wentregue bi implementation
TRANSCRIPT
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 1/60
Presentation to TCS
Agenda 1. About us
2. What we do
3. Pentaho Technology4. Pentaho Enterprise Edition vs Community Edition
5. Case studies / Application Screen Shots
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 2/60
Wentre ue – a business of Cita us
Citagus is a leading-edge IT solutions and services company
established with a specific mission of providing
comprehensive, top of the line solutions around PeopleSoft .
Wentregue , a brand of Citagus is a leading-edge IT
solutions and services company focusing on high-quality
consulting services, delivery principles and an unwavering
commitment to delivery in niche areas like SAP, Data
Warehousing and Business Intelligence
A customer-driven, an employee friendly , on continuous innovation
With complete integrity & Passion to Adapt
Our Company
Our Brand
Our Values
ABOUT US
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 3/60
Business Intelligence at wentregueWentregue offers technology-independent
business intelligence and data warehousing (BI / DW)
consulting and technology service. Our motto is “Delivering
performance, Always” and best-of-breed BI architecture brings
unparalleled value and maximizes return on your IT
investment. We have a broad range of experience with the full
suite of BI / DW solutions including Implementations,
migrations and upgrades
How we can help you in Business Intelligence ?
We will help you design, construct and maintain a
powerful BI solution that leverages your existing systems; enables
strategically focused planning; offers insight into competitive
markets; facilitates full compliance with regulatory federal /
government guidelines; and provides world-class, on-the-fly
reporting for every aspect of your business. Our approach to BI
Emphasizes the intrinsic value of a sound business strategy basedon a holistic approach to information technology. Our consultantscarry vast experience in Commercial BI products like Businessobjects, Cognos , Oracle BI suite & Pentaho (open-Source ) inReporting area. In Data integration we have high expertise inInformatica, Oracle ETL and Pentaho Data integration suite.
BI Architecture
Staging Area
Operational
Data Store
Analytical layer
M e
t a d
a t a
Achieve Business Improvement through Business Intelligence
Recent Success: Wentregue implemented a low cost and yet effective BI, Corporate Performance Management Solution for a Services Company using Open-Source BI Product
Wentregue – a business of Citagus
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 4/60
Our Capabilities
Justification
Business case assessment
PlanningEnterprise Infrastructure Evaluation
Project Planning
Business Analysis
Project Requirements DocumentData Analysis
Application PrototypingMeta Data Repository Analysis
Note: ETL - Extract/Transform/Load
Architecture &Design
Database Design
ETL Design and OLAP Design
Meta Data Repository Design
Construction & Implementation
ETL Development
Application Development
Data Analysis
Analytics ,Reports and Dashboards
Meta Data Repository Development
Deployment
ImplementationRelease Evaluation
Support and maintenance
Technology , we deliver
Wentregue – a business of Citagus
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 5/60
Satisfaction Costs LatencyResponse
Data Quality
Service Profit Churn
Business Intelligence & Analytical Emergencies
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 6/60
Management expectations on Business Intelligence Solution
• Budget/FC Follow-Up
• Benchmarking
• Break up of Revenue, Cost Analysis
• Balance sheet ,YOY comparisons
• Other Fixed Assets• Write Downs/Offs
• Budget/FC Follow-Up
• Benchmarking
• Break up of Revenue, Cost Analysis
• Balance sheet ,YOY comparisons
• Other Fixed Assets• Write Downs/Offs
• Customer (Account) Sales & GrossMargin
• Geography
•Services
•Sales Responsible•Customer Group(s)
• Account Contribution
• Monitoring service lines andperformance
• Work force Analytics• Project health, comments
• Sales Contribution
• Delivery Service Level & Productivity Yield
• ROR % (EBIT)
• ROCE %
• Project Wins vs. Loses
• # Employees and T/O
Finance Sales
Operations
Indicators
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 7/60
• Wide and deep
•Regional and local Mgmt
Challenges of Business Intelligence Solutions
• Many Systems, Many Tables – needMasters
• Unclear owners of Data Sets
• Need Common but Unique Keys
• Inconsistent use of Terminology(Field Names)
• Security
Structure & Maintenance of Data Scope of Distribution
Scalability Other Concerns
• Strategy to Grow/Invest in NewBusinesses
• Flexible solution to scope with thissolution
• Standard Reports at multiple org.levels
• Local requirements
• Consultant independent
• Timing vs. Needs
• Design is so important
• Training – speed and to whom
• Connection and alignment withother IT Projects
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 8/60
Pentaho Technology
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 9/60
BI cycle with Pentaho
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 10/60
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 11/60
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 12/60
Pentaho BI Platform Project
• Owned, led, and sponsored by Pentaho
• More than 500,000 downloads since
August 2005
– Averaging >50K / month
• 99.9th percentile on SourceForge.net for
activity
• Global community of contributors
• World’s most popular open source BI
platform
• Fastest-growing open source BIplatform
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 13/60
• Wide range of end-user needs
– Reporting
– Analysis
– Dashboards
– Data Mining – Static and interactive
– Multiple formats and delivery mechanisms
• IT need for centralized management
– Security
– Consistency – Integration with other systems
– Customization
– Integration with business processes
Business and Technology Challenges
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 14/60
Pentaho BI Platform Advantages
• Open source platform
– Not open source reporting - > proprietary platform
• Rule-based bursting – “conditional” delivery, customized content
• Embeddable
– Not a “BI Monolith”
– Delivered as libraries, use what you need
• 100% Java
– Portability, scalability, integration
• Provides critical services for end users – Scheduling
– Subscriptions
– Bursting/Distribution
– Alerting and notification
– Integration of end user tools
• Provides critical services for administrators
– Integration with external business logic
– Definition and execution of business rules
– Content presentation
– Integration points to applications, portals
– Process management and integration
– Centralized security
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 15/60
Pentaho BI Platform Advantages
• Componentized
– No requirement to use only/allPentaho components
– Choose components that best fit
your needs
• Operational BI, tightly integrates
– business processes and – components in BI Suite
• Service Oriented Architecture via
Web Service (HTTP and SOAP)
• Based on open technologies and
standards (J2EE, JDBC, JNDI, JSR-
170, JSP, HTML, XSL, and XML)
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 16/60
Pentaho Reporting
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 17/60
Business and Technology Challenges
• Broad range of reporting needs
– Simple Columnar or Tabular
– Operational
– Production
– Financial
• Provides an assortment of output formats – HTML
– Microsoft Excel/OpenCalc
– RTF (Microsoft Word/OpenWriter
– CSV
• Support a variety of distribution methods
• Ease report maintenance
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 18/60
Pentaho Reporting
• Provides critical functionality for end users – Web-based Access
– Prompting/Parameterized Reports
– Scheduling
– Subscriptions
– Bursting/Distribution
– Graphical Design Tools
• Provides features for administrators
– Relational, OLAP (Mondrian), XML,
custom and Pentaho Data IntegrationTransformations as data sources
– Single report definition for content
presentation, query is not embedded
– Integration points to applications, portals
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 19/60
Pentaho Reporting Advantages
• Flexible Report Design
– Graphical design environment – Externally reference commonly used
Report Sections
– Conditional hiding of report objects
– Access relational, OLAP, or XML
data• Embeddable
– Lightweight
– Easy to extend
• 100% Java
– Portability, scalability, integration• Cross Platform (client and server)
– Mac, Linux/Unix, Windows
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 20/60
Pentaho Report Designer
• Graphical Layout• Drag and Drop
• Integrated Report Design Wizard
• Integrated Query Builder
• Report Object Palette
• Browse Report Structure
• Easily edit object properties
• Preview Report
• Publish to Pentaho server
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 21/60
Pentaho Analysis
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 22/60
Business and Technology Challenges
• Knowledge workers need quick answers to tough
business problems
– Easy to understand Dimensional Model
– Intuitive User Interfaces promote exploration
through drag-and-drop, drilling and cross-
tabulation of data
– Speed-of-thought response times to complex
analytical queries
• Analyst need to uncover underlying causes and
hidden correlations
– Drill through to underlying details
– Find patterns and relationships to predict future
performance and derive recommendations
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 23/60
Pentaho Analysis Advantages
• Standards-based architecture
– J2EE architecture – JDBC and JNDI connectivity
– SQL-based data retrieval
– XML/A and MDX front-end support
• Embeddability and extensibility
• Rich, interactive analysis – Web- or Excel-based access
• Performance and scalability – Optimized SQL
– Aggregate table support
–Aggregation Designer
• Pentaho Open BI Suite Integration – Comprehensive auditing of user activity,
performance and data access
– Integrated security, scheduling, alerting,portal integration, and metadata
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 24/60
Pentaho Dashboards
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 25/60
Business and Technology Challenges
• Executives need to monitor Key Performance Indicators – Single-screen access to metrics, related reports, and other content
– Simple, unified solution for analyzing KPIs across all business functions
– Exception tracking and alerting for early notification of potential problems
• Analysts need to understand root causes for business problems
– Rich, interactive visual displays to spot trends, exceptions, and drill downto more detailed information
– On-screen filters to zero in on data specific to the business problem
• IT need customizable, easy to deploy solutions
– Dashboard-linking for simple, contextual navigation between dashboards
– Integrate external content using frames, URLs, or AJAX components – Standards-based architecture supporting most common environments
– Performance and usage monitoring through comprehensive audit reports
– Portal integrated and embeddable into existing web applications
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 26/60
Pentaho Dashboards Advantages
• Flexible deployment options
– Out-of-the box – Fully integrated with entire Pentaho
Open BI Suite
– AJAX components provide high-performance, customizableextensions
– Embeddable into existing solutions – Portal integration
• Rich, dynamic information delivery
– Wide variety of visual components
– Role or subject-based filtering
– Drill to detailed reports, analysisviews or other Dashboards withcontext
– Integration with Google Maps for location intelligence
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 27/60
Pentaho Dashboards Advantages
• Tight business process integration
– Embedded workflow
– Can receive events from or trigger events in
external systems
• Security and compliance
– Role-based security and business rules
– Integrates with existing enterprise security
• Pentaho Open BI Suite Integration
– Comprehensive auditing of user activity,
performance and data access
– Rich reporting and analysis leveraging
Pentaho Reporting and Analysis
– Integrated security, scheduling, alerting,
portal integration, and metadata
• Modern, Standards-based Architecture – 100% J2EE providing scalability, portability,
and integration
– All components exposed as web-services
– Open, XML-based repository
– JDBC 2.0 compliant
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 28/60
Pentaho Data Integration
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 29/60
Data Integration Challenges (Business and IT)
• Data is everywhere
– Customer order information in onesystem, customer service information in
another
• Data is inconsistent
– The record of the customer is different in
each system
• Performance is an issue – Running queries to summarize 3 years of
data in the operational system takes
forever
– AND it brings the operational system to its
knees
• The data is never ALL in the datawarehouse
– Acquisitions, Excel spreadsheets, new
applications
Customer
Service
History
Customer
Order
History
Marketing
Campaigns
Data
Warehouse
XML Acquired
System
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 30/60
IT’s Data Integration Dilemma: Build Versus Buy
C o s
t s
Time
Open Source ETL
C u s t o m C
o d e
P r o p r i e t a r y E T L
Pros & Cons: Proprietary ETL
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 31/60
Pentaho Data Integration
• Rich Feature Set
• Enterprise-class performance and scalability
• Broad Database Support
• 100% Meta-data Driven
• Graphical, model-driven design
• Mature, 4th generation product
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 32/60
Pentaho Data Integration Advantages
• Meta-data, model-driven approach
– Tell it WHAT to do and not HOW to do it – Complex transformations with zero code
– Graphically design data transformations
and jobs
• 100% Java, cross-platform support
• Extensible architecture
– Easy to develop and plug in custom
connectors
– SAP connector available
• Repository-based
– Structured management of models,
connections, logs and more – Easy re-use of queries and transformation
components
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 33/60
Pentaho Data Integration Advantages (cont.)
• Full-featured ETL
– Over 40 pre-built mapping objects – Support for all common data
sources including leading RDBMSs
and a variety of flat file formats
– Advanced data warehousing
support for Junk and Slowly
Changing Dimensions• Integration with Pentaho Open BI
Platform
– Schedule jobs and transformations
– Leverage Pentaho alerting and
workflow – Pentaho Reporting and Analysis for
delivering information to the
enterprise
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 34/60
Software and Services Community Edition Enterprise Edition
Reporting Open Source Certified
Analysis Open Source Certified
Dashboards Open Source Certified
Data Integration / ETL Open Source Certified
Business Intelligence Platform Open Source Certified
Data Mining Open Source Certified (Add-On)
Community Forums Interaction
Community Web Documentation (Wiki)
Professional Support Community Edition Enterprise Edition
Telephone support (Toll-Free)
E-mail support
Service Level Agreement
Unlimited support cases
Maintenance Community Edition Enterprise Edition
Software maintenance By in-house staff By Pentaho Engineers
Patch Releases
Fixes included in future releases
Pentaho Software and Services – Enterprise vs. Community Edition
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 35/60
Enhanced Functionality Community Edition Enterprise Edition
Pentaho Enterprise Console
Single Sign-On
Streamlined security configuration
Application diagnostics
Repository utilities
Lifecycle management
Audit reports
Automated content expiration
Clustering
Performance monitoring
ETL management and monitoring
Certified Software Community Edition Enterprise Edition
Stabilized software
Managed release cycle
Optimized builds
Pentaho Software and Services – Enterprise vs. Community Edition
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 36/60
Product Expertise Community Edition Enterprise Edition
Professional documentation
Knowledge base
Consultative support
Remote assistance packages
Installation/configuration packages
Design and integration packages
Troubleshooting and optimization packages
Enterprise Edition online forum
Web based training
Software Assurance Community Edition Enterprise Edition
Intellectual Property Indemnification
Warranty for services
Pentaho Software and Services – Enterprise vs. Community Edition
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 37/60
Application Screen Shots
Sample data only
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 38/60
FINBI
Sample data only
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 39/60
Provide Login in credentials here !!
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 40/60
Home Page - Dashboard
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 41/60
Dashboard - II
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 42/60
Region-wise Revenue Analysis Report with Chart - I
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 43/60
Region-wise Revenue Analysis Report with Chart - II
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 44/60
Practice-Wise Revenue Report
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 45/60
Decision Support System
Sample data only
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 46/60
Provide Login in credentials here !!
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 47/60
This Screen helps in setting the option for calendar years. The two options available
are US fiscal year and Indian Fiscal year
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 48/60
Distribution of Revenue across different Dimensions like Geography, Service Line
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 49/60
Executive Dashboard Reports
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 50/60
Distribution of Revenue across Business unit and Comparing headcount for BU
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 51/60
Delivery Report – based on Service line and its hierarchies
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 52/60
Service Line Dasboard
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 53/60
Complete Customer Report information
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 54/60
Comparison Reports at Account Level
S i Li D hb d
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 55/60
Service Line Dashboard
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 56/60
Proposal information for a opportunity and its features
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 57/60
Customer Contact information on the FLY !
F t f A li ti
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 58/60
Features of Application
User Group Examples:
• Board of Directors
• Service Line Heads
• Business Unit Heads
• Delivery unit Heads
• Project Managers
Security:
• Security can be implemented at report and data level i.e.
group of users have been defined for each level
• Single Sign on feature is optimal• Accessible over integrated Portal and web
Technology Stack
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 59/60
Technology Stack
• Pentaho BI suite
• Java
• Oracle
Advantages
• Lower Investment in BI
• Reduced Total Cost of Ownership
• Tremendous Business Benefits
• Highly Effective Decision Making system
• Simplified deployment
• Improved Reliability
• Performance and Scalability
8/9/2019 Wentregue BI Implementation
http://slidepdf.com/reader/full/wentregue-bi-implementation 60/60
Citagus can help you implement the same type of BI Solution at low cost and high return, according to YOURspecific business requirements.
We will ensure that you receive the training you need to leverage the application fully as needed going forward.