Presentation deck for BeneDutch 2011

1. World Domination
with
Pentaho EE?
A Competitive
Overview

2. Jos van Dongen
> 20 yrs BI
Principal Consultant
Author/Speaker/Analyst
Proud member of #BBBT
Web: www.tholis.com
Email: jos<at>tholis.com
Phone: +31-(0)6-51169606
Skype: tholis.jos
LinkedIn: jvdongen
Twitter: josvandongen
IRC: _grumpy

3. Agenda
⇨ What's happening in the BI world?
⇨ The Open Source advantage
⇨ Open Source maturity & adoption
⇨ Competitive Overview
⇨ Pentaho EE vs 'the rest' summary
⇨ Dashboard fun...
⇨ Q&A
3

4. The Industry Radar Screens
Forrester Wave for BI, Q4 2010
What about Gartner BI Magic Quadrant
Open Source BI?
4

5. The value of the Radar Screens
Source: Doug Laney, May 13, 2008
5

6. Current State of BI Industry

7. Risky Strategy…

8. $22,500,000,000

10. Time to wake up!
10

11. Open Source
BI Stack Maturity
Portals GIS Search Office
Information Delivery & Presentation
Information Delivery & Presentation
Data Mining Statistics Visualization Text Mining
(Advanced) Analytics
(Advanced) Analytics
Reports OLAP Ad-hoc Dashboards CPM
Reporting & Analysis
Reporting & Analysis
DBMS Profiling Data Quality Modeling MDM
Data Management
Data Management
ETL EAI EII
Information Integration
Information Integration
Operating Systems, Application
NOIV Jaarcongres 2010 Tholis Consulting Servers, Programming languages
11
11

12. Open Source Everywhere
“By 2012, 80 percent of all
commercial software will include
elements of open-source
technology ”
Many open-source technologies are mature, stable and well supported.
They provide significant opportunities for vendors and users to lower
their total cost of ownership and increase returns on investment.
Ignoring this will put companies at a serious competitive disadvantage.
Embedded open source strategies will become the minimal level of
investment that most large software vendors will find necessary to
maintain competitive advantages during the next five years.
Gartner Group, 2008
12

13. Open Source Everywhere?
13

14. Stealth Open Source (1)
⇨ Greenplum
⇨ PostgreSQL
⇨
Project R
⇨ Map/Reduce
⇨ Information Builders
⇨ Magnify (Lucene)
⇨
Rstat (Project R)
⇨ Open Portal Services
(Apache Jetspeed)
⇨ IBM
⇨ iSeries Appliance (Talend)
14

15. Stealth Open Source (2)
⇨ Business Objects
⇨ Apache Tomcat
⇨ MySQL
⇨ Eclipse
⇨ Subversion
⇨ EsperTech
⇨ Xalan
⇨ Geronimo
⇨ Python
⇨
Cognos
⇨ Apache Tomcat
⇨ Apache Derby
⇨ PostgreSQL
15

16. #BigData, the new frontier
Yes, these (and more) are all Open Source!
16

17. #BigData, what about Data Quality?
• Problems
– Low conversion-rate on Marketing Campaigns.
– Product return for incorrect addresses.
– ‘Complex’ Data Migrations.
– Management Reports not trusted by the users.
• Cause
– Polluted Customer Contact details.
– Incorrect name, address, phone/fax/mobile or email.
– Different standards in each Source.
Data Quality through Steps in Pentaho.

18. Data Quality topics
• Standardization, validation, correction and
suggestion of Worldwide Names.
• Standardization, validation, correction and
suggestion of Worldwide Addresses.
• Standardization, validation and suggestion of
EMail addresses.
• Standardization and validation of Worldwide
Phone numbers.

19. DQ as a Step in Transformation

20. Example Transformation

21. Competitive Overview
http://www.biscorecard.com
Free downloads of Analyst Reports!
●Gartner Magic Quadrants
●Forrester Waves
●IDC Market Shares
●Etc
http://www.sas.com/news/analysts/index.html
21

22. End to End BI
Reporting
Operational, Production
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
22

23. Highlights
23

24. ...and my take on it
⇨ The Bad News:
⇨ iPad plugin is Analyzer only (!), plus it's
broken...
⇨
iPad/iPhone will be overtaken by
Android
⇨ Hadoop is a niche product
⇨
Metadata incomparable to e.g. Oracle,
IBM, SAP
⇨
Agile BI with single table input is a
gimmick
⇨ The Good News: Support IS (was?) excellent!
24

25. Pentaho's Secret Weapon
CDA ##pentaho Translation/
CDF documentation
CDE BIRT ???
Kettle
Kettle integration
plugins
Cookbook
CCC Saiku forums.pentaho.com
25

26. So what about.... you?
26

27. The BI Market in numbers
'Other'=$2Bln
Source: IDC, June 2011

28. Open Source (BI) Outperforms
⇨
Red Hat 72% (2010 market cap)
⇨
Jaspersoft 60% (2010 revenue)
⇨ Talend 140% (2009 cust base)
⇨ Pentaho revenue in 2010
+120% (!)
28

29. BI Platform Scores
Proprietary Material
Go to http://www.biscorecard.com for summary scores and full reports
29

30. Portfolio
30

31. Jaspersoft Architecture
Proprietary add-on
31

32. End to End BI
32

33. Component based platforms
33

34. Some noteable differences too
⇨ SpagoBI & Pentaho CE: Full BI capabilities
⇨ Jaspersoft CE: Portal, Reporting & Analysis
⇨ EE/Pro licensing hard to compare
SpagoBI JasperSoft Pentaho
Search ✔ ✔ ✘
Crosstabs ✔ ✔ ✘
Flash ✘ ✔ ✘
Data Mining ✔ ✘ ✔
GeoSpatial ✔ ✘ ✘
ETL Data Src ✘ ✘ ✔
34

35. Open Core vs Open Source
⇨ Pentaho EE ⇨ Pentaho CE
⇨
Security, auditing ⇨ Simple mngt console
⇨
ETL Management ⇨
⇨
Dashboard Designer ⇨
Community Dashboard
⇨
Analyzer (OLAP) ⇨ JPivot, Saiku
⇨ JasperSoft Pro ⇨ JasperSoft CE
⇨ ETL 'integrated' ⇨
ETL DiY
⇨
Dashboards ⇨
⇨ Ad-hoc ⇨
⇨
Excel Add-in ⇨
35

36. SAP Business Objects
36

37. SAP BO Acquisitions
⇨ 2002-8 Acta (ETL, Data Integrator)
⇨ 2003-12Crystal Decisions (Crystal Reports)
⇨ 2005-8 SRC (Financial planning/budgetting)
⇨ 2005-9 Medience (Data Federator)
⇨ 2005-10Infommersion (Crystal xCelsius)
⇨ 2006-4 First Logic (Data Quality)
⇨ 2006-10ALG (Profitability Analysis)
⇨
2007-1 Cartesis (Consolidation & EPM)
⇨ 2007-5 Inxight (VizServer, Text Analysis)
⇨ 2007-9 Fuzzy! Informatiq (Data Quality)
⇨
2007-10 SAP Buying Business Objects
⇨ 2010-5 Sybase (Column store, Mobile platform)
37

38. SAP-BO Summary
⇨ Different suites, different scope, different pricing
⇨ Enterprise Professional ('Classic' BO)
⇨ Enterprise Premium (Incl Dashboarding & Encyclopedia)
⇨
Lots of Apps (Strategy Mngt, Budgetting, Consolidation, etc)
⇨ Edge Series (Midmarket, 3 editions)
⇨ Unbeatable in ad-hoc reporting
⇨ SAP-BO 4.0 the killer suite ?
⇨ Meta-data layer including data federation (ORCL BI Server)
⇨
Explorer finally usable?
38

39. SAP BO 4!
⇨ Finally released, including Edge
⇨ Notable features:
⇨ Universes add (some) federation &
OLAP capabilities
⇨
Xcelsius now Dashboard Designer
(Flash ! = no iPad ;-))
⇨ Integrated lifecycle management
(based on SVN)
⇨ Knockoffs:
⇨ 'Heavy' & complex
39

40. But...
...when considering BO vs other BI vendors a major decision
point is that while each BO tool (Crystal, WebIntelligence,
Explorer, Xcelcius, etc) has market leading functionality,
there’s little product to product integration. Basically these
are all separate products running on the same administrative
platform and sharing the same data access layer (Universe),
but you design, build and support these products separately.
Other BI vendors offer much more integrated platforms. The
next release of BO (currently in “ramp up” stage – meaning
you have to specifically request it) which should hit the shelves
later this winter will address some, but not all, product to
product integration issues
Boris Evelson, Forrester Research
40

41. Cognos 10 BI Platform
⇨ Major upgrade from previous “Studio Clutter”
⇨
From BI to Business Analytics
⇨
New integrated portal: Business Insight
41

42. What's new in Cognos 10?
1)Dynamic Query Mode
2)New Charting Engine
3)Model Design Accelerator
4)Active Reports (think IBI)
5)Business Insight
6)Cognos Collaboration
7)Cognos Mobile
8)Cognos Real-Time Monitoring
9)SPSS Modeler and SPSS statistics
10)Cognos TM1 Integration
11)Lifecycle Manager
12)Enhanced auditing, tracing and scheduling
42

43. Dashboards
Cognos Portal
(Portal Pages)
KPI’s
Notifications
Library
Standard
report
43

44. Overige onderdelen
Report Studio
44

45. Dashboard & Office integration
45

46. Cognos 8.4 vs Pentaho 3.6
Pentaho CE Pentaho EE Cognos8
ETL Kettle (PDI) Kettle EE - (Data Manager,
InfoSphere)
Meta data layer Pentaho MD Pentaho MD Framework (manager)
Ad hoc reporting Pentaho Ad Hoc Pentaho Analyzer Query Studio
Query Builder SQLeonardo SQLeonardo Report Studio
Reporting PRD PRD Report Studio
OLAP DB Mondrian Mondrian - (PowerPlay, TM1)
OLAP Client Jpivot, PAT Pentaho Analyzer Analysis Studio
Dashboards CDF Dashboard Builder Portals, Metric Studio
Data Mining Weka Weka -
Scheduling Pentaho BI Pentaho BI Cognos8
Authorization/SSO Acegi/Spring Spring + AD/LDAP AD/LDAP/Win/Etc.
Portal (integration) JSR168 JSR168 Cognos8
LCM/DTAP - Beperkt Cognos8
46

47. QlikView
⇨ The Good stuff
⇨ It looks extremely sexy!
⇨
Powerful Dashboarding capabilities
⇨ Highly compressed (10:1) very, very fast in memory database
⇨ The Weak points
⇨
'You don't need a data warehouse' ->yeah, right...
⇨
Focus on interactive analysis: limited user scope
⇨
Need to build applications for end users ('Excel Hell' in QV)
⇨ Reporting, anyone?
⇨
No (predictive) analytics, workflow, complex ETL (need INFA)
⇨ And... it's much more expensive than everyone thinks!
47

48. Pentaho EE vs 'Rest' Summary
⇨ Pentaho EE doesn't (yet) stack up to the big guys, so
⇨ Avoid feature by feature comparisons
⇨ Be careful with the cost advantage (esp. w. MSFT)
⇨
Focus on PDI, Agile BI & Analyzer
⇨ Focus on embedding & extensibility
⇨ What would help (in POC's!):
⇨
Better visualization! (Protovis, anyone?->CCC!)
⇨
Interactive Dashboards (CDE!)
⇨ Default tabs linked to groups (CDT!)
48

49. About Dashboards....
⇨ Killer feature in POC's
⇨
QlikView basically does only one
thing, but they do it VERY well
⇨ Watch out for Business Objects
Dashboards (a.k.a. Xcelsius)
⇨
New kid on the block: Dundas
Dashboards
⇨ Microstrategy does pretty good too
⇨ The rest is, well, nothing to worry
about ;-)
Let's see if you recognize them!
49

50. Question 1: what is this?
50

65. So you're thinking...
⇨ Check out C**:
⇨
CDT
⇨ CDF
⇨
CDA
⇨ CDE
⇨
CCC
⇨ Pentaho:
⇨
'EE' it (somehow)
⇨
...
65

66. Future of Open Source BI
66

67. 67

68. Questions?