Professional Open Source

Pentaho Introduction World’s most popular enterprise open source BI Suite 2 million lifetime downloads, averaging 100K / month Founded in 2004: Pioneer in professional open source BI Management - proven BI and open source veterans from Business Objects, Cognos, Hyperion, JBoss, Oracle, Red Hat, SAS Board of Directors – deep expertise and proven success in open source Larry Augustin - founder, VA Software, helped coin the phrase “open source” New Enterprise Associates – investors in SugarCRM, Xensource, others Index Ventures – investors in MySQL, Zend, others Widely recognized as the leader in open source BI

World’s most popular enterprise open source BI Suite

2 million lifetime downloads, averaging 100K / month

Founded in 2004: Pioneer in professional open source BI

Management - proven BI and open source veterans

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

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

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

New Enterprise Associates – investors in SugarCRM, Xensource, others

Index Ventures – investors in MySQL, Zend, others

Widely recognized as the leader in open source BI

Why Pentaho? Complete Business Intelligence Suite Complete end-to-end coverage of all BI needs Standards-based, modular, embeddable platform Open Source Upgrade Path Open Source Licensing Software code is free Enterprise Development Methodology Transparent, detailed roadmap Product roadmap and contributions managed by Pentaho Core developers are Pentaho employees Extensive QA Enterprise Support Methodology Delivered via Subscription Service – 9 X 5 or 24 X 7 20% of Core Developers time allocated to delivering Services and Support

Complete Business Intelligence Suite

Complete end-to-end coverage of all BI needs

Standards-based, modular, embeddable platform

Open Source Upgrade Path

Open Source Licensing

Software code is free

Enterprise Development Methodology

Transparent, detailed roadmap

Product roadmap and contributions managed by Pentaho

Core developers are Pentaho employees

Extensive QA

Enterprise Support Methodology

Delivered via Subscription Service – 9 X 5 or 24 X 7

20% of Core Developers time allocated to delivering Services and Support

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 software license fees Minimal expenses Distributed QA & feedback loop through OS community Low cost Internet-based distribution Transparency Accountability Traditional, Proprietary Model* * Spending by function as a percentage of revenues Pentaho Professional OS Model*

Traditional Software Company Attributes

Professional Methodology

Product Mgt, Development, Support

Revenue from services

Support, Training, Consulting

Non-Traditional Attributes

No software license fees

Minimal expenses

Distributed QA & feedback loop through OS community

Low cost Internet-based distribution

Transparency

Accountability

Professional 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

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

Rapid Market Uptake of Open Source BI Ventana Research Survey of Open Source BI Usage, May 2006 (n=320) NOTE: Every respondent indicated that they were already using proprietary BI somewhere in their organization

Pentaho Capabilities

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

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

Clear Leadership in Open Source BI “ 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.” June 2006 Leadership Team Community “ Overall, the Pentaho platform exhibits the breadth of well designed features and stability expected of a market leader…. The Pentaho Business Intelligence (BI) suite has already established Pentaho as the leader of the open source BI space, ahead of Actuate and JasperSoft.” October 2006 Product BI Suite Market Share* * Based on public download information for July-Dec 2006

Pentaho Customers “ Pentaho addresses our reporting and data integration needs, provides tremendous flexibility, and offered far better value than proprietary alternatives. Pentaho was also an attractive partner because of the quality of their team, and the size and activity of the Pentaho community.” “ The competition is intense in the airline industry and Frontier is committed to staying ahead of the curve by leveraging technology that will help us offer the best prices and the best flight experience…. [the application] fits right in with our philosophy of providing world-class performance at a low price .”

Pentaho at Orbitz Orbitz, Global Travel Services Company Key Challenges Self-service reporting for extranet application serving travel agents Pentaho Solution Pentaho Subscription (Reporting) Running on JBoss with a MySQL database 2,500 users Results Integrated, self-service reporting Application selected as 2006 abc Innovation Award winner 4-year, $1.5M TCO savings Why Pentaho Cost of ownership Embeddability within custom web-based applications (security, user interface, etc.)

Orbitz, Global Travel Services Company

Key Challenges

Self-service reporting for extranet application serving travel agents

Pentaho Solution

Pentaho Subscription (Reporting)

Running on JBoss with a MySQL database

2,500 users

Results

Integrated, self-service reporting

Application selected as 2006 abc Innovation Award winner

4-year, $1.5M TCO savings

Why Pentaho

Cost of ownership

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

Global Partner Network System Integrators Pentaho Certified System Integrators Certified Consultants ISV/OEMs Pentaho Certified Solution Partners Pentaho Certified Technology Partners Training and Resell Partners Pentaho Authorized Service Partners Technology Partners

System Integrators

Pentaho Certified System Integrators

Certified Consultants

ISV/OEMs

Pentaho Certified Solution Partners

Pentaho Certified Technology Partners

Training and Resell Partners

Pentaho Authorized Service Partners

Technology Partners

Pentaho Subscription

Professional Technical Support Technical Support from the EXPERTS Production Support Developer Assist QA Test Support Online Advanced Documentation Relationship based entirely on customer satisfaction with support 2 business hours (Severity 1 or 2) 9am-5pm Eastern Mon-Fri Gold 2 hours (Severity 1 or 2) Guaranteed Response Times 24 x 7 x 365 Support Times Platinum

Technical Support from the EXPERTS

Production Support

Developer Assist

QA Test Support

Online Advanced Documentation

Relationship based entirely on customer satisfaction with support

Pentaho Subscription Support: Addressing the Deployment Lifecycle Support Calls Time / Deployment Stage Development Integration Customization Content Test / QA Performance Reliability Stabilization Production Break / Fix New content Incremental requirements Upgrades

Development

Integration

Customization

Content

Test / QA

Performance

Reliability

Stabilization

Production

Break / Fix

New content

Incremental requirements

Pentaho Subscription

Certified Pentaho Software Production builds Faster performance Compiled without debugging code Troubleshooting builds Compiled to produce extensive error information Accelerates detection and resolution of issues Stabilized versions with cumulative bug fixes Certified Virus-free Upgrades available without “enablement fees” or other manufactured upgrade charges Known, predictable future costs

Production builds

Faster performance

Compiled without debugging code

Troubleshooting builds

Compiled to produce extensive error information

Accelerates detection and resolution of issues

Stabilized versions with cumulative bug fixes

Certified Virus-free

Upgrades available without “enablement fees” or other manufactured upgrade charges

Known, predictable future costs

Pentaho Subscription

Management Services Additional deployment and management capabilities to accelerate deployment and lower TCO Audit Reports View user and system activity including most active users, most popular reports, etc. Advanced security User and role-based security Clustering Easily deploy into clustered environments Relational runtime repository Maximum reliability in high-concurrency environments Versioning and Lifecycle Management Manage Dev - > Test - > Production

Additional deployment and management capabilities to accelerate deployment and lower TCO

Audit Reports

View user and system activity including most active users, most popular reports, etc.

Advanced security

User and role-based security

Clustering

Easily deploy into clustered environments

Relational runtime repository

Maximum reliability in high-concurrency environments

Versioning and Lifecycle Management

Manage Dev - > Test - > Production

Pentaho Subscription

Intellectual Property Indemnification Commercial license and legal protection Eliminate risks associated with open source software Usage Customization Modification

Commercial license and legal protection

Eliminate risks associated with open source software

Usage

Customization

Modification

Pentaho Training Services Current Course Offerings Introduction to Design Studio and the Pentaho BI Platform (1 day) Operational Reporting Using the Pentaho BI Platform (2 days) Building Analytic Solutions with Pentaho - Analysis and ETL (4 days) Public Training Regularly scheduled in North America and Europe Periodically scheduled in Asia Pacific region Onsite Training Cost effective for larger development teams Reduce travel and disruption Subscribers purchase with Pentaho Credits

Current Course Offerings

Introduction to Design Studio and the Pentaho BI Platform (1 day)

Operational Reporting Using the Pentaho BI Platform (2 days)

Building Analytic Solutions with Pentaho - Analysis and ETL (4 days)

Public Training

Regularly scheduled in North America and Europe

Periodically scheduled in Asia Pacific region

Onsite Training

Cost effective for larger development teams

Reduce travel and disruption

Subscribers purchase with Pentaho Credits

Pentaho Consulting Services Pentaho consultants have unique direct access to Pentaho Core Development Team Not a Systems Integrator Global network of Pentaho Certified Systems Integration partners available We provide “swat team” led services such as: Design review Alignment with best practices Advanced customization Typical engagement – 5 – 7 days Subscribers purchase with Pentaho Credits

Pentaho consultants have unique direct access to Pentaho Core Development Team

Not a Systems Integrator

Global network of Pentaho Certified Systems Integration partners available

We provide “swat team” led services such as:

Design review

Alignment with best practices

Advanced customization

Typical engagement – 5 – 7 days

Subscribers purchase with Pentaho Credits

Why Pentaho? Best Products Complete coverage of end-to-end BI needs Unmatched quality, widespread community and enterprise adoption Modern, standards-based, componentized architecture Management Services 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 support at a fraction of proprietary vendors Best Relationship Complete transparency Relationship based 100% on quality of customer support

Best Products

Complete coverage of end-to-end BI needs

Unmatched quality, widespread community and enterprise adoption

Modern, standards-based, componentized architecture

Management Services

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 support at a fraction of proprietary vendors

Best Relationship

Complete transparency

Relationship based 100% on quality of

customer support

Professional Open Source