The document summarizes National Bank's implementation of a Master Data Management (MDM) initiative. It discusses why the bank adopted MDM, how their initial pilot of the MDM system was successful, and how MDM has now been expanded across the entire bank. Key benefits highlighted include improved data quality, a single version of data truth, and better governance. Tips for a successful MDM implementation include starting small, using an agile methodology, and involving partners like a data governance committee from the beginning.

1. National Bank MDM initiative
MDM & Data Governance Canada Summit
Raphael Colsenet – Manager, BI Data Modeling and Master Data Management
June 2011

2. Agenda
National Bank @ a glance
Why adopt MDM?
The proof is in the pilot
MDM goes corporate
Walking the MDM talk
Sustaining the success
Looking forward with MDM
MDM delivers results
Making MDM work for you (tips)
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3. Who we are @ a glance NBC @
a glance
 Sixth largest bank in Canada and leading bank in Québec
 Recognized as the strongest bank in North America
 Total assets in excess of 152 billion
 Net income for 2010: 1,034 billion
 18,000 collaborators
 Complete range of services
– Banking and investment solutions
– Securities brokerage
– Insurance
– Wealth management
– Corporate and investment banking
– Mutual fund
Bloomberg Markets – June 2011
3 MDM Canada Summit 2011

4. Drivers for MDM adoption Why Adopt
MDM?
 Business’ 1 Client 1 Bank methodology
– Provide best-in-class service regardless of client point of entry at the
bank
– Eliminating silos and organizational boundaries
– Implementation of the new SAP platform
– New BI environment
 Data perspective
– Single version of the truth
– Centralized application
– Improved data quality
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5. Embracing MDM as a practice Proof is in
the Pilot
 Project Risk Compliance under Basel II
 EBX used for 3 types of data
– Master Data
– Xref Data
– System parameters
 60 domains delivered at completion
– Basel asset type
– Exposure type
– Currency
– Country
– …
 Extremely successful initiative  Reinforced our decision to
use EBX as Corporate tool for MDM
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6. Evolving MDM MDM goes
Corporate
 More than 500 domains
 Exponential growth: from 60 to 500+ Domains
 Multi MDM project in parallel
 Dedicated MDM team
 Biggest challenge: Data governance
Domains in EBX by applications
Basel BI CRM ….
60 Domains 411 Domains 30 domains 15 domains
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7. MDM Multi domain MDM goes
Corporate
 Domains are grouped by business units  empower BU
 Share values between applications  Enforce a single domain
owner that propagates to other business groups
 One central repository
 Reusability
 Eliminating redundancy
EBX
Data Steward Data Steward Data Steward Data Steward Data Steward
BI Risk HR Personal Commercial
Banking Banking
App BI Basel CRM ….
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8. BI benefits from the MDM approach MDM goes
Corporate
 EBX is now the only data source for corporate dimensions
 Business units are responsible for data quality
 Organizational units
BI  Client segmentation Data Steward
 Product HR
 Agreements
 Representative
 Currency
 Geography
Data Steward
 Industry
Personal
 Holiday Banking
Data Steward
IT
8 MDM Canada Summit 2011

9. BI benefits from the MDM approach MDM goes
Corporate
 MDM enables the propagation of conformed dimensions throughout the
BI environment
 Uniform terminology amongst all business units
EBX MDM
BI / Risk DM
Data Steward DWH
 Organizational units
 Client segmentation
 Product
Finance DM
 Agreements
 Representative Mobile Sales
 Currency
 Geography force DM
 Industry
 Holiday
….
9 MDM Canada Summit 2011

10. Robust MDM Architecture Walk the
MDM Talk
MDM HUB
 Single unified platform
ETL  Reduce application foot print
 Improve data quality
 Reduce IT intervention
Web services
DWH CRM Transactional applications
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11. Agile implementation methodology Walk the
MDM Talk
 Iterative and rapid delivery cycles (Agile)
 Strong business unit implication
 Self training
 Easy to use technology enables rapid development
 Strong user adoption
 Reduce development cost by 40%
UI
Workflow Data Steward
EBX Team
Production
Iterative mode
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12. Post production methodology Sustain the
Success
 MDM owned by business units
 Governance committee is in charge of coordinating the changes and evaluating the
impact analysis
 Workflow guarantees data integrity by ensuring cycle is respected
 Data validation rules ensure users respect input parameters (high data integrity)
 Versioning allows rollback in case of problems
 Flexible security model ensures that users have proper access
 Audit log satisfies SOX compliance
 Very few interventions by IT teams
BI Environment
Data Steward Business Owner Gatekeeper Production
SAP
Risk - Basel
Other…
Data Governance Committee
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13. Evolving the practice Looking
Forward
 Real time MDM Platform
 Propagate MDM vision to other business units
 Expand the use of EBX to non MDM data
 Eager to deploy EBX 5 ! Woo Hoo !
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14. Benefits and ROI MDM
Delivers Results
Business advantages
• Improved MDM data quality
• Single MDM version
• Better governance
• Business assumes ownership of data and processes
IT advantages
• Reduced number of applications
• Excellent integration with corporate architecture strategies
• Single web based product for developers and end users
• Extremely fast SDLC
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15. Tips for a successful initiative MDM
and You
 Start with a small initiative
 Use the Agile method
 Involve partners in the process at the outset
 Data governance committee
 Data quality team
 Data steward
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16. Thank you
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