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Presented by,MySQL AB® & O’Reilly Media, Inc.
Achieving OperationalBI on a BudgetLance Walter,Vice President, ProductManagement and Marketing
Pentaho
Agenda! Pentaho Introduction! Operational BI Definition(s)! Key Challenges of Operational BITechnologyEconomicsChange management
! Real-world examples! Q&A
Pentaho Introduction! Commercial open source alternative for business intelligence (BI)
Founded in 2004: Pioneer in Commercial open source BILarge referenceable customer base, wide range of BI/DW deployments
! Management - proven BI and open source veteransfrom Business Objects, Cognos, Hyperion, JBoss, Oracle, Red Hat, SAS
! Board of Directors – deep expertise and proven success in opensource
! Widely recognized as the leader in open source BI
Operational BI Defined! The use of business intelligence (BI) tosupport
! Operational workers“Frontline” employees - customer servicereps, order entry staff, etc.
! Operational processesHandling a customer issue, processingorders, intra-day inventory management
! Operational goals and metricsProcess completion / throughput – ordersprocessed, customer cases handledProcess quality – number of defects,customer satisfaction
Understanding the “Continuum”! Traditional BI
! High data latency (weeks,months)
! Strategic metrics andbenefits
! “Standalone” BI application! Used by executives andanalysts
! Minority of employees! Traditional data warehouse
! Operational BI! Low data latency (hours,minutes)
! Tactical metrics and benefits! “Embedded” BI application! Used by frontline workers! Majority of employees! Operational application oroperational data store
Key Challenges of Operational BI
Technology Challenges (A Partial List)! Information latency
How “real-time” is real-time?What does “real time” cost?
! Information quality“garbage in, garbage out”Conflict of timeliness vs. quality
! Presentation and deliveryWhat can users consume?
! Process integrationWhere and how does BI intersect theoperational process?
! Availability and reliabilityBI as an operational system
Dilbert on Data Quality
Technology Solutions! Information latency
Architecture for dynamic dataData federationReal-time / active data warehousingOperational Data Stores
! Information qualityData filtering / profiling
Reject erroneous data based on rulesData cleansing
Ex. Identifying duplicate customersData integration / ETL
“Virtual” Data Source
Technology Solutions (cont.)! Presentation anddelivery
Application integrationDesktop integrationPortal integration
! Process integrationEmbedded businessrulesExternal orchestration
Economic Challenges to Operational BI
! “BI for the Masses” is theoldest line in businessintelligence….
! BUT traditional licensingmodels limit large-scaledeployment
Per user pricingMultiple modules requiredGranular user roles (Viewer?Interactive viewer? Creator?)Administrator licensesInternal vs. Extranet use
$$
$$
$$
$$
Economic Solutions for Operational BI! Licensing and packaging forOperational BI Needs toaccommodate
Nearly “frictionless” growthChanges in user profilesWidely-varying frontlineemployee costsEvolution of use-cases – i.e.extranet deploymentsEmbedded and “invisible”deployment
! Envision large and growing BIsuccess, and consider thelicensing implications
Customer Examples:Operational BI on a Budget
Pentaho at Terra Industries (NYSE: TRA)
$2B Global Nitrogen Products LeaderKey Challenges
! Aligning pricing and delivery withinventory and supply
! Obtaining an integrated view ofoperations across multiple disparateoperational systems
Pentaho Solution
! Pentaho Reporting, Data Integration
! Sourcing data from SAP R/3,Peoplesoft, Tabware, and home-grownsystems
! MySQL Enterprise
Results
! Rapid time-to-value via embeddedoperational reporting for front-lineworkers
! Long-term strategic benefits fromsingle, integrated view of company-wide information
“We chose Pentaho because it has afull range of functionality, exceptionalflexibility, and a low total cost ofownership because of its open sourcebusiness model. We can startdelivering value to our business usersquickly with embedded, web‐basedreporting, while integrating ourdisparate data sources for morestrategic benefits down the road.”
Pentaho at University of Montreal Registrar Bureau
Canada’s Second Largest UniversityKey Challenges
! Managing daily operations with a clearpicture of student enrollment,performance, and staffing
Pentaho Solution
! Pentaho Open BI Suite
Results
! Ability to align University resources,staffing, and investment on a dailybasis
Why Pentaho
! Flexible architecture
! Easier integration into existinginfrastructure
! Cost of ownership
“Pentaho was the clear choice for usafter reviewing the alternatives fromBusiness Objects, Oracle, and SAS.Pentaho’s flexible architecture lets usbuild our operational business rulesdirectly into the BI system, andintegrate easily into our ITinfrastructure as well as our strategicbusiness processes.”
Pentaho at Boyne ResortsNorth America’s Largest Family Run Four-
Season Resort CompanyKey Challenges
! Understanding customer behavior andcustomer loyalty to drive marketing programs
! Tracking food and beverage sales, laborutilization, and profit throughout the day
Pentaho Solution
! Pentaho Open BI Suite replacing CrystalReports from Business Objects
Results
! Critical insight into customer trends tomaximize results from marketing programs
! Ability to monitor operations to benchmarkwithin and across resorts
Why Pentaho
! Breadth of functionality in open source
! Ability to deliver results quickly
! Cost of ownership
“We’ve advanced a major step forwardfor our business users by leveragingPentaho…With professional supportand a comprehensive BI offering fromPentaho, we’ve significantly upgradedour functional capabilities for afraction of the cost of proprietaryalternatives..”
Pentaho U.S. Naval Air Systems Command
NAVAIRKey Challenges
! Analyzing flight data to reduce operational riskand improve training (human error is a causalfactor in 70% of aviation mishaps)
Pentaho Solution
! Pentaho Open BI Suite – 70 instances
! Pentaho Training and Consulting services
! Selected after extensive evaluation ofBusiness Objects, Cognos, and Oracle
Results
! Ability to leverage recorded electronic sensordata to reduce risk and improve crewperformance
Why Pentaho
! Breadth of capabilities
! Proven success and large-scale referenceabledeployments
! Dramatically lower costs
“[Open technologies] reduce the cost ofsoftware development and they reducethe time in which innovations in softwarecan be incorporated in systems. ‘If theproject is of a sufficient scale, you cannotget there without an open‐sourceapproach,’ said Dewey Houck, a seniorengineer at Boeing, who spoke at aconference last month about DOD’s use ofopen source.”
‐ Government Computer News, Jan 2008, (link)
Product Highlights:MySQL and Pentaho for OperationalBI
Pentaho Reporting and Analysis forOperational BI
! Reporting
Access and format data from disparate sourcesRDBMS, XML / Web Services
Run directly against sources or using centralizedmetadata layer
! Analysis
Relational OLAP architecture
Active Data Warehouse supportControllable cache balances performanceand data latency
! Portal integration
! Office applications integrationOpenOffice or Microsoft Office
Your Inputs
Systems(applications & data)
MySQLPeople / Users
Pentaho BI Platform for Operational BI
! The Ideal Situation = Your Process
Your Outputs
InformationContentDecisionsKnowledge
Pentaho
Your Solution
Logic, Template,Queries, Schedules,
etc.
Solution-Oriented! Processes, activities, rules, templates, queries etc! Repository-based, portable, and package-ableProcess-Centric! Native workflow! Can be orchestrated from outside! Service-implemented
Your Inputs
Systems(applications & data)
MySQLPeople / Users
Pentaho BI Platform forOperational BI! The Ideal Situation = Your Process
Your Outputs
InformationContentDecisionsKnowledge
Your Application
Your Solution
Logic, Template,Queries, Schedules,
etc.
Embeddable and Customizable! Standalone Server or EmbeddedComponents
! All logic is accessible! All UI is customizable! All output is customizable! Small or large part of overall process
Pentaho
Pentaho
Pentaho
Pentaho
Pentaho
Pentaho
Pentaho Data Integration forOperational BI
! Traditional Extract, Transform andLoad capabilities“One version of the truth”Rapid query response
! Data filteringReject bad records
! “In-line EII”Ability to call multiple systems on-the-fly, integrate/transform data, andprovide it to the application
! Robust data profiling andcleansing available throughpartners
Pentaho Management Services! Simplify deployment
Single Sign On (SSO) integrationStyle editor
! Improve reliabilityApplication diagnosticsLifecycle managementAudit reportingAutomated content expiration
! Increase performance andscalabilityClustered deploymentPerformance monitoring
Demonstration: Pentaho andMySQL for Operational BI
Pentaho Subscription
What is MySQL Enterprise?
Software solution delivered as an annual subscription.A MySQL Enterprise subscription includes everything listed here:
MySQL Enterprise MonitorProactive Monitoring andAdvisors
! Software Update Service! Technical Alert Service
Maintenance and UpdateServices
! On line Knowledge Base! MySQL Production Support
Self-Help and TechnicalSupport
MySQL Enterprise ServerEnterprise Grade Software
Why MySQL Enterprise?
Maximum reliability and stabilityTimely Service Packs and Production Hot FixesMost popular platforms = Confidence for deploymentCertified for popular platforms/applicationsRecommended and configured for the EnterpriseEnterprise-Grade Software
The highest possible code qualityCommunity/MySQL/3rd-Party Quality AssuranceProven for Enterprise workloadsBenchmarked with thousands of connectionsCustomizable and flexibility based on open standardsOpen Source
Legal AssuranceOnline Knowledge BaseMySQL Enterprise MonitorAutomated Software Update and Alert Service24 x 7 Production Support
Feature
Worry-free open source development and deploymentMySQL expertise and experience at your fingertipsEnsures optimal and efficient database operationsHelp for general and security updatesAround-the-clock protection for MySQL systems
Benefit
Our Development Priorities
2. PERFORMANCEMySQL, Sun and BEA WebLogic SetNew World Records for Speed &Price/Performance in SPECBenchmarks
1. RELIABILITY Study: Few bugs in MySQL database.
By Robert Lemos CNET News.com Feb 4, 2005
3. EASE OF USE15 Minute Rule
Download, install and have MySQL up andrunning in 15 minutes.
%9 9 9 99
MySQL HA Solutions
35 days 4 days 50 mins 5 mins8 hours
Unmanaged
ReplicationTechnologies
ClusteringTechnologies
Clustering &GeographicalRedundancy
Well-Managed
SmallBusiness
ISPs &MainstreamBusiness
DataCenters
BankingMedical
TelcoMilitaryDefense
.
MySQLCluster
MySQL + DRBD
MySQLReplication
www.pentaho.com/101
Resources
! Pentaho website: www.pentaho.comDemosCustomer examplesSoftware downloadsMySQL-based sample applicationDeveloper forumsDocumentation
! Lance Walter, VP of [email protected], 407-812-6736
Thank You!Operational BI On a Budget
Presented by,MySQL AB® & O’Reilly Media, Inc.