2013 07 11 State of North Dakota Mdm Overview
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Transcript of 2013 07 11 State of North Dakota Mdm Overview
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© 2012 IBM Corporation
InfoSphere MDM What’s new in Standard Edition/Advanced Edition July 2013
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© 2012 IBM Corporation
Topics for this session
What is MDM? –A very brief refresher
InfoSphere MDM Editions/Components
What’s New in InfoSphere MDM v 8.x - 10.1 Standard Edition
What’s New in InfoSphere MDM v11.0
Bundled Software – “Supporting Programs”
Technology Stack – What has changed?
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© 2012 IBM Corporation
IBM INFOSPHERE PRODUCT STRUCTURE
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© 2012 IBM Corporation 4
What is Master Data? Master data is the high-value, core
information used to support critical business processes across the enterprise
Master Data is business critical information about customers, suppliers, partners, products, materials, employees, accounts and more
Why is it important? Master Data is at the heart of every
business transaction, application and decision
Quality of data degrades over time and negatively impacts key business processes if Master Data is inaccurate, missing, duplicated or incomplete
What is Master Data? Why is it important?
Customer
Person
Prospect
Citizen
Member
Provider
Employee
Company Trading Partner
Organization Supplier
Distributor
Vendor
Office
Product
Service Financial Account
Agreement
Contract
Assets
Locations
Manufactured Goods
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© 2012 IBM Corporation 5
Regulatory Compliance
Marketing/Sales Interactions
Billing
New Product Introduction
Financial Planning
Back office Systems
Fraud Avoidance
Client Service/ Care Client Self
Service
Critical business processes leverage master data
Optimizing the business with right-time information
Ensuring all systems have consistent & complete information in real time
Maximizing client satisfaction & revenue opportunities
Understanding the choices & planning with accurate information
Enrich
Security
Search Stewardship
Hierarchies
Tools
Operational
End to End Master Data Management Authoring
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© 2012 IBM Corporation 6
Align MDM goals to key business priorities
Comply with Regulations e.g. Improve privacy preference compliance by 10%
Improve Client Service e.g. Reduce time to search for clients by 58%
Lower Operational Costs e.g. Decommission 2 of 3 CRM systems
Improve Business Agility e.g. Integrate new systems (M&A) in weeks
New Market & Product Strategy e.g. Increase campaign yields by 5%
What business issues matter most to your clients?
Optimize Cross-Sell & Up-Sell Processes e.g. Increase average deal size by 2%
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© 2012 IBM Corporation 7
Address key IT initiatives with MDM
Duplicate data in customer/product master database
Reports based on missing or incorrect information
Aging systems that are difficult to decommission Incomplete and
inconsistent master data
Enterprise processes using untrusted, inaccurate information result in inefficiency and low quality decisions
What IT issues reduce trust?
Incorrect customer addresses used for invoicing process
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© 2012 IBM Corporation
IBM InfoSphere MDM v11 Product Structure Editions and Components
Enterprise Edition Comprehensive address all your MDM needs with a single comprehensive solution
Collaborative Edition Collaborative Authoring streamline workflow activities across users involved in authoring and defining master information
Advanced Edition Strategic strategically transform your organization through improved business processes and applications
Standard Edition Registry delivers business value for MDM projects with the quickest time to value
IBM InfoSphere Master Data Management
Custom Domain Hub Stand Alone
Enables delivery of trusted information based on custom
data domains
Reference Data
Management Manage and define reference data as
an enterprise standard
Editions Chargeable Components
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© 2012 IBM Corporation
IBM InfoSphere MDM – A Comprehensive Offering
Individual Hub
Collaborative Hub
Individual Hub
Organization Hub
Product Hub
Account Hub
Custom Domain
Hub
Organization Hub
Product Hub
Account Hub
Custom Domain
Hub
Organization Hub
Product Hub
Account Hub
Custom Domain
Hub
Enterprise Edition
Advanced Edition
Standard Edition
Collaborative Edition
IBM InfoSphere MDM
Custom Domain Hub Stand Alone
Individual Hub
Provider Hub
Provider Hub
Patient Hub
Patient Hub
Reference Data Management Hub
Chargeable Components (independent of
editions)
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© 2012 IBM Corporation
InfoSphere MDM – Match use case requirements with Editions
All common MDM domains – customer, citizen, supplier, employee, product or service, asset, financial, location All MDM Implementation styles – virtual, hybrid or physical master repository,
collaborative authoring MDM Powered Solutions Framework Fully pre-built, modifiable pre-built, or build-it-yourself platform
Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models – data and relationships Business Services – enable processes to easily leverage master data Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework
Virtual master registry master repository Flexible and Extensible Data Model – built and optimized for MDM Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework
Collaborative Processes – workflows for collaborative authoring tasks Flexible Data Model – Catalogs, Category Hierarchies, Attributes, Relationships Extendable Authoring UI – business user interface for authoring / search Data Synchronization – imports and exports with deltas and versioning
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© 2012 IBM Corporation
InfoSphere MDM – SE and AE core offerings for Operational MDM
Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models – data and relationships Business Services – enable processes to easily leverage master data Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework
Virtual master registry master repository Flexible and Extensible Data Model – built and optimized for MDM Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework
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© 2012 IBM Corporation
WHAT’S NEW IN INFOSPHERE MDM V 8.X - 10.1 STANDARD EDITION
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© 2012 IBM Corporation
What’s New in InfoSphere MDM v 8.x - 10.1 Standard Edition
Data Stewardship Enhancements – Inspector Usability – Data Manager Capability – Implementation-Defined Tasks – Operational Reports
Information Consumption – Enhanced BPM Integration -- Governance and Data
Stewardship work flows – MDM Application Toolkit Enhancements
Master Data Governance – New Master Data Policy Management including
Policy Enforcement and Monitoring
Core MDM Capabilities – Event Management – Information Server (IA, Discovery) bundled
IBM InfoSphere MDM – Standard EditionIBM InfoSphere MDM – Standard Edition
IntegrationSolutions Framework
Data Stewardship Master Data Engine Data Model
Components BlueprintsComponents Blueprints SOA Java.Net IndustrySOA Java.Net Industry
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© 2012 IBM Corporation
Data Stewardship
Inspector Usability enhancements – Inbox – Search by Linkage status – Ability to compare records and view match score
Ability to define and resolve custom tasks – Examples: tasks for data that is missing,
invalid, or conflicting
Data Manager role – Create ‘tags’ to categorize tasks – Use tags to assign tasks to specific users/groups
New operational reports – Duplicate Summary Statistics – Outstanding Task Count by Source and Task Type – Assigned Task Count by Owner and Task Type – Task Count by Tag Type
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© 2012 IBM Corporation
Custom Task Examples
• Provider: NPI Discrepancy
• Location: Departmental Move
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© 2012 IBM Corporation
Customer Service
Master Data
1. Trust your data
2. Ensure completeness
3. Collaboratively author
4. Reduce data errors and improve consistency
5. Manage customer privacy preferences
6. Manage risk
7. Introduce new products quickly
8. Identify key relationships and hierarchies
9. Identify high value customers
10. Real-time visibility
Customer Benefits:
• Increase revenue
• Reduce costs
• Increase Agility
• Decrease risk / Improve Compliance
Information Consumption: MDM Provides Trust to the Chaos
MDM
1
2
3
4
5
6
7
8
9
10
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© 2012 IBM Corporation
Executive Management
Customer Service
Data Steward
Account Administration
PROCESS
1. Automate workflow & decision making
2. Reduce errors and improve consistency
3. Standardize resolution across geographies
4. Leverage existing systems and data
5. Monitor for business events and initiate actions
6. Real-time visibility and process control
Customer Benefits:
• Huge Reduction in Manual Work, Errors
• Faster, More Consistent Issue Resolution
• Easier to Manage the Business
• Consistent Case Handling
BPM Brings Order to the Chaos
RULES
1
2
3
4
5
6
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© 2012 IBM Corporation
BPM Express Process Designer
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© 2012 IBM Corporation
Policy Enforcement
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Master Data Policy Monitoring & Enforcement
Policy Monitoring
Administer Policy as KPI & Metrics
Administer Policy as Business Rules
InfoSphere MDM
InfoSphere MDM
• Monitor master data • Early issues recognition • Inform remediation
policies
• Workload distribution & assignment
• OOTB Remediation processes and activities
• Integration Toolkit
BPM Express Cognos
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© 2012 IBM Corporation 20
Policy Monitor Summary Report
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© 2012 IBM Corporation
Example of System-To-Golden-Consistency Report
Describes how well records from a source compare to the “Golden” view of your entities
Shows how this can change over time
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© 2012 IBM Corporation
Event Notification Goals
Need a ‘real-time’ way of publishing out entity changes Need notification when a member attribute changes for batch processing
WebSphere MQ
Queue 1 Queue 2 Queue 3
Event Notification
Hub
Messages
Entity A Entity B Entity C Entity D
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© 2012 IBM Corporation
Event Notification: Logic Diagram
23
Entity A Entity B Entity C Entity D
.
.
.
.
Record A Record B Record C Record D Record E Record F Record G
.
.
.
.
Hub Generates Event Notification Messages Users
List of Events: • Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink • Entity: create, update, delete • Task: create, update, delete, resolve
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© 2012 IBM Corporation
Configuration
Filter Options Event Type
What types of events are interesting to the organization? • Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink • Entity: create, update, delete • Task: create, update, delete, resolve
Composite View
The Composite View for notification messages (and change detection)
Other Items
• (T/F)Publish only if the notification is not a duplicate of a previously sent message •(T/F)Publish only those attributes that have changed since the last message was sent. •(T/F)Include members that comprise the entity
24
Event Work Manager
Event Queue
Event Handler
Event Manager
Updates: -Entity Manager -SDK
Configuration
Log History
Hub
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© 2012 IBM Corporation 25
What’s New in IBM InfoSphere Master Data Management v11
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© 2012 IBM Corporation
InfoSphere MDM Strategy
Single Solution
Designed for Big Data
Accelerate Time-to- Value
Govern Inside & Out
Embrace New Era of Computing
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© 2012 IBM Corporation
InfoSphere MDM Strategy
Designed for Big Data • Scale into the billions of
records • Combine structured master
data with insights from unstructured data
• Integrate with IBM’s capabilities for exploring and visualizing big data
Accelerate Time-to-Value • Simplify implementation
process • Pre-built accelerators • Easily adjust MDM
implementation ‘style’ • Built into broader IBM solution
offerings
New Era of Computing • MDM ‘patterns’ for IBM Pure
Application System • Expose master data easily to
mobile platforms • Exploit mobile-device
generated data as part of master data (e.g. geolocation)
Govern Inside & Out • Built-in governance
capabilities unique to MDM • Integrated to IBM InfoSphere • Support both ‘passive’ and
‘active’ governance of master data
• Support OOTB governance policies + client-unique policies
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© 2012 IBM Corporation 28
Transforming InfoSphere MDM into a unified MDM solution
2010
Initiate MDS
MDM Server
MDMS for PIM
• Separate products targeted to different MDM use cases
• Best of breed acquisitions
2011-2012
• Single MDM offering • Common matching engine • Advanced Catalog
Management for attachment to WebSphere Commerce
2013
Operational Server
Virtual & Physical Modules
V9
V10
V11
InfoSphere MDM
InfoSphere MDM
Initiate MDS
MDM Server
Collaboration Server
Collaboration Server
• Unified virtual and physical technology into single server capable of supporting multiple MDM use cases
• Hybrid MDM • Modularity
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© 2012 IBM Corporation 29
InfoSphere MDM V11 New Features & Functionality
Virtual, physical and hybrid MDM styles in a single instance Modular implementations and upgrades Collaborative authoring UI enhancements
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
Augment master data with unstructured text Expanded patient hub to include clinical attributes
Accelerate Time to Value
Designed for Big Data
Governance Inside & Out
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© 2012 IBM Corporation 30
Accelerate Time to Value
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© 2012 IBM Corporation
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
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© 2012 IBM Corporation 32
Business Use Cases Benefit from Hybrid MDM
Prospect Hub
Customer Hub
Thin amount of prospect
attributes – Registry
Approach
Persist large number of customer attributes
Centralized Approach
InfoSphere MDM
Maintain and move prospect and customer information
seamlessly in a single solution; persist information
Hybrid Approach
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© 2012 IBM Corporation 33
Business Use Cases Benefit from Hybrid MDM
Immediately Post Acquisition
Business Processes Integrated
Thin amount of prospect
attributes – Registry
Approach
Persist large number of customer attributes
Centralized Approach
InfoSphere MDM
Maintain and move prospect and customer information
seamlessly in a single solution; persist information
Hybrid Approach
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© 2012 IBM Corporation 34
Designed for Big Data
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© 2012 IBM Corporation
MDM and Big Data Must Work Together
Master Data Management
Core Big Data Technologies
MDM creates context for big data.
MDM system provides trusted information and operationalizes insights
from big data
Big data creates context for MDM.
Big data provides new
insights from social media and other sources for
customer profile
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© 2012 IBM Corporation 36
Big Data Exploration Find, visualize, understand all big data to improve decision making
Enhanced 360o View of the Customer Extend existing customer views (MDM, CRM, etc) by incorporating additional internal and external information sources
Operations Analysis Analyze a variety of machine data for improved business results
Data Warehouse Augmentation Integrate big data and data warehouse capabilities to increase operational efficiency
Security/Intelligence Extension Lower risk, detect fraud and monitor cyber security in real-time
The 5 Key Use Cases
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© 2012 IBM Corporation 37
InfoSphere MDM – Correlating Unstructured Data
CRM
ERP
Orders
Structured Data Unstructured Data
Name Address Phone number Purchase history
Customer sentiment Contact history Issue resolution
status
InfoSphere MDM • Discover linkages between text
and relevant master data entities
• Link to additional information • Investigative tool for text
analysis • Complete, accurate and timely
views
Benefits • Enhanced customer service • Quicker, more accurate issue
resolution • Increased upsell/cross
opportunity
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© 2012 IBM Corporation 40
Governance Inside & Out
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© 2012 IBM Corporation
Policy Monitoring and Policy Enforcement are Coming Together
41
In this example AL = 19.0 and the Completeness Score = 18.5 The record does not meet criteria SSC Completeness > AL + Delta
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© 2012 IBM Corporation
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 – Master Data Policy Monitoring (MDPM) – Improved – Master Data Policy Remediation (MDPR) - Improved – Master Data Governance Dashboard (MDG) - New
Master Data Governance in MDM 11
Enforce
Monitor
Identify
Remediate
policy rules through Master Data Policy Remediation
the effectiveness of your rules through Master Data Policy Monitoring
quality issues through Master Data Policy Monitoring and the MDG console
data quality issues through Master Data Policy Remediation and the MDG console
Monitor
Identify
Remediate
Enforce
Data Quality
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© 2012 IBM Corporation
MDM & BPM Widgets
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© 2012 IBM Corporation
Integration with Information Server – enhanced and new in v11
InfoSphere MDM
Individual Product
Account Organization
Reference
Reference Data Management
InfoSphere QualityStage
InfoSphere Information Analyzer
InfoSphere Metadata Workbench
InfoSphere Data Click
InfoSphere Business Glossary
Information Server
Definitions for reference data sets
Export wizard for data lineage
IA sample for MDM
Address standardization
Defined pattern
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© 2012 IBM Corporation 45
MDM and Information Server Bundling
Versions of MDM Release Date IIS bundling Restrictions
MDM v11.0 ** (All Editions)
June 2013
Information Server for Data Quality Edition 9.1 (Information Analyzer, IA Workbench, InfoSphere Discovery, QualityStage, Blueprint Director, Metadata Workbench, and Information Services Director)
Can only be used to support MDM program as defined in the license Included*: • 480 PVUs • 2 Authorized Users • 5 unique data sources for InfoSphere Discovery * More entitlements can be purchased separately
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© 2012 IBM Corporation
Integration Flow – MDM & Data Quality
46
Sources
Applications
Databases
xls, xml, Flat Files
Data Warehouses
z Systems
CRM
Data Warehouses
eBusiness
ERP
Consuming Applications
Data Validation Standardize & Cleanse
Match & Link Monitor & evaluate
IBM Infosphere Information Analyzer
IBM Infosphere Quality Stage IBM Infosphere Master Data Management
Discover and Cross source analysis
IBM Infosphere Discovery
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© 2012 IBM Corporation
BUNDLED SOFTWARE
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© 2012 IBM Corporation
InfoSphere MDM v10.1 – Supporting Programs
Bundled software (EE, AE, SE, CE): – IBM InfoSphere MDM Application Toolkit V10.1 – IBM DB2 Enterprise Server Edition V10.1 – IBM WAS Network Deployment V8.0 – IBM WebSphere MQ V7.0.1 – IBM WebSphere Portal Server 7.0 – IBM Content Integrator 8.6 – IBM Tivoli Directory Server V6.3 – IBM Rational Software Architect for WebSphere Software V8.0 – IBM Cognos Business Intelligence V10.1 Components – IBM InfoSphere Blueprint Director V2.0.1 – IBM Process Server Express V8.0 – IBM Process Center Express V8.0 – IBM Process Designer V8.0 – IBM InfoSphere Discovery 4.6.1 – IBM InfoSphere Information Analyzer 8.7 – IBM WebSphere Message Broker v8.0 – IBM WebSphere Message Broker Connectivity for Healthcare v8.0.0.1
Note: CDH Standalone and RDM have different set of bundled software … Consult License Information document for the details
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© 2012 IBM Corporation 49
Supporting Programs
Make it easier for customers to deploy an MDM environment
There should not be an expectation that all deployment scenarios are supported with the Supporting Programs
Limitations/Restrictions: – Primary Limitation – Only when in support
of InfoSphere MDM – Product-specific limitations (see LI); some
key ones: • Rational Application Developer – 2
Users • Business Process Manager – PVU
and User restrictions • Information Server – PVU and number
of sources
Important Note: LI for Supporting Program is in effect
Supporting Programs include with InfoSphere MDM v11.0 (all Editions) IBM WebSphere Application Server Network Deployment V8.5 IBM WebSphere Application Server Base 8.5 IBM DB2 Enterprise Server Edition V10.1 IBM WebSphere MQ V7.5 IBM WebSphere Portal Server 8.0 IBM Content Integrator 8.6 IBM Tivoli Directory Server V6.3 IBM Rational Application Developer for WebSphere Software v8.5 IBM Cognos Business Intelligence V10.1.1 IBM Cognos Business Intelligence Modeling v10.1.1 IBM Cognos Supplementary Language Documentation v10.1.1 IBM InfoSphere Blueprint Director V2.2 IBM Process Server Express V8.0.1 IBM Process Center Express V8.0.1 IBM Process Designer V8.0.1 IBM InfoSphere Information Server v9.1 for Data Quality IBM WebSphere Message Broker v8.0.0.1 IBM WebSphere Message Broker Connectivity for Healthcare v7.0.0.2 Capilano Components (IBM Installation Manager/IBM Packaging Utility) 1.6
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© 2012 IBM Corporation
TECHNOLOGY STACK
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© 2012 IBM Corporation
Technology Stack v10.1
Key Changes – Platforms removed for SE and AE – WebLogic – HP-UX
Collaborative Advanced StandardOperating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1
Solaris 10 10 10SuSE/Intel 11 11 11RedHat RHEL/Intel 5, 6 6 6HPUX N/A N/A N/AzOS N/A N/A N/ASuSE/zLinux N/A 11 11RedHat RHEL/zLinux N/A 6 6Windows Server N/A N/A 2008 R2
Application Server Apache Tomcat N/A N/A 7.0.12+WAS 8.0.0.3 8.0.0.3 8.0.0.3WebLogic 11g R1 (10.3.5 or later) N/A N/A
Database DB2 9.7, 10 9.7, 10 9.7, 10DB2 for z/OS N/A 9.1, 10 10Informix N/A N/A LimitedOracle 11g R2 11g R2 11g R2SQL Server N/A N/A 2005, 2008
Other Workbench Windows O/S XP, 7 7 7Internet Explorer 8, 9 8, 9 8, 9Firefox N/A 10 10JDK 1.6 1.6RSA, RAD 8.0.4 8.0.4 8.0.4MQ 7.1 7.1 7.1Information Server 8.7 8.7 N/A
1.6 (SR10FP1)
N/A N/A
10
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Technology Stack v11
Important changes to note:
–Linux for System z (all Editions)
–WAS v8.5 (needed for OSGi support)
–Database Support v9.7 and v9.8 PureScale, v10.1 (incl. PureScale feature)
–Installation Manager
–RAD (and RSA)
Collaborative Advanced Standard
Operating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1
Solaris (SPARC) 10 10 10
SuSE (x86-64) 11 11 11
RHEL (x86-64) 6 6 6
SuSE (System z) 11 11 11
RHEL (System z) 6 6 6
Windows Server N/A N/A 2008 R2
Application Server WAS 8.5.0.2 8.5.0.2 8.5.0.2
WebLogic 11g R1 (10.3.5 or later) N/A N/A
Database DB2 9.7, 10.1 9.7, 10.1 9.7, 10.1
DB2 for z/OS N/A 9.1, 10.1 10.1
Oracle 11g R2 11g R2 11g R2
SQL Server N/A N/A 2008, 2012
Other (Development / Integration) Installation Manager 1.5.3 1.5.3 1.5.3
Workbench Windows O/S XP, 7 7 7
Internet Explorer 8, 9 8, 9 8, 9
Firefox N/A 10 10
BPM N/A 8.0.1 8.0.1
JDK 1.6 1.6 1.6 (SR11)
RAD 8.5.1 8.5.1 8.5.1
MQ 7.5 7.5 7.5
Information Server N/A 9.1 N/A
Dojo 1.7 1.8 1.8
Most current information on-line – See “System requirements for InfoSphere Master Data Management“ page
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Summary & Resources
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© 2012 IBM Corporation
The MDM Optimization Program bridges the gap between setting an MDM vision and identifying the technologies best suited to drive successful implementations and continuous results
IBM Master Data Management Optimization Program
Program Overview A no cost, business assessment of you current MDM strategy by IBM Product Managers An efficient quality assurance program for MDM solutions Gap analysis of resource and skill sets and ways to address Recommendations and best practices based on current and future environment Approach to achieve continuous validation of business case and value proposition
Strategic roadmap and solution architecture
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Why IBM InfoSphere Master Data Management?
Complete
All domains, styles, use cases, industries
Master data governance
Pre-built, extensible and customizable data models and services
Flexible
Virtual, physical and hybrid styles in a single solution
Collaborative workflow
Reference data management
Entity resolution
Proven
#1 market share 800 + customers Lowest risk,
Quickest time to value
Global reach Scalability,
performance
Accessible
Designed for big data
Cloud and mobile options
Integration across InfoSphere solutions
Optimized for real time
InfoSphere Master Data Management Improves operational and analytical systems
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Thank You