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Using Open Source Platforms for Business Intelligence - 1st Edition - ISBN: 9780124158115, 9780124158764

Using Open Source Platforms for Business Intelligence

1st Edition

Avoid Pitfalls and Maximize ROI

Author: Lyndsay Wise
eBook ISBN: 9780124158764
Paperback ISBN: 9780124158115
Imprint: Morgan Kaufmann
Published Date: 17th September 2012
Page Count: 232
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Table of Contents



SECTION 1: Introduction and market overview

Chapter 1. Introducing BI

Why is there a need for this book?

What to expect in this book

An introduction to BI

The components of business intelligence

Chapter 2. OS overview

Why understanding OS matters

A historical look at the broader OS market

The general appeal of OS

The OS market specifically

Personal thoughts about OS expansion

Chapter 3. The convergence of OS and BI

OSBI gaining popularity

The expansion of OS offerings and positioning

The unique fit of OSBI and its effects on the broader market landscape

Breakdown of OSBI technology

General considerations for organizations

Chapter 4. A look at the OSBI market


The OSBI market – a general overview

Traditional OS communities

Adopting OSBI

Why OS?

OSBI transition and the expansion of OSBI into BI

OSBI within the OS market

Where OSBI solutions will/should be in the future

Implications for businesses

SECTION 2: A deeper look at OSBI

Chapter 5. The increasing popularity of OS

A look at BI drivers

Putting it all together

Chapter 6. The differences between general OS and commercial offerings

Understanding different OS models

Looking at community and commercial OS models

OSBI models

Looking at the community/commercial focus in the broader market

The drivers of commercial OS for BI

The bottom line

Chapter 7. Business benefits and challenges of OS for BI

How business and IT approach BI

The relationship between business and IT

Are benefits and challenges different or similar for business and IT worldviews?

A look at OSBI benefits

Business benefits – a wrap-up

A look at OSBI challenges

What all of this means for business justification

SECTION 3: BI strategies for success – tying in OS adoption with BI success

Chapter 8. The strategy behind BI adoption

Adopting BI

Why these factors matter

Why choose OS

Why go traditional


Chapter 9. Implications for users

A practical guide to selecting OS

Business factors of adoption

Technical factors


Checklist for software selection and implementation

SECTION 4: Justifying OSBI projects

Chapter 10. Selling an OSBI project to the business

A closer look at ways of selling OSBI

Community OSBI adoption

Commercial after community

Commercial for the first time

New to BI

BI expansion

Rip and replace

Embedded applications

Sorting out the different models and what it means to business units

Why sell to the business

Selling framework

The bottom line for OSBI adoption in organizations

Chapter 11. Evaluating ROI and TCO

Developing valid definitions of ROI and TCO

Total cost of ownership

ROI and TCO similarities and differences

Why ROI and TCO are important to software selection

Developing an evaluation framework for your OSBI project

Putting everything together

What is time to value?

A look at long-term ROI and TCO

Chapter 12. Developing a cost-benefit analysis for OSBI: A practical look at ROI and TCO calculations

General TCO/ROI models – a look at what exists in the market

Applying these models to ROI for OSBI

Evaluating TCO for OSBI

ROI and TCO calculations

Looking at commercial versus community offerings

SECTION 5: Understanding the technology behind business value

Chapter 13. A look at technical considerations

How do technical considerations help with the evaluation process?

Evaluating the current IT infrastructure

Looking at data integration

Disparate data sources

Database technologies and what the differences mean in terms of end-user delivery


Chapter 14. Understanding integration and data preparation

Looking at the components of BI

Why organizations should consider complementary offerings



Evaluating the current BI environment

A brief look at Hadoop

Integrating OSBI with traditional offerings

The reality of the market

Chapter 15. Working within an OS environment

Introduction to developers

A word about Java

Development within a community OS environment

Development within a commercial OS environment

Free software access without source code

Support available to developers

Community involvement and vendor differences

Collaboration with other developers

Participating in vendor software development

Upgrades, bug fixes, and the list goes on

Looking ahead at developer requirements

Chapter 16. Required skillsets

Technical skills

Java Programming

IT project management

Network and database optimization

Metrics and analytics development

Data modeling

Data integration

Business skills

Business requirements

Business unit interrelationships

Business sponsor

Business rules expertise

Navigating the political maze

Tying it all together

Chapter 17. Technical benefits and challenges

Expanding on the differences in technical versus business benefits and challenges

A look at the technical benefits of OSBI adoption

What about commercial OS and free software trials?

The issue of support and proprietary limitations

Weighing the benefits against the challenges

Understanding technical challenges

What types of challenges exist?

Understanding the real benefits and challenges of software development

SECTION 6: Takeaways/recommendations

Chapter 18. Getting started: A checklist for OSBI readiness

Business considerations

Technical considerations

Putting all the pieces together

Important OS factors

Can do with or without

General conclusion



Open Source BI solutions have many advantages over traditional proprietary software, from offering lower initial costs to more flexible support and integration options; but, until now, there has been no comprehensive guide to the complete offerings of the OS BI market. Writing for IT managers and business analysts without bias toward any BI suite, industry insider Lyndsay Wise covers the benefits and challenges of all available open source BI systems and tools, enabling readers to identify the solutions and technologies that best meet their business needs. Wise compares and contrasts types of OS BI and proprietary tools on the market, including Pentaho, Jaspersoft, RapidMiner, SpagoBI, BIRT, and many more. Real-world case studies and project templates clarify the steps involved in implementing open source BI, saving new users the time and trouble of developing their own solutions from scratch. For business managers who are hard pressed to indentify the best BI solutions and software for their companies, this book provides a practical guide to evaluating the ROI of open source versus traditional BI deployments.

Key Features

  • The only book to provide complete coverage of all open source BI systems and tools specifically for business managers, without bias toward any OS BI suite
  • A practical, step-by-step guide to implementing OS BI solutions that maximize ROI
  • Comprehensive coverage of all open source systems and tools, including architectures, data integration, support, optimization, data mining, data warehousing, and interoperability
  • Case studies and project templates enable readers to evaluate the benefits and tradeoffs of all OS BI options without having to spend time developing their own solutions from scratch


Business Analysts, Program Managers, Project Managers, IT Managers, CFO/CTOs


No. of pages:
© Morgan Kaufmann 2012
17th September 2012
Morgan Kaufmann
eBook ISBN:
Paperback ISBN:


"Finally, a book focused entirely on Open Source BI (OSBI).  Lyndsay has done a great job tackling this complex subject and making it digestible by both business and IT.  She discusses the benefits and challenges to choosing OSBI compared to traditional enterprise BI software, in a fair and unbiased approach.   It’s worth reading for all those considering OSBI for all, or part of their BI architecture."

-Steve Dine, Datasource Consulting, LLC

Ratings and Reviews

About the Author

Lyndsay Wise

Lyndsay Wise is the President and Founder of WiseAnalytics, an independent analyst firm and consultancy specializing in business intelligence for small and mid-sized organizations. For more than ten years, she has assisted clients in business systems analysis, software selection, and implementation of enterprise applications. Lyndsay conducts regular research studies, consults, writes articles and speaks about how to implement a successful BI approach and improving the value of business intelligence within organizations.

Affiliations and Expertise

President and Founder of WiseAnalytics, Toronto, CANADA