<Insert Picture Here> Oracle Master Data Management Overview

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<Insert Picture Here>

Oracle Master Data Management Overview

Des Leverton

Director, MDM Western Europe Oracle Corporation

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<Insert Picture Here>

Oracle Master Data Management Overview

Des Leverton

Director, MDM Western Europe Oracle Corporation

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The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle‟s

products remains at the sole discretion of Oracle.

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Companies

Changing Information Presents a Challenge

Master Data Facts

• 240 businesses will change addresses

• 150 business telephone numbers will change or be disconnected

• 112 directorship (CEO, CFO, etc.) changes will occur

• 20 corporations will fail

• 12 new businesses will open their doors

• 4 companies will change their name

Source: D&B, US Census Bureau, US Department of Health and Human Services, Administrative Office of the US Courts, Bureau of Labor Statistics, Gartner, A.T Kearney, GMA Invoice Accuracy Study

• 5,769 individuals in the US will change jobs

• 2,748 individuals will change address

• 515 individuals will get married

• 263 individuals will get divorced

• 186 individuals will declare a personal bankruptcy

Individuals

Master data changes at rate of 2% per month.

Products

• On average 20% duplicates in product data

• 90% product introductions fail

• Retailers lost 40 billion or 3.5% of total sales lost each year due to item info

inefficiencies

• 60% error rate for all invoices generated

• Global Data Sync will realize 30% lower IT costs

In one hour… In one hour… In one year…

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Report: Top Customers by YTD Sales

If Only Things Were Simple!

If there were only one system, capturing and managing change would be easy!

ETL

BI/ DW

CRM OD

Name: William S. Varchy Customer ID: 125-18089 YTD Sales: $873,900 Last Contact: 9/27/2009

Rank Name Compnay YTD Sales 1 Sam Smith Westco 1,215,234 2 Becky Jones NAB 943.493

3 William S. Varchy Church Pension Group873,900

4 Danny Ratliff JCI 754,302 5 Larry Shull Hoovers 735,039 6 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515,253

360º View of the Customer

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Most Organizations Are Complex

Changes occur anywhere and everywhere, leading to information disparity

ETL ETL BI/ DW Self Service Call Center CRM OD Partner Portal Fusion App Contracts Mktg Billing Legacy ERP 1

Name: William S. Varchy Customer ID: 125-18089 YTD Sales: $873,900 Last Contact: 9/27/2009

Name: Rev. Bill Varchy Customer ID: AP3-8292 YTD Sales: $745,038 Last Contact: 8/03/2009

Name: Varchy, Bill S. Customer ID: AR15-1581 YTD Sales: $813,094 Statement: 10/14/2009

Name: APR / Bill Varchy Customer ID: APR09-382 YTD Sales: $745,038 Contract: 8/15/2009 360º View of Sales Activity by Internal Sales Team 360º View of Partner Interactions with Customers 360º View of Partner Contract Submissions 360º View of

Billing & Payment History

Creating a “Top Customers” report is easy, but can you really

trust the results?

Rank Name Compnay YTD Sales 1 Sam Smith Westco 1,215,234 2 Becky Jones NAB 943.493

3 William S. Varchy Church Pension Group873,900

4 Danny Ratliff JCI 754,302

5 Rev. Bill Varchy Church Pension Group745,038

6 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515,253

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Fragmentation Slows Business Progress

Organizations with no master data

management strategy are

• Not achieving expected returns on

existing IT investments

• Negatively impacting new

application suite deployments

• Increasing compliance costs & risk

• Reducing business agility

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• Consolidate the master data

• Create one version of the truth to support all business

functions

• Cleanse & Standardize

• Correct errors, eliminate duplicates, augment, …

• Govern

• Tie GRC to the clean data and maintain it according to corporate

rules

• Share the master data as a service

• Connect to all operational Applications, enterprise Business

Processes, and Analytical systems

The Solution

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MDM “Brings It All Together”

Consolidate, Cleanse, Standardize, Cross-Reference, Govern, and Share

ETL ETL

Middleware

Application Integration Architecture BI/

DW Self Service Call Center CRM OD Partner Portal Fusion App Contracts ERP 2 Billing Legacy ERP 1 MDM

Name: Rev. Bill Varchy Global ID: U302-402848 CRM ID: 125-18089 CRM Contact: 9/27/2009

Name: Rev. Bill Varchy Global ID: U302-402848 Billing ID: AR15-1581 Statement: 10/14/2009

Name: Rev. Bill Varchy Global ID U302-402848 Contract ID: APR09-382 Contract: 8/15/2009

A global, reliable cross reference makes consolidating information

from disparate systems both easy and accurate. Each department and system is sharing the same information – easily

understand the total customer relationship.

Rank Name Compnay YTD Sales

1 Rev. Bill Varchy Chruch Pension 1,618,938

2 Sam Smith Westco 1,201,039 3 Becky Jones NAB 943.493 4 Danny Ratliff JCI 754,302 5 Michael Smith Windham Invest 638,403 6 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515,253

Name: Rev. Bill Varchy Global ID: U302-402848 Partner ID: AP3-8292 Last Contact: 8/03/2009

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 Consolidate/Federate shared information into one place

 Cleanse data centrally

 Share data as a single point of truth as a service

MDM: The source of clean data for the enterprise

Nurture one of your most valuable asset

ETL ETL

Middleware

DW Web site ETM CRM Partner Fusion App Call SCM ERP2 Legacy ERP 1

MDM

Event in operational apps (e.g. new address)

 Match

 Cleanse & Enrich

 Consolidate (Dedup & build golden record)

 X-reference

Call Center

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MDM: The source of clean data for the enterprise

Nurture one of your most valuable asset

ETL ETL

Middleware

DW Web site ETM Partner Fusion App Call SCM ERP2 Legacy ERP 1

MDM

Distribution of clean, consolidated, complete master object to all subscribing applications

Update BI Dashboard maps and DW cross reference

CRM

Call Center

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MDM: The source of clean data for the enterprise

Nurture one of your most valuable asset

 Consistency siloed environments (Integrated Best of Breed)

 Lower data management costs

 Better reporting

 Enterprise foundation for agility & innovation

ETL ETL

Middleware

DW Web site Call Center ETM _CRM Partner Fusion App Call SCM ERP2 Legacy ERP 1

MDM

Need clean & up to date info to support specific business process

MDM provides real time web services to access master data (match / request entire profile / request selected info)

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Master Data Entities by Domain

Operational MDM

Financial &

Analytical MDM Site Product Customer Typical Somewhat Common Fringe Customer (business) Customer (individual) Supplier Vendor Student Employee Citizen Contractor Resource Ward Inmate Terrorist Instrument or Investment Product (Finished Good) Component Bill of Materials Service Package Promotion Material Store Restaurant Bank Branch Trading Area Distribution Center Delivery Location

Postal Address Product Classifications

Sales Territories Security Structures Chart of Accounts - Account - Cost Center - Entity Dimensions Reporting Hierarchies Mappings*

*Mappings are often cross-domain, such as product to sales channel

Supplier

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Domain Specific Requirements

• Build golden record

• Cleanse and remove duplicates • Survivorship rules

• Multiple deployment modes • Integration services

CDI (Company,

Individual)

• Standardize / parse address & phone information • Validate

addresses

• Data enrichment (Axciom, Dun & Bradstreet) • Support party model • B2C and B2B PIM (Product, Service) Sites (Store, Branch, Facility)

• Site within a site • Trade areas • Geocoding • Manage geographical hierarchies • Map Integration • Site visualization • Site lifecycle management Financial & Analytical Dimensions

All Domains

• Cross-domain relationships & mappings • Visually manage hierarchies • Align different financial perspectives (US GAAP, etc.) • Provide historical

and future, “what-if” versioning • Standardize

product

descriptions & attributes

• Rich content (e.g. images) • Product change management • Trading partner integration (e.g. 1Sync, Transora) Suppliers (Supplier, Vendor) • Supplier on-boarding • Supplier self-service • Validate addresses • Data enrichment

(Dun & Bradstreet) • Attribution by supplier type Trusted Master Data

Conclusions:

1) It takes more than an extensible data

model to support different MDM

domains

2)

Enterprise MDM is not a “one size fits all

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 Increases Cross-sell/Up-sell

 Improves campaign response rate

 Improves call center productivity

 Improves customer retention

 Reduces sales order error

 Accelerate New Product Introduction

 Improves efficiency of financial close

 Reduces data management costs

 Reduces integration costs

 Reduces cost by sun-setting legacy systems

 Reduces time to market for new projects

 Reduces Report Generation Costs

 Reduces non-compliance risk

 Reduces credit risk costs

 Reduces Fraud Management risks

Foundational MDM Business Drivers

Compliance

Process efficiently

Growth

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Oracle Enterprise Master Data Management

Software.Hardware.Complete

Budgeting

Data Governance

Exadata/Real Application Clusters/Oracle Database

Analytical MDM Apps Operational MDM Apps Operational Systems Analytical Systems Part y F inanc ial Oracle Hyperion Data Relationship Management Oracle Customer Hub EBS Siebel PeopleSoft JDE SAP, Custom, 3rd_Party DW BI &Datamarts Planning Financial Consolidation Analy tic al

Oracle Fusion Middleware/AIA

V endor Oracle Supplier Hub Oracle Site Hub Locations Oracle Product Hub Product Serv ic e

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Key Components of Oracle Hub Products

The source of clean data for your enterprise

Trusted Master

Data

• Consolidate & maintain a unique, complete and accurate master information across the enterprise for customer, supplier, employee, product, asset, site & financials data

• Distributes this information as a single point of truth to all operational & analytical applications just in time

Siebel EBS SAP Custom Apps Other JDE PSFT Siebel EBS SAP Custom Apps BI JDE PSFT

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Trusted Customer Data Web Services Library Publish & Subscribe Transports & Connectors Authorization Registry Profile & Correct History & Audit Privacy Mgmt Events & Policies Import Workbench Identification & Cross-Reference Source Data History Survivorship Parse Cleanse & Standardize Enrich Manage Decay Match & Merge

/ Unmerge Roles & Relationships Party Vertical Variants Related Data Entities

Oracle Customer Hub

• Single view of Customer, Client, Patient, Citizen, Student, …

• Built in Data Governance • Built in Analytics

• End-to-End Application Integration and Data Quality

• Best in Class Hierarchy Management with DRM

• Improve Cross-Sell and Up-Sell Efficiency

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Customer Data Quality vs. Product Data Quality

Different problems, different technologies

Customer _{Product (part, SKU, item, asset etc.)}

Over 30,000 categories …

Single format/ country

Must have semantic understanding and

ability to learn new domains quickly

Pattern-based

tools work well

Product Data

• No fixed syntax – few standards

• Infinite variability – format, content, syntax

• Different rules for each product category

Name & Address Data

• Relatively fixed syntax

• Mis-spellings and name equivalents

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Name Address City State Zip Phone Email

Bob Williams 36 Jones Avenue Newton MA 02106 617 555 000 [email protected] Robert Williams 36 Jones Av. MA 02106 617555000

Burkes, Mike and Ilda 38 Jones av. Nweton MA 02106 617-532-9550 [email protected] Jason Bourne,

Bourne & Cie. 76 East 51

st _Newton _MA _617-536-5480 _6175541329

… … … …

Mis-fielded data Matching Records

Typos Mixed business and

contact names Multiple Names

Non Standard formats

Missing Data

Who / Where is this?

Customer/Party Data

Relatively structured, error-prone, must match to de-duplicate

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Product/Item Data

Missing, inconsistent, unstructured, unpredictable mis-classified

Subject to

category-specific

rules

Product ID

Manufa-cturer Description Product Type Power Voltage Mount

ABC123 AA Inc. 10hp motor 115V Yoke mount Motor, AC/DC 10hp 115V Yoke

abc-123 A.A. mtr, ac(115) 10 horsepower 115volts AC/DC Motor 10 115 AC.

ABC/123/Q AA/Craft 10 Caballos, Motor, 115 Voltios Mot-AC 10 H-pow 115

QA-ST5 Craft TEAO HP = 10.0 1725RPM 115V 48YZ YOKE MTR 26101604

Z99 Z99 MOT-10,115V,48YZ,YOKE Z99

Motor powered pulley, 3/4" Motor

Inconsistent names

Rich information, but mostly non-standard and unpredictable

Attributes non-standard, missing or invalid

Mis-classified items

Inconsistent formats Inconsistent classifications & misclassifications Widespread duplication (often hard to spot)

What is this?

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• Profile, Standardize, Cleanse, Match and De-duplicate Item data in any system or process

• Product, Item, Catalog, Medical Procedure, Calling Plan, Asset, Parts, SKU, Service, etc.

• Within the MDM Product Hub, on entry to MDM Product Hub, at Application data entry (for MDM Aware applications)

• Profile, Standardize, Cleanse, Match and De-duplicate Party and Address data

• Customer, Supplier, Partner, Distributor, Regulator, Contact, Organization, Family,

Constituent, etc.

• Within an MDM Hub, on entry to MDM Hubs, at Application data entry (for MDM Aware applications)

Cleanse Item master data Cleanse Party master data

Pillars to Data Quality

Best of Breed solutions from Oracle

Oracle Product Data Quality (built on Silver Creek DataLens™ technology) Oracle DQ Profiling Server, Parsing &

Standardization Server, Matching Server, and Addr Validation Server

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Oracle MDM Strategy for Customer Data Quality

Complete and Open

• Best of Breed Data Quality Matching and Cleansing

• Matching – uses “fuzzy” logic and a unique two-stage approach to overcome the

limitations of traditional techniques for 52 languages

• Cleansing – Contains postal address

information for 240 countries and territories • Parsing & Standardisation- input data into

component pieces and, optionally, standardizes them

• Profiling - discovers the quality,

characteristics and potential problems of source data

Embedded best in class Data Quality

Open framework & connectors

• Universal DQ Connector • End to end connector available

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Oracle Product Hub

Trusted Product Data Profile & Correct Catalog Admin & Security Events & Policies Change Management Import Workbench Identification & Cross-Reference Source Data History Blended Record Parse Standardize Enrich Validate Match & De-Duplicate Attributes Policies Trading Partners Catalogs Documents … Publish & Subscribe Transports & Connectors Registry Reporting Access & Search

• Single view of Product, Service, Catalog, BOM, Asset, …

• End-to-End Data Quality • Built in GDSN 1 Sync

• Support Buy-Side, Sell-Side & In-Side business processes

• Multi-Channel Commerce • Mass Maintenance

• Automated processes for product induction and change management • Retail and Comms versions

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Product Data Quality

(Silver Creek Acquisition)

Integrated capability to recognize, cleanse, match, govern, validate, correct and repurpose product data from

any source to any target

Quality Governance – Data Steward Dashboard

Standardize • Std. Classification(s) • Std. Attributes • Std. Descriptions • Translate (inbound) Match • De-duplicate • Merge Repurpose • Translate (outbound) • (Re-)classify • (Re-)standardize • (Re-)format

Exception Management– Validation & Remediation

Enrich

• Classify

• Extract/append info

Semantic Recognition– Contextual understanding & learning

Siebel EBS SAP GDSN Other Users Siebel EBS SAP Custom Apps BI Trusted Product Data S ha re Cons ol ida te Govern Cleanse Product Hub

Comprehensive Product MDM Solution

Embedded Data Quality Engine fully Integrated with Oracle Product Hub

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Oracle Supplier Hub

• Single view of Supplier, Vendor, Partner, Distributor, …

• D&B Integration for complete Supplier knowledge

• Supplier Lifecycle Management integration

• Optimize Enterprise Spend Analysis & Control

• Supports Self service supplier management

• Monitor and enforce standards

Trusted Supplier Data Identity Contacts Profile Locations Products Diversity Services Bank Category Controls

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Oracle Site Hub

Trusted Site Data Lease Administration Site Inventory Mgmt. Enterprise Asset Mgmt. Site Visualization Centralized Data Model Manual Creation Bulk Load Auto Gen Standardize Validation Duplicate Resolution Site Location Attributes Trade Areas Web Services Reporting Access & Search

• Single view of Site, Location • Site Lifecycle Management • Advanced Site Hierarchy Management

• Manage Sites without addresses • Relational mapping of site

information such as competitor • Site mapping and view using Google Maps®

• Ability to integrate to site systems such as property or asset

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Oracle Hyperion DRM

Trusted Master Data

Data Model Agnostic Master Data Repository Business User Interface

Wizard-driven Configuration Bulk Import Incremental Updates Application Templates Blender` SOAP / COM APIs Query & Compare Rules & Validations Hierarchy Management Derived Attributes Merge Changes Change Requests History & Audit Approvals & Workflow Version Control _Granular Security Impact Analysis Attribute Management Web Services Export Profiles Books Reports Export Metadata

• Aligned view of Reference Data, Enterprise Dimensions & Hierarchies • Deep EPM Integration

• Proactive Data Governance

• Intuitive easy to use Business user interface

• Supports financial structure alignment across the enterprise

• IT departments are able to enforce business processes

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Categories of MDM Benefits We Have Benchmarked

From Our Customers Implementations

GROWTH

Improve CRM performance to increase revenue and market share

EFFICIENCY Operational efficiency across multi-functions of an enterprise IT AGILITY Increase IT resiliency in a changing business landscape COMPLIANCE Reduce operational risk and improve

regulatory compliance

CUSTOMERS ON AVERAGE GENERATED 2%-5%

INCREASED REVENUE FROM SALES WITH MDM

EFFICIENCY OF

OPERATIONS INCREASE WITH IMPROVED

PROCESSES AND DATA GOVERNANCE EFFICIENCY OF IT OPERATIONS RESULTING IN GREATER AGILITY OF BUSINESS MODELS OPERATIONAL RISK SCORING AND SHORTER REGULATORY REPORTING

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 2 % increase in insurance premium collected

 12 % reduction in marketing reach costs

 5% increase in cross-sell/up-sell

A Large Global Insurer

MDM Benefits

Benchmarks of Oracle MDM Customer Implementations

 Improved marketing response resulting in increased gift card sales by 5%

 Increased Sales from Loyalty cards customers by 1%

A Large US Grocery Chain

 Improved Inventory levels by 5%

 Reduced order lead times by 2%

 Reduced order returns by 15%

A Leading Manufacturer of Bearings

 Retired 6 legacy apps

 Reduced Integration costs by 20%

A Large Telecom Manufacturer

 Improved marketing campaign response by 15%

 Reduced Sales Order Errors by 20%

A major Big Box Retailer

 96% reduction in risk dealing with denied Parties

 5% reduction in capital allocated to delinquencies

 ROI over 4 years – 106%, Payback Period – 2.1yrs

A Leader in Electricity Transmission & Distribution

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Life Sciences and Healthcare Public Sector

Communications,

Media & Utilities Financial Services

Retail & CPG

1075+ Oracle MDM Customers Across Diverse Industries

PIM

CH

DRM

Health Administration Corp Bogota Mayor‟s Office (Sperbank)

Site Hub

Supplier Hub

Manufacturing & Distribution High

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Governance & Project Control

Scope & Business Requirements

Data Quality & Data Migration Integration, Processes & Workflow Technology & Architecture

Data Center & Operational Considerations Governance Model MDM Vision & Mission Mgmt. Support Project Mgmt Office MDM Resources Availability System & Data Owners Alignment Enterprise Data Model ownership Data Governance & Stewardship Plan Change Mgmt Process Training / Education Phasing Objects/Entities Data Sources Integrated Feeding Application Integrated Consuming Applications Organizations impacted /Channels Globalization (Language, Country, Currency, Time zones) Data segments Data volumes BI / Reporting DQ in Data Sources Data Quality Targets Cleansing Rules Matching Rules Survivorship Rules Centralized or Decentralized Correction Process Cross Reference ID’s Third Party DQ Tools Third Party Data Sources Connectivity / Standards Master / Slave Data Structure Mapping Process Flow Coordination Error Handling Cross Referencing Security (B2B) Reliability Performance / Scalability Flexibility / Cost of Maintenance Upgrades 24 x 7 Availability SLA’s Business Continuity Disaster Recovery High Availability Monitoring Production Guidelines Exception Handling Backup and Replication Capacity Planning Production Migration and Multiple Environments Network / Bandwidth Migration Technology Integration Technology Analytical / BI Technology Sovereign Instance Vs. Joint instance Federation Process Orchestration Guaranteed Messaging and Persistence Performance & Scalability

The Pillars of Success

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MDM Partner Program

Critical for your MDM program’s success

• An ecosystem of 75+ SI‟s globally providing global and regional (DQ) expertise

• Skilled and experienced in

priming Oracle MDM projects or augmenting for niche skills such as DG, DQ, Industry knowledge – full spectrum

• Product co-development partnerships deliver deep implementation expertise and supported products

• Augmentation from Oracle Consulting

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Industry

Thought Leadership Enterprise Grade

Integration Fusion

Governance & Content

• Pre-Cabled , MDM Aware

• Foundation Components

• Tailored for Industry

• Targeted towards Pain Points

• MDM Platform & Fusion MDM

• Fusion Alignment

• Information Data Governance

• Enrich with 3rd _{Party Content}

• Published Benchmarks

• Faster Deployments, Upgrades

• Cloud, Social, Semantic MDM

• Additional Hubs / Domains

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Oracle MDM – Wrap up

Impactful, fast to deploy & lowest TCO MDM solution of the market

• Enterprise grade, flexible, verticalized Hub Applications

• Pre-Integrated & MDM Aware

• Pervasive Data Quality in all MDM Processes and Services

• Best in class Data Governance Solution

• Expansion of MDM Suite – HECH, Supplier Hub/SLM

• Continued Investments in Existing and New Product lines

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