Master Data Management What is it? Why do I Care? What are the Solutions?

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Information Management

Master Data Management

What is it? Why do I Care? What are the

Solutions?

Marty Pittman

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Agenda



_{MDM Introduction and Industry Trends}



_{IBM's MDM Vision}

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What is Master Data? Why is it important?

Master data is a subset of

all enterprise data

Master data is the

high-value, core information used

to support critical business

processes across the

enterprise

Master Data is information

about customers, suppliers,

partners, products,

materials, employees,

accounts and more

Master Data is at the heart

of every business

transaction, application and

decision

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What is Master Data Management?

 Discipline that provides a consistent understanding of master data entities (customer, product, etc.) _{A set of functionality for data governance that provides mechanisms}

& governance for consistent use of master data across the organization  Is designed to accommodate, control and manage change

Customer Support Sales Claims INFORMATION Bil l 35 West 15th_Street Toledo Jone s OH / 12345 M 4 6 1/1/65 First: Last: Address: City: State/Zip: Gender: Age: DOB: CRM B. Jones Toledo, OH 12345 35 West 15th_Street Name: Address: Address: ERP William Jones Toledo, OH 12345 35 West 15th_St. Name: Address: Address: Legacy Billie Jones Toledo, OH 12345 36 West 15th_St. Name: Address: Address:

ACQUIRE:

SOURCE SYSTEMS

ACT:

ENTERPRISE

APPLICATIONS

MANAGE:

MDM

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Business drivers

Revenue

• Identify cross-sell, up-sell opportunities

• Customize product offerings and

bundles

• Introduce new products quickly

• Identify high value customers

• Improve customer retention

Cost

• Automate manual business processes

• Reduce data errors

• Eliminate excess mailings

• Identify risk (credit)

• Supports system consolidation

initiatives

Agility/Strategic Initiative

• Consolidate data from silos/Integrate

new systems quickly (M&A)

• Meet demands of new business

channels

• Grow with the business

• Identify key relationships and

hierarchies

Compliance

• Reduce risk

• Control access to data

• Adhere to government and corporate

regulations

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Government

Healthcare

Telco

• Improve Case management • Reduce fraud across benefit Applicants • Improve revenue collection across Taxpayers • Improve Citizen services • Streamline Asset management across Locations •Improve Customer service and billing Contracts, and reduce churn •Support Regulatory compliance for Customers / Organizations •Grow Customer wallet share through tailored Product offerings and bundles •Improve Patient

care and reduce medical errors •Encourage Physician loyalty •Improve Compliance and Patient privacy •Streamline Hospital Asset management or medical Products across supply-chain and Locations

Customers across industries are addressing a broad set of business

challenges with MDM

Energy & Utilities

•Energy Price data management

•Asset and Location

management

(e.g., reservoir, oil field, meter)

•Improve

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Insurance

•Regulatory compliance for Customers •Improve Customer satisfaction •Grow Customer wallet share through tailored Product offerings and bundles •Understand full exposure and reduce credit risk across Accounts •Streamlined Asset management •Improve Supplier / Dealer financial management •Food Products safety compliance •Manage Customer preferences and lifecycle •Faster Product launch across Locations •Superior Customer multi-channel experience •Improve Customer loyalty •Faster Product launch across Locations •Improve Vendor / Supplier on-boarding •Streamline Member enrolment •Improve claims processing for Members •Create custom Product offerings and bundles •Optimize Policy management •Manage compliance and privacy across Members

Manufacturing

Retail

Financial Services

Customers across industries are addressing a broad set of business

challenges with MDM

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What do customers want from MDM?

Customer’s Want:

1. Technology that can grow

as business needs change

2. An impactful & fast phase one, building

towards a strategic deployment

5. Leverage existing investments

3. Integrate to applications & impact key

business processes

6. Data Governance

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State of the Master Data Management Market

Top Industry Trends



Adoption broad, but often shallow

across many industries



_{Moving from Early Adopters to Fast}

Followers



_{Not a matter of if, but when (and in}

what form)

– Market size ~>$1bn in 2010 – Market growth 12-14% in 2010



_{Most initial MDM implementations are}

successful



_{Market is evolving from uni-domain to}

multi-domain needs



_{Potential customers usually discuss}

MDM in the context of their overall

Information Management needs.

Key Challenges



Organizations are still struggling to

define a starting point for MDM



_{IT recognizes the need for MDM most}

often and still struggles to sell to the

business



_{Clients who have started MDM can}

get bogged down on their journey –

where do I go next



_{Integration to business applications is}

a key success factor

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Industry Trends

Top Industry Trends



_{MDM for customer data and MDM for product data have dominated early}

MDM adoption.



Other domains that are showing traction: single view of supplier, and

purchased part and asset oriented MDM.



_{This will not lessen the demand on customer and product oriented MDM; it}

means that increasingly organizations will have overlapping MDM efforts

within their business



_{Not all industries call it “MDM”:}

– Healthcare – EMPI (Enterprise Master Patient Index) – Government – Entity Resolution

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Gartner Industry Heat Map

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Agenda



_{MDM Introduction and Industry Trends}



_{IBM's MDM Vision}

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Applications & Processes

Delivering business insight requires mastering your information

Going beyond simply managing… to Optimizing Business Results

Analyze

Integrate

Data

Warehouse

Master Data

Clients’ Information Supply Chain

Reports & Dashboards

Gov

ern

Data Q uality Securit y Lifecyc le Manage ment Business Intelligence Applications Transactional Business Applications Content Database Infrastructure Business Applications Streaming Data

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MANAGE

INTEGRATE

ANALYZE

GOVERN

External Information Sources Business Analytic Applications DB2, Informix

FileNet solidDB _InfoSphere MDM InfoSphere Warehouse Cognos, InfoSphere Warehouse InfoSphere Streams InfoSphere BigInsights

Quality Security & Privacy InfoSphere Information Server Lifecycle InfoSphere Information Server InfoSphere Optim InfoSphere Guardium

Information Governance – Delivering Trusted Information for Smarter

Business Decisions

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MDM in an Overall Architecture

Cognos Reports

Information Integration Platform Partner Gateway Enrollment/ Admin/… Systems WebSphere Commerce Customer Product Account

Others Enterprise Data

Warehouse Corporate & Others Content Management Customer Call Center External Web Partners Portfolio Mgmt. Data Steward Services Business Services Registry / Repository Business Processes Business Services Repository

Enterprise Service Bus

A

pp

lic

ati

on

s

R

ole

-b

as

ed

U

Is

Operational MDM Operational MDM Collaborative MDM Collaborative MDM

Historical Data Load Business Glossary Customer Product Account Others Global Name Recognition Global Name Recognition

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Agenda



_{MDM Introduction and Industry Trends}



_{IBM's MDM Vision}

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IBM InfoSphere Master Data Management

Adaptive MDM for diverse requirements



_{World’s largest MDM customers and}

implementations



_{Rapid time to value with multiple deployment options}



Support for any data domain and industry

 Strong master data stewardship capabilities



_{Pre-packaged capabilities speed time to market}

 Customizable and extensible foundation



Seamless scaling as data volumes grow

A broad set of capabilities to enable adaptive master data

management solutions

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IBM InfoSphere MDM Server for PIM

Allows companies to author,

enrich and manage product and

other core information that can be

made available for strategic

business initiatives.

Collaborative

Authoring

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PIM Addresses Core Challenges

Key Product Information Scattered Across The Organization

Creative and Copy Product Producer Marketing Logistics Category Managers Vendor Managers Regional Managers Promotion Managers Merchant Finance Enterprise Applications Authorize / Reject Spread sheets Docs Direct from Suppliers

Images

Product Data

New Item Form Price Update Emails Images eCommerce (website) Print publishing Order Mgmt System Call centers ERP Retek Suppliers / Vendors Procurement Analytical Product Information Targets / Destinations GDS Network

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21 03/24/11

InfoSphere MDM Server for PIM

Author, Enrich and Maintain Product (+ other) Data

External Resources Internal Systems Customer Support Databases Spread sheets Emails Direct from Suppliers Internal

Docs

B2C website B2B website Portals Call centers Store shelf space Operational decisions Suppliers Vendors Kiosks Product Information Targets / Destinations Product Producer Sales Finance IT

InfoSphere MDM Server for PIM

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

_{Collaborative Business Processes}

–Workflows for Collaborative Tasks



_{Extendable Authoring UI}

–Business User Interface for Authoring and Search



_{Flexible Data Model}

–Product Catalogs, Category Hierarchies, Attributes, Relationships



_{Data Synchronization}

–Imports and Exports with Deltas and Versioning

–Job Scheduler



_{User and Role Security}

–Granular Access privileges to enforce complete and accurate data

–User and Role Security

–Attribute Level Security

InfoSphere MDM Server for PIM Functional Capabilities

InfoSphere MDM Server for PIM

Product Location Supplier Others

Collaborative Authoring

Business Process workflow

MDM Custom-Built Domains

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IBM Initiate Master Data Service

Assembles a virtual, single view of

master data and relationships from

across existing systems delivering

these views whenever and wherever

they are needed.

Virtual, Composite

Views

IBM InfoSphere MDM Server

Centrally and physically manages

and maintains master data for multiple

domains including customer, account,

product and others to gain a single

record.

Central, Golden

Record

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Integrated Customer Information System Source System A Source System B Source System C Thin Customer Information Index

Source System A Source System B Source System C Characteristics:

Focus: Improving existing foundational processes and applications

Governance challenge: Resolving / acknowledging differences between independent sources

Source of Truth: Source systems are the authority Typical Functions: Search, composite views and

accurate identification

Focus: Changing or creating new foundational processes and applications; Rationalizing or retiring systems

Governance challenge: Getting everyone to agree on the single source of truth Source of Truth: MDM Hub is the authority

Typical Functions: Repository for operational and transactional applications

Do you want an MDM solution designed to

administer master data for existing systems?

Do you want an MDM solution designed to

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IBM Initiate Master Data Service – Functional Overview

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

_{Data Stewardship}

–Inspect and resolve data quality issues

–Visualize and manage relationships



_{Master Data Engine}

–Highly accurate and flexible matching and searching across multiple data domains

–Load, match and link master data in hours



_{Flexible and Extensible Data Model}

–Model complex master domains and relationships

–Employ data models that are built and optimized specifically for master data management



_{MDM Powered Solutions Framework}

–Streamline creating MDM-powered solutions for end users



Integration

–Integrate with multiple real-time and batch options

–Deliver trusted master data to downstream data warehouse, analytics and BI systems

–Message-based support (HL7, JMS, MQ Series)

IBM Initiate Master Data Service

Data Stewardship

Master Data Engine

Data Model

Integration

SOA Java/.Net Industry

Match & Link Workbench Relationships

Solutions Framework Components Blueprints

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Business Services

– Enables business process to easily leverage master data

– Speed time-to-value, reduce subsequent phase investment

_{Functionality}

– Stewardship: Data Quality, Stewardship, & User Interfaces

– Events: Event Management & Business Rules

– Security & Entitlement: ROV

_Multi-domain

– Extensible data model supporting domains including Party, Product, Account & Location

– Relationships between domains

_{MDM Workbench}

– Tooling for easy extensions to data and UI generation

_{Robust Data Integration}

– Pre-built Data Integration & Quality

InfoSphere MDM Server Functional Capabilities

Single source of truth for master data for all applications

MDM Domains Business Services

Pre-built Customizable

Data Stewardship

Party Account Product Custom

Integration

Content Data Analytics

InfoSphere MDM Server

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