Site/Location Hubs - A Hot Trend In Master Data Management (MDM)

MDM – Site/Location Hubs – A Hot trend in Master
Data Management
Version 1.0
Mani Kumar Manda
Rhapsody Technologies, Inc.

MDM the Americas Summit 2009
San Francisco, California
August 24-26, 2009

©2009 Rhapsody Technologies, Inc., All rights reserved. 1
Bringing People, Processes and Technologies together

Learning Objectives
• As a result of this presentation, you will
be able to learn:
What is Site/Location Hub?
Who needs Site/Location Hub?
Key capabilities
The Location “Dilemma”
Use Cases
The Market Place
Vendors and Solutions
Parting “Thoughts”


Speaker’s Qualifications
For over fifteen years, Mr. Manda had been helping in
implementing technology solutions for clients in many
industries
Mani Kumar Manda is the President and Founder of
Rhapsody Technologies, Inc., a consulting firm with
specialization in implementing Master Data Management
solutions
Mr. Manda is an active and frequent speaker of topics
associated with Master Data Management (Customer,
Product, Site, Supplier, Account, etc., domains)
Mr. Manda is also the founder and chair for Customer Data
Management SIG


About Rhapsody
■ Founded in 1998
■ A niche firm in implementing Master Data Management solutions
■ Offers Customer Data Quality Assessment Services
■ Offers MDM Auditing/Evaluation Services
■ Offers Onsite Seminars that include Customer Data Management,
Customer Data Hub, TCA, Implementation strategies, Customer Data
Modeling, etc.
■ Provides half day and one day CDI awareness sessions for C level executives,
functional/departmental heads.
■ Provides a week long training on ‘Functional fundamentals of Customer Data
Management’ covering topics such as challenges of customer data management,
best practices, tasks that need to be considered, TCA and the features of the
Oracle Customer Data Hub product.


About Rhapsody
Partial list of our Customers
ADP DoubleClick Motorola

Haworth Hologic KCI

Office Depot Overland Storage Hologic

Partial list of Industries
Retail Advertising Manufacturing

High-Tech Healthcare Services

Some of Our Partners
Oracle Dun & Bradstreet

Trillium Deloitte Consulting

Hub Solution Designs Transitions II


What is a Site/Location Hub?


Site/Location Hub
is an MDM solution for mastering site/location data in an
enterprise to facilitate the management of enterprise wide
(single) view of locations and associated information with
key MDM features such as Data Quality, Extensibility, etc.,
built in.


Who needs Site Hub?


Attributes, More Attributes and Lots of Attributes

Any business in any industry that need to
keep track of lots and lots of attributes
of some thing (e.g., building, equipment,
store, asset, property, etc.) that is tied to
a location, which is cleansed and de-
duped and facilitates the
operationalization of such information
for analysis and effective decision
making.

Who needs Site Hub?
Customers in following industries • Public Sector
• Utilities – Federal, State, and Local
– Equipment – Capabilities, – Postal Services
Maintenance Schedule, … – Transportation
– Properties – Size, Leasing, • Financial – Banking
Demographics, …
• Transportation
• Retail
• Telecom
– Stores – Size, Leasing,
Demographics, … • Healthcare
– Properties – Size, Leasing, • Equipment Rental
Demographics, Projects, …
• Etc
• Real Estate
– Asset – Size, Leasing,
Demographics, Projects …


Key Capabilities of a Site/Location
mastering solution


Key Capabilities of Site/Location Hub
• Site Mastering • Site Association
– Site Data Quality – Customers
• Duplicate resolution, Address – Products
Cleansing, …
– Suppliers
– Site Hierarchies and rollups
– Assets
– Site Attributes
– Properties
– Site Grouping
• Trade Areas, Clustering, Campuses,
– Leases
etc. – Contracts
• Site Life Cycle Management – Etc.
– Site Selection • Site Analytics
– Lease Administration – What if Scenarios
– Project Management – Site Comparisons
– Facilities/Asset Management • Integration enablement
• Site Mapping – SOA
– Integration with Mapping software – Web Services
• Data Governance


The Location “Dilemma”


Location “Dilemma”
Primary (Independent) Domain Secondary (Dependent) Domain

• Location though exists in the • Location doesn’t exist by itself
context of Product, Customer, and hence an MDM solution
Supplier, Asset, Payer, it can be focusing on Location as a
modeled independently and then primary MDM domain is not
associated with any of the above required. Rather location need
domains as per business to be modeled to work with all
requirements. other independent domains.


Use Cases for Site Hub!


Utility Industry
1. Property is the Customer, Owner/Occupant is the payer
• In regulated markets – some one has to pay the bill
• Owners change
• Owner may not be the Occupant
• Property is the Customer
• In deregulated markets
• owning the utility pipe
• Servicer, if not the Provider
2. Asset Management
• Buildings
• Lease Management
• Construction/Renovation Projects
• Location Metrics – Size, Power, etc.
• Equipment such as Power Stations for example
• Location related attributes
• Capability


Retail Sector
1. Retail Site Management
• Company Owned Outlets
• Franchised Locations
• Prospective Locations
• Competitor Information
• Growth & Retrenchment
• M&A
2. Asset Management
• Buildings
• Lease Management
• Construction/Renovation Projects
• Location Metrics – Size, Power, etc.
• Equipment
• Plants


Public Sector – Local Government – Counties
1. Property Taxes – Property is the Customer,
Owner/Occupant is the payer
• Some one has to pay the taxes
• Usually Owners pay for Residential Properties
• Often Tenants pay for Commercial Properties
• Owner may not necessarily is the Occupant
2. Asset Management
• Buildings
• Equipment


Vendors and Solutions
in the
Market Place


Vendors and their Products for Site Hub

Major Vendor Solutions Vertical Solutions

•Accruent
Real Estate Performance Management
Real Estate Performance Management
•IBM Solution
Solution
Infosphere MDM Server
Infosphere MDM Server •Tririga
•Oracle Workplace Enterprise Management Solution
Workplace Enterprise Management Solution

Site Hub
Site Hub
•Siterra
•Claritas
•ESRI
•MapInfo


Vendors and their Products for Site Hub

Multi-Domain Solutions Other Solutions

•Initiate
•DMTI Spatial, Inc.
•Siperian Location Hub
Location Hub


A Close look at the Vendors
and their Products


IBM


IBM
• IBM WebSphere product can be
used as a solution for Location
Mastering
Location Account Product Location Account Customer
• IBM seriously views Location as
CUSTOMER to PRODUCT

Single view of Single view of
one of the primary MDM domains
Relationship

CUSTOMER PRODUCT

• Currently provides Location as
CUSTOMER to ACCOUNT
Relationship
PRODUCT to LOCATION
Relationship
Secondary domain in the context of
ACCOUNT to LOCATION

Customer, Account and Product
Relationship

Location Customer Product Customer Account Product domains
Master
ACCOUNT
Single view of
LOCATION
• Strategically working on providing
record more Location specific solutions in
the context of Asset Management

Image Courtesy: IBM


Oracle


Where is Oracle “Site Hub”?

MDM Supplier Sites/
Domains Customer Product COA COA
Customer Locations

Analytical
Operational MDM Applications
MDM Apps

Analytical Hub
Financial Hub
Site Hub
MDM
UCM

CDH

PIM
Apps

Biz Hyperion
Apps Siebel Oracle eBusiness Suite
DRM


Customer List
• Posten Norge
• General Dynamics Land Systems
• Vodafone


Key features in R12.1

• Site Search • Web Services
• Extensible Attributes • TCA Relations & Parties
• Hierarchies & Clusters • Site Attachments
• Trade Area Groups • Site Associations
• Google Map Integration • Property Manager
• Site Comparisons • Asset Management
• TCA Architecture • Inventory Management
• Contacts • Business Events Support
• Excel Import-Export • Templates for easier Site Creation


Future Directions
R12.2 Site Hub R12.2+ Site Hub

• Advanced Hierarchy Management • Advanced Spatial Analysis
• Role based security • Data Quality Management
• Enhanced Integration with Property • Source System Management
Manager • Site Integration to Projects
• Enhanced Integration with Projects • Site History & Versioning
• Enhanced Integration with EAM • Change Management, Workflow, &
• Enhanced Web Services approval management
• Document Management Integration • Site as an AIA object
- With Stellant and AutoVue • Integration with data providers
• Enhanced Integration with CDH • Integration with Retek
• Enhanced Integration with • Integration with JDE real estate
Inventory Management / PIM solution


Initiate


Initiate
• Product
– As a multi-domain MDM product, Initiate can adapt to the
requirements of Site/Location Domain
– Current Location cleansing and matching capabilities of the Initiate
product can be used
• Customers
– Walgreens


Siperian


Siperian
• Product
– As a multi-domain MDM product, Siperian can adapt to the
requirements of Site/Location Domain
– The flexible Modeling capabilities facilitate the mastering of Location
data
– The matching engine powered by Identity Systems can be leveraged
to match Sites/Locations


Accruent


Accruent
• Enterprise Location Management Solutions portfolio
– Real Estate Performance Management
– Enterprise Facility Management
– Integrated Work Place Management System
• Primarily popular with Retail industry
– with management of Real Estate and Facilities for the management of entire
life cycle of real estate activities such as Market Planning, Strategic Planning,
Site Selection, Project management, Lease management and Maintenance
Management
– Also targets other industries such as Higher Education (Campus
Management), Public Sector, and multitude of Hybrid Industries for Real
Estate and Facilities Management
• Customers
– Retail: Rite Aid, Staples, Radio Shack, etc.
– Higher Education: University of Southern California, Santa Clara University,
etc.
– Public Sector: Commonwealth of Massachusetts


Tririga


Tririga
• Products
– Tririga Workplace Performance Management
– Tririga Integrated Workplace Management
– Tririga Trees
• Primarily focuses on Real Estate and Workplace Management solutions
addressing
– Real Estate
– Project Management
– Facilities Management
– Maintenance Operations
• Customers
– Retail: Canadian Tire
– Utilities: BC Hydro, Woodside Energy, etc.
– Public Sector: The Pentagon, NASA, Texas Health and Human Services
Commission, Orange County Sheriff’s Department, etc.
– Other: Nokia, GE, Teradyne, etc.


• Location/Site Hub will be a big domain of MDM by this
time next year
• Major Vendors are seriously investing in this domain
• There is a serious problem to solve in the market place and
there isn’t any perfect solution
• The Scope of the Location domain continue to grow
• An important domain to take into consideration as part of an
enterprise level strategy for MDM initiatives


QUESTIONS
ANSWERS


Q
& QUESTIONS

A ANSWERS

Can be reached at: Mani Kumar Manda
Rhapsody Technologies, Inc.
1700 Park Street, Suite 205
Naperville IL 60563

Phone: 630-717-1809
Email: MManda@RhapTech.com

Special Interest Groups:
http://groups.yahoo.com/group/cdi-mdm-jobs

Latest Versions can be obtained from:
http://www.rhaptech.com/resources.html


Appendix


In the absence of an application like Site Hub
• Site information is spread across multiple disparate
applications
• Custom applications are used to maintain Site information
such as Stores for example in Retail Sector
• Often lot of site information is maintained in excel
documents
• Integration of Site information in a flexible manner across
heterogeneous applications is a major challenge


Cost of Poor Quality Site/Location Data
• Marketing
– Poor location data reduces the effectiveness of marketing campaigns with wastage of
valuable resources in mailed catalogues, lost sales opportunities, etc.
• Sales
– Poor location data results in reduced sales effectiveness due to misdirected sales
resources assignments
• Service
– Poor location data results in reduced service personnel effectiveness due to misdirected
personnel levels
• Finance
– Duplicate records hide proper revenue recognition, inaccurate reserves for bad debt,
introduce credit and collection risk, etc.
• Corporate Governance
– Higher risk exposure for executive management due to inaccuracies in location data
• Location Planning
– Invalid location attributes results in increased resource usages leading to higher costs in
Supply Chain management and reduced response times


Key Questions?
• Does your organization deal with lot of sites?
• Do you need to keep track your customer, competitor, or
partner sites and their capabilities?
• How do you currently track and manage your sites?
• Is managing your real-estate portfolio a big concern?
• Do you have a 360 ° view of all your sites?
• Can you perform effective site-driven business processes
with your current applications?


Oracle Site Hub is integrated with
• Oracle Inventory
– Site Hub enables you to create and maintain Oracle Inventory organizations
associated with sites.
• Oracle Property Manager
– You can access Oracle Property Manager directly from Site Hub to manage
property locations and leases associated with sites.
• Oracle Enterprise Asset Management
– Enterprise Asset Management enables maintenance of an organization's sites
assets such as machines, fixtures, and anything requiring maintenance.
• Oracle Trading Community Architecture (TCA)
– Trading Community Architecture enables Site Hub to store party
relationships, and capture contact attributes associated with the site. This
includes TCA entities such as parties, party sites, party relationships, and
contacts.


Site/Location Hubs - A Hot Trend In Master Data Management (MDM)

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