CDI-MDM SUMMIT – Spring 2007 “Mastering Master Data” · PDF fileCDI-MDM...
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© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM SUMMIT – Spring 2007“Mastering Master Data”
Pre-Conference Workshops & Tutorials • Sunday, March 25th
Conference & Exposition • Monday, March 26th – Tuesday, March 27th
Presented by: The CDI-MDM Institute, DM Review, & SourceMedia Events
50+ “Real World” Speakers.8 Tracks.
12+ Pre-Conference Workshops & Tutorials.40+ Leading Vendors.
ONE EVENT.
San Francisco Marriott
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Keynote Speakers
Chief Research OfficerThe CDI-MDM [email protected]
Aaron Zornes
EditorBI Review, DM [email protected]
Jim Ericson
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
#1 Conference for Data Integration Professionals
Over fifty “real world” sessionsWorkshops, tutorials, expert panels, case studies, best practice sessions & more
Eight virtual tracksCDI, MDM, data governance/data quality, data integration services, financial services, high tech manufacturing, CDI-MDM 101, CDI-MDM for the advanced practitioner
Over forty of the leading CDI-MDM vendorsFrom mega vendor to best-of-breed & start-ups
Hundreds of your peersIncluding CTOs, enterprise architects, & data stewards
Get plugged into the biggest CDI-MDM download & diversify your career portfolio
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
“Top 5” Reasons to Attend
Accelerate your time-to-ROI re: CDI & MDM
Perform due diligence on all major components of an enterprise master data solution
Leverage your training budget by coming up to speed on one of the hottest IT topics
Fill critically short-staffed CDI & MDM positions
Expand your IT professional network & increase your personal market value
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
What’s New for Spring 2007?
New tracks tailored to Introductory & Advanced levels – end-to-end coverage, no matter what your background
New vendor “cross-examination” panels – Data Governance, Master Reference Data, & Process Hubs – unscripted, unfiltered, & unbiased
“Embedded User Case Studies” – All keynotes & vendor sessions include user speakers
More networking opportunities – Birds-of-a-feather meeting grounds for all major vendor products & topics plus receptions, hospitality suites, & more
Exchange ideas, build connections, & get plugged In
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Eight Tracks
1. Customer data integration (CDI)
2. Master data management (MDM)
3. Data integration services
4. Data governance / data quality
5. Financial services
6. High technology manufacturing
7. “CDI-MDM 101”
8. “CDI-MDM Advanced Practitioner”
All the hot topics. Case studies. Expert panels. Best practices. Workshops. Tutorials.
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CUSTOMER DATA INTEGRATION Track
TRACK KEYNOTE: “A Methodology for Sustainable CDI & MDM Success”
EXPERT TESTIMONY: " Technical Evaluation Criteria for CDI & MDM”
EXPERT TESTIMONY: "CDI Evolution & Global Account Management"
CASE STUDY: "'Mastering' Customer Data in a Multi-ERP Landscape“
CASE STUDY: "Process Governance & Stewardship in a Services-Oriented Business“
BEST PRACTICES: "Organizing for Effective Customer Master Data Governance in a Global Enterprise“
BEST PRACTICES: "Integrating Operational Customer Data in RetailBanking" - Chris Maughan & Deb Largen//SunTrust Bank
CASE STUDIES: Honeywell; Microsoft; Motorola; SunTrust Bank
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MASTER DATA MANAGEMENT Track
TRACK KEYNOTE: “MDM: Choices Facing the CIO”
BEST PRACTICES: "MDM & CDI ROI & Justification“
BEST PRACTICES: "PIM Hub 2.0“
EXPERT TESTIMONY: "Optimizing Siebel CDI Match Accuracy"
EXPERTS PANEL: The Best of [master-data-management] Online Group Discussions
VENDOR CROSS-EXAMINATION: “CDI-MDM Futures"
CASE STUDIES: Clorox; Merrill Lynch; Palm, Inc.
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DATA INTEGRATION SERVICES Track
TRACK KEYNOTE: “Incorporating Existing Systems into an SOA”
EXPERTS PANEL: “Privacy & Compliance Issues for CDI-MDM“
CASE STUDY: "Get Your CDI-MDM Project Off to a Running Start"
VENDOR CROSS EXAMINATION: "Hierarchy Mgmt vs. Hierarchy-by-Anarchy“
EXPERT TESTIMONY: "Avoiding the CDI-MDM SI Money Pit"
CASE STUDY: "Using SOA to Build a CDI Ecosystem“
CASE STUDIES: Intuit, Wind River Systems
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
DATA GOVERNANCE / DATA QUALITY Track
TRACK KEYNOTE: "Charter Your CDI-MDM Implementation with Effective Data Management“EXPERT TESTIMONY: "Implementing Effective Data Governance & Data Stewardship Programs“EXPERTS PANEL: “Best Practices in Data Governance“CASE STUDY: "Data Governance & Compliance for Financial Services"
EXPERT TESTIMONY: “Business Data Appliances – CDI-MDM Integration with D&B“VENDOR CROSS-EXAMINATION: "How Much Data Governance Integration is Necessary“EXPERTS PANEL: “Best Practices in Master Reference Data"
CASE STUDIES: PAML, R.R. Donnelley, …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
FINANCIAL SERVICES Track
TRACK KEYNOTE: “MDM: Choices Facing the CIO”
EXPERTS PANEL: “Privacy & Compliance Issues for CDI-MDM“
EXPERT TESTIMONY: "CDI Evolution & Global Account Management“
EXPERT TESTIMONY: "Implementing Effective Data Governance & DataStewardship Programs“
CASE STUDY: "Data Governance & Compliance for Financial Services“
EXPERT TESTIMONY: “Business Data Appliances – CDI-MDM Integration with D&B“
CASE STUDY: "Process Governance & Stewardship in a Services-Oriented Business“
BEST PRACTICES: "Integrating Operational Customer Data in RetailBanking"
CASE STUDIES: Merrill Lynch, State Street Bank, SunTrust Bank, UMB, …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
HIGH TECHNOLOGY MANUFACTURING Track
TRACK KEYNOTE: “A Methodology for Sustainable CDI & MDM Success”CASE STUDY: "Get Your CDI-MDM Project Off to a Running Start" EXPERT TESTIMONY: "CDI Evolution & Global Account Management" CASE STUDY: "'Mastering' Customer Data in a Multi-ERP Landscape“VENDOR CROSS EXAMINATION: "Hierarchy Mgmt vs. Hierarchy-by-Anarchy" EXPERT TESTIMONY: "Optimizing Siebel CDI Match Accuracy" EXPERTS PANEL: “Best Practices in Master Reference Data"
CASE STUDIES: Intuit, Motorola, Microsoft, Palm, Wind River Systems, …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
“CDI-MDM 101” TrackPre-Conference “CDI-MDM Boot Camp”Pre-Conference “Building the Agile MDM Team" tutorial Pre-Conference "Master Reference Data Workshop"Pre-Conference "Human Dynamics in Data Governance" TutorialTRACK KEYNOTE: “MDM: Choices Facing the CIO”BEST PRACTICES: "MDM & CDI ROI & Justification“EXPERT TESTIMONY: "Avoiding the CDI-MDM SI Money Pit"EXPERTS PANEL: “Best Practices in Data Governance" EXPERT TESTIMONY: "CDI Evolution & Global Account Management" EXPERT TESTIMONY: "Implementing Effective Data Governance & Data Stewardship Programs"
“Mix & match” … Don’t Forget the Pre-Conference Workshops & Tutorials
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
“CDI-MDM Advanced Practitioner” Track
Pre-Conference "Data Profiling for Proactive Data Quality Improvement" Workshop
TRACK KEYNOTE: “Incorporating Existing Systems into an SOA”
VENDOR CROSS EXAMINATION: "Hierarchy Mgmt vs. Hierarchy-by-Anarchy"
EXPERTS PANEL: “Best Practices in Custom-Built/DIY CDI-MDM“
EXPERTS PANEL: “Best Practices in Master Reference Data"
VENDOR CROSS-EXAMINATION: “CDI-MDM Futures"
VENDOR CROSS-EXAMINATION: "Process Hubs"
“Mix & match” … Don’t Forget the Pre-Conference Workshops & Tutorials
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
PLATINUM Sponsors
Thought leadership, 45-minute keynotes
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GOLD Sponsors
60-minute information innovation sessions
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40+ Exhibitors
Visit with the leading CDI-MDM vendors – from mega vendor to best-of-breed & start-ups
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
2007 CDI-MDM SUMMITS
March 25 - 27San Francisco
April 30 - May 2London, UK
May 28 - 29 Sydney, AU
July 2007Tokyo
September 2007Madrid
November 14 - 16 New York City
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
March 1-2, 2006 in San Francisco – 500+ Attendees**SOLD OUT SIX WEEKS PRIOR**
CTOs, CIOs, Enterprise Architects, Data Architects, Directors/VPs of IT, Directors of COE …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
October 15-17, 2006 in NYC – 600+ Attendees**SOLD OUT FOUR WEEKS PRIOR**
CTOs, CIOs, Enterprise Architects, Data Architects, Directors/VPs of IT, Directors of COE …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM SUMMIT – SPRING 2007 Attendees (subset)
CTOs, CIOs, Enterprise Architects, Data Architects, Directors/VPs of IT, Directors of COE …
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
What’s Next After San Francisco?
Post-conference feedback surveyCall for Papers for November 2007 NYC SummitNear-term CDI-MDM SUMMITs
London | April 30 – May 2Sydney | May 28 – 29
All conference sessions available on line in 2-4 weeks2007-08 CDI-MDM Institute scorecard survey www.tcdii.com/takeoursurvey.html
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM SUMMIT – Spring 2007“Mastering Master Data”
Pre-Conference Workshops & Tutorials • Sunday, March 25th
Conference & Exposition • Monday, March 26th – Tuesday, March 27th
Presented by: The CDI-MDM Institute, DM Review, & SourceMedia Events
50+ “Real World” Speakers.8 Tracks.
12+ Pre-Conference Workshops & Tutorials.40+ Leading Vendors.
ONE EVENT.
San Francisco Marriott
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM Spring 2007 SummitSan Francisco Marriott
March 25 – 27, 2007
600+ attendees. 50+ speakers. 40+ vendors.ONE EVENT.
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
About the CDI-MDM Institute
Founded in 2004
Focused on CDI-MDM business drivers & technology challenges
CDI-MDM Advisory Council™of fifty G5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects
CDI-MDM Business Council™website access & email support to 2,500+ members
CDI-MDM Road Map & Milestones™ semi-annual strategic planning assumptions
CDI-MDM Alert™ bi-weekly newsletter
CDI-MDM Market Pulse™ monthly surveys
Budgets, success/failure rates, mindshare of 250+ major in-flight CDI-MDM projectsExamples: evaluation process for CDI SI, CDI ROI in Telco M&A, …
CDI-MDM Fast Track™One-day public & onsite workshop
Fee-based & rotating quarterly through major North American, European, & Asia-Pacific metro areas
Semi-annual CDI-MDM SUMMIT™
“Independent, Authoritative, & Relevant”
About Aaron ZornesMost quoted industry analyst authority on topics of CDI & MDM
Founder & Chief Research Officer of the CDI-MDM InstituteConference chairman for DM Review’s CDI-MDM SUMMIT conference series
Founded & ran META Group’s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM Institute Advisory Council
Advisor agrees to provide Institute’s consultants with advice & insight regarding the use of CDI-MDM software & related business processes at Advisor’s convenience Advisor agrees to participate in at least one fifteen (15) minute survey teleconference call every sixty (60) days Optionally, Advisor may respond to the bi-monthly survey request via email or Internet-based survey fulfillment Results of such market research surveys shall be aggregated by the Institute & made available to all Advisory Council members In no case, shall any Advisor-specific survey information be made available to other parties unless Advisor has specifically agreed to the release of such information in writing
Fifty organizations who receive unlimited CDI-MDM advice to key individuals, e.g. CTOs, CIOs, & CDI project leads
Representative Members• 3M
• Advnat
• Bell Canada
• Caterpillar
• Citizens Communications
• COUNTRY Financials
• Educational Testing Services
• GE Healthcare
• Honeywell
• Intuit
• MCI
• McKesson
• Medtronic
• Microsoft
• Motorola
• National Australia Bank
• Nationwide Insurance
• Novartis
• Roche Labs
• Scholastic
• Skura
• SunTrust
• Westpac
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
“The World Is Flat”
Data structures & business processes must be supremely flexible
Underlying IT infrastructure must enable new business models
Policies/process flows must integrate in ways previously problematic
EAI = enterprise application integrationETL = extract-transform-loadMDI = master data integrationSOA = service-oriented architecture
Value of Integration Exceeds Value of Build/Buy
Valu
e
Time
Value ofIntegrating Applications
Value ofBuilding
Applications
ETL EAI MDI
MonolithicApps
Client/ServerApps
SOA/Web Services
Global competition mandates a wide variety of new business styles
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Business Drivers 2007-08
Just-in-time 21st century business models mandate both agility & integration across enterprise to
Provide higher profitabilityReduce operations costs Increase accuracy of regulatory compliance
Emergence of “demand chains”mandates synergetic approach across both “party” & “product”master systems via common business servicesM&A as a business strategy
Agile Enterprise
Contemporary business strategies mandate flexible infrastructure – propelling CDI-MDM into “Top 10” initiative
Self-DirectedService
M&A“Ready”
RapidNPI
Integrated Risk
Mgmt
Co-opetition
“Demand”Chains
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Technical Challenges 2007-08
High RAS (reliability, availability, scalability) infrastructure Flexibility in mash-up of extreme data velocity & varietyInline analytical MDM processes supporting operational MDM Customer:product conundrumLack of standards – BPM, rules engines, metadataAdherence to evolving security & privacy requirementsLifecycle approach to data assets
Market is in flux with no dominant vendor or architecture; requirements vary by industry, scale & business complexity
Historical MDM Solutions
Synchronization
Enterprise Application Integration(EAI)
ExtractTransform
Load (ETL)
Replication
Aggregation
MasterCustomer
Files/DBs
MDM
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Working Definitions
Data Governance (DG) Data Governance (DG)
Customer Data Integration (CDI)
Customer Data Integration (CDI)
Processes & technologies for recognizing a customer & its relationships at any touch-
point while aggregating, managing & harmonizing
accurate, up-to-date knowledge about that
customer to deliver it ‘just in time’ in an actionable form to
touch-points.
Formal orchestration of people, process, & technology to enable an organization to leverage data as an enterprise asset.
Master Data Management (MDM)
Master Data Management (MDM)
The authoritative, reliable foundation for data used
across many applications & constituencies with the goal
to provide a single view of the truth no matter where it lies.
CDI is mandatory first step for most organizations on journey to MDM
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Working Sub-Definitions
For most G5000 enterprises, multiple (often all) variants will be needed to make MDM initiatives successful
Analytical MDM Analytical MDM Definition, creation, & analysis of
master data; examples: counterparty risk mgmt apps &
financial reporting consolidation
Collaborative MDM Collaborative MDM Definition, creation, &
synchronization of master reference data via workflow & check-in / check-out services;
examples: PIM data hubs & AML
Operational MDM Operational MDM
Definition, creation, & synchronization of master data
required for transactional systems & delivered via SOA; examples: near R/T customer
hubs & securities masters
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
‘Top 5’ Justifications for CDI-MDM Initiatives
1. Catalyzes market leadership & dominance
2. Provides increased ROI by “leveraging / rationalizing existing infrastructure”
3. Significantly increases shareholder value
4. Provides a disruptive technology for new business models
5. Enables compliance & regulatory reporting
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CDI-MDM Catalyzes Market Leadership & Dominance
Maximizes walletshare across product lines & BUsUpsell via sticky bundlesNew markets via cross sell to existing customer base
Increases understanding of large customers by grouping all buying orgs into B2B or B2C hierarchyEnables integrated customer analytics – i.e., profitability analysis, lifetime valueEnables “co-opetition” & electronic storefront models –e.g., B2B2C by integrating partner data with internal data Protects brand integrity by increasing customer satisfaction due to more focused marketing & service campaigns – e.g., “blended agent” capabilityActualizes “consistent customer treatment” by blending channels to deliver common customer experiences
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CDI-MDM Provides Increased ROI by “Leveraging Existing Infrastructure”
Enables integration of new & old channels – e.g., collections, fraud, contact centers with kiosk, ATM, IVR & online self-serviceMinimizes architectural complexity to simplify application solution design, deployment, & maintenance Reduces number of interfaces between applications & increasing reuse factor to save substantial integration costsImproves infrastructure flexibility and control to enhance overall system performance Accelerates ROI of enterprise CRM solutions Reduces overall project risk through increased flexibility & centrally managed architecture
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM Significantly Increases Shareholder Value
Drives costs of “dirty data” out of the info supply chainAccelerates revenue growth via more intelligent cross-sell & up-sell enabled by complete understanding of customer (profile, accounts & interactions) to leverage bundling opportunitiesFacilitates quick scales of economy in mergers & acquisitions (M&A) – e.g., shortening customer, desktop, & billing integration timeframes while providing scalability to support rapid assimilation of new block of customersMeasures, manages & grows “customer information” as a key corporate assetDrives fundamental operational savings & efficiencies –e.g., “once & done” enterprise-wide services for key customer processes such as account changes (name, address)
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
CDI-MDM Provides a Disruptive Technology for New Business Models
Enables self-directed customer experience for sales & serviceProvisions hyper-integrated 21st century supply chain – e.g., outsourced manufacturing, outsourced service (“he who owns master reference data, dominates supply chain”)
Automates customer transactions that flow across systemsEnables contingency planning for future technologies – e.g., biometrics, smartcards, etc.Provides much more than “just another customer interface”
21st century business application development platformService-oriented architecture – a.k.a, “first foray into SOA”Web servicesIntegrated analyticsNear real-time materialization
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CDI-MDM Enables Compliance & Regulatory Reporting
Centrally manages privacy preferences for consistent rules of visibility & entitlementsEnhances “evergreening” of customer data accuracy – e.g., continuous customer data improvement by providing self-directed customer care portals … which in turn help integrate customer info across BUsEnables regulatory reporting compliance – i.e., large customers’ material events (SOX, BASEL II)Facilitates compliance with AML, OFAC, USA PATRIOT, et al
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CDI-MDM Milestones
Market maturation
Market momentum
Market consolidation
Budgets/skills
Data governance
MDM convergence
Architecture & data models
Customer identification
Master data delivery
Analytics
Policy hubs
Enterprise search
Strategic planning assumptions to assist IT organizations & vendors in coping with flux & churn
of emerging CDI-MDM vendor landscape
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Market MaturationStrategic Planning Assumption
During 2007, the CDI-MDM market will continue to shift gears from “early adopter” to “mainstream” as 95%+ of financial services, communications services, high tech, & pharma/life sciences enterprises actively plan to replace homegrown CDI-MDM solutionsThrough 2008-09, verticalization/horizontalization of CDI-MDM solutions will expand beyond financial reporting, EMPI healthcare, etc. into financial services & government especiallyBy 2010, the market for MDM solutions (software & services) will exceed US$2B**
** Gartner Research projection
CDI-MDM MILESTONE
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Market MomentumStrategic Planning Assumption
During 2007-08, CDI-MDM solutions such as IBM, ORCL, SAP, & TDAT will monopolize majority market share in the G5000 enterprise; while mid-market solutions will arrive from MSFT, Nimaya, & ORCL plus Data Quality vendors (Pitney Bowes, SAS/DataFlux, Trillium)Through 2008-09, both mega & best-of-breed CDI-MDM vendors will aggrandize the traditional master customer DB business of Data Service Providers such as ACXM, DNB, & GUS/Experian as these vendors struggle to deliver on-premise CDI hub solutionsBy 2009-10, every major application & database vendor will provide either native or OEMed CDI-MDM capability – including DOX, MSFT, & CRM
CDI-MDM MILESTONE
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CDI-MDM Momentum
October 2005 – IDC’s W/W Market Forecast stated MDM market to grow to US$10.4 billion by 2009
March 2006 –CDI-MDM SUMMIT 2006 launched largest expo dedicated to CDI, MDM, & DG **sold out**
June 2006 – Gartner recognized importance of CDI with its second Magic Quadrant™ for CDI Hubs
October 2006 – Forrester releases second Wave™ report on CDI
October 2006 – Second CDI-MDM SUMMIT **sold out**
CDI-MDM is critical to proactively & consistently manage customer data to untangle quagmire of complex systems –
e.g., streamline processes, enhance QoS, & govern compliance
It’s All About “Relationships”
PanoramicCustomer
ViewCustomer-CentricView
Universal Customer
View
CDI
360 ºCustomer
View
Master CustomerInfo File
CustomerSystem
of Record
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Market Consolidation & DiversificationStrategic Planning Assumption
During 2007, mega IT vendors (IBM, ORCL, SAP) will continue M&A-driven R&D gyrations in moving to an enterprise MDM-centric portfolioBy 2008-09, IBM (ASCL/CRSW/DWL/LAS/SRD/Trigo/ Unicorn) & ORCL (iFlex/JDE/PSFT/RETK/SEBL/ Sunposis) will begin to overcome most of the same architectural/BPM/metadata/platform issues that confounded SAP earlier (SAP MDM/A2i xCat/Callixa)Through 2009-10, mega IT vendors (IBM, ORCL, SAP, & TDAT) will dominate the CDI-MDM market with niche/best-of-breed vendors (i2, Initiate Systems, Kalido, Purisma, Siperian) thriving in specific industries & horizontal/corporate applications
CDI-MDM MILESTONE
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CDI-MDM Genealogy
Pre-2001 2002 2003 2004 20062005
1st gen CDI solutions
arrive (IBM CIIS, Hogan CIF) Nascent EII
vendors arrive & flop
Data service providers (Acxiom, Experian) fail at software makeovers
into CDI2nd gen CDI vendors merge to form 3rd gen CDI solutions
(Initiate/Journee, Siperian/Delos)
Oracle, SAP, Siebel introduce
3rd gen/hybrid CDI
Mega vendors digest
acquisitions
App vendors launch EAI
infrastructure (SAP NetWeaver,
Siebel UAN)
ETL vendors add modest
CDI extension & avow CDI capabilities
Mega app vendors
roll out CDI (Oracle OCO,
SAP MDM, Siebel UCM)
CDI early adopters drive requirements
(Fin Svcs, High Tech Mfg,
Pharma, Telco)
‘EIM’ as yet
another TLA
3rd generation CDI solutions are based on service-oriented architecture (SOA) to hybridize aggregation, replication &
synchronization to provide enterprise-wide CDI infrastructure
‘Process Hubs’trounce
‘Data Hubs’; 4th gen
‘Full Spectrum’hubs support structured & unstructured
2007+
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Budgets & SkillsStrategic Planning Assumption
During 2007, typical G5000 size enterprise will budget/spend US$1M for CDI-MDM software, with an additional US$3-4M for SI services; Global Service Providers will operate under this price floor by applying highly-customized, labor-intensive frameworks & acceleratorsThroughout 2007-08, skill shortages will greatly inflame project costs as demand for data stewards, enterprise data architects, & other individuals with strong affinity for data governance will outstrip the market for experienced individuals; concurrently, Systems Integrators will fill the void in their classic style by baiting & switching senior veterans for junior rookiesBy 2008-09, the market will have stabilized as enterprises react by training & protecting their own CDI-MDM staff with specific software product & project expertise
CDI-MDM MILESTONE
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Career TracksStrategic Planning Assumption
Scarcity of “hands on” CDI-MDM experience exists
By 1H2007, 1,500+ product-specific consultants albeit with little “real world” experience with mainstay CDI-MDM solutions
Current shortage lends itself to same scenario 5-10 years ago with SAP’s ABAP 4GL – i.e., inflated prices & resumes with many junior SI staff spinning up to speed at client’s expense (a.k.a. “Androids”)
Market for expertise will create major demand for corporate CDI-MDM positions during next 3-5 years
Data Steward,Enterprise
Data Architect,Enterprise Data
Modeler,Ctrs of Excellence,
CDI-MDMProgrammers
Product-Neutral
Product-Specific Off-Shore
On-Site
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Data GovernanceStrategic Planning Assumption
During 2007, enterprise-level data governance will be mandated as a core deliverable of large-scale CDI-MDM projects delivered via RFPsThrough 2007-08, major systems integrators & CDI-MDM boutiques will focus on productizing their data governance frameworks while most CDI-MDM solution providers will struggle to link business process design with process hub architectureBy 2008-09, both corporate & LOB data stewards will be a common position as Global 5000 enterprises formalize this function amidst increasing de facto & de jeure recognition of information as a corporate asset
CDI-MDM MILESTONE
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Data Governance Juggernaut
Data Customer MasterWarehouse Data Integration Data Management
(Batch) (On-Line) (Just-in-Time)
Data Data GovernanceGovernance
Must BecomeMust Become““De FactoDe Facto””
Data Data GovernanceGovernanceWill BecomeWill Become
““De JureDe Jure””
Data Data GovernanceGovernanceBecomingBecoming
““De RigueurDe Rigueur””
Enterprise risk management is emerging as a major issue within most financial institutions & is VERY data-centric
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Data Governance Maturity Level
Overall, FSPs are leading the way for non-FSPs
BASIC (“anarchy”) – App-centric approach; meets business needs only on project-specific basisFOUNDATIONAL (“IT monarchy”) – Policy-driven standardization on technology & methods; common usage of tools & procedures across projectsADVANCED (“business monarchy”) – Rationalized data with data & metadata actively shared in production across sourcesDISTINCTIVE (“Federalist”) – SOA (modular components), integrated view of compliance requirements, formalized organization with defined roles & responsibilities, clearly defined metrics, iterative learning cycle
0%
10%
20%
30%
40%
50%
Basic Foundational Advanced Distinctive
FSP
Non-FSP
Source: February 2006 CDI Institute survey of 50 Global 5000 IT organizations
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
MDM ConvergenceStrategic Planning Assumption
During 2007, customer & product data interdependencies will quickly broaden CDI-MDM requirements – i.e., from “customer” to “product” to “vendor”; concurrently, vendor dogma will promote nouveau approaches such as Collaborative MDM to assuage the multi-hub conundrumThrough 2007-08, select best-of-breed vendors (Kalido, Purisma, Siperian, Stratature) will provide multi-hub (entity, architecture & brand) connectivity via hierarchy management extensionsBy 2008-09, enterprises without an overall, long-term MDM strategy run the ironic risk of building “MDM silos”
CDI-MDM MILESTONE
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CUSTOMER:PRODUCT Conundrum
Different master entity types may require different MDM brands, use-case architectures
Product data shared across supply chainEmployee data captive within HR appsCustomer data never leaves home (outside the firewalls)Catalog & NPI data shared with partners
Customer policy/process hubs ultimately require pricing masters, product masters, supplier masters, & so on …
PricingAuthorized Products
BundlesCross-Reference
HierarchiesGeographical Variants
Regional Variants
CUSTOMER
PRODUCT
SOA mandates “Customer” + “Product” MDM – however, “customer” cannot simply be added as object to PIM products
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Architecture & Data ModelsStrategic Planning Assumption
During 2007, market will further evolve as vendors specialize at Analytical MDM & Operational MDMDuring 2008-09, mega vendors (IBM, ORCL, SAP, TDAT) will continue to focus significant R&D & mktg resources on “industry content” of data models which will force specialist vendors to stay “data model lite” via focus on B2B/B2B2C hierarchy mgmt & distributed CDI-MDMNot until 2009-10, will mega CDI-MDM vendors have rewired foundational software to fully support strategic application infrastructure (Oracle Fusion, SAP NetWeaver, et al) & have completed transitioning from client/server to SOA; concurrently, G5000 business requirements will drive vendors into 4th generation, full spectrum hubs that support both structured & unstructured information
CDI-MDM MILESTONE
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Most Common CDI Topologies
Composite/Hybrid is majority architectural preference; Registry/Virtual 2nd choice
IMPLEMENTATION STYLE DESCRIPTION
External (Svc Provider) • Database marketing providers• Data service providers • Service bureaus
Persistent (Database) • Master customer information file/database• Operational data store/active data warehouse• Relational DBMS + Extract-Transform-Load
(ETL) + Data Quality (DQ)
Registry (Virtual) • Metadata layer + distributed query (enterprise information integration or EII)
• Enterprise application integration (EAI)• Portal
Composite (Hybrid) • Ability to fine-tune performance & availability by altering amount of master data persisted
• XML, web services, service-oriented architecture (SOA)
“Chernobyl” • Encapsulate legacy applications
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Customer IdentificationStrategic Planning Assumption
During 2007, independent DQ vendors focus on name & address cleansing as their forte as they struggle to compete against better funded match/merge & data profiling capabilities increasingly integrated with mega vendor CDI-MDM solutionsBy 2008, sophisticated hierarchy mgmt capabilities will include “global IDs” as mainstay feature for all CDI-MDM vendors to link both legacy & newly-built hubs with Data Service Providers’ enrichment data; concurrently, support for metadata repositories to link mega vendors’ multitude of acquisitions will continue to significantly lagThrough 2009-10, high-speed probabilistic matching algorithms will dominate over deterministic models despite hybrid solutions providing the best results
CDI-MDM MILESTONE
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Why Organizational Hierarchy Management ?
Based on recognition of need to Grow beyond mature North American & Western European market Support global customer service
G5000 businesses are now recognizing opportunity to take more strategic view of “global account management”
Market demand for “customer hierarchy management” –esp. B2B – capability to augment mega vendor’s data hub strategies (IBM, ORCL, SAP) will explode during 2007-08
CDI-MDM solutions which incorporate such capabilities will be key factor in successful deployment of globally-enabled solutions
3rd party hierarchy data inadequate (or non-existent for certain geos) – e.g., Equifax/Austin-Tetra, D&B, China,…
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Organizational Hierarchy Management
Key features Ability to model complex relationships – legal, organizational & cultural Ability to handle overlapping hierarchies – multi-party modelVisual hierarchy management toolIntegration with data governance processes
Short listInitiate Systems; Hyperion; IBM; Oracle-Siebel; Purisma; Siperian; Stratature
Use casesGlobal account managementRisk managementBasel II, USA Patriot, AML complianceM&A
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Master Data DeliveryStrategic Planning Assumption
During 2007, EAI/EII/ETL vendors will scurry to either add persistence to products or align with CDI-MDM vendors as a complimentary role by enabling hubs to interweave data from multiple diverse master sources with persisted master data Through 2007-08, systems performance will remain problematic as enterprises hedge between virtual, persisted & composite/hybrid hubs; applying point solutions such as EII middleware will help adjudicate both performance & political stalematesThrough 2008, these M/W vendors will thrive (& be acquired) by providing increased throughput & additional repurposing/publishing capabilities to classical CDI-MDM solutions; by 2009, these vendors will be fully assimilated
CDI-MDM MILESTONE
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AnalyticsStrategic Planning Assumption
During 2007, the convergence of CDI-MDM & business intelligence (BI) will accelerate as enterprises leverage CDI-MDM concepts in a BI contextThrough 2008-09, ongoing evolution of Analytical MDM & Operational MDM will increasingly benefit enterprises by blending such transactional hubs with master reference data repository By 2010, inline & real-time analytics derived from MDM-enabled aggregation of both transactional & historical data will have become the major source of sustainable competitive differentiation for Global 5000 enterprises
CDI-MDM MILESTONE
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Policy HubsStrategic Planning Assumption
During 2006-07, CDI-MDM vendors will lag their BPM counterparts in providing workflow orchestration to synchronize the trusted sources that comprise a federated master data storeThrough 2007-08, the mega CDI-MDM vendors (IBM, ORCL, SAP) will struggle to provide BPEL-compatible workflows while specialist CDI-MDM solutions rush distributed Collaborative MDM capabilities to marketBy 2009-10, without such flexible workflows, organizations will merely rebuild the same master data files they evolved the past 15-20 years with their ERP & CRM infrastructures
CDI-MDM MILESTONE
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Data Governance EnablesBusiness Process Mgmt -> Policy Hubs
PrivacyPrivacyPreferencesPreferences
PricingPricingBundlesBundles
CompatibilityCompatibility
LegacyLegacy
Shipping Shipping ApprovalsApprovals
EligibilityEligibility
Upgrade/Upgrade/DowngradeDowngrade
Next Next Best Best OfferOffer
DiscountDiscountPoliciesPolicies
Process /Process /Policy Policy HubHub
Methodology is needed to bind process steps, skills & software to produce Data Governance deliverables
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Enterprise SearchStrategic Planning Assumption
Through 2007, the unique properties & behavior of master reference data will spawn a series of vertical applications & specialized features within CDI-MDM solutionsDuring 2008-09, semantically-enabled metadata will enable “search” for both structured & unstructured info across a variety of applications such as catalog management & deep web search, & enterprise searchBy 2009-10, enterprise semantics & SOA-enabled data services will provide the technology foundation for policy hubs; concurrently, the 4th generation of hubs will innately support Analytical, Operational, & Collaborative & MDM business services
CDI-MDM MILESTONE
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Solidifying Requirements for 3rd Generation CDI-MDM Solutions
Multi-entity hub capabilities SOA/shared services architecture with evolution to “process hubs”Sophisticated hierarchy management High-performance identity managementData governance-ready framework
MASTER DATA
SEARCH
MASTER DATA
MODELING
MASTERDATA
APPLICATIONS
CDI-MDMMASTER
DATA PREPAR-
ATION
MASTERDATA
GOVERNANCE
MASTERDATA
MOVEMENT
Global 5000 enterprises’ “multi-hub” scenarios mandate architectural/infrastructure approach to CDI-MDM
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
Bottom Line Planning Assumptions
Acknowledge no single vendor “does it all well”Analytical vs. Operational vs. Collaborative MDMB2B vs. B2C vs. B2B2CBatch vs. real-time
Recognize that industry expertise matters Test drive matching & scalability performanceInvest in data governance & CDI-MDM architecture for long-term sustainability & ROI
CDI-MDM is critical to proactively & consistently manage customer data to untangle quagmire of complex systems –
e.g., streamline processes, enhance QoS, & govern compliance
© 2007 The CDI-MDM Institute The-CDI-MDM-Institute.com
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