This document provides an overview of Precisely's data stewardship and governance solution. It begins with an agenda that includes discussing business challenges, Precisely's solution, a demonstration, and reasons to choose Precisely. It then discusses challenges customers face around data growth, protection, and digital transformation. Precisely helps customers manage data assets, democratize data, meet regulatory requirements, and establish data governance. The presentation demonstrates Precisely's capabilities for data discovery, modeling, quality processes, monitoring KPIs, and reviewing exceptions. It positions Precisely as the global leader in data integrity.
2. House Keeping
• Today's webinar audio is streamed through your
computer speakers.
• Audio lines will be muted during the presentation.
• Submit your questions at any time using the Q&A
window.
• For technical assistance, please reach out to us via the
Q&A window.
• You can move and resize the different webinar panels.
• The Resource List contains brochures which you can
download and read later.
• This webinar is being recorded. You will receive an
email after the webinar with a link to the recording.
4. Why now?
British Airways
British Airways to pay a
fine of nearly $230 million
for a data breach previous
year, the largest penalty
against a company for
privacy lapses under a
new European data
protection law 1
Marriott
The U.K. data protection
authority said it will serve
hotel giant Marriott with a
£99 million ($123 million)
fine for a data breach that
exposed up to 383 million
guests 2
Citi
Citi fined $400 million over
risk management, data
governance issues 3
5. Why now? DFAT
Transport for
NSW
Increasing occurrences of
recent data breaches
Optus faces class action over
major data breach (April 2020)
https://www.businessnewsaus.com.au/articles/op
tus-faces-class-action-over-major-data-
breach.html
Microsoft customer support
database exposed online
(January 2020)
https://www.techradar.com/au/news/microsoft-
customer-support-database-exposed-online
Private emails of Australians
stranded countries unintentionally
revealed by DFAT (September 2020)
https://www.9news.com.au/national/coronavirus-
australia-dfat-revealed-private-emails-people-stuck-
overseas-government-apology-covid19/e60b9b68-
5aac-4efd-b78c-e8ecbaadb93d
Over 54,000 scanned NSW driver’s
licences found in open cloud
storage (August 2020)
https://www.itnews.com.au/news/over-54000-
scanned-nsw-drivers-licenses-found-in-open-cloud-
storage-552544
University of
Tasmania
WA Dept of
Health
Data breach at University of
Tasmania affects 20,000 students
(September 2020)
https://www.abc.net.au/news/2020-09-21/data-
breach-at-university-of-tasmania/12685318
Western Australia Department of
Health data breach sees
confidential patient information
published online (July 2020)
https://www.abc.net.au/news/2020-07-20/wa-
health-department-investigates-confidential-data-
breach/12475310
6. Our customers are facing challenges
Grow Protect
Two key imperatives that drive change -
often perceived as contradictory
CRM
Optimization
Digital
Transformation
Governance
Risk Compliance
Channel
Optimization
Experience
Optimization
Financial Crimes
& Compliance
Data Privacy
Regulations
Fraud
6
7. We help unlock value from your data assets
• How do I manage my
information assets?
• How do I democratize data?
• How do I monetize data
and find new revenue
opportunities?
• How do I help the
compliance officer in
meeting regulatory
requirements?
• How do I establish data
governance?
• How do I make sure the
business uses correct terms
and KPIs?
• How can I search and
classify personally
identifiable information (PII)?
• How can I identify data
issues and make it fit for
use?
• Where can I find data
lineage?
• How do I capture
requirements for customer
experience, data technology
and other business
initiatives?
• How do I find critical data
elements?
• Is there a place where I can
see approved and published
terms and definitions?
Chief Data Officer (CDO) Data Steward Business Analyst
9. How data governance & quality help deliver compliance
9
Integrate
Discover
Define
Business
Glossary
Capture
Business
Rules
Data Quality
Process
Monitor KPIs
and Analyze
Trends
Maintaining
Consistency
Review & Fix
Exceptions
Profile
1 2 3 4
12. The global leader in data integrity
Trust your data. Build your possibilities.
Our data integrity software and data enrichment products
deliver accuracy, consistency, and context to power confident
business decisions.
Brands you trust, trust us
Data leaders partner with us
13. Data integrity
is a journey
• Business & IT are collaborating more than ever –
no more corporate IT-driven initiatives
• Every organisation is on their own unique journey
to data integrity
• Specific business use cases define the need for
discrete steps along the journey
• Strong preference to implement targeted
solutions to today’s challenges rather than invest
in a monolithic platform
Precisely engages at every step of the journey
through our suite and with our partners
14. The global leader in data integrity
Trust your data. Build your possibilities.
Our data integrity software and data enrichment products
deliver accuracy, consistency, and context to power confident
business decisions.
Brands you trust, trust us
Data leaders partner with us
of the Fortune 100
90
Customers in more than
100
2,000
employees
customers
12,000
countries
2 Precisely Overview Briefing for BARC - November 5, 2020
17. Spectrum Discovery & Data Federation:
modern data management for self-service
Discover Catalog
Model Measure
Audit
18. Data Quality Scenario
Presentation name18
Full Name: Mr Rob Harry Foreman
Address: 36 Castle Street,
Eaglemont
DOB: 14/09/1974
Mobile: 0412868767
Home: 98481010
Title: Mr
First Name: Rob
Middle Name: Harry
Last Name: Foreman
House Number: 36
Street Name: Castle
Street Suffix: Street
Suburb : Eaglemont
DOB: 14/09/1974
Mobile: 0412868767
Home: 98481010
Parse
19. Data Quality Scenario
Presentation name19
Title: Mr
First Name: Rob
Middle Name: Harry
Last Name: Foreman
House Number: 36
Street Name: Castle
Street Suffix: Street
Suburb : Eaglemont
DOB: 14/09/1974
Mobile: 0412868767
Home: 98481010
Standardis
e
Title: MR
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
DOB: 1974/09/14
Mobile: 0412 868 767
Home: 9848 1010
20. Data Quality Scenario
Presentation name20
Validate
Title: MR
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
Gender: M
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DPID: 94222242
DOB: 1974/09/14
Mobile: 0412 868 767
Home: 9848 1010
Longitude: 145.06324954
Latitude: -37.75973983
Segment: Urban Achievers
Title: MR
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
DOB: 1974/09/14
Mobile: 0412 868 767
Home: 9848 1010
21. Data Quality Scenario
Presentation name21
Processed
Title: MR
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
Gender: M
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DPID: 94222242
DOB: 1974/09/14
Mobile: 0412 868 767
Home: 9848 1010
Longitude: 145.06324954
Latitude: -37.75973983
Segment: Urban Achievers
Full Name: Mr Rob Harry
Foreman
Address: 36 Castle Street,
Eaglemont
DOB: 14/09/1974
Mobile: 0412868767
Home: 98481010
22. Precisely Confidential and Proprietary - do not copy or distribute
Exception Handling
Business Driven Stewardship
23. Data Matching Scenario
Presentation name23
Title:
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB: 1974/09/14
Mobile:
Home:
Title: MR
First Name: ROB
Middle Name:
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB: 1974/09/14
Mobile: 0412 868 767
Home:
Match Score:
95%
Match Score:
60%
Title:
First Name: R
Middle Name:
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB:
Mobile: 0412 868 767
Home:
24. Data Matching Scenario
Presentation name24
Title:
First Name: ROBERT
Middle Name: HARRY
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB: 1974/09/14
Mobile:
Home:
Title: MR
First Name: ROB
Middle Name:
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB: 1974/09/14
Mobile: 0412 868 767
Home:
Title:
First Name: R
Middle Name:
Last Name: FOREMAN
House Number: 36
Street Name: CASTLE
Street Suffix: ST
Suburb : EAGLEMONT
Postcode: 3084
State: VIC
Country: AUSTRALIA
DOB:
Mobile: 0412 868 767
Home:
Match Score:
95%
Match Score:
60%
MR
0412 868 767
Editor's Notes
Banks and financial services organizations must comply with a growing list of regulatory measures aimed at preventing financial crime. They’re also seeking growth opportunities in a highly competitive market. With every interaction, they need to increase customer lifetime value by providing a more personalized, satisfying experience.
Compliance and growth are often seen as disparate objectives, but with Precisely, they don’t have to be. We can help you know more about your customers, so you can achieve more. You can then apply this information to improve business results across your strategic initiatives. And if being in an hyper regulated industry could lead to innovation and growth opportunities
It’s a journey & it’s continuous
Business use cases and not initiatives are driving the projects
It is causing customers to be opportunistic in putting a solution together
LI focus they may do prepare, enrich, & publish
While traditional DI/DQ Might to Connect, Discover, Prepare, & Publish
Most customers are not good at measuring, monitoring, and improving
This Business/Project Focus is shifting the buying/influence power
Ex. Travelers – (LI Primary) My data scientist tell me what I need and then I need to go source it
Ex. Guardian – My business users tell me what source and I need to provide the pipe. I am not involved in anything upstream.
This shift to a business project based business creates opportunities for us…
Mastercard – We got in on Geocoding & Mainframe ETL
Truist Banke – We are front ending their Informatica tool
This is not saying we are going to be best of breed in all of the steps which is why partnerships will still be key and especially how we interoperate.