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    Capability Paper

    Pentaho BI Capability Profile

    InfoAxons Pentaho BI

    Integration Capabilities

    InfoAxons Pentaho BI Integration

    Capabilities

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    rganizations are under continuous pressure to improve their business performance, cut costs and do more with less. Also the

    xpected to quickly launch new solutions and services to capitalize on changing business environment and capture greenusiness opportunities.

    odays Knowledge Workers are also becoming more and more demanding and need business intelligence which aids their day

    ay work and not just few standard business reports with pre-formatted data. And they need it in the way which makes sense

    em with full control of their data and how they want to analyze the data. Knowledge Worker Productivity Improvement is fas

    ecoming one of the key drivers for BI Solutions.

    his is posing great challenge to IT teams in organizations today. They are expected to be innovative, deliver flexible business

    telligence solutions to manage fast changing requirements and reduce costs, all at the same time.

    rganizations realize that they cant meet the expectations of business, IT and end-users by building on closed source, proprie

    I products which are too expensive, rigid and complicated.

    pen source BI provides a viable alternative solution to meet the BI needs of todays knowledge driven organizations. By their

    ature, open source BI applications are more flexible, based on open standards and less expensive to acquire, deploy and supp

    an proprietary solutions. When correctly designed and implemented with right open source integration partner like InfoAxon,

    pen source BI Solution will provide sustainable business benefits.

    pen Source BI also allows businesses to quickly deliver (or prototype) business intelligence solutions with just what they needithout the need for investing in entire suite of BI Products.

    foAxon has 10+ years of rich open source solutions delivery experience. Our focus on Open Source has resulted into InfoAxo

    pen 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 servMove 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

    foAxon has a well defined Open Source BI Practice which is a collection of frameworks, templates, tools, methodolog

    ervices and pre-integrated solutionsresulting into customized BI Solutions for specific verticals or specific business probl

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    foAxon has over 5 years of experience in delivering customized BI Solutions by leveraging its Open Source BI Practice which

    nsures that BI Solutions are well designed, architected, deployed and supported properly.

    t InfoAxon, we have adopted and developed deep

    nderstanding on Pentaho BI platform which is one of

    e worlds leading Open source BI Platforms. We

    ave rich experience in delivering customized BI

    olutions using Pentaho as core BI engine.

    hrough our multiple BI solutions implementations,

    ur engineering teams have further customized and

    nhanced Pentaho with:

    new functionalities integration with other open source frameworks

    such as with Web2.0 Portal Framework,

    creation of multi-tenant SaaS based servicessuch as Hosted Retail Analytics, and

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

    o the end customers, this results into alternative, innovative & cost- effective BI Solutions that meet their needs as opposed t

    aditional BI systems that come with rigid, large footprints and require big budgets to implement. Also, since we already have

    pository of pre-built, pre-integrated and pre-tested BI solutions which caters to most of the common BI scenarios, considerab

    ss effort is required to implement and maintain BI solutions for the customers resulting into faster turnaround and lower TCO

    InfoAxons Pentaho Expertise

    Pentaho BI Platform

    Pentaho provides an open source BI Platform made up offollowing 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 forOLAP cubes schema

    designMetadata layer design

    for Ad-hoc Analysis

    Data Warehouse andData Mart construction

    Reporting

    CDA (CommunityData access) layer

    Pentaho Report

    Designer Adhoc reports

    Action Sequence

    Report Scheduling& Bursting

    Alerts &Notifications

    Dashboards

    CommunityDashboardFramework (CDF)

    JFree Charts KPI enabledDasboard

    Analysis

    Mondrian

    Designing of Cube

    MDX & jPivot

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    pen source has emerged as a highly attractive model to drive business intelligence from organization data. Our experience an

    search however indicates that businesses adopting open source BI struggle to reach faster business benefits and timely

    mplementations. 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

    s India's FIRST Open Source Integration Company we bring predictability by ensuring that customers BI solution is correctly

    esigned, architected and delivered either as on-premise, cloud-based / SaaS Service, or embedded.

    foAxons Open Source BI Practice has resulted into a set of services which can be delivered in quick-time-to-market manner

    roviding customized BI solutions powered by Pentaho. These services are different from a traditional BI vendor services. The

    more on providing a practical BI Solution through integration and packaging of professional BI frameworks, tools and

    chnologies rather than just BI product/technology deployment.

    foAxon provides following BI Solutioning Services powered by Pentaho:

    his 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

    nfoAxon will assess your existing IT and business environment, understand your BI solution vision, recommend a roadmap fo

    terative BI solution deployment and finally implement the solution as a Solution Partner with shared ownership of the BI solut

    oadmap.

    Our Open Source BI Practice and existing Pentaho based implementations have resulted into development of BISolutionAccelerators which help Rapid Development and Deployment of Pentaho based BI Solution. These accelerators ensure quick

    urnaround of BI Solution with a proper BI environment set-up for BI content development and further enhancements.

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    ome 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 behavwhile 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. Itprovides 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 u

    could personalize the BI Portal further to view specific KPIs, reports, analytics and Mashups with data coming from other

    Party applications.

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

    Rich Visualization Tools such as Protovis, CDF (Community Dashboard Framework), FusionCharts that allows richpresentation 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 & PerformanceEnhancements

    Pentaho Integration & Development Services

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    his professional engagement is meant for customers who have either experimented with Pentahos community or enterprise

    ditions 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

    pen Source Model provides easy access to various downloadable software applications. Users with IT backgrounds are able to

    uickly download and set-up open source BI applications as demos or departmental / team level implementations. However as

    hen these application starts getting used as a BI solution, the end-user experience starts deteriorating. BI Solution requires

    areful design & architecture planning, sound integration and above all optimization for enterprise wide usage in terms of no. o

    sers, scalability, security and performance.

    foAxons Managed BI Services are aimed at helping customers reach next level of their BI implementations from basic (in ter

    f POCs, departmental / team level) implementations to fully optimized production grade BI solutions which are well supported

    nhanced continuously.

    s an open source contributor, InfoAxon has helped raise and solve several bugs in Pentaho BI community. These contribution

    nge from:

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

    Integration ofCAS (Single Sign on framework) with Pentaho-Liferay Framework. For this several enhancements werecarried out in default CAS setup shipped with Pentaho.

    Integration ofCDE (Community Dashboard Editor) and CDF (Community Dashboard Framework) with PentahoEnterprise Version.

    Adoption & Optimization Examine Design & Architecture

    Production Environment Planning

    Create a unified BI Solution Stackfor optimum performance

    Support & Maintenence BI Solution Stack Support

    Bug Fixing

    Corrective Maintenence

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

    foAxons approach is to help customers re-use what they already have and provide a flexible BI Solution rather trying to force

    ne-size-fits-all mentality.

    ased on Open Standards, our solutions are designed to leverage your existing BI Infrastructure - applications, databases / dat

    arts / data warehouse, ETL tools, BPM engine etc. wherever it makes sense. Plug on just the components required from our

    ource BI Stack with your existing BI infrastructure to complete your BI solution and reduce costs.

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

    . Data Visualization Layer (Dashboard, Reporting & Analysis)

    . Data Integration with ETL tools

    . MySQL / PostgreSQL / EnterpriseDB / Infobright based Data Warehouse

    . Integration with External BPM Engine

    he success of business intelligence solution implementation depends upon how well it is adopted within the organization and

    mpowering various stake holders (end users, administrators, developers) with the ability to perform their task better.

    foAxon creates value by ensuring success of BI

    itiative by providing practical know-hows and

    ctionable knowledge in form of Training Services.

    hese Training Services cover BI Solution & Data

    tegration using Pentaho BI Platform and InfoAxons

    gile & Iterative solution development methodology.

    foAxon Training covers:

    Business Users Training Administrator Training Developer Training

    he above training packages ensure better alignment

    nd adoption of BI by stakeholders of the BI Solution

    iz. business and IT users) by addressing their needs

    f:

    Ease of use

    Rapid development & deployment of BI content

    (reports, analysis, dashboards etc.)

    Use of Pivot Table to Slice &dice

    drill through dataAd-hoc Analysis and Reporting

    Business UserTraining

    Pentaho BI Platformconfiguration and

    administrationPentaho Design Studio

    Action Sequences

    Publishing BI Content to BIServer

    BI AdministratorTraining

    BI Solution Development

    Reporting & Analysis

    Dimensional Data Modeling

    Data Integration (ETL) & DataWarehouse construction

    MDX & JPivot

    Workflows

    OLAP Cubes using CubeDesigner / Workbench

    BI DeveloperTraining

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    ur BI Practice and existing Pentaho based implementations have led to development of our flagship BI Platform fusionBI wh

    pre-integrated BI platform powered by Pentaho and other open source technologies.It is a sum result of our

    ource integration effort over the years and acts as a mothership platform on which collaborative Business Intelligence

    porting solutions are developed for our customers.

    sionBI helps jumpstart specific open source business intelligence solutions by providing an integrated stack that can be used

    eliver solutions faster. It is used to develop vertical specific and customized BI solutions that are frequently requested byrganizations considering BI. Some of these pre-integrated solutions are:

    1. BI Portals with Rich Dashboards and Data Mashups2. White labeled, Multi-tenant SaaS BI Platforms3. Enterprise Reporting and Data Analysis Platforms4. Data Integration & Warehouse Solutions5. Embedded BI for corporate applications such as ERP, CRM, HRM etc.

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    Dashboards & Data Mash-ups:ecision makers at the top of any business are looking for a real time self updated Dashboard view of their business that outliney performance indicators and business progress in form of metrics simply through visual and interactive means such as chart

    als, maps etc.

    foAxon has further enhanced Pentaho by integrating it with leading web2.0 collaborative Portal framework Liferaywhich

    rovides multi-tenant and collaborative capabilities to the BI Solution. Further integration with rich visualization toolkits such as

    rotovis, CDF (Community Dashboard Framework), FusionCharts ensures that Key Performance Indicators (KPIs) and other

    usiness metrics gets represented in an interactive, innovative and appealing way.

    he Portal environment provides business users capabilities to determine the information they require and personalize the look

    el and the format in which the information is delivered. The fact that the BI Portal is based on open standards, it allows diffe

    pes of data to be captured from different sources and mash-up to create new content.

    he portal based BI solution allows users to create business intelligence Dashboards with Data Mash-ups from operational BIystems (Pentaho) and information from other applications / sources in form of data, audio, graphics, video and reports and

    resent a comprehensive view. It also allows users to create their own ad-hoc BI content using the various applications that ha

    een integrated into the solution.

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

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    ntegrated Dashboard, Analysis and Reports:

    sers could carry out rich graphical analysis for visual representation of complex information. They could select from wide rang

    raphical displays including indicators, dials, charts and gauges, making it easier to spot trends and understanding the key fact

    riving business.

    sers could just point-and-click to instantly summarize their performance metrics, operational data and create dynamic, custom

    ports to meet the entire spectrum of their reporting needs without any programming or IT expertise.

    he solution allows multidimensional analysis on cubes to explore large volume of summarized data through an interactive ana

    ith slice and dice, drill down and drill through options providing flexibility to have multiple views of data and information fromfferent perspective.The integrated BI Portal solution is used by our customers as:

    Vertical specific, multi-tenant SaaS BI solutions for customers 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

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    ur Data integration and Data warehouse solutions help businesses create a Single Source and Version of Truth within their

    usiness. The key problems are that a business collects data at different sources and business users do not have a consistent a

    onsolidated view of the data that can then be explored and mined to provide business insights.

    his 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

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    What we do

    Designing Business Data Models (Defines a picture of how the business data will be represented and accessed by anyapplication 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 d

    models.

    Access Control and security design for the data in the data warehouse Data warehouse management and supportow 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

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    foAxon has over a decade experience of working with and contributing to open source eco-system. Our open source expertis

    nge from open source consulting, development, enhancements to integration of open source components / frameworks to cr

    usiness Solution Platforms through our unique opens source Platforming approach.

    ur Open Source BI Practice does not view Pentaho just as a piece of technology; rather we view it from creating innovative B

    olutions for our customer needs. The BI practice ensures that the Pentaho based BI Solution is properly designed, architected

    tegrated and deployed with right support and governance mechanisms. We have enhanced and customized Pentaho with new

    atures, innovative integration with other 3rd party framework & components and developed further add-ons Solution Accelera

    standardize and fast-track BI Solutions implementations.

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

    Pentahocustomizationapproach(adopted byany otherOpen sourcevendor)

    Comments InfoAxoninnovative pre-packaged PentahoPlatformapproach

    Comments

    Open Source Yes Pentaho is open source andprovides the usual benefits ofusing open source software

    Yes We have many more open scomponents well integrated oththan Pentaho. These open sourcomponents can be customizedfurther to make the stack"Business Ready" for Pentahousers

    Cost Yes Traditional benefits of adoptingopen source. You can availeither free or commercial opensource versions of Pentaho

    Affordableimplementation(much more valuefor money)

    Solutions that are good value fomoney since they offer muchmore than what you get from abasic Pentaho implementation;Pre-packaged suites lowers youtotal cost of ownership and fas

    track project implementations

    Open SourceBI Practice

    No Most of the vendors have justPentaho specific skills. Thisapproach is just to implementPentaho as a technologyproduct and not create & ownBI Solution.

    Yes Dedicated Open Source BIPractice resulting into customizand faster BI Solutions for specverticals or specific businessproblems

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    RichDashboards

    No Not provided by Pentaho bydefault and for many projectsrequire significant customization

    Rich Dashboardsavailable forimplementation

    Uses other integrated open sousoftware to provide rich andattractive dashboards

    Test Suite No When implementing projects noadditional standard test casesand test plan suites areavailable tuned for Pentaho

    Typical Test casesand Test plan forPentaho projectpart of Platform

    development

    When implementing projects yoget ready test cases and testplans

    BusinessReady

    No Pentaho out of the box stillneeds a lot of customization

    and understanding to be putinto production

    Yes Integrated stack makes it eto put into production and lead

    to faster turnaround times

    Making yourdevelopmentfaster andAgile

    No Does not provide adevelopment environment thatfast tracks your projectdevelopment; Mostly this isdeveloped by project teams

    Innovative andAgiledevelopmentenvironment

    You get an innovative and agiledevelopment environemnt thatsupports continuous integrationon our Pentaho projects

    HighPerformanceoptimizedData AccessLayer

    No The data access layer forproduction grade volumes isoften needed to be modifiedand optimized but takes time toget right

    Enhanced dataaccess layercompared toPentaho

    Pentaho layer is optimized forbusiness use and cuts down th"Problem Finding" and fixingloops; In summary saves you t

    Better DataLoad

    Behaviours

    No Standard ETL capabilities(nothing special that will make

    your ETL process data load

    behaviour faster)

    AdvancedLogging, audit

    and compliance is

    built in thefusionBI tool kitand the data loadbehaviour while

    building your DWwill be moremanageable andtransparent

    For example missing data loadilater;

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    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 TechnologiesInfoAxon 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.

    Indias First Global Open Source Integration Company

    We are India's First Global Open Source Integration Company providingbusiness solutions in areas ofContent & KnowledgeManagement,Web2.0 Collaboration and Business Intelligencepowered by our

    unique open source Platforming expertise.