Site/Location Hubs - A Hot Trend In Master Data Management (MDM)

MDM – Site/Location Hubs – A Hot trend in Master Data Management Version 1.0 Mani Kumar Manda Rhapsody Technologies, Inc. MDM the Americas Summit 2009 San Francisco, California August 24-26, 2009 ©2009 Rhapsody Technologies, Inc., All rights reserved. 1 Bringing People, Processes and Technologies together

Learning Objectives • As a result of this presentation, you will be able to learn: What is Site/Location Hub? Who needs Site/Location Hub? Key capabilities The Location “Dilemma” Use Cases The Market Place Vendors and Solutions Parting “Thoughts” ©2009 Rhapsody Technologies, Inc., All rights reserved. 2 Bringing People, Processes and Technologies together

Speaker’s Qualifications For over fifteen years, Mr. Manda had been helping in implementing technology solutions for clients in many industries Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Master Data Management solutions Mr. Manda is an active and frequent speaker of topics associated with Master Data Management (Customer, Product, Site, Supplier, Account, etc., domains) Mr. Manda is also the founder and chair for Customer Data Management SIG ©2009 Rhapsody Technologies, Inc., All rights reserved. 3 Bringing People, Processes and Technologies together

About Rhapsody ■ Founded in 1998 ■ A niche firm in implementing Master Data Management solutions ■ Offers Customer Data Quality Assessment Services ■ Offers MDM Auditing/Evaluation Services ■ Offers Onsite Seminars that include Customer Data Management, Customer Data Hub, TCA, Implementation strategies, Customer Data Modeling, etc. ■ Provides half day and one day CDI awareness sessions for C level executives, functional/departmental heads. ■ Provides a week long training on ‘Functional fundamentals of Customer Data Management’ covering topics such as challenges of customer data management, best practices, tasks that need to be considered, TCA and the features of the Oracle Customer Data Hub product. ©2009 Rhapsody Technologies, Inc., All rights reserved. 4 Bringing People, Processes and Technologies together

About Rhapsody Partial list of our Customers ADP DoubleClick Motorola Haworth Hologic KCI Office Depot Overland Storage Hologic Partial list of Industries Retail Advertising Manufacturing High-Tech Healthcare Services Some of Our Partners Oracle Dun & Bradstreet Trillium Deloitte Consulting Hub Solution Designs Transitions II ©2009 Rhapsody Technologies, Inc., All rights reserved. 5 Bringing People, Processes and Technologies together

Site/Location Hub is an MDM solution for mastering site/location data in an enterprise to facilitate the management of enterprise wide (single) view of locations and associated information with key MDM features such as Data Quality, Extensibility, etc., built in. ©2009 Rhapsody Technologies, Inc., All rights reserved. 7 Bringing People, Processes and Technologies together

Attributes, More Attributes and Lots of Attributes Any business in any industry that need to keep track of lots and lots of attributes of some thing (e.g., building, equipment, store, asset, property, etc.) that is tied to a location, which is cleansed and de- duped and facilitates the operationalization of such information for analysis and effective decision making. ©2009 Rhapsody Technologies, Inc., All rights reserved. 9 Bringing People, Processes and Technologies together

Who needs Site Hub? Customers in following industries • Public Sector • Utilities – Federal, State, and Local – Equipment – Capabilities, – Postal Services Maintenance Schedule, … – Transportation – Properties – Size, Leasing, • Financial – Banking Demographics, … • Transportation • Retail • Telecom – Stores – Size, Leasing, Demographics, … • Healthcare – Properties – Size, Leasing, • Equipment Rental Demographics, Projects, … • Etc • Real Estate – Asset – Size, Leasing, Demographics, Projects … ©2009 Rhapsody Technologies, Inc., All rights reserved. 10 Bringing People, Processes and Technologies together

Key Capabilities of Site/Location Hub • Site Mastering • Site Association – Site Data Quality – Customers • Duplicate resolution, Address – Products Cleansing, … – Suppliers – Site Hierarchies and rollups – Assets – Site Attributes – Properties – Site Grouping • Trade Areas, Clustering, Campuses, – Leases etc. – Contracts • Site Life Cycle Management – Etc. – Site Selection • Site Analytics – Lease Administration – What if Scenarios – Project Management – Site Comparisons – Facilities/Asset Management • Integration enablement • Site Mapping – SOA – Integration with Mapping software – Web Services • Data Governance ©2009 Rhapsody Technologies, Inc., All rights reserved. 12 Bringing People, Processes and Technologies together

Location “Dilemma” Primary (Independent) Domain Secondary (Dependent) Domain • Location though exists in the • Location doesn’t exist by itself context of Product, Customer, and hence an MDM solution Supplier, Asset, Payer, it can be focusing on Location as a modeled independently and then primary MDM domain is not associated with any of the above required. Rather location need domains as per business to be modeled to work with all requirements. other independent domains. ©2009 Rhapsody Technologies, Inc., All rights reserved. 14 Bringing People, Processes and Technologies together

Utility Industry 1. Property is the Customer, Owner/Occupant is the payer • In regulated markets – some one has to pay the bill • Owners change • Owner may not be the Occupant • Property is the Customer • In deregulated markets • owning the utility pipe • Servicer, if not the Provider 2. Asset Management • Buildings • Lease Management • Construction/Renovation Projects • Location Metrics – Size, Power, etc. • Equipment such as Power Stations for example • Location related attributes • Capability ©2009 Rhapsody Technologies, Inc., All rights reserved. 16 Bringing People, Processes and Technologies together

Retail Sector 1. Retail Site Management • Company Owned Outlets • Franchised Locations • Prospective Locations • Competitor Information • Growth & Retrenchment • M&A 2. Asset Management • Buildings • Lease Management • Construction/Renovation Projects • Location Metrics – Size, Power, etc. • Equipment • Plants ©2009 Rhapsody Technologies, Inc., All rights reserved. 17 Bringing People, Processes and Technologies together

Public Sector – Local Government – Counties 1. Property Taxes – Property is the Customer, Owner/Occupant is the payer • Some one has to pay the taxes • Usually Owners pay for Residential Properties • Often Tenants pay for Commercial Properties • Owner may not necessarily is the Occupant 2. Asset Management • Buildings • Equipment ©2009 Rhapsody Technologies, Inc., All rights reserved. 18 Bringing People, Processes and Technologies together

Vendors and their Products for Site Hub Major Vendor Solutions Vertical Solutions •Accruent Real Estate Performance Management Real Estate Performance Management •IBM Solution Solution Infosphere MDM Server Infosphere MDM Server •Tririga •Oracle Workplace Enterprise Management Solution Workplace Enterprise Management Solution Site Hub Site Hub •Siterra •Claritas •ESRI •MapInfo ©2009 Rhapsody Technologies, Inc., All rights reserved. 20 Bringing People, Processes and Technologies together

Vendors and their Products for Site Hub Multi-Domain Solutions Other Solutions •Initiate •DMTI Spatial, Inc. •Siperian Location Hub Location Hub ©2009 Rhapsody Technologies, Inc., All rights reserved. 21 Bringing People, Processes and Technologies together

IBM • IBM WebSphere product can be used as a solution for Location Mastering Location Account Product Location Account Customer • IBM seriously views Location as CUSTOMER to PRODUCT Single view of Single view of one of the primary MDM domains Relationship CUSTOMER PRODUCT • Currently provides Location as CUSTOMER to ACCOUNT Relationship PRODUCT to LOCATION Relationship Secondary domain in the context of ACCOUNT to LOCATION Customer, Account and Product Relationship Location Customer Product Customer Account Product domains Master ACCOUNT Single view of LOCATION • Strategically working on providing record more Location specific solutions in the context of Asset Management Image Courtesy: IBM ©2009 Rhapsody Technologies, Inc., All rights reserved. 24 Bringing People, Processes and Technologies together

Where is Oracle “Site Hub”? MDM Supplier Sites/ Domains Customer Product COA COA Customer Locations Analytical Operational MDM Applications MDM Apps Analytical Hub Financial Hub Site Hub MDM UCM CDH PIM Apps Biz Hyperion Apps Siebel Oracle eBusiness Suite DRM ©2009 Rhapsody Technologies, Inc., All rights reserved. 26 Bringing People, Processes and Technologies together

Key features in R12.1 • Site Search • Web Services • Extensible Attributes • TCA Relations & Parties • Hierarchies & Clusters • Site Attachments • Trade Area Groups • Site Associations • Google Map Integration • Property Manager • Site Comparisons • Asset Management • TCA Architecture • Inventory Management • Contacts • Business Events Support • Excel Import-Export • Templates for easier Site Creation ©2009 Rhapsody Technologies, Inc., All rights reserved. 28 Bringing People, Processes and Technologies together

Future Directions R12.2 Site Hub R12.2+ Site Hub • Advanced Hierarchy Management • Advanced Spatial Analysis • Role based security • Data Quality Management • Enhanced Integration with Property • Source System Management Manager • Site Integration to Projects • Enhanced Integration with Projects • Site History & Versioning • Enhanced Integration with EAM • Change Management, Workflow, & • Enhanced Web Services approval management • Document Management Integration • Site as an AIA object - With Stellant and AutoVue • Integration with data providers • Enhanced Integration with CDH • Integration with Retek • Enhanced Integration with • Integration with JDE real estate Inventory Management / PIM solution ©2009 Rhapsody Technologies, Inc., All rights reserved. 29 Bringing People, Processes and Technologies together

Initiate • Product – As a multi-domain MDM product, Initiate can adapt to the requirements of Site/Location Domain – Current Location cleansing and matching capabilities of the Initiate product can be used • Customers – Walgreens ©2009 Rhapsody Technologies, Inc., All rights reserved. 31 Bringing People, Processes and Technologies together

Siperian • Product – As a multi-domain MDM product, Siperian can adapt to the requirements of Site/Location Domain – The flexible Modeling capabilities facilitate the mastering of Location data – The matching engine powered by Identity Systems can be leveraged to match Sites/Locations ©2009 Rhapsody Technologies, Inc., All rights reserved. 33 Bringing People, Processes and Technologies together

Accruent • Enterprise Location Management Solutions portfolio – Real Estate Performance Management – Enterprise Facility Management – Integrated Work Place Management System • Primarily popular with Retail industry – with management of Real Estate and Facilities for the management of entire life cycle of real estate activities such as Market Planning, Strategic Planning, Site Selection, Project management, Lease management and Maintenance Management – Also targets other industries such as Higher Education (Campus Management), Public Sector, and multitude of Hybrid Industries for Real Estate and Facilities Management • Customers – Retail: Rite Aid, Staples, Radio Shack, etc. – Higher Education: University of Southern California, Santa Clara University, etc. – Public Sector: Commonwealth of Massachusetts ©2009 Rhapsody Technologies, Inc., All rights reserved. 35 Bringing People, Processes and Technologies together

Tririga • Products – Tririga Workplace Performance Management – Tririga Integrated Workplace Management – Tririga Trees • Primarily focuses on Real Estate and Workplace Management solutions addressing – Real Estate – Project Management – Facilities Management – Maintenance Operations • Customers – Retail: Canadian Tire – Utilities: BC Hydro, Woodside Energy, etc. – Public Sector: The Pentagon, NASA, Texas Health and Human Services Commission, Orange County Sheriff’s Department, etc. – Other: Nokia, GE, Teradyne, etc. ©2009 Rhapsody Technologies, Inc., All rights reserved. 37 Bringing People, Processes and Technologies together

Parting “Thoughts” • Location/Site Hub will be a big domain of MDM by this time next year • Major Vendors are seriously investing in this domain • There is a serious problem to solve in the market place and there isn’t any perfect solution • The Scope of the Location domain continue to grow • An important domain to take into consideration as part of an enterprise level strategy for MDM initiatives ©2009 Rhapsody Technologies, Inc., All rights reserved. 39 Bringing People, Processes and Technologies together

Q & QUESTIONS A ANSWERS Can be reached at: Mani Kumar Manda Rhapsody Technologies, Inc. 1700 Park Street, Suite 205 Naperville IL 60563 Phone: 630-717-1809 Email: MManda@RhapTech.com Special Interest Groups: http://groups.yahoo.com/group/cdi-mdm-jobs Latest Versions can be obtained from: http://www.rhaptech.com/resources.html ©2009 Rhapsody Technologies, Inc., All rights reserved. 41 Bringing People, Processes and Technologies together

In the absence of an application like Site Hub • Site information is spread across multiple disparate applications • Custom applications are used to maintain Site information such as Stores for example in Retail Sector • Often lot of site information is maintained in excel documents • Integration of Site information in a flexible manner across heterogeneous applications is a major challenge ©2009 Rhapsody Technologies, Inc., All rights reserved. 43 Bringing People, Processes and Technologies together

Cost of Poor Quality Site/Location Data • Marketing – Poor location data reduces the effectiveness of marketing campaigns with wastage of valuable resources in mailed catalogues, lost sales opportunities, etc. • Sales – Poor location data results in reduced sales effectiveness due to misdirected sales resources assignments • Service – Poor location data results in reduced service personnel effectiveness due to misdirected personnel levels • Finance – Duplicate records hide proper revenue recognition, inaccurate reserves for bad debt, introduce credit and collection risk, etc. • Corporate Governance – Higher risk exposure for executive management due to inaccuracies in location data • Location Planning – Invalid location attributes results in increased resource usages leading to higher costs in Supply Chain management and reduced response times ©2009 Rhapsody Technologies, Inc., All rights reserved. 44 Bringing People, Processes and Technologies together

Key Questions? • Does your organization deal with lot of sites? • Do you need to keep track your customer, competitor, or partner sites and their capabilities? • How do you currently track and manage your sites? • Is managing your real-estate portfolio a big concern? • Do you have a 360 ° view of all your sites? • Can you perform effective site-driven business processes with your current applications? ©2009 Rhapsody Technologies, Inc., All rights reserved. 45 Bringing People, Processes and Technologies together

Oracle Site Hub is integrated with • Oracle Inventory – Site Hub enables you to create and maintain Oracle Inventory organizations associated with sites. • Oracle Property Manager – You can access Oracle Property Manager directly from Site Hub to manage property locations and leases associated with sites. • Oracle Enterprise Asset Management – Enterprise Asset Management enables maintenance of an organization's sites assets such as machines, fixtures, and anything requiring maintenance. • Oracle Trading Community Architecture (TCA) – Trading Community Architecture enables Site Hub to store party relationships, and capture contact attributes associated with the site. This includes TCA entities such as parties, party sites, party relationships, and contacts. ©2009 Rhapsody Technologies, Inc., All rights reserved. 46 Bringing People, Processes and Technologies together

Site/Location Hubs - A Hot Trend In Master Data Management (MDM)

by Mani Kumar Manda on Mar 01, 2010

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Site/Location Hubs - A Hot Trend In Master Data Management (MDM) — Presentation Transcript