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Transcript of ROI-0502-02
An Introduction to Master Data Management
Neeraj Gokhale
General Manager, MDM
2
Agenda
MDM challenge and approach
TIBCO Collaborative Information Manager
Differentiation
Implementation Learnings/Best Practices
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What is MDM?
MDM is—applications, toolsets and discipline that allow for harmonized master data to be provided to services and business processes across the organization
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Where does MDM fall into the TIBCO Stack
…of data, events, processes, competitors, markets, etc.
Increasing VOLUME
High Performance Integration
Increasing VELOCITY
Increasing VARIETY
BusinessOptimization
BusinessProcess
Management
Service-Oriented
Architecture
Enterprise Information
Management
High Performance Integration
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Representative CIM Customers
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Business Drivers for MDM
Lack of consistent information across transactional applications
Lack of automated processes or controls in place to validate and manage data
Growth (organic or by acquisition) creates data fragmentation
Customer mandates, regulatory requirements for standards based master data synchronization with trading partners
Challenges Breakdowns in transactional processes
• Delayed time to shelf
• Inaccurate customer targeting
• Inability to assess counterparty risk
• Delays in provisioning services
• Increase in order to cash cycles
Inability for IT to innovate quickly and cost effectively to support business imperatives
Re-work on errors in information require a lot of expertise and support
Downstream data errors cost much more than fixing them at source
Business Impact
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Technical Drivers for MDM
Disparate, uncoordinated enterprise systems• Serving functional silo needs• Cross functional inefficiencies• Disconnected business decisions
Need for composite processes and applications• Competitive advantage – business driver identified• Referential integrity critical• Cross “silo” processes and analysis – Internal and External
System Migration / Consolidation – Reduce TCO• Requires data harmonization across systems • Reduces Risk
Need for complete, richer superset of information• Expanded capabilities• Bridge to modern solution sets
Collaboration with trading partners
Goal: Alignment of complete and accurate information
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Harmonized Reference –the preferred approach
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TIBCO Collaborative Information Manager (CIM)
TIBCO CIM is a MDM Application• Business users use the application directly• Template approach
- Data models- Validations and transforms- Business processes (Add, Modify, Mass Load, Synchronize)
Leverages current investments in existing TIBCO Infrastructure• Out of box support for TIBCO EMS, TIBCO BC• Embeds BE as core rule engine
TIBCO CIM leverages current and future application investments• Multiple deployments alongside SAP and other infrastructure software (IBM,
BEA, Oracle, Cyclone Commerce, CA etc.)
Enterprise class deployments• Multiple enterprise production deployments• Broad use cases
Active partnerships with Large SI’s – Accenture, Infosys, WIPRO
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Critical Capabilities for Master Data Alignment
Extensible Repository• Central or virtual store for reference, w/ common definition• Cross indexing as required• Validation – data and contextual
Information Management• Consistent creation to consumption processes• Interdepartmental and inter-system processes
Internal Synchronization• Process integration for internal systems• Accurate, reliable propagation to downstream systems• Fault tolerance and recoverability
External Synchronization• B2B integration for trading partner synchronization
Compliance and Reporting
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JMS/XMLJMS/XML
•Master Data•Relationships•Hierarchies•Authoring•Validation•Workflow
Architecture
CallCenter
Sales
CustomerSupport
Partner
Website
SalesFinanceProcurement
Cust. Supp. ContentMgrsIT
Ente
rpris
e Se
rvic
e B
us
Ente
rpris
e Se
rvic
e B
us
File Extract
BatchReal-Time
BatchReal-Time
File Extract
TIBCO Collaborative Information manager
CRM
RichUnstruct.
Information
Trade
External Feed
Legacy
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ESB ESB
EIM
CIM – Enterprise Landscape
TIBCO DXData Quality
TIBCO SMCross
Referencing
TIBCO BCPartner
Synchronization
CustomerSupport
SFA
CustomerWeb Site N-Tier
DistributionPartner
Demand-sideTradingPartner
Subsidiary
TIBCO CIMMaster Data Management
Customers Vendors
Products
Information Management Business Processes
CompositeApplications
TIBCO General Interface/Portal Builder
Business Process Orchestration
Web Services
SupplyChain
PLMN-TierSupply Chain
Partner
Supply-sideTradingPartner
ERP
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Key Tenets of TIBCO CIM –MDM approach
MDM is a process problem
Business owners, participate in the data management and governance process
CIM manages the “super-set”, neutral master data in a harmonized repository
• Cross references for individual systems• Syndication profiles customize data, definitions, for individual destinations
Event based architecture• Data aggregation, enhancement, maintenance and approval processes• State-full data synchronization
Distributed data management• MDM distributed across instances = multi-tier data management• Processes could reside in other applications – CIM coordinates.
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Product VendorSecurities /Accounts
Customer / Clients
TIBCO CIM StrategicData Domains
Extensible Information Repository
Information Choreographer
Multi-channel Synchronization Manager
Interaction Manager
Reporting & Business Intelligence
TIBCOCIM Application
ComponentsEn
ergy
Fina
ncia
l Svc
s
Man
ufac
turin
g
Ret
ailVertical
Industries
Hea
lth C
are
Telc
o
Dis
t. &
Log
.
Aut
o
Hig
h Te
ch
Med
ical
Equ
ip.
CIM Platform Capabilities And Industries
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Critical Needs for MDMTIBCO CIM CapabilitiesExtensible Information Repository• Full CIM schema with roles, users, labels etc. Administrators add attributes only• Multiple custom classifications (by credit rating, by geography, by type etc.)• Flexible relationships (variants, contains, etc.)• Object and value based security
Information Lifecycle Management• Out of the box Pre-ERP New record introduction, record change processes• Validation rules applied in UI and in business process• Email alerts, escalations, timeouts, parallel data entry• Vacation routing, re-assignment of work• Configurable PDF generation as part of business process• Reminder schedules for different parties in business process
Internal Alignment• Multiple successful back-end integrations in production• Feed data in or out of back-end systems (File Based, Integration Broker based)• Integration as part or workflow or batch• Single Sign on with LDAP middleware
External Alignment• One click state based synchronization• Out of the box peer to peer (CIM to CIM) standards and process based integration• Synchronization with trading partners (UCCnet (1Sync), WWRE, Transora(1Sync)
Reporting, Business Intelligence & Auditing• Audit of versions and event information
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Technology Stack
HardwareOS
Application Server
DB Files
TIBCO CIM Application
Co
mm
un
icato
r
Web Server
QueuesJDBC
Web
L
ayer
App
licat
ion
Lay
erD
ata
Lay
erJava Read/Write
JMS
Web Server:Apache 1.3 or aboveIBM HTTP Server
Application Server:WebSphere 5.1 (incl ND)WebLogic 8.1Websphere 6 on WindowsJBOSS
DB Server:Oracle 9, 10DB2 UDB 7.2
Messaging Bus:TIBCO EMS 4.X, MQSeries 5.3Other JMS
Operating Systems:Linux ES3 and AS3AIX 5.2 and 5.3Solaris 9
HPUX 11Windows 2003
JDK 1.4 and above
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TIBCO CIM – Key Technical Differentiators
Event based Real-time architecture
Cross-enterprise workflows
Federated Ownership and Authoring
Flexibility of data model - Attribute addition/modification is instantly available
• To the validation engine, workflow engine and UI.
Flexible integration support • from sophisticated ESB technologies to simple file based extracts using “watched
directories”
Sophisticated syndication model• State sensitive customized syndication
Compliance – Rich versioning and auditing
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Differentiators
TIBCO is the proven and leading best of breed vendorGartner: Only company in leadership position in Integration/BPM/Backbone & Web ServicesForrester: Recognized as the leader in Integration and ESBIDC: One of only 2 vendors with more than 10% market share
Proven
TIBCO has a comprehensive product set to achieve EIM for SOAMaster Data Management (CIM), Cross-Referencing (Smartmapper), Secure B2B messaging (BusinessConnect), Extract Transform and Load (DataExchange)Business Orchestration (BusinessWorks), BPM, Rich Client Interface (GI, PortalBuilder)
Comprehensive
Recognized need to manage enterprise information outside dominant applications – also in distributed fashion
Applications are geared to transactional processing, not superset data mgmt.
Distributed/Independent
TIBCO CIM solves the data ownership, governance and process changes around master data to enable continuous data quality
Process/Governance
TIBCO’s single platform approach to multi-domain information management provides the lowest TCOSingle platform can manage vendors, customers, products, counterparties, etc.
Multi-Domain
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Key Benefits
Common platform for all master (reference) data (Product Security, Client, Vendor, Counter-party…)
Business process enablement and enforcement of data management processes
Version control, Audit trail and Compliance
Scalable syndication model with state sensitive customized syndication to each destination
Flexible data model and repository
Data load from industry feeds (1Sync, D&B, Bloomberg etc)
Consistent master data across the eco-system
Master Data exposed as Service for the SOA
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Analyst Endorsement—Forrester
TIBCO Collaborative Information Manager
Implementation Best Practices
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MDM can not be just an IT Initiative
GOVERNANCE IS KEY FOR SUCCESS- PARTNER W/ BUSINESS
MDM Drives real business benefits
Business benefits should be used to garner business people’s support and commitment to the project
Successful MDM needs active participation from the business• Prioritization • Focus on the right data sets and processes• Participation in the data governance process• Ongoing data management becomes their responsibility
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Best practices for MDM
1. Identify the processes that are critical to YOUR business1. Supply Chain2. Customer Service3. Provisioning
2. Identify the data/attributes that are relevant to those processes
3. Adopt standards if they exist
4. Define governance policies – make them a part of your business mindset
5. Identify and benchmark key success metrics
6. Automate the process
7. Communicate, Communicate, Communicate – Change management within the company and across the ecosystem is essential
8. Do not oversell - set expectations that this is a journey!
9. Ensure that scalable technology is in place1. Data model extensibility – add attributes as you need them!2. Process flexibility – rapidly change processes as per business requirements3. Standards compliance 4. Platform to scale as needs grow
Thank You
5/24/2007 25
Case Studies
5/24/2007 26
Coca Cola
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Customer Case Study
Business Challenge• Single “face” to retailers
- Common Product Information- Common/coordinated price and promotions- Consistent information across trading partners
• Distributed organization - 80 bottler network- Coordination of product introduction processes- Compliance with regional bottler agreements- Enforcement of partner business rules
• Strategic sourcing across geographies- Multiple instances of ERP and ops systems- Lack of consistent enterprise master data- Inability to perform vendor spend analysis
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Customer Case Study
Solution• Central Coke brand information management
- Brand assignment and creation & industry collaboration • Shared bottler collaboration system
- Consolidated bottler information w/rights and permissions - Process for region-specific product introductions
• Enterprise Vendor information management solution- Automation/coordination of vendor requisition processes- Vendor spend analysis & management rules
Benefits• $15–20 MM annually – invoice discrepancies• $30MM annually – deductions• Reduction in fines - $120 per SKU/month/retailer location• Reduce number of active vendors by over 55%• Spend analysis will reduce yearly procurement costs by $70.9M
5/24/2007 29
Shell Energy Trading
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Case Study – Energy Trading
Trading application infrastructure is fragmented• M&A = Over 250 applications + 40+ instances of SAP
- Trade discovery, Trade Execution, Trade Settlement• Recognized need for a Enterprise Service Architecture• Master data (vessels, locations, counter parties etc.) are replicated in each system• Growing by acquisition with a lot of Joint Ventures and Partnerships create need for sharing
master data
Process around master data is broken• Realized that until process for maintenance of master data is broken, the data will never be right
- New Location introduction, New Counterparty introduction etc.• ~100 people around the world manage master data as their primary job
Collaborative Information Manager• Store all master data in CIM• Manage processes for master data introductions and change management• Versioning, validations as part of business process• Deploy with integration framework to synchronize with transactional systems• Near real time, batch or file based integration
Screenshots
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Multiple Data Domains
-TIBCO CIM can support multiple data domains from a single platform. -In this example a customer is managing their Account Master, Client Master, and Securities Master. -This lowers TCO as well as provides the ability to leverage relationships between data domains, such as between an account and a client.
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Multiple Classifications
-TIBCO CIM provides the ability to classify a catalog, in this example an Account Master, by any number of classification methods –Account Type, Exchange, Geography etc.-Classifications can be dynamically generated based on attribute values and do not have to be hard-coded before hand.
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Account Entry / Modify with Validations
-Attributes are grouped for ease of use-Screen is metadata-driven and adjusts accordingly if data model changes such as adding a new attribute-User based security enforced at the attribute level – user can only see/modify what they have permission to do -Drop down boxes are provided to enforce data entry validation-Validation can be syntactic or contextual, for example, this client can only open this type of account- Valid value lists can be stored locally or can link to an external source
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Validation Errors
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Compare a record against past versions
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Business Process Configuration
-Easy to use GUI to configure information management processes and workflows such as adding a new account or modifying a customer address.
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Inbox Example (Review, Edit and Approve)
-Users can view their daily work items and drill down to take necessary action such as input data required by them or approve a request such as a new account introduction.
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Rich Workflow Capabilities –Launch Reminder & Escalation
60 days15 days
14 days14 days
60 days15 days
---
60 days15 days
---
60 days15 days
3rd
Reminder (user & mgmt.)
90 days30 days
20 days20 days
90 days30 days50 days
90 days30 days
40 days
90 days30 days
2nd
Reminder(user & mgmt)
Planner45 days45 days
RegularRush
Materials Management
Cost Accountant
30 days30 days
RegularRush
Finance
MCM110 days45 days60 days
RegularRush
DisplayMarketing
GPS Engineer110 days45 days
RegularRush
Packaging
DSM45 daysDisplayDisplays
MSM110 days45 days
RegularRush
Manufacturing
Sent to1st
Reminder(user)
Launch TypeDepartment
60 days15 days
14 days14 days
60 days15 days
---
60 days15 days
---
60 days15 days
3rd
Reminder (user & mgmt.)
90 days30 days
20 days20 days
90 days30 days50 days
90 days30 days
40 days
90 days30 days
2nd
Reminder(user & mgmt)
Planner45 days45 days
RegularRush
Materials Management
Cost Accountant
30 days30 days
RegularRush
Finance
MCM110 days45 days60 days
RegularRush
DisplayMarketing
GPS Engineer110 days45 days
RegularRush
Packaging
DSM45 daysDisplayDisplays
MSM110 days45 days
RegularRush
Manufacturing
Sent to1st
Reminder(user)
Launch TypeDepartment
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Administration – User / Roles Management
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Manage External Data Sources / Feeds
-Manage external data sources for-Mass Updates-External data providers such as Reuters, Bloomberg, etc. -Valid Value lists
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Event Log
-Detailed event log is maintained for trouble shooting as well as compliance and auditing