1

Commercial Open Source BI

Wann macht der Einsatz Sinn?Geschäftliche und funktionale Aspekte

Rapid Market Uptake of Open Source BI

“Open source software represents the most significant all-encompassing and long-term trend that the software industry has seen since the early 1980s.”

“Open-source BI software is probably in your future; the real issue is not whether, but when.”

“Open Source BI is here to stay.”

“Interest in open-source BI technology is high as companies seek alternatives to higher-priced, commercially available products.”

2

Open Source Software – A Key Issue for the Enterprise

InformationWeek cover story

November 2008, “The Open

Source Enterprise”

Pentaho and other open source

leaders are driving enterprise

open source adoption across

every major software category

Summary of Customer Challenges - EXAMPLE

NOTE: This is an example slide that should be used to open a meeting or conference call

with a summary of the customer’s issues. This gets everyone “on the same page”, lets

them know that we’re listening, and frames the “pain” that we may be able to address

Sales team dissatisfied with frequency and flexibility of current

reporting solution

Data only updated on a weekly basis

Can’t be used for operational reporting throughout the day

IT team has identified an upgrade of existing solution that may address

the business problem, BUT

Upgrade to existing system will take significant time

New licenses required for additional capabilities

Net/net – Solving the problem with current tools will be very expensive

3

Open Source Market, Beispiele

Kategorie Proprietär OpenSource

Betriebssystem Windows, Unix Linux

Middleware IBM Tibco JBoss

Business Process Mgt Oracle Tibco jBPMAgila

Datenbank Oracle IBM NCR Sybase

Microsoft

MySQL PostgreSQL

Firebird Ingres

ERP, CRM, SAP Oracle Microsoft OpenERP Sugar CRM

Portal, Enduser Microsoft Office IE

Sharepoint PLumtree

Firefox, OpenOffice,

Liferay

Business Intelligence Microsoft SAS IBM Oracle

SAP Informatica

Pentaho, xxx

Die 10 besten Open-Source-Anwendungen

(Infoworld)

Business Intelligence: Pentaho Open BI Suite

In Sachen Business Intelligence (BI) sind die Aktivitäten der Open-Source-Community eher

begrenzt. Dafür liefern die wenigen ernsthaften Projekte herausragende Ergebnisse. Die

InfoWorld-Experten sehen in dieser Kategorie Pentaho knapp vor dem Konkurrenten

JasperSoft. Vor allem die gelungenen Module für Reporting, Dashboards, Datenintegration

und Datenanalyse tragen zu der Bewertung bei. So greift Pentaho für die Analyse von

Unternehmensinformationen auf den Olap-Server Mondrian 3.0 zurück. Data-Mining-

Funktionen stehen über die Integration des Open-Source-Systems Weka zur Verfügung.

Benutzern hilft die Browser-basierende Oberfläche mit etlichen Hilfe-Wizards dabei,

Berichte zu erstellen. Pentaho offeriert darüber hinaus etliche Tools, die das Abrufen und

Versenden von Reports via E-Mail oder über Portale automatisieren. Die Software

übernimmt dabei auch die Formatierung in HTML-, Excel- oder PDF-Dokumente.

4

“We recently had a meeting with Pentaho, a leading

open source BI vendor with a comprehensive platform

and expert management team. We believe that open

source BI represents an emerging competitive threat to

traditional BI.”

Leadership Team

Clear Leadership in Open Source BI

Unique in Open Source BI

ü Lead and sponsor all core projects

ü Full spectrum of BI capabilities

ü Superior architecture

ü Proven in large-scale deployments

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

Q3 '05

Q4 '05

Q1 '06

Q2 '06

Q3 '06

Q4 '06

Q1 '07

Q2 '07

Q3 '07

Q4 '07

Q1 '08

Q2 '08

Q3 '08

Q3 '08

Quarterly Downloads

Community

Gartner – “Who’s Who in Open-Source Business Intelligence?”

April 2008

“Founded in 2004 and among the best-known open source

BI offering in the market, Orlando based Pentaho provides

a breadth of functionality that can be considered the

closest match to commercial offerings from companies

such as Business Objects, Cognos or Oracle.”

Product

Pentaho Introduction

Commercial open source alternative for business intelligence (BI)

Founded in 2004: Pioneer in commercial open source BI

Large referenceable customer base, wide range of BI/DW deployments

Management - proven BI and open source veterans

from Business Objects, Cognos, Hyperion, JBoss, Oracle, Red Hat, SAS, SugarCRM

Board of Directors – deep expertise and proven success in open source

Larry Augustin - founder, VA Software, helped coin the phrase “open source”

Zack Urlocker – VP of Products, MySQL/Sun

Benchmark Capital, Index Ventures, New Enterprise Associates

Widely recognized as the leader in open source BI

5

Commercial Open Source BI From Pentaho

Complete Business Intelligence Suite

Complete end-to-end coverage of all BI needs

Standards-based, modular, embeddable platform

Open Source Licensing

Lower software acquisition costs

Lower Total Cost of Ownership (TCO)

Enterprise Development Methodology

Transparent, detailed roadmap

Product roadmap and contributions managed by Pentaho

Core developers are Pentaho employees

Extensive QA

Expert Services

Comprehensive Training, Consulting, Enterprise service offerings

Delivered by the Experts

Pentaho Business Model: Cost Structure and Investment

Traditional Software Company Attributes

Professional Methodology

Product Mgt, Development, Support

Revenue from services

Support, Training, Consulting

Non-Traditional Attributes

No large, upfront software license fees

Minimal expenses

Distributed QA & feedback loop through

OS community

Low cost Internet-based distribution

Transparency

Accountability

Traditional, Proprietary Model*

Pentaho Commercial OS Model*

* Spending by function as a percentage of revenues

6

Commercial Open Source Benefits

Safety for Customers

Professional Support – 9X5 or 24X7, Indemnification, training, consulting

Professionally managed development process

Innovative, enterprise-quality products via a professional methodology

Superior development productivity and commercial quality

Public roadmaps and schedules

Aggressive and pervasive commitment to open standards

Stability & long-term viability based on a vibrant open source community

Largest and fastest growing open source BI community, ensuring that code lives

“beyond Pentaho”

Extended, transparent governance and accountability – Customer, Partner, and

Community

Expanded value delivered by extensive partner ecosystem

Partners investing resources, creating huge ecosystem

Partners provide solutions built-on/integrated with Pentaho BI Platform

Pentaho Capabilities

7

Business Intelligence and Service Oriented Architectures

The Old Way

Self-contained, standalone BI application

“Mish-mashed” infrastructure of acquired,

force-integrated platforms

Monolithic BI “stacks”, loosely integrated

via proprietary standards

Legacy architectures and proprietary

licensing models

The New Way

Componentized and modular

Service-implemented architecture

Built “from the ground up” as a set of

services

Exposed via AJAX and Web Services

Commitment to a standards-based

architecture and adoption-friendly

licensing model

“On The Record” Public Wins Over Proprietary BI

Oracle BI

Close Premium Finance UK, U.S. Navy

Business Objects

U.S. Navy, University of Montreal, Boyne Resorts, SPH Search (rednano.sg)

Cognos

Loma Linda University Healthcare, Orbitz, U.S. Navy, SPH Search (rednano.sg)

Informatica

Lifetime Networks

SAS Institute

University of Montreal

8

Large Deployment Examples

Frontier Airlines – Yield Management

4 years of historical ticket data down to the individual ticket

800 million records

Half a terabyte of live OLAP data

4 server cluster

Most queries under 8 seconds

Longest queries under 15 seconds

Major Healthcare OEM

600 dimensions and 3,000 measures in the application

Tens of thousands of members in largest dimensions

Fact tables contain hundreds of millions of rows

TradeDoubler

Extraction and transformation of more than 3.2 billions rows

Average load rate higher than 300,000 rows per second

Orbitz Travel Services

Self-service extranet portal for travel agents

3,000 interactive users

4 CPU Server

Teradata data warehouse

Pentaho at BNSF LogisticsLeading Supply Chain Services Company

Key Challenges

Cumbersome, manual process for creation and distribution of reports

Inconsistent data accuracy because of semi-automated preparation processes

Pentaho Solution

Pentaho BI Suite Enterprise Edition

Business and implementation services by Pentaho Certified Partner OpenBI

Red Hat Enterprise Linux, PostgreSQL Database

Results

Initial data warehouse with web-based reporting and analytics in 6 weeks

75% lower acquisition costs, 50% lower ongoing ownership costs compared to proprietary BI

Ability to monitor operational business health

Faster, better decisions in sales processes

Why Pentaho

Open standards support and ease of integration

Cost of ownership

“Using Pentaho for our business intelligence platform,

along with the expert support and knowledge provided by

OpenBI, BNSF Logistics was able to implement our initial

data warehouse with web-based reporting and analytics in

just six weeks. Not only did we deliver a powerful

business intelligence tool set for our organization in short

order, but were able to do so at a fraction of the cost of

proprietary alternatives .”

B-Eye Network

Podcast here

9

Pentaho at Orbitz (NYSE: OWW)Global Travel Services Company

Key Challenges

Self-service reporting for extranet application serving travel agents

Pentaho Solution

Pentaho Reporting Enterprise Edition

Red Hat Enterprise Linux, JBoss Application Server, Teradata database

2,500 users

Results

Integrated, self-service reporting

Application selected as 2006 JBoss Innovation Award winner

4-year, $1.5M TCO reduction

Why Pentaho

Cost of ownership

Embeddability within custom web-based applications (security, user interface, etc.)

Pentaho bei Bürgel

10

Pentaho bei Bürgel

Global Network of Certified Systems Integrators

11

The Pentaho Approach

Pentaho offers the value-added software and

services that help customers achieve the

desired outcomes associated with their BI

initiative when implementing Pentaho

Enterprise Editions.

Achieve BI Objective(s) More Effectively

TIME

BI P

RO

JEC

T

OB

JEC

TIV

E(S

)

Customer Without Pentaho

TT

Customer With Pentaho

12

Pentaho Customer Support: Addressing the Deployment

LifecycleS

up

po

rt C

alls

/ N

eed

Time / Deployment Stage

Development

• Integration

• Customization

• Content

Test / QA

• Performance

• Reliability

• Stabilization

Production

• Break / Fix

• New content

• Incremental requirements

Up

grad

es

Raising the Bar for Professional Support

“Given their subscription-based model, both

vendors need to provide exemplary support.

This was in evidence in the [Gartner Magic

Quadrant] reference survey.. particularly

Pentaho scored strongly on the customer

support question — higher than any of the

megavendors.”

Gartner – “Business Intelligence Platforms Magic Quadrant”, January 2009

13

Pentaho Consulting Services

Deliver a broad spectrum of

engagements, including:

Short-term and long-term;

Expert services;

End-to-End BI projects;

Knowledge transfer

A one-stop, single-vendor approach to

assist you, directly from the experts.

Pentaho-managed; delivered thru

network of Certified System Integrator

partners.

Fees are based on daily rates, T & M

plus travel expenses

Pentaho Training Services

Current Course Offerings

Pentaho Report Design Techniques (4 web sessions)

Installation and Administration of the Pentaho BI Suite (3 days)

Reporting Solution Development with Pentaho (3 days)

Analytic Solution Development with Pentaho (3 days)

Pentaho Analysis for OLAP Developers (3 days)

Pentaho Data Integration for Database Developers (4 days)

Public Training

Regularly scheduled in North America, Latin America, and Europe

Periodically scheduled in Asia Pacific region

Onsite Training

Cost effective for larger development teams

Tailored to better match instructional needs

Web based Training

Regularly scheduled, Live, Instructor-lead courses

Delivered over a series of 3-4 hour topic sessions

14

Pentaho BI Suite Enterprise Edition

Why Choose Pentaho BI Suite Enterprise Edition?

Achieve BI results

Many BI projects succeed or fail based

on “people and process” issues

Open source BI provides customer

freedom and flexibility, and lower TCO

But open source BI alone doesn’t resolve

BI project pitfalls

Pentaho BI Suite Enterprise Edition

helps you achieve BI results

Consultative support and product

expertise

Software maintenance

Management and monitoring tools

More

15

Professional Support Plans

Gold Platinum

Number of Incidents Unlimited Unlimited

Case-Tracking Yes Yes

Communication MethodE-Mail, Phone and Support

Portal

E-Mail, Phone and Support

Portal

Remote Troubleshooting Yes Yes

Toll-Free Support Escalation Hotline

Yes Yes

24 X 7 X 365 Support Optional for additional fees Optional for additional fees

Severity 1 Response Time (Production Systems Only)

4 Business Hours 1 Business Hour

Severity 2 Response Time 1 Business Day 2 Business Hours

Severity 3 Response Time 2 Business Days 4 Business Hours

Severity 4 Response Time 2 Business Days 4 Business Hours

Remote Assistance Packages 0 3

Consultative Support Hours 18 24

Named Contact(s) 1 2

Demo

16

Enterprise vs. Community Edition

Enterprise and Community Edition releases are NOT the same

Pentaho maintains a branch for each certified version providing ability to

Stabilize certified versions for customers

Professionally manage inclusion of community contributions

Deliver patch releases to customers

Provide hot fixes to customers for Severity 1 issues as required

Quality testing and certification is only performed on Enterprise Editions

Patch Releases (bug fix only distributions) do NOT get posted to open source

Enterprise Editions provide value added features for enterprise deployments

The Community Edition is not free considering Total Cost of Ownership

Development Fun Facts*

Lines of code: 2,633,373 (according to ohloh.net)

BI Server 415,607

Mondrian 338,317

Reporting 1,582,496

Kettle 296,953

2530 bugs reported in last 12 months, 211 per month

407 source code check-ins last 3 weeks

Subversion – The source code control system we use for open source

Trunk – The latest development code line. This is the wild, wild west

Branches – Snapshots of the trunk managed by Pentaho for providing

Enterprise Edition customers with patch releases of Certified Versions

*Figures taken week of Sept. 17, 2008

17

Is CE the right choice for my project?

The Community Edition may be right for you if:

You have the Product Management resources to evaluate 200 bug reports

and 600 check-ins a month and decide which changes are critical

You have the Development resources to manage 2.5M lines of code and

merge critical bug fixes from the trunk

You have the Change Management resources to build each Pentaho

application you use

You have the Quality Assurance resources to regression test your builds

You feel comfortable telling your manager or your board of director that you

are making critical business decisions based on untested software you

downloaded from the internet

Painting a Vision

Template V6 031608

18

Pentaho Solutions OverviewTo deliver maximum value while minimizing risk for Pentaho

customers, Pentaho partners work closely with other leading

organizations that deliver complimentary technology and value-

added services around the Pentaho Open BI Suite. This

presentation will highlight some examples:

Below is a list of the capabilities you will be able to

demonstrate: Dashboards

Google Maps integration

Scorecards and Key Performance Metrics

Operation Business Intelligence

What-If Analysis

Alert Notification

Pentaho Analysis

Pixel perfect reporting

Web based guided ad hoc

Complete web based ad hoc

On report demand distribution

Pentaho DashboardsPentaho Dashboards delivers

visibility by providing

Comprehensive metrics

management capabilities which

allow for the definition and

tracking of critical metrics at

the individual, department, or

enterprise level

Rich, interactive, visual displays

so that business users can

immediately see which business

metrics are on track, and which

need attention

Portal Integration to make it

easy to deliver relevant business

metrics to large numbers of

users, seamlessly integrated

into their application

Integrated alerting to

continuously monitor for

exceptions and notify users to

take action

19

Alerts

Pentaho provides you with the ability of delivering alerts in near real-time

to your dashboard. From your dashboard you can be notified about

activities in your business that you want to be made aware of in order to

make corrective actions. Alerts can also be categorized based on

predetermined settings and given a conditional icon to indicate the type of

alert. For example, the first alert we see is critical. It tells us that our

sales performance is below estimate. The second alert gives us a warning

that we have excessive inventory on hand, followed by an informational

alert letting us know that the trends of overtime requests are up. Beneath

the informational alert we see another critical alert telling us that

proprietary BI software is too expensive and lastly a good news alert that it

is time to subscribe to Pentaho. Keep in mind that any of these alerts can

be configured to drill into a more detailed view.

Scorecard Reporting

Stop lighting reports can provide your

executives , managers, and front line workers

with a method of reporting that indicates if

the operational activities are in line with the

overall company’s vision and strategy. In this

example, users can toggle between a graphical

stoplight approach and be able to see the

numbers behind the colors. With Pentaho

Reporting you can deliver reports to both user

types; those who are visual or those who are

analytical.

20

What If Analysis

Knowing how your company performed in

the past is important…knowing how your

company will react to changing market

conditions is crucial. Using Pentaho

Business Intelligence, your users can

perform many “what-if” scenerios ranging

from the simple to very complex. Due to

the flexibility of Pentaho reporting, all

aspects of your company can be turned

into a variable allowing you to analyze

what affects changes in market conditions

have business.

Google Maps Integration

One of the powerful characteristics of

Pentaho Reporting is its extensibility.

The report to the left shows a Google

Maps mash up. Now you can see from a

geographical perspective exactly how

your organization is performing and have

the ability to drill to detailed Additional, I

can drill in to more detailed. In this

example I may want to see who the store

manager is so that I can contact him to

find out further information.

21

Stoplight Reporting

Stoplight alerting is a great tool to give

you a high level view of exactly how your

company is performing; even more

powerful, it gives you the ability to drill

further down into each area, giving you

access to detailed cause and effect

information.

Operational BI – Activity Monitoring

Operational Business Intelligence is all about the ability

for you to monitor your business’s activities. This

example of a business activity monitoring dashboard was

developed when Pentaho was enlisted to help a major

military branch track, in near real time, the status of

crucial vehicle performance metrics. Utilizing Pentaho

Data Integration, they were able to receive raw data

from the vehicle sensors, transform and load it into a

data store for near real-time performance monitoring.

On the bottom left of the screen, we can see the

vehicle diagnostics strip chart that allows us to view the

real-time trend of the vehicle performance. You also

have the opportunity to drill down to view the historical

trend information behind each gauge. As a side note,

this dashboard utilizes components from both Pentaho

Dial Widgets and third party flash charting objects.

22

Simple Guided Adhoc

One of the biggest barriers to a successful business

intelligence implementation is user adoption. FIND

SOURCE The reason why user adoption rates are

typically low for these implementations is that most

business intelligence vendors provide a tool that end

users have to learn how to use. The last thing that end

users want is just another tool that requires days of

training.

Pentaho Reporting offers unmatched flexibility in

developing business intelligence applications that have a

wide user adoption. Instead of users needing to learn a

new tool, they can easily access and navigate through

your company’s information assets just as easy as it is

for them to do their online banking or buy a book from

amazon.com. More than 80% of your business reporting

needs can be satisfied in this manner.

Complete Flexibility

One of the biggest barriers to a successful business

intelligence implementation is user adoption. FIND

SOURCE The reason why user adoption rates are

typically low for these implementations is that most

business intelligence vendors provide a tool that end

users have to learn how to use. The last thing that end

users want is just another tool that requires days of

training.

Pentaho Reporting offers unmatched flexibility in

developing business intelligence applications that have a

wide user adoption. Instead of users needing to learn a

new tool, they can easily access and navigate through

your company’s information assets just as easy as it is

for them to do their online banking or buy a book from

amazon.com. More than 80% of your business reporting

needs can be satisfied in this manner.

23

Pentaho AnalysisPentaho Analysis puts rich, analytic power in the hands of your

knowledge workers - helping them to operate with maximum

effectiveness by gaining the insights and understanding they need to

make optimal decisions. For example, if a report shows sales are

trending lower than expected, knowledge workers need to be able to

easily uncover the underlying issue by getting answers to questions

such as:

Is the problem with one product line, or certain regions?

What’s different about that combination versus other

combinations that don’t have problems?

Is there a related problem with sales headcount? Marketing

campaigns? Or something else?

Pentaho Analysis helps answer these kinds of business questions by:

Making it easy for knowledge workers to freely explore business

information by dragging, dropping, drilling into, and cross-tabulating

data

Providing speed-of-thought response times to complex analytical

queries

Offering advanced capabilities - such as integrated reporting,

metadata, or dashboards through integration with other products

in the Pentaho Open BI Suite

Web AdHoc Query

Pentaho Web-based Ad-hoc Reporting is a

report generation tool based on Web 2.0

technology (AJAX, DHTML) designed to help

typical business users easily generate ad-hoc

reports using the Pentaho BI platform. It

provides a user interface that helps the user

quickly identify and group the data of interest,

apply constraints to the data, and generate a

report. The resulting reports are viewable

through Ad-hoc Reporting's Preview feature, or

through a Pentaho-platform based web

application.

24

Open Source Market

Pentaho at U.S. Naval Air Systems Command NAVAIR

Key Challenges

Analyzing flight data to reduce operational risk

and improve training (human error is a causal

factor in 70% of aviation mishaps)

Pentaho Solution

Pentaho BI Suite Enterprise Edition – 70

instances

Pentaho Training and Consulting services

Selected after extensive evaluation of Business

Objects, Cognos, and Oracle

Results

Ability to leverage recorded electronic sensor

data to reduce risk and improve crew

performance

Why Pentaho

Breadth of capabilities

Proven success and large-scale deployments

Successful proof-of-concept

Dramatically lower costs

“[Open technologies] reduce the cost of

software development and they reduce

the time in which innovations in software

can be incorporated in systems. ‘If the

project is of a sufficient scale, you cannot

get there without an open-source

approach,’ said Dewey Houck, a senior

engineer at Boeing, who spoke at a

conference last month about DOD’s use of

open source.”

- Government Computer News, Jan 2008, (link)

25

Delivering Value in Different Deployment Models

Coexistence with traditional proprietary BI

Minimize risk/exposure with consolidated vendors

Prove technology and services internally

Explore the relationship benefits of a transparent model without software

lock-in

Co-deployment with traditional proprietary BI

Leverage existing investments

Pragmatically “use what works”

Reduce overall TCO by incorporating commercial open source

Replacement of traditional proprietary BI

Upgrade BI capabilities

Reduce TCO

Capitalize on the opportunity of a “disruption” (software upgrade, license

change, etc.) in your BI environment

Pentaho Customers

26

Why Choose Pentaho BI Suite Enterprise Edition?

Save time, resources, and money

IT resources are scarce

“Going it alone” with free BI software not

only increases risk, it’s more expensive

TCO advantages of commercial open

source BI from Pentaho deliver short-term as well as long term value

Pentaho BI Suite Enterprise Edition helps

you save time, resources, and money

Stabilized software

Enhanced deployment capabilities

Direct access to product expertise

Committed response times

More

Why Choose Pentaho BI Suite Enterprise Edition?

Mitigate risk

Risk comes in many forms

Project failure or late delivery

Going over budget on software and

services

Legal risk

Pentaho BI Suite Enterprise Edition helps

you mitigate risk for your organization

Enterprise deployment features

No large, upfront license fees

“Pay as you go” – annual subscription

based on consistent delivery of value

Legal protection from open source IP

issues

Warranty for services provided

27

Pentaho Solutions OverviewTo deliver maximum value while minimizing risk for Pentaho

customers, Pentaho partners work closely with other leading

organizations that deliver complimentary technology and value-

added services around the Pentaho Open BI Suite. This

presentation will highlight some examples:

Below is a list of the capabilities you will be able to

demonstrate: Dashboards

Google Maps integration

Scorecards and Key Performance Metrics

Operation Business Intelligence

What-If Analysis

Alert Notification

Pentaho Analysis

Pixel perfect reporting

Web based guided ad hoc

Complete web based ad hoc

On report demand distribution

Software Maintenance

Receive critical software fixes in a timely fashion

Avoid in-house software maintenance and source code repair

Expensive skill-sets

Long-term costs of re-incorporating fixes and re-building releases

Compiled patch releases with incremental fixes delivered in

Enterprise Editions before Community Editions

Pentaho BI Suite Community Edition

Pentaho BI Suite Enterprise Edition

Support

contacted

Defect

identified

Compiled

Fix delivered

Product

Issue

Issue Identification Delay Resolution Delay

Time

28

Enhanced Functionality: Pentaho Enterprise Console

Centralized administration

Configuration

Security

Monitoring and auditing

Backup/restore

Troubleshooting

More

Thin-client, web-based

Administer remote server(s) from

anywhere

Enhanced Functionality: Pentaho Enterprise Console

Simplify deployment

Single Sign On (SSO) integration

Improve reliability

Application diagnostics

Repository utilities

Lifecycle management

Audit reporting

Automated content expiration

Increase performance and scalability

Clustered deployment

BI and ETL performance monitoring

29

Certified Software

Periodic, stabilized, production-deployable

versions delivered via a managed release cycle

Additional acceptance testing and validation

Optimized builds delivering up to 25%

performance improvements

Reviewed and validated frequently for

Intellectual Property compliance

Open- and closed-source code

Upgrades available without “enablement fees”

or other manufactured upgrade charges

Known, predictable future costs

Product Expertise

Consultative support

Address challenging issues in your

unique environment and configuration

1:1 access to a Pentaho expert

Remote assistance packages

Installation and configuration

Design and integration

Troubleshooting and optimization

Web based training

Library of courses

Classroom-quality instruction

Convenience of your own office

30

Product Expertise (cont.)

Pentaho Knowledge Base

Self-service access to high-quality,

situational technical content

Professional documentation

Makes it fast and easy to get value from

your deployment

Range of topics from introductory to

advanced

Integrates with Pentaho Knowledge

Base

Enterprise Edition online forum

Collaborate and share experiences with

other Enterprise Edition users and

Pentaho Partners

Software Assurance

Intellectual Property (IP)

indemnification

Minimize legal risks associated with

open source software

Usage

Customization

Modification

Legal protection from Pentaho

Replacement

Repair

Legal defense

Warranty for services provided

31

Why Pentaho?

Best Products

Complete coverage of end-to-end BI needs

Unmatched quality, widespread community and enterprise adoption

Modern, standards-based, componentized architecture

Best Service

24x7x365 Production Support available

Support cases handled by true Pentaho experts from the first call

Professional training and consulting

Best Value

No cost open source license

Subscription service and support at a fraction of proprietary vendors

Best Relationship

Complete transparency

Emphasis on quality service and support

ü

ü

ü

ü

Maximizing Long-Term Stability and Success:

Multi-year Pentaho Subscriptions

Business intelligence deployments typically

have a 3-5 year lifecycle

Company M&A, reorganizations, discontinuous business requirements over time

A multi-year subscription allows you to:

Avoid disruptions after a successful

deployment

Loss of access to online and telephone support

System shutdown do to expiration of subscription key

Loss of access to certified builds and timely bug fixes

Cost savings

Multi-year discounts

Lock in current pricing to avoid future price increases

32

Getting the Most Value Out of BI

“Unless you belong to a "type A organization"

with significant development resources and

no fear of risk associated with software

engineering, do not attempt to understand

the source code, but purchase a support

subscription.”

Gartner – “Who’s Who in Open-Source Business Intelligence?”, April 2008

Technology Partners, ISVs and OEMs