Wentregue BI Implementation

8/9/2019 Wentregue BI Implementation

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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



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



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



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



Satisfaction Costs LatencyResponse

Data Quality

Service Profit Churn

Business Intelligence & Analytical Emergencies



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



• 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



Pentaho Technology



BI cycle with Pentaho



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



• 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



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



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)



Pentaho Reporting




• Broad range of reporting needs

– Simple Columnar or Tabular

– Operational

– Production

– Financial

• Provides an assortment of output formats – HTML

– PDF

– Microsoft Excel/OpenCalc

– RTF (Microsoft Word/OpenWriter

– CSV

• Support a variety of distribution methods

• Ease report maintenance



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



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



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



Pentaho Analysis




• 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



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



Pentaho Dashboards




• 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



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



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



Pentaho Data Integration



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



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



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



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



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



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



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




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




Application Screen Shots

Sample data only



FINBI

Sample data only



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Home Page - Dashboard



Dashboard - II



Region-wise Revenue Analysis Report with Chart - I



Region-wise Revenue Analysis Report with Chart - II



Practice-Wise Revenue Report



Decision Support System

Sample data only



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This Screen helps in setting the option for calendar years. The two options available

are US fiscal year and Indian Fiscal year



Distribution of Revenue across different Dimensions like Geography, Service Line



Executive Dashboard Reports



Distribution of Revenue across Business unit and Comparing headcount for BU



Delivery Report – based on Service line and its hierarchies



Service Line Dasboard



Complete Customer Report information



Comparison Reports at Account Level

S i Li D hb d



Service Line Dashboard



Proposal information for a opportunity and its features



Customer Contact information on the FLY !

F t f A li ti



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



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



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.

Wentregue BI Implementation

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