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  • AstraZeneca (products, customers) <br /> Consumer medical devices firm (B2B, B2C, B2B2C) <br /> “Top 5” global pharma (Employee, Contractor, Clinical Protocol, Product) <br /> Multiple global Fin Svcs Providers for counter-party risk mgmt <br />
  • AstraZeneca (products, customers) <br /> Consumer medical devices firm (B2B, B2C, B2B2C) <br /> “Top 5” global pharma (Employee, Contractor, Clinical Protocol, Product) <br /> Multiple global Fin Svcs Providers for counter-party risk mgmt <br />
  • AstraZeneca (products, customers) <br /> Consumer medical devices firm (B2B, B2C, B2B2C) <br /> “Top 5” global pharma (Employee, Contractor, Clinical Protocol, Product) <br /> Multiple global Fin Svcs Providers for counter-party risk mgmt <br />
  • AstraZeneca (products, customers) <br /> Consumer medical devices firm (B2B, B2C, B2B2C) <br /> “Top 5” global pharma (Employee, Contractor, Clinical Protocol, Product) <br /> Multiple global Fin Svcs Providers for counter-party risk mgmt <br />
  • Missing formal CDI solution <br /> CDI data model <br /> Hierarchy mgmt <br /> Teradata customers have been managing and integrating customer data on the Teradata platform for years - yet they don&apos;t refer to it as CDI: <br /> Ace Hardware <br /> Barclays Bank <br /> BCBS of NC <br /> Best Buy <br /> BofA <br /> Charles Schwab <br /> eBay <br /> Harrah&apos;s <br /> Orbitz <br /> Overstock.com <br /> Travelocity <br /> Wells Fargo <br />
  • Missing formal CDI solution <br /> CDI data model <br /> Hierarchy mgmt <br /> Teradata customers have been managing and integrating customer data on the Teradata platform for years - yet they don&apos;t refer to it as CDI: <br /> Ace Hardware <br /> Barclays Bank <br /> BCBS of NC <br /> Best Buy <br /> BofA <br /> Charles Schwab <br /> eBay <br /> Harrah&apos;s <br /> Orbitz <br /> Overstock.com <br /> Travelocity <br /> Wells Fargo <br />
  • Missing formal CDI solution <br /> CDI data model <br /> Hierarchy mgmt <br /> Teradata customers have been managing and integrating customer data on the Teradata platform for years - yet they don&apos;t refer to it as CDI: <br /> Ace Hardware <br /> Barclays Bank <br /> BCBS of NC <br /> Best Buy <br /> BofA <br /> Charles Schwab <br /> eBay <br /> Harrah&apos;s <br /> Orbitz <br /> Overstock.com <br /> Travelocity <br /> Wells Fargo <br />
  • A Global Perspective Trusted by 3,300+ Enterprises Worldwide <br /> Our client base includes emerging and global IT end-user, vendor, and public-sector enterprises <br /> More than 250 Analysts/Consultants <br /> Average 13 of years IT experience <br /> Former CxOs who understand boardroom challenges <br /> Former Big X consultants who understand first-hand the ins and outs of large strategic IT projects <br /> Former IT executives who understand back- and front-office issues <br /> Former IT vendors who understand the markets <br /> Fun Facts <br /> 25% of META Group’s research staff have over 20 years of experience <br /> 40% were directors and above <br /> 10% were at the CxO level <br /> 20% come from the Fortune 500 <br />

Mdm field reports   aaron zornes (nyc - october 2013) v2 print Mdm field reports aaron zornes (nyc - october 2013) v2 print Presentation Transcript

  • Product Evaluation Criteria & Field Reports for the Leading MDM Solutions 8 th Annual MDM & Data Governance Summit New York October 20-22, 2013 Aa ro n Zorne s C h ief R ese arch Office r The M DM In sti tu te aaron.zornes@tcdii.com www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278
  • “Top 10” MDM Evaluation Criteria 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Data model Business services Identity resolution Data governance Architecture Data management Infrastructure Analytics Developer productivity Vendor integrity Infrastructure fracas will escalate as mega app vendors rush to dominate business services/processes & data models as high ground © 2013 The MDM Institute www.The-MDM-Institute.com
  • MDM Institute Field Reports – MDM**  Ataccama  Pitney Bowes  Dell Boomi  Riversand  IBM InfoSphere MDM  SAP MDM, MDG & MDS  Informatica MDM  SAS MDM  IBI MD Center  Semarchy  Kalido MDM  Software AG  Microsoft MDS  Stibo  Oracle MDM  Talend  Orchestra Networks  Teradata/Aprimo MDM  TIBCO MDM ** Persisted customer or product data hubs © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: IBM InfoSphere MDM v11  Strengths   Integration of 3 best-of-breed technologies as multistyle, multi-domain MDM in single operational hub– Caveats  MDM Server, Initiate MDS, MDM4PIM1, 2      Collaborative authoring – workflows for collaborative tasks Strong solution for R/T processing with business services, MDM Application Toolkit & BPM Express (June 2013)  Industry/use case-specific solutions just emerging (outside of traditional strengths of HC/FSI) Integration with other IBM products still emerging Real-time probabilistic search/match accuracy, scalability & performance Strong emerging offerings in areas of Data Governance & RDM Market share leader – strong in Fin Svcs, Public Sector, Healthcare & Retail © 2013 The MDM Institute www.The-MDM-Institute.com 1 – Standard Edition & Advanced Edition now on same technical platform 2 – MDM Server family 2013-14 nomenclature ^ Collaborative Edition = Collaboration Server (formerly MDM Server for PIM) ^ Standard Edition = Initiate Master Data Service ^ Advanced Edition= Initiate MDS + MDM Server ^ Enterprise Edition = Collaboration Server + Initiate MDS + MDM Server
  • Field Report: Informatica MDM 9.6.1  Strengths         Extensible multi-domain support1  High performance & scalability with inmemory processing  Data versioning capability with effective dates Universal MDM architecture – scale to hub-ofhubs, support for social & Big Data Multiple deployment – on-premise, cloud, hybrid … plus Cloud MDM3 Multiple implementation architectures/use cases – e.g., registry/transactional/coexistence Caveats   Nascent active data governance Nascent RDM strategy Upgrade vs. migration concerns Registry-to-Hub migration 1 - Products/Customers; B2B/B2C/B2B2C; 2 – Informatica Data Director (IDD) is data steward console application for entity lifecycle management 3 – Acquisition of DataScout rebadged as Cloud MDM; acquisition of Heiler rebranded as Informatica PIM 4th gen features: integrated BPM (Fujitsu), 4 – 2012-13 momentum = BBVA, China Southern cloud integration w/ strong integration w/ data Grid, Celgene, Chubb, Coca Cola, Disney, Mae, FDA, Galderma, GE, Houghton integration, identity resolution (IIR), metadata FannieHarcourt, HP, Jones Lang LaSalle, Mifflin MasterCard, McAfee, Metlife, Wyndham, & DQ © 2013 The MDM Institute www.The-MDM-Institute.com Sutter Health, Williams-Sonoma, ……
  • Field Report: IBI Master Data Center (MD Center)  Strengths   Proven multi-entity MDM– via OEMing of Ataccama with addt’l deterministic matching & DQ Center  Real-time data integration1 – including process- Caveats   level integration with Oracle & SAP    Integrated with iWay application & data adapters2 Integrated, separately marketed data profiling via DQ Center   New name customer momentum resulting from PIM capabilities evolving Nascent data governance vision & roadmap No reference data strategy No registry architecture solution MDM as integral component of go-to-market BI strategy3  OMNI industry apps– Healthcare, Retail © 2013 The MDM Institute www.The-MDM-Institute.com  No BPM strategy  SI channel ramping up   Modest # of references 1 - B2B Suite (full E2E monitoring of B2B & B2B2Agent); BPA Suite; EIM Suite 2 - iWay Data Migrator iWay Service Mgr, iWay Search 3 – CNWL NHS, Henry Ford Health Systems, Ministry of Transportation (Ontario), Mt. Sinai Hospital, Noridian Mutual Insurance, SABRE Marketing, Topco, …
  • Field Report: Kalido MDM 9 sp2  Strengths          Time-to-value/ROI Focus on active data governance via data policy mgmt Multi-entity1 Reference data support Visual business modeler Process flows & workflow engine for data governance/stewardship Model-driven user-specific customized interfaces w/no coding (incl mobile devices) European momentum2 © 2013 The MDM Institute www.The-MDM-Institute.com Caveats     Data governance needs better integration (roundtrip) Lack of awareness for Kalido’s operational use cases Lacks native customer/ address standardization Lack of strong major SI channel 1 – Customer, product, financial, supplier, employee, location, KPI, etc. 2 – Recent European momentum in CPG, pharma, financial services, insurance, as well as established successes in Virgin Media, Visa Int'l, Imperial Tobacco, Post Office Limited, AB InBev, etc
  • Field Report: Microsoft Master Data Services (MDS)  Strengths         Caveats Hierarchy management  Customer, product, financial, supplier, employee, KPI, etc.  Pending RDM capabilities Integration with SharePoint & MS Office (Eventual) integration with MS Data Quality Services (MS DQS) Support for PSFT, SAP BW, R/3 hierarchy import Low cost of ownership / SQL Server 2008 bundling No data governance roadmap No roadmap for integration with dynamic ERP & CRM  Lacks identity resolution  Not enterprise scalable  Lack of strong SI channel  Under invested in marketing **Formerly Stratature +EDM (Enterprise Dimension Management) © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Oracle Customer Data Hub v12.1.3  Strengths   Multi-entity platform1  Trading Community Architecture  Mid-market references Caveats    2 High-tech manufacturing expertise Global ID generation, mgmt & xref  Global reach3   Fair-to-meek customer recognition capability Best fit is B2B & midmarket Lack of industry-specific data models Integrated DQ & Analytics   Minimal high-end references 1 - Parties, Products (PIM Hub), Locations (Site Hub) 2 - Agrokor, Church Pension Group, Etat de Geneve, GGB, Hanjin Shipping, Kangwon Land, LG Telecom, Network Appliance, Rand Merchant Bank, Symantec,, … 3 - Security blanket for government, high tech, & manufacturing industries © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Oracle Hyperion DRM  Strengths      Analytical MDM for sharing dimensions, hierarchies, & reporting Operational MDM (Ledger Hub) for chart of accounts, cost centers, legal entities Robust business rules engine (BPM) Active data governance – i.e., change 1,2 11.1.2.1 Caveats   Lack of CDI references Minimal marketing of the solution request/approval workflows, role-based access, granular security, model-driven     Integration with Oracle ERP/GLs, Hyperion EPM apps & others Strength in both financials & Financial Services industry Mature product, strategic technology3 Sold by HYSL & Oracle MDM sales force overlays © 2013 The MDM Institute www.The-MDM-Institute.com 1 - Formerly Hyperion MDM … Fusion Edition V.11.1.2.1 2 - DRM = data relationship management 3 - Potential to provide hierarchical unification across CDH & UCM (as well as IBM, SAP, & others); frequent use as master reference data system
  • Field Report: Oracle Customer Hub (Siebel 8.2 UCM) 1  Strengths         Strong enterprise MDM & DG vision & roadmap Enterprise-strength vertical Hub applications OOTB integration w/ both Oracle & non-Oracle apps Momentum & expertise in Telco & Retail Banking High-end production sites2 Integrated DQ & identity resolution (Datanomics) & analytics Strong SI channel © 2013 The MDM Institute www.The-MDM-Institute.com Caveats    Active data governance strategy emerging – Oracle Data Governance Manager = DQ workflows Delay of Fusion MDM Registry strategy still evolving 1 - Formerly Siebel Universal Customer Master 8.2 a.k.a. “UCM” 2 – Areva T&D, Bank of Riyad, CSFB, Home Depot, KPN, Nokia, Qwest, Royal Caribbean Cruise Lines, Saudi Telecom, Toyota Financial Services, Westpac, Zebra Technologies, …
  • Field Report: Oracle Healthcare Master Person Index 1  Strengths  Caveats  Open source (Mural, JCAPS)   SeeBeyond heritage     Primarily supporting registry-style approach  High scalability – albeit via toolkit approach Party data – customer, supplier, & citizen   10+ of MDM Suite Under invested in marketing Perceived as “healthcare- & government-centric” Staff reductions 100+ installations of SeeBeyond2  Open source © 2013 The MDM Institute 1 – Formerly Sun Microsystems MDM Suite R6 2 – Geisinger Health Systems, Harrods, Harrow Council, Infonet, Los Angeles Department of Water & Power, Providence Health System, National Health Svc (UK) www.The-MDM-Institute.com
  • Field Report: Orchestra Networks EBX 5  Strengths   Integrated pro-active DG – data models, Caveats  DQ rules, workflow config, role-based security, …    Integrated matching in workflow Native support for party, product, reference data Strong hierarchy management – dynamic standard & alt hierarchies, inheritance    Strong multi-entity support via semantic modeling & OO layer (vs. relational) 2 Browser-based UIs for business & IT 3-way versioning – “what if?”, “as of?”, “who did what?”  Standards-based, not 3rd party – Java, any RDBMS, any ETL  Cloud/SaaS offering, MDM Alliance © 2013 The MDM Institute www.T, he-MDM-Institute.com     Modest marketing budget Growing (but still small) SI channel New DQ Dashboards, MDG – upcoming Q4 2013 Small presence in AP & LA Only modest references for high-end scalability3 1 – Citi, Credit Suisse, Paramount, McDermott, Sabre, BNP Paribas; Bolloré Africa Logistics; Credit Agricole; Geodis; La Poste; L'Oreal; Michelin; National Bank of Canada; netSpend; Oseo; Sabre; Technip; UBI Soft; United Technologies Corp; VUB Banka … 2 – Good for B2B use cases 3 – BNP Paribas, Geodis … not for high–end transactional MDM
  • Field Report: Pitney Bowes PB Spectrum MDM  Strengths     Caveats Single unified framework for E2E customer data mgmt & analytical solutions family + Cloud/SaaS offering OOTB big data support1 with built-in analytics2 Intuitive graph-oriented modeling for complex, connected data    (vs. normalization & simple hierarchies)  Strong multi-entity, multi-domain support via semantic modeling & OO layer (vs.  ERP/CRM data model / SQL orientation)  Relatively new entrant in MDM space; one of mktshare leaders in DQ Lack of SI channel – ACN, EMC, TCS, Deloitte & Wipro ramping up Nascent data governance capabilities Multi-domain support does not include deep PIM (NPI, PLM) or RDM Brand challenged in driving thought leadership in space  Support for rapid & agile model development + rollout w/ nimble/proven Large data volumes, 3rd-party reference data, social SOA architecture deployable 1 – data, unstructured data; high performance queries onnetwork complex, connected data on commodity hardware 2 – Combination of predictive customer analytics with social network & spatial analytics © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Riversand MDMCenter V6.1 1  Strengths   Built-in data quality & data governance  Caveats Multi-entity MDM focus – product, supplier,  Nascent operational MDM for ‘customer/party’ material, location, …    Singular, modular, highly-integrated solution = better process orchestration Deep comprehensive PIM functionality – well-   integrated, search, digital asset mgmt, workflow, print publishing   Deterministic matching Quantity of PIM references2  Lags other vendors in deployments Underinvested in marketing Current focus in NA but expanding to EU (2012) & AP (India office 2011) Ongoing channel conflict (minimal implementation partners)  Retail, Petrochemical & Mfg expertise  Hosted model available  New DQ partners as channel – CNET, D&B, Experian, LaCross, Loquate, Trillium 1 – PIM 6.1, MDM, & Plant MDM 2 – RETAIL: Fingerhut/Geddington, Overstock.com, PC Connection, VF Corp,; MFG: Cytec Industries, Dresser-Rand; Ingersoll-Rand, Saint-Gobain, Siemens, DISTRIBUTION: ScanSource, Schneider Electric; ENERGY: ConocoPhillips, ExxonMobil, Spectra Energy, BP; PHARMA: Teva, GHX © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: SAP NetWeaver MDM v7.1  Strengths    Caveats Analytical MDM reporting for customer/party  Operational MDM for supplier & product  Quantity of MDM references1   Supply chain expertise    Operational MDM for ‘customer/party’ not field proven  Multi-entity MDM focus2 & consistent product strategy Integration with BOBJ data quality & integration (ETL) Confusion over long term roadmap   SAP underpinnings for sys mgmt  1 – CDI-related = Adidas, Intel, Nortel, Whirlpool, … 800+ sites for PIM 2 - Including full PIM capability & support for material, vendor, etc. 3 –Very conservative ramp up; previously lacking due to party model limitations  © 2013 The MDM I nstitute www.The-MDM-Institute.com Did not support “full data” model until 7.13 & not limited number of MDG-C sites SAP NW MDM = enterprise MDM for heterogeneous environments SAP MDG – “embedded” w/ SAP solutions, starting w/ BOBJ; domain-specific MDM apps SAP MDG Enterprise Edition (formerly MDF/MDS or master data svcs) – HANA-enabled MDM for real-time CDI Registry strategy still maturing
  • Field Report: SAS MDM 4.1 (DataFlux qMDM v3.2)  Strengths         Graduated approach to MDM – DQ->DG->MDM Quick time-to-value – no per-record or per-domain charges Caveats   Integrated DQ (incl entity resolution) + quality knowledge DBs Flexible data model – domain-neutral & multientity-based  Commitment to active Data Governance & related work flow SAS “deep pockets”, common data & workflow mgmt, channel & stability  Missing Cloud capabilities Modest support & references for PRODUCT master data Relatively small # of customers adding product master to customer master Lack of SI channels Midmarket CDI references1 1 – Accident Compensation Corp., Actelion BSN Medical, Carl Zeiss, Cosmopolitan Casino, CPP, Edwards Life Sciences, Feu Vert, Hyundai Capital, Invacare, Macy’s, MGM, Northern Virginia Electric Coop, Pep Boys, Salix, West Midlands Police, … © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Semarchy Convergence for MDM 2.1  Strengths    Strong multi-entity, multi-domain, multi-styles support Integrated modeling w/o code– Models, Rules, Security, Workflows, UIs      Integrated platform covers most MDM functions - DI, DQ, standardization, matching, workflows, 100% Web UIs "Evolutionary MDM" approach– nonintrusive & iterative Caveats  New entrant in MDM market  Modest # of references1  Under invested in marketing   Lack of strong major SI channel Nascent RDM strategy Native versioning & lineage Vision & Data Governance roadmap Enterprise scalability 1 1 – Various domains & industries: Industry (Araymond, Volkswagen Group France), Retail (Oakley), Insurance (AG2R La Mondiale), Healthcare (HUG), Gov’t (ANFR) © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Software AG webMethods OneData v8.2  Strengths      Fully integrated multi domain1 Multiple architectural styles & use cases in one instance2 Data model flexibility Sophisticated hierarchy mgmt— e.g., relationship charts, rules mgmt  Integrated DQ engine (Trillium)  Full SOA     Full lifecycle with DG framework  Caveats    Lack of market awareness of MDM acquisition SI channel ramping up Under invested in marketing Modest number of CDI references 3 Process-oriented MDM approach is new to market Future integration of Software AG’s BPM strengths to MDM Price & time to value via pre-packaged templates 1 – Enterprise data model covering all domains, or a portion, generates the framework of the MDM solution which can be extended or configured 2 – Supports all architectural styles except Registry; supports operational MDM & analytical MDM use cases 3 – Avon, Cargill, GE, Novartis, Paraexel, Wellpoint, ... © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Stibo STEP 6.0  Strengths   Deep functionality for PIM – comprehensive, well integrated Caveats  (product, supplier, location)  PIM scalability  Quantity of PIM references1    CPG, Retail, Travel & Hospitality expertise Multi-entity MDM focus & consistent product strategy  Deep pockets/financial stability      Nascent operational MDM for B2C ‘customer/party’ .. T.b.a. week of 27-Oct-203 Active Data Governance UI just emerging Entry-level RDM strategy needed Cloud strategy evolving SI channel ramping up2 Underinvested in marketing Global sales & support 1 – Advance Auto Parts , BlueLynx/GP, bol.com, Burberry, Fairchild Semiconductor, General Motors, Hagemeyer, Home Depot, Kellogg Company ,Mitchells & Butlers, Office Depot, Oriental Trading Company, Sears, Sony, Stop N Shop, Target, … 2– Acuity Group, ACN, Capgemini, Deloitte, EMC, Logica, Sapient, Steria, TCS 3 –STEP 6.0 is full-stream multi domain MDM with an all new entity model at the core © 2013 The MDM Institute www.The-MDM-Institute.com
  • Field Report: Talend Enterprise MDM v5.x  Strengths   XML-based MDM with non-intrusive SOA  Caveats Multi-entity MDM support – customers, suppliers, products, organization, employees, ...      Lower cost than proprietary MDM solutions  Proven commercial open source expertise & business model from recognized market leader in open source data integration Integration with Talend open source DQ & data integration (ETL) capabilities; nascent BPM integration Rapidly evolving “big data” alignment – Hortonworks © 2013 The MDM Institute  e.g.,  Lacking "active data governance" (upstream) Lacking identity resolution Under invested in marketing Uncertain strategy re: software-as-a-service MDM capability 1 – 80 projects worldwide using the 'free' version 2 – BBC; BCBS Tennessee, Berlingske; Boston College; Federal Reserve Board; Gendarmerie; Iron Mountain; Kuoni Travel; RTE; SAB Miller; SourceMedia; St. Judes’s Research Hospital; Swisscom; The Weather Channel; Time-Warner Cable; Travelex, TUI UK, Veolia; Vinco Group … www.The-MDM-Institute.com
  • Field Report: Teradata MDM 3.2 (Aprimo)  Strengths         Single code base for analytical & operational MDM Party, product, financial, location & RDM1, 2 Full lifecycle & process flows for multientity support Consolidated EDW & MDM platform + focus on RDM for DW Integration with Teradata DB, Profiler, Aprimo Relationship Mgr, et al DQ integration with Trillium, SAP DQM, SAS Data Quality, INFA for cleansing & matching New in-database matching engine © 2013 The MDM Institute www.The-MDM-Institute.com Caveats    Modest # references3 Active data governance strategy evolving SI support ramping up 1 – Packaged CDI Solution released with MDM 3.2 in June 2012 2 – Entry level package focused on RDM available as “Aprimo LRDM” 3 – ANZ Bank; AU Dept of Agriculture, Fisheries & Forestry ; BevMo!; Cornerstone ; top 3 global CPG Co.; top 10 global CPG Co.; Electronic Arts; Hershey’s; Intel; large Indonesian mobile communications firm; Meredith ; MillerCoors; NAB; NCR; Pratt & Whitney; Telstra; Teradata; Vodafone Australia
  • Field Report: TIBCO MDM 1  Strengths          Caveats Well-suited for both operational & collaborative MDM Full lifecycle & process flows for multi-entity support + reference data Multi-hub, multi-application MDM deployment w/ templates for many domains Active data governance via integrated BPM/workflow for collaborative authoring & orchestration Architecture fits well with real-time & distributed services nature of SOA + BPM Integrated (Trillium) data discovery & data quality MDM Analytics for business users (SpotFire) Intelligent MDM-integrated search (Netrics) © 2013 The MDM Institute www.The-MDM-Institute.com     Big data strategy well thought out but not “in market” No formal Reference Data Mgmt product Under invested in marketing Prof svcs org somewhat competitive vs. SIs 1 – formerly Collaborative Information Mgr (CIM) 8.x 2 – Alstom, Covance, Digikey, Essilor, GFI Group, Lafarge, Lion Nathan, Mahindra & Mahindra, RAC of WA, Rent-a-Center, Paul Hartmann AG, Sanofi Pasteur, State Compensation Insurance Fund, Vodafone…
  • Field Report: VisionWare MultiVue Identification Server  Strengths    Analytical–capable + operational–focused MDM Multi-entity – people, property & assets   Caveats    Public sector expertise Sophisticated, yet well-packaged core MDM functionality – e.g., DB 10s of millions of master records  partitioning, web services, BPM     Mid-market pricing Microsoft as channel Microsoft software stack affinity Longevity – e.g., 100+ installations © 2013 The MDM Institute www.the-MDM-Institute.com Strategy beyond public sector just beginning UK-centric Currently mid-market scalability1 – e.g., millions vs. Matching algorithms for data custodianship evolving – not automated self-tuning level yet   Data governance strategy evolving Registry-orientation more than persisted data hub 1 – Product tested up to 50 million records with no performance issues; additional future testing with Microsoft Scalability labs
  • Prologue    Understanding scope, diversity & limitations of current 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 © 2013 The MDM Institute www.the-MDM-Institute.com
  • BOTTOM LINE  Acknowledge no single MDM vendor “does it all well”    B2B vs. B2C vs. B2B2C   Analytical vs. Operational vs. Collaborative MDM   CDI vs. PIM Batch vs. real-time Recognize that industry expertise matters Test drive identity resolution/matching & consulting expertise Reference check based on complexity of use case & scalability Insist on Data Governance capabilities contractually with specific deliverables © 2013 The MDM Institute www.The-MDM-Institute.com 
  • How to Leverage the MDM Institute  Kick start the “MDM evaluation process”    Fine tune in-process MDM strategies   Due diligence on reference checking & contract details Stay ahead of curve via MDM Business Council    Attend public workshop Bring workshop on-site 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” © 2013 The MDM Institute www.The-MDM-Institute.com
  • MDM & Data Governance Summit™ Conference Series MDM & Data Governance Summit New York Sheraton Times Square ▪ October 20-22, 2013 MDM & Data Governance Summit Singapore Marina Bay Sands Resort ▪ October 31-November 1, 2013 • MDM & Data Governance Summit Shanghai 2014 Shanghai International Convention Center ▪ Spring 2014 • • MDM & Data Governance Summit Europe 2014 Radisson Portman BLU - London ▪ May 19-21, 2014 MDM & Data Governance Summit Asia-Pacific 2014 Doltone House, Darling Island Wharf – Sydney ▪ May 2014 • MDM & Data Governance Summit Tokyo 2014 Belle Salle Iidabashi First – Tokyo ▪ June 2014 MDM & Data Governance Summit Toronto The Carlu ▪ June 2014 MDM & Data Governance Summit San Francisco San Francisco ▪ July 2014 “More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else” © 2013 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 © 2013 The MDM Institute www.The-MDM-Institute.com
  • About the MDM Institute  Founded in 2004 to focus on MDM business drivers & technology challenges  MDM Advisory Council™ of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects   MDM Road Map & Milestones™ annual strategic planning MDM Alert™ newsletter MDM Market Pulse™ surveys  MDM Business Council™ website access & email support to 35,000+ members    monthly MDM Fast Track™ one-day public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas MDM & DATA GOVERNANCE SUMMIT™ annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto assumptions About Aaron Zornes  Most quoted industry analyst authority on topics of MDM, RDM & Data Governance  Founder & Chief Research Officer of the MDM Institute  Conference chair for Information Mgmt’s MDM & Data Governance Summit conferences  Founded & ran META Group’s largest research practice for 14 years  M.S. in Management Information Systems from University of Arizona “Independent, Authoritative, & Relevant” © 2013 The MDM Institute www.The-MDM-Institute.com
  • MDM Institute Advisory Council Representative Members  3M Advisor agrees to provide Institute’s Bell Canada consultants with advice & insight regarding Caterpillar Cisco Systems the use of MDM software & related business Citizens Communications processes at Advisor’s convenience COUNTRY Financials Educational Testing Services Advisor agrees to participate in at least one GE Healthcare Honeywell fifteen (15) minute survey teleconference call Information Handling Services every sixty (60) days Intuit JC Penney Optionally, Advisor may respond to the biMcKesson Medtronic monthly survey request via email or InternetMicrosoft based survey fulfillment Motorola National Australia Bank Results of such MDM market research Nationwide Insurance Norwegian Cruise Lines surveys shall be aggregated by the Institute Novartis & made available to all Advisory Council Polycom Roche Labs members Rogers Communications Scholastic In no case, shall any Advisor-specific survey SunTrust information be made available to other Sutter Health Visa parties unless Advisor has specifically Westpac agreed to the release of such information in Weyerhaeuser writing 150 organizations who receive unlimited MDM advice to key • • • • • •  • • • • •  • • • • •  • • • • • • •  • • • • • • individuals, e.g. CTOs, CIOs, & MDM project leads © 2013 The MDM Institute www.The-MDM-Institute.com