stability
Strong growth in new and recurring revenueStrong growth in new and recurring revenue
Revenue Type
20022002 20032003
$50$50
$100$100
$150$150
License – Up 51%License – Up 51%Support – Up 30%Support – Up 30%
Why Are We Growing?
Continued success of our Application PartnersContinued success of our Application Partners
Top 50 Partners in 2003
Up 11-25%Up 11-25% 55
Up 1-10%Up 1-10% 77
Up 25+%Up 25+% 2424
Down 1-10%Down 1-10% 66
Down 11-25%Down 11-25% 66
Down 25+%Down 25+% 22
Nearly ½ of partnersNearly ½ of partnershave Caché businesshave Caché business
up 25% or moreup 25% or more
Why Are We Growing?
Continued success of our Application PartnersContinued success of our Application Partners
Relational refugeesRelational refugees
Caché @ Work – Relational Refugees
WhoWho
WhatWhat
European federal police forceEuropean federal police force
Combination of state and local Combination of state and local police systems, using Informix and police systems, using Informix and Sybase, to create a new Caché Sybase, to create a new Caché system for 15,000 userssystem for 15,000 users
Caché @ Work – Relational Refugees
WhoWho
WhatWhat
Large Application Partner with Large Application Partner with customers on three continentscustomers on three continents
Migration of sophisticated Migration of sophisticated application suite (and hundreds of application suite (and hundreds of sites) from Sybase to Cachésites) from Sybase to Caché
Why Are We Growing?
Continued success of our Application PartnersContinued success of our Application Partners
Relational refugeesRelational refugees
New applicationsNew applications
Caché @ Work – New Applications
WhoWho
WhatWhat
Well known publisher of yellow Well known publisher of yellow pages directoriespages directories
Developing and deploying 3000 Developing and deploying 3000 person sales force automation person sales force automation application, for use with Application application, for use with Application Partner’s solutionPartner’s solution
Caché @ Work – New Applications
WhoWho
WhatWhat
One of top 5 global securities firmsOne of top 5 global securities firms
Creation of next generation trading Creation of next generation trading infrastructure to handle thousands infrastructure to handle thousands of transactions per second and with of transactions per second and with performance requirements far performance requirements far beyond what RDBMS can deliverbeyond what RDBMS can deliver
Why Are We Growing?
Continued success of our Application PartnersContinued success of our Application Partners
Relational refugeesRelational refugees
New applicationsNew applications
Open M migrationsOpen M migrations
Caché @ Work – Migrations
WhoWho
WhatWhat
Large U.S. government departmentLarge U.S. government department
Moving 100,000 users from DSM to Moving 100,000 users from DSM to CachéCaché
Caché Performance Gains
Initial sites see Initial sites see muchmuch better performance and reduced better performance and reduced hardware requirements, e.g.hardware requirements, e.g.
BeforeBefore AfterAfter
HardwareHardware 8 node cluster8 node cluster 4 node cluster4 node cluster
GUI WindowsGUI Windows 15 – 30 seconds15 – 30 seconds InstantaneousInstantaneous
Menu rebuildMenu rebuild 44 minutes44 minutes 3 minutes3 minutes
Why Are We Growing?
Continued success of our Application PartnersContinued success of our Application Partners
Relational refugeesRelational refugees
New applicationsNew applications
Open M migrationsOpen M migrations
EnsembleEnsemble
Ensemble @ Work
WhoWho
WhatWhat
Large state government departmentLarge state government department
Composite application integrating Composite application integrating data from disparate applications & data from disparate applications & databasesdatabases
2004 Growth Sources
Caché
Ensemble
Growth RatesGrowth RatesCachéCaché ~25%~25%
EnsembleEnsemble ~10x~10x
Growth ShareGrowth Share
Key Questions
1.1. How are we doing?How are we doing?
2.2. Where are we investing?Where are we investing?
3.3. What’s happening in the market?What’s happening in the market?
4.4. What’s happening with our What’s happening with our products?products?
Where Are We Investing?
TechnologyTechnology for rapid development and high for rapid development and high performance reliable deploymentperformance reliable deployment
InterSystems Products
High Performance High Performance DatabaseDatabase
Rapid Application Rapid Application DevelopmentDevelopment
Extremely Fast Extremely Fast IntegrationIntegration
Rapid CompositeRapid CompositeApplication DevelopmentApplication Development
Where Are We Investing?
TechnologyTechnology for rapid development and high for rapid development and high performance reliable deploymentperformance reliable deployment
AssistanceAssistance for the most productive and effective for the most productive and effective use of our productsuse of our products
Technical Account Management
Focused onFocused onproactiveproactive
assistanceassistanceand expertiseand expertise
for largefor largeenterprisesenterprises
e-Learning
Using Java with Caché IIUsing Java with Caché II
Caché Performance Analysis VCaché Performance Analysis V
Application Packaging andApplication Packaging andDeployment TipsDeployment Tips
Indices II (Where Do I Need anIndices II (Where Do I Need anIndex?)Index?)
Foreign Keys versus CachéForeign Keys versus CachéRelationshipsRelationships
• Web-based education Web-based education for developers and for developers and system administratorssystem administrators
• Frequent focused Frequent focused sessionssessions
• Playback past sessions Playback past sessions at your convenienceat your convenience
Where Are We Investing?
TechnologyTechnology for rapid development and high for rapid development and high performance reliable deploymentperformance reliable deployment
AssistanceAssistance for the most productive and effective for the most productive and effective use of our productsuse of our products
VisibilityVisibility for ever greater acceptance of Caché, for ever greater acceptance of Caché, Ensemble, & Caché-based applicationsEnsemble, & Caché-based applications
Caché Campus
Frankfurt University:Frankfurt University:Database lectures + diploma workDatabase lectures + diploma work
Object Oriented Databases, Object Oriented Databases, projects, Technology Labprojects, Technology Lab
Database Theory and Database Theory and lots of projectslots of projects
195 universities in 32 countries195 universities in 32 countries
Community
• Strong partnerships have built a powerful and Strong partnerships have built a powerful and successful community of End Users, Partners, successful community of End Users, Partners, and InterSystemsand InterSystems
• Our principles of product excellence, quality Our principles of product excellence, quality service, and commitment to customers have service, and commitment to customers have produced enduring success for all of usproduced enduring success for all of us
Key Questions
1.1. How are we doing?How are we doing?
2.2. Where are we investing?Where are we investing?
3.3. What’s happening in the market?What’s happening in the market?
4.4. What’s happening with our What’s happening with our products?products?
“Preparing for the Upswing”
• Anticipate IT spending up 1.4% in 2004Anticipate IT spending up 1.4% in 2004
• Most increase in the second halfMost increase in the second half
• ““From 2001 to 2003, the watchword was From 2001 to 2003, the watchword was do more with do more with lessless. In 2004, the watchword is changing to . In 2004, the watchword is changing to earn as earn as you goyou go.”.”
Results from a Gartner 2004 survey of 956 CIOsResults from a Gartner 2004 survey of 956 CIOs
Source: Gartner EXPSource: Gartner EXP
IT Priorities
4. Security4. Security
5. Web projects5. Web projects
2. Cost cutting2. Cost cutting
1. Infrastructure1. Infrastructure20042004
3. Integration3. Integration
????
2. Infrastructure2. Infrastructure
1. Cost cutting1. Cost cutting
3. New applications3. New applications
4. Web projects4. Web projects
5. Integration5. Integration
20032003
Source: IDCSource: IDC
The Evolution of Applications
• The Age of The Age of AutomationAutomation
• Focus on automating existing functions, often Focus on automating existing functions, often for the first timefor the first time
• Generally narrow in scope, e.g. departmentalGenerally narrow in scope, e.g. departmental
The Evolution of Applications
• The Age of The Age of AutomationAutomation
• The Age ofThe Age of ExpansionExpansion
• Focus on replacing existing applications with Focus on replacing existing applications with “best of breed” solutions with ever wider scope“best of breed” solutions with ever wider scope
• High cost and long roll out create risk of big High cost and long roll out create risk of big failuresfailures
Technology ErasAnwenderzahlen
Anwenderzahlen
1010
technologytechnologycentriccentric
100100
userusercentriccentric
1.0001.000
networknetworkcentriccentric
relationalrelationalrelationalrelational
postpostrelationalrelational
postpostrelationalrelational
Database Market Evolution
Technology LifecyclesTechnology Lifecycles
Relational
Relational
Database
Database
Late 1970sLate 1970sPo
st Re
lation
al
Post
Relat
ional
Data
base
Data
base
Late 1990sLate 1990s
Caché: #1 Application Database
Embedded Database Market (Gartner Dataquest)
0 5 10 15 20 25 30
Others
IBM
Pervasive
Sybase
Progress
InterSystems
% Market Share
Caché: #4 Windows Database
• RDBMS market consolidates RDBMS market consolidates amongst the „Big 3“amongst the „Big 3“
• InterSystems Caché leads the InterSystems Caché leads the challenger groupchallenger group
• Rank (August 2003):Rank (August 2003):MicrosoftMicrosoftOracleOracleIBMIBMInterSystemsInterSystemsOthersOthers
Source: Gartner DataquestSource: Gartner Dataquest
The Evolution of Applications
• The Age of The Age of AutomationAutomation
• The Age of ExpansionThe Age of Expansion
• The Age ofThe Age of IntegrationIntegration
• Focus on incremental extension of existing Focus on incremental extension of existing solutions, without “rip and replace”solutions, without “rip and replace”
• Leading to new generation of composite Leading to new generation of composite applicationsapplications
Convergence
Increasingly projects span integration models …
DataData
Coordi
natio
n
Coordi
natio
n
Compo
site
Compo
site
Applica
tions
Applica
tions
Business
BusinessProcess
ProcessManagement
Management
Business
BusinessActivity
Activity
Monitoring
Monitoring
Universal Business Integration
Universal Business Integration:Universal Business Integration:An Idea Whose Time Has ComeAn Idea Whose Time Has Come
EnsembleUniversal Business Integration Platform
OneOne Architecture Architecture
RepositoryRepository
Managem
entM
anagementDe
velo
pmen
tDe
velo
pmen
t
OneOne data + data + logic modellogic model
OneOne repository repository
OneOne development developmentenvironmentenvironment
OneOne execution executionenvironmentenvironment
OneOne management managementenvironmentenvironment
Ensemble Accolades
Ensemble for Enterprises
• Flexible business process management, workflow, Flexible business process management, workflow, and rules-based solutionsand rules-based solutions
• Next generation composite applicationsNext generation composite applications
• Highly responsive business activity monitoring Highly responsive business activity monitoring systemssystems
Rapid development ofRapid development of
Ensemble for Application Partners
• Act as a Systems Integrator, using Ensemble and industry Act as a Systems Integrator, using Ensemble and industry expertiseexpertise
• Embed Ensemble in your solution, for internal or external Embed Ensemble in your solution, for internal or external integration with your applicationsintegration with your applications
• Create “Packaged Integrating Processes” (PIPs)Create “Packaged Integrating Processes” (PIPs)
New business opportunities for application partnersNew business opportunities for application partners
Ensemble for InterSystems
• Support rapid development of next generation composite Support rapid development of next generation composite applicationsapplications
• Participate in high visibility growing marketParticipate in high visibility growing market
• Provide path into organizations that have “standardized” on Provide path into organizations that have “standardized” on a databasea database
• Leverage many shared technologies with CachéLeverage many shared technologies with Caché