Technical Evaluation Criteria & Field Reports for CDI-MDM Solutions

Aaron ZornesFounder & Chief Research Officer

The CDI-MDM Institutewww.The-CDI-MDM-Institute.com a.k.a. www.tcdii.com

Technical Evaluation Criteria & Field Reports for CDI-MDM Solutions

© 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


“Top 10” CDI Evaluation Criteria

1. Data model2. Business services3. Identity management4. Data governance5. Architecture 6. Data management7. Infrastructure8. Analytics 9. Developer productivity10.Vendor integrity

Infrastructure fracas will escalate as mega app vendors rush to dominate business services/processes & data models as high ground


Competitive Field Reports**

D&B Integration Mgr

DataFlux

Data Foundations OneData

Hyperion DRM

i2 MDM

IBM WebSphere Customer Center

Initiate Systems

Kalido MDM

Oracle Customer Data Hub

Oracle Universal Customer Master

Purisma Data Hub

SAP NetWeaver MDM

Siperian MDM Hub

Teradata MDM

VisionWare

** Persisted customer data hubs with minimum 5 installs


Field Report: D&B Integration Manager

StrengthsOperational & Analytical MDM Hub-extensible registry stylePure CDI solutions – esp. mktg departments

Best-in-class matching for business ID – e.g. match engine with B2B emphasis

Reference-based matchingB2B hierarchy acceleratorHosting services available~$100M aggregate revenue within $1.7B DSP References – Cisco, EMC, Microsoft Live, Oracle, Sun Microsystems, …

WeaknessesActive hierarchy mgmtLack of strong SI channelLack of vertical strategy2nd tier CDI-MDM vendor alliances evolvingUnder invested in marketingStruggles to perform as S/W vendorPerformance / scaling


Field Report: DataFlux

WeaknessesHigh-end proof pointMinimal CDI-MDM referencesLack of SI channelsLack of BPM/workflow for “policy hubs”

StrengthsIntegrated DQMulti-entity data modelSOAModest data governanceSAS “deep pockets”SAS channelMidmarket references –American Heart Association, Aspect, Intrawest, StorageTek,


Field Report: Data Foundations OneData

StrengthsFull lifecycle with DG frameworkIntegrated customer, product & vendor master data Data model flexibilityFull SOAFocus on MDM & reference dataSophisticated hierarchy mgmt – relationship charts, rules mgmtPrice

WeaknessesPrimarily a tool kitLack of strong SI channelUnder invested in marketingLack of CDI references


Field Report: Hyperion DRM

StrengthsAnalytical MDMMature product (due to Razza acquisition)Hierarchy mgmt for reporting, performance mgmt, DW, …Robust business rules engine Intuitive change mgmt suitable for business usersStrength in financialsIntegration with HYSL corporate performance mgmt apps & othersHYSL sales force as channel

WeaknessesLack of CDI referencesM&A with ORCL & subsequent fallout with SAPLack of direction by ORCL in leveraging full potential of DRM


Field Report: i2 Master Data Management

StrengthsFull lifecycleIntegrated enterprise MDM – customer, product & vendor

Full SOA including reference workflowsRetail, mfg, PIM & vendor mgmt expertiseData model flexibilityFocus on MDM (10+ years & over 1K implementations experience in data models, data semantics & data mgmt)

WeaknessesLack of strong SI channelUnder investment in marketing = name recognition & market awareness issuesLack of CDI referencesTermination of separate S&M division for MDM


Field Report: IBM WebSphere Customer Center

WeaknessesData governance strategy maturingBPM/EAI strategy is maturing for process hubsRegistry strategy still maturing“Forced fit” with WebSphere family (Product Center, Information Server)

StrengthsMDM for analytical & operationalSOA architecture provides for hub swap-outIndustry model expertiseMomentum – AT&T, BankAmerica, Barclays, Canadian Tire, CommerzBank, CWI (Holland Workers Compensation), Irish Life, De Lage Laden/RABO, Mastercard, Norwich Union Life, Post Finance, …

High-end production sites –BCE, Citi, MetLife, …

IBM GBS channel + TCS & Wipro


Field Report: Initiate Systems Identity Hub

WeaknessesData governance strategy missing including high performance rules engine & process hub

Persistence strategy still ramping up

SI channel ramping up –ACN, BE, IBM

Lack of integrated DQ

StrengthsFast time-to-value

Real-time probabilistic match scalability

Public references –Countrywide, Intuit, Microsoft, UPMC, …

Healthcare, hospitality & retail pharmacy expertise

50% growth in customer base


Field Report:Kalido MDM

StrengthsAnalytical MDM reporting Customer, product, financial, supplier, employee, KPI, etc. References – BP, Nationwide, Labatt, Owens Corning, Shell, …

Process flows for complex data governanceFocus on MDM for analytics & corporate performance mgmtMDM methodology & workflow engineTime variance support for change mgmt

WeaknessesNot focused on operational MDMLack of strong SI channelUnder invested in marketingEnterprise DW positioning vs. early MDM proponentPerformance / scaling (resolved in MDM 8R3?)


Field Report: Oracle Customer Data Hub

WeaknessesHigh-end referencesFair-to-meek customer recognition capabilityBest fit is mid-market & B2B Lack of industry-specific data models

StrengthsStrong enterprise MDM visionMid-market references –BBC-TV, CIT Group, Co-Op, Etat De Geneve, GGB, Hanjin Shipping, Network Appliance , …

High-tech mfg expertiseTrading community architectureGlobal ID generation, mgmt & x-refIntegrated DQ & analyticsFuture integration with Oracle DB


Field Report: Oracle-Siebel Universal Customer Master

WeaknessesData governance strategy just evolving – at tactical data stewardship levelFusion MDM roadmap “under construction”for future integration of hubs, & also with appsIntelligent batch load scaling issues**

StrengthsStrong enterprise MDM visionFirst to mkt with process hub (Privacy Management Policy Hub)Momentum & expertise in telco & retail bankingHigh-end production sites –Endesa, Home Depot, UMB Bank, TFS, …

Integrated DQ & analyticsStrong SI channelFuture Oracle DB integration **Resolved by Oracle Data Integrator (a.k.a. Sunopsys)


Field Report: Purisma Data Hub

WeaknessesLack of strong SI channelScarce public references

StrengthsB2B, B2C, & B2B2C hierarchy management

Global ID capability

Appliance model

Data governance accelerator

Expected R&D & marketinginvestments by D&B

Potential to redefine market as every MDM implementation needs external trusted reference data source


Field Report: SAP NetWeaver Master Data Management

WeaknessesOperational MDM lacking

M/W only for transport Batch-like SAP XI required for data movement

“Customer” data type still maturing

No party-based data model ... “business partner” ≠customerMDM 5.5 sp4 data model does not support party conceptOnly simple 2 layer hierarchiesMatching works but no AUTOMERGE

StrengthsAnalytical MDM reporting

Quantity of MDM references – Adidas, Intel, Nortel, Whirlpool, …

Supply chain expertise

PIM focus – product

information management

Image management (catalog publishing)

SAP underpinnings for change mgmt


Field Report: Siperian MDM Hub

StrengthsField-tested multi-entity support– Products/Customers– B2B/B2C/B2B2C– Employee/Contractor/Clinical Protocol/Product

Multiple implementation architecturesFederated architecture + high-speed match & linkStrong partnership with Identity Systems Pharma & financial services expertise/momentum

WeaknessesEntity lifecycle mgmt –esp. data governanceSI & data service provider partnerships still maturingUnder invested in marketingPerceived as “pharma-centric”


Field Report: Teradata Master Data Management

StrengthsAnalytical + Operational MDM Full lifecycle & process flows for multi-entity support Proven data models with industry expertise – Banking, Insurance, Retail, Telco, Travel & Transportation

Consolidated platform for EDW & MDM as unified/single repository of enterprise master data = lower TCO Integrated risk management

WeaknessesOne year hiatus – post-i2 software acquisition & pre-IPO periodFormal CDI solution just coming onlineOperational data governance strategy evolvingMinimal references given it is a new solution


Field Report: VisionWare MultiVue Identification Server

StrengthsAnalytical + Operational MDMPeople, property & assets Public sector expertiseSophisticated, yet well-packaged core MDM functionality – e.g., DB partitioning, web services, BPM

Mid-market pricingMSFT software stack affinity MSFT as channel100+ installations

WeaknessesStrategy beyond public sector just beginningCurrently mid-market scalability – e.g., millions vs. 10s of millions of master records

Matching algorithms require onerous manual interventionOperational data governance strategy evolvingRegistry-orientation more than persisted data hub


Bottom Line

Acknowledge that 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 & consulting expertise

Apply data stewardship tools for business users for long-term data sustainability


How to Leverage the CDI-MDM Institute

Kick start the “MDM evaluation process”Attend public workshopBring workshop on-site

Fine tune in-process MDM strategiesDue diligence on reference checking & contract details

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Increase your knowledge & negotiatingstrengths via MDM Advisory Council Membership

Participate in monthly email surveys & receive updated industry scorecard Receive unlimited CDI, MDM, & data governance consultation via telephone

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Technical Evaluation Criteria & Field Reports for CDI-MDM Solutions

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