3. What Is Master Data Management?
•
•
•
•
•
Distributor
An approach that decouples master
Office
Customer
information from individual applications
and unifies it
Product
Agreement
Prospect
Becomes a central, application- and
process-neutral, resource
Company
Member
Trading
Ensures consistent,up-to-date master
Partner
Manufactured
Provider
Goods
information across business processes,
Locations
Vendor
transactional and analytical systems
Service
Addresses key data issues such as
Financial
Account
governance, quality and consistency
Employee
Assets
proactively
Organization
Supplier
Simplifies ongoing integration tasks
Person
and new application development
Citizen
Contract
3
4. What data are we talking about?
Metadata
ID
Last
First
Street
Attribute N…
CRM123
Jones
B.
35 West 15th
…
ERP789
Jones
William Short West 15th
35
Prod ID
…
Prod
Category
Prod
Class
Unit of
Measure
36 West 15th
Phillips Head
Screwdriver
…
SD-01
PH-01
Each
1244
Slotted Head
Screwdriver
SD-01
SH-01
Each
1254
Hex Head
Screwdriver
SD-01
HH-01
Each
Description
SYS456
Jones
1234
Master Data
Gender
Code
English
Billie
Spanish
Hombre
Female
1122345
12/6/11
$650.90
1/4/12
$233.01
1122345
6/5/12
$0
6/6/12
$1,000
8/14/12
$11.11
1122345
9/22/12
$2,333,333
Mujer
9
Citizen
$400.99
1122345
Male
12/3/11
1122345
1
Balance
1122345
Desconocido
2
Reference
Data
Not Known
Date
1122345
0
Account
Not
Applicable
Organization
No Aplica
Product
Customer
Account
Transaction
Data
Supplier
5. What is a trusted view?
OPERATIONAL
APPLICATIONS
IT APPLICATIONS
MASTER DATA
MANAGEMENT
ERP
Name:
Address:
Billie Jones
36 West 15th Street
Address:
NY, NY 32453
Name:
Address:
William Jones
53 West 15th St.
Address:
Toledo, OH 12345
Spouse
of
CRM
Warehouse
Name:
Address:
Address:
William Jones
35 West 15th Street
Toledo, Ohio 12345
Address:
Barbara Jones
35 West 15th St.
Address:
Web Apps
Transactional
Applications
Holds accounts
Account #429
Policy #A43C
B. Jones
35 West 15th St.
Toledo, OH 12345
Sales
Name:
Barbara Jones
35 West 15th Street
Toledo, Ohio 12345
Call Center
ANALYTICAL
APPLICATIONS
Campaign
Management
Products
owned
Item #44958
Item #99038
Item #00298
Warehouse/
Analytics
Toledo, OH 12345
Big Data
Data Quality & Data Integration Tools
6. Why MDM?
InfoSphere Master Data Management
Improves operational and analytical systems
Complete
Accessible
All domains, styles,
use cases, industries
Designed for big
data
Master data
governance
Cloud and mobile
options
Pre-built, extensible
and customizable
data models and
services
Integration across
InfoSphere solutions
6
Optimized for real
time
Flexible
Virtual, physical
and hybrid styles
in a single solution
Proven
#1 market share
800 + customers
Collaborative
workflow
Lowest risk,
Quickest time to
value
Reference data
management
Global reach
Entity resolution
Scalability,
performance
7. IBM InfoSphere MDM
Covers all implementation styles and the full spectrum of integrations
Performance & Scalability
Open Standards
• Stateless transaction engine for ease of
scalability, high availability
• Dozens of customers mastering 100+
million records
• Web services (SOAP & REST)
• Java APIs
• JMS & MQ
Entity Matching & Relationship Linking
Comprehensive Business Services
• Highly accurate probabilistic matching
algorithm
• Relationship linking/inference based on
attributes
• Flexibility to link or collapse matches
• Fine-grained services based on pre-built
model
• Composite services and Batching
• Extension points pre- and post-interaction
• Web service tailoring
Governance
Outbound Event Notification
• Attribute Level access control
• Full history & audit
• Survivorship rules (aka „trust‟ rules)
• Detect and manage data steward tasks
• Source-level and golden-record-level
attribute changes
• Entity link/collapse/split
• Relationship changes
7
8. Critical business processes benefit from a trusted view
Maximizing customer
satisfaction & revenue
opportunities
Customer
Service/ Care
Customer
Self Service
Optimizing the business
with right-time
information
Billing
Marketing/Sales
Interactions
Tools
Enrich
End to End Master
Data Management
Authoring
Security
Hierarchies
Operational
Financial Planning
Search
Stewardship
Back office
Systems
Fraud Avoidance
Understanding the
choices & planning with
accurate information
8
New Product
Introduction
Regulatory
Compliance
Ensuring all systems
have consistent &
complete information in
real time
9. Align goals to key business priorities
Improve Customer Service
e.g. Reduce time to search for
customers by 58%
Comply with Regulations
e.g. Improve privacy preference
compliance
by 10%
Optimize Cross-Sell & UpSell Processes
e.g. Increase average deal
size by 2%
What business
issues matter most to you?
New Market & Product
Strategy
e.g. Increase campaign yields
by 5%
9
Improve Business
Agility
e.g. Integrate new systems
(M&A) in weeks
Lower Operational Costs
e.g. Decommission 2 of 3 CRM
systems
10. Address key IT initiatives
Reports based on missing or
incorrect information
Incorrect customer
addresses used for
invoicing process
Duplicate data in
customer/product master
database
What IT
issues reduce trust?
Enterprise processes using
untrusted, inaccurate
information result in
inefficiency and low quality
decisions
10
Incomplete and
inconsistent master data
Aging systems that are
difficult to decommission
11. Single View of Product
Disconnected Product
Information
• No collaborative authoring of
products
• Lack of a single view of products
• No synchronization with
up/downstream applications
• No ability to publish to commerce
sites or product catalogs
11
11
Streamlined Authoring
& Access
• Collaboratively author, aggregate and
distribute product information
• Align with and enforce existing
business processes
• Access to consistent product
information
• Product factory build process
(assembly of products)
12. InfoSphere MDM Features & Functionality
Accelerate Time
to Value
Virtual, physical and hybrid MDM styles in a single instance
Modular implementations and upgrades
Collaborative authoring UI enhancements
Designed for Big
Data
Augment master data with unstructured text
Expanded patient hub to include clinical attributes
Governance
Inside & Out
12
Data quality via integration with InfoSphere Information Server
Enhanced hierarchy support for reference data
Dashboard for collaborative authoring workflow
Task KPIs to monitor master data quality
13. IBM Master Data Management Core Capabilities
•
Multi-Style
– Collaborative MDM
•
Authoring, workflow, check in/out
services to support collaboration on
master data creation, management
and quality control
– Operational MDM
•
Business services to ingest master
data from range of sources,
manage it and fulfill all consumer
uses of master data
•
Over 500 Business Services
•
Act as “System of Record”
– Analytic MDM
•
Identity resolution & relationship
discovery
•
Master data simplifies input to
analytical environments (DWs) and
improves quality (MDM is source)
•
Enterprise reporting and analytics
•
Industry-specific data warehouses
Data Quality Management
– Duplicate record processing
– Data validation, cleansing & standardization
Event Management
– Event detection & management
– Notification to business processes and systems
Data Lifecycle Management
– Data Governance
– Data access management
– Auditing, enterprise rules and policies
IBM Master Data Management
Industry SOA Business Processes
Collaborative MDM
•
Operational MDM
Analytical MDM
Multi-Domain
– Support for Customer, Product, Account,
Location, Supplier ….
Customer
Supplier
Location
Account
Event Management
13
Product
Customer / Shipping
Data Quality Management
Data Lifecycle Mgmt
14. Master Data Governance in MDM
•
•
•
Business Processes require trusted data
Trusted data requires data governance
IBM providing capabilities to facilitate construction and adoption of these applications
– MDM Application Toolkit (MDAT) - Improved
Enforce
– Master Data Policy Monitoring (MDPM) – Improved
– Master Data Policy Remediation (MDPR) - Improved
– Master Data Governance Dashboard (MDG) - New
Data
Quality
Remediate
Identify
Enforce
policy rules through Master Data Policy Remediation
Monitor
the effectiveness of your rules through Master Data Policy Monitoring
Identify
quality issues through Master Data Policy Monitoring and the MDG console
Remediate
data quality issues through Master Data Policy Remediation and the MDG console
Monitor
15. Integration Flow – MDM & Data Quality
IBM Infosphere Quality Stage
IBM Infosphere Master Data
Management
Sources
Consuming
Applications
Applications
CRM
Databases
ERP
xls, xml,
Flat Files
Data
Warehouses
z Systems
Discover and
Cross source
analysis
Data Validation
Standardize &
Cleanse
Match & Link
Monitor &
evaluate
IBM Infosphere Information Analyzer
IBM Infosphere Discovery
15
Data
Warehouses
eBusiness
16. Editions
Proven, Trusted capabilities with 4 different editions to meet your specific needs
Enterprise Edition
Comprehensive
address all your MDM needs with a single comprehensive solution
Advanced Edition
Strategic
strategically transform your organization
through improved business processes and
applications
Standard Edition
Quickest Time to Value
delivers business value for MDM projects
with the quickest time to value
16
Collaborative Edition
Collaborative
Authoring
streamline workflow
activities across users
involved in authoring and
defining master
information
Additional
Components:
Reference Data
Management
Manage and define
reference data as an
enterprise standard
Custom Domain Hub
(Stand Alone)
Enables delivery of
trusted information
based on custom data
domains
17. MDM and Data Warehousing
•
Master Data Management
(MDM) and Data
Warehousing (DW)
complement each other;
they have significant
synergies
– MDM and DW provide
quality data to the
business but MDM is
valuable beyond the DW
for 2 reasons
• Latency
• Feedback
IBM Master Data Management
Analytic Services
(DW Models,
Identity Services &
Predictive Analytics )
Industry SOA Business Processes
Collaborative MDM
Operational MDM
Analytical MDM
Services
Metadata
Customer
Product
Supplier
Customer / Shipping
Location
Account
Event Management
Data Quality Management
Data Lifecycle Mgmt
– MDM and DW have different use cases
•
•
•
17
MDM provides a “golden” source of truth that is used collaboratively for authoring,
operationally in the transactional / operational environment and supports the delivery of
"quality" Master Data to a DW system
DW systems are a multidimensional collection of historical transactional data that may be
include than Master Data used to determine trends and create forecasts
Introducing MDM enhances the value of existing DWs by improving data integrity and
closing the loop with transaction systems
Data
18. What‟s New in Collaborative Edition
Governance Dashboard Home page
Customizable Labels and Icons
Single-edit Customization
Multi-edit Enhancements
Related Items Tab
Shared Search Templates
ACM for WebSphere Commerce Phase 2
Information Server for Data Quality
Supporting Stack Updates
20. New Governance Dashboard
Workflow summary with
priorities and categories of
assigned entries:
Current – blue
Urgent – yellow
Critical - red
Summary pane with graphical
view of assigned entries
All numbers are links to view
the specific category of
entries. Ex. 6 “Urgent”
entries in DBWorkflow1
21. Unification of MDM Virtual & Physical
Multi-style, multi-domain MDM in a single operational hub
–
–
–
–
–
Single database instance and schema
Engine co-residence (WAS container)
Simplified deployment and management (based on OSGi)
Unified MDS/MDMS workbench for configuration and customization
Unified MDS/MDMS installer
– Integration with IBM Support Assistant Data Collector
21
22. Unified MDM solution
2010
2011-2012
2013
V9
V10
V11
Initiate MDS
Initiate MDS
MDM Server
MDM Server
MDMS for
PIM
Collaboration
Server
InfoSphere MDM
• Separate products
targeted to different MDM
use cases
• Best of breed acquisitions
22
• Single MDM offering
• Common matching engine
• Advanced Catalog
Management for
attachment to WebSphere
Commerce
Operational
Server
Virtual &
Physical
Modules
Collaboration
Server
InfoSphere MDM
• Unified virtual and
physical technology into
single server capable of
supporting multiple MDM
use cases
• Hybrid MDM
• Modularity
23. MDM and Big Data Must Work Together
Master Data
Management
Core Big Data
Technologies
MDM creates
context for big data.
Big data creates
context for MDM.
MDM system provides
trusted information and
operationalizes insights
from big data
Big data provides new
insights from social media
and other sources for
customer profile
25. The 5 Key Use Cases
Big Data Exploration
Find, visualize, understand all
big data to improve decision
making
Enhanced 360o View
of the Customer
Security/Intelligence
Extension
Extend existing customer
Lower risk, detect fraud and
views (MDM, CRM, etc) by
monitor cyber security in
incorporating additional internal and real-time
external information sources
Operations Analysis
Analyze a variety of machine
data for improved business results
25
Data Warehouse Augmentation
Integrate big data and data warehouse
capabilities to increase operational efficiency
26. MDM Industry Use Cases
Healthcare
Retail
• Clinical Data Hub
• Multi-domain
expansion
• Patient
Registration
• Single view of
Patient
• Interactive
Marketing
• Advanced Catalog
Management
• Customer loyalty
program
Social Services
• Fraud Reduction
• Education –
Longitudinal
Record
26
Intelligence/
Policing
• Person screening
• Entity resolution on
big data
Telco
FSS
• Provisioning and
Billing
• Customer Churn
• Network Inventory
Master Data
• Product
Bundling
• Regulatory
compliance
• Know your
customer
Manufacturing
Insurance
• End-consumer
relationships
• Parts creation &
search
• BOM
Consolidation
• Policy
Management
• Claims
Processing
• Customer up-sell
27. MDM Market Trends – Analyst Perspective
MDM and Big Data
strategies should be
intertwined
MDM requires Information
Governance to be
successful
Organizations are linking
process and data strategies
with BPM and MDM
Implementations are
maturing from single
domain to multi-domain
27
To create competitive advantage, organizations will need to
leverage sources of big data, especially social networks, in
combination with their MDM strategy.
MDM cited as the #1 information related project that
requires Information Governance to be successful
…visionary BPM and MDM teams turn to process data
management, which acknowledges the inherent connection
between business process improvement and data quality.
Some vendors may claim to be able to model and support a
variety of data domains in a single technology product, but they
often lack aspects of functionality, such as collaborative
workflow, and experience in dealing with the needs of the
different functional groups and business processes that leverage
particular master data domains.
28. Few Cases where MDM proved helpful….
Banking
Product
BNP Paribas
InfoSphere MDM
MoneyGram International
Identity Insight
Suncorp-Metway Ltd
InfoSphere MDM
RaboBank
InfoSphere MDM
DNB ASA
InfoSphere MDM
Insurance
Major Chinese Insurer
InfoSphere MDM
Retail
Truffaut
Government
InfoSphere MDM
Product
A U.S. State Police Department
InfoSphere MDM
A Major Municipal Government Agency
Master Data Service
State of North Dakota Health and Human Services
Master Data Service
28
30. Samin TekMindz India Pvt. Ltd.
India-NOIDA
H-171, Ground Floor, Sector-63,
Noida 201307
India
Tel : +91 120 6137000
Fax : +91 120 6137001
30
Samin TekMindz, Inc.
United States
2711 Centerville Road,
Suite 400 Wilmington,
DE 19808
Tel : +1-877-774-1211