2. Business services 3. Identity resolution 4. Data governance 5. Architecture 6. Data management 7. Infrastructure 8. Analytics 9. Developer productivity 10.Vendor integrity
Infrastructure fracas will escalate as mega app vendors rush to dominate business services/processes & data models as high ground
#1 Criteria = Data Model
Data model to support complex roles & relationships
Party (customer, supplier, employee) & product Reference – including price, location
Demographic profile – e.g., name, address, phone number, marital
status, etc.
Roles & relationships between parties – including B2B company
hierarchies & B2C householding
Additional related entities – e.g., entitlements, prices, & privacy
preferences
Data heritage, change history & survivorship
Industry-specific (vertical) extensions
Ability to import industry standard or custom-built
data models – e.g., IBM IAA, IBM BDW, OASIS CIQ, Siebel CIF, Hogan CIS, Dendrite
Ability to support 3rd party hierarchy structures – e.g., D&B, Austin-
Tetra
Vendor roadmap to “link” party & product domains
Depth & breadth of data model – plus ability to adapt statically & on-the- fly – provide a solid MDM foundation
#2 Criteria = Business Services
External workflow engine & web services transaction support –
e.g., business process management (BPM)
Rules engine
E2E support with operational applications with accelerators for
complex transactions – e.g., new account origination & order to cash
Business semantic-driven horizontal customer processes – e.g.
add party, change address, retire customers
“Best practice” templates for both horizontal &
vertical customer – e.g., related processes
Compatibility with existing infrastructure investments – e.g.,
Tibco, MQ-Series, etc.
Standards – e.g., OMG’s Model-Driven Architecture (MDA), WS-
Coordination, WS-Transaction, & BPEL
Vendor roadmap to process/policy hub solution via SOA
Functionality & extensibility of business services are critical evaluation criteria for MDM solutions – longer term “process hubs” are the goal
#3 Criteria = Identity Resolution
Very high performance matching/aggregation/search
Ability to generate or incorporate “universal” master keys or
global IDs
Cross-reference management – e.g., 1:M support, enforcement of
cross-referencing
Support for all identity types – e.g., individual, household,
organization
Change detection & event mgmt – e.g., propagation
& validation, in-doubt resolution
Support for privacy regulations – e.g., California SB-168 for
remediation of SSN off public documents
E2E data mgmt processes to enforce data quality Enable regulatory & privacy mandates
Non-obvious/intrusive entity resolution
Smart matching plus effective human intervention – & automated actions – yield better identity management
#4 Criteria = Data Governance
Process design capture tools
Accelerators for people, process & technology integration – e.g.,
DG steering committees, process councils, & corporate/LOB data stewards
Tactical data steward consoles Integrated metrics
Based on recognition of issues at hand, an improving economy, & increasing regulatory requirements, businesses are now recognizing the opportunity to
take a more strategic view of data governance
#5 Criteria = Architecture
Multi-modality architectures
Virtual/registry Persistence Confederation
Multi-modal use cases
Analytical MDM Operational MDM Collaborative MDM
Multi-modal security
Profile access control
Integration with security of DB, CRM & ERP Role-based user rights mgmt
Given the generational evolution of MDM styles, it is vital to select a MDM solution specifically tuned
for a given set of long term MDM requirements
#6 Criteria = Data Management
Consolidation & survivorship rules – e.g., intelligent merge/unmerge Application- & role-level authorization
Data cleansing
Address cleansing & standardization Pre-built integration to leading DQ tools Closed loop-DQ
Data profiling
Central enforcement & tracking of DQ
Integration with Web-enabled aggregator data Complex, long running transaction
Support for multiple master data types – e.g., reference,
transactions
Comprehensive set of customer attributes for complete profile History & audit trails
Goal is to create end-to-end data mgmt processes that may be invoked by other major customer facing subsystems in addition to CRM package
#7 Criteria = Infrastructure
Scalability – e.g., in-memory or cache DBs; just-in-time aggregation Manageability - e.g., system management & monitoring tools
Accessibility – e.g., ability to service wide-range of performance levels Availability – e.g., resilience to various failure situations such as
hardware & network outages; continuous data maintenance/ synchronization
Rigorous multi-model support for all integration modes
Real-time
Tightly-coupled – e.g., COM, Java, CORBA)
Loosely-coupled (IBM MQ Series, XML/HTTP, integration servers)
Near real-time
Loosely-coupled (IBM MQ AMI, XML/HTTP, integration servers)
Batch
EDI, RosettaNet
Pre-packaged integration processes & templates
Intelligent routing – e.g., alerts, content-based routing & pub-sub
As “single point of failure” asset, MDM internal infrastructure has all the requirements of mission-critical applications & must be evaluated so
#8 Criteria = Analytics
Customer segmentation & targeting for cross-sell & up-sell In-line analytics for closed-loop marketing
Data profiling to manage “degree of trust” associated with
given master customer data source – e.g., completeness, uniqueness, accuracy, & lineage)
No longer are batch-oriented data marts or data w arehouses sufficient to provide fundamental analytics necessary to drive customer profitability &
value assessments (to enable JIT & differentiated service)
#9 Criteria = Developer Productivity
Life-cycle approach
Systems management tools
Change management Software distribution Testing
CMM compliance Methodology
MDM ultimate goal is user-driven rules management, yet IT
professionals (data stew ards, et al) must set up & fine-tune this mission- critical infrastructure
#10 Criteria = Vendor Integrity
References vs. proof-of-concepts
Professional services – work done by IT vendor to assist in the delivery of
solution via methodology, process, skills transfer, etc.
Quality Breadth
Customization
Corporate agility – Ability to respond, change direction, etc. in
Responsiveness/Development Processes/Flexibility
Personnel – Mix of skills, expertise, experience, etc.
Leadership/available skills Expertise/intellectual property
Financials – Combo of financial resources, liquidity, etc.
Access to capital Profitability
Growth rate
Vendor pricing models
MDM solutions have all the requirements of mission-critical applications
– vendors must be evaluated so