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Capability Paper




 Pentaho BI Capability Profile

 InfoAxon’s Pentaho BI
 Integration Capabilities




InfoAxon’s Pentaho BI Integration
Capabilities
Capability Paper



Challenge
Organizations are under continuous pressure to improve their business performance, cut costs and do more with less. Also they are
expected to quickly launch new solutions and services to capitalize on changing business environment and capture greenfield
business opportunities.

Today‟s Knowledge Workers are also becoming more and more demanding and need business intelligence which aids their day-to-
day work and not just few standard business reports with pre-formatted data. And they need it in the way which makes sense to
them with full control of their data and how they want to analyze the data. Knowledge Worker Productivity Improvement is fast
becoming one of the key drivers for BI Solutions.

This is posing great challenge to IT teams in organizations today. They are expected to be innovative, deliver flexible business
intelligence solutions to manage fast changing requirements and reduce costs, all at the same time.



Open Source BI: Delivering Business Value
Organizations realize that they can‟t meet the expectations of business, IT and end-users by building on closed source, proprietary
BI products which are too expensive, rigid and complicated.

Open source BI provides a viable alternative solution to meet the BI needs of today‟s knowledge driven organizations. By their very
nature, open source BI applications are more flexible, based on open standards and less expensive to acquire, deploy and support
than proprietary solutions. When correctly designed and implemented with right open source integration partner like InfoAxon,
open source BI Solution will provide sustainable business benefits.

Open Source BI also allows businesses to quickly deliver (or prototype) business intelligence solutions with just what they need
without the need for investing in entire suite of BI Products.



InfoAxon’s Open Source BI Practice
InfoAxon has 10+ years of rich open source solutions delivery experience. Our focus on Open Source has resulted into InfoAxon‟s
Open Source BI Practice is aligned with following trends:

   Customers are looking for Solutions and not technical product implementation
   Flexible and Infrastructure-light BI Solutions are preferred over rigid & huge BI Suites
   Current generation of BI software viewed as inhibiting business change & delivery of innovative business solutions and services
   Move towards Open Source, SOA and alternate delivery models such as SaaS
   Web2.0 leading to collaborative way of working and software usage
   Users will look at what they already have and how they could re-use it innovatively

InfoAxon has a well defined Open Source BI Practice which is a collection of frameworks, templates, tools, methodologies,
services and pre-integrated solutions resulting into customized BI Solutions for specific verticals or specific business problems.




                                                         www.infoaxon.com
Capability Paper



The BI Practice ensures that the BI Solutions are well designed, architected, deployed and supported properly. The practice draws
heavily from our Open Source Platforming approach wherein various open source components, frameworks and tools are pre-
integrated to create a unified Platform. The resulting Platform is used to create various vertical specific business solutions and
services.




                                                BI Practice
          Tools &      Pre-                              Methodologies Services                           Pre-
          Technologies designed                          • 'Rapid BI'              • Advisory &           integrated
          • Database & Templates:                         Methodology               Consulting            Solutions
           Warehouse:                                    • Open Source             • Analysis, Design &
                                   • KPI and Reporting    'Platforming'             Architecture          • BI Portals with Rich
           Infobright , MySQL,      Queries                                                                Dashboards and
           EnterpriseDB,                                 •Agile & Iterative        • Implementation &
                                   • Management                                                            Data Mashups
           PostgreSQL, Oracle,                            Development               Deployment
                                    Dashboards                                                            • White labeled,
           MS SQL                                        • Continous Integration   • Support &
                                   • Source Data                                                           Multi-tenant SaaS
          •ETL Tools: Pentaho                             Framework 'Fusion         Maintenance
                                    Analysis                                                               BI Platforms
           PDI, Talend                                    Build Framework'         • Training
                                   • Dimensional                                                          • Enterprise
          • Reporting Tools:                             • Use of Data
                                    Modeling                                                               Reporting and Data
           Pentaho, BIRT, Jasper                          Visualization &                                  Analysis Platforms
           Reports                 • ETL Designs          Modeling Tools
                                                                                                          • Data Integration &
          • KPI & Data                                   • Continous &                                     Warehouse solution
           Visualizations:                                Automated QA with
                                                          pre-built Test Suites                           • Embedded BI for
           ProtoViz,
                                                                                                           corporate
           FusionCharts, CDF                             •Project Management                               applications such as
           (Community                                     Frameworks and
                                                                                                           ERP, CRM, HRM etc.
           Dashbaord                                      Governance
           Framework), Pentaho                                                                            • Extend your BI
           JFree Charts                                                                                    investments using
                                                                                                           our „Data
          • Analysis (OLAP)                                                                                Visualization‟ Layer
           Tools: Mondrian
          • Big Data Analysis:
           Hadoop




InfoAxon‟s Open Source BI practice ensures that all the aspects of a practical BI solution are packaged together and delivered On-
premise, On-demand (cloud based SaaS offerings) or Embedded.

The open source BI team at InfoAxon consists of a mix of technical and functional professionals providing technical and business
insights required for providing a comprehensive BI solution. Their years of experience in executing open source BI solutions equip
them with the knowledge, skills and expertise to provide the right solution. Over the years, the team has gained experience of
delivering BI solutions in various domains such as Retail, Social Housing, Telecom and Professional Services.




                                                         www.infoaxon.com
Capability Paper




InfoAxon Powered Pentaho
InfoAxon has over 5 years of experience in delivering customized BI Solutions by leveraging its Open Source BI Practice which
ensures that BI Solutions are well designed, architected, deployed and supported properly.

At InfoAxon, we have adopted and developed deep
understanding on Pentaho BI platform which is one of                          Pentaho BI Platform
the world‟s leading Open source BI Platforms. We
have rich experience in delivering customized BI               Pentaho provides an open source BI Platform made up of
Solutions using Pentaho as core BI engine.                    following components all managed from a central BI server

Through our multiple BI solutions implementations,                               Data Integration (ETL)
our engineering teams have further customized and
enhanced Pentaho with:                                                         Reporting & Dashboarding

  new functionalities                                                                OLAP Analysis
  integration with other open source frameworks
   such as with Web2.0 Portal Framework,
                                                                                      Ad-hoc analysis

  creation of multi-tenant SaaS based services                                        Data-mining
   such as Hosted Retail Analytics, and

  further add-ons (which we call Solution Accelerators) to streamline and fast track BI solutions development and
   deployment for our customers.

To the end customers, this results into alternative, innovative & cost- effective BI Solutions that meet their needs as opposed to
traditional BI systems that come with rigid, large footprints and require big budgets to implement. Also, since we already have
repository of pre-built, pre-integrated and pre-tested BI solutions which caters to most of the common BI scenarios, considerably
less effort is required to implement and maintain BI solutions for the customers resulting into faster turnaround and lower TCO.


                 Data Integration &
                                               Reporting                 Dashboards                   Analysis
                    Warehouse
              •PDI: Kettle ETL, Spoon,   • CDA (Community          •Community                 •Mondrian
               Kitchen
                                          Data access) layer        Dashboard                 •Designing of Cube
              •Pentaho Workbench for
               OLAP cubes schema         • Pentaho Report           Framework (CDF)           •MDX & jPivot
               design                     Designer                 • JFree Charts
              •Metadata layer design     • Adhoc reports           • KPI enabled
               for Ad-hoc Analysis                                  Dasboard
              • Data Warehouse and
                                         • Action Sequence
               Data Mart construction    • Report Scheduling
                                          & Bursting
                                         • Alerts &
                                          Notifications


                                                 InfoAxon’s Pentaho Expertise



                                                           www.infoaxon.com
Capability Paper




Our Pentaho Services
Open source has emerged as a highly attractive model to drive business intelligence from organization data. Our experience and
research however indicates that businesses adopting open source BI struggle to reach faster business benefits and timely
implementations. This is because:

  1. When adopted just as a technology initiative, end users expectations remain unmet.

  2. Learning curve on open source BI tools and related methodologies gets stretched

  3. Often a committed, trusted Open source SI vendor is needed to see it all through

As India's FIRST Open Source Integration Company we bring predictability by ensuring that customers‟ BI solution is correctly
designed, architected and delivered either as on-premise, cloud-based / SaaS Service, or embedded.

InfoAxon‟s Open Source BI Practice has resulted into a set of services which can be delivered in quick-time-to-market manner
providing customized BI solutions powered by Pentaho. These services are different from a traditional BI vendor services. The focus
is more on providing a practical BI Solution through integration and packaging of professional BI frameworks, tools and
technologies rather than just BI product/technology deployment.

InfoAxon provides following BI Solutioning Services powered by Pentaho:


Pentaho Integration & Development
This focused professional services engagement is meant for customers who are looking for:

 implementing a Pentaho based BI Solution
 migrating from their existing ad-hoc BI systems in place such as Excel Sheets or Other expensive and rigid proprietary BI
  products
 establishing an automated Data Integration process and Data Warehouse
 a credible partner with end-to-end BI solution envisioning and implementation capabilities

 InfoAxon will assess your existing IT and business environment, understand your BI solution vision, recommend a roadmap for an
 iterative BI solution deployment and finally implement the solution as a Solution Partner with shared ownership of the BI solution
 roadmap.

 Our Open Source BI Practice and existing Pentaho based implementations have resulted into development of „BI Solution
 Accelerators‟ which help Rapid Development and Deployment of Pentaho based BI Solution. These accelerators ensure quick
 turnaround of BI Solution with a proper BI environment set-up for BI content development and further enhancements.




                                                        www.infoaxon.com
Capability Paper




          BI Advisory & Consulting           Analysis, Design &                    Implementation &
          • Readiness Assesment              Architecture                          Deployment
          • Solution Envisioning             • Define KPIs                         • Development
          • Protoype Planning                • Identify & Analyze Data Source      • Enhancement
                                             • Dimensional Modeling                • Integration
                                             • Data Integration & Analysis         • Setup & Deployment
                                             • Dashboard and Report Design         • Tuning & Performance
                                             • BI Solution Design & Architecture    Enhancements




                              Pentaho Integration & Development Services




Some of these Open Source BI Solution Accelerators developed by InfoAxon Open Source BI Practice Team are:

 Advanced Logging, Audit and Compliance Tool Kit to ensure transparent, optimized & manageable data load behavior
  while building your DW. The tool kit ensures ETL and data load behavior faster and more transparent.

 Integrated Agile Development Environment to fast track your Pentaho BI Solution development & deployment. It
  provides an innovative agile development environment that supports continuous integration with Pentaho projects.

 Integrated Workbench

 Integrated Portal Environment that provides a front-end BI portal with rich visualization to business users. Business users
  could personalize the BI Portal further to view specific KPIs, reports, analytics and Mashups with data coming from other 3 rd
  Party applications.

 Integrated CAS Framework that allows Single-Sign-On (SSO) for the Integrated Portal environment i.e. with Portal as well
  as reporting engine.

 Rich Visualization Tools such as Protovis, CDF (Community Dashboard Framework), FusionCharts that allows rich
  presentation of data and metrics in form of interactive reports, charts, dials, maps etc.

 REST based Service Layer that enables easier integration with other frameworks / technologies.




                                                         www.infoaxon.com
Capability Paper



Pentaho Managed Services
This professional engagement is meant for customers who have either experimented with Pentaho‟s community or enterprise
editions for POC / departmental implementations but are struggling to:

   Realize full value offered by Pentaho as a end-to-end BI Platform
   Get Pentaho based BI solution well adopted or institutionalized within their organization
   Resolve scalability, performance and other technical issues faced on Production environment
   Integrate other corporate applications or data sources for innovative solutions / services




                           Adoption & Optimization                Support & Maintenence
                           • Examine Design & Architecture        • BI Solution Stack Support
                           • Production Environment Planning      • Bug Fixing
                           • Create a unified BI Solution Stack   •Corrective Maintenence
                            for optimum performance




Open Source Model provides easy access to various downloadable software applications. Users with IT backgrounds are able to
quickly download and set-up open source BI applications as demos or departmental / team level implementations. However as and
when these application starts getting used as a BI solution, the end-user experience starts deteriorating. BI Solution requires
careful design & architecture planning, sound integration and above all optimization for enterprise wide usage in terms of no. of
users, scalability, security and performance.

InfoAxon‟s Managed BI Services are aimed at helping customers reach next level of their BI implementations from basic (in terms
of POCs, departmental / team level) implementations to fully optimized production grade BI solutions which are well supported and
enhanced continuously.

As an open source contributor, InfoAxon has helped raise and solve several bugs in Pentaho BI community. These contributions
range from:

 Testing of Pentaho Releases to identify and report bugs and issues to Pentaho. Some of the areas where InfoAxon has
  significantly raised bugs and issues are: Pentaho Data Integration, Mondrian OLAP

 Integration of CAS (Single Sign on framework) with Pentaho-Liferay Framework. For this several enhancements were
  carried out in default CAS setup shipped with Pentaho.

 Integration of CDE (Community Dashboard Editor) and CDF (Community Dashboard Framework) with Pentaho
  Enterprise Version.




                                                             www.infoaxon.com
Capability Paper




Extending BI Investment with components from our Open Source BI Stack:

InfoAxon‟s approach is to help customers re-use what they already have and provide a flexible BI Solution rather trying to force a
one-size-fits-all mentality.

Based on Open Standards, our solutions are designed to leverage your existing BI Infrastructure - applications, databases / data
marts / data warehouse, ETL tools, BPM engine etc. wherever it makes sense. Plug on just the components required from our open
source BI Stack with your existing BI infrastructure to complete your BI solution and reduce costs.

Some of the specific BI components being used by our customers as part of their Hybrid BI Solution Strategy:

1. Data Visualization Layer (Dashboard, Reporting & Analysis)

2. Data Integration with ETL tools

3. MySQL / PostgreSQL / EnterpriseDB / Infobright based Data Warehouse

4. Integration with External BPM Engine


Pentaho Training
The success of business intelligence solution implementation depends upon how well it is adopted within the organization and
empowering various stake holders (end users, administrators, developers) with the ability to perform their task better.

InfoAxon creates „value‟ by ensuring success of BI
initiative by providing practical know-hows and                •Use of Pivot Table to Slice &        •Pentaho BI Platform
actionable knowledge in form of Training Services.              dice                                  configuration and
                                                               •drill through data                    administration
These Training Services cover BI Solution & Data                                                     •Pentaho Design Studio
                                                               •Ad-hoc Analysis and Reporting
Integration using Pentaho BI Platform and InfoAxon‟s                                                 •Action Sequences
Agile & Iterative solution development methodology.                                                  •Publishing BI Content to BI
                                                                                                      Server
InfoAxon Training covers:

     Business Users Training
                                                               Business User                         BI Administrator
                                                               Training                              Training
     Administrator Training
     Developer Training

The above training packages ensure better alignment
and adoption of BI by stakeholders of the BI Solution                             •BI Solution Development
                                                                                  •Reporting & Analysis
(viz. business and IT users) by addressing their needs
                                                                                  •Dimensional Data Modeling
of:                                                                               •Data Integration (ETL) & Data
                                                                                   Warehouse construction
 Ease of use                                                                     •MDX & JPivot
 Rapid development & deployment of BI content                                    •Workflows
  (reports, analysis, dashboards etc.)                                            •OLAP Cubes using Cube
                                                                                   Designer / Workbench

                                                                                  BI Developer
                                                                                  Training


                                                         www.infoaxon.com
Capability Paper




Pre-Integrated Pentaho Solution
Our BI Practice and existing Pentaho based implementations have led to development of our flagship BI Platform „fusionBI‟ which is
a pre-integrated BI platform powered by Pentaho and other open source technologies. It is a sum result of our open
source integration effort over the years and acts as a mothership platform on which collaborative Business Intelligence and
reporting solutions are developed for our customers.




fusionBI helps jumpstart specific open source business intelligence solutions by providing an integrated stack that can be used to
deliver solutions faster. It is used to develop vertical specific and customized BI solutions that are frequently requested by
organizations considering BI. Some of these pre-integrated solutions are:

    1. BI Portals with Rich Dashboards and Data Mashups

    2. White labeled, Multi-tenant SaaS BI Platforms

    3. Enterprise Reporting and Data Analysis Platforms

    4. Data Integration & Warehouse Solutions

    5. Embedded BI for corporate applications such as ERP, CRM, HRM etc.

                                                         www.infoaxon.com
Capability Paper




BI Portal Solution with Rich Dashboards & Data Mash-ups:
Decision makers at the top of any business are looking for a real time self updated Dashboard view of their business that outlines
key performance indicators and business progress in form of metrics simply through visual and interactive means such as charts,
dials, maps etc.

InfoAxon has further enhanced Pentaho by integrating it with leading web2.0 collaborative Portal framework „Liferay‟ which
provides multi-tenant and collaborative capabilities to the BI Solution. Further integration with rich visualization toolkits such as
Protovis, CDF (Community Dashboard Framework), FusionCharts ensures that Key Performance Indicators (KPIs) and other
business metrics gets represented in an interactive, innovative and appealing way.




The Portal environment provides business users capabilities to determine the information they require and personalize the look and
feel and the format in which the information is delivered. The fact that the BI Portal is based on open standards, it allows different
types of data to be captured from different sources and mash-up to create new content.

The portal based BI solution allows users to create business intelligence Dashboards with Data Mash-ups from operational BI
systems (Pentaho) and information from other applications / sources in form of data, audio, graphics, video and reports and
present a comprehensive view. It also allows users to create their own ad-hoc BI content using the various applications that have
been integrated into the solution.

The Solution provides unified administration and security with CAS integration leading to single-sign-on.




                                                           www.infoaxon.com
Capability Paper




Integrated Dashboard, Analysis and Reports:

Users could carry out rich graphical analysis for visual representation of complex information. They could select from wide range of
graphical displays including indicators, dials, charts and gauges, making it easier to spot trends and understanding the key factors
driving business.




Users could just point-and-click to instantly summarize their performance metrics, operational data and create dynamic, customized
reports to meet the entire spectrum of their reporting needs without any programming or IT expertise.




The solution allows multidimensional analysis on cubes to explore large volume of summarized data through an interactive analysis
with slice and dice, drill down and drill through options providing flexibility to have multiple views of data and information from
different perspective.The integrated BI Portal solution is used by our customers as:

 Vertical specific, multi-tenant SaaS BI solutions for customer‟s customers

 BI Intranets with rich executive dashboards and data mash-ups by businesses

 Departmental Level BI Websites

 Re-use existing BI infrastructure of the customer with our rich Portal based Data Visualization



                                                         www.infoaxon.com
Capability Paper



Data Integration & Warehouse Solution:
Our Data integration and Data warehouse solutions help businesses create a “Single Source and Version of Truth” within their
business. The key problems are that a business collects data at different sources and business users do not have a consistent and
consolidated view of the data that can then be explored and mined to provide business insights.




This is achieved through various techniques and tools powered by Open source such as:

 Pentaho Data Integration (PDI)

 Kettle ETL

 CDE (Community Data Extraction)

 Mondrian OLAP

 MDX with jPivot

 Talend

What Problems we solve

 Creating a Data warehouse & Data Marts as part of any Business Intelligence implementation

 Enhancing existing Data stores by integrating data from various sources

 Migrate Data between different applications and using ETL techniques to transfer the data

 Conversion of data through imports of data into databases from text-files, Excel spreadsheets, relational systems.

 Presenting Data as a service to other applications within the Business


                                                        www.infoaxon.com
Capability Paper




What we do

 Designing Business Data Models (Defines a picture of how the business data will be represented and accessed by any
  application looking for business insights)

 Identification of different data sources for data integration and warehouse development.

 ETL (Extract , Transform and Load) tools to connect disparate data sources and load the data according to the business data
  models.

 Access Control and security design for the data in the data warehouse

 Data warehouse management and support

How we do

 Identification of Data sources scattered disparately within the business

 Use of Open source tools such as Pentaho, Kettle, Talend to perform ETL operations

 Data analysis to develop consistency check rules during ETL

 Data cleaning and Data profiling to make sure data is clean and consistent with business requirements

 Implement security and authentication rules

 Documentation of each step to help Data administrators




                                                       www.infoaxon.com
Capability Paper




Why InfoAxon for your Pentaho based BI Solution
InfoAxon has over a decade experience of working with and contributing to open source eco-system. Our open source expertise
range from open source consulting, development, enhancements to integration of open source components / frameworks to create
Business Solution Platforms through our unique opens source „Platforming‟ approach.

Our Open Source BI Practice does not view Pentaho just as a piece of technology; rather we view it from creating innovative BI
Solutions for our customer needs. The BI practice ensures that the Pentaho based BI Solution is properly designed, architected,
integrated and deployed with right support and governance mechanisms. We have enhanced and customized Pentaho with new
features, innovative integration with other 3 rd party framework & components and developed further add-ons „Solution Accelerators‟
to standardize and fast-track BI Solutions implementations.

Some of our differentiators as compared to any other Pentaho deployment vendor:



                  Pentaho            Comments                           InfoAxon               Comments
                  customization                                         innovative pre-
                  approach                                              packaged Pentaho
                  (adopted by                                           Platform
                  any other                                             approach
                  Open source
                  vendor)

 Open Source      Yes                Pentaho is open source and         Yes                    We have many more open source
                                     provides the usual benefits of                            components well integrated other
                                     using open source software                                than Pentaho. These open source
                                                                                               components can be customized
                                                                                               further to make the stack
                                                                                               "Business Ready" for Pentaho
                                                                                               users

 Cost             Yes                Traditional benefits of adopting   Affordable             Solutions that are good value for
                                     open source. You can avail         implementation         money since they offer much
                                     either free or commercial open     (much more value       more than what you get from a
                                     source versions of Pentaho         for money)             basic Pentaho implementation;
                                                                                               Pre-packaged suites lowers your
                                                                                               total cost of ownership and fast
                                                                                               track project implementations

 Open Source      No                 Most of the vendors have just      Yes                    Dedicated Open Source BI
 BI Practice                         Pentaho specific skills. This                             Practice resulting into customized
                                     approach is just to implement                             and faster BI Solutions for specific
                                     Pentaho as a technology                                   verticals or specific business
                                     product and not create & own                              problems
                                     BI Solution.




                                                        www.infoaxon.com
Capability Paper


Rich          No   Not provided by Pentaho by          Rich Dashboards      Uses other integrated open source
Dashboards         default and for many projects       available for        software to provide rich and
                   require significant customization   implementation       attractive dashboards




Test Suite    No   When implementing projects no       Typical Test cases   When implementing projects you
                   additional standard test cases      and Test plan for    get ready test cases and test
                   and test plan suites are            Pentaho project      plans
                   available tuned for Pentaho         part of Platform
                                                       development




Business      No   Pentaho out of the box still        Yes                  Integrated stack makes it easier
Ready              needs a lot of customization                             to put into production and leads
                   and understanding to be put                              to faster turnaround times
                   into production




Making your   No   Does not provide a                  Innovative and       You get an innovative and agile
development        development environment that        Agile                development environemnt that
faster and         fast tracks your project            development          supports continuous integration
Agile              development; Mostly this is         environment          on our Pentaho projects
                   developed by project teams




High          No   The data access layer for           Enhanced data        Pentaho layer is optimized for
Performance        production grade volumes is         access layer         business use and cuts down the
optimized          often needed to be modified         compared to          "Problem Finding" and fixing
Data Access        and optimized but takes time to     Pentaho              loops; In summary saves you time
Layer              get right

Better Data   No   Standard ETL capabilities           Advanced             For example missing data loading
Load               (nothing special that will make     Logging, audit       later;
Behaviours         your ETL process data load          and compliance is
                   behaviour faster)                   built in the
                                                       fusionBI tool kit
                                                       and the data load
                                                       behaviour while
                                                       building your DW
                                                       will be more
                                                       manageable and
                                                       transparent




                                      www.infoaxon.com
About InfoAxon Technologies
                             InfoAxon is a leading provider of enterprise services and business
                             solutions powered by open source. We design, architect and support
                             complete “Enterprise Solution Platforms” using Open Standards, Web 2.0
                             next generation technologies and Open Source Frameworks providing
                             end-to-end solutions to business problems.

                             India‟s First Global Open Source Integration Company
                             We are India's First Global Open Source Integration Company providing
                             business solutions in areas of Content & Knowledge Management,
                             Web2.0 Collaboration and Business Intelligence powered by our
                             unique open source „Platforming‟ expertise.




INDIA OFFICE:                                                UK OFFICE:
InfoAxon Technologies Ltd.                                   InfoAxon Technologies UK Ltd.
H-189, Sector-63,                                            Building A, Trinity Court,
Electronic City,                                             Wokingham Road,
NODIA-201307, U.P                                            Bracknell, Berkshire RG42 1PL,
India                                                        United Kingdom
Phone:+91 120 4350040,                                       Phone: +44 1344 668048,
Fax:+ 91 120 4350065                                         Fax: +44 1344 668148


Website: www.infoaxon.com | Blog: http://blog.infoaxon.com | E-mail: contactus@infoaxon.com

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Open Source BI

  • 1. Capability Paper Pentaho BI Capability Profile InfoAxon’s Pentaho BI Integration Capabilities InfoAxon’s Pentaho BI Integration Capabilities
  • 2. Capability Paper Challenge Organizations are under continuous pressure to improve their business performance, cut costs and do more with less. Also they are expected to quickly launch new solutions and services to capitalize on changing business environment and capture greenfield business opportunities. Today‟s Knowledge Workers are also becoming more and more demanding and need business intelligence which aids their day-to- day work and not just few standard business reports with pre-formatted data. And they need it in the way which makes sense to them with full control of their data and how they want to analyze the data. Knowledge Worker Productivity Improvement is fast becoming one of the key drivers for BI Solutions. This is posing great challenge to IT teams in organizations today. They are expected to be innovative, deliver flexible business intelligence solutions to manage fast changing requirements and reduce costs, all at the same time. Open Source BI: Delivering Business Value Organizations realize that they can‟t meet the expectations of business, IT and end-users by building on closed source, proprietary BI products which are too expensive, rigid and complicated. Open source BI provides a viable alternative solution to meet the BI needs of today‟s knowledge driven organizations. By their very nature, open source BI applications are more flexible, based on open standards and less expensive to acquire, deploy and support than proprietary solutions. When correctly designed and implemented with right open source integration partner like InfoAxon, open source BI Solution will provide sustainable business benefits. Open Source BI also allows businesses to quickly deliver (or prototype) business intelligence solutions with just what they need without the need for investing in entire suite of BI Products. InfoAxon’s Open Source BI Practice InfoAxon has 10+ years of rich open source solutions delivery experience. Our focus on Open Source has resulted into InfoAxon‟s Open Source BI Practice is aligned with following trends:  Customers are looking for Solutions and not technical product implementation  Flexible and Infrastructure-light BI Solutions are preferred over rigid & huge BI Suites  Current generation of BI software viewed as inhibiting business change & delivery of innovative business solutions and services  Move towards Open Source, SOA and alternate delivery models such as SaaS  Web2.0 leading to collaborative way of working and software usage  Users will look at what they already have and how they could re-use it innovatively InfoAxon has a well defined Open Source BI Practice which is a collection of frameworks, templates, tools, methodologies, services and pre-integrated solutions resulting into customized BI Solutions for specific verticals or specific business problems. www.infoaxon.com
  • 3. Capability Paper The BI Practice ensures that the BI Solutions are well designed, architected, deployed and supported properly. The practice draws heavily from our Open Source Platforming approach wherein various open source components, frameworks and tools are pre- integrated to create a unified Platform. The resulting Platform is used to create various vertical specific business solutions and services. BI Practice Tools & Pre- Methodologies Services Pre- Technologies designed • 'Rapid BI' • Advisory & integrated • Database & Templates: Methodology Consulting Solutions Warehouse: • Open Source • Analysis, Design & • KPI and Reporting 'Platforming' Architecture • BI Portals with Rich Infobright , MySQL, Queries Dashboards and EnterpriseDB, •Agile & Iterative • Implementation & • Management Data Mashups PostgreSQL, Oracle, Development Deployment Dashboards • White labeled, MS SQL • Continous Integration • Support & • Source Data Multi-tenant SaaS •ETL Tools: Pentaho Framework 'Fusion Maintenance Analysis BI Platforms PDI, Talend Build Framework' • Training • Dimensional • Enterprise • Reporting Tools: • Use of Data Modeling Reporting and Data Pentaho, BIRT, Jasper Visualization & Analysis Platforms Reports • ETL Designs Modeling Tools • Data Integration & • KPI & Data • Continous & Warehouse solution Visualizations: Automated QA with pre-built Test Suites • Embedded BI for ProtoViz, corporate FusionCharts, CDF •Project Management applications such as (Community Frameworks and ERP, CRM, HRM etc. Dashbaord Governance Framework), Pentaho • Extend your BI JFree Charts investments using our „Data • Analysis (OLAP) Visualization‟ Layer Tools: Mondrian • Big Data Analysis: Hadoop InfoAxon‟s Open Source BI practice ensures that all the aspects of a practical BI solution are packaged together and delivered On- premise, On-demand (cloud based SaaS offerings) or Embedded. The open source BI team at InfoAxon consists of a mix of technical and functional professionals providing technical and business insights required for providing a comprehensive BI solution. Their years of experience in executing open source BI solutions equip them with the knowledge, skills and expertise to provide the right solution. Over the years, the team has gained experience of delivering BI solutions in various domains such as Retail, Social Housing, Telecom and Professional Services. www.infoaxon.com
  • 4. Capability Paper InfoAxon Powered Pentaho InfoAxon has over 5 years of experience in delivering customized BI Solutions by leveraging its Open Source BI Practice which ensures that BI Solutions are well designed, architected, deployed and supported properly. At InfoAxon, we have adopted and developed deep understanding on Pentaho BI platform which is one of Pentaho BI Platform the world‟s leading Open source BI Platforms. We have rich experience in delivering customized BI Pentaho provides an open source BI Platform made up of Solutions using Pentaho as core BI engine. following components all managed from a central BI server Through our multiple BI solutions implementations, Data Integration (ETL) our engineering teams have further customized and enhanced Pentaho with: Reporting & Dashboarding  new functionalities OLAP Analysis  integration with other open source frameworks such as with Web2.0 Portal Framework, Ad-hoc analysis  creation of multi-tenant SaaS based services Data-mining such as Hosted Retail Analytics, and  further add-ons (which we call Solution Accelerators) to streamline and fast track BI solutions development and deployment for our customers. To the end customers, this results into alternative, innovative & cost- effective BI Solutions that meet their needs as opposed to traditional BI systems that come with rigid, large footprints and require big budgets to implement. Also, since we already have repository of pre-built, pre-integrated and pre-tested BI solutions which caters to most of the common BI scenarios, considerably less effort is required to implement and maintain BI solutions for the customers resulting into faster turnaround and lower TCO. Data Integration & Reporting Dashboards Analysis Warehouse •PDI: Kettle ETL, Spoon, • CDA (Community •Community •Mondrian Kitchen Data access) layer Dashboard •Designing of Cube •Pentaho Workbench for OLAP cubes schema • Pentaho Report Framework (CDF) •MDX & jPivot design Designer • JFree Charts •Metadata layer design • Adhoc reports • KPI enabled for Ad-hoc Analysis Dasboard • Data Warehouse and • Action Sequence Data Mart construction • Report Scheduling & Bursting • Alerts & Notifications InfoAxon’s Pentaho Expertise www.infoaxon.com
  • 5. Capability Paper Our Pentaho Services Open source has emerged as a highly attractive model to drive business intelligence from organization data. Our experience and research however indicates that businesses adopting open source BI struggle to reach faster business benefits and timely implementations. This is because: 1. When adopted just as a technology initiative, end users expectations remain unmet. 2. Learning curve on open source BI tools and related methodologies gets stretched 3. Often a committed, trusted Open source SI vendor is needed to see it all through As India's FIRST Open Source Integration Company we bring predictability by ensuring that customers‟ BI solution is correctly designed, architected and delivered either as on-premise, cloud-based / SaaS Service, or embedded. InfoAxon‟s Open Source BI Practice has resulted into a set of services which can be delivered in quick-time-to-market manner providing customized BI solutions powered by Pentaho. These services are different from a traditional BI vendor services. The focus is more on providing a practical BI Solution through integration and packaging of professional BI frameworks, tools and technologies rather than just BI product/technology deployment. InfoAxon provides following BI Solutioning Services powered by Pentaho: Pentaho Integration & Development This focused professional services engagement is meant for customers who are looking for:  implementing a Pentaho based BI Solution  migrating from their existing ad-hoc BI systems in place such as Excel Sheets or Other expensive and rigid proprietary BI products  establishing an automated Data Integration process and Data Warehouse  a credible partner with end-to-end BI solution envisioning and implementation capabilities InfoAxon will assess your existing IT and business environment, understand your BI solution vision, recommend a roadmap for an iterative BI solution deployment and finally implement the solution as a Solution Partner with shared ownership of the BI solution roadmap. Our Open Source BI Practice and existing Pentaho based implementations have resulted into development of „BI Solution Accelerators‟ which help Rapid Development and Deployment of Pentaho based BI Solution. These accelerators ensure quick turnaround of BI Solution with a proper BI environment set-up for BI content development and further enhancements. www.infoaxon.com
  • 6. Capability Paper BI Advisory & Consulting Analysis, Design & Implementation & • Readiness Assesment Architecture Deployment • Solution Envisioning • Define KPIs • Development • Protoype Planning • Identify & Analyze Data Source • Enhancement • Dimensional Modeling • Integration • Data Integration & Analysis • Setup & Deployment • Dashboard and Report Design • Tuning & Performance • BI Solution Design & Architecture Enhancements Pentaho Integration & Development Services Some of these Open Source BI Solution Accelerators developed by InfoAxon Open Source BI Practice Team are:  Advanced Logging, Audit and Compliance Tool Kit to ensure transparent, optimized & manageable data load behavior while building your DW. The tool kit ensures ETL and data load behavior faster and more transparent.  Integrated Agile Development Environment to fast track your Pentaho BI Solution development & deployment. It provides an innovative agile development environment that supports continuous integration with Pentaho projects.  Integrated Workbench  Integrated Portal Environment that provides a front-end BI portal with rich visualization to business users. Business users could personalize the BI Portal further to view specific KPIs, reports, analytics and Mashups with data coming from other 3 rd Party applications.  Integrated CAS Framework that allows Single-Sign-On (SSO) for the Integrated Portal environment i.e. with Portal as well as reporting engine.  Rich Visualization Tools such as Protovis, CDF (Community Dashboard Framework), FusionCharts that allows rich presentation of data and metrics in form of interactive reports, charts, dials, maps etc.  REST based Service Layer that enables easier integration with other frameworks / technologies. www.infoaxon.com
  • 7. Capability Paper Pentaho Managed Services This professional engagement is meant for customers who have either experimented with Pentaho‟s community or enterprise editions for POC / departmental implementations but are struggling to:  Realize full value offered by Pentaho as a end-to-end BI Platform  Get Pentaho based BI solution well adopted or institutionalized within their organization  Resolve scalability, performance and other technical issues faced on Production environment  Integrate other corporate applications or data sources for innovative solutions / services Adoption & Optimization Support & Maintenence • Examine Design & Architecture • BI Solution Stack Support • Production Environment Planning • Bug Fixing • Create a unified BI Solution Stack •Corrective Maintenence for optimum performance Open Source Model provides easy access to various downloadable software applications. Users with IT backgrounds are able to quickly download and set-up open source BI applications as demos or departmental / team level implementations. However as and when these application starts getting used as a BI solution, the end-user experience starts deteriorating. BI Solution requires careful design & architecture planning, sound integration and above all optimization for enterprise wide usage in terms of no. of users, scalability, security and performance. InfoAxon‟s Managed BI Services are aimed at helping customers reach next level of their BI implementations from basic (in terms of POCs, departmental / team level) implementations to fully optimized production grade BI solutions which are well supported and enhanced continuously. As an open source contributor, InfoAxon has helped raise and solve several bugs in Pentaho BI community. These contributions range from:  Testing of Pentaho Releases to identify and report bugs and issues to Pentaho. Some of the areas where InfoAxon has significantly raised bugs and issues are: Pentaho Data Integration, Mondrian OLAP  Integration of CAS (Single Sign on framework) with Pentaho-Liferay Framework. For this several enhancements were carried out in default CAS setup shipped with Pentaho.  Integration of CDE (Community Dashboard Editor) and CDF (Community Dashboard Framework) with Pentaho Enterprise Version. www.infoaxon.com
  • 8. Capability Paper Extending BI Investment with components from our Open Source BI Stack: InfoAxon‟s approach is to help customers re-use what they already have and provide a flexible BI Solution rather trying to force a one-size-fits-all mentality. Based on Open Standards, our solutions are designed to leverage your existing BI Infrastructure - applications, databases / data marts / data warehouse, ETL tools, BPM engine etc. wherever it makes sense. Plug on just the components required from our open source BI Stack with your existing BI infrastructure to complete your BI solution and reduce costs. Some of the specific BI components being used by our customers as part of their Hybrid BI Solution Strategy: 1. Data Visualization Layer (Dashboard, Reporting & Analysis) 2. Data Integration with ETL tools 3. MySQL / PostgreSQL / EnterpriseDB / Infobright based Data Warehouse 4. Integration with External BPM Engine Pentaho Training The success of business intelligence solution implementation depends upon how well it is adopted within the organization and empowering various stake holders (end users, administrators, developers) with the ability to perform their task better. InfoAxon creates „value‟ by ensuring success of BI initiative by providing practical know-hows and •Use of Pivot Table to Slice & •Pentaho BI Platform actionable knowledge in form of Training Services. dice configuration and •drill through data administration These Training Services cover BI Solution & Data •Pentaho Design Studio •Ad-hoc Analysis and Reporting Integration using Pentaho BI Platform and InfoAxon‟s •Action Sequences Agile & Iterative solution development methodology. •Publishing BI Content to BI Server InfoAxon Training covers:  Business Users Training Business User BI Administrator Training Training  Administrator Training  Developer Training The above training packages ensure better alignment and adoption of BI by stakeholders of the BI Solution •BI Solution Development •Reporting & Analysis (viz. business and IT users) by addressing their needs •Dimensional Data Modeling of: •Data Integration (ETL) & Data Warehouse construction  Ease of use •MDX & JPivot  Rapid development & deployment of BI content •Workflows (reports, analysis, dashboards etc.) •OLAP Cubes using Cube Designer / Workbench BI Developer Training www.infoaxon.com
  • 9. Capability Paper Pre-Integrated Pentaho Solution Our BI Practice and existing Pentaho based implementations have led to development of our flagship BI Platform „fusionBI‟ which is a pre-integrated BI platform powered by Pentaho and other open source technologies. It is a sum result of our open source integration effort over the years and acts as a mothership platform on which collaborative Business Intelligence and reporting solutions are developed for our customers. fusionBI helps jumpstart specific open source business intelligence solutions by providing an integrated stack that can be used to deliver solutions faster. It is used to develop vertical specific and customized BI solutions that are frequently requested by organizations considering BI. Some of these pre-integrated solutions are: 1. BI Portals with Rich Dashboards and Data Mashups 2. White labeled, Multi-tenant SaaS BI Platforms 3. Enterprise Reporting and Data Analysis Platforms 4. Data Integration & Warehouse Solutions 5. Embedded BI for corporate applications such as ERP, CRM, HRM etc. www.infoaxon.com
  • 10. Capability Paper BI Portal Solution with Rich Dashboards & Data Mash-ups: Decision makers at the top of any business are looking for a real time self updated Dashboard view of their business that outlines key performance indicators and business progress in form of metrics simply through visual and interactive means such as charts, dials, maps etc. InfoAxon has further enhanced Pentaho by integrating it with leading web2.0 collaborative Portal framework „Liferay‟ which provides multi-tenant and collaborative capabilities to the BI Solution. Further integration with rich visualization toolkits such as Protovis, CDF (Community Dashboard Framework), FusionCharts ensures that Key Performance Indicators (KPIs) and other business metrics gets represented in an interactive, innovative and appealing way. The Portal environment provides business users capabilities to determine the information they require and personalize the look and feel and the format in which the information is delivered. The fact that the BI Portal is based on open standards, it allows different types of data to be captured from different sources and mash-up to create new content. The portal based BI solution allows users to create business intelligence Dashboards with Data Mash-ups from operational BI systems (Pentaho) and information from other applications / sources in form of data, audio, graphics, video and reports and present a comprehensive view. It also allows users to create their own ad-hoc BI content using the various applications that have been integrated into the solution. The Solution provides unified administration and security with CAS integration leading to single-sign-on. www.infoaxon.com
  • 11. Capability Paper Integrated Dashboard, Analysis and Reports: Users could carry out rich graphical analysis for visual representation of complex information. They could select from wide range of graphical displays including indicators, dials, charts and gauges, making it easier to spot trends and understanding the key factors driving business. Users could just point-and-click to instantly summarize their performance metrics, operational data and create dynamic, customized reports to meet the entire spectrum of their reporting needs without any programming or IT expertise. The solution allows multidimensional analysis on cubes to explore large volume of summarized data through an interactive analysis with slice and dice, drill down and drill through options providing flexibility to have multiple views of data and information from different perspective.The integrated BI Portal solution is used by our customers as:  Vertical specific, multi-tenant SaaS BI solutions for customer‟s customers  BI Intranets with rich executive dashboards and data mash-ups by businesses  Departmental Level BI Websites  Re-use existing BI infrastructure of the customer with our rich Portal based Data Visualization www.infoaxon.com
  • 12. Capability Paper Data Integration & Warehouse Solution: Our Data integration and Data warehouse solutions help businesses create a “Single Source and Version of Truth” within their business. The key problems are that a business collects data at different sources and business users do not have a consistent and consolidated view of the data that can then be explored and mined to provide business insights. This is achieved through various techniques and tools powered by Open source such as:  Pentaho Data Integration (PDI)  Kettle ETL  CDE (Community Data Extraction)  Mondrian OLAP  MDX with jPivot  Talend What Problems we solve  Creating a Data warehouse & Data Marts as part of any Business Intelligence implementation  Enhancing existing Data stores by integrating data from various sources  Migrate Data between different applications and using ETL techniques to transfer the data  Conversion of data through imports of data into databases from text-files, Excel spreadsheets, relational systems.  Presenting Data as a service to other applications within the Business www.infoaxon.com
  • 13. Capability Paper What we do  Designing Business Data Models (Defines a picture of how the business data will be represented and accessed by any application looking for business insights)  Identification of different data sources for data integration and warehouse development.  ETL (Extract , Transform and Load) tools to connect disparate data sources and load the data according to the business data models.  Access Control and security design for the data in the data warehouse  Data warehouse management and support How we do  Identification of Data sources scattered disparately within the business  Use of Open source tools such as Pentaho, Kettle, Talend to perform ETL operations  Data analysis to develop consistency check rules during ETL  Data cleaning and Data profiling to make sure data is clean and consistent with business requirements  Implement security and authentication rules  Documentation of each step to help Data administrators www.infoaxon.com
  • 14. Capability Paper Why InfoAxon for your Pentaho based BI Solution InfoAxon has over a decade experience of working with and contributing to open source eco-system. Our open source expertise range from open source consulting, development, enhancements to integration of open source components / frameworks to create Business Solution Platforms through our unique opens source „Platforming‟ approach. Our Open Source BI Practice does not view Pentaho just as a piece of technology; rather we view it from creating innovative BI Solutions for our customer needs. The BI practice ensures that the Pentaho based BI Solution is properly designed, architected, integrated and deployed with right support and governance mechanisms. We have enhanced and customized Pentaho with new features, innovative integration with other 3 rd party framework & components and developed further add-ons „Solution Accelerators‟ to standardize and fast-track BI Solutions implementations. Some of our differentiators as compared to any other Pentaho deployment vendor: Pentaho Comments InfoAxon Comments customization innovative pre- approach packaged Pentaho (adopted by Platform any other approach Open source vendor) Open Source Yes Pentaho is open source and Yes We have many more open source provides the usual benefits of components well integrated other using open source software than Pentaho. These open source components can be customized further to make the stack "Business Ready" for Pentaho users Cost Yes Traditional benefits of adopting Affordable Solutions that are good value for open source. You can avail implementation money since they offer much either free or commercial open (much more value more than what you get from a source versions of Pentaho for money) basic Pentaho implementation; Pre-packaged suites lowers your total cost of ownership and fast track project implementations Open Source No Most of the vendors have just Yes Dedicated Open Source BI BI Practice Pentaho specific skills. This Practice resulting into customized approach is just to implement and faster BI Solutions for specific Pentaho as a technology verticals or specific business product and not create & own problems BI Solution. www.infoaxon.com
  • 15. Capability Paper Rich No Not provided by Pentaho by Rich Dashboards Uses other integrated open source Dashboards default and for many projects available for software to provide rich and require significant customization implementation attractive dashboards Test Suite No When implementing projects no Typical Test cases When implementing projects you additional standard test cases and Test plan for get ready test cases and test and test plan suites are Pentaho project plans available tuned for Pentaho part of Platform development Business No Pentaho out of the box still Yes Integrated stack makes it easier Ready needs a lot of customization to put into production and leads and understanding to be put to faster turnaround times into production Making your No Does not provide a Innovative and You get an innovative and agile development development environment that Agile development environemnt that faster and fast tracks your project development supports continuous integration Agile development; Mostly this is environment on our Pentaho projects developed by project teams High No The data access layer for Enhanced data Pentaho layer is optimized for Performance production grade volumes is access layer business use and cuts down the optimized often needed to be modified compared to "Problem Finding" and fixing Data Access and optimized but takes time to Pentaho loops; In summary saves you time Layer get right Better Data No Standard ETL capabilities Advanced For example missing data loading Load (nothing special that will make Logging, audit later; Behaviours your ETL process data load and compliance is behaviour faster) built in the fusionBI tool kit and the data load behaviour while building your DW will be more manageable and transparent www.infoaxon.com
  • 16. About InfoAxon Technologies InfoAxon is a leading provider of enterprise services and business solutions powered by open source. We design, architect and support complete “Enterprise Solution Platforms” using Open Standards, Web 2.0 next generation technologies and Open Source Frameworks providing end-to-end solutions to business problems. India‟s First Global Open Source Integration Company We are India's First Global Open Source Integration Company providing business solutions in areas of Content & Knowledge Management, Web2.0 Collaboration and Business Intelligence powered by our unique open source „Platforming‟ expertise. INDIA OFFICE: UK OFFICE: InfoAxon Technologies Ltd. InfoAxon Technologies UK Ltd. H-189, Sector-63, Building A, Trinity Court, Electronic City, Wokingham Road, NODIA-201307, U.P Bracknell, Berkshire RG42 1PL, India United Kingdom Phone:+91 120 4350040, Phone: +44 1344 668048, Fax:+ 91 120 4350065 Fax: +44 1344 668148 Website: www.infoaxon.com | Blog: http://blog.infoaxon.com | E-mail: contactus@infoaxon.com