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MDG & RDM field reports   Aaron Zornes - 2012 Singapore- print v1
 

MDG & RDM field reports Aaron Zornes - 2012 Singapore- print v1

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keynote from 3rd annual MDM & Data Governance Summit in Singapore December 2012

keynote from 3rd annual MDM & Data Governance Summit in Singapore December 2012

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  • A Global Perspective Trusted by 3,300+ Enterprises Worldwide Our client base includes emerging and global IT end-user, vendor, and public-sector enterprises More than 250 Analysts/Consultants Average 13 of years IT experience Former CxOs who understand boardroom challenges Former Big X consultants who understand first-hand the ins and outs of large strategic IT projects Former IT executives who understand back- and front-office issues Former IT vendors who understand the markets Fun Facts 25% of META Group’s research staff have over 20 years of experience 40% were directors and above 10% were at the CxO level 20% come from the Fortune 500

MDG & RDM field reports   Aaron Zornes - 2012 Singapore- print v1 MDG & RDM field reports Aaron Zornes - 2012 Singapore- print v1 Presentation Transcript

  • WelcomeMenyambut 欢迎 நலவரவ
  • Product Evaluation Criteria & Field Reports for Leading MDG & RDM Solutions Aaron Zornes Chief Research Officer The MDM Institute aaron.zornes@tcdii.com www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278
  • About the MDM Institute Founded in 2004 to focus on  MDM Alert™ newsletter MDM business drivers & technology  MDM Market Pulse™ market challenges research & multi-client studies MDM Advisory Council™  MDM Fast Track™ one-day of 150 Global 5000 IT organizations with public & onsite workshop rotating unlimited advice to key individuals, quarterly through major North e.g. CTOs, CIOs, data architects American, European, & Asia-Pacific MDM Business Council™ metro areas website access & email support to 35,000+  MDM & Data Governance members Summit™ annual conferences in MDM Road Map & London, NYC, San Francisco, Shanghai, Milestones™ annual strategic planning Singapore, Sydney, Tokyo & Toronto assumptions About Aaron Zornes  Most quoted industry analyst authority on topics of MDM, RDM & MDG  Founder & Chief Research Officer of the MDM Institute  Founder & conference chairman for MDM & Data Governance Summits series  Founded & ran META Group’s largest research practice for 14 years  M.S. in Management Information Systems from University of Arizona “Independent, Authoritative, & Relevant”© 2012 The MDM Institute www.The-MDM-Institute.com
  • MDM Institute Advisory Council Representative Members  Apria  National Australia Bank  3M  Nationwide Insurance  BCD Travel  Norwegian Cruise Lines  Bell Canada  Novartis  Caterpillar  Ontario Lottery & Gaming Corp.  Celgene  PC Connection  Cisco Systems  Polycom  COUNTRY Financials  Pratt & Whitney Canada  Educational Testing Svcs  Roche Labs  Embraer  Rogers Communications  Forest Labs  Scholastic  GE Healthcare  Sony Pictures Entertainment  Honeywell  Stryker  Information Handling Svcs  SunTrust  Intuit  Sutter Health  Loblaw  TUI  McKesson  W.W. Grainger  Medtronic  Wal-Mart  Medecins Sans Frontieres  Westpac  Microsoft  Weyerhaeuser  Motorola  Woolworths 150 organizations who receive unlimited MDM advice to key individuals, e.g. CTOs, CIOs, & MDM project leads© 2012 The MDM Institute www.The-MDM-Institute.com
  • MDM & Data Governance Summit™ Conference Series MDM & Data Governance Summit Singapore Marina Bay Sands Resort ▪ December 4-5 MDM & Data Governance Summit Shanghai Shanghai International Convention Center ▪ March 2013 MDM & Data Governance Summit Europe Radisson BLU – London ▪ April 15-17, 2013 MDM & Data Governance Summit Asia-Pacific Four Points Darling Harbour– Sydney ▪ May 20-21, 2013 MDM & Data Governance Summit San Francisco Hyatt Embarcadero – San Francisco ▪ May 2013 MDM & Data Governance Tokyo Belle Salle Kanda– Tokyo ▪ June 14, 2013 MDM & Data Governance Summit Canada The Carlu – Toronto ▪ June 2013 MDM & Data Governance Summit New York Marriott Marquis NYC Times Square ▪ October 2-4, 2013 “More MDM programs get their successful start atMDM & Data Governance Summits than anywhere else”© 2012 The MDM Institute www.The-MDM-Institute.com
  • MDG Prologue  Understanding scope, diversity & limitations of current Master Data Governance solution offerings is tremendously challenging – even more so, given fast pace of M&A & complexities of integrating such diverse software portfolios  Nonetheless, business & IT leadership chartered with defining & executing MDM programs need help to understand & navigate through numerous Data Governance options  “Go governance, go early” is rallying cry of savvy enterprise & solution architects chartered with setting scope & direction of their enterprise’s data integration programs© 2012 The MDM Institute www.the-MDM-Institute.com
  • Master Data Governance Strategic Planning Assumption  Through 2012, most enterprises will struggle with enterprise MDG as they initially focus on customer, vendor, or product; integrated MDG that includes E2E data lifecycle will be mandated as 1st phase deliverable  During 2012-13, major SIs & MDM boutiques will focus on productizing MDG frameworks while MDM software providers struggle to link governance process with process hub technologies; concurrently G5000 enterprises struggle to evolve enterprise MDG in cost- effective & practical way from “passive” to “active” MDG modes  By 2014-15, vendor MDM solutions will finally move from “passive-aggressive MDG” mode to “proactive MDG” MDG *must* evolve from point products (i.e., to addresscustomer or product MDG only) to enterprise data governance(supporting multiple domains such as customer, product, supplier, location, price, etc.) © 2012 The MDM Institute www.The-MDM-Institute.com MDM MILESTONE
  • MDM Institute Field Reports – MDG  ASG  Kalido DGD  BackOffice  Microsoft DG Console Associates  Oracle DGF  Black Watch Data  Orchestra Networks  Cognizant + Collibra  SAP MDG  EMC/RSA/Archer  SAS DataFlux  IBM MDPH  Software AG  IBI MD Center  Utopia  Informatica IDD** Persisted customer or product data hubs© 2012 The MDM Institute www.The-MDM-Institute.com
  • Master Data Governance “Top 10” Technical Evaluation Criteria 1. Methodology 2. Data exploration/profiling 3. Data model, policy model & business glossary mgmt 4. Rules/policy mgmt 5. Decision rights mgmt 6. MDM hub integration 7. Enterprise application integration 8. Integrated metrics 9. Multi-level, role-based security 10. E2E data lifecycle support Understanding scope, diversity & limitationsof currently-marketed MDG offerings is tremendously challenging © 2010 The MDM Institute www.The-MDM-Institute.com
  • Field Reports
  • Field Report: IBM Master Data Policy Manager (MDPM) Strengths Caveats  Common DG layer across  Lack of integration w/ Standard & Enterprise Reference Data asset MDM Server editions  Big IBM stack req’d  Ultimately will integrate  Lack of integration with with Guardium, Optim, Smart Governance et al Council assets  Ongoing integration  No longer a separate w/BPM (BPMExpress product, but instead is a.k.a. Lombardi) bundled w/ MDM Server  IBM BAO/GBS teams available w/w© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Informatica Data Director (IDD) Strengths Caveats  Good for robust MDM  Out-of-step with main administration as data steward INFA MDM process console flow  Task-oriented & business  Too easy for end process-driven users to inadvertently  Visualization of history & data downgrade hub lineage performance with ill-  Cross-domain hierarchy & advised queries relationship management 1 – Formerly Siperian Business Data  Flexible security model for each Director multi-domain data type 2 – Informatica Data Director (IDD) is data steward console application for entity lifecycle management  Supports centralized architecture with direct input of master data© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Kalido Data Governance Director (DGD) Strengths Caveats  Visionary leader  Late-to-market integration  UBM methodology with Kalido MDM  Flexible decision rights  One-way trip/export into via mapping of roles & Kalido MDM responsibilities  Only supports Kalido  Export of policy BPM compliance metrics  Policy-focused solution incl remediation processes  Proactive workflow for data & processes  Accenture heritage© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: SAP Master Data Governance (MDG) Strengths Caveats  Ready-to-use governance  Late-to-market with B2C applications integrated customer w/SAP ERP  Lacks flexible hierarchical  Predefined & extensible management of data data model  Lacks master data within  Prebuilt & flexible transactions workflows  Lacks identification of  Multi-mode data replication data pattern profiles  Integration with BOBJ  Nascent cloud- data quality/validation enablement & integration assets (cleansing, matching, &  Nascent big data & consolidation)  Verifiable audit trail analytics support for social CRM data 1 – SAP MDG-F (finance), MDM-M (materials), MDG-S (suppliers), MDG-C (customers)© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Utopia Strengths Caveats  Strong growth North America1,2  No longer sole preferred  SAP, Open Text & ACN partner for SAP partnerships MDM/MDG as of 2012  Utopia Lab/COEs, Uni  Multiple entry points for sales in migration, quality & governance  Support (via Open Text) to 1 – 250% growth despite torpid economy 2 – Captaris, Coca Cola Enterprises, ConAgra, integrate unstructured CSL Behring, CVS/Caremark, Dubai Aluminum, DuPont, ExxonMobil, Grainger,  Full E2E lifecycle methodology Harley-Davidson, John Deere, Kellogs’s, Kennametal, Kimberly-Clark, Kraft, Malaysia (EDLM) – Assessment, Strategy, Airlines, Neptune Orient Lines, Newmont Roadmap Mining, Pertamina, RasGas, Saudi Arabian Airlines, Suncor Energy, Tyco Electronics, Wolters Kluwer  Cloud & HANA 3 – MENA = Middle-East & North Africa  MENA3 depth© 2012 The MDM Institute www.The-MDM-Institute.com
  • Critique of Current MDG Capabilities  Mismatch of applying project-oriented methodology rather than asset-focused methodology  Methodologies missing the asset aspect of data … cost, decaying value, ROI for cleansing data, etc.  Frameworks not addressing “community” aspect of shared asset development – e.g. wikis for global corporate business vocabulary, etc.  Current MDG solutions do not provide systemic rigor nor E2E lifecycle support“(Integrated/Proactive) Master Data Governance” market is a vacuum … nature hates a vacuum© 2012 The MDM Institute www.The-MDM-Institute.com
  • RDM Prologue  In addition to MDM functionality, RDM systems also manage complex mappings btw different reference data representations & different data domains across the enterprise  Governance of RDM is vital— manual or custom RDM often lack change management, audit controls, & granular security/permissions  Because reference data is used to drive key business processes & application logic, errors in reference data can have a major negative & multiplicative business impact  Mismatches in reference data impact on data quality affect the integrity of BI reports & also are a common source of application integration failure Just as businesses no longer build own CRM, ERP, & MDM systems, so too are organizations beginning to acquirecommercial RDM, which can be easily tailored or configured & have full ongoing support of major software vendor© 2012 The MDM Institute www.the-MDM-Institute.com
  • Competition for Multi-Domain RDM  Custom-built, manual solutions  Hierarchy management system adaptations (MSFT MDS, Oracle DRM)  Do not readily support publish-subscribe, classification mapping, etc.  Custom MDM domain type  Lack of data modeling flexibility, rudimentary lifecycle management capabilities &limited data governance features, esp. authoring & workflow  Multi-domain RDM  RDBMS vs. semantic/OODBMS  Purpose-built or industry-specific RDM  Premium priced real-time RDM solutions do not represent good economic sense© 2011 The MDM Institute www.The-MDM-Institute.com
  • Reference Data Management Strategic Planning Assumption  During 2012-13, reference data will emerge as a key entry point for enterprises & in turn influence choice of MDM for Customer, Product & other domains  Concurrently, every MDM vendor will rush to market RDM solutions to apply MDM approach for centralized governance, stewardship & control  By 2013-14, large enterprises will also mandate that Reference Data be part of MDM platform native entities  By 2015, RDM will be commoditized via the efforts of MSFT & ORCL especially Managing “simple” reference data will prove to be a key sales entry point for MDM vendors© 2012 The MDM Institute www.The-MDM-Institute.com MDM MILESTONE
  • MDM Institute Field Reports – RDM  Aprimo LRDM  Microsoft RDM (Teradata) (to be announced)  ASG ROCHADE  Oracle Hyperion DRM (Metadata-driven  Orchestra EBX RDM)  Profisee  DataFlux qMDM  SAP MDG-R  IBM MDM RDM Hub  Software AG  Informatica RDM WebMethods OneData  Kalido ** General-purpose or multi-domain RDM, not industry-specific or real- time RDM solutions such as capital markets, pharma, e.g., AIM, Asset Control, Eagle, Golden Source, Kingland Systems 360 Data, &RSD© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Reports© 2010 The MDM Institute www.The-MDM-Institute.com
  • Reference Data Management “Top 10” Technical Evaluation Criteria 1. Ability to map reference data 2. Administration of reference data types 3. Management of reference data sets 4. Architecture/performance 5. Hierarchy management over sets of reference data 6. Connectivity 7. Import and export 8. Versioning support 9. Security & access control 10. E2E lifecycle management Understanding scope, diversity & limitations of nascent RDM offerings is challenging© 2010 The MDM Institute www.The-MDM-Institute.com
  • Field Report: IBM MDM Reference Data Mgmt Hub Strengths Caveats  Purpose-built,  Lack of BPM integration commercially proven RDM & workflow (needs  Utilizes IBM MDM configurable workflow)  Lacks Cloud architecture foundation  Full function with strong & SaaS offering  Perception of excessive taxonomy support & mappings software stack foundation  Ease of deployment,  Missing adapters for implementation, & use other IBM software  Market momentum1 (Discovery, etc.) & other major apps such as Oracle & SAP 1 – Achmea, ANZ Bank, BCBS of North Carolina, Citi Mortgage, DnB NOR ASA, IBM Office of the CIO, LabCorp, Standard Bank of South Africa and The CIT Group© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Orchestra Networks EBX5 for RDMStrengths Caveats  Robust solution for centralized DG,  Nascent North mgmt, stewardship, & distribution American market of enterprise reference data presence  Enterprise-scalable RDM1  Shortage of EBX-  Strong taxonomy support & knowledgable mappings consultancies  Model-driven ease of deployment,  Vulnerability in rapidly implementation, & use (built-in process evolving market flows + semantic database underpinning) crowded with mega  Support for temporal reference vendors & other data nouveau MDM  Cloud-based, SaaS option vendors  Under invested in 1 – BNP Paribas, Crédit Suisse, Michelin, … marketing© 2012 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Software AG wM OneData RDM 8.5Strengths Caveats  Robust solution for centralized DG,  Nascent market mgmt, stewardship, & distribution presence of enterprise reference data  Shortage of  Proven multi-domain RDM1 knowledgable  Strong taxonomy support/mappings consultancies for internal & external reference data  Lacking SaaS  Can ingest customer metadata capabilities models & UI wraps around model  Under invested in  Model-driven ease of deployment, marketing implementation, & use (integration w/ 1 – Allianz, Avon Products, Chubb BPM for SOA & MDM deployment)) Insurance, General Electric, Givaudan,  Stable, deep pockets vendor2 Nokia, Parexel, Pepsico, SwissGrid, Wellpoint, … 2 – 2012 est. revenue $1,2B, 5K employees, 70 countries© 2012 The MDM Institute www.The-MDM-Institute.com
  • Critique of Current RDM Capabilities  Challenge of RDBMS-flavored RDM vs. semantic/OODBMS-flavored RDM  RDM *is* mission critical  Error in reference data will ripple outwards affecting quality of master data in each domain, which in turn affects quality in all dependent transactional systems  Heavily interconnected nature of reference data is why it requires separate management & governance  Cloud-enabled, SaaS model still proving itself for mission-critical  Majority of MDG solutions do not address notion of "temporal" reference data  Market misconception/dogma that RDM *must* be in same stack as multi-domain MDM© 2012 The MDM Institute www.The-MDM-Institute.com
  • BOTTOM LINE  Acknowledge no single MDM vendor “does it all well”  Nascent Master Data Governance capabilities  Out-of-the-box RDM vs. do-it-yourself RDM  Little hope for 3 rd party MDG to unify MDG of mega vendors  Plan for possibility of different brands of MDM  RDM  Operational/transactional MDM  Insist on RDM capabilities with strong workflow/authoring© 2012 The MDM Institute www.The-MDM-Institute.com
  • © 2010 The MDM Institute www.The-MDM-Institute.com
  • © 2010 The MDM Institute www.The-MDM-Institute.com
  • How to Leverage the MDM Institute Kick start “MDM, MDG or RDM evaluation process”  Attend public workshop  Bring workshop on-site Fine tune in-process MDM strategies  Due diligence on reference checking & contract details Stay ahead of curve via MDM Business Council  Re-qualify every 6 months via survey  Receive MDM Alerts & access to Web-hosted research Increase your knowledge & negotiating strengths via MDM Advisory Council Membership  Participate in monthly email surveys & receive updated industry scorecard  Receive monthly MDM consultation via telephone “Independent, Authoritative, & Relevant”© 2012 The MDM Institute www.The-MDM-Institute.com
  • MDM & Data Governance Summit™ Conference Series MDM & Data Governance Summit Singapore Marina Bay Sands Resort ▪ December 4-5 MDM & Data Governance Summit Shanghai Shanghai International Convention Center ▪ March 2013 MDM & Data Governance Summit Europe Radisson BLU – London ▪ April 15-17, 2013 MDM & Data Governance Summit Asia-Pacific Four Points Darling Harbour– Sydney ▪ May 20-21, 2013 MDM & Data Governance Summit San Francisco Hyatt Embarcadero – San Francisco ▪ May 2013 MDM & Data Governance Tokyo Belle Salle Kanda– Tokyo ▪ June 14, 2013 MDM & Data Governance Summit Canada The Carlu – Toronto ▪ June 2013 MDM & Data Governance Summit New York Marriott Marquis NYC Times Square ▪ October 2-4, 2013 “More MDM programs get their successful start atMDM & Data Governance Summits than anywhere else”© 2012 The MDM Institute www.The-MDM-Institute.com
  • Aaron Zornes Founder & Chief Research Officer www.the-MDM-Institute.com aaron.zornes@tcdii.com www.linkedin.com/in/aaronzornes +1 650.743.2278 @azornes Authoritative Independent Relevant© 2012 The MDM Institute www.The-MDM-Institute.com