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Enterprise View

The open-source movement has come of age, says Claudia Imhoff, president of Intelligent Solutions.

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Enterprise View

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Open-source software makes a big splash in the BI space.

Open-source solutions started out as shiny playthings for the academic technology crowd. They were fun, innovative and, most importantly, free. But no one considered using them in real-world corporate IT shops-my, how times have changed.

These days, open-source solutions are not merely being considered, they are being implemented by enterprises at increasing rates. And you can't open a technology magazine or attend a data warehousing conference without reading or hearing about open source.

The popularity of these technologies is rising for several reasons:

  • Shrinking IT departments. Companies of all sizes are trying to reduce IT staff wherever possible. IT departments are being asked to do more with fewer resources. They need all of the help and inexpensive technology they can get.
  • Declining budgets. IT spending is under severe scrutiny. While business intelligence (BI) remains the No. 1 initiative for most enterprises, CIOs struggle to find funding for BI technology. This makes free software quite attractive.
  • Dwindling tolerance for costly trial-and-error projects. Testing BI technologies or applications can be an effective way to determine what works and what doesn't, but it is traditionally expensive. To conduct a test, implementers had to buy the technology outright or purchase a limited-time license.

Open-source software

Computer software in which the source code and certain other rights are provided under a free software license or in the public domain. This permits individuals to use, change, improve and redistribute the software at no cost.

Enter the open-source movement. What started with developers who were fed up with proprietary software practices has grown into a full-fledged, sophisticated community with standards, codes of conduct, rules and formal procedures for what constitutes open-source products. The road to this end is not finished, and doubts, misconceptions and myths remain about whether open-source software (OSS) development is truly viable.

Negative perceptions

Apprehension regarding OSS poses a serious hurdle for many companies considering its adoption. Barriers include perceptions that:

  • Open-source licenses are somewhat viral in nature
  • OSS vendors don't provide formal support or training
  • The velocity of change is high and unstable
  • OSS lacks a long-term roadmap

However, not all OSS licenses are viral, especially when the technology is used in a standard BI application deployment mode. And most OSS companies make money from paid support, consulting, training, enhanced functionality and documentation. Also, many proprietary vendors do not disclose their exact plans either, leaving their customers guessing about the future of that software.

Many business models exist around OSS to provide a complete offering or product to help overcome these barriers. Offerings should include support, commercial licenses, professional services, training, certification, partner programs, references and use cases.

OSS benefits

Given recent cutbacks, the fact that OSS is free is perhaps the most compelling benefit. You don't need to justify significant up-front fees before you start a BI project. Instead, you download the software, begin building a prototype and demonstrate it to the business community, long before you have to pay a dime to a software company. It is a nice way to try before you buy. Of course, most OSS vendors have commercial open-source offerings as well. And while these do cost money, they typically cost less than products from proprietary vendors. Such offerings usually include more features, functions or extended professional services support.

4 models for deployment

When adopting open-source software (OSS) for business intelligence (BI), four models of deployment emerge:

1. Coexistence with traditional proprietary BI technologies. This approach can minimize a company's risk exposure with consolidated vendors. However, IT resources should first prove the fit of the technology and services with the internal environment.

2. Codeployment with traditional proprietary BI technologies. BI OSS vendors recognize the need for their technologies to leverage an enterprise's existing BI investments, so they provide interfaces that allow organizations to use what they have while reducing the total cost of ownership with BI OSS additions.

3. Replacement of traditional proprietary BI technologies. The need to upgrade BI capabilities, reduce overall costs and expand into new areas of the organization are common justifications for this model. Companies capitalize on some "disruptive" event-a software or hardware upgrade, licensing change, or movement from a departmental to an enterprise architecture-when the time is propitious to change technologies.

4. New installation of a BI solution. The ability to quickly and easily download software and get started-with no up-front cost-is compelling for small and mid-sized companies. For those implementing BI and data warehousing for the first time, open-source solutions, which have vendors standing behind them, are an excellent option.

-C.I.

OSS products for the full BI stack have also emerged in recent years. This expanding ecosystem signals the mainstreaming of open source in the BI market. This is good news for IT implementers because OSS vendors must work together to ensure interoperability and offer joint solutions to simplify deployment and operations.

Finally, the open-source community has grown to a significant size-and it is really active. A primary factor driving customer adoption has been a rebellion of sorts against vendor lock-in or the payment of software licenses. The combination of a lower cost of production with the freedom and flexibility prevalent in open-source deployments has been driving both adoption and production. The yin of BI software commoditization and the yang of customer demand for lowered costs of ownership have created a perfect opportunity for OSS and the open-source community. If you adopt OSS, it behooves you to become active in the open-source community.

Critical considerations

Before exploring an OSS BI solution, first examine your IT department's stance on open source. If IT resists its adoption, point out that open source is everywhere. If you use TiVo, Google, YouTube or even a cell phone, you have experience with open source. Many organizations use Linux, Apache or Firefox-all of which are open-source solutions.

Also address whether the current skills of the IT implementation team will transfer to an open-source offering. For example, if a programmer/analyst is experienced with similar software, the transition will be relatively straightforward. And while BI OSS vendors can provide training where needed, many of the skills used in traditional BI environments are easily transferable.

Take a look at innovative and cost-effective OSS solutions. Determine your organization's needs, its acceptance of open source, and the specific features and functions of such a comprehensive offering, and come to your own conclusions about its fit for your BI environment.


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