accelerating master data managementmaster data management cdi pdm crm erp data warehouse sfa...

Master Data Management: More than a single view of the enterprise?

Tony FisherPresident and CEO

Agenda

Why MDM? Why CDI?

Are You Ready for MDM?

Business Drivers for MDM

What is Master Data Management?

Business Drivers for MDMWhat to tell your CXOs

Increased Revenue

Regulatory Compliance

Improved Customer Relationships

Operational Efficiency

Mergers and Acquisitions

Innovation/Competitive Advantage

Reduced Risk

Product

A Robust MDM Solution Should…

Act as a single point of reference for domaindata by managing an ID for all systemsBe built on a data quality platformSupport real-time operational data integrity and serve as the integration point between operational systemsProvide integration of operational and business intelligence environmentsIncorporate a flexible domain data model Leverage the SOA environment

What is Customer Data Integration?CDI is a subset of MDM

CDI is the automation of the integration, reconciliation,

management, and certification of customer master data from enterprise systems

to enterprise systems.

- Jill Dyché

Customer Data Management Techniques

SFASFA

ERPERP

CRMCRM

Database Marketing

Data Warehouse

CDICDI

Master Data Maturity Model

HIGH

LOW

Risk

LOW

HIGH

Rew

ard

UNDISCIPLINED REACTIVE PROACTIVE GOVERNEDPeople, Process, Technology Adoption

BPM Integration

Master Data Management

CDI

PDM

CRM

ERP

Data Warehouse

SFA

Database Marketing

MDM Landscape

Call Center

ERPSystem

OperationalCRM

Billing

MarketingData Mart

CustomerDataWarehouse

Data Marts

Web Apps

BI Apps

WebServices

ETL

Integration Services

WebServices

Master DataHub

AnalyticOperations

Dat

a Q

ualit

yMaster Data Technology Requirements

Master Data Hub

Business Process Integration

MDM Client Interfaces

Identity Management

Merging and Clustering

Business Rules Execution

Verification, Normalization,Standardization, Transformation

Source System Interface

Data Steward Interface

Domain Data Models

Administration and Configuration

Evolution of Master Data ManagementUndisciplined

Dat

a Q

ualit

y



Identity Management






Domain Data Models

Data and processes are siloed and operate independently

Data quality is sporadic

Limited identity management

Departmental focus/success

PRO

CES

S

TEC

HN

OLO

GY


PEO

PLE

Business analysts not involved

Success dependent on a few skilled technical people

No coordination across lines of business

Individuals drive decisions

Business Issue Manufacturing plant fire alerted Kohler to the need for better customer data management.

Determine who Kohler’s customers are and what Kohler’s customers buy and how Kohler can help their customers.

Better understanding of customers and the relationship of the customer to Kohler. Ability to better service the customer and optimize delivery issues.

Mission

Results

Data is integrated for specific touch points

Data quality is localized but still uncoordinated

Data quality/identity management in batch

Line of business success

PRO

CES

S

TEC

HN

OLO

GY

Evolution of Master Data ManagementReactive

Dat

a Q

ualit

y

Identity Management






Domain Data Models




PEO

PLE

Business analysts provide limited input

Group of skilled, technical individuals drive success

Applications drive decisions

Business Issue Single view of customers for better customer relations.

Track spending patterns and build a more useful, reliable view of the customer via Customer Data Integration (CDI).

A single, unified view of each customer. The company can better serve its customers according to lifestyle, hobbies, preferences, etc. The organization can maximize their marketing campaign dollars by promoting the most appropriate offers to each customer.

Mission

Results

Global Resort Operator

Evolution of Master Data ManagementProactive

Dat

a Q

ualit

y

Identity Management






Domain Data Models



PRO

CES

S

TEC

HN

OLO

GY

Integration of business and data quality rules The true value of integrated data is recognizedCoordination across lines of businessPreventative measures in place


PEO

PLE

Business analysts participate in data management Executive sponsorshipData stewards drive cross functional consistencyData drives decisions

Evolution of Master Data ManagementGoverned

Dat

a Q

ualit

y


Identity Management






Domain Data Models


PRO

CES

S

TEC

HN

OLO

GY

Data and business processes are integratedReuse of business logic and synchronized applicationsBusiness processes are automated


PEO

PLE

Business analysts take leadership role in data strategyManagement treats data as a corporate assetBusiness processes drive decisions

Centura

Business Issue Meet government regulations for watchlist compliance efforts and USA Patriot Act.

Match list of banking transactions against a reliable list of known or suspected terrorists, criminals or fraudsters. Reduce the number of “false positives”.

Lowered flagged transactions per day by refining rules to match suspicious transactions. Compliance staff could focus more on helping the company meet regulatory requirements.

Mission

Results

Lessons Learned

Data Quality is the foundation of successful MDM (CDI)MDM (CDI) provides for the integration of operational and business intelligence environmentsBusiness drivers are more urgentThink globally, act locallyMDM (CDI) starts with understanding the maturity of data management within your organization

accelerating master data managementmaster data management cdi pdm crm erp data warehouse sfa...

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