m aster d ata as a s ervice a mdm e volutionary j ourney frank cerwin dama chicago – december 10,...
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MASTER DATA AS A SERVICE
A MDM EVOLUTIONARY JOURNEY
Frank CerwinDAMA Chicago – December 10, 2014
Copyright 2014 - Frank Cerwin 2
• McDonald’s - Director, Data Architecture & Services– Master Data Management– Data Movement / Enterprise Application Integration– DBMS
• Financial Services– JPMorganChase– Discover Card– Allstate Insurance
• Government– DuPage County
• Cross-industry Consulting– Financial Services– Union Pension & Welfare– Manufacturing– Education
Frank Cerwin Background
Copyright 2014 - Frank Cerwin
A Multi-company MDM Journey• JPMorganChase
• $97B revenue• 50MM consumer households• 7700 corporate customers• Growth thru mergers and acquisitions• 8th largest bank in the world
• McDonald’s• $27B revenue• > 34,000 restaurant locations• 119 countries• World’s largest food retailer• Serving 69 million customers per day• Distributed business model• 85% franchised globally • 1.9 million employees (5th largest employer in world)
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Copyright 2014 - Frank Cerwin
Timeline of the Journey
1993 20141995 2004 2010
The Financial Services’ M&A Years The Quick Service Restaurant Years
MDM 1.0 launched
MDM 2.0 – NBD integration & new
channels
MDM 3.0 – BankOne
integration
MDM 1.0launched
MDM 2.0 – Redesign w/ new domains
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Proof of Concept
1998
JPMC integration
Copyright 2014 - Frank Cerwin
Financial Services’ Customer MDM Overview
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• Multi-CIS integration• Customer-Account
relationships• Customer authentication &
authorization• Customer profiles• Customer offers• Standardized subscriptions
Credit Card Accounts
Investment Accounts
Deposit Accounts
Deposit Accounts
Analytics Call Center
Personal Financial Mgmt.Software
IVR –Bank By Phone
Teller
ATM
CustomerInformation
System
offers cases
customer profiles
customer profiles
accounts & relationships
Web Banking
Copyright 2014 - Frank Cerwin
Quick Service Restaurant MDM Overview
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• Multi-domain integration• Entity inter-relationships• Quality profiling• Master data authoring• Governance • Publishing controls• Custom Subscriptions• Metadata management
ERP
Restaurant Operations
HR Systems
ID & Access Provisioning
ProductLifecycle Manager
Crew Portal
Consumer Web SitesProduct
Lifecycle Manager
GS1 Supplier Portal
Human Capital
Locations
Learning Mgmt
Market-specific
OrganizationalStructures
Copyright 2014 - Frank Cerwin
Keys to Success
• Positioned as an “enabler”• Data lifecycle focus• Holistic, future-looking approach to architecture• “Fit for Purpose” not “Good or Bad” data perspective• Quick and frequent deployments• Low complexity technology• Low Total Cost of Ownership (TCO)• Better data insights via broader responsibilities• Easy source and subscriber onboarding• Focus on operational apps over analytical apps• Central funding, at least at first
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Copyright 2014 - Frank Cerwin
Other Lessons along the Journey
• B2B eCommerce lessons:– Managing suppliers– Creating a catalog taxonomy– Taking orders via the Web
• ITIL (IT Infrastructure Library) lessons:– Service definition: A means of delivering value to customers by facilitating
outcomes customers want to achieve without the ownership of specific costs or risks
– Creating a Service Catalog– Practicing financial diligence– Developing OLAs, SLAs, KPIs
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The Next Leg of the Journey:Evolving MDM into a Service Business
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MASTERDATAMARKETPLACE
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Marketing• Promoting awareness• Stimulating selection and adoption
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Product Ordering • Online Shopping for master data• Demand management• Creating estimates: Time and Cost• Approving requests for sensitive data
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Sourcing • Finding suppliers for your master data• Supplier negotiations• Taking delivery of master data
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Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Quality Control • Profiling• Source comparison• Managing your suppliers’ reliability• Determining if there is a better supplier
for the master data
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Inventory Management • Documenting available data• Determining inventory levels• Tracking spoilage: data’s shelf-life
(usefulness) has expired
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Manufacturing / Enrichment• Authoring• Standardizing / Normalizing• Translating
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Order Fulfillment• Creating MDM subscriptions• Considering your fulfillment frequency to
a subscriber
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Distribution / Logistics • Determining options to deliver subscriptions• Determining delivery locations
Copyright 2014 - Frank Cerwin
Master Data as a ServiceService Model
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Finance • Calculating your TCO• Pricing your service• Budgeting
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Marketing
QualityControl
Product Ordering
Order Fulfillment
Distribution / Logistics
Invoicing & Payment Finance
InventoryManagement
Sourcing
Manufacturing / Enrichment
Invoicing & Payment • Determining your chargeback model: when,
who, how much• Understanding of your financial tools
Master Data as a ServiceService Model
Copyright 2014 - Frank Cerwin
• Product– What is your market?– What does your market want from your service?– What is it to be called?– Do you have competition?
• Place– Where can customers find your service?– Where do they order your service?– Where do you have to deliver your master data?
• Price– What is the value of the service to your customer?– What does the customer think is a fair price?– How and when will you charge for your service?
• Promotion– What is the objective of your advertising message– How and when do you get across your marketing messages out
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Launching Your Service
Copyright 2014 - Frank Cerwin
The Master Data MarketplaceBenefits
• Provides lifecycle structure to master data management
• Manages master data as a true asset• Value realization• Expense recovery• Long-term MDM sustainability
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Q&A