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Italian Financial Firm Unionfidi S.C. Deploys Pentaho for Enterprise Business Intelligence

Pentaho and Two Heads I.T. Deliver Balanced Scorecard Application Powered by World’s Most Popular Open Source BI Suite

Orlando, FL – Nov. 2, 2006 - Pentaho Corp., creator of the world’s most popular open source business intelligence (BI) suite, announced today that Italian commercial finance firm Unionfidi S.C. has deployed Pentaho’s Open BI Suite to deliver a balanced scorecard, reporting, and analysis application that provides vital information and decision support to multiple departments. Two Heads I.T., a Pentaho Certified Partner, led the implementation and drove the project from initial requirements to deployment in only eight weeks.

Unionfidi S.C. is one of Italy’s premier financial institutions, facilitating credit access to small- and medium-sized businesses. Established in 1975, Unionfidi S.C. is the most important Italian private collective guarantees consortium with over €930,000,000 of guarantees, and over 9,100 commercial customers.

“This application, built with the Pentaho Open BI Suite and called UFIntelligence, is deployed to Unionfidi S.C. employees in risk management, accounting, human resources, marketing, and other departments” said Davide De Ruvo, CIO at Unionfidi S.C.. “The centerpiece of this application is a balanced scorecard that provides key metrics from multiple business perspectives including financial, customer, business process, and learning and growth. Our users also have access to supporting reports and analytical views linked to the scorecard, and receive standard reports relevant to their roles via e-mail. Users in the Loans Department, for example, receive frequent, timely reports on customer loan deadlines.”

Pentaho technology drives the reporting, analysis, dashboards, and underlying services for report scheduling, customization, and JBoss Portal integration. In addition, Pentaho Data Integration is used to integrate information from disparate Unionfidi S.C. databases as well as the firm’s ERP system. Prior to this Pentaho deployment, it was difficult for business users to get an integrated, reliable view of information distributed across multiple databases and applications.

Two Heads I.T. took advantage of the openness and extensibility of Pentaho’s modular, standards-based architecture to tailor and extend the system to meet Unionfidi S.C.’s specific requirements. Pentaho Support worked with Two Heads and Unionfidi S.C. throughout the deployment to ensure their success.

“Pentaho provides a great solution for us,” said Davide De Ruvo , CIO at Unionfidi S.C.. “Pentaho addressed all of our technical and business requirements, was quick to deploy, and provided far better value than other alternatives.”

“This implementation uses a wide range of Pentaho’s BI capabilities, including reporting, analysis, dashboards, and data integration to deploy a data warehouse. This is a classic example of the benefits of our broad functionality and flexible architecture,” said Lance Walter, VP of Marketing at Pentaho. “It also demonstrates Pentaho’s ability to support highly sophisticated applications for large and demanding organizations.”

A case study with additional details on Unionfidi S.C.’s implementation of Pentaho is available at www.pentaho.com/products/demos.

About Two Heads

Two Heads I.T., a Pentaho Certified Partner, led the implementation. Founded in January 2005 as a consultancy specializing in implementation of open source technologies, Two Heads has built a business on successful implementations of popular open source projects like the Asterisk PBX, Bacula network backup, and Pentaho business intelligence.

About Pentaho

Pentaho provides a full spectrum of business intelligence (BI) capabilities including reporting, analysis, dashboards, data mining, data integration, and a BI platform that have made it the world’s most popular open source BI suite. Formed by a highly experienced team of industry veterans, Pentaho's mission is to bring innovative, high quality technology and professional support to the BI market. Pentaho uses a revolutionary approach to development, distribution and support made possible by a professional open source business model. Pentaho is the primary sponsor and owner of popular open source projects including JFreeReport, Kettle, Mondrian, and Weka. Pentaho's technologies support a wide range of business initiatives from sales and profitability analysis, customer analysis, HR reporting, Financial reporting, KPI dashboards, Supply Chain analytics, and operational reporting.

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Pentaho Corporation
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