Hyperintelligence Use Cases: Answers That Find You

HyperIntelligence
Use Cases
Answers that find you
| Analytics and Mobility

HyperIntelligence
for Retail
2
Customer Card
301-295-1523
Use Case
Provide retailers with instant insight into customer purchasing behavior and
activities—helping them to personalize their interactions and gain a competitive edge. Ashley Williams
Customer ID: 784321
Birthday: 1/3/1989
Address: 2223 University Drive
Chicago, IL 606010
Users Clienteling App amwilliams@mail.org 301-295-1523
Store Associates, Store Managers, Marketing Last Average Average

Purchase Date Transaction Size Basket Size
4/14/19 $172 4
Business Value Spending

Tier
Promotional
Spending
Ecommerce
Spending
For today’s retailer, a strong understanding of customers can be the difference
between success and failure. Arming store operations and marketing personnel 1 78% 10%
with instant access to intelligence on purchasing behavior, loyalty rewards, return
rates, and customer service inquiries, empowers retailers to offer more targeted
Rewards Return Rate YTD Customer
promotions and provide personalized product recommendations. Service Inquiries
$75 3.2% 0
Recommendation
Suggest this week’s check trim polo promotion to customer.
| Analytics and Mobility MicroStrategy Confidential. Copyright © 2019 MicroStrategy Incorporated. All Rights Reserved.
Vendor Card
Davis Foods
Use Case
Provide retailers with instant insight into vendor performance—helping them to drive
sales and supply chain improvements.
Davis Foods
Address: 50 Court Way, Plano TX 75024
Sales Rep: Jody Bowman
DavisFoods.com
Users Vendor Dossier Wikipedia
% of
Buyers, Planner, Allocators Department Sales YTD
Department Sales
Produce $215M 38%
Profit Margin Inventory Turn YTD Stockouts

Business Value
5.2% 11.1 5
An individual retailer can have a product assortment that is comprised of items from
hundreds, or even thousands, of different vendors – making it extremely difficult to Fill Rate Shipment Forecast
Timeliness Accuracy
monitor supplier performance. Arming merchants with easy access to intelligence on
vendor performance, profitability, stockouts, and supply chain information empowers 95% 78% 91%
retailers to drive better results and help facilitate stronger negotiations with vendors.
Recommendation
Discuss how to improve shipment timeliness in
order to avoid stockout and sales issues.
Supply Chain Card Smithton Distribution Center
DC #6
112 Chestnut Road, Smithton PA 15479
Manager: Thomas Barnes

Supply Chain App 724-953-8000 WMS
Use Case
Provide retailers with instant insight into distribution center performance—helping On-time Order Picking Order Fill Rate Inventory
them drive supply chain improvements and higher customer satisfaction. Shipments Accuracy Accuracy
98.6% 97.5% 98.8% 97.8%
Users Dock To Stock Internal Order Cycle Total Order % Of Supplier

Cycle Time Time Cycle Time Orders Received
Damage Free
Distribution Center Supervisors, HQ-based Supply Chain Personnel
4.2 hrs 8.4 hrs 13.1 hrs 98.6%
Average Warehouse Peak Warehouse Labor Overtime Part-time

Business Value Capacity Used Capacity Used Hours To Total Workforce To
Total
Retailers are sharpening their focus on supply chain in order to meet consumers’
increasing expectations around speed and convenience. Arming distribution 92.8% 99.8% 10.2% 15.7%
center supervisors and headquarters-based supply chain personnel with

immediate access to intelligence on warehouse operations and labor empowers
them to quickly identify inefficiencies and bottlenecks and streamline operations. Recommendation
Complete an inventory cycle count within the next 30 days to
improve inventory accuracy.
Competitive Pricing Card Thompson 3-Burner
Propane Gas Grill
Model # 768090-R
www.topnotchhardware.com
Merchandising Dossier JDA
Use Case
My Performance Competitor Pricing
Provide retailers with instant insight into current product pricing in the market—
Amazon
helping to ensure appropriate pricing strategies and improve customer satisfaction. Original Price Current Price
$379.00
$499.00 $399.00 Tom’s Hardware
$425.00
Users On-hand
Inventory
On order
Inventory
Johnson’s Garden & Hardware
$450.00
Buyers, Planners 6,630 292
Miller’s Supply Co.
$399.99
YTD Sales Sales % To
Plan Jack’s Home Improvement
$389.99
Business Value 4,125 5.9%
Handy Al
Retailers are under constant pressure to deliver competitive prices while $379.00
GM % YTD GM %
remaining profitable. Arming buyers and planners with instant access to To Plan
Total Hardware
intelligence on competitor pricing, as well as the performance of their own 41.2% 250 BP $400.00
merchandise, empowers them to make informed decisions about price changes
and be more confident in how these adjustments will impact profitability. Recommendation
Markdown this item to $379.00 so that pricing is in line with
the competition.
Store Card Springfield
Store # 1342
Springfield Mall
806 Jacobs Mill Road, Albany NY 12227
518-674-2038
Threadz.com Store Ops App
Use Case
Store Manager YTD Sales YTD Sales Rank
Provide retailers with easy access to real-time store performance information—
helping them to drive sales, inventory, and customer service improvements. Kara Anders $1,589,123 5
YTD Sales Vs. LY YTD Sales Vs. Plan YTD GM %
Users 5.1% 2.4% 48.7%
Store Manager, District Manager, Regional Manager, Buyer, Allocator Customer Conversion Customer Reviews Payroll vs. Budget
Rate
4.5/5 -2.4%
39%
Business Value
Understanding store performance is critical for retailers to run their business
profitably. Arming store operations and merchandising personnel with instant Inventory Shrink YTD Inventory Turn Key Item In-stock
information on store performance metrics related to sales, payroll, inventory, -3.8% 9.2 91.3%
loss prevention, and customers, empowers retailers to optimize store
operations and deliver an outstanding customer experience. Recommendation
Work with the loss prevention team to reduce inventory shrink.
Product Card
Glenn Jacobs Parka
Style #115469
Threadz.com/115469
Category: Down Jacket
Merchandising Dossier SAS TradeGecko
Use Case
MTD Sales MTD % to Target MTD Stockouts
Provide retailers with easy access to inventory and purchasing data for items
in their assortment—helping them actively monitor product performance. 150 84% 12
On-hand Inventory On Order Next Delivery

Users
115 36 11/15
Buyers, Planners, Allocators, Store Managers, Store Associates
Predicted List Price Current Discount
Inventory Shortfall
Business Value 58 $300 25%
A stockout is one of the worst things that can happen to a retailer, both in Customer Reviews
Next Promotion GM %
terms of lost revenue and in negative customer sentiment. Arming
4/5
merchandising and store operations personnel with instant access to 11/2 55.9%
intelligence on sales and inventory data empowers them to take proactive
action to avoid costly stockout situations—enhancing the customer Recommendation
Projected inventory shortfall over the next 30 days. Consider
experience and ultimately driving higher conversion rates and profitability. transferring inventory from store #452.
HyperIntelligence
for Banking
9
Stock Ticker Card
AT&T TRADE
NYSE: T
Sector: Telecommunications Services
analystresearch.com newsheadlines.com
companyfundamentals.com charts.com
Use Case
Last Previous Close Today’s Change
Boost the productivity and performance of asset management, equity analysis,
$31.09 30.58 +$0.51 (1.67%)
and private wealth management teams by giving them instant access to stock
information from websites and applications
Volume Day Range 52 Week Range
Users 36.3M $30.67 - $31.35 $26.80 - $34.53
Asset Management, Equity Analysis, Private Wealth Management

Market Cap P/E (Trailing) EPS (Trailing)
$223.2B 11.88x 2.575
Business Value Dividend Yield My Net Exposure YTD Performance
Improve the workflow of users who are analyzing sectors and companies 6.67% 1,000 shares / $23.57M /
$13.1M 8.8%
through browser applications or websites by eliminating the need to navigate to a
separate tool. Provide users with key financial metrics, analyst information, and
research links so they can make more intelligent trading decisions. Analyst Consensus
Moderate Buy
Risk Card
Liquidity Risk
VP of Liquidity Risk: Thomas Williams
Senior Director of Liquidity Risk: John Dowd
Balance Sheet Dossier Time Series Dossier
Use Case
Thresholds Liquidity Risk Coverage Ratios
Easily monitor key risk performance metrics, forecasts, and targets to mitigate
regulatory, external, and internal risks Management 30 Day 12 Month
Operating Metric Forecast Forecast
120%
Users Idiosyncratic 140% 120%
Board Notification
Balance Sheet Management, Risk Management, and Compliance Teams Threshold
110% Systemic 279% 201%
Business Value Board Limit

Combined 189% 142%
Banking risk management practices are complex and continuously evolving. 100%
Arming balance sheet management, risk management, and compliance
personnel with instant access to critical risk information enables them to quickly
Recommendation
identify potential risks so they can take precautionary actions to mitigate issues.
Schedule meeting to discuss plans to bring metrics within
desired levels.
Branch Card Westwood Bank Center
Branch # 1239
Westwood Mall
710 Washington Blvd, Columbus OH 43035
740-635-2025
Retail Banking App
Use Case
Average Asset Balance
Branch Manager Asset Balance
Provide banks with easy access to real-time branch performance information— Vs. LY
helping them to drive profitability and customer service improvements Evan Davis $2,134.9M 7.1%
Liability Balance Liability Balance Fee Income
Users $1,348.4M -1.1% $157,293
Branch Manager, District Branch Manager, Regional Branch Manager

Interest Income Profitability Rank Customer Reviews
$48.3M 6 4.5/5
Business Value
Customer Retention YTD Number of New Employee Costs Vs.
Understanding branch performance is critical for banks to run their business Customers Budget
profitably. Arming branch operations personnel with instant information on

89% 186 -1.3%
performance metrics related to assets, liabilities, income, payroll, marketing, and
customers empowers banks to optimize operations and deliver an outstanding
customer experience. Recommendation
Increase community marketing efforts to drive more business

from new customers.
Sales Rep Client Card
Gwen’s Hair Design
Use Case
Boost the productivity and performance of banking sales teams by giving them instant
access to the information they need to make fast, informed recommendations while Gwen’s Hair Design
Customer ID: 83940302
meeting with their clients Address: 925 Beech Avenue,
Baltimore MD 212018
Main Contact: Gwen Wilkes
Users Business Banking app Salesforce SLA
Account Average Assets Average AUM

Sales reps for business banking, commercial banking, or personal banking customers Category Under Management Vs. LY
Gold
$3.81M 7.8%
Premier
Forecasted Average Average Liability Annual

Business Value AUM (N4Q) Profitability
$3.95M $848,500 $164,592

Today, customers have more choices on how, when, and where to bank. It’s critical
that sales reps make the most of every client interaction in order to drive profitability Estimated Customer Customer
Wallet Share Relationship Satisfaction
and customer loyalty. Arming sales reps with relevant data at the point of customer
5.5 Years 4/5
interaction empowers them to close deals more quickly, develop better customer 65%
relationships, and differentiate themselves from the competition.
Recommendation
Suggest customer take advantage of our Visa Business
Card offer.
Wealth Management Client Card
Sarah Thomas
Use Case
Provide wealth advisors with instant insight into portfolios so they can perform
better and deliver superior client service
Sarah Thomas
Customer ID: 3429580
Income: $600,000 - $800,000
Marital Status: Married
Age: 36
Length of Client Relationship: 4 years
Users Wealth Management app amwilliams@mail.org 301-295-1523
Portfolio Summary Portfolio Performance

Wealth managers, asset managers, financial advisors
Assets Rate of Return Funds
$2.14M 5.73% $800,750 5.3%
Stocks
Cash Flow Asset Rank $928,472 9.7%
Business Value $93,850 17
Bonds
$272,996 (2.76%)
High-net-worth clients expect exceptional customer service. Giving wealth
managers instant access to critical information on their clients helps them to make Investment Style Cash
Aggressive $52,565 1.13%
more informed investment decisions and deliver tailored, personalized customer
Last Communication
service–resulting in better outcomes and happier, more satisfied clients 5/17/2019
ETF
$85,217 (1.32%)
Next Action
Rebalance fixed-income portfolio based on revised risk
tolerance. Set up in-person meeting with client.
Wealth Manager (Employee) Card Nathan Lee
Title: Senior Wealth Manager
Employee ID: 395
LinkedIn Workday nmlee@mail.org
Use Case Phone 212-555-2385
Quickly access information about specific wealth managers or other employees Office New York City #610
from within the websites, applications, and devices people use every day
Tenure 9 Years
Expertise Retirement Planning, Investment Management
Users # of Clients 84
Assets Managed $725.3M

Wealth managers, supervisors, HR, internal employees
1 Year Return % 18.9%
Performance
Business Value
92% 62% 85%
Giving internal professionals instant access to actionable employee information
ensures that resources are intelligently allocated, improving the profitability of
Client Retention New Account Goal Assets Managed vs
projects and customer relationships. vs Target Target
Certifications: CFA, CPA

Awards: 2019 Barron’s Top 1000 Wealth Managers
Regulatory Compliance Card
Basel III
Sr. Director of Regulatory Capital & Stress Testing : John Hall
Director of Regulatory Capital & Stress Testing : Noah Hill
Capital Compliance Dossier
Use Case
Last Quarter This Quarter Year End
Capital
Provide banks with easy access to the latest regulatory compliance status (Actual) (Forecast) (Forecast)
metrics—helping them to ensure adherence to regulations.

CET1 Capital $28.7B $29.6B $30.4B
Risk-Weighted Assets $223B $232B $255B

Users
Common Equity Tier 1 9.1% 8.6% 8.4%
Regulatory Capital, Compliance, and Stress Testing teams
Tier 1 Risk-Based Capital 12.3% 12.6% 11.9%
Total Risk-Based Capital 15.1% 15.5% 14.9%

Business Value
Tier 1 Leverage 10.5% 10.3% 10.6%
Regulatory compliance failure can result in litigation, financial penalties, and other
significant damage. Arming regulatory capital, compliance, and stress testing Supplementary Leverage 8.4% 8.7% 8.2%
teams with instant insights into key compliance metrics, helps banks improve
Recommendation
internal processes and proactively address complex and constantly changing
regulatory requirements. Reduce share repurchases; eliminate / reduce dividends until
Common Equity Tier 1 capital ratios meet targets.
Product Card
Auto Loan
LOB CFO: Mary Wilkins
Sr. Director Financial Management: Liam Jones
www.spratings.com LOB Dossier
Use Case Q3 YOY Q4

Metric Q3 (Actual)
(Actual) (Forecast)
Give banks the information they need to quickly evaluate product
performance and profitability Volumes $35.4B $35.0B $36.8B
Yield / Interest 5.2% 5.2% $5.1%
Users Revenues $1.75B $1.79B $1.83B
Line of business and corporate finance teams

Operating Margin 5.2% 5.4% 5.0%
Marketing Expense 11.6% 10.6% 11.8%
Business Value 1.7% 1.5% 1.9%

Charge Offs
Banks offer a wide range of products and services in order to meet their
consumers' varied needs. Arming line of business and corporate finance DLQ 30/60/90 (%) 2 / 2 / 1% 2 / 2 / 1% 1 / 1 / 1%
teams with instant access to performance information for home loans, auto
Recommendation
loans, credit cards, and investment options, empowers them to enhance
their product offerings, modify pricing, and alter marketing strategies. Reduce marketing expense to meet target margins; improve
credit quality to reduce charge offs.
Investment Portfolio Card
Investment Portfolio Compliance
Sr. Director of Treasury Strategy & Execution:
Oliver Johnson
Investment Portfolio Compliance Dossier
Use Case
AAA Rating AAA Board ABS ABS Board
Provide banks with easy access to the latest trading activities—helping to Notification Notification
ensure compliance and improve trading decisions

85% 86.5% 5% 4.5%
Users Non-agency
CMBS
Non-agency CMBS Supranational Supranational Bonds
Bonds Board Notification
Board Notification
Treasury, Balance Sheet Management, and Compliance teams

2% 4.5% 5% 6.5%
HTM Board AOCI Risk AOCI Risk Board

Business Value HTM
Notification Notification
Ensuring that a bank is in compliance, while also reflecting the 52.4% 55.0% 84bp 100bp
organization’s risk tolerance and financial goals is critical to overall
success. Arming treasury, balance sheet management, and compliance
teams with instant insights into investment portfolio compliance status Recommendation
metrics helps banks ensure they are financially secure and making Sell ABS and buy US Treasuries to improve AAA rating.
appropriate trading decisions.
HyperIntelligence
for Insurance
19
Wholesaler Rep Card
Watson Insurance Brokers, Inc.
Use Case
Boost the productivity and performance of insurance sales teams by giving them
Watson Insurance
instant access to the information they need to make fast, informed
Brokers, Inc.
recommendations while on-site with brokers Address: 9251 Oak Street, Trenton NJ 08607
Main Contact: Brian Martin
Users Wholesaler app Salesforce Watsonbrokers.com
Annual Forecasted
Wholesaler reps and managers Premiums Vs.
Premiums Premiums (N4Q)
LY
$3.9M 1.8% $4.1M

Customer Count Average Policies Policy Retention
Per Customer Rate
Business Value
3,792 1.3 95%
In the increasingly competitive insurance industry, it has become more difficult for
sales reps to close deals and for companies to realize a return on their substantial
New Policy Renewal Policy Top Competitor
investments. Arming wholesalers with relevant data at the point of customer Commission Rate Commission Rate
Freedom
interaction empowers them to close deals more quickly, develop better customer 15% 6% Insurance
relationships, and differentiate themselves from the competition.
Recommendation
Our Universal Life Policy performs well in this market
and is not currently offered by this broker.
Suggest adding this coverage option.
Quote Card Quote #592153
Type: Homeowners Insurance
Applicant: Susan Thomas
Property Address: 118 Weston Drive, Cranberry PA 15086
Underwriting Dossier Quote Detail Guidewire
Use Case
Insurance Score Dwelling Type Square Footage
Give underwriters the critical information they need to quickly and thoroughly
evaluate insurance applications 820 Single 1,936
Family Home
Year Built Material Flood Zone

Users
2001 Brick No
Personal and commercial line underwriters
Occupancy Policy Term Property Coverage
Owner 1 year $398,000

Business Value
Liability Coverage Premium Deductible
Underwriters are tasked with balancing the quick turnaround times expected
by customers with the important function of making sure that the company $119,500 $598 $1,000
does not assume too much financial risk. Arming underwriters with the data
they need to make informed decisions empowers them to quickly evaluate Recommendation:
policy applications, accurately assess risk, and provide high quality premium This applicant meets all the eligibility requirements for this policy.
Coverage approval is recommended.
and coverage recommendations.
Claim Card Claim # 12989
James Farley
jfarley@mail.org ● 904-564-7495
127 Gillesville Turnpike, Centerville, VA 20120
Type: Automobile
Policy #: 4385673 Claims Management App
Use Case
Make Model Year Mileage
Give claims adjusters and processing clerks the information they need to
expedite the claim resolution and payment process Tesla Model S 2019 1,780
Claim Escalation
Claim Stage Age Manager Manager
Review B. Lyon
Users 12 Days S. Verdu
Claims handlers, audit investigation specialists, claims adjusters, claims processors Claim Premium Deductible Total Lifetime
Amount Claims
$2,835 $1,683 $500 2
Business Value Denial Rate

Average Close Interactions Satisfaction
Time YTD Score
Every year insurance companies process millions of claims—by improving
50% 9 Days 3 3.5 / 5
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
Recommendation
Approve claim and issue payment within the next two days.
Product Card
Term Life Insurance
Contract # 5348950
Standard Policy Contract
LOB Dossier Marketing Dossier
Use Case
Annual Premium Premium vs. Target Premium vs. LY
Give product management, sales, and marketing teams the information they
need to evaluate policy performance and profitability $492M -1.3% +2.9%
Policy Count Policy Count vs. LY Sum Assured

Users
186,364 -1.1% $3.2B
Product management, marketing, sales agents, brokers
Policy Renewal Claims Settlement Loss Ratio

Rate Ratio
Business Value
88% 98% 60%
Insurers offer a wide range of policies in order to meet their consumers' varied
needs. Arming product management, marketing, and sales teams with instant
access to policy performance information related to premiums, policy count,
renewal rates, and profitability, empowers them to enhance their product Recommendation
offerings, modify pricing, and alter marketing strategies. Increase marketing spend on this policy to improve premium
and policy count performance.
Call Center Case Card
Case # 349395
Melinda Brown
112 Tudor Place, Jacksonville, FL 32205 ● 904-564-7495
mrbrown@mail.com
Case Status: Open Genesys PureCloud Salesforce
Use Case
Customer
Active Policies Open Claims
Arm call center representatives with the information they need to handle cases in Relationship
an efficient, customer-centric manner Auto, 15 Years 1 Auto

Homeowners
Users Case Days Open Assigned Case

Owner
Last Case #
Call center agents or managers 14 Days Sarah Bowman 285739
Customer Likelihood to Churn

Call Wait Time
Satisfaction
Business Value 2 Min. 4/5
Retaining customers not only makes insurance companies profitable, it helps to 11%
offset new customer recruitment costs. By arming customer service professionals
with the information they need to quickly and efficiently handle calls,
HyperIntelligence helps them deliver a better overall customer experience— Recommendation
resulting in happier customers who are less likely to churn. Inform customer that her claim was approved today.
She should receive her payment within 5 business days.
| Analytics and Mobility MicroStrategy Confidential. Copyright © 2019 MicroStrategy Incorporated. All Rights Reserved. 24
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HyperIntelligence

| Analytics and Mobility

Users Clienteling App amwilliams@mail.org 301-295-1523

Store Associates, Store Managers, Marketing Last Average Average

Business Value Spending

Users Vendor Dossier Wikipedia

Produce $215M 38%

Profit Margin Inventory Turn YTD Stockouts

Manager: Thomas Barnes

98.6% 97.5% 98.8% 97.8%

Users Dock To Stock Internal Order Cycle Total Order % Of Supplier

Average Warehouse Peak Warehouse Labor Overtime Part-time

center supervisors and headquarters-based supply chain personnel with

Merchandising Dossier JDA

YTD Sales Vs. LY YTD Sales Vs. Plan YTD GM %

Users 5.1% 2.4% 48.7%

On-hand Inventory On Order Next Delivery

Business Value 58 $300 25%

Users 36.3M $30.67 - $31.35 $26.80 - $34.53

Asset Management, Equity Analysis, Private Wealth Management

$223.2B 11.88x 2.575

Business Value Dividend Yield My Net Exposure YTD Performance

Balance Sheet Dossier Time Series Dossier

110% Systemic 279% 201%

Business Value Board Limit

Liability Balance Liability Balance Fee Income

Users $1,348.4M -1.1% $157,293

Branch Manager, District Branch Manager, Regional Branch Manager

profitably. Arming branch operations personnel with instant information on

Increase community marketing efforts to drive more business

Users Business Banking app Salesforce SLA

Account Average Assets Average AUM

Forecasted Average Average Liability Annual

$3.95M $848,500 $164,592

Portfolio Summary Portfolio Performance

Use Case Phone 212-555-2385

Expertise Retirement Planning, Investment Management

Assets Managed $725.3M

Certifications: CFA, CPA

metrics—helping them to ensure adherence to regulations.

Risk-Weighted Assets $223B $232B $255B

Total Risk-Based Capital 15.1% 15.5% 14.9%

www.spratings.com LOB Dossier

Use Case Q3 YOY Q4

Yield / Interest 5.2% 5.2% $5.1%

Users Revenues $1.75B $1.79B $1.83B

Line of business and corporate finance teams

Marketing Expense 11.6% 10.6% 11.8%

Business Value 1.7% 1.5% 1.9%

Investment Portfolio Compliance Dossier

ensure compliance and improve trading decisions

Treasury, Balance Sheet Management, and Compliance teams

HTM Board AOCI Risk AOCI Risk Board

Users Wholesaler app Salesforce Watsonbrokers.com

$3.9M 1.8% $4.1M

Underwriting Dossier Quote Detail Guidewire

Year Built Material Flood Zone

Owner 1 year $398,000

$2,835 $1,683 $500 2

Business Value Denial Rate

Policy Count Policy Count vs. LY Sum Assured

Policy Renewal Claims Settlement Loss Ratio

an efficient, customer-centric manner Auto, 15 Years 1 Auto