open source bi
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Capability Paper
Pentaho BI Capability Profile
InfoAxon’s Pentaho BI
Integration Capabilities
InfoAxon’s Pentaho BI Integration
Capabilities
Capability Paper
www.infoaxon.com
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.
Capability Paper
www.infoaxon.com
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.
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.
BI PracticeTools & Technologies
• Database & Warehouse: Infobright , MySQL, EnterpriseDB, PostgreSQL, Oracle, MS SQL
•ETL Tools: Pentaho PDI, Talend
• Reporting Tools: Pentaho, BIRT, Jasper Reports
• KPI & Data Visualizations: ProtoViz, FusionCharts, CDF (Community Dashbaord Framework), Pentaho JFree Charts
• Analysis (OLAP) Tools: Mondrian
• Big Data Analysis: Hadoop
Pre-designed Templates:
• KPI and Reporting Queries
• Management Dashboards
• Source Data Analysis
• Dimensional Modeling
• ETL Designs
Methodologies
• 'Rapid BI' Methodology
• Open Source 'Platforming'
•Agile & Iterative Development
• Continous Integration Framework 'Fusion Build Framework'
• Use of Data Visualization & Modeling Tools
• Continous & Automated QA with pre-built Test Suites
•Project Management Frameworks and Governance
Services
• Advisory & Consulting
• Analysis, Design & Architecture
• Implementation & Deployment
• Support & Maintenance
• Training
Pre-integrated Solutions
• BI Portals with Rich Dashboards and Data Mashups
• White labeled, Multi-tenant SaaS BI Platforms
• Enterprise Reporting and Data Analysis Platforms
• Data Integration & Warehouse solution
• Embedded BI for corporate applications such as ERP, CRM, HRM etc.
• Extend your BI investments using our „Data Visualization‟ Layer
Capability Paper
www.infoaxon.com
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
the world‟s leading Open source BI Platforms. We
have rich experience in delivering customized BI
Solutions using Pentaho as core BI engine.
Through our multiple BI solutions implementations,
our engineering teams have further customized and
enhanced Pentaho with:
new functionalities
integration with other open source frameworks
such as with Web2.0 Portal Framework,
creation of multi-tenant SaaS based services
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.
InfoAxon’s Pentaho Expertise
Pentaho BI Platform
Pentaho provides an open source BI Platform made up of following components all managed from a central BI server
Data Integration (ETL)
Reporting & Dashboarding
OLAP Analysis
Ad-hoc analysis
Data-mining
Data Integration & Warehouse
•PDI: Kettle ETL, Spoon, Kitchen
•Pentaho Workbench for OLAP cubes schema design
•Metadata layer design for Ad-hoc Analysis
• Data Warehouse and Data Mart construction
Reporting
• CDA (Community Data access) layer
• Pentaho Report Designer
• Adhoc reports
• Action Sequence
• Report Scheduling & Bursting
• Alerts & Notifications
Dashboards
•Community Dashboard Framework (CDF)
• JFree Charts
• KPI enabled Dasboard
Analysis
•Mondrian
•Designing of Cube
•MDX & jPivot
Capability Paper
www.infoaxon.com
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.
Capability Paper
www.infoaxon.com
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 3rd
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.
BI Advisory & Consulting
• Readiness Assesment
• Solution Envisioning
• Protoype Planning
Analysis, Design & Architecture
• Define KPIs
• Identify & Analyze Data Source
• Dimensional Modeling
• Data Integration & Analysis
• Dashboard and Report Design
• BI Solution Design & Architecture
Implementation & Deployment
• Development
• Enhancement
• Integration
• Setup & Deployment
• Tuning & Performance Enhancements
Pentaho Integration & Development Services
Capability Paper
www.infoaxon.com
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
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.
Adoption & Optimization
• Examine Design & Architecture
• Production Environment Planning
• Create a unified BI Solution Stack for optimum performance
Support & Maintenence
• BI Solution Stack Support
• Bug Fixing
•Corrective Maintenence
Capability Paper
www.infoaxon.com
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
actionable knowledge in form of Training Services.
These Training Services cover BI Solution & Data
Integration using Pentaho BI Platform and InfoAxon‟s
Agile & Iterative solution development methodology.
InfoAxon Training covers:
Business Users Training
Administrator Training
Developer Training
The above training packages ensure better alignment
and adoption of BI by stakeholders of the BI Solution
(viz. business and IT users) by addressing their needs
of:
Ease of use
Rapid development & deployment of BI content
(reports, analysis, dashboards etc.)
•Use of Pivot Table to Slice & dice
•drill through data
•Ad-hoc Analysis and Reporting
Business User Training
•Pentaho BI Platform configuration and administration
•Pentaho Design Studio
•Action Sequences
•Publishing BI Content to BI Server
BI Administrator Training
•BI Solution Development
•Reporting & Analysis
•Dimensional Data Modeling
•Data Integration (ETL) & Data Warehouse construction
•MDX & JPivot
•Workflows
•OLAP Cubes using Cube Designer / Workbench
BI Developer Training
Capability Paper
www.infoaxon.com
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.
Capability Paper
www.infoaxon.com
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.
Capability Paper
www.infoaxon.com
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
Capability Paper
www.infoaxon.com
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
Capability Paper
www.infoaxon.com
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
Capability Paper
www.infoaxon.com
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 3rd 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
customization approach
(adopted by any other
Open source
vendor)
Comments InfoAxon
innovative pre-packaged Pentaho
Platform approach
Comments
Open Source
Yes Pentaho is open source and provides the usual benefits of
using open source software
Yes We have many more open source components well integrated other
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 open source. You can avail
either free or commercial open
source versions of Pentaho
Affordable implementation
(much more value
for money)
Solutions that are good value for money since they offer much
more than what you get from a
basic Pentaho implementation; Pre-packaged suites lowers your
total cost of ownership and fast track project implementations
Open Source BI Practice
No Most of the vendors have just Pentaho specific skills. This
approach is just to implement
Pentaho as a technology product and not create & own
BI Solution.
Yes Dedicated Open Source BI Practice resulting into customized
and faster BI Solutions for specific
verticals or specific business problems
Capability Paper
www.infoaxon.com
Rich Dashboards
No Not provided by Pentaho by default and for many projects
require significant customization
Rich Dashboards available for
implementation
Uses other integrated open source software to provide rich and
attractive dashboards
Test Suite
No When implementing projects no additional standard test cases
and test plan suites are available tuned for Pentaho
Typical Test cases and Test plan for
Pentaho project part of Platform
development
When implementing projects you get ready test cases and test
plans
Business Ready
No Pentaho out of the box still needs a lot of customization
and understanding to be put into production
Yes Integrated stack makes it easier to put into production and leads
to faster turnaround times
Making your development
faster and Agile
No Does not provide a development environment that
fast tracks your project development; Mostly this is
developed by project teams
Innovative and Agile
development environment
You get an innovative and agile development environemnt that
supports continuous integration on our Pentaho projects
High Performance
optimized Data Access
Layer
No The data access layer for production grade volumes is
often needed to be modified and optimized but takes time to
get right
Enhanced data access layer
compared to Pentaho
Pentaho layer is optimized for business use and cuts down the
"Problem Finding" and fixing loops; In summary saves you time
Better Data
Load
Behaviours
No Standard ETL capabilities
(nothing special that will make
your ETL process data load behaviour faster)
Advanced
Logging, audit
and compliance is built in the
fusionBI tool kit and the data load
behaviour while
building your DW will be more
manageable and transparent
For example missing data loading
later;
INDIA OFFICE:
InfoAxon Technologies Ltd.
H-189, Sector-63,
Electronic City,
NODIA-201307, U.P
India
Phone:+91 120 4350040,
Fax:+ 91 120 4350065
UK OFFICE:
InfoAxon Technologies UK Ltd.
Building A, Trinity Court,
Wokingham Road,
Bracknell, Berkshire RG42 1PL,
United Kingdom
Phone: +44 1344 668048,
Fax: +44 1344 668148
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.
Website: www.infoaxon.com | Blog: http://blog.infoaxon.com | E-mail: contactus@infoaxon.com
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