What is the rise of tablet computers doing to business? Just this: By 2013, at least 25% of all users will consume business intelligence (BI) data exclusively on a mobile device such as a smartphone or tablet.
The findings are part of a survey of roughly 200 organizations conducted by longtime BI market watcher Howard Dresner. From June to December of last year, he and his team found an unmistakable shift toward putting business data in the hands of employees in the field.
"In conversations with these organizations, we hear a similar story -- mobile BI is a great enabler. It allows the information to be accessed wherever and whenever the users need it," Dresner wrote in the study's concluding remarks.
BI is software for sifting through and making sense of large data sets. Mobile BI is analytical software built specifically for a mobile device. By acting to spread data far and wide, organizations hope to make better decisions, faster.
Investors should love this idea and the stocks behind them. Among public companies, I believe likely winners will be those that already have experience delivering functional BI in the lightweight mobile form factor. Qlik Technologies'
Enterprise incumbents IBM
Do you agree? Disagree? Let us know what you think about the rise of tablets, mobile BI, and the ongoing shift toward accessing business data from anywhere using the comments box below. You can also rate Qlik Technologies and MicroStrategy in Motley Fool CAPS.
Fool contributor Tim Beyers is a member of the Rule Breakers stock-picking team. He owned shares of Apple and IBM at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool owns shares of IBM and Apple, in which it has also written puts. The Fool is also on Twitter as @TheMotleyFool. Its disclosure policy is wicked smaht.