What Works in Enterprise Business Intelligence Offers a Fresh, Topically Focused Collection of Customer Success Stories and Expert Perspectives
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Volume 28 Best practices in Business intelligence and data warehousing from leading solution proViders and experts IN enterprise business intelligence POWERFUL CASE STUDIES AnD LESSOnS LEARnED FOCUSInG On: Dashboards, Scorecards, and Visualization Enterprise Business Intelligence Open Source Business Intelligence Software-as-a-Service FEATURES The End of Enterprise Software: Open Source Finds an Opening Wayne Eckerson, TDWI Research The “faster, better, cheaper” mantra in today’s economy has led to an explosion in open source BI tools. PAGE 2 BI or Bust Study Highlights Best Practices for a Tough Economy James E. Powell PAGE 4 Text Analytics to the Rescue Stephen Swoyer PAGE 5 TDWI RESEARCH Excerpt Analytical Tools for Business Analysts PAGE 25 TDWI best practices awards 2009 PAGE 29 VolumE 28 Letter from the Editorial Director IN enterprise business intelligence This new edition of What Works in Enterprise Business Intelligence offers a fresh, topically focused collection of customer success stories and expert perspectives. We’re proud to offer this resource to enhance your understanding of the tools, tech- nologies, and methods that are central to enterprise business intelligence today. We’ve arranged these case studies and lessons from the experts into specific categories to www.tdwi.org guide you through the articles: dashboards, scorecards, and visualization; enterprise president Rich Zbylut business intelligence; open source business intelligence; and software-as-a-service. director of research Wayne Eckerson Here’s what you will find inside: Director, online products & marketing Melissa Parrish managing editor Jennifer Agee editorial director Denelle Hanlon CASE STUDIES art director Deirdre Hoffman What Works case studies are meant to present snapshots of the most innovative BI and production editor Roxanne Cooke DW implementations in the industry today. The case studies included in this volume graphic designer Bill Grimmer demonstrate the power of enterprise business intelligence technologies and solutions for industries ranging from restaurants to the YMCA. LESSONS FROM THE EXPERTS President & chief executive officer Neal Vitale Included in this issue of What Works are articles from leading experts in the services, Senior Vice president & Richard Vitale software, and hardware vendor communities. These lessons provide perspectives chief financial officer about enterprise business intelligence best practices and trends. Executive Vice president Michael J. Valenti president, events Dick Blouin FEATURE ARTICLES Vice president, finance Christopher M. Coates In “The End of Enterprise Software: Open Source Finds an Opening,” Wayne Eckerson, & administration director of TDWI Research, details why interest in open source BI tools skyrocketed as Vice president, Erik A. Lindgren information technology the economy plummeted. Eckerson writes that there will be an inexorable rise in the & web operations adoption of open source technologies due to their significant cost savings over estab- Vice president, Carmel McDonagh lished BI vendors. attendee marketing This issue of What Works also features articles from TDWI’s bimonthly e-newsletter, Chairman of the Board Jeffrey S. Klein BI This Week. In “BI or Bust Study Highlights Best Practices for a Tough Economy,” James E. Powell details Aberdeen Group’s latest survey, and “Text Analytics to the Rescue” by Stephen Swoyer offers a rundown of the 2009 edition of “Text Analytics: REACHING THE STAFF User Perspectives on Solutions and Providers.” Staff may be reached via e-mail, telephone, fax, or mail. E-MAIL: To e-mail any member of the staff, please use the following form: [email protected] TDWI RESEARCH RENTON OFFICE (weekdays, 8:30 a.m.–5:00 p.m. PT) There’s more from TDWI Research. What Works includes an excerpt from TDWI’s Telephone 425.277.9126; Fax 425.687.2842 1201 Monster Road SW, Suite 250, Renton, WA 98057 recent Best Practices Report, Beyond Reporting: Delivering Insights with Next-Generation CORPORATE OFFICE (weekdays, 8:30 a.m.–5:30 p.m. PT) Analytics, by Wayne Eckerson. Telephone 818.814.5200; Fax 818.734.1528 9201 Oakdale Avenue, Suite 101, Chatsworth, CA 91311 BEST PRACTICES AWARDS 2009 SPONSORSHIP OPPORTUNITIES Scott Geissler, [email protected], 248.658.6365 This section features summaries of the winning solutions of TDWI’s annual contest, which recognizes organizations for developing and implementing world-class business REPRINTS: For single article reprints (in minimum quantities of 250–500), e-prints, plaques, and posters, contact PARS International. intelligence and data warehousing solutions. Phone 212.221.9595; E-mail [email protected]; Web www.magreprints.com/QuickQuote.asp We hope you enjoy this collection of case studies, best practices, and expert insight © 2009 by TDWI (The Data Warehousing InstituteTM), a division of 1105 focused on enterprise business intelligence. We look forward to your comments. If Media, Inc. All rights reserved. Reproductions in whole or in part are there is anything we can do to make this publication more valuable to you, please let prohibited except by written permission. Mail requests to “Permissions Editor,” c/o What Works in Enterprise Business Intelligence, 1201 us know. And please join me in thanking the companies that have shared their stories Monster Road SW, Ste. 250, Renton, WA 98057. The information in and successes, their technology insights, and the lessons they have learned. this magazine has not undergone any formal testing by 1105 Media, Inc., and is distributed without any warranty expressed or implied. Implementation or use of any information contained herein is the reader’s sole responsibility. While the information has been reviewed for accuracy, there is no guarantee that the same or similar results may be achieved in all environments. Technical inaccuracies may result from printing errors, new developments in the industry, and/or changes or enhancements to either hardware or software components. Printed in Denelle Hanlon the USA. Editorial Director, What Works in Enterprise Business Intelligence TDWI is a trademark of 1105 Media, Inc. Other product and company TDWI names mentioned herein may be trademarks and/or registered trade- marks of their respective companies. [email protected] Table of Contents Features 4 BI or Bust Study Highlights 2 The End of Enterprise Software: Best Practices for a Open Source Finds an Opening Tough Economy Wayne Eckerson, Director, TDWI Research James E. Powell The “faster, better, cheaper” mantra in today’s economy has led to an explosion 5 Text Analytics to the Rescue in open source BI tools. Stephen Swoyer Case Studies AnD LessonS from the Experts 21 The Swiss Colony Harnesses Web Data for BI 6 Enterprise Business Intelligence Defined 22 Streamlining Selection and Budgeting for BI Success D a s h b o a r D s , s c o r e c a r D s , a n D Visualization s oftware-as-a- s e r V i c e 7 BI on the Fly 2 3 Metro Atlanta YMCA Better Aligns Its Mission, Member Programs, and Marketing Activities with On-Demand 8 BI by Any Other Name Business Intelligence 24 Why On-Demand BI? e n t e r p r i s e b u s i n e s s i ntelligence 9 Enterprise BI Beyond the Enterprise: Customer-Facing TDWI Research: Best Practices Report Excerpt Business Intelligence 25 Analytical Tools for Business Analysts 11 Adopting an Enterprise BI Standard to Share Information on Students, Admissions, and Enrollment More Information 12 Fostering Departmental BI While Working Toward an Integrated Enterprise BI Environment 29 Best Practices Awards 13 Qualcomm Speeds Time to Business Answers 33 Solution Providers 14 Mobile BI Gets Interactive 38 About TDWI 15 Delivering Value of Half a Billion Dollars Annually 39 TDWI Partner Members 17 NetworkIP Dials Up Blazingly Fast Call Detail Analysis 18 Six Ways to Transform the Economics of Data Warehousing o p e n s o u r c e b usiness intelligence 19 Monolith Serves SaaS BI to the Quick-Serve Restaurant Industry 20 BI in the Cloud: Getting Started WHAT WORKS in enterprise business intelligence Volume 28 1 f e at u r e The End of Enterprise Software: Open Source Finds An Opening BY Wayne ECkerson Director, TDWI Research “The enterprise software market is breaking down,” proclaimed “Oracle recently reported it delivered 51 percent margins for the mark madsen at a recent meeting of TDWI’s Boston Chapter.1 quarter, yet I hear from countless senior executives that they can “And this opens the door for open source software.” no longer afford their current software maintenance contracts and are looking for options.” Gentile said these executives often Madsen said the business model for enterprise software vendors report that maintenance costs consume up to 80 percent of their has switched from selling licenses to selling maintenance and sup- IT budget. port. Maintenance fees now comprise 45 percent of revenues and a lion’s share of profitability. This is largely because the software As prices rise, IT executives are scrutinizing exactly what they are market has matured and consolidated, leaving customers hostage getting for their money. Many lament the “feature bloat” of enter- to a few big companies, Madsen said. prise software. “When I was a BI director,” said Madsen, “we used Eager to echo this theme, Brian Gentile, CEO of open source BI 1 Visit the TDWI Boston Chapter page and download slides from the event here: vendor Jaspersoft, said the software market is ripe for disruption: http://www.tdwi.org/education/Chapters/display.aspx?id=8304 2 WHAT WORKS in enterprise business intelligence Volume 28 f e at u r e Not all lookers are hooked, though. Open source isn’t for everyone. less than 40 percent of the features in our BI tools. And while open source product. “If Jaspersoft were to disappear tomorrow, our source products may not have all the bells and whistles, they pass code would live on for a very long time because there is a strong the ‘good enough’ test.” developer community that has contributed to the code and is invested in its future.” will interest translate into sales? Not surprisingly, interest in open source BI tools has skyrocketed leading adopters as the economy plummeted.