FactSet Workstation vs. Pentaho

FactSet works for all my IR needs. I do not see a function for which I use it for that it would be less appropriate. I believe that the tool's efforts towards becoming more integrated with AI are strong and that in time the Mercury offering will be just as competitive as some of the other AI offerings out there today such as AlphaSense

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Pentaho is very well suited to perform data extraction & data mining from various cloud storage & transform that data using various available data models. However, the software struggles when it comes to visualizing the extracted data in an appealing manner & can be difficult for end-users to get an understanding of data tables created using those models.

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• Easy/clear UI for navigation
• Easily find and sort through financial filings to get to the data
• Document search functionality seems to be improving consistently with more robust features

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• Integrate and synchronize with big data easily
• Import data from any sources and different databases
• Managing data in on-premise, hybrid and cloud environments.
• Compatibility and flexibility of the platform with any type of scenario and any business or industry
• Various tools in the software suite to transformation of data
• Simple interface appearance and creative UI graphics

• The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
• transcript to be more timely and more accurate
• on the consensus financial forecast tab, have more segment breakouts like Visible Alpha

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• I think the relative obscurity of the tool is a downside, not as many developers, consultants or peers you can tap into.
• Lack of a solid user community held us back, looking at Power BI and Qlik, they have huge user communities that help each other out. Would have liked that here.
• Smaller company means smaller sales force, and the lack of a local presence made it hard to only interact online with the account rep. Other companies have someone local who often stops by with pre-sales developers to just pitch in free of charge when they have time.

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We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does

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I will use Pentaho until I find a better tool with a better, easier to use report designer client. For now, Pentaho has been the most powerful reporting tool for our clients because of its ability to connect to Odoo, integrate in Odoo (reports are accessible in Odoo) and the flexibility in report design and parameter integration

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It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform

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The Pentaho tools are designed so you can start playing around on your own. Of course, you will need guidance at some point, but the training teams are good at guiding new users, and the online documentation is usually pretty up-to-date.

Some of the tools, such as the Pentaho Data Integration tool and the Pentaho Server, are pretty self-explanatory. The other tools maybe are not so quickly and obvious to use, but again, with some documentation and some customer support, you can find your way around them.

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I think the data delivery could be improved, but it's a good data set.

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They were responsive to our questions when we raised issues. They gave us workarounds when required. They were quite knowledgeable when it came to issue analysis and providing fixes. They were forthright in informing us if a bug was not due for release soon.

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Course Taken: DI1000 Pentaho Data Integration Fundamentals Setup A week before your class started, the instructor will start sending out class material and lab setup instructions. This is helpful so that you understand how the environment is laid out and can start reviewing the content. Ultimately it saved about a 1/2 day trying to setup with 10 other people online which was great! The Course The 3-day course was laid out like many other technical classes with 15-30 minutes instruction and 15-60 minutes of lab exercises. The instructor was very knowledgeable with the functionality from version to version and answered questions as we went along. I was amazed at some of the functionality that was available that I was not using at the time and quickly implemented changes to many existing transformations and jobs. The novice users seemed to catch on quickly and more experienced users explained how some of the functionality was used in their home environments. Towards the end there was enough time so that we were able to ask very directed questions about our own environments. Overall, I really found the class to be informative and deliver enough information to be dangerous. My skills improved and I was able to design better and efficient transformations for the HIE. Course Description: https://training.pentaho.com/instructor-led-training/pentaho-data-integration-fundamentals-di1000

Get the right people in before starting implementation. Start small and build as you go approach is time consuming and involves lot of rework. Evangalize within the organization the capabilities and limitations equally so that correct delivery expectations are set. Set expectations with the Customer that the tool cannot replace proprietary software in terms of stability/usability and that timelines could change given the new ness of the product.

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Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.

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Since the Pentaho platform offers a range of broad functionality across data preparation and advanced analytics, it also can be easily integrated to support many data sources and machine-learning frameworks. Based on that fact, we selected Pentaho to be used in our internal department. It also supports many of our BI use cases as required by company management or the business user. Last but not least, the Pentaho license is cheaper than their competitor.

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• hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
• However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.

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• Pentaho has improved our overall business process.
• Pentaho has helped the Managers and Directors to analyze the numbers going up and down from time to time.
• We have a started a big project using Pentaho that is going to include all the business processes in the organization.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info