MASTER DATA MANAGEMENT

Offerings & Benefits

10/3/20132

TekMindz

Snapshot TekMindz is an IT consulting & technology services company with headquarters in India, serving clients across Asia/Pacific, Middle East, North America and Africa. Bringing together people and processes across diverse sectors for organizations around the world, TekMindz enables business enterprises and governments to most effectively serve their customers and citizens.

© Samin TekMindz, India Pvt. Ltd.

About Us

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• An approach that decouples master information from individual applications and unifies it

• Becomes a central, application- and process-neutral, resource

• Ensures consistent,up-to-date master information across business processes, transactional and analytical systems

• Addresses key data issues such as governance, quality and consistency proactively

• Simplifies ongoing integration tasks

and new application development

What Is Master Data Management?

Customer

Person

Prospect

Citizen

Member

Provider

Employee

CompanyTrading Partner

Organization Supplier

Distributor

Vendor

Office

Product

Service Financial Account

Agreement

Contract

Assets

Locations

Manufactured Goods

What data are we talking about?

CustomerCitizen Organization SupplierProduct Account

ID Last First Street Attribute N…

CRM123 Jones B. 35 West 15th …

ERP789 Jones William 35 West 15th …

SYS456 Jones Billie 36 West 15th …

Prod ID Short

Description

Prod

Category

Prod

Class

Unit of

Measure

1234 Phillips Head

Screwdriver

SD-01 PH-01 Each

1244 Slotted Head

Screwdriver

SD-01 SH-01 Each

1254 Hex Head

Screwdriver

SD-01 HH-01 Each

Gender

Code

English Spanish

0 Not Known Desconocido

1 Male Hombre

2 Female Mujer

9 Not

Applicable

No Aplica

Master Data

Reference Data

Metadata

Account Date Balance

1122345 12/3/11 $400.99

1122345 12/6/11 $650.90

1122345 1/4/12 $233.01

1122345 6/5/12 $0

1122345 6/6/12 $1,000

1122345 8/14/12 $11.11

1122345 9/22/12 $2,333,333

Transaction Data

What is a trusted view?

OPERATIONALAPPLICATIONS

Transactional Applications

Call Center

Warehouse/ Analytics

Web Apps

ANALYTICALAPPLICATIONS

Campaign Management

Big Data

MASTER DATAMANAGEMENT

William Jones

35 West 15th Street

Toledo, Ohio 12345

Barbara Jones35 West 15th StreetToledo, Ohio 12345

Spouse of

Account #429Policy #A43C

Holds accounts

ERP

Billie Jones

NY, NY 32453

36 West 15th Street

Name:

Address:

Address:

CRM

William Jones

Toledo, OH 12345

53 West 15th St.

Name:

Address:

Address:

Warehouse

B. Jones

Toledo, OH 12345

35 West 15th St.

Name:

Address:

Address:

IT APPLICATIONS

Sales

Barbara Jones

Toledo, OH 12345

35 West 15th St.

Name:

Address:

Address:

Item #44958Item #99038Item #00298

Products owned

Data Quality & Data Integration Tools

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Why MDM?

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 ManagementImproves operational and analytical systems

IBM InfoSphere MDM Covers all implementation styles and the full spectrum of integrations

• Stateless transaction engine for ease of scalability, high availability

• Dozens of customers mastering 100+ million records

Performance & Scalability

• Highly accurate probabilistic matching algorithm

• Relationship linking/inference based on attributes

• Flexibility to link or collapse matches

Entity Matching & Relationship Linking

• Attribute Level access control

• Full history & audit

• Survivorship rules (aka „trust‟ rules)

• Detect and manage data steward tasks

Governance

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• Web services (SOAP & REST)

• Java APIs

• JMS & MQ

Open Standards

• Fine-grained services based on pre-built model

• Composite services and Batching

• Extension points pre- and post-interaction

• Web service tailoring

Comprehensive Business Services

• Source-level and golden-record-level attribute changes

• Entity link/collapse/split

• Relationship changes

Outbound Event Notification

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Regulatory Compliance

Marketing/Sales Interactions

Billing

New Product Introduction

Financial Planning

Back office Systems

Fraud Avoidance

Customer Service/ CareCustomer

Self Service

Optimizing the business with right-time information

Ensuring all systems have consistent & complete information in real time

Maximizing customer satisfaction & revenue opportunities

Understanding the choices & planning with accurate information

Enrich

Security

SearchStewardship

Hierarchies

Tools

Operational

End to End Master Data Management

Authoring

Critical business processes benefit from a trusted view

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Align goals to key business priorities

Comply with Regulationse.g. Improve privacy preference compliance by 10%

Improve Customer Servicee.g. Reduce time to search for customers by 58%

Lower Operational Costse.g. Decommission 2 of 3 CRM systems

Improve Business Agilitye.g. Integrate new systems (M&A) in weeks

New Market & Product Strategye.g. Increase campaign yields by 5%

What business issues matter most to you?

Optimize Cross-Sell & Up-Sell Processese.g. Increase average deal size by 2%

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Address key IT initiatives

Duplicate data in customer/product master database

Reports based on missing or incorrect information

Aging systems that are difficult to decommissionIncomplete 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

1111

Disconnected Product Information

Streamlined Authoring & Access

• No collaborative authoring of products

• Lack of a single view of products

• No synchronization with up/downstream applications

• No ability to publish to commerce sites or product catalogs

• Collaboratively author, aggregate and distribute product information

• Align with and enforce existing business processes

• Access to consistent product information

• Product factory build process (assembly of products)

Single View of Product

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InfoSphere MDM 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

IBM Master Data Management Core Capabilities

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• Multi-Style

– Collaborative MDM

• Authoring, workflow, check in/out services to support collaboration on master data creation, management and quality control

– Operational MDM

• Business services to ingest master data from range of sources, manage it and fulfill all consumer uses of master data

• Over 500 Business Services

• Act as “System of Record”

– Analytic MDM

• Identity resolution & relationship discovery

• Master data simplifies input to analytical environments (DWs) and improves quality (MDM is source)

• Enterprise reporting and analytics

• Industry-specific data warehouses

• Multi-Domain

– Support for Customer, Product, Account, Location, Supplier ….

Data Quality Management

– Duplicate record processing

– Data validation, cleansing & standardization

Event Management

– Event detection & management

– Notification to business processes and systems

Data Lifecycle Management

– Data Governance

– Data access management

– Auditing, enterprise rules and policies

Event Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Industry SOA Business Processes

Operational MDMCollaborative MDM Analytical MDM

Customer

Customer / Shipping

Product

Location

Supplier

Account

Event Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Event Management Data Quality Management Data Lifecycle MgmtEvent Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Industry SOA Business Processes Industry SOA Business Processes

Operational MDMCollaborative MDM Analytical MDMOperational MDMCollaborative MDM Analytical MDM

Customer

Customer / Shipping

Customer

Customer / Shipping

Product

Location

Product

Location

Supplier

Account

Supplier

Account

• 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

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

DataQuality

Integration Flow – MDM & Data Quality

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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 StageIBM Infosphere Master Data

Management

Discover and Cross source analysis

IBM Infosphere Discovery

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Proven, Trusted capabilities with 4 different editions to meet your specific needs

Enterprise Edition

Comprehensiveaddress all your MDM needs with a single comprehensive solution

Collaborative Edition

Collaborative Authoringstreamline workflow activities across users involved in authoring and defining master information

Advanced Edition

Strategicstrategically transform your organizationthrough improved business processes and applications

Standard Edition

Quickest Time to Valuedelivers business value for MDM projects with the quickest time to value

Additional

Components:

Reference Data

Management

Manage and define

reference data as an

enterprise standard

Custom Domain Hub

(Stand Alone)

Enables delivery of

trusted information

based on custom data

domains

Editions

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MDM and Data Warehousing

• Master Data Management (MDM) and Data Warehousing (DW) complement each other; they have significant synergies

– MDM and DW provide quality data to the business but MDM is valuable beyond the DW for 2 reasons

• Latency• Feedback

Analytic Services (DW Models,

Identity Services & Predictive Analytics )

DataServices

Metadata

– MDM and DW have different use cases

• MDM provides a “golden” source of truth that is used collaboratively for authoring, operationally in the transactional / operational environment and supports the delivery of "quality" Master Data to a DW system

• DW systems are a multidimensional collection of historical transactional data that may be include than Master Data used to determine trends and create forecasts

• Introducing MDM enhances the value of existing DWs by improving data integrity and closing the loop with transaction systems

Event Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Industry SOA Business Processes

Operational MDMCollaborative MDM Analytical MDM

Customer

Customer / Shipping

Product

Location

Supplier

Account

Event Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Event Management Data Quality Management Data Lifecycle MgmtEvent Management Data Quality Management Data Lifecycle Mgmt

IBM Master Data Management

Industry SOA Business Processes Industry SOA Business Processes

Operational MDMCollaborative MDM Analytical MDMOperational MDMCollaborative MDM Analytical MDM

Customer

Customer / Shipping

Customer

Customer / Shipping

Product

Location

Product

Location

Supplier

Account

Supplier

Account

What‟s New in Collaborative Edition

Governance Dashboard Home page

Customizable Labels and Icons

Single-edit Customization

Multi-edit Enhancements

Related Items Tab

Shared Search Templates

ACM for WebSphere Commerce Phase 2

Information Server for Data Quality

Supporting Stack Updates

Collaborative Edition – Current Home Page

New Governance Dashboard

All numbers are links to view the specific category of entries. Ex. 6 “Urgent” entries in DBWorkflow1

Summary pane with graphical view of assigned entries

Workflow summary with priorities and categories of assigned entries:Current – blueUrgent – yellowCritical - red

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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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 WebSphereCommerce

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

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

InfoSphere MDM Strategy

Single Solution

Designedfor Big

Data

AccelerateTime-to-

Value

GovernInside

& Out

EmbraceNew Era of

Computing

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Big Data ExplorationFind, visualize, understand all big data to improve decision making

Enhanced 360o Viewof the CustomerExtend existing customerviews (MDM, CRM, etc) by incorporating additional internal and external information sources

Operations AnalysisAnalyze a variety of machinedata for improved business results

Data Warehouse AugmentationIntegrate big data and data warehouse capabilities to increase operational efficiency

Security/Intelligence ExtensionLower risk, detect fraud and monitor cyber security in real-time

The 5 Key Use Cases

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MDM Industry Use Cases

Healthcare Retail Telco FSS

Social Services Intelligence/ Policing

Manufacturing Insurance

• Clinical Data Hub

• Multi-domain

expansion

• Patient

Registration

• Single view of

Patient

• Fraud Reduction

• Education –

Longitudinal

Record

• Interactive

Marketing

• Advanced Catalog

Management

• Customer loyalty

program

• Person screening

• Entity resolution on

big data

• Provisioning and

Billing

• Customer Churn

• Network Inventory

Master Data

• End-consumer

relationships

• Parts creation &

search

• BOM

Consolidation

• Product

Bundling

• Regulatory

compliance

• Know your

customer

• Policy

Management

• Claims

Processing

• Customer up-sell

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MDM Market Trends – Analyst Perspective

Implementations are maturing from single domain to multi-domain

MDM cited as the #1 information related project that requires Information Governance to be successful

…visionary BPM and MDM teams turn to process data management, which acknowledges the inherent connection between business process improvement and data quality.

Some vendors may claim to be able to model and support a variety of data domains in a single technology product, but they often lack aspects of functionality, such as collaborative workflow, and experience in dealing with the needs of the different functional groups and business processes that leverage particular master data domains.

Organizations are linking process and data strategies with BPM and MDM

MDM requires Information Governance to be successful

MDM and Big Data strategies should be intertwined

To create competitive advantage, organizations will need to leverage sources of big data, especially social networks, in combination with their MDM strategy.

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Banking Product

BNP Paribas InfoSphere MDM

MoneyGram International Identity Insight

Suncorp-Metway Ltd InfoSphere MDM

RaboBank InfoSphere MDM

DNB ASA InfoSphere MDM

Insurance

Major Chinese Insurer InfoSphere MDM

Retail

Truffaut InfoSphere MDM

Government Product

A U.S. State Police Department InfoSphere MDM

A Major Municipal Government Agency Master Data Service

State of North Dakota Health and Human Services Master Data Service

Few Cases where MDM proved helpful….

Gartner Magic Quadrants 2012

MDM for Customer Data MDM for Product Data

Gartner estimates that IBM is the market share leader, followed by Oracle, Informatica, SAP and TibcoLink to MQ reports

© 2013 IBM Corporation

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Samin TekMindz India Pvt. Ltd. Samin TekMindz, Inc.

India-NOIDA

H-171, Ground Floor, Sector-63,

Noida 201307

India

Tel : +91 120 6137000

Fax : +91 120 6137001

United States

2711 Centerville Road,

Suite 400 Wilmington,

DE 19808

Tel : +1-877-774-1211