Expand Your Business Intelligence Usage at Lower TCO with Open Source

Transcription

1 Expand Your Business Intelligence Usage at Lower TCO with Open Source Jared Cornelius, Product Marketing Manager, Pentaho Michael Tarallo, Senior Pre-Sales Manager, Pentaho July 29, 2008

2 Agenda Pentaho introduction Barriers to business intelligence (BI) expansion Open source opportunities Considerations for open source BI Selection criteria Risks Common entry points Leveraging existing BI investments Delivering value in different deployment models Real-world examples Demonstration Q&A

3 Pentaho Introduction Commercial open source alternative for business intelligence (BI) Founded in 2004: Pioneer in commercial open source BI Large referenceable customer base, wide range of BI/DW deployments Management - proven BI and open source veterans from Business Objects, Cognos, Hyperion, JBoss, Oracle, Red Hat, SAS Board of Directors deep expertise and proven success in open source Larry Augustin - founder, VA Software, helped coin the phrase open source New Enterprise Associates investors in SugarCRM, Xensource, others Index Ventures investors in MySQL, Zend, others Benchmark Capital investors in RedHat, MySQL, others Widely recognized as the leader in open source BI

4 Pentaho Federal Government Customers U.S. Naval Air Systems Command Defense Information Services Agency (DISA) / MITRE U.S. Air Force Satellite Control Network U.S. Central Intelligence Agency U.S. Department of Health & Human Services Food & Drug Administration U.S. Department of Energy, National Nuclear Administration U.S. Department of the Interior / U.S. Geological Survey U.S. Army, Fleet Maintenance Operations National Science Foundation U.S. Department of Education National Aeronautics & Space Administration

5 Complete End-to-End BI Capabilities Reporting Operational, Production, Financial Embedded Web-based Ad-hoc Analysis Interactive slice, dice, and drill Web-based or Excel Dashboards KPIs Mash-ups Data Integration / ETL Data Mining BI Platform Scheduling, bursting, notification Content sharing Security integration

6 Most Strategic Investments in 2007 and 2008 Source: AMR Research, 2008

7 2010 Strategic Investment Priority Source: AMR Research, 2008

8 2008 Expansion Plans Source: AMR Research, 2008

9 Barriers to BI Adoption and Expansion Source: AMR Research, 2007

10 Opportunities in Open Source BI Interest in open-source BI technology is high as companies seek alternatives to higher-priced, commercially available products. Gartner BI Hype Cycle July 2007 Similarly, companies often cannot afford to roll out BI technology to hundreds or maybe thousands of users, even from their preferred vendor, because of steep licensing costs and are therefore considering an open-source solution to complement the current infrastructure. Who s Who in Open Source BI?, Andy Bitterer, April 2008

11 Selection Criteria for Open Source BI Traditional selection criteria still applies Fit to requirements Ability to integrate with existing systems Costs (licenses, skill sets, maintenance) Vendor (references, relationship, quality of service) Additional criteria sometimes considered with open source BI Ability to customize, modify software Size and activity of project community

12 Risks of Using Open Source BI New skill sets required All BI offerings are different (functionality, architecture, UI) The same is true of open source BI Business Intelligence never was, and never will be free Open source BI eliminates large, up-front license fees, but time (and usually money) are still required to deploy and maintain BI systems Using software without professional support is always risky Whether it s open source or not!

13 Considerations for Open Source BI Common entry points Extranet applications Tactical data integration deployments Embedded BI Mash-ups Custom applications Leveraging your existing IT investments Data infrastructure System infrastructure Open source and/or proprietary systems Security LDAP/MSAD/Custom, database security Metadata Portals

14 Delivering Value in Different Deployment Models Coexistence with traditional proprietary BI Minimize risk/exposure with consolidated vendors Prove technology and services internally Explore the relationship benefits of a transparent model without software lock-in Co-deployment with traditional proprietary BI Leverage existing investments Pragmatically use what works Reduce overall TCO by incorporating commercial open source Replacement of traditional proprietary BI Upgrade BI capabilities Reduce TCO Capitalize on the opportunity of a disruption (software upgrade, license change, etc.) in your BI environment

15 Coexistence: Pentaho at University of Montreal Pentaho was the clear choice for us after reviewing the alternatives from Business Objects, Oracle, and SAS. Pentaho s flexible architecture lets us build our operational business rules directly into the BI system, and integrate easily into our IT infrastructure as well as our strategic business processes. Canada s Second Largest University Key Challenges Managing daily operations with a clear picture of student enrollment, performance, and staffing Pentaho Solution Pentaho BI Suite Subscription Selected over Business Objects (used elsewhere in The University) Results Oracle (already owned the necessary licenses) SAS Ability to align University resources, staffing, and investment on a daily basis Why Pentaho Flexible architecture Easier integration into existing infrastructure Cost of ownership

16 Co-deployment: Pentaho at Lifetime Networks The simplicity of the interface actually allows Lifetime Entertainment Services to give direct access to business analysts, allowing them to understand and manage the business rules governing the integration of information. That wasn t previously possible with complex hand-coded integration jobs. Key Challenges Leading Multimedia Company Optimizing advertising processes Adapting data integration infrastructure to keep up with changing business rules Pentaho Solution Pentaho Data Integration Selected over Informatica and BusinessObjects Data Integrator Continued use of Business Objects BI tools Results Ability for business analysts to manage integration rules and adapt integration processes to company business rules Why Pentaho Ease of use Cost of ownership Subscription services

17 Replacement: Pentaho Dashboards at Boyne Resorts We ve advanced a major step forward for our business users by leveraging Pentaho With professional support and a comprehensive BI offering from Pentaho, we ve significantly upgraded our functional capabilities for a fraction of the cost of proprietary alternatives.. North America s Largest Family Run Four-Season Resort Company Key Challenges Understanding customer behavior and customer loyalty to drive marketing Pentaho Solution Pentaho Open BI Suite replacing Crystal Reports from Business Objects Pentaho integration with Google Maps Results Critical insight into customer trends to maximize results from marketing programs Why Pentaho Breadth of functionality in open source Ability to deliver results quickly Cost of ownership

18 Pentaho at U.S. Naval Air Systems Command [Open technologies] reduce the cost of software development and they reduce the time in which innovations in software can be incorporated in systems. If the project is of a sufficient scale, you cannot get there without an open-source approach, said Dewey Houck, a senior engineer at Boeing, who spoke at a conference last month about DOD s use of open source. - Government Computer News, Jan 2008, (link) Key Challenges NAVAIR Analyzing flight data to reduce operational risk and improve training (human error is a causal factor in 70% of aviation mishaps) Pentaho Solution Pentaho Open BI Suite 70 instances Pentaho Training and Consulting services Selected after extensive evaluation of Business Objects, Cognos, and Oracle Results Ability to leverage recorded electronic sensor data to reduce risk and improve crew performance Why Pentaho Breadth of capabilities Proven success and large-scale referenceable deployments Successful proof-of-concept Dramatically lower costs

19 Product Discussion and Demonstration Michael Tarallo Senior Pre-Sales Manager

20 Satisfying all user types

21 User Types 3+ Clicks Administrators and Developers User Complexity 2 Clicks 1 Click Power User Casual 0 Clicks Breadth of Users Management

22 The Pentaho BI Platform Architecture & Product Stack Prepare, Create, Present, Execute

23 (3) Design tools to prepare your data Pentaho Data Integration ETL / EII Pentaho Metadata Editor Semantic Layer - metadata Schema Workbench ROLAP Model ETL / EII Abstraction Layer ROLAP

24 (2) Design tools to create your BI application Pentaho Report Designer Pixel Perfect Reports and Charts Pentaho Design Studio (action sequence editor) advanced BI process Pixel Perfect Report Designer Action Sequence Editor advanced BI Processes

25 (4) Methods to present your solution transparently out-of-the-box navigation/admin interface Pentaho JSR-168 compliant portlets Pentaho APIs (embed into your application, Java, JSP, AJAX, HTML,URL) Coming in Q4 (new out-of-the-box presentation layer) Portal Integration out-of-the-box APIs Coming Q4

26 Pentaho BI Platform Architecture (high level) - execute True SOA Windows, Linux, Unix Based on open standards Java, XML, CWM, JSR-168 Pluggable, Extensible, Flexible API enabled Light weight, small footprint Embed-able as a library Replaceable Components Deployed as a web application Departmental Enterprise Customer Portal Many Integration Options Release early and often Competes with proprietary BI

27 Product Demonstration

28 Pentaho Subscription

29 Pentaho Subscription Features Professional Technical Support Guaranteed response times in customer s local time Production Support and Developer Assistance 24x7x365 available Certified Pentaho Software Stabilized versions with cumulative bug fixes Optimized builds delivering up to 25% performance improvement Upgrades without enablement fees Intellectual Property Indemnification Legal Protection Eliminate risks associated with open source software

30 Pentaho Management Services Simplify deployment Single Sign On (SSO) integration Style editor Improve reliability Application diagnostics Repository utilities Lifecycle management Audit reporting Automated content expiration Increase performance and scalability Clustered deployment Performance monitoring

31 Resources Pentaho website Customer examples Product downloads Documentation Product information Recorded demos Technical resources Analyst research

32 Expand Your Business Intelligence Usage at Lower TCO with Open Source Jared Cornelius, Product Marketing Manager, Pentaho Michael Tarallo, Senior Pre-Sales Manager, Pentaho July 29, 2008