Analyst field reports on top 10 data governance solutions aaron zornes (nyc 2018) -v1

Reports
for the Leading Data Governance
Solutions
13th
Annual MDM & Data Governance Summit
November 4-6 • New York City
Aaron Zornes
Chief Research Officer
The MDM Institute
aaron.zornes@the-MDM-Institute.com
www.linkedin.com/in/aaronzornes
@azornes
+1 650.743.2278

Prologue
 Data governance (DG) is vital to success of MDM projects – both initially
& ongoing
 During 2018-19, Global 5000 enterprises will increasingly mandate that
“no MDM program be funded without the pre-requisite DG framework”
 “Proactive DG” that includes entire master data lifecycle will increasingly
be mandated as a core phase zero or phase one deliverable of most
large-scale MDM projects
 Given substantial investment required for MDM programs, co-
dependence/synergy of DG & MDM must be given close scrutiny – not
only to contain costs, but also to insure success
© 2018 The MDM Institute www.the-MDM-Institute.com

Data Governance Working Definitions
Data Governance (DG)Data Governance (DG)
Formal orchestration of people,
process & technology to enable an
organization to leverage data as an
enterprise asset across different
lines-of-business and IT systems
Passive Data GovernancePassive Data Governance
Data steward consoles & other
reactive data management
capabilities focused on after-the-
fact data compliance; often batch-
like & not integrated with MDM
Master Data Governance aligns IT-centric viewpoints & business-centric
viewpoints regarding data quality; MDM & MDG are becoming
natural way of aligning data with business processes
Proactive Data GovernanceProactive Data Governance
Metrics-driven, crowd-sourced
capability for business users & IT
to actively control their shared
data across different lines of
business & IT systems
Active Data GovernanceActive Data Governance
Metrics-enabled, upstream data
policy enablement; replaces
manual data admin processes with
role-based, real-time SME
empowerment

Prologue
 Through 2018-19, major SIs & boutique consultancies will
focus on productizing DG frameworks while MDM software
providers struggle to link governance process with process
hub technologies
 Concurrently, Global 5000 size enterprises will struggle to
evolve enterprise-strength DG both in cost-effective &
practical ways that shift from “passive” to “active” to
“proactive” DG modes
 DG assistance from SIs will remain especially vital to
success of MDM programs during 2018-19 as organizations
deal with a shortage of DG experience, tools & tool
expertise

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
© 2018 The MDM Institute www.The-MDM-Institute.com

Master Data Governance Challenges
 Break down functional & organizational stovepipes
 Integrate processes across the enterprise – including
corporate technology, all LOBs, functional areas &
geographic regions
 Engage all levels of management & adjudicate between
centralized vs. decentralized data stewardship
 Evolve key stakeholders from “data ownership” to “data
stewardship”
 Overcome lack of process integration in current “data
governance” offerings
Based on recognition of issues at hand, an improving economy & increasing regulatory requirements, businesses are
now recognizing opportunity to take more strategic view of data governance

Rosetta Stone of DG Maturity Models
Stage Name
I Anarchy
II Feudalism
III Monarchy
IV Federalism
The MDM Institute
Common inquiry is “How do I get from Level 2 to Level 4 or 5?”
IBM Data Governance Council
DataFlux/SAS Gartner Research
Stage Name
I Initial
II Managed
III Defined
IV Quantitatively Managed
V Optimizing
Stage Name
1 Undisciplined
2 Reactive
3 Proactive
4 Governed
Stage Name
0 Unaware
1 Aware
2 Reactive
3 Proactive
4 Managed
5 Effective

MDM Institute’s Data Governance Maturity Model
 “Anarchy” (basic) – Application-centric approach; meets business
needs only on project-specific basis
 “Feudalism” (foundational) – IT policy-driven standardization
on technology & methods; common usage of tools & procedures across
projects
 “Monarchy” (advanced) – business-driven, rationalized data with data
& metadata actively shared in production across sources
 “Federalism” (distinctive) – SOA (modular components), integrated
view of compliance requirements, formalized organization with defined roles &
responsibilities, clearly defined metrics, iterative learning cycle
Fin Svc providers are leading the way – in spend & discipline; technology can only achieve so much as organization must be prepared to continually adapt &
treat data as enterprise asset above project level; data needs to be an asset not a liability.

Data Governance
Strategic Planning Assumption
 Through 2018, most enterprises will struggle with enterprise DG
while they initially focus on customer, vendor, or product;
integrated enterprise-strength DG that includes E2E data lifecycle
will remain elusive as most organizations turn to lightweight
glossaries with modest Data Steward workflows to support
devolved autonomy & multi-disciplinary, bi-modal teams
 During 2019-20, the majority of MDM software & service providers
will focus on productizing such lightweight DG frameworks while
mega MDM software providers struggle to link governance
process with process & data hub technologies
 By 2020, mega vendor DG solutions will finally move from
“passive-aggressive" mode to “proactive" DG mode
DG *must* evolve from point products (i.e., to address
customer or product DG only) to enterprise data governance
(supporting multiple domains such as customer, product, supplier, location, price, etc.)

MDM Institute Field Reports – Data Governance
 Adaptive
 Agile Solutions AIM Framework
 Alation Data Catalog
 ASG-Intelligent Data Catalog,
metaGlossary
 Ataccama Catalog
 BackOffice Associates Data Stewardship
Platform
 Collibra DGC
 CompactBI Unified Data Governance
 DATUM Information Value Mgmt
 DCR DataVantage
 Denodo Data Catalog
 erwin DG
 Global Data Excellence
 Global IDs Master DG Suite
 Gaine Solutions DG Hub
 IBM IGC & Stewardship Center
 IBI MD Center
 Infogix DG Suite (Data3Sixty)
 Informatica Axon, EDG, EIC, IDD, MM
 Microsoft DG Console & AZURE
Catalog
 Oracle DGF, Oracle Data Relationship
Governance
 Orchestra Networks
 Prodago
 SAP MDG
 SAS Data Governance
 Semarchy
 STG Winshuttle SAP Master Data
Governance
 Teradata MDM Studio
 TopQuadrant TopBraid EDG© 2018 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 & limitations
of currently-marketed MDG offerings is tremendously challenging

MDG = People, Process & Technology
"A fool with a tool is still a fool.“
Grady Booch, one of original authors of Unified Modeling Language (UML) &
IBM Chief Scientist for Software Engineering

Field Reports

Field Report:
Alation Data Catalog 4.x
Strengths
 Metadata catalog focused on supporting
analytics ... complementary to MDM &
DG on IT side
 Import DQ/DG rules from Collibra, INFA,
et al
 Customizable dashboards & alerts for
data stewards & non-technical business
users
 “Trust Check” API to support guard rails
& guidelines for analysts to do work in
native app – e.g. salesforce Einstein
 Strong market presence due to in-direct
sales channel – Cloudera/Hortonworks, First SF
Partners, MicroStrategy, Tableau, Teradata, Trifacta ...
Caveats
 Large customer base1
after 4
years
 Missing classic DG capabilities,
i.e. Data Profiling, Lineage &
Impact Analytics, Metrics,
Decision Rights Mgmt, ...
1 – Albertsons/Safeway, Allegro, American Express,
American Family Insurance, Bawag PSK, BCBS
Michigan, BMW, BNSF, Chegg, City of San Diego,
ComEd, CommonWealth Bank, CVS Pharmacy,
Daimler, Digi-Key, Dow, eBay, Expedia, Express
Scripts, Fox Networks, General Electric, Glu,
GoDaddy, Groupon, Hello Fresh, Intuit, Invoice2Go,
LifeWay, Lime, LogMeIn, MarketShare, Meijer,
Mercado Libre, Munich Re, National Grid, Neustar,
Pepsico, Pfizer, Riot Games, Sainsbury’s, Scout24,
Square, Survey Monkey, Tesco, Tesla, Weebly, Wells
Fargo, ...© 2018 The MDM Institute www.The-MDM-Institute.com

Field Report:
Collibra Data Governance Center 5.3 (Catalog, Business
Glossary)
Strengths
 Web-based, collaborative Data
Governance platform
 Includes all key DG functions– business
semantics glossary, reference data accelerator & data
stewardship manager
 Configurable predefined, operating model
 3D visualization data lineage
 Tableau integration
 Non-IT, business user focused UI incl iOS
& Windows
 Embedded business metrics from
Information Asset LLC
 Supported by Cognizant & other major SIs
Caveats
 Modest proof points for
integration with IBM MDM &
Informatica MDM (Collibra
Connect)
 Nascent impact analysis,
lineage & semantic frameworks
1 – Collibra Data Governance Center, Collibra Catalog &
Collibra Connect for metadata management
2 – Customes (~200 w/w): Aspen Re, Barry Callebaut,
COLT Technology Services, Eandis, ENTSO-E
(European Network of Transmission System
Operators for Electricity ), Flemish Government,
HSBC, ING, Janssen Research, NetApp, Novo
Nordisk, Philips, Spectrum Health, Standard &© 2018 The MDM Institute www.The-MDM-Institute.com

Field Report:
DATUM Information Value Management 5.7 May 2017
Strengths
 Metrics-focused, SaaS-based platform for
enterprise wide “system of record”
governance & digital transformation
 Integrates existing DQ & MDM tools w/
data automation, workflow & metadata
 Cloud governance & enforcement
 On-premise discovery & intelligence via Catalog
 Discovery & Catalog functionality to
connect DG line-of-sight to business value1
 Makes “data shopping” possible by making
data assets findable, understandable &
accessible via automated data discovery &
search
 Content-rich, industry-specific Accelerators
Caveats
 Nascent integration with
MDM hubs for proactive/
integrated DG
 Integration primarily via
extracts
 Growing out of historical SAP
customer base2
 Nascent SI channel
1 – Link fields, rules, standards, processes, algorithms
& metrics to drive business value calculations
2 – Focused initially on manufacturing (mfg supply
chain & CPG) -i.e., Baker Hughes, BJ’s Wholesale,
Bosch, Bunge, Colgate-Palmolive, Commscope,
ConAgra, Eli Lilly, Energizer, General Mills,
Hershey’s, Under Armour, Johnson & Johnson,
Johnson Controls, Mars, Patterson Companies,
Versum, Weber, ...

Field Report:
erwin DG May 2018
Strengths
 SaaS solution
 Role-based UI
 Integrated Business Glossary, Data
Dictionary & Catalog
 Data profiling via universal data source
harvesting + lifecycle management
 Data Lineage + impact analysis
 Integrated via common metadata
repository w/ erwin data modeling,
enterprise architecture & business process
Caveats
 Nascent integration with
MDM hubs for proactive/
integrated DG
 Integration primarily via
extracts
 Growing out of historical
erwin DA2
 Nascent SI channel
1 – Link fields, rules, standards, processes, algorithms
& metrics to drive business value calculations
2 – xxxxx, ...

IBM Stewardship Ctr1
& Information Governance
Catalog2
Strengths
 Common DG layer across Standard
& Enterprise MDM Server editions
 Create diverse policies defined in
natural business language
 Ultimately will integrate with
Guardium (data lifecycle),
Optim (security), et al
 Ongoing integration w/BPM
(BPMExpress a.k.a. Lombardi)
 IBM BAO/GBS teams available w/w
 Available as hosted or on-premise
Caveats
 Lack of integration w/
Reference Data asset
 Big IBM stack req’d
 Lack of integration with Smart
Governance Council assets
 No longer a separate product,
but instead is bundled w/
MDM Server
1 – Formerly named IBM Master Data Policy Manager (MDPM)
2 – Formerly named IBM Business Glossary

Field Report:
Infogix Data3Sixty Govern (April 2017)
Strengths
 Browser-based, self-service
business glossary
 Policy & business rule management
 RACI-style UX & personas
 DQ metrics & dashboards
 Built-in support for big data
aggregation/quality + UI for
SQL/R/Python
 SaaS architecture & pricing models
Caveats
 Nascent market presence w/
~ customers
 Lacks formal accelerators for
reference data
 Lack of integration with
market-leading MDM
platforms
 Lack of integration with 3rd
party BPM
1 – Customers: xxxx

Field Report:
Informatica Data Governance
Strengths
 Completed acquisition of Diaku & launched
Axon DG stewardship app 1Q2017
 Machine learning for data discovery &
profiling
 DG vision = Enterprise Data Governance1
incl
IDQ, Enterprise Information Catalog *and*
Axon for DG ... supports E2E collaboration
w/ both business & technical stakeholders
 Leverages Enterprise Unified Metadata
Intelligence & Claire™ AI for risk mgmt &
compliance – e.g. BCBS 239, UID/IDMP, HIPAA,
Solvency II, GDPR + PII security & portability (e.g. GDPR,
HIPAA) scenariosCCAR
 Cloud or on-premise
Caveats
 No product integration w/
other INFA s/w until 4Q2017
 Confusing marketing – Axon,
EDG, EIC/EDC, IDD, MM, ...
1 – Enterprise Data Governance (formerly Live Data Map) to unify
Cloud DQ Radara, Big Data & all other metadata-drive INFA tools
2 – Enterprise Information Catalog = metadata-driven repository
3 – As Diaku AXON
- Belgium bank, Lloyds Bank, McGraw-Hill Education, Merck US,
UK bank
- “Collaborative Enterprise Understanding” phone book of
business data
- Fast time to value for BCBS 239, IDM
- “All you can eat” pricing
- Only modest integration to MDM hubs, i.e., expose
Diaku API to INFA IDQ
4 – Post acquisition new name customers incl Merck Research
Labs, Bank of Ireland & KBC Bank

Field Report:
Informatica Data Director (IDD)
Strengths
 Good for robust MDM administration
as data steward console
 Visualization of history & data lineage
 Master data dashboards for proactive
monitoring of data quality
 Dynamic masking of data for security
 Embeddable UI components within CRM/ERP
applications
 Supports centralized architecture
with direct input of master data
 Integration with MM & Business Glossary
 Externalization/integration via Controls
Caveats
 Easy for end users to
inadvertently downgrade
hub performance with ill-
advised queries
1 – Formerly Siperian Business Data Director
2 – Informatica Data Director (IDD) is data
steward console application for entity lifecycle
management

Field Report:
Orchestra Networks EBX5
Strengths
● Integrated MDM/MDG/RDM product –
Policies & biz rules auto-applied to MDM/RDM hub
● Master linkages between conceptual &
physical, definitions & data
● Standalone DG or integrated with MDM
● Support for 3rd
party governance operating
models
● RACI/Governance workflows OOTB –
Review/approval, issue management, etc.
● Standard ontologies/taxonomies support,
business glossary, metadata registry1
,
governance policies2
(RACI), & business rules
● OOTB performance reporting/DQ
dashboards++/benchmarking/
Caveats
● Not perceived as a data
governance pure-play
● Small presence in AP &
LA
● Modest marketing budget
● Growing SI channel
1- Based on metadata registry standards (ISO/IEC 11179)
2 – Governance policy (RACI) integration with MDM/RDM
– integration with permissions, workflow ...
3 – Dynamic models, dictionary reuse, lifecycle
management
4 – Fully integrated MDM/MDG/RDM in one product

Field Report:
SAP Master Data Governance (MDG) 9.0 May 2017
Strengths
 Ready-to-use governance
applications integrated w/SAP
ERP
 Predefined & extensible data
model
 Prebuilt & flexible workflows
 Multi-mode data replication
 Integration with HANA & BOBJ
DQ/ validation assets (cleansing,
matching, & consolidation)
 Verifiable audit trail
Caveats
 Late-to-market with B2C customer
 Lacks flexible hierarchical
management of data
 Lacks master data within
transactions
 Lacks identification of data pattern
profiles
 Nascent cloud-enablement &
integration
 Nascent big data & analytics
support for social CRM data
1 – SAP MDG-F (finance), MDM-M (materials), MDG-S (suppliers), MDG-C (customers), MDG-X (reference data)
2 – Related SAP data governance capabilities incl: Information Steward, Data Services, Information Lifecycle Mgmt, ...
© 2018 The MDM Institute ewww.The-MDM-Institute.com

Field Report:
Utopia
Strengths
 Strong growth North America1
 SAP, Open Text & ACN partnerships
 Utopia Lab/COEs, Uni
 Multiple entry points for sales in
migration, quality & governance
 Support (via Open Text) to integrate
unstructured
 Full E2E lifecycle methodology (EDLM)
– Assessment, Strategy, Roadmap
 Cloud & HANA
 MENA2
depth
Caveats
 No longer sole preferred
partner for SAP MDM/MDG
as of 2012
1 – Captaris, Coca Cola Enterprises, ConAgra, CSL Behring,
CVS/Caremark, Dubai Aluminum, DuPont, ExxonMobil,
Grainger, Harley-Davidson, John Deere, Kellogs’s,
Kennametal, Kimberly-Clark, Kraft, Malaysia Airlines, Neptune
Orient Lines, Newmont Mining, Pertamina, RasGas, Saudi
Arabian Airlines, Suncor Energy, Tyco Electronics, Wolters
Kluwer
2 – MENA = Middle-East & North Africa

How to Leverage the MDM Institute
 Kick start the “MDM 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”

MDM & Data Governance Summit™ Conference
Series
“More Digital Transformation programs get their successful start at
MDM & Data Governance Summits than anywhere else”
MDM & Data Governance Summit New YorkMDM & Data Governance Summit New York
Marriott Marquis ▪ November 4-6, 2018Marriott Marquis ▪ November 4-6, 2018
MDM & Data Governance Summit EuropeMDM & Data Governance Summit Europe
Radisson Portman BLU – London ▪ May 2019Radisson Portman BLU – London ▪ May 2019
MDM & Data Governance Summit ChicagoMDM & Data Governance Summit Chicago
Swisshotel – Chicago ▪ July 2019Swisshotel – Chicago ▪ July 2019
MDM & Data Governance Summit Asia-PacificMDM & Data Governance Summit Asia-Pacific
SMS Conference Center – Sydney ▪ August 2019SMS Conference Center – Sydney ▪ August 2019

About the MDM Institute
 Founded 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 Business Council™ website
access & email support to 65,000+ members
 MDM Road Map & Milestones™
annual strategic planning assumptions
 MDM Alert™ newsletter
 MDM Market Pulse™ monthly surveys
 MDM Fast Track™ one-day
public & onsite workshop rotating quarterly
through major North American, European, &
Asia-Pacific metro areas
 MDM SUMMIT™ annual conferences in
NYC, San Francisco, London, Frankfurt, Madrid,
Singapore, Sydney, Toronto, & Tokyo
“Independent, Authoritative, & Relevant”
About Aaron Zornes
 Most quoted industry analyst authority on topics of MDM & CDI
 Founder & Chief Research Officer of the MDM Institute
 Conference chairman for MDM & Data Governance Summit series
 Founded & ran META Group’s largest research practice for 14 years
 M.S. in Management Information Systems from University of Arizona

MDM Institute Advisory Council
150 organizations who receive unlimited MDM advice to key
individuals, e.g. CTOs, CIOs, & MDM project leads
Representative Members
 3M
 Autotrader
 Bell Canada
 Caterpillar
 Cisco Systems
 Citizens Communications
 COUNTRY Financials
 Educational Testing Svcs
 EMC
 GE Healthcare
 Honeywell
 Information Handling Svcs
 Intuit
 Loblaw
 McKesson
 Medtronic
 Microsoft
 Motorola
 National Australia Bank
 Nationwide Insurance
 Norwegian Cruise Lines
 Novartis
 PC Connection
 Polycom
 Roche Labs
 Rogers Communications
 Scholastic
 Stryker
 SunTrust
 Sutter Health
 W.W. Grainger
 Westpac
 Weyerhaeuser
 Woolworths

Authoritative
Relevant
Independent
Aaron Zornes
Founder & Chief Research Officer
The MDM Institute
The-MDM-Institute.com
aaron.zornes@the-MDM-Institute.com
www.linkedin.com/in/aaronzornes
http://twitter.com/azornes

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